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RSI.TO vs. CU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RSI.TO vs. CU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Rogers Sugar Inc. (RSI.TO) and Canadian Utilities Limited (CU.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RSI.TO achieves a 15.68% return, which is significantly lower than CU.TO's 20.62% return. Both investments have delivered pretty close results over the past 10 years, with RSI.TO having a 8.12% annualized return and CU.TO not far behind at 8.06%.


RSI.TO

1D
0.00%
1M
2.11%
YTD
15.68%
6M
18.43%
1Y
28.61%
3Y*
11.90%
5Y*
9.30%
10Y*
8.12%

CU.TO

1D
-0.96%
1M
4.83%
YTD
20.62%
6M
23.87%
1Y
40.11%
3Y*
17.75%
5Y*
12.73%
10Y*
8.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSI.TO vs. CU.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSI.TO
Rogers Sugar Inc.
15.68%7.81%16.22%0.71%1.50%12.89%22.74%-3.50%-8.26%-1.78%
CU.TO
Canadian Utilities Limited
20.62%28.75%15.61%-8.24%4.73%24.14%-16.53%31.00%-12.18%7.28%

Correlation

The correlation between RSI.TO and CU.TO is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2006

0.16

The correlation between RSI.TO and CU.TO shifts across timeframes, from 0.11 (1 year) to 0.23 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RSI.TO:

CA$1.02B

CU.TO:

CA$13.78B

EPS

RSI.TO:

CA$0.47

CU.TO:

CA$0.39

PE Ratio

RSI.TO:

14.35

CU.TO:

128.56

PS Ratio

RSI.TO:

0.80

CU.TO:

3.73

PB Ratio

RSI.TO:

2.14

CU.TO:

2.75

Total Revenue (TTM)

RSI.TO:

CA$1.24B

CU.TO:

CA$3.69B

Gross Profit (TTM)

RSI.TO:

CA$199.73M

CU.TO:

CA$905.00M

EBITDA (TTM)

RSI.TO:

CA$150.40M

CU.TO:

CA$1.82B

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Return for Risk

RSI.TO vs. CU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSI.TO
RSI.TO Risk / Return Rank: 8787
Overall Rank
RSI.TO Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
RSI.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
RSI.TO Omega Ratio Rank: 8989
Omega Ratio Rank
RSI.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
RSI.TO Martin Ratio Rank: 8787
Martin Ratio Rank

CU.TO
CU.TO Risk / Return Rank: 9595
Overall Rank
CU.TO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CU.TO Sortino Ratio Rank: 9696
Sortino Ratio Rank
CU.TO Omega Ratio Rank: 9595
Omega Ratio Rank
CU.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
CU.TO Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSI.TO vs. CU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rogers Sugar Inc. (RSI.TO) and Canadian Utilities Limited (CU.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


RSI.TOCU.TODifference
Sharpe ratioReturn per unit of total volatility

-1.08

Sortino ratioReturn per unit of downside risk

-1.44

Omega ratioGain probability vs. loss probability

1.40

1.57

-0.17

Calmar ratioReturn relative to maximum drawdown

3.26

5.56

-2.30

Martin ratioReturn relative to average drawdown

9.28

19.18

-9.90

RSI.TO vs. CU.TO - Sharpe Ratio Comparison

The current RSI.TO Sharpe Ratio is 1.98, which is lower than the CU.TO Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of RSI.TO and CU.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RSI.TOCU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

3.07

-1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.88

-0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.44

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.52

0.00

Drawdowns

RSI.TO vs. CU.TO - Drawdown Comparison

The maximum RSI.TO drawdown since its inception was -42.56%, which is greater than CU.TO's maximum drawdown of -40.15%. Use the drawdown chart below to compare losses from any high point for RSI.TO and CU.TO.


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Drawdown Indicators


RSI.TOCU.TODifference

Max Drawdown

Largest peak-to-trough decline

-42.56%

-40.15%

-2.41%

Max Drawdown (1Y)

Largest decline over 1 year

-8.81%

-7.24%

-1.57%

Max Drawdown (3Y)

Largest decline over 3 years

-15.51%

-20.02%

+4.51%

Max Drawdown (5Y)

Largest decline over 5 years

-19.14%

-27.68%

+8.54%

Max Drawdown (10Y)

Largest decline over 10 years

-34.47%

-40.15%

+5.68%

Current Drawdown

Current decline from peak

-0.29%

-0.96%

+0.67%

Average Drawdown

Average peak-to-trough decline

-9.10%

-9.72%

+0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.09%

2.10%

+0.99%

Volatility

RSI.TO vs. CU.TO - Volatility Comparison

The current volatility for Rogers Sugar Inc. (RSI.TO) is 2.78%, while Canadian Utilities Limited (CU.TO) has a volatility of 4.33%. This indicates that RSI.TO experiences smaller price fluctuations and is considered to be less risky than CU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSI.TOCU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.78%

4.33%

-1.55%

Volatility (6M)

Calculated over the trailing 6-month period

9.19%

10.49%

-1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

14.52%

13.17%

+1.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.95%

14.53%

+1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.87%

18.42%

+0.45%

Dividends

RSI.TO vs. CU.TO - Dividend Comparison

RSI.TO's dividend yield for the trailing twelve months is around 5.30%, more than CU.TO's 3.64% yield.


PositionTTM20252024202320222021202020192018201720162015
CU.TO
Canadian Utilities Limited
3.64%4.28%5.20%5.63%4.85%4.79%5.60%4.32%5.02%3.82%3.59%3.69%
RSI.TO
Rogers Sugar Inc.
5.30%6.05%6.13%6.69%6.33%6.05%6.42%7.32%6.62%5.70%5.29%8.49%

Financials

RSI.TO vs. CU.TO - Financials Comparison

This section allows you to compare key financial metrics between Rogers Sugar Inc. and Canadian Utilities Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
280.62M
1.08B
(RSI.TO) Total Revenue
(CU.TO) Total Revenue
Values in CAD except per share items

RSI.TO vs. CU.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Rogers Sugar Inc. and Canadian Utilities Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
17.4%
43.7%
Portfolio components
RSI.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rogers Sugar Inc. reported a gross profit of 48.72M and revenue of 280.62M. Therefore, the gross margin over that period was 17.4%.

CU.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a gross profit of 474.00M and revenue of 1.08B. Therefore, the gross margin over that period was 43.7%.

RSI.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rogers Sugar Inc. reported an operating income of 27.98M and revenue of 280.62M, resulting in an operating margin of 10.0%.

CU.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported an operating income of 393.00M and revenue of 1.08B, resulting in an operating margin of 36.3%.

RSI.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rogers Sugar Inc. reported a net income of 12.65M and revenue of 280.62M, resulting in a net margin of 4.5%.

CU.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a net income of 224.00M and revenue of 1.08B, resulting in a net margin of 20.7%.


Frequently Asked Questions


RSI.TO and CU.TO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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