SIS.TO vs. AGF-B.TO
SIS.TO (Savaria Corporation) and AGF-B.TO (AGF Management Ltd) are both stocks. SIS.TO operates in Specialty Industrial Machinery (Industrials), while AGF-B.TO operates in Asset Management (Financial Services). Over the past 10 years, SIS.TO returned 17.59%/yr vs 19.55%/yr for AGF-B.TO. At a 0.16 correlation, their price movements are largely independent.
Performance
SIS.TO vs. AGF-B.TO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SIS.TO achieves a 33.17% return, which is significantly higher than AGF-B.TO's 11.68% return. Over the past 10 years, SIS.TO has underperformed AGF-B.TO with an annualized return of 17.59%, while AGF-B.TO has yielded a comparatively higher 19.55% annualized return.
SIS.TO
- 1D
- 0.87%
- 1M
- 6.35%
- YTD
- 33.17%
- 6M
- 40.53%
- 1Y
- 61.12%
- 3Y*
- 25.21%
- 5Y*
- 11.69%
- 10Y*
- 17.59%
AGF-B.TO
- 1D
- 4.13%
- 1M
- 2.99%
- YTD
- 11.68%
- 6M
- 22.85%
- 1Y
- 54.32%
- 3Y*
- 40.79%
- 5Y*
- 24.16%
- 10Y*
- 19.55%
SIS.TO vs. AGF-B.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIS.TO Savaria Corporation | 33.17% | 17.77% | 34.86% | 12.15% | -24.44% | 35.92% | 7.37% | 10.42% | -26.61% | 71.44% |
AGF-B.TO AGF Management Ltd | 11.68% | 59.26% | 45.89% | 15.54% | -10.40% | 43.95% | 1.07% | 41.60% | -38.19% | 36.77% |
Correlation
The correlation between SIS.TO and AGF-B.TO is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 2006 | 0.16 |
The correlation between SIS.TO and AGF-B.TO shifts across timeframes, from 0.16 (all time) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SIS.TO:
CA$2.19B
AGF-B.TO:
CA$1.18B
SIS.TO:
CA$1.10
AGF-B.TO:
CA$1.73
SIS.TO:
27.43
AGF-B.TO:
10.35
SIS.TO:
0.43
AGF-B.TO:
0.27
SIS.TO:
2.33
AGF-B.TO:
2.13
SIS.TO:
3.32
AGF-B.TO:
0.98
SIS.TO:
CA$928.84M
AGF-B.TO:
CA$561.40M
SIS.TO:
CA$362.29M
AGF-B.TO:
CA$342.49M
SIS.TO:
CA$176.47M
AGF-B.TO:
CA$163.56M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SIS.TO vs. AGF-B.TO — Risk / Return Rank
SIS.TO
AGF-B.TO
SIS.TO vs. AGF-B.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Savaria Corporation (SIS.TO) and AGF Management Ltd (AGF-B.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.
| SIS.TO | AGF-B.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.32 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 6.32 | 2.13 | +4.18 |
| Martin ratioReturn relative to average drawdown | 18.52 | 6.16 | +12.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SIS.TO | AGF-B.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 1.66 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.83 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.15 | +0.24 |
Drawdowns
SIS.TO vs. AGF-B.TO - Drawdown Comparison
The maximum SIS.TO drawdown since its inception was -75.48%, smaller than the maximum AGF-B.TO drawdown of -85.07%. Use the drawdown chart below to compare losses from any high point for SIS.TO and AGF-B.TO.
Loading charts...
Drawdown Indicators
| SIS.TO | AGF-B.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.48% | -85.07% | +9.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.72% | -25.57% | +15.85% |
Max Drawdown (3Y)Largest decline over 3 years | -33.99% | -25.57% | -8.42% |
Max Drawdown (5Y)Largest decline over 5 years | -44.22% | -29.90% | -14.32% |
Max Drawdown (10Y)Largest decline over 10 years | -62.16% | -65.63% | +3.47% |
Current DrawdownCurrent decline from peak | -0.47% | -12.95% | +12.48% |
Average DrawdownAverage peak-to-trough decline | -20.77% | -49.83% | +29.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 8.84% | -5.53% |
Volatility
SIS.TO vs. AGF-B.TO - Volatility Comparison
The current volatility for Savaria Corporation (SIS.TO) is 6.66%, while AGF Management Ltd (AGF-B.TO) has a volatility of 7.81%. This indicates that SIS.TO experiences smaller price fluctuations and is considered to be less risky than AGF-B.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SIS.TO | AGF-B.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 7.81% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 19.37% | 27.21% | -7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 32.92% | -9.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.92% | 29.25% | -2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.32% | 32.85% | -0.53% |
Dividends
SIS.TO vs. AGF-B.TO - Dividend Comparison
SIS.TO's dividend yield for the trailing twelve months is around 1.85%, less than AGF-B.TO's 2.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGF-B.TO AGF Management Ltd | 2.85% | 3.01% | 4.26% | 5.58% | 5.52% | 4.07% | 5.26% | 4.97% | 6.64% | 3.91% | 3.83% | 11.35% |
SIS.TO Savaria Corporation | 1.85% | 2.40% | 2.65% | 3.42% | 3.62% | 2.54% | 3.23% | 3.11% | 2.91% | 1.73% | 1.98% | 3.09% |
Financials
SIS.TO vs. AGF-B.TO - Financials Comparison
This section allows you to compare key financial metrics between Savaria Corporation and AGF Management Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SIS.TO vs. AGF-B.TO - Profitability Comparison
SIS.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported a gross profit of 91.74M and revenue of 235.55M. Therefore, the gross margin over that period was 39.0%.
AGF-B.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AGF Management Ltd reported a gross profit of 73.16M and revenue of 143.70M. Therefore, the gross margin over that period was 50.9%.
SIS.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported an operating income of 33.15M and revenue of 235.55M, resulting in an operating margin of 14.1%.
AGF-B.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AGF Management Ltd reported an operating income of 33.41M and revenue of 143.70M, resulting in an operating margin of 23.3%.
SIS.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Savaria Corporation reported a net income of 22.68M and revenue of 235.55M, resulting in a net margin of 9.6%.
AGF-B.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AGF Management Ltd reported a net income of 18.04M and revenue of 143.70M, resulting in a net margin of 12.6%.
Frequently Asked Questions
SIS.TO and AGF-B.TO have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for SIS.TO and AGF-B.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer