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SR vs. ATO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SR and ATO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

SR vs. ATO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Spire Inc. (SR) and Atmos Energy Corporation (ATO). The values are adjusted to include any dividend payments, if applicable.

2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,380.29%
6,956.83%
SR
ATO

Key characteristics

Sharpe Ratio

SR:

0.58

ATO:

1.78

Sortino Ratio

SR:

0.94

ATO:

2.53

Omega Ratio

SR:

1.12

ATO:

1.32

Calmar Ratio

SR:

0.48

ATO:

2.69

Martin Ratio

SR:

2.47

ATO:

8.72

Ulcer Index

SR:

4.68%

ATO:

3.06%

Daily Std Dev

SR:

19.90%

ATO:

14.99%

Max Drawdown

SR:

-45.00%

ATO:

-51.94%

Current Drawdown

SR:

-8.09%

ATO:

-7.75%

Fundamentals

Market Cap

SR:

$3.94B

ATO:

$21.97B

EPS

SR:

$4.19

ATO:

$6.83

PE Ratio

SR:

16.30

ATO:

20.70

PEG Ratio

SR:

2.45

ATO:

3.36

Total Revenue (TTM)

SR:

$2.59B

ATO:

$4.17B

Gross Profit (TTM)

SR:

$965.50M

ATO:

$2.08B

EBITDA (TTM)

SR:

$789.10M

ATO:

$2.09B

Returns By Period

In the year-to-date period, SR achieves a 12.21% return, which is significantly lower than ATO's 23.72% return. Over the past 10 years, SR has underperformed ATO with an annualized return of 6.15%, while ATO has yielded a comparatively higher 12.56% annualized return.


SR

YTD

12.21%

1M

-4.55%

6M

16.41%

1Y

9.67%

5Y*

-0.26%

10Y*

6.15%

ATO

YTD

23.72%

1M

-4.56%

6M

21.57%

1Y

26.06%

5Y*

7.15%

10Y*

12.56%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

SR vs. ATO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) and Atmos Energy Corporation (ATO). 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.


Sharpe ratio
The chart of Sharpe ratio for SR, currently valued at 0.58, compared to the broader market-4.00-2.000.002.000.581.78
The chart of Sortino ratio for SR, currently valued at 0.94, compared to the broader market-4.00-2.000.002.004.000.942.53
The chart of Omega ratio for SR, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.32
The chart of Calmar ratio for SR, currently valued at 0.48, compared to the broader market0.002.004.006.000.482.69
The chart of Martin ratio for SR, currently valued at 2.47, compared to the broader market-5.000.005.0010.0015.0020.0025.002.478.72
SR
ATO

The current SR Sharpe Ratio is 0.58, which is lower than the ATO Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of SR and ATO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.58
1.78
SR
ATO

Dividends

SR vs. ATO - Dividend Comparison

SR's dividend yield for the trailing twelve months is around 4.57%, more than ATO's 2.35% yield.


TTM20232022202120202019201820172016201520142013
SR
Spire Inc.
4.57%4.68%4.03%4.04%3.93%2.88%3.08%2.84%3.09%3.15%3.35%3.77%
ATO
Atmos Energy Corporation
2.35%2.61%2.48%2.44%2.46%1.92%2.14%2.14%2.31%2.52%2.69%3.13%

Drawdowns

SR vs. ATO - Drawdown Comparison

The maximum SR drawdown since its inception was -45.00%, smaller than the maximum ATO drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for SR and ATO. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.09%
-7.75%
SR
ATO

Volatility

SR vs. ATO - Volatility Comparison

Spire Inc. (SR) has a higher volatility of 8.41% compared to Atmos Energy Corporation (ATO) at 5.67%. This indicates that SR's price experiences larger fluctuations and is considered to be riskier than ATO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
8.41%
5.67%
SR
ATO

Financials

SR vs. ATO - Financials Comparison

This section allows you to compare key financial metrics between Spire Inc. and Atmos Energy Corporation. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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