SR vs. ATO
Compare and contrast key facts about Spire Inc. (SR) and Atmos Energy Corporation (ATO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SR or ATO.
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.
Performance
SR vs. ATO - Performance Comparison
Key characteristics
SR:
0.58
ATO:
1.78
SR:
0.94
ATO:
2.53
SR:
1.12
ATO:
1.32
SR:
0.48
ATO:
2.69
SR:
2.47
ATO:
8.72
SR:
4.68%
ATO:
3.06%
SR:
19.90%
ATO:
14.99%
SR:
-45.00%
ATO:
-51.94%
SR:
-8.09%
ATO:
-7.75%
Fundamentals
SR:
$3.94B
ATO:
$21.97B
SR:
$4.19
ATO:
$6.83
SR:
16.30
ATO:
20.70
SR:
2.45
ATO:
3.36
SR:
$2.59B
ATO:
$4.17B
SR:
$965.50M
ATO:
$2.08B
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
12.21%
-4.55%
16.41%
9.67%
-0.26%
6.15%
ATO
23.72%
-4.56%
21.57%
26.06%
7.15%
12.56%
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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.
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.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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.
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.
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.
Total Revenue: Total amount of money received from sales and other business activities