SR vs. BEPC

Last updated Jun 4, 2026

SR (Spire Inc.) and BEPC (Brookfield Renewable Corporation) are both stocks. Both are in the Utilities sector — SR in Utilities - Regulated Gas, BEPC in Utilities - Renewable. Over the past year, SR returned 12.25% vs 31.34% for BEPC. At a 0.08 correlation, their price movements are largely independent.

Performance

SR vs. BEPC - Performance Comparison

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

Returns By Period

In the year-to-date period, SR achieves a -1.04% return, which is significantly lower than BEPC's 2.51% return.

SR

• 1D: -1.19%
• 1M: -10.25%
• YTD: -1.04%
• 6M: -1.39%
• 1Y: 12.25%
• 3Y*: 12.24%
• 5Y*: 6.84%
• 10Y*: 6.11%

BEPC

• 1D: -2.03%
• 1M: 9.70%
• YTD: 2.51%
• 6M: -0.55%
• 1Y: 31.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SR vs. BEPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SR Spire Inc.	-1.04%	27.08%	1.07%
BEPC Brookfield Renewable Corporation	2.51%	45.18%	-3.49%

Correlation

The correlation between SR and BEPC is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.07
Correlation (All Time) Calculated using the full available price history since Dec 26, 2024	0.08

Fundamentals

Market Cap SR : $4.80B BEPC : $7.04B
EPS SR : $6.06 BEPC : -$29.65
PS Ratio SR : 1.94 BEPC : 1.73
Total Revenue (TTM) SR : $2.47B BEPC : $4.03B
Gross Profit (TTM) SR : $1.81B BEPC : $1.93B
EBITDA (TTM) SR : $721.80M BEPC : $563.03M

Return for Risk

SR vs. BEPC — Risk / Return Rank

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

SR

SR Risk / Return Rank: 58
SR Sharpe Ratio Rank: 62
SR Sortino Ratio Rank: 54
SR Omega Ratio Rank: 52
SR Calmar Ratio Rank: 58
SR Martin Ratio Rank: 63

BEPC

BEPC Risk / Return Rank: 66
BEPC Sharpe Ratio Rank: 69
BEPC Sortino Ratio Rank: 62
BEPC Omega Ratio Rank: 63
BEPC Calmar Ratio Rank: 69
BEPC Martin Ratio Rank: 70

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.

SR vs. BEPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) and Brookfield Renewable Corporation (BEPC). 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.

	SR	BEPC	Difference
Sharpe ratio: Return per unit of total volatility	0.68	0.92	-0.24
Sortino ratio: Return per unit of downside risk	1.01	1.38	-0.37
Omega ratio: Gain probability vs. loss probability	1.13	1.19	-0.06
Calmar ratio: Return relative to maximum drawdown	0.81	1.58	-0.77
Martin ratio: Return relative to average drawdown	2.52	3.82	-1.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SR vs. BEPC - Sharpe Ratio Comparison

The current SR Sharpe Ratio is 0.68, which is comparable to the BEPC Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of SR and BEPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SR	BEPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.68	0.92	-0.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.25	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.82	-0.38

Drawdowns

SR vs. BEPC - Drawdown Comparison

The maximum SR drawdown since its inception was -45.00%, which is greater than BEPC's maximum drawdown of -19.92%. Use the drawdown chart below to compare losses from any high point for SR and BEPC.

Drawdown Indicators

	SR	BEPC	Difference
Max Drawdown Largest peak-to-trough decline	-45.00%	-19.92%	-25.08%
Max Drawdown (1Y) Largest decline over 1 year	-15.20%	-19.92%	+4.72%
Max Drawdown (3Y) Largest decline over 3 years	-17.63%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-26.05%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.53%	—	—
Current Drawdown Current decline from peak	-14.80%	-11.38%	-3.42%
Average Drawdown Average peak-to-trough decline	-9.48%	-6.26%	-3.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.88%	8.22%	-3.34%

Volatility

SR vs. BEPC - Volatility Comparison

The current volatility for Spire Inc. (SR) is 6.05%, while Brookfield Renewable Corporation (BEPC) has a volatility of 8.16%. This indicates that SR experiences smaller price fluctuations and is considered to be less risky than BEPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SR	BEPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.05%	8.16%	-2.11%
Volatility (6M) Calculated over the trailing 6-month period	13.07%	26.44%	-13.37%
Volatility (1Y) Calculated over the trailing 1-year period	18.17%	34.80%	-16.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.48%	35.46%	-13.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.34%	35.46%	-11.12%

Dividends

SR vs. BEPC - Dividend Comparison

SR's dividend yield for the trailing twelve months is around 3.97%, which matches BEPC's 3.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEPC Brookfield Renewable Corporation	3.97%	3.89%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SR Spire Inc.	3.97%	3.85%	4.50%	4.68%	4.03%	4.04%	3.93%	2.88%	3.08%	2.84%	3.09%	3.15%

Financials

Frequently Asked Questions

Can I hold both SR and BEPC in my portfolio?

SR and BEPC have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SR or BEPC?

BEPC has higher volatility (8.16%) compared to SR (6.05%). In terms of maximum drawdown, SR dropped -45.00% vs BEPC's -19.92%.

Which has better risk-adjusted returns?

BEPC currently has the higher Sharpe Ratio (0.92 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.