SR vs. KEN
SR (Spire Inc.) and KEN (Kenon Holdings Ltd.) are both stocks. Both are in the Utilities sector — SR in Utilities - Regulated Gas, KEN in Utilities - Regulated Electric. Over the past 10 years, SR returned 4.91%/yr vs 39.45%/yr for KEN. At a 0.07 correlation, their price movements are largely independent.
Performance
SR vs. KEN - Performance Comparison
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Returns By Period
In the year-to-date period, SR achieves a -6.37% return, which is significantly lower than KEN's 4.42% return. Over the past 10 years, SR has underperformed KEN with an annualized return of 4.91%, while KEN has yielded a comparatively higher 39.45% annualized return.
SR
- 1D
- -1.44%
- 1M
- -11.80%
- YTD
- -6.37%
- 6M
- -6.45%
- 1Y
- 8.45%
- 3Y*
- 11.41%
- 5Y*
- 5.99%
- 10Y*
- 4.91%
KEN
- 1D
- -3.46%
- 1M
- -22.75%
- YTD
- 4.42%
- 6M
- 6.97%
- 1Y
- 84.50%
- 3Y*
- 55.93%
- 5Y*
- 30.35%
- 10Y*
- 39.45%
SR vs. KEN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | -6.37% | 27.08% | 14.12% | -5.26% | 9.81% | 5.86% | -20.18% | 15.81% | 1.74% | 19.88% |
KEN Kenon Holdings Ltd. | 4.42% | 126.18% | 62.44% | -19.16% | -23.73% | 93.65% | 57.17% | 50.73% | 23.06% | 85.88% |
Correlation
The correlation between SR and KEN is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 14, 2015 | 0.07 |
Fundamentals
SR:
$4.50B
KEN:
$3.51B
SR:
$6.06
KEN:
$1.54
SR:
12.53
KEN:
42.93
SR:
1.81
KEN:
3.47
SR:
1.32
KEN:
2.34
SR:
$2.47B
KEN:
$1.01B
SR:
$1.81B
KEN:
$166.82M
SR:
$721.80M
KEN:
$339.95M
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Return for Risk
SR vs. KEN — Risk / Return Rank
SR
KEN
SR vs. KEN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) and Kenon Holdings Ltd. (KEN). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SR | KEN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.34 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.77 | -2.33 |
| Martin ratioReturn relative to average drawdown | 1.40 | 10.79 | -9.39 |
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Drawdowns
SR vs. KEN - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, smaller than the maximum KEN drawdown of -69.20%. Use the drawdown chart below to compare losses from any high point for SR and KEN.
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Drawdown Indicators
| SR | KEN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.00% | -69.20% | +24.20% |
Max Drawdown (1Y)Largest decline over 1 year | -19.39% | -30.69% | +11.30% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | -32.27% | +12.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | -69.20% | +43.15% |
Max Drawdown (10Y)Largest decline over 10 years | -39.53% | -69.20% | +29.67% |
Current DrawdownCurrent decline from peak | -19.39% | -30.69% | +11.30% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -23.20% | +13.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 7.86% | -1.81% |
Volatility
SR vs. KEN - Volatility Comparison
The current volatility for Spire Inc. (SR) is 5.63%, while Kenon Holdings Ltd. (KEN) has a volatility of 15.30%. This indicates that SR experiences smaller price fluctuations and is considered to be less risky than KEN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SR | KEN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 15.30% | -9.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 31.64% | -18.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 40.07% | -21.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.29% | 39.96% | -18.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.38% | 41.91% | -17.53% |
Dividends
SR vs. KEN - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.29%, less than KEN's 5.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KEN Kenon Holdings Ltd. | 5.81% | 7.24% | 11.18% | 11.46% | 25.00% | 7.35% | 7.41% | 5.75% | 96.34% | 0.00% | 0.00% | 45.52% |
SR Spire Inc. | 4.29% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
Financials
SR vs. KEN - Financials Comparison
This section allows you to compare key financial metrics between Spire Inc. and Kenon Holdings 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
Frequently Asked Questions
SR and KEN have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KEN has higher volatility (15.30%) compared to SR (5.63%). In terms of maximum drawdown, SR dropped -45.00% vs KEN's -69.20%.
KEN currently has the higher Sharpe Ratio (2.12 vs 0.46), 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.
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