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ZEO vs. SRU-UN.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ZEO vs. SRU-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zeo Energy Corp (ZEO) and SmartCentres Real Estate Investment Trust (SRU-UN.TO). The values are adjusted to include any dividend payments, if applicable.

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ZEO vs. SRU-UN.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ZEO
Zeo Energy Corp
-44.36%-68.22%-69.54%8.90%4.23%0.71%
SRU-UN.TO
SmartCentres Real Estate Investment Trust
5.49%18.52%-2.25%2.44%-17.21%5.14%
Different Trading Currencies

ZEO is traded in USD, while SRU-UN.TO is traded in CAD. To make them comparable, the SRU-UN.TO values have been converted to USD using the latest available exchange rates.

Fundamentals

Market Cap

ZEO:

$15.12K

SRU-UN.TO:

CA$4.92B

EPS

ZEO:

-$0.85

SRU-UN.TO:

CA$1.44

PS Ratio

ZEO:

0.20

SRU-UN.TO:

5.08

PB Ratio

ZEO:

0.00

SRU-UN.TO:

0.94

Total Revenue (TTM)

ZEO:

$51.21M

SRU-UN.TO:

CA$927.28M

Gross Profit (TTM)

ZEO:

$20.14M

SRU-UN.TO:

CA$564.58M

EBITDA (TTM)

ZEO:

-$10.64M

SRU-UN.TO:

CA$486.20M

Returns By Period

In the year-to-date period, ZEO achieves a -44.36% return, which is significantly lower than SRU-UN.TO's 5.49% return.


ZEO

1D
5.66%
1M
-46.80%
YTD
-44.36%
6M
-52.62%
1Y
-59.30%
3Y*
-61.34%
5Y*
10Y*

SRU-UN.TO

1D
1.54%
1M
-3.24%
YTD
5.49%
6M
4.80%
1Y
17.07%
3Y*
7.37%
5Y*
5.15%
10Y*
3.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ZEO vs. SRU-UN.TO — Risk / Return Rank

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

ZEO
ZEO Risk / Return Rank: 2525
Overall Rank
ZEO Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
ZEO Sortino Ratio Rank: 3333
Sortino Ratio Rank
ZEO Omega Ratio Rank: 3232
Omega Ratio Rank
ZEO Calmar Ratio Rank: 1515
Calmar Ratio Rank
ZEO Martin Ratio Rank: 1919
Martin Ratio Rank

SRU-UN.TO
SRU-UN.TO Risk / Return Rank: 7474
Overall Rank
SRU-UN.TO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SRU-UN.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
SRU-UN.TO Omega Ratio Rank: 6464
Omega Ratio Rank
SRU-UN.TO Calmar Ratio Rank: 7979
Calmar Ratio Rank
SRU-UN.TO Martin Ratio Rank: 8080
Martin Ratio Rank
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.

ZEO vs. SRU-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zeo Energy Corp (ZEO) and SmartCentres Real Estate Investment Trust (SRU-UN.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.


ZEOSRU-UN.TODifference

Sharpe ratio

Return per unit of total volatility

-0.36

1.22

-1.57

Sortino ratio

Return per unit of downside risk

0.19

1.74

-1.55

Omega ratio

Gain probability vs. loss probability

1.02

1.21

-0.19

Calmar ratio

Return relative to maximum drawdown

-0.72

2.94

-3.66

Martin ratio

Return relative to average drawdown

-1.14

7.63

-8.77

ZEO vs. SRU-UN.TO - Sharpe Ratio Comparison

The current ZEO Sharpe Ratio is -0.36, which is lower than the SRU-UN.TO Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of ZEO and SRU-UN.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ZEOSRU-UN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.36

1.22

-1.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.37

0.52

-0.89

Correlation

The correlation between ZEO and SRU-UN.TO is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ZEO vs. SRU-UN.TO - Dividend Comparison

ZEO has not paid dividends to shareholders, while SRU-UN.TO's dividend yield for the trailing twelve months is around 6.84%.


TTM20252024202320222021202020192018201720162015
ZEO
Zeo Energy Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRU-UN.TO
SmartCentres Real Estate Investment Trust
6.84%7.18%7.56%7.42%6.90%5.74%8.01%5.81%5.72%5.55%5.17%5.34%

Drawdowns

ZEO vs. SRU-UN.TO - Drawdown Comparison

The maximum ZEO drawdown since its inception was -95.02%, which is greater than SRU-UN.TO's maximum drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for ZEO and SRU-UN.TO.


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Drawdown Indicators


ZEOSRU-UN.TODifference

Max Drawdown

Largest peak-to-trough decline

-95.02%

-68.25%

-26.77%

Max Drawdown (1Y)

Largest decline over 1 year

-83.27%

-6.39%

-76.88%

Max Drawdown (5Y)

Largest decline over 5 years

-28.89%

Max Drawdown (10Y)

Largest decline over 10 years

-54.78%

Current Drawdown

Current decline from peak

-94.74%

-2.71%

-92.03%

Average Drawdown

Average peak-to-trough decline

-39.36%

-11.06%

-28.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

52.65%

2.36%

+50.29%

Volatility

ZEO vs. SRU-UN.TO - Volatility Comparison

Zeo Energy Corp (ZEO) has a higher volatility of 20.49% compared to SmartCentres Real Estate Investment Trust (SRU-UN.TO) at 4.02%. This indicates that ZEO's price experiences larger fluctuations and is considered to be riskier than SRU-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZEOSRU-UN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

20.49%

4.02%

+16.47%

Volatility (6M)

Calculated over the trailing 6-month period

71.86%

9.04%

+62.82%

Volatility (1Y)

Calculated over the trailing 1-year period

165.94%

14.17%

+151.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

129.91%

19.42%

+110.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

129.91%

24.64%

+105.27%

Financials

ZEO vs. SRU-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Zeo Energy Corp and SmartCentres Real Estate Investment Trust. 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


0.0050.00M100.00M150.00M200.00M250.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
425.99K
247.54M
(ZEO) Total Revenue
(SRU-UN.TO) Total Revenue
Please note, different currencies. ZEO values in USD, SRU-UN.TO values in CAD