Boralex
ISIN CA09950M3003
|WKN 189946
Overview
Description
Boralex, Inc. engages in the development, construction, and operation of renewable energy power facilities. It operates through the following segments: Wind Power Stations, Hydroelectric Power Stations, Solar Power Stations, Thermal Power Power Stations, and Corporate. The company was founded on November 9, 1982 and is headquartered in Kingsey Falls, Canada.
Utilities Energy Utilities Canada
Chart
Financials
Key metrics
| Market capitalisation, EUR | 1,999.77 m |
| EPS, EUR | 0.47 |
| P/B ratio | 1.86 |
| P/E ratio | 42.00 |
| Dividend yield | 2.27% |
Income statement (2023)
| Revenue, EUR | 700.59 m |
| Net income, EUR | 53.47 m |
| Profit margin | 7.63% |
What ETF is Boralex in?
There are 33 ETFs which contain Boralex. All of these ETFs are listed in the table below. The ETF with the largest weighting of Boralex is the Global X Wind Energy UCITS ETF USD Accumulating.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| iShares Global Clean Energy UCITS ETF USD (Dist) | 0.73% | Equity World Utilities Social/Environmental Clean Energy | 100 | 0.65% | 1,972 | -18.49% | A0MW0M | IE00B1XNHC34 |
| Invesco Wind Energy UCITS ETF Acc | 1.42% | Equity World Social/Environmental Clean Energy | 69 | 0.60% | 5 | -0.50% | A3DP7S | IE0008RX29L5 |
| Global X Wind Energy UCITS ETF USD Accumulating | 4.80% | Equity World Social/Environmental Clean Energy | 21 | 0.50% | 3 | -9.64% | A3C9MA | IE000JNHCBM6 |
| Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C | 0.29% | Equity World Social/Environmental Circular Economy | 267 | 0.35% | 4 | -1.85% | DBX0TB | IE000Y6ZXZ48 |
| HSBC Nasdaq Global Climate Tech UCITS ETF USD (Acc) | 0.20% | Equity World Social/Environmental Climate Change | 134 | 0.50% | - | +15.94% | A3EDC8 | IE000XC6EVL9 |
| Amundi MSCI Disruptive Technology ESG Screened UCITS ETF Acc | 0.08% | Equity World Technology Social/Environmental Innovation | 234 | 0.45% | 145 | +22.91% | LYX0ZG | LU2023678282 |
| Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C | 1.36% | Equity World Social/Environmental Clean Energy | 94 | 0.35% | 11 | -12.92% | DBX0SP | IE000JZYIUN0 |
| L&G Global Thematic ESG Exclusions UCITS ETF USD Accumulating | 0.41% | Equity World Social/Environmental Innovation | 368 | 0.60% | 4 | +12.44% | A3DHPA | IE000VTOHNZ0 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis | 0.11% | Equity World Small Cap | 762 | 0.23% | 11 | +13.33% | A3CMCU | IE00BKSCBW67 |
| Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.61% | Equity World Utilities Social/Environmental Clean Energy | 78 | 0.60% | 637 | -4.19% | LYX0CB | FR0010524777 |
| iShares MSCI World Small Cap UCITS ETF | 0.03% | Equity World Small Cap | 3,321 | 0.35% | 4,796 | +16.96% | A2DWBY | IE00BF4RFH31 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | 0.00% | Equity North America Social/Environmental | 1,453 | 0.12% | 193 | +34.19% | A3DJRE | IE000O58J820 |
| Global X Renewable Energy Producers UCITS ETF USD Accumulating | 3.36% | Equity World Utilities Clean Energy | 30 | 0.50% | 3 | -17.34% | A2QPB6 | IE00BLCHJH52 |
| Rize Environmental Impact 100 UCITS ETF | 1.02% | Equity World Social/Environmental Climate Change | 100 | 0.55% | 68 | +3.55% | A3CN9S | IE00BLRPRR04 |
| WisdomTree Megatrends UCITS ETF USD | 0.15% | Equity World Social/Environmental Innovation | 650 | 0.50% | 15 | +16.21% | A3EYCN | IE0000902GT6 |
| WisdomTree Renewable Energy UCITS ETF USD Unhedged Acc | 1.17% | Equity World Social/Environmental Clean Energy | 69 | 0.45% | 1 | -20.86% | A3D7VR | IE000P3D0W60 |
| SPDR MSCI World Small Cap UCITS ETF | 0.03% | Equity World Small Cap | 3,545 | 0.45% | 890 | +16.42% | A1W56P | IE00BCBJG560 |
| Invesco Global Clean Energy UCITS ETF Acc | 0.89% | Equity World Utilities Social/Environmental Clean Energy | 110 | 0.60% | 30 | -19.96% | A2QGZV | IE00BLRB0242 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Distributing | 0.00% | Equity World Social/Environmental | 5,774 | 0.24% | 407 | +26.93% | A2QL8V | IE00BNG8L385 |
| Invesco Global Clean Energy UCITS ETF Dist | 0.89% | Equity World Utilities Social/Environmental Clean Energy | 110 | 0.60% | 1 | -19.96% | A2QGZW | IE00BLRB0028 |
| Deka Future Energy ESG UCITS ETF | 0.69% | Equity World Utilities Social/Environmental Clean Energy | 58 | 0.55% | 20 | -9.72% | ETFL60 | DE000ETFL607 |
| Xtrackers MSCI Global SDGs UCITS ETF 1C | 0.23% | Equity World Social/Environmental | 273 | 0.35% | 10 | +1.19% | DBX0SL | IE000PSF3A70 |
| UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-acc | 0.11% | Equity World Small Cap | 762 | 0.23% | 438 | +13.42% | A3CMCT | IE00BKSCBX74 |
| Fidelity Clean Energy UCITS ETF ACC-USD | 2.03% | Equity World Utilities Social/Environmental Clean Energy | 49 | 0.50% | - | -7.76% | A3DNZF | IE0002MXIF34 |
| L&G Clean Energy UCITS ETF | 2.55% | Equity World Utilities Social/Environmental Clean Energy | 42 | 0.49% | 207 | -8.30% | A2QFEN | IE00BK5BCH80 |
| iShares Global Clean Energy UCITS ETF USD (Acc) | 0.73% | Equity World Utilities Social/Environmental Clean Energy | 100 | 0.65% | 106 | -18.37% | A3DENG | IE000U58J0M1 |
| Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C | 1.26% | Equity World Infrastructure Social/Environmental Robotics & Automation | 99 | 0.35% | 2 | -16.92% | DBX0S9 | IE0005E47AH7 |
| iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc) | 0.13% | Equity World Small Cap | 2,278 | 0.35% | 59 | +16.12% | A3C14G | IE000T9EOCL3 |
| Vanguard ESG North America All Cap UCITS ETF (USD) Distributing | 0.00% | Equity North America Social/Environmental | 1,453 | 0.12% | 29 | +34.18% | A3DJRF | IE000L2ZNB07 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.06% | Equity World Small Cap | 1,144 | 0.25% | 59 | +14.91% | A3DUNV | IE000C692SN6 |
| Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.00% | Equity World Social/Environmental | 5,774 | 0.24% | 450 | +26.57% | A2QL8U | IE00BNG8L278 |
| Amundi MSCI New Energy ESG Screened UCITS ETF Acc | 0.61% | Equity World Utilities Social/Environmental Clean Energy | 78 | 0.60% | 9 | -3.69% | LYX02W | FR0014002CG3 |
| Rize Global Sustainable Infrastructure UCITS ETF USD Dist | 1.70% | Equity World Infrastructure Social/Environmental | 78 | 0.45% | 83 | -0.43% | A3ENM8 | IE000QUCVEN9 |
Performance
Returns overview
| YTD | -18.67% |
| 1 month | -4.89% |
| 3 months | -17.42% |
| 6 months | -15.26% |
| 1 year | -16.70% |
| 3 years | -19.40% |
| 5 years | - |
| Since inception (MAX) | -9.52% |
| 2023 | -21.03% |
| 2022 | +26.94% |
| 2021 | -26.35% |
| 2020 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 26.75% |
| Volatility 3 years | 29.20% |
| Volatility 5 years | - |
| Return per risk 1 year | -0.62 |
| Return per risk 3 years | -0.24 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -22.82% |
| Maximum drawdown 3 years | -54.19% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -54.19% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.