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Artesian Resources Corporation (ARTNA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0431132085
CUSIP043113208
SectorUtilities
IndustryUtilities—Regulated Water

Highlights

Market Cap$363.90M
EPS$1.67
PE Ratio21.25
PEG Ratio7.29
Revenue (TTM)$98.86M
Gross Profit (TTM)$48.28M
EBITDA (TTM)$42.13M
Year Range$33.84 - $56.91
Target Price$52.00
Short %1.56%
Short Ratio4.62

Share Price Chart


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Artesian Resources Corporation

Popular comparisons: ARTNA vs. XLI, ARTNA vs. BN.PA, ARTNA vs. SPY, ARTNA vs. YORW

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Artesian Resources Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%OctoberNovemberDecember2024FebruaryMarch
2,061.35%
1,053.72%
ARTNA (Artesian Resources Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Artesian Resources Corporation had a return of -10.46% year-to-date (YTD) and -29.80% in the last 12 months. Over the past 10 years, Artesian Resources Corporation had an annualized return of 8.21%, while the S&P 500 had an annualized return of 10.96%, indicating that Artesian Resources Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.46%10.04%
1 month7.32%3.53%
6 months-11.90%22.79%
1 year-29.80%32.16%
5 years (annualized)2.33%13.15%
10 years (annualized)8.21%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-11.94%-4.79%
20231.93%-9.03%-6.41%7.72%-1.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ARTNA
Artesian Resources Corporation
-1.06
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Artesian Resources Corporation Sharpe ratio is -1.06. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-1.06
2.76
ARTNA (Artesian Resources Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Artesian Resources Corporation granted a 3.12% dividend yield in the last twelve months. The annual payout for that period amounted to $1.15 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.15$1.14$1.09$1.05$1.01$0.98$0.95$0.93$0.90$0.87$0.85$0.82

Dividend yield

3.12%2.74%1.86%2.27%2.71%2.64%2.74%2.40%2.82%3.15%3.75%3.59%

Monthly Dividends

The table displays the monthly dividend distributions for Artesian Resources Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.29
2023$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.29$0.00
2022$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.28$0.00
2021$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.27$0.00
2020$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.26$0.00
2019$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2018$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00
2017$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.24$0.00
2016$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.23$0.00
2015$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00
2014$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.22$0.00
2013$0.20$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.1%
Artesian Resources Corporation has a dividend yield of 3.12%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%69.1%
Artesian Resources Corporation has a payout ratio of 69.12%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-38.74%
0
ARTNA (Artesian Resources Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Artesian Resources Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Artesian Resources Corporation was 42.91%, occurring on Feb 26, 2024. The portfolio has not yet recovered.

The current Artesian Resources Corporation drawdown is 38.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.91%Jan 25, 2023272Feb 26, 2024
-34.97%Apr 4, 2006737Mar 11, 2009288May 3, 20101025
-33.22%Dec 31, 199947Mar 14, 2000374Oct 25, 2001421
-26.05%May 21, 200243Jul 22, 2002196May 2, 2003239
-23.99%Jul 6, 201649Sep 13, 2016117Mar 2, 2017166

Volatility

Volatility Chart

The current Artesian Resources Corporation volatility is 7.17%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%OctoberNovemberDecember2024FebruaryMarch
7.17%
2.82%
ARTNA (Artesian Resources Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Artesian Resources Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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EBIT

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Other Non-Operating Income (Expenses)

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Values in undefined except per share items