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Unitil Corporation (UTL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US9132591077

CUSIP

913259107

Sector

Utilities

IPO Date

Mar 17, 1992

Highlights

Market Cap

$905.62M

EPS (TTM)

$2.93

PE Ratio

19.09

PEG Ratio

3.37

Total Revenue (TTM)

$496.90M

Gross Profit (TTM)

$156.60M

EBITDA (TTM)

$165.91M

Year Range

$44.26 - $63.06

Target Price

$58.00

Short %

1.59%

Short Ratio

2.87

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
UTL vs. MNTK
Popular comparisons:
UTL vs. MNTK

Performance

Performance Chart

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


1,200.00%1,300.00%1,400.00%1,500.00%1,600.00%1,700.00%JulyAugustSeptemberOctoberNovemberDecember
1,418.95%
1,348.03%
UTL (Unitil Corporation)
Benchmark (^GSPC)

Returns By Period

Unitil Corporation had a return of 5.52% year-to-date (YTD) and 6.72% in the last 12 months. Over the past 10 years, Unitil Corporation had an annualized return of 7.15%, while the S&P 500 had an annualized return of 11.06%, indicating that Unitil Corporation did not perform as well as the benchmark.


UTL

YTD

5.52%

1M

-10.71%

6M

10.33%

1Y

6.72%

5Y*

0.49%

10Y*

7.15%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of UTL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.61%8.16%2.73%-2.69%5.84%-3.18%18.32%-0.88%0.46%-4.44%4.43%5.52%
20231.58%4.94%5.01%-2.54%-4.55%-3.76%2.62%-5.42%-12.52%6.93%7.05%8.44%5.63%
20222.07%8.40%-1.21%2.25%14.17%1.57%-6.73%-4.22%-10.83%13.48%4.81%-6.31%15.04%
2021-7.91%3.54%9.20%26.13%-4.15%-3.43%-0.09%-5.56%-13.75%-2.41%0.13%10.98%7.30%
2020-0.21%-8.13%-7.14%-3.84%-3.45%-6.95%-3.73%-1.32%-8.44%-10.58%19.57%8.29%-25.94%
20193.59%5.41%-1.35%5.06%0.56%5.33%-2.20%3.72%5.09%-1.84%-1.36%1.28%25.30%
2018-3.09%-4.10%10.39%4.70%0.10%5.74%-0.25%0.03%0.69%-6.66%7.51%-0.12%14.48%
20170.95%-1.77%0.96%7.55%-1.00%1.53%5.05%-1.05%-0.80%5.14%1.19%-12.67%3.69%
20168.00%2.41%8.03%-6.99%1.15%7.70%2.51%-8.83%-1.21%3.87%5.56%6.76%30.82%
20151.88%-8.16%2.32%-1.64%-0.01%-2.42%7.66%2.29%2.42%-3.82%0.05%2.13%1.85%
2014-0.16%4.58%4.32%1.10%1.89%1.05%-5.41%2.94%-4.60%12.06%2.11%4.09%25.42%
20134.65%2.24%2.74%9.00%-7.32%2.81%7.63%-8.46%4.02%4.38%0.13%0.76%23.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UTL is 59, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UTL is 5959
Overall Rank
The Sharpe Ratio Rank of UTL is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of UTL is 5353
Sortino Ratio Rank
The Omega Ratio Rank of UTL is 5050
Omega Ratio Rank
The Calmar Ratio Rank of UTL is 6767
Calmar Ratio Rank
The Martin Ratio Rank of UTL is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Unitil Corporation (UTL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for UTL, currently valued at 0.34, compared to the broader market-4.00-2.000.002.000.342.10
The chart of Sortino ratio for UTL, currently valued at 0.70, compared to the broader market-4.00-2.000.002.004.000.702.80
The chart of Omega ratio for UTL, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.39
The chart of Calmar ratio for UTL, currently valued at 0.45, compared to the broader market0.002.004.006.000.453.09
The chart of Martin ratio for UTL, currently valued at 1.51, compared to the broader market-5.000.005.0010.0015.0020.0025.001.5113.49
UTL
^GSPC

The current Unitil Corporation Sharpe ratio is 0.34. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Unitil Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.34
2.10
UTL (Unitil Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Unitil Corporation provided a 3.16% dividend yield over the last twelve months, with an annual payout of $1.70 per share. The company has been increasing its dividends for 31 consecutive years, earning it the status of a dividend aristocrat.


2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.70$1.62$1.56$1.52$1.50$1.48$1.46$1.44$1.42$1.40$1.38$1.38

Dividend yield

3.16%3.08%3.04%3.31%3.39%2.39%2.88%3.16%3.13%3.90%3.76%4.53%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$1.70
2023$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$1.62
2022$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$1.56
2021$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$1.52
2020$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$1.50
2019$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.48
2018$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.46
2017$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.44
2016$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.42
2015$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$1.40
2014$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$1.38
2013$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.38

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.2%
Unitil Corporation has a dividend yield of 3.16%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%57.6%
Unitil Corporation has a payout ratio of 57.63%, which is quite average when compared to the overall market. This suggests that Unitil Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.29%
-2.62%
UTL (Unitil Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Unitil 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 Unitil Corporation was 48.37%, occurring on Nov 6, 2020. Recovery took 414 trading sessions.

The current Unitil Corporation drawdown is 13.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.37%Feb 18, 2020185Nov 6, 2020414Jul 1, 2022599
-38.64%Sep 7, 2007379Mar 11, 2009560May 31, 2011939
-32.02%Dec 30, 1999399Aug 7, 2001838Dec 22, 20041237
-28.26%Apr 10, 2023122Oct 2, 2023198Jul 17, 2024320
-25.61%Oct 26, 1993158Jul 8, 1994290Sep 26, 1995448

Volatility

Volatility Chart

The current Unitil Corporation volatility is 5.05%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.05%
3.79%
UTL (Unitil Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Unitil Corporation compared to its peers in the Utilities - Diversified industry.


PE Ratio
10.020.030.040.019.1
The chart displays the price to earnings (P/E) ratio for UTL in comparison to other companies of the Utilities - Diversified industry. Currently, UTL has a PE value of 19.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
2.04.06.08.03.4
The chart displays the price to earnings to growth (PEG) ratio for UTL in comparison to other companies of the Utilities - Diversified industry. Currently, UTL has a PEG value of 3.4. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Unitil Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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