- ISIN
- US91311E1029
- Sector
- Utilities
- Industry
- Utilities - Regulated Water
- IPO Date
- Jan 29, 1998
Highlights
- Market Cap
- $11.70B
- Enterprise Value
- $24.75B
- EPS (TTM)
- £2.50
- PE Ratio
- 10.32
- PEG Ratio
- 0.30
- Total Revenue (TTM)
- £4.78B
- Gross Profit (TTM)
- £3.23B
- EBITDA (TTM)
- £2.71B
- Year Range
- $29.20 - $40.43
- ROA (TTM)
- 4.72%
- ROE (TTM)
- 38.19%
Share Price Chart
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Performance
UUGRY Performance Chart
United Utilities Group PLC ADR (UUGRY) is up 6.3% since the beginning of the year. At $34 per share, UUGRY is trading 15.4% below its 52-week high of $40. Investors who bought $1,000 worth of UUGRY shares 5 years ago would now be looking at an investment worth $1,469.
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Returns By Period
United Utilities Group PLC ADR (UUGRY) has returned 6.34% so far this year and 14.69% over the past 12 months. Over the last ten years, UUGRY has returned 8.18% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
United Utilities Group PLC ADR
- 1D
- -0.18%
- 1M
- -6.71%
- YTD
- 6.34%
- 6M
- 7.95%
- 1Y
- 14.69%
- 3Y*
- 13.92%
- 5Y*
- 8.00%
- 10Y*
- 8.18%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
UUGRY Monthly Returns History
Based on dividend-adjusted daily data since Oct 27, 2008, UUGRY's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.
Historically, 58% of months were positive and 42% were negative. The best month was Jan 2019 with a return of +17.9%, while the worst month was Sep 2022 at -19.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, UUGRY closed higher 51% of trading days. The best single day was Apr 30, 2026 with a return of +12.0%, while the worst single day was Mar 16, 2020 at -9.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.43% | 9.58% | -6.69% | 12.76% | -8.08% | -5.73% | 6.34% | ||||||
| 2025 | -3.72% | -2.80% | 5.73% | 15.25% | 5.37% | 2.64% | -5.52% | 4.74% | -0.48% | 1.74% | 3.99% | -0.49% | 27.86% |
| 2024 | -1.64% | -3.93% | 0.33% | 0.67% | 1.91% | -2.78% | 5.65% | 1.05% | 4.66% | -5.95% | 9.08% | -7.26% | 0.53% |
| 2023 | 10.13% | -5.75% | 6.76% | 2.87% | -4.16% | -0.34% | 4.32% | -6.91% | -3.96% | 12.92% | 5.93% | -0.03% | 21.42% |
| 2022 | -2.28% | -0.56% | 2.80% | -2.35% | -7.46% | -1.96% | 8.49% | -10.78% | -19.71% | 9.71% | 14.87% | -3.38% | -16.24% |
| 2021 | 5.84% | -7.45% | 6.69% | 4.14% | 3.03% | 0.77% | 10.37% | -3.63% | -8.74% | 7.31% | 0.52% | 3.46% | 22.43% |
Benchmark Metrics
United Utilities Group PLC ADR has an annualized alpha of 3.88%, beta of 0.57, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since October 27, 2008.
- This stock participated in 67.28% of S&P 500 Index downside but only 61.16% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.57 may look defensive, but with R2 of 0.18 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 3.88%
- Beta
- 0.57
- R²
- 0.18
- Upside Capture
- 61.16%
- Downside Capture
- 67.28%
Return for Risk
Risk / Return Rank
UUGRY ranks 61 for risk / return — better than 61% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for United Utilities Group PLC ADR (UUGRY) and compare them to S&P 500 Index.
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.
| UUGRY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.78 | -1.68 |
| Martin ratioReturn relative to average drawdown | 2.94 | 12.44 | -9.49 |
Dividends
Dividend History
United Utilities Group PLC ADR provided a 1.38% dividend yield over the last twelve months, with an annual payout of $0.47 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $1.39 | $1.28 | $1.16 | $1.06 | $1.14 | $1.04 | $0.95 | $1.00 | $2.02 | $1.98 | $1.11 |
Dividend yield | 1.38% | 4.32% | 4.87% | 4.24% | 4.47% | 3.87% | 4.16% | 3.79% | 5.36% | 9.00% | 8.81% | 4.06% |
Monthly Dividends
The table displays the monthly dividend distributions for United Utilities Group PLC ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $1.39 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $1.28 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $1.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $1.06 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $1.14 |
Dividend Yield & Payout
Dividend Yield
United Utilities Group PLC ADR has a dividend yield of 1.38%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
United Utilities Group PLC ADR has a payout ratio of 82.03%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the United Utilities Group PLC ADR. 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 United Utilities Group PLC ADR was 43.11%, occurring on Mar 9, 2009. Recovery took 357 trading sessions.
The current United Utilities Group PLC ADR drawdown is 13.35%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -43.11%Mar 2009 | 4mo 5d | 1y 5mo | 1y 9moNov 2008 - Aug 2010 |
Bear market2022 | -38.73%Oct 2022 | 6mo 7d | 1y 1mo | 1y 7moApr 2022 - Nov 2023 |
COVID crash2020 | -35.43%Mar 2020 | 28d | 10mo 9d | 11mo 7dFeb 2020 - Jan 2021 |
2018 bear market2018 | -29.48%Feb 2018 | 9mo 2d | 1y 9mo | 2y 6moMay 2017 - Dec 2019 |
2016 bear market2016 | -25.29%Nov 2016 | 1y 5mo | 6mo 11d | 2y 3dMay 2015 - May 2017 |
Drawdown Indicators
| UUGRY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.11% | -56.78% | +13.67% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -9.10% | -4.30% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | -18.90% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -25.43% | -13.30% |
Max Drawdown (10Y)Largest decline over 10 years | -38.73% | -33.92% | -4.81% |
Current DrawdownCurrent decline from peak | -13.35% | -1.80% | -11.55% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -10.71% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 2.03% | +2.97% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of United Utilities Group PLC ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how United Utilities Group PLC ADR is priced in the market compared to other companies in the Utilities - Regulated Water industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for UUGRY, comparing it with other companies in the Utilities - Regulated Water industry. Currently, UUGRY has a P/E ratio of 10.3. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for UUGRY compared to other companies in the Utilities - Regulated Water industry. UUGRY currently has a PEG ratio of 0.3. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UUGRY relative to other companies in the Utilities - Regulated Water industry. Currently, UUGRY has a P/S ratio of 1.8. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for UUGRY in comparison with other companies in the Utilities - Regulated Water industry. Currently, UUGRY has a P/B value of 3.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
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Cost Of Revenue | — |
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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 | — |
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