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United Utilities Group PLC ADR (UUGRY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US91311E1029
Sector
Utilities
IPO Date
Jan 29, 1998

Highlights

Total Revenue (TTM)
$4.09B
Gross Profit (TTM)
$3.22B
EBITDA (TTM)
$2.02B
Year Range
$25.38 - $37.83
ROA (TTM)
2.23%
ROE (TTM)
19.66%

Share Price Chart


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United Utilities Group PLC ADR

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

United Utilities Group PLC ADR (UUGRY) has returned 8.83% so far this year and 40.64% over the past 12 months. Over the last ten years, UUGRY has returned 8.45% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


United Utilities Group PLC ADR

1D
0.91%
1M
-6.69%
YTD
8.83%
6M
14.57%
1Y
40.64%
3Y*
15.30%
5Y*
10.51%
10Y*
8.45%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

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, your 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 Oct 28, 2008 with a return of +9.6%, while the worst single day was Mar 16, 2020 at -9.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.43%9.58%-6.69%8.83%
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%
202310.13%-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%
20215.84%-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 4.18%, beta of 0.57, and R² of 0.19 versus S&P 500 Index. Calculated based on daily prices since October 28, 2008.

  • This stock participated in 65.56% of S&P 500 Index downside but only 61.61% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.57 may look defensive, but with R² of 0.19 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 0.19 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
4.18%
Beta
0.57
0.19
Upside Capture
61.61%
Downside Capture
65.56%

Return for Risk

Risk / Return Rank

UUGRY ranks 87 for risk / return — in the top 87% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


UUGRY Risk / Return Rank: 8787
Overall Rank
UUGRY Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
UUGRY Sortino Ratio Rank: 8484
Sortino Ratio Rank
UUGRY Omega Ratio Rank: 8383
Omega Ratio Rank
UUGRY Calmar Ratio Rank: 8989
Calmar Ratio Rank
UUGRY Martin Ratio Rank: 9090
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for United Utilities Group PLC ADR (UUGRY) and compare them to a chosen benchmark (S&P 500 Index).


UUGRYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.83

0.90

+0.94

Sortino ratio

Return per unit of downside risk

2.39

1.39

+1.00

Omega ratio

Gain probability vs. loss probability

1.32

1.21

+0.11

Calmar ratio

Return relative to maximum drawdown

3.73

1.40

+2.33

Martin ratio

Return relative to average drawdown

11.04

6.61

+4.43

Explore UUGRY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

United Utilities Group PLC ADR provided a 3.97% dividend yield over the last twelve months, with an annual payout of $1.39 per share. The company has been increasing its dividends for 3 consecutive years.


4.00%5.00%6.00%7.00%8.00%9.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.39$1.39$1.28$1.16$1.06$1.14$1.04$0.95$1.00$2.02$1.98$1.11

Dividend yield

3.97%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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 3.97%, which is quite average when compared to the overall market.

Payout Ratio

United Utilities Group PLC ADR has a payout ratio of 169.59%, 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 6.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.11%Nov 4, 200885Mar 9, 2009357Aug 6, 2010442
-38.73%Apr 8, 2022129Oct 12, 2022284Nov 29, 2023413
-35.43%Feb 24, 202021Mar 23, 2020213Jan 26, 2021234
-29.48%May 25, 2017187Feb 21, 2018457Dec 13, 2019644
-25.29%May 22, 2015376Nov 14, 2016131May 24, 2017507

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.


Annual
Quarterly

0.0

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.


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