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United Utilities Group PLC ADR (UUGRY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS91311E1029
SectorUtilities
IndustryUtilities - Regulated Water

Highlights

Market Cap$9.54B
EPS (TTM)$0.49
PE Ratio57.12
PEG Ratio0.72
Total Revenue (TTM)$1.95B
Gross Profit (TTM)$803.50M
EBITDA (TTM)$906.90M
Year Range$21.00 - $28.75
Target Price$12.13

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.


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.


-5.00%0.00%5.00%10.00%AprilMayJuneJulyAugustSeptember
9.30%
7.85%
UUGRY (United Utilities Group PLC ADR)
Benchmark (^GSPC)

Returns By Period

United Utilities Group PLC ADR had a return of 7.90% year-to-date (YTD) and 22.55% in the last 12 months. Over the past 10 years, United Utilities Group PLC ADR had an annualized return of 4.80%, while the S&P 500 had an annualized return of 10.88%, indicating that United Utilities Group PLC ADR did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.90%18.13%
1 month9.23%1.45%
6 months11.68%8.81%
1 year22.55%26.52%
5 years (annualized)12.06%13.43%
10 years (annualized)4.80%10.88%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.55%-4.54%0.26%0.61%-1.09%0.50%5.65%1.05%7.90%
20239.22%-5.38%6.34%3.76%-7.72%0.27%5.14%-6.64%-3.55%11.45%7.07%-0.72%18.34%
2022-2.90%0.66%2.70%-2.40%-7.73%-4.30%7.08%-7.32%-19.29%9.02%12.75%-0.76%-15.48%
20213.51%-5.14%6.33%4.95%4.04%-0.64%10.83%-2.44%-10.28%9.02%0.79%4.18%25.78%
20206.90%-9.73%-7.18%1.66%-0.32%2.12%5.03%-5.78%-0.59%0.90%7.68%3.32%2.37%
201916.56%2.26%-5.04%1.81%-6.98%2.19%-3.08%2.67%2.65%10.65%-1.97%14.93%39.49%
2018-6.47%-12.54%9.33%2.00%0.85%1.05%-6.37%2.17%-4.76%1.13%4.50%-1.49%-11.82%
20173.63%5.54%2.03%1.38%5.47%-12.67%5.01%-0.90%-2.23%-3.51%0.41%2.65%5.43%
2016-1.60%-4.94%2.86%3.74%2.58%0.70%-2.41%-5.77%2.40%-11.92%-3.87%2.38%-15.83%
20157.99%-5.22%-5.26%7.74%1.85%-5.30%-0.78%-5.53%6.55%8.96%-4.70%-3.86%0.47%
20145.80%11.02%0.56%2.31%8.32%6.44%-0.36%-3.07%-10.06%4.36%3.73%2.06%33.72%
20136.01%-3.60%-3.84%7.13%-0.55%-6.61%5.44%-4.05%6.61%1.15%-4.70%5.01%6.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UUGRY is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of UUGRY is 7171
UUGRY (United Utilities Group PLC ADR)
The Sharpe Ratio Rank of UUGRY is 7373Sharpe Ratio Rank
The Sortino Ratio Rank of UUGRY is 6666Sortino Ratio Rank
The Omega Ratio Rank of UUGRY is 6464Omega Ratio Rank
The Calmar Ratio Rank of UUGRY is 7979Calmar Ratio Rank
The Martin Ratio Rank of UUGRY is 7373Martin 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 United Utilities Group PLC ADR (UUGRY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


UUGRY
Sharpe ratio
The chart of Sharpe ratio for UUGRY, currently valued at 0.86, compared to the broader market-4.00-2.000.002.000.86
Sortino ratio
The chart of Sortino ratio for UUGRY, currently valued at 1.30, compared to the broader market-6.00-4.00-2.000.002.004.001.30
Omega ratio
The chart of Omega ratio for UUGRY, currently valued at 1.16, compared to the broader market0.501.001.501.16
Calmar ratio
The chart of Calmar ratio for UUGRY, currently valued at 0.92, compared to the broader market0.001.002.003.004.005.000.92
Martin ratio
The chart of Martin ratio for UUGRY, currently valued at 3.45, compared to the broader market-10.000.0010.0020.003.45
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-4.00-2.000.002.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.82, compared to the broader market-6.00-4.00-2.000.002.004.002.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.88, compared to the broader market0.001.002.003.004.005.001.88
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 11.08, compared to the broader market-10.000.0010.0020.0011.08

Sharpe Ratio

The current United Utilities Group PLC ADR Sharpe ratio is 0.86. 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 United Utilities Group PLC ADR 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 Ratio-0.500.000.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
0.86
2.10
UUGRY (United Utilities Group PLC ADR)
Benchmark (^GSPC)

Dividends

Dividend History

United Utilities Group PLC ADR granted a 4.50% dividend yield in the last twelve months. The annual payout for that period amounted to $1.27 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.27$1.17$1.09$1.21$1.08$0.99$1.07$1.03$1.08$1.18$1.19$1.09

Dividend yield

4.50%4.32%4.57%4.09%4.41%3.97%5.69%4.58%4.84%4.29%4.15%4.90%

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
2024$0.00$0.00$0.00$0.00$0.00$0.85$0.00$0.00$0.00$0.85
2023$0.00$0.00$0.00$0.00$0.00$0.75$0.00$0.00$0.00$0.00$0.00$0.42$1.17
2022$0.00$0.00$0.00$0.00$0.00$0.73$0.00$0.00$0.00$0.00$0.00$0.36$1.09
2021$0.00$0.00$0.00$0.00$0.00$0.82$0.00$0.00$0.00$0.00$0.00$0.39$1.21
2020$0.00$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.00$0.00$0.39$1.08
2019$0.00$0.00$0.00$0.00$0.00$0.62$0.00$0.00$0.00$0.00$0.00$0.37$0.99
2018$0.00$0.00$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.36$1.07
2017$0.00$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.35$1.03
2016$0.00$0.00$0.00$0.00$0.00$0.75$0.00$0.00$0.00$0.00$0.00$0.33$1.08
2015$0.00$0.00$0.00$0.00$0.00$0.78$0.00$0.00$0.00$0.00$0.00$0.40$1.18
2014$0.00$0.00$0.00$0.00$0.00$0.81$0.00$0.00$0.00$0.00$0.00$0.38$1.19
2013$0.70$0.00$0.00$0.00$0.00$0.00$0.39$1.09

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.5%
United Utilities Group PLC ADR has a dividend yield of 4.50%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%253.7%
United Utilities Group PLC ADR has a payout ratio of 253.65%, 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember
-0.32%
-0.58%
UUGRY (United Utilities Group PLC ADR)
Benchmark (^GSPC)

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 58.80%, occurring on Mar 9, 2009. Recovery took 1173 trading sessions.

The current United Utilities Group PLC ADR drawdown is 0.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.8%Dec 13, 2007306Mar 9, 20091173Jan 28, 20141479
-44.99%Jul 6, 1998132Dec 9, 1999956May 28, 20041088
-38.66%Apr 7, 2022130Oct 12, 2022436Jul 10, 2024566
-36.15%Feb 20, 202023Mar 23, 2020263Apr 8, 2021286
-35.22%Jun 25, 2015673Mar 2, 2018471Jan 15, 20201144

Volatility

Volatility Chart

The current United Utilities Group PLC ADR volatility is 4.79%, 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%AprilMayJuneJulyAugustSeptember
4.79%
4.08%
UUGRY (United Utilities Group PLC ADR)
Benchmark (^GSPC)

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 assessment of the market value of United Utilities Group PLC ADR compared to its peers in the Utilities - Regulated Water industry.


PE Ratio
10.020.030.040.050.057.1
The chart displays the price to earnings (P/E) ratio for UUGRY in comparison to other companies of the Utilities - Regulated Water industry. Currently, UUGRY has a PE value of 57.1. 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
2.04.06.08.010.00.7
The chart displays the price to earnings to growth (PEG) ratio for UUGRY in comparison to other companies of the Utilities - Regulated Water industry. Currently, UUGRY has a PEG value of 0.7. 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 United Utilities Group PLC ADR.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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