Essential Utilities, Inc. (WTRG)
Company Info
| ISIN | US29670G1022 |
|---|---|
| CUSIP | 29670G102 |
| Sector | Utilities |
| Industry | Utilities - Regulated Water |
| IPO Date | Dec 30, 1987 |
Highlights
| Market Cap | $10.92B |
|---|---|
| EPS (TTM) | $1.95 |
| PE Ratio | 20.03 |
| PEG Ratio | 2.79 |
| Total Revenue (TTM) | $1.96B |
| Gross Profit (TTM) | $799.15M |
| EBITDA (TTM) | $1.07B |
| Year Range | $32.76 - $41.10 |
| Target Price | $45.50 |
| Short % | 1.77% |
| Short Ratio | 2.41 |
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: WTRG vs. AWK, WTRG vs. WMS, WTRG vs. GWRS, WTRG vs. UGI, WTRG vs. XYL, WTRG vs. WBA, WTRG vs. DUK, WTRG vs. QQQ, WTRG vs. SPY, WTRG vs. NEE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Essential Utilities, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Essential Utilities, Inc. had a return of 6.64% year-to-date (YTD) and 12.35% in the last 12 months. Over the past 10 years, Essential Utilities, Inc. had an annualized return of 6.62%, while the S&P 500 had an annualized return of 11.39%, indicating that Essential Utilities, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.64% | 25.48% |
| 1 month | -2.63% | 2.14% |
| 6 months | -0.58% | 12.76% |
| 1 year | 12.35% | 33.14% |
| 5 years (annualized) | 0.09% | 13.96% |
| 10 years (annualized) | 6.62% | 11.39% |
Monthly Returns
The table below presents the monthly returns of WTRG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.99% | -2.17% | 6.53% | -1.27% | 3.97% | -1.06% | 8.89% | -3.29% | -1.08% | 0.08% | 6.64% | ||
| 2023 | -2.10% | -7.88% | 2.03% | -2.18% | -3.95% | -2.04% | 5.96% | -12.07% | -6.96% | -2.53% | 7.38% | 4.89% | -19.40% |
| 2022 | -9.22% | -2.79% | 8.53% | -12.46% | 4.00% | -0.89% | 13.28% | -4.84% | -15.81% | 6.86% | 9.80% | -1.06% | -8.94% |
| 2021 | -2.09% | -8.68% | 6.40% | 5.32% | 1.99% | -4.39% | 7.48% | 1.59% | -7.15% | 2.15% | 1.00% | 13.58% | 16.05% |
| 2020 | 10.65% | -16.83% | -5.37% | 2.68% | 5.35% | -3.47% | 7.36% | -5.77% | -5.29% | 2.36% | 10.50% | 4.44% | 2.92% |
| 2019 | 2.52% | 3.17% | 1.39% | 7.19% | 1.80% | 4.63% | 1.40% | 6.15% | 1.22% | 1.12% | -1.81% | 6.03% | 40.43% |
| 2018 | -7.70% | -5.01% | -0.38% | 3.20% | -0.67% | 1.38% | 5.00% | 1.24% | -0.75% | -11.84% | 6.12% | -0.29% | -10.66% |
| 2017 | 1.23% | 5.03% | 1.29% | 2.92% | -0.61% | 1.87% | 0.24% | 0.67% | -0.63% | 6.90% | 7.68% | 3.26% | 33.77% |
| 2016 | 5.81% | -2.50% | 4.09% | -0.50% | 2.61% | 10.37% | -2.86% | -11.69% | 0.23% | 0.72% | -2.51% | 1.04% | 3.22% |
| 2015 | 1.31% | -1.65% | -0.34% | 1.78% | -1.25% | -6.95% | 3.88% | 0.37% | 4.38% | 8.05% | 3.27% | 1.53% | 14.50% |
| 2014 | 1.53% | 5.84% | -0.48% | 0.08% | 1.78% | 3.31% | -9.31% | 5.90% | -5.92% | 11.35% | 2.08% | 0.45% | 16.11% |
| 2013 | 7.12% | 7.63% | 7.93% | 0.92% | -1.49% | 0.64% | 8.21% | -9.78% | 1.79% | 1.82% | -3.83% | -1.99% | 18.76% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WTRG is 64, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Essential Utilities, Inc. provided a 3.29% dividend yield over the last twelve months, with an annual payout of $1.27 per share. The company has been increasing its dividends for 35 consecutive years, earning it the status of a dividend aristocrat.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.27 | $1.19 | $1.11 | $1.04 | $0.97 | $0.91 | $0.85 | $0.79 | $0.74 | $0.69 | $0.63 | $0.58 |
Dividend yield | 3.29% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
Monthly Dividends
The table displays the monthly dividend distributions for Essential Utilities, Inc.. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $1.27 | |
| 2023 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $1.19 |
| 2022 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $1.11 |
| 2021 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.04 |
| 2020 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.97 |
| 2019 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.91 |
| 2018 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.85 |
| 2017 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.79 |
| 2016 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.74 |
| 2015 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.69 |
| 2014 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.63 |
| 2013 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.58 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Essential Utilities, Inc.. 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 Essential Utilities, Inc. was 47.95%, occurring on Jul 15, 2008. Recovery took 1000 trading sessions.
The current Essential Utilities, Inc. drawdown is 21.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.95% | Mar 2, 2006 | 597 | Jul 15, 2008 | 1000 | Jul 2, 2012 | 1597 |
| -40.96% | Dec 31, 1998 | 300 | Mar 9, 2000 | 202 | Dec 26, 2000 | 502 |
| -39.62% | Feb 19, 2020 | 24 | Mar 23, 2020 | 443 | Dec 22, 2021 | 467 |
| -36.53% | Jan 3, 2022 | 440 | Oct 3, 2023 | — | — | — |
| -34.47% | May 9, 2002 | 50 | Jul 19, 2002 | 226 | Jun 12, 2003 | 276 |
Volatility
Volatility Chart
The current Essential Utilities, Inc. volatility is 6.85%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Essential Utilities, Inc. compared to its peers in the Utilities - Regulated Water industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WTRG in comparison to other companies of the Utilities - Regulated Water industry. Currently, WTRG has a PE value of 20.0. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WTRG in comparison to other companies of the Utilities - Regulated Water industry. Currently, WTRG has a PEG value of 2.8. 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 Essential Utilities, Inc..
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Income Statement
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