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The York Water Company (YORW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9871841089
CUSIP987184108
SectorUtilities
IndustryUtilities—Regulated Water

Highlights

Market Cap$502.70M
EPS$1.66
PE Ratio21.13
PEG Ratio7.71
Revenue (TTM)$71.03M
Gross Profit (TTM)$45.93M
EBITDA (TTM)$40.20M
Year Range$33.32 - $44.64
Target Price$47.00
Short %1.24%
Short Ratio2.24

Share Price Chart


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The York Water Company

Popular comparisons: YORW vs. AWK, YORW vs. GWRS, YORW vs. SPY, YORW vs. VOO, YORW vs. ARTNA, YORW vs. JEPI, YORW vs. CWT, YORW vs. MA, YORW vs. STWD, YORW vs. AWR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The York Water Company, 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%15.00%20.00%NovemberDecember2024FebruaryMarchApril
0.94%
19.37%
YORW (The York Water Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

The York Water Company had a return of -7.40% year-to-date (YTD) and -17.07% in the last 12 months. Over the past 10 years, The York Water Company had an annualized return of 8.02%, while the S&P 500 had an annualized return of 10.55%, indicating that The York Water Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-7.40%6.30%
1 month0.31%-3.13%
6 months0.94%19.37%
1 year-17.07%22.56%
5 years (annualized)3.15%11.65%
10 years (annualized)8.02%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-7.09%-0.75%2.46%
2023-7.49%-3.79%5.57%1.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of YORW is 14, indicating that it is in the bottom 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of YORW is 1414
The York Water Company(YORW)
The Sharpe Ratio Rank of YORW is 1010Sharpe Ratio Rank
The Sortino Ratio Rank of YORW is 1212Sortino Ratio Rank
The Omega Ratio Rank of YORW is 1515Omega Ratio Rank
The Calmar Ratio Rank of YORW is 1919Calmar Ratio Rank
The Martin Ratio Rank of YORW is 1616Martin 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 The York Water Company (YORW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


YORW
Sharpe ratio
The chart of Sharpe ratio for YORW, currently valued at -0.84, compared to the broader market-2.00-1.000.001.002.003.00-0.84
Sortino ratio
The chart of Sortino ratio for YORW, currently valued at -1.18, compared to the broader market-4.00-2.000.002.004.006.00-1.18
Omega ratio
The chart of Omega ratio for YORW, currently valued at 0.88, compared to the broader market0.501.001.500.88
Calmar ratio
The chart of Calmar ratio for YORW, currently valued at -0.53, compared to the broader market0.001.002.003.004.005.00-0.53
Martin ratio
The chart of Martin ratio for YORW, currently valued at -1.25, compared to the broader market0.0010.0020.0030.00-1.25
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current The York Water Company Sharpe ratio is -0.84. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.84
1.92
YORW (The York Water Company)
Benchmark (^GSPC)

Dividends

Dividend History

The York Water Company granted a 2.33% dividend yield in the last twelve months. The annual payout for that period amounted to $0.83 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.83$0.82$0.79$0.76$0.73$0.70$0.67$0.65$0.63$0.60$0.58$0.56

Dividend yield

2.33%2.12%1.75%1.52%1.56%1.52%2.10%1.91%1.64%2.42%2.49%2.67%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.21$0.00
2023$0.00$0.20$0.00$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.21
2022$0.00$0.19$0.00$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.20
2021$0.00$0.19$0.00$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19
2020$0.00$0.18$0.00$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.19
2019$0.00$0.17$0.00$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18
2018$0.00$0.17$0.00$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17
2017$0.00$0.16$0.00$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.17
2016$0.00$0.16$0.00$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16
2015$0.00$0.15$0.00$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.16
2014$0.00$0.14$0.00$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15
2013$0.14$0.00$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.3%
The York Water Company has a dividend yield of 2.33%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%49.8%
The York Water Company has a payout ratio of 49.82%, which is quite average when compared to the overall market. This suggests that The York Water Company 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-29.79%
-3.50%
YORW (The York Water Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The York Water Company. 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 The York Water Company was 46.68%, occurring on Mar 9, 2009. Recovery took 447 trading sessions.

The current The York Water Company drawdown is 29.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.68%Sep 28, 2006614Mar 9, 2009447Dec 14, 20101061
-36.96%Jul 14, 1997470Mar 30, 2000186Mar 6, 2001656
-34.3%May 22, 2002100Oct 15, 2002134Apr 30, 2003234
-34.18%Sep 3, 2021657Apr 16, 2024
-27.95%Jan 24, 202036Mar 16, 202086Jul 17, 2020122

Volatility

Volatility Chart

The current The York Water Company volatility is 6.09%, 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%NovemberDecember2024FebruaryMarchApril
6.09%
3.58%
YORW (The York Water Company)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items