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

Company Info

ISIN

US9871841089

CUSIP

987184108

Sector

Utilities

IPO Date

May 3, 1999

Highlights

Market Cap

$503.96M

EPS (TTM)

$1.48

PE Ratio

23.69

PEG Ratio

7.71

Total Revenue (TTM)

$74.19M

Gross Profit (TTM)

$48.64M

EBITDA (TTM)

$41.49M

Year Range

$32.95 - $41.72

Target Price

$46.00

Short %

0.94%

Short Ratio

2.80

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

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%JulyAugustSeptemberOctoberNovemberDecember
-6.23%
8.53%
YORW (The York Water Company)
Benchmark (^GSPC)

Returns By Period

The York Water Company had a return of -12.41% year-to-date (YTD) and -11.50% in the last 12 months. Over the past 10 years, The York Water Company had an annualized return of 5.60%, while the S&P 500 had an annualized return of 11.06%, indicating that The York Water Company did not perform as well as the benchmark.


YORW

YTD

-12.41%

1M

-7.05%

6M

-6.77%

1Y

-11.50%

5Y*

-4.80%

10Y*

5.60%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.09%-0.75%2.46%-2.10%4.31%0.70%11.38%-5.64%-3.36%-6.11%1.91%-12.41%
20231.04%-3.90%2.81%-5.95%0.88%-2.21%0.15%-1.43%-7.49%-3.79%5.57%1.96%-12.40%
2022-8.76%-0.76%0.22%-13.99%5.95%-0.86%6.33%2.28%-12.18%13.35%4.89%-1.11%-7.93%
2021-6.78%-3.80%17.69%5.45%-2.54%-9.63%6.53%6.86%-14.94%9.71%-2.21%6.65%8.61%
20202.71%-10.36%2.77%-7.22%10.12%8.43%-3.44%-1.51%-6.94%-0.05%6.60%3.88%2.67%
20192.62%11.33%-5.84%-0.84%1.32%4.12%0.70%3.81%17.39%0.87%0.66%4.42%46.40%
2018-6.64%-10.71%10.32%3.87%1.71%-2.40%-2.52%-2.90%1.56%2.43%6.36%-2.66%-3.34%
2017-6.28%1.00%-2.64%6.99%-11.73%5.76%-0.14%-5.46%3.52%3.83%5.54%-8.30%-9.61%
20166.94%4.74%9.86%-2.85%-8.94%19.26%-1.87%-9.99%5.35%6.54%15.19%5.38%56.23%
20151.98%0.62%2.58%3.62%-11.13%-6.08%2.30%-0.52%-0.31%10.28%2.93%5.16%10.26%
2014-2.68%-0.28%1.14%-1.91%1.80%2.92%-8.60%6.04%-0.18%9.90%-8.10%15.63%13.98%
20137.57%-1.61%1.84%-0.27%1.76%0.46%10.77%-7.40%3.51%3.19%5.70%-3.74%22.51%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of YORW is 21, meaning it’s performing worse than 79% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of YORW is 2121
Overall Rank
The Sharpe Ratio Rank of YORW is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of YORW is 1919
Sortino Ratio Rank
The Omega Ratio Rank of YORW is 2121
Omega Ratio Rank
The Calmar Ratio Rank of YORW is 2929
Calmar Ratio Rank
The Martin Ratio Rank of YORW is 1616
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for YORW, currently valued at -0.55, compared to the broader market-4.00-2.000.002.00-0.552.10
The chart of Sortino ratio for YORW, currently valued at -0.65, compared to the broader market-4.00-2.000.002.004.00-0.652.80
The chart of Omega ratio for YORW, currently valued at 0.92, compared to the broader market0.501.001.502.000.921.39
The chart of Calmar ratio for YORW, currently valued at -0.34, compared to the broader market0.002.004.006.00-0.343.09
The chart of Martin ratio for YORW, currently valued at -1.28, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.2813.49
YORW
^GSPC

The current The York Water Company Sharpe ratio is -0.55. 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 The York Water Company 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.55
2.10
YORW (The York Water Company)
Benchmark (^GSPC)

Dividends

Dividend History

The York Water Company provided a 2.54% dividend yield over the last twelve months, with an annual payout of $0.84 per share. The company has been increasing its dividends for 24 consecutive years.


1.60%1.80%2.00%2.20%2.40%2.60%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.84$0.82$0.79$0.76$0.73$0.70$0.67$0.65$0.63$0.60$0.58$0.56

Dividend yield

2.54%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.21$0.00$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.00$0.63
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$0.82
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$0.79
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$0.76
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$0.73
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$0.70
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$0.67
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$0.65
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$0.63
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$0.60
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$0.58
2013$0.14$0.00$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.56

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.5%
The York Water Company has a dividend yield of 2.54%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%57.0%
The York Water Company has a payout ratio of 56.97%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-33.59%
-2.62%
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 33.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.68%Sep 28, 2006614Mar 9, 2009447Dec 14, 20101061
-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
-27.72%Jun 16, 2017177Feb 28, 2018365Aug 12, 2019542

Volatility

Volatility Chart

The current The York Water Company volatility is 5.22%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.22%
3.79%
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

Valuation

The Valuation section provides an assessment of the market value of The York Water Company compared to its peers in the Utilities - Regulated Water industry.


PE Ratio
10.020.030.040.050.060.023.7
The chart displays the price to earnings (P/E) ratio for YORW in comparison to other companies of the Utilities - Regulated Water industry. Currently, YORW has a PE value of 23.7. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.010.07.7
The chart displays the price to earnings to growth (PEG) ratio for YORW in comparison to other companies of the Utilities - Regulated Water industry. Currently, YORW has a PEG value of 7.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The York Water Company.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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