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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

$505.07M

EPS (TTM)

$1.42

PE Ratio

24.35

PEG Ratio

7.71

Total Revenue (TTM)

$75.79M

Gross Profit (TTM)

$52.45M

EBITDA (TTM)

$33.48M

Year Range

$29.66 - $41.17

Target Price

$42.00

Short %

1.02%

Short Ratio

1.70

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


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Returns By Period

The York Water Company (YORW) returned 0.90% year-to-date (YTD) and -12.34% over the past 12 months. Over the past 10 years, YORW returned 5.78% annually, underperforming the S&P 500 benchmark at 10.45%.


YORW

YTD

0.90%

1M

-0.73%

6M

-11.35%

1Y

-12.34%

5Y*

-3.37%

10Y*

5.78%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

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
2025-5.47%4.33%8.21%1.50%-6.85%0.90%
2024-7.09%-0.75%2.46%-2.10%4.31%0.70%11.38%-5.64%-3.36%-6.11%1.90%-8.10%-13.23%
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%-0.85%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%-0.19%9.90%-8.10%15.63%13.98%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of YORW is 30, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of YORW is 3030
Overall Rank
The Sharpe Ratio Rank of YORW is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of YORW is 2626
Sortino Ratio Rank
The Omega Ratio Rank of YORW is 2727
Omega Ratio Rank
The Calmar Ratio Rank of YORW is 3838
Calmar Ratio Rank
The Martin Ratio Rank of YORW is 3838
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The York Water Company Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: -0.54
  • 5-Year: -0.13
  • 10-Year: 0.19
  • All Time: 0.32

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of The York Water Company compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

The York Water Company provided a 2.62% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.


1.60%1.80%2.00%2.20%2.40%2.60%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.86$0.85$0.82$0.79$0.76$0.73$0.70$0.67$0.65$0.63$0.60$0.58

Dividend yield

2.62%2.60%2.12%1.75%1.52%1.56%1.52%2.10%1.91%1.64%2.42%2.49%

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
2025$0.00$0.22$0.00$0.00$0.00$0.22
2024$0.00$0.21$0.00$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.22$0.85
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$0.14$0.00$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15$0.58

Dividend Yield & Payout


Dividend Yield

The York Water Company has a dividend yield of 2.62%, which is quite average when compared to the overall market.

Payout Ratio

The York Water Company has a payout ratio of 76.79%, 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.


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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 33.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.68%Sep 28, 2006614Mar 9, 2009447Dec 14, 20101061
-39.62%Sep 3, 2021849Jan 22, 2025
-34.3%May 22, 2002100Oct 15, 2002134Apr 30, 2003234
-27.95%Jan 24, 202036Mar 16, 202086Jul 17, 2020122
-27.72%Jun 16, 2017177Feb 28, 2018365Aug 12, 2019542

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 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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of The York Water Company, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -2.7%.


0.200.250.300.350.400.450.500.55AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
0.36
0.37
Actual
Estimate

Valuation

The Valuation section provides an overview of how The York Water Company 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.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for YORW, comparing it with other companies in the Utilities - Regulated Water industry. Currently, YORW has a P/E ratio of 24.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for YORW compared to other companies in the Utilities - Regulated Water industry. YORW currently has a PEG ratio of 7.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for YORW relative to other companies in the Utilities - Regulated Water industry. Currently, YORW has a P/S ratio of 6.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for YORW in comparison with other companies in the Utilities - Regulated Water industry. Currently, YORW has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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