ABBV vs. AWR
ABBV (AbbVie Inc.) and AWR (American States Water Company) are both stocks. ABBV operates in Drug Manufacturers - General (Healthcare), while AWR operates in Utilities - Regulated Water (Utilities). Over the past 10 years, ABBV returned 19.10%/yr vs 8.73%/yr for AWR. At a 0.22 correlation, their price movements are largely independent.
Performance
ABBV vs. AWR - Performance Comparison
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Returns By Period
In the year-to-date period, ABBV achieves a 1.30% return, which is significantly lower than AWR's 8.77% return. Over the past 10 years, ABBV has outperformed AWR with an annualized return of 19.10%, while AWR has yielded a comparatively lower 8.73% annualized return.
ABBV
- 1D
- 1.32%
- 1M
- 9.22%
- YTD
- 1.30%
- 6M
- 3.65%
- 1Y
- 22.21%
- 3Y*
- 22.39%
- 5Y*
- 18.94%
- 10Y*
- 19.10%
AWR
- 1D
- 1.16%
- 1M
- 0.98%
- YTD
- 8.77%
- 6M
- 6.61%
- 1Y
- 1.68%
- 3Y*
- -1.47%
- 5Y*
- 0.97%
- 10Y*
- 8.73%
ABBV vs. AWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ABBV AbbVie Inc. | 1.30% | 33.08% | 18.86% | -0.23% | 24.01% | 32.43% | 27.72% | 1.47% | -0.96% | 60.07% |
AWR American States Water Company | 8.77% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
Correlation
The correlation between ABBV and AWR is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.22 |
Fundamentals
ABBV:
$403.99B
AWR:
$3.05B
ABBV:
$2.05
AWR:
$3.44
ABBV:
110.96
AWR:
22.60
ABBV:
6.43
AWR:
4.44
ABBV:
14.69
AWR:
2.87
ABBV:
$62.82B
AWR:
$679.25M
ABBV:
$46.15B
AWR:
$303.17M
ABBV:
$17.96B
AWR:
$233.31M
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Return for Risk
ABBV vs. AWR — Risk / Return Rank
ABBV
AWR
ABBV vs. AWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AbbVie Inc. (ABBV) and American States Water Company (AWR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ABBV | AWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.83 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.03 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.15 | +1.14 |
| Martin ratioReturn relative to average drawdown | 2.88 | 0.26 | +2.61 |
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Drawdowns
ABBV vs. AWR - Drawdown Comparison
The maximum ABBV drawdown since its inception was -45.09%, which is greater than AWR's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for ABBV and AWR.
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Drawdown Indicators
| ABBV | AWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.09% | -37.39% | -7.70% |
Max Drawdown (1Y)Largest decline over 1 year | -17.32% | -11.55% | -5.77% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -24.74% | +4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -21.92% | -32.85% | +10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -45.09% | -32.85% | -12.24% |
Current DrawdownCurrent decline from peak | -4.60% | -17.04% | +12.44% |
Average DrawdownAverage peak-to-trough decline | -10.71% | -10.81% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.75% | 6.42% | +1.33% |
Volatility
ABBV vs. AWR - Volatility Comparison
AbbVie Inc. (ABBV) and American States Water Company (AWR) have volatilities of 6.10% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABBV | AWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 6.18% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 17.85% | 15.35% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.31% | 20.36% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.89% | 22.69% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 26.17% | -0.44% |
Dividends
ABBV vs. AWR - Dividend Comparison
ABBV's dividend yield for the trailing twelve months is around 2.96%, more than AWR's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABBV AbbVie Inc. | 2.96% | 2.87% | 3.49% | 3.82% | 3.49% | 3.84% | 4.41% | 4.83% | 3.89% | 2.65% | 3.64% | 3.41% |
AWR American States Water Company | 2.59% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
Financials
ABBV vs. AWR - Financials Comparison
This section allows you to compare key financial metrics between AbbVie Inc. and American States Water Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ABBV vs. AWR - Profitability Comparison
ABBV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported a gross profit of 12.53B and revenue of 15.00B. Therefore, the gross margin over that period was 83.5%.
AWR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American States Water Company reported a gross profit of 0.00 and revenue of 169.19M. Therefore, the gross margin over that period was 0.0%.
ABBV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported an operating income of 4.73B and revenue of 15.00B, resulting in an operating margin of 31.6%.
AWR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American States Water Company reported an operating income of 51.37M and revenue of 169.19M, resulting in an operating margin of 30.4%.
ABBV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AbbVie Inc. reported a net income of 699.00M and revenue of 15.00B, resulting in a net margin of 4.7%.
AWR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American States Water Company reported a net income of 29.95M and revenue of 169.19M, resulting in a net margin of 17.7%.
Frequently Asked Questions
ABBV and AWR have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AWR has higher volatility (6.18%) compared to ABBV (6.10%). In terms of maximum drawdown, ABBV dropped -45.09% vs AWR's -37.39%.
ABBV currently has the higher Sharpe Ratio (0.92 vs 0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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