ARTNA vs. AWK
ARTNA (Artesian Resources Corporation) and AWK (American Water Works Company, Inc.) are both stocks. Both operate in the Utilities - Regulated Water industry within the Utilities sector. Over the past 10 years, ARTNA returned 3.25%/yr vs 7.12%/yr for AWK. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
ARTNA vs. AWK - Performance Comparison
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Returns By Period
In the year-to-date period, ARTNA achieves a 10.81% return, which is significantly higher than AWK's 4.25% return. Over the past 10 years, ARTNA has underperformed AWK with an annualized return of 3.25%, while AWK has yielded a comparatively higher 7.12% annualized return.
ARTNA
- 1D
- -0.20%
- 1M
- -0.12%
- 6M
- 4.99%
- YTD
- 10.81%
- 1Y
- 8.77%
- 3Y*
- -5.62%
- 5Y*
- 0.38%
- 10Y*
- 3.25%
- ALL TIME*
- 9.42%
AWK
- 1D
- -1.93%
- 1M
- -1.97%
- 6M
- 5.36%
- YTD
- 4.25%
- 1Y
- -5.50%
- 3Y*
- -0.08%
- 5Y*
- -2.62%
- 10Y*
- 7.12%
- ALL TIME*
- 13.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.12M | $1.07M | $1.20M | |
| $350.60M | $305.70M | $284.77M |
ARTNA vs. AWK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTNA Artesian Resources Corporation | 10.81% | 3.83% | -21.20% | -27.63% | 29.29% | 28.22% | 2.47% | 9.66% | -7.19% | 23.91% |
AWK American Water Works Company, Inc. | 4.25% | 7.40% | -3.53% | -11.68% | -17.89% | 24.83% | 26.88% | 37.79% | 1.32% | 29.01% |
Correlation
The correlation between ARTNA and AWK is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2008 | 0.39 |
The correlation between ARTNA and AWK shifts across timeframes, from 0.39 (all time) to 0.57 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
ARTNA:
$354.64M
AWK:
$26.66B
ARTNA:
$2.26
AWK:
$5.78
ARTNA:
15.20
AWK:
23.22
ARTNA:
3.09
AWK:
4.96
ARTNA:
1.40
AWK:
2.25
ARTNA:
$114.83M
AWK:
$5.28B
ARTNA:
$46.30M
AWK:
$2.35B
ARTNA:
$51.58M
AWK:
$2.53B
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Return for Risk
ARTNA vs. AWK — Risk / Return Rank
ARTNA
AWK
ARTNA vs. AWK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and American Water Works Company, Inc. (AWK). 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.
| ARTNA | AWK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.01 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | -0.12 | +0.88 |
| Martin ratioReturn relative to average drawdown | 1.85 | -0.20 | +2.05 |
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Drawdowns
ARTNA vs. AWK - Drawdown Comparison
The maximum ARTNA drawdown since its inception was -49.39%, which is greater than AWK's maximum drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for ARTNA and AWK.
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Drawdown Indicators
| ARTNA | AWK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.39% | -37.10% | -12.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.26% | -15.45% | +3.19% |
Max Drawdown (3Y)Largest decline over 3 years | -35.33% | -18.99% | -16.34% |
Max Drawdown (5Y)Largest decline over 5 years | -49.39% | -37.10% | -12.29% |
Max Drawdown (10Y)Largest decline over 10 years | -49.39% | -37.10% | -12.29% |
Current DrawdownCurrent decline from peak | -37.97% | -21.67% | -16.30% |
Average DrawdownAverage peak-to-trough decline | -11.49% | -9.61% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 8.86% | -3.80% |
Volatility
ARTNA vs. AWK - Volatility Comparison
The current volatility for Artesian Resources Corporation (ARTNA) is 5.14%, while American Water Works Company, Inc. (AWK) has a volatility of 8.37%. This indicates that ARTNA experiences smaller price fluctuations and is considered to be less risky than AWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTNA | AWK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 8.37% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 16.93% | -2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.28% | 22.74% | -2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.92% | 23.04% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.69% | 23.83% | +3.86% |
Dividends
ARTNA vs. AWK - Dividend Comparison
ARTNA's dividend yield for the trailing twelve months is around 3.65%, more than AWK's 2.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTNA Artesian Resources Corporation | 3.65% | 3.89% | 3.74% | 2.74% | 1.86% | 2.26% | 2.71% | 2.64% | 2.74% | 2.40% | 2.82% | 3.15% |
AWK American Water Works Company, Inc. | 2.52% | 2.49% | 2.41% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% |
Financials
ARTNA vs. AWK - Financials Comparison
This section allows you to compare key financial metrics between Artesian Resources Corporation and American Water Works Company, Inc.. 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
ARTNA vs. AWK - Profitability Comparison
ARTNA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Artesian Resources Corporation reported a gross profit of 9.95M and revenue of 27.77M. Therefore, the gross margin over that period was 35.8%.
AWK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, American Water Works Company, Inc. reported a gross profit of 874.00M and revenue of 1.36B. Therefore, the gross margin over that period was 64.5%.
ARTNA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Artesian Resources Corporation reported an operating income of 8.34M and revenue of 27.77M, resulting in an operating margin of 30.0%.
AWK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, American Water Works Company, Inc. reported an operating income of 542.00M and revenue of 1.36B, resulting in an operating margin of 40.0%.
ARTNA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Artesian Resources Corporation reported a net income of 5.93M and revenue of 27.77M, resulting in a net margin of 21.4%.
AWK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, American Water Works Company, Inc. reported a net income of 315.00M and revenue of 1.36B, resulting in a net margin of 23.3%.
Frequently Asked Questions
ARTNA and AWK have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AWK has higher volatility (8.37%) compared to ARTNA (5.14%). In terms of maximum drawdown, ARTNA dropped -49.39% vs AWK's -37.10%.
ARTNA currently has the higher Sharpe Ratio (0.46 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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