ARTNA vs. WTRG
Compare and contrast key facts about Artesian Resources Corporation (ARTNA) and Essential Utilities, Inc. (WTRG).
Performance
ARTNA vs. WTRG - Performance Comparison
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ARTNA vs. WTRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARTNA Artesian Resources Corporation | 1.72% | 3.83% | -21.20% | -27.63% | 29.29% | 28.22% | 2.47% | 9.66% | -7.19% | 23.91% |
WTRG Essential Utilities, Inc. | 5.95% | 9.40% | 0.52% | -19.40% | -8.94% | 16.05% | 2.92% | 40.43% | -10.66% | 33.77% |
Fundamentals
ARTNA:
$328.66M
WTRG:
$11.42B
ARTNA:
$2.21
WTRG:
$2.18
ARTNA:
14.40
WTRG:
18.44
ARTNA:
2.38
WTRG:
2.59
ARTNA:
2.91
WTRG:
4.59
ARTNA:
1.32
WTRG:
1.67
ARTNA:
$112.94M
WTRG:
$2.47B
ARTNA:
$48.78M
WTRG:
$1.07B
ARTNA:
$52.60M
WTRG:
$1.25B
Returns By Period
In the year-to-date period, ARTNA achieves a 1.72% return, which is significantly lower than WTRG's 5.95% return. Over the past 10 years, ARTNA has underperformed WTRG with an annualized return of 4.33%, while WTRG has yielded a comparatively higher 5.08% annualized return.
ARTNA
- 1D
- -1.97%
- 1M
- -5.99%
- YTD
- 1.72%
- 6M
- -0.39%
- 1Y
- 1.30%
- 3Y*
- -14.07%
- 5Y*
- -1.51%
- 10Y*
- 4.33%
WTRG
- 1D
- -1.90%
- 1M
- 0.75%
- YTD
- 5.95%
- 6M
- 2.75%
- 1Y
- 5.51%
- 3Y*
- 0.68%
- 5Y*
- 0.86%
- 10Y*
- 5.08%
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Return for Risk
ARTNA vs. WTRG — Risk / Return Rank
ARTNA
WTRG
ARTNA vs. WTRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and Essential Utilities, Inc. (WTRG). 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.
| ARTNA | WTRG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 0.25 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.24 | 0.52 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.06 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.58 | -0.48 |
Martin ratioReturn relative to average drawdown | 0.21 | 0.99 | -0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARTNA | WTRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 0.25 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.04 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.21 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.47 | -0.16 |
Correlation
The correlation between ARTNA and WTRG is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ARTNA vs. WTRG - Dividend Comparison
ARTNA's dividend yield for the trailing twelve months is around 3.90%, more than WTRG's 3.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTNA Artesian Resources Corporation | 3.90% | 3.89% | 3.74% | 2.74% | 1.86% | 2.26% | 2.71% | 2.64% | 2.74% | 2.40% | 2.82% | 3.15% |
WTRG Essential Utilities, Inc. | 3.36% | 3.48% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% |
Drawdowns
ARTNA vs. WTRG - Drawdown Comparison
The maximum ARTNA drawdown since its inception was -49.39%, roughly equal to the maximum WTRG drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for ARTNA and WTRG.
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Drawdown Indicators
| ARTNA | WTRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.39% | -47.95% | -1.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.26% | -10.60% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -49.39% | -36.53% | -12.86% |
Max Drawdown (10Y)Largest decline over 10 years | -49.39% | -39.62% | -9.77% |
Current DrawdownCurrent decline from peak | -43.06% | -14.49% | -28.57% |
Average DrawdownAverage peak-to-trough decline | -11.16% | -12.12% | +0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.79% | 6.20% | -0.41% |
Volatility
ARTNA vs. WTRG - Volatility Comparison
Artesian Resources Corporation (ARTNA) has a higher volatility of 8.53% compared to Essential Utilities, Inc. (WTRG) at 7.48%. This indicates that ARTNA's price experiences larger fluctuations and is considered to be riskier than WTRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARTNA | WTRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.53% | 7.48% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 16.22% | 16.10% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 21.75% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.36% | 22.20% | +4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.08% | 24.81% | +3.27% |
Financials
ARTNA vs. WTRG - Financials Comparison
This section allows you to compare key financial metrics between Artesian Resources Corporation and Essential Utilities, 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. WTRG - Profitability Comparison
ARTNA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Artesian Resources Corporation reported a gross profit of 9.01M and revenue of 28.02M. Therefore, the gross margin over that period was 32.2%.
WTRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported a gross profit of 0.00 and revenue of 699.11M. Therefore, the gross margin over that period was 0.0%.
ARTNA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Artesian Resources Corporation reported an operating income of 7.11M and revenue of 28.02M, resulting in an operating margin of 25.4%.
WTRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported an operating income of 227.00M and revenue of 699.11M, resulting in an operating margin of 32.5%.
ARTNA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Artesian Resources Corporation reported a net income of 4.13M and revenue of 28.02M, resulting in a net margin of 14.8%.
WTRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported a net income of 132.68M and revenue of 699.11M, resulting in a net margin of 19.0%.