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ARTNA vs. YORW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ARTNA and YORW is 0.22, 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.


Performance

ARTNA vs. YORW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artesian Resources Corporation (ARTNA) and The York Water Company (YORW). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ARTNA:

-0.34

YORW:

-0.54

Sortino Ratio

ARTNA:

-0.15

YORW:

-0.40

Omega Ratio

ARTNA:

0.98

YORW:

0.95

Calmar Ratio

ARTNA:

-0.14

YORW:

-0.22

Martin Ratio

ARTNA:

-0.44

YORW:

-0.66

Ulcer Index

ARTNA:

15.24%

YORW:

13.48%

Daily Std Dev

ARTNA:

28.53%

YORW:

22.94%

Max Drawdown

ARTNA:

-49.39%

YORW:

-46.68%

Current Drawdown

ARTNA:

-40.60%

YORW:

-33.62%

Fundamentals

Market Cap

ARTNA:

$351.86M

YORW:

$505.07M

EPS

ARTNA:

$1.98

YORW:

$1.42

PE Ratio

ARTNA:

17.31

YORW:

24.35

PEG Ratio

ARTNA:

7.29

YORW:

7.71

PS Ratio

ARTNA:

3.26

YORW:

6.74

PB Ratio

ARTNA:

1.49

YORW:

2.18

Total Revenue (TTM)

ARTNA:

$83.41M

YORW:

$75.79M

Gross Profit (TTM)

ARTNA:

$38.52M

YORW:

$52.45M

EBITDA (TTM)

ARTNA:

$38.09M

YORW:

$33.48M

Returns By Period

In the year-to-date period, ARTNA achieves a 10.17% return, which is significantly higher than YORW's 0.90% return. Over the past 10 years, ARTNA has outperformed YORW with an annualized return of 8.02%, while YORW has yielded a comparatively lower 5.78% annualized return.


ARTNA

YTD

10.17%

1M

8.29%

6M

-1.99%

1Y

-9.60%

5Y*

1.91%

10Y*

8.02%

YORW

YTD

0.90%

1M

-0.73%

6M

-11.35%

1Y

-12.34%

5Y*

-3.37%

10Y*

5.78%

*Annualized

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Risk-Adjusted Performance

ARTNA vs. YORW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTNA
The Risk-Adjusted Performance Rank of ARTNA is 3737
Overall Rank
The Sharpe Ratio Rank of ARTNA is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of ARTNA is 3333
Sortino Ratio Rank
The Omega Ratio Rank of ARTNA is 3434
Omega Ratio Rank
The Calmar Ratio Rank of ARTNA is 4444
Calmar Ratio Rank
The Martin Ratio Rank of ARTNA is 4343
Martin Ratio Rank

YORW
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.

ARTNA vs. YORW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and The York Water Company (YORW). 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.


The current ARTNA Sharpe Ratio is -0.34, which is higher than the YORW Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of ARTNA and YORW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ARTNA vs. YORW - Dividend Comparison

ARTNA's dividend yield for the trailing twelve months is around 3.46%, more than YORW's 2.62% yield.


TTM20242023202220212020201920182017201620152014
ARTNA
Artesian Resources Corporation
3.46%3.74%2.74%1.86%2.26%2.72%2.64%2.74%2.40%2.82%3.15%3.75%
YORW
The York Water Company
2.62%2.60%2.12%1.75%1.52%1.56%1.52%2.10%1.91%1.64%2.42%2.49%

Drawdowns

ARTNA vs. YORW - Drawdown Comparison

The maximum ARTNA drawdown since its inception was -49.39%, which is greater than YORW's maximum drawdown of -46.68%. Use the drawdown chart below to compare losses from any high point for ARTNA and YORW. For additional features, visit the drawdowns tool.


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Volatility

ARTNA vs. YORW - Volatility Comparison


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Financials

ARTNA vs. YORW - Financials Comparison

This section allows you to compare key financial metrics between Artesian Resources Corporation and The York 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


15.00M20.00M25.00M30.00M20212022202320242025
26.85M
18.46M
(ARTNA) Total Revenue
(YORW) Total Revenue
Values in USD except per share items

ARTNA vs. YORW - Profitability Comparison

The chart below illustrates the profitability comparison between Artesian Resources Corporation and The York Water Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
44.9%
71.8%
(ARTNA) Gross Margin
(YORW) Gross Margin
ARTNA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Artesian Resources Corporation reported a gross profit of 12.05M and revenue of 26.85M. Therefore, the gross margin over that period was 44.9%.

YORW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The York Water Company reported a gross profit of 13.25M and revenue of 18.46M. Therefore, the gross margin over that period was 71.8%.

ARTNA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Artesian Resources Corporation reported an operating income of 5.64M and revenue of 26.85M, resulting in an operating margin of 21.0%.

YORW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The York Water Company reported an operating income of 6.28M and revenue of 18.46M, resulting in an operating margin of 34.0%.

ARTNA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Artesian Resources Corporation reported a net income of 3.85M and revenue of 26.85M, resulting in a net margin of 14.3%.

YORW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The York Water Company reported a net income of 3.64M and revenue of 18.46M, resulting in a net margin of 19.7%.