ARTNA vs. YORW
Compare and contrast key facts about Artesian Resources Corporation (ARTNA) and The York Water Company (YORW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTNA or YORW.
Key characteristics
| ARTNA | YORW | |
|---|---|---|
| YTD Return | -14.02% | -5.00% |
| 1Y Return | -11.80% | 1.30% |
| 3Y Return (Ann) | -4.64% | -7.88% |
| 5Y Return (Ann) | 1.56% | -1.13% |
| 10Y Return (Ann) | 7.48% | 7.57% |
| Sharpe Ratio | -0.39 | 0.04 |
| Sortino Ratio | -0.37 | 0.23 |
| Omega Ratio | 0.96 | 1.03 |
| Calmar Ratio | -0.27 | 0.03 |
| Martin Ratio | -0.75 | 0.12 |
| Ulcer Index | 15.78% | 8.27% |
| Daily Std Dev | 30.31% | 22.76% |
| Max Drawdown | -43.92% | -46.68% |
| Current Drawdown | -41.17% | -27.98% |
Fundamentals
| ARTNA | YORW | |
|---|---|---|
| Market Cap | $370.99M | $518.33M |
| EPS | $1.95 | $1.48 |
| PE Ratio | 18.53 | 24.36 |
| PEG Ratio | 7.29 | 7.71 |
| Total Revenue (TTM) | $105.65M | $74.19M |
| Gross Profit (TTM) | $39.47M | $48.64M |
| EBITDA (TTM) | $47.24M | $38.98M |
Correlation
The correlation between ARTNA and YORW is 0.33, 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
In the year-to-date period, ARTNA achieves a -14.02% return, which is significantly lower than YORW's -5.00% return. Both investments have delivered pretty close results over the past 10 years, with ARTNA having a 7.48% annualized return and YORW not far ahead at 7.57%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
ARTNA vs. YORW - Dividend Comparison
ARTNA's dividend yield for the trailing twelve months is around 3.36%, more than YORW's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTNA Artesian Resources Corporation | 3.36% | 2.74% | 1.86% | 2.26% | 2.71% | 2.64% | 2.74% | 2.40% | 2.82% | 3.15% | 3.75% | 3.59% |
YORW The York Water Company | 2.34% | 2.12% | 1.75% | 1.52% | 1.56% | 1.52% | 2.10% | 1.91% | 1.64% | 2.42% | 2.49% | 2.67% |
Drawdowns
ARTNA vs. YORW - Drawdown Comparison
The maximum ARTNA drawdown since its inception was -43.92%, smaller than the maximum YORW 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.
Volatility
ARTNA vs. YORW - Volatility Comparison
Artesian Resources Corporation (ARTNA) has a higher volatility of 10.05% compared to The York Water Company (YORW) at 8.04%. This indicates that ARTNA's price experiences larger fluctuations and is considered to be riskier than YORW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities