AWK vs. AWR

Last updated Apr 1, 2026

Compare and contrast key facts about American Water Works Company, Inc. (AWK) and American States Water Company (AWR).

Performance

AWK vs. AWR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Water Works Company, Inc. (AWK) and American States Water Company (AWR). The values are adjusted to include any dividend payments, if applicable.

AWK vs. AWR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AWK American Water Works Company, Inc.	4.99%	7.40%	-3.53%	-11.68%	-17.89%	24.83%	26.88%	37.79%	1.32%	29.01%
AWR American States Water Company	5.06%	-4.32%	-1.18%	-11.43%	-8.92%	32.25%	-6.75%	31.19%	17.91%	29.76%

Fundamentals

Market Cap AWK : $26.54B AWR : $2.92B
EPS AWK : $5.70 AWR : $3.37
PE Ratio AWK : 23.89 AWR : 22.42
PS Ratio AWK : 5.16 AWR : 4.44
PB Ratio AWK : 2.45 AWR : 2.80
Total Revenue (TTM) AWK : $5.14B AWR : $658.07M
Gross Profit (TTM) AWK : $3.12B AWR : $0.00
EBITDA (TTM) AWK : $1.70B AWR : $170.81M

Returns By Period

The year-to-date returns for both investments are quite close, with AWK having a 4.99% return and AWR slightly higher at 5.06%. Both investments have delivered pretty close results over the past 10 years, with AWK having a 9.05% annualized return and AWR not far behind at 8.71%.

AWK

• 1D: -1.97%
• 1M: 0.04%
• YTD: 4.99%
• 6M: -0.93%
• 1Y: -5.43%
• 3Y*: -0.15%
• 5Y*: 0.00%
• 10Y*: 9.05%

AWR

• 1D: -1.43%
• 1M: 1.46%
• YTD: 5.06%
• 6M: 4.56%
• 1Y: -1.33%
• 3Y*: -3.02%
• 5Y*: 2.03%
• 10Y*: 8.71%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AWK vs. AWR — Risk / Return Rank

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

AWK

AWK Risk / Return Rank: 31
AWK Sharpe Ratio Rank: 31
AWK Sortino Ratio Rank: 26
AWK Omega Ratio Rank: 27
AWK Calmar Ratio Rank: 34
AWK Martin Ratio Rank: 34

AWR

AWR Risk / Return Rank: 37
AWR Sharpe Ratio Rank: 38
AWR Sortino Ratio Rank: 31
AWR Omega Ratio Rank: 31
AWR Calmar Ratio Rank: 42
AWR Martin Ratio Rank: 42

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AWK vs. AWR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Water Works Company, Inc. (AWK) 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.

	AWK	AWR	Difference
Sharpe ratio Return per unit of total volatility	-0.24	-0.07	-0.17
Sortino ratio Return per unit of downside risk	-0.18	0.05	-0.23
Omega ratio Gain probability vs. loss probability	0.98	1.01	-0.03
Calmar ratio Return relative to maximum drawdown	-0.26	-0.01	-0.26
Martin ratio Return relative to average drawdown	-0.50	-0.01	-0.49
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AWK vs. AWR - Sharpe Ratio Comparison

The current AWK Sharpe Ratio is -0.24, which is lower than the AWR Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of AWK and AWR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AWK	AWR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.24	-0.07	-0.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	0.09	-0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.38	0.33	+0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.60	0.39	+0.20

Correlation

The correlation between AWK and AWR is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

AWK vs. AWR - Dividend Comparison

AWK's dividend yield for the trailing twelve months is around 2.43%, less than AWR's 2.62% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AWK American Water Works Company, Inc.	2.43%	2.49%	2.41%	2.10%	1.68%	1.25%	1.40%	1.59%	1.96%	1.77%	2.02%	2.23%
AWR American States Water Company	2.62%	2.68%	2.30%	2.06%	1.65%	1.35%	1.61%	1.34%	1.58%	1.72%	2.01%	2.08%

Drawdowns

AWK vs. AWR - Drawdown Comparison

The maximum AWK drawdown since its inception was -37.10%, roughly equal to the maximum AWR drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for AWK and AWR.

Drawdown Indicators

	AWK	AWR	Difference
Max Drawdown Largest peak-to-trough decline	-37.10%	-37.39%	+0.29%
Max Drawdown (1Y) Largest decline over 1 year	-17.61%	-12.36%	-5.25%
Max Drawdown (5Y) Largest decline over 5 years	-37.10%	-32.85%	-4.25%
Max Drawdown (10Y) Largest decline over 10 years	-37.10%	-32.85%	-4.25%
Current Drawdown Current decline from peak	-21.12%	-19.87%	-1.25%
Average Drawdown Average peak-to-trough decline	-9.33%	-10.77%	+1.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.14%	7.03%	+2.11%

Volatility

AWK vs. AWR - Volatility Comparison

American Water Works Company, Inc. (AWK) and American States Water Company (AWR) have volatilities of 7.00% and 6.99%, 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.

Volatility by Period

	AWK	AWR	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.00%	6.99%	+0.01%
Volatility (6M) Calculated over the trailing 6-month period	16.48%	14.29%	+2.19%
Volatility (1Y) Calculated over the trailing 1-year period	23.10%	19.97%	+3.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.77%	22.39%	+0.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.65%	26.28%	-2.63%

Financials