AWK vs. AWR
Compare and contrast key facts about American Water Works Company, Inc. (AWK) and American States Water Company (AWR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWK or AWR.
Key characteristics
| AWK | AWR | |
|---|---|---|
| YTD Return | -13.27% | -16.76% |
| 1Y Return | -22.41% | -25.04% |
| 3Y Return (Ann) | -9.17% | -4.51% |
| 5Y Return (Ann) | 3.45% | 0.99% |
| 10Y Return (Ann) | 11.75% | 10.07% |
| Sharpe Ratio | -1.06 | -1.18 |
| Daily Std Dev | 21.11% | 21.54% |
| Max Drawdown | -37.10% | -37.39% |
| Current Drawdown | -37.10% | -32.86% |
Fundamentals
| AWK | AWR | |
|---|---|---|
| Market Cap | $23.81B | $2.67B |
| EPS | $4.90 | $3.36 |
| PE Ratio | 24.94 | 21.50 |
| PEG Ratio | 3.04 | 6.85 |
| Revenue (TTM) | $4.23B | $595.70M |
| Gross Profit (TTM) | $2.20B | $264.96M |
| EBITDA (TTM) | $2.24B | $241.42M |
Correlation
The correlation between AWK and AWR is 0.59, 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.
Performance
AWK vs. AWR - Performance Comparison
In the year-to-date period, AWK achieves a -13.27% return, which is significantly higher than AWR's -16.76% return. Over the past 10 years, AWK has outperformed AWR with an annualized return of 11.75%, while AWR has yielded a comparatively lower 10.07% annualized return. 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
AWK vs. AWR - Risk-Adjusted Performance 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.
Dividends
AWK vs. AWR - Dividend Comparison
AWK's dividend yield for the trailing twelve months is around 2.49%, less than AWR's 2.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWK American Water Works Company, Inc. | 2.49% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% | 1.99% |
AWR American States Water Company | 2.53% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% | 2.65% |
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. For additional features, visit the drawdowns tool.
Volatility
AWK vs. AWR - Volatility Comparison
American Water Works Company, Inc. (AWK) has a higher volatility of 6.08% compared to American States Water Company (AWR) at 5.79%. This indicates that AWK's price experiences larger fluctuations and is considered to be riskier than AWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.