AWK vs. HLMA.L
AWK (American Water Works Company, Inc.) and HLMA.L (Halma plc) are both stocks. AWK operates in Utilities - Regulated Water (Utilities), while HLMA.L operates in Conglomerates (Industrials). Over the past 10 years, AWK returned 6.76%/yr vs 17.59%/yr for HLMA.L. At a 0.16 correlation, their price movements are largely independent.
Performance
AWK vs. HLMA.L - Performance Comparison
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Different Trading Currencies
AWK is traded in USD, while HLMA.L is traded in GBp. To make them comparable, the HLMA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AWK achieves a -4.83% return, which is significantly lower than HLMA.L's 32.29% return. Over the past 10 years, AWK has underperformed HLMA.L with an annualized return of 6.76%, while HLMA.L has yielded a comparatively higher 17.59% annualized return.
AWK
- 1D
- -1.59%
- 1M
- -1.35%
- YTD
- -4.83%
- 6M
- -3.31%
- 1Y
- -10.24%
- 3Y*
- -3.56%
- 5Y*
- -2.91%
- 10Y*
- 6.76%
HLMA.L
- 1D
- 1.30%
- 1M
- 1.59%
- YTD
- 32.29%
- 6M
- 29.81%
- 1Y
- 57.48%
- 3Y*
- 28.56%
- 5Y*
- 11.63%
- 10Y*
- 17.59%
AWK vs. HLMA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWK American Water Works Company, Inc. | -4.83% | 7.40% | -3.53% | -11.68% | -17.89% | 24.83% | 26.88% | 37.79% | 1.32% | 29.01% |
HLMA.L Halma plc | 32.29% | 42.52% | 16.72% | 22.94% | -44.39% | 30.29% | 20.15% | 62.62% | 3.28% | 55.63% |
Correlation
The correlation between AWK and HLMA.L is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2008 | 0.16 |
The correlation between AWK and HLMA.L shifts across timeframes, from -0.04 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AWK:
$23.89B
HLMA.L:
£17.89B
AWK:
$5.65
HLMA.L:
£1.46
AWK:
21.67
HLMA.L:
32.33
AWK:
4.59
HLMA.L:
4.49
AWK:
2.16
HLMA.L:
9.00
AWK:
$5.21B
HLMA.L:
£3.98B
AWK:
$2.27B
HLMA.L:
£1.17B
AWK:
$2.48B
HLMA.L:
£936.80M
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Return for Risk
AWK vs. HLMA.L — Risk / Return Rank
AWK
HLMA.L
AWK vs. HLMA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Water Works Company, Inc. (AWK) and Halma plc (HLMA.L). 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 | HLMA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.66 | ||
| Sortino ratioReturn per unit of downside risk | -3.64 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.38 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | 3.96 | -4.63 |
| Martin ratioReturn relative to average drawdown | -1.25 | 14.76 | -16.00 |
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
| AWK | HLMA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 2.18 | -2.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.41 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.65 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.52 | +0.04 |
Drawdowns
AWK vs. HLMA.L - Drawdown Comparison
The maximum AWK drawdown since its inception was -37.10%, smaller than the maximum HLMA.L drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for AWK and HLMA.L.
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Drawdown Indicators
| AWK | HLMA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.10% | -60.44% | +23.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.45% | -14.43% | -1.02% |
Max Drawdown (3Y)Largest decline over 3 years | -22.33% | -28.38% | +6.05% |
Max Drawdown (5Y)Largest decline over 5 years | -37.10% | -49.10% | +12.00% |
Max Drawdown (10Y)Largest decline over 10 years | -37.10% | -49.10% | +12.00% |
Current DrawdownCurrent decline from peak | -28.49% | -3.82% | -24.67% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -13.57% | +4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.23% | 3.88% | +4.35% |
Volatility
AWK vs. HLMA.L - Volatility Comparison
The current volatility for American Water Works Company, Inc. (AWK) is 5.75%, while Halma plc (HLMA.L) has a volatility of 9.55%. This indicates that AWK experiences smaller price fluctuations and is considered to be less risky than HLMA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWK | HLMA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 9.55% | -3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 15.38% | 20.83% | -5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.40% | 26.27% | -4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 28.24% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.70% | 26.95% | -3.25% |
Dividends
AWK vs. HLMA.L - Dividend Comparison
AWK's dividend yield for the trailing twelve months is around 2.76%, more than HLMA.L's 0.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWK American Water Works Company, Inc. | 2.76% | 2.49% | 2.41% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% |
HLMA.L Halma plc | 0.50% | 0.67% | 0.83% | 0.91% | 0.98% | 0.57% | 0.69% | 0.76% | 1.11% | 1.12% | 0.00% | 0.00% |
Financials
AWK vs. HLMA.L - Financials Comparison
This section allows you to compare key financial metrics between American Water Works Company, Inc. and Halma plc. 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
AWK vs. HLMA.L - Profitability Comparison
AWK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Water Works Company, Inc. reported a gross profit of 714.00M and revenue of 1.21B. Therefore, the gross margin over that period was 59.2%.
HLMA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halma plc reported a gross profit of 0.00 and revenue of 1.24B. Therefore, the gross margin over that period was 0.0%.
AWK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Water Works Company, Inc. reported an operating income of 391.00M and revenue of 1.21B, resulting in an operating margin of 32.4%.
HLMA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halma plc reported an operating income of 256.90M and revenue of 1.24B, resulting in an operating margin of 20.8%.
AWK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Water Works Company, Inc. reported a net income of 196.00M and revenue of 1.21B, resulting in a net margin of 16.2%.
HLMA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halma plc reported a net income of 186.80M and revenue of 1.24B, resulting in a net margin of 15.1%.
Frequently Asked Questions
AWK and HLMA.L have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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