AWK vs. WTRG
Compare and contrast key facts about American Water Works Company, Inc. (AWK) and Essential Utilities, Inc. (WTRG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWK or WTRG.
Key characteristics
| AWK | WTRG | |
|---|---|---|
| YTD Return | -1.89% | 2.03% |
| 1Y Return | -11.03% | -8.73% |
| 3Y Return (Ann) | -4.37% | -4.50% |
| 5Y Return (Ann) | 5.49% | 2.30% |
| 10Y Return (Ann) | 13.01% | 6.77% |
| Sharpe Ratio | -0.48 | -0.35 |
| Daily Std Dev | 21.42% | 22.07% |
| Max Drawdown | -37.10% | -47.95% |
| Current Drawdown | -28.85% | -25.11% |
Fundamentals
| AWK | WTRG | |
|---|---|---|
| Market Cap | $23.53B | $9.87B |
| EPS | $4.90 | $1.86 |
| PE Ratio | 24.65 | 19.40 |
| PEG Ratio | 2.92 | 2.27 |
| Revenue (TTM) | $4.23B | $2.05B |
| Gross Profit (TTM) | $2.20B | $1.07B |
| EBITDA (TTM) | $2.24B | $1.04B |
Correlation
The correlation between AWK and WTRG is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AWK vs. WTRG - Performance Comparison
In the year-to-date period, AWK achieves a -1.89% return, which is significantly lower than WTRG's 2.03% return. Over the past 10 years, AWK has outperformed WTRG with an annualized return of 13.01%, while WTRG has yielded a comparatively lower 6.77% 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. WTRG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Water Works Company, Inc. (AWK) and Essential Utilities, Inc. (WTRG). 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. WTRG - Dividend Comparison
AWK's dividend yield for the trailing twelve months is around 2.20%, less than WTRG's 3.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWK American Water Works Company, Inc. | 2.20% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% | 1.99% |
WTRG Essential Utilities, Inc. | 3.20% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
Drawdowns
AWK vs. WTRG - Drawdown Comparison
The maximum AWK drawdown since its inception was -37.10%, smaller than the maximum WTRG drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for AWK and WTRG. For additional features, visit the drawdowns tool.
Volatility
AWK vs. WTRG - Volatility Comparison
The current volatility for American Water Works Company, Inc. (AWK) is 6.33%, while Essential Utilities, Inc. (WTRG) has a volatility of 7.45%. This indicates that AWK experiences smaller price fluctuations and is considered to be less risky than WTRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AWK vs. WTRG - Financials Comparison
This section allows you to compare key financial metrics between American Water Works Company, Inc. and Essential Utilities, Inc.. 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