AWR vs. AWK
Compare and contrast key facts about American States Water Company (AWR) and American Water Works Company, Inc. (AWK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AWR or AWK.
Key characteristics
| AWR | AWK | |
|---|---|---|
| YTD Return | 8.61% | 2.61% |
| 1Y Return | 13.09% | 11.21% |
| 3Y Return (Ann) | -0.72% | -6.31% |
| 5Y Return (Ann) | 2.11% | 4.22% |
| 10Y Return (Ann) | 11.70% | 12.00% |
| Sharpe Ratio | 0.63 | 0.50 |
| Sortino Ratio | 1.05 | 0.85 |
| Omega Ratio | 1.12 | 1.10 |
| Calmar Ratio | 0.41 | 0.28 |
| Martin Ratio | 1.39 | 1.55 |
| Ulcer Index | 9.61% | 6.65% |
| Daily Std Dev | 21.16% | 20.72% |
| Max Drawdown | -37.39% | -37.10% |
| Current Drawdown | -12.40% | -25.59% |
Fundamentals
| AWR | AWK | |
|---|---|---|
| Market Cap | $3.26B | $25.81B |
| EPS | $2.96 | $5.04 |
| PE Ratio | 29.18 | 26.28 |
| PEG Ratio | 6.85 | 3.14 |
| Total Revenue (TTM) | $577.54M | $4.52B |
| Gross Profit (TTM) | $409.75M | $2.32B |
| EBITDA (TTM) | $206.37M | $2.46B |
Correlation
The correlation between AWR and AWK 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.
Performance
AWR vs. AWK - Performance Comparison
In the year-to-date period, AWR achieves a 8.61% return, which is significantly higher than AWK's 2.61% return. Both investments have delivered pretty close results over the past 10 years, with AWR having a 11.70% annualized return and AWK not far ahead at 12.00%. 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
AWR vs. AWK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) and American Water Works Company, Inc. (AWK). 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
AWR vs. AWK - Dividend Comparison
AWR's dividend yield for the trailing twelve months is around 2.04%, less than AWK's 2.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 1.54% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% | 2.65% |
AWK American Water Works Company, Inc. | 2.27% | 2.11% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% | 1.99% |
Drawdowns
AWR vs. AWK - Drawdown Comparison
The maximum AWR drawdown since its inception was -37.39%, roughly equal to the maximum AWK drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for AWR and AWK. For additional features, visit the drawdowns tool.
Volatility
AWR vs. AWK - Volatility Comparison
The current volatility for American States Water Company (AWR) is 5.74%, while American Water Works Company, Inc. (AWK) has a volatility of 6.23%. This indicates that AWR experiences smaller price fluctuations and is considered to be less risky than AWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AWR vs. AWK - Financials Comparison
This section allows you to compare key financial metrics between American States Water Company and American Water Works Company, 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