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AWR vs. CWT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AWR and CWT is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

AWR vs. CWT - Performance Comparison

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

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Key characteristics

Sharpe Ratio

AWR:

0.22

CWT:

-0.32

Sortino Ratio

AWR:

0.52

CWT:

-0.25

Omega Ratio

AWR:

1.06

CWT:

0.97

Calmar Ratio

AWR:

0.20

CWT:

-0.17

Martin Ratio

AWR:

0.69

CWT:

-0.59

Ulcer Index

AWR:

8.27%

CWT:

11.23%

Daily Std Dev

AWR:

22.23%

CWT:

23.50%

Max Drawdown

AWR:

-37.39%

CWT:

-38.24%

Current Drawdown

AWR:

-16.72%

CWT:

-28.06%

Fundamentals

Market Cap

AWR:

$3.06B

CWT:

$2.84B

EPS

AWR:

$3.25

CWT:

$2.26

PE Ratio

AWR:

24.49

CWT:

21.11

PEG Ratio

AWR:

4.11

CWT:

2.70

PS Ratio

AWR:

5.04

CWT:

2.93

PB Ratio

AWR:

3.20

CWT:

1.74

Total Revenue (TTM)

AWR:

$608.22M

CWT:

$970.03M

Gross Profit (TTM)

AWR:

$421.85M

CWT:

$532.30M

EBITDA (TTM)

AWR:

$241.98M

CWT:

$351.41M

Returns By Period

In the year-to-date period, AWR achieves a 4.48% return, which is significantly lower than CWT's 7.62% return. Both investments have delivered pretty close results over the past 10 years, with AWR having a 9.64% annualized return and CWT not far behind at 9.33%.


AWR

YTD

4.48%

1M

0.68%

6M

-4.39%

1Y

4.89%

3Y*

2.70%

5Y*

2.52%

10Y*

9.64%

CWT

YTD

7.62%

1M

-4.80%

6M

-4.14%

1Y

-7.47%

3Y*

-1.66%

5Y*

3.67%

10Y*

9.33%

*Annualized

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American States Water Company

California Water Service Group

Risk-Adjusted Performance

AWR vs. CWT — Risk-Adjusted Performance Rank

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

AWR
The Risk-Adjusted Performance Rank of AWR is 5757
Overall Rank
The Sharpe Ratio Rank of AWR is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of AWR is 5151
Sortino Ratio Rank
The Omega Ratio Rank of AWR is 5050
Omega Ratio Rank
The Calmar Ratio Rank of AWR is 6161
Calmar Ratio Rank
The Martin Ratio Rank of AWR is 6060
Martin Ratio Rank

CWT
The Risk-Adjusted Performance Rank of CWT is 3434
Overall Rank
The Sharpe Ratio Rank of CWT is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of CWT is 2828
Sortino Ratio Rank
The Omega Ratio Rank of CWT is 2929
Omega Ratio Rank
The Calmar Ratio Rank of CWT is 4040
Calmar Ratio Rank
The Martin Ratio Rank of CWT is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AWR vs. CWT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) and California Water Service Group (CWT). 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.


The current AWR Sharpe Ratio is 0.22, which is higher than the CWT Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of AWR and CWT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AWR vs. CWT - Dividend Comparison

AWR's dividend yield for the trailing twelve months is around 2.32%, less than CWT's 2.41% yield.


TTM20242023202220212020201920182017201620152014
AWR
American States Water Company
2.32%2.30%2.06%1.65%1.35%1.61%1.34%1.58%1.72%2.01%2.08%2.21%
CWT
California Water Service Group
2.41%2.43%2.01%1.65%1.28%1.57%1.53%1.57%1.59%2.04%2.88%2.64%

Drawdowns

AWR vs. CWT - Drawdown Comparison

The maximum AWR drawdown since its inception was -37.39%, roughly equal to the maximum CWT drawdown of -38.24%. Use the drawdown chart below to compare losses from any high point for AWR and CWT. For additional features, visit the drawdowns tool.


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Volatility

AWR vs. CWT - Volatility Comparison

The current volatility for American States Water Company (AWR) is 7.15%, while California Water Service Group (CWT) has a volatility of 8.42%. This indicates that AWR experiences smaller price fluctuations and is considered to be less risky than CWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AWR vs. CWT - Financials Comparison

This section allows you to compare key financial metrics between American States Water Company and California Water Service Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M150.00M200.00M250.00M300.00M20212022202320242025
148.01M
203.97M
(AWR) Total Revenue
(CWT) Total Revenue
Values in USD except per share items

AWR vs. CWT - Profitability Comparison

The chart below illustrates the profitability comparison between American States Water Company and California Water Service Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
77.3%
67.0%
(AWR) Gross Margin
(CWT) Gross Margin
AWR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American States Water Company reported a gross profit of 114.38M and revenue of 148.01M. Therefore, the gross margin over that period was 77.3%.

CWT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, California Water Service Group reported a gross profit of 136.58M and revenue of 203.97M. Therefore, the gross margin over that period was 67.0%.

AWR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American States Water Company reported an operating income of 45.55M and revenue of 148.01M, resulting in an operating margin of 30.8%.

CWT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, California Water Service Group reported an operating income of 22.35M and revenue of 203.97M, resulting in an operating margin of 11.0%.

AWR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American States Water Company reported a net income of 26.84M and revenue of 148.01M, resulting in a net margin of 18.1%.

CWT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, California Water Service Group reported a net income of 13.33M and revenue of 203.97M, resulting in a net margin of 6.5%.