CNS vs. WTRG

Last updated Apr 1, 2026

Compare and contrast key facts about Cohen & Steers, Inc. (CNS) and Essential Utilities, Inc. (WTRG).

Performance

CNS vs. WTRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers, Inc. (CNS) and Essential Utilities, Inc. (WTRG). The values are adjusted to include any dividend payments, if applicable.

CNS vs. WTRG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CNS Cohen & Steers, Inc.	0.67%	-29.77%	25.53%	21.84%	-28.00%	29.00%	23.45%	93.97%	-19.74%	48.05%
WTRG Essential Utilities, Inc.	5.95%	9.40%	0.52%	-19.40%	-8.94%	16.05%	2.92%	40.43%	-10.66%	33.77%

Fundamentals

Market Cap CNS : $3.23B WTRG : $11.42B
EPS CNS : $2.81 WTRG : $2.18
PE Ratio CNS : 22.26 WTRG : 18.44
PS Ratio CNS : 5.68 WTRG : 4.59
PB Ratio CNS : 5.75 WTRG : 1.67
Total Revenue (TTM) CNS : $567.80M WTRG : $2.47B
Gross Profit (TTM) CNS : $326.52M WTRG : $1.07B
EBITDA (TTM) CNS : $200.44M WTRG : $1.25B

Returns By Period

In the year-to-date period, CNS achieves a 0.67% return, which is significantly lower than WTRG's 5.95% return. Over the past 10 years, CNS has outperformed WTRG with an annualized return of 9.70%, while WTRG has yielded a comparatively lower 5.08% annualized return.

CNS

• 1D: 1.91%
• 1M: -5.49%
• YTD: 0.67%
• 6M: -2.79%
• 1Y: -19.22%
• 3Y*: 2.69%
• 5Y*: 1.98%
• 10Y*: 9.70%

WTRG

• 1D: -1.90%
• 1M: 0.75%
• YTD: 5.95%
• 6M: 2.75%
• 1Y: 5.51%
• 3Y*: 0.68%
• 5Y*: 0.86%
• 10Y*: 5.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CNS vs. WTRG — Risk / Return Rank

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

CNS

CNS Risk / Return Rank: 17
CNS Sharpe Ratio Rank: 14
CNS Sortino Ratio Rank: 14
CNS Omega Ratio Rank: 16
CNS Calmar Ratio Rank: 20
CNS Martin Ratio Rank: 22

WTRG

WTRG Risk / Return Rank: 49
WTRG Sharpe Ratio Rank: 52
WTRG Sortino Ratio Rank: 43
WTRG Omega Ratio Rank: 42
WTRG Calmar Ratio Rank: 56
WTRG Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CNS vs. WTRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers, Inc. (CNS) 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.

	CNS	WTRG	Difference
Sharpe ratio Return per unit of total volatility	-0.65	0.25	-0.91
Sortino ratio Return per unit of downside risk	-0.81	0.52	-1.33
Omega ratio Gain probability vs. loss probability	0.91	1.06	-0.15
Calmar ratio Return relative to maximum drawdown	-0.63	0.58	-1.21
Martin ratio Return relative to average drawdown	-1.06	0.99	-2.06
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CNS vs. WTRG - Sharpe Ratio Comparison

The current CNS Sharpe Ratio is -0.65, which is lower than the WTRG Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of CNS and WTRG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CNS	WTRG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.65	0.25	-0.91
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.07	0.04	+0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	0.21	+0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.47	-0.15

Correlation

The correlation between CNS and WTRG is 0.34, 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.

Dividends

CNS vs. WTRG - Dividend Comparison

CNS's dividend yield for the trailing twelve months is around 4.04%, more than WTRG's 3.36% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CNS Cohen & Steers, Inc.	4.04%	3.95%	2.56%	3.01%	3.41%	3.30%	3.45%	5.48%	11.13%	4.48%	4.58%	5.43%
WTRG Essential Utilities, Inc.	3.36%	3.48%	3.48%	3.18%	2.33%	1.93%	2.05%	1.93%	2.48%	2.02%	2.46%	2.30%

Drawdowns

CNS vs. WTRG - Drawdown Comparison

The maximum CNS drawdown since its inception was -85.40%, which is greater than WTRG's maximum drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for CNS and WTRG.

Drawdown Indicators

	CNS	WTRG	Difference
Max Drawdown Largest peak-to-trough decline	-85.40%	-47.95%	-37.45%
Max Drawdown (1Y) Largest decline over 1 year	-27.80%	-10.60%	-17.20%
Max Drawdown (5Y) Largest decline over 5 years	-46.25%	-36.53%	-9.72%
Max Drawdown (10Y) Largest decline over 10 years	-55.06%	-39.62%	-15.44%
Current Drawdown Current decline from peak	-38.75%	-14.49%	-24.26%
Average Drawdown Average peak-to-trough decline	-23.12%	-12.12%	-11.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.43%	6.20%	+10.23%

Volatility

CNS vs. WTRG - Volatility Comparison

The current volatility for Cohen & Steers, Inc. (CNS) is 5.88%, while Essential Utilities, Inc. (WTRG) has a volatility of 7.48%. This indicates that CNS 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.

Volatility by Period

	CNS	WTRG	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.88%	7.48%	-1.60%
Volatility (6M) Calculated over the trailing 6-month period	18.99%	16.10%	+2.89%
Volatility (1Y) Calculated over the trailing 1-year period	29.68%	21.75%	+7.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.97%	22.20%	+7.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.00%	24.81%	+8.19%

Financials

CNS vs. WTRG - Profitability Comparison

The chart below illustrates the profitability comparison between Cohen & Steers, Inc. and Essential Utilities, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CNS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cohen & Steers, Inc. reported a gross profit of 118.13M and revenue of 143.80M. Therefore, the gross margin over that period was 82.2%.

WTRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported a gross profit of 0.00 and revenue of 699.11M. Therefore, the gross margin over that period was 0.0%.

CNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cohen & Steers, Inc. reported an operating income of 40.31M and revenue of 143.80M, resulting in an operating margin of 28.0%.

WTRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported an operating income of 227.00M and revenue of 699.11M, resulting in an operating margin of 32.5%.

CNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cohen & Steers, Inc. reported a net income of 26.53M and revenue of 143.80M, resulting in a net margin of 18.5%.

WTRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported a net income of 132.68M and revenue of 699.11M, resulting in a net margin of 19.0%.