CWT vs. AWR
Compare and contrast key facts about California Water Service Group (CWT) and American States Water Company (AWR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWT or AWR.
Key characteristics
| CWT | AWR | |
|---|---|---|
| YTD Return | 1.64% | 9.22% |
| 1Y Return | 7.57% | 13.97% |
| 3Y Return (Ann) | -4.51% | -0.54% |
| 5Y Return (Ann) | 2.30% | 2.22% |
| 10Y Return (Ann) | 9.79% | 11.77% |
| Sharpe Ratio | 0.33 | 0.62 |
| Sortino Ratio | 0.64 | 1.04 |
| Omega Ratio | 1.07 | 1.12 |
| Calmar Ratio | 0.21 | 0.40 |
| Martin Ratio | 0.86 | 1.37 |
| Ulcer Index | 8.76% | 9.61% |
| Daily Std Dev | 23.16% | 21.20% |
| Max Drawdown | -36.49% | -37.39% |
| Current Drawdown | -23.93% | -11.91% |
Fundamentals
| CWT | AWR | |
|---|---|---|
| Market Cap | $3.08B | $3.26B |
| EPS | $3.46 | $2.96 |
| PE Ratio | 14.99 | 29.18 |
| PEG Ratio | 2.70 | 6.85 |
| Total Revenue (TTM) | $1.03B | $577.54M |
| Gross Profit (TTM) | $433.58M | $409.75M |
| EBITDA (TTM) | $394.23M | $206.37M |
Correlation
The correlation between CWT and AWR is 0.50, 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
CWT vs. AWR - Performance Comparison
In the year-to-date period, CWT achieves a 1.64% return, which is significantly lower than AWR's 9.22% return. Over the past 10 years, CWT has underperformed AWR with an annualized return of 9.79%, while AWR has yielded a comparatively higher 11.77% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CWT vs. AWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for California Water Service Group (CWT) and American States Water Company (AWR). 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
CWT vs. AWR - Dividend Comparison
CWT's dividend yield for the trailing twelve months is around 2.12%, more than AWR's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 2.12% | 2.01% | 1.65% | 1.28% | 1.57% | 1.53% | 1.57% | 1.59% | 2.04% | 2.88% | 2.64% | 2.77% |
AWR American States Water Company | 2.03% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% | 2.65% |
Drawdowns
CWT vs. AWR - Drawdown Comparison
The maximum CWT drawdown since its inception was -36.49%, roughly equal to the maximum AWR drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for CWT and AWR. For additional features, visit the drawdowns tool.
Volatility
CWT vs. AWR - Volatility Comparison
California Water Service Group (CWT) has a higher volatility of 6.67% compared to American States Water Company (AWR) at 5.71%. This indicates that CWT's price experiences larger fluctuations and is considered to be riskier than AWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CWT vs. AWR - Financials Comparison
This section allows you to compare key financial metrics between California Water Service Group and American States Water Company. 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