CWT vs. EMR
CWT (California Water Service Group) and EMR (Emerson Electric Co.) are both stocks. CWT operates in Utilities - Regulated Water (Utilities), while EMR operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, CWT returned 6.29%/yr vs 13.75%/yr for EMR. Their 0.22 correlation means their historical movements had little consistent relationship.
Performance
CWT vs. EMR - Performance Comparison
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Returns By Period
In the year-to-date period, CWT achieves a 17.43% return, which is significantly higher than EMR's 13.78% return. Over the past 10 years, CWT has underperformed EMR with an annualized return of 6.29%, while EMR has yielded a comparatively higher 13.75% annualized return.
CWT
- 1D
- -0.77%
- 1M
- 2.18%
- 6M
- 13.83%
- YTD
- 17.43%
- 1Y
- 13.36%
- 3Y*
- 1.23%
- 5Y*
- -2.29%
- 10Y*
- 6.29%
- ALL TIME*
- 9.58%
EMR
- 1D
- 0.79%
- 1M
- 7.38%
- 6M
- 2.75%
- YTD
- 13.78%
- 1Y
- 4.64%
- 3Y*
- 19.98%
- 5Y*
- 10.42%
- 10Y*
- 13.75%
- ALL TIME*
- 9.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.21M | $23.35M | $24.82M | |
| $429.72M | $369.19M | $406.18M |
CWT vs. EMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 17.43% | -1.81% | -10.64% | -12.83% | -14.13% | 35.05% | 6.68% | 9.85% | 7.06% | 36.39% |
EMR Emerson Electric Co. | 13.78% | 8.92% | 29.73% | 3.75% | 5.74% | 18.19% | 8.61% | 31.53% | -11.87% | 29.05% |
Correlation
The correlation between CWT and EMR is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.22 |
The correlation between CWT and EMR shifts across timeframes, from -0.03 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CWT:
$3.00B
EMR:
$83.91B
CWT:
$2.23
EMR:
$4.33
CWT:
22.50
EMR:
34.57
CWT:
0.54
EMR:
12.29
CWT:
2.84
EMR:
4.62
CWT:
1.66
EMR:
4.15
CWT:
$1.05B
EMR:
$18.32B
CWT:
$196.22M
EMR:
$7.22B
CWT:
$346.36M
EMR:
$3.87B
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Return for Risk
CWT vs. EMR — Risk / Return Rank
CWT
EMR
CWT vs. EMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for California Water Service Group (CWT) and Emerson Electric Co. (EMR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CWT | EMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.20 | +0.72 |
| Martin ratioReturn relative to average drawdown | 1.74 | 0.46 | +1.28 |
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Drawdowns
CWT vs. EMR - Drawdown Comparison
The maximum CWT drawdown since its inception was -38.21%, smaller than the maximum EMR drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for CWT and EMR.
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Drawdown Indicators
| CWT | EMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.21% | -59.05% | +20.84% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -23.45% | +8.86% |
Max Drawdown (3Y)Largest decline over 3 years | -24.13% | -29.62% | +5.49% |
Max Drawdown (5Y)Largest decline over 5 years | -38.21% | -29.62% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | -38.21% | -50.77% | +12.56% |
Current DrawdownCurrent decline from peak | -22.88% | -6.61% | -16.27% |
Average DrawdownAverage peak-to-trough decline | -11.75% | -14.10% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.70% | 10.62% | -2.92% |
Volatility
CWT vs. EMR - Volatility Comparison
The current volatility for California Water Service Group (CWT) is 6.85%, while Emerson Electric Co. (EMR) has a volatility of 8.74%. This indicates that CWT experiences smaller price fluctuations and is considered to be less risky than EMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CWT | EMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 8.74% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 19.17% | 25.84% | -6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.72% | 31.71% | -6.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 27.52% | -3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.72% | 29.21% | -1.49% |
Dividends
CWT vs. EMR - Dividend Comparison
CWT's dividend yield for the trailing twelve months is around 2.53%, more than EMR's 1.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 2.53% | 2.86% | 2.47% | 2.01% | 1.65% | 1.28% | 1.57% | 1.53% | 1.57% | 1.59% | 2.04% | 2.88% |
EMR Emerson Electric Co. | 1.46% | 1.61% | 1.70% | 2.14% | 2.15% | 2.18% | 2.49% | 2.58% | 3.26% | 2.76% | 3.42% | 3.94% |
Financials
CWT vs. EMR - Financials Comparison
This section allows you to compare key financial metrics between California Water Service Group and Emerson Electric Co.. 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
CWT vs. EMR - Profitability Comparison
CWT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, California Water Service Group reported a gross profit of -63.68M and revenue of 308.60M. Therefore, the gross margin over that period was -20.6%.
EMR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Emerson Electric Co. reported a gross profit of 0.00 and revenue of 4.56B. Therefore, the gross margin over that period was 0.0%.
CWT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, California Water Service Group reported an operating income of 70.83M and revenue of 308.60M, resulting in an operating margin of 23.0%.
EMR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Emerson Electric Co. reported an operating income of 0.00 and revenue of 4.56B, resulting in an operating margin of 0.0%.
CWT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, California Water Service Group reported a net income of 56.47M and revenue of 308.60M, resulting in a net margin of 18.3%.
EMR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Emerson Electric Co. reported a net income of 618.00M and revenue of 4.56B, resulting in a net margin of 13.6%.
Frequently Asked Questions
CWT and EMR have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EMR has higher volatility (8.74%) compared to CWT (6.85%). In terms of maximum drawdown, CWT dropped -38.21% vs EMR's -59.05%.
CWT currently has the higher Sharpe Ratio (0.54 vs 0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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