GWRS vs. WTRG
GWRS (Global Water Resources, Inc.) and WTRG (Essential Utilities, Inc.) are both stocks. Both operate in the Utilities - Regulated Water industry within the Utilities sector. Over the past 10 years, GWRS returned 2.88%/yr vs 3.78%/yr for WTRG. At a 0.27 correlation, their price movements are largely independent.
Performance
GWRS vs. WTRG - Performance Comparison
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Returns By Period
In the year-to-date period, GWRS achieves a -12.10% return, which is significantly lower than WTRG's -2.42% return. Over the past 10 years, GWRS has underperformed WTRG with an annualized return of 2.88%, while WTRG has yielded a comparatively higher 3.78% annualized return.
GWRS
- 1D
- 2.96%
- 1M
- 4.36%
- YTD
- -12.10%
- 6M
- -13.58%
- 1Y
- -25.21%
- 3Y*
- -13.44%
- 5Y*
- -14.00%
- 10Y*
- 2.88%
WTRG
- 1D
- -0.68%
- 1M
- -1.07%
- YTD
- -2.42%
- 6M
- -1.24%
- 1Y
- 2.07%
- 3Y*
- -0.11%
- 5Y*
- -2.02%
- 10Y*
- 3.78%
GWRS vs. WTRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GWRS Global Water Resources, Inc. | -12.10% | -24.33% | -9.94% | 0.95% | -20.68% | 20.65% | 12.34% | 33.21% | 11.84% | 5.74% |
WTRG Essential Utilities, Inc. | -2.42% | 9.40% | 0.52% | -19.40% | -8.94% | 16.05% | 2.92% | 40.43% | -10.66% | 33.77% |
Correlation
The correlation between GWRS and WTRG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2016 | 0.27 |
Fundamentals
GWRS:
$210.22M
WTRG:
$10.42B
GWRS:
$0.07
WTRG:
$1.97
GWRS:
101.29
WTRG:
18.64
GWRS:
66.85
WTRG:
2.62
GWRS:
3.58
WTRG:
4.07
GWRS:
2.50
WTRG:
1.51
GWRS:
$56.59M
WTRG:
$2.55B
GWRS:
$16.24M
WTRG:
$862.18M
GWRS:
$19.29M
WTRG:
$1.23B
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Return for Risk
GWRS vs. WTRG — Risk / Return Rank
GWRS
WTRG
GWRS vs. WTRG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global Water Resources, Inc. (GWRS) 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.
| GWRS | WTRG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.03 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 0.17 | -0.83 |
| Martin ratioReturn relative to average drawdown | -1.26 | 0.37 | -1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GWRS | WTRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | 0.10 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.44 | -0.09 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.15 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.46 | -0.34 |
Drawdowns
GWRS vs. WTRG - Drawdown Comparison
The maximum GWRS drawdown since its inception was -63.38%, which is greater than WTRG's maximum drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for GWRS and WTRG.
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Drawdown Indicators
| GWRS | WTRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.38% | -47.95% | -15.43% |
Max Drawdown (1Y)Largest decline over 1 year | -38.17% | -12.16% | -26.01% |
Max Drawdown (3Y)Largest decline over 3 years | -48.36% | -23.80% | -24.56% |
Max Drawdown (5Y)Largest decline over 5 years | -63.38% | -36.53% | -26.85% |
Max Drawdown (10Y)Largest decline over 10 years | -63.38% | -39.62% | -23.76% |
Current DrawdownCurrent decline from peak | -59.66% | -21.24% | -38.42% |
Average DrawdownAverage peak-to-trough decline | -21.79% | -12.14% | -9.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.97% | 5.58% | +14.39% |
Volatility
GWRS vs. WTRG - Volatility Comparison
Global Water Resources, Inc. (GWRS) has a higher volatility of 13.21% compared to Essential Utilities, Inc. (WTRG) at 4.98%. This indicates that GWRS's price experiences larger fluctuations and is considered to be riskier than WTRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GWRS | WTRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.21% | 4.98% | +8.23% |
Volatility (6M)Calculated over the trailing 6-month period | 25.90% | 15.21% | +10.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.93% | 20.95% | +12.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.09% | 22.38% | +9.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.68% | 24.85% | +8.83% |
Dividends
GWRS vs. WTRG - Dividend Comparison
GWRS's dividend yield for the trailing twelve months is around 4.16%, more than WTRG's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWRS Global Water Resources, Inc. | 4.16% | 3.60% | 2.62% | 2.28% | 2.22% | 1.71% | 2.01% | 2.18% | 2.81% | 2.94% | 1.90% | 0.00% |
WTRG Essential Utilities, Inc. | 3.73% | 3.48% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% |
Financials
GWRS vs. WTRG - Financials Comparison
This section allows you to compare key financial metrics between Global Water Resources, Inc. and Essential Utilities, 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
GWRS vs. WTRG - Profitability Comparison
GWRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Global Water Resources, Inc. reported a gross profit of 0.00 and revenue of 13.29M. Therefore, the gross margin over that period was 0.0%.
WTRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essential Utilities, Inc. reported a gross profit of 0.00 and revenue of 861.76M. Therefore, the gross margin over that period was 0.0%.
GWRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Global Water Resources, Inc. reported an operating income of 389.00K and revenue of 13.29M, resulting in an operating margin of 2.9%.
WTRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essential Utilities, Inc. reported an operating income of 310.64M and revenue of 861.76M, resulting in an operating margin of 36.1%.
GWRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Global Water Resources, Inc. reported a net income of -366.00K and revenue of 13.29M, resulting in a net margin of -2.8%.
WTRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essential Utilities, Inc. reported a net income of 224.39M and revenue of 861.76M, resulting in a net margin of 26.0%.
Frequently Asked Questions
GWRS and WTRG have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GWRS has higher volatility (13.21%) compared to WTRG (4.98%). In terms of maximum drawdown, GWRS dropped -63.38% vs WTRG's -47.95%.
WTRG currently has the higher Sharpe Ratio (0.10 vs -0.75), 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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