SJW vs. AWK
Compare and contrast key facts about SJW Group (SJW) and American Water Works Company, Inc. (AWK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJW or AWK.
Key characteristics
| SJW | AWK | |
|---|---|---|
| YTD Return | -13.19% | 0.45% |
| 1Y Return | -24.88% | -9.13% |
| 3Y Return (Ann) | -2.08% | -3.09% |
| 5Y Return (Ann) | 0.47% | 6.22% |
| 10Y Return (Ann) | 9.94% | 13.18% |
| Sharpe Ratio | -1.10 | -0.43 |
| Daily Std Dev | 22.75% | 21.46% |
| Max Drawdown | -63.00% | -37.10% |
| Current Drawdown | -30.64% | -27.16% |
Fundamentals
| SJW | AWK | |
|---|---|---|
| Market Cap | $1.79B | $25.08B |
| EPS | $2.67 | $4.94 |
| PE Ratio | 20.80 | 26.06 |
| PEG Ratio | 3.46 | 2.92 |
| Revenue (TTM) | $682.45M | $4.31B |
| Gross Profit (TTM) | $357.17M | $2.20B |
| EBITDA (TTM) | $262.17M | $2.29B |
Correlation
The correlation between SJW and AWK 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
SJW vs. AWK - Performance Comparison
In the year-to-date period, SJW achieves a -13.19% return, which is significantly lower than AWK's 0.45% return. Over the past 10 years, SJW has underperformed AWK with an annualized return of 9.94%, while AWK has yielded a comparatively higher 13.18% 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
SJW vs. AWK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SJW Group (SJW) and American Water Works Company, Inc. (AWK). 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
SJW vs. AWK - Dividend Comparison
SJW's dividend yield for the trailing twelve months is around 2.79%, more than AWK's 1.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJW SJW Group | 2.79% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.44% | 2.62% | 2.33% | 2.44% |
AWK American Water Works Company, Inc. | 1.61% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% | 1.99% |
Drawdowns
SJW vs. AWK - Drawdown Comparison
The maximum SJW drawdown since its inception was -63.00%, which is greater than AWK's maximum drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for SJW and AWK. For additional features, visit the drawdowns tool.
Volatility
SJW vs. AWK - Volatility Comparison
SJW Group (SJW) and American Water Works Company, Inc. (AWK) have volatilities of 6.25% and 6.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SJW vs. AWK - Financials Comparison
This section allows you to compare key financial metrics between SJW Group and American Water Works Company, 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