SJW vs. DTE
Compare and contrast key facts about SJW Group (SJW) and DTE Energy Company (DTE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJW or DTE.
Correlation
The correlation between SJW and DTE is 0.22, 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.
Performance
SJW vs. DTE - Performance Comparison
Key characteristics
SJW:
0.04
DTE:
1.28
SJW:
0.23
DTE:
1.69
SJW:
1.03
DTE:
1.24
SJW:
0.02
DTE:
1.15
SJW:
0.08
DTE:
6.01
SJW:
10.58%
DTE:
3.94%
SJW:
24.75%
DTE:
18.56%
SJW:
-54.53%
DTE:
-67.92%
SJW:
-32.19%
DTE:
-5.51%
Fundamentals
SJW:
$1.83B
DTE:
$27.35B
SJW:
$2.87
DTE:
$6.77
SJW:
18.64
DTE:
19.47
SJW:
3.83
DTE:
3.23
SJW:
$599.06M
DTE:
$9.14B
SJW:
$396.00M
DTE:
$9.54B
SJW:
$227.84M
DTE:
$2.98B
Returns By Period
The year-to-date returns for both investments are quite close, with SJW having a 9.60% return and DTE slightly higher at 10.04%. Over the past 10 years, SJW has underperformed DTE with an annualized return of 8.32%, while DTE has yielded a comparatively higher 10.29% annualized return.
SJW
9.60%
-3.55%
-6.61%
1.18%
1.03%
8.32%
DTE
10.04%
0.90%
5.59%
25.03%
13.48%
10.29%
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Risk-Adjusted Performance
SJW vs. DTE — Risk-Adjusted Performance Rank
SJW
DTE
SJW vs. DTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SJW Group (SJW) and DTE Energy Company (DTE). 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. DTE - Dividend Comparison
SJW's dividend yield for the trailing twelve months is around 3.03%, less than DTE's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJW SJW Group | 3.03% | 3.25% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.45% | 2.63% | 2.33% |
DTE DTE Energy Company | 3.20% | 3.44% | 3.52% | 3.07% | 2.98% | 3.39% | 2.96% | 3.26% | 3.07% | 3.10% | 3.54% | 3.11% |
Drawdowns
SJW vs. DTE - Drawdown Comparison
The maximum SJW drawdown since its inception was -54.53%, smaller than the maximum DTE drawdown of -67.92%. Use the drawdown chart below to compare losses from any high point for SJW and DTE. For additional features, visit the drawdowns tool.
Volatility
SJW vs. DTE - Volatility Comparison
SJW Group (SJW) has a higher volatility of 7.45% compared to DTE Energy Company (DTE) at 6.97%. This indicates that SJW's price experiences larger fluctuations and is considered to be riskier than DTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SJW vs. DTE - Financials Comparison
This section allows you to compare key financial metrics between SJW Group and DTE Energy 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