SR vs. AWR
SR (Spire Inc.) and AWR (American States Water Company) are both stocks. Both are in the Utilities sector — SR in Utilities - Regulated Gas, AWR in Utilities - Regulated Water. Over the past 10 years, SR returned 4.91%/yr vs 8.43%/yr for AWR. At a 0.39 correlation, their price movements are largely independent.
Performance
SR vs. AWR - Performance Comparison
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Returns By Period
In the year-to-date period, SR achieves a -6.37% return, which is significantly lower than AWR's 8.62% return. Over the past 10 years, SR has underperformed AWR with an annualized return of 4.91%, while AWR has yielded a comparatively higher 8.43% annualized return.
SR
- 1D
- -1.44%
- 1M
- -11.80%
- YTD
- -6.37%
- 6M
- -6.45%
- 1Y
- 8.45%
- 3Y*
- 11.41%
- 5Y*
- 5.99%
- 10Y*
- 4.91%
AWR
- 1D
- 0.71%
- 1M
- 1.33%
- YTD
- 8.62%
- 6M
- 6.85%
- 1Y
- 2.61%
- 3Y*
- -0.47%
- 5Y*
- 1.66%
- 10Y*
- 8.43%
SR vs. AWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | -6.37% | 27.08% | 14.12% | -5.26% | 9.81% | 5.86% | -20.18% | 15.81% | 1.74% | 19.88% |
AWR American States Water Company | 8.62% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
Correlation
The correlation between SR and AWR is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.39 |
The correlation between SR and AWR shifts across timeframes, from 0.39 (all time) to 0.55 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SR:
$4.50B
AWR:
$3.05B
SR:
$6.06
AWR:
$3.44
SR:
12.53
AWR:
22.57
SR:
1.81
AWR:
4.44
SR:
1.32
AWR:
2.86
SR:
$2.47B
AWR:
$679.25M
SR:
$1.81B
AWR:
$303.17M
SR:
$721.80M
AWR:
$233.31M
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Return for Risk
SR vs. AWR — Risk / Return Rank
SR
AWR
SR vs. AWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) 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.
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.
| SR | AWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.04 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.23 | +0.21 |
| Martin ratioReturn relative to average drawdown | 1.40 | 0.41 | +0.99 |
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Drawdowns
SR vs. AWR - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, which is greater than AWR's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for SR and AWR.
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Drawdown Indicators
| SR | AWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.00% | -37.39% | -7.61% |
Max Drawdown (1Y)Largest decline over 1 year | -19.39% | -11.55% | -7.84% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | -24.74% | +5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | -32.85% | +6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -39.53% | -32.85% | -6.68% |
Current DrawdownCurrent decline from peak | -19.39% | -17.16% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -10.81% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.05% | 6.44% | -0.39% |
Volatility
SR vs. AWR - Volatility Comparison
Spire Inc. (SR) and American States Water Company (AWR) have volatilities of 5.63% and 5.81%, 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.
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Volatility by Period
| SR | AWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.81% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 15.35% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 20.40% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.29% | 22.65% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.38% | 26.18% | -1.80% |
Dividends
SR vs. AWR - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.29%, more than AWR's 2.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.60% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
SR Spire Inc. | 4.29% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
Financials
SR vs. AWR - Financials Comparison
This section allows you to compare key financial metrics between Spire Inc. 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
Frequently Asked Questions
SR and AWR have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AWR has higher volatility (5.81%) compared to SR (5.63%). In terms of maximum drawdown, SR dropped -45.00% vs AWR's -37.39%.
SR currently has the higher Sharpe Ratio (0.46 vs 0.13), 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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