Correlation
The correlation between SR and AWR is 0.37, 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.
SR vs. AWR
Compare and contrast key facts about Spire Inc. (SR) and American States Water Company (AWR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SR or AWR.
Performance
SR vs. AWR - Performance Comparison
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Key characteristics
SR:
1.54
AWR:
0.57
SR:
2.11
AWR:
0.93
SR:
1.29
AWR:
1.11
SR:
1.65
AWR:
0.42
SR:
8.37
AWR:
1.54
SR:
3.92%
AWR:
7.91%
SR:
20.64%
AWR:
21.82%
SR:
-45.00%
AWR:
-37.39%
SR:
-4.79%
AWR:
-18.13%
Fundamentals
SR:
$4.44B
AWR:
$3.04B
SR:
$3.91
AWR:
$3.25
SR:
19.25
AWR:
24.27
SR:
2.45
AWR:
4.07
SR:
1.83
AWR:
4.99
SR:
1.36
AWR:
3.18
SR:
$2.43B
AWR:
$608.22M
SR:
$1.71B
AWR:
$421.85M
SR:
$795.40M
AWR:
$241.98M
Returns By Period
In the year-to-date period, SR achieves a 12.14% return, which is significantly higher than AWR's 2.72% return. Over the past 10 years, SR has underperformed AWR with an annualized return of 7.48%, while AWR has yielded a comparatively higher 9.48% annualized return.
SR
12.14%
-1.57%
5.11%
28.57%
3.16%
4.98%
7.48%
AWR
2.72%
-0.88%
-6.42%
9.71%
1.93%
1.15%
9.48%
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Risk-Adjusted Performance
SR vs. AWR — Risk-Adjusted Performance Rank
SR
AWR
SR vs. AWR - Risk-Adjusted Performance 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.
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Dividends
SR vs. AWR - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.09%, more than AWR's 2.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SR Spire Inc. | 4.09% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% | 3.35% |
AWR American States Water Company | 2.36% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% |
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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Volatility
SR vs. AWR - Volatility Comparison
The current volatility for Spire Inc. (SR) is 6.38%, while American States Water Company (AWR) has a volatility of 6.75%. This indicates that SR experiences smaller price fluctuations and is considered to be less risky than AWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
SR vs. AWR - Profitability Comparison
SR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Spire Inc. reported a gross profit of 911.90M and revenue of 1.05B. Therefore, the gross margin over that period was 86.7%.
AWR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, American States Water Company reported a gross profit of 114.38M and revenue of 148.01M. Therefore, the gross margin over that period was 77.3%.
SR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Spire Inc. reported an operating income of 306.40M and revenue of 1.05B, resulting in an operating margin of 29.1%.
AWR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, American States Water Company reported an operating income of 45.55M and revenue of 148.01M, resulting in an operating margin of 30.8%.
SR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Spire Inc. reported a net income of 209.30M and revenue of 1.05B, resulting in a net margin of 19.9%.
AWR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, American States Water Company reported a net income of 26.84M and revenue of 148.01M, resulting in a net margin of 18.1%.