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WM vs. AWK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WM vs. AWK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Waste Management, Inc. (WM) and American Water Works Company, Inc. (AWK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WM achieves a 3.97% return, which is significantly lower than AWK's 4.25% return. Over the past 10 years, WM has outperformed AWK with an annualized return of 15.16%, while AWK has yielded a comparatively lower 7.12% annualized return.


WM

1D
0.10%
1M
-1.67%
6M
2.79%
YTD
3.97%
1Y
0.57%
3Y*
13.43%
5Y*
10.57%
10Y*
15.16%
ALL TIME*
10.50%

AWK

1D
-1.93%
1M
-1.97%
6M
5.36%
YTD
4.25%
1Y
-5.50%
3Y*
-0.08%
5Y*
-2.62%
10Y*
7.12%
ALL TIME*
13.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$350.60M$305.70M$284.77M
$446.41M$426.54M$482.07M

WM vs. AWK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WM
Waste Management, Inc.
3.97%10.50%14.28%16.20%-4.49%43.82%5.46%30.45%5.32%24.46%
AWK
American Water Works Company, Inc.
4.25%7.40%-3.53%-11.68%-17.89%24.83%26.88%37.79%1.32%29.01%

Correlation

The correlation between WM and AWK is 0.40, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.40

Correlation (3Y)
Balances recent behavior with more history.

0.39

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.46

Correlation (10Y)
Provides a long-term view across more market conditions.

0.47

Correlation (All Time)
Calculated using the full available price history since Apr 23, 2008

0.42

Fundamentals

Market Cap

WM:

$90.56B

AWK:

$26.66B

EPS

WM:

$7.06

AWK:

$5.78

PE Ratio

WM:

32.09

AWK:

23.22

PS Ratio

WM:

3.57

AWK:

4.96

PB Ratio

WM:

9.20

AWK:

2.25

Total Revenue (TTM)

WM:

$25.67B

AWK:

$5.28B

Gross Profit (TTM)

WM:

$3.73B

AWK:

$2.35B

EBITDA (TTM)

WM:

$6.62B

AWK:

$2.53B

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Return for Risk

WM vs. AWK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WM
WM Risk / Return Rank: 4242
Overall Rank
WM Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
WM Sortino Ratio Rank: 3737
Sortino Ratio Rank
WM Omega Ratio Rank: 3737
Omega Ratio Rank
WM Calmar Ratio Rank: 4646
Calmar Ratio Rank
WM Martin Ratio Rank: 4545
Martin Ratio Rank

AWK
AWK Risk / Return Rank: 3838
Overall Rank
AWK Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
AWK Sortino Ratio Rank: 3434
Sortino Ratio Rank
AWK Omega Ratio Rank: 3434
Omega Ratio Rank
AWK Calmar Ratio Rank: 4141
Calmar Ratio Rank
AWK Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WM vs. AWK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Waste Management, Inc. (WM) 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.

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.


WMAWKDifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.13

Omega ratioGain probability vs. loss probability

1.02

1.01

+0.02

Calmar ratioReturn relative to maximum drawdown

0.03

-0.12

+0.14

Martin ratioReturn relative to average drawdown

0.06

-0.20

+0.26

WM vs. AWK - Sharpe Ratio Comparison

The current WM Sharpe Ratio is 0.02, which is higher than the AWK Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of WM and AWK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WM vs. AWK - Drawdown Comparison

The maximum WM drawdown since its inception was -77.85%, which is greater than AWK's maximum drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for WM and AWK.


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Drawdown Indicators


WMAWKDifference

Max Drawdown

Largest peak-to-trough decline

-77.85%

-37.10%

-40.75%

Max Drawdown (1Y)

Largest decline over 1 year

-16.70%

-15.45%

-1.25%

Max Drawdown (3Y)

Largest decline over 3 years

-18.14%

-18.99%

+0.85%

Max Drawdown (5Y)

Largest decline over 5 years

-18.14%

-37.10%

+18.96%

Max Drawdown (10Y)

Largest decline over 10 years

-30.07%

-37.10%

+7.03%

Current Drawdown

Current decline from peak

-7.33%

-21.67%

+14.34%

Average Drawdown

Average peak-to-trough decline

-17.64%

-9.61%

-8.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.86%

8.86%

-1.00%

Volatility

WM vs. AWK - Volatility Comparison

Waste Management, Inc. (WM) has a higher volatility of 8.87% compared to American Water Works Company, Inc. (AWK) at 8.37%. This indicates that WM's price experiences larger fluctuations and is considered to be riskier than AWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMAWKDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.87%

8.37%

+0.50%

Volatility (6M)

Calculated over the trailing 6-month period

15.76%

16.93%

-1.17%

Volatility (1Y)

Calculated over the trailing 1-year period

20.33%

22.74%

-2.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.01%

23.04%

-4.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.73%

23.83%

-4.10%

Dividends

WM vs. AWK - Dividend Comparison

WM's dividend yield for the trailing twelve months is around 1.56%, less than AWK's 2.52% yield.


PositionTTM20252024202320222021202020192018201720162015
AWK
American Water Works Company, Inc.
2.52%2.49%2.41%2.10%1.68%1.25%1.40%1.59%1.96%1.77%2.02%2.23%
WM
Waste Management, Inc.
1.56%1.50%1.49%1.56%1.66%1.38%1.85%1.80%2.09%1.97%2.31%2.89%

Financials

WM vs. AWK - Financials Comparison

This section allows you to compare key financial metrics between Waste Management, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

WM vs. AWK - Profitability Comparison

The chart below illustrates the profitability comparison between Waste Management, Inc. and American Water Works Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

WM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Waste Management, Inc. reported a gross profit of -2.53B and revenue of 6.68B. Therefore, the gross margin over that period was -37.9%.

AWK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, American Water Works Company, Inc. reported a gross profit of 874.00M and revenue of 1.36B. Therefore, the gross margin over that period was 64.5%.

WM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Waste Management, Inc. reported an operating income of 1.25B and revenue of 6.68B, resulting in an operating margin of 18.8%.

AWK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, American Water Works Company, Inc. reported an operating income of 542.00M and revenue of 1.36B, resulting in an operating margin of 40.0%.

WM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Waste Management, Inc. reported a net income of 785.00M and revenue of 6.68B, resulting in a net margin of 11.7%.

AWK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, American Water Works Company, Inc. reported a net income of 315.00M and revenue of 1.36B, resulting in a net margin of 23.3%.


Frequently Asked Questions


WM and AWK have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WM has higher volatility (8.87%) compared to AWK (8.37%). In terms of maximum drawdown, WM dropped -77.85% vs AWK's -37.10%.

WM currently has the higher Sharpe Ratio (0.02 vs -0.08), 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.

Portfolio Optimizer

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