WMS vs. WTRG
Compare and contrast key facts about Advanced Drainage Systems, Inc. (WMS) and Essential Utilities, Inc. (WTRG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WMS or WTRG.
Correlation
The correlation between WMS and WTRG is 0.36, 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
WMS vs. WTRG - Performance Comparison
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Key characteristics
WMS:
-0.76
WTRG:
0.09
WMS:
-0.97
WTRG:
0.33
WMS:
0.88
WTRG:
1.04
WMS:
-0.65
WTRG:
0.08
WMS:
-1.13
WTRG:
0.36
WMS:
26.28%
WTRG:
6.98%
WMS:
38.97%
WTRG:
22.78%
WMS:
-53.67%
WTRG:
-47.95%
WMS:
-32.01%
WTRG:
-19.65%
Fundamentals
WMS:
$9.12B
WTRG:
$10.70B
WMS:
$5.98
WTRG:
$2.30
WMS:
19.66
WTRG:
16.59
WMS:
1.05
WTRG:
4.56
WMS:
3.14
WTRG:
4.74
WMS:
5.90
WTRG:
1.66
WMS:
$2.29B
WTRG:
$2.26B
WMS:
$856.09M
WTRG:
$1.34B
WMS:
$686.17M
WTRG:
$1.27B
Returns By Period
In the year-to-date period, WMS achieves a 5.42% return, which is significantly lower than WTRG's 8.90% return. Over the past 10 years, WMS has outperformed WTRG with an annualized return of 15.29%, while WTRG has yielded a comparatively lower 6.51% annualized return.
WMS
5.42%
17.60%
-7.27%
-29.33%
25.86%
15.29%
WTRG
8.90%
-2.16%
2.47%
2.04%
2.66%
6.51%
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Risk-Adjusted Performance
WMS vs. WTRG — Risk-Adjusted Performance Rank
WMS
WTRG
WMS vs. WTRG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Advanced Drainage Systems, Inc. (WMS) and Essential Utilities, Inc. (WTRG). 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
WMS vs. WTRG - Dividend Comparison
WMS's dividend yield for the trailing twelve months is around 0.53%, less than WTRG's 3.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMS Advanced Drainage Systems, Inc. | 0.53% | 0.54% | 0.38% | 0.57% | 0.31% | 0.43% | 3.48% | 1.28% | 1.13% | 1.12% | 0.79% | 0.17% |
WTRG Essential Utilities, Inc. | 3.36% | 3.49% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
Drawdowns
WMS vs. WTRG - Drawdown Comparison
The maximum WMS drawdown since its inception was -53.67%, which is greater than WTRG's maximum drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for WMS and WTRG. For additional features, visit the drawdowns tool.
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Volatility
WMS vs. WTRG - Volatility Comparison
Advanced Drainage Systems, Inc. (WMS) has a higher volatility of 11.48% compared to Essential Utilities, Inc. (WTRG) at 8.12%. This indicates that WMS's price experiences larger fluctuations and is considered to be riskier than WTRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WMS vs. WTRG - Financials Comparison
This section allows you to compare key financial metrics between Advanced Drainage Systems, Inc. and Essential Utilities, 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
WMS vs. WTRG - Profitability Comparison
WMS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Advanced Drainage Systems, Inc. reported a gross profit of 241.59M and revenue of 690.54M. Therefore, the gross margin over that period was 35.0%.
WTRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Essential Utilities, Inc. reported a gross profit of 461.16M and revenue of 783.63M. Therefore, the gross margin over that period was 58.9%.
WMS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Advanced Drainage Systems, Inc. reported an operating income of 126.86M and revenue of 690.54M, resulting in an operating margin of 18.4%.
WTRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Essential Utilities, Inc. reported an operating income of 338.91M and revenue of 783.63M, resulting in an operating margin of 43.3%.
WMS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Advanced Drainage Systems, Inc. reported a net income of 81.23M and revenue of 690.54M, resulting in a net margin of 11.8%.
WTRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Essential Utilities, Inc. reported a net income of 283.79M and revenue of 783.63M, resulting in a net margin of 36.2%.