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.
Performance
WMS vs. WTRG - Performance Comparison
Returns By Period
In the year-to-date period, WMS achieves a -8.45% return, which is significantly lower than WTRG's 7.77% return. Over the past 10 years, WMS has outperformed WTRG with an annualized return of 20.01%, while WTRG has yielded a comparatively lower 6.66% annualized return.
WMS
-8.45%
-17.00%
-27.35%
9.31%
29.10%
20.01%
WTRG
7.77%
-2.77%
2.75%
15.77%
0.43%
6.66%
Fundamentals
| WMS | WTRG | |
|---|---|---|
| Market Cap | $9.95B | $10.70B |
| EPS | $6.29 | $1.99 |
| PE Ratio | 20.41 | 19.57 |
| PEG Ratio | 1.22 | 2.67 |
| Total Revenue (TTM) | $2.91B | $1.96B |
| Gross Profit (TTM) | $1.11B | $891.75M |
| EBITDA (TTM) | $881.15M | $1.08B |
Key characteristics
| WMS | WTRG | |
|---|---|---|
| Sharpe Ratio | 0.24 | 0.70 |
| Sortino Ratio | 0.62 | 1.10 |
| Omega Ratio | 1.08 | 1.14 |
| Calmar Ratio | 0.33 | 0.45 |
| Martin Ratio | 0.87 | 2.86 |
| Ulcer Index | 10.59% | 5.21% |
| Daily Std Dev | 37.61% | 21.20% |
| Max Drawdown | -53.58% | -47.95% |
| Current Drawdown | -28.23% | -20.90% |
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Correlation
The correlation between WMS and WTRG 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.
Risk-Adjusted Performance
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.
Dividends
WMS vs. WTRG - Dividend Comparison
WMS's dividend yield for the trailing twelve months is around 0.47%, less than WTRG's 3.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMS Advanced Drainage Systems, Inc. | 0.47% | 0.38% | 0.57% | 0.31% | 0.43% | 3.48% | 1.28% | 1.13% | 1.12% | 0.79% | 0.17% | 0.00% |
WTRG Essential Utilities, Inc. | 3.25% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
Drawdowns
WMS vs. WTRG - Drawdown Comparison
The maximum WMS drawdown since its inception was -53.58%, 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.
Volatility
WMS vs. WTRG - Volatility Comparison
Advanced Drainage Systems, Inc. (WMS) has a higher volatility of 18.10% compared to Essential Utilities, Inc. (WTRG) at 6.80%. 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.
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