WTRG vs. AWK
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and American Water Works Company, Inc. (AWK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or AWK.
Key characteristics
| WTRG | AWK | |
|---|---|---|
| YTD Return | 6.64% | 2.62% |
| 1Y Return | 12.35% | 4.40% |
| 3Y Return (Ann) | -3.76% | -6.30% |
| 5Y Return (Ann) | 0.09% | 4.15% |
| 10Y Return (Ann) | 6.62% | 11.99% |
| Sharpe Ratio | 0.86 | 0.54 |
| Sortino Ratio | 1.34 | 0.91 |
| Omega Ratio | 1.17 | 1.11 |
| Calmar Ratio | 0.58 | 0.30 |
| Martin Ratio | 3.67 | 1.68 |
| Ulcer Index | 5.16% | 6.68% |
| Daily Std Dev | 22.02% | 20.71% |
| Max Drawdown | -47.95% | -37.10% |
| Current Drawdown | -21.73% | -25.58% |
Fundamentals
| WTRG | AWK | |
|---|---|---|
| Market Cap | $10.92B | $25.81B |
| EPS | $1.95 | $5.04 |
| PE Ratio | 20.03 | 26.28 |
| PEG Ratio | 2.79 | 3.14 |
| Total Revenue (TTM) | $1.96B | $4.52B |
| Gross Profit (TTM) | $799.15M | $2.32B |
| EBITDA (TTM) | $1.07B | $2.46B |
Correlation
The correlation between WTRG and AWK is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WTRG vs. AWK - Performance Comparison
In the year-to-date period, WTRG achieves a 6.64% return, which is significantly higher than AWK's 2.62% return. Over the past 10 years, WTRG has underperformed AWK with an annualized return of 6.62%, while AWK has yielded a comparatively higher 11.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WTRG vs. AWK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) 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.
Dividends
WTRG vs. AWK - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.29%, more than AWK's 2.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.29% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
AWK American Water Works Company, Inc. | 2.27% | 2.11% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% | 1.99% |
Drawdowns
WTRG vs. AWK - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, which is greater than AWK's maximum drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for WTRG and AWK. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. AWK - Volatility Comparison
Essential Utilities, Inc. (WTRG) has a higher volatility of 6.85% compared to American Water Works Company, Inc. (AWK) at 6.18%. This indicates that WTRG'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.
Financials
WTRG vs. AWK - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, 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.
Total Revenue: Total amount of money received from sales and other business activities