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.
Correlation
The correlation between WTRG and AWK is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WTRG vs. AWK - Performance Comparison
Key characteristics
WTRG:
0.66
AWK:
1.00
WTRG:
1.10
AWK:
1.55
WTRG:
1.13
AWK:
1.19
WTRG:
0.45
AWK:
0.69
WTRG:
2.10
AWK:
2.71
WTRG:
6.89%
AWK:
8.46%
WTRG:
21.90%
AWK:
22.91%
WTRG:
-47.95%
AWK:
-37.10%
WTRG:
-17.74%
AWK:
-18.60%
Fundamentals
WTRG:
$11.12B
AWK:
$28.48B
WTRG:
$2.17
AWK:
$5.38
WTRG:
18.49
AWK:
26.76
WTRG:
4.79
AWK:
3.73
WTRG:
5.33
AWK:
6.08
WTRG:
1.78
AWK:
2.72
WTRG:
$1.47B
AWK:
$3.67B
WTRG:
$785.71M
AWK:
$2.03B
WTRG:
$827.29M
AWK:
$2.08B
Returns By Period
In the year-to-date period, WTRG achieves a 11.49% return, which is significantly lower than AWK's 16.37% return. Over the past 10 years, WTRG has underperformed AWK with an annualized return of 6.81%, while AWK has yielded a comparatively higher 12.39% annualized return.
WTRG
11.49%
2.11%
5.12%
14.99%
0.92%
6.81%
AWK
16.37%
-1.55%
5.83%
21.96%
4.53%
12.39%
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Risk-Adjusted Performance
WTRG vs. AWK — Risk-Adjusted Performance Rank
WTRG
AWK
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 3.20%, more than AWK's 2.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.20% | 3.49% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
AWK American Water Works Company, Inc. | 2.13% | 2.41% | 2.11% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% |
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
The current volatility for Essential Utilities, Inc. (WTRG) is 7.80%, while American Water Works Company, Inc. (AWK) has a volatility of 8.83%. This indicates that WTRG experiences smaller price fluctuations and is considered to be less risky 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