WTRG vs. DUK
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or DUK.
Correlation
The correlation between WTRG and DUK is 0.34, 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
WTRG vs. DUK - Performance Comparison
Key characteristics
WTRG:
0.62
DUK:
1.63
WTRG:
1.01
DUK:
2.28
WTRG:
1.13
DUK:
1.28
WTRG:
0.41
DUK:
2.28
WTRG:
1.96
DUK:
6.47
WTRG:
6.91%
DUK:
4.44%
WTRG:
22.04%
DUK:
17.58%
WTRG:
-47.95%
DUK:
-71.92%
WTRG:
-18.89%
DUK:
-4.13%
Fundamentals
WTRG:
$10.90B
DUK:
$92.41B
WTRG:
$2.17
DUK:
$5.70
WTRG:
18.23
DUK:
20.86
WTRG:
2.92
DUK:
3.13
WTRG:
$1.47B
DUK:
$22.69B
WTRG:
$785.71M
DUK:
$14.75B
WTRG:
$827.29M
DUK:
$11.16B
Returns By Period
In the year-to-date period, WTRG achieves a 9.94% return, which is significantly lower than DUK's 11.41% return. Over the past 10 years, WTRG has underperformed DUK with an annualized return of 6.65%, while DUK has yielded a comparatively higher 8.83% annualized return.
WTRG
9.94%
2.78%
5.25%
12.11%
3.30%
6.65%
DUK
11.41%
3.21%
6.25%
28.52%
13.92%
8.83%
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Risk-Adjusted Performance
WTRG vs. DUK — Risk-Adjusted Performance Rank
WTRG
DUK
WTRG vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and Duke Energy Corporation (DUK). 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. DUK - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.24%, less than DUK's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.24% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
DUK Duke Energy Corporation | 3.50% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% |
Drawdowns
WTRG vs. DUK - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for WTRG and DUK. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. DUK - Volatility Comparison
Essential Utilities, Inc. (WTRG) has a higher volatility of 7.97% compared to Duke Energy Corporation (DUK) at 7.40%. This indicates that WTRG's price experiences larger fluctuations and is considered to be riskier than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WTRG vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and Duke Energy Corporation. 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