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 0.37, 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
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Key characteristics
WTRG:
0.09
DUK:
0.95
WTRG:
0.33
DUK:
1.51
WTRG:
1.04
DUK:
1.18
WTRG:
0.08
DUK:
1.65
WTRG:
0.36
DUK:
4.10
WTRG:
6.98%
DUK:
4.66%
WTRG:
22.78%
DUK:
18.42%
WTRG:
-47.95%
DUK:
-71.92%
WTRG:
-19.65%
DUK:
-5.43%
Fundamentals
WTRG:
$10.70B
DUK:
$90.12B
WTRG:
$2.30
DUK:
$6.03
WTRG:
16.59
DUK:
19.23
WTRG:
4.56
DUK:
2.83
WTRG:
4.74
DUK:
2.95
WTRG:
1.66
DUK:
1.76
WTRG:
$2.26B
DUK:
$30.94B
WTRG:
$1.34B
DUK:
$20.44B
WTRG:
$1.27B
DUK:
$15.13B
Returns By Period
In the year-to-date period, WTRG achieves a 8.90% return, which is significantly lower than DUK's 9.90% return. Over the past 10 years, WTRG has underperformed DUK with an annualized return of 6.51%, while DUK has yielded a comparatively higher 8.78% annualized return.
WTRG
8.90%
-2.16%
2.47%
2.04%
2.66%
6.51%
DUK
9.90%
-2.52%
5.56%
17.31%
11.86%
8.78%
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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.
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Dividends
WTRG vs. DUK - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.36%, less than DUK's 3.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DUK Duke Energy Corporation | 3.60% | 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.
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Volatility
WTRG vs. DUK - Volatility Comparison
Essential Utilities, Inc. (WTRG) has a higher volatility of 8.12% compared to Duke Energy Corporation (DUK) at 7.23%. 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.
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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
WTRG vs. DUK - Profitability Comparison
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%.
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported a gross profit of 4.28B and revenue of 8.25B. Therefore, the gross margin over that period was 51.9%.
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%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported an operating income of 2.34B and revenue of 8.25B, resulting in an operating margin of 28.4%.
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%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Duke Energy Corporation reported a net income of 1.38B and revenue of 8.25B, resulting in a net margin of 16.7%.