WTRG vs. GWRS
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and Global Water Resources, Inc. (GWRS).
Performance
WTRG vs. GWRS - Performance Comparison
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WTRG vs. GWRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 6.92% | 9.40% | 0.52% | -19.40% | -8.94% | 16.05% | 2.92% | 40.43% | -10.66% | 33.77% |
GWRS Global Water Resources, Inc. | -8.65% | -24.33% | -9.94% | 0.95% | -20.68% | 20.65% | 12.34% | 33.21% | 11.84% | 5.74% |
Fundamentals
WTRG:
$11.53B
GWRS:
$207.13M
WTRG:
$2.18
GWRS:
$0.11
WTRG:
18.61
GWRS:
70.79
WTRG:
2.61
GWRS:
46.72
WTRG:
4.63
GWRS:
3.75
WTRG:
1.68
GWRS:
2.39
WTRG:
$2.47B
GWRS:
$55.76M
WTRG:
$1.07B
GWRS:
$51.72M
WTRG:
$1.25B
GWRS:
$30.76M
Returns By Period
In the year-to-date period, WTRG achieves a 6.92% return, which is significantly higher than GWRS's -8.65% return.
WTRG
- 1D
- 0.92%
- 1M
- 1.22%
- YTD
- 6.92%
- 6M
- 6.58%
- 1Y
- 6.43%
- 3Y*
- 0.99%
- 5Y*
- 1.05%
- 10Y*
- 5.18%
GWRS
- 1D
- 0.79%
- 1M
- -15.74%
- YTD
- -8.65%
- 6M
- -21.97%
- 1Y
- -23.77%
- 3Y*
- -12.60%
- 5Y*
- -12.18%
- 10Y*
- —
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Return for Risk
WTRG vs. GWRS — Risk / Return Rank
WTRG
GWRS
WTRG vs. GWRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and Global Water Resources, Inc. (GWRS). 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.
| WTRG | GWRS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | -0.75 | +1.04 |
Sortino ratioReturn per unit of downside risk | 0.57 | -0.85 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.88 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | -0.69 | +1.30 |
Martin ratioReturn relative to average drawdown | 1.05 | -1.59 | +2.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTRG | GWRS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | -0.75 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.38 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.14 | +0.34 |
Correlation
The correlation between WTRG and GWRS is 0.27, 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.
Dividends
WTRG vs. GWRS - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.33%, less than GWRS's 3.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.33% | 3.48% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% |
GWRS Global Water Resources, Inc. | 3.97% | 3.60% | 2.62% | 2.28% | 2.22% | 1.71% | 2.01% | 2.18% | 2.81% | 2.94% | 1.90% | 0.00% |
Drawdowns
WTRG vs. GWRS - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum GWRS drawdown of -60.89%. Use the drawdown chart below to compare losses from any high point for WTRG and GWRS.
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Drawdown Indicators
| WTRG | GWRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | -60.89% | +12.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -33.97% | +23.37% |
Max Drawdown (5Y)Largest decline over 5 years | -36.53% | -60.89% | +24.36% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | — | — |
Current DrawdownCurrent decline from peak | -13.70% | -58.08% | +44.38% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -21.11% | +8.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 14.76% | -8.56% |
Volatility
WTRG vs. GWRS - Volatility Comparison
The current volatility for Essential Utilities, Inc. (WTRG) is 7.53%, while Global Water Resources, Inc. (GWRS) has a volatility of 18.16%. This indicates that WTRG experiences smaller price fluctuations and is considered to be less risky than GWRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRG | GWRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 18.16% | -10.63% |
Volatility (6M)Calculated over the trailing 6-month period | 16.01% | 26.66% | -10.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 31.93% | -10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 31.96% | -9.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.81% | 33.74% | -8.93% |
Financials
WTRG vs. GWRS - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and Global Water Resources, 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