WTRG vs. NEE
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and NextEra Energy, Inc. (NEE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or NEE.
Key characteristics
| WTRG | NEE | |
|---|---|---|
| YTD Return | 8.89% | 29.54% |
| 1Y Return | 20.08% | 44.96% |
| 3Y Return (Ann) | -2.98% | -0.77% |
| 5Y Return (Ann) | 0.66% | 9.28% |
| 10Y Return (Ann) | 6.71% | 14.30% |
| Sharpe Ratio | 0.85 | 1.42 |
| Sortino Ratio | 1.34 | 1.89 |
| Omega Ratio | 1.17 | 1.26 |
| Calmar Ratio | 0.55 | 0.97 |
| Martin Ratio | 3.65 | 6.85 |
| Ulcer Index | 5.14% | 5.54% |
| Daily Std Dev | 21.99% | 26.68% |
| Max Drawdown | -47.95% | -47.81% |
| Current Drawdown | -20.08% | -11.49% |
Fundamentals
| WTRG | NEE | |
|---|---|---|
| Market Cap | $10.89B | $158.28B |
| EPS | $1.99 | $3.48 |
| PE Ratio | 19.93 | 22.12 |
| PEG Ratio | 2.72 | 3.14 |
| Total Revenue (TTM) | $1.96B | $26.29B |
| Gross Profit (TTM) | $799.15M | $14.94B |
| EBITDA (TTM) | $1.07B | $15.63B |
Correlation
The correlation between WTRG and NEE is 0.53, 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. NEE - Performance Comparison
In the year-to-date period, WTRG achieves a 8.89% return, which is significantly lower than NEE's 29.54% return. Over the past 10 years, WTRG has underperformed NEE with an annualized return of 6.71%, while NEE has yielded a comparatively higher 14.30% 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. NEE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and NextEra Energy, Inc. (NEE). 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. NEE - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 2.37%, less than NEE's 2.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 2.37% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
NEE NextEra Energy, Inc. | 2.61% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% | 3.08% |
Drawdowns
WTRG vs. NEE - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, roughly equal to the maximum NEE drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for WTRG and NEE. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. NEE - Volatility Comparison
The current volatility for Essential Utilities, Inc. (WTRG) is 7.26%, while NextEra Energy, Inc. (NEE) has a volatility of 9.44%. This indicates that WTRG experiences smaller price fluctuations and is considered to be less risky than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WTRG vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and NextEra Energy, 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