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.
Correlation
The correlation between WTRG and NEE is 0.44, 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
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Key characteristics
WTRG:
0.09
NEE:
0.03
WTRG:
0.33
NEE:
0.30
WTRG:
1.04
NEE:
1.04
WTRG:
0.08
NEE:
0.09
WTRG:
0.36
NEE:
0.18
WTRG:
6.98%
NEE:
12.37%
WTRG:
22.78%
NEE:
28.56%
WTRG:
-47.95%
NEE:
-47.81%
WTRG:
-19.65%
NEE:
-12.47%
Fundamentals
WTRG:
$10.70B
NEE:
$153.47B
WTRG:
$2.30
NEE:
$2.67
WTRG:
16.59
NEE:
27.92
WTRG:
4.56
NEE:
2.82
WTRG:
4.74
NEE:
6.07
WTRG:
1.66
NEE:
3.08
WTRG:
$2.26B
NEE:
$25.27B
WTRG:
$1.34B
NEE:
$17.71B
WTRG:
$1.27B
NEE:
$10.19B
Returns By Period
In the year-to-date period, WTRG achieves a 8.90% return, which is significantly higher than NEE's 5.48% return. Over the past 10 years, WTRG has underperformed NEE with an annualized return of 6.51%, while NEE has yielded a comparatively higher 14.26% annualized return.
WTRG
8.90%
-2.16%
2.47%
2.04%
2.66%
6.51%
NEE
5.48%
14.26%
-0.30%
0.92%
8.26%
14.26%
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Risk-Adjusted Performance
WTRG vs. NEE — Risk-Adjusted Performance Rank
WTRG
NEE
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.
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Dividends
WTRG vs. NEE - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.36%, more than NEE's 2.82% 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% |
NEE NextEra Energy, Inc. | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% |
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.
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Volatility
WTRG vs. NEE - Volatility Comparison
Essential Utilities, Inc. (WTRG) has a higher volatility of 8.12% compared to NextEra Energy, Inc. (NEE) at 7.60%. This indicates that WTRG's price experiences larger fluctuations and is considered to be riskier than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
WTRG vs. NEE - 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%.
NEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported a gross profit of 6.25B and revenue of 6.25B. Therefore, the gross margin over that period was 100.0%.
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%.
NEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported an operating income of 2.26B and revenue of 6.25B, resulting in an operating margin of 36.1%.
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%.
NEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported a net income of 833.00M and revenue of 6.25B, resulting in a net margin of 13.3%.