WTRG vs. WBA
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and Walgreens Boots Alliance, Inc. (WBA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or WBA.
Key characteristics
| WTRG | WBA | |
|---|---|---|
| YTD Return | 8.89% | -63.53% |
| 1Y Return | 20.08% | -52.32% |
| 3Y Return (Ann) | -2.98% | -39.72% |
| 5Y Return (Ann) | 0.66% | -27.77% |
| 10Y Return (Ann) | 6.71% | -15.22% |
| Sharpe Ratio | 0.85 | -1.09 |
| Sortino Ratio | 1.34 | -1.69 |
| Omega Ratio | 1.17 | 0.78 |
| Calmar Ratio | 0.55 | -0.61 |
| Martin Ratio | 3.65 | -1.28 |
| Ulcer Index | 5.14% | 42.00% |
| Daily Std Dev | 21.99% | 49.09% |
| Max Drawdown | -47.95% | -87.93% |
| Current Drawdown | -20.08% | -86.73% |
Fundamentals
| WTRG | WBA | |
|---|---|---|
| Market Cap | $10.89B | $7.84B |
| EPS | $1.99 | -$10.01 |
| PEG Ratio | 2.72 | 3.55 |
| Total Revenue (TTM) | $1.96B | $147.66B |
| Gross Profit (TTM) | $799.15M | $26.52B |
| EBITDA (TTM) | $1.07B | $2.27B |
Correlation
The correlation between WTRG and WBA is 0.21, 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. WBA - Performance Comparison
In the year-to-date period, WTRG achieves a 8.89% return, which is significantly higher than WBA's -63.53% return. Over the past 10 years, WTRG has outperformed WBA with an annualized return of 6.71%, while WBA has yielded a comparatively lower -15.22% 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. WBA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and Walgreens Boots Alliance, Inc. (WBA). 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. WBA - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 2.37%, less than WBA's 13.56% 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% |
WBA Walgreens Boots Alliance, Inc. | 13.56% | 7.35% | 5.13% | 3.63% | 4.64% | 3.05% | 2.46% | 2.13% | 1.78% | 1.64% | 1.71% | 2.05% |
Drawdowns
WTRG vs. WBA - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum WBA drawdown of -87.93%. Use the drawdown chart below to compare losses from any high point for WTRG and WBA. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. WBA - Volatility Comparison
The current volatility for Essential Utilities, Inc. (WTRG) is 7.26%, while Walgreens Boots Alliance, Inc. (WBA) has a volatility of 20.47%. This indicates that WTRG experiences smaller price fluctuations and is considered to be less risky than WBA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WTRG vs. WBA - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and Walgreens Boots Alliance, 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