WTRG vs. WBA
WTRG (Essential Utilities, Inc.) and WBA (Walgreens Boots Alliance, Inc.) are both stocks. WTRG operates in Utilities - Regulated Water (Utilities), while WBA operates in Pharmaceutical Retailers (Healthcare). At a 0.20 correlation, their price movements are largely independent.
Performance
WTRG vs. WBA - Performance Comparison
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Returns By Period
WTRG
- 1D
- -0.11%
- 1M
- -1.61%
- YTD
- -1.76%
- 6M
- -3.02%
- 1Y
- -0.25%
- 3Y*
- 0.07%
- 5Y*
- -1.89%
- 10Y*
- 3.78%
WBA
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTRG vs. WBA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | -1.76% | 9.40% | 0.52% | -19.40% | -8.94% | 16.05% | 2.92% | 40.43% | -10.66% | 33.77% |
WBA Walgreens Boots Alliance, Inc. | 0.00% | 28.40% | -61.34% | -25.09% | -25.06% | 35.78% | -29.38% | -10.99% | -3.65% | -10.51% |
Correlation
The correlation between WTRG and WBA is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1987 | 0.20 |
The correlation between WTRG and WBA shifts across timeframes, from 0.05 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
WTRG:
$2.55B
WBA:
$154.58B
WTRG:
$862.18M
WBA:
$26.47B
WTRG:
$1.23B
WBA:
-$2.92B
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Return for Risk
WTRG vs. WBA — Risk / Return Rank
WTRG
WBA
WTRG vs. WBA - Risk-Adjusted Trends 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.
| WTRG | WBA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.02 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | — | — |
| Martin ratioReturn relative to average drawdown | -0.05 | — | — |
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 | WBA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | — | — |
Drawdowns
WTRG vs. WBA - Drawdown Comparison
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Drawdown Indicators
| WTRG | WBA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -23.80% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -36.53% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | — | — |
Current DrawdownCurrent decline from peak | -20.71% | — | — |
Average DrawdownAverage peak-to-trough decline | -12.14% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.57% | — | — |
Volatility
WTRG vs. WBA - Volatility Comparison
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Volatility by Period
| WTRG | WBA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.26% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.94% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.85% | — | — |
Dividends
WTRG vs. WBA - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.70%, while WBA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBA Walgreens Boots Alliance, Inc. | 0.00% | 0.00% | 10.72% | 7.35% | 5.13% | 3.62% | 4.64% | 3.04% | 2.46% | 2.13% | 1.78% | 1.64% |
WTRG Essential Utilities, Inc. | 3.70% | 3.48% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% |
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
Frequently Asked Questions
WTRG and WBA have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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