WTRG vs. WMS
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and Advanced Drainage Systems, Inc. (WMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or WMS.
Key characteristics
| WTRG | WMS | |
|---|---|---|
| YTD Return | 8.89% | -2.91% |
| 1Y Return | 20.08% | 23.10% |
| 3Y Return (Ann) | -2.98% | 1.33% |
| 5Y Return (Ann) | 0.66% | 29.81% |
| 10Y Return (Ann) | 6.71% | 20.64% |
| Sharpe Ratio | 0.85 | 0.62 |
| Sortino Ratio | 1.34 | 1.12 |
| Omega Ratio | 1.17 | 1.15 |
| Calmar Ratio | 0.55 | 0.87 |
| Martin Ratio | 3.65 | 2.48 |
| Ulcer Index | 5.14% | 9.48% |
| Daily Std Dev | 21.99% | 37.68% |
| Max Drawdown | -47.95% | -53.58% |
| Current Drawdown | -20.08% | -23.89% |
Fundamentals
| WTRG | WMS | |
|---|---|---|
| Market Cap | $10.89B | $10.56B |
| EPS | $1.99 | $6.33 |
| PE Ratio | 19.93 | 21.51 |
| PEG Ratio | 2.72 | 1.17 |
| Total Revenue (TTM) | $1.96B | $2.13B |
| Gross Profit (TTM) | $799.15M | $817.22M |
| EBITDA (TTM) | $1.07B | $642.01M |
Correlation
The correlation between WTRG and WMS is 0.22, 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. WMS - Performance Comparison
In the year-to-date period, WTRG achieves a 8.89% return, which is significantly higher than WMS's -2.91% return. Over the past 10 years, WTRG has underperformed WMS with an annualized return of 6.71%, while WMS has yielded a comparatively higher 20.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
WTRG vs. WMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and Advanced Drainage Systems, Inc. (WMS). 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. WMS - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 2.37%, more than WMS's 0.44% 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% |
WMS Advanced Drainage Systems, Inc. | 0.44% | 0.38% | 0.57% | 0.31% | 0.43% | 3.48% | 1.28% | 1.13% | 1.12% | 0.79% | 0.17% | 0.00% |
Drawdowns
WTRG vs. WMS - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum WMS drawdown of -53.58%. Use the drawdown chart below to compare losses from any high point for WTRG and WMS. For additional features, visit the drawdowns tool.
Volatility
WTRG vs. WMS - Volatility Comparison
The current volatility for Essential Utilities, Inc. (WTRG) is 7.26%, while Advanced Drainage Systems, Inc. (WMS) has a volatility of 17.69%. This indicates that WTRG experiences smaller price fluctuations and is considered to be less risky than WMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WTRG vs. WMS - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and Advanced Drainage Systems, 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