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.
Correlation
The correlation between WTRG and WMS is 0.36, 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
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Key characteristics
WTRG:
0.01
WMS:
-0.86
WTRG:
0.22
WMS:
-1.05
WTRG:
1.03
WMS:
0.87
WTRG:
0.02
WMS:
-0.68
WTRG:
0.11
WMS:
-1.19
WTRG:
6.97%
WMS:
26.20%
WTRG:
22.71%
WMS:
38.83%
WTRG:
-47.95%
WMS:
-53.67%
WTRG:
-21.10%
WMS:
-34.42%
Fundamentals
WTRG:
$10.49B
WMS:
$9.44B
WTRG:
$2.20
WMS:
$5.97
WTRG:
16.80
WMS:
20.38
WTRG:
4.47
WMS:
1.08
WTRG:
4.65
WMS:
3.21
WTRG:
1.62
WMS:
6.10
WTRG:
$2.26B
WMS:
$2.29B
WTRG:
$1.34B
WMS:
$856.09M
WTRG:
$1.27B
WMS:
$686.17M
Returns By Period
In the year-to-date period, WTRG achieves a 6.94% return, which is significantly higher than WMS's 1.68% return. Over the past 10 years, WTRG has underperformed WMS with an annualized return of 6.32%, while WMS has yielded a comparatively higher 14.80% annualized return.
WTRG
6.94%
-3.58%
1.52%
0.22%
2.29%
6.32%
WMS
1.68%
12.01%
-9.77%
-33.28%
24.98%
14.80%
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Risk-Adjusted Performance
WTRG vs. WMS — Risk-Adjusted Performance Rank
WTRG
WMS
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.
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Dividends
WTRG vs. WMS - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.42%, more than WMS's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.42% | 3.49% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
WMS Advanced Drainage Systems, Inc. | 0.54% | 0.54% | 0.38% | 0.57% | 0.31% | 0.43% | 3.48% | 1.28% | 1.13% | 1.12% | 0.79% | 0.17% |
Drawdowns
WTRG vs. WMS - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, smaller than the maximum WMS drawdown of -53.67%. Use the drawdown chart below to compare losses from any high point for WTRG and WMS. For additional features, visit the drawdowns tool.
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Volatility
WTRG vs. WMS - Volatility Comparison
The current volatility for Essential Utilities, Inc. (WTRG) is 7.88%, while Advanced Drainage Systems, Inc. (WMS) has a volatility of 11.24%. 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.
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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
WTRG vs. WMS - 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%.
WMS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Advanced Drainage Systems, Inc. reported a gross profit of 241.59M and revenue of 690.54M. Therefore, the gross margin over that period was 35.0%.
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%.
WMS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Advanced Drainage Systems, Inc. reported an operating income of 126.86M and revenue of 690.54M, resulting in an operating margin of 18.4%.
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%.
WMS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Advanced Drainage Systems, Inc. reported a net income of 81.23M and revenue of 690.54M, resulting in a net margin of 11.8%.