WTRG vs. WMS
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and Advanced Drainage Systems, Inc. (WMS).
Performance
WTRG vs. WMS - Performance Comparison
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WTRG vs. WMS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 5.95% | 9.40% | 0.52% | -19.40% | -8.94% | 16.05% | 2.92% | 40.43% | -10.66% | 33.77% |
WMS Advanced Drainage Systems, Inc. | -5.22% | 25.97% | -17.48% | 72.44% | -39.53% | 63.46% | 116.70% | 67.74% | 2.78% | 17.27% |
Fundamentals
WTRG:
$11.42B
WMS:
$10.74B
WTRG:
$2.18
WMS:
$6.02
WTRG:
18.44
WMS:
22.80
WTRG:
2.59
WMS:
0.84
WTRG:
4.59
WMS:
3.59
WTRG:
1.67
WMS:
137.28
WTRG:
$2.47B
WMS:
$2.99B
WTRG:
$1.07B
WMS:
$1.16B
WTRG:
$1.25B
WMS:
$741.90M
Returns By Period
In the year-to-date period, WTRG achieves a 5.95% return, which is significantly higher than WMS's -5.22% return. Over the past 10 years, WTRG has underperformed WMS with an annualized return of 5.08%, while WMS has yielded a comparatively higher 21.38% annualized return.
WTRG
- 1D
- -1.90%
- 1M
- 0.75%
- YTD
- 5.95%
- 6M
- 2.75%
- 1Y
- 5.51%
- 3Y*
- 0.68%
- 5Y*
- 0.86%
- 10Y*
- 5.08%
WMS
- 1D
- 4.31%
- 1M
- -19.88%
- YTD
- -5.22%
- 6M
- -0.91%
- 1Y
- 26.86%
- 3Y*
- 18.21%
- 5Y*
- 5.38%
- 10Y*
- 21.38%
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Return for Risk
WTRG vs. WMS — Risk / Return Rank
WTRG
WMS
WTRG vs. WMS - Risk-Adjusted Trends 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.
| WTRG | WMS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.65 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.33 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.15 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.10 | -0.52 |
Martin ratioReturn relative to average drawdown | 0.99 | 3.69 | -2.70 |
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 | WMS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.65 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.13 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.52 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.52 | -0.04 |
Correlation
The correlation between WTRG and WMS is 0.20, 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.
Dividends
WTRG vs. WMS - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.36%, more than WMS's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.36% | 3.48% | 3.48% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% |
WMS Advanced Drainage Systems, Inc. | 0.53% | 0.48% | 0.54% | 0.38% | 0.57% | 0.31% | 0.43% | 3.48% | 1.28% | 1.13% | 1.12% | 0.79% |
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.
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Drawdown Indicators
| WTRG | WMS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.95% | -53.58% | +5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.60% | -24.96% | +14.36% |
Max Drawdown (5Y)Largest decline over 5 years | -36.53% | -50.12% | +13.59% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -53.58% | +13.96% |
Current DrawdownCurrent decline from peak | -14.49% | -22.75% | +8.26% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -17.87% | +5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 7.41% | -1.21% |
Volatility
WTRG vs. WMS - Volatility Comparison
The current volatility for Essential Utilities, Inc. (WTRG) is 7.48%, while Advanced Drainage Systems, Inc. (WMS) has a volatility of 13.66%. 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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Volatility by Period
| WTRG | WMS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 13.66% | -6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 16.10% | 23.91% | -7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.75% | 41.31% | -19.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 41.87% | -19.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.81% | 41.47% | -16.66% |
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 Apr 2026, Essential Utilities, Inc. reported a gross profit of 0.00 and revenue of 699.11M. Therefore, the gross margin over that period was 0.0%.
WMS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Advanced Drainage Systems, Inc. reported a gross profit of 259.15M and revenue of 693.35M. Therefore, the gross margin over that period was 37.4%.
WTRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported an operating income of 227.00M and revenue of 699.11M, resulting in an operating margin of 32.5%.
WMS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Advanced Drainage Systems, Inc. reported an operating income of 136.82M and revenue of 693.35M, resulting in an operating margin of 19.7%.
WTRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Essential Utilities, Inc. reported a net income of 132.68M and revenue of 699.11M, resulting in a net margin of 19.0%.
WMS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Advanced Drainage Systems, Inc. reported a net income of 93.63M and revenue of 693.35M, resulting in a net margin of 13.5%.