WTRG vs. XYL
Compare and contrast key facts about Essential Utilities, Inc. (WTRG) and Xylem Inc. (XYL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRG or XYL.
Correlation
The correlation between WTRG and XYL is 0.38, 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. XYL - Performance Comparison
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Key characteristics
WTRG:
0.09
XYL:
-0.36
WTRG:
0.33
XYL:
-0.31
WTRG:
1.04
XYL:
0.96
WTRG:
0.08
XYL:
-0.31
WTRG:
0.36
XYL:
-0.68
WTRG:
6.98%
XYL:
13.08%
WTRG:
22.78%
XYL:
25.76%
WTRG:
-47.95%
XYL:
-46.69%
WTRG:
-19.65%
XYL:
-11.29%
Fundamentals
WTRG:
$10.89B
XYL:
$31.16B
WTRG:
$2.27
XYL:
$3.71
WTRG:
17.12
XYL:
34.51
WTRG:
4.56
XYL:
2.48
WTRG:
4.83
XYL:
3.62
WTRG:
1.66
XYL:
2.88
WTRG:
$2.26B
XYL:
$8.60B
WTRG:
$1.34B
XYL:
$3.23B
WTRG:
$1.27B
XYL:
$1.75B
Returns By Period
In the year-to-date period, WTRG achieves a 8.90% return, which is significantly lower than XYL's 10.69% return. Over the past 10 years, WTRG has underperformed XYL with an annualized return of 6.50%, while XYL has yielded a comparatively higher 14.75% annualized return.
WTRG
8.90%
-3.31%
2.47%
1.37%
1.58%
6.50%
XYL
10.69%
15.95%
5.75%
-9.67%
17.04%
14.75%
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Risk-Adjusted Performance
WTRG vs. XYL — Risk-Adjusted Performance Rank
WTRG
XYL
WTRG vs. XYL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Essential Utilities, Inc. (WTRG) and Xylem Inc. (XYL). 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. XYL - Dividend Comparison
WTRG's dividend yield for the trailing twelve months is around 3.36%, more than XYL's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRG Essential Utilities, Inc. | 3.36% | 3.49% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% |
XYL Xylem Inc. | 1.16% | 1.24% | 1.15% | 1.09% | 0.93% | 1.02% | 1.22% | 1.26% | 1.06% | 1.25% | 1.54% | 1.34% |
Drawdowns
WTRG vs. XYL - Drawdown Comparison
The maximum WTRG drawdown since its inception was -47.95%, roughly equal to the maximum XYL drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for WTRG and XYL. For additional features, visit the drawdowns tool.
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Volatility
WTRG vs. XYL - Volatility Comparison
Essential Utilities, Inc. (WTRG) has a higher volatility of 8.12% compared to Xylem Inc. (XYL) at 7.05%. This indicates that WTRG's price experiences larger fluctuations and is considered to be riskier than XYL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
WTRG vs. XYL - Financials Comparison
This section allows you to compare key financial metrics between Essential Utilities, Inc. and Xylem 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. XYL - 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%.
XYL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Xylem Inc. reported a gross profit of 768.00M and revenue of 2.07B. Therefore, the gross margin over that period was 37.1%.
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%.
XYL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Xylem Inc. reported an operating income of 231.00M and revenue of 2.07B, resulting in an operating margin of 11.2%.
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%.
XYL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Xylem Inc. reported a net income of 169.00M and revenue of 2.07B, resulting in a net margin of 8.2%.