XYL vs. WTRG
Compare and contrast key facts about Xylem Inc. (XYL) and Essential Utilities, Inc. (WTRG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XYL or WTRG.
Key characteristics
| XYL | WTRG | |
|---|---|---|
| YTD Return | 19.26% | 1.76% |
| 1Y Return | 32.25% | -7.98% |
| 3Y Return (Ann) | 8.09% | -4.65% |
| 5Y Return (Ann) | 11.94% | 2.25% |
| 10Y Return (Ann) | 15.48% | 6.65% |
| Sharpe Ratio | 1.61 | -0.36 |
| Daily Std Dev | 19.76% | 22.06% |
| Max Drawdown | -46.69% | -47.95% |
| Current Drawdown | 0.00% | -25.31% |
Fundamentals
| XYL | WTRG | |
|---|---|---|
| Market Cap | $32.09B | $9.87B |
| EPS | $2.79 | $1.86 |
| PE Ratio | 47.46 | 19.40 |
| PEG Ratio | 2.28 | 2.27 |
| Revenue (TTM) | $7.36B | $2.05B |
| Gross Profit (TTM) | $2.09B | $1.07B |
| EBITDA (TTM) | $1.29B | $1.04B |
Correlation
The correlation between XYL and WTRG is 0.30, 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
XYL vs. WTRG - Performance Comparison
In the year-to-date period, XYL achieves a 19.26% return, which is significantly higher than WTRG's 1.76% return. Over the past 10 years, XYL has outperformed WTRG with an annualized return of 15.48%, while WTRG has yielded a comparatively lower 6.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
XYL vs. WTRG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xylem Inc. (XYL) and Essential Utilities, Inc. (WTRG). 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
XYL vs. WTRG - Dividend Comparison
XYL's dividend yield for the trailing twelve months is around 0.99%, less than WTRG's 3.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XYL Xylem Inc. | 0.99% | 1.15% | 1.09% | 0.93% | 1.02% | 1.22% | 1.26% | 1.06% | 1.25% | 1.54% | 1.34% | 1.35% |
WTRG Essential Utilities, Inc. | 3.21% | 3.18% | 2.33% | 1.93% | 2.05% | 1.93% | 2.48% | 2.02% | 2.46% | 2.30% | 2.37% | 2.48% |
Drawdowns
XYL vs. WTRG - Drawdown Comparison
The maximum XYL drawdown since its inception was -46.69%, roughly equal to the maximum WTRG drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for XYL and WTRG. For additional features, visit the drawdowns tool.
Volatility
XYL vs. WTRG - Volatility Comparison
The current volatility for Xylem Inc. (XYL) is 5.32%, while Essential Utilities, Inc. (WTRG) has a volatility of 7.53%. This indicates that XYL experiences smaller price fluctuations and is considered to be less risky than WTRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
XYL vs. WTRG - Financials Comparison
This section allows you to compare key financial metrics between Xylem Inc. and Essential Utilities, 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