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.
Correlation
The correlation between XYL and WTRG 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
XYL vs. WTRG - Performance Comparison
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Key characteristics
XYL:
-0.36
WTRG:
0.09
XYL:
-0.31
WTRG:
0.33
XYL:
0.96
WTRG:
1.04
XYL:
-0.31
WTRG:
0.08
XYL:
-0.68
WTRG:
0.36
XYL:
13.08%
WTRG:
6.98%
XYL:
25.76%
WTRG:
22.78%
XYL:
-46.69%
WTRG:
-47.95%
XYL:
-11.29%
WTRG:
-19.65%
Fundamentals
XYL:
$31.16B
WTRG:
$10.89B
XYL:
$3.71
WTRG:
$2.27
XYL:
34.51
WTRG:
17.12
XYL:
2.48
WTRG:
4.56
XYL:
3.62
WTRG:
4.83
XYL:
2.88
WTRG:
1.66
XYL:
$8.60B
WTRG:
$2.26B
XYL:
$3.23B
WTRG:
$1.34B
XYL:
$1.75B
WTRG:
$1.27B
Returns By Period
In the year-to-date period, XYL achieves a 10.69% return, which is significantly higher than WTRG's 8.90% return. Over the past 10 years, XYL has outperformed WTRG with an annualized return of 14.75%, while WTRG has yielded a comparatively lower 6.50% annualized return.
XYL
10.69%
15.95%
5.75%
-9.67%
17.04%
14.75%
WTRG
8.90%
-3.31%
2.47%
1.37%
1.58%
6.50%
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Risk-Adjusted Performance
XYL vs. WTRG — Risk-Adjusted Performance Rank
XYL
WTRG
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.
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Dividends
XYL vs. WTRG - Dividend Comparison
XYL's dividend yield for the trailing twelve months is around 1.16%, less than WTRG's 3.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
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.
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Volatility
XYL vs. WTRG - Volatility Comparison
The current volatility for Xylem Inc. (XYL) is 7.05%, while Essential Utilities, Inc. (WTRG) has a volatility of 8.12%. 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.
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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
XYL vs. WTRG - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.