YORW vs. ARTNA
Compare and contrast key facts about The York Water Company (YORW) and Artesian Resources Corporation (ARTNA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YORW or ARTNA.
Key characteristics
| YORW | ARTNA | |
|---|---|---|
| YTD Return | -5.00% | -14.02% |
| 1Y Return | 1.30% | -11.80% |
| 3Y Return (Ann) | -7.88% | -4.64% |
| 5Y Return (Ann) | -1.13% | 1.56% |
| 10Y Return (Ann) | 7.57% | 7.48% |
| Sharpe Ratio | 0.04 | -0.39 |
| Sortino Ratio | 0.23 | -0.37 |
| Omega Ratio | 1.03 | 0.96 |
| Calmar Ratio | 0.03 | -0.27 |
| Martin Ratio | 0.12 | -0.75 |
| Ulcer Index | 8.27% | 15.78% |
| Daily Std Dev | 22.76% | 30.31% |
| Max Drawdown | -46.68% | -43.92% |
| Current Drawdown | -27.98% | -41.17% |
Fundamentals
| YORW | ARTNA | |
|---|---|---|
| Market Cap | $518.33M | $370.99M |
| EPS | $1.48 | $1.95 |
| PE Ratio | 24.36 | 18.53 |
| PEG Ratio | 7.71 | 7.29 |
| Total Revenue (TTM) | $74.19M | $105.65M |
| Gross Profit (TTM) | $48.64M | $39.47M |
| EBITDA (TTM) | $38.98M | $47.24M |
Correlation
The correlation between YORW and ARTNA is 0.33, 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
YORW vs. ARTNA - Performance Comparison
In the year-to-date period, YORW achieves a -5.00% return, which is significantly higher than ARTNA's -14.02% return. Both investments have delivered pretty close results over the past 10 years, with YORW having a 7.57% annualized return and ARTNA not far behind at 7.48%. 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
YORW vs. ARTNA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The York Water Company (YORW) and Artesian Resources Corporation (ARTNA). 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
YORW vs. ARTNA - Dividend Comparison
YORW's dividend yield for the trailing twelve months is around 2.34%, less than ARTNA's 3.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YORW The York Water Company | 2.34% | 2.12% | 1.75% | 1.52% | 1.56% | 1.52% | 2.10% | 1.91% | 1.64% | 2.42% | 2.49% | 2.67% |
ARTNA Artesian Resources Corporation | 3.36% | 2.74% | 1.86% | 2.26% | 2.71% | 2.64% | 2.74% | 2.40% | 2.82% | 3.15% | 3.75% | 3.59% |
Drawdowns
YORW vs. ARTNA - Drawdown Comparison
The maximum YORW drawdown since its inception was -46.68%, which is greater than ARTNA's maximum drawdown of -43.92%. Use the drawdown chart below to compare losses from any high point for YORW and ARTNA. For additional features, visit the drawdowns tool.
Volatility
YORW vs. ARTNA - Volatility Comparison
The current volatility for The York Water Company (YORW) is 8.04%, while Artesian Resources Corporation (ARTNA) has a volatility of 10.05%. This indicates that YORW experiences smaller price fluctuations and is considered to be less risky than ARTNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
YORW vs. ARTNA - Financials Comparison
This section allows you to compare key financial metrics between The York Water Company and Artesian Resources Corporation. 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