WTRG:NYE-Essential Utilities Inc (USD)

COMMON STOCK | Utilities - Regulated Water |

Last Closing

USD 38.53

Change

-0.83 (-2.11)%

Market Cap

USD 10.73B

Volume

0.82M

Analyst Target

USD 49.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Utilities - Regulated Water

Symbol Name Price(Change) Market Cap
AWK American Water Works

N/A

USD 25.19B
SBS Companhia de Saneamento Basico..

N/A

USD 9.65B
CWT California Water Service Group

N/A

USD 2.77B
AWR American States Water Company

N/A

USD 2.62B
SJW SJW Corporation

N/A

USD 1.75B
ARIS Aris Water Solutions Inc

N/A

USD 0.82B

ETFs Containing WTRG

BILD Macquarie Etf Trust - Sus.. 4.80 % 0.00 %

N/A

USD 5.06M
IH2O:SW iShares Global Water UCIT.. 3.91 % 0.00 %

N/A

USD 2.25B
CGW Invesco S&P Global Water .. 3.89 % 0.60 %

N/A

USD 0.98B
FIW First Trust Water ETF 3.62 % 0.55 %

N/A

USD 1.71B
CWW:CA iShares Global Water Comm.. 0.00 % 0.66 %

N/A

CAD 0.34B
DH2O:LSE iShares Global Water UCIT.. 0.00 % 0.00 %

N/A

USD 2.22B
IH2O:LSE iShares Global Water UCIT.. 0.00 % 0.00 %

N/A

USD 2.22B
IQQQ:F iShares Global Water UCIT.. 0.00 % 0.00 %

N/A

USD 2.29B
IQQQ:XETRA iShares Global Water UCIT.. 0.00 % 0.00 %

N/A

USD 2.29B
AQWA Global X Clean Water ETF 0.00 % 0.00 %

N/A

USD 9.91M

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Water) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.16% 86% B+ 49% F
Dividend Return 1.64% 86% B+ 61% D-
Total Return 4.80% 86% B+ 50% F
Trailing 12 Months  
Capital Gain -5.49% 71% C- 18% F
Dividend Return 3.01% 86% B+ 43% F
Total Return -2.48% 71% C- 18% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -3.31% 29% F 25% F
Dividend Return -1.37% 29% F 20% F
Total Return 1.94% 71% C- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 11.74% 100% F 77% C+
Risk Adjusted Return -11.67% 29% F 20% F
Market Capitalization 10.73B 86% B+ 85% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.