Essential Utilities Stock Performance
| WTRG Stock | USD 40.11 0.58 1.47% |
Essential Utilities has a performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.36, which means possible diversification benefits within a given portfolio. As returns on the market increase, Essential Utilities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Essential Utilities is expected to be smaller as well. Essential Utilities right now shows a risk of 1.16%. Please confirm Essential Utilities downside variance, as well as the relationship between the accumulation distribution and price action indicator , to decide if Essential Utilities will be following its price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Essential Utilities are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable basic indicators, Essential Utilities is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 1.18 | Five Day Return 2.6 | Year To Date Return 5.75 | Ten Year Return 52.71 | All Time Return 21.7 K |
Forward Dividend Yield 0.0329 | Payout Ratio 0.633 | Last Split Factor 5:4 | Forward Dividend Rate 1.3 | Dividend Date 2024-12-02 |
| Essential Utilities dividend paid on 3rd of September 2024 | 09/03/2024 |
1 | Essential Utilities to Report Earnings for Q3 2024 | 09/12/2024 |
2 | Essential Utilities declares 0.3255 dividend | 10/30/2024 |
3 | Essential Utilities Updates FY24 Earnings Guidance | 11/05/2024 |
4 | Earnings call Essential Utilities surpasses Q3 EPS expectations | 11/06/2024 |
5 | Essential Utilities, Inc. Just Released Its Third-Quarter Earnings Heres What Analysts Think | 11/07/2024 |
6 | Disposition of 530 shares by Robert Rubin of Essential Utilities at .49 subject to Rule 16b-3 | 11/08/2024 |
7 | Aqua Pennsylvania Encourages Customers to Apply for Monthly Discounts on Water and Wastewater Bills | 11/19/2024 |
| Begin Period Cash Flow | 11.4 M |
Essential |
Essential Utilities Relative Risk vs. Return Landscape
If you would invest 3,862 in Essential Utilities on August 27, 2024 and sell it today you would earn a total of 91.00 from holding Essential Utilities or generate 2.36% return on investment over 90 days. Essential Utilities is currently generating 0.043% in daily expected returns and assumes 1.158% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Essential, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Essential Utilities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Essential Utilities' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Essential Utilities, and traders can use it to determine the average amount a Essential Utilities' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0371
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| Negative Returns | WTRG |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Essential Utilities is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Essential Utilities by adding it to a well-diversified portfolio.
Essential Utilities Fundamentals Growth
Essential Stock prices reflect investors' perceptions of the future prospects and financial health of Essential Utilities, and Essential Utilities fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Essential Stock performance.
| Return On Equity | 0.0902 | ||||
| Return On Asset | 0.026 | ||||
| Profit Margin | 0.28 % | ||||
| Operating Margin | 0.36 % | ||||
| Current Valuation | 18.28 B | ||||
| Shares Outstanding | 274.61 M | ||||
| Price To Earning | 28.79 X | ||||
| Price To Book | 1.76 X | ||||
| Price To Sales | 5.54 X | ||||
| Revenue | 2.05 B | ||||
| Gross Profit | 1.07 B | ||||
| EBITDA | 1.06 B | ||||
| Net Income | 498.23 M | ||||
| Cash And Equivalents | 12.98 M | ||||
| Cash Per Share | 0.05 X | ||||
| Total Debt | 7.09 B | ||||
| Debt To Equity | 1.17 % | ||||
| Current Ratio | 0.76 X | ||||
| Book Value Per Share | 22.51 X | ||||
| Cash Flow From Operations | 933.59 M | ||||
| Earnings Per Share | 1.99 X | ||||
| Market Capitalization | 10.86 B | ||||
| Total Asset | 17.26 B | ||||
| Retained Earnings | 1.71 B | ||||
| Working Capital | (305.95 M) | ||||
About Essential Utilities Performance
By analyzing Essential Utilities' fundamental ratios, stakeholders can gain valuable insights into Essential Utilities' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Essential Utilities has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Essential Utilities has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 44.32 | 46.54 | |
| Return On Tangible Assets | 0.03 | 0.04 | |
| Return On Capital Employed | 0.04 | 0.08 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.08 | 0.12 |
Things to note about Essential Utilities performance evaluation
Checking the ongoing alerts about Essential Utilities for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Essential Utilities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Essential Utilities currently holds 7.09 B in liabilities with Debt to Equity (D/E) ratio of 1.17, which is about average as compared to similar companies. Essential Utilities has a current ratio of 0.74, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Essential Utilities' use of debt, we should always consider it together with its cash and equity. | |
| Essential Utilities has a strong financial position based on the latest SEC filings | |
| Over 82.0% of Essential Utilities outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Aqua Pennsylvania Encourages Customers to Apply for Monthly Discounts on Water and Wastewater Bills |
- Analyzing Essential Utilities' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Essential Utilities' stock is overvalued or undervalued compared to its peers.
- Examining Essential Utilities' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Essential Utilities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Essential Utilities' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Essential Utilities' stock. These opinions can provide insight into Essential Utilities' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Essential Stock analysis
When running Essential Utilities' price analysis, check to measure Essential Utilities' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Essential Utilities is operating at the current time. Most of Essential Utilities' value examination focuses on studying past and present price action to predict the probability of Essential Utilities' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Essential Utilities' price. Additionally, you may evaluate how the addition of Essential Utilities to your portfolios can decrease your overall portfolio volatility.
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