Essential Utilities Stock Buy Hold or Sell Recommendation
| WTRG Stock | USD 40.37 0.47 1.18% |
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Essential Utilities is 'Cautious Hold'. Macroaxis provides Essential Utilities buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WTRG positions.
Check out Essential Utilities Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Essential Stock please use our How to Invest in Essential Utilities guide. Note, we conduct extensive research on individual companies such as Essential and provide practical buy, sell, or hold advice based on investors' constraints. Essential Utilities. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
Essential |
Execute Essential Utilities Buy or Sell Advice
The Essential recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Essential Utilities. Macroaxis does not own or have any residual interests in Essential Utilities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Essential Utilities' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Essential Utilities Trading Alerts and Improvement Suggestions
| Essential Utilities generated a negative expected return over the last 90 days | |
| Essential Utilities currently holds 7.05 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 84.0% of Essential Utilities outstanding shares are owned by institutional investors | |
| On 3rd of September 2024 Essential Utilities paid $ 0.3255 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Deprince Race Zollo Inc. Buys Shares of 139,854 Essential Utilities, Inc. - MarketBeat |
Essential Utilities Returns Distribution Density
The distribution of Essential Utilities' historical returns is an attempt to chart the uncertainty of Essential Utilities' future price movements. The chart of the probability distribution of Essential Utilities daily returns describes the distribution of returns around its average expected value. We use Essential Utilities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Essential Utilities returns is essential to provide solid investment advice for Essential Utilities.
| Mean Return | 0.05 | Value At Risk | -1.44 | Potential Upside | 1.98 | Standard Deviation | 1.04 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Essential Utilities historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Essential Stock Institutional Investors
| Shares | Fmr Inc | 2024-06-30 | 3.3 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 3.2 M | First Trust Advisors L.p. | 2024-06-30 | 3.2 M | Northern Trust Corp | 2024-06-30 | 3.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 2.8 M | Duff & Phelps Inv Mgmt Co (il) | 2024-06-30 | 2.4 M | Norges Bank | 2024-06-30 | 2.1 M | Tandem Investment Advisors Inc | 2024-06-30 | 2 M | Ubs Asset Mgmt Americas Inc | 2024-06-30 | 2 M | Blackrock Inc | 2024-06-30 | 30.8 M | Vanguard Group Inc | 2024-06-30 | 27.8 M |
Essential Utilities Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.9B | (1.9B) | 5.7M | 831K | (6.8M) | (6.4M) | |
| Free Cash Flow | (211.8M) | (327.6M) | (375.8M) | (462.5M) | (265.5M) | (252.2M) | |
| Other Non Cash Items | (40.2M) | 12.9M | 18.0M | (5.7M) | (15.2M) | (14.5M) | |
| Dividends Paid | 188.5M | 232.6M | 258.7M | 288.6M | (316.8M) | (301.0M) | |
| Capital Expenditures | 550.3M | 835.6M | 1.0B | 1.1B | 1.2B | 1.3B | |
| Net Income | 224.5M | 284.8M | 431.6M | 465.2M | 498.2M | 523.1M | |
| End Period Cash Flow | 1.9B | 4.8M | 10.6M | 11.4M | 4.6M | 4.4M | |
| Depreciation | 156.5M | 257.1M | 298.0M | 321.2M | 343.7M | 360.9M | |
| Change To Inventory | (4.3M) | (35.3M) | 117.4M | (53.8M) | 14.6M | 15.3M | |
| Investments | (59.7M) | (3.5B) | (36.3M) | (116.9M) | (1.3B) | (1.2B) | |
| Net Borrowings | 371.1M | 1.4B | 312.3M | 833.1M | 958.0M | 1.0B | |
| Change To Netincome | (40.3M) | 22.7M | 28.9M | 16.8M | 15.1M | 27.1M |
Essential Utilities Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Essential Utilities or Water Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Essential Utilities' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Essential stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.25 | |
σ | Overall volatility | 0.97 | |
Ir | Information ratio | -0.04 |
Essential Utilities Volatility Alert
Essential Utilities has relatively low volatility with skewness of 0.04 and kurtosis of 0.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Essential Utilities' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Essential Utilities' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Essential Utilities Fundamentals Vs Peers
Comparing Essential Utilities' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Essential Utilities' direct or indirect competition across all of the common fundamentals between Essential Utilities and the related equities. This way, we can detect undervalued stocks with similar characteristics as Essential Utilities or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Essential Utilities' fundamental indicators could also be used in its relative valuation, which is a method of valuing Essential Utilities by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Essential Utilities to competition |
| Fundamentals | Essential Utilities | Peer Average |
| Return On Equity | 0.0945 | -0.31 |
| Return On Asset | 0.0259 | -0.14 |
| Profit Margin | 0.29 % | (1.27) % |
| Operating Margin | 0.34 % | (5.51) % |
| Current Valuation | 18.11 B | 16.62 B |
| Shares Outstanding | 273.67 M | 571.82 M |
| Shares Owned By Insiders | 0.19 % | 10.09 % |
| Shares Owned By Institutions | 83.63 % | 39.21 % |
| Number Of Shares Shorted | 4.09 M | 4.71 M |
| Price To Earning | 28.79 X | 28.72 X |
| Price To Book | 1.77 X | 9.51 X |
| Price To Sales | 5.70 X | 11.42 X |
| Revenue | 2.05 B | 9.43 B |
| Gross Profit | 1.07 B | 27.38 B |
| EBITDA | 1.04 B | 3.9 B |
| Net Income | 498.23 M | 570.98 M |
| Cash And Equivalents | 12.98 M | 2.7 B |
| Cash Per Share | 0.05 X | 5.01 X |
| Total Debt | 7.05 B | 5.32 B |
| Debt To Equity | 1.17 % | 48.70 % |
| Current Ratio | 0.76 X | 2.16 X |
| Book Value Per Share | 22.52 X | 1.93 K |
| Cash Flow From Operations | 933.59 M | 971.22 M |
| Short Ratio | 2.61 X | 4.00 X |
| Earnings Per Share | 2.04 X | 3.12 X |
| Price To Earnings To Growth | 2.78 X | 4.89 X |
| Target Price | 46.0 | |
| Number Of Employees | 3.26 K | 18.84 K |
| Beta | 0.84 | -0.15 |
| Market Capitalization | 11.05 B | 19.03 B |
| Total Asset | 16.84 B | 29.47 B |
| Retained Earnings | 1.71 B | 9.33 B |
| Working Capital | (305.95 M) | 1.48 B |
Note: Disposition of 1779 shares by Huwar Michael of Essential Utilities at 35.48 subject to Rule 16b-3 [view details]
Essential Utilities Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Essential . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Essential Utilities Buy or Sell Advice
When is the right time to buy or sell Essential Utilities? Buying financial instruments such as Essential Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Essential Utilities Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Essential Stock please use our How to Invest in Essential Utilities guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Is Water Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Essential Utilities. If investors know Essential will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Essential Utilities listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.19) | Dividend Share 1.228 | Earnings Share 2.04 | Revenue Per Share 7.128 | Quarterly Revenue Growth (0.01) |
The market value of Essential Utilities is measured differently than its book value, which is the value of Essential that is recorded on the company's balance sheet. Investors also form their own opinion of Essential Utilities' value that differs from its market value or its book value, called intrinsic value, which is Essential Utilities' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Essential Utilities' market value can be influenced by many factors that don't directly affect Essential Utilities' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Essential Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Essential Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Essential Utilities' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.