Essential Utilities Stock Five Year Return

WTRG Stock

USD 38.60 0.34 0.89%

Essential Utilities fundamentals help investors to digest information that contributes to Essential Utilities' financial success or failures. It also enables traders to predict the movement of Essential Stock. The fundamental analysis module provides a way to measure Essential Utilities' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Essential Utilities stock.

Short Long Term Debt Total Total Assets

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Essential Utilities Company Five Year Return Analysis

Essential Utilities' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Essential Utilities Five Year Return

2.20 %

Most of Essential Utilities' fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Essential Utilities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Essential Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Essential Utilities is extremely important. It helps to project a fair market value of Essential Stock properly, considering its historical fundamentals such as Five Year Return. Since Essential Utilities' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Essential Utilities' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Essential Utilities' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Current Deferred Revenue	Good Will	Short Term Investments	Net Tangible Assets	Long Term Debt	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Treasury Stock	Accumulated Depreciation	Property Plant Equipment	Short Long Term Debt	Net Invested Capital	Net Working Capital	Capital Stock	Intangible Assets
Total Assets		0.99	0.96	0.93	0.98	0.92	1.0	0.29	0.65	0.71	-0.69	0.93	0.57	0.28	0.9	0.97	0.96	0.56	-0.73	-0.96	0.89	0.78	0.81	-0.1	0.96	-0.84
Total Stockholder Equity	0.99		0.93	0.91	0.96	0.9	0.98	0.38	0.64	0.71	-0.68	0.92	0.55	0.33	0.9	0.96	0.98	0.57	-0.73	-0.96	0.89	0.77	0.82	0.0	0.97	-0.82
Net Debt	0.96	0.93		0.85	0.99	0.94	0.98	0.06	0.68	0.63	-0.68	0.97	0.63	0.23	0.9	0.97	0.92	0.57	-0.64	-0.92	0.89	0.77	0.77	-0.35	0.93	-0.87
Retained Earnings	0.93	0.91	0.85		0.86	0.79	0.93	0.29	0.58	0.78	-0.64	0.76	0.4	0.07	0.75	0.83	0.82	0.46	-0.87	-0.91	0.79	0.77	0.68	-0.03	0.8	-0.74
Accounts Payable	0.98	0.96	0.99	0.86		0.96	0.98	0.17	0.74	0.67	-0.62	0.96	0.65	0.31	0.91	0.97	0.94	0.57	-0.63	-0.94	0.9	0.8	0.77	-0.25	0.95	-0.87
Net Receivables	0.92	0.9	0.94	0.79	0.96		0.92	0.18	0.81	0.71	-0.42	0.93	0.6	0.25	0.91	0.9	0.88	0.54	-0.63	-0.91	0.88	0.85	0.68	-0.25	0.9	-0.76
Total Liab	1.0	0.98	0.98	0.93	0.98	0.92		0.23	0.66	0.71	-0.7	0.93	0.58	0.24	0.89	0.97	0.95	0.55	-0.73	-0.95	0.89	0.78	0.8	-0.16	0.94	-0.85
Total Current Assets	0.29	0.38	0.06	0.29	0.17	0.18	0.23		0.25	0.41	0.0	0.1	-0.09	0.37	0.28	0.2	0.37	0.09	-0.31	-0.32	0.27	0.28	0.32	0.89	0.36	-0.09
Short Term Debt	0.65	0.64	0.68	0.58	0.74	0.81	0.66	0.25		0.7	-0.03	0.64	0.36	0.27	0.75	0.61	0.59	0.47	-0.46	-0.7	0.74	0.86	0.39	-0.19	0.65	-0.6
Common Stock	0.71	0.71	0.63	0.78	0.67	0.71	0.71	0.41	0.7		-0.24	0.57	0.37	0.16	0.73	0.56	0.59	0.47	-0.74	-0.7	0.76	0.63	0.58	0.08	0.62	-0.43
Current Deferred Revenue	-0.69	-0.68	-0.68	-0.64	-0.62	-0.42	-0.7	0.0	-0.03	-0.24		-0.64	-0.47	-0.21	-0.53	-0.74	-0.7	-0.33	0.38	0.57	-0.55	-0.26	-0.76	0.15	-0.66	0.74
Good Will	0.93	0.92	0.97	0.76	0.96	0.93	0.93	0.1	0.64	0.57	-0.64		0.66	0.34	0.93	0.97	0.94	0.63	-0.58	-0.9	0.89	0.73	0.79	-0.3	0.95	-0.81
Short Term Investments	0.57	0.55	0.63	0.4	0.65	0.6	0.58	-0.09	0.36	0.37	-0.47	0.66		0.54	0.54	0.61	0.58	0.44	-0.17	-0.48	0.51	0.29	0.49	-0.35	0.59	-0.57
Net Tangible Assets	0.28	0.33	0.23	0.07	0.31	0.25	0.24	0.37	0.27	0.16	-0.21	0.34	0.54		0.35	0.32	0.41	0.63	0.14	-0.23	0.3	0.05	0.21	0.21	0.41	-0.32
Long Term Debt	0.9	0.9	0.9	0.75	0.91	0.91	0.89	0.28	0.75	0.73	-0.53	0.93	0.54	0.35		0.91	0.91	0.62	-0.63	-0.9	0.99	0.8	0.83	-0.15	0.94	-0.78
Long Term Debt Total	0.97	0.96	0.97	0.83	0.97	0.9	0.97	0.2	0.61	0.56	-0.74	0.97	0.61	0.32	0.91		0.98	0.55	-0.62	-0.94	0.89	0.76	0.83	-0.18	0.98	-0.89
Capital Surpluse	0.96	0.98	0.92	0.82	0.94	0.88	0.95	0.37	0.59	0.59	-0.7	0.94	0.58	0.41	0.91	0.98		0.57	-0.63	-0.94	0.88	0.73	0.84	0.0	0.99	-0.84
Deferred Long Term Liab	0.56	0.57	0.57	0.46	0.57	0.54	0.55	0.09	0.47	0.47	-0.33	0.63	0.44	0.63	0.62	0.55	0.57		-0.43	-0.58	0.59	0.37	0.29	-0.14	0.58	-0.43
Treasury Stock	-0.73	-0.73	-0.64	-0.87	-0.63	-0.63	-0.73	-0.31	-0.46	-0.74	0.38	-0.58	-0.17	0.14	-0.63	-0.62	-0.63	-0.43		0.82	-0.68	-0.71	-0.51	-0.1	-0.62	0.44
Accumulated Depreciation	-0.96	-0.96	-0.92	-0.91	-0.94	-0.91	-0.95	-0.32	-0.7	-0.7	0.57	-0.9	-0.48	-0.23	-0.9	-0.94	-0.94	-0.58	0.82		-0.9	-0.88	-0.73	0.06	-0.94	0.8
Property Plant Equipment	0.89	0.89	0.89	0.79	0.9	0.88	0.89	0.27	0.74	0.76	-0.55	0.89	0.51	0.3	0.99	0.89	0.88	0.59	-0.68	-0.9		0.81	0.84	-0.14	0.92	-0.79
Short Long Term Debt	0.78	0.77	0.77	0.77	0.8	0.85	0.78	0.28	0.86	0.63	-0.26	0.73	0.29	0.05	0.8	0.76	0.73	0.37	-0.71	-0.88	0.81		0.53	-0.11	0.76	-0.71
Net Invested Capital	0.81	0.82	0.77	0.68	0.77	0.68	0.8	0.32	0.39	0.58	-0.76	0.79	0.49	0.21	0.83	0.83	0.84	0.29	-0.51	-0.73	0.84	0.53		0.01	0.85	-0.7
Net Working Capital	-0.1	0.0	-0.35	-0.03	-0.25	-0.25	-0.16	0.89	-0.19	0.08	0.15	-0.3	-0.35	0.21	-0.15	-0.18	0.0	-0.14	-0.1	0.06	-0.14	-0.11	0.01		-0.03	0.27
Capital Stock	0.96	0.97	0.93	0.8	0.95	0.9	0.94	0.36	0.65	0.62	-0.66	0.95	0.59	0.41	0.94	0.98	0.99	0.58	-0.62	-0.94	0.92	0.76	0.85	-0.03		-0.85
Intangible Assets	-0.84	-0.82	-0.87	-0.74	-0.87	-0.76	-0.85	-0.09	-0.6	-0.43	0.74	-0.81	-0.57	-0.32	-0.78	-0.89	-0.84	-0.43	0.44	0.8	-0.79	-0.71	-0.7	0.27	-0.85

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Essential Return On Tangible Assets

Return On Tangible Assets

0.0378

At this time, Essential Utilities' Return On Tangible Assets are most likely to slightly decrease in the upcoming years.

According to the company disclosure, Essential Utilities has a Five Year Return of 2.2%. This is much higher than that of the Water Utilities sector and significantly higher than that of the Utilities industry. The five year return for all United States stocks is notably lower than that of the firm.

Essential Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Essential Utilities' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Essential Utilities could also be used in its relative valuation, which is a method of valuing Essential Utilities by comparing valuation metrics of similar companies.

Essential Utilities is currently under evaluation in five year return category among its peers.

Essential Utilities ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Essential Utilities' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Essential Utilities' managers, analysts, and investors.

Environmental

Governance

Social

Essential Fundamentals

	Return On Equity	0.0902
	Return On Asset	0.026
	Profit Margin	0.28 %
	Operating Margin	0.36 %
	Current Valuation	18.02 B
	Shares Outstanding	274.61 M
	Shares Owned By Insiders	0.19 %
	Shares Owned By Institutions	81.59 %
	Number Of Shares Shorted	4 M
	Price To Earning	28.79 X
	Price To Book	1.71 X
	Price To Sales	5.41 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
	Short Ratio	3.01 X
	Earnings Per Share	1.99 X
	Price To Earnings To Growth	2.71 X
	Target Price	45.8
	Number Of Employees	3.26 K
	Beta	0.84
	Market Capitalization	10.6 B
	Total Asset	17.26 B
	Retained Earnings	1.71 B
	Working Capital	(305.95 M)
	Annual Yield	0.03 %
	Five Year Return	2.20 %
	Net Asset	17.26 B
	Last Dividend Paid	1.25

About Essential Utilities Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Essential Utilities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Essential Utilities using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Essential Utilities based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Essential Utilities is a strong investment it is important to analyze Essential Utilities' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Essential Utilities' future performance. For an informed investment choice regarding Essential Stock, refer to the following important reports:

How To Invest In Essential

Details

Is Essential Stock a good investment?

Details

What is Essential Utilities' Net Worth?

Details

Largest Water Utilities Companies

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Largest Utilities - Regulated Water Companies

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Check out Essential Utilities Piotroski F Score and Essential Utilities Altman Z Score analysis.

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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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

(0.17)

Dividend Share

1.247

Earnings Share

1.99

Revenue Per Share

7.169

Quarterly Revenue Growth

0.058

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Essential Utilities Stock Five Year Return

Essential Utilities Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Current Essential Utilities Five Year Return

Essential Five Year Return Driver Correlations

Essential Return On Tangible Assets

Return On Tangible Assets

0.0378

Essential Five Year Return Peer Comparison

Essential Utilities ESG Sustainability

Essential Fundamentals

About Essential Utilities Fundamental Analysis

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