Essential Utilities Stock Performance

WTRG Stock  USD 37.10  0.07  0.19%   
The firm shows a Beta (market volatility) of 0.0238, which means not very significant fluctuations relative to the market. 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. At this point, Essential Utilities has a negative expected return of -0.11%. Please make sure to confirm Essential Utilities' value at risk, daily balance of power, as well as the relationship between the Daily Balance Of Power and price action indicator , to decide if Essential Utilities performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Weak
 
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Over the last 90 days Essential Utilities has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest uncertain performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders. ...more

Actual Historical Performance (%)

One Day Return
(0.19)
Five Day Return
(0.67)
Year To Date Return
2.94
Ten Year Return
46.29
All Time Return
20.1 K
Forward Dividend Yield
0.035
Payout Ratio
0.6414
Last Split Factor
5:4
Forward Dividend Rate
1.3
Dividend Date
2025-06-02
1
Disposition of 7700 shares by Franklin Chris of Essential Utilities at .4 subject to Rule 16b-3
05/09/2025
2
Essential Utilities Inc Reports Strong Q1 2025 Financial Results WTRG stock news
05/12/2025
3
Essential Utilities Inc Partners with WATT Fuel Cell for Innovative Energy Solution ...
05/27/2025
 
Essential Utilities dividend paid on 2nd of June 2025
06/02/2025
4
Acquisition by Bruner Christopher L of 3608 shares of Essential Utilities at 37.42 subject to Rule 16b-3
06/23/2025
5
Essential Utilities Inc Appoints New President for Aqua Texas WTRG stock news
07/02/2025
6
Essential Utilities to Report Earnings for Q2 2025
07/14/2025
7
New York State Common Retirement Fund Has 22.27 Million Stock Position in Essential Utilities Inc.
07/16/2025
8
Pennsylvania Energy Innovation Summit Shows Bright Future for Keystone State, Essential ...
07/17/2025
9
Allianz Asset Management GmbH Has 64. Million Position in Essential Utilities Inc.
07/22/2025
10
Essential Utilities Reports Next Week Wall Street Expects Earnings Growth
07/24/2025
Begin Period Cash Flow4.6 M
Total Cashflows From Investing Activities-1.2 B

Essential Utilities Relative Risk vs. Return Landscape

If you would invest  3,994  in Essential Utilities on April 28, 2025 and sell it today you would lose (284.00) from holding Essential Utilities or give up 7.11% of portfolio value over 90 days. Essential Utilities is currently does not generate positive expected returns and assumes 1.2537% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% 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  
Given the investment horizon of 90 days Essential Utilities is expected to under-perform the market. In addition to that, the company is 1.62 times more volatile than its market benchmark. It trades about -0.09 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.23 per unit of volatility.

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 = -0.0871

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Estimated Market Risk

 1.25
  actual daily
11
89% of assets are more volatile

Expected Return

 -0.11
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.09
  actual daily
0
Most of other assets perform better
Based on monthly moving average Essential Utilities is not performing at its full potential. However, 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 Essential Utilities 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.

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 ReportedProjected for Next Year
Days Of Inventory On Hand 39.67  21.75 
Return On Tangible Assets 0.04  0.04 
Return On Capital Employed 0.04  0.08 
Return On Assets 0.03  0.04 
Return On Equity 0.10  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 generated a negative expected return over the last 90 days
Essential Utilities currently holds 7.73 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 very strong financial position based on the latest SEC filings
Over 79.0% of Essential Utilities outstanding shares are owned by institutional investors
On 2nd of June 2025 Essential Utilities paid $ 0.3255 per share dividend to its current shareholders
Latest headline from zacks.com: Essential Utilities Reports Next Week Wall Street Expects Earnings Growth
Evaluating Essential Utilities' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Essential Utilities' stock performance include:
  • 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.
It's essential to remember that evaluating Essential Utilities' stock performance is not an exact science, and many factors can impact Essential Utilities' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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