Essential Utilities Stock Performance
| WTRG Stock | USD 41.21 0.09 0.22% |
On a scale of 0 to 100, Essential Utilities holds a performance score of 12. The firm shows a Beta (market volatility) of -0.0085, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Essential Utilities are expected to decrease at a much lower rate. During the bear market, Essential Utilities is likely to outperform the market. Please check Essential Utilities' downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to make a quick decision on whether Essential Utilities' price patterns will revert.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Essential Utilities are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly abnormal basic indicators, Essential Utilities may actually be approaching a critical reversion point that can send shares even higher in November 2025. ...more
Actual Historical Performance (%)
One Day Return (0.22) | Five Day Return (0.43) | Year To Date Return 14.35 | Ten Year Return 44.5 | All Time Return 22.4 K |
Forward Dividend Yield 0.0333 | Payout Ratio | Last Split Factor 5:4 | Forward Dividend Rate 1.37 | Dividend Date 2025-09-02 |
1 | Essential Utilities Issues 500M Senior Notes Offering - TipRanks | 08/07/2025 |
| Essential Utilities dividend paid on 12th of August 2025 | 08/12/2025 |
2 | Essential Utilities announces 26M investment in Greene County data center | 08/28/2025 |
| Essential Utilities dividend paid on 2nd of September 2025 | 09/02/2025 |
3 | Essential Utilities Could Be a Great Choice | 09/17/2025 |
4 | American Waters Unit Buys Water Assets of South Orange Village | 10/09/2025 |
5 | Inspire Investing LLC Purchases 6,516 Shares of Essential Utilities Inc. WTRG | 10/13/2025 |
6 | Essential Utilities Highlights Sustainability Progress in 2024 Report | 10/16/2025 |
7 | Essential Utilities is a Top Dividend Stock Right Now Should You Buy | 10/20/2025 |
8 | TD Asset Management Inc Has 5.50 Million Stake in Essential Utilities Inc. WTRG | 10/21/2025 |
9 | Envestnet Portfolio Solutions Inc. Purchases Shares of 14,336 Essential Utilities Inc. WTRG | 10/22/2025 |
10 | Essential Declares December 2025 Dividend | 10/23/2025 |
| Begin Period Cash Flow | 4.6 M | |
| Total Cashflows From Investing Activities | -1.2 B |
Essential | Build AI portfolio with Essential Stock |
Essential Utilities Relative Risk vs. Return Landscape
If you would invest 3,641 in Essential Utilities on July 28, 2025 and sell it today you would earn a total of 480.00 from holding Essential Utilities or generate 13.18% return on investment over 90 days. Essential Utilities is currently generating 0.198% in daily expected returns and assumes 1.2195% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Essential, and 97% 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 = 0.1624
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.2 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Essential Utilities is performing at about 12% 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 | 0.1 | ||||
| Return On Asset | 0.0314 | ||||
| Profit Margin | 0.28 % | ||||
| Operating Margin | 0.36 % | ||||
| Current Valuation | 18.59 B | ||||
| Shares Outstanding | 280.47 M | ||||
| Price To Earning | 28.79 X | ||||
| Price To Book | 1.61 X | ||||
| Price To Sales | 4.95 X | ||||
| Revenue | 2.09 B | ||||
| Gross Profit | 1.38 B | ||||
| EBITDA | 1.25 B | ||||
| Net Income | 595.31 M | ||||
| Cash And Equivalents | 12.98 M | ||||
| Cash Per Share | 0.05 X | ||||
| Total Debt | 7.73 B | ||||
| Debt To Equity | 1.17 % | ||||
| Current Ratio | 0.76 X | ||||
| Book Value Per Share | 23.96 X | ||||
| Cash Flow From Operations | 770.34 M | ||||
| Earnings Per Share | 2.33 X | ||||
| Market Capitalization | 11.58 B | ||||
| Total Asset | 18.03 B | ||||
| Retained Earnings | 1.95 B | ||||
| Working Capital | (488.76 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 | 39.67 | 20.46 | |
| 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 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 83.0% of Essential Utilities outstanding shares are owned by institutional investors | |
| On 2nd of September 2025 Essential Utilities paid $ 0.3426 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Essential Declares December 2025 Dividend |
- 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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