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AES vs WTRG

Comparison between AES Corp (AES, Company) and Essential Utilities Inc (WTRG, Company).

Both AES and WTRG are from the Utilities sector.

5-Year PerformanceWTRG has outperformed AES, delivering a return of -1.9% compared to -6.8%

AES vs WTRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AES
$10B
Winner
WTRG
$11B
Max Drawdown
AES
98.65%
Winner
WTRG
50.46%
Sharpe Ratio
Winner
AES
1.14
WTRG
-0.12
5Y Beta
AES
0.86
Winner
WTRG
-0.10
Industry
AES
Utilities - Diversified
WTRG
Utilities - Regulated Water
P/E Ratio
Winner
AES
7.74
WTRG
14.63
Forward P/E
Winner
AES
6.38
WTRG
16.72
PEG Ratio
AES
1.81
Winner
WTRG
0.36
Dividend Yield
Winner
AES
4.80%
WTRG
3.64%
5Y Dividends CAGR
AES
8.40%
Winner
WTRG
11.45%
5Y EPS CAGR
Winner
AES
117.33%
WTRG
20.99%
Debt to Equity
Winner
AES
0.00%
WTRG
121.69%
Free Cash Flow Yield
AES
-14.12%
Winner
WTRG
9.30%

AES vs WTRG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AES
+2.59%
WTRG
-5.06%
3M
AES
-13.97%
Winner
WTRG
-6.39%
6M
Winner
AES
+8.16%
WTRG
-3.82%
1Y
Winner
AES
+53.30%
WTRG
-1.03%
5Y(CAGR)
AES
-6.75%
Winner
WTRG
-1.93%
10Y(CAGR)
Winner
AES
+6.77%
WTRG
+4.14%
Max(CAGR)
AES
-0.28%
Winner
WTRG
+9.25%

AES vs WTRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAESWTRG
2026+1.51%-2.35%
2025+16.59%+10.28%
2024-30.66%-0.73%
2023-29.31%-20.09%
2022+21.28%-7.97%
2021+7.07%+18.80%
2020+21.44%+5.31%
2019+44.95%+46.23%
2018+38.35%-9.34%
2017-3.03%+34.03%
2016+28.21%+4.38%
2015-27.83%+13.90%
2014-2.15%+18.41%
2013+33.58%+14.35%
2012-11.38%+19.91%
2011-5.58%-0.03%
2010-10.90%+32.71%
2009+73.28%-13.86%
2008-60.97%-0.44%
2007-2.51%-3.81%
2006+36.05%-15.81%
2005+16.83%+53.25%
2004+44.20%+13.79%
2003+191.36%+36.99%
2002-82.01%-7.07%
2001-68.41%+26.20%
2000+52.77%+57.22%
1999+32.58%-9.58%

AES vs WTRG Drawdown Comparison

The maximum drawdown for AES was -98.65%, occurring on Oct 16, 2002. This drawdown has not yet recovered.

The maximum drawdown for WTRG was -47.97%, occurring on Jul 15, 2008. Recovery took 1599 trading sessions.

The current AES drawdown is -62.94%. The current WTRG drawdown is -20.49%.

RankAESWTRG
#1-98.65%
Oct 2, 2000 - Oct 16, 2002
-47.97%
Feb 27, 2006 - Jul 2, 2012
#2-18.49%
Feb 16, 2000 - Apr 28, 2000
-39.62%
Feb 18, 2020 - Dec 22, 2021
#3-18.13%
Apr 28, 2000 - Jun 2, 2000
-36.50%
Dec 31, 2021 - Oct 3, 2023
#4-16.37%
Jun 13, 2000 - Jul 10, 2000
-34.47%
May 8, 2002 - Jun 12, 2003
#5-12.98%
Jan 14, 2000 - Feb 8, 2000
-28.60%
Nov 5, 1999 - Apr 18, 2000
#6-8.93%
Sep 1, 2000 - Sep 15, 2000
-19.91%
Oct 3, 2005 - Feb 22, 2006
#7-8.15%
Sep 15, 2000 - Sep 27, 2000
-19.39%
Dec 28, 2000 - Jun 20, 2001
#8-7.54%
Nov 18, 1999 - Dec 8, 1999
-19.11%
Jun 30, 2016 - Sep 11, 2017
#9-6.85%
Dec 31, 1999 - Jan 10, 2000
-18.44%
May 2, 2000 - Dec 11, 2000
#10-6.79%
Aug 8, 2000 - Aug 14, 2000
-18.32%
Aug 1, 2013 - Dec 29, 2014
#11-6.13%
Jul 17, 2000 - Aug 1, 2000
-16.87%
Dec 28, 2017 - Apr 24, 2019
#12-5.49%
Aug 1, 2000 - Aug 8, 2000
-15.16%
Jan 21, 2004 - Oct 1, 2004
#13-5.39%
Jul 13, 2000 - Jul 17, 2000
-14.96%
Aug 20, 2001 - Nov 8, 2001
#14-4.61%
Jun 2, 2000 - Jun 7, 2000
-11.74%
Jan 29, 2015 - Oct 15, 2015
#15-4.52%
Feb 9, 2000 - Feb 15, 2000
-11.60%
Nov 26, 2001 - Mar 4, 2002

Correlation

Correlation between AES and WTRG is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33
-101

Dividend Comparison (1999 - 2026)

AES vs WTRG dividend yield comparison.

YearAESWTRG
20262.40%1.85%
20254.91%3.48%
20245.36%3.48%
20233.45%3.18%
20222.20%2.33%
20212.48%1.93%
20202.44%2.05%
20192.74%1.93%
20183.60%2.48%
20174.43%2.02%
20163.79%2.46%
20154.18%2.30%
20141.45%2.37%
20131.10%2.48%
20120.37%2.64%
20110.00%2.86%
20100.00%2.62%
20096.34%3.14%
20080.00%2.48%
20070.00%2.26%
20060.00%1.95%
20050.00%1.46%
20040.00%1.99%
20030.00%2.06%
20020.00%2.60%
20010.00%2.22%
20000.00%2.38%
19990.00%0.87%

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