COF-P-I vs WTRG

Comparison between Capital One Financial Corp (COF-P-I, Company) and Essential Utilities Inc (WTRG, Company).

5-Year PerformanceWTRG has outperformed COF-P-I, delivering a return of -0.8% compared to -2.2%

COF-P-I vs WTRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	COF-P-I(COMPANY)	WTRG(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	47.15%	50.46%
Sharpe Ratio	-0.84	0.24
5Y Beta	0.25	-0.13
Industry	Other	Utilities - Regulated Water
P/E Ratio	3.49	21.24
Forward P/E	N/A	17.67
Dividend Yield	N/A	3.48%
5Y Dividends CAGR	4.56%	11.54%
5Y EPS CAGR	-20.01%	12.11%
Debt to Equity	1.45%	120.59%
Free Cash Flow Yield	N/A	9.09%

Market Cap

Winner

COF-P-I

$11B

WTRG

$11B

Max Drawdown

Winner

COF-P-I

47.15%

WTRG

50.46%

Sharpe Ratio

COF-P-I

-0.84

Winner

WTRG

0.24

5Y Beta

COF-P-I

0.25

Winner

WTRG

-0.13

Industry

COF-P-I

Other

WTRG

Utilities - Regulated Water

P/E Ratio

Winner

COF-P-I

3.49

WTRG

21.24

Forward P/E

COF-P-I

N/A

WTRG

17.67

Dividend Yield

COF-P-I

N/A

WTRG

3.48%

5Y Dividends CAGR

COF-P-I

4.56%

Winner

WTRG

11.54%

5Y EPS CAGR

COF-P-I

-20.01%

Winner

WTRG

12.11%

Debt to Equity

Winner

COF-P-I

1.45%

WTRG

120.59%

Free Cash Flow Yield

COF-P-I

N/A

WTRG

9.09%

COF-P-I vs WTRG - Historical Returns

Returns include dividend reinvestment.

Period	COF-P-I	WTRG
1 month	-1.27%	+5.79%
3 months	-4.95%	+7.72%
6 months	-6.68%	+3.68%
1 year	-4.51%	+7.07%
5 years(CAGR)	-2.19%	-0.83%
10 years(CAGR)	N/A	+5.06%
Max(CAGR)	+0.85%	+9.57%

COF-P-I

-1.27%

Winner

WTRG

+5.79%

COF-P-I

-4.95%

Winner

WTRG

+7.72%

COF-P-I

-6.68%

Winner

WTRG

+3.68%

COF-P-I

-4.51%

Winner

WTRG

+7.07%

5Y(CAGR)

COF-P-I

-2.19%

Winner

WTRG

-0.83%

10Y(CAGR)

COF-P-I

N/A

WTRG

+5.06%

Max(CAGR)

COF-P-I

+0.85%

Winner

WTRG

+9.57%

COF-P-I vs WTRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	COF-P-I	WTRG
2026	-4.37%	+7.51%
2025	+3.83%	+10.28%
2024	+8.52%	-0.73%
2023	+6.50%	-20.09%
2022	-28.20%	-7.97%
2021	+6.82%	+18.80%
2020	+10.62%	+5.31%
2019	+1.48%	+46.23%
2018	N/A	-9.34%
2017	N/A	+34.03%
2016	N/A	+4.38%
2015	N/A	+13.90%
2014	N/A	+18.41%
2013	N/A	+14.35%
2012	N/A	+19.91%
2011	N/A	-0.03%
2010	N/A	+32.71%
2009	N/A	-13.86%
2008	N/A	-0.44%
2007	N/A	-3.81%
2006	N/A	-15.81%
2005	N/A	+53.25%
2004	N/A	+13.79%
2003	N/A	+36.99%
2002	N/A	-7.07%
2001	N/A	+26.20%
2000	N/A	+57.22%
1999	N/A	-9.58%

COF-P-I vs WTRG Drawdown Comparison

The maximum drawdown for COF-P-I was -46.78%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

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

The current COF-P-I drawdown is -11.23%. The current WTRG drawdown is -12.46%.

Rank	COF-P-I	WTRG
#1	-46.78% Mar 4, 2020 - Aug 18, 2020	-47.97% Feb 27, 2006 - Jul 2, 2012
#2	-33.67% Dec 31, 2021 - Oct 20, 2023	-39.62% Feb 18, 2020 - Dec 22, 2021
#3	-6.36% Jan 20, 2021 - Apr 6, 2021	-36.50% Dec 31, 2021 - Oct 3, 2023
#4	-4.14% Aug 6, 2021 - Dec 29, 2021	-34.47% May 8, 2002 - Jun 12, 2003
#5	-3.57% Dec 31, 2020 - Jan 20, 2021	-28.60% Nov 5, 1999 - Apr 18, 2000
#6	-3.48% Feb 20, 2020 - Mar 4, 2020	-19.91% Oct 3, 2005 - Feb 22, 2006
#7	-2.95% Sep 6, 2019 - Oct 18, 2019	-19.39% Dec 28, 2000 - Jun 20, 2001
#8	-2.80% Oct 13, 2020 - Nov 9, 2020	-19.11% Jun 30, 2016 - Sep 11, 2017
#9	-2.54% Jun 30, 2021 - Aug 5, 2021	-18.44% May 2, 2000 - Dec 11, 2000
#10	-2.48% Sep 1, 2020 - Oct 5, 2020	-18.32% Aug 1, 2013 - Dec 29, 2014
#11	-2.45% Oct 25, 2019 - Dec 18, 2019	-16.87% Dec 28, 2017 - Apr 24, 2019
#12	-1.89% Apr 8, 2021 - May 24, 2021	-15.16% Jan 21, 2004 - Oct 1, 2004
#13	-1.05% Oct 6, 2020 - Oct 13, 2020	-14.96% Aug 20, 2001 - Nov 8, 2001
#14	-0.93% Jun 22, 2021 - Jun 30, 2021	-11.74% Jan 29, 2015 - Oct 15, 2015
#15	-0.71% Dec 20, 2019 - Jan 2, 2020	-11.60% Nov 26, 2001 - Mar 4, 2002

Correlation

Correlation between COF-P-I and WTRG is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (1999 - 2026)

COF-P-I vs WTRG dividend yield comparison.

Year	COF-P-I	WTRG
2026	3.49%	2.58%
2025	6.58%	3.48%
2024	6.57%	3.48%
2023	6.78%	3.18%
2022	6.94%	2.33%
2021	4.67%	1.93%
2020	4.70%	2.05%
2019	1.11%	1.93%
2018	0.00%	2.48%
2017	0.00%	2.02%
2016	0.00%	2.46%
2015	0.00%	2.30%
2014	0.00%	2.37%
2013	0.00%	2.48%
2012	0.00%	2.64%
2011	0.00%	2.86%
2010	0.00%	2.62%
2009	0.00%	3.14%
2008	0.00%	2.48%
2007	0.00%	2.26%
2006	0.00%	1.95%
2005	0.00%	1.46%
2004	0.00%	1.99%
2003	0.00%	2.06%
2002	0.00%	2.60%
2001	0.00%	2.22%
2000	0.00%	2.38%
1999	0.00%	0.87%