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FRT vs WTRG

Comparison between Federal Realty Investment Trust. (FRT, Company) and Essential Utilities Inc (WTRG, Company).

FRT is from the Real Estate sector, while WTRG is from the Utilities sector.

5-Year PerformanceFRT has outperformed WTRG, delivering a return of +4.8% compared to -1.7%

FRT vs WTRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FRT
$10B
WTRG
$10B
Max Drawdown
FRT
61.37%
Winner
WTRG
50.46%
Sharpe Ratio
Winner
FRT
1.49
WTRG
0.05
5Y Beta
FRT
0.59
Winner
WTRG
-0.11
Industry
FRT
Reit - Retail
WTRG
Utilities - Regulated Water
P/E Ratio
FRT
20.52
Winner
WTRG
14.48
Forward P/E
FRT
41.32
Winner
WTRG
16.50
PEG Ratio
Winner
FRT
0.32
WTRG
0.36
Dividend Yield
Winner
FRT
3.64%
WTRG
3.57%
5Y Dividends CAGR
FRT
5.73%
Winner
WTRG
11.45%
5Y EPS CAGR
Winner
FRT
29.35%
WTRG
20.99%
Debt to Equity
Winner
FRT
0.00%
WTRG
121.69%
Free Cash Flow Yield
FRT
6.04%
Winner
WTRG
9.39%

FRT vs WTRG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FRT
+4.75%
WTRG
-1.45%
3M
Winner
FRT
+15.27%
WTRG
-8.95%
6M
Winner
FRT
+21.06%
WTRG
-3.35%
1Y
Winner
FRT
+31.68%
WTRG
+1.73%
5Y(CAGR)
Winner
FRT
+4.84%
WTRG
-1.73%
10Y(CAGR)
FRT
+1.17%
Winner
WTRG
+3.55%
Max(CAGR)
Winner
FRT
+11.90%
WTRG
+9.19%

FRT vs WTRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFRTWTRG
2026+22.86%-3.35%
2025-4.27%+10.28%
2024+10.55%-0.73%
2023+4.98%-20.09%
2022-22.89%-7.97%
2021+71.67%+18.80%
2020-28.65%+5.31%
2019+14.66%+46.23%
2018-8.78%-9.34%
2017-4.46%+34.03%
2016+0.62%+4.38%
2015+10.42%+13.90%
2014+35.92%+18.41%
2013-0.85%+14.35%
2012+18.73%+19.91%
2011+17.07%-0.03%
2010+20.40%+32.71%
2009+19.49%-13.86%
2008-21.50%-0.44%
2007+0.03%-3.81%
2006+42.57%-15.81%
2005+23.58%+53.25%
2004+39.95%+13.79%
2003+43.36%+36.99%
2002+31.72%-7.07%
2001+31.86%+26.20%
2000+10.87%+57.22%
1999+2.73%-9.58%

FRT vs WTRG Drawdown Comparison

The maximum drawdown for FRT was -57.45%, occurring on Mar 2, 2009. Recovery took 855 trading sessions.

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

The current FRT drawdown is -4.33%. The current WTRG drawdown is -21.31%.

RankFRTWTRG
#1-57.45%
Oct 5, 2007 - Feb 28, 2011
-47.97%
Feb 27, 2006 - Jul 2, 2012
#2-56.51%
Aug 1, 2016 - May 21, 2026
-39.62%
Feb 18, 2020 - Dec 22, 2021
#3-25.68%
Apr 1, 2004 - Sep 7, 2004
-36.50%
Dec 31, 2021 - Oct 3, 2023
#4-22.95%
Feb 7, 2007 - Oct 5, 2007
-34.47%
May 8, 2002 - Jun 12, 2003
#5-17.85%
May 15, 2013 - Mar 31, 2014
-28.60%
Nov 5, 1999 - Apr 18, 2000
#6-16.59%
Jul 22, 2011 - Aug 30, 2011
-19.91%
Oct 3, 2005 - Feb 22, 2006
#7-16.31%
Mar 23, 2015 - Nov 5, 2015
-19.39%
Dec 28, 2000 - Jun 20, 2001
#8-15.37%
Apr 12, 2002 - Dec 3, 2002
-19.11%
Jun 30, 2016 - Sep 11, 2017
#9-15.28%
Nov 4, 1999 - Jan 6, 2000
-18.44%
May 2, 2000 - Dec 11, 2000
#10-14.30%
Aug 22, 2001 - Nov 16, 2001
-18.32%
Aug 1, 2013 - Dec 29, 2014
#11-14.14%
Mar 29, 2006 - Sep 12, 2006
-16.87%
Dec 28, 2017 - Apr 24, 2019
#12-13.04%
Jul 28, 2005 - Nov 22, 2005
-15.16%
Jan 21, 2004 - Oct 1, 2004
#13-11.97%
Jan 10, 2000 - Apr 6, 2000
-14.96%
Aug 20, 2001 - Nov 8, 2001
#14-11.14%
May 18, 2000 - May 21, 2001
-11.74%
Jan 29, 2015 - Oct 15, 2015
#15-10.99%
Dec 30, 2004 - Apr 22, 2005
-11.60%
Nov 26, 2001 - Mar 4, 2002

Correlation

Correlation between FRT and WTRG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

FRT vs WTRG dividend yield comparison.

YearFRTWTRG
20261.88%1.87%
20254.39%3.48%
20242.93%3.48%
20234.21%3.18%
20224.26%2.33%
20213.13%1.93%
20204.96%2.05%
20193.22%1.93%
20183.42%2.48%
20172.98%2.02%
20162.70%2.46%
20152.48%2.30%
20142.47%2.37%
20132.98%2.48%
20123.48%2.64%
20113.00%2.86%
20103.41%2.62%
20093.87%3.14%
20084.06%2.48%
20072.88%2.26%
20062.89%1.95%
20053.91%1.46%
20043.85%1.99%
20035.08%2.06%
20026.86%2.60%
20018.26%2.22%
20009.68%2.38%
19992.39%0.87%

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