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PSO vs WTRG

Comparison between Pearson plc (PSO, Company) and Essential Utilities Inc (WTRG, Company).

PSO is from the Communication Services sector, while WTRG is from the Utilities sector.

5-Year PerformancePSO has outperformed WTRG, delivering a return of +10.6% compared to -1.3%

PSO vs WTRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PSO
$11B
WTRG
$11B
Max Drawdown
PSO
87.64%
Winner
WTRG
50.46%
Sharpe Ratio
Winner
PSO
0.68
WTRG
0.28
5Y Beta
PSO
0.40
Winner
WTRG
-0.11
Industry
PSO
Publishing
WTRG
Utilities - Regulated Water
P/E Ratio
Winner
PSO
11.38
WTRG
15.29
Forward P/E
PSO
21.83
Winner
WTRG
17.51
PEG Ratio
Winner
PSO
0.22
WTRG
0.38
Dividend Yield
PSO
2.03%
Winner
WTRG
3.50%
5Y Dividends CAGR
Winner
PSO
16.18%
WTRG
11.45%
5Y EPS CAGR
PSO
N/A
WTRG
20.99%
Debt to Equity
Winner
PSO
40.67%
WTRG
121.69%
Free Cash Flow Yield
Winner
PSO
13.61%
WTRG
8.90%
P/S Ratio
Winner
PSO
2.83
WTRG
4.34
P/B Ratio
PSO
2.08
Winner
WTRG
1.62

PSO vs WTRG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSO
+10.23%
WTRG
+2.69%
3M
Winner
PSO
+26.38%
WTRG
-4.26%
6M
Winner
PSO
+20.94%
WTRG
+2.53%
1Y
Winner
PSO
+20.00%
WTRG
+6.51%
5Y(CAGR)
Winner
PSO
+10.56%
WTRG
-1.30%
10Y(CAGR)
Winner
PSO
+6.15%
WTRG
+3.90%
Max(CAGR)
PSO
+2.36%
Winner
WTRG
+9.37%

PSO vs WTRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPSOWTRG
2026+25.70%+1.60%
2025-10.46%+10.28%
2024+35.22%-0.73%
2023+12.17%-20.09%
2022+37.33%-7.97%
2021-6.26%+18.80%
2020+12.25%+5.31%
2019-27.39%+46.23%
2018+23.14%-9.34%
2017+4.59%+34.03%
2016-0.43%+4.38%
2015-37.99%+13.90%
2014-12.35%+18.41%
2013+18.22%+14.35%
2012+5.22%+19.91%
2011+22.51%-0.03%
2010+14.46%+32.71%
2009+54.81%-13.86%
2008-30.71%-0.44%
2007-0.04%-3.81%
2006+29.31%-15.81%
2005+2.59%+53.25%
2004+12.20%+13.79%
2003+24.35%+36.99%
2002-20.05%-7.07%
2001-47.52%+26.20%
2000-28.44%+57.22%
1999+43.81%-9.58%

PSO vs WTRG Drawdown Comparison

The maximum drawdown for PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 6283 trading sessions.

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

The current PSO drawdown is -1.06%. The current WTRG drawdown is -17.27%.

RankPSOWTRG
#1-81.60%
Mar 7, 2000 - Feb 28, 2025
-47.97%
Feb 27, 2006 - Jul 2, 2012
#2-30.71%
Mar 4, 2025 - Feb 5, 2026
-39.62%
Feb 18, 2020 - Dec 22, 2021
#3-22.62%
Feb 9, 2000 - Mar 7, 2000
-36.50%
Dec 31, 2021 - Oct 3, 2023
#4-14.29%
Dec 31, 1999 - Jan 11, 2000
-34.47%
May 8, 2002 - Jun 12, 2003
#5-13.03%
Jan 25, 2000 - Feb 9, 2000
-28.60%
Nov 5, 1999 - Apr 18, 2000
#6-9.80%
Dec 13, 1999 - Dec 22, 1999
-19.91%
Oct 3, 2005 - Feb 22, 2006
#7-6.03%
Nov 3, 1999 - Nov 17, 1999
-19.39%
Dec 28, 2000 - Jun 20, 2001
#8-5.72%
Jan 18, 2000 - Jan 24, 2000
-19.11%
Jun 30, 2016 - Sep 11, 2017
#9-4.48%
Nov 17, 1999 - Dec 7, 1999
-18.44%
May 2, 2000 - Dec 11, 2000
#10-2.70%
Jan 13, 2000 - Jan 18, 2000
-18.32%
Aug 1, 2013 - Dec 29, 2014
#11-0.76%
Dec 27, 1999 - Dec 30, 1999
-16.87%
Dec 28, 2017 - Apr 24, 2019
#12-0.29%
Feb 28, 2025 - Mar 4, 2025
-15.16%
Jan 21, 2004 - Oct 1, 2004
#13N/A-14.96%
Aug 20, 2001 - Nov 8, 2001
#14N/A-11.74%
Jan 29, 2015 - Oct 15, 2015
#15N/A-11.60%
Nov 26, 2001 - Mar 4, 2002

Correlation

Correlation between PSO and WTRG is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

Dividend Comparison (1999 - 2026)

PSO vs WTRG dividend yield comparison.

YearPSOWTRG
20261.39%1.78%
20252.12%3.48%
20241.82%3.48%
20232.21%3.18%
20222.40%2.33%
20213.27%1.93%
20202.74%2.05%
20192.90%1.93%
20181.96%2.48%
20175.14%2.02%
20167.28%2.46%
20157.48%2.30%
20144.46%2.37%
20133.13%2.48%
20123.49%2.64%
20113.43%2.86%
20103.49%2.62%
20093.62%3.14%
20086.75%2.48%
20074.06%2.26%
20063.30%1.95%
20054.00%1.46%
20043.64%1.99%
20033.63%2.06%
20023.98%2.60%
20012.87%2.22%
20001.37%2.38%
19990.00%0.87%

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