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SEIC vs WTRG

Comparison between SEI Investments Company (SEIC, Company) and Essential Utilities Inc (WTRG, Company).

SEIC is from the Financial Services sector, while WTRG is from the Utilities sector.

5-Year PerformanceSEIC has outperformed WTRG, delivering a return of +9.1% compared to -1.0%

SEIC vs WTRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SEIC
$11B
WTRG
$11B
Max Drawdown
SEIC
71.47%
Winner
WTRG
50.46%
Sharpe Ratio
Winner
SEIC
0.21
WTRG
0.07
5Y Beta
SEIC
0.90
Winner
WTRG
-0.11
Industry
SEIC
Asset Management
WTRG
Utilities - Regulated Water
P/E Ratio
Winner
SEIC
14.73
WTRG
14.90
Forward P/E
Winner
SEIC
16.08
WTRG
16.64
PEG Ratio
SEIC
0.53
Winner
WTRG
0.37
Dividend Yield
SEIC
1.12%
Winner
WTRG
3.69%
5Y Dividends CAGR
Winner
SEIC
16.27%
WTRG
11.45%
5Y EPS CAGR
SEIC
13.22%
Winner
WTRG
20.99%
Debt to Equity
Winner
SEIC
1.32%
WTRG
121.69%
Free Cash Flow Yield
SEIC
6.19%
Winner
WTRG
9.13%

SEIC vs WTRG - Historical Returns

Returns include dividend reinvestment.

1M
SEIC
-1.23%
Winner
WTRG
+0.91%
3M
Winner
SEIC
+14.14%
WTRG
-3.98%
6M
Winner
SEIC
+5.38%
WTRG
-0.25%
1Y
Winner
SEIC
+4.43%
WTRG
+3.42%
5Y(CAGR)
Winner
SEIC
+9.14%
WTRG
-0.96%
10Y(CAGR)
Winner
SEIC
+7.96%
WTRG
+3.78%
Max(CAGR)
Winner
SEIC
+10.59%
WTRG
+9.30%

SEIC vs WTRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSEICWTRG
2026+7.71%-0.50%
2025+1.33%+10.28%
2024+32.79%-0.73%
2023+9.13%-20.09%
2022-3.26%-7.97%
2021+8.41%+18.80%
2020-11.54%+5.31%
2019+43.75%+46.23%
2018-34.92%-9.34%
2017+44.44%+34.03%
2016-2.12%+4.38%
2015+33.63%+13.90%
2014+18.33%+18.41%
2013+45.37%+14.35%
2012+37.30%+19.91%
2011-26.55%-0.03%
2010+33.63%+32.71%
2009+10.01%-13.86%
2008-48.31%-0.44%
2007+8.71%-3.81%
2006+60.21%-15.81%
2005-8.89%+53.25%
2004+39.23%+13.79%
2003+8.69%+36.99%
2002-38.61%-7.07%
2001-3.05%+26.20%
2000+181.00%+57.22%
1999+24.11%-9.58%

SEIC vs WTRG Drawdown Comparison

The maximum drawdown for SEIC was -71.17%, occurring on Mar 9, 2009. Recovery took 1364 trading sessions.

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

The current SEIC drawdown is -4.09%. The current WTRG drawdown is -18.99%.

RankSEICWTRG
#1-71.17%
Dec 24, 2007 - May 28, 2013
-47.97%
Feb 27, 2006 - Jul 2, 2012
#2-69.00%
Dec 28, 2000 - Oct 12, 2006
-39.62%
Feb 18, 2020 - Dec 22, 2021
#3-51.80%
Mar 21, 2018 - Mar 27, 2024
-36.50%
Dec 31, 2021 - Oct 3, 2023
#4-38.37%
Aug 10, 2015 - Jun 14, 2017
-34.47%
May 8, 2002 - Jun 12, 2003
#5-30.64%
Dec 21, 1999 - May 22, 2000
-28.60%
Nov 5, 1999 - Apr 18, 2000
#6-28.11%
Apr 24, 2007 - Dec 10, 2007
-19.91%
Oct 3, 2005 - Feb 22, 2006
#7-23.41%
Sep 28, 2000 - Oct 19, 2000
-19.39%
Dec 28, 2000 - Jun 20, 2001
#8-23.25%
Jan 31, 2025 - Jun 24, 2025
-19.11%
Jun 30, 2016 - Sep 11, 2017
#9-20.76%
Jul 20, 2000 - Aug 11, 2000
-18.44%
May 2, 2000 - Dec 11, 2000
#10-19.36%
Jul 10, 2025 - Apr 7, 2026
-18.32%
Aug 1, 2013 - Dec 29, 2014
#11-18.20%
Jun 19, 2000 - Jul 7, 2000
-16.87%
Dec 28, 2017 - Apr 24, 2019
#12-14.49%
Jan 22, 2014 - Jul 24, 2014
-15.16%
Jan 21, 2004 - Oct 1, 2004
#13-12.67%
Sep 11, 2000 - Sep 22, 2000
-14.96%
Aug 20, 2001 - Nov 8, 2001
#14-11.76%
Mar 27, 2024 - Oct 15, 2024
-11.74%
Jan 29, 2015 - Oct 15, 2015
#15-11.50%
May 28, 2013 - Jul 19, 2013
-11.60%
Nov 26, 2001 - Mar 4, 2002

Correlation

Correlation between SEIC and WTRG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

SEIC vs WTRG dividend yield comparison.

YearSEICWTRG
20260.58%1.81%
20251.23%3.48%
20241.15%3.48%
20231.40%3.18%
20221.42%2.33%
20211.26%1.93%
20201.25%2.05%
20191.04%1.93%
20181.36%2.48%
20170.81%2.02%
20161.09%2.46%
20150.95%2.30%
20141.15%2.37%
20131.21%2.48%
20122.70%2.64%
20111.56%2.86%
20100.84%2.62%
20091.43%3.14%
20080.95%2.48%
20070.22%2.26%
20060.40%1.95%
20050.59%1.46%
20040.69%1.99%
20030.23%2.06%
20020.63%2.60%
20010.20%2.22%
20000.13%2.38%
19990.00%0.87%

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