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WTRG vs AES

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

Both WTRG and AES are from the Utilities sector.

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

WTRG vs AES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

WTRG vs AES - Historical Returns

Returns include dividend reinvestment.

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

WTRG vs AES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

WTRG vs AES Drawdown Comparison

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

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

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

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

Correlation

Correlation between WTRG and AES 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)

WTRG vs AES dividend yield comparison.

YearWTRGAES
20261.85%2.40%
20253.48%4.91%
20243.48%5.36%
20233.18%3.45%
20222.33%2.20%
20211.93%2.48%
20202.05%2.44%
20191.93%2.74%
20182.48%3.60%
20172.02%4.43%
20162.46%3.79%
20152.30%4.18%
20142.37%1.45%
20132.48%1.10%
20122.64%0.37%
20112.86%0.00%
20102.62%0.00%
20093.14%6.34%
20082.48%0.00%
20072.26%0.00%
20061.95%0.00%
20051.46%0.00%
20041.99%0.00%
20032.06%0.00%
20022.60%0.00%
20012.22%0.00%
20002.38%0.00%
19990.87%0.00%

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