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WTRG vs BAX

Comparison between Essential Utilities Inc (WTRG, Company) and Baxter International Inc (BAX, Company).

WTRG is from the Utilities sector, while BAX is from the Healthcare sector.

5-Year PerformanceWTRG has outperformed BAX, delivering a return of -1.1% compared to -21.6%

WTRG vs BAX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WTRG
$11B
Winner
BAX
$11B
Max Drawdown
Winner
WTRG
50.46%
BAX
83.22%
Sharpe Ratio
Winner
WTRG
0.33
BAX
-0.29
5Y Beta
Winner
WTRG
-0.11
BAX
0.87
Industry
WTRG
Utilities - Regulated Water
BAX
Medical Instruments & Supplies
P/E Ratio
Winner
WTRG
15.54
BAX
71.34
Forward P/E
WTRG
17.51
Winner
BAX
11.61
PEG Ratio
WTRG
0.38
BAX
N/A
Dividend Yield
Winner
WTRG
3.43%
BAX
1.63%
5Y Dividends CAGR
Winner
WTRG
11.45%
BAX
-17.70%
5Y EPS CAGR
Winner
WTRG
20.99%
BAX
-36.73%
Debt to Equity
WTRG
121.69%
Winner
BAX
0.00%
Free Cash Flow Yield
WTRG
8.75%
Winner
BAX
11.17%

WTRG vs BAX - Historical Returns

Returns include dividend reinvestment.

1M
WTRG
+6.17%
Winner
BAX
+7.89%
3M
WTRG
-0.95%
Winner
BAX
+17.85%
6M
WTRG
+2.88%
Winner
BAX
+9.41%
1Y
Winner
WTRG
+8.84%
BAX
-23.43%
5Y(CAGR)
Winner
WTRG
-1.08%
BAX
-21.63%
10Y(CAGR)
Winner
WTRG
+4.12%
BAX
-5.85%
Max(CAGR)
Winner
WTRG
+9.46%
BAX
+2.62%

WTRG vs BAX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTRGBAX
2026+4.26%+11.32%
2025+10.28%-33.51%
2024-0.73%-22.80%
2023-20.09%-22.01%
2022-7.97%-40.27%
2021+18.80%+8.61%
2020+5.31%-5.48%
2019+46.23%+29.42%
2018-9.34%-0.98%
2017+34.03%+46.96%
2016+4.38%+20.68%
2015+13.90%-3.13%
2014+18.41%+8.97%
2013+14.35%+5.71%
2012+19.91%+35.52%
2011-0.03%+0.19%
2010+32.71%-10.97%
2009-13.86%+8.74%
2008-0.44%-5.82%
2007-3.81%+26.49%
2006-15.81%+22.50%
2005+53.25%+10.38%
2004+13.79%+16.56%
2003+36.99%+8.47%
2002-7.07%-46.20%
2001+26.20%+21.04%
2000+57.22%+45.84%
1999-9.58%-1.31%

WTRG vs BAX Drawdown Comparison

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

The maximum drawdown for BAX was -81.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current WTRG drawdown is -15.11%. The current BAX drawdown is -74.12%.

RankWTRGBAX
#1-47.97%
Feb 27, 2006 - Jul 2, 2012
-81.15%
Apr 20, 2020 - Mar 30, 2026
#2-39.62%
Feb 18, 2020 - Dec 22, 2021
-68.23%
Mar 27, 2002 - Apr 17, 2007
#3-36.50%
Dec 31, 2021 - Oct 3, 2023
-40.89%
Aug 8, 2008 - Nov 2, 2012
#4-34.47%
May 8, 2002 - Jun 12, 2003
-24.29%
Nov 19, 1999 - May 24, 2000
#5-28.60%
Nov 5, 1999 - Apr 18, 2000
-23.17%
Aug 5, 2015 - Apr 4, 2016
#6-19.91%
Oct 3, 2005 - Feb 22, 2006
-23.09%
Feb 6, 2020 - Apr 20, 2020
#7-19.39%
Dec 28, 2000 - Jun 20, 2001
-20.87%
Oct 1, 2018 - Mar 19, 2019
#8-19.11%
Jun 30, 2016 - Sep 11, 2017
-17.21%
Oct 1, 2001 - Jan 23, 2002
#9-18.44%
May 2, 2000 - Dec 11, 2000
-14.77%
Oct 18, 2000 - Dec 28, 2000
#10-18.32%
Aug 1, 2013 - Dec 29, 2014
-14.66%
Jul 16, 2007 - Oct 18, 2007
#11-16.87%
Dec 28, 2017 - Apr 24, 2019
-14.57%
Sep 6, 2019 - Jan 15, 2020
#12-15.16%
Jan 21, 2004 - Oct 1, 2004
-14.31%
Jan 16, 2008 - Jul 8, 2008
#13-14.96%
Aug 20, 2001 - Nov 8, 2001
-14.30%
Jul 24, 2014 - Aug 5, 2015
#14-11.74%
Jan 29, 2015 - Oct 15, 2015
-13.56%
Jul 22, 2013 - Mar 28, 2014
#15-11.60%
Nov 26, 2001 - Mar 4, 2002
-13.42%
Jan 26, 2018 - May 21, 2018

Correlation

Correlation between WTRG and BAX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

WTRG vs BAX dividend yield comparison.

YearWTRGBAX
20261.73%0.09%
20253.48%2.72%
20243.48%3.57%
20233.18%3.00%
20222.33%2.26%
20211.93%1.26%
20202.05%1.19%
20191.93%1.02%
20182.48%1.11%
20172.02%0.94%
20162.46%1.14%
20152.30%87.05%
20142.37%2.80%
20132.48%2.76%
20122.64%2.36%
20112.86%2.56%
20102.62%2.33%
20093.14%1.82%
20082.48%1.70%
20072.26%1.24%
20061.95%1.25%
20051.46%1.55%
20041.99%1.69%
20032.06%1.91%
20022.60%2.08%
20012.22%1.09%
20002.38%1.32%
19990.87%0.46%

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