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WTRG vs BPOP

Comparison between Essential Utilities Inc (WTRG, Company) and Popular Inc (BPOP, Company).

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

5-Year PerformanceBPOP has outperformed WTRG, delivering a return of +20.3% compared to -1.0%

WTRG vs BPOP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WTRG
$11B
Winner
BPOP
$11B
Max Drawdown
Winner
WTRG
50.46%
BPOP
96.40%
Sharpe Ratio
WTRG
0.07
Winner
BPOP
1.84
5Y Beta
Winner
WTRG
-0.11
BPOP
0.89
Industry
WTRG
Utilities - Regulated Water
BPOP
Banks - Regional
P/E Ratio
WTRG
14.90
Winner
BPOP
12.17
Forward P/E
WTRG
16.64
Winner
BPOP
10.45
PEG Ratio
WTRG
0.37
Winner
BPOP
0.30
Dividend Yield
Winner
WTRG
3.69%
BPOP
1.81%
5Y Dividends CAGR
WTRG
11.45%
Winner
BPOP
13.64%
5Y EPS CAGR
Winner
WTRG
20.99%
BPOP
9.31%
Debt to Equity
WTRG
121.69%
Winner
BPOP
0.00%
Free Cash Flow Yield
Winner
WTRG
9.13%
BPOP
6.68%

WTRG vs BPOP - Historical Returns

Returns include dividend reinvestment.

1M
WTRG
+0.91%
Winner
BPOP
+10.71%
3M
WTRG
-3.98%
Winner
BPOP
+25.19%
6M
WTRG
-0.25%
Winner
BPOP
+33.06%
1Y
WTRG
+3.42%
Winner
BPOP
+57.04%
5Y(CAGR)
WTRG
-0.96%
Winner
BPOP
+20.30%
10Y(CAGR)
WTRG
+3.78%
Winner
BPOP
+22.54%
Max(CAGR)
Winner
WTRG
+9.30%
BPOP
+2.60%

WTRG vs BPOP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTRGBPOP
2026-0.50%+33.05%
2025+10.28%+37.93%
2024-0.73%+17.82%
2023-20.09%+29.89%
2022-7.97%-17.46%
2021+18.80%+51.99%
2020+5.31%-0.14%
2019+46.23%+25.21%
2018-9.34%+35.20%
2017+34.03%-16.69%
2016+4.38%+59.86%
2015+13.90%-15.97%
2014+18.41%+19.94%
2013+14.35%+32.21%
2012+19.91%+45.38%
2011-0.03%-56.56%
2010+32.71%+31.38%
2009-13.86%-56.07%
2008-0.44%-46.11%
2007-3.81%-37.88%
2006-15.81%-11.80%
2005+53.25%-22.29%
2004+13.79%+30.66%
2003+36.99%+32.90%
2002-7.07%+21.42%
2001+26.20%+14.02%
2000+57.22%+0.72%
1999-9.58%-7.50%

WTRG vs BPOP Drawdown Comparison

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

The maximum drawdown for BPOP was -95.72%, occurring on Jul 22, 2009. This drawdown has not yet recovered.

The current WTRG drawdown is -18.99%. The current BPOP drawdown is -8.33%.

RankWTRGBPOP
#1-47.97%
Feb 27, 2006 - Jul 2, 2012
-95.72%
Dec 30, 2004 - Jul 22, 2009
#2-39.62%
Feb 18, 2020 - Dec 22, 2021
-40.97%
Nov 12, 1999 - Apr 19, 2001
#3-36.50%
Dec 31, 2021 - Oct 3, 2023
-24.68%
Aug 21, 2001 - Aug 14, 2002
#4-34.47%
May 8, 2002 - Jun 12, 2003
-19.42%
Aug 19, 2002 - Apr 17, 2003
#5-28.60%
Nov 5, 1999 - Apr 18, 2000
-16.17%
Jan 16, 2004 - Aug 19, 2004
#6-19.91%
Oct 3, 2005 - Feb 22, 2006
-9.61%
Jun 6, 2003 - Sep 18, 2003
#7-19.39%
Dec 28, 2000 - Jun 20, 2001
-7.71%
Oct 6, 2004 - Nov 10, 2004
#8-19.11%
Jun 30, 2016 - Sep 11, 2017
-5.61%
Dec 1, 2003 - Jan 15, 2004
#9-18.44%
May 2, 2000 - Dec 11, 2000
-4.13%
Sep 19, 2003 - Oct 6, 2003
#10-18.32%
Aug 1, 2013 - Dec 29, 2014
-3.90%
Nov 12, 2004 - Dec 14, 2004
#11-16.87%
Dec 28, 2017 - Apr 24, 2019
-3.76%
Jun 29, 2001 - Jul 13, 2001
#12-15.16%
Jan 21, 2004 - Oct 1, 2004
-3.29%
May 16, 2003 - May 28, 2003
#13-14.96%
Aug 20, 2001 - Nov 8, 2001
-3.08%
Jun 20, 2001 - Jun 27, 2001
#14-11.74%
Jan 29, 2015 - Oct 15, 2015
-2.77%
Jul 19, 2001 - Jul 27, 2001
#15-11.60%
Nov 26, 2001 - Mar 4, 2002
-2.73%
Apr 19, 2001 - May 16, 2001

Correlation

Correlation between WTRG and BPOP is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13
-101

Dividend Comparison (1999 - 2026)

WTRG vs BPOP dividend yield comparison.

YearWTRGBPOP
20261.81%0.98%
20253.48%2.33%
20243.48%2.72%
20233.18%2.77%
20222.33%3.32%
20211.93%2.13%
20202.05%2.84%
20191.93%2.04%
20182.48%2.12%
20172.02%2.82%
20162.46%1.37%
20152.30%1.06%
20142.37%0.00%
20132.48%0.00%
20122.64%0.00%
20112.86%0.00%
20102.62%0.00%
20093.14%0.88%
20082.48%9.30%
20072.26%6.04%
20061.95%3.57%
20051.46%3.03%
20041.99%2.13%
20032.06%2.25%
20022.60%2.37%
20012.22%1.93%
20002.38%2.43%
19990.87%0.57%

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