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WTRG vs FRT

Comparison between Essential Utilities Inc (WTRG, Company) and Federal Realty Investment Trust. (FRT, Company).

WTRG is from the Utilities sector, while FRT is from the Real Estate sector.

5-Year PerformanceFRT has outperformed WTRG, delivering a return of +4.8% compared to -1.7%

WTRG vs FRT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WTRG
$10B
Winner
FRT
$10B
Max Drawdown
Winner
WTRG
50.46%
FRT
61.37%
Sharpe Ratio
WTRG
0.05
Winner
FRT
1.49
5Y Beta
Winner
WTRG
-0.11
FRT
0.59
Industry
WTRG
Utilities - Regulated Water
FRT
Reit - Retail
P/E Ratio
Winner
WTRG
14.48
FRT
20.52
Forward P/E
Winner
WTRG
16.50
FRT
41.32
PEG Ratio
WTRG
0.36
Winner
FRT
0.32
Dividend Yield
WTRG
3.57%
Winner
FRT
3.64%
5Y Dividends CAGR
Winner
WTRG
11.45%
FRT
5.73%
5Y EPS CAGR
WTRG
20.99%
Winner
FRT
29.35%
Debt to Equity
WTRG
121.69%
Winner
FRT
0.00%
Free Cash Flow Yield
Winner
WTRG
9.39%
FRT
6.04%

WTRG vs FRT - Historical Returns

Returns include dividend reinvestment.

1M
WTRG
-1.45%
Winner
FRT
+4.75%
3M
WTRG
-8.95%
Winner
FRT
+15.27%
6M
WTRG
-3.35%
Winner
FRT
+21.06%
1Y
WTRG
+1.73%
Winner
FRT
+31.68%
5Y(CAGR)
WTRG
-1.73%
Winner
FRT
+4.84%
10Y(CAGR)
Winner
WTRG
+3.55%
FRT
+1.17%
Max(CAGR)
WTRG
+9.19%
Winner
FRT
+11.90%

WTRG vs FRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTRGFRT
2026-3.35%+22.86%
2025+10.28%-4.27%
2024-0.73%+10.55%
2023-20.09%+4.98%
2022-7.97%-22.89%
2021+18.80%+71.67%
2020+5.31%-28.65%
2019+46.23%+14.66%
2018-9.34%-8.78%
2017+34.03%-4.46%
2016+4.38%+0.62%
2015+13.90%+10.42%
2014+18.41%+35.92%
2013+14.35%-0.85%
2012+19.91%+18.73%
2011-0.03%+17.07%
2010+32.71%+20.40%
2009-13.86%+19.49%
2008-0.44%-21.50%
2007-3.81%+0.03%
2006-15.81%+42.57%
2005+53.25%+23.58%
2004+13.79%+39.95%
2003+36.99%+43.36%
2002-7.07%+31.72%
2001+26.20%+31.86%
2000+57.22%+10.87%
1999-9.58%+2.73%

WTRG vs FRT Drawdown Comparison

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

The maximum drawdown for FRT was -57.45%, occurring on Mar 2, 2009. Recovery took 855 trading sessions.

The current WTRG drawdown is -21.31%. The current FRT drawdown is -4.33%.

RankWTRGFRT
#1-47.97%
Feb 27, 2006 - Jul 2, 2012
-57.45%
Oct 5, 2007 - Feb 28, 2011
#2-39.62%
Feb 18, 2020 - Dec 22, 2021
-56.51%
Aug 1, 2016 - May 21, 2026
#3-36.50%
Dec 31, 2021 - Oct 3, 2023
-25.68%
Apr 1, 2004 - Sep 7, 2004
#4-34.47%
May 8, 2002 - Jun 12, 2003
-22.95%
Feb 7, 2007 - Oct 5, 2007
#5-28.60%
Nov 5, 1999 - Apr 18, 2000
-17.85%
May 15, 2013 - Mar 31, 2014
#6-19.91%
Oct 3, 2005 - Feb 22, 2006
-16.59%
Jul 22, 2011 - Aug 30, 2011
#7-19.39%
Dec 28, 2000 - Jun 20, 2001
-16.31%
Mar 23, 2015 - Nov 5, 2015
#8-19.11%
Jun 30, 2016 - Sep 11, 2017
-15.37%
Apr 12, 2002 - Dec 3, 2002
#9-18.44%
May 2, 2000 - Dec 11, 2000
-15.28%
Nov 4, 1999 - Jan 6, 2000
#10-18.32%
Aug 1, 2013 - Dec 29, 2014
-14.30%
Aug 22, 2001 - Nov 16, 2001
#11-16.87%
Dec 28, 2017 - Apr 24, 2019
-14.14%
Mar 29, 2006 - Sep 12, 2006
#12-15.16%
Jan 21, 2004 - Oct 1, 2004
-13.04%
Jul 28, 2005 - Nov 22, 2005
#13-14.96%
Aug 20, 2001 - Nov 8, 2001
-11.97%
Jan 10, 2000 - Apr 6, 2000
#14-11.74%
Jan 29, 2015 - Oct 15, 2015
-11.14%
May 18, 2000 - May 21, 2001
#15-11.60%
Nov 26, 2001 - Mar 4, 2002
-10.99%
Dec 30, 2004 - Apr 22, 2005

Correlation

Correlation between WTRG and FRT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

WTRG vs FRT dividend yield comparison.

YearWTRGFRT
20261.87%1.88%
20253.48%4.39%
20243.48%2.93%
20233.18%4.21%
20222.33%4.26%
20211.93%3.13%
20202.05%4.96%
20191.93%3.22%
20182.48%3.42%
20172.02%2.98%
20162.46%2.70%
20152.30%2.48%
20142.37%2.47%
20132.48%2.98%
20122.64%3.48%
20112.86%3.00%
20102.62%3.41%
20093.14%3.87%
20082.48%4.06%
20072.26%2.88%
20061.95%2.89%
20051.46%3.91%
20041.99%3.85%
20032.06%5.08%
20022.60%6.86%
20012.22%8.26%
20002.38%9.68%
19990.87%2.39%

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