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WTRG vs PSO

Comparison between Essential Utilities Inc (WTRG, Company) and Pearson plc (PSO, Company).

WTRG is from the Utilities sector, while PSO is from the Communication Services sector.

5-Year PerformancePSO has outperformed WTRG, delivering a return of +10.6% compared to -1.3%

WTRG vs PSO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
WTRG
$11B
Winner
PSO
$11B
Max Drawdown
Winner
WTRG
50.46%
PSO
87.64%
Sharpe Ratio
WTRG
0.28
Winner
PSO
0.68
5Y Beta
Winner
WTRG
-0.11
PSO
0.40
Industry
WTRG
Utilities - Regulated Water
PSO
Publishing
P/E Ratio
WTRG
15.29
Winner
PSO
11.38
Forward P/E
Winner
WTRG
17.51
PSO
21.83
PEG Ratio
WTRG
0.38
Winner
PSO
0.22
Dividend Yield
Winner
WTRG
3.50%
PSO
2.03%
5Y Dividends CAGR
WTRG
11.45%
Winner
PSO
16.18%
5Y EPS CAGR
WTRG
20.99%
PSO
N/A
Debt to Equity
WTRG
121.69%
Winner
PSO
40.67%
Free Cash Flow Yield
WTRG
8.90%
Winner
PSO
13.61%
P/S Ratio
WTRG
4.34
Winner
PSO
2.83
P/B Ratio
Winner
WTRG
1.62
PSO
2.08

WTRG vs PSO - Historical Returns

Returns include dividend reinvestment.

1M
WTRG
+2.69%
Winner
PSO
+10.23%
3M
WTRG
-4.26%
Winner
PSO
+26.38%
6M
WTRG
+2.53%
Winner
PSO
+20.94%
1Y
WTRG
+6.51%
Winner
PSO
+20.00%
5Y(CAGR)
WTRG
-1.30%
Winner
PSO
+10.56%
10Y(CAGR)
WTRG
+3.90%
Winner
PSO
+6.15%
Max(CAGR)
Winner
WTRG
+9.37%
PSO
+2.36%

WTRG vs PSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTRGPSO
2026+1.60%+25.70%
2025+10.28%-10.46%
2024-0.73%+35.22%
2023-20.09%+12.17%
2022-7.97%+37.33%
2021+18.80%-6.26%
2020+5.31%+12.25%
2019+46.23%-27.39%
2018-9.34%+23.14%
2017+34.03%+4.59%
2016+4.38%-0.43%
2015+13.90%-37.99%
2014+18.41%-12.35%
2013+14.35%+18.22%
2012+19.91%+5.22%
2011-0.03%+22.51%
2010+32.71%+14.46%
2009-13.86%+54.81%
2008-0.44%-30.71%
2007-3.81%-0.04%
2006-15.81%+29.31%
2005+53.25%+2.59%
2004+13.79%+12.20%
2003+36.99%+24.35%
2002-7.07%-20.05%
2001+26.20%-47.52%
2000+57.22%-28.44%
1999-9.58%+43.81%

WTRG vs PSO Drawdown Comparison

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

The maximum drawdown for PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 6283 trading sessions.

The current WTRG drawdown is -17.27%. The current PSO drawdown is -1.06%.

RankWTRGPSO
#1-47.97%
Feb 27, 2006 - Jul 2, 2012
-81.60%
Mar 7, 2000 - Feb 28, 2025
#2-39.62%
Feb 18, 2020 - Dec 22, 2021
-30.71%
Mar 4, 2025 - Feb 5, 2026
#3-36.50%
Dec 31, 2021 - Oct 3, 2023
-22.62%
Feb 9, 2000 - Mar 7, 2000
#4-34.47%
May 8, 2002 - Jun 12, 2003
-14.29%
Dec 31, 1999 - Jan 11, 2000
#5-28.60%
Nov 5, 1999 - Apr 18, 2000
-13.03%
Jan 25, 2000 - Feb 9, 2000
#6-19.91%
Oct 3, 2005 - Feb 22, 2006
-9.80%
Dec 13, 1999 - Dec 22, 1999
#7-19.39%
Dec 28, 2000 - Jun 20, 2001
-6.03%
Nov 3, 1999 - Nov 17, 1999
#8-19.11%
Jun 30, 2016 - Sep 11, 2017
-5.72%
Jan 18, 2000 - Jan 24, 2000
#9-18.44%
May 2, 2000 - Dec 11, 2000
-4.48%
Nov 17, 1999 - Dec 7, 1999
#10-18.32%
Aug 1, 2013 - Dec 29, 2014
-2.70%
Jan 13, 2000 - Jan 18, 2000
#11-16.87%
Dec 28, 2017 - Apr 24, 2019
-0.76%
Dec 27, 1999 - Dec 30, 1999
#12-15.16%
Jan 21, 2004 - Oct 1, 2004
-0.29%
Feb 28, 2025 - Mar 4, 2025
#13-14.96%
Aug 20, 2001 - Nov 8, 2001
N/A
#14-11.74%
Jan 29, 2015 - Oct 15, 2015
N/A
#15-11.60%
Nov 26, 2001 - Mar 4, 2002
N/A

Correlation

Correlation between WTRG and PSO is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37
-101

Dividend Comparison (1999 - 2026)

WTRG vs PSO dividend yield comparison.

YearWTRGPSO
20261.78%1.39%
20253.48%2.12%
20243.48%1.82%
20233.18%2.21%
20222.33%2.40%
20211.93%3.27%
20202.05%2.74%
20191.93%2.90%
20182.48%1.96%
20172.02%5.14%
20162.46%7.28%
20152.30%7.48%
20142.37%4.46%
20132.48%3.13%
20122.64%3.49%
20112.86%3.43%
20102.62%3.49%
20093.14%3.62%
20082.48%6.75%
20072.26%4.06%
20061.95%3.30%
20051.46%4.00%
20041.99%3.64%
20032.06%3.63%
20022.60%3.98%
20012.22%2.87%
20002.38%1.37%
19990.87%0.00%

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