WTRG vs UWMC

Comparison between Essential Utilities Inc (WTRG, Company) and UWM Holdings Corporation Class A (UWMC, Company).

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

5-Year PerformanceWTRG has outperformed UWMC, delivering a return of -0.8% compared to -20.8%

WTRG vs UWMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTRG(COMPANY)	UWMC(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	50.46%	88.26%
Sharpe Ratio	0.24	-1.16
5Y Beta	-0.13	0.91
Industry	Utilities - Regulated Water	Mortgage Finance
P/E Ratio	21.24	28.87
Forward P/E	17.67	3.97
Dividend Yield	3.48%	28.40%
5Y Dividends CAGR	11.54%	20.11%
5Y EPS CAGR	12.11%	N/A
Debt to Equity	120.59%	0.00%
Free Cash Flow Yield	9.09%	-53.42%
P/S Ratio	N/A	2.11
P/B Ratio	N/A	6.57

Market Cap

WTRG

$11B

Winner

UWMC

$11B

Max Drawdown

Winner

WTRG

50.46%

UWMC

88.26%

Sharpe Ratio

Winner

WTRG

0.24

UWMC

-1.16

5Y Beta

Winner

WTRG

-0.13

UWMC

0.91

Industry

WTRG

Utilities - Regulated Water

UWMC

Mortgage Finance

P/E Ratio

Winner

WTRG

21.24

UWMC

28.87

Forward P/E

WTRG

17.67

Winner

UWMC

3.97

Dividend Yield

WTRG

3.48%

Winner

UWMC

28.40%

5Y Dividends CAGR

WTRG

11.54%

Winner

UWMC

20.11%

5Y EPS CAGR

WTRG

12.11%

UWMC

N/A

Debt to Equity

WTRG

120.59%

Winner

UWMC

0.00%

Free Cash Flow Yield

Winner

WTRG

9.09%

UWMC

-53.42%

P/S Ratio

WTRG

N/A

UWMC

2.11

P/B Ratio

WTRG

N/A

UWMC

6.57

WTRG vs UWMC - Historical Returns

Returns include dividend reinvestment.

Period	WTRG	UWMC
1 month	+5.79%	-18.50%
3 months	+7.72%	-45.05%
6 months	+3.68%	-64.22%
1 year	+7.07%	-67.57%
5 years(CAGR)	-0.83%	-20.79%
10 years(CAGR)	+5.06%	N/A
Max(CAGR)	+9.57%	-20.50%

Winner

WTRG

+5.79%

UWMC

-18.50%

Winner

WTRG

+7.72%

UWMC

-45.05%

Winner

WTRG

+3.68%

UWMC

-64.22%

Winner

WTRG

+7.07%

UWMC

-67.57%

5Y(CAGR)

Winner

WTRG

-0.83%

UWMC

-20.79%

10Y(CAGR)

WTRG

+5.06%

UWMC

N/A

Max(CAGR)

Winner

WTRG

+9.57%

UWMC

-20.50%

WTRG vs UWMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WTRG	UWMC
2026	+7.51%	-60.33%
2025	+10.28%	-16.11%
2024	-0.73%	-11.37%
2023	-20.09%	+125.96%
2022	-7.97%	-40.34%
2021	+18.80%	-28.72%
2020	+5.31%	N/A
2019	+46.23%	N/A
2018	-9.34%	N/A
2017	+34.03%	N/A
2016	+4.38%	N/A
2015	+13.90%	N/A
2014	+18.41%	N/A
2013	+14.35%	N/A
2012	+19.91%	N/A
2011	-0.03%	N/A
2010	+32.71%	N/A
2009	-13.86%	N/A
2008	-0.44%	N/A
2007	-3.81%	N/A
2006	-15.81%	N/A
2005	+53.25%	N/A
2004	+13.79%	N/A
2003	+36.99%	N/A
2002	-7.07%	N/A
2001	+26.20%	N/A
2000	+57.22%	N/A
1999	-9.58%	N/A

WTRG vs UWMC Drawdown Comparison

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

The maximum drawdown for UWMC was -84.95%, occurring on Aug 6, 2026. This drawdown has not yet recovered.

The current WTRG drawdown is -12.46%. The current UWMC drawdown is -79.56%.

Rank	WTRG	UWMC
#1	-47.97% Feb 27, 2006 - Jul 2, 2012	-84.95% Aug 23, 2024 - Aug 6, 2026
#2	-39.62% Feb 18, 2020 - Dec 22, 2021	-68.70% Jun 11, 2021 - Jul 16, 2024
#3	-36.50% Dec 31, 2021 - Oct 3, 2023	-25.75% Mar 17, 2021 - May 27, 2021
#4	-34.47% May 8, 2002 - Jun 12, 2003	-7.26% Aug 2, 2024 - Aug 13, 2024
#5	-28.60% Nov 5, 1999 - Apr 18, 2000	-7.20% Jul 16, 2024 - Jul 29, 2024
#6	-19.91% Oct 3, 2005 - Feb 22, 2006	-6.53% Mar 4, 2021 - Mar 9, 2021
#7	-19.39% Dec 28, 2000 - Jun 20, 2001	-4.38% Mar 9, 2021 - Mar 17, 2021
#8	-19.11% Jun 30, 2016 - Sep 11, 2017	-3.77% Aug 14, 2024 - Aug 21, 2024
#9	-18.44% May 2, 2000 - Dec 11, 2000	-3.49% May 27, 2021 - Jun 8, 2021
#10	-18.32% Aug 1, 2013 - Dec 29, 2014	-3.01% Jun 9, 2021 - Jun 11, 2021
#11	-16.87% Dec 28, 2017 - Apr 24, 2019	-2.98% Jul 31, 2024 - Aug 2, 2024
#12	-15.16% Jan 21, 2004 - Oct 1, 2004	-0.74% Aug 21, 2024 - Aug 23, 2024
#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 UWMC is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (1999 - 2026)

WTRG vs UWMC dividend yield comparison.

Year	WTRG	UWMC
2026	2.58%	12.27%
2025	3.48%	9.13%
2024	3.48%	6.81%
2023	3.18%	5.59%
2022	2.33%	12.08%
2021	1.93%	6.76%
2020	2.05%	0.00%
2019	1.93%	0.00%
2018	2.48%	0.00%
2017	2.02%	0.00%
2016	2.46%	0.00%
2015	2.30%	0.00%
2014	2.37%	0.00%
2013	2.48%	0.00%
2012	2.64%	0.00%
2011	2.86%	0.00%
2010	2.62%	0.00%
2009	3.14%	0.00%
2008	2.48%	0.00%
2007	2.26%	0.00%
2006	1.95%	0.00%
2005	1.46%	0.00%
2004	1.99%	0.00%
2003	2.06%	0.00%
2002	2.60%	0.00%
2001	2.22%	0.00%
2000	2.38%	0.00%
1999	0.87%	0.00%