WTRG Stock Analysis: Essential Utilities | NYSE

Utilities - Regulated Water | NYSE, USA | Market Cap: 11.229m USD | 12M Return: 7.5% | US29670G1022 | Charts, Fundamentals & Technical Analysis

Water, Wastewater, Natural Gas, Utility Services
Total Rating 37
Safety 57
Buy Signal 0.32
Utilities - Regulated Water
Industry Rotation: -4.0
Market Cap: 11.2B
Avg Turnover: 81.5M
Risk 3d forecast
Volatility21.9%
VaR 5th Pctl3.81%
VaR vs Median5.93%
Reward TTM
Sharpe Ratio0.24
Rel. Str. IBD40.9
Rel. Str. Peer Group50
Character TTM
Beta-0.456
Beta Downside-0.395
Hurst Exponent0.413
Drawdowns 3y
Max DD17.94%
CAGR/Max DD0.31
CAGR/Mean DD0.92
EPS (Earnings per Share) EPS (Earnings per Share) of WTRG over the last years for every Quarter: "2021-06": 0.32, "2021-09": 0.19, "2021-12": 0.44, "2022-03": 0.76, "2022-06": 0.31, "2022-09": 0.26, "2022-12": 0.44, "2023-03": 0.72, "2023-06": 0.34, "2023-09": 0.3, "2023-12": 0.5, "2024-03": 0.97, "2024-06": 0.28, "2024-09": 0.25, "2024-12": 0.47, "2025-03": 1.03, "2025-06": 0.38, "2025-09": 0.33, "2025-12": 0.47, "2026-03": 0.83, "2026-06": 0.38,
EPS CAGR: 4.04%
EPS Trend: 57.9%
Last SUE: 0.00
Qual. Beats: 0
Revenue Revenue of WTRG over the last years for every Quarter: 2021-06: 397.032, 2021-09: 361.86, 2021-12: 535.687, 2022-03: 699.275, 2022-06: 448.756, 2022-09: 434.618, 2022-12: 705.383, 2023-03: 726.45, 2023-06: 436.7, 2023-09: 411.255, 2023-12: 479.419, 2024-03: 612.069, 2024-06: 434.406, 2024-09: 435.255, 2024-12: 604.383, 2025-03: 783.626, 2025-06: 514.907, 2025-09: 476.971, 2025-12: 699.111, 2026-03: 861.759, 2026-06: 530.854,
Rev. CAGR: 9.69%
Rev. Trend: 78.8%
Last SUE: -0.23
Qual. Beats: 0

Warnings

High Debt While Negative Cash Flow

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -1.1% 11
Feb -4.1% 6
Mar +1.5% 32
Apr +1.1% 17
May -0.3% 17
Jun +0.1% 16
Jul +3.9% 36
Aug -1.4% 36
Sep -1.9% 51
Oct -0.2% 0
Nov +5.4% 35
Dec +1.1% 23

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: WTRG Essential Utilities

Essential Utilities, Inc. (NYSE: WTRG) is a U.S.-based regulated utility holding company that provides water, wastewater, and natural gas services through two reportable segments: Regulated Water and Regulated Natural Gas. Beyond its core utility operations, the company offers utility service line protection and repair programs to households, along with gas marketing, production, and natural gas distribution services.

The company serves approximately 5.5 million customers across nine states - Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky - operating under the Aqua and Peoples brands. Originally founded in 1886 as Aqua America, the company rebranded to Essential Utilities, Inc. in February 2020 and is headquartered in Bryn Mawr, Pennsylvania.

As a regulated water and natural gas utility, Essential Utilities operates within a rate-regulated business model, where revenues and authorized returns on infrastructure investments are typically determined through state public utility commission proceedings. The U.S. water utility sector is highly fragmented, which has historically supported consolidation strategies pursued by larger operators seeking scale efficiencies across multi-state service territories.

Headlines to Watch Out For
  • Multi-state rate case decisions drive regulated water segment margins
  • Capital expenditure accelerates rate base growth across nine states
  • Municipal water acquisitions expand customer base to 5.5 million
Piotroski VR-10 (Strict) 3.0
Net Income: 554.9m TTM > 0 and > 6% of Revenue
FCF/TA: -0.02 > 0.02 and ΔFCF/TA 0.13 > 1.0
NWC/Revenue: -5.20% < 20% (prev -6.82%; Δ 1.61% < -1%)
CFO/TA 0.05 > 3% & CFO 1.03b > Net Income 554.9m
Net Debt (8.53b) to EBITDA (1.32b): 6.47 < 3
Current Ratio: 0.78 > 1.5 & < 3
Outstanding Shares: last quarter (284k) vs 12m ago -99.90% < -2%
Gross Margin: 43.13% > 18% (prev 59.41%; Δ -16.28% > 0.5%)
Asset Turnover: 13.35% > 50% (prev 12.60%; Δ 0.74% > 0%)
Interest Coverage Ratio: 2.62 > 6 (EBIT TTM 900.7m / Interest Expense TTM 343.6m)
Altman Z'' 1.24
A: -0.01 (Total Current Assets 465.3m - Total Current Liabilities 599.0m) / Total Assets 19.9b
B: 0.12 (Retained Earnings 2.42b / Total Assets 19.9b)
C: 0.05 (EBIT TTM 900.7m / Avg Total Assets 19.2b)
D: 0.54 (Book Value of Equity 7.02b / Total Liabilities 12.9b)
Altman-Z'' = 1.24 = BB
Beneish M -2.64
DSRI: 0.99 (Receivables 305.5m/280.8m, Revenue 2.57b/2.34b)
GMI: 1.38 (GM 59.41% / 43.13%)
AQI: 0.97 (AQ_t 0.24 / AQ_t-1 0.24)
SGI: 1.10 (Revenue 2.57b / 2.34b)
TATA: -0.02 (NI 554.9m - CFO 1.03b) / TA 19.9b)
Beneish M = -2.64 (Cap -4..+1) = A
What is the price of WTRG shares?

As of August 12, 2026, the stock is trading at USD 40.08 with a total of 1,274,101 shares traded. Over the past week, the price has changed by +2.24%, over one month by +4.81%, over three months by +8.65% and over the past year by +7.45%.

Current recommended Stop Loss: 38.00 (which is 5.2% or 2.1 ATR below the current price).

Is WTRG a buy, sell or hold?

Essential Utilities has received a consensus analysts rating of 4.55. Therefore, it is recommended to buy WTRG.

  • StrongBuy: 8
  • Buy: 1
  • Hold: 2
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the WTRG price?
Analysts Target Price 41.6 3.8%
Essential Utilities (WTRG) - Fundamental Data Overview as of 07 August 2026
Market Cap USD = 11.2b (11.2b USD * 1.0 USD.USD)
P/E Trailing = 20.199
P/E Forward = 17.6991
P/S = 4.3988
P/B = 1.6397
P/EG = 3.7925
Revenue TTM = 2.57b USD
EBIT TTM = 900.7m USD
EBITDA TTM = 1.32b USD
Long Term Debt = 8.11b USD (from longTermDebt, last fiscal year)
Short Term Debt = 83.3m USD (from shortTermDebt, last quarter)
Debt = 8.54b USD (from shortLongTermDebtTotal, last quarter) + Leases 20.1m
Net Debt = 8.53b USD (calculated: Debt 8.54b - CCE 8.63m)
Enterprise Value = 19.8b USD (11.2b + Debt 8.54b - CCE 8.63m)
Interest Coverage Ratio = 2.62 (Ebit TTM 900.7m / Interest Expense TTM 343.6m)
EV/FCF = -40.47x (Enterprise Value 19.8b / FCF TTM -488.4m)
FCF Yield = -2.47% (FCF TTM -488.4m / Enterprise Value 19.8b)
FCF Margin = -19.01% (FCF TTM -488.4m / Revenue TTM 2.57b)
Net Margin = 21.60% (Net Income TTM 554.9m / Revenue TTM 2.57b)
Gross Margin = 43.13% ((Revenue TTM 2.57b - Cost of Revenue TTM 1.46b) / Revenue TTM)
Gross Margin QoQ = none% (prev 39.06%)
Tobins Q-Ratio = 0.99 (Enterprise Value 19.8b / Total Assets 19.9b)
Interest Expense / Debt = 4.02% (Interest Expense 343.6m / Debt 8.54b)
Taxrate = 5.01% (29.2m / 584.1m)
NOPAT = 855.6m (EBIT 900.7m * (1 - 5.01%))
Current Ratio = 0.78 (Total Current Assets 465.3m / Total Current Liabilities 599.0m)
Debt / Equity = 1.22 (Debt 8.54b / totalStockholderEquity, last quarter 7.02b)
Debt / EBITDA = 6.47 (Net Debt 8.53b / EBITDA 1.32b)
 Debt / FCF = -17.48 (negative FCF - burning cash) (Net Debt 8.53b / FCF TTM -488.4m)
 Total Stockholder Equity = 6.90b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.88% (Net Income 554.9m / Total Assets 19.9b)
RoE = 8.05% (Net Income TTM 554.9m / Total Stockholder Equity 6.90b)
RoCE = 6.00% (EBIT 900.7m / Capital Employed (Equity 6.90b + L.T.Debt 8.11b))
RoIC = 4.41% (NOPAT 855.6m / Invested Capital 19.4b)
WACC = 4.14% (E(11.2b)/V(19.8b) * Re(4.38%) + D(8.54b)/V(19.8b) * Rd(4.02%) * (1-Tc(0.05)))
Discount Rate = 4.38% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -48.43 | Cagr: -95.28%
 [DCF] Fair Price = unknown (Cash Flow -488.4m)
 EPS Correlation: 57.92 | EPS CAGR: 4.04% | SUE: 0.0 | # QB: 0
Revenue Correlation: 78.76 | Revenue CAGR: 9.69% | SUE: -0.23 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.35 | Chg30d=+0.49% | Revisions=+25% | Analysts=3
EPS current Year (2026-12-31): EPS=2.25 | Chg30d=+0.05% | Revisions=+0% | GrowthEPS=+2.1% | GrowthRev=+2.5%
EPS next Year (2027-12-31): EPS=2.38 | Chg30d=-0.31% | Revisions=+0% | GrowthEPS=+5.9% | GrowthRev=+6.1%
[Analyst] Revisions Ratio: +12% (up=3, down=2)