Performance of WTRG Essential Utilities | 8.4% in 12m
Compare WTRG with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Essential Utilities with its related Sector/Index XLU
Performance Duell WTRG vs XLU
| TimeFrame | WTRG | XLU |
|---|---|---|
| 1 Week | -0.33% | -0.50% |
| 1 Month | -0.68% | 4.17% |
| 3 Months | 3.96% | 8.22% |
| 6 Months | 13.1% | 22.12% |
| 12 Months | 8.35% | 23.76% |
| YTD | 5.34% | 20.08% |
| Rel. Perf. 1m | -0.57 | |
| Rel. Perf. 3m | -0.56 | |
| Rel. Perf. 6m | -1.00 | |
| Rel. Perf. 12m | -1.00 | |
| Spearman 1m | -0.57 | 0.96 |
| Spearman 3m | 0.51 | 0.91 |
Is Essential Utilities a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Essential Utilities is currently (September 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -17.04 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WTRG as of September 2024 is 42.77. This means that WTRG is currently undervalued and has a potential upside of +10.06% (Margin of Safety).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WTRG as of September 2024 is 42.77. This means that WTRG is currently undervalued and has a potential upside of +10.06% (Margin of Safety).
Is WTRG a buy, sell or hold?
- Strong Buy: 7
- Buy: 2
- Hold: 1
- Sell: 0
- Strong Sell: 0
Values above 0%: WTRG is performing better - Values below 0%: WTRG is underperforming
Compare WTRG with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.81% | -4.17% | 6.39% | -13.83% |
| US NASDAQ 100 | QQQ | 5.46% | -2.76% | 10.52% | -11.50% |
| US Dow Jones Industrial 30 | DIA | 2.49% | -4.48% | 7.77% | -10.15% |
| German DAX 40 | DBXD | 2.91% | -6.08% | 10.24% | -6.25% |
| UK FTSE 100 | ISFU | 1.92% | -6.95% | 0.75% | -9.81% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.35% | 1.63% | 19.34% | 19.26% |
| Hongkong Hang Seng | HSI | 1.89% | -5.45% | 12.56% | 14.19% |
| Japan Nikkei 225 | EXX7 | 6.79% | -6.36% | 23.20% | 2.49% |
| India NIFTY 50 | INDA | 1.77% | -3.29% | 4.63% | -15.96% |
| Brasil Bovespa | EWZ | 1.38% | -7.56% | 21.58% | 8.11% |
WTRG Essential Utilities vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.74% | -1.27% | 5.70% | -16.17% |
| Consumer Discretionary | XLY | 2.19% | -6.07% | 11.08% | 2.26% |
| Consumer Staples | XLP | -0.91% | -6.75% | 1.25% | -9.80% |
| Energy | XLE | 5.44% | 0.44% | 12.75% | 10.49% |
| Financial | XLF | 2.84% | -7.40% | 3.17% | -22.39% |
| Health Care | XLV | 1.74% | -5.05% | 6.84% | -9.30% |
| Industrial | XLI | 3.91% | -3.83% | 8.86% | -12.72% |
| Materials | XLB | 4.33% | -2.27% | 10.97% | -3.30% |
| Real Estate | XLRE | -0.51% | -5.69% | 1.30% | -15.02% |
| Technology | XLK | 7.12% | -2.34% | 14.32% | -9.97% |
| Utilities | XLU | 0.17% | -4.85% | -9.05% | -15.41% |
| Aerospace & Defense | XAR | 4.88% | -4.68% | 8.60% | -17.99% |
| Biotech | XBI | 4.35% | -2.88% | 16.55% | -14.26% |
| Homebuilder | XHB | 4.07% | -4.10% | 5.23% | -29.25% |
| Retail | XRT | 4.65% | -0.17% | 16.32% | -10.30% |
Does Essential Utilities outperform its market, is WTRG a Sector Leader?
No, over the last 12 months Essential Utilities (WTRG) made 8.35%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 23.76%.
Over the last 3 months WTRG made 3.96%, while XLU made 8.22%.
No, over the last 12 months Essential Utilities (WTRG) made 8.35%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 23.76%.
Over the last 3 months WTRG made 3.96%, while XLU made 8.22%.
| Period | WTRG | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | -0.68% | 4.17% | 3.49% |
| 3 Months | 3.96% | 8.22% | 1.39% |
| 12 Months | 8.35% | 23.76% | 22.18% |