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Company Analysis Essential Utilities, Inc.
1. Summary
Advantages
- Dividends (3.24%) are higher than the sector average (3.11%).
- The stock's return over the last year (-2.29%) is higher than the sector average (-42.69%).
Disadvantages
- Price (38.05 $) is higher than fair price (28.6 $)
- Current debt level 42.85% has increased over 5 years from 32.84%.
- The company's current efficiency (ROE=9.84%) is lower than the sector average (ROE=13.84%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Essential Utilities, Inc. | Utilities | Index | |
|---|---|---|---|
| 7 days | 0.4% | -3.1% | 0.6% |
| 90 days | -0.8% | -47.2% | 19.2% |
| 1 year | -2.3% | -42.7% | 14.2% |
WTRG vs Sector: Essential Utilities, Inc. has outperformed the "Utilities" sector by 40.41% over the past year.
WTRG vs Market: Essential Utilities, Inc. has significantly underperformed the market by -16.45% over the past year.
Stable price: WTRG is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WTRG with weekly volatility of -0.044% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (38.05 $) is higher than the fair price (28.6 $).
Price is higher than fair: The current price (38.05 $) is 24.8% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (16.7) is lower than that of the sector as a whole (26.74).
P/E vs Market: The company's P/E (16.7) is lower than that of the market as a whole (61.8).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.72) is lower than that of the sector as a whole (2.41).
P/BV vs Market: The company's P/BV (1.72) is lower than that of the market as a whole (20.58).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (4.76) is higher than that of the sector as a whole (2.7).
P/S vs Market: The company's P/S indicator (4.76) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (14.18) is higher than that of the sector as a whole (11.75).
EV/Ebitda vs Market: The company's EV/Ebitda (14.18) is lower than that of the market as a whole (18.72).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 21.8% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (21.8%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-3.71%).
5.4. ROE
ROE vs Sector: The company's ROE (9.84%) is lower than that of the sector as a whole (13.84%).
ROE vs Market: The company's ROE (9.84%) is lower than that of the market as a whole (42.63%).
5.5. ROA
ROA vs Sector: The company's ROA (3.41%) is lower than that of the sector as a whole (3.44%).
ROA vs Market: The company's ROA (3.41%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (6.26%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.17%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.24% is higher than the average for the sector '3.11%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.24% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.24% has been growing over the last 5 years. Growth over 33 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (58.19%) are at a comfortable level.
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