Essential Utilities Stock Alpha and Beta Analysis
| WTRG Stock | USD 39.50 0.36 0.92% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Essential Utilities. It also helps investors analyze the systematic and unsystematic risks associated with investing in Essential Utilities over a specified time horizon. Remember, high Essential Utilities' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Essential Utilities' market risk premium analysis include:
Beta 0.19 | Alpha 0.0369 | Risk 1.68 | Sharpe Ratio 0.047 | Expected Return 0.0788 |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Essential |
Essential Utilities Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Essential Utilities market risk premium is the additional return an investor will receive from holding Essential Utilities long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Essential Utilities. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Essential Utilities' performance over market.| α | 0.04 | β | 0.19 |
Essential Utilities expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Essential Utilities' Buy-and-hold return. Our buy-and-hold chart shows how Essential Utilities performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Essential Utilities Market Price Analysis
Market price analysis indicators help investors to evaluate how Essential Utilities stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Essential Utilities shares will generate the highest return on investment. By understating and applying Essential Utilities stock market price indicators, traders can identify Essential Utilities position entry and exit signals to maximize returns.
Essential Utilities Return and Market Media
The median price of Essential Utilities for the period between Sun, Dec 15, 2024 and Sat, Mar 15, 2025 is 35.88 with a coefficient of variation of 5.03. The daily time series for the period is distributed with a sample standard deviation of 1.83, arithmetic mean of 36.33, and mean deviation of 1.55. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Essential Utilities to Report Financial Results for Full Year 2024 | 12/18/2024 |
2 | Aqua Pennsylvania Awarded Nearly 29 Million in Funding to Remove PFAS from Drinking Water Across Commonwealth | 01/27/2025 |
3 | Acquisition by Daniel Schuller of 10083 shares of Essential Utilities subject to Rule 16b-3 | 02/05/2025 |
4 | Disposition of 530 shares by Robert Rubin of Essential Utilities at .49 subject to Rule 16b-3 | 02/13/2025 |
5 | Essential Utilities FY 2024 Earnings Preview | 02/25/2025 |
6 | Essential Utilities Reports Financial Results for Full Year 2024 | 02/26/2025 |
7 | Essential Utilities Q4 Earnings Revenues Beat Estimates, Rise YY | 02/27/2025 |
8 | Essential Utilities Inc Appoints Ed Vallejo as New Investor Relations Director | 02/28/2025 |
| Essential Utilities dividend paid on 3rd of March 2025 | 03/03/2025 |
10 | Essential Utilities Inc Shares Up 3.38 percent on Mar 7 | 03/07/2025 |
11 | US Bancorp DE Trims Stock Position in Essential Utilities, Inc. - Defense World | 03/12/2025 |
About Essential Utilities Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Essential or other stocks. Alpha measures the amount that position in Essential Utilities has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Dividend Yield | 0.0231 | 0.0317 | 0.0348 | 0.0295 | Price To Sales Ratio | 5.47 | 4.86 | 4.77 | 3.56 |
Essential Utilities Upcoming Company Events
As portrayed in its financial statements, the presentation of Essential Utilities' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Essential Utilities' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Essential Utilities' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Essential Utilities. Please utilize our Beneish M Score to check the likelihood of Essential Utilities' management manipulating its earnings.
| 26th of February 2024 Upcoming Quarterly Report | View | |
| 13th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Essential Utilities
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
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Check out Essential Utilities Backtesting, Essential Utilities Valuation, Essential Utilities Correlation, Essential Utilities Hype Analysis, Essential Utilities Volatility, Essential Utilities History and analyze Essential Utilities Performance. For more detail on how to invest in Essential Stock please use our How to Invest in Essential Utilities guide.You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Essential Utilities technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.