Regulated Water
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5 / 10Stock Comparison
AWK vs YORW vs WTRG vs MSEX vs AWR
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Water
Regulated Water
Regulated Water
Regulated Water
AWK vs YORW vs WTRG vs MSEX vs AWR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Water | Regulated Water | Regulated Water | Regulated Water | Regulated Water |
| Market Cap | $24.64B | $421M | $10.68B | $955M | $3.01B |
| Revenue (TTM) | $5.21B | $-18M | $2.55B | $199M | $679M |
| Net Income (TTM) | $1.10B | $21M | $557M | $44M | $134M |
| Gross Margin | 43.6% | 54.8% | 33.8% | 33.3% | 44.6% |
| Operating Margin | 36.5% | 35.8% | 35.0% | 28.1% | 30.8% |
| Forward P/E | 20.7x | 18.0x | 16.7x | 20.1x | 20.7x |
| Total Debt | $15.92B | $232M | $8.34B | $419M | $943M |
| Cash & Equiv. | $119M | $1K | $35M | $3M | $19M |
AWK vs YORW vs WTRG vs MSEX vs AWR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| American Water Work… (AWK) | 100 | 99.4 | -0.6% |
| The York Water Comp… (YORW) | 100 | 65.7 | -34.3% |
| Essential Utilities… (WTRG) | 100 | 86.2 | -13.8% |
| Middlesex Water Com… (MSEX) | 100 | 75.8 | -24.2% |
| American States Wat… (AWR) | 100 | 93.7 | -6.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AWK vs YORW vs WTRG vs MSEX vs AWR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, AWK doesn't own a clear edge in any measured category.
YORW ranks third and is worth considering specifically for quality.
- 25.9% margin vs AWR's 19.7%
WTRG carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.
- Dividend streak 26 yrs, beta -0.36, yield 3.5%
- PEG 1.16 vs MSEX's 12.58
- Beta -0.36, yield 3.5%, current ratio 0.80x
- 18.6% revenue growth vs MSEX's 1.5%
MSEX is the clearest fit if your priority is stability.
- Lower D/E ratio (84.9% vs 146.9%)
AWR is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 10.5%, EPS growth 6.3%, 3Y rev CAGR 10.2%
- 123.2% 10Y total return vs AWK's 100.9%
- Lower volatility, beta -0.17, Low D/E 90.2%, current ratio 1.32x
- -1.0% vs MSEX's -12.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.6% revenue growth vs MSEX's 1.5% | |
| Value | Lower P/E (16.7x vs 20.7x), PEG 1.16 vs 2.70 | |
| Quality / Margins | 25.9% margin vs AWR's 19.7% | |
| Stability / Safety | Lower D/E ratio (84.9% vs 146.9%) | |
| Dividends | 3.5% yield, 26-year raise streak, vs YORW's 3.0% | |
| Momentum (1Y) | -1.0% vs MSEX's -12.8% | |
| Efficiency (ROA) | 6.7% ROA vs WTRG's 3.1%, ROIC 8.0% vs 4.8% |
AWK vs YORW vs WTRG vs MSEX vs AWR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AWK vs YORW vs WTRG vs MSEX vs AWR — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AWR leads in 2 of 6 categories
YORW leads 1 • WTRG leads 1 • AWK leads 0 • MSEX leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
YORW leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AWK and YORW operate at a comparable scale, with $5.2B and -$18M in trailing revenue. YORW is the more profitable business, keeping 25.9% of every revenue dollar as net income compared to AWR's 19.7%. On growth, AWR holds the edge at +14.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $5.2B | -$18M | $2.6B | $199M | $679M |
| EBITDAEarnings before interest/tax | $2.8B | $42M | $1.2B | $81M | $259M |
| Net IncomeAfter-tax profit | $1.1B | $21M | $557M | $44M | $134M |
| Free Cash FlowCash after capex | -$1.2B | -$30M | -$489M | -$19M | -$34M |
| Gross MarginGross profit ÷ Revenue | +43.6% | +54.8% | +33.8% | +33.3% | +44.6% |
| Operating MarginEBIT ÷ Revenue | +36.5% | +35.8% | +35.0% | +28.1% | +30.8% |
| Net MarginNet income ÷ Revenue | +21.2% | +25.9% | +21.8% | +22.1% | +19.7% |
| FCF MarginFCF ÷ Revenue | -23.1% | -24.3% | -19.1% | -9.7% | -5.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +5.7% | -100.0% | +10.0% | +10.0% | +14.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -3.8% | +32.0% | -23.3% | -100.0% | +8.6% |
Valuation Metrics
WTRG leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 17.1x trailing earnings, WTRG trades at a 25% valuation discount to AWR's 22.8x P/E. Adjusting for growth (PEG ratio), WTRG offers better value at 1.19x vs MSEX's 13.62x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $24.6B | $421M | $10.7B | $955M | $3.0B |
| Enterprise ValueMkt cap + debt − cash | $40.4B | $653M | $19.0B | $1.4B | $3.9B |
| Trailing P/EPrice ÷ TTM EPS | 22.14x | 20.99x | 17.14x | 21.78x | 22.80x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.72x | 18.01x | 16.75x | 20.12x | 20.71x |
| PEG RatioP/E ÷ EPS growth rate | 2.81x | 11.52x | 1.19x | 13.62x | 2.98x |
| EV / EBITDAEnterprise value multiple | 14.58x | 15.56x | 14.18x | 15.79x | 15.61x |
| Price / SalesMarket cap ÷ Revenue | 4.79x | 5.43x | 4.32x | 4.91x | 4.58x |
| Price / BookPrice ÷ Book value/share | 2.27x | 1.75x | 1.54x | 1.89x | 2.84x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
AWR leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
AWR delivers a 13.1% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $8 for WTRG. MSEX carries lower financial leverage with a 0.85x debt-to-equity ratio, signaling a more conservative balance sheet compared to AWK's 1.47x. On the Piotroski fundamental quality scale (0–9), WTRG scores 6/9 vs YORW's 3/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +10.1% | +8.9% | +8.2% | +9.1% | +13.1% |
| ROA (TTM)Return on assets | +3.1% | +3.2% | +3.1% | +3.2% | +6.7% |
| ROICReturn on invested capital | +5.5% | +4.6% | +4.8% | +4.7% | +8.0% |
| ROCEReturn on capital employed | +6.1% | +4.4% | +5.1% | +4.4% | +8.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 6 | 4 | 6 |
| Debt / EquityFinancial leverage | 1.47x | 0.97x | 1.22x | 0.85x | 0.90x |
| Net DebtTotal debt minus cash | $15.8B | $232M | $8.3B | $416M | $924M |
| Cash & Equiv.Liquid assets | $119M | $1,000 | $35M | $3M | $19M |
| Total DebtShort + long-term debt | $15.9B | $232M | $8.3B | $419M | $943M |
| Interest CoverageEBIT ÷ Interest expense | 3.06x | 1.92x | 2.88x | 4.33x | 4.35x |
Total Returns (Dividends Reinvested)
AWR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AWR five years ago would be worth $10,732 today (with dividends reinvested), compared to $6,799 for YORW. Over the past 12 months, AWR leads with a -1.0% total return vs MSEX's -12.8%. The 3-year compound annual growth rate (CAGR) favors WTRG at -1.0% vs YORW's -9.5% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -2.5% | -7.3% | -1.6% | +3.0% | +7.0% |
| 1-Year ReturnPast 12 months | -12.5% | -9.4% | -4.7% | -12.8% | -1.0% |
| 3-Year ReturnCumulative with dividends | -8.2% | -25.9% | -3.0% | -25.2% | -9.0% |
| 5-Year ReturnCumulative with dividends | -8.1% | -32.0% | -6.2% | -28.4% | +7.3% |
| 10-Year ReturnCumulative with dividends | +100.9% | +25.0% | +46.5% | +62.9% | +123.2% |
| CAGR (3Y)Annualised 3-year return | -2.8% | -9.5% | -1.0% | -9.2% | -3.1% |
Risk & Volatility
Evenly matched — AWK and AWR each lead in 1 of 2 comparable metrics.
Risk & Volatility
AWK is the less volatile stock with a -0.48 beta — it tends to amplify market swings less than YORW's 0.08 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AWR currently trades 92.6% from its 52-week high vs MSEX's 82.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.48x | 0.08x | -0.36x | -0.12x | -0.17x |
| 52-Week HighHighest price in past year | $150.29 | $35.10 | $42.37 | $62.18 | $82.94 |
| 52-Week LowLowest price in past year | $121.28 | $28.26 | $36.32 | $44.17 | $69.45 |
| % of 52W HighCurrent price vs 52-week peak | +84.0% | +83.1% | +89.0% | +82.7% | +92.6% |
| RSI (14)Momentum oscillator 0–100 | 33.8 | 34.8 | 36.0 | 44.1 | 46.4 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 174K | 2.6M | 160K | 298K |
Analyst Outlook
Evenly matched — YORW and WTRG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AWK as "Hold", YORW as "Hold", WTRG as "Buy", MSEX as "Buy", AWR as "Hold". Consensus price targets imply 16.5% upside for AWR (target: $90) vs 4.1% for MSEX (target: $54). For income investors, WTRG offers the higher dividend yield at 3.53% vs AWR's 2.51%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $134.67 | — | $40.00 | $53.50 | $89.50 |
| # AnalystsCovering analysts | 29 | 4 | 18 | 4 | 10 |
| Dividend YieldAnnual dividend ÷ price | +2.6% | +3.0% | +3.5% | +2.7% | +2.5% |
| Dividend StreakConsecutive years of raises | 12 | 31 | 26 | 21 | 24 |
| Dividend / ShareAnnual DPS | $3.25 | $0.88 | $1.33 | $1.37 | $1.93 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +0.0% | 0.0% | 0.0% |
AWR leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). YORW leads in 1 (Income & Cash Flow). 2 tied.
AWK vs YORW vs WTRG vs MSEX vs AWR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AWK or YORW or WTRG or MSEX or AWR a better buy right now?
For growth investors, Essential Utilities, Inc.
(WTRG) is the stronger pick with 18. 6% revenue growth year-over-year, versus 1. 5% for Middlesex Water Company (MSEX). Essential Utilities, Inc. (WTRG) offers the better valuation at 17. 1x trailing P/E (16. 7x forward), making it the more compelling value choice. Analysts rate Essential Utilities, Inc. (WTRG) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AWK or YORW or WTRG or MSEX or AWR?
On trailing P/E, Essential Utilities, Inc.
(WTRG) is the cheapest at 17. 1x versus American States Water Company at 22. 8x. On forward P/E, Essential Utilities, Inc. is actually cheaper at 16. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Essential Utilities, Inc. wins at 1. 16x versus Middlesex Water Company's 12. 58x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — AWK or YORW or WTRG or MSEX or AWR?
Over the past 5 years, American States Water Company (AWR) delivered a total return of +7.
3%, compared to -32. 0% for The York Water Company (YORW). Over 10 years, the gap is even starker: AWR returned +123. 2% versus YORW's +25. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AWK or YORW or WTRG or MSEX or AWR?
By beta (market sensitivity over 5 years), American Water Works Company, Inc.
(AWK) is the lower-risk stock at -0. 48β versus The York Water Company's 0. 08β — meaning YORW is approximately -116% more volatile than AWK relative to the S&P 500. On balance sheet safety, Middlesex Water Company (MSEX) carries a lower debt/equity ratio of 85% versus 147% for American Water Works Company, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AWK or YORW or WTRG or MSEX or AWR?
By revenue growth (latest reported year), Essential Utilities, Inc.
(WTRG) is pulling ahead at 18. 6% versus 1. 5% for Middlesex Water Company (MSEX). On earnings-per-share growth, the picture is similar: American States Water Company grew EPS 6. 3% year-over-year, compared to -4. 5% for Middlesex Water Company. Over a 3-year CAGR, AWK leads at 10. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AWK or YORW or WTRG or MSEX or AWR?
The York Water Company (YORW) is the more profitable company, earning 25.
9% net margin versus 19. 8% for American States Water Company — meaning it keeps 25. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WTRG leads at 37. 2% versus 27. 9% for MSEX. At the gross margin level — before operating expenses — YORW leads at 54. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AWK or YORW or WTRG or MSEX or AWR more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Essential Utilities, Inc. (WTRG) is the more undervalued stock at a PEG of 1. 16x versus Middlesex Water Company's 12. 58x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Essential Utilities, Inc. (WTRG) trades at 16. 7x forward P/E versus 20. 7x for American Water Works Company, Inc. — 4. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AWR: 16. 5% to $89. 50.
08Which pays a better dividend — AWK or YORW or WTRG or MSEX or AWR?
All stocks in this comparison pay dividends.
Essential Utilities, Inc. (WTRG) offers the highest yield at 3. 5%, versus 2. 5% for American States Water Company (AWR).
09Is AWK or YORW or WTRG or MSEX or AWR better for a retirement portfolio?
For long-horizon retirement investors, American Water Works Company, Inc.
(AWK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 48), 2. 6% yield, +100. 9% 10Y return). Both have compounded well over 10 years (AWK: +100. 9%, YORW: +25. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AWK and YORW and WTRG and MSEX and AWR?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AWK is a mid-cap quality compounder stock; YORW is a small-cap income-oriented stock; WTRG is a mid-cap high-growth stock; MSEX is a small-cap quality compounder stock; AWR is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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