Regulated Water
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5 / 10Stock Comparison
YORW vs AWK 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
YORW vs AWK 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 | $427M | $24.42B | $10.62B | $958M | $3.03B |
| Revenue (TTM) | $-18M | $5.21B | $2.55B | $199M | $679M |
| Net Income (TTM) | $21M | $1.10B | $557M | $44M | $134M |
| Gross Margin | 54.8% | 43.6% | 47.0% | 33.3% | 44.6% |
| Operating Margin | 35.8% | 36.5% | 35.0% | 28.1% | 30.8% |
| Forward P/E | 18.5x | 20.5x | 16.7x | 20.5x | 20.8x |
| Total Debt | $232M | $15.92B | $8.34B | $419M | $943M |
| Cash & Equiv. | $1K | $119M | $35M | $3M | $19M |
YORW vs AWK 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 |
|---|---|---|---|
| The York Water Comp… (YORW) | 100 | 66.7 | -33.3% |
| American Water Work… (AWK) | 100 | 98.5 | -1.5% |
| Essential Utilities… (WTRG) | 100 | 85.6 | -14.4% |
| Middlesex Water Com… (MSEX) | 100 | 76.0 | -24.0% |
| American States Wat… (AWR) | 100 | 94.1 | -5.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YORW vs AWK vs WTRG vs MSEX vs AWR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
YORW ranks third and is worth considering specifically for quality.
- 25.9% margin vs AWR's 19.7%
Among these 5 stocks, AWK doesn't own a clear edge in any measured category.
WTRG carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.
- Dividend streak 26 yrs, beta -0.35, yield 3.6%
- PEG 1.15 vs MSEX's 12.79
- Beta -0.35, yield 3.6%, 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%
- 124.1% 10Y total return vs AWK's 99.3%
- Lower volatility, beta -0.17, Low D/E 90.2%, current ratio 1.32x
- -1.4% vs MSEX's -11.8%
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 20.8x), PEG 1.15 vs 2.72 | |
| Quality / Margins | 25.9% margin vs AWR's 19.7% | |
| Stability / Safety | Lower D/E ratio (84.9% vs 146.9%) | |
| Dividends | 3.6% yield, 26-year raise streak, vs YORW's 3.0% | |
| Momentum (1Y) | -1.4% vs MSEX's -11.8% | |
| Efficiency (ROA) | 5.0% ROA vs WTRG's 2.9%, ROIC 8.0% vs 4.8% |
YORW vs AWK vs WTRG vs MSEX vs AWR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
YORW vs AWK 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 | -$18M | $5.2B | $2.6B | $199M | $679M |
| EBITDAEarnings before interest/tax | $42M | $2.8B | $1.3B | $81M | $259M |
| Net IncomeAfter-tax profit | $21M | $1.1B | $557M | $44M | $134M |
| Free Cash FlowCash after capex | -$30M | -$1.2B | -$489M | -$19M | $38M |
| Gross MarginGross profit ÷ Revenue | +54.8% | +43.6% | +47.0% | +33.3% | +44.6% |
| Operating MarginEBIT ÷ Revenue | +35.8% | +36.5% | +35.0% | +28.1% | +30.8% |
| Net MarginNet income ÷ Revenue | +25.9% | +21.2% | +21.8% | +22.1% | +19.7% |
| FCF MarginFCF ÷ Revenue | -24.3% | -23.1% | -19.1% | -9.7% | +5.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | +5.7% | +10.0% | +10.0% | +14.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +32.0% | -3.8% | -23.3% | -100.0% | +8.6% |
Valuation Metrics
WTRG leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 17.0x trailing earnings, WTRG trades at a 26% valuation discount to AWR's 22.9x P/E. Adjusting for growth (PEG ratio), WTRG offers better value at 1.18x vs MSEX's 13.66x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $427M | $24.4B | $10.6B | $958M | $3.0B |
| Enterprise ValueMkt cap + debt − cash | $659M | $40.2B | $18.9B | $1.4B | $3.9B |
| Trailing P/EPrice ÷ TTM EPS | 21.31x | 21.94x | 17.03x | 21.85x | 22.91x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.51x | 20.52x | 16.67x | 20.46x | 20.81x |
| PEG RatioP/E ÷ EPS growth rate | 11.70x | 2.78x | 1.18x | 13.66x | 2.99x |
| EV / EBITDAEnterprise value multiple | 15.71x | 14.50x | 14.13x | 15.82x | 15.66x |
| Price / SalesMarket cap ÷ Revenue | 5.51x | 4.75x | 4.29x | 4.92x | 4.60x |
| Price / BookPrice ÷ Book value/share | 1.78x | 2.25x | 1.53x | 1.89x | 2.86x |
| 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 | +8.9% | +10.1% | +8.2% | +9.1% | +13.1% |
| ROA (TTM)Return on assets | +3.2% | +3.1% | +2.9% | +3.2% | +5.0% |
| ROICReturn on invested capital | +4.6% | +5.5% | +4.8% | +4.7% | +8.0% |
| ROCEReturn on capital employed | +4.4% | +6.1% | +5.1% | +4.4% | +8.5% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 | 6 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.97x | 1.47x | 1.22x | 0.85x | 0.90x |
| Net DebtTotal debt minus cash | $232M | $15.8B | $8.3B | $416M | $924M |
| Cash & Equiv.Liquid assets | $1,000 | $119M | $35M | $3M | $19M |
| Total DebtShort + long-term debt | $232M | $15.9B | $8.3B | $419M | $943M |
| Interest CoverageEBIT ÷ Interest expense | 1.92x | 3.06x | 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 $10,855 today (with dividends reinvested), compared to $6,954 for YORW. Over the past 12 months, AWR leads with a -1.4% total return vs MSEX's -11.8%. The 3-year compound annual growth rate (CAGR) favors WTRG at -1.2% vs MSEX's -9.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -5.9% | -3.4% | -2.2% | +3.3% | +7.5% |
| 1-Year ReturnPast 12 months | -6.7% | -11.7% | -4.4% | -11.8% | -1.4% |
| 3-Year ReturnCumulative with dividends | -24.9% | -9.0% | -3.6% | -25.0% | -8.6% |
| 5-Year ReturnCumulative with dividends | -30.5% | -10.7% | -7.0% | -28.6% | +8.6% |
| 10-Year ReturnCumulative with dividends | +26.5% | +99.3% | +45.8% | +63.3% | +124.1% |
| CAGR (3Y)Annualised 3-year return | -9.1% | -3.1% | -1.2% | -9.1% | -2.9% |
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 0.10 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AWR currently trades 93.1% from its 52-week high vs MSEX's 82.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.10x | -0.48x | -0.35x | -0.08x | -0.17x |
| 52-Week HighHighest price in past year | $34.30 | $148.33 | $42.37 | $62.18 | $82.94 |
| 52-Week LowLowest price in past year | $28.26 | $121.28 | $36.32 | $44.17 | $69.45 |
| % of 52W HighCurrent price vs 52-week peak | +86.4% | +84.3% | +88.4% | +82.9% | +93.1% |
| RSI (14)Momentum oscillator 0–100 | 37.8 | 35.6 | 37.8 | 45.6 | 50.5 |
| Avg Volume (50D)Average daily shares traded | 174K | 1.7M | 2.6M | 158K | 299K |
Analyst Outlook
Evenly matched — YORW and WTRG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: YORW as "Hold", AWK as "Hold", WTRG as "Buy", MSEX as "Buy", AWR as "Hold". Consensus price targets imply 15.9% upside for AWR (target: $90) vs 3.8% for MSEX (target: $54). For income investors, WTRG offers the higher dividend yield at 3.56% vs AWR's 2.50%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $130.67 | $40.33 | $53.50 | $89.50 |
| # AnalystsCovering analysts | 4 | 29 | 18 | 4 | 10 |
| Dividend YieldAnnual dividend ÷ price | +3.0% | +2.6% | +3.6% | +2.7% | +2.5% |
| Dividend StreakConsecutive years of raises | 31 | 12 | 26 | 21 | 24 |
| Dividend / ShareAnnual DPS | $0.88 | $3.25 | $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.
YORW vs AWK vs WTRG vs MSEX vs AWR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is YORW or AWK 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. 0x 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 — YORW or AWK or WTRG or MSEX or AWR?
On trailing P/E, Essential Utilities, Inc.
(WTRG) is the cheapest at 17. 0x versus American States Water Company at 22. 9x. 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. 15x versus Middlesex Water Company's 12. 79x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — YORW or AWK or WTRG or MSEX or AWR?
Over the past 5 years, American States Water Company (AWR) delivered a total return of +8.
6%, compared to -30. 5% for The York Water Company (YORW). Over 10 years, the gap is even starker: AWR returned +124. 1% versus YORW's +26. 5%. 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 — YORW or AWK 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. 10β — meaning YORW is approximately -120% 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 — YORW or AWK 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 — YORW or AWK 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 YORW or AWK 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. 15x versus Middlesex Water Company's 12. 79x. 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. 8x for American States Water Company — 4. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AWR: 15. 9% to $89. 50.
08Which pays a better dividend — YORW or AWK or WTRG or MSEX or AWR?
All stocks in this comparison pay dividends.
Essential Utilities, Inc. (WTRG) offers the highest yield at 3. 6%, versus 2. 5% for American States Water Company (AWR).
09Is YORW or AWK 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). Both have compounded well over 10 years (AWK: +99. 3%, YORW: +26. 5%), 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 YORW and AWK 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: YORW is a small-cap quality compounder stock; AWK is a mid-cap quality compounder 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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