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WTRG

Essential Utilities Inc
Chart
39.61 USD
Latest Week 2026-07-24
UtilitiesUtilities - Regulated WaterLARGE
Snapshot 2026-07-26 · 0.6w · Fresh
0.33
OS Score
32.0%
Value
69.0%
Quality
33.0%
Momentum
6/9
F-Score
0.470
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
4 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
Rev +13%
🔄
Shareholder Yield
✗
💰
High Yield
Div 3.5%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 19%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.82
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
32.0%ile
P/E
20.2×
P/S
4.4×
P/B
1.6×
E/P
0.0470
FCF Yield
0.125
EBITDA/EV
0.069
SH Yield
0.012
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
72.00000000
/100 — 1=cheapest
VC2 (Trending Value)
73.00000000
/100
VC3 (Buyback)
74.00000000
/100
FCF yield of 12.5% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
69.0%ile
ROE
0.081
ROA
0.028
Net Margin
0.218
Op Margin
0.361
GPA
0.061
D/E
1.87
Current
0.95
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.131
Earn Growth
-0.092
Stability
0.530
lower=better
Accruals
-0.021
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
33.0%ile
6M Return
2.9%
12M Return
10.7%
12-1 Mom
8.0%
Risk-Adj
0.42
Vol 252d
18.8%
Vol 60d
41.2%
↑ Expanding
Max DD 12M
-11.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (41%) is expanding vs long-term (19%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.33
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Utilities · 107 peers
Sector Value %ile
34.3%
Sector Quality %ile
67.6%
P/E z-score
-0.13
P/B z-score
-0.34
Sector Avg OS
51.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
SBS Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR 97.0% 97.0% 70.0% 87.0%
EIX Edison International 96.0% 86.0% 79.0% 86.0%
AXIA AXIA Energia 96.0% 90.0% 69.0% 93.0%
CIG Companhia Energetica de Minas Gerais CEMIG Pref ADR 95.0% 98.0% 64.0% 73.0%
ENIC Enel Chile SA ADR 94.0% 91.0% 65.0% 81.0%
ELPC Companhia Paranaense de Energia - COPEL 91.0% 96.0% 29.0% 89.0%
NGG National Grid PLC ADR 91.0% 83.0% 74.0% 69.0%
ED Consolidated Edison Inc 90.0% 79.0% 77.0% 66.0%
Factor Interactions
Volatility Expanding
60-day vol (41%) significantly exceeds 252-day (19%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
59.1% avg (7 factors)
Quality
C
47.3% avg (8 factors)
Momentum
D
41.5% avg (4 factors)
Risk
A
85.4% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.330—0—
Value %ile0.320—0—
Quality %ile0.690—0—
Momentum %ile0.330—0—
F-Score6.000—0—
Confidence0.958—8—
Volatility0.188—8—
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
20.17
Earnings Yield (E/P)
0.0470
Price / Sales
4.40
Price / Book
1.63
Price / Cash Flow
11.51
FCF Yield
12.5%
EBITDA / EV
6.9%
Sales Yield (1/P·S)
0.1302
Shareholder Yield
Div + net buyback / mktcap
1.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
8.1%
Return on Assets
2.8%
Net Margin
21.8%
Operating Margin
36.1%
Gross Profit / Assets
Novy-Marx GPA
6.1%
Debt / Equity
1.87
Current Ratio
0.95
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.021
External Financing
Net issuance — lower=better
0.013
MomentumPrice trend strength over different horizons
6M Return
2.9%
12M Return
10.7%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
8.0%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.42
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
13.1%
Earnings Growth (YoY)
-9.2%
Earnings Stability (CV)
Lower = more stable
0.530
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
6
Dividend Yield
3.5%
Buyback Yield
-2.2%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
72
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
73
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
74
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity