Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.135
Neutral
RSI(14)
43.873
Neutral
STOCH(KDJ)(9,3,3)
58.940
Neutral
ATR(14)
0.876
Low Volatility
CCI(14)
-10.243
Neutral
Williams %R
67.647
Sell
TRIX(12,20)
-0.156
Sell
StochRSI(14)
0.000
Sell
Essential Utilities Inc
WTRG37.925USD
-0.745-1.93%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
10.73BMarket Cap
15.76P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Essential Utilities Inc
Currency: USD Updated: 2025-12-19Key Insights
Essential Utilities Inc's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 4/13 in the Water & Related Utilities industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 43.32.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Essential Utilities Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
9
analysts
Buy
Current Rating
43.320
Target Price
+15.64%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Essential Utilities Inc Highlights
StrengthsRisks
Essential Utilities, Inc. is the holding company for regulated utilities providing water, wastewater, or natural gas services. The Company’s segments include Regulated Water and Regulated Natural Gas. The Regulated Water segment consists of eight operating segments representing its water and wastewater regulated utility companies, which are organized by the states where the Company provides water and wastewater services. The Regulated Natural Gas segment consists of one operating segment representing natural gas utility companies for which the Company provides natural gas distribution services. It provides services in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, and Kentucky under the Aqua and Peoples brands. The Company also operates market-based activities, conducted through its non-regulated subsidiaries, that provide utility service line protection solutions and repair services to households and gas marketing and production activities.
Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 2.09B.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 2.09B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 44.09%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 44.09%.
Undervalued
The company’s latest PE is 15.76, at a low 3-year percentile range.
Institutional Buying
The latest institutional holdings are 237.11M shares, increasing 1.00% quarter-over-quarter.
Held by ETHSX
Star Investor ETHSX holds 12.46K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-19The current financial score of Essential Utilities Inc is 7.20, ranking 9/13 in the Water & Related Utilities industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 476.97M, representing a year-over-year increase of 9.58%, while its net profit experienced a year-over-year increase of 32.67%.
Score
Financials
6.09
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
8.18
Operational Efficiency
8.61
Growth Potential
6.29
Shareholder Returns
6.82
Essential Utilities Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Essential Utilities Inc is 8.05, ranking 4/13 in the Water & Related Utilities industry. Its current P/E ratio is 15.76, which is 75.21% below the recent high of 27.61 and 2.23% above the recent low of 15.41.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 4/13
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19The current earnings forecast score of Essential Utilities Inc is 7.33, ranking 9/13 in the Water & Related Utilities industry. The average price target for Essential Utilities Inc is 43.00, with a high of 45.00 and a low of 42.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
9
analysts
Buy
Current Rating
43.320
Target Price
+15.64%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
14
Total
3
Median
5
Average
Company name
Ratings
Analysts
Essential Utilities Inc
WTRG
9
American Water Works Company Inc
AWK
15
WaterBridge Infrastructure LLC
WBI
11
WaterBridge Infrastructure LLC
WBI
11
California Water Service Group
CWT
4
1
2
3
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-19The current price momentum score of Essential Utilities Inc is 6.89, ranking 6/13 in the Water & Related Utilities industry. Currently, the stock price is trading between the resistance level at 39.93 and the support level at 36.44, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
38.470
Sell
MA10
37.982
Sell
MA20
38.561
Sell
MA50
39.394
Sell
MA100
39.048
Sell
MA200
38.842
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Essential Utilities Inc is 7.00, ranking 3/13 in the Water & Related Utilities industry. The latest institutional shareholding proportion is 83.79%, representing a quarter-over-quarter increase of 5.23%. The largest institutional shareholder is The Vanguard, holding a total of 30.99M shares, representing 10.95% of shares outstanding, with 4.08% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
CPP Investments
Nordea Funds Oy
Geode Capital Management, L.L.C.
BlackRock Asset Management Ireland Limited
Amundi Asset Management, SAS
First Trust Advisors L.P.
Pictet Asset Management Ltd.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of Essential Utilities Inc is 9.68, ranking 3/13 in the Water & Related Utilities industry. The company's beta value is 0.80. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.80
VaR
+2.27%
240-Day Maximum Drawdown
+11.38%
240-Day Volatility
+23.75%
Return
Best Daily Return
60 days
+3.75%
120 days
+3.75%
5 years
+5.93%
Worst Daily Return
60 days
-3.40%
120 days
-3.40%
5 years
-5.22%
Sharpe Ratio
60 days
+0.18
120 days
+0.31
5 years
+0.12
Risk Assessment
Maximum Drawdown
240 days
+11.38%
3 years
+31.49%
5 years
+39.30%
Return-to-Drawdown Ratio
240 days
+0.62
3 years
-0.21
5 years
-0.06
Skewness
240 days
+0.17
3 years
+0.19
5 years
+0.15
Volatility
Realised Volatility
240 days
+23.75%
5 years
+22.26%
Standardised True Range
240 days
+2.15%
5 years
+2.26%
Downside Risk-Adjusted Return
120 days
+54.79%
240 days
+54.79%
Maximum Daily Upside Volatility
60 days
+16.05%
Maximum Daily Downside Volatility
60 days
+15.47%
Liquidity
Average Turnover Rate
60 days
+0.70%
120 days
+0.65%
5 years
--
Turnover Deviation
20 days
+30.74%
60 days
+20.68%
120 days
+12.44%
Peer Comparison
Water & Related Utilities
Essential Utilities Inc
WTRG
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
California Water Service Group
CWT
8.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Consolidated Water Co Ltd
CWCO
8.15 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP
SBS
7.58 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
York Water Co
YORW
7.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
American Water Works Company Inc
AWK
7.39 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Essential Utilities Inc?
The TradingKey Stock Score provides a comprehensive assessment of Essential Utilities Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Essential Utilities Inc’s performance and outlook.
How do we generate the financial health score of Essential Utilities Inc?
To generate the financial health score of Essential Utilities Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Essential Utilities Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Essential Utilities Inc.
How do we generate the company valuation score of Essential Utilities Inc?
To generate the company valuation score of Essential Utilities Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Essential Utilities Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Essential Utilities Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Essential Utilities Inc.
How do we generate the earnings forecast score of Essential Utilities Inc?
To calculate the earnings forecast score of Essential Utilities Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Essential Utilities Inc’s future.
How do we generate the price momentum score of Essential Utilities Inc?
When generating the price momentum score for Essential Utilities Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Essential Utilities Inc’s prices. A higher score indicates a more stable short-term price trend for Essential Utilities Inc.
How do we generate the institutional confidence score of Essential Utilities Inc?
To generate the institutional confidence score of Essential Utilities Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Essential Utilities Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Essential Utilities Inc.
How do we generate the risk management score of Essential Utilities Inc?
To assess the risk management score of Essential Utilities Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Essential Utilities Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Essential Utilities Inc.
