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WTRG

NYSE
Neutral · 57/100

Essential Utilities Inc

Utilities
Utilities

$38.78

1.5%

Updated Today 3:42 PM ET

Report Card

WTRG at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Neutral · 57/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▲ Up 4.4% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$10.75B

P/E

20.17x

Forward P/E (est.)

22.82x

ROE

8.2%

Revenue Growth

13.1%

EPS Growth

-11.6%

Profit Margin

21.8%

FCF Yield

7.9%

Debt / Equity

1.21x

ROIC

7.0%

Interest Coverage

2.8x

Current Ratio

0.95x

Dividend Yield

3.6%

Implied Growth (rev. DCF)

Rating Score

57/100

Business Overview
Research

Essential Utilities Inc (WTRG) is a large-cap company in the Utilities industry, part of the Utilities sector of the S&P 500, with a market value around $10.75B.

In its latest reported year it generated about $2.47B in revenue and $616.37M in net profit.

Our model rates WTRG Neutral (57/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Economic Moat

Evidence of durable competitive advantage in the filed financials (10 years of history).

Narrow moat signalsMoat evidence score: 62/100

Some durable-advantage evidence, but not across the board — dig into which ingredient is weak and whether it's cyclical or structural.

Operating margin level100/100

35.7% average over the last 3 years

Operating margin stability48/100

±4.1 pts around 35.7% across 10 years

Revenue durability69/100

grew in 7 of the last 9 year-over-year periods

Free-cash-flow consistency60/100

positive in 8 of 10 years

Return on invested capital10/100

7.0% latest fiscal year

A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what WTRG's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. WTRG trades near $38.78, around its 50-day average ($37.69) and 200-day average ($38.91). Price tangled in its moving averages means there is no clear trend — the stock is ranging.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 57 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. WTRG's is $0.93 (~2.4% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month WTRG found buyers near $36.34 (support) and sellers near $39.61 (resistance); its 52-week range is $36.11–$42.37. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.3× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

7.1%

2/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $819.88M in 2016 to $2.47B in 2025, a 13.1% compound annual growth rate. The most recent year grew a steady 13.1% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research
2/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

49.3%

Operating Margin

37.2%

Net Margin

24.9%

ROE

8.2%

Essential Utilities Inc keeps about 21.8% of each sales dollar as net profit, with a 49.3% gross margin and 37.2% operating margin. Return on equity is 8.2% and return on invested capital about 7.0%. Margins this wide usually signal pricing power or a cost advantage.

Debt Analysis
Research
1/4 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+Short-term bills covered

Total Debt

$3.06B

Net Debt

$2.99B

Net Debt / EBITDA

3.24x

Debt / Equity

1.21x

Leverage: debt-to-equity is 1.2x, and operating profit covers interest about 2.8x, with a current ratio of 0.9x. That is a moderate, manageable debt load for most businesses. It carries roughly $3.06B of total debt against $75.93M of cash.

Cash Flow Analysis
Research
2/2 checks passedPositive free cash flowFCF yield above 2%

Operating CF

$1.01B

Free Cash Flow

$1.01B

FCF Margin

40.8%

In the latest year Essential Utilities Inc produced about $1.01B of operating cash flow and $1.01B of free cash flow after capital spending. That is a free-cash-flow yield of about 7.9% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Dividend Safety

Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.

SafeSafety score: 92/100

The payout is comfortably covered by cash the business actually generates, with a raise habit behind it.

Dividend yield

3.6%

Per share (latest FY)

$1.34

Total paid (latest FY)

$373.82M

History on record

10 years

Free-cash-flow coverage100/100

dividend uses 37% of free cash flow

Earnings payout ratio62/100

61% of net income paid out

Raise streak100/100

total dividends increased 9 years in a row

Cut history100/100

no cuts in the last 10 years on record

Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.

Valuation Analysis
Research
2/3 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)

P/E

20.17x

P/S

4.54x

P/B

1.58x

EV / EBITDA

10.27x

WTRG trades at 20.2x trailing earnings (about 22.8x on estimated forward earnings), 4.5x sales, and 1.6x book value. That is a fairly typical valuation for a profitable company.

Metrics vs. Sector Range

Where WTRG sits versus its Utilities sector peers in the S&P 500.

TTM P/E
20.2xFair
Forward P/E
22.8xFair
P/S ratio
4.5xExpensive
Revenue growth
13.1%Strong
EPS growth
-11.6%Weak
Gross margin
49.3%Strong
Net margin
21.8%Strong
ROE
8.2%Weak

Bands show the middle half (25th–75th percentile) of the 38 Utilities companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How WTRG stacks up against its Utilities peers — valuation, profitability, and growth versus the sector median.

In the Utilities sector (47 S&P 500 companies), WTRG ranks #13 of 47 by our overall rating. It trades at roughly in line versus the sector on earnings (20.2x P/E vs. 22.1x median) with a lower return on equity (8.2% vs. 10.3%) and faster revenue growth (13.1% vs. 8.8%).

P/E vs sector

20.2x

median 22.1x

ROE vs sector

8.2%

median 10.3%

Growth vs sector

13.1%

median 8.8%

Sector rank

#13

of 47 by rating

CompanyP/ERev Gr.Rating
WTRGThis stock20.2x13.1%Neutral· 57
OGE22.3x4.1%Neutral· 49
EMA22.6x13.4%Neutral· 55
KEP2.8x3.4%Neutral· 47
SBS12.1x-20.9%Favorable· 67
FTS23.1x4.3%Neutral· 50
NGG18.9x-6.2%Neutral· 46
ENLTNot rated
Utilities median22.1x8.8%50/100

Valuation vs. quality map

sector medianOGEEMAKEPSBSFTSNGGWTRGP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Utilities companies by sub-industry and size. Sector median is across all 47 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $38.78 today · expected CAGR 5%16%

Metric20262027202820292030
Revenue$2.80B$3.16B$3.57B$4.03B$4.56B
Net income$699.08M$789.96M$892.65M$1.01B$1.14B
EPS$2.52$2.85$3.22$3.64$4.11
Share price (low)$30.26$34.19$38.63$43.66$49.33
Share price (high)$50.43$56.98$64.39$72.76$82.22
CAGR (low–high)-22% / 30%-6% / 21%-0% / 18%3% / 17%5% / 16%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for WTRG:

  • Revenue is growing 13.1% a year, a sign of real demand.
  • High net margins (21.8%) point to pricing power or efficiency.
  • Healthy free-cash-flow yield (~7.9%) funds buybacks and dividends.
  • Pays a 3.6% dividend on top of any price gains.
Bear Case

The case against WTRG:

  • Interest coverage is thin (2.8x), so debt costs bite.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Balance-sheet risk — debt/equity of 1.2x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Essential Utilities Inc is a large-cap utilities business still growing nicely, with solid profitability, and a heavier debt load to watch. It trades at 20.2x earnings, which our model scores Neutral (57/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Analyst Ratings

What 13 Wall Street analysts covering WTRG recommend (July 2026). Consensus is a useful sanity check — not a substitute for your own homework.

Buy
consensus · score 3.8 / 5 across 13 analysts
Strong Buy 3Buy 5Hold 4Sell 1Strong Sell 0

Analysts have turned more positive over the last three months (+8 pts of buy ratings).

Latest SEC Filings

WTRG's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.

In the Idea Lab

WTRG — frequently asked questions

Is WTRG a good stock to buy?

We don't give buy or sell advice. Our model rates Essential Utilities Inc Neutral (57/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is WTRG's rating on The Stocks School?

Essential Utilities Inc currently scores 57/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does WTRG's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Essential Utilities Inc's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for WTRG calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this WTRG analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell WTRG. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.