WallStSmart

Algonquin Power & Utilities Corp (AQN)vsEssential Utilities Inc (WTRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Essential Utilities Inc generates 2% more annual revenue ($2.47B vs $2.43B). WTRG leads profitability with a 24.9% profit margin vs 7.4%. WTRG trades at a lower P/E of 17.9x. WTRG earns a higher WallStSmart Score of 60/100 (C+).

AQN

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 7.0Quality: 4.0
Piotroski: 5/9Altman Z: 0.32

WTRG

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 6.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AQNUndervalued (+71.3%)

Margin of Safety

+71.3%

Fair Value

$22.99

Current Price

$6.16

$16.83 discount

UndervaluedFair: $22.99Overvalued
WTRGUndervalued (+47.6%)

Margin of Safety

+47.6%

Fair Value

$71.49

Current Price

$39.49

$32.00 discount

UndervaluedFair: $71.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AQN1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

WTRG5 strengths · Avg: 8.6/10
Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
17.9x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.7%8/10

15.7% revenue growth

Areas to Watch

AQN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
7.4%3/10

7.4% margin — thin

Debt/EquityHealth
1.393/10

Elevated debt levels

WTRG4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.772/10

Expensive relative to growth rate

EPS GrowthGrowth
-30.0%2/10

Earnings declined 30.0%

Free Cash FlowQuality
$-240.78M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AQN

The strongest argument for AQN centers on Price/Book.

Bull Case : WTRG

The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% demonstrates continued momentum.

Bear Case : AQN

The primary concerns for AQN are Revenue Growth, Return on Equity, Profit Margin.

Bear Case : WTRG

The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

AQN profiles as a value stock while WTRG is a growth play — different risk/reward profiles.

AQN carries more volatility with a beta of 0.89 — expect wider price swings.

WTRG is growing revenue faster at 15.7% — sustainability is the question.

AQN generates stronger free cash flow (-45M), providing more financial flexibility.

Bottom Line

WTRG scores higher overall (60/100 vs 46/100), backed by strong 24.9% margins and 15.7% revenue growth. AQN offers better value entry with a 71.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Algonquin Power & Utilities Corp

UTILITIES · UTILITIES - DIVERSIFIED · USA

Algonquin Power & Utilities Corp. The company is headquartered in Oakville, Canada.

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Essential Utilities Inc

UTILITIES · UTILITIES - REGULATED WATER · USA

Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.

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