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Essential Utilities, Inc. (WTRG) Stock Fundamental Analysis & AI Rating 2026

WTRG NYSE Water Supply PA CIK: 0000078128
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 WTRG Key Takeaways

Revenue: $2.5B
Net Margin: 24.9%
Free Cash Flow: $514.7M
Current Ratio: 0.80x
Debt/Equity: 1.18x
EPS: $2.20
AI Rating: HOLD with 65% confidence
Essential Utilities, Inc. (WTRG) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.5B, net profit margin of 24.9%, and return on equity (ROE) of 9.0%, Essential Utilities, Inc. demonstrates mixed fundamentals in the Utilities sector. Below is our complete WTRG stock analysis for 2026.

Is Essential Utilities, Inc. (WTRG) a Good Investment?

Claude

Essential Utilities demonstrates strong fundamental profitability with 37.2% operating margins and $514.7M free cash flow, but faces significant liquidity concerns with current ratio below 1.0 and minimal cash reserves relative to asset base. The extraordinary 145,209% revenue growth indicates major M&A activity that creates integration risk and uncertainty about normalized operating performance.

Why Buy Essential Utilities, Inc. Stock? WTRG Key Strengths

Claude
  • + Strong operating margin of 37.2% and net margin of 24.9% demonstrate pricing power in regulated utility sector
  • + Solid cash generation with $1.0B operating cash flow and positive $514.7M free cash flow supporting debt service
  • + Essential water utility business model provides stable, recurring revenue base with regulatory protection

WTRG Stock Risks: Essential Utilities, Inc. Investment Risks

Claude
  • ! Liquidity stress: current ratio of 0.80x and quick ratio of 0.77x below 1.0x with only $34.8M cash against $19.5B assets
  • ! Elevated debt burden with debt-to-equity of 1.18x and tight interest coverage ratio of 2.8x limiting financial flexibility
  • ! Extraordinary 145,209% revenue growth suggests major acquisition or merger with unclear integration risks and normalized earnings impact

Key Metrics to Watch

Claude
  • * Current ratio trend and cash position improvement post-M&A integration
  • * Interest coverage ratio stability amid changing rate environment
  • * Operating cash flow sustainability and free cash flow adequacy for capex and debt reduction

Essential Utilities, Inc. (WTRG) Financial Metrics & Key Ratios

Revenue
$2.5B
Net Income
$616.4M
EPS (Diluted)
$2.20
Free Cash Flow
$514.7M
Total Assets
$19.5B
Cash Position
$34.8M

💡 AI Analyst Insight

The 20.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

WTRG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 37.2%
Net Margin 24.9%
ROE 9.0%
ROA 3.2%
FCF Margin 20.8%

WTRG vs Utilities Sector: How Essential Utilities, Inc. Compares

How Essential Utilities, Inc. compares to Utilities sector averages

Net Margin
WTRG 24.9%
vs
Sector Avg 12.0%
WTRG Sector
ROE
WTRG 9.0%
vs
Sector Avg 10.0%
WTRG Sector
Current Ratio
WTRG 0.8x
vs
Sector Avg 0.8x
WTRG Sector
Debt/Equity
WTRG 1.2x
vs
Sector Avg 1.4x
WTRG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Essential Utilities, Inc. Stock Overvalued? WTRG Valuation Analysis 2026

Based on fundamental analysis, Essential Utilities, Inc. appears fundamentally strong relative to the Utilities sector in 2026.

Return on Equity
9.0%
Sector avg: 10%
Net Profit Margin
24.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.18x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Essential Utilities, Inc. Balance Sheet: WTRG Debt, Cash & Liquidity

Current Ratio
0.80x
Quick Ratio
0.77x
Debt/Equity
1.18x
Debt/Assets
0.0%
Interest Coverage
2.80x
Long-term Debt
$8.1B

WTRG Revenue & Earnings Growth: 5-Year Financial Trend

WTRG 5-year financial data: Year 2021: Revenue $1.9B, Net Income $224.5M, EPS $1.04. Year 2022: Revenue $2.3B, Net Income $284.8M, EPS $1.12. Year 2023: Revenue $2.3B, Net Income $431.6M, EPS $1.67. Year 2024: Revenue $2.3B, Net Income $465.2M, EPS $1.77. Year 2025: Revenue $2.5B, Net Income $498.2M, EPS $1.86.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Essential Utilities, Inc.'s revenue has grown significantly by 32% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.86 reflects profitable operations.

WTRG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
20.8%
Free cash flow / Revenue

WTRG Quarterly Earnings & Performance

Quarterly financial performance data for Essential Utilities, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $435.3M $69.4M $0.25
Q2 2025 $434.4M $75.4M $0.28
Q1 2025 $612.1M $265.8M $0.97
Q3 2024 $411.3M $69.4M $0.25
Q2 2024 $434.4M $75.4M $0.28
Q1 2024 $612.1M $191.4M $0.72
Q3 2023 $411.3M $68.6M $0.26
Q2 2023 $436.7M $82.3M $0.31

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Essential Utilities, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.0B
Cash generated from operations
Stock Buybacks
$2.3M
Shares repurchased (TTM)
Capital Expenditures
$495.7M
Investment in assets
Dividends Paid
$373.8M
Returned to shareholders

WTRG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Essential Utilities, Inc. (CIK: 0000078128)

📋 Recent SEC Filings

Date Form Document Action
Mar 25, 2026 8-K d123052d8k.htm View →
Mar 17, 2026 DEF 14A e26008_wtrg-def14a.htm View →
Mar 9, 2026 8-K e26097_wtrg-8k.htm View →
Feb 26, 2026 10-K wtrg-20251231x10k.htm View →
Feb 26, 2026 8-K e26072_wtrg-8k.htm View →

Frequently Asked Questions about WTRG

What is the AI rating for WTRG?

Essential Utilities, Inc. (WTRG) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WTRG's key strengths?

Claude: Strong operating margin of 37.2% and net margin of 24.9% demonstrate pricing power in regulated utility sector. Solid cash generation with $1.0B operating cash flow and positive $514.7M free cash flow supporting debt service.

What are the risks of investing in WTRG?

Claude: Liquidity stress: current ratio of 0.80x and quick ratio of 0.77x below 1.0x with only $34.8M cash against $19.5B assets. Elevated debt burden with debt-to-equity of 1.18x and tight interest coverage ratio of 2.8x limiting financial flexibility.

What is WTRG's revenue and growth?

Essential Utilities, Inc. reported revenue of $2.5B.

Does WTRG pay dividends?

Essential Utilities, Inc. pays dividends, with $373.8M distributed to shareholders in the trailing twelve months.

Where can I find WTRG SEC filings?

Official SEC filings for Essential Utilities, Inc. (CIK: 0000078128) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WTRG's EPS?

Essential Utilities, Inc. has a diluted EPS of $2.20.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WTRG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Essential Utilities, Inc. has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WTRG stock overvalued or undervalued?

Valuation metrics for WTRG: ROE of 9.0% (sector avg: 10%), net margin of 24.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy WTRG stock in 2026?

Our dual AI analysis gives Essential Utilities, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WTRG's free cash flow?

Essential Utilities, Inc.'s operating cash flow is $1.0B, with capital expenditures of $495.7M. FCF margin is 20.8%.

How does WTRG compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 24.9% (avg: 12%), ROE 9.0% (avg: 10%), current ratio 0.80 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI