Water Companies & Utilities – Industry Analysis, Statistics, Trends, and Forecasts

See the following sections listed below to view available resources by category:

For guides to other industries, see our index of over 400 industries.

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Industry Analysis, Statistics, Trends, and Forecasts

• Market size and major product and service segments
• Key industry statistics, trends, and financial ratios
• Operating conditions and current performance
• Competitive landscape and environment
• Major company profiles and market shares
• Five-year outlook and growth forecasts

Environmental Business International, Inc.
Waterview Report
https://ebionline.org/

Comprehensive report analyzes the current state and future of the water and wastewater industries, with topics addressed in the report including industry trends and strategies, analysis of markets and end-users, water rights and wholesaling, productivity and information technology, treatment works and equipment, and profiles of leading suppliers. Detailed table of contents is available free online.

American Waterworks Association
Publications available from this trade association include:

Journal AWWA
http://www.awwa.org/
Monthly magazine features news and information for the water and wastewater industry, with topics covered in the magazine including industry developments, management practices, emerging issues, treatment processes, distribution systems, infrastructure, customer service, and regulatory matters. Selected feature articles from current and past issues of this publication can be viewed free online.

AWWA State of the Industry Report
http://www.awwa.org/
Annual survey identifies and explores significant challenges facing the industry and provides users with data and analysis to help them in developing strategies to deal with these issues, with topics covered in the report including current health, issues facing participants, resources management, system stewardship, communications with the public, regulatory concerns, and workforce issues.

Mazars USA LLP
U.S. Water Industry Outlook
https://mazarsusa.com/

Annual survey provides insights into the perspectives of water professionals and stakeholders from both an operational and financial standpoint, with topics covered in the report including water supply, aging of infrastructure, key revenue and operating cost drivers, rate increases, financing availability, challenges facing participants, role of technology, and primary drivers for investments in technology.

BizMiner Market Analysis Reports
Water Supply Systems / Sewage Treatment Facilities
https://www.bizminer.com  Search for "2213" to see available reports

Market analysis reports provide industry statistics for a user-defined area on a national, state, county, metro area, or zip code level, with data provided including number of companies, market volume and sales trends, average company sales, sales per employee, staffing and employment trends, average employee wage, and business start up activity and failure rates. Sample report can be viewed online.

Financial Statements and Financial Ratios

BizMiner Industry Financial Ratios
Water Supply Systems / Sewage Treatment Facilities
https://www.bizminer.com  Search for "2213" to see available reports

• Income and expenses in dollars and percentages
• Balance sheets in dollars and percentages
• Profitability and return on investment ratios
• Liquidity and working capital ratios
• Asset turnover and efficiency ratios
• Capital structure and debt service ratios

IBISWorld Research Reports
Industry Financial Ratios
(see links for individual reports)

Key statistics section of these reports provides detailed income statements and balance sheets on a common-size basis and an array of industry financial ratios, with the financial ratio data presented on an annual basis for the four most recent years for which data is available and on a historical average basis over three-year, five-year, and ten-year time periods. Sample report can be viewed free online.

American Waterworks Association
Benchmarking Performance Indicators: Survey Data and Analysis Report
http://www.awwa.org/

Benchmarking survey allows users to compare their organization's performance with other similar organizations, with financial benchmarks covered in the survey including operating ratio, return on assets, cash reserve in days, debt service coverage ratio, and operating and maintenance costs for water and sewage operations by customer account, millions of gallons, and 100 miles of pipe.

Compensation and Salary Surveys

American Waterworks Association
Compensation Surveys
http://www.awwa.org/

Individual compensation surveys for large, medium, and small water and wastewater utilities provide detailed information on salaries, salary ranges, and compensation practices for these organizations, with compensation data filterable by type of ownership or management, utility services provided (i.e., water only, combined services), total number of customers served, and total number of employees.

ERI Economic Research Institute
Utilities Salary Survey
https://www.erieri.com/

Annual salary survey provides base salary, incentive/variable pay, and total direct compensation data for personnel employed by water and sewage treatment facilities, with job titles covered by the survey including utilities superintendant; water treatment plant manager, operator, and tender; meter installer and repairer; sewage treatment plant operator and attendant; and maintenance manager and worker.

BV Guides and Databases

 »   Search M&A databases with free "Visitor Search" to find private company sales transaction data.

Hayward Consulting Group
Resources available from this organization include:

Valuing A Water Utility, 3rd Edition
David L. Hayward, Infinity Publishing Company, 2013
http://haywardconsultinggroup.com/
Comprehensive guide covers the approaches applicable to valuing regulated utilities, with topics covered in the guide including legal and financial framework, basics of regulation and ratemaking, small utility issues, analyzing historical performance, estimating economic benefits, capitalization and discount rates, and valuation methods and procedures. Table of contents is available online.

FinMod Valuation Model
http://haywardconsultinggroup.com/
Excel-based model analyzes the value of a utility using 12 different valuation methods, with methods used in the model including enterprise discounted cash flow; capitalized earnings (no, constant, and variable growth); original, replacement, and composite cost less depreciation; economic profit; and market transaction based (dollars per customer, capital/EBITDA, sales/EBITDA, and capital/EBIT).

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