SJW:NYE-SJW Group (DE) (USD)

EQUITY | Utilities - Regulated Water | New York Stock Exchange

Last Closing

USD 51.99

Change

+0.31 (+0.60)%

Market Cap

USD 1.12B

Volume

0.21M

Analyst Target

USD 70.20
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

SJW Group along with its subsidiaries is engaged in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water. Its operating business segments are Water Utility Services and Real Estate Investment.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Utilities - Regulated Water

Symbol Name Price(Change) Market Cap
AWK American Water Works

+0.28 (+0.21%)

USD 25.38B
WTRG Essential Utilities Inc

+0.22 (+0.59%)

USD 10.11B
SBS Companhia de Saneamento Basico..

+0.51 (+3.84%)

USD 9.65B
UUGWF United Utilities Group PLC

N/A

USD 9.54B
UUGRY United Utilities Group PLC ADR

-0.66 (-2.48%)

USD 9.20B
CWT California Water Service Group

-0.06 (-0.12%)

USD 2.77B
AWR American States Water Company

-0.19 (-0.27%)

USD 2.65B
ARIS Aris Water Solutions Inc

-0.16 (-1.09%)

USD 0.86B

ETFs Containing SJW

KSCD 0.00 % 0.00 %

N/A

N/A
WTRX 0.00 % 0.80 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Water) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -20.44% 13% F 9% A-
Dividend Return 1.22% 63% D 42% F
Total Return -19.22% 13% F 9% A-
Trailing 12 Months  
Capital Gain -27.66% 13% F 9% A-
Dividend Return 2.17% 50% F 33% F
Total Return -25.49% 13% F 9% A-
Trailing 5 Years  
Capital Gain -16.33% 14% F 29% F
Dividend Return 11.26% 83% B 42% F
Total Return -5.07% 14% F 25% F
Average Annual (5 Year Horizon)  
Capital Gain -1.00% 50% F 35% F
Dividend Return 1.08% 50% F 34% F
Total Return 2.08% 88% B+ 46% F
Risk Return Profile  
Volatility (Standard Deviation) 14.46% 75% C 66% D+
Risk Adjusted Return 7.48% 50% F 33% F
Market Capitalization 1.12B 38% F 63% D

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Water) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.90 63% 39%
Price/Book Ratio 1.37 88% 56%
Price / Cash Flow Ratio 9.17 75% 41%
Price/Free Cash Flow Ratio 12.94 75% 31%
Management Effectiveness  
Return on Equity 7.12% 13% 45%
Return on Invested Capital 5.03% 25% 44%
Return on Assets 2.37% 25% 48%
Debt to Equity Ratio 123.78% 38% 28%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.