Values as of: 2025-05-28
COMMON STOCK | Utilities - Diversified |
Last Closing
USD 2.92Change
+0.01 (+0.34)%Market Cap
USD 6.08BVolume
1.29KVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SRE | Sempra Energy |
+0.45 (+0.58%) |
USD 50.67B |
| BIP | Brookfield Infrastructure Part.. |
-0.20 (-0.60%) |
USD 15.31B |
| AES | The AES Corporation |
+0.35 (+3.61%) |
USD 8.69B |
| BIP-PB | Brookfield Infrastructure Part.. |
-0.16 (-0.99%) |
USD 8.35B |
| BIP-PA | Brookfield Infrastructure Part.. |
-0.05 (-0.28%) |
USD 6.54B |
| AQN | Algonquin Power & Utilities Co.. |
+0.06 (+1.11%) |
USD 4.27B |
| ACLLF | Atco Ltd |
-0.27 (-0.72%) |
USD 4.10B |
| ALE | Allete Inc |
-0.07 (-0.11%) |
USD 3.78B |
| AVA | Avista Corporation |
+0.31 (+0.81%) |
USD 3.14B |
| UTL | UNITIL Corporation |
+0.48 (+0.89%) |
N/A |
N/A
| Market Performance vs. Industry/Classification (Utilities - Diversified) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 25.86% | 100% | F | 95% | A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | 25.86% | 100% | F | 95% | A | ||
| Trailing 12 Months | |||||||
| Capital Gain | 23.30% | 100% | F | 86% | B+ | ||
| Dividend Return | 7.43% | 91% | A- | 88% | B+ | ||
| Total Return | 30.72% | 100% | F | 89% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 114.95% | 100% | F | 82% | B | ||
| Dividend Return | 60.44% | 89% | A- | 94% | A | ||
| Total Return | 175.39% | 100% | F | 86% | B+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 10.67% | 100% | F | 72% | C | ||
| Dividend Return | 18.68% | 100% | F | 82% | B | ||
| Total Return | 8.01% | 92% | A | 94% | A | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 31.67% | 17% | F | 28% | F | ||
| Risk Adjusted Return | 58.99% | 83% | B | 73% | C | ||
| Market Capitalization | 6.08B | 44% | F | 80% | B- | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
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.
The stock is trading low compared to its peers on a price to earning 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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
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.
This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
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.
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
