Values as of: 2025-05-29
COMMON STOCK | Utilities - Diversified |
Last Closing
USD 37.26Change
-0.27 (-0.72)%Market Cap
USD 4.10BVolume
4.00KAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SRE | Sempra Energy |
+0.64 (+0.82%) |
USD 50.67B |
| BIP | Brookfield Infrastructure Part.. |
+0.02 (+0.06%) |
USD 15.31B |
| AES | The AES Corporation |
+0.04 (+0.40%) |
USD 8.69B |
| BIP-PB | Brookfield Infrastructure Part.. |
+0.48 (+2.99%) |
USD 8.35B |
| BIP-PA | Brookfield Infrastructure Part.. |
+0.29 (+1.71%) |
USD 6.54B |
| CIG-C | Energy of Minas Gerais Co DRC |
-0.20 (-6.19%) |
USD 6.08B |
| AQN | Algonquin Power & Utilities Co.. |
+0.01 (+0.18%) |
USD 4.27B |
| ALE | Allete Inc |
+0.11 (+0.17%) |
USD 3.78B |
| AVA | Avista Corporation |
+0.11 (+0.29%) |
USD 3.14B |
| UTL | UNITIL Corporation |
+0.61 (+1.13%) |
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 | 12.43% | 83% | B | 87% | B+ | ||
| Dividend Return | 2.16% | 57% | F | 75% | C | ||
| Total Return | 14.59% | 83% | B | 88% | B+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 29.51% | 92% | A | 90% | A- | ||
| Dividend Return | 4.98% | 75% | C | 73% | C | ||
| Total Return | 34.49% | 92% | A | 91% | A- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 32.50% | 90% | A- | 51% | F | ||
| Dividend Return | 26.30% | 80% | B- | 68% | D+ | ||
| Total Return | 58.80% | 80% | B- | 53% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 3.12% | 62% | D | 49% | F | ||
| Dividend Return | 7.57% | 67% | D+ | 52% | F | ||
| Total Return | 4.45% | 47% | F | 69% | C- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 15.68% | 62% | D | 91% | A- | ||
| Risk Adjusted Return | 48.29% | 76% | C+ | 84% | B | ||
| Market Capitalization | 4.10B | 30% | F | 75% | C | ||
| 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 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 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.
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 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 is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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 earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
