59 Utilities Fundamental Values

Industry List

• Electric Utilities (NEC) 45 stocks
• Multiline Utilities 17 stocks
• Water Supply & Irrigation Systems 3 stocks
• Natural Gas Utilities (NEC) 8 stocks
• Water & Related Utilities (NEC) 5 stocks
• Natural Gas Distribution 8 stocks
• Wind Electric Utilities 1 stocks
• Fossil Fuel IPPs 1 stocks
• Nuclear IPPs 1 stocks
• Alternative Electric Utilities 1 stocks
• Independent Power Producers (NEC) 2 stocks
• Fossil Fuel Electric Utilities 2 stocks

Detailed Summary Statistics

	desc	ct	mktcap_usd	ConsensRecom	earning_yield	growth	dilution	margin	ratio	sratio	sratiopaid	turnover	cfmargin	RnDmargin	Industry
0	mean	45	24230.393482	2.379555	0.041306	0.131987	0.018201	0.062906	2.305390	0.094664	0.024484	0.313097	-0.031272	0.000143	Electric Utilities (NEC)
0	mean	17	22098.556087	2.217321	-0.117881	0.152476	0.027190	0.031969	1.183950	0.045057	0.006857	0.426466	-0.016346	0.000031	Multiline Utilities
0	mean	2	11118.885202	1.867611	0.084853	0.286935	0.000545	0.077274	11.324614	0.112333	0.055548	0.350677	-0.032938	0.000000	Independent Power Producers (NEC)
0	mean	3	12001.264848	2.624718	0.078296	0.193070	0.005114	0.221574	3.828094	0.867177	0.515090	0.188451	-0.130765	0.000000	Water Supply & Irrigation Systems
0	mean	8	7478.159113	2.622175	0.081931	0.118772	0.018620	0.082174	3.374472	0.826361	0.142360	0.458439	-0.029710	0.000000	Natural Gas Utilities (NEC)
0	mean	1	5244.353000	2.666700	0.016620	0.019627	0.020193	0.126351	0.102676	0.039982	0.000000	0.211294	-0.259564	0.006926	Alternative Electric Utilities
0	mean	5	7157.990719	2.524858	0.034778	0.064739	0.029441	0.162267	0.484726	0.100687	0.052794	0.151160	-0.139398	0.000000	Water & Related Utilities (NEC)
0	mean	8	10255.984673	2.404159	0.095495	0.316773	0.010919	0.080375	3.159395	0.405759	0.141693	0.627319	-0.019155	0.000000	Natural Gas Distribution
0	mean	2	4015.288448	1.860003	0.064070	0.236921	0.057809	0.033968	3.528479	0.001275	-0.001602	0.274590	-0.222958	0.003079	Fossil Fuel Electric Utilities
0	mean	1	23172.011577	1.700000	0.079038	0.194082	0.012693	0.164507	2.787666	0.464597	0.000000	0.180980	0.027952	0.000000	Wind Electric Utilities
0	mean	1	21116.324168	2.076900	0.130222	0.150799	0.017539	0.163284	9.631964	2.424564	2.424564	0.159597	0.172769	0.020029	Nuclear IPPs
0	mean	1	17005.615051	2.384600	0.014431	0.333672	0.005373	0.002244	0.876559	-0.073463	0.000000	0.450273	-0.005249	0.005310	Fossil Fuel IPPs
1	median	2	11118.885202	1.866650	0.095416	0.297903	0.000641	0.084585	13.062910	0.127849	0.064707	0.320641	-0.147216	0.000000	Independent Power Producers (NEC)
1	median	1	5244.353000	2.666700	0.016620	0.019627	0.020193	0.126351	0.102676	0.039982	0.000000	0.211294	-0.259564	0.006926	Alternative Electric Utilities
1	median	1	21116.324168	2.076900	0.130222	0.150799	0.017539	0.163284	9.631964	2.424564	2.424564	0.159597	0.172769	0.020029	Nuclear IPPs
1	median	8	8743.079744	2.299100	0.098419	0.253757	0.009995	0.080433	2.857214	0.299644	0.050802	0.519525	0.022900	0.000000	Natural Gas Distribution
1	median	1	23172.011577	1.700000	0.079038	0.194082	0.012693	0.164507	2.787666	0.464597	0.000000	0.180980	0.027952	0.000000	Wind Electric Utilities
1	median	5	8088.947552	2.750000	0.032329	0.034183	0.009839	0.156080	0.429361	0.099145	0.039979	0.173177	-0.015795	0.000000	Water & Related Utilities (NEC)
1	median	8	7118.637531	2.431800	0.066001	0.104350	0.005334	0.100817	1.351567	0.323490	0.116335	0.454559	-0.009704	0.000000	Natural Gas Utilities (NEC)
1	median	3	5922.648914	2.076900	0.184339	0.208705	0.008427	0.207778	20.619868	4.461012	1.458183	0.196293	-0.112012	0.000000	Water Supply & Irrigation Systems
1	median	17	21555.490000	2.133300	0.046725	0.038908	0.011796	0.112767	0.423905	0.055185	0.000000	0.234166	-0.041359	0.000000	Multiline Utilities
1	median	45	15572.480000	2.500000	0.042925	0.046494	0.008880	0.106947	0.448369	0.074838	0.000805	0.225031	-0.031781	0.000000	Electric Utilities (NEC)
1	median	1	17005.615051	2.384600	0.014431	0.333672	0.005373	0.002244	0.876559	-0.073463	0.000000	0.450273	-0.005249	0.005310	Fossil Fuel IPPs
1	median	2	4015.288448	1.966650	0.057960	0.189927	0.034360	0.028764	2.355426	-0.007414	-0.006013	0.362056	-0.176358	0.002350	Fossil Fuel Electric Utilities

Summary Statistics

94 stocks

	desc	ct	mktcap_usd	ConsensRecom	earning_yield	growth	dilution	margin	ratio	sratio	sratiopaid	turnover	cfmargin	RnDmargin
0	mean	94	18899.113933	2.356494	0.013999	0.166711	0.019503	0.052956	2.325340	0.167828	0.068088	0.361282	-0.024031	0.000645
1	median	94	11633.320000	2.339750	0.045925	0.063127	0.009717	0.107638	0.540742	0.111856	0.004090	0.238084	-0.021831	0.000000

Components

	RIC	CompanyName	Industry	sector	fltweight	ConsensRecom	earning_yield	growth	dilution	margin	sh_payout_ratio	ratio	sratio	sratiopaid	ratioConsens	turnover	cfmargin	RnDmargin
46	NEE	NextEra Energy Inc	Electric Utilities (NEC)	59 Utilities	0.003167	2.1000	0.023297	0.017559	0.009595	0.229357	0.014631	0.160625	0.055050	0.000805	1.062357	0.150916	-0.310232	0.000000
112	SO	Southern Co	Electric Utilities (NEC)	59 Utilities	0.001566	2.8889	0.036785	0.062776	0.019381	0.122355	0.126367	0.359622	0.074838	0.009457	0.939869	0.187853	-0.103232	0.000000
113	DUK	Duke Energy Corp	Electric Utilities (NEC)	59 Utilities	0.001559	2.4000	0.038207	0.041105	0.018269	0.120140	0.160303	0.326936	0.134704	0.021593	1.071101	0.160050	-0.114089	0.000000
143	D	Dominion Energy Inc	Electric Utilities (NEC)	59 Utilities	0.001283	2.2778	0.033913	0.051503	0.049137	0.155718	0.000000	0.243472	0.023419	0.000000	1.092005	0.148955	-0.099939	0.000000
188	SRE	Sempra Energy	Multiline Utilities	59 Utilities	0.000989	2.1053	0.037550	0.072554	0.039745	0.142761	0.000000	0.342850	0.045104	0.000000	1.020401	0.181776	-0.214282	0.000000
191	AEP.O	American Electric Power Company Inc	Electric Utilities (NEC)	59 Utilities	0.000985	2.1667	0.040085	0.025966	0.012271	0.120406	0.178627	0.326306	0.107386	0.019182	1.033265	0.215755	-0.095522	0.000000
228	NG.L	National Grid plc	Multiline Utilities	59 Utilities	0.000857	2.9286	0.088952	0.038908	0.008525	0.198040	0.474858	1.174401	0.063365	0.030089	1.082791	0.222658	0.035290	0.000917
237	EXC.O	Exelon Corporation	Electric Utilities (NEC)	59 Utilities	0.000825	2.2105	0.044105	-0.061855	0.009957	0.070025	0.187504	0.203370	0.024528	0.004599	1.106333	0.281420	-0.012131	0.000000
259	XEL.O	Xcel Energy Inc	Electric Utilities (NEC)	59 Utilities	0.000771	2.3333	0.037801	0.045570	0.013570	0.113340	0.055334	0.343836	0.196487	0.010872	0.991249	0.242295	-0.078138	0.000000
289	ENEI.MI	Enel S.p.A.	Electric Utilities (NEC)	59 Utilities	0.000676	2.0769	0.150943	0.299614	0.003064	0.041495	0.824328	33.725193	0.255757	0.210827	1.679655	0.479895	0.012776	0.000000
301	ED	Consolidated Edison, Inc.	Electric Utilities (NEC)	59 Utilities	0.000660	3.4375	0.042941	0.040524	0.030183	0.106947	0.000000	0.348835	0.188699	0.000000	0.886296	0.225701	-0.098551	0.000000
327	WEC	WEC Energy Group Inc	Electric Utilities (NEC)	59 Utilities	0.000618	2.6250	0.039810	0.043860	-0.000422	0.149581	0.459157	0.400613	0.210350	0.096584	1.007387	0.224360	0.000317	0.000000
338	PEG	Public Service Enterprise Group Inc.	Multiline Utilities	59 Utilities	0.000605	2.1429	0.024987	0.000329	-0.003998	0.087737	0.953085	0.324229	-0.052770	-0.050294	1.186008	0.205770	-0.080257	0.000000
352	ES	Eversource Energy	Electric Utilities (NEC)	59 Utilities	0.000588	2.4500	0.042075	0.079080	0.014772	0.122517	0.099203	0.495474	0.246693	0.024473	1.026677	0.214336	-0.136267	0.000000
403	AWK	American Water Works Company Inc	Water Supply & Irrigation Systems	59 Utilities	0.000512	2.7143	0.028398	0.019646	0.002770	0.207778	0.227562	0.216528	0.094217	0.021440	1.080451	0.159896	-0.112012	0.000000
409	CEG.O	Constellation Energy Corp	Electric Utilities (NEC)	59 Utilities	0.000504	2.0000	0.021225	0.404941	0.001552	0.019575	0.000000	2.294701	-0.003311	0.000000	0.827275	NaN	0.090688	NaN
420	EIX	Edison International	Electric Utilities (NEC)	59 Utilities	0.000487	2.3333	0.038921	0.074290	0.024371	0.062165	0.105258	0.404717	0.043106	0.004537	1.075143	0.213850	-0.185807	0.000000
423	PCG	PG&E Corporation	Electric Utilities (NEC)	59 Utilities	0.000482	2.0000	-0.089328	0.041609	0.254668	-0.106000	0.000000	-0.056348	-0.003657	0.000000	1.329114	0.215311	-0.314796	0.000000
426	DTE	DTE Energy Co	Electric Utilities (NEC)	59 Utilities	0.000479	2.2000	0.054901	0.116620	0.013402	0.081359	0.204756	0.934682	0.155555	0.031851	1.046938	0.349262	-0.061755	0.000000
453	AEE	Ameren Corp	Multiline Utilities	59 Utilities	0.000453	2.1333	0.036570	0.037092	0.011796	0.130278	0.097891	0.314474	0.132528	0.012973	1.027240	0.209543	-0.112979	0.000000