EVERSOURCE ENERGY (ES) Fundamental Analysis & Valuation

NYSE:ES • US30040W1080

73.61 USD
-0.24 (-0.32%)
At close: Mar 10, 2026
73.61 USD
0 (0%)
After Hours: 3/10/2026, 8:20:58 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This ES fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

3

ES gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 46 industry peers in the Electric Utilities industry. There are concerns on the financial health of ES while its profitability can be described as average. ES is not valued too expensively and it also shows a decent growth rate. Finally ES also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

4

1. ES Profitability Analysis

1.1 Basic Checks

  • ES had positive earnings in the past year.
  • ES had a positive operating cash flow in the past year.
  • ES had positive earnings in 4 of the past 5 years.
  • In the past 5 years ES always reported a positive cash flow from operatings.
ES Yearly Net Income VS EBIT VS OCF VS FCFES Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B

1.2 Ratios

  • The Return On Assets of ES (2.65%) is comparable to the rest of the industry.
  • Looking at the Return On Equity, with a value of 10.35%, ES is in line with its industry, outperforming 58.70% of the companies in the same industry.
  • ES has a Return On Invested Capital (4.11%) which is comparable to the rest of the industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for ES is in line with the industry average of 4.49%.
  • The 3 year average ROIC (3.90%) for ES is below the current ROIC(4.11%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.65%
ROE 10.35%
ROIC 4.11%
ROA(3y)1.07%
ROA(5y)1.68%
ROE(3y)4.2%
ROE(5y)5.97%
ROIC(3y)3.9%
ROIC(5y)3.79%
ES Yearly ROA, ROE, ROICES Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2 -2 4 6 8 10

1.3 Margins

  • With a Profit Margin value of 12.49%, ES perfoms like the industry average, outperforming 41.30% of the companies in the same industry.
  • In the last couple of years the Profit Margin of ES has declined.
  • With a Operating Margin value of 22.06%, ES perfoms like the industry average, outperforming 54.35% of the companies in the same industry.
  • In the last couple of years the Operating Margin of ES has remained more or less at the same level.
Industry RankSector Rank
OM 22.06%
PM (TTM) 12.49%
GM N/A
OM growth 3Y8.23%
OM growth 5Y-0.22%
PM growth 3Y2.8%
PM growth 5Y-1.59%
GM growth 3YN/A
GM growth 5YN/A
ES Yearly Profit, Operating, Gross MarginsES Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15 20

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1

2. ES Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so ES is destroying value.
  • ES has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for ES has been increased compared to 5 years ago.
  • The debt/assets ratio for ES has been reduced compared to a year ago.
ES Yearly Shares OutstandingES Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M
ES Yearly Total Debt VS Total AssetsES Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B

2.2 Solvency

  • ES has an Altman-Z score of 0.76. This is a bad value and indicates that ES is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 0.76, ES perfoms like the industry average, outperforming 43.48% of the companies in the same industry.
  • A Debt/Equity ratio of 1.76 is on the high side and indicates that ES has dependencies on debt financing.
  • With a Debt to Equity ratio value of 1.76, ES is not doing good in the industry: 69.57% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.76
Debt/FCF N/A
Altman-Z 0.76
ROIC/WACC0.7
WACC5.85%
ES Yearly LT Debt VS Equity VS FCFES Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B 20B 25B

2.3 Liquidity

  • ES has a Current Ratio of 0.65. This is a bad value and indicates that ES is not financially healthy enough and could expect problems in meeting its short term obligations.
  • ES's Current ratio of 0.65 is in line compared to the rest of the industry. ES outperforms 41.30% of its industry peers.
  • ES has a Quick Ratio of 0.65. This is a bad value and indicates that ES is not financially healthy enough and could expect problems in meeting its short term obligations.
  • ES has a Quick ratio (0.59) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 0.65
Quick Ratio 0.59
ES Yearly Current Assets VS Current LiabilitesES Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. ES Growth Analysis

3.1 Past

  • ES shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -0.44%.
  • ES shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.55% yearly.
  • The Revenue has grown by 13.83% in the past year. This is quite good.
  • Measured over the past years, ES shows a quite strong growth in Revenue. The Revenue has been growing by 8.76% on average per year.
EPS 1Y (TTM)-0.44%
EPS 3Y3.69%
EPS 5Y4.55%
EPS Q2Q%10.89%
Revenue 1Y (TTM)13.83%
Revenue growth 3Y3.51%
Revenue growth 5Y8.76%
Sales Q2Q%13.42%

3.2 Future

  • ES is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.14% yearly.
  • Based on estimates for the next years, ES will show a small growth in Revenue. The Revenue will grow by 5.05% on average per year.
EPS Next Y12.98%
EPS Next 2Y9.09%
EPS Next 3Y8.06%
EPS Next 5Y7.14%
Revenue Next Year4.62%
Revenue Next 2Y4.11%
Revenue Next 3Y3.19%
Revenue Next 5Y5.05%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
ES Yearly Revenue VS EstimatesES Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B
ES Yearly EPS VS EstimatesES Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6

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4

4. ES Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 16.14, which indicates a correct valuation of ES.
  • ES's Price/Earnings ratio is a bit cheaper when compared to the industry. ES is cheaper than 65.22% of the companies in the same industry.
  • ES's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.25.
  • The Price/Forward Earnings ratio is 14.29, which indicates a correct valuation of ES.
  • ES's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. ES is cheaper than 67.39% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 24.39. ES is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 16.14
Fwd PE 14.29
ES Price Earnings VS Forward Price EarningsES Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • ES's Enterprise Value to EBITDA ratio is in line with the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.32
ES Per share dataES EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30 40

4.3 Compensation for Growth

  • ES's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
PEG (NY)1.24
PEG (5Y)3.55
EPS Next 2Y9.09%
EPS Next 3Y8.06%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

8

5. ES Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.20%, ES is a good candidate for dividend investing.
  • ES's Dividend Yield is rather good when compared to the industry average which is at 2.87. ES pays more dividend than 89.13% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, ES pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.2%

5.2 History

  • The dividend of ES has a limited annual growth rate of 5.82%.
  • ES has paid a dividend for at least 10 years, which is a reliable track record.
  • ES has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)5.82%
Div Incr Years25
Div Non Decr Years25
ES Yearly Dividends per shareES Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • ES pays out 65.03% of its income as dividend. This is not a sustainable payout ratio.
  • ES's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP65.03%
EPS Next 2Y9.09%
EPS Next 3Y8.06%
ES Yearly Income VS Free CF VS DividendES Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B -2B
ES Dividend Payout.ES Dividend Payout, showing the Payout Ratio.ES Dividend Payout.PayoutRetained Earnings

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ES Fundamentals: All Metrics, Ratios and Statistics

EVERSOURCE ENERGY

NYSE:ES (3/10/2026, 8:20:58 PM)

After market: 73.61 0 (0%)

73.61

-0.24 (-0.32%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-12
Earnings (Next)04-29
Inst Owners86.64%
Inst Owner Change0.86%
Ins Owners0.15%
Ins Owner Change-1.68%
Market Cap27.62B
Revenue(TTM)13.55B
Net Income(TTM)1.69B
Analysts73.85
Price Target76.59 (4.05%)
Short Float %1.76%
Short Ratio2.54
Dividend
Industry RankSector Rank
Dividend Yield 4.2%
Yearly Dividend2.97
Dividend Growth(5Y)5.82%
DP65.03%
Div Incr Years25
Div Non Decr Years25
Ex-Date03-05
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-9.18%
Min EPS beat(2)-15.87%
Max EPS beat(2)-2.49%
EPS beat(4)0
Avg EPS beat(4)-6.1%
Min EPS beat(4)-15.87%
Max EPS beat(4)-2.38%
EPS beat(8)1
Avg EPS beat(8)-3.67%
EPS beat(12)4
Avg EPS beat(12)0.94%
EPS beat(16)5
Avg EPS beat(16)0.45%
Revenue beat(2)1
Avg Revenue beat(2)9.67%
Min Revenue beat(2)-1.24%
Max Revenue beat(2)20.58%
Revenue beat(4)2
Avg Revenue beat(4)5.63%
Min Revenue beat(4)-5.46%
Max Revenue beat(4)20.58%
Revenue beat(8)2
Avg Revenue beat(8)-2.33%
Revenue beat(12)3
Avg Revenue beat(12)-4.54%
Revenue beat(16)7
Avg Revenue beat(16)2.56%
PT rev (1m)2.85%
PT rev (3m)3.33%
EPS NQ rev (1m)-2.22%
EPS NQ rev (3m)-2.55%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.17%
Revenue NQ rev (1m)-2.14%
Revenue NQ rev (3m)0.34%
Revenue NY rev (1m)-0.12%
Revenue NY rev (3m)0.68%
Valuation
Industry RankSector Rank
PE 16.14
Fwd PE 14.29
P/S 2.04
P/FCF N/A
P/OCF 6.71
P/B 1.69
P/tB 2.28
EV/EBITDA 12.32
EPS(TTM)4.56
EY6.19%
EPS(NY)5.15
Fwd EY7%
FCF(TTM)-0.12
FCFYN/A
OCF(TTM)10.96
OCFY14.89%
SpS36.11
BVpS43.59
TBVpS32.3
PEG (NY)1.24
PEG (5Y)3.55
Graham Number66.87
Profitability
Industry RankSector Rank
ROA 2.65%
ROE 10.35%
ROCE 5.34%
ROIC 4.11%
ROICexc 4.12%
ROICexgc 4.45%
OM 22.06%
PM (TTM) 12.49%
GM N/A
FCFM N/A
ROA(3y)1.07%
ROA(5y)1.68%
ROE(3y)4.2%
ROE(5y)5.97%
ROIC(3y)3.9%
ROIC(5y)3.79%
ROICexc(3y)3.91%
ROICexc(5y)3.8%
ROICexgc(3y)4.23%
ROICexgc(5y)4.15%
ROCE(3y)5.11%
ROCE(5y)4.95%
ROICexgc growth 3Y4.37%
ROICexgc growth 5Y1.42%
ROICexc growth 3Y5.19%
ROICexc growth 5Y2.11%
OM growth 3Y8.23%
OM growth 5Y-0.22%
PM growth 3Y2.8%
PM growth 5Y-1.59%
GM growth 3YN/A
GM growth 5YN/A
F-Score7
Asset Turnover0.21
Health
Industry RankSector Rank
Debt/Equity 1.76
Debt/FCF N/A
Debt/EBITDA 6.31
Cap/Depr 265.12%
Cap/Sales 30.7%
Interest Coverage 2.53
Cash Conversion 90.27%
Profit Quality N/A
Current Ratio 0.65
Quick Ratio 0.59
Altman-Z 0.76
F-Score7
WACC5.85%
ROIC/WACC0.7
Cap/Depr(3y)303.26%
Cap/Depr(5y)297.17%
Cap/Sales(3y)34.92%
Cap/Sales(5y)32.98%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-0.44%
EPS 3Y3.69%
EPS 5Y4.55%
EPS Q2Q%10.89%
EPS Next Y12.98%
EPS Next 2Y9.09%
EPS Next 3Y8.06%
EPS Next 5Y7.14%
Revenue 1Y (TTM)13.83%
Revenue growth 3Y3.51%
Revenue growth 5Y8.76%
Sales Q2Q%13.42%
Revenue Next Year4.62%
Revenue Next 2Y4.11%
Revenue Next 3Y3.19%
Revenue Next 5Y5.05%
EBIT growth 1Y10.45%
EBIT growth 3Y12.02%
EBIT growth 5Y8.52%
EBIT Next Year74.35%
EBIT Next 3Y25.41%
EBIT Next 5Y17.04%
FCF growth 1Y98.06%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y90.47%
OCF growth 3Y19.65%
OCF growth 5Y19.58%

EVERSOURCE ENERGY / ES FAQ

What is the fundamental rating for ES stock?

ChartMill assigns a fundamental rating of 3 / 10 to ES.


What is the valuation status for ES stock?

ChartMill assigns a valuation rating of 4 / 10 to EVERSOURCE ENERGY (ES). This can be considered as Fairly Valued.


Can you provide the profitability details for EVERSOURCE ENERGY?

EVERSOURCE ENERGY (ES) has a profitability rating of 4 / 10.


What is the expected EPS growth for EVERSOURCE ENERGY (ES) stock?

The Earnings per Share (EPS) of EVERSOURCE ENERGY (ES) is expected to grow by 12.98% in the next year.


How sustainable is the dividend of EVERSOURCE ENERGY (ES) stock?

The dividend rating of EVERSOURCE ENERGY (ES) is 8 / 10 and the dividend payout ratio is 65.03%.