Eversource Energy logo

Eversource Energy (ES)

Common Stock · Currency in USD · XNYS

Eversource Energy is a diversified holding company with subsidiaries that provide rate-regulated electric, gas, and water distribution service to more than 4 million customers in the Northeast US. Eversource expanded its service territories with acquisitions of NStar (2012), Aquarion (2017), and Columbia Gas (2020). In 2024 Eversource exited its 50% partnership with European utility Orsted to develop 2 gigawatts of offshore wind projects in the Northeast US. The company exited most of its unregulated businesses in 2006.

Company Info

SIC4911
Composite FIGIBBG000BQ87N0
CIK0000072741
IPOJun 1, 1972
Sectorelectric services

Highlights

Market Cap$26.11B
EPS$3.96
P/E Ratio17.67
Revenue$12.12B
Gross Profit$12.88B
Net Income$1.48B
Employees10,731
WSO375,845,345
Phone(860) 665-5000

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eversource Energy, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Eversource Energy (ES) has returned 2.48% so far this year and 21.88% over the past 12 months. Looking at the last ten years, ES has achieved an annualized return of 1.67%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

ES

1M-5.50%
6M-4.60%
YTD2.48%
1Y21.88%
5Y-4.23%
10Y1.67%

Benchmark (SPY)

1M-2.61%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Eversource Energy (ES) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20261.98%10.27%-9.09%1.39%
2025-0.33%9.53%-1.05%-4.06%8.85%-1.10%3.80%-3.77%11.59%3.06%-8.44%0.87%
2024-11.85%8.28%1.82%1.52%-2.36%-4.32%13.74%4.99%0.81%-2.63%-1.93%-10.95%
2023-2.58%-7.99%5.73%0.08%-10.66%2.13%2.52%-11.31%-9.58%-6.95%11.95%3.71%
2022-1.31%-8.25%7.69%-0.90%4.78%-8.73%3.75%1.23%-13.21%-3.92%7.95%0.05%
20210.97%-9.72%8.18%-0.42%-5.88%-1.30%7.84%5.16%-10.12%3.21%-3.10%10.09%
20208.71%-6.67%-9.70%6.89%4.34%-0.60%8.23%-4.44%-1.82%4.09%-0.65%-1.60%
20196.90%0.58%1.50%1.01%3.45%2.17%0.13%5.80%6.80%-1.55%-1.43%3.34%
2018-0.14%-9.72%3.37%2.03%-5.47%3.46%3.62%4.40%-1.66%3.25%8.32%-4.70%
20170.13%6.83%1.38%1.09%4.18%-2.24%0.08%3.40%-4.34%3.52%3.28%-3.02%
2016-2.52%-2.40%8.57%-2.65%-7.93%0.41%1.96%-6.42%7.72%

Performance Indicators

The charts below present risk-adjusted performance metrics for Eversource Energy (ES) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00ES: 0.56SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00ES: 0.73SPY: 1.40

Omega ratio

0.501.001.502.00ES: 1.11SPY: 1.22

Calmar ratio

0.002.004.006.00ES: 0.64SPY: 1.20

Martin ratio

0.001.003.00ES: 0.16SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of ES compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Eversource Energy volatility is 1.53%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520232022202120202019201820172016201520122011
Liabilities And Equity (USD)63.79B55.61B53.23B48.49B46.10B41.12B38.24B36.22B32.05B30.58B2.66B3.02B
Temporary Equity (USD)155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M--
Equity Attributable To Parent (USD)16.20B14.17B15.47B14.60B14.06B12.63B11.49B11.09B10.71B10.35B300.42M284.55M
Equity Attributable To Noncontrolling Interest (USD)----------500.00K711.00K
Equity (USD)16.20B14.17B15.47B14.60B14.06B12.63B11.49B11.09B10.71B10.35B300.92M285.26M
Redeemable Noncontrolling Interest, Preferred (USD)155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M--
Redeemable Noncontrolling Interest (USD)155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M155.57M--
Other Non-current Liabilities (USD)----------894.59M-
Long-term Debt (USD)----------815.17M-
Noncurrent Liabilities (USD)39.78B35.10B30.96B28.05B27.12B24.89B9.65B9.61B8.72B8.28B1.71B2.04B
Other Current Liabilities (USD)5.95B4.47B4.69B4.17B3.54B2.46B2.99B2.50B2.75B2.18B458.74M550.33M
Wages (USD)----------41.40M-
Accounts Payable (USD)1.86B1.87B2.11B1.67B1.37B1.15B1.12B1.09B884.52M813.65M144.65M140.95M
Current Liabilities (USD)7.81B6.34B6.80B5.85B4.92B3.61B4.11B3.59B3.64B2.99B644.78M691.28M
Liabilities (USD)47.59B41.44B37.76B33.89B32.04B28.49B26.75B25.13B21.34B20.23B2.35B2.74B
Other Non-current Assets (USD)12.78B11.87B12.89B11.84B12.09B-----1.50B1.92B
Intangible Assets (USD)----------238.04M260.88M
Fixed Assets (USD)45.93B39.50B36.11B33.38B30.88B27.59B25.61B23.62B21.35B19.89B119.26M-
Noncurrent Assets (USD)58.71B51.36B49.01B45.22B42.97B11.12B10.34B10.12B8.22B8.07B1.86B2.19B
Other Current Assets (USD)----------783.51M828.44M
Prepaid Expenses (USD)----------11.02M7.07M
Current Assets (USD)5.08B4.25B4.22B3.27B3.13B2.41B2.29B2.49B2.48B2.62B794.54M835.51M
Assets (USD)63.79B55.61B53.23B48.49B46.10B41.12B38.24B36.22B32.05B30.58B2.66B3.02B

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