ES Stock Analysis: Eversource Energy | NYSE

Utilities - Regulated Electric | NYSE, USA | Market Cap: 28.172m USD | 12M Return: 19.8% | Charts, Fundamentals & Technical Analysis

Electricity, Natural Gas, Water, Solar Power
Total Rating 57
Safety 56
Buy Signal -0.86
Utilities - Regulated Electric
Industry Rotation: -2.6
Market Cap: 28.2B
Avg Turnover: 154M
Risk 3d forecast
Volatility24.0%
VaR 5th Pctl4.16%
VaR vs Median5.45%
Reward TTM
Sharpe Ratio0.60
Rel. Str. IBD53.8
Rel. Str. Peer Group57.3
Character TTM
Beta0.235
Beta Downside0.337
Hurst Exponent0.471
Drawdowns 3y
Max DD26.70%
CAGR/Max DD0.22
CAGR/Mean DD0.62
EPS (Earnings per Share) EPS (Earnings per Share) of ES over the last years for every Quarter: "2021-06": 0.79, "2021-09": 1.02, "2021-12": 0.91, "2022-03": 1.3, "2022-06": 0.86, "2022-09": 1.01, "2022-12": 0.92, "2023-03": 1.41, "2023-06": 1, "2023-09": 0.97, "2023-12": 0.95, "2024-03": 1.49, "2024-06": 0.95, "2024-09": 1.13, "2024-12": 1.01, "2025-03": 1.5, "2025-06": 0.96, "2025-09": 1.19, "2025-12": 1.12, "2026-03": 1.73,
EPS CAGR: 4.85%
EPS Trend: 94.3%
Last SUE: 4.00
Qual. Beats: 1
Revenue Revenue of ES over the last years for every Quarter: 2021-06: 2122.538, 2021-09: 2461.199, 2021-12: 2481.912, 2022-03: 3471.31, 2022-06: 2572.641, 2022-09: 3215.645, 2022-12: 3029.74, 2023-03: 3795.6, 2023-06: 2629.3, 2023-09: 2791.5, 2023-12: 2694.205, 2024-03: 3332.575, 2024-06: 2533.522, 2024-09: 3063.224, 2024-12: 2971.488, 2025-03: 4118.4, 2025-06: 2838.1, 2025-09: 3220.6, 2025-12: 3370.196, 2026-03: 4504.363,
Rev. CAGR: 5.22%
Rev. Trend: 68.1%
Last SUE: 0.50
Qual. Beats: 0

Warnings

Altman Z'' In Financial Distress Zone

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.5% 17
Feb -5.0% 13
Mar +1.2% 15
Apr -0.3% 16
May -0.9% 2
Jun -1.3% 26
Jul +3.0% 44
Aug +1.3% 22
Sep -3.2% 36
Oct +0.5% 5
Nov -1.4% 9
Dec +0.5% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: ES Eversource Energy

Eversource Energy (NYSE: ES) is a Massachusetts-based public utility holding company that delivers electricity, natural gas, and water through four segments: Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution. The company serves residential, commercial, industrial, and municipal customers across Connecticut, Massachusetts, and New Hampshire, and also operates solar power facilities within its portfolio.

The company was incorporated in 1927 and operated as Northeast Utilities until its 2015 rebranding to Eversource Energy. It trades on the NYSE under the ticker ES and is classified as a large-cap stock, with a market capitalization of roughly $25.8 billion, within the GICS Utilities sector and Electric Utilities sub-industry.

As a rate-regulated utility, Eversources earnings are largely governed by state public utility commissions in the territories it serves, which set allowed rates of return on capital invested in transmission, distribution, and water infrastructure. This regulated-monopoly structure generally produces stable, predictable cash flows anchored to the essential-service nature of energy and water delivery.

Headlines to Watch Out For
  • CT rate case decision supports distribution revenue growth
  • Offshore wind project exits reduce future capital risk
  • Electric transmission capex accelerates rate base expansion
Piotroski VR-10 (Strict) 4.0
Net Income: 1.75b TTM > 0 and > 6% of Revenue
FCF/TA: 0.00 > 0.02 and ΔFCF/TA 2.74 > 1.0
NWC/Revenue: -20.56% < 20% (prev -12.65%; Δ -7.91% < -1%)
CFO/TA 0.07 > 3% & CFO 4.40b > Net Income 1.75b
Net Debt (30.1b) to EBITDA (5.63b): 5.34 < 3
Current Ratio: 0.65 > 1.5 & < 3
Outstanding Shares: last quarter (376.6m) vs 12m ago 2.42% < -2%
Gross Margin: 39.87% > 18% (prev 38.72%; Δ 1.15% > 0.5%)
Asset Turnover: 22.31% > 50% (prev 21.08%; Δ 1.23% > 0%)
Interest Coverage Ratio: 2.48 > 6 (EBIT TTM 3.24b / Interest Expense TTM 1.31b)
Altman Z'' 0.66
A: -0.04 (Total Current Assets 5.34b - Total Current Liabilities 8.21b) / Total Assets 64.7b
B: 0.07 (Retained Earnings 4.82b / Total Assets 64.7b)
C: 0.05 (EBIT TTM 3.24b / Avg Total Assets 62.5b)
D: 0.34 (Book Value of Equity 16.5b / Total Liabilities 48.0b)
Altman-Z'' = 0.66 = B
Beneish M -3.05
DSRI: 1.01 (Receivables 2.30b/2.07b, Revenue 13.9b/12.7b)
GMI: 0.97 (GM 38.72% / 39.87%)
AQI: 0.88 (AQ_t 0.20 / AQ_t-1 0.23)
SGI: 1.10 (Revenue 13.9b / 12.7b)
TATA: -0.04 (NI 1.75b - CFO 4.40b) / TA 64.7b)
Beneish M = -3.05 (Cap -4..+1) = AA
What is the price of ES shares?

As of July 28, 2026, the stock is trading at USD 74.69 with a total of 1,909,533 shares traded. Over the past week, the price has changed by +0.86%, over one month by +1.25%, over three months by +9.98% and over the past year by +19.83%.

Current recommended Stop Loss: 72.70 (which is 2.7% or 1.4 ATR below the current price).

Is ES a buy, sell or hold?

Eversource Energy has received a consensus analysts rating of 3.68. Therefore, it is recommended to hold ES.

  • StrongBuy: 7
  • Buy: 3
  • Hold: 6
  • Sell: 2
  • StrongSell: 1

What are the forecasts/targets for the ES price?
Analysts Target Price 73 -2.3%
Eversource Energy (ES) - Fundamental Data Overview as of 28 July 2026
Market Cap USD = 28.2b (28.2b USD * 1.0 USD.USD)
P/E Trailing = 16.0407
P/E Forward = 16.3132
P/S = 2.0219
P/B = 1.7042
P/EG = 3.1655
Revenue TTM = 13.9b USD
EBIT TTM = 3.24b USD
EBITDA TTM = 5.63b USD
Long Term Debt = 27.1b USD (from longTermDebt, last quarter)
Short Term Debt = 3.22b USD (from shortTermDebt, last quarter)
Debt = 30.3b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 30.1b USD (calculated: Debt 30.3b - CCE 270.2m)
Enterprise Value = 58.2b USD (28.2b + Debt 30.3b - CCE 270.2m)
Interest Coverage Ratio = 2.48 (Ebit TTM 3.24b / Interest Expense TTM 1.31b)
EV/FCF = 246.0x (Enterprise Value 58.2b / FCF TTM 236.7m)
FCF Yield = 0.41% (FCF TTM 236.7m / Enterprise Value 58.2b)
FCF Margin = 1.70% (FCF TTM 236.7m / Revenue TTM 13.9b)
Net Margin = 12.55% (Net Income TTM 1.75b / Revenue TTM 13.9b)
Gross Margin = 39.87% ((Revenue TTM 13.9b - Cost of Revenue TTM 8.38b) / Revenue TTM)
Gross Margin QoQ = 30.29% (prev 29.24%)
Tobins Q-Ratio = 0.90 (Enterprise Value 58.2b / Total Assets 64.7b)
Interest Expense / Debt = 4.31% (Interest Expense 1.31b / Debt 30.3b)
Taxrate = 9.22% (178.4m / 1.93b)
NOPAT = 2.94b (EBIT 3.24b * (1 - 9.22%))
Current Ratio = 0.65 (Total Current Assets 5.34b / Total Current Liabilities 8.21b)
Debt / Equity = 1.84 (Debt 30.3b / totalStockholderEquity, last quarter 16.5b)
Debt / EBITDA = 5.34 (Net Debt 30.1b / EBITDA 5.63b)
Debt / FCF = 127.0 (Net Debt 30.1b / FCF TTM 236.7m)
Total Stockholder Equity = 16.1b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.80% (Net Income 1.75b / Total Assets 64.7b)
RoE = 10.86% (Net Income TTM 1.75b / Total Stockholder Equity 16.1b)
RoCE = 7.50% (EBIT 3.24b / Capital Employed (Equity 16.1b + L.T.Debt 27.1b))
RoIC = 4.95% (NOPAT 2.94b / Invested Capital 59.4b)
WACC = 5.31% (E(28.2b)/V(58.5b) * Re(6.81%) + D(30.3b)/V(58.5b) * Rd(4.31%) * (1-Tc(0.09)))
Discount Rate = 6.81% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 97.90 | Cagr: 3.32%
[DCF] Terminal Value 75.44% ; FCFF base≈236.7m ; Y1≈237.7m ; Y5≈251.8m
 [DCF] Fair Price = N/A (negative equity: EV 3.92b - Net Debt 30.1b = -26.2b; debt exceeds intrinsic value)
 EPS Correlation: 94.29 | EPS CAGR: 4.85% | SUE: 4.0 | # QB: 1
Revenue Correlation: 68.13 | Revenue CAGR: 5.22% | SUE: 0.50 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.88 | Chg30d=-6.55% | Revisions=-29% | Analysts=12
EPS next Quarter (2026-09-30): EPS=1.04 | Chg30d=-2.98% | Revisions=-50% | Analysts=4
EPS current Year (2026-12-31): EPS=4.65 | Chg30d=-0.39% | Revisions=-50% | GrowthEPS=-2.2% | GrowthRev=-1.2%
EPS next Year (2027-12-31): EPS=4.90 | Chg30d=-1.28% | Revisions=-57% | GrowthEPS=+5.3% | GrowthRev=+4.3%
[Analyst] Revisions Ratio: -71% (up=1, down=13)