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ES Stock Analysis — Eversource Energy

Sector: Utilities

AI Verdict

Eversource trades at 15.4x next year's earnings with 21.3% growth expected—cheap for the growth you're getting if its monopoly utility position keeps cash flows steady.

Competitive Moat

Eversource operates regulated electric and gas utilities across New England, giving it a monopoly on transmission and distribution in its service areas. The regulatory framework ensures stable returns and limits competitive threats, making its cash flows resilient.

Summary

Eversource is flashing an oversold RSI of 33.4 while trading at a discount to the sector median on next year's earnings.

Where It Stands

With a 1-year return of 8.58%, an RSI of 33.4 (oversold), and a forward P/E of 15.4x versus the utility sector's 18x median, Eversource looks cheap for its category.

Key Metrics

Analyst Consensus

13 Buy · 10 Hold · 3 Sell (26 analysts)

Bull Case

Forward EPS is expected to grow 21.3% while the stock trades at just 15.4x next year's earnings—well below the sector's 18x median.

Bear Case

If the P/E reverts to the sector median of 18x from its current 15.4x, upside is limited to about 17%, but if earnings disappoint, the low multiple offers little cushion.

Catalyst to Watch

Watch for regulatory rate decisions or updates on infrastructure investments, as these could directly impact forward earnings expectations.

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