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Eversource Energy (ES)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US30040W1080

CUSIP

30040W108

Sector

Utilities

IPO Date

Aug 29, 1984

Highlights

Market Cap

$22.92B

EPS (TTM)

$2.28

PE Ratio

27.36

PEG Ratio

0.94

Total Revenue (TTM)

$12.69B

Gross Profit (TTM)

$4.91B

EBITDA (TTM)

$4.26B

Year Range

$51.64 - $65.82

Target Price

$69.21

Short %

2.33%

Short Ratio

2.03

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Eversource Energy (ES) returned 12.76% year-to-date (YTD) and 7.82% over the past 12 months. Over the past 10 years, ES returned 6.14% annually, underperforming the S&P 500 benchmark at 10.87%.


ES

YTD

12.76%

1M

10.20%

6M

6.00%

1Y

7.82%

5Y*

0.00%

10Y*

6.14%

^GSPC (Benchmark)

YTD

1.30%

1M

12.94%

6M

1.49%

1Y

12.48%

5Y*

15.82%

10Y*

10.87%

*Annualized

Monthly Returns

The table below presents the monthly returns of ES, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.44%9.24%-0.24%-4.23%7.57%12.76%
2024-12.15%8.26%3.08%1.42%-1.13%-4.25%14.46%4.04%1.85%-3.23%-2.07%-9.85%-2.46%
2023-1.80%-8.47%4.79%-0.83%-9.98%2.44%1.99%-11.77%-7.91%-7.50%10.45%5.00%-23.43%
2022-1.64%-8.59%8.67%-0.90%6.38%-8.50%4.44%1.67%-12.44%-2.15%8.63%1.94%-5.06%
20211.14%-9.17%9.76%-0.43%-5.16%-1.17%7.51%5.17%-9.26%3.84%-3.10%11.33%8.18%
20208.66%-6.47%-8.99%3.18%4.46%-0.51%8.17%-4.84%-1.86%4.45%0.28%-0.48%4.45%
20196.72%0.58%2.42%1.00%3.80%2.60%0.13%5.63%7.35%-2.02%-1.31%3.60%34.49%
2018-0.14%-9.65%4.29%2.26%-4.43%2.68%3.60%2.82%-0.78%2.96%8.03%-4.13%6.41%
20170.16%6.90%0.20%1.05%5.30%-2.19%0.13%3.64%-3.33%3.64%3.53%-1.86%17.97%
20165.35%1.76%7.44%-3.26%-1.32%8.44%-2.35%-7.73%1.23%1.62%-6.25%7.87%11.76%
20153.85%-6.15%-2.38%-3.48%1.87%-7.80%9.49%-4.99%8.14%0.63%0.02%1.07%-1.29%
20143.33%2.39%2.36%3.87%-3.09%4.12%-7.13%4.53%-2.62%11.40%2.61%6.50%30.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ES is 62, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ES is 6262
Overall Rank
The Sharpe Ratio Rank of ES is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of ES is 5757
Sortino Ratio Rank
The Omega Ratio Rank of ES is 5656
Omega Ratio Rank
The Calmar Ratio Rank of ES is 6565
Calmar Ratio Rank
The Martin Ratio Rank of ES is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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


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.

Eversource Energy Sharpe ratios as of May 17, 2025 (values are recalculated daily):

  • 1-Year: 0.32
  • 10-Year: 0.26
  • All Time: 0.35

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 (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Eversource Energy compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Eversource Energy provided a 4.64% dividend yield over the last twelve months, with an annual payout of $2.94 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.


2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.94$2.86$2.70$2.55$2.41$2.27$2.14$2.02$1.90$1.78$1.67$1.57

Dividend yield

4.64%4.98%4.37%3.04%2.65%2.62%2.52%3.11%3.01%3.22%3.27%2.93%

Monthly Dividends

The table displays the monthly dividend distributions for Eversource Energy. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.75$0.00$0.75$1.51
2024$0.00$0.00$0.72$0.00$0.72$0.00$0.00$0.00$0.72$0.00$0.00$0.72$2.86
2023$0.00$0.00$0.68$0.00$0.68$0.00$0.00$0.00$0.68$0.00$0.00$0.68$2.70
2022$0.00$0.00$0.64$0.00$0.64$0.00$0.00$0.00$0.64$0.00$0.00$0.64$2.55
2021$0.00$0.00$0.60$0.00$0.60$0.00$0.00$0.00$0.60$0.00$0.00$0.60$2.41
2020$0.00$0.00$0.57$0.00$0.57$0.00$0.00$0.00$0.57$0.00$0.00$0.57$2.27
2019$0.00$0.00$0.54$0.00$0.54$0.00$0.00$0.00$0.54$0.00$0.00$0.54$2.14
2018$0.00$0.00$0.51$0.00$0.51$0.00$0.00$0.00$0.51$0.00$0.00$0.51$2.02
2017$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.00$0.48$0.00$0.00$0.48$1.90
2016$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.00$0.45$0.00$0.00$0.45$1.78
2015$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.00$0.42$0.00$0.00$0.42$1.67
2014$0.39$0.00$0.00$0.39$0.00$0.00$0.00$0.39$0.00$0.00$0.39$1.57

Dividend Yield & Payout


Dividend Yield

Eversource Energy has a dividend yield of 4.64%, which is quite average when compared to the overall market.

Payout Ratio

Eversource Energy has a payout ratio of 93.77%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Eversource Energy. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eversource Energy was 65.47%, occurring on Apr 4, 1997. Recovery took 781 trading sessions.

The current Eversource Energy drawdown is 23.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.47%Jan 22, 1996305Apr 4, 1997781May 9, 20001086
-43.12%Jan 2, 2001443Oct 9, 2002677Jun 17, 20051120
-41.69%Aug 19, 2022296Oct 23, 2023
-40.39%Apr 4, 2007385Oct 10, 2008483Sep 13, 2010868
-36.85%Mar 5, 202013Mar 23, 2020524Apr 20, 2022537

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Eversource Energy over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Eversource Energy, comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


0.000.501.001.5020212022202320242025
1.50
1.51
Actual
Estimate

Valuation

The Valuation section provides an overview of how Eversource Energy is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ES, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, ES has a P/E ratio of 27.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ES compared to other companies in the Utilities - Regulated Electric industry. ES currently has a PEG ratio of 0.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ES relative to other companies in the Utilities - Regulated Electric industry. Currently, ES has a P/S ratio of 1.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ES in comparison with other companies in the Utilities - Regulated Electric industry. Currently, ES has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items