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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

$21.44B

EPS (TTM)

-$1.61

PEG Ratio

2.03

Total Revenue (TTM)

$11.62B

Gross Profit (TTM)

$4.81B

EBITDA (TTM)

$2.27B

Year Range

$49.69 - $67.44

Target Price

$71.62

Short %

1.50%

Short Ratio

1.90

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.


Popular comparisons:
ES vs. CMS ES vs. NQ=F ES vs. FLPKX ES vs. FIDKX ES vs. VWNAX ES vs. AQN.TO ES vs. XLU ES vs. XLI ES vs. FXAIX ES vs. DUK
Popular comparisons:
ES vs. CMS ES vs. NQ=F ES vs. FLPKX ES vs. FIDKX ES vs. VWNAX ES vs. AQN.TO ES vs. XLU ES vs. XLI ES vs. FXAIX ES vs. DUK

Performance

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 or another benchmark. All prices have been adjusted for splits and dividends.


1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
1,495.28%
3,418.12%
ES (Eversource Energy)
Benchmark (^GSPC)

Returns By Period

Eversource Energy had a return of -3.28% year-to-date (YTD) and -1.99% in the last 12 months. Over the past 10 years, Eversource Energy had an annualized return of 3.96%, while the S&P 500 had an annualized return of 11.06%, indicating that Eversource Energy did not perform as well as the benchmark.


ES

YTD

-3.28%

1M

-6.42%

6M

1.92%

1Y

-1.99%

5Y*

-4.39%

10Y*

3.96%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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
2024-12.15%8.26%3.08%1.42%-1.13%-4.25%14.46%4.04%1.85%-3.23%-2.07%-3.28%
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%-2.16%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%
20134.22%2.83%4.70%4.30%-7.27%0.84%5.69%-7.75%1.60%3.98%-4.22%4.12%12.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ES is 42, 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 4242
Overall Rank
The Sharpe Ratio Rank of ES is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of ES is 3737
Sortino Ratio Rank
The Omega Ratio Rank of ES is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ES is 4646
Calmar Ratio Rank
The Martin Ratio Rank of ES is 4545
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.


Sharpe ratio
The chart of Sharpe ratio for ES, currently valued at -0.06, compared to the broader market-4.00-2.000.002.00-0.062.10
The chart of Sortino ratio for ES, currently valued at 0.08, compared to the broader market-4.00-2.000.002.004.000.082.80
The chart of Omega ratio for ES, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.39
The chart of Calmar ratio for ES, currently valued at -0.03, compared to the broader market0.002.004.006.00-0.033.09
The chart of Martin ratio for ES, currently valued at -0.18, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.1813.49
ES
^GSPC

The current Eversource Energy Sharpe ratio is -0.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Eversource Energy with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.06
2.10
ES (Eversource Energy)
Benchmark (^GSPC)

Dividends

Dividend History

Eversource Energy provided a 5.02% dividend yield over the last twelve months, with an annual payout of $2.86 per share. The company has been increasing its dividends for 24 consecutive years.


2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.86$2.70$2.55$2.41$2.27$2.14$2.02$1.90$1.78$1.67$1.57$1.47

Dividend yield

5.02%4.37%3.04%2.65%2.62%2.52%3.11%3.01%3.22%3.27%2.93%3.47%

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
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$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.00$0.39$0.00$0.00$0.39$1.57
2013$0.37$0.00$0.00$0.37$0.00$0.00$0.00$0.37$0.00$0.00$0.37$1.47

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%5.0%
Eversource Energy has a dividend yield of 5.02%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%82.4%
Eversource Energy has a payout ratio of 82.42%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-32.93%
-2.62%
ES (Eversource Energy)
Benchmark (^GSPC)

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 32.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.47%Jan 8, 1996315Apr 4, 1997781May 9, 20001096
-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 current Eversource Energy volatility is 7.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
7.38%
3.79%
ES (Eversource Energy)
Benchmark (^GSPC)

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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Eversource Energy.


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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