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Eversource Energy (ES)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US30040W1080
CUSIP
30040W108
Sector
Utilities
IPO Date
Aug 29, 1984

Highlights

Market Cap
$26.06B
Enterprise Value
$32.60T
EPS (TTM)
$4.54
PE Ratio
15.25
PEG Ratio
0.86
Total Revenue (TTM)
$13.55B
Gross Profit (TTM)
$6.48B
EBITDA (TTM)
$5.38B
Year Range
$52.28 - $76.41
Target Price
$73.14
ROA (TTM)
0.00%
ROE (TTM)
0.01%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Eversource Energy (ES) has returned 3.98% so far this year and 16.71% over the past 12 months. Over the last ten years, ES has returned 5.22% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Eversource Energy

1D
1.27%
1M
-8.13%
YTD
3.98%
6M
-0.48%
1Y
16.71%
3Y*
0.43%
5Y*
-0.54%
10Y*
5.22%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 29, 1984, ES's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Oct 1997 with a return of +18.7%, while the worst month was Mar 1997 at -24.1%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ES closed higher 47% of trading days. The best single day was Mar 24, 2020 with a return of +14.8%, while the worst single day was Oct 19, 1987 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.67%10.24%-8.13%3.98%
20250.44%9.24%-0.24%-4.23%10.31%-1.84%3.90%-3.07%12.30%3.75%-8.98%1.35%22.86%
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%

Benchmark Metrics

Eversource Energy has an annualized alpha of 3.52%, beta of 0.52, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since August 30, 1984.

  • This stock participated in 48.02% of S&P 500 Index downside but only 47.78% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.52 may look defensive, but with R² of 0.17 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.17 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.52%
Beta
0.52
0.17
Upside Capture
47.78%
Downside Capture
48.02%

Return for Risk

Risk / Return Rank

ES ranks 61 for risk / return — better than 61% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ES Risk / Return Rank: 6161
Overall Rank
ES Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
ES Sortino Ratio Rank: 5353
Sortino Ratio Rank
ES Omega Ratio Rank: 5656
Omega Ratio Rank
ES Calmar Ratio Rank: 6666
Calmar Ratio Rank
ES Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Eversource Energy (ES) and compare them to a chosen benchmark (S&P 500 Index).


ESBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.63

0.90

-0.26

Sortino ratio

Return per unit of downside risk

0.94

1.39

-0.44

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

1.23

1.40

-0.17

Martin ratio

Return relative to average drawdown

3.33

6.61

-3.28

Explore ES risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Eversource Energy provided a 4.40% dividend yield over the last twelve months, with an annual payout of $3.05 per share. The company has been increasing its dividends for 17 consecutive years.


2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.05$3.01$2.86$2.70$2.55$2.41$2.27$2.14$2.02$1.90$1.78$1.67

Dividend yield

4.40%4.47%4.98%4.37%3.04%2.65%2.62%2.52%3.11%3.01%3.22%3.27%

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
2026$0.00$0.00$0.79$0.79
2025$0.00$0.00$0.75$0.00$0.75$0.00$0.00$0.00$0.75$0.00$0.00$0.75$3.01
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

Dividend Yield & Payout


Dividend Yield

Eversource Energy has a dividend yield of 4.40%, which is quite average when compared to the overall market.

Payout Ratio

Eversource Energy has a payout ratio of 63.83%, which is quite average when compared to the overall market. This suggests that Eversource Energy strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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 73.04%, occurring on Apr 4, 1997. Recovery took 2397 trading sessions.

The current Eversource Energy drawdown is 13.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.04%Feb 23, 19931041Apr 4, 19972397Oct 12, 20063438
-41.69%Aug 19, 2022296Oct 23, 2023
-41.14%Apr 4, 2007385Oct 10, 2008499Oct 5, 2010884
-36.85%Mar 5, 202013Mar 23, 2020524Apr 20, 2022537
-35.71%Aug 22, 19861033Sep 21, 1990599Feb 3, 19931632

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

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 15.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

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 close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

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 1.9. 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 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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