Atmos Energy (ATO) is a gas utilities company in the Utilities sector. Listed on the NASDAQ, Atmos Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $169.27.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $169.27 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 14.44% |
| Risk / Std Dev (Annualized) | 18.60% |
| Sharpe Ratio (rf=4.5%) | 0.53 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Gas Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 14.44% with an annualized volatility of 18.60%. The Sharpe ratio of 0.53 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 28.25B |
| Enterprise Value | 37.76B |
| Trailing P/E | 20.85 |
| Forward P/E | 18.87 |
| Price to Book | 1.9 |
| Price to Sales | 5.79 |
| EV/Revenue | 7.74 |
| EV/EBITDA | 14.86 |
| Profitability | | | Profit Margin | 27.58% | | Operating Margin | 39.32% | | ROE | 9.6% | | ROA | 3.88% |
| Growth | | | Revenue Growth | 0.6% | | Earnings Growth | 14.5% |
| Dividend | | | Dividend Yield | 236.0% | | Payout Ratio | 46.06% | | 5Y Avg Yield | 240.0% |
| Financial Health | | | Total Revenue | 4.88B | | Total Debt | 9.63B | | Total Cash | 0.13B | | Free Cash Flow | -2.21B | | Operating Cash Flow | 1.88B |
| Price & Technical | | | 52W High | $192.51$ | | 52W Low | $149.98$ | | 50-Day Avg | $181.54$ | | 200-Day Avg | $175.13$ | | Beta | 0.6 | | Shares Outstanding | 0.17B | | Float Shares | 0.17B | | Insider Holdings | 0.4% | | Institutional Holdings | 100.03% | | Short Ratio | 2.21 | | Short % of Float | 2.32% |
| Analyst Targets | | | Target High | $206.0$ | | Target Low | $170.0$ | | Target Mean | $186.18$ | | Target Median | $184.0$ | | # of Analysts | 11 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.