Eversource Energy (ES) is a electric utilities company in the Utilities sector. Listed on the NASDAQ, Eversource Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $69.18.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $69.18 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 3.28% |
| Risk / Std Dev (Annualized) | 23.95% |
| Sharpe Ratio (rf=4.5%) | -0.05 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Electric Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 3.28% with an annualized volatility of 23.95%. The Sharpe ratio of -0.05 (assuming 4.5% risk-free rate) indicates negative 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 | 26.02B |
| Enterprise Value | 56.24B |
| Trailing P/E | 14.81 |
| Forward P/E | 13.94 |
| Price to Book | 1.57 |
| Price to Sales | 1.87 |
| EV/Revenue | 4.04 |
| EV/EBITDA | 11.48 |
| Profitability | | | Profit Margin | 12.55% | | Operating Margin | 24.87% | | ROE | 10.91% | | ROA | 3.29% |
| Growth | | | Revenue Growth | 9.4% | | Earnings Growth | 7.4% |
| Dividend | | | Dividend Yield | 455.0% | | Payout Ratio | 65.2% | | 5Y Avg Yield | 386.0% |
| Financial Health | | | Total Revenue | 13.93B | | Total Debt | 30.34B | | Total Cash | 0.27B | | Free Cash Flow | 0.59B | | Operating Cash Flow | 4.4B |
| Price & Technical | | | 52W High | $76.41$ | | 52W Low | $61.53$ | | 50-Day Avg | $68.86$ | | 200-Day Avg | $69.41$ | | Beta | 0.73 | | Shares Outstanding | 0.38B | | Float Shares | 0.38B | | Insider Holdings | 0.18% | | Institutional Holdings | 87.07% | | Short Ratio | 3.58 | | Short % of Float | 3.31% |
| Analyst Targets | | | Target High | $85.0$ | | Target Low | $54.0$ | | Target Mean | $72.17$ | | Target Median | $74.0$ | | # of Analysts | 12 | | 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.