|“Buy” - “Sell” 5-year average, %/year (annualized from 3-month gains):||+39.0%|
These are annualized average 3-month performance results for annual and quarterly financial statements dates falling into a particular calendar year. The performance for the last in the calendar year statement is actually measured in the following year, but is “drawn back” for inclusion into the calendar year under consideration.
The valuation model performance presented on the chart consists of two lines. The green line shows the actual average performance in different years of all stocks in the stock index that were rated by our valuation model (called “Intrinsic value” in the stock table below) as “buy” and “strong buy”. The red line - those rated as “sell” and “strong sell”.
Such performance would be reflective of the performance of two portfolios: one including only “buy” stocks in the index, and another consisting only of sell stocks, with investment decisions taken upon publishing of financial statements for each individual stock in the index.
Though these performances are actual, they are the product of backtesting. That means that if we tweak our stock valuation model, the past performance also changes. The benefit of this is that you always see actual part performance of the current version of the stock valuation model.
|Up/down potential, %|
|AEP||American Electric Power C||77.10||-56||-5||-32|
|AES||The AES Corporation||28.00||-83||-51||-104|
|ATO||Atmos Energy Corporation||88.67||premium content|
|AWK||American Water Works Comp||149.94||premium content|
|CMS||CMS Energy Corporation||54.57||premium content|
|CNP||CenterPoint Energy, Inc.||20.81||premium content|
|D||Dominion Energy Inc.||71.17||premium content|
|DTE||DTE Energy Company||123.90||premium content|
|DUK||Duke Energy Corporation||87.34||premium content|
|ED||Consolidated Edison Inc||66.65||premium content|
|EIX||Edison International||56.47||premium content|
|ES||Eversource Energy||80.11||premium content|
|ETR||Entergy Corporation||89.97||premium content|
|Up/down potential, %|
|LNT||Alliant Energy Corporatio||47.53||premium content|
|NEE||NextEra Energy, Inc.||73.76||premium content|
|NI||NiSource, Inc||22.18||premium content|
|NRG||NRG Energy, Inc.||38.42||premium content|
|PEG||Public Service Enterprise||56.05||premium content|
|PNW||Pinnacle West Capital Cor||73.06||premium content|
|PPL||PPL Corporation||27.49||premium content|
|SO||Southern Company (The)||58.38||premium content|
|SRE||Sempra Energy||122.57||premium content|
|WEC||WEC Energy Group, Inc.||81.93||premium content|
|XEL||Xcel Energy Inc.||60.21||premium content|