S&P 500 Utilities

“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.

TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
AEEAmeren Corporation71.40-62-19-53
AEPAmerican Electric Power C77.10-56-5-32
AESThe AES Corporation28.00-83-51-104
ATOAtmos Energy Corporation88.67premium content
AWKAmerican Water Works Comp149.94premium content
CMSCMS Energy Corporation54.57premium content
CNPCenterPoint Energy, Inc.20.81premium content
DDominion Energy Inc.71.17premium content
DTEDTE Energy Company123.90premium content
DUKDuke Energy Corporation87.34premium content
EDConsolidated Edison Inc66.65premium content
EIXEdison International56.47premium content
ESEversource Energy80.11premium content
ETREntergy Corporation89.97premium content
TickerCompany NameStock
price, $
Up/down potential, %
Intrinsic
value
Graham
-Dodd
Graham
formula
EVRGEvergy Inc.54.55-57-441
EXCExelon Corporation40.19-392777
FEFirstEnergy Corporation34.25-68-46-65
LNTAlliant Energy Corporatio47.53premium content
NEENextEra Energy, Inc.73.76premium content
NINiSource, Inc22.18premium content
NRGNRG Energy, Inc.38.42premium content
PEGPublic Service Enterprise56.05premium content
PNWPinnacle West Capital Cor73.06premium content
PPLPPL Corporation27.49premium content
SOSouthern Company (The)58.38premium content
SRESempra Energy122.57premium content
WECWEC Energy Group, Inc.81.93premium content
XELXcel Energy Inc.60.21premium content