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Stock Analysis & ValuationAmerican Water Works Company, Inc. (AWC.DE)

Professional Stock Screener
Previous Close
107.60
Sector Valuation Confidence Level
Moderate
Valuation methodValue, Upside, %
Artificial intelligence (AI)83.00-23
Intrinsic value (DCF)53.73-50
Graham-Dodd Method25.20-77
Graham Formula85.30-21

Strategic Investment Analysis

Company Overview

American Water Works Company, Inc. (AWC.DE) is the largest publicly traded water and wastewater utility company in the United States, providing essential water services to approximately 14 million people across 24 states. With a history dating back to 1886, the company operates a vast infrastructure network, including over 80 surface water treatment plants, 480 groundwater treatment plants, and 52,500 miles of transmission and distribution mains. Serving residential, commercial, industrial, and public sector customers, American Water Works ensures reliable water and wastewater services through regulated and market-based operations. The company also manages military installations and municipal contracts, reinforcing its critical role in water infrastructure management. Listed on the Deutsche Börse (XETRA) and headquartered in Camden, New Jersey, American Water Works is a key player in the Utilities sector, benefiting from stable demand and regulatory frameworks that support long-term growth and profitability.

Investment Summary

American Water Works Company, Inc. presents a compelling investment opportunity due to its dominant market position, stable cash flows, and essential service offerings. The company's regulated business model provides predictable revenue streams, supported by a 0.728 beta, indicating lower volatility compared to the broader market. With a market cap of €24.46 billion and strong financials—including €4.68 billion in revenue and €1.05 billion in net income—the company demonstrates robust profitability. Its diluted EPS of €5.39 and a dividend yield of ~2.96% appeal to income-focused investors. However, high total debt (€14.11 billion) and capital-intensive operations pose risks, particularly in an environment of rising interest rates. The company's growth is tied to infrastructure investments and regulatory approvals, which could limit short-term upside.

Competitive Analysis

American Water Works Company, Inc. holds a competitive advantage as the largest and most geographically diversified water utility in the U.S., benefiting from economies of scale and regulatory moats. Its extensive infrastructure network and long-term contracts with municipalities and military bases create high barriers to entry for competitors. The company's focus on operational efficiency and technological advancements in water treatment further strengthens its position. However, the water utility sector is highly fragmented, with many regional players and municipal providers competing for market share. American Water's growth relies on acquisitions and regulatory rate increases, which can be slow and politically sensitive. Unlike some peers, it lacks significant international exposure, limiting diversification. Its competitive edge lies in its ability to leverage its scale for cost efficiencies and reinvestment in infrastructure, but it faces challenges from local utilities with strong community ties and lower-cost structures.

Major Competitors

  • American Water Works Company, Inc. (AWK): AWK is the same entity as AWC.DE (listed on XETRA), representing the primary U.S.-traded shares. It dominates the U.S. water utility market with unparalleled scale and regulatory advantages. However, its growth is constrained by the slow pace of rate approvals and high capital needs.
  • Essential Utilities, Inc. (WTRG): Essential Utilities is a key competitor with a strong presence in the Mid-Atlantic and Midwest. It benefits from a diversified utility portfolio (water and gas) but lacks American Water's pure-play focus on water, which may limit operational synergies. Its smaller scale reduces its bargaining power with regulators.
  • California Water Service Group (CWT): California Water Service operates primarily in the western U.S., facing higher regulatory scrutiny in California. Its regional focus limits diversification but provides deep local expertise. It is smaller than American Water, with less capacity for large acquisitions.
  • SJW Group (SJW): SJW Group is a regional player in California and Texas, with growth tied to population trends in these states. Its smaller size limits economies of scale but allows for nimble local decision-making. It faces higher drought-related risks compared to American Water's diversified portfolio.
  • American States Water Company (AWR): American States Water operates in California and has a strong military contracts segment. Its niche focus provides stability but lacks geographic diversity. Its smaller scale and concentrated operations increase exposure to regional regulatory and climate risks.
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