Eversource Energy chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 31.78
Dividend & YieldN/A£ (N/A)
Beta 0.51
Market capitalization 242.67M
Operating cash flow 2B
ESG Scores 19.0

Company description

Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural gas. The company operates regulated water utilities that provide water services to approximately 226,000 customers. It serves residential, commercial, industrial, municipal and fire protection, and other customers in Connecticut, Massachusetts, and New Hampshire. The company was formerly known as Northeast Utilities and changed its name to Eversource Energy in April 2015. Eversource Energy is based in Springfield, Massachusetts.

Sector: - Industry:

Financial Ratios
Quick Ratio0.51
Working Capital-0.47
Return On Equity0.08
Debt To Equity1.2
Fixed Asset Ratio0.34
Fixed Interest Cover3.57

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 24.48M 14.87M 122.57M -29.2M
Total Cashflows From Investing Activities -2.44B -3.27B -4.13B -3.45B
Net Borrowings 1.41B 991.96M 2.4B 2.3B
Total Cash From Financing Activities 729.94M 1.17B 2.59B 1.44B
Change To Operating Activities 78.23M -11.6M -9.59M 5.57M
Issuance Of Stock 868.55M 868.55M 949.66M
Net Income 1.03B 909.05M 1.21B 1.22B
Change In Cash 123.43M -92.26M 147.89M -43.94M
Effect Of Exchange Rate
Total Cash From Operating Activities 1.83B 2.01B 1.68B 1.96B
Depreciation 819.93M 885.28M 981.38M 1.1B
Change To Account Receivables -141.43M -98.72M -351.84M -135.5M
Other Cashflows From Financing Activities -35.98M -24.82M -13.91M -54.14M
Change To Netincome -167.09M 139.52M -471.2M -321.28M
Capital Expenditures -2.57B -2.91B -4.06B -3.18B

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 1.33B 1.19B 1.56B 1.57B
Net Income 1.03B 909.05M 1.21B 1.22B
Selling General Administrative -60.8M -31.3M -44.4M -84.4M
Gross Profit 3.97B 4.12B 4.44B 4.75B
Ebit 1.76B 1.86B 2.03B 2.08B
Operating Income 1.76B 1.86B 2.03B 2.08B
Interest Expense -498.81M -533.2M -538.45M -582.33M
Income Tax Expense 288.97M 273.5M 346.19M 344.22M
Total Revenue 8.45B 8.53B 8.9B 9.86B
Cost Of Revenue 4.47B 4.4B 4.47B 5.11B
Total Other Income ExpenseNet -431.24M -671.36M -474.26M -505.45M
Net Income From Continuing Ops 1.04B 916.57M 1.21B 1.23B
Net Income Applicable To Common Shares 1.03B 909.05M 1.21B 1.22B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 26.6B 28.34B 31.88B 33.74B
Total Stockholder Equity 11.49B 12.63B 14.06B 14.6B
Other Current Liabilities 1.18B 1.18B 1.18B 1.41B
Total Assets 38.24B 41.12B 46.1B 48.49B
Common Stock 1.67B 1.73B 1.79B 1.79B
Other Current Assets 514.78M 651.11M 1.08B 1.13B
Retained Earnings 3.95B 4.18B 4.61B 5.01B
Treasury Stock -377.77M -364.11M -354.39M -293.15M
Cash 108.07M 15.43M 106.6M 66.77M
Total Current Liabilities 4.11B 3.61B 4.92B 5.85B
Other Stockholder Equity -60M -65.06M -76.41M -42.27M
Property, Plant, and Equipment 25.61B 27.64B 30.94B 33.42B
Total Current Assets 2.29B 2.41B 3.13B 3.27B
Net Tangible Assets 7.06B 8.2B 9.62B 10.12B
Net Receivables 1.17B 1.17B 1.43B 1.44B
Accounts Payable 1.12B 1.15B 1.37B 1.67B


Insider Transactions

Here are the insider transactions of stock shares related to Eversource Energy:

Filer Name Transaction Text Ownership Date Filer Relation Shares
BUTLER GREGORY BSale at price 91.33 per share.D2022-08-29General Counsel5k
SCHWEIGER WERNER JStock Gift at price 0.00 per share.I2022-06-01Chief Operating Officer975
BUTH JAY SSale at price 92.55 per share.D2022-06-01Officer650
CONNER PENELOPE MSale at price 91.75 per share.D2022-05-24Officer4k
CARMODY CHRISTINE MSale at price 90.14 per share.D2022-05-11Officer11.16k
CONNER PENELOPE MSale at price 91.50 per share.D2022-05-10Officer2k
WILLIAMS FREDERICA MSale at price 90.84 per share.D2022-05-09Trustee1.86k
HUNT JAMES W IIISale at price 90.00 per share.D2022-04-05Officer4.44k
CLEVELAND COTTON MATHERSale at price 84.00 per share.D2022-03-04Trustee1.86k
NOLAN JOSEPH R JRStock Gift at price 0.00 per share.D2022-03-03Chief Executive Officer1.2k
FORRY LINDA DORCENASale at price 79.18 per share.D2022-02-24Trustee1.49k
BUTH JAY SSale at price 82.97 per share.D2022-02-22Officer725
JUDGE JAMES JStock Award(Grant) at price 0.00 per share.D2022-02-02Officer100.45k
JUDGE JAMES JStock Award(Grant) at price 0.00 per share.D2022-02-02Officer78.37k
SCHWEIGER WERNER JStock Award(Grant) at price 0.00 per share.D2022-02-02Chief Operating Officer23.51k
SCHWEIGER WERNER JStock Award(Grant) at price 0.00 per share.D2022-02-02Chief Operating Officer17.12k
NOLAN JOSEPH R JRStock Award(Grant) at price 0.00 per share.D2022-02-02Chief Executive Officer32.23k
NOLAN JOSEPH R JRStock Award(Grant) at price 0.00 per share.D2022-02-02Chief Executive Officer12.92k
BUTLER GREGORY BStock Award(Grant) at price 0.00 per share.D2022-02-02General Counsel18.81k
BUTLER GREGORY BStock Award(Grant) at price 0.00 per share.D2022-02-02General Counsel14.11k
BUTH JAY SStock Award(Grant) at price 0.00 per share.D2022-02-02Officer4.11k
BUTH JAY SStock Award(Grant) at price 0.00 per share.D2022-02-02Officer3.08k
CARMODY CHRISTINE MStock Award(Grant) at price 0.00 per share.D2022-02-02Officer15.2k
CARMODY CHRISTINE MStock Award(Grant) at price 0.00 per share.D2022-02-02Officer11.4k
LEMBO PHILIP J.Stock Award(Grant) at price 0.00 per share.D2022-02-02Chief Financial Officer23.18k
LEMBO PHILIP J.Stock Award(Grant) at price 0.00 per share.D2022-02-02Chief Financial Officer17.12k
HUNT JAMES W IIIStock Award(Grant) at price 0.00 per share.D2022-02-02Officer5.42k
HUNT JAMES W IIIStock Award(Grant) at price 0.00 per share.D2022-02-02Officer3.27k
CONNER PENELOPE MStock Award(Grant) at price 0.00 per share.D2022-02-02Officer5.7k
CONNER PENELOPE MStock Award(Grant) at price 0.00 per share.D2022-02-02Officer3.65k
VAN FAASEN WILLIAM CSale at price 86.85 per share.D2022-01-18Trustee1.86k
VAN FAASEN WILLIAM CStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
LEIBLER KENNETH RStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
KIM JOHN YStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
DOYLE FRANCIS AStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
DISTASIO JAMES SStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
WILLIAMS FREDERICA MStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
FORRY LINDA DORCENAStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
LONG DAVID H.Stock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
JONES GREGORY M.Stock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
CLEVELAND COTTON MATHERStock Award(Grant) at price 0.00 per share.D2022-01-14Trustee1.86k
JUDGE JAMES JStock Gift at price 0.00 per share.D2021-11-23Officer138k
SCHWEIGER WERNER JStock Gift at price 0.00 per share.I2021-11-16Chief Operating Officer875
FORRY LINDA DORCENASale at price 87.79 per share.D2021-08-04Trustee625
BUTLER GREGORY BSale at price 82.16 per share.D2021-06-04General Counsel12k
BUTH JAY SSale at price 84.26 - 84.39 per share.D2021-05-18Officer3k
CLEVELAND COTTON MATHERSale at price 85.79 - 86.00 per share.D2021-05-14Trustee1.86k
VAN FAASEN WILLIAM CSale at price 85.15 per share.D2021-05-13Trustee1.81k
JUDGE JAMES JStock Award(Grant) at price 0.00 per share.D2021-02-08Chief Executive Officer101.84k
SCHWEIGER WERNER JStock Award(Grant) at price 0.00 per share.D2021-02-08Chief Operating Officer23.25k
NOLAN JOSEPH R JRStock Award(Grant) at price 0.00 per share.D2021-02-08Officer17.12k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Eversource Energy. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Eversource Energy

Here is the result of two systematic investment strategies applied to Eversource Energy. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Eversource Energy

The following chart shows the equity curve of the two systematic investment strategies applied to Eversource Energy:

Eversource Energy automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on Eversource Energy

This is the result of two momentum investment strategies applied to Eversource Energy. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Eversource Energy

The following chart shows all the entries opened by the momentum investment system on Eversource Energy:

Eversource Energy momentum entries
  • The first momentum investment strategy would give 0% of return on Eversource Energy. That represents 0.0£ of latent gain with 0.0£ of employed capital.
  • The second momentum investment strategy would give 0% of return on Eversource Energy. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on Eversource Energy

The following chart shows the equity curve of the two momentum strategies applied to Eversource Energy:

Eversource Energy momentum equity

Note: the dividends potentially given by Eversource Energy are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Eversource Energy

The following chart shows the employed capital evolution of the two momentum strategies on Eversource Energy since the beginning:

Eversource Energy

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on Eversource Energy

Buy the dip entry openings on Eversource Energy

Eversource Energy

The performance achieved by the robo-advisor on Eversource Energy is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows Eversource Energy stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Eversource Energy, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to Eversource Energy

The following chart shows the result of the investment strategy applied to Eversource Energy:

Eversource Energy

Note: the dividends potentially given by Eversource Energy are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Eversource Energy

The following chart shows the employed capital evolution since the beginning of the investment strategy on Eversource Energy:

Eversource Energy

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Eversource Energy

In this section, I will compare the three previous investment strategies applied to Eversource Energy.

Equity curve comparison on Eversource Energy

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Eversource Energy investment strategy comparison

Employed capital comparison on Eversource Energy

Eversource Energy investment comparison

Performance comparison on Eversource Energy

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter 0% 0.0£ 0.0£ -0.0%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Eversource Energy:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between Eversource Energy and the other stocks. There may be false positives or some missing correlated stocks. If the price of Eversource Energy does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Eversource Energy
Country United States
City Springfield
Address 300 Cadwell Drive
Phone 800 286 5000
Website www.eversource.com
FullTime employees 9227
Industry
Sector
Exchange XLON
Ticker 0IJ2.XLON
Market www.londonstockexchange.com

Eversource Energy ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 4.8
Peer Environment Performance 12.563076923077
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 8.2
Peer Social Performance 9.9100961538462
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.7943925233645
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Customer Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 6.1
Peer Governance Performance 6.4113461538462
Governance Percentile unknown

ESG at glance
Total ESG Scores: 19.0
Environment Score: 4.8
Social Score: 8.2
Governance Score: 6.1

ESG Performance: UNDER_PERF

Peer Group: Utilities

Peer Esg Score Performance: 29.193925233645

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 22