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WTRG$36.25-1.73%
Fair $37.06+2.2%

WTRG

Essential Utilities, Inc.

Utilities / Utilities - Regulated WaterNYSE

$36.25

-0.64 (-1.73%)

Fairly Valued+2.2%Fair Value $37.06Fund rank 26/100 · Data gapSEC 19/19 yrs|
SA 25/D
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 28% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-419.5M · quality 59.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data QA 35/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

25/100

D

Piotroski

6/9

balance/quality

Valuation

52/100

+2.2% upside

5Y CAGR

+8.0%

82/100

Data QA

100/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 0sec-companyfacts: 19
Thesis & Journal · WTRGLocal privado en este navegador · Essential Utilities, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$10.3B

P/E

17.0x

↑

EV/EBITDA

13.5x

↑

ROE

9.0%

↑

Gross Margin

57.8%

↑

Debt/Equity

1.19

↑
52-Week Range$36
$36$42
EV/EBITDA Historical13.5x

TradingView lightweight chart

WTRG price, volumen y niveles de valoración

Último $36.25Periodo +486.3%
Fair value: $37.06

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+8.5%

FCF CAGR

—

FCF margin

-17.0%

FCF / Net income

-0.68x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $2.47B · net income $616.4M · FCF $-419.5M

2007-FY → 2025-FY

Gross margin

57.8%— pts

Operating margin

37.2%— pts

Net margin

24.9%+8.1% pts

FCF margin

-17.0%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$2.47B$2.47B$2.09B$2.05B$2.29B$1.88B$1.46B$889.7M$838.1M$809.5M$819.9M$814.2M$779.9M$761.9M$750.7M$680.7M$653.8M$609.9M$573.1M$566.5M
Net Income$616.4M$616.4M$595.3M$498.2M$465.2M$431.6M$284.8M$224.5M$192.0M$239.7M$234.2M$201.8M$233.2M$221.3M$196.6M$143.1M$124.0M$104.4M$97.9M$95.0M
EBITDA$1.37B$1.37B$1.25B$1.06B$1.01B$900.7M$691.7M$496.6M$469.9M$470.6M$466.3M$449.8M$440.9M$425.6M$433.8M$389.1M$369.1M$339.4M$320.1M—
EPS2.202.202.171.861.771.671.121.041.081.351.321.141.311.251.120.830.720.610.730.71
Gross Margin57.8%57.8%58.6%54.8%46.9%———————————————
Operating Margin37.2%37.2%36.3%33.7%28.9%32.1%29.7%38.2%38.6%41.2%40.7%39.4%40.3%39.6%42.3%41.3%39.4%37.4%39.4%—
Net Margin24.9%24.9%28.5%24.3%20.3%23.0%19.5%25.2%22.9%29.6%28.6%24.8%29.9%29.0%26.2%21.0%19.0%17.1%17.1%16.8%
Balance Sheet
Debt/Equity1.191.191.211.171.221.141.190.791.271.081.021.020.981.011.151.181.291.30——
Current Ratio0.950.95——————————————————
Cash Flow
Free Cash Flow$-419.5M$-419.5M$-559.4M$-265.5M$-462.5M———$-127.2M$-96.8M$13.2M$6.1M$36.3M$57.9M$21.3M$42.5M$-43.1M$-8.3M$-31.0M—
Returns
ROE9.0%9.0%9.6%8.4%8.7%8.3%6.1%5.8%9.6%12.2%12.7%11.7%14.1%14.4%14.2%11.4%10.6%9.4%9.3%9.7%
Valuation
P/E17.0217.0217.2620.1321.1622.4333.4436.0134.6827.7428.3732.8528.5929.9633.4445.1252.0161.3951.3052.75
EV/EBITDA13.5013.5014.1616.2219.46———————————————
P/B1.531.531.661.701.831.862.042.083.323.413.603.854.024.314.735.194.384.604.77—
Growth & Yield
Revenue Growth18.6%18.6%1.6%-10.2%21.8%28.4%64.4%6.2%3.5%-1.3%0.7%4.4%2.4%1.5%10.3%4.1%7.2%6.4%1.2%—
EPS Growth1.4%1.4%16.7%5.1%6.0%49.1%7.7%-3.7%-20.0%2.3%15.8%-13.0%4.8%11.6%34.9%15.3%18.0%-16.4%2.8%—
Dividend Yield3.8%3.8%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growth
terminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$3.22

Spread vs growth

-12.1%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$3.89

Spread vs growth

-10.7%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$6.27

Spread vs growth

-9.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -2.1%

Total return

-2.1%

Start / end P/E

17.8x → 16.5x

EPS bridge

2.17 → 2.20

Residual

-0.1%

EPS growth+1.4%
Multiple rerating-7.2%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.

13.5x
19.5x
EV/EBITDA vs Sector13.5x
4.9xmed 9.8x20.2x