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Eversource Energy (ES) Stock Fundamental Analysis & AI Rating 2026

ES NYSE Electric Services MA CIK: 0000072741
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
74% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
82% Conf

📊 ES Key Takeaways

Revenue: $13.5B
Net Margin: 12.5%
Free Cash Flow: $-45.1M
Current Ratio: 0.65x
Debt/Equity: 1.66x
EPS: $4.56
AI Rating: HOLD with 65% confidence
Eversource Energy (ES) receives a HOLD rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $13.5B, net profit margin of 12.5%, and return on equity (ROE) of 10.4%, Eversource Energy demonstrates mixed fundamentals in the Utilities sector. Below is our complete ES stock analysis for 2026.

Is Eversource Energy (ES) a Good Investment?

Claude

Eversource Energy demonstrates stable utility fundamentals with solid profitability margins (22.1% operating margin) and reliable cash generation from operations ($4.1B), but faces capital intensity challenges with negative free cash flow and elevated leverage (1.66x D/E) limiting financial flexibility. The company's modest revenue growth (+0.4% YoY) and declining net income (-0.4% YoY) despite EPS expansion signal operational maturity typical of regulated utilities, requiring careful capital allocation monitoring.

ChatGPT

Eversource Energy shows stable regulated-utility fundamentals, with solid operating profitability and strong operating cash generation supporting the business despite minimal revenue and net income growth. However, growth quality is mixed because free cash flow is slightly negative after heavy capital spending, while leverage is elevated and liquidity is thin. The company appears fundamentally resilient, but balance-sheet pressure limits upside in a pure fundamentals-based view.

Why Buy Eversource Energy Stock? ES Key Strengths

Claude
  • + Strong operating margin of 22.1% demonstrates pricing power and operational efficiency in regulated utility model
  • + Substantial operating cash flow of $4.1B provides foundation for dividend support and debt servicing
  • + Manageable interest coverage ratio of 3.6x indicates ability to service debt obligations under normal conditions
ChatGPT
  • + Solid operating margin of 22.1% and net margin of 12.5% indicate healthy core utility profitability
  • + Operating cash flow of $4.11B demonstrates strong cash generation from regulated operations
  • + ROE of 10.4% suggests the company is earning reasonable returns on shareholder capital

ES Stock Risks: Eversource Energy Investment Risks

Claude
  • ! Negative free cash flow of -$45.1M indicates capex ($4.2B) exceeds operating cash generation, requiring external financing or debt accumulation
  • ! Elevated debt-to-equity ratio of 1.66x limits financial flexibility during economic stress or rising interest rate environment
  • ! Weak liquidity position with current ratio of 0.65x below industry safety threshold, creating refinancing dependence for working capital needs
ChatGPT
  • ! Revenue growth of just 0.4% and net income decline of 0.4% point to limited organic earnings momentum
  • ! Free cash flow is slightly negative due to capital expenditures exceeding operating cash flow, reducing financial flexibility
  • ! Leverage is meaningful with debt/equity of 1.66x, interest coverage of 3.6x, and current ratio of 0.65x indicating tight liquidity

Key Metrics to Watch

Claude
  • * Free cash flow trend and capital expenditure sustainability relative to operating cash flow
  • * Debt-to-equity ratio trajectory and refinancing rates in rising rate environment
  • * Revenue growth acceleration and regulatory rate relief approval impacts on profitability
ChatGPT
  • * Free cash flow after capital expenditures
  • * Debt leverage and interest coverage

Eversource Energy (ES) Financial Metrics & Key Ratios

Revenue
$13.5B
Net Income
$1.7B
EPS (Diluted)
$4.56
Free Cash Flow
$-45.1M
Total Assets
$63.8B
Cash Position
$135.4M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

ES Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 22.1%
Net Margin 12.5%
ROE 10.4%
ROA 2.7%
FCF Margin -0.3%

ES vs Utilities Sector: How Eversource Energy Compares

How Eversource Energy compares to Utilities sector averages

Net Margin
ES 12.5%
vs
Sector Avg 12.0%
ES Sector
ROE
ES 10.4%
vs
Sector Avg 10.0%
ES Sector
Current Ratio
ES 0.7x
vs
Sector Avg 0.8x
ES Sector
Debt/Equity
ES 1.7x
vs
Sector Avg 1.4x
ES Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Eversource Energy Stock Overvalued? ES Valuation Analysis 2026

Based on fundamental analysis, Eversource Energy has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
10.4%
Sector avg: 10%
Net Profit Margin
12.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.66x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Eversource Energy Balance Sheet: ES Debt, Cash & Liquidity

Current Ratio
0.65x
Quick Ratio
0.65x
Debt/Equity
1.66x
Debt/Assets
0.0%
Interest Coverage
3.63x
Long-term Debt
$26.9B

ES Revenue & Earnings Growth: 5-Year Financial Trend

ES 5-year financial data: Year 2021: Revenue $9.8B, Net Income $916.6M, EPS $2.81. Year 2022: Revenue $12.3B, Net Income $1.2B, EPS $3.55. Year 2023: Revenue $12.3B, Net Income $1.2B, EPS $3.54. Year 2024: Revenue $12.3B, Net Income N/A, EPS $4.05. Year 2025: Revenue $13.5B, Net Income N/A, EPS $-1.26.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Eversource Energy's revenue has grown significantly by 37% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.26 indicates the company is currently unprofitable.

ES Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.3%
Free cash flow / Revenue

ES Quarterly Earnings & Performance

Quarterly financial performance data for Eversource Energy including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $3.1B -$116.2M $-0.33
Q2 2025 $2.5B $337.2M $0.95
Q1 2025 $3.3B $523.7M $1.49
Q3 2024 $2.8B $17.3M $-0.33
Q2 2024 $2.5B $17.3M $0.04
Q1 2024 $3.3B $493.0M $1.41
Q3 2023 $2.8B $17.3M $0.97
Q2 2023 $2.6B $17.3M $0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Eversource Energy Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$4.1B
Cash generated from operations
Capital Expenditures
$4.2B
Investment in assets
Dividends Paid
$1.1B
Returned to shareholders

ES SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Eversource Energy (CIK: 0000072741)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 8-K tm2610782d1_8k.htm View →
Mar 27, 2026 DEF 14A tm261423-1_def14a.htm View →
Mar 6, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →
Feb 26, 2026 8-K tm267394d1_8k.htm View →

Frequently Asked Questions about ES

What is the AI rating for ES?

Eversource Energy (ES) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ES's key strengths?

Claude: Strong operating margin of 22.1% demonstrates pricing power and operational efficiency in regulated utility model. Substantial operating cash flow of $4.1B provides foundation for dividend support and debt servicing. ChatGPT: Solid operating margin of 22.1% and net margin of 12.5% indicate healthy core utility profitability. Operating cash flow of $4.11B demonstrates strong cash generation from regulated operations.

What are the risks of investing in ES?

Claude: Negative free cash flow of -$45.1M indicates capex ($4.2B) exceeds operating cash generation, requiring external financing or debt accumulation. Elevated debt-to-equity ratio of 1.66x limits financial flexibility during economic stress or rising interest rate environment. ChatGPT: Revenue growth of just 0.4% and net income decline of 0.4% point to limited organic earnings momentum. Free cash flow is slightly negative due to capital expenditures exceeding operating cash flow, reducing financial flexibility.

What is ES's revenue and growth?

Eversource Energy reported revenue of $13.5B.

Does ES pay dividends?

Eversource Energy pays dividends, with $1,093.1M distributed to shareholders in the trailing twelve months.

Where can I find ES SEC filings?

Official SEC filings for Eversource Energy (CIK: 0000072741) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ES's EPS?

Eversource Energy has a diluted EPS of $4.56.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ES a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Eversource Energy has a HOLD rating with 74% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ES stock overvalued or undervalued?

Valuation metrics for ES: ROE of 10.4% (sector avg: 10%), net margin of 12.5% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy ES stock in 2026?

Our dual AI analysis gives Eversource Energy a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is ES's free cash flow?

Eversource Energy's operating cash flow is $4.1B, with capital expenditures of $4.2B. FCF margin is -0.3%.

How does ES compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 12.5% (avg: 12%), ROE 10.4% (avg: 10%), current ratio 0.65 (avg: 0.8).

Is Eversource Energy carrying too much debt?

ES has a debt-to-equity ratio of 1.66x, which is above the Utilities sector average of 1.4x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI