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AWK Stock Analysis - American Water Works Company, Inc. AI Rating

AWK NYSE Water Supply DE CIK: 0001410636
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 AWK Key Takeaways

Revenue: $5.1B
Net Margin: 21.7%
Free Cash Flow: $-1.1B
Current Ratio: 0.46x
Debt/Equity: 1.32x
EPS: $5.69
AI Rating: HOLD with 62% confidence

Investment Thesis

American Water Works demonstrates solid operational profitability with 36.7% operating margins and strong revenue growth of 10.1% YoY, reflecting stable utility demand. However, significant capital intensity with negative free cash flow of -1.1B and high leverage (1.32x debt/equity) constrain financial flexibility and raise sustainability concerns regarding dividend coverage and growth investments.

AWK Strengths

  • + Strong revenue growth of 10.1% YoY indicating market expansion and pricing power
  • + High operating margin of 36.7% and net margin of 21.7% demonstrating operational efficiency
  • + Solid interest coverage ratio of 8.2x providing adequate debt servicing capacity
  • + Consistent operating cash flow generation of 2.1B supporting capital investments

AWK Risks

  • ! Negative free cash flow of -1.1B with capital expenditures (3.1B) exceeding operating cash flow, indicating dependence on external financing
  • ! High leverage with debt-to-equity ratio of 1.32x and 14.3B long-term debt limiting financial flexibility
  • ! Critically low current ratio of 0.46x suggesting potential short-term liquidity stress and working capital management concerns
  • ! Minimal cash reserves (98M) relative to debt obligations and capital needs creates refinancing risk
  • ! Flat net income growth (0.0% YoY) despite 10.1% revenue growth indicating margin compression or one-time charges

Key Metrics to Watch

AWK Financial Metrics

Revenue
$5.1B
Net Income
$1.1B
EPS (Diluted)
$5.69
Free Cash Flow
$-1.1B
Total Assets
$35.4B
Cash Position
$98.0M

💡 AI Analyst Insight

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

AWK Profitability Ratios

Gross Margin N/A
Operating Margin 36.7%
Net Margin 21.7%
ROE 10.3%
ROA 3.1%
FCF Margin -20.8%

AWK vs Default Sector

How American Water Works Company, Inc. compares to Default sector averages

Net Margin
AWK 21.7%
vs
Sector Avg 12.0%
AWK Sector
ROE
AWK 10.3%
vs
Sector Avg 15.0%
AWK Sector
Current Ratio
AWK 0.5x
vs
Sector Avg 1.8x
AWK Sector
Debt/Equity
AWK 1.3x
vs
Sector Avg 0.7x
AWK Sector

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

AWK Balance Sheet & Liquidity

Current Ratio
0.46x
Quick Ratio
0.46x
Debt/Equity
1.32x
Debt/Assets
0.0%
Interest Coverage
8.21x
Long-term Debt
$14.3B

AWK 5-Year Financial Trend

AWK 5-year financial data: Year 2021: Revenue $3.9B, Net Income $621.0M, EPS $3.43. Year 2022: Revenue $3.9B, Net Income $709.0M, EPS $3.91. Year 2023: Revenue $4.2B, Net Income $1.3B, EPS $6.95. Year 2024: Revenue $4.7B, Net Income $820.0M, EPS $4.51. Year 2025: Revenue $5.1B, Net Income $944.0M, EPS $4.90.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: American Water Works Company, Inc.'s revenue has grown significantly by 31% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.90 reflects profitable operations.

AWK Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-20.8%
Free cash flow / Revenue

AWK Quarterly Performance

Quarterly financial performance data for American Water Works Company, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.3B $185.0M $1.80
Q2 2025 $1.1B $185.0M $1.42

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

AWK Capital Allocation

Operating Cash Flow
$2.1B
Cash generated from operations
Capital Expenditures
$3.1B
Investment in assets
Dividends Paid
$633.0M
Returned to shareholders

AWK SEC Filings

Access official SEC EDGAR filings for American Water Works Company, Inc. (CIK: 0001410636)

📋 Recent SEC Filings

Date Form Document Action
Mar 10, 2026 8-K awk-20260305.htm View →
Mar 2, 2026 8-K awk-20260226.htm View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771456636.xml View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771456169.xml View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771455992.xml View →

Frequently Asked Questions about AWK

What is the AI rating for AWK?

American Water Works Company, Inc. (AWK) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are AWK's key strengths?

Strong revenue growth of 10.1% YoY indicating market expansion and pricing power. High operating margin of 36.7% and net margin of 21.7% demonstrating operational efficiency.

What are the risks of investing in AWK?

Negative free cash flow of -1.1B with capital expenditures (3.1B) exceeding operating cash flow, indicating dependence on external financing. High leverage with debt-to-equity ratio of 1.32x and 14.3B long-term debt limiting financial flexibility.

What is AWK's revenue and growth?

American Water Works Company, Inc. reported revenue of $5.1B.

Does AWK pay dividends?

American Water Works Company, Inc. pays dividends, with $633.0M distributed to shareholders in the trailing twelve months.

Where can I find AWK SEC filings?

Official SEC filings for American Water Works Company, Inc. (CIK: 0001410636) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AWK's EPS?

American Water Works Company, Inc. has a diluted EPS of $5.69.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI