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

ES NYSE Electric Services MA CIK: 0000072741
Recently Updated • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
77% Confidence
AGREEMENT
SELL
72% Conf
HOLD
82% Conf

📊 ES Key Takeaways

Revenue: $4.5B
Net Margin: 13.5%
Free Cash Flow: $315.0M
Current Ratio: 0.65x
Debt/Equity: 1.62x
EPS: $1.61
AI Rating: SELL with 72% confidence
Eversource Energy (ES) receives a SELL rating with 77% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.5B, net profit margin of 13.5%, and return on equity (ROE) of 3.7%, 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 faces fundamental financial stress despite stable utility operations. Deteriorating net income (-0.4% YoY), dangerously low liquidity (0.65x current ratio), and extremely tight interest coverage (1.3x) create vulnerability to operational shocks or rising rates. Minimal revenue growth (+0.4%) and poor capital returns (3.7% ROE) offer limited upside to justify structural leverage risks.

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
  • + Stable operating margins of 23.9% typical of regulated utilities with predictable revenue streams
  • + Solid operating cash flow generation of $1.3B demonstrates core business cash generation capability
  • + Essential service provider (electric utility) with defensive business characteristics and customer base
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
  • ! Critical liquidity crisis: current ratio of 0.65x well below healthy 1.0x threshold indicates inability to cover short-term obligations
  • ! Excessive leverage with 1.62x debt-to-equity ratio combined with dangerously tight 1.3x interest coverage ratio - limited capacity for adverse scenarios
  • ! Deteriorating fundamentals: net income declining (-0.4% YoY) despite flat revenue growth (+0.4%), indicating margin compression or rising costs
  • ! Abysmal capital efficiency: ROE of 3.7% and ROA of 0.9% suggest shareholders receive inadequate returns on deployed capital
  • ! High capex needs ($1.0B) consume most operating cash flow, leaving minimal free cash flow ($315M, 7% margin) for debt reduction or distributions
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
  • * Current ratio trend - must improve above 1.0x to address liquidity concerns
  • * Interest coverage ratio - needs to exceed 2.0x minimum for financial stability; 1.3x is unsustainable
  • * Revenue growth acceleration and operating margin stability - verify no further margin compression
  • * Net debt levels and debt reduction progress given leverage constraints
  • * Free cash flow generation and capital allocation priorities
ChatGPT
  • * Free cash flow after capital expenditures
  • * Debt leverage and interest coverage

Eversource Energy (ES) Financial Metrics & Key Ratios

Revenue
$4.5B
Net Income
$606.8M
EPS (Diluted)
$1.61
Free Cash Flow
$315.0M
Total Assets
$64.7B
Cash Position
$270.2M

💡 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 23.9%
Net Margin 13.5%
ROE 3.7%
ROA 0.9%
FCF Margin 7.0%

ES vs Utilities Sector: How Eversource Energy Compares

How Eversource Energy compares to Utilities sector averages

Net Margin
ES 13.5%
vs
Sector Avg 12.0%
ES Sector
ROE
ES 3.7%
vs
Sector Avg 10.0%
ES Sector
Current Ratio
ES 0.7x
vs
Sector Avg 0.8x
ES Sector
Debt/Equity
ES 1.6x
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
3.7%
Sector avg: 10%
Net Profit Margin
13.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.62x
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
1.62x
Debt/Assets
0.0%
Interest Coverage
1.31x
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
7.0%
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
Q1 2026 $4.1B $552.7M $1.50
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

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
$1.3B
Cash generated from operations
Capital Expenditures
$1.0B
Investment in assets
Dividends Paid
$290.0M
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
May 7, 2026 10-Q es-20260331.htm View →
May 6, 2026 8-K tm2613673d1_8k.htm View →
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 →

Frequently Asked Questions about ES

What is the AI rating for ES?

Eversource Energy (ES) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 77% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ES's key strengths?

Claude: Stable operating margins of 23.9% typical of regulated utilities with predictable revenue streams. Solid operating cash flow generation of $1.3B demonstrates core business cash generation capability. 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: Critical liquidity crisis: current ratio of 0.65x well below healthy 1.0x threshold indicates inability to cover short-term obligations. Excessive leverage with 1.62x debt-to-equity ratio combined with dangerously tight 1.3x interest coverage ratio - limited capacity for adverse scenarios. 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 $4.5B.

Does ES pay dividends?

Eversource Energy pays dividends, with $290.0M 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 $1.61.

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 May 2026, Eversource Energy has a SELL rating with 77% 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 3.7% (sector avg: 10%), net margin of 13.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ES stock in 2026?

Our dual AI analysis gives Eversource Energy a combined SELL 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 $1.3B, with capital expenditures of $1.0B. FCF margin is 7.0%.

How does ES compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 13.5% (avg: 12%), ROE 3.7% (avg: 10%), current ratio 0.65 (avg: 0.8).

Is Eversource Energy carrying too much debt?

ES has a debt-to-equity ratio of 1.62x, 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: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI