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The Top 8 Utilities stocks to own in September 2019

This post breaks downs 8 Utilities isntruments to have in your portfolio in September 2019. I will cover the following entities: New Fortress Energy LLC, NextEra Energy Partners LP, NextEra Energy, Alliant Energy Corporation, Entergy Corporation, Edison International, Duke Energy Corporation Holdin, and California Water Service Group
Published over a year ago
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Reviewed by Michael Smolkin

This list of potential positions covers USA Equities from Utilities industry as classified by Fama & French. Fama and French investing themes focus on testing asset pricing under different economic assumptions in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.
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New Fortress Energy (NFE)

The company has Return on Asset of 0.0639 % which means that on every $100 spent on assets, it made $0.0639 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.341 %, implying that it generated $0.341 on every 100 dollars invested. New Fortress' management efficiency ratios could be used to measure how well New Fortress manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.06. The current year's Return On Capital Employed is expected to grow to 0.11. At present, New Fortress' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 223.8 M, whereas Non Currrent Assets Other are forecasted to decline to about 84.8 M. The entity currently falls under 'Mid-Cap' category with a total capitalization of 5.75 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate New Fortress's market, we take the total number of its shares issued and multiply it by New Fortress's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be undervalued. New Fortress Energy secures a last-minute Real Value of $32.59 per share. The latest price of the firm is $28.06. Our model forecasts the value of New Fortress Energy from analyzing the firm fundamentals such as Return On Equity of 0.34, current valuation of 13.11 B, and Profit Margin of 0.23 % as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend purchasing undervalued stocks and exiting overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.

Nextera Energy Partners (NEP)

At this time, Nextera Energy's Return On Tangible Assets are relatively stable compared to the past year. As of 04/20/2024, Return On Assets is likely to grow to 0.01, though Return On Capital Employed is likely to grow to (0). At this time, Nextera Energy's Total Current Liabilities is relatively stable compared to the past year. As of 04/20/2024, Liabilities And Stockholders Equity is likely to grow to about 23.6 B, while Non Current Liabilities Total is likely to drop slightly above 4.8 B. Nextera Energy's management efficiency ratios could be used to measure how well Nextera Energy manages its routine affairs as well as how well it operates its assets and liabilities. The firm currently falls under 'Mid-Cap' category with a total capitalization of 2.53 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Nextera Energy's market, we take the total number of its shares issued and multiply it by Nextera Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

4.06 Billion

At this time, Nextera Energy's Short and Long Term Debt Total is relatively stable compared to the past year.

Nextera Energy (NEE)

The company has Return on Asset of 0.0374 % which means that on every $100 spent on assets, it made $0.0374 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1158 %, implying that it generated $0.1158 on every 100 dollars invested. Nextera Energy's management efficiency ratios could be used to measure how well Nextera Energy manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.08, whereas Return On Tangible Assets are forecasted to decline to 0.04. At present, Nextera Energy's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 2.9 B, whereas Return On Tangible Assets are forecasted to decline to 0.04. The entity currently falls under 'Mega-Cap' category with a total capitalization of 131.51 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Nextera Energy's market, we take the total number of its shares issued and multiply it by Nextera Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Nextera Energy secures a last-minute Real Value of $63.76 per share. The latest price of the firm is $64.3. Our model forecasts the value of Nextera Energy from analyzing the firm fundamentals such as Current Valuation of 214.31 B, return on equity of 0.12, and Profit Margin of 0.26 % as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend purchasing undervalued stocks and exiting overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.

Alliant Energy Corp (LNT)

The company has Return on Asset of 0.0277 % which means that on every $100 spent on assets, it made $0.0277 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1077 %, implying that it generated $0.1077 on every 100 dollars invested. Alliant Energy's management efficiency ratios could be used to measure how well Alliant Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to gain to 0.07 in 2024, whereas Return On Tangible Assets are likely to drop 0.02 in 2024. At this time, Alliant Energy's Liabilities And Stockholders Equity is comparatively stable compared to the past year. Non Current Liabilities Total is likely to gain to about 13.6 B in 2024, whereas Total Current Liabilities is likely to drop slightly above 1.3 B in 2024. This firm currently falls under 'Large-Cap' category with a total capitalization of 12.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Alliant Energy's market, we take the total number of its shares issued and multiply it by Alliant Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

10.19 Billion

At this time, Alliant Energy's Short and Long Term Debt Total is comparatively stable compared to the past year.

Entergy (ETR)

The company has Return on Asset of 0.0283 % which means that on every $100 spent on assets, it made $0.0283 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1669 %, implying that it generated $0.1669 on every 100 dollars invested. Entergy's management efficiency ratios could be used to measure how well Entergy manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Entergy's Return On Capital Employed is relatively stable compared to the past year. As of 04/20/2024, Return On Equity is likely to grow to 0.17, while Return On Tangible Assets are likely to drop 0.03. At this time, Entergy's Non Currrent Assets Other are relatively stable compared to the past year. As of 04/20/2024, Other Current Assets is likely to grow to about 347.4 M, while Non Current Assets Total are likely to drop slightly above 37.1 B. The company currently falls under 'Large-Cap' category with a total capitalization of 22.12 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Entergy's market, we take the total number of its shares issued and multiply it by Entergy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be overvalued. Entergy shows a prevailing Real Value of $93.84 per share. The current price of the firm is $106.77. Our model computes the value of Entergy from reviewing the firm fundamentals such as Current Valuation of 48.87 B, profit margin of 0.19 %, and Shares Outstanding of 213.24 M as well as analyzing its technical indicators and probability of bankruptcy. In general, most investors advise buying undervalued instruments and selling overvalued instruments since, at some point, asset prices and their ongoing real values will submerge.

Edison International (EIX)

The company has Return on Asset of 0.0282 % which means that on every $100 spent on assets, it made $0.0282 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0675 %, implying that it generated $0.0675 on every 100 dollars invested. Edison International's management efficiency ratios could be used to measure how well Edison International manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Edison International's Return On Tangible Assets are fairly stable compared to the past year. Return On Capital Employed is likely to rise to 0.06 in 2024, whereas Return On Equity is likely to drop 0.09 in 2024. At this time, Edison International's Non Currrent Assets Other are fairly stable compared to the past year. Other Current Assets is likely to rise to about 3.2 B in 2024, whereas Total Assets are likely to drop slightly above 49.1 B in 2024. This firm currently falls under 'Large-Cap' category with a total capitalization of 26.9 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Edison International's market, we take the total number of its shares issued and multiply it by Edison International's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

37.08 Billion

At this time, Edison International's Short and Long Term Debt Total is fairly stable compared to the past year.

Duke Energy (DUK)

The company has Return on Asset of 0.0254 % which means that on every $100 spent on assets, it made $0.0254 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0849 %, implying that it generated $0.0849 on every 100 dollars invested. Duke Energy's management efficiency ratios could be used to measure how well Duke Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.03 this year. Return On Capital Employed is expected to rise to 0.06 this year. At this time, Duke Energy's Non Current Liabilities Total is quite stable compared to the past year. Change To Liabilities is expected to rise to about 760.7 M this year, although the value of Total Current Liabilities will most likely fall to about 10.2 B. The company currently falls under 'Large-Cap' category with a total capitalization of 75.79 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Duke Energy's market, we take the total number of its shares issued and multiply it by Duke Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Duke Energy shows a prevailing Real Value of $97.28 per share. The current price of the firm is $98.24. Our model computes the value of Duke Energy from reviewing the firm fundamentals such as Profit Margin of 0.1 %, current valuation of 159.15 B, and Shares Outstanding of 771.46 M as well as analyzing its technical indicators and probability of bankruptcy. In general, most investors advise picking up undervalued instruments and discarding overvalued instruments since, at some point, asset prices and their ongoing real values will submerge.

California Water Service (CWT)

The company has Return on Asset of 0.0116 % which means that on every $100 spent on assets, it made $0.0116 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0373 %, implying that it generated $0.0373 on every 100 dollars invested. California Water's management efficiency ratios could be used to measure how well California Water manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0.01 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, California Water's Total Current Liabilities is comparatively stable compared to the past year. Liabilities And Stockholders Equity is likely to gain to about 4.9 B in 2024, whereas Change To Liabilities is likely to drop slightly above 269.3 K in 2024. This firm currently falls under 'Mid-Cap' category with a total capitalization of 2.59 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate California Water's market, we take the total number of its shares issued and multiply it by California Water's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

1.31 Billion

At this time, California Water's Short and Long Term Debt Total is comparatively stable compared to the past year.

Current Utilities Recommendations


How important is Macroaxis's Liquidity

Macroaxis financial leverage refers to using borrowed capital as a funding source to finance Macroaxis ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Macroaxis financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Macroaxis' owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Macroaxis' financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Macroaxis's total debt and its cash.

Macroaxis Gross Profit

Macroaxis Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Macroaxis previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Macroaxis Gross Profit growth over the last 10 years. Please check Macroaxis' gross profit and other fundamental indicators for more details.
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New Fortress Energy (NFE)

The company has Return on Asset of 0.0639 % which means that on every $100 spent on assets, it made $0.0639 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.341 %, implying that it generated $0.341 on every 100 dollars invested. New Fortress' management efficiency ratios could be used to measure how well New Fortress manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.06. The current year's Return On Capital Employed is expected to grow to 0.11. At present, New Fortress' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 223.8 M, whereas Non Currrent Assets Other are forecasted to decline to about 84.8 M. The entity currently falls under 'Mid-Cap' category with a total capitalization of 5.75 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate New Fortress's market, we take the total number of its shares issued and multiply it by New Fortress's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be undervalued. New Fortress Energy secures a last-minute Real Value of $32.59 per share. The latest price of the firm is $28.06. Our model forecasts the value of New Fortress Energy from analyzing the firm fundamentals such as Return On Equity of 0.34, current valuation of 13.11 B, and Profit Margin of 0.23 % as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend purchasing undervalued stocks and exiting overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.

Nextera Energy Partners (NEP)

At this time, Nextera Energy's Return On Tangible Assets are relatively stable compared to the past year. As of 04/20/2024, Return On Assets is likely to grow to 0.01, though Return On Capital Employed is likely to grow to (0). At this time, Nextera Energy's Total Current Liabilities is relatively stable compared to the past year. As of 04/20/2024, Liabilities And Stockholders Equity is likely to grow to about 23.6 B, while Non Current Liabilities Total is likely to drop slightly above 4.8 B. Nextera Energy's management efficiency ratios could be used to measure how well Nextera Energy manages its routine affairs as well as how well it operates its assets and liabilities. The firm currently falls under 'Mid-Cap' category with a total capitalization of 2.53 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Nextera Energy's market, we take the total number of its shares issued and multiply it by Nextera Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

4.06 Billion

At this time, Nextera Energy's Short and Long Term Debt Total is relatively stable compared to the past year.

Nextera Energy (NEE)

The company has Return on Asset of 0.0374 % which means that on every $100 spent on assets, it made $0.0374 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1158 %, implying that it generated $0.1158 on every 100 dollars invested. Nextera Energy's management efficiency ratios could be used to measure how well Nextera Energy manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.08, whereas Return On Tangible Assets are forecasted to decline to 0.04. At present, Nextera Energy's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 2.9 B, whereas Return On Tangible Assets are forecasted to decline to 0.04. The entity currently falls under 'Mega-Cap' category with a total capitalization of 131.51 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Nextera Energy's market, we take the total number of its shares issued and multiply it by Nextera Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Nextera Energy secures a last-minute Real Value of $63.76 per share. The latest price of the firm is $64.3. Our model forecasts the value of Nextera Energy from analyzing the firm fundamentals such as Current Valuation of 214.31 B, return on equity of 0.12, and Profit Margin of 0.26 % as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend purchasing undervalued stocks and exiting overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.

Alliant Energy Corp (LNT)

The company has Return on Asset of 0.0277 % which means that on every $100 spent on assets, it made $0.0277 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1077 %, implying that it generated $0.1077 on every 100 dollars invested. Alliant Energy's management efficiency ratios could be used to measure how well Alliant Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to gain to 0.07 in 2024, whereas Return On Tangible Assets are likely to drop 0.02 in 2024. At this time, Alliant Energy's Liabilities And Stockholders Equity is comparatively stable compared to the past year. Non Current Liabilities Total is likely to gain to about 13.6 B in 2024, whereas Total Current Liabilities is likely to drop slightly above 1.3 B in 2024. This firm currently falls under 'Large-Cap' category with a total capitalization of 12.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Alliant Energy's market, we take the total number of its shares issued and multiply it by Alliant Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

10.19 Billion

At this time, Alliant Energy's Short and Long Term Debt Total is comparatively stable compared to the past year.

Entergy (ETR)

The company has Return on Asset of 0.0283 % which means that on every $100 spent on assets, it made $0.0283 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1669 %, implying that it generated $0.1669 on every 100 dollars invested. Entergy's management efficiency ratios could be used to measure how well Entergy manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Entergy's Return On Capital Employed is relatively stable compared to the past year. As of 04/20/2024, Return On Equity is likely to grow to 0.17, while Return On Tangible Assets are likely to drop 0.03. At this time, Entergy's Non Currrent Assets Other are relatively stable compared to the past year. As of 04/20/2024, Other Current Assets is likely to grow to about 347.4 M, while Non Current Assets Total are likely to drop slightly above 37.1 B. The company currently falls under 'Large-Cap' category with a total capitalization of 22.12 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Entergy's market, we take the total number of its shares issued and multiply it by Entergy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be overvalued. Entergy shows a prevailing Real Value of $93.84 per share. The current price of the firm is $106.77. Our model computes the value of Entergy from reviewing the firm fundamentals such as Current Valuation of 48.87 B, profit margin of 0.19 %, and Shares Outstanding of 213.24 M as well as analyzing its technical indicators and probability of bankruptcy. In general, most investors advise buying undervalued instruments and selling overvalued instruments since, at some point, asset prices and their ongoing real values will submerge.

Edison International (EIX)

The company has Return on Asset of 0.0282 % which means that on every $100 spent on assets, it made $0.0282 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0675 %, implying that it generated $0.0675 on every 100 dollars invested. Edison International's management efficiency ratios could be used to measure how well Edison International manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Edison International's Return On Tangible Assets are fairly stable compared to the past year. Return On Capital Employed is likely to rise to 0.06 in 2024, whereas Return On Equity is likely to drop 0.09 in 2024. At this time, Edison International's Non Currrent Assets Other are fairly stable compared to the past year. Other Current Assets is likely to rise to about 3.2 B in 2024, whereas Total Assets are likely to drop slightly above 49.1 B in 2024. This firm currently falls under 'Large-Cap' category with a total capitalization of 26.9 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Edison International's market, we take the total number of its shares issued and multiply it by Edison International's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

37.08 Billion

At this time, Edison International's Short and Long Term Debt Total is fairly stable compared to the past year.

Duke Energy (DUK)

The company has Return on Asset of 0.0254 % which means that on every $100 spent on assets, it made $0.0254 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0849 %, implying that it generated $0.0849 on every 100 dollars invested. Duke Energy's management efficiency ratios could be used to measure how well Duke Energy manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.03 this year. Return On Capital Employed is expected to rise to 0.06 this year. At this time, Duke Energy's Non Current Liabilities Total is quite stable compared to the past year. Change To Liabilities is expected to rise to about 760.7 M this year, although the value of Total Current Liabilities will most likely fall to about 10.2 B. The company currently falls under 'Large-Cap' category with a total capitalization of 75.79 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Duke Energy's market, we take the total number of its shares issued and multiply it by Duke Energy's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Duke Energy shows a prevailing Real Value of $97.28 per share. The current price of the firm is $98.24. Our model computes the value of Duke Energy from reviewing the firm fundamentals such as Profit Margin of 0.1 %, current valuation of 159.15 B, and Shares Outstanding of 771.46 M as well as analyzing its technical indicators and probability of bankruptcy. In general, most investors advise picking up undervalued instruments and discarding overvalued instruments since, at some point, asset prices and their ongoing real values will submerge.

California Water Service (CWT)

The company has Return on Asset of 0.0116 % which means that on every $100 spent on assets, it made $0.0116 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0373 %, implying that it generated $0.0373 on every 100 dollars invested. California Water's management efficiency ratios could be used to measure how well California Water manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0.01 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, California Water's Total Current Liabilities is comparatively stable compared to the past year. Liabilities And Stockholders Equity is likely to gain to about 4.9 B in 2024, whereas Change To Liabilities is likely to drop slightly above 269.3 K in 2024. This firm currently falls under 'Mid-Cap' category with a total capitalization of 2.59 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate California Water's market, we take the total number of its shares issued and multiply it by California Water's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Short Long Term Debt Total

1.31 Billion

At this time, California Water's Short and Long Term Debt Total is comparatively stable compared to the past year.

Current Utilities Recommendations

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Find actively traded corporate debentures issued by US companies
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Fundamental Analysis
View fundamental data based on most recent published financial statements
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios