6 Utilities Boosting Earnings

Central Puerto tops the list

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Jun 22, 2020
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The following companies have grown their earnings per share over a five-year period. According to the GuruFocus discounted cash flow calculator as of June 22, some of them also trade with a margin of safety.

Algonquin Power & Utilities

Algonquin Power & Utilities Corp.'s (AQN) earnings per share have grown 25.7% per annum over the past five years.

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According to the DCF calculator, the stock is undervalued with a 17.51% margin of safety at $13.43 per share. The price-earnings ratio is 18.93. The share price has been as high as $16.85 and as low as $9.53 in the last 52 weeks; it is currently 20.30% below its 52-week high and 40.92% above its 52-week low.

The transmission and distribution utility has a market cap of $7.1 billion and an enterprise value of $11.95 billion.

The company's largest guru shareholder is Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.79% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.11%.

Central Puerto

The earnings per share of Central Puerto SA (CEPU) have grown 128% per annum over the past five years.

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According to the DCF calculator, the stock is undervalued with a 74% margin of safety at $2.47 per share. The price-earnings ratio is 5.86. The share price has been as high as $9.99 and as low as $1.86 in the last 52 weeks; it is currently 75.28% below its 52-week high and 32.8% above its 52-week low.

The Argentina-based power generation company has a market cap of $373 million and an enterprise value of $888 million.

The company's largest guru shareholder is Renaissance Technologies with 0.03% of outstanding shares.

Xcel Energy

Xcel Energy Inc.’s (XEL) earnings per share have grown 6.10% per annum over the past five years.

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According to the DCF calculator, the stock has a fair value of $28.43 while trading at $64.01 per share. The price-earnings ratio is $24.71. The share price has been as high as $72.14 and as low as $46.58 in the last 52 weeks; it is currently 11.27% below its 52-week high and 37.42% above its 52-week low.

The electricity and natural gas distributor has a market cap of $33.6 billion and an enterprise value of $54.5 billion.

The company's largest guru shareholder is Simons’ firm with 0.80% of outstanding shares, followed by Robert Bruce (Trades, Portfolio) with 0.08%.

Evergy

The earnings per share of Evergy Inc. (EVRG) have grown 3.9% per annum over the past five years.

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According to the DCF calculator, the stock has a fair value of $30.27 while trading at 59.35 per share. The price-earnings ratio of 21.66 is outperforming 68% of competitors. The share price has been as high as $76.57 and as low as $42.01 in the last 52 weeks; it is currently 22.49% below its 52-week high and 41.25% above its 52-week low.

The electric utility has a market cap of $13.4 billion and an enterprise value of $23.52 billion.

The company's largest guru shareholder is Simons’ firm with 3.24% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio)’s GAMCO Investors with 0.22% and Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.09%.

Southwest Gas

Southwest Gas Holdings Inc.'s (SWX) earnings per share have grown 6.7% per annum over the past five years.

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According to the Peter Lynch earnings line, the stock has a fair value of $52.35 while trading at $66.06 per share. The price-earnings ratio is 18.93. The share price has been as high as $92.94 and as low as $45.68 in the last 52 weeks; it is currently 28.92% below its 52-week high and 44.61% above its 52-week low.

The company transports and distributes natural gas. It has a market cap of $3.6 billion and an enterprise value of $6.22 billion.

With 1.31% of outstanding shares, GAMCO Investors is the company's largest guru shareholder, followed by HOTCHKIS & WILEY with 0.13%.

Disclosure: I do not own any stocks mentioned.

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