Utilities Sector - GuruFocus

Utilities

The utilities sector includes companies that provide services like electricity, gas and water. This sector also includes companies that provide integrated utility services. Such companies include Exelon (EXC), NextEra Energy (NEE) and York Water Co. (YORW). Like health care, the utility sector is non-cyclical as consumers need gas and electricity during all phases of the economic cycle. Although utility companies may require high capital, which may increase company debt, utility companies usually still offer reliable dividends.

* Data in this page is the median value and it's updated daily. Sector and industry weightings are calculated using market capitalization which is converted to USD.

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Industry	PE Ratio	PE Ratio without NRI	Shiller PE Ratio	EV-to-EBIT	EV-to-EBITDA	EV-to-Revenue	PS Ratio	PB Ratio	Price-to-Tangible-Book	Price-to-Free-Cash-Flow	Price-to-Operating-Cash-Flow	Price-to-Median-PS-Value	Dividend Yield %	Dividend Payout Ratio	Gross Margin %	Net Margin %	Operating Margin %	Pre-Tax Margin %	ROE %	ROA %	ROC (Joel Greenblatt) %	ROIC %	WACC %	Altman Z-Score	Piotroski F-Score	Beneish M-Score	Debt-to-Equity	Cash-to-Debt	Equity-to-Asset	Days Sales Outstanding	Days Inventory	Days Payable	Cash Conversion Cycle	Forward Rate of Return (Yacktman) %	Current Ratio	Quick Ratio	Interest Coverage
Utilities - Independent Power Producers	17.51	17.51		8.34	0.41	4.23	1.53	1.89	4.10	12.34	9.61	0.89			27.69	1.67	10.79	-5.89	3.98	-0.05	1.49	2.86	5.40	0.68	5.00	-2.26	1.19	0.09	0.22	43.38	25.82	54.46	17.40	5.87	0.91	0.78	1.41
Utilities - Regulated	23.99	24.17	26.98	20.16	12.64	4.22	2.60	2.28	2.67		9.81	1.64	2.82	0.65	39.25	9.56	18.49	11.70	9.44	2.66	6.61	6.10	4.51	1.06	5.00	-2.62	1.21	0.03	0.30	38.70	34.21	65.44	3.63	2.54	0.69	0.56	2.93
Average	56.74	57.10	53.96	44.49	25.49	10.56	5.97	5.51	7.39	6.17	24.43	3.73	5.64	1.30	92.35	19.96	42.38	20.46	20.87	5.30	13.97	13.63	11.72	2.46	12.50	-6.37	3.02	0.11	0.71	99.09	81.33	158.11	15.96	8.02	1.84	1.51	6.57

* All ratios are median value

Sector Performance

Trading Data
Open	$147.50
Volume	69,848
Day Low	$147.50
Day High	$148.97
52 Week Low	$123.43
52 Week High	$148.45
Fundamental Data
Market Cap (M)	$792
Shares Outstanding	5
PE Ratio	20.00
PB Ratio	2.10
Dividend Yield %	2.63

Total Return %	1 Week	1 Month	3 Month	6 Month	1 Year	YTD	3 Year	5 Year	10 Year
IDU	-0.30	2.30	10.70	8.60	18.20	10.30	21.80	54.90	209.70
SPY	-0.70	0.00	12.70	-3.00	5.90	11.70	42.00	63.10	315.70
Relative to SPY	0.40	2.30	-2.00	11.60	12.30	-1.40	-20.20	-8.20	-106.00

Annual Total Return %	IDU	SPY
40
0 -40
	2002	2003	2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018
IDU	-25.87	-22.21	25.56	23.07	14.56	20.79	16.71	-30.17	12.34	7.22	18.68	1.15	14.78	27.36	-4.84	12.89	9.06
SPY	-21.58	28.19	10.70	4.83	15.85	5.14	-36.79	26.35	15.05	1.90	15.99	32.30	13.47	1.24	11.99	21.71	-5.97

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* All ratios are median value

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