Hydro One (TSX:H) Tariff Resilience Score: 9/10 (As of Jul. 09, 2026)


TSX:H Hydro One Ltd TSX:H
79 GF Score
Price C$59.06
GF Value C$50.89
Valuation Modestly Overvalued
! 10 Warning Signs
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What is Hydro One Tariff Resilience Score?

Hydro One TSX:H +1.16% 79 Tariff Resilience Score is 9 as of Jul. 09, 2026. GuruFocus rates TSX:H with a GF Score™ of 79/100 and a GF Value™ of C$50.89 (Modestly Overvalued). The stock has 10 warning signs investors should review. Among 542 Utilities - Regulated companies, Hydro One ranks better than 99.82% on this metric.

Hydro One has the Tariff Resilience Score of 9, which implies that the company might have Highly Resilient.

Hydro One has Hydro One, a Canadian utility company, has minimal exposure to tariffs as its operations are primarily domestic and service-based. The company is highly resilient to trade disruptions, with no significant historical impact from tariffs.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Hydro One might have Highly Resilient.

Hydro One  (TSX:H) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Hydro One Tariff Resilience Score Related Terms

TSX:H vs NEE, SO, DUK: Tariff Resilience Score Comparison

For the Utilities - Regulated Electric subindustry, Hydro One's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Hydro One Tariff Resilience Score vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Hydro One's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Hydro One's Tariff Resilience Score falls into.


TSX:H
79GF Score
Hydro One Ltd TSX:H
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 9 mean?
Hydro One (TSX:H) has a Tariff Resilience Score of 9 as of Jul. 09, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Hydro One ranks #1 out of 542 companies in the Utilities - Regulated industry, placing it in the top 0.2%.
Is Hydro One's Tariff Resilience Score too high?
Hydro One's current Tariff Resilience Score is 9. Based on the distribution chart, Hydro One ranks #1 out of 542 companies in the Utilities - Regulated industry, which is in the top quartile — a strong position relative to peers. Overall, Hydro One has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Hydro One's Tariff Resilience Score compare to NEE and SO?
According to the Utilities - Regulated industry distribution chart, Hydro One ranks #1 out of 542 companies for Tariff Resilience Score. This places Hydro One in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Utilities - Regulated company?
A good Tariff Resilience Score depends on the Utilities - Regulated industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Hydro One's current Tariff Resilience Score is 9. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hydro One stock overvalued right now?
Based on GuruFocus' analysis, Hydro One (TSX:H) is currently considered Modestly Overvalued. The stock's GF Value™ is C$50.89, compared to a current price of C$59.06 — trading 16.1% above its estimated fair value. The current Tariff Resilience Score is 9. Hydro One's overall GF Score™ is 79/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Hydro One (TSX:H), the current Tariff Resilience Score is 9 as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Hydro One (TSX:H) Overvalued in 2026?

Based on GuruFocus' analysis, Hydro One stock appears to be overvalued. The current stock price of C$59.06 is trading 16.1% above its estimated GF Value™ of C$50.89. GuruFocus considers Hydro One to be Modestly Overvalued.

Key valuation signals for TSX:H:

  • Tariff Resilience Score: 9
  • GF Value™: C$50.89 vs. price of C$59.06 (16.1% above fair value)
  • GF Score™: 79/100 with 10 warning signs

No single metric tells the full story. See the TSX:H stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Hydro One Business Description

Other Exchanges HRNNF:USA8H1:Germany
Address 483 Bay Street, South Tower, 8th Floor, Toronto, ON, CAN, M5G 2P5
Hydro One operates regulated transmission and distribution assets in Ontario. The area's largest electricity provider serves nearly 1.5 million customers. Transmission accounts for roughly 60% of the company's rate base, with distribution accounting for the remainder. Hydro One operates a small telecom business with annual revenue contributing less than 1% to consolidated results. The province of Ontario holds an approximate 47.5% common equity stake.
79GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

C$59.06
Price
C$50.89
GF Value