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By Ellen Johnson

June 16, 2019

Today I will analyze 7 Basic Utilities equities to potentially sell in July 2019. I will break down the following equities: CMS Energy Corporation, DTE Energy Company, Consolidated Edison, Pinnacle West Capital Corporation, Ameren Corporation, FirstEnergy Corp, and The AES Corporation
7 Basic Utilities stocks to get rid of in July 2019

This list of potential positions covers Electric, gas, water, and other energy utilities. Companies involved in production and distribution of electric, gas, water, and other energy utilities 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.


CMS Energy Corporation (CMS)

The company has Net Profit Margin of 8.41 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 29.18 % which entails that for every 100 dollars of revenue it generated 0.29 of operating income. The entity currently falls under 'Large-Cap' category with total capitalization of 17.01B. CMS Energy shows prevailing Real Value of $57.8196 per share. The current price of the firm is $61.2. At this time the firm appears to be overvalued. This module approximates value of CMS Energy from analyzing the firm fundamentals such as Return On Equity of 12.19% and Profit Margin of 8.41% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point future time assets prices and their ongoing real values will blend. CMS Energy competes with El Paso, Consolidated Edison, Enel Chile, Atlantica Yield, EMERA INC, Enel Americas, Eversource Energy, Ameren, and Evergy. CMS Energy Corporation operates as an energy company primarily in Michigan. CMS Energy Corporation was founded in 1987 and is headquartered in Jackson, Michigan. CMS Energy operates under Utilities - Regulated Electric classification in USA and is traded on BATS Exchange. It employs 7957 people.

DTE Energy Company (DTE)

The company has Net Profit Margin of 8.09 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 18.49 % which entails that for every 100 dollars of revenue it generated 0.18 of operating income. The entity currently falls under 'Large-Cap' category with total capitalization of 23.5B.
Total Debt
DTE Energy shows prevailing Real Value of $128.47 per share. The current price of the firm is $129.29. At this time the firm appears to be fairly valued. This module computes value of DTE Energy from examining the firm fundamentals such as Profit Margin of 8.09%, Shares Outstanding of 183.21M and Current Valuation of 38.79B as well as evaluating its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since in the future assets prices and their ongoing real values will submerge.

Consolidated Edison (ED)

The company has Net Profit Margin (PM) of 10.71 % which may suggest that it has a good control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 32.21 % which signify that for every $100 of sales it has a net operating income of 0.32. The entity currently falls under 'Large-Cap' category with market capitalization of 29.05B. Consolidated Edison shows prevailing Real Value of $86.1923 per share. The current price of the firm is $87.2. At this time the firm appears to be fairly valued. This module approximates value of Consolidated Edison from analyzing the firm fundamentals such as Return On Equity of 8.29%, Profit Margin of 10.71% and Current Valuation of 49.81B as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Consolidated Edison competes with El Paso, Enel Chile, Atlantica Yield, EMERA INC, Enel Americas, Eversource Energy, Ameren, and Evergy. Consolidated Edison, Inc., through its subsidiaries, engages in regulated electric, gas, and steam delivery businesses in the United States. Consolidated Edison, Inc. was founded in 1884 and is based in New York, New York. Consolidated Edison operates under Utilities - Regulated Electric classification in USA and is traded on BATS Exchange. It employs 15307 people.

Pinnacle West Capital Corporati (PNW)

The company has Net Profit Margin of 13.84 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 39.92 % which entails that for every 100 dollars of revenue it generated 0.4 of operating income. The entity currently falls under 'Large-Cap' category with total capitalization of 10.29B.
Total Debt
Pinnacle West competes with Southern, Dominion Energy, Atlantic Power, Atlantica Yield, Bloom Energy, and Consolidated Edison. Pinnacle West Capital Corporation, through its subsidiary, Arizona Public Service Company, provides retail and wholesale electric services primarily in the state of Arizona. The company was incorporated in 1985 and is headquartered in Phoenix, Arizona. Pinnacle West operates under Utilities - Regulated Electric classification in USA and is traded on BATS Exchange. It employs 6259 people.

Ameren Corporation (AEE)

The company has Net Profit Margin of 13.69 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is very large. In the same way, it shows Net Operating Margin of 40.03 % which entails that for every 100 dollars of revenue it generated 0.4 of operating income. The entity currently falls under 'Large-Cap' category with total capitalization of 19.42B. Ameren shows prevailing Real Value of $76.8363 per share. The current price of the firm is $76.64. At this time the firm appears to be fairly valued. This module approximates value of Ameren from analyzing the firm fundamentals such as Profit Margin of 13.69% and Return On Equity of 10.36% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Ameren shows prevailing Real Value of $76.8363 per share. The current price of the firm is $76.64. At this time the firm appears to be fairly valued. This module approximates value of Ameren from analyzing the firm fundamentals such as Profit Margin of 13.69% and Return On Equity of 10.36% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

FirstEnergy Corp (FE)

The company has Net Profit Margin (PM) of 2.84 % which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is typical in the industry. Likewise, it shows Net Operating Margin (NOM) of 32.83 % which signify that for every $100 of sales it has a net operating income of 0.33. The firm currently falls under 'Large-Cap' category with market capitalization of 23.7B.
Total Debt
FirstEnergy Corp competes with Dominion Energy, Just Energy, AES, Avista, Brookfield Infrastructure, Black Hills, Comp En, and Cosan. FirstEnergy Corp., through its subsidiaries, generates, transmits, and distributes electricity in the United States. FirstEnergy Corp. was founded in 1996 and is headquartered in Akron, Ohio. FirstEnergy Corp operates under Utilities - Diversified classification in USA and is traded on BATS Exchange. It employs 12494 people.

The AES Corporation (AES)

The company has Net Profit Margin of 3.78 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is considered to be average in the sector. In the same way, it shows Net Operating Margin of 30.18 % which entails that for every 100 dollars of revenue it generated 0.3 of operating income. The entity currently falls under 'Mid-Cap' category with total capitalization of 9.82B. AES shows prevailing Real Value of $16.99 per share. The current price of the firm is $15.2. At this time the firm appears to be undervalued. This module approximates value of AES from analyzing the firm fundamentals such as Operating Margin of 30.18%, Return On Equity of 11.49% and Profit Margin of 3.78% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Current 7 Basic Utilities Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 0.70  0.02  0.04  0.02  0.87  0.0344 (0.83)  1.40 (1.09)  4.06 
 0.64  0.06  0.09  0.14  0.75  0.09 (0.73)  1.36 (1.47)  3.44 
 3.52 (1.68)  0.00  3.91  0.00 (0.24)  0.00  3.20 (9.04)  43.21 
 1.19 (0.22)  0.00 (0.45)  0.00 (0.13)  0.00  2.17 (2.72)  6.84 
 0.55  0.12  0.21  0.32  0.46  0.20 (0.64)  1.29 (1.28)  2.83 
 0.47  0.12  0.15  0.55  0.56  0.21 (0.48)  1.00 (1.08)  2.93 
 0.86 (0.02)  0.00 (0.07)  0.00 (0.0106)  0.00  1.56 (1.92)  5.81 
 1.44 (0.06)  0.00 (0.08)  0.00 (0.0328)  0.00  2.92 (3.57)  9.30 
 1.61  0.16  0.07  0.10  1.88  0.07 (1.74)  3.60 (3.37)  11.45 
 1.51  0.11  0.05  0.07  2.06  0.05 (1.48)  2.99 (3.41)  8.13 

About Contributor

Ellen Johnson
   Ellen Johnson is a Member of Macroaxs Editorial Board. Ellen covers public companies in North America focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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