How Does Eversource Energy Stock Compare With Peers?

ES: Eversource Energy logo
ES
Eversource Energy

Eversource Energy (ES) stock has underperformed most peers over the past year, with a 0.09% return as of 11/24/2025, amidst a transforming utility sector. A closer look reveals robust operating profitability (0.222 LTM Operating Margin) and a moderate PE valuation (18.18), but its 0.131 LTM revenue growth is mixed. Concerns about capital intensity, negative free cash flow, and regulatory pressures temper upside in a sector demanding significant grid investment and renewable transition.

  • ES’s 22.2% operating margin, above most peers but below CNP (22.5%), indicates strong cost control or favorable rate structures.
  • ES’s 13.1% revenue growth (LTM), outperforming CEG, CNP, CMS but below DTE, AEE, reflects effective capital deployment and growing energy demand.
  • ES’s 8.7% stock gain and 18.2 PE, trailing peers, may reflect regulatory headwinds or challenges from offshore wind ventures.

Here’s how Eversource Energy stacks up across size, valuation, and profitability versus key peers.

  ES CEG DTE AEE CNP CMS
Market Cap ($ Bil) 24.4 110.8 28.2 28.3 25.9 22.3
Revenue ($ Bil) 13.1 24.8 14.8 9.0 9.1 8.3
PE Ratio 18.2 40.5 20.3 20.1 25.0 21.3
LTM Revenue Growth 13.1% 3.6% 19.4% 22.7% 6.4% 11.0%
LTM Operating Margin 22.2% 12.1% 16.3% 20.8% 22.5% 20.7%
LTM FCF Margin -4.0% -1.1% -5.9% -13.9% -30.7% -20.7%
12M Market Return 8.7% 42.5% 12.9% 15.0% 27.4% 10.1%

For more details on Eversource Energy, read Buy or Sell ES Stock. Below we compare ES’s growth, margin, and valuation with peers across years

Revenue Growth Comparison

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  LTM 2024 2023 2022
ES 13.1% -0.1% -3.1% 24.6%
CEG 3.6% -5.4% 2.0% 24.4%
DTE 19.4% -2.3% -33.7% 28.5%
AEE 22.7% 1.6% -5.7% 24.4%
CNP 6.4% -0.6% -6.7% 11.6%
CMS 11.0% 0.7% -13.2% 17.3%

Operating Margin Comparison

  LTM 2024 2023 2022
ES 22.2% 22.7% 20.1% 17.9%
CEG 12.1% 20.6% 9.6% -1.7%
DTE 16.3% 17.7% 18.1% 9.2%
AEE 20.8% 19.9% 20.8% 19.0%
CNP 22.5% 23.0% 20.2% 16.8%
CMS 20.7% 19.8% 16.6% 14.2%

PE Ratio Comparison

  LTM 2024 2023 2022
ES 18.2 25.3 -48.8 20.7
CEG 40.5 18.8 23.3 -176.7
DTE 20.3 17.8 16.3 21.2
AEE 20.1 20.1 16.5 21.4
CNP 25.0 20.0 19.7 17.9
CMS 21.3 19.8 19.1 21.9

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