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American States Water Company (AWR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

American States Water Company

AWRMarket cap $3.23BPrice $81.6

Country🇺🇸United States

SectorUtilities

IndustryWater Utilities

Supplies water and electricity to hundreds of thousands of customers across California through regulated utility operations, while also running American States Utility Services, which provides water and wastewater services on U.S. military bases nationwide under long-term contracts.

In Bastion Portfolios?

52W Return+10%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+8%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+15%8

EPS Growth Y+2+4%5

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin32%9

Net Income Margin21%8

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA3.23

Efficiency

ROE14%6

ROA5%6

Earnings Stability77

GEAR+AVERAGE63

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)224

P/E Ratio (Forward 3y)193

P/BV2.95

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd184

Yield

Free Cash Flow Yield0.6%3

Dividend Yield2.7%7

Momentum

Short term

1 month return-8%3

3 month return-1%6

YTD return+15%7

Mid term

Price vs 52wHigh89%8

1 year return+17%7

Long term

3 year return+11%3

5 year return+2%4

Risk Shield

Price Risk

Beta-0.110

Volatility20%10

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield0.6%3

Quality

ROCE9%5

Earnings Stability77

Net Debt/EBITDA3.23

02Growth

Is it actually growing, and how fast?

AWRAmerican States Water

Revenue FY25$595M

GROWTH RATING↗

AVERAGE42 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+15%8

EPS growth, FY27E+4%5

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 5%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 42% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE46 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-1%6

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+17%7

3-year return+11%3

5-year return+2%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 17% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+15%).

WATCH

Returns sit at the market level over three months (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+11% over three years and +2.2% over five), behind 60% of the market.

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on American States Water Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

AWRAmerican States Water

Revenue FY25$595M

GROWTH RATING↗

AVERAGE42 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+15%8

EPS growth, FY27E+4%5

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 5%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 42% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 10%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE46 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-1%6

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return+17%7

3-year return+11%3

5-year return+2%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 17% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+15%).

WATCH

Returns sit at the market level over three months (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+11% over three years and +2.2% over five), behind 60% of the market.

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on American States Water Company. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community