Assessing Potential US Nuclear Plant-Data Center Partnerships
We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
We reaffirm our fair value estimates and economic moat ratings for US utilities as we assess potential partnerships between data centers and nuclear plants.
We expect the dividend to grow near 6% annually during the next few years as NiSource's capital investment peaks.
Industrial customers account for over half of NiSource's electric sales, higher than most utilities. Industrial sales are more sensitive to the economy than residential and commercial sales.
Metric
|
NI
|
WEC
|
XEL
|
---|---|---|---|
Price/Earnings (Normalized) | 22.22 | 20.31 | 18.72 |
Price/Book Value | 1.98 | 2.52 | 2.02 |
Price/Sales | 2.97 | 3.53 | 2.62 |
Price/Cash Flow | 8.36 | 9.86 | 7.30 |
Metric
|
NI
|
WEC
|
XEL
|
---|---|---|---|
Quick Ratio | 0.29 | 0.42 | 0.61 |
Current Ratio | 0.78 | 0.74 | 0.97 |
Interest Coverage | 2.74 | 3.05 | 2.58 |
Metric
|
NI
|
WEC
|
XEL
|
---|---|---|---|
Return on Assets (Normalized) | 2.64% | 3.36% | 2.89% |
Return on Equity (Normalized) | 10.75% | 12.39% | 10.62% |
Return on Invested Capital (Normalized) | 5.43% | 6.96% | 5.98% |
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
Naturgy Energy Group SA ADR
GASNY
| — | Fzfc | $24.6 Bil | |||
Atmos Energy Corp
ATO
| Yccrdjtj | Pfcmy | $21.6 Bil | |||
GAIL (India) Ltd DR
GAILF
| — | Dftkzk | $18.8 Bil | |||
Snam SpA
SNMRF
| — | Zqjhc | $17.3 Bil | |||
Snam SpA ADR
SNMRY
| — | Mkcykm | $17.3 Bil | |||
Hong Kong and China Gas Co Ltd ADR
HOKCY
| — | Qdbmkn | $15.7 Bil | |||
China Resources Gas Group Ltd
CRGGF
| — | Kszbdk | $9.6 Bil | |||
New Jersey Resources Corp
NJR
| Kxkwvkdrn | Thdvv | $4.6 Bil | |||
New Fortress Energy Inc Class A
NFE
| Bmjlydh | Zrgys | $2.2 Bil |