American States Water Stock Buy Hold or Sell Recommendation
| AWR Stock | USD 85.31 0.06 0.07% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding American States Water is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell American States Water given historical horizon and risk tolerance towards American States. When Macroaxis issues a 'buy' or 'sell' recommendation for American States Water, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out American States Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as American and provide practical buy, sell, or hold advice based on investors' constraints. American States Water. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
American |
Execute American States Buy or Sell Advice
The American recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on American States Water. Macroaxis does not own or have any residual interests in American States Water or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute American States' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
American States Trading Alerts and Improvement Suggestions
| American States Water has 917.88 M in debt with debt to equity (D/E) ratio of 0.99, which is OK given its current industry classification. American States Water has a current ratio of 0.36, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for American to invest in growth at high rates of return. | |
| Over 81.0% of American States shares are held by institutions such as insurance companies | |
| Latest headline from fool.com: 2 Outstanding Dividend King Stocks and 1 ETF to Buy for a Lifetime of Passive Income |
American States Returns Distribution Density
The distribution of American States' historical returns is an attempt to chart the uncertainty of American States' future price movements. The chart of the probability distribution of American States daily returns describes the distribution of returns around its average expected value. We use American States Water price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of American States returns is essential to provide solid investment advice for American States.
| Mean Return | 0.09 | Value At Risk | -1.57 | Potential Upside | 2.25 | Standard Deviation | 1.17 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of American States historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
American Stock Institutional Investors
The American States' institutional investors refer to entities that pool money to purchase American States' securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Bank Of New York Mellon Corp | 2024-06-30 | 450.8 K | Millennium Management Llc | 2024-06-30 | 440.6 K | Charles Schwab Investment Management Inc | 2024-09-30 | 418.7 K | Legal & General Group Plc | 2024-06-30 | 392 K | Principal Financial Group Inc | 2024-09-30 | 382 K | Sam Sustainable Asset Management Ltd | 2024-09-30 | 339.9 K | Jpmorgan Chase & Co | 2024-06-30 | 272.4 K | Assenagon Asset Management Sa | 2024-09-30 | 271.3 K | Amundi | 2024-06-30 | 232.2 K | Blackrock Inc | 2024-06-30 | 6.6 M | Vanguard Group Inc | 2024-09-30 | 4.8 M |
American States Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (5.8M) | 35.4M | (31.8M) | 1.0M | 8.1M | 8.5M | |
| Free Cash Flow | (35.1M) | (8.3M) | (28.9M) | (48.4M) | (120.9M) | (114.8M) | |
| Other Non Cash Items | (2.7M) | (2.5M) | (3.5M) | 6.3M | (3.8M) | (3.6M) | |
| Dividends Paid | 42.7M | 47.2M | 51.7M | 56.4M | (61.2M) | (58.1M) | |
| Capital Expenditures | 151.9M | 130.4M | 144.5M | 166.2M | 188.5M | 198.0M | |
| Net Income | 84.3M | 86.4M | 94.3M | 78.4M | 124.9M | 131.2M | |
| End Period Cash Flow | 1.3M | 36.7M | 5.0M | 6.0M | 14.1M | 12.0M | |
| Change To Netincome | 6.4M | 2.2M | 2.6M | 11.6M | 10.5M | 9.1M | |
| Change To Inventory | (654K) | (2.2M) | (3.5M) | (2.5M) | (3.0M) | (2.8M) | |
| Depreciation | 35.7M | 37.2M | 40.0M | 41.7M | 43.3M | 37.7M | |
| Change Receivables | (2.3M) | (18.4M) | (10.8M) | 1.9M | 1.7M | 1.8M | |
| Net Borrowings | 64.2M | 84.5M | 38.3M | 34.4M | 39.6M | 22.3M | |
| Investments | (153.2M) | (131.6M) | (1.1M) | (167.1M) | (180.5M) | (171.5M) |
American States Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to American States or Water Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that American States' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a American stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.41 | |
σ | Overall volatility | 1.19 | |
Ir | Information ratio | -0.04 |
American States Volatility Alert
American States Water has relatively low volatility with skewness of 0.27 and kurtosis of 0.5. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure American States' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact American States' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.American States Fundamentals Vs Peers
Comparing American States' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze American States' direct or indirect competition across all of the common fundamentals between American States and the related equities. This way, we can detect undervalued stocks with similar characteristics as American States or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of American States' fundamental indicators could also be used in its relative valuation, which is a method of valuing American States by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare American States to competition |
| Fundamentals | American States | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0496 | -0.14 |
| Profit Margin | 0.19 % | (1.27) % |
| Operating Margin | 0.34 % | (5.51) % |
| Current Valuation | 4.16 B | 16.62 B |
| Shares Outstanding | 37.8 M | 571.82 M |
| Shares Owned By Insiders | 0.81 % | 10.09 % |
| Shares Owned By Institutions | 81.25 % | 39.21 % |
| Number Of Shares Shorted | 649.9 K | 4.71 M |
| Price To Earning | 45.25 X | 28.72 X |
| Price To Book | 3.67 X | 9.51 X |
| Price To Sales | 5.58 X | 11.42 X |
| Revenue | 595.7 M | 9.43 B |
| Gross Profit | 264.96 M | 27.38 B |
| EBITDA | 252.54 M | 3.9 B |
| Net Income | 124.92 M | 570.98 M |
| Cash And Equivalents | 6 M | 2.7 B |
| Cash Per Share | 0.06 X | 5.01 X |
| Total Debt | 917.88 M | 5.32 B |
| Debt To Equity | 0.99 % | 48.70 % |
| Current Ratio | 0.37 X | 2.16 X |
| Book Value Per Share | 23.27 X | 1.93 K |
| Cash Flow From Operations | 67.68 M | 971.22 M |
| Short Ratio | 3.07 X | 4.00 X |
| Earnings Per Share | 2.96 X | 3.12 X |
| Price To Earnings To Growth | 6.85 X | 4.89 X |
| Target Price | 87.5 | |
| Number Of Employees | 815 | 18.84 K |
| Beta | 0.49 | -0.15 |
| Market Capitalization | 3.22 B | 19.03 B |
| Total Asset | 2.25 B | 29.47 B |
| Retained Earnings | 512.93 M | 9.33 B |
| Working Capital | 39.35 M | 1.48 B |
Note: Acquisition by Eichelberger Thomas A. of 1400 shares of American States at 71.21 subject to Rule 16b-3 [view details]
American States Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as American . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 1795.38 | |||
| Daily Balance Of Power | (0.05) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 85.44 | |||
| Day Typical Price | 85.39 | |||
| Price Action Indicator | (0.15) | |||
| Period Momentum Indicator | (0.06) | |||
| Relative Strength Index | 63.64 |
About American States Buy or Sell Advice
When is the right time to buy or sell American States Water? Buying financial instruments such as American Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Run Measuring and Control Equipment Thematic Idea Now
Measuring and Control Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Measuring and Control Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Measuring and Control Equipment Theme or any other thematic opportunities.
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Additional Tools for American Stock Analysis
When running American States' price analysis, check to measure American States' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American States is operating at the current time. Most of American States' value examination focuses on studying past and present price action to predict the probability of American States' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American States' price. Additionally, you may evaluate how the addition of American States to your portfolios can decrease your overall portfolio volatility.