Open contest
11 companies value 90 bn revenue 37 bn margin 15.5% free cash flow -3.4 bn avg. score 3.1
ATO holds 31.0% of the group's value, 1.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ATO | Atmos Energy United States · score 1.9 | 31% | 28 bn | 4.9 bn | 28.5% | -2.0 bn | -7.3% | 2.3% | Regulated natural gas distribution · Largest US pure-play natural gas distributor; 40 years of rising dividends | |
| 2 | NI | NiSource United States · score 1.4 | 22% | 20 bn | 11 bn | 8.0% | -1.1 bn | -5.4% | 2.8% | Natural gas and electricity distribution in the Midwest · Gas and electric distribution in the Midwest; a strong investment plan | |
| 3 | UGI | UGI Corporation United States · score 4.8 | 9% | 8.2 bn | 7.3 bn | 9.2% | 0.2 bn | 2.3% | 3.9% | Propane, natural gas and electricity distribution · Natural gas distribution and the largest US propane network | |
| 4 | NFG | NATIONAL FUEL GAS CO United States · score 5.8 | 8% | 7.4 bn | 2.5 bn | 26.9% | 0.2 bn | 3.0% | 2.7% | Integrated natural gas: production, pipelines and distribution · New York — revenue of $2.5bn | |
| 5 | SWX | Southwest Gas Holdings United States · score 1.6 | 7% | 6.3 bn | 1.8 bn | 30.7% | -0.5 bn | -8.4% | 2.9% | Natural gas distribution in the US Southwest · Natural gas in Arizona and Nevada, regions with strong population growth | |
| 6 | NJR | NEW JERSEY RESOURCES CORP United States · score 7.0 | 6% | 5.2 bn | 1.5 bn | 24.0% | 0.7 bn | 12.7% | 3.6% | Natural gas distribution in New Jersey, plus clean energy · New Jersey — revenue of $1.5bn | |
| 7 | SR | SPIRE INC United States · score 2.1 | 5% | 4.8 bn | 2.6 bn | 21.4% | -0.2 bn | -4.6% | 4.0% | Natural gas distribution in the Midwest and Alabama · Missouri — revenue of $2.6bn | |
| 8 | OGS | ONE Gas United States · score 3.0 | 5% | 4.7 bn | 2.3 bn | 12.7% | -0.2 bn | -3.7% | 3.5% | Regulated natural gas distribution, from Tulsa · Natural gas distribution in Oklahoma, Kansas and Texas | |
| 9 | CPK | CHESAPEAKE UTILITIES CORP United States · score 2.0 | 4% | 3.1 bn | 1.0 bn | 15.1% | -0.2 bn | -6.2% | 2.1% | Natural gas, electricity and propane in the Mid-Atlantic · Delaware — revenue of $994m | |
| 10 | NWN | Northwest Natural Holding Co United States · score 1.4 | 2% | 2.0 bn | 1.3 bn | 9.7% | -0.3 bn | -13.2% | 3.9% | Natural gas distribution in Oregon and Washington · Oregon — revenue of $1.3bn | |
| 11 | RGCO | RGC RESOURCES INC United States · score 3.6 | 0% | 0.2 bn | 0.1 bn | 13.1% | 0.0 bn | 0.9% | 3.7% | Natural gas distribution in Roanoke, Virginia · Virginia — revenue of $107m |
Other industries in the same sector
- Sector overview
- Regulated electric utilities 27 companies
- Multi-utilities 13 companies
- Nuclear and data-center power 7 companies
- Water utilities 14 companies
- Hydrogen and fuel cells 4 companies
- Canadian utilities 4 companies
- Solar manufacturing 16 companies
- Latin American electric utilities 6 companies
- Renewables (contracted generation) 16 companies
- Small modular reactors (SMR) 9 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.