| Profitability | 62/100 |
| Growth | 66/100 |
| Momentum | 91/100 |
| Quality | 63/100 |
| Earnings Quality | 80/100 |
| Balance Sheet | 19/100 |
| Value | 78/100 |
| Risk (safety) | 15/100 |
| Overall | 47.4/100 |
| Symbol | IS Score |
|---|---|
| CMS | 37 |
| DTY | 43 |
| EVRG | 38 |
| ES | 42 |
| LNT | 37 |
| PPL | 43 |
| EIX | 47 |
These two disagree — business quality 47, price structure 56 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 47.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 47 → 46 → 49 → 47 | the direction matters more than the level |
| Technical vote share back above 50% | now 64% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,085 → now 1,085 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,085 | 363.9M | $26.6B | 94.5% |
| 2026 Q1 | 1,063 | 348.5M | $25.1B | 90.5% |
| 2025 Q4 | 986 | 350.6M | $20.7B | 91.1% |
| 2025 Q3 | 923 | 334.6M | $18.3B | 86.9% |
| 2025 Q2 | 877 | 343.1M | $17.6B | 89.1% |
| 2025 Q1 | 882 | 339.6M | $19.9B | 88.2% |
| 2024 Q4 | 909 | 342.5M | $27.0B | 89.0% |
| 2024 Q3 | 879 | 341.6M | $29.4B | 88.7% |
| 2024 Q2 | 816 | 343.3M | $24.5B | 89.2% |
| 2024 Q1 | 784 | 345.3M | $24.4B | 89.7% |
| 2023 Q4 | 793 | 340.3M | $24.2B | 88.4% |
| 2023 Q3 | 765 | 338.1M | $21.4B | 87.8% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Taylor Peter J. | director | 2026-10-12 | SELL | 500 | $0.03M | 33,212 |
| Moss Aaron D | EVP and CFO | 2026-09-30 | A-Award | 17,059 | $0.92M | 17,059 |
| Moss Aaron D | EVP and CFO | 2026-09-30 | A-Award | 2,807 | — | 5,186 |
| Moss Aaron D | EVP and CFO | 2026-07-14 | — | 2,352 | — | 0 |
| Taylor Peter J. | director | 2026-07-13 | SELL | 500 | $0.04M | 33,712 |
| Moss Aaron D | EVP and CFO | 2026-07-03 | — | 4,409 | $0.28M | 0 |
| Moss Aaron D | EVP and CFO | 2026-07-03 | — | 18,490 | $1.28M | 0 |
| Moss Aaron D | EVP and CFO | 2026-07-03 | — | 21,892 | $1.20M | 0 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 6 | 8,885 | $0.7M | Counted |
| M — Exercises (paired A/D) | 4 | 52,873 | $3.1M | None — mechanics |
| F — Tax withholding | 13 | 84,678 | $6.3M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-03-02 | Taylor Peter J. | 1,000 | $0.1M |
| 2025-10-30 | Peter Taylor | 1,800 | $0.1M |
| 2025-03-06 | Beliveau-Dunn Jeanne | 3,288 | $0.2M |
| 2024-11-15 | Taylor Peter J. | 1,250 | $0.1M |
| Trailing 12 mo | 2 filings | 2,800 | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-12 | SCHEDULE 13G/A | AQR Capital Management Holdings, LLC | 4.86% | 18.7M sh |
| 2026-05-15 | SCHEDULE 13G | AQR Capital Management Holdings, LLC | 5.41% | 20.8M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.53% | 29.0M sh |
| 2025-07-29 | SCHEDULE 13G/A | The Vanguard Group | 13.37% | 51.5M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2025-10-09 | 2025-11-19 |
| Gilbert Ray Cisneros | House | SELL | $1,001 - $15,000 | 2025-10-08 | 2025-11-18 |
| Manager | Shares | Value |
|---|---|---|
| Wealth Enhancement Advisory Servic | 332,366 | $17M |
| Asr Vermogensbeheer N.V. | 314,405 | $17M |
| Fjarde Ap-Fonden /Fourth Swedish N | 271,336 | $15M |
| Gradient Investments Llc | 262,806 | $14M |
| Y-Intercept | 259,395 | $14M |
| Ifm Investors Pty Ltd | 120,826 | $6M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $654M |
| VTI | 0.0% | $654M |
| VSMPX | 0.0% | $654M |
| VTSAX | 0.0% | $654M |
| VOO | 0.0% | $543M |
| VFINX | 0.0% | $543M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 2.9M | 38 sh |
| Incr Intelligent Cross Llc | 2.5M | 45 sh |
| Ebxl Level Ats | 1.6M | 27 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.5M | 48 sh |
| Sgmt Sigma X2 | 1.5M | 47 sh |
| Mlix Instinct X | 0.8M | 65 sh |
Moat score 40/100 — Weak; primary source Switching Costs.
| Officer | Title |
|---|---|
| Pedro J. Pizarro | President, Chief Executive Officer & Director |
| Steven D. Powell | President & Chief Executive Officer of SCE |
| Chonda Jordan Nwamu | Executive Vice President & General Counsel |
| Jill C. Anderson | Executive Vice President & Chief Operating Officer - SCE |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +9.8% | +15.5% | -5.1% | +7.7% | +9.8% |
| Gross profit | +13.6% | +7.0% | +9.7% | +7.5% | +54.8% |
| Operating income | +21.4% | +0.4% | +77.1% | +11.5% | +142.1% |
| Net income | +6.2% | -10.9% | +70.8% | +9.9% | +194.8% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 14.9 | 17.2 | 16.3 | 17.6 | 19.3 | |
| Cost of revenue | 9.2 | 11.1 | 9.6 | 10.4 | 8.1 | |
| Gross profit | 5.7 | 6.1 | 6.7 | 7.2 | 11.2 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | |
| SG&A expense | 1.5 | 1.5 | 0.9 | 0.8 | 1.8 | |
| Operating income | 1.5 | 1.5 | 2.6 | 2.9 | 7.1 | |
| EBITDA | 4.0 | 4.5 | 5.8 | 6.4 | 8.2 | |
| D&A | 2.3 | 2.6 | 2.7 | 2.9 | 2.8 | |
| Pretax income | 0.8 | 0.7 | 1.5 | 1.6 | 5.8 | |
| Income tax | -0.1 | -0.2 | 0.1 | 0.0 | 1.3 | |
| Net income | 0.9 | 0.8 | 1.4 | 1.5 | 4.6 | |
| Diluted EPS ($) | 2.00 | 1.60 | 3.11 | 3.31 | 11.55 | |
| Diluted shares (M) | 380 | 383 | 385 | 388 | 385 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.9 | 0.3 | 0.2 | 0.2 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.3 | 2.8 | 3.0 | 2.7 | |
| Total current assets | 7.1 | 6.8 | 7.2 | 7.7 | |
| PP&E (net) | 54.9 | 57.3 | 60.4 | 64.5 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 78.0 | 81.8 | 85.6 | 94.0 | |
| Accounts payable | 2.4 | 2.0 | 2.0 | 2.3 | |
| Short-term debt | 4.6 | 3.8 | 3.0 | 4.4 | |
| Deferred revenue | 0.2 | 0.2 | 0.0 | 0.0 | |
| Total current liabilities | 10.3 | 8.6 | 8.4 | 10.5 | |
| Long-term debt | 27.0 | 30.3 | 33.5 | 37.1 | |
| Total liabilities | 60.5 | 63.8 | 67.8 | 74.8 | |
| Shareholders' equity | 17.5 | 17.9 | 17.7 | 19.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.7 | 1.3 | 1.4 | 4.7 | |
| D&A | 2.6 | 2.7 | 2.9 | 3.2 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.1) | (0.7) | 0.7 | (3.4) | |
| Operating cash flow | 3.2 | 3.4 | 5.0 | 5.8 | |
| Capital expenditures | (5.8) | (5.4) | (5.7) | (6.5) | |
| Investing cash flow | (5.6) | (5.2) | (5.5) | (6.3) | |
| Buybacks | 0.0 | (0.3) | (0.9) | (1.7) | |
| Dividends paid | (1.1) | (1.2) | (1.3) | (1.4) | |
| Debt issuance / (repay) | 4.0 | 2.4 | 2.5 | 3.8 | |
| Financing cash flow | 2.9 | 1.4 | 0.7 | 0.6 | |
| Free cash flow | (2.6) | (2.0) | (0.7) | (0.7) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 5.9% | 5.1% | 8.9% | 9.6% | 27.9% | 22% | |
| ROA | 1.2% | 1.0% | 1.7% | 1.8% | 5.1% | 4.0% | |
| ROIC | 3.8% | 3.9% | 4.8% | 5.5% | 6.9% | 3.9% | |
| Gross margin | 38.4% | 35.5% | 41.1% | 41.0% | 57.8% | 39.9% | |
| Operating margin | 9.9% | 8.6% | 16.1% | 16.6% | 36.7% | 23.2% | |
| Net margin | 6.2% | 4.8% | 8.6% | 8.8% | 23.6% | 19.8% | |
| EBITDA margin | 26.9% | 25.9% | 35.8% | 36.2% | 42.7% | 40.3% | |
| FCF margin | -36.9% | -14.9% | -12.5% | -3.9% | -3.7% | — | |
| VALUATION | |||||||
| P/E | 24.72 | 26.81 | 18.23 | 19.55 | 4.93 | 5.7 | |
| P/B | 1.37 | 1.37 | 1.62 | 1.88 | 1.30 | 1.2 | |
| P/S | 1.46 | 1.24 | 1.54 | 1.66 | 1.18 | 1.11 | |
| P/FCF | -3.97 | -8.36 | -12.27 | -42.23 | -31.85 | -55.3 | |
| EV/EBITDA | 12.76 | 11.98 | 10.27 | 10.49 | 7.69 | 8.3 | |
| EV/Revenue | 3.42 | 3.11 | 3.68 | 3.80 | 3.38 | 3.3 | |
| Earnings yield | 4.0% | 3.7% | 5.5% | 5.1% | 20.3% | 17.82% | |
| FCF yield | -25.2% | -12.0% | -8.1% | -2.4% | -3.1% | -1.81% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.64 | 0.68 | 0.79 | 0.85 | 0.73 | 0.66 | |
| Quick ratio | 0.59 | 0.64 | 0.73 | 0.78 | 0.68 | 0.61 | |
| Debt / equity | 1.86 | 2.12 | 2.28 | 2.43 | 2.42 | 2.48 | |
| Debt / assets | 39.5% | 42.4% | 43.2% | 44.1% | 45.3% | 45.3% | |
| Net debt / EBITDA | 7.30 | 7.19 | 5.98 | 5.90 | 5.01 | 5.53 | |
| Interest coverage | 1.85 | 1.57 | 1.94 | 1.84 | 3.40 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.21 | 0.23 | 0.20 | 0.21 | 0.22 | 0.20 | |
| Receivables turnover | 7.76 | 7.61 | 6.41 | 7.14 | 7.93 | 6.8 | |
| DSO (days) | 47 | 48 | 57 | 51 | 46 | 54 | |
| DPO (days) | 79 | 72 | 82 | 70 | 60 | 67 | |
| Cash conversion cycle | -16 | -9 | -6 | -0 | 1 | 4 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 9.8% | 15.5% | -5.1% | 7.7% | 9.8% | — | |
| Net income growth | 8.2% | -9.4% | 72.5% | 8.6% | 208.8% | — | |
| EPS growth | 7.7% | -10.2% | 72.6% | 7.5% | 211.2% | — | |
| FCF growth | -30.2% | 53.4% | 20.1% | 66.1% | -3.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 2.31 | 2.08 | 3.59 | 3.86 | 12.01 | 9.97 | |
| Book value / share | 41.70 | 40.65 | 40.38 | 40.12 | 45.66 | 49.59 | |
| Revenue / share | 39.12 | 44.81 | 42.56 | 45.36 | 50.17 | 50.45 | |
| FCF / share | -14.42 | -6.67 | -5.33 | -1.79 | -1.86 | -1.01 | |
| Cash / share | 1.02 | 2.38 | 0.90 | 0.50 | 0.41 | 0.63 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 1.2% | 2.9% | 7.4% | 5.96% | |
| Altman Z-Score | 0.60 | 0.59 | 0.66 | 0.70 | 0.70 | 0.6 | |
| Piotroski F-Score | 5 | 5 | 7 | 6 | 6 | 6/9 | |
| Beneish M-Score | -2.38 | -2.51 | -2.81 | -2.45 | -7.91 | -2.47 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 0.6 | Distress (<1.81) | Distress |
| Income quality | 1.62 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.47 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.77 |
| Interest burden | 1.12 |
| Operating margin | 23.1% |
| Asset turnover | 0.21× |
| Financial leverage | 5.41× |
| = ROE | 22% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.90 |
| Earnings stability | 0.79 |
| Earnings persistence | 0.87 |
| Revenue CAGR 3y | 4.2% |
| EPS CAGR 3y | 49.6% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CMS | $21.5B | 20.3 | 11% | 6.6% | +9.9% | 6/9 | -7.4% |
| DTY | $22.7B | 3.5 | 12% | 8.8% | +25.4% | 6/9 | — |
| EVRG | $19.2B | 20.7 | 9% | 14.3% | +4.1% | 5/9 | +8.5% |
| ES | $25.2B | 17.3 | 9% | 1.8% | +7.8% | 7/9 | -5.3% |
| LNT | $17.7B | 21.6 | 11% | 17.5% | +6.8% | 5/9 | +1.8% |
| PPL | $26.5B | 27.6 | 9% | 10.9% | +6.7% | 6/9 | — |
| CNP | $26.7B | 23.9 | 10% | 11.3% | +7.1% | 7/9 | — |
| FE | $26.7B | 24.6 | 8% | 7.9% | +12.6% | 4/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $19.06B | $19.34B / $18.77B | $6.13 | $6.16 / $6.06 | 9 |
| FY2027 | $19.70B | $19.94B / $19.59B | $6.50 | $6.57 / $6.42 | 9 |
| FY2028 | $20.36B | $21.53B / $19.27B | $6.88 | $7.08 / $6.69 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $56.20 | +0.5% | 5 |
| Last Quarter | $64.38 | +15.1% | 13 |
| Last Year | $66.77 | +19.4% | 30 |
| All Time | $70.38 | +25.8% | 56 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $53.81 | +2.12 | +3.94% | Above |
| SMA 50 | $60.26 | -4.33 | -7.19% | Below |
| SMA 200 | $67.80 | -11.87 | -17.51% | Below |
| EMA 9 | $55.10 | +0.83 | +1.51% | Above |
| EMA 21 | $55.32 | +0.61 | +1.10% | Above |
| EMA 50 | $59.35 | -3.42 | -5.76% | Below |
| EMA 200 | $64.87 | -8.94 | -13.78% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $55.57 / $56.21 / $56.77 | S1 / S2 | $55.01 / $54.37 |
| Bollinger (20,2) | $50.82 – $56.81 | Squeeze | Off |
| 52-wk range | $50.27 – $81.62 | Off 52-wk high | -31.4% |
| ATR (14) | $1.87 (3.3%) | Historical vol | 24.1% |
| Computed from live weekly prices | EIX | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.13% | 1.83% |
| Best / worst week (1y) | +8.4% / -25.9% | — |
| Max drawdown (5y, monthly) | -40.1% | — |
| 1-week VaR (95%) | -9.4% | — |
| Beta (5y) | 0.61 | 1.00 |
| Reading | EIX | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -5.0 | -9.5 | -13.6 | -20.5 |
| Trend | -42.6 | -2.4 | -17.2 | -21.3 |
| Momentum | +39.6 | +7.1 | -4.2 | -15.8 |
| Volume | +43.3 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Pedro J. Pizarro EIX President and CEO | $29.3M | 30% equity+incentive |
| Steven D. Powell SCE President and CEO | $10.6M | 24% equity+incentive |
| Chonda J. Nwamu EIX EVP and General Counsel | $10.2M | 24% equity+incentive |
| Maria Rigatti EIX EVP and CFO | $9.7M | 32% equity+incentive |
| Jill C. Anderson SCE EVP and COO | $5.5M | 21% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 54 |
| Social | 62 |
| Governance | 70 |
| Composite ESG | 62 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-31 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-07-30 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-05-05 | Other Events; Exhibits | 8.01,9.01 |
| 2026-04-29 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-04-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-04-24 | Shareholder Vote | 5.07 |
| 2026-04-23 | Officer/Director Change; Bylaws Amendment; Regulation FD; Exhibits | 5.02,5.03,7.01,9.01 |
| 2026-02-26 | Other Events; Financial Statements and Exhibits | 8.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-27 to 2026-07-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-07-03 to 2026-10-12 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-07-29 to 2026-08-12 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.