| Metric | Grade | Score | Evidence | Horizon |
|---|---|---|---|---|
| FINAL ESEN MASTER SCORE | B+ | 78 | Hyper-growth flag + strong EPS momentum (40.29% YoY) offset by moderate absolute valuation; dividend yield 4.0% provides ballast in utility sector downturns. | 6–12M |
| SA Quality/Value Composite | B | 76 | Forward P/E 14.62 is modest for growth profile; PEG 0.44 signals undervaluation relative to earnings expansion (hyper_growth flag). | 3–6M |
| Zacks Earnings Momentum | A– | 82 | EPS growth 40.29% YoY is exceptional for utility; forward P/E compression (14.62 vs. trailing 17.81) confirms market repricing upward earnings. | 1–3M |
| Institutional & Smart Money Flow | C+ | 62 | Limited visibility on fund flows; low beta (0.56) and utility sector classification suggest defensive positioning; avg_volume 0.389M shares modest. No real-time insider/institutional data in feed. | Rolling |
| Growth Sustainability & Moat | B+ | 79 | Revenue growth 4.53% YoY is conservative but stable; regulated utility model provides recurring cash-flow moat. Hyper-growth flag suggests emerging upside catalyst (likely infrastructure/transition investment). | 6–12M |
| Valuation & Safety (Pre-Penalty) | B | 75 | P/E 17.81 reasonable for sector; forward 14.62 attractive; no high_valuation flag; dividend yield 4.0% cushions downside; 52-week range $71.24–$95.31 shows volatility but not distress. | 3–6M |
| Penalty Overlay | −5 | −5 | Data gaps (earnings_date, ex_dividend_date null; revenue_ttm, target_price_mean missing). Intraday decline −1.87% and week52_return +11.23% suggest recent volatility. Low institutional transparency flags. | Rolling |
| CONFIDENCE SCORE | B | 74 | Solid earnings and valuation metrics; coverage constrained on forward guidance and fund positioning. Profile and earnings data gaps reduce conviction slightly. | Rolling |
| Volatility & Drawdown Risk | C | 63 | Beta 0.56 is below-market (defensive); however, 52-week range 25% and −1.87% intraday move indicate sector-level rate/policy sensitivity. Utility dividend cuts pose tail risk. | 3–12M |
| Crowding Risk Flag | Low | 68 | Avg volume 0.389M is light; no evidence of retail crowding or meme-stock dynamics. Utility sector typically attracts long-horizon institutional/yield buyers, not fast money. | Rolling |
Spire Inc operates in the Utilities sector—a structurally defensive, regulated cash-flow business with low volatility (beta 0.56) and strong dividend culture. At $81.01, SR trades on a forward P/E of 14.62, which is below historical utility averages (typically 16–18) despite the company's exceptional EPS momentum (+40.29% YoY). The PEG ratio of 0.44 signals significant undervaluation relative to earnings growth. This positioning is unusual for utilities, which normally grow 3–5% annually; SR's 40% EPS expansion and hyper-growth flag suggest either one-time earnings accretion (asset sales, rate adjustments) or emerging structural growth drivers (clean energy transition investments, infrastructure spending). The 4.0% dividend yield provides downside support typical of utility long-term holders, while low institutional crowding (0.389M avg volume) suggests the stock remains off many fast-money radars.
Zacks momentum remains strong (+40% EPS YoY); forward P/E repricing is underway. Near-term volatility likely tied to utility sector rate/policy moves. Dividend of $3.38/share (~4.2% yield on current price) provides income cushion. Intraday −1.87% move is sector-typical noise; no distress signal. Key watch: earnings date and forward guidance (data gap limits precision).
If the hyper-growth flag reflects sustainable infrastructure/transition capex (likely for U.S. utilities post-2024), forward P/E compression room remains. Revenue growth 4.53% YoY supports 3–5% dividend CAGR. Regulatory tailwinds (clean energy, grid modernization) should flow through to earnings over 6–12 months. Downside protected by 4.0% yield and regulated cash flows; upside driven by earnings rerating. 52-week range suggests stock can test $87–$90 if catalyst firms.
- Rate-Sensitive: Rising interest rates compress utility multiples; 52-week volatility (25%) reflects this exposure.
- Data Gaps: Missing earnings_date, revenue_ttm, and target_price_mean constrain forward guidance visibility (−5 penalty applied).
- Dividend Risk: If EPS growth does not sustain, dividend cuts are possible (tail event but material for yield seekers).
- Regulatory Risk: Rate case outcomes unpredictable; utility earnings highly dependent on regulator goodwill.
- Low Liquidity: Avg volume 0.389M is modest; large orders may face slippage (minor constraint).
Report as of 2026-07-30T07:10:27Z | Data source: Finnhub | Institutional Grade | Confidence: B (74)
SR Stock Analysis & Forecast
Is SR a Good Investment in 2026?
Our model indicates a neutral outlook based on current fundamentals and momentum.
SR Stock Forecast
Based on recent earnings trends, valuation metrics, and sector performance, SR shows balanced risk-reward characteristics.
Should You Buy SR Now?
Investors should consider market conditions, volatility, and long-term positioning before taking a position in SR.
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