AIVL0.305%
as of Oct 23
ES
DefensiveEVERSOURCE ENERGY
Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural gas.
Close · 3M
-2.60%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals10
Win rate10% (1/10)
Avg buy return-4.45%
AIVL · Weight increase · 2d
weight 0.302% → 0.308% (+0.006 pp)·stock down 8.5% in the 30 days before
Sep 30·entry $64.16·now $67.46Drifting
+5.14%
since Sep 30
AIVL · Weight decrease · 5d
weight 0.324% → 0.303% (-0.021 pp)·stock down 10.2% in the 30 days before
Sep 24·entry $63.80·now $67.46
+5.74%
since Sep 24
AIVL · Weight decrease · 4d
weight 0.324% → 0.306% (-0.018 pp)·stock down 8.9% in the 30 days before
Sep 23·entry $64.91·now $67.46
+3.93%
since Sep 23
AIVL · Weight decrease · 3d
weight 0.324% → 0.312% (-0.012 pp)·stock down 5.5% in the 30 days before
Sep 22·entry $66.38·now $67.46
+1.63%
since Sep 22
AIVL · Weight decrease · 2d
weight 0.324% → 0.314% (-0.010 pp)·stock down 7.3% in the 30 days before
Sep 21·entry $66.89·now $67.46
+0.85%
since Sep 21
AIVL · Weight increase · 2d
weight 0.315% → 0.324% (+0.009 pp)·stock down 4.5% in the 30 days before
Sep 17·entry $68.99·now $67.46Fresh
-2.22%
since Sep 17
AIVL · Weight decrease · 3d
weight 0.331% → 0.320% (-0.011 pp)·stock down 4.2% in the 30 days before
Sep 11·entry $68.52·now $67.46
-1.55%
since Sep 11
AIVL · Weight decrease · 2d
weight 0.331% → 0.324% (-0.007 pp)·stock down 3.0% in the 30 days before
Sep 10·entry $68.99·now $67.46
-2.22%
since Sep 10
AIVL · Weight increase · 2d
weight 0.295% → 0.327% (+0.032 pp)·stock down 1.4% in the 30 days before
Sep 3·entry $71.47·now $67.46Fresh
-5.61%
since Sep 3
AIVL · Weight decrease · 2d
weight 0.254% → 0.251% (-0.004 pp)·stock up 5.0% in the 30 days before
Jul 21·entry $73.05·now $67.46
-7.65%
since Jul 21
-9.38%
since Jul 2
-5.93%
since Jun 24
-1.79%
since Jun 12
-4.45%
since Jun 5
-3.46%
since Jun 4
+1.28%
since Jun 1
LQAI · Exit · 1d
weight 1.310% → 0 (exited)·stock down 9.8% in the 30 days before
Sep 29·entry $63.90·now $67.46
+5.57%
since Sep 29
LQAI · Weight decrease · 5d
weight 1.430% → 1.290% (-0.140 pp)·stock down 10.2% in the 30 days before
Sep 24·entry $63.80·now $67.46
+5.74%
since Sep 24
LQAI · Weight decrease · 4d
weight 1.430% → 1.320% (-0.110 pp)·stock down 8.9% in the 30 days before
Sep 23·entry $64.91·now $67.46
+3.93%
since Sep 23
LQAI · Weight decrease · 3d
weight 1.430% → 1.330% (-0.100 pp)·stock down 5.5% in the 30 days before
Sep 22·entry $66.38·now $67.46
+1.63%
since Sep 22
LQAI · Weight decrease · 2d
weight 1.430% → 1.350% (-0.080 pp)·stock down 7.3% in the 30 days before
Sep 21·entry $66.89·now $67.46
+0.85%
since Sep 21
LQAI · Weight decrease · 3d
weight 1.460% → 1.420% (-0.040 pp)·stock down 4.2% in the 30 days before
Sep 11·entry $68.52·now $67.46
-1.55%
since Sep 11
LQAI · Weight decrease · 2d
weight 1.460% → 1.430% (-0.030 pp)·stock down 3.0% in the 30 days before
Sep 10·entry $68.99·now $67.46
-2.22%
since Sep 10
LQAI · Weight decrease · 2d
weight 1.440% → 1.410% (-0.030 pp)·stock down 3.6% in the 30 days before
Aug 14·entry $72.36·now $67.46
-6.77%
since Aug 14
LQAI · New entry · 1d
weight 0 → 1.460% (new)·stock down 2.4% in the 30 days before
Aug 6·entry $72.06·now $67.46Fresh
-6.38%
since Aug 6
LQAI · Exit · 1d
weight 0.590% → 0 (exited)·stock up 7.0% in the 30 days before
Jul 7·entry $74.75·now $67.46
-9.75%
since Jul 7
-9.38%
since Jul 2
-1.79%
since Jun 12
-2.81%
since Jun 9
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Sep 13
The AI ETFs, LQAI and AIVL, have shown recent trends of decreasing their weight in Eversource Energy, aligning with a Buffett-style "Fail" verdict for the company. While AIVL showed a brief increase, the overall recent trend across both ETFs is a reduction in holdings, suggesting a bearish or cautious outlook that is consistent with the framework's concerns about financial health and valuation.
- Circle of CompetenceAs a regulated utility, Eversource Energy exhibits predictable unit economics, allowing for reasonable projections of long-term cash flows within the circle of competence.
- Economic MoatThe company benefits from a strong economic moat derived from its regulatory entitlements as a provider of essential utility services in its operating regions.
- ManagementInsufficient financial data is provided to evaluate management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe company's most recent ROE of 8.82% falls significantly below the required 15% average and 10% minimum for financial health, indicating a clear failure of this criterion.
- Margin of SafetyGiven the company's financial metrics, particularly the low ROE and an exceptionally high EV/EBITDA of 180.71, a defensible margin of safety against intrinsic value cannot be established.
Eversource Energy passes the initial checks for predictability and economic moat as a regulated utility, but it fundamentally fails the financial health assessment due to a significantly low return on equity. This financial weakness, combined with an extremely high valuation metric like EV/EBITDA, makes it impossible to establish a margin of safety. Therefore, despite its stable industry, the company does not meet the stringent criteria for a value investment.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.