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Upturn AI Summary - About
California Water Service Group(CWT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CWT
11/06/2026: CWT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
California Water Service Group is a regulated water utility providing essential water and wastewater services primarily in California. As a long-standing player in the sector, the company is known for its stable revenue, operational reliability, and consistent history of dividend payments to shareholders. Its core investment story centers on steady rate-base growth through infrastructure modernization and strategic system acquisitions. Key risks include exposure to drought-related water scarcity, regulatory lag, and the capital-intensive nature of its business. The stock is best suited for income-oriented and low-risk investors, though stakeholders should monitor regulatory outcomes and climate impacts closely as indicators of future financial performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company offers moderate growth typical of regulated utilities rather than high-growth potential. |
| Momentum investor | Weak fit | This is a defensive stock that typically lacks the volatility or rapid price appreciation sought by momentum investors. |
| Value investor | Mixed fit | Utility stocks are often evaluated on yield and regulatory stability rather than traditional value metrics. |
| Dividend investor | Strong fit | The long history of dividend increases makes it a suitable candidate for income-focused portfolios. |
| Low-risk investor | Strong fit | Regulated utilities offer lower beta and stable demand, providing a defensive profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | As a regulated utility, the stock generally experiences less price movement than the broader market. |
| Valuation risk | Medium | Utility stocks can become expensive in low-interest-rate environments, creating valuation sensitivity. |
| Competition risk (Regulatory fragmentation) | Low | The primary competition is often municipal entities, which do not always compete for the same service areas. |
| Business quality | Strong | The company provides an essential service with stable demand, underlying strong business quality. |
| Dividend income | Strong | The company has a consistent track record of returning capital to shareholders. |
| Execution risk | Medium | Successfully managing large infrastructure projects and navigating rate cases is essential to profitability. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -15.23% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.20B USD | Price to earnings Ratio 22.49 | 1Y Target Price 54.75 |
Price to earnings Ratio 22.49 | 1Y Target Price 54.75 | ||
Volume (30-day avg) 448.6K shares | Beta 0.47 | 52 Weeks Range 40.39 - 53.46 | Updated Date 11/06/2026 |
52 Weeks Range 40.39 - 53.46 | Updated Date 11/06/2026 | ||
Dividends yield (FY) 2.61% | Basic EPS (TTM) 2.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Regulated Water Services | Water sales and delivery to residential and commercial customers. | The company earns money by delivering essential water services at rates approved by state regulators. |
| Wastewater Services | Sewage collection and treatment operations. | This provides a steady, regulated secondary revenue stream that complements water services. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 1.22 | Actual 1.05 |
Profitability
Profit Margin 12.78% | Operating Margin (TTM) 31.13% |
Management Effectiveness
Return on Assets (TTM) 2.54% | Return on Equity (TTM) 7.61% |
Valuation
Trailing PE 22.49 | Forward PE 18.45 | Enterprise Value 4.74B | Price to Sales(TTM) 2.97 |
Enterprise Value 4.74B | Price to Sales(TTM) 2.97 | ||
Enterprise Value to Revenue 4.41 | Enterprise Value to EBITDA 12.32 | Shares Outstanding 62.88M | Shares Floating 62.38M |
Shares Outstanding 62.88M | Shares Floating 62.38M | ||
Percent Insiders 0.63 | Percent Institutions 94.36 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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