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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
09/25/2026: CWT (1-star) is currently NOT-A-BUY. Pass it for now.
California Water Service Group is a prominent US-listed water utility that provides essential water and wastewater services primarily in California. The company is known for its steady, regulated business model, which has historically generated reliable cash flows and funded consistent dividend growth for shareholders. Its main growth strategy involves the consolidation of smaller, fragmented water systems alongside significant infrastructure reinvestment. Investors should remain mindful of risks including regulatory rate case outcomes, extreme drought conditions, and the capital-intensive nature of its infrastructure operations. This stock is well-suited for dividend-focused and low-risk investors who prioritize stability over rapid growth and can monitor the evolving regulatory landscape.
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 | CWT is a stable utility, not a high-growth technology or aggressive expansion stock. |
| Momentum investor | Weak fit | This stock typically lacks the rapid price velocity required for momentum strategies. |
| Value investor | Mixed fit | Valuation is often tied to regulated rate bases, which may not offer traditional deep-value upside. |
| Dividend investor | Strong fit | CWT is a reliable, long-term dividend payer suited for income-focused portfolios. |
| Low-risk investor | Strong fit | The regulated nature of the business provides lower relative volatility compared to the broader market. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | As a regulated utility, the stock generally exhibits lower price swings than market indices. |
| Valuation risk | Medium | The stock can become overvalued relative to interest rate environments, which compete for yield. |
| Competition risk (utility consolidation) | Medium | Increased competition for acquisitions can drive up purchase multiples and pressure margins. |
| Business quality | Strong | The company provides an essential service with limited competition in its specific franchise areas. |
| Dividend income | Strong | The company has a long history of reliable dividend payments. |
| Execution risk | Medium | Success relies heavily on timely and favorable regulatory rate case approvals. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -18.99% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
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 2.84B USD | Price to earnings Ratio 20.63 | 1Y Target Price 53.75 |
Price to earnings Ratio 20.63 | 1Y Target Price 53.75 | ||
Volume (30-day avg) 490.9K shares | Beta 0.49 | 52 Weeks Range 40.39 - 53.46 | Updated Date 09/25/2026 |
52 Weeks Range 40.39 - 53.46 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 2.76% | Basic EPS (TTM) 2.23 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Regulated Water Operations | Water sales and service fees to residential and business customers. | The company makes money by delivering water to your home, with prices set by state regulators. |
| Wastewater Services | Collecting and treating sewage for local communities. | It provides essential waste management services, creating a steady, regulated revenue stream. |
| Geography: California | The vast majority of assets and revenue are concentrated in the California market. | Most of the company's performance is tied to the regulatory and environmental climate of California. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 20.63 | Forward PE 17.45 | Enterprise Value 4.48B | Price to Sales(TTM) 2.7 |
Enterprise Value 4.48B | Price to Sales(TTM) 2.7 | ||
Enterprise Value to Revenue 4.32 | Enterprise Value to EBITDA 12.17 | Shares Outstanding 61.84M | Shares Floating 61.34M |
Shares Outstanding 61.84M | Shares Floating 61.34M | ||
Percent Insiders 0.64 | Percent Institutions 98.29 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About California Water Service Group
Exchange NYSE | Headquarters San Jose, CA, United States | ||
IPO Launch date 1990-03-26 | Chairman, President & CEO Mr. Martin A. Kropelnicki | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 1336 | Website https://www.calwatergroup.com |
Full time employees 1336 | Website https://www.calwatergroup.com | ||
California Water Service Group, through its subsidiaries, provides water utility and other related services in California, Washington, New Mexico, Hawaii, and Texas. It is involved in the production, purchase, storage, treatment, testing, distribution, and sale of water for domestic, industrial, public, and irrigation uses, as well as for fire protection services. The company offers its services to approximately 500,000 customer connections in 20 separate districts; approximately 6,800 water and wastewater customer connections on the islands of Kauai, Maui, Oahu, and Hawaii; approximately 38,500 customer connections in the Tacoma, Olympia, Graham, Spanaway, Puyallup, Rainier, Yelm, and Gig Harbor areas; and approximately 11,800 water and wastewater customer connections in Rio Communities, Rio Del Oro, Meadow Lake, Indian Hills, Squaw Valley, Elephant Butte, Morningstar, Sandia Knolls, Juan Tomas, Monterey, and Cypress Gardens systems. The company also engages in the provision of non-regulated water-related services, including operating of municipally owned water systems, privately owned water, and recycled water distribution systems; water system operation, meter reading, and billing services to private companies and municipalities; leasing of communication antenna sites on its properties; and billing of optional third-party insurance programs to its residential customers. In addition, it provides wastewater collection and treatment services. California Water Service Group was founded in 1926 and is headquartered in San Jose, California.
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