Last Price$54.9(1.6%)
Market Cap$1,850.8M
LTM Rule of 40 (EBIT margin)
34.4%
5Y avg
32.0%
Regulated Water industry
median
37.8%
Stock quality & Intrinsic value
7/10
0.1% undervalued
SJW Group Rule of 40 (EBIT margin)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rule of 40 (EBIT margin) | 32.8% | 29.8% | 29.7% | 27.6% | 11.7% | 13.3% | 33.6% | 30.6% | 25.1% | 44.5% | 21.6% | 38.8% | 39.8% | 20.6% | 24.4% | 55.1% | 21.0% | 29.3% | 30.3% | 34.4% |
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SJW Group (SJW) Rule of 40 (EBIT margin) comparison analysis
General
LTM Rule of 40 (EBIT margin)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
SJW GroupSJW
34.4%
11.6%
6.7%
12.6%
Median Peer Set
40.4%
10.8%
16.6%
19.2%
Companhia de Saneamento Básico do Estado de São Paulo - SABESPSBS
91.5%
19.7%
16.6%
13.8%
California Water Service GroupCWT
54.5%
30.5%
258.2%
18.4%
American Water Works Company, Inc.AWK
47.3%
10.6%
10.2%
22.4%
Middlesex Water CompanyMSEX
43.1%
15.4%
40.7%
23.1%
The York Water CompanyYORW
42.9%
5.5%
(14.5%)
27.1%
Essential Utilities, Inc.WTRG
37.9%
1.6%
16.7%
28.5%
Artesian Resources CorporationARTNA
37.7%
(0.0%)
(12.1%)
16.9%
Aris Water Solutions, Inc.ARIS
35.9%
11.0%
233.9%
6.2%
American States Water CompanyAWR
30.9%
(0.0%)
(5.6%)
20.0%
Consolidated Water Co. Ltd.CWCO
20.9%
91.5%
208.2%
16.4%
SJW key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 180.1 7.9% | 189.2 5.1% | 206.6 9.2% | 220.3 6.7% | 216.1 (1.9%) | 215.6 (0.2%) | 239.0 10.8% | 261.5 9.5% | 276.9 5.9% | 319.7 15.5% | 305.1 (4.6%) | 339.7 11.3% | 389.2 14.6% | 397.7 2.2% | 420.5 5.7% | 564.5 34.3% | 573.7 1.6% | 620.7 8.2% | 670.4 8.0% | 748.4 11.6% |
| Cost of Goods Sold (COGS) | 49.3 | 50.1 | 56.1 | 55.9 | 83.5 | 76.6 | 92.1 | 120.6 | 134.4 | 137.2 | 125.6 | 141.8 | 174.2 | 187.1 | 196.3 | 248.0 | 255.1 | 263.5 | 281.9 | 0.0 |
% margin | 130.8 72.6% | 139.2 73.5% | 150.5 72.8% | 164.5 74.7% | 132.6 61.3% | 139.0 64.5% | 146.9 61.5% | 140.9 53.9% | 142.5 51.5% | 182.4 57.1% | 179.5 58.8% | 197.9 58.3% | 215.0 55.2% | 210.6 52.9% | 224.2 53.3% | 316.6 56.1% | 318.6 55.5% | 357.2 57.5% | 388.4 57.9% | 748.4 100.0% |
| Operating Expenses | 85.9 | 92.3 | 108.2 | 118.4 | 92.9 | 106.3 | 92.5 | 85.6 | 89.1 | 89.6 | 99.5 | 104.8 | 116.9 | 118.5 | 151.0 | 198.9 | 212.7 | 232.4 | 239.0 | 577.9 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 20.7 | 21.1 | 22.3 | 23.7 | 27.7 | 30.1 | 39.1 | 42.8 | 43.7 | 40.6 | 47.1 | 48.0 | 55.0 | 48.9 | 66.3 | 79.7 | 87.3 | 95.4 | 98.7 | 105.8 |
% margin | 44.9 24.9% | 46.9 24.8% | 42.3 20.5% | 46.1 20.9% | 29.4 13.6% | 29.1 13.5% | 54.4 22.8% | 55.3 21.1% | 53.4 19.3% | 92.9 29.1% | 80.0 26.2% | 93.1 27.4% | 98.1 25.2% | 73.4 18.5% | 78.7 18.7% | 117.7 20.8% | 111.2 19.4% | 131.0 21.1% | 149.4 22.3% | 170.5 22.8% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 6.5 | 54.3 | 54.3 | 58.1 | 0.0 | 0.0 |
| Interest Expense | 0.0 | 0.0 | 13.0 | 14.7 | 16.0 | 15.9 | 19.7 | 17.4 | 19.9 | 20.8 | 22.2 | 21.8 | 22.9 | 24.3 | 31.8 | 54.3 | 54.3 | 58.1 | 66.1 | 71.4 |
| Pre-tax Income | 36.6 | 53.9 | 31.9 | 34.7 | 15.2 | 36.7 | 35.4 | 37.9 | 36.5 | 76.8 | 61.2 | 86.4 | 96.5 | 48.8 | 32.1 | 69.9 | 68.8 | 82.3 | 90.9 | 102.9 |
% effective tax rate | 14.8 40.3% | 15.3 28.4% | 12.5 39.4% | 13.2 38.1% | 17.3 113.8% | 8.3 22.6% | 14.6 41.1% | 15.5 41.1% | 14.1 38.7% | 25.0 32.5% | 23.3 38.1% | 33.5 38.8% | 35.4 36.7% | 10.1 20.6% | 8.5 26.4% | 8.4 12.0% | 8.4 12.2% | 8.5 10.3% | 6.0 6.5% | 9.0 8.7% |
% margin | 21.8 12.1% | 38.6 20.4% | 19.3 9.4% | 21.5 9.7% | 15.2 7.0% | 24.4 11.3% | 20.9 8.7% | 22.3 8.5% | 22.4 8.1% | 51.8 16.2% | 37.9 12.4% | 52.8 15.6% | 59.2 15.2% | 38.8 9.7% | 23.4 5.6% | 61.5 10.9% | 60.5 10.5% | 73.8 11.9% | 85.0 12.7% | 94.0 12.6% |
| EPS | 0.60 | 2.11 | 1.05 | 1.17 | 0.82 | 1.32 | 1.12 | 1.20 | 1.13 | 2.56 | 1.86 | 2.59 | 2.89 | 1.83 | 0.82 | 2.16 | 2.04 | 2.44 | 2.69 | 2.87 |
| Diluted EPS | 0.59 | 2.08 | 1.04 | 1.15 | 0.81 | 1.30 | 1.11 | 1.18 | 1.12 | 2.54 | 1.85 | 2.57 | 2.86 | 1.82 | 0.82 | 2.14 | 2.03 | 2.43 | 2.68 | 2.87 |
% margin | 66.4 36.9% | 68.2 36.0% | 62.6 30.3% | 66.8 30.3% | 55.0 25.5% | 79.4 36.8% | 86.3 36.1% | 92.7 35.4% | 90.0 32.5% | 132.4 41.4% | 122.3 40.1% | 139.4 41.0% | 148.6 38.2% | 146.6 36.9% | 132.3 31.5% | 208.9 37.0% | 309.5 53.9% | 236.2 38.1% | 265.2 39.6% | 289.4 38.7% |
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FAQ
1) What is SJW Group's Rule of 40 (EBIT margin)?
As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is 34.4%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for SJW Group have been 28.5% over the past three years, and 33.6% over the past five years.
2) Is SJW Group's Rule of 40 (EBIT margin) Good?
As of today, SJW Group's Rule of 40 (EBIT margin) is 34.4%, which is lower than industry median of 37.8%. It indicates that SJW Group's Rule of 40 (EBIT margin) is Bad.