SR
Utilities · Utilities - Regulated Gas
Performance
SR (SR) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
SR (SR) operates in the Utilities - Regulated Gas space within the Utilities sector. With a market cap of $4.7B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Forward P/E (14.3×) is lower than trailing P/E (15.9×) — analysts expect earnings to improve
- Earnings grew 31% YoY — bottom-line is expanding fast
- Healthy profit margin of 13.8%
- Dividend yield of 4.19% provides consistent income on top of price appreciation
- Low beta of 0.54 — less volatile than the market, suitable for conservative portfolios
- High debt-to-equity of 232.75× increases financial risk, especially with elevated interest rates
- Current ratio below 1 (0.55×) — short-term liabilities exceed current assets
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
4.19%
5Y Avg Annual
$2.7140
Last Payment
$0.8250
Ex-Date
06/11/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest06/11/2026 | 07/02/2026 | $0.8250 | 4.19% |
03/11/2026 | 04/01/2026 | $0.8250 | 4.19% |
12/11/2025 | 01/01/2026 | $0.8250 | 4.19% |
09/11/2025 | 10/02/2025 | $0.7850 | 3.99% |
06/11/2025 | 07/02/2025 | $0.7850 | 3.99% |
03/11/2025 | 04/01/2025 | $0.7850 | 3.99% |
12/11/2024 | 01/01/2025 | $0.7850 | 3.99% |
09/11/2024 | 10/02/2024 | $0.7550 | 3.83% |
Magic Number
Shares needed to self-fund your next purchase
$78.77
Price
$0.8250
Last div. (quarterly)
96
shares
Own 96 SR shares ($7,561.92) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$7,561.92
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 4, 2026
49
days
EPS (TTM)
$4.94
P/E (TTM)
15.9
Fwd P/E
14.3
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $78.77
Graham Number
√(22.5 × EPS × Book Value)
$80.17
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$48.52
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
7/10
70% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
9.1%Return on equity — measures how efficiently capital is used
Positive profit margin
13.8%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+4.5%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+31.0%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
232.75×Low financial leverage reduces risk of distress
Current ratio above 1
0.55×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$34M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
4.19%Stock must distribute income to shareholders
Related Assets
Utilities
About SR
Spire Inc., together with its subsidiaries, engages in the purchase, retail distribution, and sale of natural gas to residential, commercial, industrial, and other end-users of natural gas in the United States. The company operates through three segments: Gas Utility, Gas Marketing, and Midstream. It is also involved in the marketing of natural gas and related services; and transportation and storage of natural gas. In addition, the company engages in the operation of propane through its propane pipeline, risk management, and other activities. Spire Inc. was formerly known as The Laclede Group, Inc. and changed its name to Spire Inc. in April 2016. Spire Inc. was founded in 1857 and is based in Saint Louis, Missouri.
Sector
Utilities
Industry
Utilities - Regulated Gas
Location
Saint Louis, United States
Employees
3,497