York Water Co. (The) (YORW)
NASDAQUtilitiesRegulated WaterSnapshot 2026-09-04
$34.05-0.84%
Close 2026-09-04 · 1-day change
NASDAQUtilitiesRegulated WaterSnapshot 2026-09-04
Broken: Primary pillar broken — Invest $38.1 million in infrastructure in 2026: CAPEX $26.8M vs $38.1M target.
York Water plans to invest $38.1 million in 2026 for upgrades. Revenue is expected to grow about 9% next year. The company has a long history of steady dividends. Profit margins and cash flow remain stable.
If York Water delays its $38.1 million investment, growth may slow. Rising costs could hurt profit margins. Regulatory changes might reduce allowed returns.
The price is about 9% above our fair value near $28. Analysts expect about 9% revenue growth. We agree with these growth expectations.
Breaks if: CAPEX falls below $38.1 million in 2026
Breaks if: Dividend cut or suspension
Breaks if: YoY revenue growth falls below 7% in FY27
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is characterized as a stable utility with a focus on gradual growth. The current thesis reflects a mixed outlook due to recent performance improvements but is tempered by sector challenges and execution quality concerns.
The market seems to reflect a neutral valuation, suggesting that YORW is priced reasonably compared to its peers. There is a low expectations gap, indicating that the market is not overly optimistic or pessimistic about future performance.
Management is focused on growing operating revenues through rate increases and customer growth, which has shown positive results in recent quarters. However, the fragility in earnings quality and moderate risk suggests that fundamentals may face challenges in the near term.
Key factors for YORW's future include the potential for the Federal Reserve to cut interest rates, which could benefit utility stocks. Additionally, performance from sector leaders could influence YORW's momentum and overall market sentiment.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Over the next 1 to 3 years, YORW's performance will depend on effective management execution and external economic conditions. Not investment advice.