Earnings Growth1Q25 adjusted EPS of $0.50 increased 39% YoY driven by the timing of rate relief primarily from the California general rate case.
Management And LeadershipCFO Andrew Walters, who is considered a capable leader, will take over as CEO, and during his tenure as CFO, SJW's financial execution and communications have improved the company's credibility.
Valuation And Market PositionAnalyst recommends upgrading SJW to Buy, citing improved execution and a clear growth story while trading at a discounted valuation compared to other US water utilities.