This report should not be construed as providing investment advice. It is for educational purposes only.  Before making any investment decision, you should always do your own research or consult a investment professional.
While I try to be accurate, I assume no responsibility for any figure in this spreadsheet. 3/31/11 <-Q1 2011
See my website on stocks or see my blog at the following sites.  www.spbrunner.com/stocks.html www.spbrunner.blogspot.com/
Canadian Utilities Ltd CU www.canadian-utilities.com Fiscal Yr: Dec 31
Year 12/31/99 12/31/00 12/31/01 12/31/02 12/31/03 12/31/04 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 12/31/10 12/31/11 12/30/12 #Y
Split 2 C GAAP IFRS
Revenue* $2,207.7 $2,923.1 $3,513.6 $2,975.9 $3,742.6 $3,089.4 $2,515.8 $2,430.4 $2,404.9 $2,778.9 $2,584.0 $2,657.2 $2,707.2 <-12 mths -9.10% <-Total Growth 10 Revenue
Increase 13.47% 32.40% 20.20% -15.30% 25.76% -17.45% -18.57% -3.39% -1.05% 15.55% -7.01% 2.83% 1.88% <-12 mths -0.95% <-IRR #YR-> 10 Revenue
Rev per Share $17.42 $23.09 $27.75 $23.46 $29.52 $24.37 $19.83 $19.38 $19.19 $22.14 $20.53 $21.10 Q1 2010 Q1 2011 1.10% <-IRR #YR-> 5 Revenue
P/S (Price/Sales) 1.12 1.10 0.90 1.09 0.98 1.24 2.22 2.46 2.42 1.83 2.13 2.58 $759.00 $809.00 -0.90% <-IRR #YR-> 10 Rev Per share
*Revenue in M CDN $  P/S 10 yr  1.98 5 yr  2.42 6.59% 1.25% <-IRR #YR-> 5 Rev Per share
-$2,923 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $2,657
-$2,515.8 $0.0 $0.0 $0.0 $0.0 $2,657
-$23.09 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $21.10
-$19.83 $0.00 $0.00 $0.00 $0.00 $21.10
YR 2011 YR 2012
EPS* $1.57 $1.79 $1.86 $2.40 $2.04 $2.43 $2.08 $2.56 $3.07 $3.28 $3.71 $3.45 $3.60 $3.95 92.74% <-Total Growth 10 Earnings
Increase 4.67% 14.01% 3.91% 28.76% -15.03% 19.41% -14.40% 23.08% 19.92% 6.84% 13.11% -7.01% 4.35% 9.72% 6.78% <-IRR #YR-> 10 Earnings
* ESP per share (Cdn GAAP) 10.65% <-IRR #YR-> 5 Earnings
-$1.79 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $3.45
-$2.08 $0.00 $0.00 $0.00 $0.00 $3.45
Special div $0.25 <--extra
Split pre '05 $1.72 $1.80 $1.88 $1.96 $2.04 $2.12
Div* $0.86 $0.90 $0.94 $0.98 $1.02 $1.06 $1.10 $1.15 $1.25 $1.33 $1.41 $1.51 $1.61 $1.61 67.78% <-Total Growth 10 Dividends
Increase 4.88% 4.65% 4.44% 4.26% 4.08% 3.92% 3.77% 4.55% 8.70% 6.40% 6.02% 7.09% 6.62% 0.00% 4.49% <-Median-> 10 Dividends
Yield H/L 4.21% 4.37% 3.74% 3.60% 3.90% 3.67% 2.90% 2.74% 2.58% 3.12% 3.56% 3.12% 3.34% <-Median-> 10 Dividends
Yield on Low 5.32% 5.81% 4.22% 4.02% 4.52% 4.12% 3.72% 3.27% 2.94% 3.80% 4.13% 3.57% 3.91% <-Median-> 10 Dividends
Yield on Cl 4.41% 3.53% 3.78% 3.83% 3.53% 3.51% 2.50% 2.41% 2.69% 3.28% 3.22% 2.78% 2.89% 2.89% 3.25% <-Median-> 10 Dividends
Price/Dividend 22.67 28.33 26.46 26.13 28.36 28.45 39.98 41.50 37.12 30.45 31.03 36.03 34.55 34.55 30.74 <-Median-> 10 Dividends
Payout Ratio 54.8% 50.3% 50.5% 40.9% 50.1% 43.6% 52.9% 44.9% 40.7% 40.5% 38.0% 43.8% 44.7% 40.8% 43.69% <-Median-> 10 Dividends
Payout Ratio CF 25.5% 32.5% 15.9% 36.5% 27.3% 21.0% 18.6% 23.3% 22.2% 21.1% 24.0% 24.9% 24.6% 22.6% 22.75% <-Median-> 10 Dividends
Average 5 Yrs Div Yd 4.94% 10 6.46% 15 Yield  3.12% 2.78% Payout 40.72% 23.34% 5.31% <-IRR #YR-> 10 Dividends
* Dividends per share  5.5% Years 5.5% Years Last Div Inc ---> $0.38 $0.40 6.6% 6.54% <-IRR #YR-> 5 Dividends
-$0.90 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.51
-$1.10 $0.00 $0.00 $0.00 $0.00 $1.51
H/LYield held 5 yrs 7.04% 7.48% 6.31% 5.47% 4.70% 5.19% 5.34% 4.57% 4.59% 5.08% 4.89% 3.99% 3.83% 3.33% 4.98% <-Median-> 10 Dividends
H/LYield held 10 yrs 8.83% 9.40% 9.39% 8.66% 8.67% 9.14% 7.71% 6.98% 6.13% 6.90% 7.33% 6.40% 5.91% 8.19% <-Median-> 10 Dividends
H/LYield held 15yrs 10.80% 11.50% 11.98% 11.29% 11.54% 12.55% 10.80% 8.99% 11.52% <-Median-> 6 Dividends
Graham Price * $19.89 $22.04 $23.31 $27.89 $26.53 $30.22 $28.64 $32.68 $37.29 $40.22 $44.95 $44.93 $44.04 $46.13 My normal Calculation with BV
Prem /Disc.Med H/L 2.69% -6.46% 7.85% -2.37% -1.33% -4.52% 32.26% 28.66% 29.84% 5.98% -11.84% 7.66% 6.82% <-Median-> 10
Prem/Disc. High 24.05% 16.74% 20.24% 7.76% 12.33% 5.89% 61.33% 49.76% 45.79% 24.87% 0.45% 21.27% 20.76% <-Median-> 10 Graham Price
Prem/Disc. Low -18.68% -29.66% -4.54% -12.50% -15.00% -14.92% 3.19% 7.56% 13.88% -12.91% -24.13% -5.95% -9.22% <-Median-> 10 Graham Price
Prem/Disc. Cl -1.96% 15.72% 6.72% -8.18% 9.05% -0.20% 53.58% 46.06% 24.44% 0.69% -2.66% 21.07% 26.31% 20.58% 7.89% <-Median-> 10 Graham Price
Split pre '05 $39.00 $51.00 $49.75 $51.21
Price Cl $19.50 $25.50 $24.88 $25.61 $28.93 $30.16 $43.98 $47.73 $46.40 $40.50 $43.75 $54.40 $55.63 $55.63 113.33% <-Total Growth 10 Stock Price
Increase -18.75% 30.77% -2.45% 2.93% 12.99% 4.25% 45.82% 8.53% -2.79% -12.72% 8.02% 24.34% 2.26% 0.00% 7.87% <-IRR #YR-> 10 Stock Price
P/E 12.42 14.25 13.37 10.69 14.22 12.41 21.14 18.64 15.11 12.35 11.79 15.77 15.45 14.08 4.34% <-IRR #YR-> 5 Stock Price
Trailing P/E 13.00 16.24 13.90 13.77 12.08 14.82 18.10 22.95 18.13 13.19 13.34 14.66 16.12 15.45 11.14% <-IRR #YR-> 10 Price & Div
Median 5 Yrs 2.76% 3.27% Div %  5, 10 yrs Price Inc 8.02% P/E: Y-T 15.11 14.66 7.11% <-IRR #YR-> 5 Price & Div
-$25.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $54.40
-$43.98 $0.00 $0.00 $0.00 $0.00 $54.40
-$25.50 $0.94 $0.98 $1.02 $1.06 $1.10 $1.15 $1.25 $1.33 $1.41 $55.91
-$43.98 $1.15 $1.25 $1.33 $1.41 $55.91
Price Average H/L $20.43 $20.61 $25.14 $27.23 $26.18 $28.86 $37.88 $42.05 $48.41 $42.63 $39.63 $48.38 134.69% <-Total Growth 10 Stock Price
Increase -5.93% 0.92% 21.95% 8.30% -3.86% 10.24% 31.26% 11.01% 15.14% -11.94% -7.05% 22.08% 8.91% <-IRR #YR-> 10 Stock Price
P/E 13.01 11.52 13.51 11.37 12.86 11.87 18.21 16.42 15.77 13.00 10.68 14.02 5.02% <-IRR #YR-> 5 Stock Price
Trailing P/E 13.62 13.13 14.04 14.64 10.93 14.18 15.59 20.21 18.91 13.89 12.08 13.04 12.80% <-IRR #YR-> 10 Price & Div
Median 5 Yrs 3.17% 3.89% Div %  5 & 10 yrs Price Inc 11.01% P/E: Y-T 14.02 13.89 8.18% <-IRR #YR-> 5 Price & Div
-$20.61 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $48.38
-$37.88 $0.00 $0.00 $0.00 $0.00 $48.38
-$20.61 $0.94 $0.98 $1.02 $1.06 $1.10 $1.15 $1.25 $1.33 $1.41 $49.89
-$37.88 $1.15 $1.25 $1.33 $1.41 $49.89
Hi Mths Nov Feb Dec Dec
Split pre '05 $49.35 $51.45 $56.05 $60.10
Price Hi $24.68 $25.73 $28.03 $30.05 $29.80 $32.00 $46.20 $48.94 $54.36 $50.23 $45.15 $54.49 111.82% <-Total Growth 10 Stock Price
Increase 1.02% 4.26% 8.94% 7.23% -0.83% 7.38% 44.38% 5.93% 11.07% -7.60% -10.11% 20.69% 7.79% <-IRR #YR-> 10 Stock Price
P/E 15.72 14.37 15.07 12.55 14.64 13.17 22.21 19.12 17.71 15.31 12.17 15.79 3.36% <-IRR #YR-> 5 Stock Price
Trailing P/E 16.45 16.39 15.66 16.16 12.44 15.72 19.01 23.53 21.23 16.36 13.77 14.69
Median 5 Yrs Price Inc 5.93% P/E: Y-T 15.79 16.36
-$25.73 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $54.49
-$46.20 $0.00 $0.00 $0.00 $0.00 $54.49
Low Mths Mar Oct Apr May
Price Low $16.18 $15.50 $22.25 $24.40 $22.55 $25.71 $29.55 $35.15 $42.46 $35.03 $34.10 $42.26 172.65% <-Total Growth 10 Stock Price
Increase -14.87% -4.17% 43.55% 9.66% -7.58% 14.01% 14.94% 18.95% 20.80% -17.50% -2.65% 23.93% 10.55% <-IRR #YR-> 10 Stock Price
P/E 10.30 8.66 11.96 10.19 11.08 10.58 14.21 13.73 13.83 10.68 9.19 12.25 7.42% <-IRR #YR-> 5 Stock Price
Trailing P/E 10.78 9.87 12.43 13.12 9.42 12.63 12.16 16.90 16.59 11.41 10.40 11.39
Median 5 Yrs Price Inc 18.95% P/E: Y-T 12.25 11.41
-$15.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $42.26
Market Cap  $2,471 $3,229 $3,150 $3,247 $3,667 $3,824 $5,581 $5,985 $5,814 $5,083 $5,506 $6,851 $7,092 $7,092
# of Sh in M 126.70 126.61 126.63 126.82 126.77 126.78 126.89 125.39 125.29 125.51 125.86 125.93 127.48 127.48 Class A & B share (A=non-voting)
Increase -0.02% -0.07% 0.02% 0.15% -0.05% 0.01% 0.09% -1.19% -0.07% 0.17% 0.28% 0.06% 1.23% 0.00% -0.05% <-Average 10 Shares
CF fr Op $M $426.70 $350.10 $747.90 $340.30 $473.00 $640.60 $749.50 $617.90 $706.90 $791.80 $738.30 $764.30 $835.01 $908.95 118.31% <-Total Growth 10 Cash Flow
OPS $3.37 $2.77 $5.91 $2.68 $3.73 $5.05 $5.91 $4.93 $5.64 $6.31 $5.87 $6.07 $6.55 $7.13 119.49% <-Total Growth 10 Cash Flow
Non-Cash $38.40 $139.90 -$245.60 $160.00 $52.80 -$102.30 -$90.20 $39.60 $19.00 $12.80 $55.10 -$26.30 8.18% <-IRR #YR-> 10 Cash Flow
OPS Less Non-Cash $3.67 $3.87 $3.97 $3.94 $4.15 $4.25 $5.20 $5.24 $5.79 $6.41 $6.30 $5.86 $6.55 $7.13 0.54% <-IRR #YR-> 5 Cash Flow
Increase 83.44% 5.43% 2.49% -0.55% 5.14% 2.36% 22.37% 0.92% 10.49% 10.65% -1.67% -7.03% 11.77% 8.85% 4.24% <-IRR #YR-> 10 OPS Less N-C
P/O on Cl 5.31 6.59 6.27 6.49 6.97 7.10 8.46 9.10 8.01 6.32 6.94 9.28 8.49 7.80 2.44% <-IRR #YR-> 5 OPS Less N-C
*Operational Cash Flow per share P/CF 10 yr 7.04 5 yr  8.01
-$2.77 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $6.07
-$5.91 $0.00 $0.00 $0.00 $0.00 $6.07
-$3.87 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5.86
-$5.20 $0.00 $0.00 $0.00 $0.00 $5.86
OPM 19.3% 12.0% 21.3% 11.4% 12.6% 20.7% 29.8% 25.4% 29.4% 28.5% 28.6% 28.8% should be zero, it is a check on calculations
Diff from Ave -28.3% -55.6% -21.0% -57.6% -53.1% -23.1% 10.5% -5.7% 9.0% 5.7% 6.0% 6.7% 0.00 <-Median-> 10 OPM
*Operational Profit Margin (CF/Revenue) Ratio OPM 10 Yrs 26.96% 5 Yrs 28.57%
Q1 2011
Curr Assets $563.30 $1,182.90 $874.50 $1,111.7 $1,103.0 $1,270.0 $1,305.0 $1,294.5 $1,263.7 $1,335.1 $1,327.9 $1,082.0 $1,099.0 Liq ratio of 1.5 and up, best Assets
Curr Liab. $348.00 $889.20 $622.20 $570.20 $537.60 $396.60 $437.0 $421.6 $445.9 $603.6 $462.9 $467.0 $578.0 2.58 <-Median-> 10 Liabilities
Liquidity 1.62 1.33 1.41 1.95 2.05 3.20 2.99 3.07 2.83 2.21 2.87 2.32 1.90 2.83 <-Median-> 5 Ratio
Assets $5,429 $5,390 $5,404 $5,934 $6,097 $6,436 $6,818 $6,994 $7,285 $7,864 $9,084 $9,415 $9,654 A/L ratio of 1.5 and up, best Assets
Liab. $3,673 $3,527 $3,424 $3,618 $3,512 $3,682 $3,958 $4,032 $4,139 $4,488 $5,253 $5,280 $5,753 1.74 <-Median-> 10 Liabilities
Asset/Liability R. 1.48 1.53 1.58 1.64 1.74 1.75 1.72 1.73 1.76 1.75 1.73 1.78 1.68 1.75 <-Median-> 5 Ratio
Pref Shares * $337 $337 $337 $487 $637 $637 $637 $637 $625 $625 $785 $860 $848
Book Value $1,419 $1,527 $1,644 $1,830 $1,949 $2,118 $2,224 $2,325 $2,522 $2,752 $3,046 $3,275 $3,053 114.56% <-Total Growth 10 Book Value
BV per share $11.20 $12.06 $12.98 $14.43 $15.37 $16.70 $17.52 $18.54 $20.13 $21.92 $24.20 $26.01 $23.95 $23.95 115.72% <-Total Growth 10 Book Value
Change 6.39% 7.65% 7.67% 11.17% 6.52% 8.67% 4.91% 5.81% 8.56% 8.93% 10.39% 7.46% -7.92% 1.2231 Current/Historical Book Value
P/BV (CL) 1.74 2.12 1.92 1.77 1.88 1.81 2.51 2.57 2.31 1.85 1.81 2.09 2.32 7.99% <-IRR #YR-> 10 Book Value
Change -23.63% 21.48% -9.40% -7.40% 6.07% -4.07% 39.00% 2.57% -10.45% -19.87% -2.14% 15.71% 11.06% 8.22% <-IRR #YR-> 5 Book Value
Leverage (A/BK) 3.83 3.53 3.29 3.24 3.13 3.04 3.07 3.01 2.89 2.86 2.98 2.87 3.16 3.04 <-Average 10 A/BV
Debt/Equity Ratio 2.59 2.31 2.08 1.98 1.80 1.74 1.78 1.73 1.64 1.63 1.72 1.61 1.88 2.92 <-Average 5 A/BV
Medians P/BV 10 yr Ave 1.90 5 yr Ave 2.09
-$12.06 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $26.01
-$17.52 $0.00 $0.00 $0.00 $0.00 $26.01
ROE 14.8% 14.2% 14.2% 15.4% 12.9% 17.6% <-12 mths 14.21% <-Median-> 5 Compreh. Inc
Comprehensive Inc $345.20 $357.80 $391.10 $468.80 $422.20 $536.20 <-12 mths Compreh. Inc
ROE 14.1% 14.9% 14.4% 16.7% 13.3% 14.6% 11.9% 13.9% 15.3% 15.0% 15.3% 13.3% 15.2% <-12 mths Net Income/Shareholders' equity
5Yr Running Ave 13.4% 14.0% 14.5% 15.0% 14.7% 14.8% 14.1% 14.0% 13.9% 14.2% 14.4% 14.6% 14.8% <-12 mths
Net Income $200.10 $227.40 $237.10 $305.00 $259.10 $309.00 $265.60 $323.90 $386.70 $413.10 $466.60 $435.00 $464.00 <-12 mths 91.29% <-Total Growth 10 Net Income
Oper C. F. $426.70 $350.10 $747.90 $340.30 $473.00 $640.60 $749.50 $617.90 $706.90 $791.80 $738.30 $764.30 $827.30 <-12 mths C F Statement  Oper C. F.
Invest. C. F -$351.10 -$432.10 -$517.70 -$419.30 -$777.00 -$469.30 -$470.40 -$527.50 -$642.10 -$813.10 -$852.10 -$777.50 -$783.50 <-12 mths C F Statement  Invest. C. F
Total Accruals $124.50 $309.40 $6.90 $384.00 $563.10 $137.70 -$13.50 $233.50 $321.90 $434.40 $580.40 $448.20 $420.20 <-12 mths Accruals
Total Assets $5,428.6 $5,390.1 $5,404.0 $5,934.4 $6,096.5 $6,436.1 $6,817.8 $6,993.5 $7,285.4 $7,864.4 $9,083.6 $9,415.3 $9,654.0 <-12 mths Balance Sheet Assets
Accruals Ratio 2.29% 5.74% 0.13% 6.47% 9.24% 2.14% -0.20% 3.34% 4.42% 5.52% 6.39% 4.76% 4.35% <-12 mths Ratio
up/down/neutral
Chge in Close -18.75% 30.77% -2.45% 2.93% 12.99% 4.25% 45.82% 8.53% -2.79% -12.72% 8.02% 24.34% 2.26%
Any Predictions?
Fin. C. F -$69.20 $75.50 -$27.10 $264.40 $139.90 $199.40 -$141.80 -$132.30 -$98.80 $12.00 $197.00 -$232.30 -$224.30 <-12 mths C F Statement  Fin. C. F
Total Accruals $193.70 $233.90 $34.00 $119.60 $423.20 -$61.70 $128.30 $365.80 $420.70 $422.40 $383.40 $680.50 $644.50 <-12 mths Accruals
Accruals Ratio 3.57% 4.34% 0.63% 2.02% 6.94% -0.96% 1.88% 5.23% 5.77% 5.37% 4.22% 7.23% 6.68% <-12 mths Ratio
Jul 23, 2011.  When I last looked I got estimates for 2010 and 2011 of $3.30 and $3.43 for EPS and $$6.30 and $6.70 for CF.
Aug 15, 2010.  When I last looked at this stock, the 2009 and 2010 earnings estimates were $2.95 (came in at $3.71) and $3.02 and Cash Flow $6.40 and $6.55.
Nov 19, 2009.  When I looked at this in July 2009, I picked up earnings for 2009 and 2010 of $2.93 and $3.02 and cash flow of $6.25 and $6.50.
Jul 7, 2009.  In Jan 2009 I picked up earnings estimates for 2009 and 2010 of  $2.94 and $2.89.  Earnings for 2009 were $3.28.
July 2011.  Current thinking is that preferred shares are neither equity or liability.
Notes: * I looked at preferred shares for this company as there is some controvsy of whether these shares are a liability or equity.  Mostly it seems to be that they are a liability. 
However, I have separated them out.  Graham Price formula generally uses the book value, but really it is asset less liabilities divided by no. of shares.    However, if we exclude
preferred shares from the liabilities of this company, the Graham Price is higher.  See values below.  However, as in most valuations it is the relative values that count.
For example, not only do you look at the Graham Price, but on the past differnces between stock price and Graham Price.
How they make their money.
Canadian Utilities Limited operates in four business segments: regulated natural gas operations; regulated electric operations; technologies; and power generation. These operations provide service to industrial, 
residential and commercial customers. Other businesses consist of natural gas gathering, processing, storage and natural gas supply management and technical facilities management.
ATCO (ACO.X) owns just over 50% of this company.  CU.X is voting and Class B, CU is non-voting and Class A.  
For most ratios, lower is better when looking for a good stock price.  However, there are exceptions such as for yield and asset/liability ratios and here you want a higher ratios to indicate a good stock price.  
Also, for the Operational Profit Margin, a higher percentage is better.  With the OPM, you should only compare companies in similar industries.
Copyright © 2008 Website of SPBrunner. All rights reserved.
ATCO stake 33.155
yr 2011 34.120
67.274 52.77%