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UU.
United Utilities Group PLC
320/1000 Overall fit
AI beneficiary 35% 20
Operating leverage 25% 40
Valuation 25% 20
Downside protection 15% 65
First-pass take
Defensive regulated water utility with zero AI revenue exposure and constrained operating leverage due to cost-pass-through regulation. RoRE collapsed to 1.1% (vs 4% allowed base return), dividend payout exceeds earnings at 104%, and £9bn capex program requires external financing.
Flags
no-ai-exposureno-valuation-datadividend-payout-unsustainablerore-collapsecapex-intensive-amp8moderate-leverageexecution-riskregulated-utility