The Idiot Index

Sector
Shareholder ExtractionApplied to regulated electric, gas, and water utilities. COGS captures fuel and purchased power; rates are set by regulators with an allowed return on capital, so Markup is bounded by regulation rather than competition. The interesting indicators in this sector are Labor Share…

Shareholder Extraction in Utilities

0 of 36 companies · highest first

What this measures

Full methodology →

Dollars sent to shareholders for every dollar invested in R&D.

Ratio
Shareholder Extraction
Sector
Utilities
Methodology version
v1.0.0
Formula
(Buybacks + Dividends) / R&DExpense
Sector context

Applied to regulated electric, gas, and water utilities. COGS captures fuel and purchased power; rates are set by regulators with an allowed return on capital, so Markup is bounded by regulation rather than competition. The interesting indicators in this sector are Labor Share (workforce concentration) and Shareholder Extraction (regulated dividends vs grid investment).

Whether the company invests in future productive capacity or extracts current value to shareholders. A ratio above 3.0 typically indicates an extraction-dominant capital allocation policy. A ratio below 1.0 indicates the company is investing more in its future than returning to shareholders.

Source data: PaymentsForRepurchaseOfCommonStock, PaymentsOfDividends, ResearchAndDevelopmentExpense (us-gaap) or equivalents in IFRS.