HomeMy WebLinkAbout20230601Exhibits 7-18 - McKenzie DI Testimony.pdfBEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 7
1
EXHIBIT
QUALIFICATIONS OF ADRIEN M. MCKENZIE
Q.PLEASE STATE YOUR NAME AND BUSINESS ADDRESS.
A. My name is Adrien M. McKenzie. My business address is 3907 Red River Street, Austin,
Texas 78751.
Q. PLEASE STATE YOUR OCCUPATION.
A. I am a principal in FINCAP, Inc., a firm engaged primarily in financial, economic, and
policy consulting in the field of public utility regulation.
Q. PLEASE DESCRIBE YOUR QUALIFICATIONS AND EXPERIENCE.
A. I received B.A. and M.B.A. degrees with a major in finance from The University of Texas
at Austin and hold the Chartered Financial Analyst (CFA®) designation. Since joining
FINCAP in 1984, I have participated in consulting assignments involving a broad range
of economic and financial issues, including cost of capital, cost of service, rate design,
economic damages, and business valuation. I have extensive experience in economic and
financial analysis for regulated industries, and in preparing and supporting expert witness
testimony before courts, regulatory agencies, and legislative committees throughout the
U.S. and Canada. I have personally sponsored direct and rebuttal testimony in over 180
proceedings filed with the Federal Energy Regulatory Commission (“FERC”) and
regulatory agencies in Alaska, Arkansas, Colorado, District of Columbia, Hawaii, Idaho,
Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Montana, Nebraska, New
Mexico, Ohio, Oklahoma, Oregon, South Dakota, Texas, Virginia, Washington, West
Virginia, and Wyoming. My testimony addressed the establishment of risk-comparable
proxy groups, the application of alternative quantitative methods, and the consideration
Exhibit No. 7
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 5
2
of regulatory standards and policy objectives in establishing a fair rate of return on equity
for regulated electric, gas, and water utility operations. In connection with these
assignments, my responsibilities have included critically evaluating the positions of other
parties and preparation of rebuttal testimony, representing clients in settlement
negotiations and hearings, and assisting in the preparation of legal briefs.
FINCAP was formed in 1979 as an economic and financial consulting firm
serving clients in both the regulated and competitive sectors. FINCAP conducts
assignments ranging from broad qualitative analyses and policy consulting to technical
analyses and research. The firm’s experience is in the areas of public utilities, valuation
of closely-held businesses, and economic evaluations (e.g., damage and cost/benefit
analyses). Prior to joining FINCAP, I was employed by an oil and gas firm and was
responsible for operations and accounting. I am a member of the CFA Institute. A
resume containing the details of my qualifications and experience is attached below.
Exhibit No. 7
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 5
3
ADRIEN M. McKENZIE
FINCAP, INC. 3907 Red River Street
Financial Concepts and Applications Austin, Texas 78751
Economic and Financial Counsel (512) 923-2790
FAX (512) 458–4768
amm.fincap@outlook.com
Summary of Qualifications
Adrien McKenzie has an MBA in finance from the University of Texas at Austin and holds the
Chartered Financial Analyst (CFA®) designation. He has over 30 years of experience in economic
and financial analysis for regulated industries, and in preparing and supporting expert witness
testimony before courts, regulatory agencies, and legislative committees throughout the U.S. and
Canada. Assignments have included a broad range of economic and financial issues, including cost
of capital, cost of service, rate design, economic damages, and business valuation.
Employment
President
FINCAP, Inc.
(June 1984 to June 1987)
(April 1988 to present)
Economic consulting firm specializing in regulated
industries and valuation of closely-held businesses.
Assignments have involved electric, gas,
telecommunication, and water/sewer utilities, with
clients including utilities, consumer groups,
municipalities, regulatory agencies, and cogenerators.
Areas of participation have included rate of return,
revenue requirements, rate design, tariff analysis,
avoided cost, forecasting, and negotiations. Develop
cost of capital analyses using alternative market models
for electric, gas, and telephone utilities. Prepare pre-
filed direct and rebuttal testimony, participate in
settlement negotiations, respond to interrogatories,
evaluate opposition testimony, and assist in the areas of
cross-examination and the preparations of legal briefs.
Other assignments have involved preparation of
technical reports, valuations, estimation of damages,
industry studies, and various economic analyses in
support of litigation.
Manager,
McKenzie Energy Company
(Jan. 1981 to May. 1984)
Responsible for operations and accounting for firm
engaged in the management of working interests in oil
and gas properties.
Exhibit No. 7
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 3 of 5
4
Education
M.B.A., Finance,
University of Texas at Austin
(Sep. 1982 to May. 1984)
Program included coursework in corporate finance,
accounting, financial modeling, and statistics. Received
Dean's Award for Academic Excellence and Good
Neighbor Scholarship.
Professional Report: The Impact of Construction
Expenditures on Investor-Owned Electric Utilities
B.B.A., Finance,
University of Texas at Austin
(Jan. 1981 to May 1982)
Electives included capital market theory, portfolio
management, and international economics and finance.
Elected to Beta Gamma Sigma business honor society.
Dean's List 1981-1982.
Simon Fraser University,
Vancouver, Canada and University
of Hawaii at Manoa, Honolulu,
Hawaii
(Jan. 1979 to Dec 1980)
Coursework in accounting, finance, economics, and
liberal arts.
Professional Associations
Received Chartered Financial Analyst (CFA®) designation in 1990.
Member – CFA Institute.
Bibliography
“A Profile of State Regulatory Commissions,” A Special Report by the Electricity Consumers
Resource Council (ELCON), Summer 1991.
“The Impact of Regulatory Climate on Utility Capital Costs: An Alternative Test,” with Bruce H.
Fairchild, Public Utilities Fortnightly (May 25, 1989).
Presentations
“ROE at FERC: Issues and Methods,” Expert Briefing on Parallels in ROE Issues between AER,
ERA, and FERC, Jones Day (Sydney, Melbourne, and Perth, Australia) (April 15, 2014).
Cost of Capital Working Group eforum, Edison Electric Institute (April 24, 2012).
“Cost-of-Service Studies and Rate Design,” General Management of Electric Utilities (A Training
Program for Electric Utility Managers from Developing Countries), Austin, Texas (October
1989 and November 1990 and 1991).
Exhibit No. 7
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 4 of 5
5
Representative Assignments
Mr. McKenzie has prepared and sponsored prefiled testimony submitted in over 150 regulatory
proceedings. In addition to filings before regulatory agencies in Alaska, Arkansas, Colorado,
Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Montana, Nebraska, New
Mexico, Ohio, Oklahoma, Oregon, South Dakota, Texas, Virginia, Washington, West Virginia,
and Wyoming, Mr. McKenzie has considerable expertise in preparing expert analyses and
testimony before the Federal Energy Regulatory Commission (“FERC”) on the issue of rate of
return on equity (“ROE”), and has broad experience in applying and evaluating the results of
quantitative methods to estimate a fair ROE. Other representative assignments have included
developing cost of service and cost allocation studies, the application of econometric models to
analyze the impact of anti-competitive behavior and estimate lost profits; development of
explanatory models for nuclear plant capital costs in connection with prudency reviews; and the
analysis of avoided cost pricing for cogenerated power.
Exhibit No. 7
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 5 of 5
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 8
ROE ANALYSIS Exhibit
Page 1 of 1
SUMMARY OF RESULTS
Method Average
DCF
Value Line 9.2%
IBES 10.3%
Zacks 10.0%
Internal br + sv 9.0%
CAPM 11.2%
ECAPM 11.4%
Utility Risk Premium 10.6%
Expected Earnings 11.0%
Cost of Equity 10.0% --
Flotation Cost Adjustment
Electric Group Dividend Yield 3.88%
Flotation Cost Expense Facto 2.56%
Flotation Cost Adjustment 0.10%
Recommended ROE Range
Range 10.1% --
Midpoint 10.6%
ROE Recommendation
11.0%
11.1%
Exhibit No. 8
IPC-E-23-11
. McKenzie, IPC
Page 1 of 1
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 9
REGULATORY MECHANISMS Exhibit
Page 1 of 4
ELECTRIC GROUP
(b) (c)
Conserv.Future Formula
Pro ram Trad. Renewables/ Deliver Environ. Trans. Test Rates /
Com an Fuel/PPA Expense Full Partial Generation Non-Trad.Infra. Com liance Costs Year MRP
1 ALLETE -- -- -- -- -- C
2 Ameren Corp. -- O,P
3 Avista Corp. -- -- -- -- -- -- P
4 Black Hills Corp. -- -- O
5 CMS Energy Corp. -- -- ---- --C --
6 Dominion Energy -- -- --
7 DTE Energy Co. -- -- ---- --C --
8 Duke Energy Corp. -- C,O,P
9 Entergy Corp. -- O,P
10 Exelon Corp. D -- -- O,P
11 Hawaiian Elec. -- -- ---- -- -- C
12 IDACORP, Inc. -- -- -- -- -- -- C,P --
13 orthWestern Corp. -- -- -- -- -- -- -- -- --
14 OGE Energy Corp. -- P
15 Otter Tail Corp. -- -- C,O
16 Pinnacle West Capital ------ --
17 Portland General Elec. -- -- C --
18 Pub Sv Enterprise Grp. D ---- -- -- P --
19 Sempra Energy -- -- ----C
20 Southern Company -- -- ---- C,O
Notes
D - Delivery-only utility.
C - Fully-forecasted test years commonly used in the state listed for this operating company.
O - Fully-forecasted test years occasionally used in the state listed for this operating company.
P - Partially-forecasted test years commonly or occasionally used in the state listed for this operating company.
Source: Exhibit , pages 2-4, contain operating company data that are aggregated into the parent company data on this page.
T e of Ad ustment Clause (a)
New Capital
Decou lin
Exhibit No. 9
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 4
Exhibit
Page 2 of 4
REGULATORY MECHANISMS
ELECTRIC GROUP OPERATING COS.
(b) (c)
Conserv.Future Formula
Program Trad. Renewables/ Delivery Environ. Trans. Test Rates /
Company State Fuel/PPA Expense Full Partial Generation Non-Trad.Infra. Compliance Costs Year MRP
1 ALLETE
Minnesota Power Enterprises Inc. MN -- -- ---- --C
2 AMEREN CORP.
Ameren Illinois Co. IL D *--* ----*O
Union Electric Co. MO * --* --** -- **P --
3 AVISTA CORP.
Alaska Electric Light & Power Co. AK -- -- -- -- -- -- -- ---- --
Avista Corp. ID * * -- -- -- -- -- --P --
Avista Corp. WA * -- * -- -- -- -- ----
4 BLACK HILLS CORP.
Black Hills Colorado Electric Inc. CO -- --*-- ----
Black Hills Power Inc. SD -- -- -- -- -- --**-- --
Cheyenne Light Fuel & Power Co. WY --* -- -- -- -- --O --
5 CMS ENERGY
Consumers Energy Co. MI -- * -- ---- --*C --
6 DOMINION ENERGY
Virginia Electric & Power Co. NC * -- -- * --* ------ --
Dominion Energy South Carolina SC -- --* -- ------
Virginia Electric & Power Co. VA -- -- --
7 DTE ENERGY CO.
DTE Electric Co. MI -- * -- ---- --*C --
8 DUKE ENERGY
Duke Energy Florida LLC FL -- --** -- *--C
Duke Energy Indiana LLC IN --* -- **--
Duke Energy Kentucky Inc. KY --* -- -- ----O --
Duke Energy Carolinas LLC NC * -- -- * --* ------ --
Duke Energy Progress LLC NC * -- -- * --* ------ --
Duke Energy Ohio Inc. OH D ** --* -- * -- P
Duke Energy Progress LLC SC -- -- -- * -- ------
Duke Energy Carolinas LLC SC -- -- -- * -- ------
Type of Adjustment Clause (a)
New Capital
Decoupling
Exhibit No. 9
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 4
Exhibit
Page 3 of 4
REGULATORY MECHANISMS
ELECTRIC GROUP OPERATING COS.
(b) (c)
Conserv.Future Formula
Program Trad. Renewables/ Delivery Environ. Trans. Test Rates /
Company State Fuel/PPA Expense Full Partial Generation Non-Trad.Infra. Compliance Costs Year MRP
Type of Adjustment Clause (a)
New Capital
Decoupling
9 ENTERGY CORP.
Entergy Arkansas LLC AR --**** --P
Entergy New Orleans LLC LA -- -- ----**O
Entergy Louisiana LLC LA * --* -- -- ----O
Entergy Mississippi LLC MS -- --* -- -- -- --O
Entergy Texas Inc. TX *-- --* -- ----
10 EXELON CORP.
Delmarva Power & Light Co. DE D *-- -- -- --* --P --
Potomac Electric Power Co. DC D * -- --* --** -- --P --
Commonwealth Edison Co. IL D *-- -- -- **O
Baltimore Gas & Electric Co. MD D * -- -- -- -- -- --P --
Delmarva Power & Light Co. MD D * -- -- -- -- -- --P --
Potomac Electric Power Co. MD D * -- -- -- * -- --P --
Atlantic City Electric Co. NJ D ** --* -- -- ** --P --
PECO Energy Co. PA D *-- -- -- --* --O --
11 HAWAIIAN ELEC.
Hawaiian Electric Co. HI -- -- --* -- -- --C
Hawaii Electric Light Co. HI -- -- -- -- -- -- --C
Maui Electric Co. HI -- -- --* -- -- --C
12 IDACORP
Idaho Power Co. ID * * -- -- -- -- -- --P --
Idaho Power Co. OR -- -- -- -- -- -- --C --
13 NORTHWESTERN CORP.
NorthWestern Corp. MT *-- -- -- -- -- -- ---- --
NorthWestern Corp. SD -- -- -- -- -- -- ---- --
14 OGE ENERGY CORP.
Oklahoma Gas & Electric Co. AR --* P --
Oklahoma Gas & Electric Co. OK * --* -- --***--
15 OTTER TAIL CORP.
Otter Tail Power Co. MN -- -- ---- C --
Otter Tail Power Co. ND -- -- --*****O
Otter Tail Power Corp. SD -- --* -- ---- --
16 PINNACLE WEST CAPITAL
Arizona Public Service Co. AZ --* ---- --
17 PORTLAND GENERAL ELECTRIC
Portland General Electric Co. OR -- --** --*C --
Exhibit No. 9
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 3 of 4
Exhibit
Page 4 of 4
REGULATORY MECHANISMS
ELECTRIC GROUP OPERATING COS.
(b) (c)
Conserv.Future Formula
Program Trad. Renewables/ Delivery Environ. Trans. Test Rates /
Company State Fuel/PPA Expense Full Partial Generation Non-Trad.Infra. Compliance Costs Year MRP
Type of Adjustment Clause (a)
New Capital
Decoupling
18 PUB SV ENTERPRISE GRP
Public Service Electric & Gas Co. NJ D ** --* -- --** --P --
19 SEMPRA ENERGY
San Diego Gas & Electric Co. CA ---- -- -- -- -- --C
Oncor Electric Delivery Co. TX D *-- -- -- ------
20 SOUTHERN CO.
Alabama Power Co. AL * -- -- --*--* --C
Georgia Power Co. GA -- -- --* -- --* --C
Mississippi Power Co. MS -- --* -- -- --* --O
(a)S&P Global Market Intelligence, Adjustment clauses: A state by state overview, Regulatory Focus Topical Special Report (Jul. 18, 2022).
(b)Edison Electric Institute, Alternative Regulation for Emerging Utility Challenges: 2015 Update (Nov. 11, 2015).
(c)
Notes
D - Delivery-only utility.
C - Fully-forecasted test years commonly used in the state listed for this operating company.
O - Fully-forecasted test years occasionally used in the state listed for this operating company.
P - Partially-forecasted test years commonly or occasionally used in the state listed for this operating company.
* For additional context around the specific recovery mechanisms available to the particular operating companies in each state, see the source document.
Formula rates and Multiyear Rate plans approved in the state listed for this operating company. See, U.S. Department of Energy, State Performance-Based Regulation Using Multiyear Rate Plans for U.S. Electric
Utilities,GRID Modernization Laboratory Consortium (Jul. 2017); The Brattle Group, Exploring the Use of Alternative Regulatory Mechanisms to Establish New Base Rates , Joint Utilities of Maryland (Mar. 29,
2018); SEC Form 10-K Reports.
Exhibit No. 9
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 4 of 4
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 10
CAPITAL STRUCTURE Exhibit
Page 1 of 3
ELECTRIC GROUP
Common Common
Company Debt Preferred Equity Debt Preferred Equity
1 ALLETE 36.5% 0.0% 63.5% 40.5% 0.0% 59.5%
2 Ameren Corp. 56.9% 0.0% 43.1% 51.0% 0.5% 48.5%
3 Avista Corp. 49.6% 0.0% 50.4% 48.5% 0.0% 51.5%
4 Black Hills Corp. 57.2% 0.0% 42.8% 50.0% 0.0% 50.0%
5 CMS Energy Corp. 65.2% 1.0% 33.8% 61.5% 1.0% 37.5%
6 Dominion Energ 60.2% 2.5% 37.2% 57.0% 2.0% 41.0%
7 DTE Energy Co. 63.4% 0.0% 36.6% 61.0% 0.0% 39.0%
8 Duke Energy Corp. 57.9% 1.6% 40.5% 61.0% 1.5% 37.5%
9 Entergy Corp. 66.1% 0.6% 33.3% 67.0% 0.0% 33.0%
10 Exelon Corp. 60.0% 0.0% 40.0% 64.5% 0.0% 35.5%
11 Hawaiian Elec. 57.9% 0.6% 41.4% 50.0% 0.5% 49.5%
12 IDACORP, Inc. 43.8% 0.0% 56.2% 50.0% 0.0% 50.0%
13 NorthWestern Corp. 48.3% 0.0% 51.7% 49.0% 0.0% 51.0%
14 OGE Energy Corp. 50.8% 0.0% 49.2% 50.0% 0.0% 50.0%
15 Otter Tail Corp. 40.4% 0.0% 59.6% 42.5% 0.0% 57.5%
16 Pinnacle West Capital 55.8% 0.0% 44.2% 54.5% 0.0% 45.5%
17 Portland General Elec. 58.8% 0.0% 41.2% 55.0% 0.0% 45.0%
18 Pub Sv Enterprise Grp. 56.8% 0.0% 43.2% 54.5% 0.0% 45.5%
19 Sempra Energ 44.9% 1.6% 53.5% 46.0% 1.5% 52.5%
20 Southern Compan 61.4% 0.0% 38.6% 63.0% 0.0% 37.0%
Minimum 36.5% 0.0% 33.3% 40.5% 0.0% 33.0%
Maximum 66.1% 2.5% 63.5% 67.0% 2.0% 59.5%
Average 54.6% 0.4% 45.0% 53.8% 0.4% 45.8%
(a) SEC Form 10-K reports. Debt includes current maturities.
(b) The Value Line Investment Survey (Jan. 20, Feb. 10 and Mar. 10, 2023).
At Year-end 2022 (a) Value Line Projected (b)
Exhibit No. 10
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 3
Exhibit
Page 2 of 3
CAPITAL STRUCTURE
ELECTRIC GROUP OPERATING COS.
Operating Company Debt Preferred
Common
Equity
1 ALLETE
ALLETE, Inc. (Minnesota Power) 40.3% 0.0% 59.7%
2 AMEREN CORP.
Ameren Illinois Co. 43.9% 0.4% 55.6%
Union Electric Co. 48.6% 0.6% 50.7%
3 AVISTA CORP.
Avista Corp. 49.3% 0.0% 50.7%
Alaska Electric Light & Powe 39.1% 0.0% 60.9%
4 BLACK HILLS CORP.
Black Hills Powe 49.9% 0.0% 50.1%
Cheyenne Light Fuel & Powe 57.2% 0.0% 42.8%
Black Hills/Colorado Electric Utility Co 52.1% 0.0% 47.9%
5 CMS ENERGY
Consumers Energy Co. 50.2% 0.2% 49.6%
6 DOMINION ENERGY
Virginia Electric & Powe 48.4% 0.0% 51.6%
Dominion Energy South Carolina 45.2% 0.0% 54.8%
7 DTE ENERGY CO.
DTE Electric Co. 50.0% 0.0% 50.0%
8 DUKE ENERGY
Duke Energy Carolinas 48.0% 0.0% 52.0%
Duke Energy Florida 51.8% 0.0% 48.2%
Duke Energy Indiana 47.8% 0.0% 52.2%
Duke Energy Ohio 40.5% 0.0% 59.5%
Duke Energy Progress 51.8% 0.0% 48.2%
Duke Energy Kentuck 47.0% 0.0% 53.0%
9 ENTERGY CORP.
Entergy Arkansas Inc. 52.4% 0.0% 47.6%
Entergy Louisiana LLC 53.0% 0.0% 47.0%
Entergy Mississippi Inc. 53.3% 0.0% 46.7%
Entergy New Orleans Inc. 52.4% 0.0% 47.6%
Entergy Texas Inc. 51.9% 0.7% 47.4%
10 EXELON CORP.
Delmarva Power and Light 49.8% 0.0% 50.2%
Baltimore Gas & Electric Co. 46.0% 0.0% 54.0%
Commonweath Edison Co. 44.5% 0.0% 55.5%
PECO Energy Co. 46.3% 0.0% 53.7%
Potomac Electric Power Co. 49.8% 0.0% 50.2%
Atlantic City Electric Co. 50.1% 0.0% 49.9%
At Year-End 2022 (a)
Exhibit No. 10
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 3
Exhibit
Page 3 of 3
CAPITAL STRUCTURE
ELECTRIC GROUP OPERATING COS.
Operating Company Debt Preferred
Common
Equity
At Year-End 2022 (a)
11 HAWAIIAN ELEC.
Hawaiian Electric Co. 41.5% 0.8% 57.7%
12 IDACORP
Idaho Power Co. 45.5% 0.0% 54.5%
13 NORTHWESTERN CORP.
NorthWestern Corporation 49.7% 0.0% 50.3%
14 OGE ENERGY CORP.
Oklahoma G&E 44.2% 0.0% 55.8%
15 OTTER TAIL CORP.
Otter Tail Power Co. 45.1% 0.0% 54.9%
16 PINNACLE WEST CAPITAL
Arizona Public Service Co. 49.1% 0.0% 50.9%
17 PORTLAND GENERAL ELECTRIC
Portland General Electric 56.8% 0.0% 43.2%
18 PUB SV ENTERPRISE GRP
Pub Service Electric & Gas Co. 44.7% 0.0% 55.3%
19 SEMPRA ENERGY
San Diego Gas & Electric 49.8% 0.0% 50.2%
Oncor Electric Deliver 43.3% 0.0% 56.7%
20 SOUTHERN CO.
Alabama Power Co. 47.6% 0.0% 52.4%
Georgia Power Co. 44.2% 0.0% 55.8%
Mississippi Power Co. 44.4% 0.0% 55.6%
Minimum 39.1% 0.0% 42.8%
Maximum 57.2% 0.8% 60.9%
Average 48.1% 0.1% 51.8%
(a) Data from 2022 SEC Form 10-K and FERC Form 1 reports. Debt includes current maturities.
Exhibit No. 10
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 3 of 3
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 11
DCF MODEL - ELECTRIC GROUP Exhibit
Page 1 of 3
DIVIDEND YIELD
(a)(b)
Company Price Dividends Yield
1 ALLETE 61.92$ 2.71$ 4.4%
2 Ameren Corp. 84.03$ 2.52$ 3.0%
3 Avista Corp. 41.11$ 1.84$ 4.5%
4 Black Hills Corp. 61.80$ 2.50$ 4.0%
5 CMS Energy Corp. 60.10$ 1.95$ 3.2%
6 Dominion Energ 55.51$ 2.75$ 5.0%
7 DTE Energy Co. 108.71$ 3.81$ 3.5%
8 Duke Energy Corp. 95.49$ 4.02$ 4.2%
9 Entergy Corp. 104.69$ 4.28$ 4.1%
10 Exelon Corp. 41.21$ 1.44$ 3.5%
11 Hawaiian Elec. 39.02$ 1.44$ 3.7%
12 IDACORP, Inc. 104.16$ 3.16$ 3.0%
13 NorthWestern Corp. 56.81$ 2.56$ 4.5%
14 OGE Energy Corp. 36.13$ 1.70$ 4.7%
15 Otter Tail Corp. 69.99$ 1.76$ 2.5%
16 Pinnacle West Capital 75.82$ 3.48$ 4.6%
17 Portland General Elec. 47.58$ 1.88$ 4.0%
18 Pub Sv Enterprise Grp. 59.49$ 2.28$ 3.8%
19 Sempra Energ 149.16$ 4.80$ 3.2%
20 Southern Compan 65.96$ 2.72$ 4.1%
Average 3.9%
(a) Average of closing prices for 30 trading days ended Mar. 29, 2023.
(b) The Value Line Investment Survey, Summary & Index (Mar. 31, 2023).
Exhibit No. 11
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 3
DCF MODEL - ELECTRIC GROUP Exhibit
Page 2 of 3
GROWTH RATES
(a)(b)(c) (d)
br+sv
Company V Line IBES Zacks Growth
1 ALLETE 6.0% 8.7% 7.3% 4.8%
2 Ameren Corp. 6.5% 6.7% 6.9% 5.8%
3 Avista Corp. 3.5% 5.2% 5.2% 4.3%
4 Black Hills Corp. 6.0% 5.4% 2.2% 6.2%
5 CMS Energy Corp. 6.5% 8.0% 8.0% 6.5%
6 Dominion Energ 4.0% 6.1% 14.9% 5.9%
7 DTE Energy Co. 4.5% 7.4% 6.0% 6.2%
8 Duke Energy Corp. 5.0% 5.3% 5.4% 3.6%
9 Entergy Corp. 0.5% 6.6% 6.0% 3.2%
10 Exelon Corp. n/a 6.3% 6.6% 4.5%
11 Hawaiian Elec. 4.5% 1.3% 3.1% 4.6%
12 IDACORP, Inc. 4.5% 3.0% 3.0% 3.6%
13 NorthWestern Corp. 3.5% 4.5% 1.7% 3.5%
14 OGE Energy Corp. 6.5% -12.3% 10.2% 5.0%
15 Otter Tail Corp. 4.5% 9.0% n/a 4.7%
16 Pinnacle West Capital 0.5% 7.1% n/a 3.3%
17 Portland General Elec. 5.0% 4.2% 6.1% 5.2%
18 Pub Sv Enterprise Grp. 4.5% 2.4% 4.3% 4.9%
19 Sempra Energ 7.0% 4.1% 5.4% 4.7%
20 Southern Compan 6.5% 7.3% 4.0% 6.8%
DThe Value Line Investment Survey (Jan. 20, Feb. 10 and Mar. 10, 2023).
Ewww.finance.yahoo.com (retreived Mar. 30, 2023).
Fwww.zacks.com (retrieved Mar. 30, 2023).
GSee Exhibit .
Earnings Growth
Exhibit No. 11
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 3
DCF MODEL - ELECTRIC GROUP Exhibit
Page 3 of 3
COST OF EQUITY ESTIMATES
(a) (a) (a) (a)
Company V Line IBES Zacks
1 ALLETE 10.4% 13.1% 11.7% 9.2%
2 Ameren Corp. 9.5% 9.7% 9.9% 8.8%
3 Avista Corp. 8.0% 9.7% 9.7% 8.8%
4 Black Hills Corp. 10.0% 9.4% 6.2% 10.2%
5 CMS Energy Corp. 9.7% 11.2% 11.3% 9.8%
6 Dominion Energ 9.0% 11.0% 19.8% 10.9%
7 DTE Energy Co. 8.0% 10.9% 9.5% 9.7%
8 Duke Energy Corp. 9.2% 9.5% 9.6% 7.8%
9 Entergy Corp. 4.6% 10.7% 10.1% 7.3%
10 Exelon Corp. n/a 9.8% 10.1% 7.9%
11 Hawaiian Elec. 8.2% 5.0% 6.8% 8.3%
12 IDACORP, Inc. 7.5% 6.0% 6.0% 6.7%
13 NorthWestern Corp. 8.0% 9.0% 6.2% 8.1%
14 OGE Energy Corp. 11.2% -7.6% 14.9% 9.8%
15 Otter Tail Corp. 7.0% 11.5% n/a 7.2%
16 Pinnacle West Capital 5.1% 11.6% n/a 7.8%
17 Portland General Elec. 9.0% 8.1% 10.0% 9.2%
18 Pub Sv Enterprise Grp. 8.3% 6.2% 8.2% 8.7%
19 Sempra Energ 10.2% 7.4% 8.6% 7.9%
20 Southern Compan 10.6% 11.4% 8.1% 10.9%
Average (b) 9.2% 10.3% 10.0% 9.0%
DSum of dividend yield (Exhibit , p. 1) and respective growth rate (Exhibit , p. 2).
EExcludes highlighted values.
Growth
br+sv
Exhibit No. 11
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 3 of 3
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 12
BR+SV GROWTH RATE Exhibit
Page 1 of 2
ELECTRIC GROUP
(a) (a) (a) (b) (c) (d) (e) (f) (g)
Ad ustment
Com an EPS DPS BVPS b r Factor Ad usted r br s v sv br + sv
1 ALLETE $5.00 $3.00 $54.00 40.0% 9.3% 1.0246 9.5% 3.8% 0.0271 0.3647 0.99% 4.8%
2 Ameren Corp. $5.50 $3.30 $55.00 40.0% 10.0% 1.0296 10.3% 4.1% 0.0339 0.5000 1.70% 5.8%
3 Avista Corp. $2.85 $2.05 $34.95 28.1% 8.2% 1.0305 8.4% 2.4% 0.0498 0.3922 1.95% 4.3%
4 Black Hills Corp. $5.25 $2.95 $50.75 43.8% 10.3% 1.0297 10.7% 4.7% 0.0340 0.4514 1.53% 6.2%
5 CMS Energy Corp. $3.75 $2.30 $26.00 38.7% 14.4% 1.0105 14.6% 5.6% 0.0148 0.6000 0.89% 6.5%
6 Dominion Energy $5.10 $3.30 $43.40 35.3% 11.8% 1.0392 12.2% 4.3% 0.0305 0.5308 1.62% 5.9%
7 DTE Energy Co. $8.30 $4.65 $60.75 44.0% 13.7% 1.0192 13.9% 6.1% 0.0007 0.5881 0.04% 6.2%
8 Duke Energy Corp. $6.80 $4.30 $70.00 36.8% 9.7% 1.0133 9.8% 3.6% 0.0004 0.4043 0.02% 3.6%
9 Entergy Corp. $6.50 $5.00 $73.00 23.1% 8.9% 1.0289 9.2% 2.1% 0.0277 0.3787 1.05% 3.2%
10 Exelon Corp. $3.00 $1.80 $28.75 40.0% 10.4% 0.9820 10.2% 4.1% 0.0078 0.4524 0.35% 4.5%
11 Hawaiian Elec. $2.60 $1.60 $25.50 38.5% 10.2% 1.0209 10.4% 4.0% 0.0124 0.4632 0.57% 4.6%
12 IDACORP, Inc. $6.10 $4.00 $67.30 34.4% 9.1% 1.0238 9.3% 3.2% 0.0101 0.4272 0.43% 3.6%
13 orthWestern Corp. $4.00 $2.68 $50.00 33.0% 8.0% 1.0277 8.2% 2.7% 0.0361 0.2308 0.83% 3.5%
14 OGE Energy Corp. $3.15 $1.85 $26.00 41.3% 12.1% 1.0091 12.2% 5.0% - 0.3882 0.00% 5.0%
15 Otter Tail Corp. $3.65 $2.20 $34.25 39.7% 10.7% 1.0195 10.9% 4.3% 0.0079 0.4731 0.37% 4.7%
16 Pinnacle West Capital $5.25 $3.66 $59.25 30.3% 8.9% 1.0172 9.0% 2.7% 0.0139 0.3763 0.52% 3.3%
17 Portland General Elec. $3.50 $2.24 $37.00 36.0% 9.5% 1.0316 9.8% 3.5% 0.0398 0.4308 1.71% 5.2%
18 Pub Sv Enterprise Grp. $4.50 $2.80 $33.75 37.8% 13.3% 1.0151 13.5% 5.1% (0.0037) 0.5645 -0.21% 4.9%
19 Sempra Energy $11.25 $5.82 $102.65 48.3% 11.0% 1.0224 11.2% 5.4% (0.0145) 0.4736 -0.69% 4.7%
20 Southern Company $5.15 $3.10 $32.25 39.8% 16.0% 1.0216 16.3% 6.5% 0.0050 0.6206 0.31% 6.8%
2027 "sv" Factor
Exhibit No. 12
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 2
BR+SV GROWTH RATE Exhibit
Page 2 of 2
ELECTRIC GROUP
(a) (a) (h) (a) (a) (h) (i) (a) (a) (j) (a) (a) (i)
Ch
Com an E Ratio Tot Ca Com E E Ratio Tot Ca Com E E uit Hi h Low Av .M/B 2022 2027 Growth
1 ALLETE 57.8% $4,465 $2,581 59.5% $5,550 $3,302 5.1% $100.0 $70.0 $85.0 1.574 56.01 61.00 1.72%
2 Ameren Corp. 44.0% $24,193 $10,645 48.5% $29,500 $14,308 6.1% $120.0 $100.0 $110.0 2.000 262.00 285.00 1.70%
3 Avista Corp. 52.5% $4,105 $2,155 51.5% $5,675 $2,923 6.3% $65.0 $50.0 $57.5 1.645 71.50 83.00 3.03%
4 Black Hills Corp. 40.3% $6,914 $2,786 50.0% $7,500 $3,750 6.1% $105.0 $80.0 $92.5 1.823 64.74 71.00 1.86%
5 CMS Energy Corp. 34.5% $20,350 $7,021 37.5% $20,800 $7,800 2.1% $75.0 $55.0 $65.0 2.500 291.30 300.00 0.59%
6 Dominion Energy 38.5% $66,344 $25,542 41.0% $92,200 $37,802 8.2% $105.0 $80.0 $92.5 2.131 810.40 870.00 1.43%
7 DTE Energy Co. 37.0% $28,000 $10,360 39.0% $32,200 $12,558 3.9% $170.0 $125.0 $147.5 2.428 205.69 206.00 0.03%
8 Duke Energy Corp. 43.1% $109,744 $47,300 37.5% $144,100 $54,038 2.7% $135.0 $100.0 $117.5 1.679 769.00 770.00 0.03%
9 Entergy Corp. 35.2% $36,810 $12,957 33.0% $52,410 $17,295 5.9% $135.0 $100.0 $117.5 1.610 211.18 230.00 1.72%
10 Exelon Corp. 49.1% $70,107 $34,423 35.5% $81,000 $28,755 -3.5% $60.0 $45.0 $52.5 1.826 979.00 1000.00 0.43%
11 Hawaiian Elec. 52.8% $4,524 $2,389 49.5% $5,950 $2,945 4.3% $55.0 $40.0 $47.5 1.863 109.31 113.00 0.67%
12 IDACORP, Inc. 57.2% $4,669 $2,671 50.0% $6,775 $3,388 4.9% $130.0 $105.0 $117.5 1.746 50.52 52.00 0.58%
13 orthWestern Corp. 47.8% $4,893 $2,339 51.0% $6,050 $3,086 5.7% $75.0 $55.0 $65.0 1.300 54.06 62.00 2.78%
14 OGE Energy Corp. 53.0% $8,962 $4,750 50.0% $10,400 $5,200 1.8% $50.0 $35.0 $42.5 1.635 200.20 200.20 0.00%
15 Otter Tail Corp. 58.5% $2,041 $1,194 57.5% $2,525 $1,452 4.0% $75.0 $55.0 $65.0 1.898 41.63 42.50 0.41%
16 Pinnacle West Capital 46.1% $12,820 $5,910 45.5% $15,425 $7,018 3.5% $110.0 $80.0 $95.0 1.603 113.01 118.00 0.87%
17 Portland General Elec. 43.2% $6,265 $2,706 45.0% $8,250 $3,713 6.5% $75.0 $55.0 $65.0 1.757 89.41 100.00 2.26%
18 Pub Sv Enterprise Grp. 48.7% $29,657 $14,443 45.5% $36,900 $16,790 3.1% $85.0 $70.0 $77.5 2.296 504.00 500.00 -0.16%
19 Sempra Energy 53.3% $47,069 $25,088 52.5% $59,800 $31,395 4.6% $225.0 $165.0 $195.0 1.900 316.92 305.00 -0.76%
20 Southern Company 35.6% $78,285 $27,869 37.0% $93,500 $34,595 4.4% $100.0 $70.0 $85.0 2.636 1060.00 1070.00 0.19%
(a) The Value Line Investment Survey (Jan. 20, Feb. 10 and Mar. 10, 2023).
(b) "b" is the retention ratio, computed as (EPS-DPS)/EPS.
(c) "r" is the rate of return on book equity, computed as EPS/BVPS.
(d) Computed using the formula 2*(1+5-Yr. Change in Equity)/(2+5 Yr. Change in Equity).
(e) Product of average year-end "r" for 2027 and Adjustment Factor.
(f) Product of change in common shares outstanding and M/B Ratio.
(g) Computed as 1 - B/M Ratio.
(h) Product of total capital and equity ratio.
(i) Five-year rate of change.
(j) Average of High and Low expected market prices divided by 2027 BVPS.
Common Shares2022 2027 2027
Exhibit No. 12
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 2
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 13
CAPM Exhibit
Page 1 of 1
ELECTRIC GROUP
(a) (b) (c) (d) (e) (f)
Div Pro . Cost of Risk-Free Risk Unad usted Market Size CAPM
Company Yield Growth Equity Rate Premium Beta Ke Cap Adjustment Result
1 ALLETE 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $3,500 0.93% 11.8%
2 Ameren Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.85 10.4% $22,000 0.45% 10.9%
3 Avista Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $3,200 0.93% 11.8%
4 Black Hills Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.95 11.2% $4,600 0.58% 11.8%
5 CMS Energy Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.80 10.0% $17,400 0.45% 10.5%
6 Dominion Energy 2.1% 9.5% 11.6% 3.8% 7.8% 0.80 10.0% $52,200 -0.26% 9.8%
7 DTE Energy Co. 2.1% 9.5% 11.6% 3.8% 7.8% 0.95 11.2% $22,900 0.45% 11.7%
8 Duke Energy Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.85 10.4% $78,300 -0.26% 10.2%
9 Entergy Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.95 11.2% $23,000 0.45% 11.7%
10 Exelon Corp. 2.1% 9.5% 11.6% 3.8% 7.8% n/a n/a $41,500 -0.26% n/a
11 Hawaiian Elec. 2.1% 9.5% 11.6% 3.8% 7.8% 0.85 10.4% $4,600 0.58% 11.0%
12 IDACORP, Inc. 2.1% 9.5% 11.6% 3.8% 7.8% 0.80 10.0% $5,500 0.58% 10.6%
13 NorthWestern Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $3,400 0.93% 11.8%
14 OGE Energy Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 1.00 11.6% $7,300 0.57% 12.2%
15 Otter Tail Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $3,000 0.93% 11.8%
16 Pinnacle West Capital 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $8,500 0.57% 11.4%
17 Portland General Elec. 2.1% 9.5% 11.6% 3.8% 7.8% 0.85 10.4% $4,400 0.58% 11.0%
18 Pub Sv Enterprise Grp. 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $30,500 0.45% 11.3%
19 Sempra Energy 2.1% 9.5% 11.6% 3.8% 7.8% 0.95 11.2% $49,400 -0.26% 11.0%
20 Southern Company 2.1% 9.5% 11.6% 3.8% 7.8% 0.90 10.8% $71,300 -0.26% 10.6%
Avera e 10.7% 11.2%
(a)Weighted average for dividend-paying stocks in the S&P 500 based on data from www.valueline.com (retrieved Mar. 16, 2023).
(b)
(c) Average yield on 30-year Treasury bonds for six-months ending Mar. 2023 based on data from Moody's Investors Service.
(d) The Value Line Investment Survey, Summary & Index (Mar. 31, 2023).
(e) The Value Line Investment Survey (Jan. 20, Feb. 10 and Mar. 10, 2023).
(f) Kroll, 2023 Supplementary CRSP Decile Size Study Data Exhibits.
Market Return (Rm)
Average of weighted average earnings growth rates from IBES, Value Line, and Zacks for dividend-paying stocks in the S&P 500 based on data from Refinitiv, as
provided by fidelity.com (retrieved Mar. 16, 2023), www.valueline.com (retrieved Mar. 16, 2023), and www.zacks.com (retrieved Mar. 16, 2023). Eliminated
growth rates that were greater than 20%, as well as all negative values.
Exhibit No. 13
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 1
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 14
ECAPM Exhibit
Page 1 of 1
ELECTRIC GROUP
(a) (b) (c) (d) (e) (d) (f) (g)
Div Proj. Cost of Risk-Free Risk Unadjusted Market Size ECAPM
Company Yield Growth Equity Rate Premium Weight RP Beta Weight RP Total RP Ke Cap Adjustment Result
1 ALLETE 2.1% 9.5% 11.6% 3.8% 7.8% 25% 2.0%0.90 75% 5.3% 7.2% 11.0% $3,500 0.93% 11.9%
2 Ameren Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25%2.0% 0.85 75% 5.0% 6.9%10.7% $22,000 0.45% 11.2%
3 Avista Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25%2.0% 0.90 75% 5.3% 7.2%11.0% $3,200 0.93% 11.9%
4 Black Hills Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25% 2.0% 0.95 75% 5.6% 7.5% 11.3% $4,600 0.58% 11.9%
5 CMS Energy Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25% 2.0% 0.80 75% 4.7% 6.6% 10.4% $17,400 0.45% 10.9%
6 Dominion Energy 2.1% 9.5% 11.6% 3.8% 7.8% 25%2.0% 0.80 75% 4.7% 6.6%10.4% $52,200 -0.26% 10.2%
7 DTE Energy Co. 2.1% 9.5% 11.6% 3.8% 7.8%25% 2.0% 0.95 75% 5.6% 7.5% 11.3% $22,900 0.45% 11.8%
8 Duke Energy Corp. 2.1% 9.5% 11.6% 3.8% 7.8%25% 2.0% 0.85 75% 5.0% 6.9%10.7% $78,300 -0.26% 10.5%
9 Entergy Corp. 2.1% 9.5% 11.6% 3.8% 7.8%25% 2.0% 0.95 75% 5.6% 7.5% 11.3% $23,000 0.45% 11.8%
10 Exelon Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25% 2.0% n/a 75% n/a n/a n/a $41,500 -0.26% n/a
11 Hawaiian Elec. 2.1% 9.5% 11.6% 3.8% 7.8% 25%2.0% 0.85 75% 5.0% 6.9%10.7% $4,600 0.58% 11.3%
12 IDACORP, Inc. 2.1% 9.5% 11.6% 3.8% 7.8%25% 2.0% 0.80 75% 4.7% 6.6% 10.4% $5,500 0.58% 11.0%
13 NorthWestern Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25% 2.0% 0.90 75% 5.3% 7.2% 11.0% $3,400 0.93% 11.9%
14 OGE Energy Corp. 2.1% 9.5% 11.6% 3.8% 7.8% 25% 2.0% 1.00 75% 5.9% 7.8% 11.6% $7,300 0.57% 12.2%
15 Otter Tail Corp. 2.1% 9.5% 11.6% 3.8% 7.8%25% 2.0% 0.90 75% 5.3% 7.2% 11.0% $3,000 0.93% 11.9%
16 Pinnacle West Capital 2.1% 9.5% 11.6% 3.8%7.8% 25% 2.0% 0.90 75% 5.3%7.2% 11.0% $8,500 0.57% 11.6%
17 Portland General Elec. 2.1% 9.5% 11.6% 3.8%7.8% 25% 2.0% 0.85 75% 5.0%6.9% 10.7% $4,400 0.58% 11.3%
18 Pub Sv Enterprise Grp. 2.1% 9.5% 11.6% 3.8%7.8% 25% 2.0% 0.90 75% 5.3%7.2% 11.0% $30,500 0.45% 11.5%
19 Sempra Energy 2.1% 9.5% 11.6% 3.8% 7.8% 25%2.0% 0.95 75% 5.6% 7.5%11.3% $49,400 -0.26% 11.0%
20 Southern Company 2.1% 9.5% 11.6% 3.8% 7.8%25% 2.0% 0.90 75% 5.3% 7.2%11.0% $71,300 -0.26% 10.8%
Average 11.0% 11.4%
(a) Weighted average for dividend-paying stocks in the S&P 500 based on data from www.valueline.com (retrieved Mar. 16, 2023).
(b)
(c)Average yield on 30-year Treasury bonds for six-months ending Mar. 2023 based on data from Moody's Investors Service.
(d) Roger A. Morin, New Regulatory Finance , Pub. Util. Reports, Inc. (2006) at 190.
(e) The Value Line Investment Survey, Summary & Index (Mar. 31, 2023).
(f) The Value Line Investment Survey (Jan. 20, Feb. 10 and Mar. 10, 2023).
(g)Kroll, 2023 Supplementary CRSP Decile Size Study Data Exhibits.
Market Return (Rm)
Unadjusted RP Beta Adjusted RP
Average of weighted average earnings growth rates from IBES, Value Line, and Zacks for dividend-paying stocks in the S&P 500 based on data from Refinitiv, as provided by fidelity.com (retrieved Mar.
16, 2023), www.valueline.com (retrieved Mar. 16, 2023), and www.zacks.com (retrieved Mar. 16, 2023). Eliminated growth rates that were greater than 20%, as well as all negative values.
Exhibit No. 14
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 1
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 15
UTILITY RISK PREMIUM Exhibit
Page 1 of 3
COST OF EQUITY ESTIMATE
Current Equity Risk Premium
(a) Avg. Yield over Study Period 7.83%
(b) Average Utility Bond Yiel 5.49%
Change in Bond Yiel -2.34%
(c) Risk Premium/Interest Rate Relationship -0.4273
Adjustment to Average Risk Premium 1.00%
(a) Average Risk Premium over Study Period 3.89%
Adjusted Risk Premium 4.89%
Implied Cost of Equity
(b) Baa Utility Bond Yiel 5.75%
Adjusted Equity Risk Premium 4.89%
Risk Premium Cost of Equity 10.64%
(a)Exhibit , page 2.
(b)
(c)Exhibit , page 3.
Average bond yield on all utility bonds and 'Baa' subset for six-months ending Mar. 2023 based
on data from Moody's Investors Service at www.credittrends.com.
Exhibit No. 15
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 3
UTILITY RISK PREMIUM Exhibit
Page 2 of 3
AUTHORIZED RETURNS
(a) (b) (a) (b)
Allowed Avera e Utilit Risk Allowed Avera e Utilit Risk
Year ROE Bond Yield Premium Year ROE Bond Yield Premium
1974 13.10% 9.27% 3.83%1999 10.72% 7.55% 3.17%
1975 13.20% 9.88% 3.32%2000 11.58% 8.09% 3.49%
1976 13.10% 9.17% 3.93%2001 11.07% 7.72% 3.35%
1977 13.30% 8.58% 4.72%2002 11.21% 7.53% 3.68%
1978 13.20% 9.22% 3.98%2003 10.96% 6.61% 4.35%
1979 13.50% 10.39% 3.11%2004 10.81% 6.20% 4.61%
1980 14.23% 13.15% 1.08%2005 10.51% 5.67% 4.84%
1981 15.22% 15.62% -0.40%2006 10.34% 6.08% 4.26%
1982 15.78% 15.33% 0.45%2007 10.32% 6.11% 4.21%
1983 15.36% 13.31% 2.05%2008 10.37% 6.65% 3.72%
1984 15.32% 14.03% 1.29%2009 10.52% 6.28% 4.24%
1985 15.20% 12.29% 2.91%2010 10.29% 5.56% 4.73%
1986 13.93% 9.46% 4.47%2011 10.19% 5.13% 5.06%
1987 12.99% 9.98% 3.01%2012 10.02% 4.26% 5.76%
1988 12.79% 10.45% 2.34%2013 9.82% 4.55% 5.27%
1989 12.97% 9.66% 3.31%2014 9.76% 4.41% 5.35%
1990 12.70% 9.76% 2.94%2015 9.60% 4.37% 5.23%
1991 12.54% 9.21% 3.33%2016 9.60% 4.11% 5.49%
1992 12.09% 8.57% 3.52%2017 9.68% 4.07% 5.61%
1993 11.46% 7.56% 3.90%2018 9.56% 4.34% 5.22%
1994 11.21% 8.30% 2.91%2019 9.65% 3.86% 5.79%
1995 11.58% 7.91% 3.67%2020 9.39% 3.07% 6.32%
1996 11.40% 7.74% 3.66%2021 9.39% 3.14% 6.25%
1997 11.33% 7.63% 3.70% 2022 9.52%4.75%4.77%
1998 11.77% 7.00% 4.77%Avera e 11.72% 7.83% 3.89%
(a)
(b) Moody's Investors Service.
S&P Global Market Intelligence, Major Rate Case Decisions, RRA Regulatory Focus; UtilityScope Regulatory Service , Argus. Data for "general" rate cases
(excluding limited-issue rider cases) beginning in 2006 (the first year such data presented by RRA).Exhibit No. 15
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 3
UTILITY RISK PREMIUM Exhibit
Page 3 of 3
REGRESSION RESULTS
SUMMARY OUTPUT
Regression Statistics
Multiple R 0.941588
R Square 0.886588
Adjusted R Square 0.884175
Standard Error 0.004801
Observations 49
ANOVA
df SS MS F Significance F
Regression 1 0.008469 0.008469 367.418596 0.000000
Residual 47 0.001083 0.000023
Total 48 0.009552
Coefficients Standard Error t Stat P-value Lower 95% Upper 95% Lower 95.0% Upper 95.0%
Intercept 0.072337 0.001875 38.582107 0.000000 0.068565 0.076109 0.068565 0.076109
X Variable 1 -0.427257 0.022290 -19.168166 0.000000 -0.472099 -0.382416 -0.472099 -0.382416
-1%
0%
1%
2%
3%
4%
5%
6%
7%
3% 4% 5% 6% 7% 8% 9% 10% 11% 12% 13% 14% 15% 16%
Eq
u
i
t
y
R
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Average Utility Interest Rates
Authorized Equity Risk Premiums vs. Utility Interest Rates
(1974-2022)
Exhibit No. 15
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 3 of 3
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 16
EXPECTED EARNINGS APPROACH Exhibit
Page 1 of 1
ELECTRIC GROUP
(a) (b) (c)
Expected Return Adjustment Adjusted Return
Company on Common Equity Factor on Common Equity
1 ALLETE 9.0% 1.0246 9.2%
2 Ameren Corp. 10.0% 1.0296 10.3%
3 Avista Corp. 8.0% 1.0305 8.2%
4 Black Hills Corp. 9.5% 1.0297 9.8%
5 CMS Energy Corp. 14.0% 1.0105 14.1%
6 Dominion Energ 12.0% 1.0392 12.5%
7 DTE Energy Co. 12.5% 1.0192 12.7%
8 Duke Energy Corp. 9.0% 1.0133 9.1%
9 Entergy Corp. 9.0% 1.0289 9.3%
10 Exelon Corp. 10.0% 0.9820 9.8%
11 Hawaiian Elec. 12.5% 1.0209 12.8%
12 IDACORP, Inc. 9.5% 1.0238 9.7%
13 NorthWestern Corp. 8.0% 1.0277 8.2%
14 OGE Energy Corp. 13.0% 1.0091 13.1%
15 Otter Tail Corp. 11.5% 1.0195 11.7%
16 Pinnacle West Capital 9.0% 1.0172 9.2%
17 Portland General Elec. 9.5% 1.0316 9.8%
18 Pub Sv Enterprise Grp. 13.5% 1.0151 13.7%
19 Sempra Energ 11.0% 1.0224 11.2%
20 Southern Compan 14.5% 1.0216 14.8%
Average (d) 10.8% 11.0%
DThe Value Line Investment Survey (Jan. 20, Feb. 10 and Mar. 10, 2023).
EAdjustment to convert year-end return to an average rate of return from Exhibit .
F(a) x (b).
GExcludes highlighted values.
Exhibit No. 16
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 1
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 17
FLOTATION COST STUDY Exhibit
Page 1 of 1
VALUE LINE UTILITIES
(1) (2) (3) (4) (5) (6) (7) (8) (9)
Underwriting Total Gross Proceeds Flotation
Shares Offering Discount Underwriting Offering Flotation Before Flot. Cost
No. Sym Company Date Issued Price (per share) Discount Expense Costs Costs (%)
1 ALE ALLETE 4/1/2022 3,200,000 $63.00 $2.20500 $7,056,000 $700,000 $7,756,000 $201,600,000 3.847%
2 LNT Alliant Energy 11/14/2019 3,717,502 $52.63 $0.39500 $1,468,413 $500,000 $1,968,413 $195,652,130 1.006%
3 AEE Ameren Corp. 8/5/2019 7,549,205 $74.30 $0.12000 $905,905 $750,000 $1,655,905 $560,905,932 0.295%
4 AEP American Elec Pwr 4/2/2009 69,000,000 $24.50 $0.73500 $50,715,000 $400,000 $51,115,000 $1,690,500,000 3.024%
5 AGR Avangrid, Inc.
6 AVA Avista Corp. 12/13/2006 3,162,500 $25.05 $0.48000 $1,518,000 $300,000 $1,818,000 $79,220,625 2.295%
7 BKH Black Hills Corp. 2/25/2020 1,222,942 $81.77 $0.73590 $899,963 $230,000 $1,129,963 $99,999,967 1.130%
8 CNP CenterPoint Energy 9/27/2018 60,550,459 $27.25 $0.75000 $45,412,844 $1,000,000 $46,412,844 $1,650,000,008 2.813%
9 CMS CMS Energy Corp. 3/31/2005 23,000,000 $12.25 $0.42880 $9,862,400 $325,000 $10,187,400 $281,750,000 3.616%
10 ED Consolidated Edison (a) 6/17/2021 10,100,000 $76.92 $0.83000 $8,383,000 $450,000 $8,833,000 $776,892,000 1.137%
11 D Dominion Energy (a) 3/29/2018 20,000,000 $67.33 $1.89420 $37,884,000 $450,000 $38,334,000 $1,346,516,000 2.847%
12 DTE DTE Energy Co. 10/29/2019 2,400,000 $126.00 $3.15000 $7,560,000 $300,000 $7,860,000 $302,400,000 2.599%
13 DUK Duke Energy Corp. (a) 11/18/2019 25,000,000 $85.99 $2.66000 $66,500,000 $592,000 $67,092,000 $2,149,750,000 3.121%
14 EIX Edison International 5/13/2020 14,181,882 $56.41 $0.98718 $14,000,000 $1,000,000 $15,000,000 $799,999,964 1.875%
15 ETR Entergy Corp. 6/8/2018 13,289,037 $75.25 $0.80000 $10,631,230 $650,000 $11,281,230 $1,000,000,034 1.128%
16 EVRG Evergy Inc.
17 ES Eversource Energy 6/12/2020 6,000,000 $84.91 $1.35000 $8,100,000 $600,000 $8,700,000 $509,460,000 1.708%
18 EXC Exelon Corp. (a) 8/8/2022 11,300,000 $43.32 $0.99000 $11,187,000 $900,000 $12,087,000 $489,516,000 2.469%
19 FE FirstEnergy Corp. 9/15/2003 32,200,000 $30.00 $0.97500 $31,395,000 $423,000 $31,818,000 $966,000,000 3.294%
20 HE Hawaiian Elec. 3/20/2013 7,000,000 $26.75 $1.00312 $7,021,840 $450,000 $7,471,840 $187,250,000 3.990%
21 IDA IDACORP, Inc. 12/10/2004 4,025,000 $30.00 $1.20000 $4,830,000 $300,000 $5,130,000 $120,750,000 4.248%
22 NEE NextEra Energy, Inc. (a) 11/3/2016 13,800,000 $124.00 $1.89000 $26,082,000 $750,000 $26,832,000 $1,711,200,000 1.568%
23 NWE NorthWestern Corp. 11/18/2021 6,074,767 $53.50 $1.60500 $9,750,001 $900,000 $10,650,001 $325,000,035 3.277%
24 OGE OGE Energy Corp. 8/22/2003 5,324,074 $21.60 $0.79000 $4,206,018 $325,000 $4,531,018 $114,999,998 3.940%
25 OTTR Otter Tail Corp.
26 PNW Pinnacle West Capital 4/9/2010 6,900,000 $38.00 $1.33000 $9,177,000 $190,000 $9,367,000 $262,200,000 3.572%
27 PNM PNM Resources 1/7/2020 5,375,000 $47.21 $1.99000 $10,696,250 $750,000 $11,446,250 $253,753,750 4.511%
28 POR Portland General Elec. 10/27/2022 10,100,000 $43.00 $1.23625 $12,486,125 $515,000 $13,001,125 $434,300,000 2.994%
29 PPL PPL Corp. 5/10/2018 55,000,000 $27.00 $0.29430 $16,186,500 $1,000,000 $17,186,500 $1,485,000,000 1.157%
30 PEG Pub Sv Enterprise Grp. 10/2/2003 9,487,500 $41.75 $1.25250 $11,883,094 $350,000 $12,233,094 $396,103,125 3.088%
31 SRE Sempra Energy 1/5/2018 26,869,158 $107.00 $1.92600 $51,749,998 $1,500,000 $53,249,998 $2,874,999,906 1.852%
32 SO Southern Company (a) 8/18/2016 32,500,000 $49.30 $1.66000 $53,950,000 $557,000 $54,507,000 $1,602,250,000 3.402%
33 WEC WEC Energy Group
34 XEL Xcel Energy Inc. (a) 10/30/2019 10,300,000 $62.69 $0.63000 $6,489,000 $650,000 $7,139,000 $645,707,000 1.106%
Average - Electric 2.564%
1 ATO Atmos Energy Corp. 11/30/2018 7,008,087 $92.75 $0.97690 $6,846,200 $1,000,000 $7,846,200 $650,000,069 1.207%
2 CPK Chesapeake Utilities 9/23/2016 960,488 $62.26 $2.33000 $2,237,937 $162,046 $2,399,983 $59,799,983 4.013%
3 NJR New Jersey Resources 12/4/2019 5,700,000 $41.25 $1.23750 $7,053,750 $500,000 $7,553,750 $235,125,000 3.213%
4 NI NiSource Inc. 5/3/2017 N/A N/A N/A $10,000,000 $57,950 $10,057,950 $500,000,000 2.012%
5 NWN Northwest Nat. Holding Co. 3/30/2022 2,500,000 $50.00 $1.62500 $4,062,500 $450,000 $4,512,500 $125,000,000 3.610%
6 OGS ONE Gas, Inc.
7 SWX Southwest Gas 3/9/2023 3,576,180 $60.12 $2.02910 $7,256,427 $538,000 $7,794,427 $214,999,942 3.625%
8 SR Spire Inc. 5/9/2018 2,000,000 $63.05 $2.10938 $4,218,760 $325,000 $4,543,760 $126,100,000 3.603%
Average - Gas 3.040%
Average - Electric & Gas 2.654%
Column Notes:
(1-4) SEC Form 424B for each company (through April 10, 2023).
(5) Column (2) * Column (4)
(6) SEC Form 424B for each company (through April 10, 2023).
(7) Column (5) + Column (6)
(8) Column (2) * Column (3)
(9) Column (7) / Column (8)
Note (a): Underwriting discount computed as the difference between the current market price and the price offered to the issuing company by the underwriters.
N/A
N/A
N/A
N/A
N/A
Exhibit No. 17
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 1
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
IDAHO POWER COMPANY
MCKENZIE, DI
TESTIMONY
EXHIBIT NO. 18
DCF MODEL - NON-UTILITY GROUP Exhibit
Page 1 of 3
DIVIDEND YIELD
(a)(b)
Com an Industr Grou Price Dividends Yield
1 3M Company Diversified Co. $106.36 6.00$ 5.6%
2 Abbott Labs. Med Supp Non-Invasive $100.29 2.04$ 2.0%
3 Air Products & Chem. Chemical (Diversified) $281.14 7.00$ 2.5%
4 Allstate Corp. Insurance (Prop/Cas.) $120.44 3.56$ 3.0%
5 Amdocs Ltd. IT Services $92.79 1.74$ 1.9%
6 Amgen Biotechnology $234.21 8.52$ 3.6%
7 Archer Daniels Midl'd Food Processing $79.03 1.80$ 2.3%
8 Becton, Dickinson Med Supp Invasive $237.50 3.68$ 1.5%
9 Bristol-Myers Squibb Drug $68.51 2.31$ 3.4%
10 Brown & Brown Financial Svcs. (Div.) $55.82 0.46$ 0.8%
11 Brown-Forman 'B' Beverage $63.90 0.82$ 1.3%
12 Church & Dwight Household Products $84.48 1.09$ 1.3%
13 Cisco Systems Telecom. Equipment $49.51 1.56$ 3.2%
14 Coca-Cola Beverage $60.07 1.84$ 3.1%
15 Colgate-Palmolive Household Products $72.99 1.92$ 2.6%
16 Comcast Corp. Cable TV $36.81 1.16$ 3.2%
17 Costco Wholesale Retail Store $488.50 3.75$ 0.8%
18 Danaher Corp. Diversified Co. $247.94 1.08$ 0.4%
19 Gen'l Mills Food Processing $80.16 2.17$ 2.7%
20 Gilead Sciences Drug $80.65 3.00$ 3.7%
21 Hershey Co. Food Processing $241.73 4.27$ 1.8%
22 Home Depot Retail Building Supply $292.87 8.36$ 2.9%
23 Hormel Foods Food Processing $41.24 1.10$ 2.7%
24 Intercontinental Exch. Brokers & Exchanges $100.99 1.68$ 1.7%
25 Johnson & Johnson Med Supp Non-Invasive $154.32 4.52$ 2.9%
26 Kimberly-Clark Household Products $126.71 4.72$ 3.7%
27 Lilly (Eli) Drug $325.23 4.52$ 1.4%
28 Lockheed Martin Aerospace/Defense $475.63 12.20$ 2.6%
29 Marsh & McLennan Financial Svcs. (Div.) $161.25 2.48$ 1.5%
30 McCormick & Co. Food Processing $73.91 1.56$ 2.1%
31 McDonald's Corp. Restaurant $267.83 6.20$ 2.3%
32 McKesson Corp. Med Supp Non-Invasive $348.20 2.28$ 0.7%
33 Merck & Co. Drug $107.28 2.92$ 2.7%
34 Microsoft Corp. Computer Software $262.00 2.73$ 1.0%
35 Mondelez Int'l Food Processing $66.46 1.54$ 2.3%
36 NewMarket Corp. Chemical (Specialty) $347.55 8.40$ 2.4%
37 Northrop Grumman Aerospace/Defense $461.03 6.92$ 1.5%
38 Oracle Corp. Computer Software $87.33 1.60$ 1.8%
39 PepsiCo, Inc. Beverage $175.49 4.60$ 2.6%
40 Pfizer, Inc. Drug $40.85 1.64$ 4.0%
41 Procter & Gamble Household Products $140.96 3.65$ 2.6%
42 Progressive Corp. Insurance (Prop/Cas.) $141.53 0.40$ 0.3%
43 Republic Services Environmental $129.80 1.98$ 1.5%
44 Sherwin-Williams Retail Building Supply $219.55 2.42$ 1.1%
45 Smucker (J.M.) Food Processing $150.87 4.14$ 2.7%
46 Texas Instruments Semiconductor $174.94 4.96$ 2.8%
47 Thermo Fisher Sci. Precision Instrument $551.89 1.40$ 0.3%
48 Travelers Cos. Insurance (Prop/Cas.) $176.47 3.72$ 2.1%
49 Verizon Communic. Telecom. Services $38.05 2.64$ 6.9%
50 Walmart Inc. Retail Store $141.28 2.32$ 1.6%
51 Waste Management Environmental $152.25 2.80$ 1.8%
Avera e 2.3%
(a)Average of closing prices for 30 trading days ended Mar. 29, 2023.
(b)The Value Line Investment Survey, Summary & Index (Mar. 31, 2023).
Exhibit No. 18
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 1 of 3
DCF MODEL - NON-UTILITY GROUP Exhibit
Page 2 of 3
GROWTH RATES
(a)(b)(c)
Com an V Line IBES Zacks
1 3M Company 7.50% 0.09% 9.50%
2 Abbott Labs. 6.50% 8.30% 5.09%
3 Air Products & Chem. 11.50% 8.79% 11.68%
4 Allstate Corp. 3.50% -2.19% 7.00%
5 Amdocs Ltd. 7.50% 11.07% 11.00%
6 Amgen 4.50% 4.12% 7.00%
7 Archer Daniels Midl'd 13.00% -2.80% 6.39%
8 Becton, Dickinson 5.00% 6.30% 7.77%
9 Bristol-Myers Squibb n/a 4.06% 5.70%
10 Brown & Brown 8.00% 13.22% n/a
11 Brown-Forman 'B' 14.50% 8.85% n/a
12 Church & Dwight 6.00% 7.81% 7.64%
13 Cisco Systems 8.50% 7.32% 6.50%
14 Coca-Cola 8.00% 6.06% 6.66%
15 Colgate-Palmolive 6.00% 6.02% 6.21%
16 Comcast Corp. 8.50% 6.40% 12.64%
17 Costco Wholesale 10.50% 9.90% 9.24%
18 Danaher Corp. 16.00% 3.31% 12.00%
19 Gen'l Mills 4.50% 7.04% 7.50%
20 Gilead Sciences 12.00% 2.52% 12.26%
21 Hershey Co. 9.00% 9.64% 7.67%
22 Home Depot 9.00% 2.22% 11.22%
23 Hormel Foods 7.50% 3.30% 5.83%
24 Intercontinental Exch. 7.00% 5.86% 5.40%
25 Johnson & Johnson 8.00% 3.94% 5.53%
26 Kimberly-Clark 7.00% 9.61% 9.86%
27 Lilly (Eli) 11.50% 22.87% 20.62%
28 Lockheed Martin 7.00% 9.55% 6.86%
29 Marsh & McLennan 10.50% 9.08% 8.46%
30 McCormick & Co. 4.50% 3.51% 6.92%
31 McDonald's Corp. 9.00% 7.75% 8.07%
32 McKesson Corp. 10.00% 11.87% 10.36%
33 Merck & Co. 8.50% 10.47% 8.01%
34 Microsoft Corp. 15.00% 11.90% 11.66%
35 Mondelez Int'l 7.50% 6.45% 7.14%
36 NewMarket Corp. 1.00% 7.70% n/a
37 Northrop Grumman 9.50% 3.00% 3.45%
38 Oracle Corp. 10.00% 9.06% 8.00%
39 PepsiCo, Inc. 6.50% 7.55% 7.63%
40 Pfizer, Inc. 2.00% -8.00% 9.00%
41 Procter & Gamble 5.50% 5.07% 6.14%
42 Progressive Corp. 6.50% 28.64% 23.89%
43 Republic Services 12.50% 8.97% 9.11%
44 Sherwin-Williams 7.00% 9.07% 10.30%
45 Smucker (J.M.) 4.00% 3.79% 4.00%
46 Texas Instruments 4.50% 10.00% 9.33%
47 Thermo Fisher Sci. 11.00% 7.77% 12.50%
48 Travelers Cos. 7.50% 8.83% 10.71%
49 Verizon Communic. 2.50% 0.13% 4.15%
50 Walmart Inc. 7.50% 5.09% 5.50%
51 Waste Management 6.50% 8.75% 10.88%
(a)TheValue Line Investment Survey (various editions as of Mar. 31, 2023).
(b)www.finance.yahoo.com (retrieved Mar. 30, 2023).
(c)www.zacks.com (retrieved Mar. 30, 2023).
Earnings Growth
Exhibit No. 18
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 2 of 3
DCF MODEL - NON-UTILITY GROUP Exhibit
Page 3 of 3
DCF COST OF EQUITY ESTIMATES
(a) (b) (c)
Com an V Line IBES Zacks
1 3M Company 13.1% 5.7% 15.1%
2 Abbott Labs. 8.5% 10.3% 7.1%
3 Air Products & Chem. 14.0% 11.3% 14.2%
4 Allstate Corp. 6.5% 0.8% 10.0%
5 Amdocs Ltd. 9.4% 12.9% 12.9%
6 Amgen 8.1% 7.8% 10.6%
7 Archer Daniels Midl'd 15.3% -0.5% 8.7%
8 Becton, Dickinson 6.5% 7.8% 9.3%
9 Bristol-Myers Squibb n/a 7.4% 9.1%
10 Brown & Brown 8.8% 14.0% n/a
11 Brown-Forman 'B' 15.8% 10.1% n/a
12 Church & Dwight 7.3% 9.1% 8.9%
13 Cisco Systems 11.7% 10.5% 9.7%
14 Coca-Cola 11.1% 9.1% 9.7%
15 Colgate-Palmolive 8.6% 8.7% 8.8%
16 Comcast Corp. 11.7% 9.6% 15.8%
17 Costco Wholesale 11.3% 10.7% 10.0%
18 Danaher Corp. 16.4% 3.7% 12.4%
19 Gen'l Mills 7.2% 9.7% 10.2%
20 Gilead Sciences 15.7% 6.2% 16.0%
21 Hershey Co. 10.8% 11.4% 9.4%
22 Home Depot 11.9% 5.1% 14.1%
23 Hormel Foods 10.2% 6.0% 8.5%
24 Intercontinental Exch. 8.7% 7.5% 7.1%
25 Johnson & Johnson 10.9% 6.9% 8.5%
26 Kimberly-Clark 10.7% 13.3% 13.6%
27 Lilly (Eli) 12.9% 24.3% 22.0%
28 Lockheed Martin 9.6% 12.1% 9.4%
29 Marsh & McLennan 12.0% 10.6% 10.0%
30 McCormick & Co. 6.6% 5.6% 9.0%
31 McDonald's Corp. 11.3% 10.1% 10.4%
32 McKesson Corp. 10.7% 12.5% 11.0%
33 Merck & Co. 11.2% 13.2% 10.7%
34 Microsoft Corp. 16.0% 12.9% 12.7%
35 Mondelez Int'l 9.8% 8.8% 9.5%
36 NewMarket Corp. 3.4% 10.1% n/a
37 Northrop Grumman 11.0% 4.5% 5.0%
38 Oracle Corp. 11.8% 10.9% 9.8%
39 PepsiCo, Inc. 9.1% 10.2% 10.3%
40 Pfizer, Inc. 6.0% -4.0% 13.0%
41 Procter & Gamble 8.1% 7.7% 8.7%
42 Progressive Corp. 6.8% 28.9% 24.2%
43 Republic Services 14.0% 10.5% 10.6%
44 Sherwin-Williams 8.1% 10.2% 11.4%
45 Smucker (J.M.) 6.7% 6.5% 6.7%
46 Texas Instruments 7.3% 12.8% 12.2%
47 Thermo Fisher Sci. 11.3% 8.0% 12.8%
48 Travelers Cos. 9.6% 10.9% 12.8%
49 Verizon Communic. 9.4% 7.1% 11.1%
50 Walmart Inc. 9.1% 6.7% 7.1%
51 Waste Management 8.3% 10.6% 12.7%
Avera e (b) 10.9% 10.4% 10.9%
(a)Sum of dividend yield (p. 1) and respective growth rate (p. 2).
(b)Excludes highlighted figures.
Earnings Growth
Exhibit No. 18
Case No. IPC-E-23-11
A. McKenzie, IPC
Page 3 of 3