EXC:NYE-Exelon Corporation (USD)

EQUITY | Utilities - Regulated Electric | New York Stock Exchange

Last Closing

USD 37.32

Change

-0.34 (-0.90)%

Market Cap

USD 29.67B

Volume

5.44M

Analyst Target

USD 46.63
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Exelon Corp is a utility services holding company engaged, through Generation, in the energy generation business, and through ComEd, PECO and BGE, in the energy delivery businesses.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-26 )

Largest Industry Peers for Utilities - Regulated Electric

Symbol Name Price(Change) Market Cap
AEP American Electric Power Co Inc

+0.71 (+0.79%)

USD 47.75B
XEL Xcel Energy Inc

-0.09 (-0.16%)

USD 29.72B
LNT Alliant Energy Corp

+0.08 (+0.16%)

USD 12.52B
EVRG Evergy Inc. Common Stock

+0.12 (+0.22%)

USD 11.88B
MGEE MGE Energy Inc

+0.37 (+0.46%)

USD 2.81B
VIA Via Renewables Inc

+0.02 (+0.18%)

USD 0.08B
VIASP Via Renewables Inc

-0.38 (-1.74%)

N/A

ETFs Containing EXC

WELD:XETRA Amundi S&P Global Utiliti.. 4.67 % 0.00 %

+0.12 (+0%)

USD 0.06B
WELQ:XETRA Amundi S&P Global Utiliti.. 4.67 % 0.00 %

+0.10 (+0%)

USD 0.06B
SDP ProShares UltraShort Util.. 4.51 % 0.95 %

-0.19 (0%)

USD 0.86M
BKGI 4.00 % 0.00 %

N/A

N/A
SXLU:SW SPDR S&P U.S. Utilities S.. 3.91 % 0.00 %

+0.40 (+0%)

N/A
OCEN IndexIQ ETF Trust - IQ Cl.. 2.96 % 0.00 %

+0.10 (+0%)

USD 4.84M
UTSL Direxion Daily Utilities .. 2.78 % 0.96 %

+0.83 (+0%)

USD 0.04B
LVHD Legg Mason Low Volatility.. 2.68 % 0.27 %

N/A

USD 0.60B
VVLU:AU Vanguard Global Value Equ.. 0.38 % 0.00 %

+0.17 (+0%)

USD 0.51B
FHU:CA First Trust AlphaDEX U.S... 0.00 % 0.78 %

N/A

CAD 3.53M
FUTY Fidelity® MSCI Utilities.. 0.00 % 0.08 %

+0.46 (+0%)

USD 1.13B
IDU iShares U.S. Utilities ET.. 0.00 % 0.43 %

+0.76 (+0%)

USD 0.87B
JHMU John Hancock Multifactor .. 0.00 % 0.46 %

+0.03 (+0%)

USD 0.02B
NUAG NuShares Enhanced Yield U.. 0.00 % 0.20 %

-0.04 (0%)

USD 0.03B
NREA:CA NBI Global Real Assets In.. 0.00 % 0.00 %

+0.11 (+0%)

CAD 0.06B
SYV 0.00 % 0.60 %

N/A

N/A
UPW ProShares Ultra Utilities 0.00 % 0.95 %

+1.31 (+0%)

USD 0.01B
VPU Vanguard Utilities Index .. 0.00 % 0.10 %

+1.35 (+0%)

USD 5.13B
XLU Utilities Select Sector S.. 0.00 % 0.13 %

+0.73 (+0%)

USD 12.36B
ZGI:CA BMO Global Infrastructure.. 0.00 % 0.60 %

+0.30 (+0%)

CAD 0.60B
NUSA Nuveen Enhanced Yield 1-5.. 0.00 % 0.20 %

-0.02 (0%)

USD 0.02B
IUSU:LSE iShares V Public Limited .. 0.00 % 0.00 %

+10.25 (+0%)

USD 0.25B
IUUS:LSE iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.10 (+0%)

USD 0.25B
SXLU:LSE SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.53 (+0%)

USD 0.03B
VVAL:LSE 0.00 % 0.00 %

N/A

N/A
ZPDU:F SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.57 (+0%)

USD 0.03B
2B7A:XETRA iShares S&P 500 Utilities.. 0.00 % 0.00 %

+0.12 (+0%)

USD 0.24B
IUSU:XETRA iShares $ Treasury Bond 1.. 0.00 % 0.00 %

+0.30 (+0%)

USD 4.09B
VGVL:XETRA 0.00 % 0.00 %

N/A

N/A
ZPDU:XETRA SPDR S&P U.S. Utilities S.. 0.00 % 0.00 %

+0.59 (+0%)

USD 0.03B
FLYT 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Regulated Electric) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.96% 63% D 68% D+
Dividend Return 1.06% 57% F 59% D-
Total Return 5.01% 63% D 69% C-
Trailing 12 Months  
Capital Gain -12.06% 38% F 39% F
Dividend Return 4.29% 86% B+ 64% D
Total Return -7.78% 38% F 41% F
Trailing 5 Years  
Capital Gain -26.06% 29% F 39% F
Dividend Return 15.21% 43% F 67% D+
Total Return -10.84% 29% F 42% F
Average Annual (5 Year Horizon)  
Capital Gain -2.54% 50% F 39% F
Dividend Return 0.92% 50% F 44% F
Total Return 3.46% 75% C 72% C
Risk Return Profile  
Volatility (Standard Deviation) 18.99% 25% F 77% C+
Risk Adjusted Return 4.85% 38% F 45% F
Market Capitalization 29.67B 86% B+ 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Regulated Electric) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 24.40 88% 54%
Price/Book Ratio 1.45 71% 58%
Price / Cash Flow Ratio 7.94 57% 31%
Price/Free Cash Flow Ratio 10.19 86% 26%
Management Effectiveness  
Return on Equity 9.22% 38% 74%
Return on Invested Capital 5.42% 25% 70%
Return on Assets 2.56% 25% 77%
Debt to Equity Ratio 155.63% 13% 15%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector