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Upturn AI SWOT - About
AQN 
Algonquin Power & Utilities Corp (AQN)
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Upturn Advisory Summary
02/28/2025: AQN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -9.49% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.91B USD | Price to earnings Ratio 72.86 | 1Y Target Price 5.28 |
Price to earnings Ratio 72.86 | 1Y Target Price 5.28 | ||
Volume (30-day avg) 9549000 | Beta 0.63 | 52 Weeks Range 4.14 - 6.41 | Updated Date 04/4/2025 |
52 Weeks Range 4.14 - 6.41 | Updated Date 04/4/2025 | ||
Dividends yield (FY) 5.10% | Basic EPS (TTM) 0.07 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-06 | When Before Market | Estimate 0.0867 | Actual 0.06 |
Profitability
Profit Margin -59.52% | Operating Margin (TTM) 17.42% |
Management Effectiveness
Return on Assets (TTM) 1.54% | Return on Equity (TTM) -0.15% |
Valuation
Trailing PE 72.86 | Forward PE 17.57 | Enterprise Value 10703353001 | Price to Sales(TTM) 1.69 |
Enterprise Value 10703353001 | Price to Sales(TTM) 1.69 | ||
Enterprise Value to Revenue 4.61 | Enterprise Value to EBITDA 10.26 | Shares Outstanding 767452032 | Shares Floating 700001042 |
Shares Outstanding 767452032 | Shares Floating 700001042 | ||
Percent Insiders 0.03 | Percent Institutions 65.11 |
Analyst Ratings
Rating 3.17 | Target Price 5.39 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 10 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Algonquin Power & Utilities Corp
Company Overview
History and Background
Algonquin Power & Utilities Corp. was founded in 1988. Initially focused on small hydroelectric facilities in Canada, it has grown through acquisitions and organic development into a diversified North American utility company with investments in renewable energy, natural gas, water, and wastewater utilities.
Core Business Areas
- Regulated Services: This segment consists of rate-regulated utilities providing electricity, natural gas, water, and wastewater services to residential, commercial, and industrial customers.
- Renewable Energy: This segment includes the development, ownership, and operation of renewable energy facilities, such as hydroelectric, wind, solar, and thermal energy plants.
Leadership and Structure
The leadership team includes the Chief Executive Officer, Chief Financial Officer, and various Vice Presidents overseeing different business units. The organizational structure is hierarchical, with distinct divisions for regulated utilities and renewable energy.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Distribution of electricity to residential, commercial, and industrial customers. Market share varies by region, generally holding strong positions in regulated markets where they operate. Competitors include other regulated utilities such as Emera (EMRAF) and Fortis (FTS).
- Natural Gas Distribution: Distribution of natural gas to customers. Operates primarily in regulated markets. Competitors include companies like Atmos Energy (ATO) and National Fuel Gas Company (NFG).
- Renewable Energy Generation: Generation of electricity from renewable sources like wind, solar, and hydro. They are a sizable player in the renewable energy space. Competitors are NextEra Energy Resources (NEE), Brookfield Renewable Partners (BEP).
- Water and Wastewater Services: Providing water and wastewater services to customers. Operates in regulated markets. Competitors include American Water Works (AWK) and Essential Utilities (WTRG).
Market Dynamics
Industry Overview
The utility industry is undergoing a transition toward renewable energy sources and increased regulation. Demand for reliable and sustainable energy and water services is growing.
Positioning
Algonquin is positioned as a diversified utility company with a focus on renewable energy. Its competitive advantages include its diversified portfolio, regulated asset base, and experience in developing and operating renewable energy projects.
Total Addressable Market (TAM)
The TAM for utilities (electricity, gas, and water) in North America is estimated to be in the hundreds of billions of dollars. Algonquin is positioned to capture a share of this market through organic growth, acquisitions, and renewable energy development.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of regulated utilities and renewable energy assets
- Stable cash flows from regulated operations
- Experience in developing and operating renewable energy projects
- Geographic diversification across North America
- Commitment to sustainability
Weaknesses
- Exposure to regulatory risk
- Dependence on acquisitions for growth
- High debt levels
- Sensitivity to interest rate changes
- Complex capital structure
Opportunities
- Increasing demand for renewable energy
- Government incentives for renewable energy development
- Acquisition opportunities in the utility sector
- Expansion into new geographic markets
- Infrastructure upgrades and modernization
Threats
- Changes in government regulations
- Increased competition from other utility companies and renewable energy developers
- Rising interest rates
- Economic downturns
- Environmental risks
Competitors and Market Share
Key Competitors
- NEE
- BEP
- AWK
- ATO
- FTS
Competitive Landscape
Algonquin faces competition from larger, more established utility companies and renewable energy developers. Its diversified portfolio provides some competitive advantages, but its high debt levels remain a concern. They are smaller than many of the major players and need to strategically navigate in the space.
Major Acquisitions
Kentucky Power and Ohio Power
- Year: 2024
- Acquisition Price (USD millions): 2846
- Strategic Rationale: Acquisition of Kentucky Power and Ohio Power from American Electric Power. Expands regulated utility footprint in the US.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and renewable energy development.
Future Projections: Analysts project modest revenue growth. Earnings growth is expected to improve as the company focuses on operational efficiency and deleveraging.
Recent Initiatives: Recent initiatives include debt reduction strategies, cost cutting measures, and a renewed focus on core regulated utility operations.
Summary
Algonquin Power & Utilities Corp. is a diversified utility company with a mix of regulated operations and renewable energy assets. Its high debt load and inconsistent financial performance pose challenges. Recent initiatives to reduce debt and focus on core operations are promising. The company needs to execute effectively on its strategic plan to improve shareholder returns. The renewable energy portfolio is a strength, but regulatory risks and competitive pressures remain.
Similar Companies
AWK
American Water Works
AWK
American Water Works
BEP
Brookfield Renewable Partners LP
BEP
Brookfield Renewable Partners LP
FTS
Fortis Inc
FTS
Fortis Inc
NEE
Nextera Energy Inc
NEE
Nextera Energy Inc
WTRG
Essential Utilities Inc
WTRG
Essential Utilities Inc
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Market Data Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Algonquin Power & Utilities Corp
Exchange NYSE | Headquaters Oakville, ON, Canada | ||
IPO Launch date 1998-10-08 | CEO & Director Mr. Roderick K. West J.D. | ||
Sector Utilities | Industry Utilities - Diversified | Full time employees 3786 | Website https://algonquinpower.com |
Full time employees 3786 | Website https://algonquinpower.com | ||
Algonquin Power & Utilities Corp. operates in the power and utility industries. The company operates through Regulated Services Group and Hydro Group segments. The company owns and operates a portfolio of regulated electric, water distribution and wastewater collection, and natural gas utility systems and transmission operations. As of December 31, 2024, it operated a portfolio of regulated utility systems in the United States, Canada, Bermuda, and Chile serving approximately 1,265,000 customer connections. The company's regulated electrical distribution utility systems and related transmission and generation assets are located in the states of Arkansas, California, Kansas, Missouri, Nevada, New Hampshire, and Oklahoma, as well as in Bermuda with approximately 310,000 electric customer connections. Its regulated water distribution and wastewater utility systems are located in the states of Arizona, Arkansas, California, Illinois, Missouri, New York, and Texas, as well as in Chile with approximately 577,000 customer connections. The company's regulated natural gas distribution utility systems are located in the states of Georgia, Illinois, Iowa, Massachusetts, Missouri, New Hampshire, and New York; and in the Canadian province of New Brunswick with approximately 378,000 natural gas customer connections. It also owns and operates generating assets with a gross capacity of approximately 2.0 gigawatt (GW) and has investments in generating assets with approximately 0.3 GW of net generation capacity. The company generates and sells hydro electrical energy in Canada, and capacity and renewable attributes produced by its portfolio of 14 hydroelectric power generation facilities located in the provinces of Alberta, Ontario, New Brunswick, and Quebec. As of December 31, 2024, it had a combined gross generating capacity of approximately 115 megawatt (MW) and a combined net generating capacity of approximately 111 MW. Algonquin Power & Utilities Corp. was incorporated in 1988 and is headquartered in Oakville, Canada.
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