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Upturn AI SWOT - About
Global Water Resources Inc (GWRS)
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Upturn Advisory Summary
04/01/2025: GWRS (1-star) is currently NOT-A-BUY. Pass it for now.
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 -24.24% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 284.34M USD | Price to earnings Ratio 43.17 | 1Y Target Price 16.5 |
Price to earnings Ratio 43.17 | 1Y Target Price 16.5 | ||
Volume (30-day avg) 37780 | Beta 1 | 52 Weeks Range 9.79 - 13.83 | Updated Date 04/2/2025 |
52 Weeks Range 9.79 - 13.83 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 2.93% | Basic EPS (TTM) 0.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-04 | When After Market | Estimate 0.06 | Actual 0.02 |
Profitability
Profit Margin 10.99% | Operating Margin (TTM) 9.93% |
Management Effectiveness
Return on Assets (TTM) 1.53% | Return on Equity (TTM) 12.03% |
Valuation
Trailing PE 43.17 | Forward PE 51.81 | Enterprise Value 400058725 | Price to Sales(TTM) 5.4 |
Enterprise Value 400058725 | Price to Sales(TTM) 5.4 | ||
Enterprise Value to Revenue 7.59 | Enterprise Value to EBITDA 14.78 | Shares Outstanding 27446000 | Shares Floating 12687891 |
Shares Outstanding 27446000 | Shares Floating 12687891 | ||
Percent Insiders 46.32 | Percent Institutions 24.67 |
Analyst Ratings
Rating 4.5 | Target Price 16.8 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Global Water Resources Inc
Company Overview
History and Background
Global Water Resources, Inc. was founded in 2003. It focuses on consolidating and managing water and wastewater utilities in strategically chosen communities, primarily in Arizona. The company aims to provide reliable and efficient water services while promoting conservation and sustainable practices.
Core Business Areas
- Water and Wastewater Services: Provides water and wastewater utility services, including the collection, treatment, and distribution of potable water, as well as the collection, treatment, and disposal of wastewater. This includes managing infrastructure, complying with regulations, and serving residential and commercial customers.
Leadership and Structure
The leadership team includes Ron Fleming (President & CEO) and Michael Liebman (CFO). The company operates with a board of directors and a management team overseeing various operational and financial aspects.
Top Products and Market Share
Key Offerings
- Water Delivery: Delivery of potable water to residential and commercial customers within their service areas. No specific market share data available. Competitors include other regional water utilities.
- Wastewater Treatment: Collection and treatment of wastewater from residential and commercial customers. No specific market share data available. Competitors include other regional wastewater utilities.
Market Dynamics
Industry Overview
The water utility industry is highly regulated and capital-intensive. It is characterized by fragmented markets and increasing focus on water conservation and infrastructure upgrades. The industry is being impacted by changing regulations concerning water quality and resource management, which may require significant investments.
Positioning
Global Water Resources focuses on acquiring and improving water utilities in growing communities, particularly in Arizona. It positions itself as a provider of efficient and sustainable water solutions.
Total Addressable Market (TAM)
The TAM for water utilities in the US is estimated to be in the tens of billions of dollars annually. Global Water Resources is positioned to capture a portion of this market through acquisitions and organic growth, concentrating on Arizona markets.
Upturn SWOT Analysis
Strengths
- Strong regional presence in Arizona
- Focus on acquiring and improving existing utilities
- Expertise in water resource management
- Track record of operational efficiency
Weaknesses
- Limited geographic diversification
- Dependence on regulatory approvals
- High capital expenditure requirements
- Relatively small market capitalization
Opportunities
- Further acquisitions of water utilities
- Expansion into new geographic areas
- Increased adoption of smart water technologies
- Growing demand for water in arid regions
Threats
- Drought conditions and water scarcity
- Increasing regulatory scrutiny
- Competition from larger utility companies
- Fluctuations in interest rates
Competitors and Market Share
Key Competitors
- AWK
- WTRG
- MSEX
Competitive Landscape
Global Water Resources is smaller compared to larger national players. Its advantage lies in its regional focus and expertise in Arizona. The company faces competition from larger, more diversified utilities.
Major Acquisitions
Las Quintas Serenas Water Company
- Year: 2021
- Acquisition Price (USD millions): 4.5
- Strategic Rationale: Expanded service area and customer base in Arizona.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to acquisitions and organic growth within their service areas. Specific rates of growth are currently unavailable.
Future Projections: Future growth depends on continued acquisitions, population growth in Arizona, and regulatory environment. Analyst estimates are currently unavailable.
Recent Initiatives: Recent initiatives often involve infrastructure upgrades, water conservation programs, and acquisition efforts.
Summary
Global Water Resources is a smaller player in the water utility industry focusing on growth through acquisitions primarily in Arizona. While its regional focus allows for expertise, it faces challenges from larger competitors and regulatory hurdles. The company's success hinges on continued acquisition strategies and efficient management of existing infrastructure. Water scarcity and regulatory changes pose ongoing risks.
Similar Companies
AWK
American Water Works
AWK
American Water Works
MSEX
Middlesex Water Company
MSEX
Middlesex Water Company
WTRG
Essential Utilities Inc
WTRG
Essential Utilities Inc
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, news articles.
- Yahoo Finance
- MarketWatch
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data and analysis are based on available information and may not be exact. Real-time and very granular financial data was not assessible with the tools provided.
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 Global Water Resources Inc
Exchange NASDAQ | Headquaters Phoenix, AZ, United States | ||
IPO Launch date 2010-12-30 | Chairman, CEO & President Mr. Ron L. Fleming | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 122 | Website https://www.gwresources.com |
Full time employees 122 | Website https://www.gwresources.com | ||
Global Water Resources, Inc., a water resource management company, owns, operates, and manages regulated water, wastewater, and recycled water systems in metropolitan Phoenix and Tucson, Arizona. It serves approximately 111,000 people in approximately 36,000 homes. Global Water Resources, Inc. was founded in 2003 and is based in Phoenix, Arizona.
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