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Upturn AI SWOT - About
Itron Inc (ITRI)
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Upturn Advisory Summary
04/01/2025: ITRI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 2.68% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.89B USD | Price to earnings Ratio 20.73 | 1Y Target Price 129.38 |
Price to earnings Ratio 20.73 | 1Y Target Price 129.38 | ||
Volume (30-day avg) 710739 | Beta 1.49 | 52 Weeks Range 88.87 - 124.90 | Updated Date 04/2/2025 |
52 Weeks Range 88.87 - 124.90 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.18 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.8% | Operating Margin (TTM) 10.58% |
Management Effectiveness
Return on Assets (TTM) 5.51% | Return on Equity (TTM) 17.58% |
Valuation
Trailing PE 20.73 | Forward PE 19.49 | Enterprise Value 5043316378 | Price to Sales(TTM) 2 |
Enterprise Value 5043316378 | Price to Sales(TTM) 2 | ||
Enterprise Value to Revenue 2.07 | Enterprise Value to EBITDA 14.16 | Shares Outstanding 45570000 | Shares Floating 44677824 |
Shares Outstanding 45570000 | Shares Floating 44677824 | ||
Percent Insiders 1.49 | Percent Institutions 112.14 |
Analyst Ratings
Rating 4.38 | Target Price 127.62 | Buy 2 | Strong Buy 8 |
Buy 2 | Strong Buy 8 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Itron Inc
Company Overview
History and Background
Itron, Inc. was founded in 1977. It evolved from a research and development firm to a technology company focused on energy and water resource management.
Core Business Areas
- Device Solutions: Offers a range of smart meters and communication devices for electricity, gas, and water utilities.
- Networked Solutions: Provides communication infrastructure and data management solutions for smart grids and smart water networks.
- Outcomes: Delivers software and services, including data analytics, meter data management, and consulting to improve operational efficiency.
Leadership and Structure
Tom Deitrich is the President and CEO. The company has a board of directors overseeing its strategic direction. It operates globally with regional business units.
Top Products and Market Share
Key Offerings
- Electricity Meters: Itron's electricity meters are used to measure and transmit electricity consumption data. Itron has a significant market share in Advanced Metering Infrastructure (AMI). Competitors include Landis+Gyr, Aclara Technologies, and Siemens.
- Gas Meters: Itron's gas meters measure and transmit gas consumption data. Market share information is not publically available, but the natural gas meter market has some of the same competitors as electricity meters as well as Honeywell.
- Water Meters: Itron's water meters measure and transmit water consumption data. As the need for water conservation increases and water infrastructure ages, Itron provides solutions. Common competitors include Mueller Water Products and Badger Meter.
- OpenWay Riva: A standards-based, open communication platform for smart grids and smart cities. It is difficult to determine market share due to the custom nature of the solutions. Some competitors include Silver Spring Networks (now part of Itron) and Trilliant.
Market Dynamics
Industry Overview
The smart grid and smart water technology industry is experiencing growth driven by increasing demand for resource efficiency, aging infrastructure replacement, and regulatory mandates. The industry is fragmented with many local and regional players.
Positioning
Itron is a major player in the smart grid and smart water space, with a broad portfolio of products and services. Its competitive advantage lies in its integrated solutions and global presence.
Total Addressable Market (TAM)
The total addressable market for smart grids and smart water technologies is estimated to be hundreds of billions of dollars. Itron's is positioned well to capture a significant portion of this market with its diverse portfolio and established customer base. Itron's current market cap is $4.8B
Upturn SWOT Analysis
Strengths
- Large installed base and strong customer relationships
- Comprehensive product portfolio spanning meters, networks, and software
- Global presence and extensive distribution network
- Strong focus on innovation and R&D
Weaknesses
- Relatively complex product offerings
- Dependence on utility spending cycles
- Profitability can be affected by project delays or cost overruns.
Opportunities
- Increasing demand for smart grid and smart water solutions
- Expansion into new markets and geographies
- Leveraging data analytics to create new value-added services
- Government incentives and regulations promoting smart infrastructure
Threats
- Competition from other established players and new entrants
- Technological obsolescence
- Economic downturns impacting utility spending
- Cybersecurity threats to smart grid infrastructure
Competitors and Market Share
Key Competitors
- LAND
- MUX
- SI
Competitive Landscape
Itron has a broad product portfolio and global reach, giving it a competitive advantage. Competitors may have strengths in specific niches or geographies.
Major Acquisitions
Silver Spring Networks
- Year: 2018
- Acquisition Price (USD millions): 830
- Strategic Rationale: Expanded Itron's network solutions capabilities and strengthened its position in the smart grid market.
Growth Trajectory and Initiatives
Historical Growth: Itron's historical growth has been driven by increasing demand for smart grid and smart water solutions. Growth can be volatile, influenced by utility spending cycles.
Future Projections: Analyst estimates for Itron's future growth vary, but generally expect continued growth driven by increasing demand for resource efficiency and infrastructure upgrades.
Recent Initiatives: Recent initiatives include expanding its software and services offerings, focusing on data analytics, and investing in new technologies like IoT and AI.
Summary
Itron is a major player in the smart grid and smart water space, with a comprehensive product portfolio and global presence. Its strengths lie in its integrated solutions and established customer base. However, profitability can be affected by utility spending cycles and project execution. The company should continue to focus on innovation and expanding its software and services offerings.
Similar Companies
HON
Honeywell International Inc
HON
Honeywell International Inc
LAND
Gladstone Land Corporation
LAND
Gladstone Land Corporation
MUX
McEwen Mining Inc.
MUX
McEwen Mining Inc.
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary by region and product category.
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 Itron Inc
Exchange NASDAQ | Headquaters Liberty Lake, WA, United States | ||
IPO Launch date 1993-11-04 | CEO, President & Director Mr. Thomas L. Deitrich | ||
Sector Technology | Industry Scientific & Technical Instruments | Full time employees 5040 | Website https://na.itron.com |
Full time employees 5040 | Website https://na.itron.com | ||
Itron, Inc., a technology, solutions, and service company, provides end-to-end solutions that help manage energy, water, and smart city operations worldwide. It operates in three segments: Device Solutions, Networked Solutions, and Outcomes. The Device Solutions segment offers hardware products that are used for measurement, control, or sensing, such as standard gas, electricity, water, and communicating meters, as well as heat and allocation products. The Networked Solutions segment provides communicating devices, such as smart meters, modules, endpoints, and sensors; network infrastructure; network design services; and associated heat-end management and application software for acquiring and transporting application-specific data. This segment also products and software for the implementation, installation, and management of communicating devices and data networks; offers industrial internet of things solutions, including automated meter reading; advanced metering infrastructure for electricity, water, and gas; distributed energy resource management; grid edge devices; distribution automation communications; smart street lighting; smart city sensors and applications; and leak detection and applications for gas and water systems. The Outcomes segment provides value-added, enhanced software and services, artificial intelligence, and machine learning, statistical modeling, and other analytics. The company offers implementation, project management, installation, consulting, and post-sale maintenance support services, as well as cloud and software-as-a-service; and extended or customer-specific warranties. It offers its products and services under the Itron brand. The company serves utility and smart city customers, and municipalities through its sales force, distributors, agents, partners, and meter manufacturer representatives. Itron, Inc. was incorporated in 1977 and is headquartered in Liberty Lake, Washington.
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