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Upturn AI SWOT - About
MSEX 
Middlesex Water Company (MSEX)
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Upturn Advisory Summary
03/27/2025: MSEX (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -35.66% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.11B USD | Price to earnings Ratio 24.98 | 1Y Target Price 62.33 |
Price to earnings Ratio 24.98 | 1Y Target Price 62.33 | ||
Volume (30-day avg) 211997 | Beta 0.84 | 52 Weeks Range 44.39 - 69.89 | Updated Date 03/27/2025 |
52 Weeks Range 44.39 - 69.89 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 2.21% | Basic EPS (TTM) 2.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-02-26 | When After Market | Estimate 0.36 | Actual 0.49 |
Profitability
Profit Margin 23.11% | Operating Margin (TTM) 25.03% |
Management Effectiveness
Return on Assets (TTM) 2.92% | Return on Equity (TTM) 10.17% |
Valuation
Trailing PE 24.98 | Forward PE 28.57 | Enterprise Value 1491501775 | Price to Sales(TTM) 5.78 |
Enterprise Value 1491501775 | Price to Sales(TTM) 5.78 | ||
Enterprise Value to Revenue 7.77 | Enterprise Value to EBITDA 16.2 | Shares Outstanding 17887500 | Shares Floating 17626476 |
Shares Outstanding 17887500 | Shares Floating 17626476 | ||
Percent Insiders 1.66 | Percent Institutions 78.78 |
Analyst Ratings
Rating 3.33 | Target Price 62.67 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Middlesex Water Company
Company Overview
History and Background
Middlesex Water Company was founded in 1897. It provides regulated water and wastewater services. Initially serving the Borough of Metuchen, NJ, it has expanded through acquisitions and organic growth.
Core Business Areas
- Regulated Water: Distribution and treatment of potable water to residential, commercial, industrial, and governmental customers.
- Regulated Wastewater: Collection, treatment, and disposal of wastewater.
- Non-Regulated Services: Contract operation of water and wastewater systems for municipalities and private entities.
Leadership and Structure
The company has a traditional corporate structure with a Board of Directors and an executive management team led by the President and CEO. The management team includes executives responsible for operations, finance, engineering, and customer service.
Top Products and Market Share
Key Offerings
- Potable Water: Delivery of treated drinking water. Market share data is difficult to pinpoint due to fragmented service areas, but Middlesex Water Company focuses on select regions in New Jersey, Delaware, and Pennsylvania. Key competitors include American Water Works (AWK) and Aqua America (WTRG). Revenue figures are not publicly broken down by individual product; it is aggregate water revenue.
- Wastewater Treatment: Treatment and disposal of sewage and industrial wastewater. Market share is also geographically specific. Competitors include Veolia and Suez. Revenue figures are not publicly broken down by individual product; it is aggregate wastewater revenue.
Market Dynamics
Industry Overview
The water and wastewater industry is characterized by increasing regulatory scrutiny, aging infrastructure, and the need for significant capital investment. Demand is relatively stable, but population growth and environmental concerns drive investment in new infrastructure.
Positioning
Middlesex Water Company is a regional player focused on providing reliable water and wastewater services. Its competitive advantages include a long operating history, strong regulatory relationships in its service territories, and a focus on infrastructure upgrades.
Total Addressable Market (TAM)
The US water and wastewater market is estimated to be hundreds of billions of dollars annually. Middlesex Water Company is positioned to capture a small but significant share within its operational footprint.
Upturn SWOT Analysis
Strengths
- Established operating history
- Strong regulatory relationships
- Reliable revenue stream
- Essential service provider
- Geographic focus allowing for specialized knowledge
Weaknesses
- Limited geographic diversification
- High capital expenditure requirements
- Susceptibility to regulatory changes
- Dependence on rate approvals
Opportunities
- Acquisition of smaller water and wastewater systems
- Expansion into adjacent service territories
- Investment in infrastructure upgrades
- Partnerships with municipalities
Threats
- Increased regulatory scrutiny
- Rising operating costs
- Water scarcity and drought conditions
- Economic downturns affecting customer demand
Competitors and Market Share
Key Competitors
- AWK
- WTRG
- SJW
- CTWS
- AWR
Competitive Landscape
Middlesex Water Company competes with larger, more diversified water and wastewater companies. Its advantages include a strong regional presence and a focus on customer service. Disadvantages include limited geographic scope and smaller scale.
Major Acquisitions
Tidewater Environmental Services, Inc.
- Year: 2020
- Acquisition Price (USD millions): 9.3
- Strategic Rationale: Expanded service territory in Delaware.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been steady, driven by organic growth in existing service territories and strategic acquisitions.
Future Projections: Analyst estimates would project future revenue growth, EPS growth, and capital expenditures.
Recent Initiatives: Recent initiatives include infrastructure investments, expansion into new service areas, and technology upgrades.
Summary
Middlesex Water Company is a stable, regulated utility providing essential water and wastewater services. Its strengths lie in its established operations and regulatory relationships. Limited geographic diversification and capital expenditure requirements are potential weaknesses. The company can capitalize on acquisition opportunities and infrastructure investments for future growth.
Similar Companies
- AWK
- WTRG
- SJW
- CTWS
- AWR
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Financial News Outlets, Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Financial data should be verified with official company filings.
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 Middlesex Water Company
Exchange NASDAQ | Headquaters Iselin, NJ, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Director Ms. Nadine M. Duchemin-Leslie | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 360 | Website https://www.middlesexwater.com |
Full time employees 360 | Website https://www.middlesexwater.com | ||
Middlesex Water Company owns and operates regulated water utility and wastewater systems in the United States. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers; and provides regulated wastewater system in New Jersey, Pinelands Wastewater. The Non-Regulated segment provides non-regulated contract services for the operation and maintenance of municipal and private water and wastewater systems. The company primarily operates in parts of New Jersey and Delaware, including Middlesex, Tidewater, Pinelands Water, and Southern Shores. Middlesex Water Company was incorporated in 1896 and is headquartered in Iselin, New Jersey.
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