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Upturn AI SWOT - About
SJW Group Common Stock (SJW)
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Upturn Advisory Summary
02/05/2025: SJW (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
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 -12.31% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.83B USD | Price to earnings Ratio 18.64 | 1Y Target Price 59.2 |
Price to earnings Ratio 18.64 | 1Y Target Price 59.2 | ||
Volume (30-day avg) 320759 | Beta 0.55 | 52 Weeks Range 44.54 - 61.01 | Updated Date 04/6/2025 |
52 Weeks Range 44.54 - 61.01 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 3.14% | Basic EPS (TTM) 2.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.56% | Operating Margin (TTM) 24.26% |
Management Effectiveness
Return on Assets (TTM) 2.47% | Return on Equity (TTM) 7.23% |
Valuation
Trailing PE 18.64 | Forward PE 18.15 | Enterprise Value 3645441319 | Price to Sales(TTM) 2.44 |
Enterprise Value 3645441319 | Price to Sales(TTM) 2.44 | ||
Enterprise Value to Revenue 4.87 | Enterprise Value to EBITDA 12.6 | Shares Outstanding 34147300 | Shares Floating 30957787 |
Shares Outstanding 34147300 | Shares Floating 30957787 | ||
Percent Insiders 8.05 | Percent Institutions 83.02 |
Analyst Ratings
Rating 3.67 | Target Price 61.83 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SJW Group Common Stock
Company Overview
History and Background
SJW Group, formerly San Jose Water Company, traces its roots back to 1866. It has grown through acquisitions and organic expansion, evolving into a holding company for water and real estate businesses.
Core Business Areas
- Water Utility Services: Provides regulated water and wastewater services to residential, commercial, and industrial customers. The main source of revenue
- Real Estate Services: Owns and manages real estate properties, including undeveloped land.
Leadership and Structure
Eric Thornburg serves as Chairman, President and CEO. The company operates with a traditional corporate structure, with various departments overseeing operations, finance, and strategy.
Top Products and Market Share
Key Offerings
- Regulated Water Services: Provides potable water to over 1 million people primarily in the San Jose, California metropolitan area, Connecticut and Maine. Competitors are other local municipalities such as San Jose Water or other privately held utility companies. Market share in service areas varies by region, impossible to quantify precisely.
- Wastewater Services: Provides wastewater services to a small portion of its customer base. Market share is not significant.
- Real Estate Development: Develops and manages real estate holdings. Revenue fluctuates based on development project timelines. Exact revenues or market share are not readily available.
Market Dynamics
Industry Overview
The water utility industry is highly regulated, capital intensive, and characterized by relatively stable demand. Factors influencing the industry include population growth, water scarcity, and infrastructure needs.
Positioning
SJW Group is a mid-sized player in the US water utility industry, known for its reliable service and focus on infrastructure investment. It benefits from its location in growing metropolitan areas.
Total Addressable Market (TAM)
The TAM for the US water utility market is estimated to be in the tens of billions of dollars annually. SJW Group's market share is relatively small, giving it potential for growth through acquisitions and expansion within its existing service areas.
Upturn SWOT Analysis
Strengths
- Stable, regulated revenue streams
- Geographic diversification
- Strong water rights portfolio
- History of strategic acquisitions
- Experienced management team
Weaknesses
- Capital intensive operations
- High regulatory scrutiny
- Vulnerability to drought conditions
- Dependence on rate increases
- Limited geographic footprint
Opportunities
- Acquisitions of smaller water utilities
- Expansion into new geographic areas
- Investment in water conservation technologies
- Partnerships with municipalities
- Pursuing real estate development projects on surplus land
Threats
- Increased regulatory costs
- Water scarcity and drought conditions
- Aging infrastructure and potential for failures
- Fluctuations in interest rates
- Challenges in obtaining rate increases
Competitors and Market Share
Key Competitors
- AWK
- AWR
- MSEX
Competitive Landscape
SJW Group competes with larger, more diversified water utilities such as American Water Works (AWK). Its competitive advantages include its geographic focus and strong relationships with local communities. It's smaller market capitalization can be a disadvantage in larger deals.
Major Acquisitions
Connecticut Water Service, Inc.
- Year: 2019
- Acquisition Price (USD millions): 750
- Strategic Rationale: Expanded SJW Group's service territory into the Northeast and increased its customer base.
Growth Trajectory and Initiatives
Historical Growth: SJW Group has grown steadily over the past decade through a combination of organic growth and acquisitions.
Future Projections: Analysts project continued steady growth for SJW Group, driven by population growth in its service areas and ongoing investments in infrastructure.
Recent Initiatives: Recent initiatives include acquisitions of smaller water utilities in other states, investments in water conservation programs, and upgrades to aging infrastructure.
Summary
SJW Group is a stable, regulated water utility with a long history of consistent performance. The company benefits from its geographic diversification and strong water rights portfolio. However, it faces challenges related to regulatory costs, water scarcity, and aging infrastructure. Overall, SJW is a solid investment, but growth prospects are limited due to regulation and limited geographic footprint.
Similar Companies
AWK
American Water Works
AWK
American Water Works
AWR
American States Water Company
AWR
American States Water Company
MSEX
Middlesex Water Company
MSEX
Middlesex Water Company
Sources and Disclaimers
Data Sources:
- SJW Group Investor Relations
- SEC Filings
- Analyst Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making investment decisions.
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 SJW Group Common Stock
Exchange NYSE | Headquaters San Jose, CA, United States | ||
IPO Launch date 1972-06-01 | Chairman, President & CEO Mr. Eric W. Thornburg | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 822 | Website https://www.sjwgroup.com |
Full time employees 822 | Website https://www.sjwgroup.com | ||
SJW Group, through its subsidiaries, provides water utility and other related services in the United States. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from Santa Clara Valley Water District. It also offers non-tariffed services, including water system operations, maintenance agreements, and antenna site leases; contracted services, sewer operations, and other water related services; and a Linebacker protection plan for public drinking water customers in Connecticut and Maine. In addition, the company provides water services to approximately 232,000 connections that serve approximately one million people residing in portions of the cities of San Jose and Cupertino and in the cities of Campbell, Monte Sereno, Saratoga and the Town of Los Gatos, and adjacent unincorporated territories in the County of Santa Clara in the State of California; water service to approximately 142,000 service connections, which serve a population of approximately 463,000 people in 81 municipalities with a service area of approximately 275 square miles in Connecticut and Maine and approximately 3,000 wastewater connections in Southbury, Connecticut; approximately 29,000 service connections that serve approximately 88,000 people in a service area comprising more than 271 square miles in the region between San Antonio and Austin, Texas and approximately 1,000 wastewater connections. Further, it owns undeveloped land in California; and commercial properties and parcels of land in Connecticut. The company was formerly known as SJW Corp. and changed its name to SJW Group in November 2016. SJW Group was incorporated in 1985 and is headquartered in San Jose, California.
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