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Upturn AI SWOT - About
Stem Inc (STEM)
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Upturn Advisory Summary
04/01/2025: STEM (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 -26.6% | Avg. Invested days 37 | 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 55.45M USD | Price to earnings Ratio - | 1Y Target Price 1.01 |
Price to earnings Ratio - | 1Y Target Price 1.01 | ||
Volume (30-day avg) 4751528 | Beta 1.49 | 52 Weeks Range 0.30 - 2.21 | Updated Date 04/2/2025 |
52 Weeks Range 0.30 - 2.21 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -5.29 |
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 - | Operating Margin (TTM) -40.08% |
Management Effectiveness
Return on Assets (TTM) -11.36% | Return on Equity (TTM) -5920.79% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 541166776 | Price to Sales(TTM) 0.38 |
Enterprise Value 541166776 | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 3.74 | Enterprise Value to EBITDA -9.15 | Shares Outstanding 164150000 | Shares Floating 156876249 |
Shares Outstanding 164150000 | Shares Floating 156876249 | ||
Percent Insiders 4.59 | Percent Institutions 35.89 |
Analyst Ratings
Rating 3.43 | Target Price 1.9 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 11 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Stem Inc
Company Overview
History and Background
Stem Inc. was founded in 2009 and went public via SPAC in 2021. It focuses on providing artificial intelligence (AI)-powered energy storage solutions.
Core Business Areas
- Energy Storage Systems: Stem designs, develops, and integrates energy storage systems, primarily using lithium-ion batteries. These systems are used for commercial, industrial, and utility-scale applications.
- Athena AI Platform: Athena is Stem's AI-powered software platform that optimizes energy storage performance, predicts energy demand, and maximizes savings for customers.
- Energy Services: Stem offers a range of energy services, including project development, financing, installation, and ongoing system maintenance.
Leadership and Structure
John Carrington is the CEO of Stem Inc. The company has a standard corporate structure with departments covering engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Athena AI Platform: Athena is a software platform that manages and optimizes energy storage systems. It competes with similar AI-powered platforms from companies like Fluence and Tesla (Autobidder). Market share for Athena is hard to pin down as it's typically bundled with Stem's storage systems but significant revenue driver.
- Energy Storage Systems: Stem offers integrated energy storage solutions, which include hardware and software. Competitors include Tesla (Megapack), Fluence, and Powin Energy. It has a substantial market presence, claiming a portion of the behind-the-meter energy storage market, although the exact percentage fluctuates.
Market Dynamics
Industry Overview
The energy storage market is experiencing rapid growth due to increasing adoption of renewable energy sources, grid modernization efforts, and declining battery costs.
Positioning
Stem is positioned as a leading provider of AI-powered energy storage solutions, focusing on optimizing energy usage and maximizing customer savings. Its competitive advantages include its Athena AI platform and its expertise in integrating energy storage systems.
Total Addressable Market (TAM)
The global energy storage market is projected to reach hundreds of billions of dollars by 2030. Stem is positioned to capture a significant portion of this market, particularly in the behind-the-meter and grid-scale segments.
Upturn SWOT Analysis
Strengths
- Athena AI platform for energy optimization
- Integrated energy storage solutions
- Strong customer relationships
- Experienced management team
Weaknesses
- Relatively high customer acquisition cost
- Dependency on third-party battery suppliers
- Limited profitability
- High debt
Opportunities
- Increasing demand for energy storage solutions
- Expansion into new geographic markets
- Partnerships with renewable energy developers
- Government incentives and subsidies for energy storage
Threats
- Competition from larger players like Tesla and Fluence
- Fluctuations in battery prices
- Changes in government regulations
- Economic downturn affecting customer investments
Competitors and Market Share
Key Competitors
- TSLA
- SIEMENS
- ENPH
Competitive Landscape
Stem's advantage lies in its Athena AI platform, but it faces strong competition from larger, more established players with greater financial resources. Stem focuses on specific niches and applications to differentiate itself.
Major Acquisitions
AlsoEnergy
- Year: 2021
- Acquisition Price (USD millions): 695
- Strategic Rationale: Acquisition of AlsoEnergy expanded Stem's software capabilities and broadened its customer base.
Growth Trajectory and Initiatives
Historical Growth: Stem has demonstrated strong revenue growth over the past several years, driven by increasing demand for energy storage.
Future Projections: Analysts project continued revenue growth for Stem, driven by expansion into new markets and increased adoption of its energy storage solutions. However, profitability remains a key focus.
Recent Initiatives: Recent strategic initiatives include expanding partnerships with renewable energy developers and investing in its Athena AI platform.
Summary
Stem Inc. is a growth-oriented company in the rapidly expanding energy storage market. The company's Athena AI platform provides a competitive edge, but profitability remains a challenge. Continued revenue growth and improved margins are crucial for Stem's long-term success and should monitor competition and macroeconomic factors.
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Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Press releases
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.
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 Stem Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2020-10-08 | CEO - | ||
Sector Utilities | Industry Utilities - Renewable | Full time employees 569 | Website https://www.stem.com |
Full time employees 569 | Website https://www.stem.com | ||
Stem, Inc. provides artificial intelligence driven software and services that enable its customers to plan, deploy, and operate clean energy assets in the United States and internationally. The company offers OEM energy storage systems; and software and edge hardware devices services. It serves energy traders, asset owners, independent power producers, community choice aggregators, off takers, renewable project developers, engineering, procurement and construction firms, operations and maintenance providers, electric cooperatives, utilities, load-serving entities, and grid operators. Stem, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
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