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Upturn AI SWOT - About
WLDN 
Willdan Group Inc (WLDN)
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Upturn Advisory Summary
03/05/2025: WLDN (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 27.56% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 588.26M USD | Price to earnings Ratio 25.84 | 1Y Target Price 57.5 |
Price to earnings Ratio 25.84 | 1Y Target Price 57.5 | ||
Volume (30-day avg) 115983 | Beta 1.41 | 52 Weeks Range 25.91 - 50.00 | Updated Date 04/1/2025 |
52 Weeks Range 25.91 - 50.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.58 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-05 | When Before Market | Estimate 0.57 | Actual 0.75 |
Profitability
Profit Margin 3.99% | Operating Margin (TTM) 7.55% |
Management Effectiveness
Return on Assets (TTM) 4.45% | Return on Equity (TTM) 10.4% |
Valuation
Trailing PE 25.84 | Forward PE 14.81 | Enterprise Value 620268182 | Price to Sales(TTM) 1.04 |
Enterprise Value 620268182 | Price to Sales(TTM) 1.04 | ||
Enterprise Value to Revenue 1.1 | Enterprise Value to EBITDA 12.6 | Shares Outstanding 14407600 | Shares Floating 13463365 |
Shares Outstanding 14407600 | Shares Floating 13463365 | ||
Percent Insiders 6.64 | Percent Institutions 71.09 |
Analyst Ratings
Rating 4.5 | Target Price 55 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Willdan Group Inc
Company Overview
History and Background
Willdan Group, Inc. was founded in 1964. Initially focused on civil engineering, it evolved to provide energy efficiency and sustainability solutions, becoming publicly traded in 2006.
Core Business Areas
- Energy Efficiency Services: Offers comprehensive energy efficiency programs for utilities, government agencies, and commercial customers.
- Engineering Services: Provides civil engineering, electrical engineering, and mechanical engineering services.
- Energy and Sustainability Consulting: Offers consulting services focused on energy management, sustainability planning, and renewable energy projects.
- Public Finance Services: Specializes in municipal and school district financial consulting, including bond underwriting and financial advisory services.
Leadership and Structure
Thomas Brisbin is the CEO and Chairman of the Board. The company operates with a structured leadership team overseeing each business segment and functional area.
Top Products and Market Share
Key Offerings
- Energy Efficiency Program Implementation: Willdan designs and implements programs that help utilities and customers reduce energy consumption. Market share within specific utility territories varies; data not easily available. Competitors include CLEAResult, Franklin Energy Services, and ICF.
- Energy Engineering and Consulting: Provides comprehensive engineering services to support the design and construction of energy-efficient buildings. Market share data is not readily available. Competitors include AECOM, Jacobs, and Tetra Tech.
- Public Finance Consulting: Offerings include financial advisory services for municipal and school districts relating to bonds and financial planning. Market share is regionally specific, with smaller firms being primary competitors.
Market Dynamics
Industry Overview
The energy efficiency and engineering services industries are experiencing growth driven by increasing demand for sustainable solutions, infrastructure upgrades, and regulatory requirements.
Positioning
Willdan is positioned as a comprehensive provider of energy efficiency, engineering, and sustainability services, targeting utilities, government, and commercial clients. Its competitive advantage lies in its integrated service offering.
Total Addressable Market (TAM)
The total addressable market (TAM) for Willdan's services is estimated in the billions of dollars. Willdan's position is strong, but dependent on federal infrastructure spending policies and market competition.
Upturn SWOT Analysis
Strengths
- Diversified service offerings
- Strong relationships with utilities and government clients
- Expertise in energy efficiency and sustainability
- Established track record
Weaknesses
- Reliance on government contracts
- Project-based revenue can be volatile
- Potential for cost overruns
- Smaller size compared to some competitors
Opportunities
- Growing demand for energy efficiency and sustainability solutions
- Expansion into new geographic markets
- Acquisition opportunities to expand service offerings
- Increased infrastructure spending by the government
Threats
- Changes in government regulations and funding
- Increased competition from larger firms
- Economic downturn impacting infrastructure spending
- Technological disruptions in the energy sector
Competitors and Market Share
Key Competitors
- ACGL
- ICF
- NVEE
Competitive Landscape
Willdan competes with larger, more diversified firms and smaller, specialized providers. Its advantage lies in its focus on integrated solutions and established client relationships.
Major Acquisitions
Lime Energy Co
- Year: 2020
- Acquisition Price (USD millions): 110
- Strategic Rationale: Expanded Willdan's energy efficiency service offerings and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Willdan has experienced growth through acquisitions and organic expansion of its service offerings.
Future Projections: Analyst projections vary; refer to financial news outlets for the most current projections.
Recent Initiatives: Willdan continues to grow through acquisitions and focus on its core service areas to grow its market share.
Summary
Willdan is a reputable company that provides utility, engineering, and sustainability services with core strengths in energy efficiency program implementation and strong client relationships. Its project-based revenue model can be volatile and reliance on government funding poses a risk. Future success will depend on its ability to capitalize on the demand for sustainable solutions, expand geographic markets, and manage costs efficiently. It operates in a growing market with key competition from larger, diversified firms and smaller service providers.
Similar Companies
ACGL
Arch Capital Group Ltd
ACGL
Arch Capital Group Ltd
NVEE
NV5 Global Inc
NVEE
NV5 Global Inc
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Investor Relations, Third-party financial data providers (e.g., Yahoo Finance, Bloomberg).
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a financial advisor before making any 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 Willdan Group Inc
Exchange NASDAQ | Headquaters Anaheim, CA, United States | ||
IPO Launch date 2006-11-21 | CEO, Director & President Mr. Michael A. Bieber | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 1761 | Website https://www.willdan.com |
Full time employees 1761 | Website https://www.willdan.com | ||
Willdan Group, Inc., together with its subsidiaries, provides professional, technical, and consulting services primarily in the United States. The company operates in two segments, Energy, and Engineering and Consulting. The Energy segment offers comprehensive audit and surveys, program design and implementation, master planning, demand reduction, grid optimization, benchmarking analyses, design engineering, construction management, performance contracting, installation, alternative financing, measurement and verification services, and software and data analytics, as well as energy consulting and engineering, turnkey facility and infrastructure projects, and customer support services. The Engineering and Consulting segment provides building and safety, city engineering and code enforcement, development plan review and inspection, disaster recovery, geotechnical and earthquake engineering, planning and surveying, contract staff support, program and construction management, structural engineering, transportation and traffic engineering, and water resources services. This segment also offers district administration, financial consulting, and federal compliance services. It serves public and governmental agencies, including cities, counties, redevelopment agencies, water districts, school districts, and universities; investor and municipal owned energy utilities; state and federal agencies; and commercial and industrial firms, as well as various other special districts and agencies. Willdan Group, Inc. was founded in 1964 and is headquartered in Anaheim, California.
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