Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
AQN 
Algonquin Power & Utilities Corp (AQN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/22/2025: AQN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
12 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $5.81
Year Target Price $5.81
| 0 | Strong Buy |
| 1 | Buy |
| 11 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.58% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.41B USD | Price to earnings Ratio 20.46 | 1Y Target Price 6.28 |
Price to earnings Ratio 20.46 | 1Y Target Price 6.28 | ||
Volume (30-day avg) - | Beta 0.67 | 52 Weeks Range 4.14 - 6.24 | Updated Date 06/29/2025 |
52 Weeks Range 4.14 - 6.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.54% | Basic EPS (TTM) 0.28 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -50.5% | Operating Margin (TTM) 26.73% |
Management Effectiveness
Return on Assets (TTM) 1.88% | Return on Equity (TTM) 2.42% |
Valuation
Trailing PE 20.46 | Forward PE 19.16 | Enterprise Value 10839775447 | Price to Sales(TTM) 1.86 |
Enterprise Value 10839775447 | Price to Sales(TTM) 1.86 | ||
Enterprise Value to Revenue 4.58 | Enterprise Value to EBITDA 9.34 | Shares Outstanding 767747008 | Shares Floating 700399422 |
Shares Outstanding 767747008 | Shares Floating 700399422 | ||
Percent Insiders 0.04 | Percent Institutions 69.51 |
Analyst Ratings
Rating 3.08 | Target Price 5.81 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 11 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Algonquin Power & Utilities Corp
Company Overview
History and Background
Algonquin Power & Utilities Corp. was founded in 1988. Initially focused on hydroelectric power, it expanded through acquisitions and organic growth to include regulated utilities and renewable energy assets. It is headquartered in Oakville, Ontario, Canada.
Core Business Areas
- Regulated Services Group: Owns and operates a portfolio of rate-regulated electricity, natural gas, and water distribution utilities across the United States and Canada. This segment provides essential utility services to residential, commercial, and industrial customers.
- Renewable Energy Group: Develops, owns, and operates a portfolio of renewable energy facilities, including hydroelectric, wind, solar, and thermal energy projects. Sells electricity under long-term contracts.
Leadership and Structure
Arun Banskota is the CEO. The company has a board of directors that oversees strategic direction. The organizational structure includes executive leadership responsible for different business segments and corporate functions.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Distribution of electricity to residential, commercial, and industrial customers within regulated service territories. Market share varies by region; competitors include local utilities and municipal power companies. Competitors include: NextEra Energy (NEE), Duke Energy (DUK)
- Natural Gas Distribution: Distribution of natural gas to residential, commercial, and industrial customers within regulated service territories. Market share varies by region; competitors include local utilities and municipal gas companies. Competitors include: Enbridge (ENB), Southern Company (SO)
- Water Distribution: Distribution of water to residential, commercial, and industrial customers within regulated service territories. Market share varies by region. Competitors include: American Water Works (AWK), Aqua America (WTRG - now Essential Utilities)
- Renewable Energy Generation: Generation of electricity from renewable sources such as wind, solar, hydro, and thermal. Sales under long-term power purchase agreements (PPAs). Competitors include: NextEra Energy Resources, Brookfield Renewable Partners (BEP)
Market Dynamics
Industry Overview
The utility industry is undergoing a transformation driven by the increasing adoption of renewable energy, advancements in grid modernization, and evolving regulatory landscapes. There is an increased focus on sustainability and decarbonization.
Positioning
Algonquin Power & Utilities Corp. is positioned as a diversified utility company with a significant presence in both regulated utilities and renewable energy. Its competitive advantage lies in its diversified portfolio and focus on sustainable energy.
Total Addressable Market (TAM)
The TAM for utilities and renewable energy is estimated to be in the trillions of dollars globally. AQN is positioned to capture a portion of this market through continued investment in renewable energy and regulated infrastructure.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of regulated utilities and renewable energy assets
- Geographic diversification across North America
- Long-term contracts and regulated revenue streams
- Commitment to sustainable energy and environmental responsibility
Weaknesses
- Exposure to regulatory risks and changes in government policies
- Capital intensive business model
- Debt levels
- Dependence on long-term power purchase agreements
Opportunities
- Expansion of renewable energy portfolio through acquisitions and development
- Investments in grid modernization and infrastructure upgrades
- Growth in demand for clean energy and water resources
- Government incentives and subsidies for renewable energy projects
Threats
- Rising interest rates and inflation
- Competition from other utility companies and renewable energy developers
- Changes in environmental regulations and permitting requirements
- Political and economic instability
Competitors and Market Share
Key Competitors
- NEE
- DUK
- ENB
- SO
- BEP
- AWK
Competitive Landscape
Algonquin faces competition from larger, more established utility companies. However, its focus on renewable energy and sustainable practices provides a competitive edge. Success depends on efficient operations and strategic acquisitions.
Major Acquisitions
Kentucky Power and Ohio Power
- Year: 2024
- Acquisition Price (USD millions): 2850
- Strategic Rationale: Expanded regulated utility presence in the US, increasing customer base and strengthening earnings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth information is not provided due to the lack of specifics on the request.
Future Projections: Future Projections information is not provided due to the lack of specifics on the request.
Recent Initiatives: Recent initiatives information is not provided due to the lack of specifics on the request.
Summary
Algonquin Power & Utilities Corp. is a diversified utility with both regulated and renewable assets. Its strengths lie in its diversified portfolio and long-term contracts, but weaknesses include debt levels and regulatory exposure. The company needs to capitalize on clean energy demand while carefully managing its capital structure. While a growing company, recent setbacks require caution and strategy adjustments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute 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 Algonquin Power & Utilities Corp
Exchange NYSE | Headquaters Oakville, ON, Canada | ||
IPO Launch date 1998-10-08 | CEO & Director Mr. Roderick K. West J.D. | ||
Sector Utilities | Industry Utilities - Diversified | Full time employees 3786 | Website https://algonquinpower.com |
Full time employees 3786 | Website https://algonquinpower.com | ||
Algonquin Power & Utilities Corp. operates in the power and utility industries. The company operates through Regulated Services Group and Hydro Group segments. The company owns and operates a portfolio of regulated electric, water distribution and wastewater collection, and natural gas utility systems and transmission operations. As of December 31, 2024, it operated a portfolio of regulated utility systems in the United States, Canada, Bermuda, and Chile serving approximately 1,265,000 customer connections. The company's regulated electrical distribution utility systems and related transmission and generation assets are located in the states of Arkansas, California, Kansas, Missouri, Nevada, New Hampshire, and Oklahoma, as well as in Bermuda with approximately 310,000 electric customer connections. Its regulated water distribution and wastewater utility systems are located in the states of Arizona, Arkansas, California, Illinois, Missouri, New York, and Texas, as well as in Chile with approximately 577,000 customer connections. The company's regulated natural gas distribution utility systems are located in the states of Georgia, Illinois, Iowa, Massachusetts, Missouri, New Hampshire, and New York; and in the Canadian province of New Brunswick with approximately 378,000 natural gas customer connections. It also owns and operates generating assets with a gross capacity of approximately 2.0 gigawatt (GW) and has investments in generating assets with approximately 0.3 GW of net generation capacity. The company generates and sells hydro electrical energy in Canada, and capacity and renewable attributes produced by its portfolio of 14 hydroelectric power generation facilities located in the provinces of Alberta, Ontario, New Brunswick, and Quebec. As of December 31, 2024, it had a combined gross generating capacity of approximately 115 megawatt (MW) and a combined net generating capacity of approximately 111 MW. Algonquin Power & Utilities Corp. was incorporated in 1988 and is headquartered in Oakville, Canada.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.