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Emera Incorporated (EMA)
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Upturn Advisory Summary
12/18/2025: EMA (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.
Analysis of Past Performance
Type Stock | Historic Profit 7.31% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.45B USD | Price to earnings Ratio 20.92 | 1Y Target Price - |
Price to earnings Ratio 20.92 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.43 | 52 Weeks Range 30.21 - 46.22 | Updated Date 06/28/2025 |
52 Weeks Range 30.21 - 46.22 | Updated Date 06/28/2025 | ||
Dividends yield (FY) 4.61% | Basic EPS (TTM) 2.15 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12% | Operating Margin (TTM) 34.57% |
Management Effectiveness
Return on Assets (TTM) 2.73% | Return on Equity (TTM) 7.21% |
Valuation
Trailing PE 20.92 | Forward PE 18.15 | Enterprise Value 28981488185 | Price to Sales(TTM) 1.71 |
Enterprise Value 28981488185 | Price to Sales(TTM) 1.71 | ||
Enterprise Value to Revenue 5.03 | Enterprise Value to EBITDA 12.9 | Shares Outstanding 297900000 | Shares Floating 297628911 |
Shares Outstanding 297900000 | Shares Floating 297628911 | ||
Percent Insiders 0.08 | Percent Institutions 32.98 |
Upturn AI SWOT
Emera Inc.
Company Overview
History and Background
Emera Incorporated was founded in 2000 through the demutualization of Nova Scotia Power. It has since grown into a diversified energy company with operations across North America. Key milestones include the acquisition of Maine Public Service in 2002, gas utilities in Florida (now Tampa Electric) and New Hampshire, and the acquisition of TECO Energy in 2016, which significantly expanded its footprint in the southeastern United States. Emera's evolution has been marked by strategic acquisitions and a focus on regulated utilities and renewable energy investments.
Core Business Areas
- Regulated Utilities: Emera operates regulated electric and gas utilities in Nova Scotia, New Brunswick, Maine, New Hampshire, and Florida. These utilities provide electricity and natural gas to millions of customers and are subject to regulatory oversight regarding rates and service quality.
- Renewable Energy: Emera invests in and develops renewable energy projects, including wind and solar power generation, contributing to its clean energy transition goals.
- Energy Marketing and Trading: While a smaller segment, Emera engages in energy marketing and trading to optimize its energy assets and services.
Leadership and Structure
Emera Incorporated is led by a Board of Directors and an executive management team. The organizational structure is typically divided by business units and geographic regions to manage its diverse utility and energy operations. As of recent filings, Scott J. Balfour is the President and CEO. The company is publicly traded on the Toronto Stock Exchange (TSX: EMA) and the New York Stock Exchange (NYSE: EMR).
Top Products and Market Share
Key Offerings
- Electricity Distribution and Supply: Provides reliable electricity to residential, commercial, and industrial customers through its regulated utility subsidiaries. Market share is largely determined by the service territories of its regulated utilities. Competitors in deregulated markets can vary, but within its regulated areas, it holds a monopoly.
- Natural Gas Distribution and Supply: Distributes and supplies natural gas to customers in specific regions through its regulated gas utilities. Similar to electricity, market share is tied to its franchised territories. Competitors are typically other gas utility providers or alternative energy sources.
- Renewable Energy Generation: Generates electricity from renewable sources like wind and solar. This segment aims to grow its clean energy portfolio, contributing to broader energy transition. Market share is dependent on the growth of renewable energy adoption and competition from other independent power producers.
Market Dynamics
Industry Overview
Emera operates primarily in the regulated utility sector, which is characterized by stable, predictable cash flows due to the monopolistic nature of service territories. The industry is undergoing a significant transformation driven by the transition to cleaner energy sources, increasing demand for grid modernization, and evolving customer expectations. Regulatory environments are a critical factor influencing operational and financial performance.
Positioning
Emera is well-positioned as a diversified energy company with a significant presence in regulated utilities, providing a stable revenue base. Its strategic investments in renewable energy and infrastructure upgrades align with industry trends. The company's geographic diversity across North America offers some resilience against regional economic downturns. Its competitive advantages include established customer bases, regulatory certainty in its core markets, and a growing renewable energy portfolio.
Total Addressable Market (TAM)
The total addressable market for utilities is vast, encompassing all residential, commercial, and industrial energy consumption. This includes electricity and natural gas distribution and supply, as well as the growing market for renewable energy and energy efficiency solutions. Emera, through its regulated operations, directly addresses a significant portion of the TAM within its franchised territories. Its investments in renewables also position it to capture a growing share of the clean energy TAM.
Upturn SWOT Analysis
Strengths
- Stable and predictable cash flows from regulated utility operations.
- Diversified geographic footprint across North America.
- Strong track record of operational execution and customer service.
- Growing investments in renewable energy infrastructure.
- Experienced management team with a history of successful acquisitions.
Weaknesses
- Exposure to interest rate fluctuations impacting financing costs.
- Reliance on regulatory approvals for rate increases.
- Potential for cost overruns on large capital projects.
- Limited growth potential in mature regulated markets without acquisitions.
Opportunities
- Expansion of renewable energy generation capacity.
- Investments in grid modernization and smart grid technologies.
- Acquisition of new regulated utility assets.
- Growth in demand for energy efficiency solutions.
- Leveraging its expertise in distributed energy resources.
Threats
- Changes in environmental regulations and carbon pricing policies.
- Increased competition from independent power producers and distributed generation.
- Cybersecurity threats to critical infrastructure.
- Severe weather events impacting operations and requiring significant capital expenditure for repairs.
- Economic downturns affecting energy demand and customer affordability.
Competitors and Market Share
Key Competitors
- NextEra Energy (NEE)
- Duke Energy (DUK)
- Southern Company (SO)
- Dominion Energy (D)
- American Electric Power (AEP)
Competitive Landscape
Emera operates in a highly competitive utility sector. While its regulated utilities provide a protected market share within their service territories, competition exists from larger, more diversified utility companies and emerging renewable energy providers. Emera's advantages lie in its stable, regulated earnings base and strategic renewable investments. Its disadvantages might include its smaller scale compared to some of the largest US utilities and reliance on specific regulatory environments.
Major Acquisitions
TECO Energy
- Year: 2016
- Acquisition Price (USD millions): 10200
- Strategic Rationale: Acquiring TECO Energy significantly expanded Emera's geographic reach and diversified its operations, particularly into the growing Florida market, adding substantial regulated utility assets and a strong customer base.
New Hampshire Gas Utilities (Community Utilities of New Hampshire, EnergyNew England)
- Year: 2007
- Acquisition Price (USD millions): 750
- Strategic Rationale: This acquisition expanded Emera's regulated natural gas presence in New England, complementing its existing utility operations in the region.
Growth Trajectory and Initiatives
Historical Growth: Emera has achieved historical growth through a combination of organic growth in its regulated utilities (driven by capital investments and rate base expansion) and strategic acquisitions. The acquisition of TECO Energy in 2016 was a significant growth catalyst, substantially increasing its scale and diversification. Renewable energy investments have also contributed to its growth trajectory.
Future Projections: Future projections for Emera Incorporated are generally positive, with analysts expecting continued growth driven by its regulated utility base, ongoing investments in renewable energy, and potential for further strategic acquisitions. The company's focus on infrastructure modernization and clean energy transition is expected to support its long-term growth. Projections typically involve mid-single-digit annual growth rates.
Recent Initiatives: Recent initiatives by Emera include significant investments in renewable energy projects, upgrades to its grid infrastructure to enhance reliability and accommodate cleaner energy, and ongoing efforts to integrate its acquired businesses. The company is also focused on its clean energy targets and advancing its sustainability goals.
Summary
Emera Incorporated is a well-established, diversified energy company with a strong foundation in regulated utilities, providing stable cash flows and consistent dividend payments. Its strategic expansion into renewable energy and infrastructure upgrades positions it well for the future. While facing regulatory and environmental challenges, its diversified model and proven execution capabilities indicate continued resilience and growth potential.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Emera Incorporated Investor Relations
- Company SEC Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Wall Street Journal)
- Industry Analysis Reports
- Financial Data Aggregators
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Financial data and market share figures are estimates and may vary. Investors should conduct their own due diligence 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 Emera Inc.
Exchange NYSE | Headquaters Halifax, NS, Canada | ||
IPO Launch date 2025-05-28 | CEO, President & Director Mr. Scott Carlyle Balfour | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 7605 | Website https://www.emera.com |
Full time employees 7605 | Website https://www.emera.com | ||
Emera Incorporated, an energy and services company, invests in generation, transmission, and distribution of electricity in the United States, Canada, Barbados, and the Bahamas. The company operates through Florida Electric Utility, Canadian Electric Utilities, Gas Utilities and Infrastructure, Other Electric Utilities, and Other segments. It is also involved in the purchase, transmission, distribution, and sale of natural gas; and physical energy marketing, trading, and other energy asset management activities. The company was incorporated in 1998 and is headquartered in Halifax, Canada.
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