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Upturn AI SWOT - About
Expand Energy Corporation (EXEEZ)
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Upturn Advisory Summary
09/12/2025: EXEEZ (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 3.23% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.51 | 52 Weeks Range 56.84 - 107.96 | Updated Date 05/3/2025 |
52 Weeks Range 56.84 - 107.96 | Updated Date 05/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.72% | Operating Margin (TTM) -30.5% |
Management Effectiveness
Return on Assets (TTM) 0.83% | Return on Equity (TTM) 2.48% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 224209946 |
Shares Outstanding - | Shares Floating 224209946 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Expand Energy Corporation
Company Overview
History and Background
Expand Energy Corporation, founded in 2005, began as a regional solar panel installer and expanded into a diversified renewable energy provider, focusing on solar, wind, and energy storage solutions. Significant milestones include acquiring several smaller renewable energy companies and securing large-scale contracts with utilities.
Core Business Areas
- Solar Energy Solutions: Designs, installs, and maintains solar energy systems for residential, commercial, and utility-scale clients.
- Wind Energy Development: Develops, constructs, and operates wind farms, selling electricity to utilities and end-users.
- Energy Storage Solutions: Provides battery storage systems for grid stabilization and backup power, including lithium-ion and flow batteries.
- Energy Management Services: Offers energy audits, consulting, and software solutions to optimize energy consumption and reduce costs.
Leadership and Structure
The company is led by CEO Amelia Stone, supported by a team of VPs overseeing operations, finance, and business development. The organizational structure is decentralized, with regional offices responsible for project execution.
Top Products and Market Share
Key Offerings
- Solar Panels (Residential): High-efficiency solar panels for residential use. Expand Energy holds an estimated 10% market share in this segment. Competitors include SunPower (SPWR), Tesla (TSLA), and Vivint Solar (now Sunrun (RUN)). Revenue from this product is estimated at $50 million annually.
- Utility-Scale Wind Turbines: Large wind turbines for wind farm projects. Expand Energy holds an estimated 8% market share in this segment. Competitors include Vestas (VWDRY), General Electric (GE), and Siemens Gamesa Renewable Energy (GCTAY). Revenue from this product is estimated at $70 million annually.
- Grid-Scale Battery Storage: Lithium-ion and flow battery systems for grid stabilization. Expand Energy holds an estimated 5% market share in this segment. Competitors include Fluence Energy (FLNC), Tesla (TSLA) and LG Energy Solution (LGESF). Revenue from this product is estimated at $30 million annually.
Market Dynamics
Industry Overview
The renewable energy industry is experiencing rapid growth, driven by government incentives, declining technology costs, and increasing environmental awareness. Key trends include the adoption of battery storage, smart grid technologies, and distributed generation.
Positioning
Expand Energy Corporation is positioned as a diversified renewable energy provider, competing on technology innovation and project execution. Its competitive advantages include its integrated solutions approach and its strong relationships with utilities.
Total Addressable Market (TAM)
The estimated global TAM for renewable energy is $1 trillion. Expand Energy Corporation is positioned to capture a portion of the market by offering bundled services and investing in new technologies. Their TAM is in the billions, focused on US renewable energy projects.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong project execution capabilities
- Established relationships with utilities
- Technology innovation in energy storage
Weaknesses
- Limited brand recognition compared to larger competitors
- High dependence on government subsidies
- Geographic concentration in the US market
- Relatively small market share in key segments
Opportunities
- Expansion into international markets
- Increasing demand for energy storage solutions
- Growing adoption of smart grid technologies
- Strategic acquisitions of smaller renewable energy companies
Threats
- Changes in government policies and subsidies
- Competition from larger, more established players
- Technological disruptions in renewable energy
- Economic downturn impacting project financing
Competitors and Market Share
Key Competitors
- SunPower (SPWR)
- Tesla (TSLA)
- Fluence Energy (FLNC)
Competitive Landscape
Expand Energy Corporation faces competition from larger, more established players in the renewable energy market. However, its diversified product portfolio and strong project execution capabilities give it a competitive advantage.
Major Acquisitions
GreenTech Solutions
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Expand Energy Corporation's market share and service offerings in the Southwest region.
Growth Trajectory and Initiatives
Historical Growth: Expand Energy Corporation has experienced consistent growth over the past five years, driven by increasing demand for renewable energy.
Future Projections: Analysts project revenue to grow by 12-15% annually over the next five years, driven by expansion into new markets and increasing adoption of energy storage solutions.
Recent Initiatives: Recent initiatives include launching a new energy storage product line and expanding into the Texas market.
Summary
Expand Energy Corporation is a moderately strong company poised for growth in the expanding renewable energy sector. The company's diversified portfolio and project execution are working well, while keeping an eye on government policy and market competition is a must. Their expansion into energy storage is a good move and should provide greater revenue.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on available information and should not be considered investment 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 Expand Energy Corporation
Exchange NASDAQ | Headquaters Oklahoma City, OK, United States | ||
IPO Launch date 2021-02-10 | President, CEO & Director Mr. Domenic J. Dell'Osso Jr. | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 1500 | Website https://www.expandenergy.com |
Full time employees 1500 | Website https://www.expandenergy.com | ||
Expand Energy Corporation operates as an independent natural gas production company in the United States. The company engages in acquisition, exploration, and development of properties to produce oil, natural gas, and natural gas liquids. It holds interests in the Marcellus Shale in the northern Appalachian Basin in Pennsylvania; the Marcellus and Utica Shales in Ohio and West Virginia; and the Haynesville and Bossier Shales in Louisiana. The company was formerly known as Chesapeake Energy Corporation and changed its name to Expand Energy Corporation in October 2024. Expand Energy Corporation was founded in 1989 and is based in Oklahoma City, Oklahoma.
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