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Upturn AI SWOT - About
Global Water Resources Inc (GWRS)
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Upturn Advisory Summary
06/27/2025: GWRS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $15.5
1 Year Target Price $15.5
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -18.85% | Avg. Invested days 22 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 279.73M USD | Price to earnings Ratio 44.3 | 1Y Target Price 15.5 |
Price to earnings Ratio 44.3 | 1Y Target Price 15.5 | ||
Volume (30-day avg) 2 | Beta 1.04 | 52 Weeks Range 9.30 - 13.73 | Updated Date 06/30/2025 |
52 Weeks Range 9.30 - 13.73 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 2.98% | Basic EPS (TTM) 0.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.63% | Operating Margin (TTM) 10.08% |
Management Effectiveness
Return on Assets (TTM) 1.42% | Return on Equity (TTM) 9.11% |
Valuation
Trailing PE 44.3 | Forward PE 53.76 | Enterprise Value 372871465 | Price to Sales(TTM) 5.22 |
Enterprise Value 372871465 | Price to Sales(TTM) 5.22 | ||
Enterprise Value to Revenue 6.96 | Enterprise Value to EBITDA 13.71 | Shares Outstanding 27451000 | Shares Floating 13204744 |
Shares Outstanding 27451000 | Shares Floating 13204744 | ||
Percent Insiders 51.59 | Percent Institutions 30.72 |
Analyst Ratings
Rating 2 | Target Price 15.5 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Global Water Resources Inc
Company Overview
History and Background
Global Water Resources, Inc. was founded in 2003. The company focuses on acquiring, owning, and operating regulated water and wastewater utilities, primarily in strategically chosen, high-growth areas of the United States. Initially focused on Arizona, it has expanded through organic growth and acquisitions.
Core Business Areas
- Water Services: Provides potable water treatment and distribution services to residential, commercial, and industrial customers.
- Wastewater Services: Offers wastewater collection, treatment, and reclaimed water production services.
Leadership and Structure
The company is led by its executive team, including the CEO, CFO, and COO. It operates with a hierarchical structure, with regional teams managing local utility operations. Ron Fleming is the President and CEO. Lawerence P. Oliver III is the Chief Financial Officer.
Top Products and Market Share
Key Offerings
- Potable Water: Provides treated drinking water to residential and commercial customers. Market share data is not readily available. Competitors include other regional water utilities, both public and private.
- Wastewater Treatment: Offers wastewater collection, treatment, and disposal services. Market share data is not readily available. Competitors include other regional wastewater utilities.
- Reclaimed Water: Produces and distributes reclaimed water for irrigation and industrial uses. Market share data is not readily available. Competitors include other regional wastewater utilities.
Market Dynamics
Industry Overview
The water and wastewater utility industry is characterized by stable demand, high barriers to entry, and increasing regulatory scrutiny. Aging infrastructure and growing populations are driving investment in new and upgraded systems.
Positioning
Global Water Resources focuses on acquiring and improving smaller utility systems in growth areas. Its strategy emphasizes operational efficiency and infrastructure investment to improve service quality and regulatory compliance.
Total Addressable Market (TAM)
The US water and wastewater market is estimated to be worth hundreds of billions of dollars annually. Global Water Resources is positioned to capture a portion of this TAM through strategic acquisitions and organic growth within its service areas.
Upturn SWOT Analysis
Strengths
- Focus on high-growth regions
- Operational efficiency
- Experienced management team
- Vertical Integration
- Strategic Acquisitions
Weaknesses
- Small market capitalization
- Geographic concentration
- Dependence on regulatory approvals
- High Debt Levels
Opportunities
- Acquisition of additional utility systems
- Expansion into new geographic areas
- Increased investment in infrastructure
- Adoption of advanced technologies
Threats
- Regulatory changes
- Water scarcity
- Increased competition
- Economic downturn affecting service demand
Competitors and Market Share
Key Competitors
- AWK
- WTRG
- AWR
Competitive Landscape
Global Water Resources competes with larger, more established water utility companies. Its competitive advantages include its focus on high-growth regions and its operational efficiency. A major disadvantage is their small size in market cap and revenue.
Major Acquisitions
Las Quintas Serenas Water Company
- Year: 2022
- Acquisition Price (USD millions): 4.5
- Strategic Rationale: Expanded service territory in Arizona
Growth Trajectory and Initiatives
Historical Growth: Global Water Resources has grown through a combination of organic expansion within its service areas and strategic acquisitions of other utility systems.
Future Projections: Future growth projections depend on factors such as population growth in its service areas, regulatory approvals for new projects, and the company's ability to execute its acquisition strategy.
Recent Initiatives: Recent initiatives include infrastructure upgrades, acquisitions of new utility systems, and efforts to improve operational efficiency.
Summary
Global Water Resources is a small-cap water utility company focused on growth through acquisitions and operational improvements in high-growth regions. While it has a strong management team and a clear strategy, its size and debt levels present challenges. Its future success depends on continued acquisition success and efficient management of its operations. Regulatory changes and water scarcity pose potential risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Articles
- Company Website
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data may be outdated. Please consult with a qualified 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 Global Water Resources Inc
Exchange NASDAQ | Headquaters Phoenix, AZ, United States | ||
IPO Launch date 2010-12-30 | Chairman, CEO & President Mr. Ron L. Fleming | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 122 | Website https://www.gwresources.com |
Full time employees 122 | Website https://www.gwresources.com | ||
Global Water Resources, Inc., a water resource management company, owns, operates, and manages regulated water, wastewater, and recycled water systems in metropolitan Phoenix and Tucson, Arizona. It serves approximately 111,000 people in approximately 36,000 homes. Global Water Resources, Inc. was founded in 2003 and is based in Phoenix, Arizona.
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