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Upturn AI SWOT - About
MSEX 
Middlesex Water Company (MSEX)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/28/2025: MSEX (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.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $64
1 Year Target Price $64
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.87% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 969.65M USD | Price to earnings Ratio 22.24 | 1Y Target Price 64 |
Price to earnings Ratio 22.24 | 1Y Target Price 64 | ||
Volume (30-day avg) 3 | Beta 0.8 | 52 Weeks Range 47.26 - 69.02 | Updated Date 08/28/2025 |
52 Weeks Range 47.26 - 69.02 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 2.49% | Basic EPS (TTM) 2.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.15% | Operating Margin (TTM) 30.57% |
Management Effectiveness
Return on Assets (TTM) 2.82% | Return on Equity (TTM) 9.7% |
Valuation
Trailing PE 22.24 | Forward PE 28.57 | Enterprise Value 1384480564 | Price to Sales(TTM) 4.95 |
Enterprise Value 1384480564 | Price to Sales(TTM) 4.95 | ||
Enterprise Value to Revenue 7.07 | Enterprise Value to EBITDA 15.3 | Shares Outstanding 18016600 | Shares Floating 17736481 |
Shares Outstanding 18016600 | Shares Floating 17736481 | ||
Percent Insiders 1.36 | Percent Institutions 79.41 |
Upturn AI SWOT
Middlesex Water Company
Company Overview
History and Background
Middlesex Water Company was founded in 1897. It provides regulated and non-regulated water and wastewater utility services, growing through acquisitions and organic expansion.
Core Business Areas
- Regulated Water Utility: Distribution of water for residential, commercial, industrial, and fire protection purposes.
- Regulated Wastewater Utility: Collection, treatment, and disposal of wastewater.
- Non-Regulated Services: Contract operation and maintenance services for water and wastewater systems.
Leadership and Structure
The company is led by a board of directors and an executive team. Dennis Doll serves as Chairman, President, and CEO. Organizational structure is hierarchical with functional departments.
Top Products and Market Share
Key Offerings
- Water Distribution: Delivery of potable water to customers. They own and operate water distribution infrastructure. Competitors include other regulated water utilities and municipal water systems. Hard to get specific market share data for individual utilities as market share is often geographically regulated.
- Wastewater Collection & Treatment: Collection and treatment of wastewater from residential and commercial customers. They own and operate wastewater treatment facilities. Competitors include other regulated wastewater utilities and municipal wastewater systems. Hard to get specific market share data for individual utilities as market share is often geographically regulated.
- Contract Services: Operation, maintenance, and management services to municipalities and private entities for water and wastewater systems. Competitors include Veolia, American Water Works.
Market Dynamics
Industry Overview
The water and wastewater utility industry is essential and highly regulated. Demand is generally stable but requires significant capital investment for infrastructure maintenance and upgrades. Growing focus on water scarcity, infrastructure aging and environmental regulations.
Positioning
Middlesex Water Company is a regional player in the water and wastewater utility sector. It has a strong focus on operational efficiency and customer service. Benefits from strong local presence, but limited in terms of scale.
Total Addressable Market (TAM)
The TAM for water and wastewater services is very large, estimated at hundreds of billions of dollars in the U.S. Middlesex Water Company addresses a small, but growing segment of this TAM, focusing on strategic acquisitions and organic growth within its service areas. The market share of middlesex is related to the aquired companies.
Upturn SWOT Analysis
Strengths
- Reliable, essential service
- Stable revenue streams
- Geographic diversity through acquisitions
- Experienced management team
- Strong customer base
Weaknesses
- High capital expenditure requirements
- Regulatory constraints
- Susceptibility to weather-related events
- Limited growth potential in established markets
- Relatively small market capitalization
Opportunities
- Acquisitions of smaller water utilities
- Expansion of service territories
- Investment in infrastructure upgrades
- Public-private partnerships
- Water re-use and conservation initiatives
Threats
- Increasing regulatory scrutiny
- Rising operating costs
- Water scarcity and drought conditions
- Aging infrastructure
- Competition from larger utility companies
Competitors and Market Share
Key Competitors
- AWK
- AWR
- SJW
Competitive Landscape
Middlesex Water Company competes with larger, more diversified utility companies. Its advantages include a strong regional presence and a focus on customer service. Disadvantages include limited scale and resources.
Growth Trajectory and Initiatives
Historical Growth: Growth has been achieved through a combination of organic rate increases and strategic acquisitions.
Future Projections: Future growth is expected to be driven by infrastructure investments and continued acquisitions.
Recent Initiatives: Recent initiatives include infrastructure upgrades, digital transformation, and water conservation programs.
Summary
Middlesex Water Company is a stable utility company operating in a regulated industry. Its strengths lie in reliable service and consistent dividends. However, it faces challenges due to high capital needs and competition. Growth depends on strategic acquisitions and efficient operations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Industry Research Reports
- Analyst Estimates
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Data accuracy is not guaranteed. 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 Middlesex Water Company
Exchange NASDAQ | Headquaters Iselin, NJ, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Chairman of the Board Ms. Nadine M. Duchemin-Leslie | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 360 | Website https://www.middlesexwater.com |
Full time employees 360 | Website https://www.middlesexwater.com | ||
Middlesex Water Company owns and operates regulated water utility and wastewater systems in the United States. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers; and provides regulated wastewater system in New Jersey, Pinelands Wastewater. The Non-Regulated segment provides non-regulated contract services for the operation and maintenance of municipal and private water and wastewater systems. The company primarily operates in parts of New Jersey and Delaware, including Middlesex, Tidewater, Pinelands Water, and Southern Shores. Middlesex Water Company was incorporated in 1896 and is headquartered in Iselin, New Jersey.
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