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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
06/30/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $66.33
1 Year Target Price $66.33
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.88% | 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 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 976.83M USD | Price to earnings Ratio 22.62 | 1Y Target Price 66.33 |
Price to earnings Ratio 22.62 | 1Y Target Price 66.33 | ||
Volume (30-day avg) 3 | Beta 0.8 | 52 Weeks Range 47.56 - 69.46 | Updated Date 06/30/2025 |
52 Weeks Range 47.56 - 69.46 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 2.50% | Basic EPS (TTM) 2.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.05% | Operating Margin (TTM) 28.72% |
Management Effectiveness
Return on Assets (TTM) 2.96% | Return on Equity (TTM) 9.8% |
Valuation
Trailing PE 22.62 | Forward PE 28.57 | Enterprise Value 1370137893 | Price to Sales(TTM) 4.99 |
Enterprise Value 1370137893 | Price to Sales(TTM) 4.99 | ||
Enterprise Value to Revenue 7 | Enterprise Value to EBITDA 14.87 | Shares Outstanding 17920200 | Shares Floating 17642236 |
Shares Outstanding 17920200 | Shares Floating 17642236 | ||
Percent Insiders 1.36 | Percent Institutions 80.52 |
Analyst Ratings
Rating 2 | Target Price 66.33 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Middlesex Water Company
Company Overview
History and Background
Middlesex Water Company was founded in 1897. It has grown through acquisitions and organic expansion, providing water and wastewater services primarily in New Jersey, Delaware, and Pennsylvania. Significant milestones include infrastructure upgrades and expanding service territories.
Core Business Areas
- Regulated Water Utilities: This segment involves the collection, treatment, and distribution of water for residential, commercial, industrial, and fire protection purposes.
- Regulated Wastewater Utilities: This segment focuses on the collection, treatment, and disposal of wastewater.
- Non-Regulated Services: This segment includes contract operations and water management services.
Leadership and Structure
The leadership team consists of the CEO, CFO, COO, and other key executives. The organizational structure is hierarchical, with distinct departments for operations, finance, and customer service.
Top Products and Market Share
Key Offerings
- Water Distribution: Provision of potable water to residential, commercial, and industrial customers. Market share data is proprietary; however, the company is a regional leader in its service areas. Competitors include American Water Works (AWK) and Aqua America (WTRG).
- Wastewater Treatment: Treatment and disposal of wastewater. Market share data is proprietary; however, the company is a significant player in its service areas. Competitors include American Water Works (AWK) and Aqua America (WTRG).
Market Dynamics
Industry Overview
The water and wastewater utility industry is characterized by regulated monopolies, high capital intensity, and increasing focus on infrastructure upgrades and environmental compliance.
Positioning
Middlesex Water Company is a regional player focused on providing reliable water and wastewater services. Its competitive advantages include a strong regulatory relationship and a stable customer base.
Total Addressable Market (TAM)
The TAM for water and wastewater services in the US is estimated to be several hundred billion dollars annually. Middlesex Water Company captures a small but significant portion of this TAM within its operating regions.
Upturn SWOT Analysis
Strengths
- Strong regulatory relationships
- Stable customer base
- Experienced management team
- Geographic concentration
Weaknesses
- Limited geographic diversification
- Dependence on regulatory approvals
- High capital expenditure requirements
- Susceptibility to drought conditions in certain regions
Opportunities
- Acquisitions of smaller water and wastewater systems
- Infrastructure upgrades and replacement projects
- Expansion into adjacent service territories
- Increased demand for water and wastewater services due to population growth
Threats
- Stringent environmental regulations
- Fluctuations in interest rates
- Rising operating costs
- Water scarcity and drought conditions
Competitors and Market Share
Key Competitors
- AWK
- WTRG
- SJW
Competitive Landscape
Middlesex Water Company competes with larger, more diversified water and wastewater companies. Its strengths lie in its regional focus and strong regulatory relationships. Its weaknesses include its smaller size and limited geographic diversification.
Major Acquisitions
Shorelands Water Company
- Year: 2017
- Acquisition Price (USD millions): 13.5
- Strategic Rationale: Expanded service territory in Delaware and added approximately 3,500 customers.
Growth Trajectory and Initiatives
Historical Growth: Middlesex Water Company has experienced steady growth over the past decade, driven by acquisitions and organic expansion.
Future Projections: Analysts project continued growth in revenue and earnings, driven by infrastructure investments and regulatory rate increases. EPS growth is expected to be in the range of 5-7% annually.
Recent Initiatives: Recent initiatives include infrastructure upgrades, acquisitions of smaller water systems, and investments in technology.
Summary
Middlesex Water Company is a stable, dividend-paying utility with a strong regional presence. Its regulatory relationships and stable customer base are key strengths. However, limited geographic diversification and dependence on regulatory approvals pose challenges, requiring them to focus on growth through efficient operations and targeted acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, Analyst Reports (where public)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data is based on publicly available information and may be 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 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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