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Upturn AI SWOT - About
NI 
NiSource Inc (NI)
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Upturn Advisory Summary
04/21/2025: NI (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -13.67% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/21/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.67B USD | Price to earnings Ratio 24.35 | 1Y Target Price 42.23 |
Price to earnings Ratio 24.35 | 1Y Target Price 42.23 | ||
Volume (30-day avg) 5390766 | Beta 0.48 | 52 Weeks Range 26.82 - 41.45 | Updated Date 04/25/2025 |
52 Weeks Range 26.82 - 41.45 | Updated Date 04/25/2025 | ||
Dividends yield (FY) 2.84% | Basic EPS (TTM) 1.62 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.94% | Operating Margin (TTM) 26.36% |
Management Effectiveness
Return on Assets (TTM) 2.89% | Return on Equity (TTM) 8.12% |
Valuation
Trailing PE 24.35 | Forward PE 20.96 | Enterprise Value 32369084529 | Price to Sales(TTM) 3.42 |
Enterprise Value 32369084529 | Price to Sales(TTM) 3.42 | ||
Enterprise Value to Revenue 5.93 | Enterprise Value to EBITDA 12.6 | Shares Outstanding 470604992 | Shares Floating 468031684 |
Shares Outstanding 470604992 | Shares Floating 468031684 | ||
Percent Insiders 0.22 | Percent Institutions 98.25 |
Analyst Ratings
Rating 4.53 | Target Price 38.12 | Buy 3 | Strong Buy 10 |
Buy 3 | Strong Buy 10 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
NiSource Inc
Company Overview
History and Background
NiSource Inc. traces its roots back to 1912 with the formation of the Northern Indiana Gas and Electric Company. It evolved through mergers and acquisitions, becoming NiSource in 1999. The company has focused on regulated natural gas and electric utilities.
Core Business Areas
- Gas Distribution: Distributes natural gas to residential, commercial, and industrial customers.
- Electric Transmission & Distribution: Generates, transmits, and distributes electricity to retail customers.
Leadership and Structure
NiSource is led by a board of directors and an executive leadership team. The company operates through its regulated utility subsidiaries.
Top Products and Market Share
Key Offerings
- Natural Gas Distribution: Provides natural gas to approximately 3.5 million customers. Competitors include other regional gas distributors. Market share varies by region.
- Electricity Transmission & Distribution: Supplies electricity to approximately 500,000 customers. Competitors include other regional electricity providers. Market share varies by region.
Market Dynamics
Industry Overview
The utility industry is characterized by heavy regulation, high capital expenditure, and stable demand. Renewable energy integration and infrastructure modernization are key trends.
Positioning
NiSource is a regional utility company focused on providing reliable gas and electric services. Its competitive advantage lies in its established infrastructure and regulatory relationships.
Total Addressable Market (TAM)
The TAM for energy utilities in NiSource's service territories is estimated to be in the tens of billions annually. NiSource captures a portion of this TAM through its regulated operations.
Upturn SWOT Analysis
Strengths
- Regulated utility operations provide stable cash flows
- Established infrastructure network
- Strong regulatory relationships
- Focus on safety and reliability
Weaknesses
- High capital expenditure requirements
- Exposure to commodity price fluctuations
- Dependence on regulatory approvals
- Geographic concentration
Opportunities
- Investments in infrastructure modernization
- Expansion of renewable energy sources
- Growth in service territories
- Adoption of smart grid technologies
Threats
- Changes in regulatory policies
- Increased competition from alternative energy sources
- Economic downturns affecting demand
- Environmental regulations and climate change
Competitors and Market Share
Key Competitors
- CMS
- DTE
- SO
Competitive Landscape
NiSource competes with other regional utilities based on price, reliability, and customer service. Its strengths include its established infrastructure and regulatory relationships. Weakness includes heavy debt and commodity price fluctuation.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: NiSource's growth has been driven by infrastructure investments and customer base expansion. (Detailed data unavailable).
Future Projections: Analyst estimates project continued growth driven by infrastructure investments and regulatory support. (Detailed data unavailable).
Recent Initiatives: Recent initiatives include infrastructure modernization projects and investments in renewable energy.
Summary
NiSource is a well-established utility company with a focus on regulated operations. Its strength lies in its infrastructure and regulatory relationships. The company needs to manage its capital expenditure requirements and exposure to commodity price fluctuations. Overall, it's a stable company with growth potential.
Similar Companies
AEP
American Electric Power Co Inc
AEP
American Electric Power Co Inc
CMS
CMS Energy Corporation
CMS
CMS Energy Corporation
DTE
DTE Energy Company
DTE
DTE Energy Company
SO
Southern Company
SO
Southern Company
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and does not constitute financial 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 NiSource Inc
Exchange NYSE | Headquaters Merrillville, IN, United States | ||
IPO Launch date 1984-10-19 | President, CEO & Director Mr. Lloyd M. Yates | ||
Sector Utilities | Industry Utilities - Regulated Gas | Full time employees 7687 | Website https://www.nisource.com |
Full time employees 7687 | Website https://www.nisource.com | ||
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. It operates in two segments, Columbia Operations and NIPSCO Operations. The company provides natural gas to approximately 2.4 million residential, commercial, and industrial customers through approximately 37,200 miles of distribution main pipeline and the associated individual customer service lines; and 330 miles of transmission main pipeline in Ohio, Pennsylvania, Virginia, Kentucky, and Maryland. It also generates, transmits, and distributes electricity to approximately 0.5 million customers in various counties in the northern part of Indiana, as well as engages in wholesale electric and transmission transactions. It owns and operates steam coal generating stations in Wheatfield and Michigan City; combined cycle gas turbine in West Terre Haute; natural gas generating units in Wheatfield; hydro generating plants in Carroll County and White County; wind generating units in White County, Indiana; and solar generating units in Jasper County and White County. The company was formerly known as NIPSCO Industries, Inc. and changed its name to NiSource Inc. in April 1999. NiSource Inc. was founded in 1847 and is headquartered in Merrillville, Indiana.
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