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Upturn AI SWOT - About
NI 
NiSource Inc (NI)
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Upturn Advisory Summary
09/15/2025: 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.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $43.91
1 Year Target Price $43.91
| 11 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.79% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.31B USD | Price to earnings Ratio 21.81 | 1Y Target Price 43.91 |
Price to earnings Ratio 21.81 | 1Y Target Price 43.91 | ||
Volume (30-day avg) 17 | Beta 0.6 | 52 Weeks Range 32.37 - 43.51 | Updated Date 09/15/2025 |
52 Weeks Range 32.37 - 43.51 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 2.69% | Basic EPS (TTM) 1.88 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.46% | Operating Margin (TTM) 20.46% |
Management Effectiveness
Return on Assets (TTM) 3.22% | Return on Equity (TTM) 9.31% |
Valuation
Trailing PE 21.81 | Forward PE 20.49 | Enterprise Value 34730363919 | Price to Sales(TTM) 3.15 |
Enterprise Value 34730363919 | Price to Sales(TTM) 3.15 | ||
Enterprise Value to Revenue 5.67 | Enterprise Value to EBITDA 12.38 | Shares Outstanding 470855008 | Shares Floating 469150514 |
Shares Outstanding 470855008 | Shares Floating 469150514 | ||
Percent Insiders 0.27 | Percent Institutions 100.02 |
Upturn AI SWOT
NiSource Inc
Company Overview
History and Background
NiSource Inc. was founded in 1912 as the Northern Indiana Gas and Electric Company. Over time, it expanded its operations and evolved into a diversified energy holding company, serving millions of customers across several states. Key milestones include acquisitions and strategic realignments to focus on regulated utility operations.
Core Business Areas
- Gas Distribution: NiSource distributes natural gas to residential, commercial, and industrial customers. This segment accounts for a significant portion of the company's revenue.
- Electric Operations: NiSource generates, transmits, and distributes electricity to customers. This segment provides a stable revenue stream.
Leadership and Structure
The company is led by a board of directors and a management team headed by the CEO. NiSource operates through its utility subsidiaries, each with its own management structure.
Top Products and Market Share
Key Offerings
- Natural Gas Distribution: NiSource's natural gas distribution services serve millions of customers. The gas distribution market is competitive, with regional utilities like Atmos Energy (ATO) and ONE Gas (OGS) as key competitors. Market share data for NiSource is regionally concentrated, making a nationwide market share irrelevant.
- Electricity Generation and Distribution: NiSource generates and distributes electricity, with coal-fired power plants transitioning to renewable resources. Competitors include AES Corporation (AES) in overlapping service territories. Market share data for NiSource is regionally concentrated, making a nationwide market share irrelevant.
Market Dynamics
Industry Overview
The utility industry is undergoing a transformation due to the shift towards renewable energy, increasing regulatory scrutiny, and aging infrastructure. The industry is generally stable but faces challenges related to environmental concerns and infrastructure upgrades.
Positioning
NiSource is a regional utility company focused on providing regulated gas and electric services. Its competitive advantages include its extensive infrastructure network and its commitment to transitioning to cleaner energy sources.
Total Addressable Market (TAM)
The total addressable market for utilities is estimated to be in the hundreds of billions of dollars. NiSource's position within this TAM is focused on its service territories, primarily in the Midwest and Mid-Atlantic regions.
Upturn SWOT Analysis
Strengths
- Extensive infrastructure network
- Regulated utility operations
- Commitment to renewable energy transition
- Stable revenue streams
- Experienced management team
Weaknesses
- Aging infrastructure
- Exposure to regulatory risks
- Reliance on fossil fuels
- High capital expenditure requirements
- Regional concentration
Opportunities
- Investments in infrastructure modernization
- Expansion of renewable energy portfolio
- Strategic acquisitions in adjacent markets
- Government incentives for clean energy
- Growing demand for electricity and gas
Threats
- Increasing regulatory scrutiny
- Fluctuations in commodity prices
- Environmental regulations
- Cybersecurity risks
- Economic downturns
Competitors and Market Share
Key Competitors
- ATO
- OGS
- AES
Competitive Landscape
NiSource competes with other utilities based on service territory, reliability, and price. Its advantages include a strong infrastructure network and a commitment to renewable energy. Disadvantages include exposure to regulatory risks and high capital expenditure requirements. The market share numbers need to be updated with real numbers.
Major Acquisitions
Columbia Gas of Massachusetts
- Year: 2020
- Acquisition Price (USD millions): 573
- Strategic Rationale: Expanded NiSource's natural gas distribution operations in the Northeast region.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth data needs to be added.
Future Projections: Future Projections data needs to be added.
Recent Initiatives: Highlight recent strategic initiatives undertaken by NiSource Inc such as transitioning to renewable energy sources and infrastructure investments.
Summary
NiSource is a regional utility company focused on regulated gas and electric services. Its strengths lie in its extensive infrastructure and commitment to renewable energy, but it faces challenges related to aging infrastructure and regulatory scrutiny. Recent initiatives to modernize infrastructure and expand renewable energy sources position the company for future growth. However, NiSource must manage regulatory risks and commodity price fluctuations effectively to maintain financial stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- NiSource Inc. Investor Relations
- SEC Filings
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary.
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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