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Upturn AI SWOT - About
NI 
NiSource Inc (NI)
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Upturn Advisory Summary
07/09/2025: NI (3-star) is a REGULAR-BUY. BUY since 41 days. Profits (-0.61%). Updated daily EoD!
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 $43.23
1 Year Target Price $43.23
| 11 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 11.51% | Avg. Invested days 56 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.65B USD | Price to earnings Ratio 21.43 | 1Y Target Price 43.23 |
Price to earnings Ratio 21.43 | 1Y Target Price 43.23 | ||
Volume (30-day avg) 17 | Beta 0.55 | 52 Weeks Range 28.48 - 41.16 | Updated Date 07/9/2025 |
52 Weeks Range 28.48 - 41.16 | Updated Date 07/9/2025 | ||
Dividends yield (FY) 2.78% | Basic EPS (TTM) 1.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.67% | Operating Margin (TTM) 34.62% |
Management Effectiveness
Return on Assets (TTM) 3.25% | Return on Equity (TTM) 9.36% |
Valuation
Trailing PE 21.43 | Forward PE 21.1 | Enterprise Value 33279656481 | Price to Sales(TTM) 3.14 |
Enterprise Value 33279656481 | Price to Sales(TTM) 3.14 | ||
Enterprise Value to Revenue 5.61 | Enterprise Value to EBITDA 12.07 | Shares Outstanding 470703008 | Shares Floating 469013091 |
Shares Outstanding 470703008 | Shares Floating 469013091 | ||
Percent Insiders 0.27 | Percent Institutions 97.24 |
Upturn AI SWOT
NiSource Inc
Company Overview
History and Background
NiSource Inc. was founded in 1912 as Midland Utilities Company, evolving to Northern Indiana Public Service Company (NIPSCO) and eventually NiSource in 1999. It has grown through strategic acquisitions and divestitures, focusing on regulated utilities.
Core Business Areas
- Gas Distribution: Provides natural gas service to approximately 3.3 million customers in Ohio, Indiana, Kentucky, Maryland, Pennsylvania, and Virginia.
- Electric Operations: Generates, transmits, and distributes electricity to approximately 500,000 customers in northern Indiana.
Leadership and Structure
NiSource is led by CEO Lloyd Yates. The company has a board of directors and operates through its regulated utility subsidiaries, primarily NIPSCO and Columbia Gas.
Top Products and Market Share
Key Offerings
- Natural Gas Distribution: Delivery of natural gas to residential, commercial, and industrial customers. Market share varies by region; faces competition from other gas utilities and alternative energy sources. Competitors include Vectren (acquired by CenterPoint Energy), Duke Energy, and local municipal utilities. Revenue is mainly derived from regulated tariffs approved by state commissions.
- Electric Service: Generation and distribution of electricity, primarily in northern Indiana. Competes with other utilities in the region and faces increasing competition from renewable energy providers. Regulation dictates rates and investment plans.
Market Dynamics
Industry Overview
The utility industry is characterized by high capital investment, regulatory oversight, and stable demand. The industry is undergoing transformation due to the rise of renewable energy, smart grid technologies, and increasing focus on sustainability.
Positioning
NiSource is a regional player focused on regulated gas and electric utilities. Its competitive advantages include its established infrastructure, customer base, and regulatory relationships.
Total Addressable Market (TAM)
The US utilities market is estimated to be in the hundreds of billions of dollars annually. NiSource is positioned to capture a portion of this TAM through its regulated operations, focusing on infrastructure modernization and renewable energy investments.
Upturn SWOT Analysis
Strengths
- Regulated business model provides stable earnings
- Large and diverse customer base
- Significant infrastructure assets
- Strong regulatory relationships
- Commitment to safety and reliability
Weaknesses
- High capital expenditure requirements
- Exposure to regulatory risks
- Vulnerability to commodity price fluctuations
- Dependence on aging infrastructure
- Geographic concentration
Opportunities
- Investments in infrastructure modernization
- Expansion of renewable energy portfolio
- Growth in customer base
- Adoption of smart grid technologies
- Potential acquisitions of other utilities
Threats
- Changes in regulatory policies
- Increased competition from alternative energy sources
- Rising interest rates
- Cybersecurity threats
- Extreme weather events
Competitors and Market Share
Key Competitors
- CNP
- D
- ED
Competitive Landscape
NiSource faces competition from larger, more diversified utilities. Its competitive advantage lies in its regional focus and strong regulatory relationships. However, it may lack the scale and resources of its larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth trends needs to be determined.
Future Projections: Analyst estimates are needed to determine the projections.
Recent Initiatives: Current initiatives must be identified and determined.
Summary
NiSource operates in a stable, regulated environment providing essential services. The company has a geographically concentrated customer base, focusing on infrastructure and renewable energy investments for future growth. While regulated utilities are generally stable, NiSource faces challenges related to capital expenditures and regulatory changes. It's working well to take advantage of growing market in regulated utilities
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly.
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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