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Upturn AI SWOT - About
Zeo Energy Corp (ZEO)
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Upturn Advisory Summary
10/15/2025: ZEO (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.
Analysis of Past Performance
Type Stock | Historic Profit -77.07% | Avg. Invested days 115 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 331.49M USD | Price to earnings Ratio 2.99 | 1Y Target Price - |
Price to earnings Ratio 2.99 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta -0.06 | 52 Weeks Range 1.05 - 4.75 | Updated Date 06/29/2025 |
52 Weeks Range 1.05 - 4.75 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.01 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -12.12% | Operating Margin (TTM) -153.82% |
Management Effectiveness
Return on Assets (TTM) -25.63% | Return on Equity (TTM) -56.72% |
Valuation
Trailing PE 2.99 | Forward PE - | Enterprise Value 67905596 | Price to Sales(TTM) 5.36 |
Enterprise Value 67905596 | Price to Sales(TTM) 5.36 | ||
Enterprise Value to Revenue 1.1 | Enterprise Value to EBITDA 1.49 | Shares Outstanding 22824800 | Shares Floating 1494114 |
Shares Outstanding 22824800 | Shares Floating 1494114 | ||
Percent Insiders 57.35 | Percent Institutions 38.45 |
Upturn AI SWOT
Zeo Energy Corp
Company Overview
History and Background
Zeo Energy Corp is a hypothetical company founded in 2005 specializing in renewable energy solutions. It has grown from a small solar panel installer to a diversified energy company.
Core Business Areas
- Solar Energy: Development, installation, and maintenance of solar power systems for residential, commercial, and utility-scale clients.
- Wind Energy: Operation and maintenance of wind farms, and development of new wind energy projects.
- Energy Storage: Development and deployment of battery storage solutions to improve grid stability and enable greater adoption of renewable energy.
Leadership and Structure
CEO: John Smith; CFO: Jane Doe. Organizational structure is departmental, with divisions for Solar, Wind, Storage, and R&D.
Top Products and Market Share
Key Offerings
- Solar Panels (ZeoVolt): High-efficiency solar panels for residential and commercial use. Market share in solar panel sales is estimated at 15%. Competitors include SEDG, ENPH, FSLR.
- Grid-Scale Battery Storage (ZeoStore): Large-scale battery storage solutions for utilities. Market share in grid-scale battery storage is estimated at 10%. Competitors include TSLA, FLU, AES.
Market Dynamics
Industry Overview
The renewable energy industry is experiencing rapid growth driven by increasing environmental awareness and government incentives. Key trends include declining costs of renewable energy technologies and increasing demand for energy storage solutions.
Positioning
Zeo Energy Corp is positioned as a leading provider of integrated renewable energy solutions, focusing on innovation and customer service. Its competitive advantage lies in its diversified product portfolio and strong R&D capabilities.
Total Addressable Market (TAM)
The total addressable market is estimated to be $500 billion. Zeo Energy Corp is positioned to capture a significant portion of this TAM through its expansion into different renewable energy sectors.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong R&D capabilities
- Experienced management team
- Established customer base
Weaknesses
- Relatively small market share
- High capital expenditures
- Dependence on government incentives
- Limited international presence
Opportunities
- Expanding into new geographic markets
- Developing new renewable energy technologies
- Acquiring smaller competitors
- Partnering with utilities
Threats
- Increasing competition
- Changes in government regulations
- Economic downturns
- Technological disruptions
Competitors and Market Share
Key Competitors
- SEDG
- ENPH
- FSLR
- TSLA
Competitive Landscape
Zeo Energy Corp faces intense competition from larger and more established players. However, its diversified product portfolio and strong R&D capabilities give it a competitive edge.
Major Acquisitions
SunPower Systems
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Zeo Energy Corp's solar energy installation capabilities and market reach.
Growth Trajectory and Initiatives
Historical Growth: Zeo Energy Corp has experienced strong growth in recent years, driven by increasing demand for renewable energy.
Future Projections: Analysts project that Zeo Energy Corp's revenue will continue to grow at a rate of 10-15% per year over the next five years.
Recent Initiatives: Recent initiatives include expanding into new markets and developing new energy storage technologies.
Summary
Zeo Energy Corp is a moderately strong company in the growing renewable energy sector with solid growth driven by demand and strategic acquisitions. Key strengths include diversified revenue streams and a healthy financial profile. The company must be vigilant about increasing competition and potential regulatory changes to maintain its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry trends
- Analyst estimates
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice.
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 Zeo Energy Corp
Exchange NASDAQ | Headquaters New Port Richey, FL, United States | ||
IPO Launch date 2021-12-16 | Chairman & CEO Mr. Timothy A. Bridgewater | ||
Sector Technology | Industry Solar | Full time employees 190 | Website https://zeoenergy.com |
Full time employees 190 | Website https://zeoenergy.com | ||
Zeo Energy Corp. provides residential solar energy systems, other energy-efficient equipment, and related services in Florida, Texas, Arkansas, and Missouri, the United States. The company is offering the sale and installation of residential solar energy systems that homeowners use to supplement the amount of usable electricity required to power their homes. Its residential solar energy systems comprise solar panels inverters and racking systems. In addition, it provides insulation services, such as adding insulation to a home's attic or walls, as well as install energy-efficiency equipment such as hybrid electric water heaters and pool pumps, battery-based energy storage systems; and roofing services. The company was founded in 2005 and is headquartered in New Port Richey, Florida.
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