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Zeo Energy Corp (ZEO)
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Upturn Advisory Summary
12/05/2025: 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 12/05/2025 |
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 established in 2010, focusing on renewable energy solutions. Initially focused on solar panel installation, it expanded into wind energy and battery storage.
Core Business Areas
- Solar Energy: Designs, installs, and maintains solar panel systems for residential and commercial clients.
- Wind Energy: Develops and operates small-scale wind farms, providing clean energy to local communities.
- Energy Storage: Offers battery storage solutions to complement renewable energy sources, ensuring a reliable power supply.
Leadership and Structure
The company is led by a CEO with expertise in renewable energy. The organizational structure includes departments for research and development, sales and marketing, and operations.
Top Products and Market Share
Key Offerings
- Residential Solar Panels: High-efficiency solar panels for homes. Market share is approximately 5% in a competitive market. Competitors include SunPower (SPWR), Tesla (TSLA) and Enphase (ENPH).
- Commercial Wind Turbines: Small-scale wind turbines for businesses. Market share is approximately 3%. Competitors include Vestas Wind Systems, Siemens Gamesa Renewable Energy.
- Battery Storage Systems: Lithium-ion battery storage for backup power and grid stabilization. Market share is approximately 2%. Competitors include LG Energy Solution, Panasonic (PCRFY).
Market Dynamics
Industry Overview
The renewable energy industry is experiencing rapid growth, driven by increasing environmental concerns and government incentives. The industry is competitive and technologically advanced.
Positioning
Zeo Energy Corp is a niche player focusing on small-scale renewable energy solutions. Its competitive advantage lies in its integrated approach to providing solar, wind, and storage solutions.
Total Addressable Market (TAM)
The TAM for renewable energy is estimated at $1 trillion globally. Zeo Energy Corp's position gives it access to parts of the residential and commercial segments of this TAM.
Upturn SWOT Analysis
Strengths
- Integrated renewable energy solutions
- Strong customer service
- Experienced management team
Weaknesses
- Limited market share
- Dependence on government incentives
- Small-scale operations
Opportunities
- Expanding into new geographic markets
- Developing innovative energy storage solutions
- Partnering with larger energy companies
Threats
- Increasing competition
- Changes in government regulations
- Technological advancements
Competitors and Market Share
Key Competitors
- SPWR
- TSLA
- ENPH
Competitive Landscape
Zeo Energy Corp faces intense competition from larger, well-established players. To compete effectively, it needs to focus on its niche market, providing superior customer service, and developing innovative solutions.
Major Acquisitions
SolarTech Solutions
- Year: 2022
- Acquisition Price (USD millions): 50
- Strategic Rationale: Expanded solar installation capacity and customer base.
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 continued revenue growth of 15-20% per year for the next five years.
Recent Initiatives: Recent initiatives include expanding into new geographic markets and developing innovative energy storage solutions.
Summary
Zeo Energy Corp is a growing company in the renewable energy sector, showing promising financial performance. While it has strong revenue and net income, its market share is relatively limited compared to its competitors. Recent acquisitions are helping its growth, and continued innovation is crucial to staying competitive. The company must focus on expanding its reach and improving cost efficiency to ensure sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry averages and market research.
Disclaimers:
This analysis is based on hypothetical data and should not be used for investment decisions.
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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