TopFunds

Exelon

NASDAQ: EXC

Stock price

43.95 USD

(+22.39%) 5 years

Electric UtilitiesRegulated Electric

Financial Performance

Share

5Y price score: 31

Help

The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 125.1%

DATE RANGE:

US$ Per
Share

    Time scale:

    By default your notes are visible only to you.

    42.5

    52-week range

    50.6

    43.95

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    (4.3) %

    Dividend Yield TTM

    3.8 %

    Market cap $

    $ 45,280

    Price / Earnings TTM

    Help
    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    16

    Price / Book TTM

    1.5

    PEG TTM

    Help
    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    -

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    5.9 %

    41.9 %

    125.1 %

    Free cash flow per share growth

    50.5 %

    42.4 %

    (20,174.9) %

    Earnings per share growth

    -

    36.3 %

    7.9 %

    Founded: 2,000

    Employees: 20,000

    Business Summary:Exelon Corporation, a utility holding company established in 1999 and headquartered in Chicago, Illinois, operates across the United States and Canada. The company primarily focuses on the generation, delivery, and marketing of energy. It maintains a diverse portfolio of power production facilities, utilizing nuclear, fossil fuel, wind, hydroelectric, biomass, and solar technologies. Exelon engages in the sale of electricity to both wholesale and retail clients, while also providing natural gas, renewable energy solutions, and various other energy-related products and services. Beyond generation, the corporation manages the regulated procurement and direct sale of electricity and natural gas to consumers, alongside overseeing the essential transmission and distribution infrastructure for both power and natural gas. To support its extensive operations, Exelon provides a wide array of internal services, including legal counsel, human resources, information technology, financial management, supply chain, accounting, engineering, customer support, infrastructure planning, asset management, system operations, and power acquisition. The company caters to a broad customer base, which includes distribution utilities, municipal entities, cooperatives, financial institutions, and commercial, industrial, governmental, and residential sectors.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Jul 30, 2026)

    1) Strategy & Leadership
    - Exelon is focused on delivering reliable service while preparing for future challenges, emphasizing the importance of grid resilience and customer support.
    - The company is reaffirming its full-year guidance of adjusted operating earnings between $2.81 to $2.91 per share.
    - Exelon is advocating for an all-of-the-above approach to energy solutions, including transmission, demand-side solutions, and utility-owned generation.
    - The leadership team highlighted the need for collaboration with states and regulatory bodies to ensure energy reliability and affordability.

    2) Financial & Segment Results
    - Exelon reported adjusted operating earnings of $0.43 per share for Q2 2026, up from $0.39 in Q2 2025.
    - The increase was driven by higher distribution and transmission rates, offset by increased credit loss expenses and interest costs.
    - The company expects Q3 earnings to be approximately 27% of the midpoint of its full-year guidance, factoring in weather impacts and operational challenges.
    - Exelon anticipates annualized earnings growth of 5% to 7% from 2025 through 2029, supported by a 7.9% annualized rate base growth.

    3) Operational & Product Plans
    - Exelon is investing approximately $10 billion in capital for 2026 to enhance grid reliability and support economic growth.
    - The company is pursuing significant battery storage projects, including a 500-megawatt installation in New Jersey, aimed at improving reliability and reducing costs.
    - Exelon is advancing virtual power plant initiatives to leverage customer-sited resources for grid capacity, which can help reduce peak demand and lower system costs.
    - The company is also actively involved in regulatory proceedings for rate cases across its jurisdictions, focusing on balancing affordability with necessary investments.

    4) Problems / Headwinds
    - Exelon faced challenges from extreme weather events, with ComEd experiencing 16 major storms this year, impacting service reliability.
    - The recent PJM capacity auction revealed a 6.8-gigawatt shortfall in supply, indicating that demand is outpacing supply, which could lead to higher costs for customers.
    - Regulatory hurdles and the need for timely approvals in rate cases could impact Exelon's ability to recover costs and maintain service quality.
    - The company is navigating a complex regulatory landscape, particularly in Pennsylvania, where it is assessing the timing and strategy for future rate case filings.

    5) Guidance & Outlook / Investor Angle
    - Exelon remains committed to its full-year earnings guidance and is focused on disciplined execution to achieve its financial targets.
    - The company is optimistic about its ability to deliver value through strategic investments and operational excellence, despite regulatory challenges.
    - Exelon is positioned to leverage its scale and experience to advocate for policies that enhance energy reliability and affordability.
    - The transcript lacks detailed financial projections beyond 2026 and specific metrics on the anticipated impact of regulatory outcomes on future earnings.

    Bottom line: Exelon is navigating a challenging environment with a focus on reliability, affordability, and strategic investments in infrastructure. The company is well-positioned to achieve its earnings guidance while advocating for necessary regulatory changes to support long-term growth and customer value.

    Annual Reports, Presentations And IR Contacts

    Go to the website
    Annual report links (10K)
    202520242023202220212020201920182017

    Exelon — Financial Overview, Stock Price, Market Cap

    Exelon is a company. Founded in 2000. As of September 9, 2026, the company's market capitalization is $45279661234 with a current stock price of $43.95.