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Exelon CorporationNasdaqGS:EXC 주식 보고서

시가총액 US$46.4b
주가
US$45.61
US$49.33
7.5% 저평가 내재 할인율
1Y6.4%
7D1.2%
1D
포트폴리오 가치
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Exelon Corporation

NasdaqGS:EXC 주식 리포트

시가총액: US$46.4b

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Exelon Corporation 경쟁사

가격 이력 및 성과

Exelon 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$45.61
52주 최고가US$50.65
52주 최저가US$42.18
베타0.41
1개월 변동3.21%
3개월 변동-7.82%
1년 변동6.37%
3년 변동13.68%
5년 변동-1.28%
IPO 이후 변동211.86%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 06

EXC: Data Center Demand And Capex Plans Will Face Regulatory Tests

Analysts trimmed the updated price target for Exelon to about $49.33 from $49.56, as a series of recent target cuts across the Street, largely tied to regulatory questions and a more cautious stance on utility valuations, fed into slightly lower fair value and P/E assumptions despite modest tweaks to growth and margin inputs. Analyst Commentary Recent research on Exelon reflects a mix of optimism around long term planning and caution around regulatory and valuation headwinds.
Seeking Alpha May 18

Exelon Positioned For Capturing Consequential Growth And AI Tailwinds

Summary Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts. Upcoming earnings should be monitored for AI-driven demand construction and regulatory shifts, which are key to the upside thesis. Read the full article on Seeking Alpha
내러티브 업데이트 May 16

EXC: Data Center Demand And Capex Execution Will Drive Future Upside Potential

Analysts have trimmed the Exelon price target by about $0.60 to roughly $49.56, reflecting refreshed models that factor in slightly lower revenue growth assumptions, modestly adjusted P/E expectations, and recent Street research pointing to more measured growth expectations across utilities. Analyst Commentary Recent Street research around Exelon clusters around two themes: how durable its earnings growth framework looks and what investors should be willing to pay for that growth in the current utilities setup.

Recent updates

내러티브 업데이트 Jun 06

EXC: Data Center Demand And Capex Plans Will Face Regulatory Tests

Analysts trimmed the updated price target for Exelon to about $49.33 from $49.56, as a series of recent target cuts across the Street, largely tied to regulatory questions and a more cautious stance on utility valuations, fed into slightly lower fair value and P/E assumptions despite modest tweaks to growth and margin inputs. Analyst Commentary Recent research on Exelon reflects a mix of optimism around long term planning and caution around regulatory and valuation headwinds.
Seeking Alpha May 18

Exelon Positioned For Capturing Consequential Growth And AI Tailwinds

Summary Exelon is undervalued and positioned for consequential growth amid a rapidly expanding electric transmission demand cycle. My DCF and comps analyses indicate a fair value of $51.74 per share, reflecting nearly 10% upside from current levels. EXC's forward capex plan, especially the Brandon Shores investment, aligns with regulatory and data center-driven demand catalysts. Upcoming earnings should be monitored for AI-driven demand construction and regulatory shifts, which are key to the upside thesis. Read the full article on Seeking Alpha
내러티브 업데이트 May 16

EXC: Data Center Demand And Capex Execution Will Drive Future Upside Potential

Analysts have trimmed the Exelon price target by about $0.60 to roughly $49.56, reflecting refreshed models that factor in slightly lower revenue growth assumptions, modestly adjusted P/E expectations, and recent Street research pointing to more measured growth expectations across utilities. Analyst Commentary Recent Street research around Exelon clusters around two themes: how durable its earnings growth framework looks and what investors should be willing to pay for that growth in the current utilities setup.
내러티브 업데이트 Apr 22

EXC: Data Center Demand And Capex Execution Will Shape Fairly Balanced Outlook

Exelon's updated analyst price target edges down by about $1 to roughly $50 as analysts factor in a slightly higher discount rate and modestly lower assumed future P/E, while keeping revenue growth and profit margin expectations broadly in line. Analyst Commentary Recent Street research around Exelon points to a mixed tone, with some firms trimming price targets and others maintaining or lifting them after updating models and estimates.
내러티브 업데이트 Apr 08

EXC: Data Center Demand And Capex Plans Will Shape Grid Investment Outcomes

Analysts have lifted the implied fair value for Exelon by about $0.54 to $51.41. This reflects a series of higher Street price targets supported by updated utility sector models, new coverage with positive views, recent Q4 earnings and long term capital spending plans.
내러티브 업데이트 Mar 25

EXC: Regulatory Certainty And Large Load Policies Will Shape Grid Investment Outcomes

The analyst price target for Exelon increases by about $0.44 to $50.88, as analysts incorporate refreshed models and updated estimates across the North American utilities group following recent Q4 results, capital spending plans and sector-wide target revisions. Analyst Commentary Recent research updates show a cluster of upward price target revisions for Exelon, with a range of views on how execution, capital spending and regulatory factors could influence the company’s valuation over time.
내러티브 업데이트 Mar 10

EXC: Regulatory Visibility And Large Load Demand Will Shape Grid Investment Outlook

Our analyst fair value estimate for Exelon has increased by $0.50 to $50.44 as analysts update their price targets following Q4 earnings, updated EPS guidance, and revised capital spending plans across the utility group. Analyst Commentary Street research on Exelon has been active around the Q4 earnings season, with several firms updating their price targets and views on the company.
내러티브 업데이트 Feb 24

EXC: Regulatory Visibility Through 2027 Will Balance Affordability And Grid Investment Risks

Analysts have nudged our Exelon fair value estimate to $49.94 from $48.75, reflecting modestly higher modeled revenue growth, a slightly stronger profit margin profile, and a small uptick in the assumed future P/E multiple following a series of upward price target revisions across the Street. Analyst Commentary Recent Street research around Exelon has been active, with several price target revisions and rating changes clustering over the past few months.
분석 기사 Feb 16

Exelon's (NASDAQ:EXC) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Exelon Corporation ( NASDAQ:EXC ) has announced that it will be paying its dividend of $0.42 on the 13th...
내러티브 업데이트 Feb 09

EXC: Regulatory Certainty Through 2027 Will Offset Affordability And Growth Concerns

Analysts have nudged their fair value estimate for Exelon slightly lower to $48.75 from $49.18, reflecting modest adjustments to growth, margins and discount rate assumptions after a mix of recent price target cuts and a resumed Sector Perform rating with a higher $51 target. Analyst Commentary Recent research on Exelon reflects a mix of cautious and constructive views, with price targets adjusted in both directions and one firm restarting coverage at a Sector Perform rating.
내러티브 업데이트 Jan 24

EXC: Regulatory Certainty Through 2027 And Wires Profile Will Support Upside

The analyst price target on Exelon has been reduced by about $0.20 per share as analysts made modest adjustments to fair value, revenue growth, profit margin and future P/E assumptions based on the latest mix of price target changes and Sector Perform commentary. Analyst Commentary Recent research has been mixed, with some bullish analysts lifting targets and others trimming them, which lines up with the modest overall reduction in the average price target.
내러티브 업데이트 Jan 07

EXC: Pennsylvania Step Up And Wires Only Profile Should Support Upside

Analysts have lifted their average price target for Exelon by a little over $0.10 per share, citing a combination of higher P/E assumptions, slightly stronger modeled revenue growth, and ongoing regulatory visibility. These factors are partially offset by modestly softer profit margin expectations and affordability concerns.
분석 기사 Jan 05

Do Exelon's (NASDAQ:EXC) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
내러티브 업데이트 Dec 24

EXC: Future Earnings Will Reflect Pennsylvania Upside And Defensible Wires Only Positioning

Exelon’s analyst price target has edged down by $0.50 to $49.25, as analysts balance improving long term rate base driven earnings prospects and favorable regulatory jurisdictions with mixed sentiment on valuation, relative defensiveness, and the timing of Pennsylvania upside. Analyst Commentary Analyst views on Exelon remain divided, with recent target changes and initiations reflecting both confidence in the company’s long term growth profile and concern over valuation and near term positioning.
내러티브 업데이트 Dec 10

EXC: Future Earnings Will Reflect Pennsylvania Regulatory Upside And Defensive Power Demand Trends

Analysts have nudged their average price target on Exelon modestly higher, reflecting increased conviction that its favorable regulatory jurisdictions, expected PECO step up in Pennsylvania, and stable earnings profile support upside, even as views diverge on how quickly the current valuation discount should close. Analyst Commentary Street research on Exelon remains mixed, with a growing cohort of bullish analysts highlighting improving fundamentals and valuation upside, while more cautious voices question how durable the current defensive premium and regulatory tailwinds will be as risk appetite normalizes.
내러티브 업데이트 Nov 26

EXC: Future Earnings Will Reflect Regulatory Dynamics And Power Demand Trends

Exelon’s analyst price target has been modestly reduced by $0.13 to $49.75. Analysts note slightly stronger revenue growth, but see near-term valuation constraints following recent sector coverage initiations and recalibrated market positioning.
내러티브 업데이트 Nov 11

EXC: Future Earnings Will Depend On Regulatory Environments And Market Demand

Exelon’s analyst price target has increased modestly from $49.33 to $49.88 per share. Analysts point to the company's resilient fundamentals and prospects for steady earnings growth, despite mixed views on regulatory headwinds and valuation discounts.
내러티브 업데이트 Oct 28

Electric Infrastructure Will Expand As Demand And Regulatory Stability Shape Outlook

Exelon's analyst price target has risen from $47.93 to $49.33, reflecting analysts' growing confidence in the company's regulatory stability and earnings outlook, even though projected growth rates have been slightly reduced. Analyst Commentary Recent research coverage of Exelon has focused on both the company's solid regulatory positioning and changing expectations for growth and valuation.
내러티브 업데이트 Oct 13

Electricity Demand And Clean Energy Policies Will Expand Infrastructure

Exelon's analyst price target has increased modestly. It has risen by approximately $1 to $47.93, as analysts expect steady earnings growth and reaffirmed guidance to support valuation.
분석 기사 Sep 19

Earnings Working Against Exelon Corporation's (NASDAQ:EXC) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
분석 기사 Jul 09

With EPS Growth And More, Exelon (NASDAQ:EXC) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Jun 11

Exelon Corporation's (NASDAQ:EXC) Price Is Right But Growth Is Lacking

Exelon Corporation's ( NASDAQ:EXC ) price-to-earnings (or "P/E") ratio of 16x might make it look like a buy right now...
Seeking Alpha Feb 21

Exelon: Why I See Upside This Year

Summary I maintain a buy rating on Exelon Corporation due to its attractive valuation, steady earnings trajectory, and bullish technical chart. EXC's Q4 non-GAAP EPS of $0.64 beat expectations, and revenue of $5.5 billion showed a slight increase, reinforcing positive sentiment. Despite underperforming the S&P 500, EXC's anticipated EPS growth of 5-7% and a potential 10% price increase offer a decent margin of safety. Key risks include regulatory changes, high capex, interest rate exposure, and natural disaster risk, but the technical outlook remains strong with a bullish breakout target of $50. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Exelon: A Unique Utility With Double-Digit Upside

Summary Exelon is a Strong Buy due to its favorable valuation and growth prospects tied to data center demand and an expanding rate base. The company's unique focus on energy transmission and distribution insulates it from commodity price volatility. Exelon is well into a $34B investment plan that is targeting grid reliability, the integration of renewables, and building out capacity. Trading at a P/E of 15.6, Exelon is notably undervalued by its historical averages. Combining its projected EPS growth and the dividend, the stock offers double-digit total return potential. Read the full article on Seeking Alpha
Seeking Alpha Sep 24

Exelon Is A Reasonably Priced Utility For Income Investors

Summary Exelon Corporation is a utility services holding company with diverse holdings in major US cities, offering stability and income potential for investors. Exelon trades at a price/book ratio of 1.54, below the sector median, and has a P/E ratio of 16.45, indicating better value. The company shows slow but steady revenue and net income growth, with a forward P/E of 15.31 and a yield of 3.77%, surpassing the sector median. Despite noteworthy debt, Exelon’s positive cash flow and consistent dividend growth make it a strong buy for income investors in the utility sector. Read the full article on Seeking Alpha
Seeking Alpha Jul 08

Exelon: Shares Still Undervalued, But Now With Higher Dividend And New Growth Potential

Summary Exelon is the 8th largest U.S. public utility, a holding company for six regulated gas and electric businesses, serving 10.6 million customers. Exelon's model is transmission and distribution only, with territories in the urban areas of Chicago, Philadelphia, Baltimore, and Washington, D.C. Illinois regulatory issues pose a challenge for now, but the company anticipates offsetting growth from new data centers located in its markets. Shares are undervalued by 10.0% today, but with a growing dividend yield of 4.4% and significant appreciation potential. Read the full article on Seeking Alpha
Seeking Alpha Mar 29

Exelon: Rate-Base Scale, Cost Management Drive Upside Potential

Summary Exelon Corporation is the largest electric utility in the United States, with nearly 11 million customers and six regulated utility subsidiaries. The company has outlined a $34.5bn capital investment strategy aimed at expanding its rate base at a CAGR of 7.5% and ensuring margin expansion through expense management. Additionally, the firm is well-positioned to capitalize on utility megatrends, such as renewables and electrification of the broader economy. My discounted cash flow valuation estimated an NPV for Exelon of $38.93, a ~5% undervaluation. Therefore, I rate Exelon a 'buy'. Read the full article on Seeking Alpha

주주 수익률

EXCUS Electric UtilitiesUS 시장
7D1.2%-1.0%-3.3%
1Y6.4%12.0%22.3%

수익률 대 산업: EXC은 지난 1년 동안 12%의 수익을 기록한 US Electric Utilities 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: EXC은 지난 1년 동안 22.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is EXC's price volatile compared to industry and market?
EXC volatility
EXC Average Weekly Movement2.9%
Electric Utilities Industry Average Movement3.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

안정적인 주가: EXC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: EXC의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
199920,571Calvin Butlerwww.exeloncorp.com

유틸리티 서비스 지주 회사인 엑셀론 코퍼레이션은 미국에서 에너지 유통 및 송전 사업을 영위하고 있습니다. 이 회사는 전기와 천연가스의 구매 및 규제된 소매 판매, 전기의 송전 및 배전, 소매 고객에게 천연가스를 공급하는 사업을 하고 있습니다. 주거용, 상업용, 산업용, 공공 기관 및 전기 철도 고객에게 서비스를 제공합니다.

Exelon Corporation 기초 지표 요약

Exelon의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
EXC 기초 통계
시가총액US$46.38b
순이익 (TTM)US$2.78b
매출 (TTM)US$24.79b
16.8x
주가수익비율(P/E)
1.9x
주가매출비율(P/S)

EXC는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
EXC 손익계산서 (TTM)
매출US$24.79b
매출원가US$14.22b
총이익US$10.57b
기타 비용US$7.79b
순이익US$2.78b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.72
총이익률42.64%
순이익률11.21%
부채/자본 비율174.8%

EXC의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.7%
현재 배당 수익률
59%
배당 성향

EXC는 안정적으로 배당을 지급합니까?

EXC 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 EXC를 매수해야 하나요?
Exelon 배당 일정
배당락일Jun 04 2026
배당 지급일Jun 15 2026
배당락일까지 남은 일수7 days
배당 지급일까지 남은 일수4 days

EXC는 안정적으로 배당을 지급합니까?

EXC 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 22:14
종가2026/06/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Exelon Corporation는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays