XPLR Infrastructure, LP

NYSE:XIFR Stock Report

Market Cap: US$918.2m

XPLR Infrastructure Valuation

Is XIFR undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

5/6

Valuation Score 5/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of XIFR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$51.53
Fair Value
81.4% undervalued intrinsic discount
13
Number of Analysts

Below Fair Value: XIFR ($9.61) is trading below our estimate of fair value ($51.53)

Significantly Below Fair Value: XIFR is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for XIFR?

Key metric: As XIFR is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for XIFR. This is calculated by dividing XIFR's market cap by their current revenue.
What is XIFR's PS Ratio?
PS Ratio0.7x
SalesUS$1.23b
Market CapUS$918.17m

Price to Sales Ratio vs Peers

How does XIFR's PS Ratio compare to its peers?

The above table shows the PS ratio for XIFR vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average2.5x
MNTK Montauk Renewables
3.2x16.3%US$592.0m
AMPS Altus Power
3.4x17.5%US$628.8m
RNW ReNew Energy Global
2.5x22.1%US$2.3b
BEPC Brookfield Renewable
0.8x11.5%US$3.8b
XIFR XPLR Infrastructure
0.7x4.2%US$918.2m

Price-To-Sales vs Peers: XIFR is good value based on its Price-To-Sales Ratio (0.7x) compared to the peer average (2.4x).

Price to Sales Ratio vs Industry

How does XIFR's PS Ratio compare vs other companies in the US Renewable Energy Industry?

2 CompaniesPrice / SalesEstimated GrowthMarket Cap
NOVA Sunnova Energy International
0.4x16.8%US$306.13m
AZRE.F Azure Power Global
0.3xn/aUS$64.17m
No more companies available in this PS range
XIFR 0.7xIndustry Avg. 2.4xNo. of Companies6PS0246810+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: XIFR is good value based on its Price-To-Sales Ratio (0.7x) compared to the North American Renewable Energy industry average (2.4x).

Price to Sales Ratio vs Fair Ratio

What is XIFR's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

XIFR PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.7x
Fair PS Ratio2.5x

Price-To-Sales vs Fair Ratio: XIFR is good value based on its Price-To-Sales Ratio (0.7x) compared to the estimated Fair Price-To-Sales Ratio (2.5x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst XIFR forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$9.61
US$13.19
+37.3%
26.0%US$22.00US$7.00n/a13
Jan ’26US$17.80
US$21.80
+22.5%
27.4%US$33.00US$10.00n/a15
Dec ’25US$17.47
US$23.27
+33.2%
22.4%US$33.00US$14.00n/a15
Nov ’25US$19.25
US$23.94
+24.4%
22.2%US$33.00US$14.00n/a16
Oct ’25US$26.96
US$27.38
+1.5%
22.6%US$37.00US$15.00n/a16
Sep ’25US$25.05
US$28.29
+12.9%
20.0%US$37.00US$15.00n/a14
Aug ’25US$26.34
US$28.29
+7.4%
20.0%US$37.00US$15.00n/a14
Jul ’25US$25.21
US$31.69
+25.7%
21.9%US$45.00US$15.00n/a16
Jun ’25US$33.71
US$34.41
+2.1%
28.9%US$64.00US$15.00n/a17
May ’25US$28.61
US$34.41
+20.3%
28.9%US$64.00US$15.00n/a17
Apr ’25US$29.62
US$34.88
+17.8%
30.3%US$64.00US$15.00n/a17
Mar ’25US$28.35
US$35.13
+23.9%
30.9%US$64.00US$15.00n/a16
Feb ’25US$31.47
US$34.63
+10.1%
31.6%US$64.00US$15.50US$10.5415
Jan ’25US$30.41
US$33.63
+10.6%
34.5%US$64.00US$15.50US$17.8015
Dec ’24US$25.41
US$34.77
+36.8%
33.5%US$64.00US$15.50US$17.4715
Nov ’24US$27.21
US$36.14
+32.8%
29.9%US$64.00US$22.00US$19.2514
Oct ’24US$29.70
US$55.79
+87.8%
22.7%US$80.00US$38.00US$26.9614
Sep ’24US$49.10
US$75.13
+53.0%
11.7%US$86.00US$60.00US$25.0515
Aug ’24US$53.40
US$76.64
+43.5%
9.7%US$86.00US$60.00US$26.3414
Jul ’24US$58.64
US$77.43
+32.0%
10.4%US$90.00US$60.00US$25.2114
Jun ’24US$61.40
US$77.79
+26.7%
10.7%US$90.00US$60.00US$33.7114
May ’24US$55.89
US$79.53
+42.3%
12.4%US$94.00US$53.00US$28.6115
Apr ’24US$60.75
US$84.94
+39.8%
6.7%US$95.00US$70.00US$29.6216
Mar ’24US$65.32
US$85.88
+31.5%
7.3%US$95.00US$70.00US$28.3516
Feb ’24US$72.45
US$85.88
+18.5%
7.3%US$95.00US$70.00US$31.4716
Analyst Price Target
Consensus Narrative from 13 Analysts
US$13.19
Fair Value
27.2% undervalued intrinsic discount
13
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/04 22:42
End of Day Share Price 2025/02/04 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

XPLR Infrastructure, LP is covered by 36 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael MorosiAvondale Partners
David ParkerBaird
Daniel FordBarclays