| Profitability | 38/100 |
| Growth | 47/100 |
| Momentum | 77/100 |
| Quality | 66/100 |
| Earnings Quality | 74/100 |
| Balance Sheet | 27/100 |
| Value | 59/100 |
| Risk (safety) | 15/100 |
| Overall | 37.6/100 |
| Symbol | IS Score |
|---|---|
| ELC | 46 |
| XEL | 25 |
| ED | 51 |
| ETR | 37 |
| D | 42 |
| PEG | 46 |
| EXC | 38 |
These two disagree — business quality 38, price structure 75 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 37.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 41 → 37 → 36 → 38 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,290 → now 1,290 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,290 | 955.4M | $44.1B | 93.2% |
| 2026 Q1 | 1,284 | 905.0M | $44.6B | 88.3% |
| 2025 Q4 | 1,249 | 905.6M | $38.9B | 88.3% |
| 2025 Q3 | 1,198 | 847.0M | $38.0B | 82.6% |
| 2025 Q2 | 1,179 | 848.9M | $35.8B | 82.8% |
| 2025 Q1 | 1,195 | 835.3M | $38.0B | 81.5% |
| 2024 Q4 | 1,098 | 819.0M | $29.0B | 79.9% |
| 2024 Q3 | 1,048 | 819.4M | $31.1B | 80.0% |
| 2024 Q2 | 988 | 828.5M | $26.6B | 80.8% |
| 2024 Q1 | 1,011 | 823.9M | $28.9B | 80.4% |
| 2023 Q4 | 1,016 | 809.3M | $27.7B | 79.0% |
| 2023 Q3 | 994 | 817.7M | $29.5B | 79.8% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Rogers Matthew C | director | 2026-09-30 | A-Award | 897 | — | 2,436 |
| Lillie Charisse R | director | 2026-09-30 | A-Award | 6 | — | 3,941 |
| Cheshire Marjorie Rodgers | director | 2026-09-30 | A-Award | 511 | — | 11,162 |
| Bowers William P | director | 2026-09-30 | A-Award | 1,067 | — | 22,546 |
| Rogers Matthew C | director | 2026-06-30 | A-Award | 778 | — | 1,524 |
| Lillie Charisse R | director | 2026-06-30 | A-Award | 5 | — | 3,896 |
| Cheshire Marjorie Rodgers | director | 2026-06-30 | A-Award | 442 | — | 10,547 |
| Bowers William P | director | 2026-06-30 | A-Award | 925 | — | 21,266 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2024-06-14 | John Anthony | 9,000 | $0.3M |
| Trailing 12 mo | 0 filings | — | $0M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-07-08 | SCHEDULE 13G/A | BlackRock, Inc. | 10.10% | 103.7M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.51% | 76.9M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-04-23 | SCHEDULE 13G/A | BlackRock, Inc. | 9.00% | 90.7M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2025-10-30 | 2025-11-14 |
| John Hoeven | Senate | BUY | $50,001 - $100,000 | 2019-11-04 | 2019-11-20 |
| John Hoeven | Senate | BUY | $50,001 - $100,000 | 2019-11-04 | 2019-11-19 |
| Patty Murray | Senate | SELL | $1,001 - $15,000 | 2017-06-15 | 2017-06-22 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 3.7M | $150M |
| Wealth Enhancement Advisory Servic | 868,199 | $25M |
| Fjarde Ap-Fonden /Fourth Swedish N | 571,687 | $23M |
| Asr Vermogensbeheer N.V. | 328,233 | $13M |
| Ifm Investors Pty Ltd | 323,794 | $13M |
| Mn Services Vermogensbeheer B.V. | 298,074 | $12M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.1% | $1.3B |
| VSMPX | 0.1% | $1.3B |
| VTI | 0.1% | $1.3B |
| VTSAX | 0.1% | $1.3B |
| VFFSX | 0.1% | $1.1B |
| VFINX | 0.1% | $1.1B |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 7.2M | 73 sh |
| Ubsa Ubs Ats | 5.4M | 65 sh |
| Ebxl Level Ats | 5.2M | 47 sh |
| Sgmt Sigma X2 | 3.6M | 73 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 3.5M | 91 sh |
| Bids Bids Ats | 3.4M | 568 sh |
Moat score 36/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Calvin Butler | Chief Executive Officer, President & Director |
| Jeanne Jones | Executive Vice President of Finance & Strategy |
| Michael A. Innocenzo | Executive Vice President & Chief Operating Officer |
| Colette D. Honorable | Executive VP of Compliance, Chief Legal Officer & Corporate Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | -45.7% | +6.4% | +13.9% | +6.0% | +5.3% |
| Gross profit | -26.5% | +14.6% | +11.1% | +5.4% | -28.0% |
| Operating income | -5.0% | +23.6% | +21.4% | +7.4% | +19.1% |
| Net income | -13.1% | +27.2% | +7.3% | +5.7% | +12.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 17.9 | 19.1 | 21.7 | 23.0 | 24.3 | |
| Cost of revenue | 10.9 | 11.0 | 12.8 | 13.6 | 17.5 | |
| Gross profit | 7.0 | 8.0 | 8.9 | 9.4 | 6.8 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Operating income | 2.7 | 3.3 | 4.0 | 4.3 | 5.1 | |
| EBITDA | 9.4 | 7.2 | 7.9 | 8.2 | 8.8 | |
| D&A | 6.4 | 3.3 | 3.5 | 3.6 | 3.6 | |
| Pretax income | 1.7 | 2.4 | 2.7 | 2.7 | 3.3 | |
| Income tax | 0.0 | 0.3 | 0.4 | 0.2 | 0.5 | |
| Net income | 1.7 | 2.2 | 2.3 | 2.5 | 2.8 | |
| Diluted EPS ($) | 1.74 | 2.08 | 2.34 | 2.45 | 2.74 | |
| Diluted shares (M) | 980 | 987 | 997 | 1,003 | 1,012 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.4 | 0.4 | 0.4 | 1.2 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 3.6 | 3.4 | 3.8 | 5.1 | |
| Total current assets | 7.3 | 8.1 | 8.4 | 9.5 | |
| PP&E (net) | 69.1 | 73.6 | 78.2 | 84.3 | |
| Goodwill + intangibles | 6.6 | 6.6 | 6.6 | 6.6 | |
| Total assets | 95.3 | 101.9 | 107.8 | 116.6 | |
| Accounts payable | 3.4 | 2.8 | 3.0 | 3.7 | |
| Short-term debt | 4.4 | 3.9 | 3.3 | 2.8 | |
| Deferred revenue | 0.0 | 0.4 | 0.5 | 0.0 | |
| Total current liabilities | 10.6 | 9.9 | 9.6 | 10.3 | |
| Long-term debt | 35.7 | 40.1 | 43.3 | 47.4 | |
| Total liabilities | 70.6 | 76.1 | 80.9 | 87.8 | |
| Shareholders' equity | 24.7 | 25.8 | 26.9 | 28.8 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 2.2 | 2.3 | 2.5 | 2.8 | |
| D&A | 3.5 | 2.8 | 2.9 | 3.6 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (2.3) | (0.9) | (1.2) | (1.9) | |
| Operating cash flow | 4.9 | 4.7 | 5.6 | 6.3 | |
| Capital expenditures | (7.1) | (7.4) | (7.1) | (8.5) | |
| Investing cash flow | (7.0) | (7.4) | (7.0) | (8.5) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (1.3) | (1.4) | (1.5) | (1.6) | |
| Debt issuance / (repay) | 5.0 | 4.0 | 2.8 | 3.5 | |
| Financing cash flow | 1.6 | 2.7 | 1.3 | 2.5 | |
| Free cash flow | (2.3) | (2.7) | (1.5) | (2.3) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 5.1% | 7.3% | 9.2% | 9.3% | 9.9% | 10% | |
| ROA | 1.3% | 1.9% | 2.4% | 2.3% | 2.5% | 2.3% | |
| ROIC | 3.6% | 4.4% | 5.0% | 5.4% | 5.5% | 3.8% | |
| Gross margin | 39.1% | 42.1% | 41.1% | 40.8% | 27.9% | 24.5% | |
| Operating margin | 15.0% | 17.4% | 18.5% | 18.8% | 21.2% | 20.8% | |
| Net margin | 9.5% | 11.4% | 10.7% | 10.7% | 11.4% | 11.0% | |
| EBITDA margin | 52.3% | 37.6% | 36.5% | 35.5% | 36.2% | 35.8% | |
| FCF margin | -21.5% | -11.9% | -12.4% | -6.6% | -9.4% | — | |
| VALUATION | |||||||
| P/E | 20.50 | 17.79 | 14.26 | 14.84 | 15.94 | 15.9 | |
| P/B | 1.02 | 1.56 | 1.29 | 1.36 | 1.53 | 1.5 | |
| P/S | 1.51 | 2.02 | 1.53 | 1.59 | 1.82 | 1.77 | |
| P/FCF | -7.04 | -16.96 | -12.28 | -23.89 | -19.39 | -23.4 | |
| EV/EBITDA | 6.88 | 10.60 | 9.90 | 10.12 | 10.64 | 10.6 | |
| EV/Revenue | 2.97 | 4.10 | 3.53 | 3.60 | 3.86 | 3.8 | |
| Earnings yield | 4.9% | 5.6% | 7.0% | 6.7% | 6.3% | 6.24% | |
| FCF yield | -14.2% | -5.9% | -8.1% | -4.2% | -5.2% | -4.28% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.87 | 0.69 | 0.82 | 0.87 | 0.92 | 1.00 | |
| Quick ratio | 0.83 | 0.62 | 0.74 | 0.78 | 0.84 | 0.90 | |
| Debt / equity | 1.00 | 1.62 | 1.71 | 1.73 | 1.76 | 1.76 | |
| Debt / assets | 26.0% | 42.0% | 43.2% | 43.3% | 43.4% | 43.4% | |
| Net debt / EBITDA | 3.39 | 5.37 | 5.62 | 5.66 | 5.62 | 5.63 | |
| Interest coverage | 2.41 | 2.66 | 2.56 | 2.39 | 2.42 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.18 | 0.17 | 0.22 | 0.22 | 0.22 | 0.21 | |
| Receivables turnover | 9.08 | 9.34 | 9.53 | 9.07 | 8.04 | 5.5 | |
| DSO (days) | 40 | 39 | 38 | 40 | 45 | 66 | |
| DPO (days) | 69 | 95 | 89 | 78 | 70 | 66 | |
| Cash conversion cycle | -2 | -34 | -28 | -16 | -7 | 16 | |
| GROWTH (YoY) | |||||||
| Revenue growth | -29.9% | -17.6% | 13.9% | 6.0% | 5.3% | — | |
| Net income growth | -13.1% | 27.2% | 7.3% | 5.6% | 12.5% | — | |
| EPS growth | -13.3% | 24.7% | 7.4% | 5.0% | 11.7% | — | |
| FCF growth | -30.3% | 54.2% | -18.8% | 43.5% | -48.9% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 1.74 | 2.17 | 2.33 | 2.45 | 2.74 | 2.72 | |
| Book value / share | 35.09 | 24.76 | 25.78 | 26.79 | 28.46 | 28.97 | |
| Revenue / share | 23.62 | 19.09 | 21.75 | 22.91 | 23.97 | 24.71 | |
| FCF / share | -5.07 | -2.28 | -2.71 | -1.52 | -2.25 | -1.87 | |
| Cash / share | 0.69 | 0.41 | 0.45 | 0.36 | 1.14 | 1.22 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 1.79% | |
| Altman Z-Score | 0.63 | 0.69 | 0.67 | 0.69 | 0.74 | 0.7 | |
| Piotroski F-Score | 4 | 5 | 8 | 7 | 6 | 6/9 | |
| Beneish M-Score | -2.37 | -2.22 | -2.63 | -2.50 | -3.86 | -2.54 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 0.7 | Distress (<1.81) | Distress |
| Income quality | 2.59 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.54 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.83 |
| Interest burden | 0.63 |
| Operating margin | 20.9% |
| Asset turnover | 0.22× |
| Financial leverage | 4.04× |
| = ROE | 10% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.00 |
| Earnings stability | 0.55 |
| Earnings persistence | 0.98 |
| Revenue CAGR 3y | 8.4% |
| EPS CAGR 3y | 8.4% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| ELC | $45.8B | 4.6 | 13% | 13.7% | +9.5% | 8/9 | -13.9% |
| XEL | $47.7B | 20.8 | 10% | 18.8% | +4.7% | 3/9 | -5.9% |
| ED | $41.4B | 18.3 | 9% | 7.6% | +9.5% | 8/9 | +12.0% |
| ETR | $50.2B | 26.5 | 10% | 13.8% | +9.5% | 6/9 | +10.2% |
| D | $55.9B | 22.0 | 9% | 7.5% | +20.3% | 6/9 | — |
| PEG | $35.6B | 17.7 | 12% | 13.1% | +12.7% | 6/9 | — |
| WEC | $35.4B | 20.9 | 12% | 14.5% | +8.9% | 5/9 | — |
| PCG | $35.1B | 9.5 | 10% | 12.9% | +5.7% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $25.46B | $26.06B / $25.09B | $2.86 | $2.88 / $2.85 | 11 |
| FY2027 | $26.19B | $26.91B / $25.69B | $3.04 | $3.08 / $3.03 | 12 |
| FY2028 | $27.08B | $28.34B / $25.77B | $3.26 | $3.30 / $3.24 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $49.00 | +12.6% | 1 |
| Last Quarter | $49.00 | +12.6% | 3 |
| Last Year | $49.00 | +12.6% | 25 |
| All Time | $48.80 | +12.2% | 46 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $41.40 | +2.10 | +5.07% | Above |
| SMA 50 | $42.87 | +0.63 | +1.47% | Above |
| SMA 200 | $44.89 | -1.39 | -3.10% | Below |
| EMA 9 | $42.28 | +1.22 | +2.89% | Above |
| EMA 21 | $42.03 | +1.47 | +3.50% | Above |
| EMA 50 | $42.77 | +0.73 | +1.71% | Above |
| EMA 200 | $44.07 | -0.57 | -1.29% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $42.77 / $43.13 / $43.79 | S1 / S2 | $42.11 / $41.75 |
| Bollinger (20,2) | $39.58 – $43.23 | Squeeze | Off |
| 52-wk range | $39.73 – $49.71 | Off 52-wk high | -12.5% |
| ATR (14) | $0.75 (1.7%) | Historical vol | 17.1% |
| Computed from live weekly prices | EXC | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.72% | 1.83% |
| Best / worst week (1y) | +6.6% / -7.0% | — |
| Max drawdown (5y, monthly) | -37.8% | — |
| 1-week VaR (95%) | -5.6% | — |
| Beta (5y) | 0.39 | 1.00 |
| Reading | EXC | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +16.8 | -9.5 | -13.6 | -20.5 |
| Trend | +19.0 | -2.4 | -17.2 | -21.3 |
| Momentum | +56.3 | +7.1 | -4.2 | -15.8 |
| Volume | +39.4 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Rowe | $23.5M | 21% equity+incentive |
| Crane | $10.2M | 54% equity+incentive |
| Shattuck | $8.0M | 61% equity+incentive |
| O’Brien | $3.7M | 60% equity+incentive |
| Thayer | $3.2M | 62% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 75 |
| Social | 76 |
| Governance | 75 |
| Composite ESG | 75 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-25 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-04-30 | Shareholder Vote | 5.07 |
| 2026-02-20 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,9.01 |
| 2026-02-03 | Departure/Election of Directors; Appointment of Officers | 5.02 |
| 2025-12-04 | Entry into Material Definitive Agreement; Creation of Direct Financial | 1.01,2.03,3.02,8.01,9.01 |
| 2025-11-26 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
| 2025-11-24 | Regulation FD Disclosure; Financial Statements and Exhibits | 7.01,9.01 |
| 2025-11-18 | Temporary Suspension of Trading Under Employee Benefit Plan; Financial | 5.04,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-03 to 2026-07-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 104 rows · 2000 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-04-28 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-04-23 to 2026-07-08 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.