Exelon Stock Buy Hold or Sell Recommendation

EXC Stock  USD 37.31  0.75  2.05%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Exelon is 'Strong Hold'. Macroaxis provides Exelon buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Exelon positions. The advice algorithm takes into account all of Exelon's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Exelon's buy or sell advice are summarized below:
Real Value
40.42
Target Price
44.47
Hype Value
37.28
Market Value
37.31
Naive Value
37.22
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Exelon given historical horizon and risk tolerance towards Exelon. When Macroaxis issues a 'buy' or 'sell' recommendation for Exelon, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Exelon Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade Exelon Stock refer to our How to Trade Exelon Stock guide.
In addition, we conduct extensive research on individual companies such as Exelon and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Exelon. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in interest.

Execute Exelon Buy or Sell Advice

The Exelon recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Exelon. Macroaxis does not own or have any residual interests in Exelon or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Exelon's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell ExelonBuy Exelon
Strong Hold

Market Performance

InsignificantDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Exelon has a Risk Adjusted Performance of 0.0536, Jensen Alpha of (0.02), Total Risk Alpha of (0.17), Sortino Ratio of (0.03) and Treynor Ratio of 0.0996
Exelon advice module can be used to check and cross-verify current investment recommendation provided by analysts reviewing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Exelon is not overpriced, please confirm all Exelon fundamentals, including its shares owned by insiders, ebitda, cash flow from operations, as well as the relationship between the price to book and total debt . Given that Exelon has a price to book of 1.42 X, we urge you to verify Exelon market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Exelon Trading Alerts and Improvement Suggestions

The company has 44.01 B in debt with debt to equity (D/E) ratio of 1.64, which is OK given its current industry classification. Exelon has a current ratio of 0.89, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Exelon until it has trouble settling it off, either with new capital or with free cash flow. So, Exelon's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Exelon sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Exelon to invest in growth at high rates of return. When we think about Exelon's use of debt, we should always consider it together with cash and equity.
Exelon has a strong financial position based on the latest SEC filings
Over 85.0% of Exelon shares are held by institutions such as insurance companies
On 15th of March 2024 Exelon paid $ 0.38 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: A Note On Exelon Corporations ROE and Debt To Equity

Exelon Returns Distribution Density

The distribution of Exelon's historical returns is an attempt to chart the uncertainty of Exelon's future price movements. The chart of the probability distribution of Exelon daily returns describes the distribution of returns around its average expected value. We use Exelon price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Exelon returns is essential to provide solid investment advice for Exelon.
Mean Return
0.10
Value At Risk
-1.91
Potential Upside
2.05
Standard Deviation
1.15
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Exelon historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Exelon Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Exelon is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Exelon backward and forwards among themselves. Exelon's institutional investor refers to the entity that pools money to purchase Exelon's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Lazard Asset Management Llc2023-12-31
14.8 M
Ing Investment Management Llc2023-12-31
11.6 M
Neuberger Berman Group Llc2023-12-31
10.8 M
Northern Trust Corp2023-12-31
10.7 M
Norges Bank2023-12-31
10.6 M
Goldman Sachs Group Inc2023-12-31
10.6 M
Putnam Investments Llc2023-12-31
9.7 M
Pictet Asset Manangement Sa2023-12-31
9.5 M
Amvescap Plc.2023-12-31
M
Wellington Management Company Llp2023-12-31
93.1 M
Vanguard Group Inc2023-12-31
90.6 M
Note, although Exelon's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Exelon Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory(87M)(85M)(141M)(121M)(45M)(47.3M)
Change In Cash(659M)44M453M(529M)11M11.6M
Free Cash Flow(589M)(3.8B)(5.0B)(2.3B)(2.7B)(2.6B)
Other Non Cash Items(262M)346M(138M)1.2B110M104.5M
Dividends Paid1.4B1.5B1.5B1.3B(1.4B)(1.4B)
Capital Expenditures7.2B8.0B8.0B7.1B7.4B4.4B
Net Income3.0B2.0B1.8B2.2B2.3B1.8B
End Period Cash Flow1.1B1.2B1.6B1.1B1.1B1.1B
Depreciation5.8B6.5B6.4B3.5B2.8B3.5B
Change To Netincome619M138M(1.1B)217M195.3M185.5M
Investments(36M)3.6B3.8B(7.0B)(7.4B)(7.0B)
Change Receivables(243M)697M(703M)(1.2B)(1.1B)(1.0B)
Net Borrowings1.3B1.7B3.1B5.0B5.8B6.1B

Exelon Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Exelon or Electric Utilities sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Exelon's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Exelon stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.02
β
Beta against NYSE Composite0.91
σ
Overall volatility
1.18
Ir
Information ratio -0.03

Exelon Volatility Alert

Exelon has relatively low volatility with skewness of 0.68 and kurtosis of 1.78. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Exelon's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Exelon's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Exelon Implied Volatility

Exelon's implied volatility exposes the market's sentiment of Exelon stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Exelon's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Exelon stock will not fluctuate a lot when Exelon's options are near their expiration.

Exelon Fundamentals Vs Peers

Comparing Exelon's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Exelon's direct or indirect competition across all of the common fundamentals between Exelon and the related equities. This way, we can detect undervalued stocks with similar characteristics as Exelon or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Exelon's fundamental indicators could also be used in its relative valuation, which is a method of valuing Exelon by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Exelon to competition
FundamentalsExelonPeer Average
Return On Equity0.0922-0.31
Return On Asset0.0256-0.14
Profit Margin0.11 %(1.27) %
Operating Margin0.20 %(5.51) %
Current Valuation80.13 B16.62 B
Shares Outstanding999.73 M571.82 M
Shares Owned By Insiders0.13 %10.09 %
Shares Owned By Institutions85.34 %39.21 %
Number Of Shares Shorted18.19 M4.71 M
Price To Earning19.90 X28.72 X
Price To Book1.42 X9.51 X
Price To Sales1.72 X11.42 X
Revenue21.73 B9.43 B
Gross Profit8.11 B27.38 B
EBITDA7.93 B3.9 B
Net Income2.33 B570.98 M
Cash And Equivalents816 M2.7 B
Cash Per Share0.83 X5.01 X
Total Debt44.01 B5.32 B
Debt To Equity1.64 %48.70 %
Current Ratio0.91 X2.16 X
Book Value Per Share25.78 X1.93 K
Cash Flow From Operations4.7 B971.22 M
Short Ratio2.02 X4.00 X
Earnings Per Share2.34 X3.12 X
Price To Earnings To Growth2.64 X4.89 X
Target Price39.29
Number Of Employees19.96 K18.84 K
Beta0.61-0.15
Market Capitalization37.3 B19.03 B
Total Asset101.55 B29.47 B
Retained Earnings5.49 B9.33 B
Working Capital(1.81 B)1.48 B
Note: Acquisition by John Young of 1017 shares of Exelon subject to Rule 16b-3 [view details]

Exelon Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Exelon . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Exelon Buy or Sell Advice

When is the right time to buy or sell Exelon? Buying financial instruments such as Exelon Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total34.5B40.1B44.0B46.2B
Total Assets133.0B95.3B101.5B69.2B

Use Investing Ideas to Build Portfolios

In addition to having Exelon in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Real Estate ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Real Estate ETFs theme has 66 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Real Estate ETFs Theme or any other thematic opportunities.
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When determining whether Exelon offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Exelon's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Exelon Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Exelon Stock:
Check out Exelon Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For information on how to trade Exelon Stock refer to our How to Trade Exelon Stock guide.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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Is Exelon's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Exelon. If investors know Exelon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Exelon listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.442
Dividend Share
1.44
Earnings Share
2.34
Revenue Per Share
21.814
Quarterly Revenue Growth
0.15
The market value of Exelon is measured differently than its book value, which is the value of Exelon that is recorded on the company's balance sheet. Investors also form their own opinion of Exelon's value that differs from its market value or its book value, called intrinsic value, which is Exelon's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Exelon's market value can be influenced by many factors that don't directly affect Exelon's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Exelon's value and its price as these two are different measures arrived at by different means. Investors typically determine if Exelon is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Exelon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.