Exelon Corp.

Exelon Corp.

EXC

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Market Cap$46.88B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Exelon Corp.Exelon Corp.16.73.58%9%1.91.8

Earnings Call Q2 2026

July 30, 2026 - AI Summary

Solid 2Q results; full-year guidance reaffirmed - Reported adjusted operating earnings of $0.43/share in 2Q’26, slightly up YoY from $0.39 (about + $0.04/share). - Reaffirmed 2026 full-year guidance of $2.81–$2.91/share (targeting midpoint “or better”). - 3Q shaping: company expects ~27% of the full-year midpoint (includes storm/weather impacts plus the PECO employee strike at the beginning of July). - Full-year growth outlook: expects annualized earnings growth near the top end of 5%–7% from 2025–2029, supported by ~7.9% annualized rate base growth and disciplined cost/financing.
Customer reliability & storm resilience are a key “good” story—plus measurable benefits - Management emphasized top-quartile reliability leadership; ComEd and PHI projected in the top decile. - Storm stress in Illinois/ComEd: - 16 major weather events for ComEd so far in 2026 (more than in 2 decades). - ~530,000 customers impacted by Monday’s severe storms; power restored to 90% within 48 hours. - Monetizable reliability benefits: company cited ~$1B avoided outage costs in 2025 from top-quartile reliability and nearly 2M fewer annual customer interruptions since 2021.
Regulatory progress across the footprint—but specific filings add risk/overhang - Pepco Maryland: final order expected next month for traditional electric base rate case (recovery of reliability investments + higher financing cost impact). - BGE (Maryland): filed electric distribution rate case (7/2) seeking $156.1M revenue requirement increase; final order expected Jan 2027. Includes storm recovery mechanism and customer payment flexibility; company claims BGE’s own delay/deferral approach was partly used to reduce customer pain. - Delaware (DPL/Delmarva): seeking $45.4M revenue requirement increase; interim rates effective 7/9 subject to refund; final order expected 3Q’27. - ComEd: grid plan proceeding progressing; ~$15.3B investment through 2031, order expected by Dec 15. - Negative risk theme: regulatory outcomes remain uncertain and some jurisdictions are still grappling with affordability pressures and storm/financing cost recovery mechanisms.

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$48.30

Target Price by Analysts

5.4% upsideExelon Target Price DetailsTarget Price
$20.37

Current Fair Value

55.5% downside

Overvalued by 55.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$46.88 Billion
Enterprise Value$98.51 Billion
Dividend Yield$1.64 (3.58%)
Earnings per Share$2.74
Beta0.41
Outstanding Shares1,025,000,000

Return

Return on Equity9.37%ROE
Return on Assets2.31%
Return on Invested Capital4.69%

Valuation & Multiples

P/E Ratio16.72P/E Ratio
PEG1638.82PEG
Price to Sales1.91Price to Sales
Price to Book Ratio1.64Price to Book Ratio
Enterprise Value to Revenue3.89
Enterprise Value to EBIT18.82
Enterprise Value to Net Income35
Total Debt to Enterprise0.54
Debt to Equity1.78Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 30, 2026
EPS Estimate
$0.44
Average shareholder expectation
Revenue Estimate
$5.44 B
Average shareholder expectation

Next Earnings Call

Expected Date
November 3, 2026
EPS Estimate
$0.84
Average shareholder expectation
Revenue Estimate
$6.96 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 41.56%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %4.44% 83.94%
Total Invested$2.10B 95.26%
Investors Holding538 783.00%

ESG Score

No data

About Exelon Corp.

CEO: Christopher Crane

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation, which directly influences the corporate tax burden and financial environment for Exelon.

Finance

This committee controls federal taxation and trade policy, directly impacting Exelon's corporate profitability through tax rates, credits, and potential tariffs on imported equipment or fuel.

Appropriations

This committee allocates specific federal spending, directly influencing potential funding for nuclear energy research, infrastructure upgrades, and clean energy initiatives that could benefit or impact Exelon.

Energy and Natural Resources

This committee directly oversees national energy policy, the Department of Energy, and initiatives related to nuclear power, critically influencing regulations, research funding, and the future landscape for Exelon's industry.

Environment and Public Works

This committee directly regulates the Nuclear Regulatory Commission (NRC), the primary body overseeing nuclear power plant safety, licensing, and operations, making it highly impactful on Exelon's core business and regulatory costs.