Exelon Corporation

EXCUtilities

Sentinellis Health Score

3.7/10

Significant risks

Market Cap

$45.9B

Revenue

$24.3B

P/E Ratio

16.4x

AI Summary

Exelon operates six fully regulated utility companies that buy electricity and natural gas at wholesale, then distribute it to homes, businesses, industrial customers, and public authorities across their service territories [Exelon Corporation]. The company makes money through regulated rates approved by state utility commissions, earning a return on the infrastructure investments they make in power lines, substations, and gas distribution networks [Exelon Corporation].

Exelon is one of the largest utility companies in the United States, serving over 10 million customers through six fully regulated electric and gas distribution utilities [Exelon Corporation]. The company reported strong Q1 2026 results but faces significant financial challenges, including negative free cash flow of -$2.3B and high leverage at 5.7x net debt to EBITDA [Yahoo Finance]. Recent institutional activity shows major funds like American Funds Income Fund and Capital World Investors dramatically increasing stakes, while the company prepares to pay its next dividend on June 4 [EODHD].

Exelon faces significant financial stress with negative free cash flow and elevated debt levels despite steady revenue growth.

Confidence7/10