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Exelon Corporation is a utility services holding company that provides energy generation and distribution, contributing to the power infrastructure essential for AI data centers.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer energy
Sentiment 58.0%
USD Mkt Cap44.47B
USD Revenue25.33B
USD Net Income2.78B
P/E15.87
fwd P/E14.21
PEG2.35
Price 3M-6.0%
Price 6M-13.1%
Price 1Y+1.6%
Price 2Y+13.7%
USD Share Price43.31
Price History
Price & Size
Price 43.16 USD
Market Cap 44.47B USD
Shares Outstanding 1.03B
Shares Float 1.03B
52w Low 42.58 USD
52w High 50.65 USD
Avg Volume 8.27M
Valuation
P/E (trailing) 15.9x
P/E (forward) 14.2x
P/B 1.50x
Enterprise Value 95.41B USD
Book Value / Share 28.77 USD
PEG Ratio 2.35x
P/S 1.76x
EV / Revenue 3.77x
EV / EBITDA 11.42x
Income
Revenue 25.33B USD
Revenue / Share 24.85 USD
EBITDA 8.35B USD
Net Income 2.78B USD
EPS (trailing) 2.72 USD
EPS (forward) 3.04 USD
Margins & Profitability
Gross Margin 42.4%
Operating Margin 16.6%
Profit Margin 11.0%
EBITDA Margin 33.0%
Return on Equity 9.7%
Return on Assets 2.8%
Growth
Revenue Growth 9.9%
Earnings Growth -0.2%
Cash & Debt
Total Cash 1.81B USD
Total Debt 52.67B USD
Free Cash Flow -2.69B USD
Operating Cash Flow 7.21B USD
Debt / Equity 1.77x
Current Ratio 1.09x
Quick Ratio 0.72x
Dividend
Rate 1.68 USD
Yield 3.9%
Payout Ratio 60.3%
Ex-Date 2026-09-04
Risk
Beta 0.39
Analyst Consensus
Target (Mean) 48.88 USD
Target (Median) 48.00 USD
Target (High) 58.00 USD
Target (Low) 41.00 USD
Recommendation hold
# Analysts 17
Identifiers
ISINUS30161N1019
CUSIP30161N101
FIGIBBG000J6XT05
SEDOLB4Z1M20
Sentiment 58.0%
Positive drivers

Growing electricity demand from AI data centers has boosted long-term revenue visibility for Exelon's nuclear fleet. Stable regulatory outcomes in key markets supported consistent earnings guidance. Dividend reliability continued to attract income-focused investors amid market volatility.

Neutral / mixed

Utility sector performance remained closely tied to interest rate movements and broader economic indicators. Mixed quarterly results reflected typical seasonal variations in energy consumption. Ongoing grid modernization investments balanced near-term costs with future efficiency gains.

Negative drivers

Rising operational costs from fuel and maintenance pressures weighed on margins during the period. Regulatory scrutiny over nuclear plant safety added uncertainty to expansion plans. Competition from renewable alternatives and potential policy shifts posed downside risks.

Bottom line

Sentiment for Exelon stayed mildly positive, driven by AI-related power demand tailwinds offsetting typical utility headwinds. The stock reflected a defensive profile with moderate upside potential in the analyzed window.