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Exelon Corporation (EXC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US30161N1019

CUSIP

30161N101

Sector

Utilities

IPO Date

Jan 2, 1980

Highlights

Market Cap

$36.39B

EPS (TTM)

$2.43

PE Ratio

14.91

PEG Ratio

2.14

Total Revenue (TTM)

$22.93B

Gross Profit (TTM)

$7.56B

EBITDA (TTM)

$8.16B

Year Range

$32.02 - $40.78

Target Price

$42.78

Short %

1.70%

Short Ratio

2.65

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EXC vs. CEG EXC vs. XLU EXC vs. AQN.TO EXC vs. VYM EXC vs. VOO EXC vs. NEE EXC vs. SCHD EXC vs. ^GSPC EXC vs. SO EXC vs. XEL
Popular comparisons:
EXC vs. CEG EXC vs. XLU EXC vs. AQN.TO EXC vs. VYM EXC vs. VOO EXC vs. NEE EXC vs. SCHD EXC vs. ^GSPC EXC vs. SO EXC vs. XEL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Exelon Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%JulyAugustSeptemberOctoberNovemberDecember
11,436.30%
5,507.84%
EXC (Exelon Corporation)
Benchmark (^GSPC)

Returns By Period

Exelon Corporation had a return of 7.42% year-to-date (YTD) and 9.96% in the last 12 months. Over the past 10 years, Exelon Corporation had an annualized return of 7.13%, while the S&P 500 had an annualized return of 11.06%, indicating that Exelon Corporation did not perform as well as the benchmark.


EXC

YTD

7.42%

1M

-4.42%

6M

8.61%

1Y

9.96%

5Y*

6.44%

10Y*

7.13%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of EXC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.04%2.96%5.95%0.03%0.92%-7.83%7.48%3.44%6.46%-3.08%1.68%7.42%
2023-2.41%-3.44%3.71%1.31%-5.78%2.75%2.75%-3.30%-5.81%3.04%-0.18%-6.78%-13.96%
20220.33%3.82%11.91%-1.78%5.82%-7.79%2.58%-4.85%-14.69%3.02%8.14%4.50%8.29%
2021-1.56%-7.12%14.42%2.74%1.30%-1.80%5.62%5.58%-1.39%10.03%-0.16%9.54%41.49%
20204.39%-8.72%-14.61%0.73%4.44%-5.27%6.39%-3.45%-3.12%11.55%3.89%2.80%-3.87%
20195.90%2.51%3.17%1.64%-4.94%-0.29%-6.01%5.73%2.22%-5.84%-1.59%2.68%4.28%
2018-2.28%-2.91%5.32%1.72%5.20%2.92%-0.24%3.67%-0.11%0.34%6.69%-2.78%18.33%
20171.10%3.28%-1.99%-3.75%5.88%-0.66%6.29%-0.36%-0.53%6.74%4.55%-5.51%15.08%
20166.48%7.54%13.88%-2.15%-1.45%6.10%2.53%-7.97%-2.09%2.34%-3.62%9.17%32.72%
2015-2.80%-5.04%-0.91%1.22%0.37%-7.12%2.13%-3.21%-3.45%-5.99%-1.12%1.68%-22.15%
20145.88%5.98%10.36%4.38%6.06%-0.95%-14.80%8.59%2.00%7.33%-0.33%2.52%40.53%
20135.72%0.23%11.26%8.79%-15.72%-1.47%-0.94%0.68%-2.79%-3.71%-4.66%1.78%-3.51%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EXC is 65, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EXC is 6565
Overall Rank
The Sharpe Ratio Rank of EXC is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of EXC is 6262
Sortino Ratio Rank
The Omega Ratio Rank of EXC is 5959
Omega Ratio Rank
The Calmar Ratio Rank of EXC is 6565
Calmar Ratio Rank
The Martin Ratio Rank of EXC is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Exelon Corporation (EXC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EXC, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.622.10
The chart of Sortino ratio for EXC, currently valued at 0.98, compared to the broader market-4.00-2.000.002.004.000.982.80
The chart of Omega ratio for EXC, currently valued at 1.12, compared to the broader market0.501.001.502.001.121.39
The chart of Calmar ratio for EXC, currently valued at 0.37, compared to the broader market0.002.004.006.000.373.09
The chart of Martin ratio for EXC, currently valued at 2.24, compared to the broader market-5.000.005.0010.0015.0020.0025.002.2413.49
EXC
^GSPC

The current Exelon Corporation Sharpe ratio is 0.62. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Exelon Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.62
2.10
EXC (Exelon Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Exelon Corporation provided a 4.11% dividend yield over the last twelve months, with an annual payout of $1.52 per share. The company has been increasing its dividends for 9 consecutive years.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.52$1.44$1.35$1.09$1.09$1.04$0.98$0.94$0.90$0.88$0.88$1.04

Dividend yield

4.11%4.01%3.13%2.65%3.63%3.18%3.06%3.33%3.56%4.47%3.34%5.31%

Monthly Dividends

The table displays the monthly dividend distributions for Exelon Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.38$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$1.52
2023$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.44
2022$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$1.35
2021$0.00$0.00$0.27$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.09
2020$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.09
2019$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$1.04
2018$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.98
2017$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.94
2016$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.90
2015$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.88
2014$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.88
2013$0.37$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$1.04

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.1%
Exelon Corporation has a dividend yield of 4.11%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%61.8%
Exelon Corporation has a payout ratio of 61.79%, which is quite average when compared to the overall market. This suggests that Exelon Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.62%
-2.62%
EXC (Exelon Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Exelon Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Exelon Corporation was 62.26%, occurring on Jan 3, 2014. Recovery took 1971 trading sessions.

The current Exelon Corporation drawdown is 18.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.26%Jul 11, 20081381Jan 3, 20141971Nov 1, 20213352
-40.75%Dec 28, 2000206Oct 26, 2001485Oct 1, 2003691
-35.87%May 25, 1999131Nov 29, 1999180Aug 15, 2000311
-35.33%Feb 14, 1996296Apr 16, 1997275May 19, 1998571
-34.75%Dec 18, 1989173Aug 23, 1990251Aug 21, 1991424

Volatility

Volatility Chart

The current Exelon Corporation volatility is 5.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
5.30%
3.79%
EXC (Exelon Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Exelon Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Exelon Corporation compared to its peers in the Utilities - Diversified industry.


PE Ratio
10.020.030.040.014.9
The chart displays the price to earnings (P/E) ratio for EXC in comparison to other companies of the Utilities - Diversified industry. Currently, EXC has a PE value of 14.9. This PE ratio falls in the average range for the industry.
PEG Ratio
2.04.06.08.02.1
The chart displays the price to earnings to growth (PEG) ratio for EXC in comparison to other companies of the Utilities - Diversified industry. Currently, EXC has a PEG value of 2.1. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Exelon Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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