Is Genie Energy Stock a Good Investment?
Genie Energy Investment Advice | GNE |
- Examine Genie Energy's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Genie Energy's leadership team and their track record. Good management can help Genie Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Electric Utilities space and any emerging trends that could impact Genie Energy's business and its evolving consumer preferences.
- Compare Genie Energy's performance and market position to its competitors. Analyze how Genie Energy is positioned in terms of product offerings, innovation, and market share.
- Check if Genie Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Genie Energy's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Genie Energy stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Genie Energy is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Genie Energy Stock
Researching Genie Energy's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company shares are held by company insiders. The book value of Genie Energy was currently reported as 7.04. The company last dividend was issued on the 18th of February 2025.
To determine if Genie Energy is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Genie Energy's research are outlined below:
| Genie Energy generated a negative expected return over the last 90 days | |
| Genie Energy has a strong financial position based on the latest SEC filings | |
| About 21.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Tejara Capital Ltd Invests 3.21 Million in Genesis Energy, L.P. |
Genie Energy uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Genie Energy. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Genie Energy's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 11th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Genie Energy's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Genie Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2014-03-17 | 2013-12-31 | -0.05 | -0.0386 | 0.0114 | 22 | ||
2020-03-12 | 2019-12-31 | 0.18 | 0.2 | 0.02 | 11 | ||
2013-11-06 | 2013-09-30 | 0.04 | 0.08 | 0.04 | 100 | ||
2014-08-07 | 2014-06-30 | -0.18 | -0.24 | -0.06 | 33 | ||
2013-08-08 | 2013-06-30 | -0.24 | -0.32 | -0.08 | 33 | ||
2013-05-07 | 2013-03-31 | 0.02 | -0.09 | -0.11 | 550 | ||
2019-05-06 | 2019-03-31 | 0.05 | 0.21 | 0.16 | 320 | ||
2014-11-05 | 2014-09-30 | -0.02 | -0.22 | -0.2 | 1000 |
Genie Energy Analyst Ratings
Genie Energy's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Genie Energy stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Genie Energy's financials, market performance, and future outlook by experienced professionals. Genie Energy's historical ratings below, therefore, can serve as a valuable tool for investors.Know Genie Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Genie Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Genie Energy backward and forwards among themselves. Genie Energy's institutional investor refers to the entity that pools money to purchase Genie Energy's securities or originate 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 | Americana Partners, Llc | 2024-12-31 | 159.2 K | Goldman Sachs Group Inc | 2024-12-31 | 126.7 K | Northern Trust Corp | 2024-12-31 | 125.6 K | Hpm Partners Llc | 2024-12-31 | 93.3 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 91.4 K | Nuveen Asset Management, Llc | 2024-12-31 | 82.3 K | Martingale Asset Management L P | 2024-12-31 | 78.4 K | Mackenzie Investments | 2024-12-31 | 75.3 K | Allspring Global Investments Holdings, Llc | 2024-12-31 | 59.3 K | Vanguard Group Inc | 2024-12-31 | 1.3 M | Blackrock Inc | 2024-12-31 | 1.2 M |
Genie Energy's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 400.01 M.Market Cap |
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Genie Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.06 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.03 | 0.06 | |
| Return On Equity | 0.07 | 0.11 |
Determining Genie Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if Genie Energy is a good buy. For example, gross profit margin measures Genie Energy's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Genie Energy's profitability and make more informed investment decisions.
Please note, the presentation of Genie Energy's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Genie Energy's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Genie Energy's management manipulating its earnings.
Evaluate Genie Energy's management efficiency
Genie Energy has Return on Asset of 0.0803 % which means that on every $100 spent on assets, it made $0.0803 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0835 %, implying that it generated $0.0835 on every 100 dollars invested. Genie Energy's management efficiency ratios could be used to measure how well Genie Energy manages its routine affairs as well as how well it operates its assets and liabilities. At present, Genie Energy's Return On Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.11, whereas Return On Capital Employed is forecasted to decline to 0.04. At present, Genie Energy's Non Currrent Assets Other are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 51 M, whereas Total Current Assets are forecasted to decline to about 145.5 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 6.71 | 3.44 | |
| Tangible Book Value Per Share | 6.14 | 6.45 | |
| Enterprise Value Over EBITDA | 15.18 | 15.94 | |
| Price Book Value Ratio | 2.19 | 2.59 | |
| Enterprise Value Multiple | 15.18 | 15.94 | |
| Price Fair Value | 2.19 | 2.59 | |
| Enterprise Value | 67.7 M | 72.5 M |
Leadership effectiveness at Genie Energy is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Basic technical analysis of Genie Stock
As of the 21st of March, Genie Energy retains the Market Risk Adjusted Performance of 0.0176, risk adjusted performance of 0.0119, and Downside Deviation of 1.73. Genie Energy technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Please check out Genie Energy maximum drawdown, and the relationship between the information ratio and downside variance to decide if Genie Energy is priced fairly, providing market reflects its last-minute price of 14.79 per share. Given that Genie Energy has jensen alpha of 0.0416, we strongly advise you to confirm Genie Energy's regular market performance to make sure the company can sustain itself at a future point.Genie Energy's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Genie Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Genie Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Genie Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Genie Energy's Outstanding Corporate Bonds
Genie Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Genie Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Genie bonds can be classified according to their maturity, which is the date when Genie Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Understand Genie Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Genie Energy's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0119 | |||
| Market Risk Adjusted Performance | 0.0176 | |||
| Mean Deviation | 1.35 | |||
| Semi Deviation | 1.7 | |||
| Downside Deviation | 1.73 | |||
| Coefficient Of Variation | 13001.51 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.23 | |||
| Information Ratio | 0.0438 | |||
| Jensen Alpha | 0.0416 | |||
| Total Risk Alpha | 0.1554 | |||
| Sortino Ratio | 0.0454 | |||
| Treynor Ratio | 0.0076 | |||
| Maximum Drawdown | 9.4 | |||
| Value At Risk | (3.04) | |||
| Potential Upside | 3.29 | |||
| Downside Variance | 3.01 | |||
| Semi Variance | 2.9 | |||
| Expected Short fall | (1.45) | |||
| Skewness | 0.1709 | |||
| Kurtosis | 0.6587 |
| Risk Adjusted Performance | 0.0119 | |||
| Market Risk Adjusted Performance | 0.0176 | |||
| Mean Deviation | 1.35 | |||
| Semi Deviation | 1.7 | |||
| Downside Deviation | 1.73 | |||
| Coefficient Of Variation | 13001.51 | |||
| Standard Deviation | 1.8 | |||
| Variance | 3.23 | |||
| Information Ratio | 0.0438 | |||
| Jensen Alpha | 0.0416 | |||
| Total Risk Alpha | 0.1554 | |||
| Sortino Ratio | 0.0454 | |||
| Treynor Ratio | 0.0076 | |||
| Maximum Drawdown | 9.4 | |||
| Value At Risk | (3.04) | |||
| Potential Upside | 3.29 | |||
| Downside Variance | 3.01 | |||
| Semi Variance | 2.9 | |||
| Expected Short fall | (1.45) | |||
| Skewness | 0.1709 | |||
| Kurtosis | 0.6587 |
Consider Genie Energy's intraday indicators
Genie Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Genie Energy stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 14.79 | |||
| Day Typical Price | 14.79 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) |
Genie Energy Corporate Filings
10K | 14th of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 10th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 11th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 12th of December 2024 Other Reports | ViewVerify |
Genie Stock media impact
Far too much social signal, news, headlines, and media speculation about Genie Energy that are available to investors today. That information is available publicly through Genie media outlets and privately through word of mouth or via Genie internal channels. However, regardless of the origin, that massive amount of Genie data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Genie Energy news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Genie Energy relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Genie Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Genie Energy alpha.
Genie Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Genie Energy can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Genie Energy Corporate Directors
| Alan Rosenthal | Independent Director | Profile | |
| Joyce Mason | Director, Corporate Secretary | Profile | |
| Joyce Esq | Corporate Director | Profile | |
| Allan Sass | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Genie Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors. For information on how to trade Genie Stock refer to our How to Trade Genie Stock guide.You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Electric Utilities space 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 Genie Energy. If investors know Genie 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 Genie Energy 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 (0.28) | Dividend Share 0.3 | Earnings Share 0.57 | Revenue Per Share | Quarterly Revenue Growth (0.02) |
The market value of Genie Energy is measured differently than its book value, which is the value of Genie that is recorded on the company's balance sheet. Investors also form their own opinion of Genie Energy's value that differs from its market value or its book value, called intrinsic value, which is Genie Energy'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 Genie Energy's market value can be influenced by many factors that don't directly affect Genie Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Genie Energy's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Genie Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Genie Energy'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.