Genie Energy Ltd. (GNE)
Valuation Overview•Is Genie Energy Ltd. Overvalued or Undervalued?
Commands a premium valuation multiple over its peers, likely pricing in superior execution.
Moderate quality score of 59/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Average quality business weighed down by significant profitability concerns.
Wall Street sentiment is generally neutral. This is paired with healthy capital returns, driven by a balanced mix of reliable dividends and share buybacks.
GNE struggles with subpar profitability and pressured margins. This is backed by a fortress balance sheet, holding significant net cash ($195M) and minimal debt risk.
The company is driving exceptional top-line expansion (16.7% 3Y CAGR) however, earnings have severely contracted over the same period. However, profitability remains a major concern with severely compressed operating margins (0.8%).
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $142.3M | +18.1% | +16.7% | +7.1% | +9.1% | |
| EBITDA | -$1.1M | — | -23.8% | — | — | |
| Net Income | $2.8M | +90.7% | -35.1% | — | — | |
| EPS (Diluted) | $0.11 | +97.8% | -34.6% | +15.6% | — | |
| Free Cash Flow | -$12.5M | -43.4% | -0.4% | +9.1% | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 20.6% | 30.7% | 33.9% | 31.8% |
| Operating Margin | 0.8% | 3.9% | 8.8% | 3.9% |
| Net Margin | 3.4% | 4.1% | 9.8% | 4.8% |
| FCF Margin | 1.0% | 12.3% | 13.7% | 8.2% |
| Quarter | EPS Est. | EPS Act. | Surprise | EPS | Rev |
|---|---|---|---|---|---|
| Q2'26Latest | $0.07 | $0.11 | +57.1% | ||
| Q2'26 | $0.07 | $0.16 | +128.6% | ||
| Q4'25 | $0.56 | $0.27 | -51.8% | ||
| Q3'25 | — | $0.11 | — | ||
| Q2'25 | — | $0.42 | — | ||
| Q1'25 | — | $0.37 | — | ||
| Q4'24 | — | $0.41 | — | ||
| Q3'24 | — | $0.37 | — |
Total return is -45.2% (1Y), lagging the benchmark by -66.1%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +8.0% | +0.7% | — |
| 1Y | -45.2% | -66.1% | +1.1% |
| 3YCAGR | +5.1% | -14.6% | +6.7% |
| 5YCAGR | +23.3% | +10.9% | +24.2% |
| 10YCAGR | +10.2% | -4.0% | — |
The S&P 500 is at 30.6x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Genie Energy Ltd. (GNE) valuation, health, and returns.
Based on peer relative multiples, Genie Energy Ltd. appears Slightly expensive versus peers compared to industry peers.
Genie Energy Ltd. has multiple valuation anchors: Peer Relative Fair Value: $12.18. A convergence of these signals offers higher conviction.
Genie Energy Ltd. displays fair financial health with a composite quality score of 59/100, supported by a Piotroski F-Score of 8/9, Return on Invested Capital (ROIC) of 37.1%.
Genie Energy Ltd. pays a 2.1% dividend yield, covered by a 33% payout ratio with 0 years of growth, supplemented by a 2.2% buyback yield.
Genie Energy Ltd.'s current growth trajectory is Stable. The company achieved +18.1% 1Y revenue growth and +97.8% 1Y EPS growth, compared to its 3Y revenue CAGR of +16.7%.
Wall Street consensus is Hold based on 3 analysts, beating EPS expectations in 50% of recent quarters with a 2-quarter streak. The consensus price target represents a N/A change from current levels.
Investment risks for Genie Energy Ltd. include: -53.0% 1-year max drawdown. Volatility risk is characterized by a beta of 0.50x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.