WallStSmart

American States Water Company (AWR)vsXPLR Infrastructure LP Unit (XIFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

XPLR Infrastructure LP Unit generates 81% more annual revenue ($1.19B vs $658.07M). AWR leads profitability with a 19.8% profit margin vs -2.4%. AWR appears more attractively valued with a PEG of 2.86. AWR earns a higher WallStSmart Score of 56/100 (C).

AWR

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 4.5
Piotroski: 2/9Altman Z: 1.17

XIFR

Hold

39

out of 100

Grade: F

Growth: 4.0Profit: 2.5Value: 5.7Quality: 3.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWRFair Value (-3.5%)

Margin of Safety

-3.5%

Fair Value

$68.55

Current Price

$75.29

$6.74 premium

UndervaluedFair: $68.55Overvalued
XIFRUndervalued (+81.0%)

Margin of Safety

+81.0%

Fair Value

$58.45

Current Price

$10.35

$48.10 discount

UndervaluedFair: $58.45Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWR2 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

XIFR1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Areas to Watch

AWR4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.862/10

Expensive relative to growth rate

EPS GrowthGrowth
-1.2%2/10

Earnings declined 1.2%

Free Cash FlowQuality
$-35.98M2/10

Negative free cash flow — burning cash

XIFR4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$975.01M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.943/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AWR

The strongest argument for AWR centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.8% and operating margin at 28.8%. Revenue growth of 14.8% demonstrates continued momentum.

Bull Case : XIFR

The strongest argument for XIFR centers on Price/Book.

Bear Case : AWR

The primary concerns for AWR are Piotroski F-Score, PEG Ratio, EPS Growth.

Bear Case : XIFR

The primary concerns for XIFR are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.94 is elevated, increasing financial risk.

Key Dynamics to Monitor

AWR profiles as a mature stock while XIFR is a turnaround play — different risk/reward profiles.

XIFR carries more volatility with a beta of 0.91 — expect wider price swings.

AWR is growing revenue faster at 14.8% — sustainability is the question.

AWR generates stronger free cash flow (-36M), providing more financial flexibility.

Bottom Line

AWR scores higher overall (56/100 vs 39/100), backed by strong 19.8% margins and 14.8% revenue growth. XIFR offers better value entry with a 81.0% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American States Water Company

UTILITIES · UTILITIES - REGULATED WATER · USA

American States Water Company provides water and electricity services to residential, commercial, industrial and other customers in the United States. The company is headquartered in San Dimas, California.

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XPLR Infrastructure LP Unit

UTILITIES · UTILITIES - RENEWABLE · USA

XPLR Infrastructure, LP acquires, owns, and manages contracted clean energy projects in the United States. The company is headquartered in Juno Beach, Florida.

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