WallStSmart

California Water Service Group (CWT)vsXPLR Infrastructure LP Unit (XIFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

XPLR Infrastructure LP Unit generates 19% more annual revenue ($1.19B vs $1.00B). CWT leads profitability with a 12.8% profit margin vs -2.4%. CWT appears more attractively valued with a PEG of 2.12. CWT earns a higher WallStSmart Score of 47/100 (D+).

CWT

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 6.0Quality: 2.8
Piotroski: 1/9Altman Z: 0.74

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

CWTUndervalued (+29.8%)

Margin of Safety

+29.8%

Fair Value

$62.85

Current Price

$42.24

$20.61 discount

UndervaluedFair: $62.85Overvalued
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

CWT1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

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

Reasonable price relative to book value

Areas to Watch

CWT4 concerns · Avg: 3.0/10
PEG RatioValuation
2.124/10

Expensive relative to growth rate

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

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 : CWT

The strongest argument for CWT centers on Price/Book.

Bull Case : XIFR

The strongest argument for XIFR centers on Price/Book.

Bear Case : CWT

The primary concerns for CWT are PEG Ratio, Return on Equity, Piotroski F-Score.

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

CWT profiles as a declining 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.

CWT is growing revenue faster at -1.0% — sustainability is the question.

CWT generates stronger free cash flow (-104M), providing more financial flexibility.

Bottom Line

CWT scores higher overall (47/100 vs 39/100). XIFR offers better value entry with a 81.0% margin of safety. Both earn "Hold" 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.

California Water Service Group

UTILITIES · UTILITIES - REGULATED WATER · USA

California Water Service Group provides public water and related services in California, Washington, New Mexico and Hawaii. The company is headquartered in San Jose, 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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