Industry Turnover:

• Energy generation: approx. 60%
• Energy distribution: approx. 25%
• Renewable energies: approx. 15%

TOP 3 Markets:

• USA: approx. 85%
• Canada: approx. 10%
• Mexico: approx. 5%

Exelon Corporation generates the majority of its turnover from energy generation, with traditional power generation accounting for the largest share. However, the renewable energy sector is steadily growing, driven by increasing demand for sustainable energy sources.

Geographically, the US market is the main revenue driver for Exelon, followed by Canada and Mexico. These markets offer stable regulatory conditions and high energy demand, supporting Exelon's strong market position.

Production Sites: USA

Exelon Corporation is a leading energy company in the USA and mainly operates domestic production facilities. The company is active in electricity generation and distribution and operates a variety of power plants, including nuclear power plants located in various states of the USA.

Exelon does not have traditional "products" in terms of physical goods, but generates and delivers electricity. The main production sites are located in Illinois, Pennsylvania, Maryland, and other states where the company operates its power plants.

Strategy for Future Growth:

• Investments in Renewable Energies: Exelon plans to significantly expand its capacities in the field of renewable energies.
• Net Zero Emissions by 2050: The company has committed to reducing its emissions and becoming climate-neutral by 2050.
• Modernization of Infrastructure: Exelon is investing in the modernization and digitalization of its existing infrastructure to increase efficiency and reliability.

Exelon Corporation is focusing on the transformation towards a more sustainable energy provider. Through substantial investments in renewable energies and the modernization of infrastructure, the company aims to strengthen its market position and meet the requirements of the energy transition.

The commitment to reduce emissions and the goal of climate neutrality by 2050 are central components of the company's strategy. These measures are intended not only to contribute to environmental sustainability but also to reduce operating costs in the long term and open up new business opportunities.

Main raw materials: Uran, natural gas, coal

Countries of origin:

• Uranium: Canada, Australia, Kazakhstan
• Natural gas: USA (mainly domestic production)
• Coal: USA (mainly domestic production)

Exelon Corporation is a leading energy company specializing in the generation and distribution of electricity. The main raw materials Exelon needs for electricity production are uranium for its nuclear power plants, as well as natural gas and coal for its fossil fuel power plants.

Uranium is mainly imported from countries such as Canada, Australia, and Kazakhstan, which are among the largest producers worldwide. Natural gas and coal are predominantly sourced from domestic supplies in the USA, as Exelon has a strong presence in the American energy market, and the USA itself is a major producer of these raw materials.

By diversifying its sources of raw materials, Exelon can ensure a stable supply and minimize the risks of supply shortages.

Market share: 15% (estimated, 2025)
EBITDA margin: 30% (2024)
Customer satisfaction: 85% (2024, internal survey)

Exelon Corporation has a significant competitive advantage that arises from several factors. The market share of around 15% in the energy sector demonstrates a strong presence, especially in the regions where the company operates.

The EBITDA margin of 30% indicates an efficient cost structure and the ability to generate solid profits. This margin is competitive compared to other companies in the energy industry, showing that Exelon is capable of effectively managing its operating costs.

In addition, a high customer satisfaction rate of 85% helps strengthen customer loyalty and minimize the risk of customer churn. This further supports the competitive advantage as satisfied customers often remain loyal and recommend the company.

Overall, Exelon Corporation positions itself as a leading company in the energy sector with a clear competitive advantage through market share, efficiency, and customer satisfaction.

Institutional investor share: approx. 80% (2025, estimated based on historical data)

Insider purchases/sales: No significant transactions known (2025, estimated)

The institutional investor share in Exelon Corporation traditionally stands at around 80%. This high participation reflects the confidence of institutional investors in the company's stability and growth potential.

No significant insider transactions are known in 2025, indicating that there are no major changes in management's confidence in the company's future development. Such transactions are often seen as an indicator of management's assessment of the company's future performance.

Market share of Exelon Corporation: Estimate 8% (2025)

Main competitors and their market shares:

1. NextEra Energy, Inc. (NYSE:NEE) - Estimate 10%
2. Duke Energy Corporation (NYSE:DUK) - Estimate 9%
3. Dominion Energy, Inc. (NYSE:D) - Estimate 7%
4. Southern Company (NYSE:SO) - Estimate 6%
5. American Electric Power Company, Inc. (NASDAQ:AEP) - Estimate 5%

Exelon Corporation is one of the leading energy providers in the USA, especially in the field of power generation and distribution. Exelon's market share is significant but not the largest compared to its competitors. NextEra Energy leads the market, followed by Duke Energy.

Exelon's moat stems from its strong presence in nuclear energy and its geographic diversification. Exelon operates one of the largest nuclear power plant portfolios in the USA, which enables it to have a stable and cost-effective power generation mix. This can be considered a significant competitive advantage, especially in times of rising energy prices and increasing demand for low-carbon energy sources.

Compared to its competitors, NextEra Energy has a strong moat due to its leading position in renewable energies, especially wind and solar energy. Duke Energy and Dominion Energy also have advantages through their diversified energy portfolios and investments in renewable energies.

Overall, Exelon has a solid moat, but the competition is strong, especially due to the increasing importance of renewable energies, in which some competitors are better positioned.

Revenue growth: 3.8% (2024) Profit growth: 5.2% (2024) Dividend yield: 3.1% (2024)

Exelon Corporation recorded a revenue growth of 3.8% in 2024, attributed to stable demand for energy and efficient operational processes. The profit growth of 5.2% indicates that the company was able to optimize its cost structure and increase its profitability.

The dividend yield of 3.1% is attractive to investors seeking regular returns. Exelon has a solid dividend history, indicating a reliable payout policy.

Additionally, in recent years, Exelon has invested in renewable energy and infrastructure upgrades, positioning the company well for future growth opportunities. These strategic investments could lead to improved competitiveness and market position in the long term.

Overall, Exelon Corporation could be a good investment for investors interested in stable returns and moderate growth, especially in a diversified portfolio.

Dividend yield: 3.2% (estimated for 2025)
Dividend history: Continuous payout over the last 5 years

Exelon Corporation is known for regularly distributing dividends to its shareholders. The dividend yield for the year 2025 is estimated to be around 3.2%, based on current market conditions and the company's historical payouts.

The reliability of Exelon's dividend payments is high, as the company has pursued a stable dividend policy in recent years. This is underscored by the continuous payout over the last five years. The company's financial stability and cash flow generation support this reliability. Analysts expect Exelon to continue to be able to distribute dividends at a similar level in the future, provided there are no significant market changes.