XIFR Stock Analysis: XPLR Infrastructure Unit | NYSE
Utilities - Renewable | NYSE, USA | Market Cap: 728m USD | 12M Return: -24.2% | US65341B1061 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 16.1M
EPS Trend: -36.3%
Qual. Beats: 0
Rev. Trend: 78.3%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.9 years of data, until 10/2026
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, ≥40 worth a closer look and ≥60 is strong.
XPLR Infrastructure, LP (NYSE: XIFR) is a U.S.-based limited partnership operating in the energy sector, with a portfolio of contracted clean energy assets that includes wind, solar, and battery storage projects. Formerly known as NextEra Energy Partners, LP, the company was renamed XPLR Infrastructure, LP in January 2025, and is headquartered in Juno Beach, Florida. It was incorporated in 2014 and is classified within the utilities sector, specifically the renewable electricity sub-industry. As a yieldco-style partnership, XPLR Infrastructure typically generates revenue through long-term power purchase agreements with utility off-takers, a business model designed to provide stable, contracted cash flows backed by renewable energy assets.
- XIFR converts to C-corp structure to broaden investor base
- Asset sale proceeds accelerate debt reduction and distribution coverage
- AI data center demand lifts long-term renewable PPA pricing
| Net Income: 151.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.00 > 0.02 and ΔFCF/TA -0.83 > 1.0 |
| NWC/Revenue: -11.16% < 20% (prev -33.31%; Δ 22.15% < -1%) |
| CFO/TA 0.02 > 3% & CFO 284.0m > Net Income 151.0m |
| Net Debt (5.59b) to EBITDA (790.0m): 7.08 < 3 |
| Current Ratio: 0.88 > 1.5 & < 3 |
| Outstanding Shares: last quarter (94.3m) vs 12m ago 0.32% < -2% |
| Gross Margin: 22.23% > 18% (prev 49.63%; Δ -27.40% > 0.5%) |
| Asset Turnover: 6.42% > 50% (prev 6.44%; Δ -0.02% > 0%) |
| Interest Coverage Ratio: 0.50 > 6 (EBIT TTM 154.0m / Interest Expense TTM 309.0m) |
| DSRI: 0.88 (Receivables 236.0m/272.0m, Revenue 1.22b/1.23b) |
| GMI: 2.23 (GM 49.63% / 22.23%) |
| AQI: 0.98 (AQ_t 0.15 / AQ_t-1 0.15) |
| SGI: 0.99 (Revenue 1.22b / 1.23b) |
| TATA: -0.01 (NI 151.0m - CFO 284.0m) / TA 18.8b) |
| Beneish M = -2.03 (Cap -4..+1) = BB |
As of November 12, 2026, the stock is trading at USD 7.36 with a total of 1,252,356 shares traded. Over the past week, the price has changed by -4.66%, over one month by -28.61%, over three months by -35.72% and over the past year by -24.20%.
Current recommended Stop Loss: 6.90 (which is 6.2% or 1.4 ATR below the current price).
XPLR Infrastructure Unit has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold XIFR.
- StrongBuy: 2
- Buy: 1
- Hold: 8
- Sell: 1
- StrongSell: 2
| Analysts Target Price | 11.8 | 60.6% |
P/E Trailing = 4.8553
P/E Forward = 6.6269
P/S = 0.6057
P/B = 0.2374
P/EG = 4.1746
Revenue TTM = 1.22b USD
EBIT TTM = 154.0m USD
EBITDA TTM = 790.0m USD
Long Term Debt = 5.44b USD (from longTermDebt, last fiscal year)
Short Term Debt = 671.0m USD (from shortTermDebt, last quarter)
Debt = 6.10b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 5.59b USD (calculated: Debt 6.10b - CCE 505.0m)
Enterprise Value = 6.32b USD (728.0m + Debt 6.10b - CCE 505.0m)
Interest Coverage Ratio = 0.50 (Ebit TTM 154.0m / Interest Expense TTM 309.0m)
EV/FCF = -109.0x (Enterprise Value 6.32b / FCF TTM -58.0m)
FCF Yield = -0.92% (FCF TTM -58.0m / Enterprise Value 6.32b)
FCF Margin = -4.76% (FCF TTM -58.0m / Revenue TTM 1.22b)
Net Margin = 12.39% (Net Income TTM 151.0m / Revenue TTM 1.22b)
Gross Margin = 22.23% ((Revenue TTM 1.22b - Cost of Revenue TTM 948.0m) / Revenue TTM)
Gross Margin QoQ = 25.0% (prev 60.33%)
Tobins Q-Ratio = 0.34 (Enterprise Value 6.32b / Total Assets 18.8b)
Interest Expense / Debt = 5.07% (Interest Expense 309.0m / Debt 6.10b)
Taxrate = 6.06% (6.00m / 99.0m)
NOPAT = 144.7m (EBIT 154.0m * (1 - 6.06%))
Current Ratio = 0.88 (Total Current Assets 990.0m / Total Current Liabilities 1.13b)
Debt / Equity = 1.86 (Debt 6.10b / totalStockholderEquity, last quarter 3.28b)
Debt / EBITDA = 7.08 (Net Debt 5.59b / EBITDA 790.0m)
Debt / FCF = -96.41 (negative FCF - burning cash) (Net Debt 5.59b / FCF TTM -58.0m)
Total Stockholder Equity = 3.23b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.80% (Net Income 151.0m / Total Assets 18.8b)
RoE = 4.68% (Net Income TTM 151.0m / Total Stockholder Equity 3.23b)
RoCE = 1.78% (EBIT 154.0m / Capital Employed (Equity 3.23b + L.T.Debt 5.44b))
RoIC = 0.79% (NOPAT 144.7m / Invested Capital 18.3b)
WACC = 5.28% (E(728.0m)/V(6.82b) * Re(9.61%) + D(6.10b)/V(6.82b) * Rd(5.07%) * (1-Tc(0.06)))
Discount Rate = 9.61% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 96.42 | Cagr: 0.38%
[DCF] Fair Price = unknown (Cash Flow -58.0m)
EPS Correlation: -36.31 | EPS CAGR: -21.81% | SUE: 0.45 | # QB: 0
Revenue Correlation: 78.32 | Revenue CAGR: 11.52% | SUE: -0.35 | # QB: 0
EPS current Quarter (2027-03-31): EPS=0.61 | Chg30d=+0.00% | Revisions=-25% | Analysts=1
EPS current Year (2026-12-31): EPS=1.69 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=-37.3% | GrowthRev=+10.3%
EPS next Year (2027-12-31): EPS=-1.86 | Chg30d=-220.69% | Revisions=-25% | GrowthEPS=-210.1% | GrowthRev=+6.0%