Expand Energy (EXE) is a oil & gas exploration & production company in the Energy sector. Listed on the NASDAQ, Expand Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $88.56.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $88.56 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 20.01% |
| Risk / Std Dev (Annualized) | 35.14% |
| Sharpe Ratio (rf=4.5%) | 0.44 |
S&P 500 Context
- Sector: Energy
- Sub-Industry: Oil & Gas Exploration & Production
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 20.01% with an annualized volatility of 35.14%. The Sharpe ratio of 0.44 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 21.19B |
| Enterprise Value | 24.03B |
| Trailing P/E | 6.6 |
| Forward P/E | 9.24 |
| Price to Book | 1.09 |
| Price to Sales | 1.64 |
| EV/Revenue | 1.85 |
| EV/EBITDA | 3.24 |
| Profitability | | | Profit Margin | 24.91% | | Operating Margin | 34.04% | | ROE | 17.57% | | ROA | 9.67% |
| Growth | | | Revenue Growth | 41.0% |
| Dividend | | | Dividend Yield | 360.0% | | Payout Ratio | 23.74% | | 5Y Avg Yield | 439.0% |
| Financial Health | | | Total Revenue | 12.96B | | Total Debt | 5.06B | | Total Cash | 2.22B | | Free Cash Flow | 1.7B | | Operating Cash Flow | 5.88B |
| Price & Technical | | | 52W High | $126.62$ | | 52W Low | $88.36$ | | 50-Day Avg | $97.46$ | | 200-Day Avg | $104.59$ | | Beta | 0.32 | | Shares Outstanding | 0.24B | | Float Shares | 0.24B | | Insider Holdings | 0.3% | | Institutional Holdings | 92.52% | | Short Ratio | 2.11 | | Short % of Float | 2.6% |
| Analyst Targets | | | Target High | $160.0$ | | Target Low | $100.0$ | | Target Mean | $130.04$ | | Target Median | $133.0$ | | # of Analysts | 25 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.