XPLR Infrastructure, LP (XIFR) Fair Value & Analysis
Utilities · US · Market cap $1.1B
XPLR Infrastructure, LP
XIFR · US
Fair value as of: Jul 25, 2026
From 4 valuation models · updated 16 days ago
Share price −8.3% over the past month.
Below-average quality, screening 68% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (31/100). That raises the risk this is a value trap rather than a bargain.
- The model range is unusually wide ($3.84 to $37.87). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 25, 2026.
How to read this chart
60‑month range $7.96 – $67.97 · fair‑value band $3.84 – $37.87 · the $11.44 price screens below the $19.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 25, 2026.
Analysis
XPLR Infrastructure, LP (XIFR) currently trades at $11.44, while our model-based Fair Value estimate is $19.18, implying the stock looks roughly 67.7% undervalued today. The Quality Score stands at 31/100 (below-average quality), in the Utilities sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, XPLR Infrastructure, LP generated revenue of $1.2B at a net margin of 8.7%. Revenue declined 2.5% year over year. It earns a return on equity of -1.2%. Net debt stands at $5.2B. Fundamentals as of Jul 25, 2026
Our scenario range runs from $3.84 (bear case) to $37.87 (bull case); at $11.44, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 14% below its 52-week high and 42% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at -30% fair-value upside, at 68%, XIFR screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 4 models by family
Widest divergence: Dividend Discount ($57.11) versus Asset-Based ($22.67). Highest evidence: Gordon GGM (70).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 25, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 31 · Market factors (momentum, volatility) 60
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
XPLR Infrastructure, LP engages in the energy selling business in the United States. It operates a portfolio of contracted clean energy assets, including wind, solar, and battery storage projects. The company was formerly known as NextEra Energy Partners, LP and changed its name to XPLR Infrastructure, LP in January 2025.
Full company description
XPLR Infrastructure, LP engages in the energy selling business in the United States. It operates a portfolio of contracted clean energy assets, including wind, solar, and battery storage projects. The company was formerly known as NextEra Energy Partners, LP and changed its name to XPLR Infrastructure, LP in January 2025. XPLR Infrastructure, LP was incorporated in 2014 and is based in Juno Beach, Florida.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
XPLR Infrastructure, LP reported revenue of $1.2B in FY2025 versus $722M in FY2021, a compound +13.3%/yr. Reported net income was −$28.0M in FY2025.
Watch XIFR: get an alert when its fair value changes →
Peer Group
Utilities - Renewable · 220 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Utilities - Renewable median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Utilities - Renewable stocks, each showing price versus our Fair Value estimate (as of Jul 25, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| China Yangtze Power Co 600900 | ¥27.99 | ¥25.13 | -10% |
| Ørsted A/S ORSTED | kr 149.70 | kr 31.40 | -79% |
| Huaneng Lancang River Hydropower Inc 600025 | ¥9.81 | ¥5.57 | -43% |
| Adani Green Energy Limited ADANIGREEN | ₹1,537 | ₹170.50 | -89% |
| AXIA Energia SA AXIAP | $10.74 | $9.65 | -10% |
| VERBUND AG OEWA | €58.65 | €66.19 | +13% |
| BEP BEP | $32.33 | $73.35 | +127% |
| BEPUN BEPUN | C$44.56 | C$10.15 | -77% |
| Fortum Oyj FORTUM | €19.89 | €13.90 | -30% |
| China Longyuan Power Group 001289 | ¥16.21 | ¥8.23 | -49% |
Compare XPLR Infrastructure, LP with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Utilities stocks →
Frequently asked questions
Is XPLR Infrastructure, LP (XIFR) overvalued or undervalued?
What is the fair value of XIFR?
What is the quality score of XIFR?
What is the revenue of XPLR Infrastructure, LP (XIFR)?
What is the net profit margin of XIFR?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track XPLR Infrastructure, LP and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.