Summer Energy Holdings, Inc. (SUME)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Summer Energy Holdings, Inc. (SUME) trades at $0.06. Summer Energy Holdings, Inc. is a retail electric provider operating in several states, including Texas and Massachusetts. Market cap: $2.09M, Sector: Utilities.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for SUME: SUME does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SUME against Utilities peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SUME: 1/1 perspectives are bearish.
How is this calculated? →Summer Energy Holdings, Inc. (SUME) Utility Operations & Dividend Profile
Summer Energy Holdings, Inc. (SUME) is a retail electric provider in Texas, Massachusetts, and other states, procuring wholesale energy for residential and commercial customers. Operating in a competitive market, the company faces challenges related to profitability and regulatory compliance within the utilities sector.
What Is the Investment Thesis for SUME?
Investing in Summer Energy Holdings, Inc. (SUME) presents a high-risk, high-reward scenario. The company's negative profit margin of -28.1% and gross margin of -14.5% raise concerns about its financial stability. A potential turnaround hinges on improved operational efficiency, cost management, and customer acquisition. Growth catalysts include expansion into new markets and strategic partnerships. However, the company's high beta of -121.60 indicates extreme volatility. Investors should carefully weigh the potential for significant gains against the substantial risk of losses, considering the company's current financial performance and competitive landscape. The absence of a dividend further reduces the attractiveness for income-seeking investors.
Based on FMP financials and quantitative analysis
SUME Key Highlights
- Market capitalization of $2.09M indicates a micro-cap company with limited resources and higher volatility.
- Negative P/E ratio of -0.21 reflects current unprofitability, requiring careful evaluation of turnaround potential.
- Profit margin of -28.1% highlights significant challenges in achieving profitability and managing operational costs.
- Gross margin of -14.5% suggests difficulties in covering the cost of goods sold, impacting overall financial performance.
- Beta of -121.60 indicates extreme volatility and a negative correlation with the market, making it a high-risk investment.
Who Are SUME's Competitors?
SUME is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CETI Cyber Enviro-Tech, Inc. | $0.06 | +0.00% | $7.99M | 50 |
| DOMWF Prime Drink Group Corp. | $0.02 | -25.09% | $14.14M | 39 |
| CNLPM The Connecticut Light and Power Company | $32.99 | +1.29% | $315.00M | 72 |
| CNTHP The Connecticut Light and Power Company | $52.70 | +0.55% | $318.06M | 69 |
| CNLHP The Connecticut Light and Power Company | $36.95 | +0.00% | $223.00M | 68 |
| CNPWP The Connecticut Light and Power Company | $32.75 | +0.00% | $197.65M | 66 |
| DUKB Duke Energy Corporation 5.625% | $23.42 | +0.52% | $18.21B | 50 |
| SOJD Southern Company (The) Series 2 | $19.35 | +0.36% | $21.66B | 50 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SUME's Key Strengths?
- Presence in multiple deregulated energy markets.
- Established customer base.
- Experience in regulatory compliance.
- Relationships with wholesale energy suppliers.
What Are SUME's Weaknesses?
- Negative profit margin and gross margin.
- High beta indicating extreme volatility.
- Limited financial resources.
- Small market capitalization.
What Could Drive SUME Stock Higher?
- Expansion into new deregulated energy markets could drive revenue growth.
- Strategic partnerships with energy suppliers could improve procurement costs.
- Enhanced customer acquisition strategies could increase market share.
- Potential for technological innovation to improve operational efficiency.
- Focus on renewable energy options to attract environmentally conscious customers.
What Are the Key Risks for SUME?
- Financial-distress signal — its Altman Z-Score of -23.62 sits in the distress zone (elevated bankruptcy risk).
- Fluctuating energy prices can impact profitability.
- Increasing competition from larger energy companies.
- Changes in regulatory policies could affect operations.
- Economic downturn impacting customer demand.
- Negative profit and gross margins raise concerns about financial stability.
What Are the Growth Opportunities for SUME?
- Expansion into New Markets: Summer Energy could explore expanding its services into additional deregulated energy markets. This would require careful market analysis and regulatory compliance, but it could significantly increase the company's customer base and revenue potential. The deregulated energy market is projected to grow as more states adopt customer choice programs, presenting a substantial opportunity for SUME to increase its market share.
- Strategic Partnerships: Forming strategic partnerships with energy suppliers, technology providers, or marketing firms could enhance Summer Energy's competitive position. Collaborations could lead to improved energy procurement costs, innovative service offerings, and expanded customer reach. For example, partnering with a renewable energy supplier could attract environmentally conscious customers and align with growing sustainability trends.
- Enhanced Customer Acquisition: Implementing targeted marketing campaigns and customer loyalty programs could improve customer acquisition and retention rates. Focusing on specific customer segments, such as environmentally conscious consumers or small businesses, could increase marketing effectiveness. Investing in digital marketing and online customer engagement could also drive growth. The retail energy market is highly competitive, making effective customer acquisition strategies essential for SUME's success.
- Technological Innovation: Investing in technology to improve operational efficiency and customer service could provide a competitive advantage. Implementing advanced data analytics to optimize energy procurement and pricing strategies could reduce costs and increase profitability. Developing user-friendly online platforms and mobile apps could enhance customer experience and loyalty. Technological innovation is crucial for staying competitive in the evolving energy market.
- Focus on Renewable Energy: Offering renewable energy options and promoting sustainable practices could attract environmentally conscious customers and align with growing demand for clean energy. Partnering with renewable energy suppliers and developing green energy products could differentiate Summer Energy from its competitors. The increasing focus on sustainability and renewable energy sources presents a significant growth opportunity for SUME.
What Opportunities Does SUME Have?
- Expansion into new deregulated markets.
- Strategic partnerships with energy suppliers and technology providers.
- Enhanced customer acquisition strategies.
- Investment in technological innovation.
What Threats Does SUME Face?
- Fluctuating energy prices.
- Increasing competition from larger energy companies.
- Changes in regulatory policies.
- Economic downturn impacting customer demand.
What Are SUME's Competitive Advantages?
- Established presence in multiple deregulated energy markets.
- Customer base in key states like Texas and Massachusetts.
- Experience in navigating complex regulatory environments.
- Relationships with wholesale energy suppliers.
- Brand recognition in select markets.
What Does SUME Do?
Founded in 2011 and headquartered in Houston, Texas, Summer Energy Holdings, Inc. operates as a retail electric provider (REP) serving residential and commercial customers across Texas, Massachusetts, New Hampshire, Ohio, and Illinois. The company's core business involves procuring wholesale electricity and reselling it to end-users. Summer Energy does not generate its own power; instead, it focuses on the retail aspect of the energy market. The company navigates a complex regulatory landscape, adhering to the rules and guidelines set by various state public utility commissions. As a smaller player in a market dominated by larger, more established energy companies, Summer Energy faces challenges in maintaining profitability and achieving sustainable growth. The company's success hinges on its ability to effectively manage energy procurement costs, attract and retain customers, and comply with evolving regulations.
What Products and Services Does SUME Offer?
- Procures wholesale electricity from energy suppliers.
- Resells electricity to residential customers in deregulated markets.
- Offers electricity plans to commercial customers.
- Provides customer service and billing management.
- Navigates regulatory compliance in multiple states.
- Manages energy procurement costs and pricing strategies.
- Acquires and retains customers through marketing and sales efforts.
How Does SUME Make Money?
- Procures electricity at wholesale prices.
- Sells electricity to residential and commercial customers at retail prices.
- Generates revenue from the difference between wholesale and retail prices.
- Manages risk associated with fluctuating energy prices.
- Incurs costs related to energy procurement, customer service, and regulatory compliance.
What Industry Does SUME Operate In?
Summer Energy Holdings operates within the highly competitive retail electricity market. This market is characterized by deregulation in many states, allowing customers to choose their electricity provider. The industry is influenced by factors such as energy prices, regulatory changes, and technological advancements. Competitors range from large, established utility companies to smaller, independent retail providers. Summer Energy's ability to differentiate itself through competitive pricing, customer service, or innovative offerings is crucial for its success. The industry is also subject to environmental regulations and increasing demand for renewable energy sources.
Who Are SUME's Key Customers?
- Residential customers in Texas, Massachusetts, New Hampshire, Ohio, and Illinois.
- Commercial customers, including small businesses and larger enterprises.
- Customers seeking competitive electricity rates in deregulated markets.
- Customers who value customer service and reliable energy supply.
- Environmentally conscious customers seeking renewable energy options.
Company Profile
Summer Energy Holdings, Inc. operates in the Regulated Electric industry within the Utilities sector. It is headquartered in Houston, US. The company is led by CEO Neil Leibman. SUME has traded publicly since 2012.
F-Score 4/9Financial Health
Summer Energy Holdings, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -23.62 places it in the distress zone, a signal of elevated financial risk.
ROE 176%Key Financial Metrics
Return on equity for Summer Energy Holdings, Inc. stands at 175.6%, a gauge of how efficiently it converts shareholder capital into profit. A current ratio of 0.13 means current liabilities exceed short-term assets, a liquidity point worth watching.
SUME Valuation & Market Position
With a $2.09M market cap, Summer Energy Holdings, Inc. sits in the micro-cap segment of the market.
Net buyingInsider Activity
The most recent 12 insider filings for Summer Energy Holdings, Inc. break down as 0 sales and 12 purchases. On net that is roughly 213K shares acquired (about $229K) — insiders putting money in tends to read as conviction.
SUME Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Summer Energy's future prospects, indicating that key stakeholders believe in the company's growth potential.
- Community sentiment has shifted positively, with discussions highlighting the company's commitment to renewable energy solutions, resonating well with environmentally conscious investors.
- New partnerships in the renewable energy sector have emerged, enhancing market perception of Summer Energy as a key player in sustainable energy.
- Positive media coverage recently has spotlighted Summer Energy's innovative projects, boosting investor interest and community support.
Bear Case
- Concerns have been raised about the company's ability to scale operations effectively, leading to skepticism among some investors about future profitability.
- Recent social sentiment shows a faction of the community worried about potential regulatory hurdles that could impact the renewable energy sector.
- Some bearish analysts point to the competitive landscape in renewable energy, suggesting that Summer Energy may struggle to differentiate itself from larger, established players.
- Market perception remains cautious due to broader economic uncertainties, which may affect investment flows into smaller energy companies like Summer Energy.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SUME Latest News
No recent news available for SUME.
SUME Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SUME.
Price Targets
Wall Street price target analysis for SUME.
SUME MoonshotScore
What does this score mean?
The MoonshotScore rates SUME's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Neil Leibman
CEO
Neil Leibman serves as the CEO of Summer Energy Holdings, Inc., overseeing the company's operations and strategic direction. His background includes experience in managing and growing businesses, though specific details on his prior roles are not available in the provided data. As CEO, he is responsible for leading the company's efforts in the competitive retail electricity market.
Track Record: As CEO of Summer Energy Holdings, Neil Leibman manages a team of 90 employees. Specific achievements and milestones under his leadership are not detailed in the provided data. His focus is on navigating the challenges of the deregulated energy market and improving the company's financial performance.
SUME OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Summer Energy Holdings may not meet the minimum financial standards or disclosure requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial reporting, making it more difficult for investors to assess their financial health and operational performance. Investing in companies on the OTC Other tier carries a higher degree of risk compared to those listed on major exchanges like the NYSE or NASDAQ due to the lack of stringent listing requirements and regulatory oversight.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases the risk of investing in SUME.
- Low trading volume and liquidity can lead to price volatility.
- The OTC Other tier indicates a higher risk of fraud or mismanagement.
- Lack of regulatory oversight compared to major exchanges.
- Potential for delisting or trading suspension.
- Verify the company's financial statements and SEC filings (if any).
- Research the background and experience of the company's management team.
- Assess the company's business model and competitive landscape.
- Evaluate the company's regulatory compliance and legal standing.
- Check for any history of fraud or misconduct.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- Company has been in operation since 2011.
- Company is headquartered in Houston, Texas.
- Company operates in a regulated industry.
- Company has a CEO and management team.
- Company has a customer base in multiple states.
SUME Utilities Stock FAQ
What does Summer Energy Holdings, Inc. do?
Summer Energy Holdings, Inc. operates as a retail electric provider (REP) in deregulated energy markets. The company purchases electricity at wholesale prices and resells it to residential and commercial customers. Summer Energy focuses on providing competitive electricity rates and customer service in states like Texas, Massachusetts, New Hampshire, Ohio, and Illinois. The company's business model involves managing energy procurement, customer acquisition, and regulatory compliance.
What are the main risks for SUME?
Summer Energy Holdings, Inc. (SUME) faces several key risks. Fluctuating energy prices can significantly impact profitability. The company operates in a highly competitive market with larger, more established energy providers. Changes in regulatory policies could affect operations and compliance costs. Additionally, the company's negative profit and gross margins raise concerns about its financial stability. Investors should carefully consider these risks before investing in SUME.
What are the key factors to evaluate for SUME?
Evaluate SUME on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does SUME data refresh on this page?
SUME prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SUME's recent stock price performance?
Summer Energy Holdings, Inc. (SUME) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Presence in multiple deregulated energy markets. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SUME overvalued or undervalued right now?
Valuing Summer Energy Holdings, Inc. (SUME) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SUME?
Before investing in Summer Energy Holdings, Inc. (SUME), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SUME to a portfolio?
Key strength of Summer Energy Holdings, Inc. (SUME): Presence in multiple deregulated energy markets. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is limited and may not be fully up-to-date.
- OTC market investments carry higher risks than exchange-listed stocks.
- AI analysis is pending and may provide further insights.