Manila Electric (MER) Aktienübersicht
Die Manila Electric Company ist im Besitz einer Kongresskonzession für den Bau, den Betrieb und die Wartung eines Stromverteilungssystems auf den Philippinen. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 3/6 |
Belohnungen
Risikoanalyse
MER Community Fair Values
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Analyst Price Targets
Manila Electric Company Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | ₱576.00 |
| 52-Wochen-Hoch | ₱679.50 |
| 52-Wochen-Tief | ₱515.50 |
| Beta | 0.031 |
| 1 Monat Veränderung | 0.70% |
| 3 Monate Veränderung | -5.34% |
| 1 Jahr Veränderung | 8.68% |
| 3 Jahre Veränderung | 72.25% |
| 5 Jahre Veränderung | 110.99% |
| Veränderung seit IPO | 465.53% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 24
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have trimmed their fair value estimate for Manila Electric slightly from ₱665.77 to ₱663.67 as they recalibrate assumptions toward more measured revenue growth, a modestly higher profit margin, and a slightly lower future P/E multiple. What’s in the News for Manila Electric Manila Electric has scheduled a Board meeting on May 4, 2026.Narrativ-Update • Jun 07
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have nudged their fair value estimate for Manila Electric slightly higher from ₱661.86 to ₱665.77, reflecting updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News Manila Electric has scheduled a board meeting for May 4, 2026, to consider and approve the company's financial and operating results for the first quarter of 2026, with comparatives for the first quarter of 2025.Narrativ-Update • May 15
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have lifted their fair value price target for Manila Electric from ₱637.05 to ₱661.86, citing updated assumptions for revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple. What's in the News Board meeting scheduled on May 4, 2026 to review Manila Electric Company’s financial and operating results for the first quarter of 2026, with comparisons against the first quarter of 2025 (Key Developments).Recent updates
Narrativ-Update • Jun 24
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have trimmed their fair value estimate for Manila Electric slightly from ₱665.77 to ₱663.67 as they recalibrate assumptions toward more measured revenue growth, a modestly higher profit margin, and a slightly lower future P/E multiple. What’s in the News for Manila Electric Manila Electric has scheduled a Board meeting on May 4, 2026.Narrativ-Update • Jun 07
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have nudged their fair value estimate for Manila Electric slightly higher from ₱661.86 to ₱665.77, reflecting updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News Manila Electric has scheduled a board meeting for May 4, 2026, to consider and approve the company's financial and operating results for the first quarter of 2026, with comparatives for the first quarter of 2025.Narrativ-Update • May 15
MER: Future Returns Will Rely On Dividends And Power Grid Digitalization
Analysts have lifted their fair value price target for Manila Electric from ₱637.05 to ₱661.86, citing updated assumptions for revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple. What's in the News Board meeting scheduled on May 4, 2026 to review Manila Electric Company’s financial and operating results for the first quarter of 2026, with comparisons against the first quarter of 2025 (Key Developments).Narrativ-Update • Apr 25
MER: Future Returns Will Rely On Dividends And Grid Digitalization Collaboration
Analysts have increased their fair value estimate for Manila Electric slightly, from ₱636.41 to ₱637.05. This reflects updated assumptions that include modestly lower revenue growth, a small uplift in profit margin and a largely unchanged forward P/E multiple.Narrativ-Update • Apr 10
MER: Stable Outlook Will Rely On Dividends And Grid Digitalization Initiatives
Analysts have kept their ₱636.41 price target for Manila Electric unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for power distribution networks (Key Developments).Narrativ-Update • Mar 27
MER: Steady Outlook As Dividends And Gas Contract Extension Support Future Returns
Narrative Update on Manila Electric Price Target The analyst price target for Manila Electric remains effectively unchanged at around ₱636.41, as analysts keep their assumptions for discount rate, revenue growth, profit margins and future P/E broadly consistent with prior estimates. What's in the News Huawei, Meralco, and SANXING Ningbo launched an Intelligent Distribution Solution that focuses on reliable communication, edge computing, cloud edge collaboration, and low voltage transparency for a 400 V distribution network, aiming to integrate digital systems across the grid (Key Developments).Narrativ-Update • Mar 12
MER: Dividend Plans And Contract Extension Will Support Steady Forward Outlook
Analysts have raised their price target on Manila Electric, moving fair value from ₱623.63 to about ₱636.41 as they incorporate updated assumptions on revenue growth, profit margins, the discount rate, and future P/E. What's in the News A board meeting is scheduled on Feb 25, 2026 to review full year 2025 financial and operating results with 2024 comparatives and to consider a cash dividend of ₱16.672 per share, with a record date on Mar 26, 2026 and payment on Apr 20, 2026 (Key Developments).Narrativ-Update • Feb 25
MER: Contract Extension And Board Actions Will Support Steady Forward Outlook
Analysts have kept their price target for Manila Electric broadly unchanged at around ₱623.63, with only marginal tweaks to revenue growth, profit margin, discount rate, and future P/E assumptions reflected in their latest update. What's in the News The Energy Regulatory Commission approved a five month extension of Manila Electric Co.'s gas power supply contract with First Gen unit First Gas Power Corp., allowing Meralco to keep sourcing power from the Sta.Narrativ-Update • Feb 11
MER: Contract Extension And Board Calendar Will Support Steady Forward Outlook
Analysts have lifted their fair value estimate for Manila Electric to ₱623.63 from ₱614.25, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The Energy Regulatory Commission approved a five month extension of Meralco's gas power supply contract with First Gen's First Gas Power Corp., allowing continued sourcing from the Sta.Narrativ-Update • Jan 27
MER: Board Calendar And Steady P/E Assumptions Will Support Fair Outlook
Analysts have raised their price target for Manila Electric to ₱614.25 from ₱603.38, reflecting updated assumptions that include slightly softer revenue growth, a small improvement in profit margin, and a marginally higher future P/E of 14.92x. What's in the News Board meeting set for January 26, 2026, to review and approve the agenda and notice for the annual stockholders' meeting scheduled on June 30, 2026, at 10:00 a.m. (Key Developments) Directors will consider April 10, 2026, as the record date for determining stockholders entitled to receive notice of and vote at the June 30, 2026, annual stockholders' meeting.Narrativ-Update • Jan 12
MER: Smart Grid Rollout And Steady Metrics Will Support Fair Valuation
Analysts have lifted their fair value estimate for Manila Electric slightly, from ₱598.21 to about ₱603.38. This reflects refreshed views on its projected revenue growth, profit margins, and future P/E assumptions.Narrativ-Update • Dec 26
MER: Smart Grid Expansion Will Support Stable Margins And Fairly Valued Outlook
Analysts have maintained their price target for Manila Electric at PHP 598.21, as slightly softer long term revenue growth assumptions are seen as being offset by a modestly stronger profit margin outlook and an unchanged future valuation multiple. What's in the News A board meeting is set for December 3, 2025 to approve various rank conferments effective January 1, 2026 (Key Developments) A board meeting is scheduled on October 27, 2025 to approve Manila Electric's financial and operating results for the first nine months of 2025, with 2024 comparatives (Key Developments) An Itron collaboration has been announced to deploy Advanced Metering Infrastructure across Metro Manila, starting with 73,000 endpoints as part of Meralco's multi year smart grid modernization program (Key Developments) Valuation Changes Fair Value: Unchanged at approximately ₱598.21 per share, indicating a stable overall valuation outlook.Narrativ-Update • Dec 12
MER: Smart Grid Rollout Will Support Stable Outlook And Customer Experience
Narrative Update on Manila Electric Analysts have maintained their price target for Manila Electric at PHP 598.21 per share, reflecting unchanged assumptions on discount rate, revenue growth, profit margins, and future valuation multiples. This signals steady confidence in the company’s current earnings and growth outlook.Narrativ-Update • Nov 28
MER: Fair Value Maintained as Smart Grid Connectivity Set to Expand
Analysts have maintained their price target for Manila Electric at ₱598.21 per share, citing minimal changes in growth forecasts and stable profit margin expectations as the rationale for the steady outlook. What's in the News Manila Electric Company will hold a Board Meeting on October 27, 2025 to approve the Company's financial and operating results for the first nine months of 2025.Narrativ-Update • Nov 13
MER: Fair Value Supported as Smart Grid Rollout Poised to Advance
Narrative Update: Manila Electric Analyst Price Target Adjustment Analysts have maintained their fair value estimate for Manila Electric at ₱598.21 per share. They cite modest improvements in projected revenue growth and profit margin, which are balanced by a slightly higher discount rate and a marginally lower future price-to-earnings ratio.Narrativ-Update • Oct 30
MER: Smart Grid Modernization Will Drive Improved Customer Satisfaction And Energy Management
Analysts have raised the fair value estimate for Manila Electric from ₱588.56 to ₱598.21. This change is attributed to updated projections, even though growth and margin expectations have slightly moderated.Narrativ-Update • Sep 15
Large-scale Renewables And Grid Modernization Will Shape Future Growth
Manila Electric’s consensus revenue growth forecast has edged down slightly, while its future P/E remains stable, resulting in only a marginal increase in the analyst price target from ₱582.64 to ₱588.56. What's in the News Board approved cash dividends of PhP11.328 per share, payable to shareholders of record as of August 27, 2025.
Neues Narrativ • Nov 25
Meralco's Expanding Network And Renewable Energy Innovations Power Growth Potential
Strong growth in sales volume and power generation, including renewable projects, is set to boost future revenues and operational margins.Aktionärsrenditen
| MER | PH Electric Utilities | PH Markt | |
|---|---|---|---|
| 7D | 0.7% | -2.1% | 2.4% |
| 1Y | 8.7% | 16.6% | -3.6% |
Rendite im Vergleich zur Industrie: MER unter dem Niveau der Branche PH Electric Utilities , die im vergangenen Jahr eine Rendite von 16.6% erzielte.
Rendite vs. Markt: MER übertraf den Markt PH, der im vergangenen Jahr eine Rendite von -3.6 erzielte.
Preisvolatilität
| MER volatility | |
|---|---|
| MER Average Weekly Movement | 3.4% |
| Electric Utilities Industry Average Movement | 3.4% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in PH Market | 10.1% |
| 10% least volatile stocks in PH Market | 2.8% |
Stabiler Aktienkurs: MER hatte in den letzten 3 Monaten im Vergleich zum PH -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: MERDie wöchentliche Volatilität (3%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1903 | n/a | Manny Pangilinan | www.meralco.com.ph |
Die Manila Electric Company ist im Besitz einer Kongresskonzession für den Bau, den Betrieb und die Wartung eines Stromverteilungssystems auf den Philippinen. Das Unternehmen ist in den Segmenten Strom und sonstige Dienstleistungen tätig. Es versorgt etwa 7,8 Millionen Industrie-, Gewerbe- und Privatkunden in 38 Städten und 73 Gemeinden, darunter Metro Manila und die Provinzen Rizal, Cavite und Bulacan sowie Teile der Provinzen Pampanga, Batangas, Laguna und Quezon; es verteilt Strom an Kunden in der Sonderwirtschaftszone Clark; es entwickelt, baut und betreibt solarbetriebene Stromerzeugungsanlagen; und es besitzt und betreibt Kohle-, Diesel- und Flüssiggaskraftwerke.
Manila Electric Company's Grundlagenzusammenfassung
| MER grundlegende Statistiken | |
|---|---|
| Marktanteil | ₱650.33b |
| Gewinn(TTM) | ₱51.52b |
| Umsatz(TTM) | ₱503.59b |
12.6x
Kurs-Gewinn-Verhältnis 1.3x
Kurs-Umsatz-VerhältnisIst MER zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| MER Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | ₱503.59b |
| Kosten der Einnahmen | ₱407.41b |
| Bruttogewinn | ₱96.18b |
| Sonstige Ausgaben | ₱44.66b |
| Gewinn | ₱51.52b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Jul 29, 2026
| Gewinn per Aktie (EPS) | 45.71 |
| Bruttomarge | 19.10% |
| Nettogewinnspanne | 10.23% |
| Schulden/Eigenkapital-Verhältnis | 109.8% |
Wie hat sich MER auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
4.9%
Aktuelle Dividendenrendite61%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/09 11:51 |
| Aktienkurs zum Tagesende | 2026/07/09 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Manila Electric Company wird von 15 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Eunice Dolatre | CGS International |
| Jan Derrick Guarin | CLSA |