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Powell Industries, Inc.Informe acción NasdaqGS:POWL

Capitalización bursátil US$9.9b
Precio de las acciones
US$270.75
US$612.5
55.8% infravalorado descuento intrínseco
1Y368.8%
7D-8.8%
1D
Valor de la cartera
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Powell Industries, Inc.

Informe acción NasdaqGS:POWL

Capitalización de mercado: US$9.9b

Powell Industries (POWL) Resumen de Acciones

Powell Industries, Inc., junto con sus filiales, diseña, desarrolla, fabrica, vende y presta servicios de ingeniería a medida de equipos y sistemas. Saber más

Análisis fundamental de POWL
Puntuación del snowflake
Valoración0/6
Crecimiento futuro3/6
Rendimiento pasado4/6
Salud financiera6/6
Dividendos0/6

POWL Community Fair Values

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See what 81 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Powell Industries, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Powell Industries
Precios históricos de las acciones
Precio actual de la acciónUS$270.75
Máximo en las últimas 52 semanasUS$328.00
Mínimo de 52 semanasUS$54.75
Beta1.14
Cambio en 1 mes12.36%
Variación en 3 meses48.54%
Cambio de 1 año368.78%
Variación en 3 años1,293.46%
Variación en 5 años2,261.19%
Variación desde la OPV20,206.26%

Noticias y actualizaciones recientes

Seeking Alpha 1h

Powell Industries: Expensive, But The Backlog Supports A Strong Buy

Summary I am rating Powell Industries (POWL) a Strong Buy because the company sits inside AI power bottleneck. Data centers need more than chips and cooling. They need reliable electrical distribution systems. The main growth drivers are backlog conversion, data center electrical infrastructure, utility grid demand and automation services. I estimate these drivers support $1.65Bn of 2027 revenue. My price target is $374, representing a 38% upside potential from current price $271. I arrive at my PT by using my estimated $7.58 EPS and 49.35x FWD non-GAAP P/E. The biggest risk is valuation compression if investors stop treating POWL as an AI power infrastructure beneficiary and start valuing it like a normal cyclical industrial company. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha 1h

Powell Industries: Expensive, But The Backlog Supports A Strong Buy

Summary I am rating Powell Industries (POWL) a Strong Buy because the company sits inside AI power bottleneck. Data centers need more than chips and cooling. They need reliable electrical distribution systems. The main growth drivers are backlog conversion, data center electrical infrastructure, utility grid demand and automation services. I estimate these drivers support $1.65Bn of 2027 revenue. My price target is $374, representing a 38% upside potential from current price $271. I arrive at my PT by using my estimated $7.58 EPS and 49.35x FWD non-GAAP P/E. The biggest risk is valuation compression if investors stop treating POWL as an AI power infrastructure beneficiary and start valuing it like a normal cyclical industrial company. Read the full article on Seeking Alpha
Nueva narrativa Mar 03

Powell Industries Inc. (POWL): The Electrification Specialist – Powering Data Centers and LNG Megaprojects in 2026.

Powell Industries (POWL) is currently operating as a high-voltage leader in the electrical infrastructure space, trading at $511.12 as of the March 3, 2026, close. Despite a 4.0% intraday pullback today, the company remains one of the most explosive industrial stories of the decade, having surged from a small-cap niche player into a mid-cap powerhouse with a $6.3 billion market capitalization.
Artículo de análisis Jan 17

Powell Industries, Inc.'s (NASDAQ:POWL) 32% Share Price Surge Not Quite Adding Up

Powell Industries, Inc. ( NASDAQ:POWL ) shareholders have had their patience rewarded with a 32% share price jump in...
Actualización de narrativa Nov 08

POWL: Discount Rate Increase Will Pressure Future Earnings Performance

Analysts have maintained their price target for Powell Industries at $269.26. They cite stable revenue growth and profit margin forecasts, despite a slight uptick in the discount rate and future price-to-earnings expectation.
Artículo de análisis Oct 28

Powell Industries, Inc.'s (NASDAQ:POWL) 29% Share Price Surge Not Quite Adding Up

Despite an already strong run, Powell Industries, Inc. ( NASDAQ:POWL ) shares have been powering on, with a gain of 29...
Actualización de narrativa Oct 24

Capacity Expansion Will Drive Margin Pressure Amid Overextended Expectations

Analysts have minimally adjusted their price target for Powell Industries and are maintaining it at $269.26, citing stable expectations for the company's growth and profitability. What's in the News Powell Industries, Inc.
Actualización de narrativa Oct 10

Overpriced Market Assumptions Will Trigger Margin Reversal

Analysts have raised their price target for Powell Industries from $245.93 to $269.26, citing modest improvements in projected revenue growth, profit margin expectations, and forward P/E ratios as key factors driving their updated outlook. What's in the News Powell Industries has announced a $12.4 million investment to expand production capacity at its Jacintoport manufacturing facility in Houston (Key Developments).
Artículo de análisis Aug 08

Powell Industries, Inc. Just Beat EPS By 5.0%: Here's What Analysts Think Will Happen Next

NasdaqGS:POWL 1 Year Share Price vs Fair Value Explore Powell Industries's Fair Values from the Community and select...
Artículo de análisis Jul 18

There's No Escaping Powell Industries, Inc.'s (NASDAQ:POWL) Muted Earnings Despite A 31% Share Price Rise

Powell Industries, Inc. ( NASDAQ:POWL ) shares have continued their recent momentum with a 31% gain in the last month...
Artículo de análisis Jul 07

Why We Like The Returns At Powell Industries (NASDAQ:POWL)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Artículo de análisis Jun 19

Should You Be Adding Powell Industries (NASDAQ:POWL) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Jun 01

The Market Doesn't Like What It Sees From Powell Industries, Inc.'s (NASDAQ:POWL) Earnings Yet

Powell Industries, Inc.'s ( NASDAQ:POWL ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy...
Seeking Alpha Apr 15

Powell Industries: Valuation At Multi-Year Lows (Upgrade To Buy)

Summary Data center projects have weakened, but Powell's largest segments (Oil & Gas, petrochemicals, electric utility) show strong growth, making it less dependent on data centers. Trump's tariffs have minimal impact on Powell due to its "under one roof" philosophy and domestic sourcing, ensuring stable sales and margins. Powell Industries' stock has fallen 20% since my previous coverage, but no fundamental changes justify the drop; hence, I upgrade POWL to a Buy. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

Powell Industries: How The Company Became My Largest Position

Summary Powell Industries is upgraded to a strong buy due to market overreaction, solid Q1 performance, and a robust financial position with zero debt. Q1 revenues increased by 24.4% y/y, driven by strong demand in Oil & Gas and Electric Utility sectors, despite slight margin contractions. The company's diversification across sectors, strong cash position, and positive outlook for 2025 support long-term growth potential. Conservative valuation estimates show significant upside, with intrinsic values ranging from $201 to $242 per share, even with margin deterioration. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

Testing The Short Thesis Of Powell Industries

Summary POWL's stock is speculative due to uncertainties in capturing data center capex and potential market glut post-2029, despite promising short-term revenue. The stock's intrinsic value is estimated at $140-$160, assuming steady growth in data center and utilities capex capture, and normalized oil & gas revenues. Risks include fierce competition, cyclicality in the data center segment, and high cash-intensive working capital requirements, limiting growth potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Powell Industries: Growth Prospects Remain Intact

Summary Powell Industries has strong growth potential due to demand for electrical power systems in data centers, AI, cloud computing, and oil & gas sectors. Q1 2025 showed a revenue increase of 24% YoY, with EPS beating expectations, though gross margins were seasonally lower. This didn't delight the market, which seems like an overreaction. Risks include potential overestimation of growth and over-investment in manufacturing capacity, but overall, Powell remains well-positioned for future growth. Read the full article on Seeking Alpha
Seeking Alpha Jan 12

Powell Industries: A Buying Opportunity Amid Slowing Growth Concerns, As Fundamentals Remains Strong

Summary Powell Industries experienced nearly 32% revenue increase in Q4 FY24, with strong growth in petrochemical and commercial sectors but slower Utility and, oil and gas revenue. Demand environment remain favorable across core industrial end market, which along with backlog should support near term topline growth despite slowdown in certain end markets. Margin look favorable with continued focus on productivity and cost reduction initiatives. Promising long term outlook and an attractive valuation followed by the recent stock price decline make it a decent buy for long term. Read the full article on Seeking Alpha
Seeking Alpha Jan 02

Powell Industries: If You Want A New Year Gift, Don't Miss This One

Summary Powell Industries plays a critical role in the AI value chain, focusing on electrical infrastructure solutions. If you consider electricity infra as the critical limiting factor and not chips, then you will likely appreciate POWL's thesis. Powell has exposure across the value chain and is diversified among several industry verticals. Data center revenue is gaining traction, and the $2T AI infra buildout should help accelerate this segment. I explain why the market has presented investors with a "glorious" gift to start 2025, given the 40% decline in POWL since November. Don't miss it. Read the full article on Seeking Alpha
Seeking Alpha Dec 04

Powell Industries Stock: My Top Pick For The Long-Term

Summary Powell Industries, Inc. reported strong Q4 and full-year 2024 results, with significant revenue and EPS growth, despite a slight revenue miss and a temporary share price drop. The company’s robust balance sheet, no debt, and steady $1.3B backlog position it well for future growth, even amid revenue growth concerns. The positive outlook for the energy sector under the new administration and continued operational efficiency improvements bolster confidence in Powell’s future performance. I maintain a buy rating on POWL, seeing the current share price as a buying opportunity, with potential for further gains and a strong moat. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

Powell Industries Earnings: Deceleration Sparks Concerns

Summary Powell Industries' strong balance sheet and reasonable valuation are overshadowed by stagnant backlog and decelerating revenue growth, leading to a neutral rating. Despite solid momentum in emerging sectors, fiscal Q1 2025 revenue growth is expected to decelerate significantly, raising investor concerns. Operating profit margins have improved, but substantial cash flow will be allocated to capital projects, limiting shareholder returns. The risk-reward balance is too even, making it prudent to stay neutral on POWL for now. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Powell Industries: Up 1,250% In 24 Months, But You Still Haven't Missed The Boat

Summary Powell Industries has experienced a 1,250% stock increase over the last 24 months due to strong demand for power distribution systems. POWL's financials show significant progress in sales, EPS, and margins, as the company has transformed from a breakeven outfit to a profitable mid-size firm. The company's valuation at 17x EV/EBITDA is reasonable, supported by energy & utility Capex, alongside a robust cash position with zero debt. We rate the stock a 'Strong Buy'. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Tiny Powell Industries Is Pursuing A Pivotal Role In Some Hot Growth Markets

Summary Electricity transmission is a hot investment theme today… We need a lot more current to enable the digital world we crave. Sometimes, though, we forget how challenging, and potentially dangerous electric current can be. Powell Industries is a tiny company with a huge mission… Its offerings are essential to prevent excess voltage from destroying our dreams, and us. Its emerging stature as a growth company Wall Street is starting to tune into how this highly profitable company is evolving. The stock may need a pause before it becomes buyable, but it definitely belongs on a watchlist. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Improving Margins Make Powell Industries A Growth Stock Worth Watching

Summary Powell Industries (NASDAQ: POWL) is a small-cap industrial stock with strong growth potential, driven by demand in petrochemical and electric utility sectors. The company boasts a solid cash position, no debt, and improving margins, making it financially flexible and promising for future growth. Despite risks from larger competitors and reliance on subcontractors, Powell Industries' revenue and earnings are expected to grow significantly. Trading near its 52-week high, Powell Industries remains a buy, with potential for further share price increases and improved dividends. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

POWLUS ElectricalMercado US
7D-8.8%-5.6%-0.8%
1Y368.8%84.6%27.1%

Rentabilidad vs. Industria: POWL superó a la industria US Electrical, que obtuvo un rendimiento del 84.6% el año pasado.

Rentabilidad vs. Mercado: POWL superó al mercado US, que obtuvo un rendimiento del 27.1% el año pasado.

Volatilidad de los precios

Is POWL's price volatile compared to industry and market?
POWL volatility
POWL Average Weekly Movement9.3%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: POWL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de POWL (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19473,143Brett Copewww.powellind.com

Powell Industries, Inc. junto con sus filiales, diseña, desarrolla, fabrica, vende y da servicio a equipos y sistemas de ingeniería a medida. La cartera de productos de la empresa incluye subestaciones de sala de control de energía integradas, módulos diseñados a medida y casas eléctricas; y conmutadores de distribución tradicionales y resistentes a los arcos y engranajes de control, disyuntores de media tensión, sistemas de comunicaciones de supervisión y control, centros de control de motores, interruptores y sistemas de conductos de bus. También ofrece servicios de inspección, instalación, puesta en marcha, modificación y reparación; piezas de repuesto; componentes de reequipamiento y retroadaptación para sistemas existentes; y disyuntores de repuesto para conmutadores.

Resumen de fundamentos de Powell Industries, Inc.

¿Cómo se comparan los beneficios e ingresos de Powell Industries con su capitalización de mercado?
Estadísticas fundamentales de POWL
Capitalización bursátilUS$9.87b
Beneficios(TTM)US$186.93m
Ingresos (TTM)US$1.13b
52.8x
Ratio precio-beneficio (PE)
8.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de POWL
IngresosUS$1.13b
Coste de los ingresosUS$791.28m
Beneficio brutoUS$340.78m
Otros gastosUS$153.85m
BeneficiosUS$186.93m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)5.13
Margen bruto30.10%
Margen de beneficio neto16.51%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado POWL a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.1%
Rentabilidad actual por dividendo
7%
Ratio de pagos
¿Cuándo hay que comprar POWL para recibir un próximo dividendo?
fechas de dividendos de Powell Industries
Fecha ex dividendoMay 20 2026
Fecha de pago de dividendosJun 17 2026
Días hasta ex dividendo2 days
Días hasta la fecha de pago de dividendos26 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 10:26
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Powell Industries, Inc. está cubierta por 8 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Manish SomaiyaCantor Fitzgerald & Co.
Jonathan TanwantengCJS Securities, Inc.
Brent ThielmanD.A. Davidson & Co.