PG&E Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de PG&E de 11% y 3.3% por año respectivamente. Se prevé que el BPA crezca en un 10.6% al año. Se espera que la rentabilidad financiera sea de 10.3% en 3 años.
Información clave
11.0%
Tasa de crecimiento de los beneficios
10.58%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electric Utilities | 10.5% |
| Tasa de crecimiento de los ingresos | 3.3% |
| Rentabilidad financiera futura | 10.34% |
| Cobertura de analistas | Good |
| Última actualización | 21 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 17
PCG: Evolving Wildfire Policy And Liability Reform Will Drive Future Repricing
Analysts trimmed their consolidated PG&E price target slightly to about $22.72 from $22.84 as updated models incorporated a modestly higher discount rate, slightly firmer revenue growth and profit margin assumptions, and a lower forward P/E multiple, reflecting a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on PG&E reflects both optimism and caution, with target moves clustering around the low US$20s and a mix of rating upgrades, downgrades, and initiations.Actualización de narrativa • Apr 29
PCG: Wildfire Policy Reform And Liability Reduction Will Drive Future Repricing
Narrative Update The analyst price target for PG&E is nudged higher to $22.84 from $22.63, as analysts factor in updated assumptions around revenue growth, profitability, and future P/E multiples, along with a series of recent target raises and a new bullish initiation. Analyst Commentary Recent research on PG&E shows a mix of optimism around risk reduction and earnings potential, alongside ongoing caution about regulatory outcomes and valuation.Actualización de narrativa • Apr 11
PCG: Wildfire Policy Reform And Liability Reduction Will Drive Future Repricing
PG&E's analyst fair value estimate edges up by about $0.10 per share as analysts factor in updated wildfire policy developments, affordability considerations, and expectations that the stock's P/E discount could narrow with continued risk reduction. Analyst Commentary Recent Street research on PG&E points to a mix of optimism and caution, with several firms updating ratings and price targets as wildfire policy, affordability, and relative valuation stay in focus.Actualización de narrativa • Mar 27
PCG: Wildfire Policy Reform And Liability Legislation Will Drive Future Repricing
PG&E's analyst price targets have edged higher, with the average fair value estimate moving from $22.40 to about $22.53 as analysts factor in updated views on wildfire policy, affordability, and potential changes to utility liability in California. Analyst Commentary Recent research shows a mix of optimism and caution around PG&E, with several firms adjusting ratings and targets as they reassess wildfire policy, affordability, and California utility regulation.Actualización de narrativa • Mar 12
PCG: Wildfire Policy Reform And Liability Clarity Will Shape Future Returns
The analyst price target for PG&E has shifted modestly higher to $22.40, with analysts pointing to updated assumptions around wildfire policy risk, affordability, and a slightly higher future P/E multiple as key drivers of the change. Analyst Commentary Recent research has focused on how wildfire policy, affordability, and relative valuation tie into PG&E's updated price targets and ratings.Actualización de narrativa • Feb 26
PCG: Cost Of Capital And Wildfire Mitigation Partnership Will Shape Future Returns
Analysts have nudged their average price target for PG&E to about $22.13 from $21.27. This reflects updated views on fair value, expected profitability and future P/E assumptions following recent Street research.Seeking Alpha • Feb 18
PG&E Starting To Climb Out Of Valuation Pit
Summary Utilities have been performing strongly, with those recovering from wildfire damage claims outperforming the sector. PG&E reaffirmed its positive earnings and growth forecasts. Wildfire safety metrics are improving, but more action is needed by the state, with recommendations due April 1. The convertible preferred PCG.PR.X offers a way to obtain the common shares at a discount. Read the full article on Seeking AlphaActualización de narrativa • Feb 09
PCG: Cost Of Capital Decision Will Shape Future Returns Outlook
Analysts have raised their average price target for PG&E by US$1, citing updated assumptions around the California cost of capital decision, as well as modest adjustments to expected growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$1 price target increase as a sign that updated cost of capital assumptions and modest changes to growth and margins still support their valuation framework for PG&E.Actualización de narrativa • Jan 26
PCG: Cost Of Capital Decision Will Shape Future Earnings Power
Narrative Update Analysts have nudged their PG&E price target higher by about US$1 to roughly US$21.27. They cite updated assumptions for revenue growth, profit margins and future P/E following recent regulatory commentary on California utilities and cost of capital.Actualización de narrativa • Jan 12
PCG: Data Center Demand And Grid Investment Cycle Will Drive Future Upside
PG&E's consensus analyst price target has recently shifted higher into the low $20s, with analysts pointing to sector-wide target resets, TD's view of a significant long term grid investment cycle tied to data center demand, and expectations that PG&E's current valuation does not fully reflect these themes, even as California cost of capital debates continue. Analyst Commentary Recent research highlights a split view on PG&E, with some analysts focused on long term grid investment tied to data center demand and others emphasizing regulatory risk around California's cost of capital.Actualización de narrativa • Dec 26
PCG: Massive Transmission Spend Will Drive Data Center Power Demand Upside
Analysts have nudged their average price target for PG&E up to about $21.20. This reflects a slightly more optimistic view on long term revenue growth from data center driven demand and capital investment opportunities, partially offset by lower allowed returns on equity in California.Artículo de análisis • Dec 15
PG&E (NYSE:PCG) Is Increasing Its Dividend To $0.05
PG&E Corporation ( NYSE:PCG ) will increase its dividend from last year's comparable payment on the 15th of January to...Actualización de narrativa • Dec 11
PCG: Massive Transmission Spend Will Support Data Center Driven Demand Upswing
Analysts modestly increased their price target for PG&E, citing the stock's persistent valuation discount despite top tier expected EPS and rate base growth, improving wildfire risk profile, and a once in a generation demand uplift from data centers, which together support potential multiple expansion toward the low $20s per share range. Analyst Commentary Bullish analysts highlight that PG&E is still trading at a sizable discount to the utility sector, even as expectations for rate base and EPS growth move toward the top end of the peer group.Actualización de narrativa • Nov 27
PCG: Upcoming $73 Billion Transmission Spend Will Meet Surging Power Demand
PG&E’s analyst price target has increased to $21, up from $19.50. Analysts point to continued strong rate base and earnings growth potential, supported by elevated electricity demand and ongoing regulatory developments.Actualización de narrativa • Nov 12
PCG: Future Power Demand From Data Centers Will Drive New Transmission Investments
PG&E’s average analyst price target has increased notably in recent weeks. Updated forecasts now range between $20 and $25 per share as analysts cite improving growth prospects, demand tailwinds from data centers, and constructive regulatory developments.Actualización de narrativa • Oct 29
Surging Data Center Demand Will Drive Major Utility Infrastructure Upgrades
Analysts have raised PG&E's fair value price target from $20.69 to $21.23 per share, citing the company's positioning amid robust electricity demand, a positive regulatory environment, and ongoing upgrades to utility assets. Analyst Commentary Recent research from multiple firms highlights both positive momentum and lingering concerns for PG&E, shaping a nuanced outlook on the company's share price and future potential.Actualización de narrativa • Oct 15
Robust California Data Centers Will Boost Grid Modernization
PG&E’s analyst fair value target has risen by approximately $0.30 to $20.69, as analysts cite improved profit margins, slightly higher revenue growth, and expectations for multiple expansion. These expectations are driven by ongoing operational improvements and positive regulatory developments.Actualización de narrativa • Sep 19
Robust California Data Centers Will Boost Grid Modernization
PG&E’s consensus price target saw a slight downward revision to $20.39 as, despite legislative progress reducing near-term regulatory risks, ongoing wildfire liability uncertainties and affordability issues continue to temper investor sentiment. Analyst Commentary Improved legislative outlook with the passage and strengthening of wildfire fund-related bills has reduced near-term regulatory uncertainties and relieved concerns about shareholder funding requirements.Artículo de análisis • Sep 02
PG&E (NYSE:PCG) Use Of Debt Could Be Considered Risky
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 28
PG&E: An Unpopular Utility Is Improving Its Portfolio
Summary PG&E is improving its portfolio, cash flow, and shareholder returns despite high rates, wildfire risks, and capital costs. The company targets 9% annual EPS growth and plans to increase its dividend by 2028. A massive 8.7 GW datacenter pipeline will help spread transmission costs and stabilize customer bills. Heavy investment in infrastructure aims to modernize the grid, reduce wildfire risks, and drive long-term shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
PG&E Corporation: Robust Earnings Growth Outlook
Summary PG&E Corporation is transitioning from a low-growth utility to a high-growth company, driven by rising power demand and a 5.5GW data center pipeline. The fully funded $63 billion capex plan through 2028 supports a 10% CAGR in rate base and >9% earnings growth. Despite strong earnings growth prospects, PCG stock trades at a ~42% discount to peers, offering a potential 70% upside if valuation aligns with peers. Wildfire liabilities remain a risk, but active legislative engagement and strong execution on growth plans could mitigate these concerns. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Investors Are Overly Discounting PG&E's Financial And Legal Protections
Summary There is press speculation that one of the Southern California fires, Eaton, may have been related to transmission equipment owned by SoCal Edison. California passed a bill called AB1054 which protects the state’s investor-owned utilities from these liabilities. PG&E is now trading slightly below 10x 2026 earnings, versus regulated utility peers trading above 15x. We believe PCG investors are overly discounting the financial and legal protections provided by AB 1054. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
PCG.PR.X: 6.00% Mandatory Convertible Preferred Stock IPO From PG&E Corporation
Summary PG&E Corp's new 6.00% Series A Mandatory Convertible Preferred Stock (PCG.PR.X) offers a cumulative annual dividend with a conversion clause based on the common stock price. PCG-X is currently trading at $50.11 with a Yield to Maturity of 5.92% but is overvalued compared to similar duration OTC bonds. PG&E's capital structure shows a poor coverage ratio, indicating a high risk for preferred shareholders if the company's reorganization falters. Conversion evaluation of PCG-X shows that at the moment there is no arbitrage with the common share. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
PG&E's New Convertible Preferred Offers Dual Benefit
Summary PG&E has a new series of 6% preferred stock that converts into common after three years. The conversion terms offer a potential 25% upside. There are more risks than with a conventional preferred. PG&E has been in an uptrend as its wildfire prevention efforts have succeeded for three straight fire seasons. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
PG&E: The Earnings Outlook Still Looks Good, Shares Undervalued
Summary PG&E remains a bargain with a trailing 12-month operating P/E of 14.6, a 23% discount to the sector, and a favorable PEG ratio. Despite wildfire risks and past bankruptcies, PG&E's valuation is compelling, with positive EPS trends and solid revenue growth projections. Technical analysis shows PG&E in an uptrend, targeting $22-$23, supported by a rising 200-day moving average and a bullish breakout. I maintain a buy rating on PG&E, expecting further gains into 2025 due to its undervaluation and strong financial outlook. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
PG&E Corporation: Likely To Benefit From Approvals And Project Expansion Into 2025
Summary PG&E Corporation reported a 13.16% YoY revenue growth in Q2 2024, raising its earnings guidance by 10% into 2025 and 9% annually through 2028. Despite strong financials and regulatory approvals, PG&E offers low shareholder returns compared to rivals, necessitating an increase in dividends to match industry peers. The CPUC's approval of net billing tariffs and higher customer payments will support PG&E's infrastructural plans and increased demand from EVs, AI, and data centers. PG&E's stock is slightly undervalued with a forward P/E ratio of 15.83X, indicating potential upside into 2025, making it a hold. Read the full article on Seeking Alpha
Nueva narrativa • Aug 20
Steady Growth And Robust Infrastructure Investments Mark Bright Future For Utility Giant
PG&E's commitment to significant earnings growth and infrastructure investment supports a strong financial outlook, enhancing investor revenue predictability.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 28,336 | 4,243 | -2,410 | 11,213 | 11 |
| 12/31/2027 | 27,332 | 3,860 | -776 | 10,781 | 13 |
| 12/31/2026 | 26,425 | 3,418 | 483 | 10,428 | 13 |
| 3/31/2026 | 25,833 | 2,844 | -4,210 | 8,298 | N/A |
| 12/31/2025 | 24,935 | 2,593 | -3,071 | 8,716 | N/A |
| 9/30/2025 | 24,762 | 2,598 | -2,771 | 8,688 | N/A |
| 6/30/2025 | 24,453 | 2,351 | -2,165 | 8,968 | N/A |
| 3/31/2025 | 24,541 | 2,350 | -1,744 | 8,622 | N/A |
| 12/31/2024 | 24,419 | 2,475 | -2,334 | 8,035 | N/A |
| 9/30/2024 | 24,829 | 2,747 | -3,574 | 6,580 | N/A |
| 6/30/2024 | 24,776 | 2,519 | -4,711 | 5,259 | N/A |
| 3/31/2024 | 24,080 | 2,405 | -4,241 | 5,823 | N/A |
| 12/31/2023 | 24,428 | 2,242 | -4,967 | 4,747 | N/A |
| 9/30/2023 | 22,757 | 1,836 | -3,995 | 5,279 | N/A |
| 6/30/2023 | 22,263 | 1,944 | -5,183 | 4,542 | N/A |
| 3/31/2023 | 22,091 | 1,894 | -6,317 | 3,245 | N/A |
| 12/31/2022 | 21,680 | 1,800 | -5,863 | 3,721 | N/A |
| 9/30/2022 | 21,556 | 1,759 | -6,711 | 2,921 | N/A |
| 6/30/2022 | 21,627 | 212 | -5,937 | 2,671 | N/A |
| 3/31/2022 | 21,724 | 253 | -5,496 | 2,725 | N/A |
| 12/31/2021 | 20,642 | -102 | -5,427 | 2,262 | N/A |
| 9/30/2021 | 20,144 | -374 | -5,541 | 2,142 | N/A |
| 6/30/2021 | 19,561 | 800 | -29,102 | -21,191 | N/A |
| 3/31/2021 | 18,879 | -1,569 | -27,364 | -19,537 | N/A |
| 12/31/2020 | 18,469 | -1,318 | -26,820 | -19,130 | N/A |
| 9/30/2020 | 18,464 | -5,135 | -26,066 | -18,470 | N/A |
| 6/30/2020 | 18,014 | -6,837 | -1,952 | 5,350 | N/A |
| 3/31/2020 | 17,424 | -7,418 | -2,553 | 4,177 | N/A |
| 12/31/2019 | 17,129 | -7,656 | N/A | 4,816 | N/A |
| 9/30/2019 | 16,474 | -10,912 | N/A | 4,583 | N/A |
| 6/30/2019 | 16,423 | -8,729 | N/A | 4,756 | N/A |
| 3/31/2019 | 16,714 | -7,160 | N/A | 5,484 | N/A |
| 12/31/2018 | 16,759 | -6,851 | N/A | 4,752 | N/A |
| 9/30/2018 | 16,771 | 136 | N/A | 5,476 | N/A |
| 6/30/2018 | 16,907 | 122 | N/A | 5,974 | N/A |
| 3/31/2018 | 16,923 | 1,512 | N/A | 5,915 | N/A |
| 12/31/2017 | 17,135 | 1,646 | N/A | 5,977 | N/A |
| 9/30/2017 | 17,748 | 2,224 | N/A | 5,863 | N/A |
| 6/30/2017 | 18,041 | 2,062 | N/A | 5,350 | N/A |
| 3/31/2017 | 17,960 | 1,862 | N/A | 4,895 | N/A |
| 12/31/2016 | 17,666 | 1,393 | N/A | 4,409 | N/A |
| 9/30/2016 | 17,120 | 835 | N/A | 4,121 | N/A |
| 6/30/2016 | 16,860 | 754 | N/A | 3,736 | N/A |
| 3/31/2016 | 16,908 | 950 | N/A | 3,788 | N/A |
| 12/31/2015 | 16,833 | 874 | N/A | 3,780 | N/A |
| 9/30/2015 | 16,974 | 871 | N/A | 3,662 | N/A |
| 6/30/2015 | 17,363 | 1,375 | N/A | 4,256 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (11% al año) de PCG es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (11% al año) de PCG crezcan menos que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de PCG crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (3.3% al año) de PCG crezcan más despacio que el mercado de US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 3.3% al año) de PCG crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de PCG sea baja dentro de 3 años (10.3%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 21:20 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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
PG&E Corporation está cubierta por 28 analistas. 13 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.
| Analista | Institución |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |