Manila Electric (MER) Panoramica del titolo
Manila Electric Company è titolare di una concessione congressuale per la costruzione, la gestione e la manutenzione di un sistema di distribuzione elettrica nelle Filippine. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 3/6 |
MER Community Fair Values
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Analyst Price Targets
Concorrenti di Manila Electric Company
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | ₱652.00 |
| Massimo di 52 settimane | ₱679.50 |
| Minimo di 52 settimane | ₱515.50 |
| Beta | 0.086 |
| Variazione di 1 mese | 7.95% |
| Variazione a 3 mesi | 10.51% |
| Variazione di 1 anno | 15.40% |
| Variazione a 3 anni | 97.58% |
| Variazione a 5 anni | 138.13% |
| Variazione dall'IPO | 540.15% |
Notizie e aggiornamenti recenti
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.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).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).Recent updates
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.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).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).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).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.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.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.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.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.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.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.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.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.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.
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.Rendimenti per gli azionisti
| MER | PH Electric Utilities | PH Mercato | |
|---|---|---|---|
| 7D | 1.7% | 2.0% | -1.0% |
| 1Y | 15.4% | 23.0% | -11.9% |
Ritorno vs Industria: MER ha avuto una performance inferiore rispetto al PH Electric Utilities che ha registrato un rendimento 23 % nell'ultimo anno.
Rendimento vs Mercato: MER ha superato il mercato PH che ha restituito -11.9 % nell'ultimo anno.
Volatilità dei prezzi
| MER volatility | |
|---|---|
| MER Average Weekly Movement | 3.3% |
| Electric Utilities Industry Average Movement | 4.3% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in PH Market | 11.0% |
| 10% least volatile stocks in PH Market | 3.0% |
Prezzo delle azioni stabile: MER non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato PH.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di MER è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1903 | n/a | Manny Pangilinan | www.meralco.com.ph |
Manila Electric Company è titolare di una concessione congressuale per la costruzione, la gestione e la manutenzione di un sistema di distribuzione elettrica nelle Filippine. L'azienda opera nei segmenti Energia e Altri servizi. Offre energia a circa 7,8 milioni di clienti industriali, commerciali e residenziali in 38 città e 73 comuni, tra cui Metro Manila e le province di Rizal, Cavite e Bulacan, oltre a parti delle province di Pampanga, Batangas, Laguna e Quezon; distribuisce energia ai clienti della Zona Economica Speciale di Clark; sviluppa, costruisce e gestisce impianti di generazione a energia solare; possiede e gestisce centrali elettriche a carbone, diesel e gas naturale liquefatto.
Manila Electric Company Riepilogo dei fondamenti
| MER statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | ₱734.86b |
| Utili (TTM) | ₱51.13b |
| Ricavi(TTM) | ₱497.33b |
14.4x
Rapporto P/E1.5x
Rapporto P/SMER è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| MER Conto economico (TTM) | |
|---|---|
| Ricavi | ₱497.33b |
| Costo del fatturato | ₱400.81b |
| Profitto lordo | ₱96.52b |
| Altre spese | ₱45.39b |
| Utili | ₱51.13b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
May 04, 2026
| Utile per azione (EPS) | 45.36 |
| Margine lordo | 19.41% |
| Margine di profitto netto | 10.28% |
| Rapporto debito/patrimonio netto | 102.9% |
Come si è comportato MER nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.3%
Rendimento attuale del dividendo62%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 08:04 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Manila Electric Company è coperta da 15 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Eunice Dolatre | CGS International |
| Jan Derrick Guarin | CLSA |