Manila Electric Performance degli utili passati
Criteri Il passato verificati 3/6
Manila Electric ha registrato una crescita degli utili a un tasso medio annuo di 19.9%, mentre il settore Electric Utilities ha registrato utili in crescita a un tasso medio annuo di 4.5%. I ricavi sono stati in crescita a un tasso medio annuo di 10.7%. Il ritorno sul capitale proprio di Manila Electric è 23.5% e ha margini netti di 10.2%.
Informazioni chiave
19.90%
Tasso di crescita degli utili
19.90%
Tasso di crescita dell'EPS
| Electric Utilities Crescita del settore | 7.32% |
| Tasso di crescita dei ricavi | 10.71% |
| Rendimento del capitale proprio | 23.54% |
| Margine netto | 10.23% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Manila Electric guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 503,593 | 51,515 | 20,572 | 0 |
| 31 Dec 25 | 497,325 | 51,130 | 21,198 | 0 |
| 30 Sep 25 | 486,704 | 48,926 | 21,849 | 0 |
| 30 Jun 25 | 478,104 | 47,053 | 21,004 | 0 |
| 31 Mar 25 | 480,325 | 46,710 | 20,331 | 0 |
| 31 Dec 24 | 470,362 | 45,859 | 19,241 | 0 |
| 30 Sep 24 | 463,804 | 43,379 | 18,839 | 0 |
| 30 Jun 24 | 456,269 | 42,611 | 18,793 | 0 |
| 31 Mar 24 | 442,518 | 39,549 | 18,263 | 0 |
| 31 Dec 23 | 443,612 | 38,023 | 17,856 | 0 |
| 30 Sep 23 | 446,876 | 37,072 | 20,110 | 0 |
| 30 Jun 23 | 451,743 | 33,163 | 19,670 | 0 |
| 31 Mar 23 | 446,266 | 30,121 | 18,550 | 0 |
| 31 Dec 22 | 426,529 | 28,431 | 18,612 | 0 |
| 30 Sep 22 | 401,714 | 26,734 | 16,610 | 0 |
| 30 Jun 22 | 369,056 | 26,670 | 16,714 | 0 |
| 31 Mar 22 | 339,740 | 25,545 | 16,958 | 0 |
| 31 Dec 21 | 318,547 | 23,498 | 16,598 | 0 |
| 30 Sep 21 | 292,813 | 21,586 | 14,117 | 0 |
| 30 Jun 21 | 282,147 | 19,421 | 13,407 | 0 |
| 31 Mar 21 | 269,987 | 18,031 | 12,614 | 0 |
| 31 Dec 20 | 275,304 | 16,316 | 14,350 | 0 |
| 30 Sep 20 | 291,397 | 16,216 | 13,522 | 0 |
| 30 Jun 20 | 295,616 | 18,122 | 13,811 | 0 |
| 31 Mar 20 | 312,966 | 20,233 | 13,812 | 0 |
| 31 Dec 19 | 318,315 | 23,285 | 13,464 | 0 |
| 30 Sep 19 | 318,169 | 23,126 | 13,027 | 0 |
| 30 Jun 19 | 318,863 | 23,051 | 13,147 | 0 |
| 31 Mar 19 | 309,025 | 23,376 | 12,970 | 0 |
| 31 Dec 18 | 304,454 | 23,017 | 13,046 | 0 |
| 30 Sep 18 | 295,578 | 22,668 | 26,031 | 0 |
| 30 Jun 18 | 292,068 | 21,856 | 39,372 | 0 |
| 31 Mar 18 | 286,787 | 20,879 | 63,446 | 0 |
| 31 Dec 17 | 282,556 | 20,384 | 12,969 | 0 |
| 30 Sep 17 | 276,406 | 19,428 | 63,910 | 0 |
| 30 Jun 17 | 269,409 | 18,909 | 63,318 | 0 |
| 31 Mar 17 | 263,584 | 19,446 | 62,930 | 0 |
| 31 Dec 16 | 257,181 | 19,176 | 62,709 | 0 |
| 30 Sep 16 | 256,516 | 18,625 | 62,429 | 0 |
| 30 Jun 16 | 253,195 | 18,119 | 60,508 | 0 |
| 31 Mar 16 | 255,982 | 19,224 | 58,916 | 0 |
| 31 Dec 15 | 258,399 | 19,098 | 58,930 | 0 |
| 30 Sep 15 | 260,493 | 19,894 | 57,606 | 0 |
| 30 Jun 15 | 268,176 | 20,163 | 57,401 | 0 |
Guadagni di qualità: MER ha un livello elevato di guadagni non monetari.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MER (10.2%) MER sono più alti rispetto allo scorso anno (9.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di MER sono cresciuti del 19.9% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di MER nell'ultimo anno ( 10.3% ) è inferiore alla media quinquennale ( 19.9% all'anno).
Guadagni vs Settore: La crescita degli utili MER nell'ultimo anno ( 10.3% ) ha superato la percentuale del settore Electric Utilities 10.3%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 23.54% ) di MER sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 17:43 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| 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 |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| 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. 10 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 |