PG&E (PCG) Panoramica del titolo
PG&E Corporation, attraverso la sua controllata Pacific Gas and Electric Company, si occupa della vendita e della fornitura di elettricità e gas naturale ai clienti della California settentrionale e centrale, negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
PCG Community Fair Values
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Analyst Price Targets
Concorrenti di PG&E Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$14.19 |
| Massimo di 52 settimane | US$19.16 |
| Minimo di 52 settimane | US$12.59 |
| Beta | 0.24 |
| Variazione di 1 mese | -16.73% |
| Variazione a 3 mesi | -15.49% |
| Variazione di 1 anno | -7.01% |
| Variazione a 3 anni | -16.87% |
| Variazione a 5 anni | 43.91% |
| Variazione dall'IPO | -32.83% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Sep 03
PCG: Wildfire Liability Stalemate Will Shape Capital Plan Reset And Repricing
Analysts have reduced their consolidated fair value estimate for PG&E from about $22.59 to $20.78, reflecting lower Street price targets, which now range from around $13 to $28, and a renewed focus on wildfire liability and capital allocation risks. Analyst Commentary Recent research on PG&E shows a clear split between analysts who see value at current levels and those who are more cautious after the latest legislative developments in California.Seeking Alpha • Sep 02
PG&E: 20% Drop Proves The Wildfire Liability Thesis
Summary PG&E fell 20% since my previous bearish article, validating my worries around California's unresolved wildfire liability framework. Q2 earnings and operational execution remain solid; the legal and other risks remain of significant weight, which leads me to say that valuation needs to be low/discounted. At ~$13–14, PCG is more attractive, but my HOLD remains - the company is not yet attractive enough. Read the full article on Seeking Alpha
Nuova narrativa • Sep 01
Wildfire Reform And Grid Hardening Will Shape Long-Term Earnings Stability
Catalysts About PG&E PG&E provides regulated electric and gas utility service to customers in California, including the Silicon Valley area. What are the underlying business or industry changes driving this perspective?Recent updates
Aggiornamento narrativa • Sep 03
PCG: Wildfire Liability Stalemate Will Shape Capital Plan Reset And Repricing
Analysts have reduced their consolidated fair value estimate for PG&E from about $22.59 to $20.78, reflecting lower Street price targets, which now range from around $13 to $28, and a renewed focus on wildfire liability and capital allocation risks. Analyst Commentary Recent research on PG&E shows a clear split between analysts who see value at current levels and those who are more cautious after the latest legislative developments in California.Seeking Alpha • Sep 02
PG&E: 20% Drop Proves The Wildfire Liability Thesis
Summary PG&E fell 20% since my previous bearish article, validating my worries around California's unresolved wildfire liability framework. Q2 earnings and operational execution remain solid; the legal and other risks remain of significant weight, which leads me to say that valuation needs to be low/discounted. At ~$13–14, PCG is more attractive, but my HOLD remains - the company is not yet attractive enough. Read the full article on Seeking AlphaNuova narrativa • Sep 01
Wildfire Reform And Grid Hardening Will Shape Long-Term Earnings Stability
Catalysts About PG&E PG&E provides regulated electric and gas utility service to customers in California, including the Silicon Valley area. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jun 25
PCG: Data Center Power Demand And Grid Upgrades Will Drive Future Repricing
PG&E's consensus analyst price target has edged lower to around $22 per share. This reflects recent cuts of $1 per share at several firms as analysts refresh their utility sector models and incorporate updated views on relative performance versus the broader market and growing data center related power demand.Articolo di analisi • Jun 19
PG&E (PCG) Stock Could Be 27.1% Undervalued on Its Grid Modernization Narrative
PG&E (PCG) shares opened Friday at US$16.48, putting fresh attention on how investors weigh the utility’s latest financial profile, recent share performance, and its role supplying power across northern and central California. See our latest analysis for PG&E. At a US$16.48 share price, PG&E’s recent moves have been fairly mixed, with a small 1 day share price gain alongside a 7 day decline and a modest year to date share price return of 1.29%. The 1 year total shareholder return of 18.24%...Aggiornamento narrativa • Jun 05
PCG: Wildfire Liability Reforms And Clean Energy Projects Will Drive Future Repricing
Narrative Update The updated analyst price target for PG&E edges down by $0.12 to $22.59. This reflects recent Street revisions that trim targets to around $22 to $23 as analysts refresh utility sector models and factor in broader market underperformance for utilities.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.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 AlphaRendimenti per gli azionisti
| PCG | US Electric Utilities | US Mercato | |
|---|---|---|---|
| 7D | 6.5% | 0.7% | -0.2% |
| 1Y | -7.0% | 2.6% | 14.8% |
Ritorno vs Industria: PCG ha avuto una performance inferiore rispetto al US Electric Utilities che ha registrato un rendimento 2.6 % nell'ultimo anno.
Rendimento vs Mercato: PCG ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.8 % nell'ultimo anno.
Volatilità dei prezzi
| PCG volatility | |
|---|---|
| PCG Average Weekly Movement | 7.6% |
| Electric Utilities Industry Average Movement | 2.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: PCG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di PCG è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1995 | 29,010 | Patty Poppe | www.pgecorp.com |
PG&E Corporation, attraverso la sua controllata Pacific Gas and Electric Company, si occupa della vendita e della fornitura di elettricità e gas naturale ai clienti della California settentrionale e centrale, negli Stati Uniti. Genera elettricità utilizzando fonti nucleari, idroelettriche, a combustibile fossile, celle a combustibile e fotovoltaiche. L'azienda possiede e gestisce linee di trasmissione interconnesse, sottostazioni di trasmissione elettrica, linee di distribuzione, sottostazioni di commutazione e distribuzione; e sistemi di trasmissione, stoccaggio e distribuzione di gas naturale costituiti da gasdotti di distribuzione, gasdotti di trasmissione dorsali e locali e vari impianti di stoccaggio.
PG&E Corporation Riepilogo dei fondamenti
| PCG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$32.64b |
| Utili (TTM) | US$3.06b |
| Ricavi(TTM) | US$25.84b |
10.2x
Rapporto P/E1.2x
Rapporto P/SPCG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| PCG Conto economico (TTM) | |
|---|---|
| Ricavi | US$25.84b |
| Costo del fatturato | US$15.55b |
| Profitto lordo | US$10.29b |
| Altre spese | US$7.23b |
| Utili | US$3.06b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.39 |
| Margine lordo | 39.82% |
| Margine di profitto netto | 11.83% |
| Rapporto debito/patrimonio netto | 188.0% |
Come si è comportato PCG nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.4%
Rendimento attuale del dividendo13%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/09 13:23 |
| Prezzo dell'azione a fine giornata | 2026/09/09 00:00 |
| Utili | 2026/06/30 |
| 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 |
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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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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
PG&E Corporation è coperta da 27 analisti. 12 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 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |