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National Grid plcLSE:NG. 株式レポート

時価総額 UK£65.1b
株価
UK£12.92
UK£13.78
6.2% 割安 内在価値ディスカウント
1Y20.5%
7D-0.6%
ポートフォリオ価値
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National Grid plc

LSE:NG. 株式レポート

時価総額:UK£65.1b

National Grid(NG.)株式概要

ナショナル・グリッド plc は、電力とガスの送電と配電を行っている。 詳細

NG. ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績5/6
財務の健全性2/6
配当金3/6

NG. Community Fair Values

Create Narrative

See what 171 others think this stock is worth. Follow their fair value or set your own to get alerts.

National Grid plc 競合他社

価格と性能

株価の高値、安値、推移の概要National Grid
過去の株価
現在の株価UK£12.92
52週高値UK£14.29
52週安値UK£10.00
ベータ0.62
1ヶ月の変化-2.33%
3ヶ月変化1.11%
1年変化20.54%
3年間の変化12.07%
5年間の変化41.33%
IPOからの変化341.56%

最新ニュース

NG.: Grid AI Collaboration And Margin Discipline Will Shape Earnings Resilience

Analysts have nudged their fair value estimate for National Grid to £13.78, reflecting updated assumptions around slightly lower revenue growth, a modestly higher profit margin, and a marginally richer future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated fair value estimate of £13.78 as support for National Grid's role as a regulated utility with relatively visible earnings, which can help anchor valuation assumptions.

NG.: Grid Optimization And Execution Discipline Will Shape Earnings Resilience And Future P/E

Analysts have raised their price target on National Grid to £13.63 from £13.53, citing slightly higher assumptions for revenue growth, profit margin and future P/E as the main drivers of the change. Analyst Commentary Analysts are updating their views on National Grid in light of the revised price target, with attention on how the company can support its valuation through consistent execution and disciplined capital allocation.

NG.: Execution On Regulated Projects Will Shape Future Earnings Resilience And P/E Framework

Analysts have lifted their price target for National Grid to £13.53 from £13.14, citing slightly higher assumptions for revenue growth, profit margins and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target of £13.53 as better aligned with their updated assumptions for revenue and margin potential, which they view as more supportive of the current P/E framework.

NG.: Margin Resilience And P/E Expectations Will Shape Predictable Future Returns

Analysts have nudged their National Grid fair value estimate higher from £12.47 to £13.14, pointing to slightly firmer profit margin expectations and a modestly higher future P/E multiple, even as revenue growth assumptions are trimmed. Analyst Commentary Bullish Takeaways Bullish analysts view the uplift in fair value to £13.14 as consistent with a business that can sustain firmer profit margins over time, which they see as supportive of the overall earnings quality story.

NG.: Earnings Quality And Regulation Will Shape Predictable Future Returns

Analysts have adjusted their price target on National Grid to £12.47, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while keeping key valuation inputs broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the reaffirmed assumptions on revenue and profit margins as supportive of the revised £12.47 target and suggest the current P/E framework is still seen as appropriate for National Grid's earnings profile.

NG.: Dividend Outlook And Regulation Will Shape Steady Future Returns

Analysts have slightly raised their price target on National Grid, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that together point to a modestly higher implied equity value. Analyst Commentary Bullish Takeaways Bullish analysts see the updated assumptions on fair value and discount rate as broadly consistent with a regulated utility earning a steady return, which they view as supportive of the slightly higher price target.

Recent updates

NG.: Grid AI Collaboration And Margin Discipline Will Shape Earnings Resilience

Analysts have nudged their fair value estimate for National Grid to £13.78, reflecting updated assumptions around slightly lower revenue growth, a modestly higher profit margin, and a marginally richer future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated fair value estimate of £13.78 as support for National Grid's role as a regulated utility with relatively visible earnings, which can help anchor valuation assumptions.

NG.: Grid Optimization And Execution Discipline Will Shape Earnings Resilience And Future P/E

Analysts have raised their price target on National Grid to £13.63 from £13.53, citing slightly higher assumptions for revenue growth, profit margin and future P/E as the main drivers of the change. Analyst Commentary Analysts are updating their views on National Grid in light of the revised price target, with attention on how the company can support its valuation through consistent execution and disciplined capital allocation.

NG.: Execution On Regulated Projects Will Shape Future Earnings Resilience And P/E Framework

Analysts have lifted their price target for National Grid to £13.53 from £13.14, citing slightly higher assumptions for revenue growth, profit margins and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target of £13.53 as better aligned with their updated assumptions for revenue and margin potential, which they view as more supportive of the current P/E framework.

NG.: Margin Resilience And P/E Expectations Will Shape Predictable Future Returns

Analysts have nudged their National Grid fair value estimate higher from £12.47 to £13.14, pointing to slightly firmer profit margin expectations and a modestly higher future P/E multiple, even as revenue growth assumptions are trimmed. Analyst Commentary Bullish Takeaways Bullish analysts view the uplift in fair value to £13.14 as consistent with a business that can sustain firmer profit margins over time, which they see as supportive of the overall earnings quality story.

NG.: Earnings Quality And Regulation Will Shape Predictable Future Returns

Analysts have adjusted their price target on National Grid to £12.47, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while keeping key valuation inputs broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the reaffirmed assumptions on revenue and profit margins as supportive of the revised £12.47 target and suggest the current P/E framework is still seen as appropriate for National Grid's earnings profile.

NG.: Dividend Outlook And Regulation Will Shape Steady Future Returns

Analysts have slightly raised their price target on National Grid, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that together point to a modestly higher implied equity value. Analyst Commentary Bullish Takeaways Bullish analysts see the updated assumptions on fair value and discount rate as broadly consistent with a regulated utility earning a steady return, which they view as supportive of the slightly higher price target.

Estimating The Intrinsic Value Of National Grid plc (LON:NG.)

Feb 04
Estimating The Intrinsic Value Of National Grid plc (LON:NG.)

NG.: Dividend Outlook And Regulation Will Shape Steady Long Term Returns

Narrative Update Overview Analysts have modestly raised their fair value estimate for National Grid to £12.31 from £12.08, citing updated assumptions for future revenue growth, profit margins and P/E. These updates still use an unchanged 7.07% discount rate.

Is National Grid (LON:NG.) A Risky Investment?

Jan 20
Is National Grid (LON:NG.) A Risky Investment?

NG.: Dividend Reliability And Regulatory Outcomes Will Guide Balanced Return Potential

Narrative Update The analyst price target for National Grid has been revised slightly higher to about $12.08 from $11.96, as analysts factor in a modestly higher fair value estimate and a small adjustment to future P/E assumptions, while keeping their core growth and margin expectations effectively unchanged. Analyst Commentary Recent research on National Grid focuses on fine tuning valuation inputs rather than changing the core business view.

Investors Appear Satisfied With National Grid plc's (LON:NG.) Prospects

Jan 05
Investors Appear Satisfied With National Grid plc's (LON:NG.) Prospects

NG.: Dividend Outlook And Regulatory Outcomes Will Shape Returns Ahead

Analysts have modestly raised their price target on National Grid, reflecting a slightly higher fair value estimate of approximately $11.96 as they factor in stronger anticipated revenue growth, partially offset by a small compression in forecast profit margins and future valuation multiples. Analyst Commentary Bullish analysts view the modestly higher price target as a reflection of improving growth visibility for National Grid, particularly as regulated asset base expansion and inflation-linked mechanisms support more resilient top line progression.

NG.: Revenue Expectations And Margin Pressures Will Shape Performance Ahead

Narrative Update: National Grid Analyst Price Target Increased Analysts have raised their price target for National Grid to $11.93, up from $11.78. They cite improved expectations for revenue growth despite a slightly higher discount rate and modestly lower profit margins.

National Grid (LON:NG.) Will Pay A Dividend Of £0.1635

Nov 09
National Grid (LON:NG.) Will Pay A Dividend Of £0.1635

National Grid plc's (LON:NG.) Share Price Not Quite Adding Up

Sep 01
National Grid plc's (LON:NG.) Share Price Not Quite Adding Up

Estimating The Intrinsic Value Of National Grid plc (LON:NG.)

Aug 02
Estimating The Intrinsic Value Of National Grid plc (LON:NG.)

Does National Grid (LON:NG.) Have A Healthy Balance Sheet?

Jun 17
Does National Grid (LON:NG.) Have A Healthy Balance Sheet?

National Grid (LON:NG.) Strong Profits May Be Masking Some Underlying Issues

May 22
National Grid (LON:NG.) Strong Profits May Be Masking Some Underlying Issues

National Grid plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

May 17
National Grid plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
User avatar

Calculated Investments And Infrastructure Growth Set To Bolster Earnings And Unlock Value

National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings.

株主還元

NG.GB Integrated UtilitiesGB 市場
7D-0.6%-1.0%0.4%
1Y20.5%24.2%19.5%

業界別リターン: NG.過去 1 年間で24.2 % の収益を上げたUK Integrated Utilities業界を下回りました。

リターン対市場: NG.過去 1 年間で19.5 % の収益を上げたUK市場を上回りました。

価格変動

Is NG.'s price volatile compared to industry and market?
NG. volatility
NG. Average Weekly Movement3.5%
Integrated Utilities Industry Average Movement4.1%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.4%
10% least volatile stocks in GB Market3.1%

安定した株価: NG. 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: NG.の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
199031,654Zoe Yujnovichwww.nationalgrid.com

ナショナル・グリッド plc は、電力とガスの送電と配電を行っている。英国送電事業、英国配電事業、ニューイングランド事業、ニューヨーク事業、ナショナル・グリッド・ベンチャー事業、その他事業を通じて事業を展開している。英国送電部門はイングランドとウェールズに送電網を提供している。英国配電部門は東部および西部ミッドランド、イングランド南西部、南ウェールズで配電サービスを提供している。ニューイングランド部門は、ニューイングランドで電力・ガスの供給・配給および高圧送電サービスを提供している。ニューヨーク部門は、ニューヨーク州で電力とガスの配給、送電サービスを提供している。ナショナル・グリッド・ベンチャー事業部門は、電力相互接続を通じた送電サービスと、グレイン島でのLNG輸入サービスを提供している。その他部門は、英国において商業用不動産の賃貸・販売および保険業務を行っている。同社は1990年に設立され、英国ロンドンに本社を置いている。

National Grid plc 基礎のまとめ

National Grid の収益と売上を時価総額と比較するとどうか。
NG. 基礎統計学
時価総額UK£65.10b
収益(TTM)UK£2.87b
売上高(TTM)UK£17.48b
22.4x
PER(株価収益率
3.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NG. 損益計算書(TTM)
収益UK£17.48b
売上原価UK£0
売上総利益UK£17.48b
その他の費用UK£14.61b
収益UK£2.87b

直近の収益報告

Sep 30, 2025

次回決算日

May 14, 2026

一株当たり利益(EPS)0.58
グロス・マージン100.00%
純利益率16.43%
有利子負債/自己資本比率123.4%

NG. の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

3.7%
現在の配当利回り
81%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/05 18:32
終値2026/05/05 00:00
収益2025/09/30
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

National Grid plc 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

アナリスト機関
Gary HovisArgus Research Company
Dominic NashBarclays
Dominic NashBarclays