POWL logo

Powell Industries, Inc. Stock Price

NasdaqGS:POWL Community·US$11.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 86 Fair Values set on narratives written by author

POWL Share Price Performance

US$291.50
228.68 (364.00%)
US$269.26
Fair Value
US$291.50
228.68 (364.00%)
8.3% overvalued intrinsic discount
US$269.26
Fair Value
Price US$291.50
AnalystConsensusTarget US$269.26
AnalystHighTarget US$350.00
AnalystLowTarget US$224.78

POWL Community Narratives

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Fair Value US$269.26 8.3% overvalued intrinsic discount

Capacity Expansion Will Drive Margin Pressure Amid Overextended Expectations

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·
Fair Value US$350 16.7% undervalued intrinsic discount

AI And Grid Modernization Demand Are Expected To Drive Long Term Earnings Power

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3users have followed this narrative
·
Fair Value US$224.78 29.7% overvalued intrinsic discount

Data Center Power Demand And LNG Exposure Will Limit Future Earnings Momentum

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US$224.78
29.7% overvalued intrinsic discount
Revenue
5.91% p.a.
Profit Margin
11.39%
Future PE
23.77x
Price in 2029
US$291.99
US$350
16.7% undervalued intrinsic discount
Revenue
5.78% p.a.
Profit Margin
14.88%
Future PE
28.42x
Price in 2028
US$453.99
US$269.26
8.3% overvalued intrinsic discount
Revenue
5.75% p.a.
Profit Margin
13.97%
Future PE
23.49x
Price in 2028
US$343.46

Trending Discussion

Updated Narratives

POWL logo

Data Center Power Demand And LNG Exposure Will Limit Future Earnings Momentum

Fair Value: US$224.78 29.7% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
POWL logo

AI And Grid Modernization Demand Are Expected To Drive Long Term Earnings Power

Fair Value: US$350 16.7% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
POWL logo

POWL: Discount Rate Increase Will Pressure Future Earnings Performance

Fair Value: US$269.26 8.3% overvalued intrinsic discount
41 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with proven track record.

1 Risk
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Powell Industries, Inc. Key Details

US$1.1b

Revenue

US$791.3m

Cost of Revenue

US$340.8m

Gross Profit

US$153.8m

Other Expenses

US$186.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
5.13
30.10%
16.51%
0%
View Full Analysis

About POWL

Founded
1947
Employees
3143
CEO
Brett Cope
WebsiteView website
www.powellind.com

Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems. The company’s products portfolio includes integrated power control room substations, custom-engineered modules, and electrical houses; and traditional and arc-resistant distribution switchgears and control gears, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches, and bus duct systems. It also provides field service inspection, installation, commissioning, modification, and repair services; spare parts; retrofit and retrofill components for existing systems; and replacement circuit breakers for switchgears. The company serves onshore and offshore production, liquefied natural gas facilities and terminals, pipelines and refineries, petrochemical, electric utility, light rail traction power, mining and metals, pulp and paper, data centers, commercial construction, and other industrial markets, as well as universities and government entities. It operates in the United States, Canada, the Middle East, Africa, Europe, Mexico, the Asia/Pacific, and Central and South America. Powell Industries, Inc. was founded in 1947 and is headquartered in Houston, Texas.

Recent POWL News & Updates

Seeking Alpha Jun 16

Powell Industries: Overpriced Momentum Play With Decelerating Growth Prospects - Reiterated Hold

Summary POWL enjoys diversified monetization prospects across the oil/gas, power generation, and data center end markets, with further opportunities in the government/defense sectors. These may explain the accelerating backlog/new order expansion and the richer profit margins in FQ2'26, with it offering great insights to their resilient top/bottom-line growth prospects. This is significantly aided by POWL's ongoing capacity expansion, the management hinting at new M&A opportunities, the richer cash flows, and the healthy balance sheet at zero debts. The overly done upward momentum has triggered the expensive P/E of 53.66x and 3Y PEG of 2.98x, while offering a minimal margin of safety to my base-case LTPT of $221.50. POWL remains a Hold here, with the overly done stock price momentum substantially diverging from their fundamentally robust AI growth story, worsened by the potential volatility from the elevated short interest ratio. Read the full article on Seeking Alpha

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