PG&E Tidigare resultatutveckling
Tidigare kriterier kontrolleras 4/6
PG&E har ökat intäkterna med en genomsnittlig årlig takt på 38.4%, medan Electric Utilities -branschen såg intäkterna växer på 6% årligen. Intäkterna har varit växande med en genomsnittlig takt på 5.5% per år. PG&E s avkastning på eget kapital är 8.5% och den har en nettomarginal på 11%.
Viktig information
38.38%
Tillväxttakt i vinsten
37.55%
Tillväxttakt för EPS
| Electric Utilities Tillväxt i branschen | 6.28% |
| Intäkternas tillväxttakt | 5.47% |
| Avkastning på eget kapital | 8.49% |
| Nettomarginal | 11.01% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Seeking Alpha • Feb 18
PG&E Starting To Climb Out Of Valuation Pit
Summary Utilities have been performing strongly, with those recovering from wildfire damage claims outperforming the sector. PG&E reaffirmed its positive earnings and growth forecasts. Wildfire safety metrics are improving, but more action is needed by the state, with recommendations due April 1. The convertible preferred PCG.PR.X offers a way to obtain the common shares at a discount. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • Sep 02
PG&E (NYSE:PCG) Use Of Debt Could Be Considered Risky
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...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 AlphaSeeking Alpha • Nov 08
PG&E: The Earnings Outlook Still Looks Good, Shares Undervalued
Summary PG&E remains a bargain with a trailing 12-month operating P/E of 14.6, a 23% discount to the sector, and a favorable PEG ratio. Despite wildfire risks and past bankruptcies, PG&E's valuation is compelling, with positive EPS trends and solid revenue growth projections. Technical analysis shows PG&E in an uptrend, targeting $22-$23, supported by a rising 200-day moving average and a bullish breakout. I maintain a buy rating on PG&E, expecting further gains into 2025 due to its undervaluation and strong financial outlook. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
PG&E Corporation: Likely To Benefit From Approvals And Project Expansion Into 2025
Summary PG&E Corporation reported a 13.16% YoY revenue growth in Q2 2024, raising its earnings guidance by 10% into 2025 and 9% annually through 2028. Despite strong financials and regulatory approvals, PG&E offers low shareholder returns compared to rivals, necessitating an increase in dividends to match industry peers. The CPUC's approval of net billing tariffs and higher customer payments will support PG&E's infrastructural plans and increased demand from EVs, AI, and data centers. PG&E's stock is slightly undervalued with a forward P/E ratio of 15.83X, indicating potential upside into 2025, making it a hold. Read the full article on Seeking Alpha
Ny berättelse • Aug 20
Steady Growth And Robust Infrastructure Investments Mark Bright Future For Utility Giant
PG&E's commitment to significant earnings growth and infrastructure investment supports a strong financial outlook, enhancing investor revenue predictability.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur PG&E tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 25,833 | 2,844 | -182 | 0 |
| 31 Dec 25 | 24,935 | 2,593 | -144 | 0 |
| 30 Sep 25 | 24,762 | 2,598 | -176 | 0 |
| 30 Jun 25 | 24,453 | 2,351 | -165 | 0 |
| 31 Mar 25 | 24,541 | 2,350 | -177 | 0 |
| 31 Dec 24 | 24,419 | 2,475 | -188 | 0 |
| 30 Sep 24 | 24,829 | 2,747 | -85 | 0 |
| 30 Jun 24 | 24,776 | 2,519 | -167 | 0 |
| 31 Mar 24 | 24,080 | 2,405 | -156 | 0 |
| 31 Dec 23 | 24,428 | 2,242 | -146 | 0 |
| 30 Sep 23 | 22,757 | 1,836 | -239 | 0 |
| 30 Jun 23 | 22,263 | 1,944 | -355 | 0 |
| 31 Mar 23 | 22,091 | 1,894 | -472 | 0 |
| 31 Dec 22 | 21,680 | 1,800 | -587 | 0 |
| 30 Sep 22 | 21,556 | 1,759 | -585 | 0 |
| 30 Jun 22 | 21,627 | 212 | -558 | 0 |
| 31 Mar 22 | 21,724 | 253 | -532 | 0 |
| 31 Dec 21 | 20,642 | -102 | -506 | 0 |
| 30 Sep 21 | 20,144 | -374 | -484 | 0 |
| 30 Jun 21 | 19,561 | 800 | -462 | 0 |
| 31 Mar 21 | 18,879 | -1,569 | -439 | 0 |
| 31 Dec 20 | 18,469 | -1,318 | -416 | 0 |
| 30 Sep 20 | 18,464 | -5,135 | -206 | 0 |
| 30 Jun 20 | 18,014 | -6,837 | -149 | 0 |
| 31 Mar 20 | 17,424 | -7,418 | -92 | 0 |
| 31 Dec 19 | 17,129 | -7,656 | -187 | 0 |
| 30 Sep 19 | 16,474 | -10,912 | 98 | 0 |
| 30 Jun 19 | 16,423 | -8,729 | 47 | 0 |
| 31 Mar 19 | 16,714 | -7,160 | -3 | 0 |
| 31 Dec 18 | 16,759 | -6,851 | -52 | 0 |
| 30 Sep 18 | 16,771 | 136 | -291 | 0 |
| 30 Jun 18 | 16,907 | 122 | -194 | 0 |
| 31 Mar 18 | 16,923 | 1,512 | -87 | 0 |
| 31 Dec 17 | 17,135 | 1,646 | -1 | 0 |
| 30 Sep 17 | 17,748 | 2,224 | 0 | 0 |
| 30 Jun 17 | 18,041 | 2,062 | 0 | 0 |
| 31 Mar 17 | 17,960 | 1,862 | -10 | 0 |
| 31 Dec 16 | 17,666 | 1,393 | -12 | 0 |
| 30 Sep 16 | 17,120 | 835 | 0 | 0 |
| 30 Jun 16 | 16,860 | 754 | 0 | 0 |
| 31 Mar 16 | 16,908 | 950 | 0 | 0 |
| 31 Dec 15 | 16,833 | 874 | 0 | 0 |
| 30 Sep 15 | 16,974 | 871 | 0 | 0 |
| 30 Jun 15 | 17,363 | 1,375 | 0 | 0 |
Kvalitetsintäkter: PCG har inkomster av hög kvalitet.
Växande vinstmarginal: PCG s nuvarande netto vinstmarginaler (11%) är högre än förra året (9.6%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: PCG har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 38.4% per år.
Accelererande tillväxt: PCG s intäktstillväxt under det senaste året ( 21% ) är under sitt 5-åriga genomsnitt ( 38.4% per år).
Resultat vs industri: PCG vinsttillväxt under det senaste året ( 21% ) översteg Electric Utilities branschen 9.5%.
Avkastning på eget kapital
Hög ROE: PCG s avkastning på eget kapital ( 8.5% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/01 05:18 |
| Aktiekurs vid dagens slut | 2026/05/29 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
PG&E Corporation bevakas av 28 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |