Manila Electric Company

PSE:MER Stok Raporu

Piyasa değeri: ₱693.2b

Manila Electric Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 3/6

Manila Electric yıllık ortalama 19.9% oranında kazançlarını artırırken, Electric Utilities sektöründe kazançlar growing at 4.5% annual. Gelirler growing yılda ortalama 10.7% oranında artmaktadır. Manila Electric'in özkaynak karlılığı 23.5% ve net marjı 10.2%'dir.

Anahtar bilgiler

19.90%

Kazanç büyüme oranı

19.90%

EPS büyüme oranı

Electric Utilities Sektör Büyümesi7.32%
Gelir büyüme oranı10.71%
Özkaynak getirisi23.54%
Net Marj10.23%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
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Yeni Anlatı 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.

Gelir ve Gider Dağılımı

Manila Electric nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

PSE:MER Gelir, gider ve kazançlar (PHP Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26503,59351,51520,5720
31 Dec 25497,32551,13021,1980
30 Sep 25486,70448,92621,8490
30 Jun 25478,10447,05321,0040
31 Mar 25480,32546,71020,3310
31 Dec 24470,36245,85919,2410
30 Sep 24463,80443,37918,8390
30 Jun 24456,26942,61118,7930
31 Mar 24442,51839,54918,2630
31 Dec 23443,61238,02317,8560
30 Sep 23446,87637,07220,1100
30 Jun 23451,74333,16319,6700
31 Mar 23446,26630,12118,5500
31 Dec 22426,52928,43118,6120
30 Sep 22401,71426,73416,6100
30 Jun 22369,05626,67016,7140
31 Mar 22339,74025,54516,9580
31 Dec 21318,54723,49816,5980
30 Sep 21292,81321,58614,1170
30 Jun 21282,14719,42113,4070
31 Mar 21269,98718,03112,6140
31 Dec 20275,30416,31614,3500
30 Sep 20291,39716,21613,5220
30 Jun 20295,61618,12213,8110
31 Mar 20312,96620,23313,8120
31 Dec 19318,31523,28513,4640
30 Sep 19318,16923,12613,0270
30 Jun 19318,86323,05113,1470
31 Mar 19309,02523,37612,9700
31 Dec 18304,45423,01713,0460
30 Sep 18295,57822,66826,0310
30 Jun 18292,06821,85639,3720
31 Mar 18286,78720,87963,4460
31 Dec 17282,55620,38412,9690
30 Sep 17276,40619,42863,9100
30 Jun 17269,40918,90963,3180
31 Mar 17263,58419,44662,9300
31 Dec 16257,18119,17662,7090
30 Sep 16256,51618,62562,4290
30 Jun 16253,19518,11960,5080
31 Mar 16255,98219,22458,9160
31 Dec 15258,39919,09858,9300
30 Sep 15260,49319,89457,6060
30 Jun 15268,17620,16357,4010

Kaliteli Kazançlar: MER yüksek düzeyde nakit dışı kazança sahiptir.

Büyüyen Kar Marjı: MER 'nin mevcut net kar marjları (10.2%) geçen yılın (9.7%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: MER şirketinin kazancı son 5 yılda yılda 19.9% oranında arttı.

Büyüme Hızlandırma: MER 'un son bir yıldaki kazanç büyümesi ( 10.3% ) 5 yıllık ortalamasının ( 19.9% /yıl) altındadır.

Kazançlar vs. Sektör: MER geçen yılki kazanç büyümesi ( 10.3% ) Electric Utilities sektörünün 10.3% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: MER 'nin Özsermaye Getirisi ( 23.54% ) yüksek olsa da, bu ölçüm yüksek borç seviyeleri nedeniyle çarpıktır.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 01:29
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Manila Electric Company 15 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Julian Vincent RoxasBofA Global Research
Eunice DolatreCGS International
Jan Derrick GuarinCLSA