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PCG

BULLISH
$16.45 Live
PG&E Corporation · NYSE
Target $22.84 (+38.9%)
$12.97 52W Range $19.16

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 02, 2026
Market cap
$36.23B
P/E
12.75
ROE
8.8%
Profit margin
11.0%
Debt/Equity
1.88
Dividend yield
1.22%

AI Analysis

AI-powered fundamental assessment

Confidence
75%
PCG presents a classic value play, characterized by a stable Piotroski F-Score of 4/9 and significant undervaluation relative to its Graham Number ($20.22) and Intrinsic Value ($38.05). The company is exhibiting impressive growth momentum with YoY earnings growth of 39.8% and a PEG ratio of 0.72, suggesting the market is underpricing its growth potential. However, this fundamental strength is countered by bearish technical trends and negative insider sentiment. The overall outlook is bullish based on valuation and growth, provided the company manages its regulatory and litigation risks.

Key Strengths

Significant undervaluation with a P/E of 12.75 vs sector average of 26.67
Strong growth profile with 39.8% YoY earnings growth and 15% revenue growth
Attractive PEG ratio (0.72) indicating growth is not fully priced in
High operating margins (23.92%) compared to sector peers
Strong analyst consensus with a target price of $22.84 representing ~39% upside

Key Risks

Bearish insider activity with $2.93M in sales and zero buys
High Debt/Equity ratio (1.88) exceeding the sector average (1.66)
Low dividend yield (1.22%) for a regulated utility company
Exposure to significant litigation and regulatory risks as noted in 10-K
Bearish technical trend (0/100) indicating lack of short-term price momentum
AI Fair Value Estimate
Based on comprehensive analysis
$21.5
+30.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
59
Moderate
Value
90
Future
85
Past
40
Health
50
Dividend
30
AI Verdict
Undervalued Growth Utility
Key drivers: Low P/E and PEG ratios, Accelerating earnings growth, Regulatory/Litigation overhang
Confidence
80%
Value
90/100

Ref P/E 12.75, PEG 0.72, Graham Number $20.22

Positives
  • Trading well below Graham Number ($20.22)
  • P/E is less than half of the sector average
Watchpoints
  • Price/Book is slightly above 1.0
Future
85/100

Ref Growth rates: Revenue 15%, Earnings 39.8%

Positives
  • Strong Q/Q earnings growth (41.4%)
  • Consistent earnings beats in recent quarters
Watchpoints
  • Dependence on regulatory ratemaking mechanisms
Past
40/100

Ref Historical trends: 1Y Change -0.4%

Positives
  • 5Y change is positive (+46%)
Watchpoints
  • Flat 1Y return
  • Negative 3Y return
Health
50/100

Ref Piotroski F-Score 4/9, Debt/Equity 1.88

Positives
  • Current ratio above 1.0
Watchpoints
  • Piotroski F-Score is only 4/9 (Stable, not Strong)
  • Debt/Equity is higher than sector average
Dividend
30/100

Ref Yield 1.22%, Payout 11.63%

Positives
  • Very low payout ratio (11.63%) suggests high sustainability
Watchpoints
  • Yield is very low for the utility sector

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$16.45
Analyst Target
$22.84
Upside/Downside
+38.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for PCG and closest competitors.

Updated 2026-05-01
PCG
PG&E Corporation
Primary
5Y
+46.0%
3Y
-3.3%
1Y
-0.4%
6M
+3.7%
1M
-7.3%
1W
-1.0%
NRG
NRG Energy, Inc.
Peer
5Y
+399.8%
3Y
+385.3%
1Y
+43.7%
6M
-9.6%
1M
+6.5%
1W
+0.7%
PEG
Public Service Enterprise Group Incorporated
Peer
5Y
+48.7%
3Y
+40.9%
1Y
+5.2%
6M
+1.1%
1M
-1.3%
1W
-0.7%
ED
Consolidated Edison, Inc.
Peer
5Y
+69.2%
3Y
+20.4%
1Y
+1.3%
6M
+10.8%
1M
-0.9%
1W
-1.0%
DTE
DTE Energy Company
Peer
5Y
+45.3%
3Y
+44.3%
1Y
+11.1%
6M
+7.7%
1M
+0.7%
1W
+2.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
12.75
Forward P/E
9.13
PEG Ratio
0.72
P/B Ratio
1.17
P/S Ratio
1.4
EV/Revenue
3.87
EV/EBITDA
9.68
Market Cap
$36.23B

Profitability

Profit margins and return metrics

Profit Margin 11.01%
Operating Margin 23.92%
Gross Margin 39.35%
ROE 8.83%
ROA 2.53%

Growth

Revenue and earnings growth rates

Revenue Growth +15.0%
Earnings Growth +39.8%
Q/Q Revenue Growth +15.01%
Q/Q Earnings Growth +41.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.88
High debt
Current Ratio
1.2
Good
Quick Ratio
0.51
Poor
Cash/Share
$0.51

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$6.9B
Gross Margin
39.8%
Op. Margin
21.4%
Net Margin
12.9%
Total Assets
$142.0B
Liabilities
$108.5B
Equity
$33.2B
Debt/Equity
3.26x
Operating CF
$2.4B
CapEx
$-3.4B
Free Cash Flow
$-0.9B
FCF Yield
-38%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-30
$N/A
2026-04-23
$0.43
+8.8% surprise
2026-02-12
$0.36
-1.1% surprise
2025-10-23
$0.5
+17.3% surprise

Utilities Sector Comparison

Comparing PCG against 83 companies in the Utilities sector (5 bullish, 49 neutral, 29 bearish)
P/E Ratio
12.75
This Stock
vs
26.17
Sector Avg
-51.3% (Discount)
Return on Equity (ROE)
8.83%
This Stock
vs
0.73%
Sector Avg
+1112.2% (Excellent)
Profit Margin
11.01%
This Stock
vs
7.22%
Sector Avg
+52.4% (Superior)
Debt to Equity
1.88
This Stock
vs
1.65
Sector Avg
+13.8% (Higher)
Revenue Growth
15.0%
This Stock
vs
21.27%
Sector Avg
-29.5% (Slower)
Current Ratio
1.2
This Stock
vs
1.13
Sector Avg
+6.1% (Better)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

POPPE PATRICIA K.
Chief Executive Officer
Sell
2026-04-28
31,250 shares · $512,188
GLICKMAN JASON M.
Officer
Sell
2026-04-28
47,264 shares · $772,766
COOPER KERRY WHORTON
Director
Sell
2026-03-17
2,500 shares · $46,700
PETERMAN CARLA J
Officer
Sell
2026-03-16
31,786 shares · $582,002
BURKE CAROLYN JEANNE
Chief Financial Officer
Stock Award
2026-03-16
144,806 shares
SINGH SUMEET
Officer
Sell
2026-03-05
55,698 shares · $1,020,387
POPPE PATRICIA K.
Chief Executive Officer
Stock Award
2026-03-04
236,465 shares
POPPE PATRICIA K.
Chief Executive Officer
Gift
2026-03-03
32,335 shares
WILLIAMS STEPHANIE N.
Officer
Stock Award
2026-03-02
7,379 shares
VALLEJO ALEJANDRO T
Officer
Stock Award
2026-03-02
11,774 shares
WAGHRAY AJAY
Chief Technology Officer
Stock Award
2026-03-02
15,699 shares
SINGH SUMEET
Chief Executive Officer
Stock Award
2026-03-02
40,817 shares
SANTOS MARLENE
Divisional Officer
Stock Award
2026-03-02
40,817 shares
GLICKMAN JASON M.
Officer
Stock Award
2026-03-02
27,473 shares
PETERMAN CARLA J
President
Stock Award
2026-03-02
31,398 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-23

PCG announced its first-quarter financial results for 2026.

10-Q
10-Q
2026-04-23

PG&E Corporation reported a 41% increase in consolidated net income to $858 million for the quarter ended March 31, 2026, driven by a 15% rise in total utility operating revenues to $6.88 billion. This growth was partially offset by a $93 million net loss at the corporate level, primarily attributed to interest expenses on long-term debt. Key financial risks include the burden of long-term debt obligations and a 34% increase in Wildfire Fund expenses.

DEF 14A
DEF 14A
2026-04-09

PCG filed a definitive proxy statement on April 9, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

8-K
8-K
2026-02-20

PCG likely reported its fourth-quarter and full-year financial results in this 8-K filing.

8-K
8-K
2026-02-19

PCG filed an 8-K on February 19, 2026, likely to report its fourth-quarter and full-year financial results.

10-K
10-K
2026-02-12

PCG operates electric and natural gas utility services with a strategic focus on sustainability and a "Triple Bottom Line" approach. Financial performance is primarily driven by ratemaking mechanisms and the prevailing regulatory environment. Key risks include exposure to environmental regulations, legislative initiatives, and ongoing litigation.

8-K
8-K
2026-02-12

PCG likely filed this 8-K to announce its annual financial results for the fiscal year ended December 31, 2025.

8-K
CURRENT REPORT
2025-12-17
10-Q
10-Q
2025-10-23

PG&E Corporation filed its 10-Q on October 23, 2025. The filing directs investors to the 2024 Form 10-K for comprehensive details regarding significant risks affecting the company's financial condition, liquidity, and results of operations. No specific financial highlights were provided in the available excerpt.

8-K
8-K
2025-10-23

PCG filed an 8-K on October 23, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-02
8-K
CURRENT REPORT
2025-09-26
8-K
8-K
2025-09-24
8-K
CURRENT REPORT
2025-09-15
8-K
CURRENT REPORT
2025-09-12
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
16 analysts
Truist Securities
2026-04-21
init
Buy
Jefferies
2026-03-23
down
Buy Hold
JP Morgan
2026-03-18
Maintains
Overweight Overweight
UBS
2026-03-09
up
Neutral Buy
UBS
2026-02-20
Maintains
Neutral Neutral
Barclays
2026-02-18
Maintains
Overweight Overweight
Jefferies
2026-01-28
Maintains
Buy Buy
Wells Fargo
2026-01-20
Maintains
Overweight Overweight
JP Morgan
2025-12-12
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning PCG from our newsroom.

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