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PCG PG&E Corporation

utility · valued with glm-5.2 medium conviction · deep-dived 2026-09-07

STRONG BUY
Intrinsic value$25.44
Price (at call)$14.30
Margin of safety +77.9%
vs market (rating basis) +104.7%

Model unavailable; showing baseline valuation.

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The story

Value drivers

Return on equity (normalized)10.2%
Book-value growth (Y1)4.8%
Terminal book growth3.0%
Beta0.50
Failure probability0.0%
Cost of equity7.0%

Valuation bridge

PV of excess returns7.99B
PV of terminal excess17.08B
Equity value56.04B
÷ shares → per share$25.44

News

bearish -0.30 · 8 articles

  • Jim Cramer on PG&E (PCG): Wildfire Liability Puts Growth Plans Under Pressure
  • PG&E (PCG) Sub Says California’s Wildfire Bill Leaves Financing Risk Unresolved. What Protection Is Still Missing?
  • PG&E (PCG) Stock Sees Fair Value Cut As Analysts Split Over California Risks
  • PG&E, Google, Rewiring America Launch VPP in California
  • Tesla and Google Just Joined a New Bet on the Electric Grid
  • Broadcom upgraded, Ultragenyx downgraded: Wall Street's top analyst calls
  • TSLA, PCG, GOOGL, RUN, CARR Stocks In Focus: A New Virtual Power Plant To Connect 21,000 Home Energy Devices
  • Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, Deere & Company, Dell Technologies, Devon Energy, Moderna, Permian Resources, PG&E, Thermo Fisher, Viper Energy, and More

Projected excess returns on equity

YrBook equityROEExcess returnPV
130.96B 10.2%988.20M 923.26M
232.44B 10.2%1.03B 897.73M
333.92B 10.2%1.07B 871.22M
435.41B 10.2%1.11B 843.86M
536.89B 10.1%1.15B 815.78M
638.36B 10.1%1.18B 787.10M
739.81B 10.1%1.22B 757.96M
841.24B 10.1%1.25B 728.48M
942.64B 10.1%1.29B 698.78M
1044.01B 10.0%1.32B 668.98M

History

DatePriceIntrinsicMoSRating
2026-09-07$14.30 $25.44 +77.9% STRONG BUY
2026-07-27$17.85 $20.33 +13.9% STRONG BUY
2026-06-23$16.77 $20.39 +21.6% STRONG BUY