PG&E Corporation (PCG)
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
$13.23+0.61%
Close 2026-10-29 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
Research Workspace
Put PCG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Multi-Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS of $1.64 to $1.66 in FY26: Diluted EPS: $0.34 per share.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 29%, softest on free-cash-flow yield.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskPCG’s case rests on steady utility earnings, robust cash backing, and an earnings yield above its sector. Recent EPS beats have become an inline result, with no recent revenue-growth trend established. Third-quarter 2026 non-GAAP EPS was $0.41, matching consensus. PCG trades at 0.9× P/B versus a 2.0× peer median, and 1.2× its own historical multiple. The desk says the price reflects less growth than its forecast. The specific risk is wildfire liability pressure on guidance, alongside a 21% next-quarter miss probability. EPS guidance of $1.64 to $1.66 for FY26 is the primary pillar under pressure. Peer multiples imply a price about 36% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. PCG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering PCG (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for PCG in the last 4 months.
Continue this research
Compare PCG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PCG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Multi-Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put PCG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Reaffirm 2026 EPS guidance of $1.64 to $1.66
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $13.23
The last 12 months of price, then the range of analyst 12-month targets from today’s $13.23.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reaffirms tracked 2026 EPS guidance, supporting confidence despite the ongoing strategic review.
Advances: Reaffirm 2026 EPS guidance of $1.64 to $1.66
Reported safety gains support guidance, though the revenue miss tempers the positive thesis impact.
Expanded shutoffs reflect heightened wildfire risk and may increase reliability, customer, and regulatory pressures.
Power shutoffs could impact customer trust and operational stability.
Power blackouts could impact EPS guidance and operational stability.
Power shutoff may impact operational costs and reliability.
Preemptive cuts may affect operational efficiency and costs.
Power shutoffs could impact operational performance and cost management.
