PPL Corporation (PPL)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-14
$33.23-1.66%
Close 2026-09-15 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-14
Research Workspace
Put PPL 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 →
Electric 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.
Recent financial performance slipped notably this past month, though still top-half.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskPPL's growth relies on strong demand from hyperscale data centers and ongoing capital investments. Revenue increased 4.2% year over year, supporting operating income growth of 17%. It trades at 1.7× price-to-book, below the peer median of 1.9×. The price reflects less growth than forecasted, indicating modest expectations. A specific risk is the 24% probability of a miss in the next quarter. Peer multiples imply a price roughly in line with where it trades. This read is provisional; the thesis is on watch due to recent performance slipping notably.
Trailing returns as of 2026-09-15. PPL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering PPL (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for PPL in the last 4 months.
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Compare PPL 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 |
|---|---|---|---|---|---|
| PPL 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 2026-09-14. 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 Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put PPL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance joint venture to build generation for data centers
Guidance aligns with data center growth strategy.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $33.23
The last 12 months of price, then the range of analyst 12-month targets from today’s $33.23.
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.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Strengthen and modernize the electric grid
Increased demand supports grid modernization efforts.
Advances: Advance joint venture to build generation for data centers
Land deal facilitates data center power generation.
Threatens: Strengthen and modernize the electric grid
Rate hikes could hinder grid modernization efforts.
Threatens: Increase annual base distribution revenues by $275M
Rate order may impact distribution revenue growth.
Threatens: Reaffirm 2026 EPS forecast of $1.90 to $1.98
Earnings miss raises concerns about EPS forecast.
Advances: Reaffirm 2026 EPS forecast of $1.90 to $1.98
EPS growth projection supports 2026 EPS forecast.
Threatens: Increase annual base distribution revenues by $275M
Slower dividend growth may hinder revenue increase objective.
