Southwest Gas Corp (SWX)
NYSEUtilitiesRegulated GasSnapshot 2026-09-14
$86.40+0.34%
Close 2026-09-14 · 1-day change
NYSEUtilitiesRegulated GasSnapshot 2026-09-14
Research Workspace
Put SWX 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 →
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 broken — Cash from operating activities improves: Q1 FY2026 OCF $162.1M vs $160M target; Q2 FY2026 OCF not reported.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 44%, softest on free-cash-flow margins.
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 RiskSWX's growth depends on its ability to increase net income through infrastructure expansion. Revenue growth is supported by a recent earnings beat and a significant expansion plan. The stock trades at 1.5× price-to-book, below the peer median of 1.9×, indicating that expectations look modest versus our view. A specific risk is the 39% probability of a miss in the next quarter, which could pressure the stock. Peer multiples imply a price about 12% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-14. SWX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering SWX (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare SWX 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 |
|---|---|---|---|---|---|
| SWX 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 8 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 Gas Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put SWX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Invest in infrastructure modernization and expansion
Investment in infrastructure modernization and expansion increased significantly.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase net income
Expansion enhances net income through increased margins.
Advances: Increase net income
Earnings beat supports net income growth objective.
Threatens: Increase net income
Earnings estimates decline could impact net income growth.
Icahn's exit may lead to strategic improvements.
Advances: Enhance cash from operating activities
Investment plans and customer growth enhance cash flow.
