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PPL PPL Corporation

utility · 2026-09-25

N/A
too hard · 34
Owner-earnings value$30.88
Price$31.97
Margin of safety -3.4%

Quality gate · 34/100

Returns on capital 0/30
Consistency 16.7/22
Margins / pricing power 12.1/16
Balance sheet 1.3/16
Cash conversion 0/10
Capital allocation 3.8/6

⚠ sub-hurdle returns (median roic 5% < 9%) · over-levered (net debt/EBITDA 4.6x > 4x)

Median ROIC4.6%
Gross margin43.4%
Net debt / EBITDA4.6x
FCF conversion-82%
Share count / yr+0.7%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)1.27B
Owner-earnings yield5.3%
Free-cash-flow yield-8.3%
Growth used (normalized)4.6%
Market-implied growth (reverse DCF)5.4%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
11.32B 4.6%1.21B
21.38B 4.4%1.16B
31.44B 4.2%1.11B
41.50B 4.1%1.06B
51.56B 3.9%1.01B
61.62B 3.7%963.52M
71.67B 3.5%915.18M
81.73B 3.4%867.78M
91.78B 3.2%821.42M
101.84B 3.0%776.21M

Recent news

score · 8 articles

  • PPL (PPL) Suffers a Larger Drop Than the General Market: Key Insights
  • Can PPL's Financing Strategy Support Growth and Capital Investments?
  • PPL (PPL) Stock Fair Value Edges Lower As Analysts Weigh Growth Against Policy Risks
  • Can LNT's Infrastructure Investments Support Long-Term Growth?
  • Is PPL (PPL) a Buy as Wall Street Analysts Look Optimistic?
  • Is PPL Corporation Stock Underperforming the Dow?
  • PPL (PPL) Falls More Steeply Than Broader Market: What Investors Need to Know
  • Can Kentucky's Economic Development Drive PPL's Long-Term Growth?

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~5%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.

History

DateQualityPriceValueMoSRating
2026-09-25 34 $31.97 $30.88 -3.4% N/A
2026-08-14 34 $35.68 $29.74 -16.7% N/A
2026-07-02 34 $35.62 $29.74 -16.5% N/A
2026-06-25 34 $36.92 $29.74 -19.5% N/A
2026-06-23 34 $36.29 $29.74 -18.1% N/A