PNW
Pinnacle West Capital
Utilities · Multi-Utilities · US
$99.25
Close 2025-12-31
✗ ETHICAL FAIL

NARROW MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$12.0B
Trailing P/E
18.50
Forward P/E
17.80
Rev Growth
+11.4%
Profit Margin
12.0%
ROE
9.6%
Analyst Target
$105.36
Recommendation
HOLD
About Pinnacle West Capital

Pinnacle West Capital Corporation, through its subsidiary, provides retail and wholesale electric services in the state of Arizona. The company engages in the generation, transmission, and distribution of electricity using nuclear, gas, oil, coal, and solar generating facilities. Its transmission facilities include overhead lines and underground lines; and distribution facilities consist of overhead lines and underground primary cables. The company also owns and maintains substations, including transmission and distribution yards; and owns energy storage facilities. Pinnacle West Capital Corporation was incorporated in 1985 and is headquartered in Phoenix, Arizona.

Opportunity Summary
Trading at $99 against a fair value of $112, a 11% discount. Fails ethical screen (Debt ratio). Ranks better than 6% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.48%)FAIL
Cash Ratio (0.06%)PASS
Receivables Ratio (0.02%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 67.0
Score Quality: 38.0
Score Combined: 38.8
Fair Value Est: $112.00 · Margin of Safety: +12.8% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality36.0
Cash Flow0.0
Moat70.0
Balance Sheet16.1
Debt Purity0.0
Liquid Purity81.3
Rev Purity93.2
Compliance51.4
Tier: BRONZE · Score: 54.5 · Rank: #942
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-061.47Pending--
2026-05-040.27+15889.5%
2026-02-250.050.13+162.2%
2025-11-033.083.39+9.9%
2025-08-061.591.58-0.4%
2025-05-010.01-0.04-422.8%
2025-02-25-0.14-0.06+58.1%
2024-11-063.483.37-3.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$1.1B$32.9M$412.0M$436.2M$131.2M0.27
2025-12-31$1.1B$15.4M$369.5M$409.1M$121.0M0.13
2025-09-30$1.8B$413.2M$846.0M$865.2M$581.8M3.45
2025-06-30$1.4B$192.6M$575.4M$595.1M$307.6M1.61
2025-03-31$1.0B-$4.6M$339.0M$352.1M$57.2M-0.04
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-14SPENCE WILLIAM HDirector1,665$166.1K
2026-05-14SIMS PAULA JDirector1,665$166.1K
2026-05-13TETLOW JACOBChief Operating Officer6,567$650.1K
2026-03-18GEISLER THEODORE NChief Executive Officer12,436--
2026-03-18BLANKENSHIP ELIZABETH A.Officer3,098--
2026-03-18GEISLER THEODORE NChief Executive Officer24,287--
2026-03-18COOPER ANDREW DChief Financial Officer18,177--
2026-03-18TETLOW JACOBOfficer of Subsidiary Company20,879--
2026-03-18ESPARZA JOSE LUIS JRDivisional Officer3,712--
2026-03-18BAUM SHIRLEY AGeneral Counsel2,781--
Top Institutional Holders
HolderSharesValue% Held
Capital Research Global Investors16.4M$1.7B0.1%
Blackrock Inc.11.8M$1.2B0.1%
Vanguard Capital Management LLC7.8M$803.1M0.1%
Barrow, Hanley Mewhinney & Strauss, LLC7.0M$720.6M0.1%
State Street Corporation6.9M$711.4M0.1%
Vanguard Portfolio Management LLC6.0M$616.5M0.0%
ATLAS Infrastructure Partners (UK) Ltd.5.1M$522.4M0.0%
Invesco Ltd.4.3M$437.5M0.0%
Soroban Capital Partners LP3.9M$396.8M0.0%
Geode Capital Management, LLC3.1M$322.6M0.0%
Analyst Recommendations
3 Months Ago
4
13
18 analysts
2 Months Ago
4
12
17 analysts
Last Month
3
12
16 analysts
Current
4
12
17 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$27.7B
Price/Book
1.76
Beta
0.455
Analysts
14
Total Revenue (TTM)
$5.5B
Total Debt
$15.1B
Dividend Yield
367.0%
Rec. Mean
2.59
Short Ratio
6.78
Short % Float
0.1%
Employees
6,610

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Trade Consideration
The Opportunity
Score 38.8 (P41 — top 59.0% of scored tickers). Narrow Moat. Ethical FAIL. 14 analysts at Hold.
Price: $99.25 | Target: $105.00 (+6%) | Fair Value: $112.00 (+13%)
Score
39
Moat
NARROW
Conviction
Standard
Upside
+6%
The Fundamentals
Revenue Growth+11.4%
Profit Margin0.0%
ROE9.6%
Forward P/E17.8
Market Cap$12.0B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-06$1.47Pending
2026-02-25$0.05$0.13+162.2%
2025-11-03$3.08$3.39+9.9%
2025-08-06$1.59$1.58-0.4%
2025-05-01$0.01$-0.04-422.8%
Position Sizing Scenarios
Stop: $84.36 (-15%) | Entry: $99.25
SharesCostProfit to TargetR:R
To Consensus ($105.00, 14 analysts)
10$992.50+$57.50 (6%)0.4R
50$4,962.50+$287.50 (6%)0.4R
100$9,925.00+$575.00 (6%)0.4R
To Fair Value ($112.00)
10$992.50+$127.50 (13%)0.9R
50$4,962.50+$637.50 (13%)0.9R
100$9,925.00+$1,275.00 (13%)0.9R
Risk Factors
  • Elevated short interest (6.78 days to cover)
The Verdict
Pinnacle West Capital holds a narrow competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

A
Quant Score
70.4
Risk Grade
LOW_RISK
Layers
8
Quality: HIGH_SORTINO
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.6%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.84
above 1.0 is good
Max Drawdown
-13.5%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
NEAR_UPPER
Beta
Relative Volume
1.1x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
62.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

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Inverse Correlated
TickerCorrelation
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Wednesday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
0.07839380633005726
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-1.5%
Beat Drift Positive %
0.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+1.4%
3M Return
+3.7%
6M Return
+17.3%
12M Return
+18.9%
Momentum Rank
#1772
Momentum Signal
UP

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