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The Screen · Utilities · Utilities - Regulated Electric
Portland General Electric Company
POR · the NYSE · USD · Market cap $5.5B · 2,877 employees
Portland General Electric Company, an integrated electric utility company, engages in the generation, wholesale purchase, transmission, distribution, and retail sale of electricity in the state of Oregon.
FAIL · Does not pass the screen
47.24 USD
Screen close, 2026-09-18 · not a live quote Last reviewed 4 days ago
Screened 2026-09-18 · the tape above runs as of 11:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 47.24 against the desk's fair-value range, base estimate 53.40, over the last year.
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical does not pass the values gate
Price47.24 USD
Fair value53.40
Ethical score70.0/100
Our investment reviews on this name
2026-09-09Read Accumulation49.81-5.2% to today
2026-07-02Read Distribution50.72-6.9% to today ✓
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Portland General Electric Company holds its Markdown at $47.24. The statistical read favours the sellers, held for 498 days.
As held on the ledger · 2026-09-18
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 498 days
Price at the screen
$47.24
Valuation
20.90 trailing · 13.17 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.53
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
37.43%
Below 33%
Interest-bearing debt is 37.4% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
4.05%
Below 49%
Money owed to the company is 4.1% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-18 screen. The gold marker is the market price at the same screen. A 13.0% margin of safety to the base estimate.
Third-party analyst targets: 11 covering, consensus Hold. The average target sits +12% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-18 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Oregon Utility Offers Little Room to Grow
When the lights flicker on across Portland homes each evening, someone has to keep the wires humming and the bills paid. Portland General Electric runs that show with its thermal plants, wind farms and hydro sites dotted across Oregon. The business is steady by nature, yet the figures tell a flatter story.
We pass because the opportunity is thin. Revenue is already down 5 percent, returns on equity sit at just 6 percent and the shares sit only 4 percent below our fair value. Eleven analysts call it a hold with a 55 dollar median target, which matches the modest 14.6 times forward earnings on offer.
Risks sit in the usual regulated squeeze on rates and the thin 7 percent profit margin that leaves scant room if fuel or maintenance costs rise. Low growth plus average returns can trap capital for years rather than build it.
Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
POR trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from distribution to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 2.6% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 28%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (11 analysts) rates it hold, with a mean price target of $53.
2026-08-09Distribution$48.54-4.3%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 28%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (11 analysts) rates it hold, with a mean price target of $53.
2026-07-18Distribution$50.72+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 28%. Our forward projection puts the odds of a 10% gain over the next month near 11%. The street (11 analysts) rates it hold, with a mean price target of $53.
2026-07-03Distribution$50.72+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Distribution$50.72Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
