Portland General Electric (POR)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
Research Workspace
Put POR 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 expansion. 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 under pressure — Maintain cash from operations near $268 million in Q1 2026: OCF $268.0M vs $268.0M target.
View ThesisRevenue growth is slowing — up about 1% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on capital allocation, earnings delivery, the balance sheet.
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 RiskPortland General Electric's growth depends on maintaining strong cash from operations. Recent earnings showed a beat with an EPS of 0.64, but the company missed expectations in Q1 2026. It trades at 1.4× price-to-book, below the peer median of 2.0×. This suggests the price reflects less growth than forecasted. The primary risk is the pressure on cash flow from proposed rate increases. Peer multiples imply a price about 20% above where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-09-04. POR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering POR (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| POR 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 2026-09-04. 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 POR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain strong cash from operations
Rate increases may impact cash flow and customer satisfaction.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Improve net income
Missed earnings indicate struggles in improving net income.

Maintain strong cash from operations
Earnings call provides insights but no major changes.
Maintain strong cash from operations
Earnings call details operational performance.
Advances: Increase dividend per share
Upgrade suggests positive outlook for dividend growth.
Advances: Increase dividend per share
Focus on dividend growth aligns with management's objectives.