-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、2026年のEPS予想の8.7倍に基づき、12ヶ月目標株価を14ドルに据え置きます。これは、PCGの配当利回りが低い（1.2%）、山火事賠償責任に関する規制上の不確実性、そして2020年の破産からの脱却後も依然として警戒感が残ることを反映した、同業他社の平均19.7倍を大幅に下回る水準です。2026年のEPS予想を0.03ドル引き上げて1.64ドルに、2027年のEPS予想を0.07ドル引き上げて1.80ドルとします。PCGの730億ドルの設備投資計画は、経営陣がSB 254第2段階法案で山火事のテールリスクをモデル化できない場合、再評価の可能性を示唆しているため、不確実性が高まっています。明るい兆しとして、山火事対策は引き続き着実に進展しており、PCGは当四半期中に送電線の地中化を31マイル、高リスク地域における電柱の強化と電線被覆工事を44マイル完了しました。物理的にも財務的にも山火事リスク軽減に向けた取り組みは、今後数年間、平均を上回るEPS成長の機会を支えるものと考えています。2026年には5.5%、2027年には3.1%の収益成長を見込んでいます。
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