Feed / POR

Portland General Electric Company

POR

Utilities · 48.24 -0.6% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Portland General Electric Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.

Company-0.6% todayVolume comparison unavailable
Market group0 of 14 activeRegulated Electric Utilities · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • POR's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if POR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Utilities · Utilities - Regulated Electric

No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • POR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements109
Verified relationships16
Evidence supporting the case
  • Credit and interest rates has repeated favorable evidence across 4 filings.
  • Demand and volume has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Diluted shares increased 6.3% in the latest annual period.
Questions before a position
  • EV/sales is 46% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

48.24
6m-8.5%12m+14.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.4B+11.7%$2.72-0.0%
2022-12-31$2.6B+10.5%$2.60+0.0%
2023-12-31$2.9B+10.4%$2.33+9.3%
2024-12-31$3.4B+17.7%$3.01+6.3%
2025-12-31$3.6B+4.0%$2.77+6.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
Increases in Depreciation and amortization expense, driven by higher depreciable asset balances, and Interest expense, net, due to higher long-term debt balances, were largely anticipated and somewhat offset in net income by corresponding revenues.
10-Q · May 1, 2026
Energy and commodity pricesmixed · 4 filings
As of December 31, 2024 , gross amounts included as Price risk management liabilities subject to master netting agreements were $ 41 million, entirely for natural gas, for which PGE had posted $ 16 million collateral.
10-K · Feb 17, 2026
Legal and regulatory exposuremixed · 4 filings
The decrease was primarily driven by lower AFUDC on construction work in progress balances and $1 million in expense related to regulatory disallowances.
10-Q · May 1, 2026
Demand and volumepositive · 3 filings
The current quarter results included $17 million of business transformation and optimization expense and a total of $15 million in charges resulting from the OPUC orders pertaining to the Company's January 2024 storm and RCE deferral recoveries.
10-Q · May 1, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.5× · EV/sales 2.8×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

48.24-0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for POR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for POR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind POR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

NEENextEra Energy, Inc.partnerMay 1, 2026

Wheatridge Expansion—PGE and NextEra Energy, Inc.

HWCHancock Whitney CorporationpartnerMay 1, 2026

Central to this Acquisition is PGE’s plan to enter into a joint venture with Manulife Infrastructure Fund III, L.P.

Depended on by

MACThe Macerich CompanydistributorMay 7, 2026

For the three months ended March 31, 2026, the Company sold a land parcel at Washington Square in Portland, Oregon, for $13.0 million, resulting in the Company’s share of the gain on sale of land of $10.1 million.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 18 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

POR is currently a Follower in the organic co-movement group Regulated Electric Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.