Public Service Enterprise Group PEG

Name: PEG Crucible Score
Creator: Kaladin Capital Intelligence

UnknownUnknownN/A📅 Scored March 16, 2026

Price at analysis: $80.95

Crucible Score

57.4

Quality × Value Composite

KQI — Quality

60.4

C+

Fundamental Quality Index

KVI — Value

53.7

C-

Valuation Attractiveness Index

Crucible Verdict — PEG

Public Service Enterprise Group (PEG) delivers solid operational execution with strong management effectiveness and market position, but mediocre financial quality and growth prospects keep the overall profile unremarkable. The 6% upside to fair value offers limited appeal given the C-grade fundamentals. PEG's regulated utility framework provides stability, though investors should monitor whether management can translate operational strengths into improved financial metrics.

— Kal, Kaladin Capital Intelligence

◆ KQI Quality Dimensions

Financial Quality

52.9

Growth Profile

54.1

Moat Durability⚠

60.8

Management Effectiveness

68.8

Diversification & Resilience

52.5

Market Position

72.0

Weakest dimension: Diversification & Resilience (52.5)

◆ KVI Value Dimensions

DCF Margin of Safety

61.1

FCF Yield & Cash Returns

18.7

Relative Valuation

51.0

Growth-Adjusted Value

79.3

Historical Valuation

69.0

Macro Context

63.9

◆ DCF Valuation Scenarios

Bear Case

$62.18

Base Case

$85.42

Bull Case

$115.63

Price at Analysis

$80.95

Scenario	Fair Value	Rev CAGR (5yr)	Terminal Margin	WACC
🔴 Bear	$62.18	2.5%	22.0%	7.8%
🟢 Base	$85.42	3.5%	26.0%	7.3%
🟢 Bull	$115.63	4.5%	30.0%	6.8%

Key Assumptions: WACC derived using CAPM with 4.39% risk-free rate, 0.58 beta, and 5.5% ERP (base), yielding ~7.3% base WACC appropriate for a regulated utility. Revenue growth anchored to historical average around $10.6B with modest 2.5-4.5% growth reflecting regulated rate base expansion and infrastructure investment. Operating margins normalized between 22-30% reflecting the wide historical range (negative to 33%), with heavy capex (~25% of revenue) consistent with the 5-year average reflecting ongoing grid modernization. Effective tax rate set at 12% reflecting historical benefits from tax credits and deferred tax items common in utilities.

◆ Financial Snapshot

Profitability

Gross Margin69.0%

Operating Margin24.5%

Net Margin17.3%

ROIC4.8%

ROE9.4%

Balance Sheet

Balance SheetCR: 0.80

Cash ConversionFCF/EPS: 0.13x

Capital IntensityCapex/Rev: 16.8%

Altman Z-Score1.33 (Distress)

Piotroski F-Score7/9 (Good)

Growth

Revenue CAGR5.7% CAGR

Earnings CAGR2.6% CAGR

Growth ConsistencyCV: 2.59

Segment Breadth5/5 growing (100%)

Quarterly TrendRev∆, Margin∆, WC↓

Earnings CredibilityTends to Beat

◆ Analyst Consensus & Leadership

Leadership & Governance

CEOJawaharial Iyer · 4 years

CEO Ownership25.1%

Compensation83% performance-based

Insider ActivitySelling

Capital AllocationROIC 4.8% vs WACC 3.3%

Earnings Beat Rate78% (18/22)

◆ Related Companies in Our Universe

Other Unknown companies scored by the Crucible:

ADBE81.8A-NICE80.7A-DECK79.9A-INTU79.9A-EXEL78.3A-MTCH78.2A-TTD78.0B+

Methodology All Scores Crucible Briefs Performance @KaladinCI

Analysis conducted March 16, 2026 based on most recent SEC filings. Updated quarterly, after new SEC filings.

Point-in-time fundamental analysis. Not investment advice. Scores reflect company quality and valuation at time of analysis and may not reflect current market conditions.