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Portland General Electric

POR Utilities Unknown Updated August 01, 2026
$49.32
52W $41.00 – $54.62
50/100
$5.71B
21.5
0.54
AI Committee Verdict
Watch
Conviction: Contested · 33% agreement · 6 analysts
+0.2%
-1.3%
0.18:1
Contested

Is POR Bullish or Bearish?

Mixed. Innellis AI committee rates Portland General Electric (POR) Watch with a composite score of 50/100 , based on 6 analysts with 33% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +9.85 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -10.15 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — price-to-book of 1.3x is a discount to asset value. Growth Analyst remains cautious — eps declining -21.5% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.3x is a discount to asset value — Value
  • Dividend yield of 4.4% pays you to wait — Value
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • EPS declining -21.5% YoY despite any revenue growth — Growth
  • 3 consecutive earnings misses -- execution concerns — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 20 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
50/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 75%
of 45 Utilities peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 1.3x is a discount to asset value
Growth Analyst bearish
29 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -21.5% YoY despite any revenue growth
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 20 is in oversold territory (could mean either capitulation or a bounce setup)
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
49 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
− News sentiment is negative (-0.27 across 18 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 49.8 to 50.1.

Analyst-level changes:
  • Growth Analyst: stance neutral->bearish; score 41->29 (-12); +2 bearish signal(s).
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • News Analyst: +1 bearish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
20.3
Oversold
MACD Histogram
-0.414
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$48.67
Resistance
$49.44
Bollinger %B
-0.14
Below Lower Band
Price vs Moving Averages
EMA 9
$50.94 Below
EMA 21
$51.46 Below
EMA 50
$51.32 Below
EMA 200
$49.74 Below

Fundamental Analysis

Valuation
91
Growth
27
Profitability
0
Financial Health
50
Cash Flow
8
Valuation
P/E Ratio 21.5×
P/B Ratio 1.38×
PEG Ratio -1.34
Dividend Yield 0.04%
52W High $54.62
52W Low $41.00
Quality & Growth
ROE 7.4%
ROA 2.3%
Gross Margin 36.4%
Operating Margin 15.3%
Revenue Growth YoY
Debt / Equity 0.07
AI Fundamental Assessment
P/E ratio of 21.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of -1.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 0.00 (tight short-term liquidity); Debt-to-equity of 0.07; Free cash flow margin of -0.2% (thin cash generation); Free cash flow per share is negative (-1.63); Most recent quarter missed estimates by 6.8%; 3 consecutive earnings misses; EPS growth decelerating (+23.4% -> +10.3% QoQ); Average YoY EPS growth of -3.0%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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