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Pinnacle West Capital Corporation (PNW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7234841010

CUSIP

723484101

Sector

Utilities

IPO Date

Jul 19, 1984

Highlights

Market Cap

$9.79B

EPS (TTM)

$5.32

PE Ratio

16.18

PEG Ratio

3.07

Total Revenue (TTM)

$5.02B

Gross Profit (TTM)

$1.72B

EBITDA (TTM)

$1.98B

Year Range

$63.11 - $95.42

Target Price

$93.93

Short %

4.11%

Short Ratio

2.68

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PNW vs. POR PNW vs. AQN.TO PNW vs. ^GSPC PNW vs. SCHD PNW vs. VTV PNW vs. XLI PNW vs. SPY PNW vs. VOO PNW vs. SO PNW vs. NEE
Popular comparisons:
PNW vs. POR PNW vs. AQN.TO PNW vs. ^GSPC PNW vs. SCHD PNW vs. VTV PNW vs. XLI PNW vs. SPY PNW vs. VOO PNW vs. SO PNW vs. NEE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Pinnacle West Capital Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,500.00%3,000.00%3,500.00%4,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,837.25%
3,844.17%
PNW (Pinnacle West Capital Corporation)
Benchmark (^GSPC)

Returns By Period

Pinnacle West Capital Corporation had a return of 23.73% year-to-date (YTD) and 25.53% in the last 12 months. Over the past 10 years, Pinnacle West Capital Corporation had an annualized return of 6.32%, while the S&P 500 had an annualized return of 11.06%, indicating that Pinnacle West Capital Corporation did not perform as well as the benchmark.


PNW

YTD

23.73%

1M

-7.44%

6M

16.27%

1Y

25.53%

5Y*

3.25%

10Y*

6.32%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of PNW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-2.88%-0.83%9.37%-0.27%7.07%-3.14%12.06%3.32%1.22%-0.88%7.83%23.73%
2023-0.80%-1.17%7.55%0.10%-1.50%5.41%2.73%-6.70%-4.65%1.88%1.02%-4.14%-1.18%
2022-0.19%1.75%10.26%-7.78%9.06%-5.83%1.65%2.56%-14.39%5.52%16.53%-2.91%13.01%
2021-4.85%-7.07%16.33%5.10%-0.08%-3.09%2.93%-7.96%-5.90%-10.88%2.18%8.52%-7.78%
20209.50%-8.39%-15.31%1.58%2.22%-5.92%14.44%-11.71%1.64%10.52%0.34%-2.32%-7.68%
20194.31%6.38%1.96%0.46%-1.43%0.19%-2.27%4.48%1.85%-3.04%-6.37%2.91%9.06%
2018-5.31%-3.74%3.69%1.74%-1.11%1.19%0.71%-2.34%0.80%4.80%8.64%-4.66%3.58%
20170.34%5.87%1.45%2.83%3.83%-3.61%2.62%3.74%-6.01%4.55%4.67%-7.22%12.67%
20163.85%3.80%9.07%-2.38%1.29%10.15%-1.92%-4.86%1.27%1.07%-2.89%5.55%25.36%
20153.60%-8.69%-0.51%-3.08%-0.46%-6.62%9.53%-3.53%7.74%-0.01%-0.24%1.77%-2.01%
20140.56%5.74%-1.78%2.36%0.07%4.37%-6.58%6.47%-4.06%13.63%2.86%8.03%34.53%
20135.79%4.80%3.49%6.15%-7.26%-1.79%7.16%-7.86%0.87%3.38%-4.77%-0.82%7.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 83, PNW is among the top 17% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PNW is 8383
Overall Rank
The Sharpe Ratio Rank of PNW is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of PNW is 8282
Sortino Ratio Rank
The Omega Ratio Rank of PNW is 7979
Omega Ratio Rank
The Calmar Ratio Rank of PNW is 8282
Calmar Ratio Rank
The Martin Ratio Rank of PNW is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Pinnacle West Capital Corporation (PNW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PNW, currently valued at 1.39, compared to the broader market-4.00-2.000.002.001.392.10
The chart of Sortino ratio for PNW, currently valued at 2.01, compared to the broader market-4.00-2.000.002.004.002.012.80
The chart of Omega ratio for PNW, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.39
The chart of Calmar ratio for PNW, currently valued at 1.10, compared to the broader market0.002.004.006.001.103.09
The chart of Martin ratio for PNW, currently valued at 6.75, compared to the broader market-5.000.005.0010.0015.0020.0025.006.7513.49
PNW
^GSPC

The current Pinnacle West Capital Corporation Sharpe ratio is 1.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Pinnacle West Capital Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.39
2.10
PNW (Pinnacle West Capital Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Pinnacle West Capital Corporation provided a 4.16% dividend yield over the last twelve months, with an annual payout of $3.54 per share. The company has been increasing its dividends for 30 consecutive years, earning it the status of a dividend aristocrat.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.54$3.48$3.42$3.34$3.18$3.00$2.82$2.66$2.53$2.41$2.30$2.20

Dividend yield

4.16%4.84%4.49%4.73%3.98%3.33%3.31%3.12%3.24%3.74%3.37%4.16%

Monthly Dividends

The table displays the monthly dividend distributions for Pinnacle West Capital Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.88$0.00$0.00$0.88$0.00$0.00$0.00$0.88$0.00$0.00$0.90$0.00$3.54
2023$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.88$0.00$0.00$3.48
2022$0.85$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.87$0.00$0.00$3.42
2021$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.00$0.85$0.00$3.34
2020$0.78$0.00$0.00$0.00$0.78$0.00$0.78$0.00$0.00$0.83$0.00$0.00$3.18
2019$0.74$0.00$0.00$0.74$0.00$0.00$0.74$0.00$0.00$0.00$0.78$0.00$3.00
2018$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.74$0.00$0.00$2.82
2017$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.70$0.00$0.00$2.66
2016$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.66$0.00$0.00$2.53
2015$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.63$0.00$0.00$2.41
2014$0.57$0.00$0.00$0.00$0.57$0.00$0.57$0.00$0.00$0.60$0.00$0.00$2.30
2013$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.57$0.00$0.00$2.20

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.2%
Pinnacle West Capital Corporation has a dividend yield of 4.16%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%67.0%
Pinnacle West Capital Corporation has a payout ratio of 66.95%, which is quite average when compared to the overall market. This suggests that Pinnacle West Capital Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-10.11%
-2.62%
PNW (Pinnacle West Capital Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Pinnacle West Capital Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Pinnacle West Capital Corporation was 79.18%, occurring on Nov 28, 1989. Recovery took 1394 trading sessions.

The current Pinnacle West Capital Corporation drawdown is 10.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.18%Aug 17, 1987579Nov 28, 19891394Jun 5, 19951973
-53.28%Oct 3, 2000505Oct 9, 2002521Nov 3, 20041026
-49.49%Jan 5, 2007547Mar 9, 2009392Sep 27, 2010939
-44.06%Oct 9, 1998359Mar 13, 2000125Sep 8, 2000484
-39.28%Feb 24, 202021Mar 23, 20201097Aug 1, 20241118

Volatility

Volatility Chart

The current Pinnacle West Capital Corporation volatility is 5.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
5.08%
3.79%
PNW (Pinnacle West Capital Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Pinnacle West Capital Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Pinnacle West Capital Corporation compared to its peers in the Utilities - Regulated Electric industry.


PE Ratio
20.040.060.080.0100.016.2
The chart displays the price to earnings (P/E) ratio for PNW in comparison to other companies of the Utilities - Regulated Electric industry. Currently, PNW has a PE value of 16.2. This PE ratio falls in the average range for the industry.
PEG Ratio
5.010.015.03.1
The chart displays the price to earnings to growth (PEG) ratio for PNW in comparison to other companies of the Utilities - Regulated Electric industry. Currently, PNW has a PEG value of 3.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Pinnacle West Capital Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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