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ISIN
US69351T1060
CUSIP
69351T106
Sector
Utilities
IPO Date
Apr 8, 1985

Highlights

Market Cap
$26.95B
Enterprise Value
$45.17B
EPS (TTM)
$1.63
PE Ratio
21.82
PEG Ratio
18.27
Total Revenue (TTM)
$9.31B
Gross Profit (TTM)
$4.34B
EBITDA (TTM)
$3.38B
Year Range
$33.17 - $40.11
Target Price
$41.57
ROA (TTM)
2.63%
ROE (TTM)
5.56%

Share Price Chart


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Performance

PPL Performance Chart

PPL Corporation (PPL) is up 3.2% since the beginning of the year. At $36 per share, PPL is trading 11.3% below its 52-week high of $40. Investors who bought $1,000 worth of PPL shares 5 years ago would now be looking at an investment worth $1,531.


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S&P 500 Index

Returns By Period

PPL Corporation (PPL) has returned 3.21% so far this year and 8.73% over the past 12 months. Over the last ten years, PPL has returned 4.02% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


PPL Corporation

1D
0.59%
1M
-1.22%
YTD
3.21%
6M
4.22%
1Y
8.73%
3Y*
14.28%
5Y*
8.89%
10Y*
4.02%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PPL Monthly Returns History

Based on dividend-adjusted daily data since Apr 8, 1985, PPL's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Sep 2000 with a return of +25.6%, while the worst month was Sep 2001 at -24.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PPL closed higher 49% of trading days. The best single day was Oct 13, 2008 with a return of +14.8%, while the worst single day was Mar 16, 2020 at -13.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.51%7.53%-1.27%-1.99%-5.48%1.37%3.21%
20253.51%4.79%3.38%1.08%-4.79%-1.68%5.31%2.19%2.68%-1.72%1.04%-4.32%11.38%
2024-3.32%0.65%5.41%-0.25%6.81%-4.87%7.49%7.37%4.50%-1.57%7.28%-6.34%23.98%
20231.30%-8.55%3.58%3.35%-8.77%1.90%4.04%-9.48%-4.52%4.29%6.31%4.71%-3.77%
2022-1.26%-11.83%9.97%-0.88%6.61%-9.31%7.19%0.00%-12.16%4.50%11.44%-0.24%0.35%
2021-1.88%-5.35%11.76%1.01%-0.07%-2.52%1.43%3.45%-3.70%3.30%-3.37%9.57%12.88%

Benchmark Metrics

PPL Corporation has an annualized alpha of 5.84%, beta of 0.55, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since April 08, 1985.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (60.48%) than losses (50.71%) - typical of diversified or defensive assets.
  • Beta of 0.55 may look defensive, but with R2 of 0.20 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
5.84%
Beta
0.55
0.20
Upside Capture
60.48%
Downside Capture
50.71%

Return for Risk

Risk / Return Rank

PPL ranks 55 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


PPL Risk / Return Rank: 5555
Overall Rank
PPL Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
PPL Sortino Ratio Rank: 5151
Sortino Ratio Rank
PPL Omega Ratio Rank: 4949
Omega Ratio Rank
PPL Calmar Ratio Rank: 5757
Calmar Ratio Rank
PPL Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for PPL Corporation (PPL) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PPLBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-1.96

Omega ratioGain probability vs. loss probability

1.10

1.37

-0.27

Calmar ratioReturn relative to maximum drawdown

0.66

2.78

-2.12

Martin ratioReturn relative to average drawdown

1.66

12.44

-10.78

Dividends

Dividend History

PPL Corporation provided a 3.13% dividend yield over the last twelve months, with an annual payout of $1.12 per share. The company has been increasing its dividends for 3 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.12$1.09$1.03$0.96$0.88$1.66$1.66$1.65$1.64$1.58$1.52$4.01

Dividend yield

3.13%3.11%3.17%3.54%2.99%5.52%5.89%4.60%5.79%5.11%4.46%11.74%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.29$0.00$0.00$0.29$0.57
2025$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$1.09
2024$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$1.03
2023$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.96
2022$0.00$0.00$0.20$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.88
2021$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$1.66

Dividend Yield & Payout


Dividend Yield

PPL Corporation has a dividend yield of 3.13%, which is quite average when compared to the overall market.

Payout Ratio

PPL Corporation has a payout ratio of 66.12%, which is quite average when compared to the overall market. This suggests that PPL 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the PPL 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 PPL Corporation was 55.38%, occurring on Jul 23, 2002. Recovery took 637 trading sessions.

The current PPL Corporation drawdown is 9.88%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-55.38%Jul 2002
1y 2mo2y 6mo
3y 8moMay 2001 - Feb 2005
Financial crisis2007–2009
-53.52%Mar 2009
1y 1mo6y 11mo
8y 24dJan 2008 - Feb 2016
COVID crash2020
-48.73%Mar 2020
1mo 23d4y 4mo
4y 6moJan 2020 - Aug 2024
Dot-com crash2000–2002
-39.71%Mar 2000
8mo 10d5mo 12d
1y 1moJul 1999 - Aug 2000
1994 bear market1994
-34.99%Nov 1994
1y 1mo3y 10d
4y 2moSep 1993 - Nov 1997

Drawdown Indicators


PPLBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-55.38%

-56.78%

+1.40%

Max Drawdown (1Y)

Largest decline over 1 year

-13.29%

-9.10%

-4.19%

Max Drawdown (3Y)

Largest decline over 3 years

-18.84%

-18.90%

+0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-24.73%

-25.43%

+0.70%

Max Drawdown (10Y)

Largest decline over 10 years

-48.73%

-33.92%

-14.81%

Current Drawdown

Current decline from peak

-9.88%

-1.80%

-8.08%

Average Drawdown

Average peak-to-trough decline

-15.62%

-10.71%

-4.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.28%

2.03%

+3.25%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of PPL 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 overview of how PPL Corporation is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for PPL, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, PPL has a P/E ratio of 21.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for PPL compared to other companies in the Utilities - Regulated Electric industry. PPL currently has a PEG ratio of 18.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PPL relative to other companies in the Utilities - Regulated Electric industry. Currently, PPL has a P/S ratio of 2.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PPL in comparison with other companies in the Utilities - Regulated Electric industry. Currently, PPL has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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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