PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
PPL Corporation (PPL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US69351T1060

CUSIP

69351T106

Sector

Utilities

IPO Date

Apr 8, 1985

Highlights

Market Cap

$25.29B

EPS (TTM)

$1.11

PE Ratio

30.87

PEG Ratio

1.59

Total Revenue (TTM)

$8.28B

Gross Profit (TTM)

$3.53B

EBITDA (TTM)

$3.09B

Year Range

$24.68 - $34.32

Target Price

$34.95

Short %

2.43%

Short Ratio

3.92

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
PPL vs. PBA PPL vs. WEC PPL vs. SO PPL vs. XLI PPL vs. DSTL PPL vs. NEE PPL vs. SPY PPL vs. QQQ PPL vs. ARKK PPL vs. VOO
Popular comparisons:
PPL vs. PBA PPL vs. WEC PPL vs. SO PPL vs. XLI PPL vs. DSTL PPL vs. NEE PPL vs. SPY PPL vs. QQQ PPL vs. ARKK PPL vs. VOO

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
23.18%
12.93%
PPL (PPL Corporation)
Benchmark (^GSPC)

Returns By Period

PPL Corporation had a return of 32.08% year-to-date (YTD) and 37.66% in the last 12 months. Over the past 10 years, PPL Corporation had an annualized return of 5.43%, while the S&P 500 had an annualized return of 11.16%, indicating that PPL Corporation did not perform as well as the benchmark.


PPL

YTD

32.08%

1M

6.64%

6M

23.18%

1Y

37.66%

5Y (annualized)

5.16%

10Y (annualized)

5.43%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.32%0.65%5.41%-0.25%6.81%-4.87%7.49%7.37%4.50%-1.57%32.08%
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%
20200.86%-17.08%-16.66%3.00%9.91%-6.25%3.02%3.79%-0.05%1.07%3.35%0.66%-16.87%
201910.55%2.71%-0.06%-1.67%-4.65%5.58%-4.45%-0.27%8.06%6.35%1.61%6.72%33.41%
20182.97%-10.10%0.23%2.86%-6.12%6.20%0.77%3.37%-0.29%3.90%0.62%-6.13%-3.01%
20172.32%5.86%2.48%1.93%4.72%-2.16%-0.85%2.37%-2.30%-1.03%-2.37%-14.65%-5.19%
20162.72%-0.20%9.96%-1.13%2.39%-1.09%-0.11%-7.77%0.48%-0.67%-2.56%2.95%4.12%
2015-2.28%-3.94%-0.18%1.10%2.00%-7.39%7.94%-2.58%7.49%4.59%-1.05%1.40%6.15%
20141.60%5.63%3.84%0.60%5.25%2.35%-7.15%4.97%-4.14%6.55%1.54%3.34%26.16%
20135.80%1.75%2.80%6.61%-11.02%3.17%4.99%-3.37%0.17%0.82%0.26%-0.82%10.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of PPL is 90, placing it in the top 10% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of PPL is 9090
Combined Rank
The Sharpe Ratio Rank of PPL is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of PPL is 9191
Sortino Ratio Rank
The Omega Ratio Rank of PPL is 8888
Omega Ratio Rank
The Calmar Ratio Rank of PPL is 9090
Calmar Ratio Rank
The Martin Ratio Rank of PPL is 8989
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 PPL Corporation (PPL) 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 PPL, currently valued at 2.29, compared to the broader market-4.00-2.000.002.004.002.292.54
The chart of Sortino ratio for PPL, currently valued at 3.17, compared to the broader market-4.00-2.000.002.004.003.173.40
The chart of Omega ratio for PPL, currently valued at 1.39, compared to the broader market0.501.001.502.001.391.47
The chart of Calmar ratio for PPL, currently valued at 2.20, compared to the broader market0.002.004.006.002.203.66
The chart of Martin ratio for PPL, currently valued at 10.49, compared to the broader market0.0010.0020.0030.0010.4916.26
PPL
^GSPC

The current PPL Corporation Sharpe ratio is 2.29. 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 PPL 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 Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.29
2.54
PPL (PPL Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

PPL Corporation provided a 2.91% dividend yield over the last twelve months, with an annual payout of $1.01 per share.


2.50%3.00%3.50%4.00%4.50%5.00%5.50%6.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.01$0.96$0.88$1.66$1.66$1.65$1.64$1.58$1.52$1.48$1.39$1.37

Dividend yield

2.91%3.54%2.99%5.52%5.89%4.60%5.79%5.11%4.46%4.33%4.12%4.90%

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
2024$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.77
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
2020$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
2019$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.65
2018$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64
2017$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$1.58
2016$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$1.52
2015$0.00$0.00$0.35$0.00$0.00$0.37$0.00$0.00$0.38$0.00$0.00$0.38$1.48
2014$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$1.39
2013$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$1.37

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.9%
PPL Corporation has a dividend yield of 2.91%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%58.3%
PPL Corporation has a payout ratio of 58.28%, 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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-0.88%
PPL (PPL Corporation)
Benchmark (^GSPC)

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.38%May 24, 2001289Jul 23, 2002637Feb 1, 2005926
-53.52%Jan 10, 2008292Mar 9, 20091737Feb 1, 20162029
-48.73%Jan 30, 202037Mar 23, 20201097Aug 1, 20241134
-39.71%Jul 8, 1999174Mar 14, 2000113Aug 23, 2000287
-34.98%Sep 20, 1993295Nov 16, 1994498Nov 5, 1996793

Volatility

Volatility Chart

The current PPL Corporation volatility is 6.13%, 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%JuneJulyAugustSeptemberOctoberNovember
6.13%
3.96%
PPL (PPL Corporation)
Benchmark (^GSPC)

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 assessment of the market value of PPL Corporation compared to its peers in the Utilities - Regulated Electric industry.


PE Ratio
20.040.060.080.0100.030.9
The chart displays the price to earnings (P/E) ratio for PPL in comparison to other companies of the Utilities - Regulated Electric industry. Currently, PPL has a PE value of 30.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
5.010.015.01.6
The chart displays the price to earnings to growth (PEG) ratio for PPL in comparison to other companies of the Utilities - Regulated Electric industry. Currently, PPL has a PEG value of 1.6. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

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


Loading data...

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