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Pinnacle West Capital Corp. (PNW) Stock Fundamental Analysis & AI Rating 2026

PNW NYSE Electric Services AZ CIK: 0000764622
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 PNW Key Takeaways

Revenue: $5.3B
Net Margin: 11.5%
Free Cash Flow: $-819.5M
Current Ratio: 0.54x
Debt/Equity: 1.31x
EPS: $5.05
AI Rating: HOLD with 62% confidence
Pinnacle West Capital Corp. (PNW) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.3B, net profit margin of 11.5%, and return on equity (ROE) of 8.7%, Pinnacle West Capital Corp. demonstrates mixed fundamentals in the Utilities sector. Below is our complete PNW stock analysis for 2026.

Is Pinnacle West Capital Corp. (PNW) a Good Investment?

Claude

Pinnacle West demonstrates stable utility operations with solid profitability (11.5% net margin, 20% operating margin) and strong interest coverage (12.3x), but faces significant headwinds from negative free cash flow (-$819.5M) and concerning leverage (1.31x debt-to-equity). Capital intensity exceeds operating cash generation, limiting financial flexibility despite modest profitability improvements.

ChatGPT

Pinnacle West shows the mixed profile typical of a regulated electric utility: solid operating profitability, strong interest coverage, and dependable operating cash generation, but limited earnings growth and persistently negative free cash flow due to heavy capital spending. Fundamentals appear stable rather than improving, with leverage and weak liquidity constraining flexibility even though core operations remain sound.

Why Buy Pinnacle West Capital Corp. Stock? PNW Key Strengths

Claude
  • + Strong operating margin of 20% demonstrates efficient core utility operations
  • + Excellent interest coverage ratio of 12.3x indicates reliable debt servicing capability
  • + Operating cash flow of $1.8B provides substantial revenue conversion to cash
  • + Stable revenue base with minimal YoY volatility in regulated utility business
ChatGPT
  • + Healthy operating margin of 20.0% and net margin of 11.5% support solid core utility profitability
  • + Operating cash flow of $1.81B and interest coverage of 12.3x indicate debt service remains manageable
  • + ROE of 8.7% reflects acceptable returns for a regulated utility with a large asset base

PNW Stock Risks: Pinnacle West Capital Corp. Investment Risks

Claude
  • ! Negative free cash flow of -$819.5M signals capital expenditures significantly exceed operational cash generation
  • ! High debt-to-equity ratio of 1.31x combined with $9.2B long-term debt creates leverage concerns
  • ! Critically weak liquidity position with current ratio of 0.54x and minimal cash reserves ($6.6M)
  • ! Declining profitability with net income down 2.4% YoY and EPS down 3.6% YoY despite flat revenue
  • ! Capital intensity ($2.6B capex vs $1.8B OCF) requires sustained external financing or operational improvement
ChatGPT
  • ! Revenue was flat and net income/EPS declined year over year, pointing to limited near-term growth momentum
  • ! Free cash flow was negative $819.52M due to capex of $2.62B, reducing internally funded financial flexibility
  • ! Current and quick ratios of 0.54x combined with debt/equity of 1.31x indicate weak liquidity and meaningful balance-sheet leverage

Key Metrics to Watch

Claude
  • * Free cash flow trend and whether capex moderates relative to operating cash generation
  • * Debt-to-equity ratio movement and refinancing costs given elevated leverage
  • * Net margin sustainability given declining profitability trend
  • * Capital expenditure guidance for coming years to assess long-term cash generation capacity
ChatGPT
  • * Free cash flow improvement versus capital expenditure needs
  • * EPS and operating cash flow trend relative to debt growth

Pinnacle West Capital Corp. (PNW) Financial Metrics & Key Ratios

Revenue
$5.3B
Net Income
$616.5M
EPS (Diluted)
$5.05
Free Cash Flow
$-819.5M
Total Assets
$30.0B
Cash Position
$6.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

PNW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 20.0%
Net Margin 11.5%
ROE 8.7%
ROA 2.1%
FCF Margin -15.3%

PNW vs Utilities Sector: How Pinnacle West Capital Corp. Compares

How Pinnacle West Capital Corp. compares to Utilities sector averages

Net Margin
PNW 11.5%
vs
Sector Avg 12.0%
PNW Sector
ROE
PNW 8.7%
vs
Sector Avg 10.0%
PNW Sector
Current Ratio
PNW 0.5x
vs
Sector Avg 0.8x
PNW Sector
Debt/Equity
PNW 1.3x
vs
Sector Avg 1.4x
PNW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Pinnacle West Capital Corp. Stock Overvalued? PNW Valuation Analysis 2026

Based on fundamental analysis, Pinnacle West Capital Corp. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
8.7%
Sector avg: 10%
Net Profit Margin
11.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.31x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Pinnacle West Capital Corp. Balance Sheet: PNW Debt, Cash & Liquidity

Current Ratio
0.54x
Quick Ratio
0.54x
Debt/Equity
1.31x
Debt/Assets
0.0%
Interest Coverage
12.32x
Long-term Debt
$9.2B

PNW Revenue & Earnings Growth: 5-Year Financial Trend

PNW 5-year financial data: Year 2021: Revenue $3.8B, Net Income $557.8M, EPS $4.77. Year 2022: Revenue $4.3B, Net Income $570.1M, EPS $4.87. Year 2023: Revenue $4.7B, Net Income $635.9M, EPS $5.47. Year 2024: Revenue $5.1B, Net Income $500.8M, EPS $4.26. Year 2025: Revenue $5.3B, Net Income $518.8M, EPS $4.41.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pinnacle West Capital Corp.'s revenue has grown significantly by 40% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.41 reflects profitable operations.

PNW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-15.3%
Free cash flow / Revenue

PNW Quarterly Earnings & Performance

Quarterly financial performance data for Pinnacle West Capital Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.8B $399.3M $3.37
Q2 2025 $1.3B $196.5M $1.54
Q1 2025 $951.7M -$338.0K $-0.04
Q3 2024 $1.6B $399.3M $3.37
Q2 2024 $1.1B $111.0M $0.91
Q1 2024 $945.0M $1.0M $-0.03
Q3 2023 $1.5B $330.6M $2.88
Q2 2023 $1.1B $111.0M $0.91

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Pinnacle West Capital Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.8B
Cash generated from operations
Stock Buybacks
$3.8M
Shares repurchased (TTM)
Capital Expenditures
$2.6B
Investment in assets
Dividends Paid
$422.8M
Returned to shareholders

PNW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Pinnacle West Capital Corp. (CIK: 0000764622)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 8-K pnw-20260415.htm View →
Apr 3, 2026 DEF 14A pnw-20260403.htm View →
Mar 20, 2026 4 xslF345X06/wk-form4_1774023578.xml View →
Mar 20, 2026 4 xslF345X06/wk-form4_1774023466.xml View →
Mar 20, 2026 4 xslF345X06/wk-form4_1774023313.xml View →

Frequently Asked Questions about PNW

What is the AI rating for PNW?

Pinnacle West Capital Corp. (PNW) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PNW's key strengths?

Claude: Strong operating margin of 20% demonstrates efficient core utility operations. Excellent interest coverage ratio of 12.3x indicates reliable debt servicing capability. ChatGPT: Healthy operating margin of 20.0% and net margin of 11.5% support solid core utility profitability. Operating cash flow of $1.81B and interest coverage of 12.3x indicate debt service remains manageable.

What are the risks of investing in PNW?

Claude: Negative free cash flow of -$819.5M signals capital expenditures significantly exceed operational cash generation. High debt-to-equity ratio of 1.31x combined with $9.2B long-term debt creates leverage concerns. ChatGPT: Revenue was flat and net income/EPS declined year over year, pointing to limited near-term growth momentum. Free cash flow was negative $819.52M due to capex of $2.62B, reducing internally funded financial flexibility.

What is PNW's revenue and growth?

Pinnacle West Capital Corp. reported revenue of $5.3B.

Does PNW pay dividends?

Pinnacle West Capital Corp. pays dividends, with $422.8M distributed to shareholders in the trailing twelve months.

Where can I find PNW SEC filings?

Official SEC filings for Pinnacle West Capital Corp. (CIK: 0000764622) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PNW's EPS?

Pinnacle West Capital Corp. has a diluted EPS of $5.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PNW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pinnacle West Capital Corp. has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PNW stock overvalued or undervalued?

Valuation metrics for PNW: ROE of 8.7% (sector avg: 10%), net margin of 11.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy PNW stock in 2026?

Our dual AI analysis gives Pinnacle West Capital Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PNW's free cash flow?

Pinnacle West Capital Corp.'s operating cash flow is $1.8B, with capital expenditures of $2.6B. FCF margin is -15.3%.

How does PNW compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 11.5% (avg: 12%), ROE 8.7% (avg: 10%), current ratio 0.54 (avg: 0.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI