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

PNW NYSE Electric Services AZ CIK: 0000764622
Update Pending • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
76% Confidence
AGREEMENT
C
75% Conf
B
76% Conf

📊 PNW Key Takeaways

Revenue: $1.1B
Net Margin: 2.9%
Free Cash Flow: $-393.1M
Current Ratio: 0.60x
Debt/Equity: 1.39x
EPS: $0.27
AI Grade: C with 75% confidence
Pinnacle West Capital Corp. (PNW) receives a C fundamental grade with 76% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of 2.9%, and return on equity (ROE) of 0.5%, 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 faces deteriorating fundamentals with negative free cash flow of -$393.1M, indicating capital spending far exceeds operational cash generation. Interest coverage of 1.5x provides minimal safety margin, while declining earnings (-2.4% YoY) and poor liquidity (0.60x current ratio) suggest the company is structurally challenged in recovering its heavy capital investments through rates.

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.

Pinnacle West Capital Corp. Key Strengths (PNW)

Claude
  • + Stable regulated utility revenue base of $1.1B provides predictable cash flows
  • + Positive operating cash flow of $235.3M covers operational needs
  • + Large asset base of $30.7B provides regulatory defensibility and essential infrastructure control
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 -$393.1M with capex ($628.4M) significantly exceeding operating cash flow
  • ! Interest coverage ratio of 1.5x is critically low, leaving minimal buffer for earnings deterioration
  • ! Current ratio of 0.60x and cash position of only $6.4M indicate severe liquidity constraints dependent on debt markets
  • ! Declining net income (-2.4% YoY) and EPS (-3.6% YoY) despite flat revenue growth signals earnings pressure
  • ! Debt/Equity of 1.39x with high leverage limits financial flexibility for distressed scenarios
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 capex levels relative to operating cash flow
  • * Interest coverage ratio sustainability given debt service obligations
  • * Current ratio and cash balance to assess liquidity adequacy
  • * Net income and operating margin trajectory amid regulatory rate recovery delays
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
$1.1B
Net Income
$32.9M
EPS (Diluted)
$0.27
Free Cash Flow
$-393.1M
Total Assets
$30.7B
Cash Position
$6.4M

💡 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 11.4%
Net Margin 2.9%
ROE 0.5%
ROA 0.1%
FCF Margin -34.2%

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

How Pinnacle West Capital Corp. compares to Utilities sector averages

Net Margin
PNW 2.9%
vs
Sector Avg 12.0%
PNW Sector
ROE
PNW 0.5%
vs
Sector Avg 10.0%
PNW Sector
Current Ratio
PNW 0.6x
vs
Sector Avg 0.8x
PNW Sector
Debt/Equity
PNW 1.4x
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. shows some fundamental concerns relative to the Utilities sector in 2026.

Return on Equity
0.5%
Sector avg: 10%
Net Profit Margin
2.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.39x
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
0.60x
Quick Ratio
0.60x
Debt/Equity
1.39x
Debt/Assets
0.0%
Interest Coverage
1.51x
Long-term Debt
$9.8B

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
-34.2%
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
Q1 2026 $1.0B -$338.0K $-0.04
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

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
$235.3M
Cash generated from operations
Stock Buybacks
$3.8M
Shares repurchased (TTM)
Capital Expenditures
$628.4M
Investment in assets
Dividends Paid
$108.5M
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
Jun 8, 2026 8-K pnw-20260608.htm View →
Jun 5, 2026 8-K tm2616952d1_8k.htm View →
Jun 5, 2026 8-K tm2616946d1_8k.htm View →
May 19, 2026 8-K pnw-20260514.htm View →
May 18, 2026 4 xslF345X06/wk-form4_1779137879.xml View →

Frequently Asked Questions about PNW

What is the AI rating for PNW?

Pinnacle West Capital Corp. (PNW) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PNW's key strengths?

Claude: Stable regulated utility revenue base of $1.1B provides predictable cash flows. Positive operating cash flow of $235.3M covers operational needs. 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 -$393.1M with capex ($628.4M) significantly exceeding operating cash flow. Interest coverage ratio of 1.5x is critically low, leaving minimal buffer for earnings deterioration. 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 $1.1B.

Does PNW pay dividends?

Pinnacle West Capital Corp. pays dividends, with $108.5M 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 $0.27.

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 grade reflects both perspectives for balanced insights.

What is PNW's fundamental grade?

Based on our AI fundamental analysis in June 2026, Pinnacle West Capital Corp. has a C grade with 76% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PNW stock overvalued or undervalued?

Valuation metrics for PNW: ROE of 0.5% (sector avg: 10%), net margin of 2.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is PNW's AI grade for 2026?

Our dual AI analysis gives Pinnacle West Capital Corp. a combined C grade 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 $235.3M, with capital expenditures of $628.4M. FCF margin is -34.2%.

How does PNW compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 2.9% (avg: 12%), ROE 0.5% (avg: 10%), current ratio 0.60 (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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI