PPL Corp chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 10.74
Dividend & Yield0.96$ (3.60%)
Beta 0.8
Market capitalization 20.18B
Operating cash flow 1.73B
ESG Scores 33.8

Company description

PPL Corporation, a utility holding company, delivers electricity and natural gas in the United States and the United Kingdom. It operates through three segments: Kentucky Regulated, Pennsylvania Regulated, and Rhode Island Regulated. The company serves customers in Louisville and adjacent areas in Kentucky; electric customers in central, southeastern, and western Kentucky; and electric customers in five counties in southwestern Virginia. It also delivers electricity to customers in 29 counties within eastern and central Pennsylvania; and generates electricity from coal, gas, hydro, and solar sources in Kentucky; and sells wholesale electricity to two municipalities in Kentucky. The company was founded in 1920 and is headquartered in Allentown, Pennsylvania.

Sector: Utilities - Industry: Utilities—Regulated Electric

Financial Ratios
Quick Ratio2.02
Working Capital-0.55
Return On Equity-0.11
Debt To Equity0.78
Fixed Asset Ratio0.01
Fixed Interest Cover1.61

Financial data

Financial Statements

Cashflow Statement
Change To Liabilities
Total Cashflows From Investing Activities
Net Borrowings
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Change To Operating Activities
Issuance Of Stock
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Change In Cash
Effect Of Exchange Rate
Total Cash From Operating Activities
Depreciation
Change To Account Receivables
Other Cashflows From Financing Activities
Change To Netincome
Capital Expenditures

Income Statement
Research Development
Income Before Tax
Net Income
Selling General Administrative
Gross Profit
Ebit
Operating Income
Interest Expense
Income Tax Expense
Total Revenue
Cost Of Revenue
Total Other Income ExpenseNet
Net Income From Continuing Ops
Net Income Applicable To Common Shares

Balance Sheet Statement
Total Liabilities
Total Stockholder Equity
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Total Assets
Common Stock
Other Current Assets
Retained Earnings
Treasury Stock
Cash
Total Current Liabilities
Other Stockholder Equity
Property, Plant, and Equipment
Total Current Assets
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Net Receivables
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to PPL Corp:

Filer Name Transaction Text Ownership Date Filer Relation Shares
SORGI VINCENTD2023-02-17Chief Executive Officer85.2k
BERGSTEIN JOSEPH P JRD2023-02-17Chief Financial Officer25.17k
HENNINGER TADD JConversion of Exercise of derivative security at price 28.81 per share.D2023-02-17Officer and Treasurer5.43k
BEERS MARLENE C.D2023-02-17Officer4.72k
RAYMOND STEPHANIE R.D2023-02-17Officer4.61k
CROCKETT JOHN R IIID2023-02-17Officer4.95k
GOSMAN ANGELA KD2023-02-17Officer2.63k
BONENBERGER DAVID JD2023-02-17Officer4.49k
GOSMAN ANGELA KD2023-02-14Officer403
BONENBERGER DAVID JSale at price 26.13 per share.D2023-01-24Officer719
BONENBERGER DAVID JSale at price 29.28 per share.D2023-01-24Officer719
DUDKIN GREGORY ND2023-01-23Officer6.94k
SORGI VINCENTD2023-01-23Chief Executive Officer10.75k
BERGSTEIN JOSEPH P JRD2023-01-23Chief Financial Officer7.29k
HENNINGER TADD JConversion of Exercise of derivative security at price 29.32 per share.D2023-01-23Officer1.57k
BEERS MARLENE C.D2023-01-23Officer1.37k
RAYMOND STEPHANIE R.D2023-01-23Officer1.15k
CROCKETT JOHN R IIID2023-01-23Officer1.23k
BONENBERGER DAVID JD2023-01-23Officer1.12k
BONENBERGER DAVID JSale at price 30.00 per share.D2023-01-04Officer29.08k
BONENBERGER DAVID JConversion of Exercise of derivative security at price 26.59 per share.D2023-01-04Officer29.08k
RAYMOND STEPHANIE R.Sale at price 29.31 per share.D2023-01-03Officer18.58k
RAYMOND STEPHANIE R.Conversion of Exercise of derivative security at price 26.59 per share.D2023-01-03Officer18.58k
BERGSTEIN JOSEPH P JRSale at price 30.41 per share.D2022-08-26Chief Financial Officer20.64k
BERGSTEIN JOSEPH P JRConversion of Exercise of derivative security at price 26.59 per share.D2022-08-26Chief Financial Officer20.64k
SORGI VINCENTSale at price 30.00 per share.D2022-08-12Chief Executive Officer27.6k
SORGI VINCENTConversion of Exercise of derivative security at price 26.59 per share.D2022-08-12Chief Executive Officer27.6k
SORGI VINCENTSale at price 29.00 per share.D2022-07-29Chief Executive Officer27.55k
SORGI VINCENTConversion of Exercise of derivative security at price 26.59 per share.D2022-07-29Chief Executive Officer27.55k
HENNINGER TADD JConversion of Exercise of derivative security at price 29.08 per share.D2022-07-29Officer and Treasurer69
BONENBERGER DAVID JSale at price 27.10 per share.D2022-07-08Officer477
BONENBERGER DAVID JConversion of Exercise of derivative security at price 25.22 per share.D2022-07-08Officer477
SORGI VINCENTConversion of Exercise of derivative security at price 27.76 per share.D2022-07-05Chief Executive Officer1.25k
BERGSTEIN JOSEPH P JRConversion of Exercise of derivative security at price 27.76 per share.D2022-07-05Chief Financial Officer2.55k
RAYMOND STEPHANIE R.Sale at price 30.45 per share.D2022-06-08Officer3.37k
RAYMOND STEPHANIE R.Conversion of Exercise of derivative security at price 25.22 per share.D2022-06-08Officer3.37k
DUDKIN GREGORY NConversion of Exercise of derivative security at price 26.10 per share.D2022-02-18Chief Operating Officer32.78k
SORGI VINCENTD2022-02-18Chief Executive Officer45.66k
BERGSTEIN JOSEPH P JRConversion of Exercise of derivative security at price 26.10 per share.D2022-02-18Chief Financial Officer17.33k
HENNINGER TADD JConversion of Exercise of derivative security at price 26.10 per share.D2022-02-18Officer and Treasurer6.93k
BEERS MARLENE C.D2022-02-18Officer5.52k
RAYMOND STEPHANIE R.Conversion of Exercise of derivative security at price 26.10 per share.D2022-02-18Officer6.31k
CROCKETT JOHN R IIIConversion of Exercise of derivative security at price 26.10 per share.D2022-02-18Officer6.77k
GOSMAN ANGELA KD2022-02-14Officer983
DUDKIN GREGORY NSale at price 29.29 per share.D2022-01-25Chief Operating Officer5.43k
DUDKIN GREGORY ND2022-01-24Chief Operating Officer8.2k
SORGI VINCENTSale at price 29.55 per share.D2022-01-24Chief Executive Officer29.62k
SORGI VINCENTConversion of Exercise of derivative security at price 25.41 per share.D2022-01-24Chief Executive Officer39.81k
BERGSTEIN JOSEPH P JRConversion of Exercise of derivative security at price 29.56 per share.D2022-01-24Chief Financial Officer1.53k
HENNINGER TADD JD2022-01-24Officer and Treasurer1.67k
BEERS MARLENE C.Conversion of Exercise of derivative security at price 29.56 per share.D2022-01-24Officer1.38k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to PPL Corp. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on PPL Corp

Here is the result of two systematic investment strategies applied to PPL Corp. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on PPL Corp

The following chart shows the equity curve of the two systematic investment strategies applied to PPL Corp:

PPL Corp automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -4.54% on the backtest period.

Performance at glance

Performance

-4.54 %

Latent gain

-102.83 $

Invested capital

2262.75 $

Annualized return

-1.1 %
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Momentum strategy results on PPL Corp

This is the result of two momentum investment strategies applied to PPL Corp. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on PPL Corp

The following chart shows all the entries opened by the momentum investment system on PPL Corp:

PPL Corp momentum entries
  • The first momentum investment strategy would give -0.36% of return on PPL Corp. That represents -18.84$ of latent gain with 5162.86$ of employed capital.
  • The second momentum investment strategy would give 1.41% of return on PPL Corp. That represents 62.53$ of latent gain with 4427.83$ of employed capital.
Performance at glance (1Q Momentum)

Performance

-0.36 %

Latent gain

-18.84 $

Invested capital

5162.86 $

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

1.41 %

Latent gain

62.53 $

Invested capital

4427.83 $

Annualized return

0.39 %

Momentum equity curve on PPL Corp

The following chart shows the equity curve of the two momentum strategies applied to PPL Corp:

PPL Corp momentum equity

Note: the dividends potentially given by PPL Corp are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on PPL Corp

The following chart shows the employed capital evolution of the two momentum strategies on PPL Corp since the beginning:

PPL Corp

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on PPL Corp

Buy the dip entry openings on PPL Corp

PPL Corp

The performance achieved by the robo-advisor on PPL Corp is 0%. That represents 0.0$ of latent gain with 0.0$ of employed capital. The following chart shows PPL Corp stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of PPL Corp, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 $

Invested capital

0.0 $

Annualized return

0.0 %

Equity curve of the strategy applied to PPL Corp

The following chart shows the result of the investment strategy applied to PPL Corp:

PPL Corp

Note: the dividends potentially given by PPL Corp are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on PPL Corp

The following chart shows the employed capital evolution since the beginning of the investment strategy on PPL Corp:

PPL Corp

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on PPL Corp

In this section, I will compare the three previous investment strategies applied to PPL Corp.

Equity curve comparison on PPL Corp

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

PPL Corp investment strategy comparison

Employed capital comparison on PPL Corp

PPL Corp investment comparison

Performance comparison on PPL Corp

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -4.54% -102.83$ 2262.75$ -1.1%
Momentum 1 quarter -0.36% -18.84$ 5162.86$ -0.09%
Momentum 2 quarters 1.41% 62.53$ 4427.83$ 0.39%
Non-directional 0% 0.0$ 0.0$ 0.0%
Annualized return comparison

Automatic investment

-1.1 %

Momentum 1Q

0.39 %

Momentum 2Q

0.39 %

Non-directional

0.0 %


Company information

Company name PPL Corp
Country United States
City Allentown
Address Two North Ninth Street
Phone 610 774 5151
Website www.pplweb.com
FullTime employees 6527
Industry Utilities—Regulated Electric
Sector Utilities
Exchange XNYS
Ticker PPL
Market www.nyse.com

PPL Corp ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 19.7
Peer Environment Performance 12.563076923077
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal yes
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 8.3
Peer Social Performance 9.9100961538462
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.7943925233645
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Operations Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 5.8
Peer Governance Performance 6.4113461538462
Governance Percentile unknown

ESG at glance
Total ESG Scores: 33.8
Environment Score: 19.7
Social Score: 8.3
Governance Score: 5.8

ESG Performance: OUT_PERF

Peer Group: Utilities

Peer Esg Score Performance: 29.193925233645

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 75