Powell Industries Inc. Common Stock (POWL)

Fast Grower

FairStock Score: 48/100 — MIXED

Key Financials

Current Price$150.95
Market Cap$5.5B
P/E Ratio28.92
ROE28.25%
Dividend Yield0.2%
SectorIndustrials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Buffett-and-Graham-style investor, I start with the balance sheet, and Powell is impressive there: FairStock shows debt-to-equity of 0.00%, an Altman Z-Score of 7.79, and a 28.25% ROE. Free cash flow over the trailing twelve months was $244.0M, a 3.7% FCF yield. The business, which custom-engineers power control rooms, switchgear, and related electrical equipment, has real customer value, though the numbers do not prove a wide moat. Filed results show FY2025 revenue of $1.1B, net income of $180.7M, and diluted EPS of $14.86, up from FY2024 net income of $149.8M and diluted EPS of $12.29, and far above FY2023's $54.5M and $4.50. In fiscal Q3 2026, the quarter ended 2026-06-30, revenue was $311.7M, net income $52.2M, and diluted EPS $1.42. FairStock labels it a FAST GROWER because profit grew 61.1% a year over five years and revenue 16.3%. But at the 2026-10-13 close of $182.79, FairStock's P/E is 35.02, P/B is 8.80, PEG is 4.30, and EV/EBITDA is 25.52. The Graham Number is $49.38, putting the price at a -270.17% margin of safety. ROCE of 11.62% and a Piotroski F-Score of 4/9 are not dominant. Powell is a fine operating company, but the market already pays handsomely for it; I would want a wider gap between price and intrinsic value.

In plain English: Powell Industries builds custom electrical power equipment—switchgear, control rooms, and related systems—for industrial and utility customers. The business looks financially strong, with steady profits, no debt, and solid cash generation. At the recent price, however, the stock looks expensive compared with its current earnings and accounting value.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-30) · fiscal Q2 2026 10-Q (period ended 2026-03-31) · fiscal Q1 2026 10-Q (period ended 2025-12-31) · fiscal Q4 2025 10-K (period ended 2025-09-30) · FY2025 10-K (period ended 2025-09-30) · FY2024 10-K (period ended 2024-09-30) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer