SOUTHERN CALIFORNIA EDISON Co
SCE-PMInvestment snapshot
Positive
5
BUY / PASS
Neutral / negative
2 / 9
NEUTRAL / FAIL
Median fair value
$42.71
+101.0% vs price
Models with upside
2 / 17
Positive margin of safety
Strongest signal
SCE-PM undervalued: all 2 models price fair value above $21.25 (median $42.71)
Key risk
All 8 investors flag SCE-PM's efficiency
Framework analysis
| Verdict | Meaning |
|---|---|
| BUY | Positive purchase signal: the framework's buy requirements are met. |
| PASS | The company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state. |
| NEUTRAL | Neither a positive nor negative conclusion. It does not mean to hold an existing position. |
| FAIL | The company does not clear the framework's requirements. |
| Ranked | Ranked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL. |
Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.
| Metric | Graham Defensive Value | Buffett Quality Compounder | Lynch GARP | Greenblatt Magic Formula | Piotroski F-Score | Dreman Contrarian Value | Munger Quality Focus | Pabrai Dhandho Framework | Akre Three-Legged Stool | Marks Risk-Aware Value | Ackman Activist Value | Templeton Global Bargain Hunter | Sleep Scale Economies Shared | Asness Systematic Factors | Neff Low-P/E Total Return | Schloss Asset-Value Discipline | O'Shaughnessy Systematic Factor Composite |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Verdict | FAIL | FAIL | FAIL | FAIL · Rank #864 (Top 27.9%) | PASS | PASS | FAIL | FAIL | FAIL | FAIL | PASS | PASS | PASS | NEUTRAL | FAIL | FAIL | NEUTRAL |
| Score | |||||||||||||||||
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| Intrinsic Value (annual) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| Margin of Safety | N/A | N/A | N/A | +40.6% | N/A | N/A | N/A | N/A | +57.2% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Financial Basis | TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Annual history · FY 2011 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · TTM ended 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · Balance sheet at 2026-09-30 · TTM ended 2026-09-30 vs 2025-09-30 · TTM ended 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | TTM ended 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 Latest source filing: 2012-02-29 Score computed: 2026-11-14 | Annual history · FY 2011 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Market data at 2026-11-01 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Qualitative assessment · Annual history · FY 2011 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Qualitative assessment · Annual history · FY 2011 Latest source filing: 2012-02-29 Score computed: 2026-11-14 | Annual history · FY 2011 · Qualitative assessment · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · TTM ended 2026-09-30 · Qualitative assessment Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Market data at 2026-11-01 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · Price history 2025-01-01–2026-11-01 · Balance sheet at 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · Qualitative assessment Latest source filing: 2012-02-29 Score computed: 2026-11-14 | TTM ended 2026-09-30 · Balance sheet at 2026-09-30 · Price history 2025-01-01–2026-11-01 · Annual history · FY 2011 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · TTM ended 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | Annual history · FY 2011 · Balance sheet at 2026-09-30 Latest source filing: 2026-10-29 Score computed: 2026-11-14 | TTM ended 2026-09-30 · Annual history · FY 2011 · Price history 2025-01-01–2026-11-01 Latest source filing: 2026-10-29 Score computed: 2026-11-14 |
Where It Passes
- Valuation models100% pass✓ 2▾
SCE-PM undervalued: all 2 models price fair value above $21.25 (median $42.71)
Greenblatt fair value$35.76✓Greenblatt+40.6% margin vs $21.25Akre fair value$49.66✓Akre+57.2% margin vs $21.25
Where It Falls Short
- Efficiency0% pass✗ 11▾
All 8 investors flag SCE-PM's efficiency
Current Ratio0.87✗Graham>= 2.0ROIC (3-5 yr avg)9.6%✗Buffett> 10%ROIC - WACC-0.4%✗BuffettPositive (WACC = 10%)EBIT / (NWC + Net Fixed Assets)9.0%✗Greenblatt> 25%Current Ratio Change YoY0.74 -> 0.68✗PiotroskiIncreased YoYRevenue / Total Assets Change YoY0.28x -> 0.26x✗PiotroskiImproved YoYCurrent Assets / Current Liabilities0.87✗Dreman> 1.5Return on Invested Capital7.9%✗Munger> 15%ROIC (high and growing)FY2009: ROIC=9.8%; FY2010: ROIC=8.7%; FY2011: ROIC=8.9%✗AkreLatest 3 consecutive FYs: ROIC > 15% in eachReinvestment Rate x ROIC3.7% (RR=46% x ROIC=7.9%)✗AkreReinvestment Rate * ROIC > 10%ROIC (5-year)0/4 years above 12% (latest 8.9%)✗SleepROIC > 12% in a majority of years - Valuation8% pass✓ 12✗ 16▾
12 of 13 flag SCE-PM's valuation — Graham, Lynch, Greenblatt +9 more
Price / Book Value per Share0.9x✓Dreman< 1.2x✓Templeton< 1.5x✗SchlossP/B <= 0.80x (app cutoff)Price / 3-yr avg EPS✗Graham<= 15xPrice-to-Book Ratio0.9x✓Graham<= 1.5xP/E x P/B✗Graham<= 22.5Basic earnings-growth PEG (dividends excluded)✗Lynch< 1.0 (ideally < 0.5)EBIT / Enterprise Value13.5%✓Greenblatt> 10%Earnings Yield + ROC AssessmentEY=13.5%, ROC=9.0%✗GreenblattBoth EY > 10% and ROC > 25%Price / EPS✗Dreman< 12x✗Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)Price / (CFO / Shares)2.8x✓Dreman< 8xValuation Reasonableness✗MungerP/E < 25 or Owner Earnings Yield > 5%P/E or FCF YieldFCF Yield=-9.3%✗PabraiP/E < 15 or FCF Yield > 10%P/B or P/E vs. Historical AverageP/B=0.9x✓MarksP/E < 15 or P/B < 2.0Discount to Intrinsic Value✗Marks>= 20% below intrinsic valuePrice / FCF per ShareN/A (negative FCF)✗Ackman<= 25Price vs. Trailing Low100% of trailing low ($21.25)✓Templeton<= 120% of trailing low (certified split-adjusted live window)Net income / market capitalization+44.89%; #150/6340 (top 2.4%)✓AsnessTop 30% of eligible cross-section✓OshaughnessyTop 10% of eligible cross-sectionPositive book equity / market capitalization+2.6580; #515/6449 (top 8.0%)✓AsnessTop 30% of eligible cross-sectionPrice / Diluted EPS✗NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)(EPS CAGR % + Dividend Yield %) / P/E✗Neff> 0.7 (Neff's published traditional edge)Price / Tangible Book Value per Share0.93x✓SchlossP/TBV <= 1.00x (app cutoff)Book Value per Share Change+27.5%✓SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)Revenue / market capitalization+2.0054; #1085/5247 (top 20.7%)✗OshaughnessyTop 10% of eligible cross-section(Operating cash flow - capex) / market capitalization+2.23%; #2221/4519 (top 49.1%)✗OshaughnessyTop 10% of eligible cross-sectionTrailing six-month price return through the evaluation date-14.55%; #3688/6202 (top 59.5%)✗OshaughnessyTop 10% of eligible cross-section - Growth13% pass✓ 2✗ 11▾
7 of 8 flag SCE-PM's growth — Graham, Lynch, Dreman +4 more
EPS Growth (3-yr avg, 10-yr window)✗Graham>= 33% growthBasic earnings-growth PEG (dividends excluded)✗Lynch< 1.0 (ideally < 0.5)3-5 Year EPS CAGR✗Lynch15-30% (Fast Grower); > 0% to passInventory Growth vs Revenue GrowthInv: 5.2% vs Rev: 2.7%✗LynchInventory growth < Revenue growthEPS Growth Direction✗DremanPositive over recent yearsEPS CAGR✗Dreman> 5% annualizedPositive Net Income Frequency5/5 years positive✓MarksPositive net income in >= 7 of last 10 years3yr Median Revenue Growth0.2%✗Ackman>= 5%Positive EPS Growth Frequency✗AckmanPositive EPS growth in >= 3 of last 5 years5-Year EPS CAGR✗Templeton> 0% (5-year EPS CAGR)Revenue growth vs. gross and operating margin trendrevenue up, operating margin 19.2% -> 20.1%✓SleepRevenue rising; gross margin flat or falling; operating margin holding5-year Revenue CAGR✗SleepCAGR > 7%3-5 Year Diluted EPS CAGR✗Neff7%-20% annualized - Debt & Leverage17% pass✓ 2✗ 13▾
10 of 12 flag SCE-PM's debt & leverage — Graham, Buffett, Lynch +7 more
LT Debt vs Net Current AssetsLT Debt $33.7B vs NCA $-1.1B✗GrahamLT Debt <= Net Current AssetsDebt/Equity & Interest CoverageD/E: 1.42, IC: 4.1x✗BuffettD/E < 0.5 AND Interest Coverage > 5xTotal Debt / Equity1.42✗Lynch< 0.33Cash - Long-term Debt$-33.6B✗LynchPositive preferredLT Debt / Total Assets Change21.24% -> 20.91%✓PiotroskiDecreased YoYCurrent Assets / Current Liabilities0.87✗Dreman> 1.5✗SchlossCurrent ratio >= 1.50x (app cutoff)Total Debt / Shareholders' Equity1.42✗Dreman< 0.8✗Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✗SchlossD/E < 1.00xDebt Levels1.42✗MungerDebt/Equity < 0.5✗AkreDebt/Equity < 0.3Interest Coverage & Debt/EBITDAIC=4.1x, D/EBITDA=3.8x✓MarksInterest Coverage > 3x; Debt/EBITDA < 4xTotal Debt / Shareholders Equity1.42✗Ackman<= 1.0Negative debt-to-equity (higher means less debt)-1.4225; #3548/4210 (top 84.3%)✗AsnessTop 30% of eligible cross-section - Profitability31% pass✓ 17✗ 18▾
11 of 16 flag SCE-PM's profitability — Graham, Buffett, Lynch +8 more
Positive EPS (10 years)0/6 years positive✗GrahamPositive EPS every year for 10 yearsEPS Growth (3-yr avg, 10-yr window)✗Graham>= 33% growthNet Income Positive (10+ years)5/6 years positive✗BuffettPositive every year for 10+ yearsROE (up to 5-year arithmetic mean)10.9%✗Buffett> 15% arithmetic mean (app rule)Operating Margin (10-yr trend)20.1% (latest)✓BuffettStable or rising over 10 yearsFree Cash Flow Proxy✗BuffettPositive and growingEarnings Variance (10-yr CoV)✗BuffettCoV < 0.3Retained Earnings Effectiveness✗Buffett$1 retained -> > $1 market value createdBasic earnings-growth PEG (dividends excluded)✗Lynch< 1.0 (ideally < 0.5)3-5 Year EPS CAGR✗Lynch15-30% (Fast Grower); > 0% to passROE16.9%✓Lynch> 15%EBIT / Enterprise Value13.5%✓Greenblatt> 10%Earnings Yield + ROC AssessmentEY=13.5%, ROC=9.0%✗GreenblattBoth EY > 10% and ROC > 25%Net Income / Total Assets2.69%✓PiotroskiROA > 0ROA Change YoY2.90% -> 2.69% (delta: -0.21%)✗PiotroskiCurrent ROA > Prior ROA(CFO / Total Assets) vs ROACFO/Assets=8.09%, ROA=2.69%✓PiotroskiCFO/Assets > ROAGross Margin Change YoY✗PiotroskiImproved YoYPre-Tax Income / Revenue26.8%✓Dreman>= 8%Net Income / Shareholders' Equity16.9%✓Dreman> 12%Margin of SafetyP/B=0.9x✓PabraiP/B < 1.5 or P/E < 15Return on Equity12.1% (3-yr avg)✗AkreROE > 20% (3-year avg)Discount to Intrinsic Value✗Marks>= 20% below intrinsic valuePositive Net Income Frequency5/5 years positive✓MarksPositive net income in >= 7 of last 10 yearsOperating Income / Revenue32.2%✓Ackman>= 15%Net Income / Shareholders Equity16.9%✓Ackman>= 15%5-Year EPS CAGR✗Templeton> 0% (5-year EPS CAGR)Operating Margin Trend19.2% (2009) -> 20.1% (2011)✓TempletonNon-negative operating-margin trend over 3 yearsRevenue growth vs. gross and operating margin trendrevenue up, operating margin 19.2% -> 20.1%✓SleepRevenue rising; gross margin flat or falling; operating margin holdingNet income / market capitalization+44.89%; #150/6340 (top 2.4%)✓AsnessTop 30% of eligible cross-section✓OshaughnessyTop 10% of eligible cross-sectionGross profit / total assets✗AsnessTop 30% of eligible cross-sectionNet income / positive book equity+16.89%; #998/5226 (top 19.1%)✓AsnessTop 30% of eligible cross-sectionNegative 5-year standard deviation of ROA-0.0060; #554/5884 (top 9.4%)✓AsnessTop 30% of eligible cross-section3-5 Year Diluted EPS CAGR✗Neff7%-20% annualizedPositive Diluted-EPS Years✗Schloss>= 70% positive over 5-10 observed years (app rule) - Verdicts33% pass✓ 5✗ 10▾
Split decision: 9 FAIL · 5 PASS · 2 NEUTRAL
Overall verdict✗GrahamFAIL (2/9)✗BuffettFAIL (1/9)✗LynchFAIL (2/7)✗GreenblattRank #864✓PiotroskiPASS (F-Score 5)✓DremanPASS (6/11)✗MungerFAIL (0/4)✗PabraiFAIL (1/3)✗AkreFAIL (0/6)✗MarksFAIL (3/5)✓AckmanPASS (4/9)✓TempletonPASS (4/8)✓SleepPASS (3/6)•AsnessNEUTRAL (Not ranked)✗NeffFAIL (2/6)✗SchlossFAIL (2/7)•OshaughnessyNEUTRAL (Not ranked) - Cash Flow50% pass✓ 6✗ 6▾
5 of 10 pass — Buffett, Pabrai, Marks +2 more object
Free Cash Flow Proxy✗BuffettPositive and growingFCF Positive and Growing$206.0M✓LynchPositive and growingOperating Cash Flow$3.3B✓PiotroskiCFO > 0(CFO / Total Assets) vs ROACFO/Assets=8.09%, ROA=2.69%✓PiotroskiCFO/Assets > ROAPrice / (CFO / Shares)2.8x✓Dreman< 8xP/E or FCF YieldFCF Yield=-9.3%✗PabraiP/E < 15 or FCF Yield > 10%FCF Positive2/5 years FCF positive✗MarksPositive FCF in majority of recent years(OCF - CapEx) / Market Cap2.2%✗Ackman>= 4%Price / FCF per ShareN/A (negative FCF)✗Ackman<= 25Positive Operating Cash Flow frequency5/5 years positive✓SleepPositive OCF in >= 70% of available yearsOperating Cash Flow - Capital Expenditures$206.0M✓Neff> $0 (app proxy for a strong fundamental case)(Operating cash flow - capex) / market capitalization+2.23%; #2221/4519 (top 49.1%)✗OshaughnessyTop 10% of eligible cross-section
Business & financials
Financial snapshot: annual FY 2011. Current investor scores may use newer quarterly data.
Company Profile
Financial Snapshot
Shareholder Return
Fiscal 2011
Retired 0.0% of shares last year, 0.0% over two.
- Buybacks
- —
- Dividends
- —
Company Financials
Latest TTM and quarters alongside annual years
TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.
The latest annual period end is unavailable. Showing the latest fiscal cycle’s quarters; quarter and annual columns may overlap. Quarterly shows the full quarter history.
| Metric | TTM · 2026-09-30 2025-10-01 – 2026-09-30 Sources · derived quarter valuesDerived from cumulative filings: revenue, net income, operating income, ebit, pre tax income, interest expense, operating cash flow, depreciation amortization, capex, dividends paid. | Q3 FY 2026 2026-07-01 – 2026-09-30 Sources · derived quarter valuesDerived from cumulative filings: operating cash flow, depreciation amortization, capex, dividends paid. | Q2 FY 2026 2026-04-01 – 2026-06-30 Sources · derived quarter valuesDerived from cumulative filings: operating cash flow, depreciation amortization, capex, dividends paid. | Q1 FY 2026 2026-01-01 – 2026-03-31 Sources | FY 2011Sources
| FY 2010Sources
| FY 2009Sources
| FY 2008Sources
| FY 2007Sources
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|---|---|---|---|---|---|---|---|---|---|
| Market Cap | $9.2Bcurrent | -- | -- | -- | -- | -- | -- | -- | -- |
| Revenue | $18.5B↑3% | $4.9B↓15% | $4.3B↓4% | $4.1B↑8% | $10.6B↑6% | $10.0B | $10.0B↓11% | $11.2B↑10% | $10.2B |
| Operating Income | $6.0B↑14% | $997.0M↓31% | $1.1B↑41% | $1.1B↓51% | $2.1B↑14% | $1.9B↓3% | $1.9B↑16% | $1.7B↓5% | $1.7B |
| Net Income | $4.1B↑18% | $834.0M↓13% | $669.0M↑41% | $648.0M↓60% | $1.1B↑4% | $1.0B↓15% | $1.2B↑80% | $683.0M↓3% | $707.0M |
| EPS (Diluted) | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Gross Margin | — | — | — | — | — | — | — | — | — |
| Operating Margin | 32.2%↑11% | 20.4%↓19% | 25.7%↑47% | 26.5%↓54% | 20.1%↑7% | 18.7%↓3% | 19.2%↑31% | 14.7%↓14% | 17.0% |
| ROE | 16.9%↑10% | — | — | — | 10.9%↓4% | 11.3%↓20% | 14.1%↑61% | 8.7%↓6% | 9.3% |
| Total Debt | $34.9B↑11% | $34.9B↑11% | $35.0B↑8% | $34.9B↑7% | $8.8B↑16% | $7.6B↑13% | $6.7B↑6% | $6.4B | -- |
| Shareholders' Equity | $24.6B↑7% | $24.6B↑7% | $24.2B↑8% | $24.0B↑5% | $10.0B↑8% | $9.2B↑6% | $8.7B↑12% | $7.8B↑3% | $7.6B |
| Current Ratio | 0.87↑5% | 0.87↑5% | 0.74↓16% | 0.83↓19% | 0.68↓9% | 0.74↓3% | 0.76↑5% | 0.73 | — |
| Debt / Equity | 1.42↑3% | 1.42↑3% | 1.45 | 1.46↑2% | 0.89↑7% | 0.83↑7% | 0.77↓5% | 0.81 | — |
| Operating Cash Flow | $7.3B↑26% | $2.7B↑23% | $1.4B↑40% | $1.5B↑20% | $3.3B↓4% | $3.4B↓17% | $4.1B↑151% | $1.6B↓45% | $3.0B |
| Free Cash Flow | $206.0M↑165% | $884.0M↑26% | -$448.0M↑37% | -$36.0M↑76% | -$861.0M↓119% | -$394.0M↓137% | $1.1B↑266% | -$645.0M↓194% | $687.0M |
Score history
Historical Score Timeline
Industry peers
Industry Peers
Similar companies in Utilities
SCE-PM vs Peers — Financial Grading
| Company | Market Cap | Price | Revenue | Net Income | ROE | D/E | Op. Margin | Curr. Ratio | Graham | Buffett | Lynch | Greenblatt | Piotroski | Dreman |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN COSO | $109.0B | $93.59 | $29.6B | $4.3B | 12.1% | 2.00 | 24.7% | 0.65 | 2/9 | 2/9 | 2/7 | 0/3 | F-Score 5 | 3/11 |
| AMERICAN ELECTRIC POWER CO INCAEP | $70.3B | $129.18 | $21.9B | $3.7B | 11.9% | 1.52 | 24.3% | 0.45 | 4/9 | 3/9 | 2/7 | 0/3 | F-Score 5 | 3/11 |
| Cheniere Energy, Inc.LNG | $63.0B | $308.75 | $20.0B | $5.3B | 67.3% | 2.88 | 45.6% | 0.94 | 2/9 | 4/9 | 4/7 | 0/3 | F-Score 8 | 3/11 |
| DOMINION ENERGY, INCD | $59.5B | $67.66 | $16.5B | $3.0B | 10.3% | 1.60 | 26.7% | 0.77 | 2/9 | 0/9 | 1/7 | 0/3 | F-Score 6 | 3/11 |
| ATMOS ENERGY CORPATO | $29.8B | $176.30 | $4.7B | $1.2B | 8.8% | 0.66 | 33.2% | 0.77 | 3/9 | 3/9 | 2/7 | 0/3 | F-Score 6 | 3/11 |
| EVERSOURCE ENERGYES | $27.0B | $71.73 | $13.5B | $1.7B | 10.5% | 1.75 | 22.1% | 0.65 | 2/9 | 2/9 | 2/7 | 0/3 | F-Score 6 | 4/11 |
| PPL CorpPPL | $26.9B | $35.67 | $9.0B | $1.2B | 7.9% | 1.27 | 23.5% | 0.86 | 2/9 | 0/9 | 0/7 | 0/3 | F-Score 5 | 2/11 |
| ALLIANT ENERGY CORPLNT | $19.0B | $73.43 | $4.4B | $810.0M | 11.0% | 1.64 | 23.5% | 0.80 | 2/9 | 2/9 | 2/7 | 0/3 | F-Score 6 | 2/11 |