SOUTHERN CALIFORNIA EDISON Co

SCE-PM
Country: United StatesPrice: $21.25Market Cap: $9.2B

Investment snapshot

29%positive consensus
Scored 1d ago

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

VerdictMeaning
BUYPositive purchase signal: the framework's buy requirements are met.
PASSThe 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.
NEUTRALNeither a positive nor negative conclusion. It does not mean to hold an existing position.
FAILThe company does not clear the framework's requirements.
RankedRanked 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.

MetricGraham

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

VerdictFAILFAILFAILFAIL · Rank #864 (Top 27.9%)PASSPASSFAILFAILFAILFAILPASSPASSPASSNEUTRALFAILFAILNEUTRAL
Score
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Intrinsic Value (annual)N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Margin of SafetyN/AN/AN/A+40.6%N/AN/AN/AN/A+57.2%N/AN/AN/AN/AN/AN/AN/AN/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 $21.25
    Akre 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>= 2.0
    ROIC (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 YoY
    Revenue / Total Assets Change YoY0.28x -> 0.26x
    ✗PiotroskiImproved YoY
    Current Assets / Current Liabilities0.87
    ✗Dreman> 1.5
    Return 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 each
    Reinvestment 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<= 15x
    Price-to-Book Ratio0.9x
    ✓Graham<= 1.5x
    P/E x P/B
    ✗Graham<= 22.5
    Basic 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< 8x
    Valuation 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 < 2.0
    Discount to Intrinsic Value
    ✗Marks>= 20% below intrinsic value
    Price / FCF per ShareN/A (negative FCF)
    ✗Ackman<= 25
    Price 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-section
    Positive book equity / market capitalization+2.6580; #515/6449 (top 8.0%)
    ✓AsnessTop 30% of eligible cross-section
    Price / 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-section
    Trailing 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% growth
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    Inventory Growth vs Revenue GrowthInv: 5.2% vs Rev: 2.7%
    ✗LynchInventory growth < Revenue growth
    EPS Growth Direction
    ✗DremanPositive over recent years
    EPS CAGR
    ✗Dreman> 5% annualized
    Positive Net Income Frequency5/5 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    3yr Median Revenue Growth0.2%
    ✗Ackman>= 5%
    Positive EPS Growth Frequency
    ✗AckmanPositive EPS growth in >= 3 of last 5 years
    5-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 holding
    5-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 $-1.1B
    ✗GrahamLT Debt <= Net Current Assets
    Debt/Equity & Interest CoverageD/E: 1.42, IC: 4.1x
    ✗BuffettD/E < 0.5 AND Interest Coverage > 5x
    Total Debt / Equity1.42
    ✗Lynch< 0.33
    Cash - Long-term Debt$-33.6B
    ✗LynchPositive preferred
    LT Debt / Total Assets Change21.24% -> 20.91%
    ✓PiotroskiDecreased YoY
    Current 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 < 1.00x
    Debt Levels1.42
    ✗MungerDebt/Equity < 0.5✗AkreDebt/Equity < 0.3
    Interest Coverage & Debt/EBITDAIC=4.1x, D/EBITDA=3.8x
    ✓MarksInterest Coverage > 3x; Debt/EBITDA < 4x
    Total Debt / Shareholders Equity1.42
    ✗Ackman<= 1.0
    Negative 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 years
    EPS Growth (3-yr avg, 10-yr window)
    ✗Graham>= 33% growth
    Net Income Positive (10+ years)5/6 years positive
    ✗BuffettPositive every year for 10+ years
    ROE (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 years
    Free Cash Flow Proxy
    ✗BuffettPositive and growing
    Earnings Variance (10-yr CoV)
    ✗BuffettCoV < 0.3
    Retained Earnings Effectiveness
    ✗Buffett$1 retained -> > $1 market value created
    Basic earnings-growth PEG (dividends excluded)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    ROE16.9%
    ✓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 > 0
    ROA 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 > ROA
    Gross Margin Change YoY
    ✗PiotroskiImproved YoY
    Pre-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 < 15
    Return on Equity12.1% (3-yr avg)
    ✗AkreROE > 20% (3-year avg)
    Discount to Intrinsic Value
    ✗Marks>= 20% below intrinsic value
    Positive Net Income Frequency5/5 years positive
    ✓MarksPositive net income in >= 7 of last 10 years
    Operating 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 years
    Revenue growth vs. gross and operating margin trendrevenue up, operating margin 19.2% -> 20.1%
    ✓SleepRevenue rising; gross margin flat or falling; operating margin holding
    Net income / market capitalization+44.89%; #150/6340 (top 2.4%)
    ✓AsnessTop 30% of eligible cross-section✓OshaughnessyTop 10% of eligible cross-section
    Gross profit / total assets
    ✗AsnessTop 30% of eligible cross-section
    Net income / positive book equity+16.89%; #998/5226 (top 19.1%)
    ✓AsnessTop 30% of eligible cross-section
    Negative 5-year standard deviation of ROA-0.0060; #554/5884 (top 9.4%)
    ✓AsnessTop 30% of eligible cross-section
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
    Positive 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 growing
    FCF Positive and Growing$206.0M
    ✓LynchPositive and growing
    Operating Cash Flow$3.3B
    ✓PiotroskiCFO > 0
    (CFO / Total Assets) vs ROACFO/Assets=8.09%, ROA=2.69%
    ✓PiotroskiCFO/Assets > ROA
    Price / (CFO / Shares)2.8x
    ✓Dreman< 8x
    P/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<= 25
    Positive Operating Cash Flow frequency5/5 years positive
    ✓SleepPositive OCF in >= 70% of available years
    Operating 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

Industry: Utilities
SIC Sector: Electric, Gas & Sanitary Services
Size: Mid Cap($9.2B)
Revenue: $10.6B+6.0% YoY
Net Income: $1.1B+4.3% YoY

Financial Snapshot

Operating Margin20.1%
Return on Equity10.9%
Debt / Equity0.89
Current Ratio0.68
Shares Retired0.0% / 0.0% 2y

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.

MetricTTM · 2026-09-30

2025-10-01 – 2026-09-30

Sources · derived quarter values

Derived 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 values

Derived from cumulative filings: operating cash flow, depreciation amortization, capex, dividends paid.

Q2 FY 2026

2026-04-01 – 2026-06-30

Sources · derived quarter values

Derived from cumulative filings: operating cash flow, depreciation amortization, capex, dividends paid.

Q1 FY 2026

2026-01-01 – 2026-03-31

Sources
FY 2011
Sources
  • 10-K · 2012-02-29
FY 2010
Sources
  • 10-K · 2011-02-28
FY 2009
Sources
  • 10-K · 2011-02-28
FY 2008
Sources
  • 10-K · 2011-02-28
FY 2007
Sources
  • 10-K · 2010-03-01
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 Margin32.2%↑11%20.4%↓19%25.7%↑47%26.5%↓54%20.1%↑7%18.7%↓3%19.2%↑31%14.7%↓14%17.0%
ROE16.9%↑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 Ratio0.87↑5%0.87↑5%0.74↓16%0.83↓19%0.68↓9%0.74↓3%0.76↑5%0.73—
Debt / Equity1.42↑3%1.42↑3%1.451.46↑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

Revenue$10.6BMedian
Net Income$1.1BBottom 25%
ROE10.9%Median
D/E0.89Top 25%
Op. Margin20.1%Bottom 25%
Curr. Ratio0.68Median
CompanyMarket CapPriceRevenueNet IncomeROED/EOp. MarginCurr. RatioGrahamBuffettLynchGreenblattPiotroskiDreman
SOUTHERN COSO$109.0B$93.59$29.6B$4.3B12.1%2.0024.7%0.652/92/92/70/3F-Score 53/11
AMERICAN ELECTRIC POWER CO INCAEP$70.3B$129.18$21.9B$3.7B11.9%1.5224.3%0.454/93/92/70/3F-Score 53/11
Cheniere Energy, Inc.LNG$63.0B$308.75$20.0B$5.3B67.3%2.8845.6%0.942/94/94/70/3F-Score 83/11
DOMINION ENERGY, INCD$59.5B$67.66$16.5B$3.0B10.3%1.6026.7%0.772/90/91/70/3F-Score 63/11
ATMOS ENERGY CORPATO$29.8B$176.30$4.7B$1.2B8.8%0.6633.2%0.773/93/92/70/3F-Score 63/11
EVERSOURCE ENERGYES$27.0B$71.73$13.5B$1.7B10.5%1.7522.1%0.652/92/92/70/3F-Score 64/11
PPL CorpPPL$26.9B$35.67$9.0B$1.2B7.9%1.2723.5%0.862/90/90/70/3F-Score 52/11
ALLIANT ENERGY CORPLNT$19.0B$73.43$4.4B$810.0M11.0%1.6423.5%0.802/92/92/70/3F-Score 62/11