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Upturn AI Summary - About
Powell Industries Inc(POWL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for POWL
10/30/2026: POWL (3-star) is currently NOT-A-BUY. Pass it for now.
Powell Industries is an engineering-focused company providing custom electrical distribution and control equipment for demanding industrial and utility applications. The firm has a leading position in niche, complex projects and is currently benefiting from high demand driven by data center construction and grid modernization. While this creates a compelling growth story, investors should be aware that the company is exposed to cyclical industrial spending and can be impacted by project delays or rising material costs. Powell offers a modest dividend and maintains a solid balance sheet, making it a potentially suitable candidate for growth-oriented investors who monitor industrial capital expenditure trends closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is benefiting from strong secular tailwinds in electrification and infrastructure. |
| Momentum investor | Strong fit while signal remains positive | The stock has demonstrated significant positive price movement in line with infrastructure sector trends. |
| Value investor | Mixed fit | Valuation has expanded significantly, making it less attractive for traditional deep-value seekers. |
| Dividend investor | Mixed fit | Powell pays a dividend, but growth investors are likely attracted more by capital appreciation. |
| Low-risk investor | Medium | The stock is subject to cyclical industry risks and higher volatility inherent in project-based businesses. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock can experience rapid price changes based on cyclical order intake and backlog reports. |
| Valuation risk | Medium | As the stock has re-rated, it is susceptible to pullbacks if growth targets are missed. |
| Competition risk (industrial conglomerates) | Medium / high | Larger, better-capitalized competitors can put pressure on pricing and supply chains. |
| Business quality | Strong | The company possesses strong engineering capabilities and long-standing customer relationships. |
| Dividend income | Low | Dividends are modest and secondary to capital growth as an investment thesis. |
| Execution risk | Medium | Success depends on the ability to deliver complex projects on time and within budget. |
Price Behavior

Downtrend
The stock has experienced a sustained decline in price over recent periods.

Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 86.9% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.69B USD | Price to earnings Ratio 29.93 | 1Y Target Price 267.5 |
Price to earnings Ratio 29.93 | 1Y Target Price 267.5 | ||
Volume (30-day avg) 630.9K shares | Beta 1.17 | 52 Weeks Range 92.47 - 327.74 | Updated Date 11/01/2026 |
52 Weeks Range 92.47 - 327.74 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 0.21% | Basic EPS (TTM) 5.22 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Electrical Equipment Sales | Switchgear, power distribution systems, and control equipment. | The company earns the bulk of its revenue by building high-end electrical hardware for large industrial clients. |
| Service & Maintenance | Field service, installation support, and lifecycle maintenance. | Revenue is bolstered by recurring service contracts and maintenance work required for the infrastructure it sells. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 29.93 | Forward PE 23.92 | Enterprise Value 5.06B | Price to Sales(TTM) 4.92 |
Enterprise Value 5.06B | Price to Sales(TTM) 4.92 | ||
Enterprise Value to Revenue 4.37 | Enterprise Value to EBITDA 21.44 | Shares Outstanding 36.43M | Shares Floating 35.50M |
Shares Outstanding 36.43M | Shares Floating 35.50M | ||
Percent Insiders 20.46 | Percent Institutions 93.5 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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