MMarketMath

AEP

StalwartQuality: Medium (52/100)1 red flag

American Electric Power · Utilities · Electric Utilities

$121.98

52w 105.70 – 140.58

20y monthly, adjusted

Mkt cap

$66.4B

P/E

18.6

P/FCF

19.7

FCF yield

5.1%

ROE

11.9%

Shldr yield

2.9%

div 2.9% + bb 0.0%

What today's price assumes

At $66.4B, the market is pricing in 7.5% annual free-cash-flow growth for the next decade (10% discount rate, 2.5% terminal growth). Over the last ten years, FCF actually grew -3.0% per year — the price asks for acceleration beyond the historical record.

Simple DCF per-share range: $59 · $59 · $73 (4% / base / optimistic growth). An estimate, not a target.

Adjust the assumptions yourself →

Historical multiple lens

At its own median P/OCF of 5.0× across 19 years, AEP would trade near $64/share (25th–75th percentile: $46–$98); it trades at 9.6× today.

Assumes the historical multiple regime persists — re-ratings can be permanent.

Growth record

Compound annual growth rates from as-filed 10-K data, split-adjusted

Rev 3y

+3.8%

Rev 5y

+7.8%

Rev 10y

+2.8%

EPS 5y

+8.5%

EPS 10y

+4.8%

FCF 5y

−1.9%

FCF 10y

−3.0%

Fundamentals

Fiscal 2007–2025, from SEC filings

Revenue

2007: $13.4B
2008: $14.4B
2009: $13.5B
2010: $14.4B
2011: $15.1B
2012: $14.9B
2013: $14.8B
2014: $16.4B
2015: $16.5B
2016: $16.4B
2017: $15.4B
2018: $16.2B
2019: $15.6B
2020: $14.9B
2021: $16.8B
2022: $19.4B
2023: $19.5B
2024: $20.0B
2025: $21.7B
$0$10.0B$20.0B
07
11
15
19
23

Net income

2007: $1.1B
2008: $1.4B
2009: $1.4B
2010: $1.2B
2011: $1.9B
2012: $1.3B
2013: $1.5B
2014: $1.6B
2015: $2.1B
2016: $618.0M
2017: $1.9B
2018: $1.9B
2019: $1.9B
2020: $2.2B
2021: $2.5B
2022: $2.3B
2023: $2.2B
2024: $3.0B
2025: $3.7B
$0$1.0B$2.0B$3.0B
07
11
15
19
23

Free cash flow

2007: $1.9B
2008: $2.4B
2009: $2.4B
2010: $2.5B
2011: $3.8B
2012: $3.7B
2013: $4.1B
2014: $4.5B
2015: $4.7B
2016: $4.4B
2017: $4.3B
2018: $5.2B
2019: $3.4B
2020: $3.8B
2021: $3.8B
2022: $5.3B
2023: $4.9B
2024: $6.4B
2025: $3.5B
$0$2.0B$4.0B$6.0B
07
11
15
19
23

Diluted shares (lower is better)

2007: 400.2M
2008: 403.6M
2009: 459.0M
2010: 479.6M
2011: 482.5M
2012: 485.1M
2013: 487.0M
2014: 488.9M
2015: 490.6M
2016: 491.7M
2017: 492.6M
2018: 493.8M
2019: 495.3M
2020: 497.2M
2021: 501.8M
2022: 513.5M
2023: 520.2M
2024: 531.3M
2025: 537.5M
0200.0M400.0M
07
11
15
19
23

Margins

10%20%30%07101316192225
Net marginFCF marginGross margin

Capital returned (dividends + buybacks)

2007: $636.0M
2008: $666.0M
2009: $758.0M
2010: $824.0M
2011: $898.0M
2012: $916.0M
2013: $954.3M
2014: $997.6M
2015: $1.1B
2016: $1.1B
2017: $1.2B
2018: $1.3B
2019: $1.4B
2020: $1.4B
2021: $1.5B
2022: $1.6B
2023: $1.8B
2024: $1.9B
2025: $2.0B
$0$1.0B$2.0B
07
11
15
19
23

Cash vs long-term debt

$0$20.0B$40.0B07101316192225
CashLT debt

Quarterly

Discrete quarters from 10-Q filings; Q4 derived as fiscal year minus Q1–Q3. OCF is unwound from the year-to-date figures 10-Qs report. Compare to the same quarter a year ago — most businesses are seasonal.

Revenue by quarter

Q1'23: $4.7B
Q2'23: $4.4B
Q3'23: $5.3B
Q4'23: $5.1B
Q1'24: $5.1B
Q2'24: $4.7B
Q3'24: $5.5B
Q4'24: $4.8B
Q1'25: $5.6B
Q2'25: $5.1B
Q3'25: $6.0B
Q4'25: $5.1B
Q1'26: $5.9B
$0$2.0B$4.0B
23
23
24
25
26

Net income by quarter

Q1'23: $400.4M
Q2'23: $516.1M
Q3'23: $958.3M
Q4'23: $338.2M
Q1'24: $1.0B
Q2'24: $342.5M
Q3'24: $961.7M
Q4'24: $666.1M
Q1'25: $802.0M
Q2'25: $1.3B
Q3'25: $1.0B
Q4'25: $605.4M
Q1'26: $903.0M
$0$500.0M$1.0B
23
23
24
25
26
QuarterRevenueYoYNet incomeYoYEPSOCF
Q1'26$5.9B+5.2%$903.0M+12.6%1.60$1.5B
Q4'25 *$5.1B+6.2%$605.4M−9.1%1.06$1.8B
Q3'25$6.0B+9.0%$1.0B+4.0%1.81$2.5B
Q2'25$5.1B+8.5%$1.3B+276.1%2.29$1.2B
Q1'25$5.6B+10.7%$802.0M−20.3%1.50$1.4B
Q4'24 *$4.8B−5.8%$666.1M+97.0%1.24$1.7B
Q3'24$5.5B+2.4%$961.7M+0.4%1.80$2.2B
Q2'24$4.7B+6.5%$342.5M−33.6%0.64$1.5B
Q1'24$5.1B+8.4%$1.0B+151.2%1.90$1.4B
Q4'23 *$5.1B+9.0%$338.2M−38.0%0.63$1.3B
Q3'23$5.3B−3.3%$958.3M+84.0%1.83$1.8B
Q2'23$4.4B−5.8%$516.1M−0.9%1.01$1.2B
Q1'23$4.7B+2.1%$400.4M−44.2%0.77$717.8M

Track record

Compound annual growth by period. For debt and share count, negative is the good direction.

Series3y5y10y15y
Revenue+3.8%+7.8%+2.8%+2.8%
Operating cash flow+9.5%+12.6%+3.9%+6.6%
Free cash flow−12.9%−1.9%−3.0%+2.2%
EPS (diluted)+14.0%+8.5%+4.8%+6.7%
Equity+9.2%+8.7%+5.7%+5.7%
LT debt+8.7%+8.8%+9.5%+7.2%
Diluted shares+1.5%+1.6%+0.9%+0.8%
Stock price+19.8%+10.1%+10.3%+12.0%

$100, 3 years ago

$172vs $176 in SPY

19.8% vs 20.7%/yr

$100, 5 years ago

$162vs $181 in SPY

10.1% vs 12.6%/yr

$100, 10 years ago

$266vs $412 in SPY

10.3% vs 15.2%/yr

$100, 15 years ago

$544vs $813 in SPY

12.0% vs 15.0%/yr

The $1 test — market value created per $1 of earnings retained (Buffett's hurdle: at least $1)

Last 5 years

$6.26

$30.4B created / $4.9B retained

Last 10 years

$6.01

$42.7B created / $7.1B retained

Quality & capital discipline

Cash-based returns and how management deploys capital

Cash ROIC

9.2%

OCF ÷ (equity + debt)

OCF / EV yield

6.2%

MC vs 10× OCF

0.99

≤1 = priced under 10× OCF

Debt / FCF

12.6y

SBC / FCF

1.5%

Owner earnings

$3.4B

OCF − capex − SBC

OE yield

5.0%

Share count 5y

+1.7%

per year; negative = buybacks

Capital intensity

3.4%

net PP&E ÷ revenue

Sales efficiency

$-9.31

new PP&E per $1 new revenue, 5y

Growth engine (5y): reinvested 93.0% of operating cash flow at an incremental return of 12.0% — an organically fundable growth rate of about 11.2% per year (growth ≈ reinvestment rate × incremental ROIC).

Checklist

16 of 26 checks pass · 62%. Checks with structurally missing inputs are excluded.

Growth & Consistency

5/7

  • Revenue growth

    7.8% · 5y CAGR ≥ 5%

    pass
  • EPS growth

    8.5% · 5y CAGR ≥ 5%

    pass
  • FCF growth

    -1.9% · 5y CAGR ≥ 5%

    fail
  • Revenue rises consistently

    6 of 9 · up in ≥ 7 of last 10 years

    fail
  • FCF consistently positive

    10 of 10 · positive in ≥ 8 of last 10 years

    pass
  • Profitable every year

    10 of 10 · net income > 0 in ≥ 8 of last 10

    pass
  • Cash flow keeps up with sales

    12.6% vs 7.8% · OCF CAGR ≥ 0.9× revenue CAGR

    pass

Profitability

4/6

  • Net margin

    17.0% · ≥ 8%

    pass
  • Operating margin

    24.5% · ≥ 10%

    pass
  • Gross margin stable or rising

    · no drop > 2 pts over 3y

    na
  • Return on equity

    11.9% · ≥ 12%

    fail
  • Cash ROIC

    9.2% · ≥ 12%

    fail
  • FCF margin

    16.1% · ≥ 5%

    pass
  • Earnings back their cash

    OCF $6.9B vs NI $3.7B · OCF ≥ net income (latest FY)

    pass

Balance Sheet

2/5

  • Debt payable from cash flow

    12.6y · LT debt ≤ 3× FCF

    fail
  • Cash cushion

    0% · cash ≥ 50% of LT debt

    fail
  • Leverage

    1.42 · LT debt ≤ 1.5× equity

    pass
  • Equity positive and compounding

    $31.1B · equity > 0 and grew over ~5y

    pass
  • Interest burden

    38% · interest ≤ 15% of operating income

    fail

Capital Allocation

2/4

  • Share count flat or shrinking

    1.7% · ≤ +0.5%/yr over ~5y

    fail
  • Stock comp restrained

    2% · SBC ≤ 15% of FCF

    pass
  • Distributions funded by FCF

    58% · dividends + buybacks ≤ 100% of FCF

    pass
  • Repurchases are a habit

    0 of 10 · buybacks in ≥ 5 of last 10 years

    fail

Valuation Discipline

3/4

  • FCF yield

    5.1% · ≥ 3%

    pass
  • Earnings multiple

    18.6 · P/E ≤ 25

    pass
  • Price asks less than history delivered

    7.5% vs -3.0% · implied FCF growth ≤ historical FCF CAGR

    fail
  • Shareholder yield

    2.9% · dividends + buybacks ≥ 2% of market cap

    pass

Red flags

Mechanical checks — a flag is a question to investigate, not a verdict

Heavy debt load

Long-term debt exceeds 5 years of free cash flow.

Financial data

As filed in 10-Ks; per-share figures split-adjusted. $ in millions.

FYRevenueGross profitOp incomeNet incomeEPSOCFCapExFCFDividendsBuybacksSBCCashLT debtEquityShares
202521,7025,3193,6966.666,9443,4533,4912,0085319744,12831,138537
202419,9704,3042,9765.586,8043996,4051,8985320339,30826,944531
202319,4563,5562,2134.245,0121554,8571,7525133037,65325,247520
202219,3923,4832,3064.495,2885,2881,6456350934,31523,893513
202116,7923,4112,4884.963,8403,840-1,52040331,30122,433502
202014,9192,9882,1974.423,83303,8331,42539328,98620,551497
201915,5612,5921,9203.884,2709183,3521,35024725,12719,632495
201816,1962,6831,9313.905,22305,2231,25623421,64819,028494
201715,4253,5251,9293.884,27004,2701,19221519,42018,287493
201616,3801,1646181.244,5221084,4141,12121117,37817,397492
201516,4533,3342,0524.174,74954,7431,05917617,74117,892491
201416,3793,1271,6383.344,602654,53899816316,01216,820489
201314,8142,8231,4803.044,096324,06495411816,82816,085487
201214,9452,6561,2592.603,804943,71091627915,58615,237485
201115,1162,7821,9464.023,788193,76989822115,08314,664482
201014,4272,6631,2142.532,6621552,50782429415,50213,622480
200913,4892,7711,3602.962,4751042,37175849015,75713,140459
200814,4402,7871,3833.422,5811602,42166641115,53610,693404
200713,3802,3191,0922.722,3945121,88263617810,097400

Some concepts are structurally absent for certain industries (banks report no gross profit or capex). Missing ≠ zero.