Public Service Enterprise Group Incorporated PEG
Revenue Intelligence Report • 46 quarters of SEC filing data • Updated 2026-03-15
SG&A spending is the primary revenue driver, with a 1% increase in SG&A yielding a 1.24% rise in revenue, implying an elasticity of 1.24 in the log-log model. The model shows solid predictive performance, with a 4.6% MAPE and a holdout forecast of $2.6B versus actual $2.5B, a -2.9% error. The latest quarterly revenue was $2.478B, and the FY forecast projects about $11B in revenue, up roughly 8.7% year over year. While SG&A-driven revenue growth appears favorable, a complete ROI assessment requires margin and cost data; nonetheless, the combination of high elasticity and a constructive outlook supports continued revenue expansion.
Investment Thesis
The econometric model achieves strong accuracy (4.6% MAPE), suggesting Public Service Enterprise Group Incorporated's revenue trajectory is well-characterized by its spending patterns. Sales & marketing spend shows a 1.24x elasticity, suggesting effective go-to-market execution.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2019 | $2.6B | $2.5B | $2.3B – $2.9B | +3.4% | ✓ In range |
| Q2 2020 | $2.8B | $2.4B – $3.3B | -6.4% | ||
| Q3 2020 | $2.7B | $2.2B – $3.3B | +15.8% | ||
| Q4 2020 | $2.7B | $2.1B – $3.3B | +16.2% | ||
| Q1 2021 | $2.8B | $2.2B – $3.6B | +13.1% |
How Spending Drives Revenue
Want this analysis for your portfolio?
I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.
Get in Touch