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Consensus Narrative from 4 Analysts
Grid Modernization And Renewables Will Boost Urban Utilities
Key Takeaways Infrastructure upgrades, digitalization, and grid modernization are driving efficiency, differentiating ACEA’s offering, and enabling revenue and margin growth in competitive urban markets. Expansion in renewables and waste-to-energy, supported by partnerships and supportive policy, is increasing revenue streams and reducing exposure to regulatory and environmental risks.
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€21.63
FV
5.9% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
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ACE
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ACEA
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Current Price
€20.34
40.0% overvalued
intrinsic discount
Growth estimate over
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time period
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Revenue €4.5b
Earnings €407.5m
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