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REN - Redes Energéticas Nacionais SGPS Community
ENXTLS:RENE Community
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REN - Redes Energéticas Nacionais SGPS
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REN - Redes Energéticas Nacionais SGPS
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Distributed Energy Trends Will Erode Traditional Revenues
Key Takeaways Distributed energy growth and new technologies threaten REN's traditional grid expansion, limiting asset base and future revenue prospects. Regulatory exposure and high investment costs may compress margins, reduce cash flow, and challenge long-term dividend stability.
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€2.40
FV
24.4% overvalued
intrinsic discount
-2.12%
Revenue growth p.a.
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9 days ago
author updated this narrative
REN - Redes Energéticas Nacionais SGPS
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
European Decarbonization And Digitalization Will Modernize Transmission Networks
Key Takeaways Elevated investments in energy transition and grid modernization, alongside regulatory improvements, position REN for sustained margin expansion and earnings growth beyond initial expectations. First-mover advances in hydrogen and renewable gas infrastructure, plus lowering tax burdens, support diversified, resilient long-term cash flows and shareholder returns.
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€3.50
FV
14.7% undervalued
intrinsic discount
6.39%
Revenue growth p.a.
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10 days ago
author updated this narrative
REN - Redes Energéticas Nacionais SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Energy Transition Investments May Erode Earnings Amid Regulatory Uncertainty
Key Takeaways Significant CapEx in hydrogen and electricity grids may impact net margins if regulated returns do not increase proportionally. Regulatory shifts and renewable energy reliance could pressure revenue and cash flow, affecting investor confidence and stock valuation.
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€3.03
FV
1.6% undervalued
intrinsic discount
2.36%
Revenue growth p.a.
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6 days ago
author updated this narrative
Your Valuation for
RENE
RENE
REN - Redes Energéticas Nacionais SGPS
Your Fair Value
€
Current Price
€2.99
29.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
1b
2015
2018
2021
2024
2025
2027
2030
Revenue €1.1b
Earnings €182.2m
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