Endesa, S.A.

Report azionario BME:ELE

Capitalizzazione di mercato: €39.0b

Endesa Gestione

Criteri Gestione verificati 4/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Jose Bogas Galvez

Amministratore delegato

€1.9m

Compenso totale

Percentuale dello stipendio del CEO53.13%
Mandato del CEO11.6yrs
Proprietà del CEOn/a
Durata media del management3.9yrs
Durata media del Consiglio di amministrazione5yrs

Aggiornamenti recenti sulla gestione

Recent updates

ELE: Future Returns Will Depend On Execution Risks Despite Higher Price Optimism

Endesa's analyst price target has moved higher by several euros, with recent updates clustering around €30 to €34.50, as analysts point to refreshed views on the company's earnings profile and sector positioning. Analyst Commentary Recent research on Endesa has focused on how current earnings expectations and sector positioning compare with share valuation, with several large banks revisiting their price targets and ratings in quick succession.

ELE: Future Returns Will Depend On Execution Risks Despite Higher Street Optimism

Endesa's analyst fair value estimate has shifted from €32.19 to €32.89 as analysts factor in recent price target increases from several banks, along with modest adjustments to long term revenue growth, profit margin assumptions and future P/E expectations. Analyst Commentary Recent Street research on Endesa presents a mixed picture, with several price target lifts and upgrades set against at least one downgrade and a small price target trim.

ELE: Future Returns Will Depend On Persistent Execution Concerns Despite Higher Street Optimism

Narrative Update The analyst price target for Endesa is updated to €32.19 from €31.10. This reflects analysts' use of slightly higher revenue growth and profit margin assumptions, as well as a modestly higher future P/E multiple in their models, following a series of recent target increases from major banks.

ELE: Future Returns Will Depend On Divergent Views Of Execution Risk

The analyst price target for Endesa has been raised from about €30.20 to roughly €31.10, with analysts citing updated assumptions around revenue growth, profit margins and future P/E as the key drivers of the change. Analyst Commentary Recent research on Endesa shows a mix of optimism and caution, with several firms adjusting ratings and price targets in different directions.

ELE: Future Returns Will Depend On Execution Risks At Current Pricing

The analyst fair value estimate for Endesa has increased from €28.85 to €30.20, reflecting recent price target revisions in the range of €30 to €34.50 as analysts reassess revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research opinions on Endesa are mixed, with several banks adjusting price targets into a range around €30 to €34.50 and revisiting their views on execution and valuation.

Electrification And Grid Investment Will Support A Stronger Long Term Outlook

Catalysts About Endesa Endesa is a Spanish electricity utility focused on power generation, distribution networks and energy supply to retail and business customers. What are the underlying business or industry changes driving this perspective?

ELE: Fair Value And Split Research Views Will Shape Future Returns

Our updated analyst price target for Endesa remains at about €28.85, as analysts weigh offsetting Street moves, including a downgrade to Underperform with a €30 target and mixed price target revisions from other firms. Analyst Commentary Recent research on Endesa shows a split view, with some analysts lifting their price targets and others turning more cautious.

ELE: Margin Normalization And Diverging Research Views Will Shape Future Returns

Analysts have slightly raised their fair value estimate for Endesa from €28.62 to about €28.85, citing updated assumptions that reflect recent price target increases at Citi and Berenberg, along with revised views on discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Bullish and bearish analysts are reading the same Endesa story in very different ways, and that split is feeding directly into the range of price targets and fair value views you are seeing today.

ELE: Margin Normalization And Conflicting Research Will Shape Future Return Profile

Analysts have nudged their fair value estimate for Endesa higher from €27.85 to €28.62, citing updated assumptions around future pricing and margins, alongside mixed recent research that includes a higher price target from one firm and a downgrade with a lower target from another. Analyst Commentary Bullish Takeaways Bullish analysts see scope for higher fair value supported by updated assumptions around pricing and margins that, in their view, justify a higher price target.

ELE: Margin Normalization And Generator Downgrades Will Pressure Future Return Profile

Analysts have trimmed their fair value estimate for Endesa slightly, to €27.85 from €27.94, citing recent downgrades that highlight expectations for electricity and gas margins to normalize and a less preferred stance on generators within European utilities. Analyst Commentary Recent research points to a more cautious stance on Endesa, with downgrades reflecting concerns around current valuation and the outlook for its generation and supply businesses within the broader European utilities sector.

Endesa (BME:ELE) Might Have The Makings Of A Multi-Bagger

Dec 19
Endesa (BME:ELE) Might Have The Makings Of A Multi-Bagger

ELE: Margin Normalization And Sector Rotation Will Shape Future Return Profile

Analysts have nudged their fair value estimate for Endesa higher to approximately EUR 27.94 from about EUR 27.16, reflecting slightly stronger expected revenue growth and a modestly richer future earnings multiple, even as they factor in normalizing electricity and gas margins along with a less favorable stance on traditional generators. Analyst Commentary Recent research updates signal a more cautious stance on Endesa, with several valuation frameworks resetting to reflect normalizing commodity spreads and a less favorable view on conventional generation relative to renewables focused peers.

We Think Endesa (BME:ELE) Can Stay On Top Of Its Debt

Dec 01
We Think Endesa (BME:ELE) Can Stay On Top Of Its Debt

ELE: Margin Normalization And Network Spending Uncertainty Will Pressure Future Returns

Analysts have lowered their price target for Endesa to €27.16 from €26.95. They cite concerns over normalizing electricity and gas margins, as well as sector rotation among European utilities.

ELE: Uncertainty Around Network Investment Will Limit Upside Potential

Analysts have raised their fair value price target for Endesa to €26.95 from €26.52. This reflects improved revenue growth expectations despite recent sector downgrades and ongoing uncertainty around network investment.

Downgraded Sector Ratings Will Limit Network Investment Upside Ahead

Analysts have modestly increased their fair value price target for Endesa from €25.96 to €26.52. This change reflects a balance of improved profit margin expectations with ongoing uncertainties in network investment and sector preference.

We Think Endesa (BME:ELE) Can Stay On Top Of Its Debt

Aug 19
We Think Endesa (BME:ELE) Can Stay On Top Of Its Debt

Earnings Miss: Endesa, S.A. Missed EPS By 18% And Analysts Are Revising Their Forecasts

Aug 01
Earnings Miss: Endesa, S.A. Missed EPS By 18% And Analysts Are Revising Their Forecasts

Endesa's (BME:ELE) Returns Have Hit A Wall

Jul 28
Endesa's (BME:ELE) Returns Have Hit A Wall

Endesa, S.A.'s (BME:ELE) Prospects Need A Boost To Lift Shares

Jul 10
Endesa, S.A.'s (BME:ELE) Prospects Need A Boost To Lift Shares
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Masdar Partnership And Renewable Expansion Powering Robust Growth And Profitability

Strategic partnerships and effective hedging stabilize revenues, enhance margins, and support future earnings growth by minimizing market volatility.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jose Bogas Galvez rispetto agli utili di Endesa?
DataCompenso totaleStipendioUtili della società
Dec 31 2025€2m€1m

€2b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€2b

Dec 31 2024€2m€1m

€2b

Sep 30 2024n/an/a

€1b

Jun 30 2024n/an/a

€663m

Mar 31 2024n/an/a

€440m

Dec 31 2023€2m€1m

€742m

Sep 30 2023n/an/a

€2b

Jun 30 2023n/an/a

€3b

Mar 31 2023n/an/a

€3b

Dec 31 2022€2m€960k

€3b

Sep 30 2022n/an/a

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022n/an/a

€1b

Dec 31 2021€2m€960k

€1b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€1b

Mar 31 2021n/an/a

€1b

Dec 31 2020€2m€929k

€1b

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€523m

Mar 31 2020n/an/a

€652m

Dec 31 2019€2m€740k

€171m

Compensazione vs Mercato: La retribuzione totale di Jose ($USD 2.22M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Spanish ($USD 3.33M ).

Compensazione vs guadagni: La retribuzione di Jose è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Jose Bogas Galvez (70 yo)

11.6yrs
Mandato
€1,882,000
Compensazione

Mr. Jose Damian Bogas Galvez has been the Chief Executive Officer and Executive Director at Endesa, S.A. since October 07, 2014. Mr. Bogas Galvez served as General Manager of Spain and Portugal at Endesa,...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jose Bogas Galvez
CEO & Executive Director11.6yrs€1.88mNessun dato
Marco Palermo
General Manager of Administrationno dataNessun datoNessun dato
Mar Martinez
Head of Investor Relationsno dataNessun datoNessun dato
Francisco de Borja Acha Besga
General Secretary to the Board of Directors10.8yrsNessun datoNessun dato
Maria Marquina
General Manager of Communication1.8yrsNessun datoNessun dato
Paolo Bondi
General Manager of People & Organization5.9yrsNessun datoNessun dato
José Marín
General Manager of Institutional Affairsless than a yearNessun datoNessun dato
Miguel Angel Lopez
Chief Security Officerless than a yearNessun datoNessun dato
3.9yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di ELE è considerato esperto (durata media dell'incarico 3.9 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jose Bogas Galvez
CEO & Executive Director11.6yrs€1.88mNessun dato
Francisco Queiroz de Barros de Lacerda
Independent Director11.1yrs€268.00kNessun dato
Flavio Cattaneo
Vice Chairman of the Board2.9yrsNessun datoNessun dato
Stéfano De Angelis
Director2.7yrsNessun datoNessun dato
Francesca Gostinelli
Director4.1yrsNessun datoNessun dato
Ignacio de Velasco
Independent Director11.1yrs€283.00kNessun dato
Cristina de Parias Halcón
Independent Director4.1yrs€230.00kNessun dato
Michela Mossini
Director2.1yrsNessun datoNessun dato
Juan Sanchez-Calero Guilarte
Independent Non Executive Chairman of the Board7.1yrs€663.00kNessun dato
Maria Bieto Caubet
Independent Director6yrs€233.00kNessun dato
Pilar Gonzalez de Frutos
Independent Director6yrs€230.00kNessun dato
Gianni Armani
Director2.8yrsNessun datoNessun dato
5.0yrs
Durata media
63.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ELE sono considerati esperti (durata media dell'incarico 5 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 19:46
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Endesa, S.A. è coperta da 40 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullBanco de Sabadell. S.A.
Bosco Muguiro EulateBanco Santander
José Ruiz FernandezBarclays