Eneva S.A.

BOVESPA:ENEV3 株式レポート

時価総額：R$47.0b

Eneva マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Lino Cancado

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間no data
CEOの所有権n/a
経営陣の平均在職期間2.9yrs
取締役会の平均在任期間1.4yrs

経営陣の近況

Recent updates

ナラティブの更新 • Jun 01

ENEV3: Higher Required Return And P E Repricing Will Support Upside

Analysts have slightly raised their price target for Eneva to R$29.35 from R$29.26. This change reflects updated assumptions around discount rate, revenue trends, profit margin, and forward P/E expectations.
ナラティブの更新 • May 15

ENEV3: Improved Margins And P E Reset Will Support Bullish Outlook

Analysts have lifted Eneva's fair value estimate from R$28.02 to R$29.26, citing updated assumptions for a smaller revenue decline, a slightly lower discount rate, a higher profit margin, and a lower future P/E multiple. Valuation Changes Fair Value: R$29.26, up from R$28.02, reflecting the combined impact of the updated assumptions.
ナラティブの更新 • Apr 23

ENEV3: Refined Assumptions And P E Outlook Will Shape Balanced View

Analysts have nudged their fair value estimate for Eneva slightly higher to about R$28.02 from roughly R$27.73, citing updated assumptions around the discount rate, revenue trends, profit margins and forward P/E that leave the overall valuation profile broadly intact but modestly refined. Valuation Changes Fair Value: R$28.02 compared with R$27.73 previously; a slight upward adjustment.
ナラティブの更新 • Apr 09

ENEV3: Meeting Outlook And Revised Assumptions Will Guide Balanced Future View

Analysts now see Eneva's fair value at about R$27.73 per share, compared with roughly R$25.53 previously. This reflects updated assumptions for revenue growth, profit margins and future P/E multiples.
ナラティブの更新 • Mar 25

ENEV3: Meeting Timeline And Adjusted Assumptions Will Shape Balanced Outlook

Analysts now see Eneva’s fair value price target at R$25.53, up from R$24.48. The revision is supported by a slightly lower discount rate and updated assumptions for profit margins and future P/E.
ナラティブの更新 • Mar 10

ENEV3: Lower Discount Rate And Upcoming Meeting Will Support Bullish Outlook

Analysts have nudged their price target for Eneva slightly higher from R$24.33 to about R$24.48, citing updated assumptions that include a lower discount rate, softer revenue expectations, a higher profit margin, and a reduced future P/E multiple. What's in the News Eneva has scheduled a Special and Extraordinary Shareholders Meeting for February 5, 2026, giving investors a future date to watch for potential corporate decisions that may affect the company (Key Developments).
ナラティブの更新 • Feb 23

ENEV3: Higher Required Return And Governance Agenda Will Shape A Steady Outlook

Analysts have slightly increased their fair value price target for Eneva from R$23.90 to R$24.33, reflecting updated views on discount rate assumptions, revenue trends, profit margins and future P/E expectations. What's in the News Eneva has scheduled a Special and Extraordinary Shareholders Meeting for February 5, 2026.
ナラティブの更新 • Feb 09

ENEV3: Softer Assumptions And Governance Agenda Will Support A Steady Outlook

Analysts have lifted their fair value estimate for Eneva from R$22.61 to R$23.90, pointing to slightly lower assumed discount rates and modestly better projected profit margins as the main drivers of the updated price target. What's in the News Eneva has scheduled a Special and Extraordinary Shareholders Meeting for February 5, 2026, giving investors a clear date to watch for potential corporate decisions that could affect the capital structure or governance (Key Developments).
分析記事 • Feb 06

Eneva (BVMF:ENEV3) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
ナラティブの更新 • Jan 26

ENEV3: Softer Assumptions And Governance Agenda Will Support A Steady Outlook

Narrative Update Overview Analysts now place Eneva's fair value at R$22.61 per share versus the previous R$20.75, reflecting updated assumptions around discount rates, revenue trends, margins and future P/E expectations. What's in the News Eneva has scheduled a Special and Extraordinary Shareholders Meeting for February 5, 2026, which may cover corporate governance or capital structure topics (Key Developments).
ナラティブの更新 • Jan 09

ENEV3: Slightly Softer Assumptions Will Support A Steady Balanced Outlook

Analysts have nudged their fair value estimate for Eneva up from R$20.35 to R$20.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as drivers of the new price target. Valuation Changes Fair Value Estimate increased slightly from R$20.35 to R$20.75 per share.
ナラティブの更新 • Dec 26

ENEV3: Higher Required Returns And Stable Margins Will Shape Balanced Outlook

Analysts have modestly raised their price target on Eneva to R$20.35. This reflects slightly higher discount rate and future P E assumptions, while their views on revenue growth and profitability remain stable.
ナラティブの更新 • Dec 11

ENEV3: Higher Multiple And Softer Margins Will Shape Balanced Outlook

Analysts have raised their price target for Eneva from R$17.01 to R$20.35, citing modest improvements in expected revenue trends, a slightly lower discount rate, and a higher future P/E multiple despite a marginally softer projected profit margin. Valuation Changes Fair Value: Raised from R$17.01 to R$20.35, representing a moderate upward revision in the estimated intrinsic value.
ナラティブの更新 • Nov 27

ENEV3: Margin Pressure and Slower Recovery in Revenues Will Limit Upside

The analyst price target for Eneva has increased slightly from R$16.56 to R$17.01. Analysts factor in modest improvements to revenue forecasts, which are offsetting slightly lower margin expectations.
分析記事 • Nov 15

Returns At Eneva (BVMF:ENEV3) Appear To Be Weighed Down

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
ナラティブの更新 • Nov 13

ENEV3: Revenue Slowdown and Margin Pressure Will Limit Share Price Upside

Analysts have modestly raised their price target for Eneva from R$16.29 to R$16.56, citing updated assumptions. This comes despite lower revenue growth forecasts and a slight decline in projected profit margin.
分析記事 • Oct 25

Here's Why Eneva (BVMF:ENEV3) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 • Sep 20

Gas Capacity Expansion And Renewables Integration Will Drive Brazil Transition

The slight increase in Eneva’s future P/E multiple suggests a modestly more optimistic earnings outlook, supporting the upward revision in the consensus analyst price target from R$15.96 to R$16.29. What's in the News Eneva has partnered with Accenture and Google Cloud to adopt AI and cloud solutions to optimize operations, boost equipment reliability, increase employee productivity, and drive growth in Brazil’s rapidly evolving energy market.
分析記事 • Sep 19

Getting In Cheap On Eneva S.A. (BVMF:ENEV3) Is Unlikely

Eneva S.A.'s ( BVMF:ENEV3 ) price-to-sales (or "P/S") ratio of 2.1x may not look like an appealing investment...
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新しいナラティブ • Dec 18

Parnaíba Liquefaction And BTG Thermoelectric Deals Ignite Earnings Growth

Record growth in operating cash flow boosted by new projects promises sustained cash flow and earnings growth.

CEO

Lino Cancado

no data
在職期間

Mr. Lino Lopes Cancado is CEO & Director of Celse - Centrais Elétricas de Sergipe S.A. Mr. Cancado is CEO and Member of the Executive Board at Eneva S.A. Mr. Cancado was Chief Operating Officer at Eneva S....

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Lino Cancado
CEO & Member of the Executive Boardno dataデータなしデータなし
Marcelo Habibe
CFO, IRO & Member of Executive Board7.4yrsデータなしデータなし
Thiago Freitas
Exe Director Of Legalno dataデータなしデータなし
Flavia Heller
Executive Director of Sustainability & Strategy and Member of Executive Board3.4yrsデータなしデータなし
Marcelo Lopes
Exec. Director of Sales2yrsデータなしデータなし
Ricardo Pascotto
Executive Director of Operations & Maintenance and Member of Executive Boardno dataデータなしデータなし
Ricardo Santos
Executive Director of Human Resources3.4yrsデータなしデータなし
Aurelio Amaral
Executive Director of External Relations & Communications and Member of Executive Board2.4yrsデータなしデータなし
Andrea Monte
Executive Director for Exploration2.4yrsデータなしデータなし
Renato Cintra
Executive Director of Corporate Services & Member of Executive Boardno dataデータなしデータなし
Felippe Valverde
Head of Investor Relations and M&Ano dataデータなしデータなし
Juliana Kac
Secretaryno dataデータなしデータなし
2.9yrs
平均在職期間

経験豊富な経営陣: ENEV3の経営陣は 経験豊富 であると考えられます ( 2.9年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Henri Philippe Reichstul
Independent Vice Chairman of the Board1.4yrsデータなしデータなし
Afonso Joseph Alves Castanheira
Independent Director3.1yrsデータなしデータなし
Renato Bertani
Directorless than a yearデータなしデータなし
Manuel Leite Caldas
Member of Fiscal Committee10.8yrsデータなしデータなし
Renato Secondo Mazzola
Directorno dataデータなしデータなし
Lucia Maria Casasanta
Member of Fiscal Committee10.8yrsデータなしデータなし
Barne Laureano
Chairman of the Board1.4yrsデータなしデータなし
Rodrigo Coutinho Alves
Independent Director1.4yrsデータなしデータなし
Andre Esteves
Director1.4yrsデータなしデータなし
1.4yrs
平均在職期間
71.5yo
平均年齢

経験豊富なボード: ENEV3の 取締役会 は 経験豊富 ではない ( 1.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/14 12:57
終値2026/06/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Eneva S.A. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Gustavo FariaBofA Global Research
Francisco NavarreteBradesco S.A. Corretora de Títulos e Valores Mobiliários
Carlos Palhares SequeiraBTG Pactual