Elecnor（ENO）株式概要Elecnor, S.A.は、スペイン国内および国際的なプロジェクトおよびサービスの開発、建設、運営に従事している。 詳細ENO ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金4/6報酬株価収益率（ 29.6 x）は、 Construction業界平均（ 38.4 x）を下回っています。収益は年間6.66%増加すると予測されています 今年は黒字化を達成 リスク分析8.32%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るENO Community Fair Values Create NarrativeSee what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€38.7553.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-123m5b2016201920222025202620282031Revenue €4.6bEarnings €115.8mAdvancedSet Fair ValueView all narrativesFeatured narrative•Capital Goods opportunitySparc AI20 days ago author updated this narrativeCEFair Value from CeazarCA$5.257.0% 割安 内在価値ディスカウントWhen GPS fails: this small cap is fixing a $54B drone problemKey Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.Read full narrative2.4kusers have viewed this narrative8users have liked this narrative0users have commented on this narrative35users have followed this narrativeRead narrativeElecnor, S.A. 競合他社SacyrSymbol: BME:SCYRMarket cap: €3.8bGrupo Empresarial San JoséSymbol: BME:GSJMarket cap: €554.7mACS Actividades de Construcción y ServiciosSymbol: BME:ACSMarket cap: €35.8bFerrovialSymbol: BME:FERMarket cap: €43.1b価格と性能株価の高値、安値、推移の概要Elecnor過去の株価現在の株価€38.7552週高値€41.3052週安値€19.42ベータ0.551ヶ月の変化9.15%3ヶ月変化42.99%1年変化92.31%3年間の変化224.27%5年間の変化270.81%IPOからの変化3,860.45%最新ニュースNew Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.1% average weekly change).Major Estimate Revision • Apr 24Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €4.33b to €4.45b. EPS estimate increased from €1.33 to €1.47 per share. Net income forecast to grow 12% next year vs 8.2% growth forecast for Construction industry in Spain. Consensus price target of €31.45 unchanged from last update. Share price rose 2.0% to €37.35 over the past week.お知らせ • Apr 23Elecnor, S.A. to Report Q1, 2026 Results on May 04, 2026Elecnor, S.A. announced that they will report Q1, 2026 results on May 04, 2026お知らせ • Apr 14Elecnor, S.A., Annual General Meeting, May 26, 2026Elecnor, S.A., Annual General Meeting, May 26, 2026. Location: auditorio edificio fortuny, calle rafael calvo 39a, madrid., SpainPrice Target Changed • Mar 13Price target increased by 8.1% to €30.25Up from €27.98, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €28.95. Stock is up 73% over the past year.お知らせ • Feb 10Elecnor, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Elecnor, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026最新情報をもっと見るRecent updatesNew Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.1% average weekly change).Major Estimate Revision • Apr 24Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €4.33b to €4.45b. EPS estimate increased from €1.33 to €1.47 per share. Net income forecast to grow 12% next year vs 8.2% growth forecast for Construction industry in Spain. Consensus price target of €31.45 unchanged from last update. Share price rose 2.0% to €37.35 over the past week.お知らせ • Apr 23Elecnor, S.A. to Report Q1, 2026 Results on May 04, 2026Elecnor, S.A. announced that they will report Q1, 2026 results on May 04, 2026お知らせ • Apr 14Elecnor, S.A., Annual General Meeting, May 26, 2026Elecnor, S.A., Annual General Meeting, May 26, 2026. Location: auditorio edificio fortuny, calle rafael calvo 39a, madrid., SpainPrice Target Changed • Mar 13Price target increased by 8.1% to €30.25Up from €27.98, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €28.95. Stock is up 73% over the past year.お知らせ • Feb 10Elecnor, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Elecnor, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026分析記事 • Dec 23Elecnor, S.A.'s (BME:ENO) Business Is Trailing The Industry But Its Shares Aren'tWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Construction industry in Spain, you could be...Declared Dividend • Dec 12First half dividend of €0.077 announcedShareholders will receive a dividend of €0.077. Ex-date: 15th December 2025 Payment date: 17th December 2025 Dividend yield will be 9.8%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 44% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 10x cash flows per share. Minor Risk Share price has been volatile over the past 3 months (4.8% average weekly change).分析記事 • Dec 02Estimating The Fair Value Of Elecnor, S.A. (BME:ENO)Key Insights Elecnor's estimated fair value is €27.55 based on 2 Stage Free Cash Flow to Equity Current share price of...お知らせ • Oct 28Elecnor, S.A. to Report Q3, 2025 Results on Nov 03, 2025Elecnor, S.A. announced that they will report Q3, 2025 results on Nov 03, 2025分析記事 • Oct 09Does Elecnor (BME:ENO) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Price Target Changed • Sep 11Price target increased by 7.2% to €27.39Up from €25.54, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €24.70. Stock is up 35% over the past year. The company is forecast to post earnings per share of €1.16 next year compared to a net loss per share of €1.46 last year.分析記事 • Sep 04Some Shareholders Feeling Restless Over Elecnor, S.A.'s (BME:ENO) P/S RatioWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Construction industry in Spain, you could be...Price Target Changed • Jul 29Price target increased by 11% to €26.89Up from €24.29, the current price target is an average from 4 analysts. New target price is 18% above last closing price of €22.80. Stock is up 12% over the past year. The company is forecast to post earnings per share of €1.16 next year compared to a net loss per share of €1.46 last year.お知らせ • Jul 21Elecnor, S.A. to Report First Half, 2025 Results on Jul 28, 2025Elecnor, S.A. announced that they will report first half, 2025 results on Jul 28, 2025分析記事 • Jun 12Is Elecnor (BME:ENO) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Declared Dividend • Jun 02Dividend of €2.47 announcedShareholders will receive a dividend of €2.47. Ex-date: 9th June 2025 Payment date: 11th June 2025 Dividend yield will be 32%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 40% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).分析記事 • May 08Elecnor, S.A.'s (BME:ENO) Shares Climb 26% But Its Business Is Yet to Catch UpElecnor, S.A. ( BME:ENO ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Reported Earnings • May 05First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.095. Revenue: €77.1m (up 9.9% from 1Q 2024). Net income: €8.03m (up 8.9% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Construction industry in Spain. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.お知らせ • Apr 11Elecnor, S.A., Annual General Meeting, May 27, 2025Elecnor, S.A., Annual General Meeting, May 27, 2025. Location: auditorio edificio fortuny, calle rafael calvo 39a., madrid SpainPrice Target Changed • Mar 04Price target increased by 7.8% to €25.48Up from €23.63, the current price target is an average from 4 analysts. New target price is 42% above last closing price of €17.90. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of €0.95 next year compared to a net loss per share of €1.46 last year.お知らせ • Feb 18Elecnor, S.A. to Report Fiscal Year 2024 Results on Feb 28, 2025Elecnor, S.A. announced that they will report fiscal year 2024 results on Feb 28, 2025New Risk • Feb 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 12x earnings per share. Cash payout ratio: 330% Earnings are forecast to decline by an average of 31% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).Buy Or Sell Opportunity • Jan 29Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to €16.60. The fair value is estimated to be €13.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings are forecast to decline by 31% per annum over the same time period.分析記事 • Jan 28Elecnor, S.A.'s (BME:ENO) Intrinsic Value Is Potentially 17% Below Its Share PriceKey Insights Elecnor's estimated fair value is €13.75 based on Dividend Discount Model Current share price of €16.62...Price Target Changed • Jan 20Price target decreased by 11% to €23.63Down from €26.45, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €17.34. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of €10.26 for next year compared to €0.74 last year.Buy Or Sell Opportunity • Jan 07Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to €16.78. The fair value is estimated to be €13.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings are forecast to decline by 31% per annum over the same time period.分析記事 • Dec 25Is It Time To Consider Buying Elecnor, S.A. (BME:ENO)?While Elecnor, S.A. ( BME:ENO ) might not have the largest market cap around , it received a lot of attention from a...New Risk • Dec 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Spanish stocks, typically moving 3.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (3.5% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 12x earnings per share. Cash payout ratio: 322% Earnings are forecast to decline by an average of 29% per year for the foreseeable future.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €15.10, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 15x in the Construction industry in Spain. Total returns to shareholders of 109% over the past three years.Upcoming Dividend • Dec 09Upcoming dividend of €5.03 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 18 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 31%. Within top quartile of Spanish dividend payers (5.6%). Higher than average of industry peers (3.7%).分析記事 • Nov 29Investors Interested In Elecnor, S.A.'s (BME:ENO) EarningsElecnor, S.A.'s ( BME:ENO ) price-to-earnings (or "P/E") ratio of 37.4x might make it look like a strong sell right now...分析記事 • Nov 03Elecnor (BME:ENO) Is Increasing Its Dividend To €5.03Elecnor, S.A. ( BME:ENO ) will increase its dividend from last year's comparable payment on the 18th of December to...Declared Dividend • Nov 03First half dividend of €5.03 announcedShareholders will receive a dividend of €5.03. Ex-date: 16th December 2024 Payment date: 18th December 2024 Dividend yield will be 26%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 81% over the next 3 years. Since a fall of 18% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.お知らせ • Oct 25Elecnor, S.A. to Report Q3, 2024 Results on Nov 04, 2024Elecnor, S.A. announced that they will report Q3, 2024 results on Nov 04, 2024分析記事 • Sep 18Elecnor (BME:ENO) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 23The Price Is Right For Elecnor, S.A. (BME:ENO)Elecnor, S.A.'s ( BME:ENO ) price-to-earnings (or "P/E") ratio of 35.1x might make it look like a strong sell right now...お知らせ • Aug 08Indra Sistemas, S.A. (BME:IDR) signed a contract to acquire DEIMOS Space S.L.U. from Elecnor, S.A. (BME:ENO).Indra Sistemas, S.A. (BME:IDR) signed a contract to acquire DEIMOS Space S.L.U. from Elecnor, S.A. (BME:ENO) on August 7, 2024. Indra Sistemas received approval from the shareholders of Indra for Space spin-off and the creation of the Space New company. The transaction is expected to be completed in the last quarter of the year, once the customary regulatory approvals have been obtained.New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 2.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Jul 31First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.73b (down 9.1% from 1H 2023). Net income: €19.8m (down 58% from 1H 2023). Profit margin: 1.1% (down from 2.5% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Construction industry in Spain.分析記事 • Jul 17Is Elecnor, S.A. (BME:ENO) Potentially Undervalued?Elecnor, S.A. ( BME:ENO ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • May 26Elecnor's (BME:ENO) Dividend Will Be Increased To €0.3137The board of Elecnor, S.A. ( BME:ENO ) has announced that it will be paying its dividend of €0.3137 on the 5th of June...Declared Dividend • May 26Final dividend of €0.31 announcedShareholders will receive a dividend of €0.31. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 24Statkraft AS completed the acquisition of Enerfin, S.A. from Elecnor, S.A. (BME:ENO).Statkraft AS agreed to acquire Enerfin, S.A. from Elecnor, S.A. (BME:ENO) on November 17, 2023. The transaction has an estimated enterprise value of €1.8 billion, including equity and debt, subject to customary adjustments at completion. The transaction is dependent on public approvals in the respective countries and is expected to be closed during the first half of 2024. As of January 24, 2024, Elecnor, S.A. shareholders approved the transaction. Mediobanca and Lazard have acted as financial advisors to Elecnor and Alberto Frasquet, Guillermo Uriarte and Henar González of Herbert Smith Freehills has advised it on the legal aspects of the operation. Ernst & Young Abogados, S.L. acted as due diligence provider to both Statkraft AS and Enerfin, S.A.Statkraft AS completed the acquisition of Enerfin, S.A. from Elecnor, S.A. (BME:ENO) on May 23, 2024.Price Target Changed • May 02Price target increased by 8.9% to €27.48Up from €25.23, the current price target is an average from 4 analysts. New target price is 36% above last closing price of €20.20. Stock is up 73% over the past year. The company is forecast to post earnings per share of €11.92 for next year compared to €0.74 last year.お知らせ • Apr 23Elecnor, S.A. to Report Q1, 2024 Results on Apr 29, 2024Elecnor, S.A. announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Apr 16Elecnor, S.A., Annual General Meeting, May 21, 2024Elecnor, S.A., Annual General Meeting, May 21, 2024, at 12:00 Central European Standard Time. Location: Auditorio Edificio Fortuny, located at Calle Rafael Calvo, número 39 A Madrid Spain Agenda: To consider Examination and approval of the Annual Accounts (Balance Sheet, Income Statement, Statement of Changes in Equity, Statement of Cash Flows and Notes) and of the Directors' Report of the Company and its Consolidated Group corresponding to financial year 2023; to consider Examination and approval of the Non-Financial Information Statement of the Company and its Consolidated Group corresponding to financial year 2023; to consider Examination and approval of the proposed allocation of results corresponding to financial year 2023; to consider Examination and approval of the management carried out by the Company's Board of Directors during financial year 2023; to consider Advisory vote on the Annual Report on Directors' Remuneration for 2023; and to consider other matters.分析記事 • Mar 06These 4 Measures Indicate That Elecnor (BME:ENO) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: €0.74 (down from €1.21 in FY 2022). Revenue: €3.88b (up 6.5% from FY 2022). Net income: €62.7m (down 39% from FY 2022). Profit margin: 1.6% (down from 2.8% in FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Construction industry in Spain are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 20Elecnor, S.A. to Report Fiscal Year 2023 Results on Feb 29, 2024Elecnor, S.A. announced that they will report fiscal year 2023 results on Feb 29, 2024New Risk • Feb 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks High level of debt (79% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Paying a dividend despite having no free cash flows.New Risk • Feb 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks High level of debt (79% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Paying a dividend despite having no free cash flows.分析記事 • Dec 11Is Elecnor, S.A. (BME:ENO) Worth €18.7 Based On Its Intrinsic Value?Key Insights Using the Dividend Discount Model, Elecnor fair value estimate is €14.51 Elecnor is estimated to be 29...Price Target Changed • Nov 24Price target increased by 11% to €24.15Up from €21.75, the current price target is an average from 4 analysts. New target price is 35% above last closing price of €17.85. Stock is up 72% over the past year. The company is forecast to post earnings per share of €1.12 for next year compared to €1.21 last year.New Risk • Nov 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.Price Target Changed • Nov 20Price target increased by 9.6% to €22.50Up from €20.54, the current price target is an average from 4 analysts. New target price is 27% above last closing price of €17.65. Stock is up 72% over the past year. The company is forecast to post earnings per share of €1.30 for next year compared to €1.21 last year.お知らせ • Oct 24Elecnor, S.A. to Report Q3, 2023 Results on Oct 30, 2023Elecnor, S.A. announced that they will report Q3, 2023 results on Oct 30, 2023Price Target Changed • Oct 11Price target increased by 9.2% to €21.75Up from €19.91, the current price target is an average from 4 analysts. New target price is 50% above last closing price of €14.50. Stock is up 47% over the past year. The company is forecast to post earnings per share of €1.33 for next year compared to €1.21 last year.分析記事 • Aug 23We Think Elecnor (BME:ENO) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Jul 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.Reported Earnings • Jul 28Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €1.13b (up 22% from 2Q 2022). Net income: €20.0m (up 9.0% from 2Q 2022). Profit margin: 1.8% (down from 2.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Construction industry in Spain.Price Target Changed • Jul 25Price target increased by 14% to €19.91Up from €17.40, the current price target is an average from 4 analysts. New target price is 43% above last closing price of €13.90. Stock is up 18% over the past year. The company is forecast to post earnings per share of €1.42 for next year compared to €1.21 last year.お知らせ • Jul 18Elecnor, S.A. to Report Q2, 2023 Results on Jul 27, 2023Elecnor, S.A. announced that they will report Q2, 2023 results on Jul 27, 2023Upcoming Dividend • May 22Upcoming dividend of €0.29 per share at 3.4% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Spanish dividend payers (6.0%). Higher than average of industry peers (2.5%).分析記事 • May 21Elecnor (BME:ENO) Has Announced That It Will Be Increasing Its Dividend To €0.292Elecnor, S.A. ( BME:ENO ) has announced that it will be increasing its dividend from last year's comparable payment on...Reported Earnings • Mar 04Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.21 (up from €1.01 in FY 2021). Revenue: €3.65b (up 16% from FY 2021). Net income: €102.8m (up 20% from FY 2021). Profit margin: 2.8% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Construction industry in Spain. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Price Target Changed • Nov 16Price target increased to €16.75Up from €11.70, the current price target is an average from 2 analysts. New target price is 64% above last closing price of €10.20. Stock is up 2.0% over the past year. The company is forecast to post earnings per share of €1.44 for next year compared to €1.01 last year.分析記事 • Sep 24Does Elecnor (BME:ENO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buying Opportunity • Sep 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €13.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 7.2%. Revenue is forecast to grow by 5.8% in 2 years. Earnings is forecast to grow by 82% in the next 2 years.Reported Earnings • Jul 29Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €923.1m (up 13% from 2Q 2021). Net income: €18.4m (up 14% from 2Q 2021). Profit margin: 2.0% (in line with 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 4.4% growth forecast for the industry in Spain.Buying Opportunity • Jul 12Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €13.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 8.4%. Revenue is forecast to grow by 8.0% in 2 years. Earnings is forecast to grow by 84% in the next 2 years.Upcoming Dividend • May 23Upcoming dividend of €0.24 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Spanish dividend payers (5.4%). In line with average of industry peers (2.7%).Reported Earnings • May 11First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.30. Revenue: €672.6m (up 28% from 1Q 2021). Net income: €25.4m (up 18% from 1Q 2021). Profit margin: 3.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.9%, compared to a 3.5% growth forecast for the industry in Spain. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Feb 26Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €3.13b (up 25% from FY 2020). Net income: €85.9m (up 9.7% from FY 2020). Profit margin: 2.7% (down from 3.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Over the next year, revenue is forecast to decline by -11% while the industry in Spain is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Nov 21Third quarter 2021 earnings released: EPS €0.28The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: €746.8m (up 28% from 3Q 2020). Net income: €23.3m (up 5.4% from 3Q 2020). Profit margin: 3.1% (down from 3.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.Price Target Changed • Oct 27Price target increased to €15.10Up from €11.60, the current price target is provided by 1 analyst. New target price is 50% above last closing price of €10.10. Stock is up 15% over the past year. The company posted earnings per share of €0.92 last year.Reported Earnings • Jul 31Second quarter 2021 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: €813.7m (up 50% from 2Q 2020). Net income: €16.1m (up 24% from 2Q 2020). Profit margin: 2.0% (down from 2.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 29Upcoming dividend of €0.22 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 07 July 2021. Trailing yield: 3.0%. Lower than top quartile of Spanish dividend payers (5.0%). In line with average of industry peers (3.2%).分析記事 • May 19Returns Are Gaining Momentum At Elecnor (BME:ENO)To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...分析記事 • May 01Is Elecnor, S.A. (BME:ENO) The Right Choice For A Smart Dividend Investor?Could Elecnor, S.A. ( BME:ENO ) be an attractive dividend share to own for the long haul? Investors are often drawn to...分析記事 • Mar 16Elecnor (BME:ENO) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 03Full year 2020 earnings released: EPS €0.92 (vs €1.49 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.50b (flat on FY 2019). Net income: €78.3m (down 38% from FY 2019). Profit margin: 3.1% (down from 5.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 1.7%, compared to a 2.3% growth forecast for the Construction industry in Spain.分析記事 • Mar 01Elecnor (BME:ENO) Shareholders Have Enjoyed A 56% Share Price GainWhen we invest, we're generally looking for stocks that outperform the market average. Buying under-rated businesses is...Price Target Changed • Feb 26Price target raised to €11.00Up from €9.92, the current price target is provided by 1 analyst. The new target price is close to the current share price of €10.55. As of last close, the stock is up 12% over the past year.分析記事 • Feb 11Returns On Capital At Elecnor (BME:ENO) Paint An Interesting PictureIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...分析記事 • Jan 25Elecnor, S.A. (BME:ENO) Vies For A Place In Your Dividend Portfolio: Here's WhyIs Elecnor, S.A. ( BME:ENO ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...分析記事 • Jan 07Is Elecnor, S.A.'s (BME:ENO) ROE Of 21% Impressive?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Is New 90 Day High Low • Dec 24New 90-day high: €10.50The company is up 21% from its price of €8.68 on 25 September 2020. The Spanish market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 15% over the same period.分析記事 • Dec 18What Kind Of Investors Own Most Of Elecnor, S.A. (BME:ENO)?The big shareholder groups in Elecnor, S.A. ( BME:ENO ) have power over the company. Large companies usually have...分析記事 • Dec 02Elecnor (BME:ENO) Could Be A Buy For Its Upcoming DividendElecnor, S.A. ( BME:ENO ) is about to trade ex-dividend in the next 3 days. You can purchase shares before the 7th of...Upcoming Dividend • Nov 30Upcoming Dividend of €0.046 Per ShareWill be paid on the 9th of December to those who are registered shareholders by the 7th of December. The trailing yield of 3.5% is below the top quartile of Spanish dividend payers (6.7%), and is lower than industry peers (4.2%).分析記事 • Nov 30Are Insiders Selling Elecnor, S.A. (BME:ENO) Stock?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is...Is New 90 Day High Low • Nov 11New 90-day high: €9.48The company is up 6.0% from its price of €8.98 on 12 August 2020. The Spanish market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 2.0% over the same period.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.26The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: €582.5m (up 22% from 3Q 2019). Net income: €22.1m (up 11% from 3Q 2019). Profit margin: 3.8% (down from 4.2% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 13New 90-day high: €9.30The company is up 3.0% from its price of €9.02 on 15 July 2020. The Spanish market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 6.0% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: €8.70The company is down 8.0% from its price of €9.46 on 26 June 2020. The Spanish market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 9.0% over the same period.株主還元ENOES ConstructionES 市場7D2.4%6.1%0.4%1Y92.3%69.3%28.0%株主還元を見る業界別リターン: ENO過去 1 年間で69.3 % の収益を上げたSpanish Construction業界を上回りました。リターン対市場: ENO過去 1 年間で28 % の収益を上げたSpanish市場を上回りました。価格変動Is ENO's price volatile compared to industry and market?ENO volatilityENO Average Weekly Movement5.0%Construction Industry Average Movement5.2%Market Average Movement4.0%10% most volatile stocks in ES Market6.7%10% least volatile stocks in ES Market1.0%安定した株価: ENO 、 Spanish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ENOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト195824,640Alberto de los Ángeleswww.grupoelecnor.comElecnor, S.A.は、スペイン国内および国際的なプロジェクトおよびサービスの開発、建設、運営に従事している。同社は、エネルギー輸送、変換、配電、風力発電所、太陽光発電所、コンバインドサイクル発電所、バイオマス発電所、水力発電所からの発電、ガス火力発電所で発電された電力の送電、配電パイプラインの建設とメンテナンス、総合サービス、圧縮、計測、調整器ステーションを含むガス関連サービスを提供している。また、通信インフラ、システム・ネットワーク、オートメーション・インフラ制御、スマートシティ、産業オートメーション、カテナリー、変電所、信号・インターロック、通信、遠隔制御・コントロール、技術支援、管理サポート、ネットワーク運用、ライブ作業、設置・設備メンテナンス、顧客管理サービスも提供している。さらに、電気、空調、防火、換気、エネルギー効率、自動化・制御、管理システム、安全・セキュリティ、公共放送・音響システム、電気通信、給排水システム、敷地・建物の改修、設置、艤装・設備、装飾照明、プレハブ、水資源計画、輸送・配給ネットワーク、環境開発・保護政策、廃棄物・下水道の処理・再利用、浄水サービスも提供している。さらに、エネルギー・環境、航空宇宙、航空・防衛、輸送、安全・セキュリティ、建築、工業、通信の各分野における宇宙サービスにも携わっている。エレクノールは1958年に設立され、スペインのマドリッドに本拠を置く。エレクノールS.A.はカンティレスXXI, S.L.の子会社である。もっと見るElecnor, S.A. 基礎のまとめElecnor の収益と売上を時価総額と比較するとどうか。ENO 基礎統計学時価総額€3.43b収益（TTM）€110.73m売上高(TTM)€4.40b29.6xPER（株価収益率0.7xP/SレシオENO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ENO 損益計算書（TTM）収益€4.40b売上原価€2.27b売上総利益€2.13bその他の費用€2.02b収益€110.73m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）1.31グロス・マージン48.33%純利益率2.52%有利子負債／自己資本比率28.1%ENO の長期的なパフォーマンスは？過去の実績と比較を見る配当金8.3%現在の配当利回り-294%配当性向View Valuation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2026/05/08 16:27終値2026/05/08 00:00収益2025/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Elecnor, S.A. 3 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。5 アナリスト機関null nullBestinver Sociedad De Valores, S.AÁlvaro NavarroBestinver Sociedad De Valores, S.AManuel CoelhoCaixa Banco BPI2 その他のアナリストを表示
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New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.1% average weekly change).
Major Estimate Revision • Apr 24Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €4.33b to €4.45b. EPS estimate increased from €1.33 to €1.47 per share. Net income forecast to grow 12% next year vs 8.2% growth forecast for Construction industry in Spain. Consensus price target of €31.45 unchanged from last update. Share price rose 2.0% to €37.35 over the past week.
お知らせ • Apr 23Elecnor, S.A. to Report Q1, 2026 Results on May 04, 2026Elecnor, S.A. announced that they will report Q1, 2026 results on May 04, 2026
お知らせ • Apr 14Elecnor, S.A., Annual General Meeting, May 26, 2026Elecnor, S.A., Annual General Meeting, May 26, 2026. Location: auditorio edificio fortuny, calle rafael calvo 39a, madrid., Spain
Price Target Changed • Mar 13Price target increased by 8.1% to €30.25Up from €27.98, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €28.95. Stock is up 73% over the past year.
お知らせ • Feb 10Elecnor, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Elecnor, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026
New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (5.1% average weekly change).
Major Estimate Revision • Apr 24Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from €4.33b to €4.45b. EPS estimate increased from €1.33 to €1.47 per share. Net income forecast to grow 12% next year vs 8.2% growth forecast for Construction industry in Spain. Consensus price target of €31.45 unchanged from last update. Share price rose 2.0% to €37.35 over the past week.
お知らせ • Apr 23Elecnor, S.A. to Report Q1, 2026 Results on May 04, 2026Elecnor, S.A. announced that they will report Q1, 2026 results on May 04, 2026
お知らせ • Apr 14Elecnor, S.A., Annual General Meeting, May 26, 2026Elecnor, S.A., Annual General Meeting, May 26, 2026. Location: auditorio edificio fortuny, calle rafael calvo 39a, madrid., Spain
Price Target Changed • Mar 13Price target increased by 8.1% to €30.25Up from €27.98, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €28.95. Stock is up 73% over the past year.
お知らせ • Feb 10Elecnor, S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026Elecnor, S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026
分析記事 • Dec 23Elecnor, S.A.'s (BME:ENO) Business Is Trailing The Industry But Its Shares Aren'tWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Construction industry in Spain, you could be...
Declared Dividend • Dec 12First half dividend of €0.077 announcedShareholders will receive a dividend of €0.077. Ex-date: 15th December 2025 Payment date: 17th December 2025 Dividend yield will be 9.8%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 44% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Dividend per share is over 10x cash flows per share. Minor Risk Share price has been volatile over the past 3 months (4.8% average weekly change).
分析記事 • Dec 02Estimating The Fair Value Of Elecnor, S.A. (BME:ENO)Key Insights Elecnor's estimated fair value is €27.55 based on 2 Stage Free Cash Flow to Equity Current share price of...
お知らせ • Oct 28Elecnor, S.A. to Report Q3, 2025 Results on Nov 03, 2025Elecnor, S.A. announced that they will report Q3, 2025 results on Nov 03, 2025
分析記事 • Oct 09Does Elecnor (BME:ENO) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Price Target Changed • Sep 11Price target increased by 7.2% to €27.39Up from €25.54, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €24.70. Stock is up 35% over the past year. The company is forecast to post earnings per share of €1.16 next year compared to a net loss per share of €1.46 last year.
分析記事 • Sep 04Some Shareholders Feeling Restless Over Elecnor, S.A.'s (BME:ENO) P/S RatioWith a median price-to-sales (or "P/S") ratio of close to 0.6x in the Construction industry in Spain, you could be...
Price Target Changed • Jul 29Price target increased by 11% to €26.89Up from €24.29, the current price target is an average from 4 analysts. New target price is 18% above last closing price of €22.80. Stock is up 12% over the past year. The company is forecast to post earnings per share of €1.16 next year compared to a net loss per share of €1.46 last year.
お知らせ • Jul 21Elecnor, S.A. to Report First Half, 2025 Results on Jul 28, 2025Elecnor, S.A. announced that they will report first half, 2025 results on Jul 28, 2025
分析記事 • Jun 12Is Elecnor (BME:ENO) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Declared Dividend • Jun 02Dividend of €2.47 announcedShareholders will receive a dividend of €2.47. Ex-date: 9th June 2025 Payment date: 11th June 2025 Dividend yield will be 32%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 40% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Spanish stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).
分析記事 • May 08Elecnor, S.A.'s (BME:ENO) Shares Climb 26% But Its Business Is Yet to Catch UpElecnor, S.A. ( BME:ENO ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
Reported Earnings • May 05First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.095. Revenue: €77.1m (up 9.9% from 1Q 2024). Net income: €8.03m (up 8.9% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Construction industry in Spain. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 11Elecnor, S.A., Annual General Meeting, May 27, 2025Elecnor, S.A., Annual General Meeting, May 27, 2025. Location: auditorio edificio fortuny, calle rafael calvo 39a., madrid Spain
Price Target Changed • Mar 04Price target increased by 7.8% to €25.48Up from €23.63, the current price target is an average from 4 analysts. New target price is 42% above last closing price of €17.90. Stock is down 0.8% over the past year. The company is forecast to post earnings per share of €0.95 next year compared to a net loss per share of €1.46 last year.
お知らせ • Feb 18Elecnor, S.A. to Report Fiscal Year 2024 Results on Feb 28, 2025Elecnor, S.A. announced that they will report fiscal year 2024 results on Feb 28, 2025
New Risk • Feb 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10.0% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 12x earnings per share. Cash payout ratio: 330% Earnings are forecast to decline by an average of 31% per year for the foreseeable future. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).
Buy Or Sell Opportunity • Jan 29Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to €16.60. The fair value is estimated to be €13.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings are forecast to decline by 31% per annum over the same time period.
分析記事 • Jan 28Elecnor, S.A.'s (BME:ENO) Intrinsic Value Is Potentially 17% Below Its Share PriceKey Insights Elecnor's estimated fair value is €13.75 based on Dividend Discount Model Current share price of €16.62...
Price Target Changed • Jan 20Price target decreased by 11% to €23.63Down from €26.45, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €17.34. Stock is down 7.3% over the past year. The company is forecast to post earnings per share of €10.26 for next year compared to €0.74 last year.
Buy Or Sell Opportunity • Jan 07Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to €16.78. The fair value is estimated to be €13.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings are forecast to decline by 31% per annum over the same time period.
分析記事 • Dec 25Is It Time To Consider Buying Elecnor, S.A. (BME:ENO)?While Elecnor, S.A. ( BME:ENO ) might not have the largest market cap around , it received a lot of attention from a...
New Risk • Dec 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Spanish stocks, typically moving 3.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (3.5% average weekly change). Dividend is not well covered by earnings and cash flows. Dividend per share is over 12x earnings per share. Cash payout ratio: 322% Earnings are forecast to decline by an average of 29% per year for the foreseeable future.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to €15.10, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 15x in the Construction industry in Spain. Total returns to shareholders of 109% over the past three years.
Upcoming Dividend • Dec 09Upcoming dividend of €5.03 per shareEligible shareholders must have bought the stock before 16 December 2024. Payment date: 18 December 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 31%. Within top quartile of Spanish dividend payers (5.6%). Higher than average of industry peers (3.7%).
分析記事 • Nov 29Investors Interested In Elecnor, S.A.'s (BME:ENO) EarningsElecnor, S.A.'s ( BME:ENO ) price-to-earnings (or "P/E") ratio of 37.4x might make it look like a strong sell right now...
分析記事 • Nov 03Elecnor (BME:ENO) Is Increasing Its Dividend To €5.03Elecnor, S.A. ( BME:ENO ) will increase its dividend from last year's comparable payment on the 18th of December to...
Declared Dividend • Nov 03First half dividend of €5.03 announcedShareholders will receive a dividend of €5.03. Ex-date: 16th December 2024 Payment date: 18th December 2024 Dividend yield will be 26%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 7.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 81% over the next 3 years. Since a fall of 18% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
お知らせ • Oct 25Elecnor, S.A. to Report Q3, 2024 Results on Nov 04, 2024Elecnor, S.A. announced that they will report Q3, 2024 results on Nov 04, 2024
分析記事 • Sep 18Elecnor (BME:ENO) Has A Rock Solid Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Aug 23The Price Is Right For Elecnor, S.A. (BME:ENO)Elecnor, S.A.'s ( BME:ENO ) price-to-earnings (or "P/E") ratio of 35.1x might make it look like a strong sell right now...
お知らせ • Aug 08Indra Sistemas, S.A. (BME:IDR) signed a contract to acquire DEIMOS Space S.L.U. from Elecnor, S.A. (BME:ENO).Indra Sistemas, S.A. (BME:IDR) signed a contract to acquire DEIMOS Space S.L.U. from Elecnor, S.A. (BME:ENO) on August 7, 2024. Indra Sistemas received approval from the shareholders of Indra for Space spin-off and the creation of the Space New company. The transaction is expected to be completed in the last quarter of the year, once the customary regulatory approvals have been obtained.
New Risk • Jul 31New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.2% Last year net profit margin: 2.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Jul 31First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.73b (down 9.1% from 1H 2023). Net income: €19.8m (down 58% from 1H 2023). Profit margin: 1.1% (down from 2.5% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Construction industry in Spain.
分析記事 • Jul 17Is Elecnor, S.A. (BME:ENO) Potentially Undervalued?Elecnor, S.A. ( BME:ENO ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • May 26Elecnor's (BME:ENO) Dividend Will Be Increased To €0.3137The board of Elecnor, S.A. ( BME:ENO ) has announced that it will be paying its dividend of €0.3137 on the 5th of June...
Declared Dividend • May 26Final dividend of €0.31 announcedShareholders will receive a dividend of €0.31. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 1.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 22% over the next 3 years. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 24Statkraft AS completed the acquisition of Enerfin, S.A. from Elecnor, S.A. (BME:ENO).Statkraft AS agreed to acquire Enerfin, S.A. from Elecnor, S.A. (BME:ENO) on November 17, 2023. The transaction has an estimated enterprise value of €1.8 billion, including equity and debt, subject to customary adjustments at completion. The transaction is dependent on public approvals in the respective countries and is expected to be closed during the first half of 2024. As of January 24, 2024, Elecnor, S.A. shareholders approved the transaction. Mediobanca and Lazard have acted as financial advisors to Elecnor and Alberto Frasquet, Guillermo Uriarte and Henar González of Herbert Smith Freehills has advised it on the legal aspects of the operation. Ernst & Young Abogados, S.L. acted as due diligence provider to both Statkraft AS and Enerfin, S.A.Statkraft AS completed the acquisition of Enerfin, S.A. from Elecnor, S.A. (BME:ENO) on May 23, 2024.
Price Target Changed • May 02Price target increased by 8.9% to €27.48Up from €25.23, the current price target is an average from 4 analysts. New target price is 36% above last closing price of €20.20. Stock is up 73% over the past year. The company is forecast to post earnings per share of €11.92 for next year compared to €0.74 last year.
お知らせ • Apr 23Elecnor, S.A. to Report Q1, 2024 Results on Apr 29, 2024Elecnor, S.A. announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Apr 16Elecnor, S.A., Annual General Meeting, May 21, 2024Elecnor, S.A., Annual General Meeting, May 21, 2024, at 12:00 Central European Standard Time. Location: Auditorio Edificio Fortuny, located at Calle Rafael Calvo, número 39 A Madrid Spain Agenda: To consider Examination and approval of the Annual Accounts (Balance Sheet, Income Statement, Statement of Changes in Equity, Statement of Cash Flows and Notes) and of the Directors' Report of the Company and its Consolidated Group corresponding to financial year 2023; to consider Examination and approval of the Non-Financial Information Statement of the Company and its Consolidated Group corresponding to financial year 2023; to consider Examination and approval of the proposed allocation of results corresponding to financial year 2023; to consider Examination and approval of the management carried out by the Company's Board of Directors during financial year 2023; to consider Advisory vote on the Annual Report on Directors' Remuneration for 2023; and to consider other matters.
分析記事 • Mar 06These 4 Measures Indicate That Elecnor (BME:ENO) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: €0.74 (down from €1.21 in FY 2022). Revenue: €3.88b (up 6.5% from FY 2022). Net income: €62.7m (down 39% from FY 2022). Profit margin: 1.6% (down from 2.8% in FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Construction industry in Spain are expected to grow by 3.2%. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 20Elecnor, S.A. to Report Fiscal Year 2023 Results on Feb 29, 2024Elecnor, S.A. announced that they will report fiscal year 2023 results on Feb 29, 2024
New Risk • Feb 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks High level of debt (79% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Paying a dividend despite having no free cash flows.
New Risk • Feb 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks High level of debt (79% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Paying a dividend despite having no free cash flows.
分析記事 • Dec 11Is Elecnor, S.A. (BME:ENO) Worth €18.7 Based On Its Intrinsic Value?Key Insights Using the Dividend Discount Model, Elecnor fair value estimate is €14.51 Elecnor is estimated to be 29...
Price Target Changed • Nov 24Price target increased by 11% to €24.15Up from €21.75, the current price target is an average from 4 analysts. New target price is 35% above last closing price of €17.85. Stock is up 72% over the past year. The company is forecast to post earnings per share of €1.12 for next year compared to €1.21 last year.
New Risk • Nov 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.3% per year for the foreseeable future. Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.
Price Target Changed • Nov 20Price target increased by 9.6% to €22.50Up from €20.54, the current price target is an average from 4 analysts. New target price is 27% above last closing price of €17.65. Stock is up 72% over the past year. The company is forecast to post earnings per share of €1.30 for next year compared to €1.21 last year.
お知らせ • Oct 24Elecnor, S.A. to Report Q3, 2023 Results on Oct 30, 2023Elecnor, S.A. announced that they will report Q3, 2023 results on Oct 30, 2023
Price Target Changed • Oct 11Price target increased by 9.2% to €21.75Up from €19.91, the current price target is an average from 4 analysts. New target price is 50% above last closing price of €14.50. Stock is up 47% over the past year. The company is forecast to post earnings per share of €1.33 for next year compared to €1.21 last year.
分析記事 • Aug 23We Think Elecnor (BME:ENO) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Jul 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.
Reported Earnings • Jul 28Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €1.13b (up 22% from 2Q 2022). Net income: €20.0m (up 9.0% from 2Q 2022). Profit margin: 1.8% (down from 2.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Construction industry in Spain.
Price Target Changed • Jul 25Price target increased by 14% to €19.91Up from €17.40, the current price target is an average from 4 analysts. New target price is 43% above last closing price of €13.90. Stock is up 18% over the past year. The company is forecast to post earnings per share of €1.42 for next year compared to €1.21 last year.
お知らせ • Jul 18Elecnor, S.A. to Report Q2, 2023 Results on Jul 27, 2023Elecnor, S.A. announced that they will report Q2, 2023 results on Jul 27, 2023
Upcoming Dividend • May 22Upcoming dividend of €0.29 per share at 3.4% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Spanish dividend payers (6.0%). Higher than average of industry peers (2.5%).
分析記事 • May 21Elecnor (BME:ENO) Has Announced That It Will Be Increasing Its Dividend To €0.292Elecnor, S.A. ( BME:ENO ) has announced that it will be increasing its dividend from last year's comparable payment on...
Reported Earnings • Mar 04Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.21 (up from €1.01 in FY 2021). Revenue: €3.65b (up 16% from FY 2021). Net income: €102.8m (up 20% from FY 2021). Profit margin: 2.8% (up from 2.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Construction industry in Spain. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Price Target Changed • Nov 16Price target increased to €16.75Up from €11.70, the current price target is an average from 2 analysts. New target price is 64% above last closing price of €10.20. Stock is up 2.0% over the past year. The company is forecast to post earnings per share of €1.44 for next year compared to €1.01 last year.
分析記事 • Sep 24Does Elecnor (BME:ENO) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buying Opportunity • Sep 14Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €13.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 7.2%. Revenue is forecast to grow by 5.8% in 2 years. Earnings is forecast to grow by 82% in the next 2 years.
Reported Earnings • Jul 29Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €923.1m (up 13% from 2Q 2021). Net income: €18.4m (up 14% from 2Q 2021). Profit margin: 2.0% (in line with 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 4.4% growth forecast for the industry in Spain.
Buying Opportunity • Jul 12Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €13.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 8.4%. Revenue is forecast to grow by 8.0% in 2 years. Earnings is forecast to grow by 84% in the next 2 years.
Upcoming Dividend • May 23Upcoming dividend of €0.24 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Spanish dividend payers (5.4%). In line with average of industry peers (2.7%).
Reported Earnings • May 11First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.30. Revenue: €672.6m (up 28% from 1Q 2021). Net income: €25.4m (up 18% from 1Q 2021). Profit margin: 3.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 2.9%, compared to a 3.5% growth forecast for the industry in Spain. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €3.13b (up 25% from FY 2020). Net income: €85.9m (up 9.7% from FY 2020). Profit margin: 2.7% (down from 3.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Over the next year, revenue is forecast to decline by -11% while the industry in Spain is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Nov 21Third quarter 2021 earnings released: EPS €0.28The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: €746.8m (up 28% from 3Q 2020). Net income: €23.3m (up 5.4% from 3Q 2020). Profit margin: 3.1% (down from 3.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year and the company’s share price has also fallen by 4% per year.
Price Target Changed • Oct 27Price target increased to €15.10Up from €11.60, the current price target is provided by 1 analyst. New target price is 50% above last closing price of €10.10. Stock is up 15% over the past year. The company posted earnings per share of €0.92 last year.
Reported Earnings • Jul 31Second quarter 2021 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: €813.7m (up 50% from 2Q 2020). Net income: €16.1m (up 24% from 2Q 2020). Profit margin: 2.0% (down from 2.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 29Upcoming dividend of €0.22 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 07 July 2021. Trailing yield: 3.0%. Lower than top quartile of Spanish dividend payers (5.0%). In line with average of industry peers (3.2%).
分析記事 • May 19Returns Are Gaining Momentum At Elecnor (BME:ENO)To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 • May 01Is Elecnor, S.A. (BME:ENO) The Right Choice For A Smart Dividend Investor?Could Elecnor, S.A. ( BME:ENO ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
分析記事 • Mar 16Elecnor (BME:ENO) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 03Full year 2020 earnings released: EPS €0.92 (vs €1.49 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.50b (flat on FY 2019). Net income: €78.3m (down 38% from FY 2019). Profit margin: 3.1% (down from 5.1% in FY 2019). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 1.7%, compared to a 2.3% growth forecast for the Construction industry in Spain.
分析記事 • Mar 01Elecnor (BME:ENO) Shareholders Have Enjoyed A 56% Share Price GainWhen we invest, we're generally looking for stocks that outperform the market average. Buying under-rated businesses is...
Price Target Changed • Feb 26Price target raised to €11.00Up from €9.92, the current price target is provided by 1 analyst. The new target price is close to the current share price of €10.55. As of last close, the stock is up 12% over the past year.
分析記事 • Feb 11Returns On Capital At Elecnor (BME:ENO) Paint An Interesting PictureIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 • Jan 25Elecnor, S.A. (BME:ENO) Vies For A Place In Your Dividend Portfolio: Here's WhyIs Elecnor, S.A. ( BME:ENO ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
分析記事 • Jan 07Is Elecnor, S.A.'s (BME:ENO) ROE Of 21% Impressive?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Is New 90 Day High Low • Dec 24New 90-day high: €10.50The company is up 21% from its price of €8.68 on 25 September 2020. The Spanish market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 15% over the same period.
分析記事 • Dec 18What Kind Of Investors Own Most Of Elecnor, S.A. (BME:ENO)?The big shareholder groups in Elecnor, S.A. ( BME:ENO ) have power over the company. Large companies usually have...
分析記事 • Dec 02Elecnor (BME:ENO) Could Be A Buy For Its Upcoming DividendElecnor, S.A. ( BME:ENO ) is about to trade ex-dividend in the next 3 days. You can purchase shares before the 7th of...
Upcoming Dividend • Nov 30Upcoming Dividend of €0.046 Per ShareWill be paid on the 9th of December to those who are registered shareholders by the 7th of December. The trailing yield of 3.5% is below the top quartile of Spanish dividend payers (6.7%), and is lower than industry peers (4.2%).
分析記事 • Nov 30Are Insiders Selling Elecnor, S.A. (BME:ENO) Stock?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is...
Is New 90 Day High Low • Nov 11New 90-day high: €9.48The company is up 6.0% from its price of €8.98 on 12 August 2020. The Spanish market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 2.0% over the same period.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.26The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2020 results: Revenue: €582.5m (up 22% from 3Q 2019). Net income: €22.1m (up 11% from 3Q 2019). Profit margin: 3.8% (down from 4.2% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 13New 90-day high: €9.30The company is up 3.0% from its price of €9.02 on 15 July 2020. The Spanish market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 6.0% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: €8.70The company is down 8.0% from its price of €9.46 on 26 June 2020. The Spanish market is down 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 9.0% over the same period.
