View ValuationEnel 将来の成長Future 基準チェック /36Enel利益と収益がそれぞれ年間11.3%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.7% 11.6%なると予測されています。主要情報11.3%収益成長率11.64%EPS成長率Electric Utilities 収益成長8.0%収益成長率3.6%将来の株主資本利益率20.66%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報分析記事 • Nov 16Earnings Report: Enel SpA Missed Revenue Estimates By 14%The analysts might have been a bit too bullish on Enel SpA ( BIT:ENEL ), given that the company fell short of...Major Estimate Revision • May 21Consensus revenue estimates increase by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €71.7b to €85.8b. EPS estimate unchanged at €0.678. Net income forecast to grow 0.6% next year vs 2.3% growth forecast for Electric Utilities industry in Italy. Consensus price target broadly unchanged at €8.23. Share price rose 4.7% to €8.09 over the past week.分析記事 • May 11Enel SpA (BIT:ENEL) Beat Earnings, And Analysts Have Been Reviewing Their ForecastsA week ago, Enel SpA ( BIT:ENEL ) came out with a strong set of first-quarter numbers that could potentially lead to a...Major Estimate Revision • May 09Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €85.5b to €71.7b. EPS estimate unchanged from €0.68 per share at last update. Electric Utilities industry in Italy expected to see average net income growth of 2.5% next year. Consensus price target broadly unchanged at €8.14. Share price was steady at €7.58 over the past week.すべての更新を表示Recent updatesライブニュース • 14hEnel Q1 Profit Supported by Spain and Latin America as Renewables Investment ContinuesEnel reported a 3.6% rise in ordinary EBITDA in Q1, mainly supported by operations in Spain and Latin America. Ordinary net income increased 3.9% year on year, despite group revenues moving lower. The company reaffirmed its 2026 guidance and highlighted sizeable investment plans in renewables and power grid infrastructure. For you as an investor, the key takeaway is that Enel is generating higher profitability even with lower revenues, helped by its geographic mix. Spain and Latin America are currently offsetting weaker conditions in Italy, which reduces the company’s reliance on a single market and shows the importance of its diversified footprint. The renewed focus on renewables and grid assets, paired with confirmed 2026 targets, signals that Enel is keeping its current medium-term plan intact. If you follow the stock, it can be useful to watch how capital spending on grids and clean generation feeds through to future EBITDA and cash flows, as well as how conditions in Italy evolve relative to the stronger Spanish and Latin American businesses.ナラティブ更新 • May 03ENEL: Mixed Rating Shifts And India Exit Will Shape Future Risk BalanceEnel's updated analyst price target edges up slightly to about €10.17. This reflects modest tweaks to growth, margin and P/E assumptions as analysts digest a mix of recent target increases and reductions across the Street.お知らせ • Apr 22Enel SpA, Annual General Meeting, May 12, 2026Enel SpA, Annual General Meeting, May 12, 2026, at 14:00 W. Europe Standard Time. Location: via dalmazia n 15 00198, roma Italy分析記事 • Apr 20Some Investors May Be Willing To Look Past Enel's (BIT:ENEL) Soft EarningsThe market for Enel SpA's ( BIT:ENEL ) shares didn't move much after it posted weak earnings recently. We did some...ナラティブ更新 • Apr 18ENEL: Balanced Re Rating Views And India Renewables Exit Will Shape Risk ProfileEnel's updated analyst price target edges up to about €10.14 from roughly €9.96, as analysts factor in slightly higher revenue growth and profit margin assumptions, as well as a lower future P/E multiple reflected in recent target tweaks across major banks. Analyst Commentary Recent research updates on Enel cluster around price targets in a relatively tight band, with several bullish moves balanced by at least one trim, which keeps expectations grounded.New Risk • Apr 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 151% Minor Risks High level of debt (126% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.0% net profit margin).ナラティブ更新 • Apr 03ENEL: Higher Price Views And India Asset Sale Will Reframe Risk BalanceThe analyst price target for Enel has been raised by about €0.11. Analysts cite updated fair value estimates, slightly lower revenue growth assumptions, a modestly higher profit margin, and a higher future P/E as key drivers behind the change.New Risk • Mar 30New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 125% Cash payout ratio: 151% Dividend yield: 5.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 125% Cash payout ratio: 151% Minor Risks High level of debt (136% net debt to equity). Profit margins are more than 30% lower than last year (5.3% net profit margin).Reported Earnings • Mar 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €0.39 (down from €0.67 in FY 2024). Revenue: €80.3b (up 6.1% from FY 2024). Net income: €4.26b (down 37% from FY 2024). Profit margin: 5.3% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.ナラティブ更新 • Mar 19ENEL: Higher Price Views And Investor Day Will Reframe Risk Reward BalanceEnel's analyst fair value estimate has nudged up from €9.68 to €9.85, as analysts factor in a series of recent price target increases toward €10 to €11 and modestly adjust assumptions around discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research has generally shifted toward higher fair value markers for Enel, with several price targets now clustered around €10 to €11.お知らせ • Mar 09Sembcorp, Hexa Climate Solutions Reportedly Vie for the India Renewables Business of Italy's Enel in $300-Million DealIPO-bound Singapore's Sembcorp Industries Ltd. (SGX:U96)'s Indian renewable energy business and Hexa Climate Solutions (Hexa Climate Solutions Private Limited) are vying to acquire the entire India renewable business of Italy's Enel Group (Enel SpA (BIT:ENEL)) in a deal having an equity and enterprise value of around $100 million and $300 million, respectively, according to two people aware of the development. Sembcorp is present in India throughSembcorp India Private Limited and Sembcorp Green Infra Ltd. (SGIL) along with other subsidiaries., while Hexa is backed by I Squared Capital. The HSBC-run sale process follows a deal signed last year-which later fell through-under which Waaree Energies Ltd. had agreed to buy 100% of Enel Green Power India Pvt Ltd. (EGP India) from its parent Enel Green Power Development S.R.L. for INR 7,920 million. Mint first reported on 15 November 2023 that Enel Group planned to exit its India renewable business. "Enel Group's entire India renewable business is back on offer again and Sembcorp and Hexa are in talks for it," one of the two people cited above said, requesting anonymity. Enel Green Power India's portfolio comprises 760 megawatts (MW) of operational wind and solar assets, and a development pipeline of 2.5 gigawatts (GW). The company has been present in India's renewable sector since 2015 and in 2020 it partnered with Norway's state-owned investment fund Norfund to jointly finance, build and operate new renewable projects in the country. Spokespersons for Enel Group and HSBC, as well as Hexa Climate Solutions' founder and executive chairman Sanjeev Aggarwal declined to comment. Queries emailed to Sembcorp Industries Ltd. on Thursday evening remained unanswered till press time.ナラティブ更新 • Mar 05ENEL: Raised Fair Value And Investor Day Will Shape Risk BalanceThe analyst price target for Enel has been lifted by €0.25, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research updates show a cluster of higher price targets for Enel, with several firms lifting their fair value estimates by €0.25 to €2.10.Declared Dividend • Feb 26Dividend increased to €0.26Dividend of €0.26 is 2.0% higher than last year. Ex-date: 20th July 2026 Payment date: 22nd July 2026 Dividend yield will be 4.8%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (126% cash payout ratio). The dividend has increased by an average of 13% 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 grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.ナラティブ更新 • Feb 18ENEL: Rebased Discount Rate And Investor Day Update Will Shape OutlookAnalysts have nudged their Enel price targets higher, with recent Street research pointing to a few euros of upside per share as they refine assumptions around fair value, discount rates, revenue growth, margins, and future P/E expectations. Analyst Commentary Recent research updates have focused on refining fair value estimates for Enel, with price targets adjusted by around €1.20 to €2.10 per share as analysts revisit their core assumptions.ナラティブ更新 • Feb 03ENEL: Guidance Upgrade And Mixed Ratings Will Shape Medium Term ExpectationsAnalysts have nudged their fair value estimate for Enel higher to €9.37 from €9.25, reflecting updated assumptions on discount rates, profit margins and future P/E, as well as recent Street research that includes a higher price target from one firm and a Neutral stance with a €9.50 target from another. Analyst Commentary Recent Street research on Enel gives you a mixed but useful read on how analysts are thinking about valuation, execution risk and growth visibility around the current share price and the refreshed fair value estimate.ナラティブ更新 • Jan 20ENEL: Guidance Upgrade And Neutral Rating Will Shape Medium Term BalanceAnalysts have nudged their fair value estimate for Enel to €9.25 per share, bringing it closer to the recent €9.50 Street target and reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E expectations following the latest research moves. Analyst Commentary Recent research has shifted Enel to a more neutral stance, with a price target of €9.50 sitting slightly above the new €9.25 fair value estimate.Upcoming Dividend • Jan 12Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 19 January 2026. Payment date: 21 January 2026. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (3.9%).ナラティブ更新 • Jan 06ENEL: Guidance Delivery And Neutral Ratings Will Shape Medium Term UpsideAnalysts have trimmed their blended price target for Enel to about €9.02, reflecting slightly lower assumptions for discount rates and revenue growth, along with steady profit margin and future P/E expectations. This is in line with recent Neutral and Equal Weight views and modest target reductions from €9.50 and €8.40 to €8.30 across the Street.分析記事 • Dec 24Enel (BIT:ENEL) Is Due To Pay A Dividend Of €0.23The board of Enel SpA ( BIT:ENEL ) has announced that it will pay a dividend on the 21st of January, with investors...お知らせ • Dec 24+ 1 more updateEnel SpA to Report Fiscal Year 2025 Final Results on Mar 19, 2026Enel SpA announced that they will report fiscal year 2025 final results on Mar 19, 2026お知らせ • Dec 23+ 2 more updatesEnel SpA to Report Q1, 2026 Results on May 07, 2026Enel SpA announced that they will report Q1, 2026 results on May 07, 2026ナラティブ更新 • Dec 14ENEL: Execution On Earnings Guidance And Dividends Will Shape Medium-Term UpsideAnalysts have modestly trimmed their price target on Enel to approximately EUR 9.00. This reflects slightly higher assumed revenue growth and valuation multiples, but also a more cautious stance on upside potential in light of recent target cuts and rating downgrades across the Street.ナラティブ更新 • Nov 29ENEL: Shifting Sentiment And Execution Risk Will Influence Medium-Term OutlookEnel's analyst price target has been raised slightly, increasing from €8.63 to €8.80. Analysts cite updated revenue growth forecasts and adjustments to discount rates as the main factors behind the change.分析記事 • Nov 17Enel (BIT:ENEL) Will Pay A Dividend Of €0.23Enel SpA ( BIT:ENEL ) has announced that it will pay a dividend of €0.23 per share on the 21st of January. This will...Declared Dividend • Nov 17Dividend of €0.23 announcedShareholders will receive a dividend of €0.23. Ex-date: 19th January 2026 Payment date: 21st January 2026 Dividend yield will be 5.4%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (133% cash payout ratio). The dividend has increased by an average of 14% 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 grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 16Earnings Report: Enel SpA Missed Revenue Estimates By 14%The analysts might have been a bit too bullish on Enel SpA ( BIT:ENEL ), given that the company fell short of...Reported Earnings • Nov 15Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: €0.16 (up from €0.16 in 3Q 2024). Revenue: €18.9b (flat on 3Q 2024). Net income: €1.90b (up 5.6% from 3Q 2024). Profit margin: 10.0% (in line with 3Q 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.ナラティブ更新 • Nov 15ENEL: Execution Progress And Sector Sentiment Will Shape Upcoming PerformanceAnalysts have raised their fair value estimate for Enel to €8.63 from €8.49. This change reflects recent adjustments in growth forecasts and sector sentiment.分析記事 • Nov 04Enel (BIT:ENEL) Has Some Way To Go To Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Oct 03There's No Escaping Enel SpA's (BIT:ENEL) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 13.7x Enel SpA ( BIT:ENEL ) may be sending bullish signals at the moment...分析記事 • Sep 02Is It Too Late To Consider Buying Enel SpA (BIT:ENEL)?Let's talk about the popular Enel SpA ( BIT:ENEL ). The company's shares saw its share price hover around a small range...Reported Earnings • Aug 03Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.14 (down from €0.21 in 2Q 2024). Revenue: €18.7b (down 2.9% from 2Q 2024). Net income: €1.42b (down 34% from 2Q 2024). Profit margin: 7.6% (down from 11% in 2Q 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 8.3%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 14Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 23 July 2025. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 6.4%. Within top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (4.5%).分析記事 • Jun 17Enel's (BIT:ENEL) Shareholders Will Receive A Bigger Dividend Than Last YearEnel SpA ( BIT:ENEL ) will increase its dividend from last year's comparable payment on the 23rd of July to €0.255...分析記事 • Jun 16Enel SpA's (BIT:ENEL) Price Is Right But Growth Is LackingWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 17x, you may consider Enel...分析記事 • May 31Enel (BIT:ENEL) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Major Estimate Revision • May 21Consensus revenue estimates increase by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €71.7b to €85.8b. EPS estimate unchanged at €0.678. Net income forecast to grow 0.6% next year vs 2.3% growth forecast for Electric Utilities industry in Italy. Consensus price target broadly unchanged at €8.23. Share price rose 4.7% to €8.09 over the past week.分析記事 • May 15Concerns Surrounding Enel's (BIT:ENEL) PerformanceThe recent earnings posted by Enel SpA ( BIT:ENEL ) were solid, but the stock didn't move as much as we expected. We...分析記事 • May 11Enel SpA (BIT:ENEL) Beat Earnings, And Analysts Have Been Reviewing Their ForecastsA week ago, Enel SpA ( BIT:ENEL ) came out with a strong set of first-quarter numbers that could potentially lead to a...分析記事 • May 09Time To Worry? Analysts Just Downgraded Their Enel SpA (BIT:ENEL) OutlookThe analysts covering Enel SpA ( BIT:ENEL ) delivered a dose of negativity to shareholders today, by making a...Major Estimate Revision • May 09Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €85.5b to €71.7b. EPS estimate unchanged from €0.68 per share at last update. Electric Utilities industry in Italy expected to see average net income growth of 2.5% next year. Consensus price target broadly unchanged at €8.14. Share price was steady at €7.58 over the past week.Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €0.67 (up from €0.36 in FY 2023). Revenue: €75.7b (down 20% from FY 2023). Net income: €6.77b (up 87% from FY 2023). Profit margin: 8.9% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11Enel SpA, Annual General Meeting, May 22, 2025Enel SpA, Annual General Meeting, May 22, 2025, at 14:00 W. Europe Standard Time.Declared Dividend • Mar 19Final dividend of €0.26 announcedShareholders will receive a dividend of €0.26. Ex-date: 21st July 2025 Payment date: 23rd July 2025 Dividend yield will be 6.5%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (234% cash payout ratio). The dividend has increased by an average of 14% 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 grow by 3.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €0.67 (up from €0.36 in FY 2023). Revenue: €78.9b (down 16% from FY 2023). Net income: €7.02b (up 93% from FY 2023). Profit margin: 8.9% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jan 13Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 20 January 2025. Payment date: 22 January 2025. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 6.2%. Within top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (5.0%).お知らせ • Dec 24+ 3 more updatesEnel SpA to Report Q1, 2025 Results on May 08, 2025Enel SpA announced that they will report Q1, 2025 results on May 08, 2025Buy Or Sell Opportunity • Nov 12Now 22% undervaluedOver the last 90 days, the stock has risen 1.6% to €6.59. The fair value is estimated to be €8.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Declared Dividend • Nov 11Dividend of €0.21 announcedShareholders will receive a dividend of €0.21. Ex-date: 20th January 2025 Payment date: 22nd January 2025 Dividend yield will be 6.4%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but not covered by cash flows (460% cash payout ratio). The dividend has increased by an average of 13% 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 grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.16 (up from €0.15 in 3Q 2023). Revenue: €18.9b (down 16% from 3Q 2023). Net income: €1.80b (up 7.3% from 3Q 2023). Profit margin: 9.5% (up from 7.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Electric Utilities industry in Europe. 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 2% per year, which means it is significantly lagging earnings.新しいナラティブ • Nov 07Strategic Focus On European Grids And Renewable Capacity Enhances Revenue And Margins Enel's focus on regulated grids and renewable capacity aims to ensure stable growth and improved earnings through predictable returns and lower costs. Reported Earnings • Jul 28Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: €0.21 (up from €0.14 in 2Q 2023). Revenue: €19.3b (down 6.7% from 2Q 2023). Net income: €2.21b (up 58% from 2Q 2023). Profit margin: 12% (up from 6.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Electric Utilities industry in Europe. 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 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 15Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 22 July 2024. Payment date: 24 July 2024. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 6.2%. Within top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (4.9%).お知らせ • Jun 10JSW, Torrent, Masdar Among Suitors for Enel's India AssetsAbout half a dozen investors, including Abu Dhabi Future Energy Company PJSC - Masdar of the UAE, Singapore's Sembcorp Industries Ltd. (SGX:U96), JSW Energy Limited (BSE:533148), Torrent Power Limited (NSEI:TORNTPOWER), Sekura Energy Limited and Oil and Natural Gas Corporation Limited (NSEI:ONGC), have submitted non-binding bids to acquire 760 MW of operational assets in India that have been put on the block by Italy's Enel Group, said people aware of the development. HSBC is advising Enel on the sale. The proposed deal may have an enterprise value of $500 million (INR 41.00 billion), the sources said. The portfolio of Enel Green Power India Private Limited comprises 760 megawatts (MW) of operational wind and solar power assets and a development pipeline of 2 gigawatts (GW). Of the operational capacity, solar power projects comprise 420 MW, with the balance 340 MW coming from wind power. Last year, Norwegian Climate Investment Fund, managed by Norfund, and KLP, Norway's largest pension company, had together committed $100 million of equity and guarantees for a 168 MW wind power plant developed by Enel Green Power in India. In 2020, Norfund and Enel Green Power (EGP) entered into a joint investment agreement for renewable energy projects in India. Their first project together, the 420 MW Thar solar plant, was announced in 2022. Enel Green Power, founded in 2008 within the Enel Group to develop and manage renewable power projects globally, operates over 63 GW of installed renewable capacity at 1,300 plants in Asia, Europe, Africa and America. EGP had strengthened its position in India through an acquisition of a majority stake in renewable energy company BLP Energy for INR 30 million (INR 2.20 billion) in 2015.Enel, ONGC, Masdar and Sekura Energy spokespersons declined to comment. JSW, Sembcorp and Torrent didn't respond to queries. Energy producers such as Sekura Energy, Sembcorp and Masdar Energy are already in the race for several Indian renewable assets that are on the block. These three were among the contenders for the 2 GW renewable portfolio of Brookfield in India that's up for sale at an estimated enterprise value of $800 million - 1 billion (INR 66.00 billion - INR 83.00 billion). JSW Neo Energy and Sekura Energy are among the bidders that have made non-binding offers to acquire a controlling stake in Ayana Renewable Power, majority owned by National Investment and Infrastructure Fund (NIIF), at a valuation of about $2 billion, ET had reported. ONGC is another contender for several assets in the clean energy space as part of decarbonising its operations. ONGC plans to have a renewable energy capacity of 10 GW by 2030 at an investment of INR 1 lakh crore. The outlook for the renewable energy (RE) sector remains stable, led by strong policy support from the government, superior tariff competitiveness and sustainability initiatives by large commercial and industrial (C&I) customers.Reported Earnings • May 10First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: €0.19 (up from €0.099 in 1Q 2023). Revenue: €19.4b (down 26% from 1Q 2023). Net income: €1.93b (up 89% from 1Q 2023). Profit margin: 9.9% (up from 3.9% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.36 (up from €0.34 in FY 2022). Revenue: €94.2b (down 32% from FY 2022). Net income: €3.63b (up 5.2% from FY 2022). Profit margin: 3.9% (up from 2.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 27Final dividend of €0.21 announcedShareholders will receive a dividend of €0.21. Ex-date: 22nd July 2024 Payment date: 24th July 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio) nor is it covered by cash flows (413% cash payout ratio). The dividend has increased by an average of 11% 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. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. EPS is expected to grow by 45% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Mar 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.35 (up from €0.35 in FY 2022). Revenue: €95.6b (down 31% from FY 2022). Net income: €3.81b (up 8.5% from FY 2022). Profit margin: 4.0% (up from 2.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jan 20+ 3 more updatesEnel SpA to Report Fiscal Year 2023 Results on Mar 21, 2024Enel SpA announced that they will report fiscal year 2023 results on Mar 21, 2024Upcoming Dividend • Jan 15Upcoming dividend of €0.21 per share at 6.3% yieldEligible shareholders must have bought the stock before 22 January 2024. Payment date: 24 January 2024. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (5.2%).業績と収益の成長予測BIT:ENEL - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202887,2607,8122,79217,4701712/31/202784,0067,404N/A16,6512112/31/202680,8367,1843,61115,6561512/31/202579,3943,9953,25313,926N/A9/30/202577,7776,1363,86513,923N/A6/30/202577,7946,0362,84012,916N/A3/31/202578,3516,8461,63412,029N/A12/31/202475,7096,7702,21313,223N/A9/30/202482,3275,39894912,938N/A6/30/202485,8635,2762,16414,767N/A3/31/202487,2454,5382,54215,777N/A12/31/202394,2273,6311,05714,620N/A9/30/2023101,9685,2313,21217,723N/A6/30/2023119,4213,888-2,10912,887N/A3/31/2023130,2342,981-2,13712,834N/A12/31/2022137,9563,450-5,8548,649N/A9/30/2022129,9512,843-8,6275,849N/A6/30/2022113,4623,245-6,1598,006N/A3/31/202298,8693,343-6,9406,663N/A12/31/202183,2233,026-3,1939,915N/A9/30/202172,9712,194-1,60710,015N/A6/30/202165,6582,4331,20812,142N/A3/31/202162,1472,5391,62212,004N/A12/31/202063,6422,6101,31111,508N/A9/30/202068,6034,28221910,140N/A6/30/202071,0921,906-1,2438,674N/A3/31/202075,7002,16597710,926N/A12/31/201978,4702,1741,30011,251N/A9/30/201978,2102,586N/A11,626N/A6/30/201979,6594,984N/A11,333N/A3/31/201977,9334,876N/A11,555N/A12/31/201874,1244,789N/A11,075N/A9/30/201873,8144,174N/A10,084N/A6/30/201871,6593,952N/A10,450N/A3/31/201872,3363,965N/A10,283N/A12/31/201772,7563,779N/A10,125N/A9/30/201771,8892,434N/A10,242N/A6/30/201772,0692,583N/A9,687N/A3/31/201770,6542,614N/A10,020N/A12/31/201669,1602,570N/A9,847N/A9/30/201669,4712,864N/A11,161N/A6/30/201670,7192,197N/A10,723N/A3/31/201671,9122,325N/A10,663N/A12/31/201574,0102,196N/A9,572N/A9/30/201576,100659N/A12,305N/A6/30/201575,524685N/A11,299N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ENELの予測収益成長率 (年間11.3% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: ENELの収益 ( 11.3% ) はItalian市場 ( 10.6% ) よりも速いペースで成長すると予測されています。高成長収益: ENELの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ENELの収益 ( 3.6% ) Italian市場 ( 5.6% ) よりも低い成長が予測されています。高い収益成長: ENELの収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ENELの 自己資本利益率 は、3年後には高くなると予測されています ( 20.7 %)成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance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 04:05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Enel SpA 21 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。38 アナリスト機関Francesco SalaBanca Akros S.p.A. (ESN)Tommaso MarabiniBanca Akros S.p.A. (ESN)Francesco SalaBanca Akros S.p.A. (ESN)35 その他のアナリストを表示
分析記事 • Nov 16Earnings Report: Enel SpA Missed Revenue Estimates By 14%The analysts might have been a bit too bullish on Enel SpA ( BIT:ENEL ), given that the company fell short of...
Major Estimate Revision • May 21Consensus revenue estimates increase by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €71.7b to €85.8b. EPS estimate unchanged at €0.678. Net income forecast to grow 0.6% next year vs 2.3% growth forecast for Electric Utilities industry in Italy. Consensus price target broadly unchanged at €8.23. Share price rose 4.7% to €8.09 over the past week.
分析記事 • May 11Enel SpA (BIT:ENEL) Beat Earnings, And Analysts Have Been Reviewing Their ForecastsA week ago, Enel SpA ( BIT:ENEL ) came out with a strong set of first-quarter numbers that could potentially lead to a...
Major Estimate Revision • May 09Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €85.5b to €71.7b. EPS estimate unchanged from €0.68 per share at last update. Electric Utilities industry in Italy expected to see average net income growth of 2.5% next year. Consensus price target broadly unchanged at €8.14. Share price was steady at €7.58 over the past week.
ライブニュース • 14hEnel Q1 Profit Supported by Spain and Latin America as Renewables Investment ContinuesEnel reported a 3.6% rise in ordinary EBITDA in Q1, mainly supported by operations in Spain and Latin America. Ordinary net income increased 3.9% year on year, despite group revenues moving lower. The company reaffirmed its 2026 guidance and highlighted sizeable investment plans in renewables and power grid infrastructure. For you as an investor, the key takeaway is that Enel is generating higher profitability even with lower revenues, helped by its geographic mix. Spain and Latin America are currently offsetting weaker conditions in Italy, which reduces the company’s reliance on a single market and shows the importance of its diversified footprint. The renewed focus on renewables and grid assets, paired with confirmed 2026 targets, signals that Enel is keeping its current medium-term plan intact. If you follow the stock, it can be useful to watch how capital spending on grids and clean generation feeds through to future EBITDA and cash flows, as well as how conditions in Italy evolve relative to the stronger Spanish and Latin American businesses.
ナラティブ更新 • May 03ENEL: Mixed Rating Shifts And India Exit Will Shape Future Risk BalanceEnel's updated analyst price target edges up slightly to about €10.17. This reflects modest tweaks to growth, margin and P/E assumptions as analysts digest a mix of recent target increases and reductions across the Street.
お知らせ • Apr 22Enel SpA, Annual General Meeting, May 12, 2026Enel SpA, Annual General Meeting, May 12, 2026, at 14:00 W. Europe Standard Time. Location: via dalmazia n 15 00198, roma Italy
分析記事 • Apr 20Some Investors May Be Willing To Look Past Enel's (BIT:ENEL) Soft EarningsThe market for Enel SpA's ( BIT:ENEL ) shares didn't move much after it posted weak earnings recently. We did some...
ナラティブ更新 • Apr 18ENEL: Balanced Re Rating Views And India Renewables Exit Will Shape Risk ProfileEnel's updated analyst price target edges up to about €10.14 from roughly €9.96, as analysts factor in slightly higher revenue growth and profit margin assumptions, as well as a lower future P/E multiple reflected in recent target tweaks across major banks. Analyst Commentary Recent research updates on Enel cluster around price targets in a relatively tight band, with several bullish moves balanced by at least one trim, which keeps expectations grounded.
New Risk • Apr 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 151% Minor Risks High level of debt (126% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.0% net profit margin).
ナラティブ更新 • Apr 03ENEL: Higher Price Views And India Asset Sale Will Reframe Risk BalanceThe analyst price target for Enel has been raised by about €0.11. Analysts cite updated fair value estimates, slightly lower revenue growth assumptions, a modestly higher profit margin, and a higher future P/E as key drivers behind the change.
New Risk • Mar 30New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 125% Cash payout ratio: 151% Dividend yield: 5.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 125% Cash payout ratio: 151% Minor Risks High level of debt (136% net debt to equity). Profit margins are more than 30% lower than last year (5.3% net profit margin).
Reported Earnings • Mar 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €0.39 (down from €0.67 in FY 2024). Revenue: €80.3b (up 6.1% from FY 2024). Net income: €4.26b (down 37% from FY 2024). Profit margin: 5.3% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
ナラティブ更新 • Mar 19ENEL: Higher Price Views And Investor Day Will Reframe Risk Reward BalanceEnel's analyst fair value estimate has nudged up from €9.68 to €9.85, as analysts factor in a series of recent price target increases toward €10 to €11 and modestly adjust assumptions around discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research has generally shifted toward higher fair value markers for Enel, with several price targets now clustered around €10 to €11.
お知らせ • Mar 09Sembcorp, Hexa Climate Solutions Reportedly Vie for the India Renewables Business of Italy's Enel in $300-Million DealIPO-bound Singapore's Sembcorp Industries Ltd. (SGX:U96)'s Indian renewable energy business and Hexa Climate Solutions (Hexa Climate Solutions Private Limited) are vying to acquire the entire India renewable business of Italy's Enel Group (Enel SpA (BIT:ENEL)) in a deal having an equity and enterprise value of around $100 million and $300 million, respectively, according to two people aware of the development. Sembcorp is present in India throughSembcorp India Private Limited and Sembcorp Green Infra Ltd. (SGIL) along with other subsidiaries., while Hexa is backed by I Squared Capital. The HSBC-run sale process follows a deal signed last year-which later fell through-under which Waaree Energies Ltd. had agreed to buy 100% of Enel Green Power India Pvt Ltd. (EGP India) from its parent Enel Green Power Development S.R.L. for INR 7,920 million. Mint first reported on 15 November 2023 that Enel Group planned to exit its India renewable business. "Enel Group's entire India renewable business is back on offer again and Sembcorp and Hexa are in talks for it," one of the two people cited above said, requesting anonymity. Enel Green Power India's portfolio comprises 760 megawatts (MW) of operational wind and solar assets, and a development pipeline of 2.5 gigawatts (GW). The company has been present in India's renewable sector since 2015 and in 2020 it partnered with Norway's state-owned investment fund Norfund to jointly finance, build and operate new renewable projects in the country. Spokespersons for Enel Group and HSBC, as well as Hexa Climate Solutions' founder and executive chairman Sanjeev Aggarwal declined to comment. Queries emailed to Sembcorp Industries Ltd. on Thursday evening remained unanswered till press time.
ナラティブ更新 • Mar 05ENEL: Raised Fair Value And Investor Day Will Shape Risk BalanceThe analyst price target for Enel has been lifted by €0.25, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research updates show a cluster of higher price targets for Enel, with several firms lifting their fair value estimates by €0.25 to €2.10.
Declared Dividend • Feb 26Dividend increased to €0.26Dividend of €0.26 is 2.0% higher than last year. Ex-date: 20th July 2026 Payment date: 22nd July 2026 Dividend yield will be 4.8%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (126% cash payout ratio). The dividend has increased by an average of 13% 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 grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ナラティブ更新 • Feb 18ENEL: Rebased Discount Rate And Investor Day Update Will Shape OutlookAnalysts have nudged their Enel price targets higher, with recent Street research pointing to a few euros of upside per share as they refine assumptions around fair value, discount rates, revenue growth, margins, and future P/E expectations. Analyst Commentary Recent research updates have focused on refining fair value estimates for Enel, with price targets adjusted by around €1.20 to €2.10 per share as analysts revisit their core assumptions.
ナラティブ更新 • Feb 03ENEL: Guidance Upgrade And Mixed Ratings Will Shape Medium Term ExpectationsAnalysts have nudged their fair value estimate for Enel higher to €9.37 from €9.25, reflecting updated assumptions on discount rates, profit margins and future P/E, as well as recent Street research that includes a higher price target from one firm and a Neutral stance with a €9.50 target from another. Analyst Commentary Recent Street research on Enel gives you a mixed but useful read on how analysts are thinking about valuation, execution risk and growth visibility around the current share price and the refreshed fair value estimate.
ナラティブ更新 • Jan 20ENEL: Guidance Upgrade And Neutral Rating Will Shape Medium Term BalanceAnalysts have nudged their fair value estimate for Enel to €9.25 per share, bringing it closer to the recent €9.50 Street target and reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E expectations following the latest research moves. Analyst Commentary Recent research has shifted Enel to a more neutral stance, with a price target of €9.50 sitting slightly above the new €9.25 fair value estimate.
Upcoming Dividend • Jan 12Upcoming dividend of €0.23 per shareEligible shareholders must have bought the stock before 19 January 2026. Payment date: 21 January 2026. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 5.2%. Within top quartile of Italian dividend payers (4.5%). Higher than average of industry peers (3.9%).
ナラティブ更新 • Jan 06ENEL: Guidance Delivery And Neutral Ratings Will Shape Medium Term UpsideAnalysts have trimmed their blended price target for Enel to about €9.02, reflecting slightly lower assumptions for discount rates and revenue growth, along with steady profit margin and future P/E expectations. This is in line with recent Neutral and Equal Weight views and modest target reductions from €9.50 and €8.40 to €8.30 across the Street.
分析記事 • Dec 24Enel (BIT:ENEL) Is Due To Pay A Dividend Of €0.23The board of Enel SpA ( BIT:ENEL ) has announced that it will pay a dividend on the 21st of January, with investors...
お知らせ • Dec 24+ 1 more updateEnel SpA to Report Fiscal Year 2025 Final Results on Mar 19, 2026Enel SpA announced that they will report fiscal year 2025 final results on Mar 19, 2026
お知らせ • Dec 23+ 2 more updatesEnel SpA to Report Q1, 2026 Results on May 07, 2026Enel SpA announced that they will report Q1, 2026 results on May 07, 2026
ナラティブ更新 • Dec 14ENEL: Execution On Earnings Guidance And Dividends Will Shape Medium-Term UpsideAnalysts have modestly trimmed their price target on Enel to approximately EUR 9.00. This reflects slightly higher assumed revenue growth and valuation multiples, but also a more cautious stance on upside potential in light of recent target cuts and rating downgrades across the Street.
ナラティブ更新 • Nov 29ENEL: Shifting Sentiment And Execution Risk Will Influence Medium-Term OutlookEnel's analyst price target has been raised slightly, increasing from €8.63 to €8.80. Analysts cite updated revenue growth forecasts and adjustments to discount rates as the main factors behind the change.
分析記事 • Nov 17Enel (BIT:ENEL) Will Pay A Dividend Of €0.23Enel SpA ( BIT:ENEL ) has announced that it will pay a dividend of €0.23 per share on the 21st of January. This will...
Declared Dividend • Nov 17Dividend of €0.23 announcedShareholders will receive a dividend of €0.23. Ex-date: 19th January 2026 Payment date: 21st January 2026 Dividend yield will be 5.4%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (133% cash payout ratio). The dividend has increased by an average of 14% 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 grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 16Earnings Report: Enel SpA Missed Revenue Estimates By 14%The analysts might have been a bit too bullish on Enel SpA ( BIT:ENEL ), given that the company fell short of...
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: €0.16 (up from €0.16 in 3Q 2024). Revenue: €18.9b (flat on 3Q 2024). Net income: €1.90b (up 5.6% from 3Q 2024). Profit margin: 10.0% (in line with 3Q 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
ナラティブ更新 • Nov 15ENEL: Execution Progress And Sector Sentiment Will Shape Upcoming PerformanceAnalysts have raised their fair value estimate for Enel to €8.63 from €8.49. This change reflects recent adjustments in growth forecasts and sector sentiment.
分析記事 • Nov 04Enel (BIT:ENEL) Has Some Way To Go To Become A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Oct 03There's No Escaping Enel SpA's (BIT:ENEL) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 13.7x Enel SpA ( BIT:ENEL ) may be sending bullish signals at the moment...
分析記事 • Sep 02Is It Too Late To Consider Buying Enel SpA (BIT:ENEL)?Let's talk about the popular Enel SpA ( BIT:ENEL ). The company's shares saw its share price hover around a small range...
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.14 (down from €0.21 in 2Q 2024). Revenue: €18.7b (down 2.9% from 2Q 2024). Net income: €1.42b (down 34% from 2Q 2024). Profit margin: 7.6% (down from 11% in 2Q 2024). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 8.3%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 14Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 21 July 2025. Payment date: 23 July 2025. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 6.4%. Within top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (4.5%).
分析記事 • Jun 17Enel's (BIT:ENEL) Shareholders Will Receive A Bigger Dividend Than Last YearEnel SpA ( BIT:ENEL ) will increase its dividend from last year's comparable payment on the 23rd of July to €0.255...
分析記事 • Jun 16Enel SpA's (BIT:ENEL) Price Is Right But Growth Is LackingWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 17x, you may consider Enel...
分析記事 • May 31Enel (BIT:ENEL) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Major Estimate Revision • May 21Consensus revenue estimates increase by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from €71.7b to €85.8b. EPS estimate unchanged at €0.678. Net income forecast to grow 0.6% next year vs 2.3% growth forecast for Electric Utilities industry in Italy. Consensus price target broadly unchanged at €8.23. Share price rose 4.7% to €8.09 over the past week.
分析記事 • May 15Concerns Surrounding Enel's (BIT:ENEL) PerformanceThe recent earnings posted by Enel SpA ( BIT:ENEL ) were solid, but the stock didn't move as much as we expected. We...
分析記事 • May 11Enel SpA (BIT:ENEL) Beat Earnings, And Analysts Have Been Reviewing Their ForecastsA week ago, Enel SpA ( BIT:ENEL ) came out with a strong set of first-quarter numbers that could potentially lead to a...
分析記事 • May 09Time To Worry? Analysts Just Downgraded Their Enel SpA (BIT:ENEL) OutlookThe analysts covering Enel SpA ( BIT:ENEL ) delivered a dose of negativity to shareholders today, by making a...
Major Estimate Revision • May 09Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from €85.5b to €71.7b. EPS estimate unchanged from €0.68 per share at last update. Electric Utilities industry in Italy expected to see average net income growth of 2.5% next year. Consensus price target broadly unchanged at €8.14. Share price was steady at €7.58 over the past week.
Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €0.67 (up from €0.36 in FY 2023). Revenue: €75.7b (down 20% from FY 2023). Net income: €6.77b (up 87% from FY 2023). Profit margin: 8.9% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11Enel SpA, Annual General Meeting, May 22, 2025Enel SpA, Annual General Meeting, May 22, 2025, at 14:00 W. Europe Standard Time.
Declared Dividend • Mar 19Final dividend of €0.26 announcedShareholders will receive a dividend of €0.26. Ex-date: 21st July 2025 Payment date: 23rd July 2025 Dividend yield will be 6.5%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (234% cash payout ratio). The dividend has increased by an average of 14% 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 grow by 3.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €0.67 (up from €0.36 in FY 2023). Revenue: €78.9b (down 16% from FY 2023). Net income: €7.02b (up 93% from FY 2023). Profit margin: 8.9% (up from 3.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 3.9%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Electric Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jan 13Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 20 January 2025. Payment date: 22 January 2025. Payout ratio is on the higher end at 82%, and the cash payout ratio is above 100%. Trailing yield: 6.2%. Within top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (5.0%).
お知らせ • Dec 24+ 3 more updatesEnel SpA to Report Q1, 2025 Results on May 08, 2025Enel SpA announced that they will report Q1, 2025 results on May 08, 2025
Buy Or Sell Opportunity • Nov 12Now 22% undervaluedOver the last 90 days, the stock has risen 1.6% to €6.59. The fair value is estimated to be €8.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Declared Dividend • Nov 11Dividend of €0.21 announcedShareholders will receive a dividend of €0.21. Ex-date: 20th January 2025 Payment date: 22nd January 2025 Dividend yield will be 6.4%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but not covered by cash flows (460% cash payout ratio). The dividend has increased by an average of 13% 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 grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.16 (up from €0.15 in 3Q 2023). Revenue: €18.9b (down 16% from 3Q 2023). Net income: €1.80b (up 7.3% from 3Q 2023). Profit margin: 9.5% (up from 7.5% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 6.7%. Earnings per share (EPS) also missed analyst estimates by 4.4%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Electric Utilities industry in Europe. 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 2% per year, which means it is significantly lagging earnings.
新しいナラティブ • Nov 07Strategic Focus On European Grids And Renewable Capacity Enhances Revenue And Margins Enel's focus on regulated grids and renewable capacity aims to ensure stable growth and improved earnings through predictable returns and lower costs.
Reported Earnings • Jul 28Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: €0.21 (up from €0.14 in 2Q 2023). Revenue: €19.3b (down 6.7% from 2Q 2023). Net income: €2.21b (up 58% from 2Q 2023). Profit margin: 12% (up from 6.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Electric Utilities industry in Europe. 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 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 15Upcoming dividend of €0.21 per shareEligible shareholders must have bought the stock before 22 July 2024. Payment date: 24 July 2024. Payout ratio is on the higher end at 96%, and the cash payout ratio is above 100%. Trailing yield: 6.2%. Within top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (4.9%).
お知らせ • Jun 10JSW, Torrent, Masdar Among Suitors for Enel's India AssetsAbout half a dozen investors, including Abu Dhabi Future Energy Company PJSC - Masdar of the UAE, Singapore's Sembcorp Industries Ltd. (SGX:U96), JSW Energy Limited (BSE:533148), Torrent Power Limited (NSEI:TORNTPOWER), Sekura Energy Limited and Oil and Natural Gas Corporation Limited (NSEI:ONGC), have submitted non-binding bids to acquire 760 MW of operational assets in India that have been put on the block by Italy's Enel Group, said people aware of the development. HSBC is advising Enel on the sale. The proposed deal may have an enterprise value of $500 million (INR 41.00 billion), the sources said. The portfolio of Enel Green Power India Private Limited comprises 760 megawatts (MW) of operational wind and solar power assets and a development pipeline of 2 gigawatts (GW). Of the operational capacity, solar power projects comprise 420 MW, with the balance 340 MW coming from wind power. Last year, Norwegian Climate Investment Fund, managed by Norfund, and KLP, Norway's largest pension company, had together committed $100 million of equity and guarantees for a 168 MW wind power plant developed by Enel Green Power in India. In 2020, Norfund and Enel Green Power (EGP) entered into a joint investment agreement for renewable energy projects in India. Their first project together, the 420 MW Thar solar plant, was announced in 2022. Enel Green Power, founded in 2008 within the Enel Group to develop and manage renewable power projects globally, operates over 63 GW of installed renewable capacity at 1,300 plants in Asia, Europe, Africa and America. EGP had strengthened its position in India through an acquisition of a majority stake in renewable energy company BLP Energy for INR 30 million (INR 2.20 billion) in 2015.Enel, ONGC, Masdar and Sekura Energy spokespersons declined to comment. JSW, Sembcorp and Torrent didn't respond to queries. Energy producers such as Sekura Energy, Sembcorp and Masdar Energy are already in the race for several Indian renewable assets that are on the block. These three were among the contenders for the 2 GW renewable portfolio of Brookfield in India that's up for sale at an estimated enterprise value of $800 million - 1 billion (INR 66.00 billion - INR 83.00 billion). JSW Neo Energy and Sekura Energy are among the bidders that have made non-binding offers to acquire a controlling stake in Ayana Renewable Power, majority owned by National Investment and Infrastructure Fund (NIIF), at a valuation of about $2 billion, ET had reported. ONGC is another contender for several assets in the clean energy space as part of decarbonising its operations. ONGC plans to have a renewable energy capacity of 10 GW by 2030 at an investment of INR 1 lakh crore. The outlook for the renewable energy (RE) sector remains stable, led by strong policy support from the government, superior tariff competitiveness and sustainability initiatives by large commercial and industrial (C&I) customers.
Reported Earnings • May 10First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: €0.19 (up from €0.099 in 1Q 2023). Revenue: €19.4b (down 26% from 1Q 2023). Net income: €1.93b (up 89% from 1Q 2023). Profit margin: 9.9% (up from 3.9% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.36 (up from €0.34 in FY 2022). Revenue: €94.2b (down 32% from FY 2022). Net income: €3.63b (up 5.2% from FY 2022). Profit margin: 3.9% (up from 2.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 27Final dividend of €0.21 announcedShareholders will receive a dividend of €0.21. Ex-date: 22nd July 2024 Payment date: 24th July 2024 Dividend yield will be 7.1%, which is higher than the industry average of 4.3%. Sustainability & Growth Dividend is not covered by earnings (121% earnings payout ratio) nor is it covered by cash flows (413% cash payout ratio). The dividend has increased by an average of 11% 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. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. EPS is expected to grow by 45% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Mar 24Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.35 (up from €0.35 in FY 2022). Revenue: €95.6b (down 31% from FY 2022). Net income: €3.81b (up 8.5% from FY 2022). Profit margin: 4.0% (up from 2.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) also missed analyst estimates by 47%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, while revenues in the Electric Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jan 20+ 3 more updatesEnel SpA to Report Fiscal Year 2023 Results on Mar 21, 2024Enel SpA announced that they will report fiscal year 2023 results on Mar 21, 2024
Upcoming Dividend • Jan 15Upcoming dividend of €0.21 per share at 6.3% yieldEligible shareholders must have bought the stock before 22 January 2024. Payment date: 24 January 2024. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Within top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (5.2%).