CPFL Energia S.A.

BOVESPA:CPFE3 주식 리포트

시가총액: R$51.7b

CPFL Energia 향후 성장

Future 기준 점검 1/6

CPFL Energia 의 수익은 연간 0.7% 감소할 것으로 예상되는 반면, 연간 수익은 0.1% 로 증가할 것으로 예상됩니다. EPS는 연간 1.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.6% 로 예상됩니다.

핵심 정보

0.1%

이익 성장률

1.41%

EPS 성장률

Electric Utilities 이익 성장12.0%
매출 성장률-0.7%
향후 자기자본이익률22.61%
애널리스트 커버리지

Good

마지막 업데이트13 Jun 2026

최근 향후 성장 업데이트

분석 기사 May 17

CPFL Energia S.A. Just Beat Revenue By 8.4%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that CPFL Energia S.A. ( BVMF:CPFE3 ) filed its quarterly result this time last week...
분석 기사 Aug 17

CPFL Energia S.A. Just Beat EPS By 7.7%: Here's What Analysts Think Will Happen Next

BOVESPA:CPFE3 1 Year Share Price vs Fair Value Explore CPFL Energia's Fair Values from the Community and select yours...

Recent updates

내러티브 업데이트 Jun 23

CPFE3: Higher Margins And Dividend Support Will Drive Future Upside

Analysts have adjusted their price target for CPFL Energia to reflect updated expectations for slightly softer revenue growth, a modestly higher profit margin, and a lower future P/E, resulting in a revised valuation of R$50.79 per share. Analyst Commentary Recent research commentary on CPFL Energia highlights a mix of optimism and caution around the stock’s revised valuation of R$50.79 per share, with opinions centered on how the updated revenue, margin and P/E assumptions may play out.
내러티브 업데이트 Jun 07

CPFE3: Stable Margins And Dividend Outlook Will Support Future Upside Potential

Analysts have nudged their price target for CPFL Energia slightly higher to R$50.79 from R$50.71, citing updated views on fair value, revenue trends, profit margins and future P/E assumptions. Analyst Commentary Analysts are using the updated R$50.79 price target to fine tune how they see CPFL Energia balancing valuation with its ability to execute on core operations and future growth plans.
내러티브 업데이트 May 22

CPFE3: Higher Margins And Discount Rate Assumptions Will Support Upside Potential

Analysts have lifted their fair value estimate for CPFL Energia from R$47.84 to R$50.71, citing updated assumptions around discount rates, revenue trends, profit margins, and future P/E levels. Analyst Commentary Recent research on CPFL Energia reflects a mix of optimism and caution around how current assumptions feed into the higher fair value estimate.
분석 기사 May 17

CPFL Energia S.A. Just Beat Revenue By 8.4%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that CPFL Energia S.A. ( BVMF:CPFE3 ) filed its quarterly result this time last week...
내러티브 업데이트 Apr 20

CPFE3: Higher P/E Assumptions Will Likely Cap Returns From Current Levels

The analyst price target for CPFL Energia has shifted from R$46.62 to R$47.84, with analysts pointing to updated fair value estimates, slight adjustments to revenue and margin expectations, and a revised future P/E assumption as the key drivers behind this change. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the revised fair value estimates support the move to a R$47.84 target, which they see as better aligned with current assumptions around CPFL Energia's earnings power.
내러티브 업데이트 Apr 06

CPFE3: Stable Assumptions Suggest Earnings Resilience Will Likely Keep Shares Fairly Valued

Analysts have updated their view on CPFL Energia with a revised R$ price target, reflecting the unchanged fair value estimate of R$46.62, alongside consistent discount rate, revenue growth and profit margin assumptions that remain aligned with recent research commentary. Analyst Commentary Recent Street research on banks with similar regional and income profiles highlights how modest changes in price targets can reflect shifts in expectations for earnings resilience, capital deployment and growth rather than dramatic changes in thesis.
내러티브 업데이트 Mar 23

CPFE3: Stable Discount Rate And P/E Assumptions Will Likely Keep Shares Fairly Valued

Analysts have adjusted their price target on CPFL Energia to R$46.62. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E, and is broadly in line with recent Street research that has also revised targets higher for peers.
내러티브 업데이트 Mar 09

CPFE3: Slightly Higher P/E Assumptions Will Likely Keep Shares Fairly Valued

Analysts have nudged their price target on CPFL Energia slightly higher to R$46.62, reflecting updated assumptions on revenue trends, profit margins and future P/E. These updates are broadly consistent with recent Street research adjustments seen in other names such as Central Pacific.
내러티브 업데이트 Feb 22

CPFE3: Stable Earnings Assumptions And Firm P/E Will Likely Keep Shares Fairly Valued

Analysts have nudged their fair value estimate for CPFL Energia higher to about R$46.59 from roughly R$46.09, citing updated assumptions around future earnings and valuation multiples as the key drivers of the revised price target. Analyst Commentary Bullish Takeaways Bullish analysts view the modest uplift in fair value, from about R$46.09 to roughly R$46.59, as a sign that updated assumptions around earnings and valuation multiples still support the current thesis rather than forcing a reset.
내러티브 업데이트 Feb 08

CPFE3: Softer Revenue Contraction And Rich P/E Will Likely Keep Shares Fairly Valued

Analysts lifted their fair value estimate for CPFL Energia from R$43.43 to R$46.09, citing updated assumptions around discount rates, modestly softer revenue contraction, slightly lower profit margins, and a higher future P/E multiple. Analyst Commentary Analysts' latest work on CPFL Energia focuses on how recent assumptions feed into valuation, especially around discount rates, revenue trends, margins, and the implied future P/E multiple.
분석 기사 Feb 04

Risks To Shareholder Returns Are Elevated At These Prices For CPFL Energia S.A. (BVMF:CPFE3)

There wouldn't be many who think CPFL Energia S.A.'s ( BVMF:CPFE3 ) price-to-earnings (or "P/E") ratio of 10.8x is...
내러티브 업데이트 Jan 25

CPFE3: Weak Revenue Outlook And Rich P/E Will Likely Sustain Overvaluation

Analysts have nudged their price target for CPFL Energia slightly higher to reflect a modest increase in estimated fair value to R$43.43, while also acknowledging only small adjustments to profit margin assumptions and future P/E expectations. Valuation Changes Fair Value Estimate: Adjusted slightly from R$43.28 to R$43.43 per share, reflecting a modest tweak in the underlying valuation model.
분석 기사 Jan 14

CPFL Energia (BVMF:CPFE3) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 Jan 11

CPFE3: Stable Assumptions Will Likely Sustain Excessive Earnings Multiple

Analysts have kept their fair value estimate for CPFL Energia steady at R$43.28 per share, citing unchanged assumptions around the discount rate, revenue contraction and profit margin. Their forward P/E view also remains effectively the same.
내러티브 업데이트 Dec 26

CPFE3: Stable Assumptions Will Likely Sustain Excessive Earnings Multiple

Analysts have modestly raised their price target on CPFL Energia, citing largely unchanged fair value estimates and stable assumptions around the discount rate, revenue growth, profit margin, and future P E multiples. Valuation Changes Fair Value: Unchanged at R$43.28, indicating no material revision to the intrinsic valuation underpinning the price target.
내러티브 업데이트 Dec 11

CPFE3: Higher Earnings Multiple Will Likely Deepen Future Overvaluation Risk

Analysts have modestly raised their price target on CPFL Energia to BRL 43.28 from BRL 42.66. This reflects slightly improved long term revenue expectations despite marginally softer profit margin assumptions and a higher implied future P/E multiple.
내러티브 업데이트 Nov 27

CPFE3: Profit Margin Uplift Will Be Offset By Weak Revenue Trends

Analysts have raised their price target for CPFL Energia to R$42.66 from R$41.59. They cite improving profit margin projections and a more attractive valuation, despite tempered revenue growth expectations.
내러티브 업데이트 Nov 13

CPFE3: Marginal Shifts In Key Metrics Suggest A Balanced Outlook Ahead

Analysts have raised their price target for CPFL Energia from R$41.08 to R$41.59, reflecting incremental adjustments to key metrics such as revenue growth and the discount rate. What's in the News CPFL Energia is holding an Analyst/Investor Day and providing updates and outlooks for stakeholders (Key Developments).
분석 기사 Nov 11

Returns On Capital Are Showing Encouraging Signs At CPFL Energia (BVMF:CPFE3)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Oct 21

Subdued Growth No Barrier To CPFL Energia S.A.'s (BVMF:CPFE3) Price

It's not a stretch to say that CPFL Energia S.A.'s ( BVMF:CPFE3 ) price-to-earnings (or "P/E") ratio of 8.5x right now...
분석 기사 Sep 30

Here's Why CPFL Energia (BVMF:CPFE3) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Sep 05

ANEEL Changes And Rising Distributed Generation Will Diminish Returns

With revenue growth and net profit margin projections both stable, analysts have maintained CPFL Energia's fair value estimate at R$41.08. Valuation Changes Summary of Valuation Changes for CPFL Energia The Consensus Analyst Price Target remained effectively unchanged, at R$41.08.
분석 기사 Aug 17

CPFL Energia S.A. Just Beat EPS By 7.7%: Here's What Analysts Think Will Happen Next

BOVESPA:CPFE3 1 Year Share Price vs Fair Value Explore CPFL Energia's Fair Values from the Community and select yours...
분석 기사 Jul 22

Pinning Down CPFL Energia S.A.'s (BVMF:CPFE3) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 9x in Brazil, you could be forgiven for feeling...
User avatar
새로운 내러티브 Dec 02

Promising Green Hydrogen Project And Industrial Recovery Boost Prospects, But Regulatory Challenges And Margin Pressures May Limit Growth

Promising green hydrogen project and industrial market recovery indicate potential for increased future revenue and growth.

이익 및 매출 성장 예측

BOVESPA:CPFE3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (BRL Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202843,6975,6605688,5477
12/31/202742,1655,5574777,7589
12/31/202640,5555,2485087,64910
3/31/202645,0545,7631,1876,597N/A
12/31/202544,3685,4841,8087,163N/A
9/30/202544,4805,4502,3957,865N/A
6/30/202544,0055,4072,7487,942N/A
3/31/202543,1185,3343,2188,356N/A
12/31/202442,6285,4581,7146,789N/A
9/30/202441,2225,4881,9366,792N/A
6/30/202440,3435,4712,0446,719N/A
3/31/202440,0705,6082,5937,085N/A
12/31/202339,7435,5274,4098,900N/A
9/30/202339,9405,3674,3348,934N/A
6/30/202339,9715,5284,7249,711N/A
3/31/202339,9065,5914,8399,984N/A
12/31/202239,3545,1003,7938,980N/A
9/30/202239,5375,0553,6398,398N/A
6/30/202240,7215,0492,2316,434N/A
3/31/202240,2094,9048214,820N/A
12/31/202139,2104,7482583,862N/A
9/30/202137,5644,4213903,596N/A
6/30/202134,1554,3561,8824,887N/A
3/31/202131,9043,6992,8805,517N/A
12/31/202030,8983,6433,6916,179N/A
9/30/202029,6473,5204,4126,921N/A
6/30/202029,6132,8603,5345,933N/A
3/31/202030,0872,9892,6054,909N/A
12/31/201929,9322,703N/A5,768N/A
9/30/201928,5972,466N/A3,749N/A
6/30/201928,9802,343N/A3,324N/A
3/31/201928,8892,218N/A3,218N/A
12/31/201828,1372,058N/A857N/A
9/30/201828,9101,912N/A920N/A
6/30/201828,5641,690N/A1,124N/A
3/31/201827,5811,378N/A1,299N/A
12/31/201726,7451,180N/A2,034N/A
9/30/201724,797859N/A3,978N/A
6/30/201721,796759N/A4,303N/A
3/31/201720,314875N/A4,558N/A
12/31/201619,112901N/A4,634N/A
9/30/201618,7801,067N/A4,914N/A
6/30/201618,9641,103N/A4,001N/A
3/31/201619,646967N/A2,989N/A
12/31/201520,599865N/A2,558N/A
9/30/201520,6631,073N/A1,167N/A

애널리스트 향후 성장 전망

수입 대 저축률: CPFE3 의 연간 예상 수익 증가율(0.1%)이 saving rate(12.4%) 미만입니다.

수익 vs 시장: CPFE3 의 연간 수익(0.1%)이 BR 시장(13.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: CPFE3 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CPFE3 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).

고성장 매출: CPFE3 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.7%).


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: CPFE3의 자본 수익률은 3년 후 22.6%로 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/07 19:55
종가2026/07/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

CPFL Energia S.A.는 16명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Felipe MattarBarclays
Gustavo FariaBofA Global Research
Francisco NavarreteBradesco S.A. Corretora de Títulos e Valores Mobiliários