Endesa, S.A.

BME:ELE 주식 리포트

시가총액: €37.9b

Endesa 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Gianni Armani

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간1.2yrs
이사회 평균 재임 기간4.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 21

ELE: Future Returns Will Hinge On Leadership Execution And Mixed Market Confidence

Endesa's analyst fair value estimate has moved from €32.89 to €33.54, reflecting a series of higher price targets from banks such as Citi, Morgan Stanley, JPMorgan, Barclays and BNP Paribas, even as opinions on the stock's rating remain mixed. Analyst Commentary Recent research highlights a clear split in opinion on Endesa, with several banks lifting price targets while ratings range from Sell to Underperform, Neutral and Equal Weight.
내러티브 업데이트 May 05

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

Endesa's analyst price target has moved higher by several euros, with recent updates clustering around €30 to €34.50, as analysts point to refreshed views on the company's earnings profile and sector positioning. Analyst Commentary Recent research on Endesa has focused on how current earnings expectations and sector positioning compare with share valuation, with several large banks revisiting their price targets and ratings in quick succession.
내러티브 업데이트 Apr 21

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

Endesa's analyst fair value estimate has shifted from €32.19 to €32.89 as analysts factor in recent price target increases from several banks, along with modest adjustments to long term revenue growth, profit margin assumptions and future P/E expectations. Analyst Commentary Recent Street research on Endesa presents a mixed picture, with several price target lifts and upgrades set against at least one downgrade and a small price target trim.
내러티브 업데이트 Apr 06

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

Narrative Update The analyst price target for Endesa is updated to €32.19 from €31.10. This reflects analysts' use of slightly higher revenue growth and profit margin assumptions, as well as a modestly higher future P/E multiple in their models, following a series of recent target increases from major banks.
내러티브 업데이트 Mar 23

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

The analyst price target for Endesa has been raised from about €30.20 to roughly €31.10, with analysts citing updated assumptions around revenue growth, profit margins and future P/E as the key drivers of the change. Analyst Commentary Recent research on Endesa shows a mix of optimism and caution, with several firms adjusting ratings and price targets in different directions.
내러티브 업데이트 Mar 07

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

The analyst fair value estimate for Endesa has increased from €28.85 to €30.20, reflecting recent price target revisions in the range of €30 to €34.50 as analysts reassess revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research opinions on Endesa are mixed, with several banks adjusting price targets into a range around €30 to €34.50 and revisiting their views on execution and valuation.
새로운 내러티브 Feb 26

Electrification And Grid Investment Will Support A Stronger Long Term Outlook

Catalysts About Endesa Endesa is a Spanish electricity utility focused on power generation, distribution networks and energy supply to retail and business customers. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 21

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

Our updated analyst price target for Endesa remains at about €28.85, as analysts weigh offsetting Street moves, including a downgrade to Underperform with a €30 target and mixed price target revisions from other firms. Analyst Commentary Recent research on Endesa shows a split view, with some analysts lifting their price targets and others turning more cautious.
내러티브 업데이트 Feb 07

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

Analysts have slightly raised their fair value estimate for Endesa from €28.62 to about €28.85, citing updated assumptions that reflect recent price target increases at Citi and Berenberg, along with revised views on discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Bullish and bearish analysts are reading the same Endesa story in very different ways, and that split is feeding directly into the range of price targets and fair value views you are seeing today.
내러티브 업데이트 Jan 21

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

Analysts have nudged their fair value estimate for Endesa higher from €27.85 to €28.62, citing updated assumptions around future pricing and margins, alongside mixed recent research that includes a higher price target from one firm and a downgrade with a lower target from another. Analyst Commentary Bullish Takeaways Bullish analysts see scope for higher fair value supported by updated assumptions around pricing and margins that, in their view, justify a higher price target.
내러티브 업데이트 Jan 07

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

Analysts have trimmed their fair value estimate for Endesa slightly, to €27.85 from €27.94, citing recent downgrades that highlight expectations for electricity and gas margins to normalize and a less preferred stance on generators within European utilities. Analyst Commentary Recent research points to a more cautious stance on Endesa, with downgrades reflecting concerns around current valuation and the outlook for its generation and supply businesses within the broader European utilities sector.
분석 기사 Dec 19

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Dec 13

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

Analysts have nudged their fair value estimate for Endesa higher to approximately EUR 27.94 from about EUR 27.16, reflecting slightly stronger expected revenue growth and a modestly richer future earnings multiple, even as they factor in normalizing electricity and gas margins along with a less favorable stance on traditional generators. Analyst Commentary Recent research updates signal a more cautious stance on Endesa, with several valuation frameworks resetting to reflect normalizing commodity spreads and a less favorable view on conventional generation relative to renewables focused peers.
분석 기사 Dec 01

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Nov 28

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

Analysts have lowered their price target for Endesa to €27.16 from €26.95. They cite concerns over normalizing electricity and gas margins, as well as sector rotation among European utilities.
내러티브 업데이트 Nov 13

ELE: Uncertainty Around Network Investment Will Limit Upside Potential

Analysts have raised their fair value price target for Endesa to €26.95 from €26.52. This reflects improved revenue growth expectations despite recent sector downgrades and ongoing uncertainty around network investment.
내러티브 업데이트 Oct 29

Downgraded Sector Ratings Will Limit Network Investment Upside Ahead

Analysts have modestly increased their fair value price target for Endesa from €25.96 to €26.52. This change reflects a balance of improved profit margin expectations with ongoing uncertainties in network investment and sector preference.
분석 기사 Aug 19

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

BME:ELE 1 Year Share Price vs Fair Value Explore Endesa's Fair Values from the Community and select yours Howard Marks...
분석 기사 Aug 01

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

Endesa, S.A. ( BME:ELE ) came out with its interim results last week, and we wanted to see how the business is...
분석 기사 Jul 28

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 Jul 10

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

When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
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새로운 내러티브 Nov 07

Masdar Partnership And Renewable Expansion Powering Robust Growth And Profitability

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

CEO

Gianni Armani (59 yo)

less than a year
재임 기간

Mr. Gianni Vittorio Armani is Director of CESI S.p.A. from May 29, 2024. He is Director of Endesa, S.A. from July 25, 2023 and serves as Chief executive officer since April 28, 2026. He was CEO, GM & Direc...


리더십 팀

이름직위재임 기간보수지분
Gianni Armani
CEO & Directorless than a year데이터 없음데이터 없음
Marco Palermo
General Manager of Administrationno data데이터 없음데이터 없음
Mar Martinez
Head of Investor Relationsno data데이터 없음데이터 없음
Francisco de Borja Acha Besga
General Secretary to the Board of Directors10.8yrs데이터 없음데이터 없음
Maria Marquina
General Manager of Communication1.8yrs데이터 없음데이터 없음
Paolo Bondi
General Manager of People & Organization5.9yrs데이터 없음데이터 없음
José Marín
General Manager of Institutional Affairsless than a year데이터 없음데이터 없음
Miguel Angel Lopez
Chief Security Officerless than a year데이터 없음데이터 없음
1.2yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: ELE의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.2 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Gianni Armani
CEO & Director2.8yrs데이터 없음데이터 없음
Francisco Queiroz de Barros de Lacerda
Independent Director11.1yrs€268.00k데이터 없음
Jose Bogas Galvez
Other External Director11.6yrs€1.88m데이터 없음
Flavio Cattaneo
Vice Chairman of the Board2.9yrs데이터 없음데이터 없음
Stéfano De Angelis
Director2.7yrs데이터 없음데이터 없음
Elisabetta Colacchia
Director2.1yrs데이터 없음데이터 없음
Ignacio de Velasco
Independent Director11.1yrs€283.00k데이터 없음
Michela Mossini
Director2.1yrs데이터 없음데이터 없음
Juan Sanchez-Calero Guilarte
Independent Non Executive Chairman of the Board7.1yrs€663.00k데이터 없음
Maria Bieto Caubet
Independent Director6yrs€233.00k데이터 없음
Pilar Gonzalez de Frutos
Independent Director6yrs€230.00k데이터 없음
Guillermo Olarra
Independent Director2.1yrs€223.00k데이터 없음
4.5yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: ELE의 이사회경험이 있음으로 간주됩니다(평균 재임 4.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 08:52
종가2026/05/22 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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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Endesa, S.A.는 41명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Virginia RomeroBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Bosco Muguiro EulateBanco Santander