RENE Share Price Performance
€3.78
0.90 (31.08%)
5.8% overvalued intrinsic discount
€3.57
Fair Value
Price €3.78
AnalystConsensusTarget €3.57
AnalystLowTarget €2.70
AnalystHighTarget €3.95
Fair Value€3.57
Share Pricen/a
REN - Redes Energéticas Nacionais, SGPS, S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 43 Fair Values set on narratives written by author
RENE Community Narratives
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Fair Value
·Fair Value €3.57 5.8% overvalued intrinsic discount
Improved Outlook And Regulatory Risks Will Shape Future Profitability
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27users have followed this narrative
AN
Fair Value
·Fair Value €2.7 39.8% overvalued intrinsic discount
Distributed Energy Trends Will Erode Traditional Revenues
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AN
Fair Value
·Fair Value €3.95 4.4% undervalued intrinsic discount
European Decarbonization And Digitalization Will Modernize Transmission Networks
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Distributed Energy Trends Will Erode Traditional Revenues
Key Takeaways Distributed energy growth and new technologies threaten REN's traditional grid expansion, limiting asset base and future revenue prospects. Regulatory exposure and high investment costs may compress margins, reduce cash flow, and challenge long-term dividend stability.Read more
AN
€2.7
39.8% overvalued intrinsic discount
Fair Value
Revenue
-0.07% p.a.
Profit Margin
11.64%
Future PE
17.83x
Price in 2029
€3.31
Improved Outlook And Regulatory Risks Will Shape Future Profitability
Key Takeaways Regulatory conservatism and tepid economic growth limit REN's ability to drive meaningful long-term expansion or boost revenue and profit beyond current levels. Energy decentralization and green hydrogen uncertainties threaten REN's asset utilization, future business mix, and the favorable diversification that investors anticipate.Read more
AN
€3.57
5.8% overvalued intrinsic discount
Fair Value
Revenue
2.17% p.a.
Profit Margin
13.39%
Future PE
19.15x
Price in 2029
€4.37
European Decarbonization And Digitalization Will Modernize Transmission Networks
Key Takeaways Elevated investments in energy transition and grid modernization, alongside regulatory improvements, position REN for sustained margin expansion and earnings growth beyond initial expectations. First-mover advances in hydrogen and renewable gas infrastructure, plus lowering tax burdens, support diversified, resilient long-term cash flows and shareholder returns.Read more
AN
€3.95
4.4% undervalued intrinsic discount
Fair Value
Revenue
2.5% p.a.
Profit Margin
15.91%
Future PE
17.85x
Price in 2029
€4.84
Trending Discussion
Recently Updated Narratives
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RENE: Downgrade And Margin Risk Will Sustain Overvaluation As P E Stays Elevated
Fair Value: €2.7 39.8% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
RENE: Underperform Downgrade And Margin Assumptions Will Shape Future Return Potential
Fair Value: €3.57 5.8% overvalued intrinsic discount
27 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
RENE: Fair Outlook Will Rely On Slightly Higher Future P E Multiple
Fair Value: €3.95 4.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
REN - Redes Energéticas Nacionais, SGPS, S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 0.24
- 53.66%
- 15.08%
- 166.9%
About RENE
- Founded
- 1994
- Employees
- 787
- CEO
- WebsiteView website
REN - Redes Energéticas Nacionais, SGPS, S.A., together with its subsidiaries, engages in the transmission of electricity and natural gas in Portugal. The company operates in two segments, Electricity and Gas; and Telecommunications. It operates as a national electricity transmission network; purchases, sells, imports, and exports electricity and natural gas; manages a concession to operate a pilot area to produce electric energy from ocean waves; and operates a telecommunications network. The company also operates liquefied natural gas terminal maintenance and regasification facilities; and manages projects and ventures in the natural gas sector. In addition, it provides underground storage development, maintenance, and operation services; natural gas transport and management services; and distributes natural gas, as well as communication and sustainability, marketing, business management, business development and consulting, and IT project services. Further, the company invests in assets, shares, companies, and associations; transmits and transforms electricity in Chile, as well as participates, finances, collaborates, and conducts management of companies; and manages back offices. The company was founded in 1994 and is headquartered in Lisbon, Portugal.
Recent RENE News & Updates
