EQUE.Y Stock Overview

Through its subsidiaries, engages in the electricity generation, distribution, and transmission operations in Brazil. More details

EQUE.Y fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	3/6
Past Performance	4/6
Financial Health	3/6
Dividends	3/6

Rewards

Trading at 63.8% below our estimate of its fair value

Earnings are forecast to grow 21.19% per year

Earnings grew by 19.4% over the past year

Risk Analysis

Debt is not well covered by operating cash flow

Dividend of 1.58% is not well covered by free cash flows

Shareholders have been diluted in the past year

My Notes

Capture your thoughts, links and company narrative

Equatorial S.A. Competitors

IDACORP

NYSE:IDA

US$6.0b

Portland General Electric

NYSE:POR

US$4.7b

TXNM Energy

NYSE:TXNM

US$4.4b

ALLETE

NYSE:ALE

US$3.7b

Price History & Performance

Summary of share price highs, lows and changes for Equatorial
Historical stock prices
Current Share Price	R$4.69
52 Week High	R$7.28
52 Week Low	R$4.62
Beta	0.43
1 Month Change	-18.29%
3 Month Change	-29.47%
1 Year Change	-33.94%
3 Year Change	17.69%
5 Year Change	-18.01%
Change since IPO	124.83%

Recent updates

Shareholder Returns

	EQUE.Y	US Electric Utilities	US Market
7D	-5.8%	-3.5%	-4.0%
1Y	-33.9%	19.2%	24.0%

Return vs Industry: EQUE.Y underperformed the US Electric Utilities industry which returned 19.6% over the past year.

Return vs Market: EQUE.Y underperformed the US Market which returned 26.1% over the past year.

Price Volatility

Is EQUE.Y's price volatile compared to industry and market?
EQUE.Y volatility
EQUE.Y Average Weekly Movement	7.4%
Electric Utilities Industry Average Movement	2.6%
Market Average Movement	6.4%
10% most volatile stocks in US Market	16.8%
10% least volatile stocks in US Market	3.2%

Stable Share Price: EQUE.Y has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine EQUE.Y's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1958	n/a	Augusto da Paz Junior	www.equatorialenergia.com.br

Equatorial S.A., through its subsidiaries, engages in the electricity generation, distribution, and transmission operations in Brazil. The company generates energy from wind and biomass. It also distributes electric energy in the municipalities of Maranhão and Pará State.

Equatorial S.A. Fundamentals Summary

How do Equatorial's earnings and revenue compare to its market cap?
EQUE.Y fundamental statistics
Market cap	US$5.58b
Earnings (TTM)	US$353.13m
Revenue (TTM)	US$6.99b

15.0x

P/E Ratio

0.8x

P/S Ratio

Is EQUE.Y overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EQUE.Y income statement (TTM)
Revenue	R$43.99b
Cost of Revenue	R$33.10b
Gross Profit	R$10.89b
Other Expenses	R$8.67b
Earnings	R$2.22b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	1.90
Gross Margin	24.75%
Net Profit Margin	5.05%
Debt/Equity Ratio	174.0%

How did EQUE.Y perform over the long term?

See historical performance and comparison

Dividends

1.6%

Current Dividend Yield

24%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 01:47
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Equatorial S.A. is covered by 25 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Bruno Pascon	Barclays
Felipe Mattar	Barclays
Arthur Pereira	BofA Global Research