EDPFY:OTC-EDP Energias de Portugal SA ADR (USD)

COMMON STOCK | Utilities - Diversified |

Last Closing

USD 45.07

Change

-0.44 (-0.97)%

Market Cap

USD 18.85B

Volume

0.02M

Analyst Target

USD 63.74
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

EDP, S.A. engages in the generation, transmission, distribution, and supply of electricity in Portugal, Spain, France, Poland, Romania, Italy, Belgium, the United Kingdom, Greece, Colombia, Brazil, North America, and internationally. It operates through Renewables, Networks, and Client Solutions & Energy Management segments. The company primarily generates and sells electricity through hydro, CCGT, coal, wind, solar, nuclear, and cogeneration and waste sources. It has an installed capacity of 28 GW; and operates 380,788 kilometers of distribution network lines. The company is also involved in the supply of natural gas. In addition, it offers engineering, laboratory tests, professional training, and energy services, as well as property management services. The company's electricity and gas customers include domestic, industrial, commercial, agricultural, and others. The company was formerly known as EDP - Energias de Portugal, S.A. and changed its name to EDP, S.A. in April 2024. The company was incorporated in 1976 and is headquartered in Lisbon, Portugal.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Utilities - Diversified

Symbol Name Price(Change) Market Cap
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USD 95.56B
IBDRY Iberdrola SA

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ENLAY ENEL Societa per Azioni

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ENGQF Engie SA

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EONGY E.ON SE ADR

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USD 39.31B
SSEZY SSE PLC ADR

-0.19 (-0.71%)

USD 28.73B
SSEZF SSE plc

N/A

USD 28.25B
RWEOY RWE AG PK

-0.50 (-1.38%)

USD 27.20B
HRASF Hera S.p.A

N/A

USD 4.79B

ETFs Containing EDPFY

UTIL:LSE SPDR® MSCI Europe Utilit.. 0.00 % 0.00 %

-1.59 (1.05%)

USD 0.15B
DXSH:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

-0.92 (1.05%)

USD 0.03B
VCLN Virtus Duff & Phelps Clea.. 0.00 % 0.00 %

+0.21 (+1.05%)

USD 5.06M

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.70% 26% F 42% F
Dividend Return 4.12% 44% F 62% D
Total Return -6.58% 25% F 44% F
Trailing 12 Months  
Capital Gain 0.20% 33% F 56% F
Dividend Return 4.62% 50% F 60% D-
Total Return 4.82% 36% F 58% F
Trailing 5 Years  
Capital Gain 16.94% 58% F 69% C-
Dividend Return 27.49% 93% A 79% B-
Total Return 44.43% 68% D+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 0.31% 29% F 39% F
Dividend Return 4.56% 33% F 43% F
Total Return 4.25% 55% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 20.84% 46% F 85% B
Risk Adjusted Return 21.87% 38% F 56% F
Market Capitalization 18.85B 44% F 94% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector