EDP SA (EDP.LS) Fundamental Analysis & Valuation
ELI:EDP • PTEDP0AM0009
4.277 EUR
+0.02 (+0.45%)
Last: Mar 5, 2026, 07:00 PM
This EDP.LS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Taking everything into account, EDP scores 3 out of 10 in our fundamental rating. EDP was compared to 26 industry peers in the Electric Utilities industry. EDP may be in some trouble as it scores bad on both profitability and health. EDP has a correct valuation and a medium growth rate. EDP also has an excellent dividend rating.
1. EDP.LS Profitability Analysis
1.1 Basic Checks
- EDP had positive earnings in the past year.
- EDP had a positive operating cash flow in the past year.
- EDP had positive earnings in each of the past 5 years.
- EDP had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- EDP's Return On Assets of 1.26% is on the low side compared to the rest of the industry. EDP is outperformed by 88.46% of its industry peers.
- EDP has a worse Return On Equity (6.06%) than 84.62% of its industry peers.
- EDP's Return On Invested Capital of 2.87% is on the low side compared to the rest of the industry. EDP is outperformed by 80.77% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.26% | ||
| ROE | 6.06% | ||
| ROIC | 2.87% |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
- Looking at the Profit Margin, with a value of 4.30%, EDP is doing worse than 73.08% of the companies in the same industry.
- In the last couple of years the Profit Margin of EDP has grown nicely.
- EDP has a worse Operating Margin (11.77%) than 73.08% of its industry peers.
- In the last couple of years the Operating Margin of EDP has grown nicely.
- EDP's Gross Margin of 42.00% is on the low side compared to the rest of the industry. EDP is outperformed by 73.08% of its industry peers.
- EDP's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 11.77% | ||
| PM (TTM) | 4.3% | ||
| GM | 42% |
OM growth 3Y29.01%
OM growth 5Y7.97%
PM growth 3Y30.86%
PM growth 5Y2.76%
GM growth 3Y14.48%
GM growth 5Y1.68%
2. EDP.LS Health Analysis
2.1 Basic Checks
- EDP has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- EDP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
- Based on the Altman-Z score of 0.83, we must say that EDP is in the distress zone and has some risk of bankruptcy.
- EDP has a Altman-Z score of 0.83. This is amonst the worse of the industry: EDP underperforms 80.77% of its industry peers.
- A Debt/Equity ratio of 1.72 is on the high side and indicates that EDP has dependencies on debt financing.
- EDP has a worse Debt to Equity ratio (1.72) than 73.08% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.72 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 0.83 |
ROIC/WACC0.54
WACC5.33%
2.3 Liquidity
- EDP has a Current Ratio of 0.90. This is a bad value and indicates that EDP is not financially healthy enough and could expect problems in meeting its short term obligations.
- EDP has a Current ratio (0.90) which is in line with its industry peers.
- EDP has a Quick Ratio of 0.90. This is a bad value and indicates that EDP is not financially healthy enough and could expect problems in meeting its short term obligations.
- With a Quick ratio value of 0.84, EDP perfoms like the industry average, outperforming 53.85% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.9 | ||
| Quick Ratio | 0.84 |
3. EDP.LS Growth Analysis
3.1 Past
- The Earnings Per Share has grown by an impressive 160.92% over the past year.
- Measured over the past 5 years, EDP shows a small growth in Earnings Per Share. The EPS has been growing by 4.64% on average per year.
- The Revenue has grown by 80.75% in the past year. This is a very strong growth!
- The Revenue has been growing slightly by 4.63% on average over the past years.
EPS 1Y (TTM)160.92%
EPS 3Y15.96%
EPS 5Y4.64%
EPS Q2Q%512.29%
Revenue 1Y (TTM)80.75%
Revenue growth 3Y-8.91%
Revenue growth 5Y4.63%
Sales Q2Q%276.47%
3.2 Future
- Based on estimates for the next years, EDP will show a small growth in Earnings Per Share. The EPS will grow by 4.54% on average per year.
- The Revenue is expected to grow by 0.08% on average over the next years.
EPS Next Y1.16%
EPS Next 2Y2.15%
EPS Next 3Y3.37%
EPS Next 5Y4.54%
Revenue Next Year0.52%
Revenue Next 2Y1.67%
Revenue Next 3Y-2.65%
Revenue Next 5Y0.08%
3.3 Evolution
- The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
- The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
4. EDP.LS Valuation Analysis
4.1 Price/Earnings Ratio
- EDP is valuated reasonably with a Price/Earnings ratio of 8.07.
- EDP's Price/Earnings ratio is rather cheap when compared to the industry. EDP is cheaper than 100.00% of the companies in the same industry.
- EDP's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.74.
- EDP is valuated correctly with a Price/Forward Earnings ratio of 14.48.
- 73.08% of the companies in the same industry are more expensive than EDP, based on the Price/Forward Earnings ratio.
- EDP's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 24.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.07 | ||
| Fwd PE | 14.48 |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates EDP does not grow enough to justify the current Price/Earnings ratio.
PEG (NY)6.96
PEG (5Y)1.74
EPS Next 2Y2.15%
EPS Next 3Y3.37%
5. EDP.LS Dividend Analysis
5.1 Amount
- EDP has a Yearly Dividend Yield of 4.55%, which is a nice return.
- Compared to an average industry Dividend Yield of 2.95, EDP pays a better dividend. On top of this EDP pays more dividend than 80.77% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.82, EDP pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.55% |
5.2 History
- The dividend of EDP has a limited annual growth rate of 1.06%.
Dividend Growth(5Y)1.06%
Div Incr Years2
Div Non Decr Years4
5.3 Sustainability
- EDP pays out 123.30% of its income as dividend. This is not a sustainable payout ratio.
- The dividend of EDP is growing, but earnings are growing more, so the dividend growth is sustainable.
DP123.3%
EPS Next 2Y2.15%
EPS Next 3Y3.37%
EDP.LS Fundamentals: All Metrics, Ratios and Statistics
ELI:EDP (3/5/2026, 7:00:00 PM)
4.277
+0.02 (+0.45%)
Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-25 2026-02-25/amc
Earnings (Next)05-07 2026-05-07
Inst Owners37.92%
Inst Owner ChangeN/A
Ins Owners6.84%
Ins Owner ChangeN/A
Market Cap17.90B
Revenue(TTM)27.05B
Net Income(TTM)670.30M
Analysts75.56
Price Target4.7 (9.89%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.55% |
Yearly Dividend0.2
Dividend Growth(5Y)1.06%
DP123.3%
Div Incr Years2
Div Non Decr Years4
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-16.51%
Min EPS beat(2)-21.32%
Max EPS beat(2)-11.71%
EPS beat(4)1
Avg EPS beat(4)-121.91%
Min EPS beat(4)-496.04%
Max EPS beat(4)41.44%
EPS beat(8)3
Avg EPS beat(8)-68.83%
EPS beat(12)4
Avg EPS beat(12)-49.48%
EPS beat(16)6
Avg EPS beat(16)-39.02%
Revenue beat(2)2
Avg Revenue beat(2)1.23%
Min Revenue beat(2)1.07%
Max Revenue beat(2)1.39%
Revenue beat(4)3
Avg Revenue beat(4)-14.6%
Min Revenue beat(4)-70.83%
Max Revenue beat(4)9.98%
Revenue beat(8)3
Avg Revenue beat(8)-20.08%
Revenue beat(12)3
Avg Revenue beat(12)-19.13%
Revenue beat(16)6
Avg Revenue beat(16)-7.25%
PT rev (1m)2.66%
PT rev (3m)2.39%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-16.8%
EPS NY rev (1m)0%
EPS NY rev (3m)-1.62%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-2.04%
Revenue NY rev (1m)-0.53%
Revenue NY rev (3m)1%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.07 | ||
| Fwd PE | 14.48 | ||
| P/S | 1.15 | ||
| P/FCF | N/A | ||
| P/OCF | 3.9 | ||
| P/B | 1.62 | ||
| P/tB | 7.42 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.53
EY12.39%
EPS(NY)0.3
Fwd EY6.91%
FCF(TTM)-0.09
FCFYN/A
OCF(TTM)1.1
OCFY25.62%
SpS3.73
BVpS2.64
TBVpS0.58
PEG (NY)6.96
PEG (5Y)1.74
Graham Number5.61
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.26% | ||
| ROE | 6.06% | ||
| ROCE | 4.27% | ||
| ROIC | 2.87% | ||
| ROICexc | 2.93% | ||
| ROICexgc | 3.68% | ||
| OM | 11.77% | ||
| PM (TTM) | 4.3% | ||
| GM | 42% | ||
| FCFM | N/A |
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y29.01%
OM growth 5Y7.97%
PM growth 3Y30.86%
PM growth 5Y2.76%
GM growth 3Y14.48%
GM growth 5Y1.68%
F-Score4
Asset Turnover0.29
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.72 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 31.95% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.9 | ||
| Quick Ratio | 0.84 | ||
| Altman-Z | 0.83 |
F-Score4
WACC5.33%
ROIC/WACC0.54
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)160.92%
EPS 3Y15.96%
EPS 5Y4.64%
EPS Q2Q%512.29%
EPS Next Y1.16%
EPS Next 2Y2.15%
EPS Next 3Y3.37%
EPS Next 5Y4.54%
Revenue 1Y (TTM)80.75%
Revenue growth 3Y-8.91%
Revenue growth 5Y4.63%
Sales Q2Q%276.47%
Revenue Next Year0.52%
Revenue Next 2Y1.67%
Revenue Next 3Y-2.65%
Revenue Next 5Y0.08%
EBIT growth 1Y-23.52%
EBIT growth 3Y17.51%
EBIT growth 5Y12.97%
EBIT Next Year67.35%
EBIT Next 3Y20.17%
EBIT Next 5Y13.24%
FCF growth 1Y76.26%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y16.06%
OCF growth 3YN/A
OCF growth 5YN/A
EDP SA / EDP.LS FAQ
Can you provide the ChartMill fundamental rating for EDP SA?
ChartMill assigns a fundamental rating of 3 / 10 to EDP.LS.
What is the valuation status for EDP stock?
ChartMill assigns a valuation rating of 4 / 10 to EDP SA (EDP.LS). This can be considered as Fairly Valued.
How profitable is EDP SA (EDP.LS) stock?
EDP SA (EDP.LS) has a profitability rating of 3 / 10.
Can you provide the expected EPS growth for EDP stock?
The Earnings per Share (EPS) of EDP SA (EDP.LS) is expected to grow by 1.16% in the next year.
Can you provide the dividend sustainability for EDP stock?
The dividend rating of EDP SA (EDP.LS) is 7 / 10 and the dividend payout ratio is 123.3%.