EDP SA (EDP.LS) Fundamental Analysis & Valuation
ELI:EDP • PTEDP0AM0009
4.241 EUR
-0.04 (-0.84%)
Last: Mar 6, 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.
EDP gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 26 industry peers in the Electric Utilities industry. EDP has a bad profitability rating. Also its financial health evaluation is rather negative. EDP is not valued too expensively and it also shows a decent growth rate. Finally EDP also has an excellent dividend rating.
1. EDP.LS Profitability Analysis
1.1 Basic Checks
- In the past year EDP was profitable.
- In the past year EDP had a positive cash flow from operations.
- 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
- Looking at the Return On Assets, with a value of 1.26%, EDP is doing worse than 88.46% of the companies in the same industry.
- EDP has a Return On Equity of 6.06%. This is amonst the worse of the industry: EDP underperforms 84.62% of its industry peers.
- With a Return On Invested Capital value of 2.87%, EDP is not doing good in the industry: 80.77% of the companies in the same industry are doing better.
| 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
- With a Profit Margin value of 4.30%, EDP is not doing good in the industry: 73.08% of the companies in the same industry are doing better.
- In the last couple of years the Profit Margin of EDP has grown nicely.
- EDP has a Operating Margin of 11.77%. This is in the lower half of the industry: EDP underperforms 73.08% of its industry peers.
- In the last couple of years the Operating Margin of EDP has grown nicely.
- The Gross Margin of EDP (42.00%) is worse than 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
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), EDP is destroying value.
- There is no outstanding debt for EDP. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and 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.
- Looking at the Altman-Z score, with a value of 0.83, EDP is doing worse than 80.77% of the companies in the same industry.
- A Debt/Equity ratio of 1.72 is on the high side and indicates that EDP has dependencies on debt financing.
- The Debt to Equity ratio of EDP (1.72) is worse 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
WACC5.32%
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.
- Looking at the Current ratio, with a value of 0.90, EDP is in line with its industry, outperforming 50.00% of the companies in the same industry.
- 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.
- EDP's Quick ratio of 0.84 is in line compared to the rest of the industry. EDP outperforms 53.85% of its industry peers.
| 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.
- EDP shows a strong growth in Revenue. In the last year, the Revenue has grown by 80.75%.
- EDP shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.63% yearly.
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
- EDP is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 4.54% yearly.
- Based on estimates for the next years, EDP will show a small growth in Revenue. The Revenue will grow by 0.08% on average per year.
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. EDP.LS Valuation Analysis
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 8.00, the valuation of EDP can be described as very reasonable.
- Based on the Price/Earnings ratio, EDP is valued cheaper than 100.00% of the companies in the same industry.
- When comparing the Price/Earnings ratio of EDP to the average of the S&P500 Index (26.29), we can say EDP is valued rather cheaply.
- A Price/Forward Earnings ratio of 14.36 indicates a correct valuation of EDP.
- Based on the Price/Forward Earnings ratio, EDP is valued a bit cheaper than 73.08% of the companies in the same industry.
- The average S&P500 Price/Forward Earnings ratio is at 24.57. EDP is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8 | ||
| Fwd PE | 14.36 |
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)6.91
PEG (5Y)1.72
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.
- EDP's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
| 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.
- EDP's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP123.3%
EPS Next 2Y2.15%
EPS Next 3Y3.37%
EDP.LS Fundamentals: All Metrics, Ratios and Statistics
ELI:EDP (3/6/2026, 7:00:00 PM)
4.241
-0.04 (-0.84%)
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 Cap17.74B
Revenue(TTM)27.05B
Net Income(TTM)670.30M
Analysts75.56
Price Target4.7 (10.82%)
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 | ||
| Fwd PE | 14.36 | ||
| P/S | 1.14 | ||
| P/FCF | N/A | ||
| P/OCF | 3.87 | ||
| P/B | 1.6 | ||
| P/tB | 7.36 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.53
EY12.5%
EPS(NY)0.3
Fwd EY6.96%
FCF(TTM)-0.09
FCFYN/A
OCF(TTM)1.1
OCFY25.83%
SpS3.73
BVpS2.64
TBVpS0.58
PEG (NY)6.91
PEG (5Y)1.72
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
WACC5.32%
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%.