EDP SA (EDP.LS) Fundamental Analysis & Valuation

ELI:EDP • PTEDP0AM0009

Current stock price

4.71 EUR
0 (0%)
Last:

This EDP.LS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

5

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.
  • In the past 5 years EDP has always been profitable.
  • In the past 5 years EDP always reported a positive cash flow from operatings.
EDP.LS Yearly Net Income VS EBIT VS OCF VS FCFEDP.LS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B -2B 4B -4B

1.2 Ratios

  • With a Return On Assets value of 2.09%, EDP is not doing good in the industry: 85.19% of the companies in the same industry are doing better.
  • EDP has a Return On Equity (10.14%) which is in line with its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.93%, EDP is doing worse than 66.67% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for EDP is below the industry average of 6.09%.
  • The 3 year average ROIC (3.55%) for EDP is below the current ROIC(3.93%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.09%
ROE 10.14%
ROIC 3.93%
ROA(3y)1.73%
ROA(5y)1.53%
ROE(3y)8.44%
ROE(5y)8%
ROIC(3y)3.55%
ROIC(5y)3.12%
EDP.LS Yearly ROA, ROE, ROICEDP.LS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8 10

1.3 Margins

  • EDP has a worse Profit Margin (7.37%) than 77.78% of its industry peers.
  • EDP's Profit Margin has improved in the last couple of years.
  • EDP has a Operating Margin of 17.10%. This is comparable to the rest of the industry: EDP outperforms 44.44% of its industry peers.
  • In the last couple of years the Operating Margin of EDP has grown nicely.
  • EDP's Gross Margin of 44.47% is on the low side compared to the rest of the industry. EDP is outperformed by 70.37% of its industry peers.
  • In the last couple of years the Gross Margin of EDP has grown nicely.
Industry RankSector Rank
OM 17.1%
PM (TTM) 7.37%
GM 44.47%
OM growth 3Y27.74%
OM growth 5Y7.33%
PM growth 3Y30.85%
PM growth 5Y2.75%
GM growth 3Y14.47%
GM growth 5Y1.68%
EDP.LS Yearly Profit, Operating, Gross MarginsEDP.LS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

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2

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.
  • Compared to 1 year ago, EDP has less shares outstanding
  • The number of shares outstanding for EDP has been increased compared to 5 years ago.
  • The debt/assets ratio for EDP is higher compared to a year ago.
EDP.LS Yearly Shares OutstandingEDP.LS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B
EDP.LS Yearly Total Debt VS Total AssetsEDP.LS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B 50B

2.2 Solvency

  • EDP has an Altman-Z score of 0.93. This is a bad value and indicates that EDP is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 0.93, EDP is not doing good in the industry: 77.78% of the companies in the same industry are doing better.
  • A Debt/Equity ratio of 1.78 is on the high side and indicates that EDP has dependencies on debt financing.
  • EDP has a worse Debt to Equity ratio (1.78) than 70.37% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.78
Debt/FCF N/A
Altman-Z 0.93
ROIC/WACC0.73
WACC5.38%
EDP.LS Yearly LT Debt VS Equity VS FCFEDP.LS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B 15B 20B

2.3 Liquidity

  • A Current Ratio of 1.15 indicates that EDP should not have too much problems paying its short term obligations.
  • With a decent Current ratio value of 1.15, EDP is doing good in the industry, outperforming 74.07% of the companies in the same industry.
  • EDP has a Quick Ratio of 1.10. This is a normal value and indicates that EDP is financially healthy and should not expect problems in meeting its short term obligations.
  • The Quick ratio of EDP (1.10) is better than 74.07% of its industry peers.
Industry RankSector Rank
Current Ratio 1.15
Quick Ratio 1.1
EDP.LS Yearly Current Assets VS Current LiabilitesEDP.LS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. EDP.LS Growth Analysis

3.1 Past

  • EDP shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 39.00%, which is quite impressive.
  • EDP shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.88% yearly.
  • EDP shows a small growth in Revenue. In the last year, the Revenue has grown by 4.28%.
  • Measured over the past years, EDP shows a small growth in Revenue. The Revenue has been growing by 4.63% on average per year.
EPS 1Y (TTM)39%
EPS 3Y17.81%
EPS 5Y4.88%
EPS Q2Q%168.57%
Revenue 1Y (TTM)4.28%
Revenue growth 3Y-8.91%
Revenue growth 5Y4.63%
Sales Q2Q%0.43%

3.2 Future

  • The Earnings Per Share is expected to grow by 6.08% on average over the next years.
  • The Revenue is expected to grow by 0.36% on average over the next years.
EPS Next Y6.73%
EPS Next 2Y4.2%
EPS Next 3Y4.78%
EPS Next 5Y6.08%
Revenue Next Year-2.17%
Revenue Next 2Y-0.6%
Revenue Next 3Y3.23%
Revenue Next 5Y0.36%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better 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.
EDP.LS Yearly Revenue VS EstimatesEDP.LS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B 20B
EDP.LS Yearly EPS VS EstimatesEDP.LS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0.1 0.2 0.3

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3

4. EDP.LS Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 16.82 indicates a correct valuation of EDP.
  • Based on the Price/Earnings ratio, EDP is valued a bit cheaper than the industry average as 77.78% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 26.21. EDP is valued slightly cheaper when compared to this.
  • EDP is valuated correctly with a Price/Forward Earnings ratio of 15.87.
  • EDP's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. EDP is cheaper than 70.37% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of EDP to the average of the S&P500 Index (23.13), we can say EDP is valued slightly cheaper.
Industry RankSector Rank
PE 16.82
Fwd PE 15.87
EDP.LS Price Earnings VS Forward Price EarningsEDP.LS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
EDP.LS Per share dataEDP.LS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 2 3

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)2.5
PEG (5Y)3.45
EPS Next 2Y4.2%
EPS Next 3Y4.78%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. EDP.LS Dividend Analysis

5.1 Amount

  • EDP has a Yearly Dividend Yield of 4.60%, which is a nice return.
  • EDP's Dividend Yield is rather good when compared to the industry average which is at 3.08. EDP pays more dividend than 85.19% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, EDP pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.6%

5.2 History

  • The dividend of EDP has a limited annual growth rate of 2.03%.
Dividend Growth(5Y)2.03%
Div Incr Years2
Div Non Decr Years4
EDP.LS Yearly Dividends per shareEDP.LS Yearly Dividends per shareYearly Dividends per share 2019 2020 2021 2022 2023 2024 2025 0.05 0.1 0.15

5.3 Sustainability

  • 71.88% of the earnings are spent on dividend by EDP. This is not a sustainable payout ratio.
  • EDP's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP71.88%
EPS Next 2Y4.2%
EPS Next 3Y4.78%
EDP.LS Yearly Income VS Free CF VS DividendEDP.LS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -2B -4B
EDP.LS Dividend Payout.EDP.LS Dividend Payout, showing the Payout Ratio.EDP.LS Dividend Payout.PayoutRetained Earnings

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EDP.LS Fundamentals: All Metrics, Ratios and Statistics

EDP SA

ELI:EDP (4/7/2026, 10:52:16 AM)

4.71

0 (0%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryElectric Utilities
Earnings (Last)02-25
Earnings (Next)05-07
Inst Owners39.2%
Inst Owner ChangeN/A
Ins Owners6.84%
Ins Owner ChangeN/A
Market Cap19.71B
Revenue(TTM)15.61B
Net Income(TTM)1.15B
Analysts75.56
Price Target4.75 (0.85%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4.6%
Yearly Dividend0.2
Dividend Growth(5Y)2.03%
DP71.88%
Div Incr Years2
Div Non Decr Years4
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-14.96%
Min EPS beat(2)-21.32%
Max EPS beat(2)-8.61%
EPS beat(4)1
Avg EPS beat(4)-0.05%
Min EPS beat(4)-21.32%
Max EPS beat(4)41.44%
EPS beat(8)3
Avg EPS beat(8)-58.01%
EPS beat(12)4
Avg EPS beat(12)-44.91%
EPS beat(16)6
Avg EPS beat(16)-37.47%
Revenue beat(2)2
Avg Revenue beat(2)3.36%
Min Revenue beat(2)1.07%
Max Revenue beat(2)5.65%
Revenue beat(4)4
Avg Revenue beat(4)4.52%
Min Revenue beat(4)1.07%
Max Revenue beat(4)9.98%
Revenue beat(8)4
Avg Revenue beat(8)-9.94%
Revenue beat(12)4
Avg Revenue beat(12)-15.23%
Revenue beat(16)7
Avg Revenue beat(16)-3.64%
PT rev (1m)1.19%
PT rev (3m)3.99%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)-0.33%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0.16%
Revenue NY rev (3m)-3.1%
Valuation
Industry RankSector Rank
PE 16.82
Fwd PE 15.87
P/S 1.26
P/FCF N/A
P/OCF 6.04
P/B 1.74
P/tB 7.41
EV/EBITDA N/A
EPS(TTM)0.28
EY5.94%
EPS(NY)0.3
Fwd EY6.3%
FCF(TTM)-0.24
FCFYN/A
OCF(TTM)0.78
OCFY16.56%
SpS3.73
BVpS2.71
TBVpS0.64
PEG (NY)2.5
PEG (5Y)3.45
Graham Number4.13
Profitability
Industry RankSector Rank
ROA 2.09%
ROE 10.14%
ROCE 5.85%
ROIC 3.93%
ROICexc 4.3%
ROICexgc 5.44%
OM 17.1%
PM (TTM) 7.37%
GM 44.47%
FCFM N/A
ROA(3y)1.73%
ROA(5y)1.53%
ROE(3y)8.44%
ROE(5y)8%
ROIC(3y)3.55%
ROIC(5y)3.12%
ROICexc(3y)3.88%
ROICexc(5y)3.43%
ROICexgc(3y)4.87%
ROICexgc(5y)4.34%
ROCE(3y)5.29%
ROCE(5y)4.65%
ROICexgc growth 3Y10.1%
ROICexgc growth 5Y6.53%
ROICexc growth 3Y11.23%
ROICexc growth 5Y6.97%
OM growth 3Y27.74%
OM growth 5Y7.33%
PM growth 3Y30.85%
PM growth 5Y2.75%
GM growth 3Y14.47%
GM growth 5Y1.68%
F-Score7
Asset Turnover0.28
Health
Industry RankSector Rank
Debt/Equity 1.78
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales 27.45%
Interest Coverage 250
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.15
Quick Ratio 1.1
Altman-Z 0.93
F-Score7
WACC5.38%
ROIC/WACC0.73
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)35.88%
Cap/Sales(5y)31.02%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)39%
EPS 3Y17.81%
EPS 5Y4.88%
EPS Q2Q%168.57%
EPS Next Y6.73%
EPS Next 2Y4.2%
EPS Next 3Y4.78%
EPS Next 5Y6.08%
Revenue 1Y (TTM)4.28%
Revenue growth 3Y-8.91%
Revenue growth 5Y4.63%
Sales Q2Q%0.43%
Revenue Next Year-2.17%
Revenue Next 2Y-0.6%
Revenue Next 3Y3.23%
Revenue Next 5Y0.36%
EBIT growth 1Y37.82%
EBIT growth 3Y16.36%
EBIT growth 5Y12.3%
EBIT Next Year67.11%
EBIT Next 3Y20.75%
EBIT Next 5Y13.63%
FCF growth 1Y43.59%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-22.12%
OCF growth 3Y-4.76%
OCF growth 5Y5.8%

EDP SA / EDP.LS Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for EDP SA?

ChartMill assigns a fundamental rating of 4 / 10 to EDP.LS.


What is the valuation status for EDP stock?

ChartMill assigns a valuation rating of 3 / 10 to EDP SA (EDP.LS). This can be considered as Overvalued.


What is the profitability of EDP stock?

EDP SA (EDP.LS) has a profitability rating of 5 / 10.


What is the valuation of EDP SA based on its PE and PB ratios?

The Price/Earnings (PE) ratio for EDP SA (EDP.LS) is 16.82 and the Price/Book (PB) ratio is 1.74.


What is the financial health of EDP SA (EDP.LS) stock?

The financial health rating of EDP SA (EDP.LS) is 2 / 10.