EDP SA (EDP.LS) Fundamental Analysis & Valuation

ELI:EDP • PTEDP0AM0009

4.189 EUR
-0.05 (-1.23%)
Last: Mar 9, 2026, 05:36 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership

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

Fundamental Rating

3

EDP gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 27 industry peers in the Electric Utilities industry. EDP has a bad profitability rating. Also its financial health evaluation is rather negative. EDP has a decent growth rate and is not valued too expensively. Finally EDP also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

3

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.
  • Each year in the past 5 years EDP has been profitable.
  • EDP had a positive operating cash flow in 4 of the past 5 years.
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

  • The Return On Assets of EDP (1.26%) is worse than 88.89% of its industry peers.
  • EDP has a Return On Equity of 6.06%. This is amonst the worse of the industry: EDP underperforms 85.19% 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 81.48% of its industry peers.
Industry RankSector 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
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

  • With a Profit Margin value of 4.30%, EDP is not doing good in the industry: 70.37% 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 worse Operating Margin (11.77%) than 70.37% of its industry peers.
  • In the last couple of years the Operating Margin of EDP has grown nicely.
  • With a Gross Margin value of 42.00%, EDP is not doing good in the industry: 70.37% of the companies in the same industry are doing better.
  • In the last couple of years the Gross Margin of EDP has grown nicely.
Industry RankSector 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%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

1

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.
  • 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.
EDP.LS Yearly Shares OutstandingEDP.LS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 10B 20B 30B 40B 50B

2.2 Solvency

  • Based on the Altman-Z score of 0.82, we must say that EDP is in the distress zone and has some risk of bankruptcy.
  • EDP's Altman-Z score of 0.82 is on the low side compared to the rest of the industry. EDP is outperformed by 81.48% 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 Debt to Equity ratio of 1.72. This is in the lower half of the industry: EDP underperforms 66.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.72
Debt/FCF N/A
Altman-Z 0.82
ROIC/WACC0.54
WACC5.32%
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 0 5B 10B 15B 20B

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 of 0.90. This is comparable to the rest of the industry: EDP outperforms 48.15% of 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.
  • EDP has a Quick ratio (0.84) which is in line with its industry peers.
Industry RankSector Rank
Current Ratio 0.9
Quick Ratio 0.84
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 5B 10B 15B

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

5

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 160.92%, which is quite impressive.
  • 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%.
  • 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

  • The Earnings Per Share is expected to grow by 4.95% on average over the next years.
  • Based on estimates for the next years, EDP will show a small growth in Revenue. The Revenue will grow by 0.36% on average per year.
EPS Next Y1.13%
EPS Next 2Y1.43%
EPS Next 3Y2.92%
EPS Next 5Y4.95%
Revenue Next Year-2.32%
Revenue Next 2Y-0.51%
Revenue Next 3Y-0.64%
Revenue Next 5Y0.36%

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.
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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4

4. EDP.LS Valuation Analysis

4.1 Price/Earnings Ratio

  • EDP is valuated cheaply with a Price/Earnings ratio of 7.90.
  • Based on the Price/Earnings ratio, EDP is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
  • EDP is valuated cheaply when we compare the Price/Earnings ratio to 26.29, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 14.12, which indicates a correct valuation of EDP.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of EDP indicates a somewhat cheap valuation: EDP is cheaper than 77.78% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 24.60. EDP is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 7.9
Fwd PE 14.12
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)7
PEG (5Y)1.7
EPS Next 2Y1.43%
EPS Next 3Y2.92%

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

7

5. EDP.LS Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.68%, EDP is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 2.94, EDP pays a better dividend. On top of this EDP pays more dividend than 85.19% 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 RankSector Rank
Dividend Yield 4.68%

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
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

  • 123.30% of the earnings are spent on dividend by EDP. 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 2Y1.43%
EPS Next 3Y2.92%
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 (3/9/2026, 5:36:15 PM)

4.189

-0.05 (-1.23%)

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 Cap17.53B
Revenue(TTM)27.05B
Net Income(TTM)670.30M
Analysts75.56
Price Target4.7 (12.2%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 4.68%
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)0.68%
PT rev (3m)2.11%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-16.8%
EPS NY rev (1m)0.45%
EPS NY rev (3m)-0.33%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-2.04%
Revenue NY rev (1m)-3.25%
Revenue NY rev (3m)-3.28%
Valuation
Industry RankSector Rank
PE 7.9
Fwd PE 14.12
P/S 1.12
P/FCF N/A
P/OCF 3.82
P/B 1.58
P/tB 7.27
EV/EBITDA N/A
EPS(TTM)0.53
EY12.65%
EPS(NY)0.3
Fwd EY7.08%
FCF(TTM)-0.09
FCFYN/A
OCF(TTM)1.1
OCFY26.15%
SpS3.73
BVpS2.64
TBVpS0.58
PEG (NY)7
PEG (5Y)1.7
Graham Number5.61
Profitability
Industry RankSector 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 RankSector 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 0.82
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 Y1.13%
EPS Next 2Y1.43%
EPS Next 3Y2.92%
EPS Next 5Y4.95%
Revenue 1Y (TTM)80.75%
Revenue growth 3Y-8.91%
Revenue growth 5Y4.63%
Sales Q2Q%276.47%
Revenue Next Year-2.32%
Revenue Next 2Y-0.51%
Revenue Next 3Y-0.64%
Revenue Next 5Y0.36%
EBIT growth 1Y-23.52%
EBIT growth 3Y17.51%
EBIT growth 5Y12.97%
EBIT Next Year67.39%
EBIT Next 3Y20.82%
EBIT Next 5Y13.67%
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 1.13% 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%.