EDP SA (EDP.LS) Stock Fundamental Analysis
ELI:EDP • PTEDP0AM0009
4.516 EUR
+0.12 (+2.73%)
Last: Feb 27, 2026, 07:00 PM
We assign a fundamental rating of 3 out of 10 to EDP. EDP was compared to 26 industry peers in the Electric Utilities industry. EDP has a bad profitability rating. Also its financial health evaluation is rather negative. EDP has a correct valuation and a medium growth rate. EDP also has an excellent dividend rating.
1. Profitability
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.
- Of the past 5 years EDP 4 years had a positive operating cash flow.
1.2 Ratios
- With a Return On Assets value of 1.26%, EDP is not doing good in the industry: 88.46% of the companies in the same industry are doing better.
- With a Return On Equity value of 6.06%, EDP is not doing good in the industry: 84.62% of the companies in the same industry are doing better.
- 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
- EDP's Profit Margin of 4.30% is on the low side compared to the rest of the industry. EDP is outperformed by 73.08% of its industry peers.
- In the last couple of years the Profit Margin of EDP has grown nicely.
- Looking at the Operating Margin, with a value of 11.77%, EDP is doing worse than 73.08% of the companies in the same industry.
- EDP's Operating Margin has improved in the last couple of years.
- With a Gross Margin value of 42.00%, 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 Gross Margin of EDP has grown nicely.
| 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. Health
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
- EDP has an Altman-Z score of 0.84. This is a bad value and indicates that EDP is not financially healthy and even has some risk of bankruptcy.
- The Altman-Z score of EDP (0.84) is worse than 80.77% of its industry peers.
- EDP has a Debt/Equity ratio of 1.72. This is a high value indicating a heavy dependency on external 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 | 0.84 |
ROIC/WACC0.53
WACC5.39%
2.3 Liquidity
- A Current Ratio of 0.90 indicates that EDP may have some problems paying its short term obligations.
- EDP has a Current ratio (0.90) which is in line with its industry peers.
- A Quick Ratio of 0.84 indicates that EDP may have some problems paying its short term obligations.
- EDP has a Quick ratio (0.84) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.9 | ||
| Quick Ratio | 0.84 |
3. Growth
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.
- EDP shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.64% yearly.
- Looking at the last year, EDP shows a very strong growth in Revenue. 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 4.54% on average over the next years.
- EDP is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 0.08% yearly.
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
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
- 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. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 8.52, the valuation of EDP can be described as very reasonable.
- Based on the Price/Earnings ratio, EDP is valued cheaply inside the industry as 100.00% of the companies are valued more expensively.
- When comparing the Price/Earnings ratio of EDP to the average of the S&P500 Index (27.07), we can say EDP is valued rather cheaply.
- Based on the Price/Forward Earnings ratio of 15.29, the valuation of EDP can be described as correct.
- Compared to the rest of the industry, the Price/Forward Earnings ratio of EDP indicates a somewhat cheap valuation: EDP is cheaper than 73.08% of the companies listed in the same industry.
- EDP is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 28.05, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.52 | ||
| Fwd PE | 15.29 |
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 an expensive valuation of the company.
PEG (NY)7.35
PEG (5Y)1.83
EPS Next 2Y2.15%
EPS Next 3Y3.37%
5. Dividend
5.1 Amount
- EDP has a Yearly Dividend Yield of 4.55%, which is a nice return.
- EDP's Dividend Yield is rather good when compared to the industry average which is at 2.95. EDP pays more dividend than 80.77% of the companies 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.
- 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%
ELI:EDP (2/27/2026, 7:00:00 PM)
4.516
+0.12 (+2.73%)
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 Cap18.90B
Revenue(TTM)27.05B
Net Income(TTM)670.30M
Analysts75.56
Price Target4.7 (4.07%)
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 | 8.52 | ||
| Fwd PE | 15.29 | ||
| P/S | 1.21 | ||
| P/FCF | N/A | ||
| P/OCF | 4.12 | ||
| P/B | 1.71 | ||
| P/tB | 7.83 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.53
EY11.74%
EPS(NY)0.3
Fwd EY6.54%
FCF(TTM)-0.09
FCFYN/A
OCF(TTM)1.1
OCFY24.26%
SpS3.73
BVpS2.64
TBVpS0.58
PEG (NY)7.35
PEG (5Y)1.83
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 | 0.84 |
F-Score4
WACC5.39%
ROIC/WACC0.53
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 6 / 10 and the dividend payout ratio is 123.3%.