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Jefferies bullish on Engie stock amid resilient business and earnings outlook

EditorEmilio Ghigini
Published 08/08/2024, 08:52
ENGIY
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On Thursday, Engie SA (ENGI:FP) (OTC: ENGIY (OTC:ENGIY)) received a positive outlook from investment firm Jefferies, which initiated coverage of the stock with a Buy rating and set a price target of €19.00.

The firm highlighted Engie's potential in the renewable energy sector, noting that the company's stock is currently trading at an undeserved discount compared to its peers.

Jefferies pointed out that there is potential for Engie to narrow this valuation gap, with anticipated improvements in consensus earnings. This expectation is supported by a robust business mix, effective management incentives, and current price dislocation due to French political factors.

The firm's forecasts for Engie's EBIT (Earnings Before Interest and Taxes) and NI (Net Income) for the fiscal years 2024 to 2026 are roughly 5% higher than the market consensus.

The price target set by Jefferies suggests that Engie's stock has significant room to grow, as it implies a forward Price-to-Earnings (P/E) ratio of 10 times for the fiscal year 2025. This valuation presents Engie as an attractive investment, particularly for those looking to engage with the renewable energy market.

In other recent news, Engie SA has been rated a 'Buy' at Stifel due to its appealing valuation multiples. The firm initiated coverage with a positive outlook, highlighting Engie's efforts to simplify its group structure and successful execution of disposals and cost efficiencies. Stifel noted that Engie's shares are currently trading at attractive multiples, with its dividend yield reaching a nearly ten-year peak of 10%.

The firm's analysis also projects Engie's price-to-earnings ratio for 2024 to be below 7 times, a 45% discount to its ten-year average. Similarly, Engie's enterprise value to earnings before interest and taxes (EV/EBIT) for 2024 is expected to be under 9 times, marking a 16% discount. These figures suggest that Engie's shares may be undervalued.

Stifel believes that despite some investor reservations about Engie's leverage, the current valuation presents an attractive risk/reward scenario. These recent developments underline Stifel's confidence in Engie's financial prospects and stock performance.

InvestingPro Insights

Engie SA's (ENGI:FP) (OTC: ENGIY) recent endorsement by Jefferies aligns with several metrics and InvestingPro Tips that suggest a promising outlook for the company. With a market capitalization of $40.02 billion and a low P/E ratio of 7.48, Engie stands out as a value investment. The adjusted P/E ratio for the last twelve months as of Q2 2024 further emphasizes this point, coming in at an even lower 6.45.

InvestingPro Tips highlight that Engie is not only trading at a low earnings multiple but also implies a strong free cash flow yield. This, combined with a significant dividend yield of 4.31% as of 2024, makes it an attractive option for income-focused investors. Moreover, the company is recognized as a prominent player in the Multi-Utilities industry and has been profitable over the last twelve months, which may provide some assurance of its financial stability.

For investors interested in Engie's performance and future potential, there are additional InvestingPro Tips available that delve deeper into the company's outlook. In total, Engie has eight tips listed on InvestingPro, which can be found at https://www.investing.com/pro/ENGIY. These insights could be instrumental in making an informed investment decision, particularly for those drawn to the renewable energy sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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