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Stock Analysis & ValuationIberdrola, S.A. (IBE1.DE)

Professional Stock Screener
Previous Close
19.05
Sector Valuation Confidence Level
Moderate
Valuation methodValue, Upside, %
Artificial intelligence (AI)20.789
Intrinsic value (DCF)7.32-62
Graham-Dodd Method7.62-60
Graham Formulan/a

Strategic Investment Analysis

Company Overview

Iberdrola, S.A. (IBE1.DE) is a global leader in renewable energy and utilities, headquartered in Bilbao, Spain. Founded in 1840, the company operates across electricity generation, transmission, distribution, and supply, with a strong focus on sustainability. Iberdrola boasts an installed capacity of 58,320 MW, with over 65% derived from renewable sources, including wind, hydro, solar, and biomass. The company serves 36.11 million customers and manages 1.2 million kilometers of transmission and distribution lines. Iberdrola is at the forefront of the energy transition, investing heavily in green hydrogen, energy storage, and electric vehicle infrastructure. With operations spanning Spain, the UK, the US, Brazil, and other markets, Iberdrola is a key player in the global shift toward clean energy. Its diversified portfolio and commitment to innovation position it as a resilient and forward-looking utility giant.

Investment Summary

Iberdrola presents a compelling investment case due to its dominant position in renewable energy, stable cash flows from regulated assets, and strong growth prospects in green hydrogen and electrification. The company's €102.6B market cap and €44.7B revenue reflect its scale, while its 0.664 beta indicates lower volatility compared to the broader market. However, high total debt (€57.7B) and significant capital expenditures (€8.4B) pose risks, particularly in a rising interest rate environment. The dividend yield (~3.8%) is attractive, but investors should monitor debt sustainability and regulatory pressures in key markets like Spain and the UK. Iberdrola's renewable focus aligns with global decarbonization trends, making it a long-term play on the energy transition.

Competitive Analysis

Iberdrola's competitive advantage stems from its early-mover status in renewables, diversified geographic footprint, and vertically integrated business model. The company's 38,138 MW of renewable capacity (65% of total) gives it a cost and sustainability edge over peers reliant on fossil fuels. Its heavy investments in offshore wind (e.g., UK's East Anglia Hub) and green hydrogen projects further differentiate it. However, competition is intensifying as utilities like Enel and NextEra accelerate their renewable transitions. Iberdrola's regulated asset base (distribution networks in Spain, UK, and Brazil) provides stable cash flows but exposes it to political risks, such as Spain's windfall taxes. The company's scale allows it to secure financing for large projects, but its high leverage could limit flexibility compared to less-indebted rivals. In the US, where Iberdrola operates via Avangrid, it faces stiff competition from NextEra and Dominion in renewable development.

Major Competitors

  • Enel S.p.A. (ENEL.MI): Enel is a global renewable leader with 54.6 GW of green capacity (60% of total), rivaling Iberdrola in scale. Its broader geographic reach (40+ countries) diversifies risk but complicates operations. Enel's higher debt (€69B) and recent dividend cuts signal financial strain, though its Rome-backed ownership provides stability. Like Iberdrola, it faces regulatory headwinds in Southern Europe.
  • NextEra Energy, Inc. (NEE): NextEra dominates the US renewable market with 58 GW of wind/solar capacity. Its Florida-regulated utility (FPL) offers cash flow stability, while its energy arm (NextEra Energy Resources) outpaces Iberdrola in US project development. NextEra's lower leverage (debt-to-capital ~50%) and superior ROE (12% vs. Iberdrola's ~8%) make it a stronger performer, but it lacks Iberdrola's European foothold.
  • E.ON SE (EOAN.DE): E.ON focuses on energy networks (1.5M km of grids) and retail supply (50M customers), differing from Iberdrola's generation-heavy model. Its renewables portfolio (10 GW) is smaller, but its German-regulated assets provide predictable returns. E.ON's recent pivot to digital energy services (e.g., smart meters) could threaten Iberdrola's retail segment in overlapping markets like Spain.
  • Engie S.A. (ENGI.PA): Engie's 40 GW renewable capacity and global gas infrastructure rival Iberdrola's integrated model. Its strength in hydrogen (80+ projects) and nuclear (France) offers diversification, but exposure to gas markets increases volatility. Engie's recent asset sales (e.g., coal exits) mirror Iberdrola's green strategy, though its slower renewable growth (9% CAGR vs. Iberdrola's 12%) lags behind.
  • Duke Energy Corporation (DUK): Duke's US-regulated utilities (7.4M customers) and 11 GW renewables make it a regional counterpart to Iberdrola. Its coal-heavy legacy (17% generation) contrasts with Iberdrola's cleaner mix, but Duke's $145B capex plan (2023-2027) aims to close the gap. Regulatory support in the Carolinas provides stability, yet its limited international presence reduces growth optionality.
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