1Mon·

Enphase Energy before earnings. $ENPH (+0.64%)


Hello my dears,

Next week there will be figures for Enphase, perhaps an opportunity to start the 🚀 from the bottom upwards.


After a not so good year, I have picked out the estimates for you.

Since the beginning of the year, Vistra $VST (+2.58%) has become one of the top performers thanks to AI and data centers.

Do you see similar potential for Enphase?


According to estimates, it almost looks like it.


Earnings growth until 2026 amounts to 30%, which will reduce the P/E ratio to 19.93 next year


According to the share finder, Enphase is undervalued


EbiT margin: 2024: 21.30%

2025: 30,24%

2026: 34,25%


EbiT: 2024: 303.69 million

2025: 619.40 million

2026: 821.70 million


Turnover: 2024: 1.43 billion

2025: 2.05 billion

2026: 2.40 billion


Earnings per share: 2024: 2.51

2025: 4,60

2026: 5,51


Free cash flow: 2024: 383.76 million

2025: 549.15 million

2026: 679.85 million


Book value per share: 2024: 7.68

2025: 11,09

2026: 16,92


Market capitalization 11.42 billion

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15 Comments

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I'm currently burning my fingers with Enphase. I'm still convinced by the company. But the minus hurts.
2
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According to my strategy, this would be my next purchase, but in view of the disastrous performance I am hesitant at the moment. But of course you're right, it could also pay off to invest now, when sentiment feels like it's at its lowest point.
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For me, energy is not exciting for a long-term investor, because the right technology at the right time is exciting and betting on the right horse requires a lot of knowledge.

I would see other companies as much more stable and exciting in the long term than a final phase.

This is exciting for traders who go deeper into the topic.
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1Mon
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