EDP-Energias De Portugal (STU:EDP) ROCE %: 8.14% (As of Mar. 2026)


STU:EDP EDP-Energias De Portugal SA STU:EDP
69 GF Score
Price €4.50
GF Value €3.77
Valuation Modestly Overvalued
! 11 Warning Signs
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What is EDP-Energias De Portugal ROCE %?

EDP-Energias De Portugal STU:EDP +2.98% 69 ROCE % is 8.14% as of Mar. 2026. GuruFocus rates STU:EDP with a GF Score™ of 69/100 and a GF Value™ of €3.77 (Modestly Overvalued). The stock has 11 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. EDP-Energias De Portugal's annualized ROCE % for the quarter that ended in Mar. 2026 was 8.14%.

EDP-Energias De Portugal  (STU:EDP) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

EDP-Energias De Portugal ROCE % Related Terms

EDP-Energias De Portugal ROCE % Historical Data

* Premium members only.

The historical data trend for EDP-Energias De Portugal's ROCE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

EDP-Energias De Portugal ROCE % Chart

EDP-Energias De Portugal Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.58 6.64 7.23 5.58 7.08

EDP-Energias De Portugal Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROCE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.00 8.86 7.32 6.66 8.14
STU:EDP
69GF Score
EDP-Energias De Portugal SA STU:EDP
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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EDP-Energias De Portugal ROCE % Calculation

EDP-Energias De Portugal's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=3219.019/( ( (56430.816 - 11054.84) + (54956.375 - 9354.952) )/ 2 )
=3219.019/( (45375.976+45601.423)/ 2 )
=3219.019/45488.6995
=7.08 %

EDP-Energias De Portugal's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=3777.62/( ( (54956.375 - 9354.952) + (55639.293 - 8384.053) )/ 2 )
=3777.62/( ( 45601.423 + 47255.24 )/ 2 )
=3777.62/46428.3315
=8.14 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 8.14% mean?
EDP-Energias De Portugal (STU:EDP) has a ROCE % of 8.14% as of Mar. 2026.
Is EDP-Energias De Portugal's ROCE % too high?
EDP-Energias De Portugal's current ROCE % is 8.14%. The Utilities - Regulated industry median ROCE % is 6.91. EDP-Energias De Portugal's value of 8.14% is 17.8% above this industry median. Overall, EDP-Energias De Portugal has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does EDP-Energias De Portugal's ROCE % compare to SRE and AES?
EDP-Energias De Portugal's ROCE % of 8.14% can be compared against companies in the Utilities - Regulated industry. The industry median ROCE % is 6.91. EDP-Energias De Portugal's value of 8.14% is 17.8% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for an Utilities - Regulated company?
The median ROCE % among Utilities - Regulated companies is 6.91, based on 504 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. EDP-Energias De Portugal's current ROCE % of 8.14% is 17.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Utilities - Regulated industry, the median ROCE % is 6.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EDP-Energias De Portugal's current ROCE % is 8.14%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EDP-Energias De Portugal stock overvalued right now?
Based on GuruFocus' analysis, EDP-Energias De Portugal (STU:EDP) is currently considered Modestly Overvalued. The stock's GF Value™ is €3.77, compared to a current price of €4.50 — trading 19.3% above its estimated fair value. The current ROCE % is 8.14% and 17.8% above the Utilities - Regulated industry median of 6.91. EDP-Energias De Portugal's overall GF Score™ is 69/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For EDP-Energias De Portugal (STU:EDP), the current ROCE % is 8.14% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is EDP-Energias De Portugal (STU:EDP) Overvalued in 2026?

Based on GuruFocus' analysis, EDP-Energias De Portugal stock appears to be overvalued. The current stock price of €4.50 is trading 19.3% above its estimated GF Value™ of €3.77. GuruFocus considers EDP-Energias De Portugal to be Modestly Overvalued.

Key valuation signals for STU:EDP:

  • ROCE %: 8.14%
  • GF Value™: €3.77 vs. price of €4.50 (19.3% above fair value)
  • GF Score™: 69/100 with 11 warning signs
  • Industry Position: 17.8% above the Utilities - Regulated median

No single metric tells the full story. See the STU:EDP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

EDP-Energias De Portugal Business Description

Address Avenida 24 de Julho, No. 12, 4th Floor, Lisbon, PRT, 1249-300
EDP is a vertically integrated utility company and is the largest generator, supplier, and distributor of electricity in Portugal. In addition to Portugal, EDP has sizable operations in Spain, Brazil, and the US. EDP owns 71% of EDP Renovaveis, the fourth-largest wind power owner/operator in the world. EDP delisted Energias do Brasil in August 2023 after buying out the 46% minorities.
69GF Score

Get the complete analysis for STU:EDP

ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€4.50
Price
€3.77
GF Value