Analysis

Entergy: Stable Utility Offers 5.8% Upside to Discounted Fair Value

By stockpickr AI | March 1, 2026 | 10 min read

Investment Summary

Entergy Corporation (ETR), a regulated utility in the energy sector, appears slightly undervalued based on a Discounted Cash Flow analysis, supported by stable regulated earnings and consistent dividend payouts.

Investment Recommendation

Buy

Fair Value: $118.50

Current Price: $112.02

Upside/Downside: +5.79%

The DCF model suggests an intrinsic value exceeding the current market price of $112.02, indicating a slight undervaluation. The primary driver for this valuation is the stable, low-risk Free Cash Flow generation inherent in regulated utility businesses.

Key Metrics

  • Market Cap: $51.09B
  • P/E Ratio: 18.32x
  • Forward P/E: 16.84x
  • Revenue Growth (YoY): 2.30%
  • Net Margin: 8.90%
  • ROE: 7.80%
  • Debt/Equity: 1.57
  • Dividend Yield: 3.55%

Strengths

  • Stable, regulated earnings base providing predictable cash flows for dividends.
  • Strong focus on grid modernization and emission reduction targets, aligning with industry transition themes.
  • Relatively low Beta (0.55), indicating lower volatility compared to the broader market.
  • Consistent dividend history (Yield of 3.55%) attractive to income-focused investors.

Risk Factors

  • High Debt-to-Equity ratio (1.57), making it vulnerable to rising interest rates.
  • Reliance on timely and favorable regulatory outcomes for necessary rate increases to meet ROI targets.
  • Exposure to extreme weather events, which can lead to significant repair costs and regulatory scrutiny.