Empresa Distribuidora y Comercializadora Norte Sociedad Anónima (EDN) AI Stock Analysis

NYSE: EDNAI research summary: business, growth, valuation, analysts, bull and bear case.

EDN AI stock analysis summary

AI Research

Empresa Distribuidora y Comercializadora Norte Sociedad Anónima (EDN) is an Argentine regulated electric utility providing power distribution and retail sale services. The company delivered $3.08T in trailing twelve-month revenue with an operating margin of 5.1%. EDN shares trade at a trailing P/E of 4.8x with a market capitalization of $971.0M.

Market cap
$971.0M
Revenue (TTM)
$3.08T
P/E
4.8x
fwd 8.7x
1Y return
8.7%
S&P 500 16.8%
Avg. target
$38.50
88.6% vs last close

Bull case

  • Revenue expanded at a 5-year CAGR of 62.0%, reaching $2.99T in FY2025.
  • Trailing P/E of 4.8x and EV/EBITDA of 2.7x trade at large discounts to peer group medians of 20.6x and 12.1x.
  • Analysts maintain a mean price target of $38.50, pointing to an 88.6% upside from the recent close of $20.41.

Bear case

  • Free cash flow remained negative in FY2025 at -$176.43B, weighed down by $368.47B in capital expenditures.
  • Earnings per share are projected to drop 82.5% to $0.17 for the fiscal year ending December 31, 2026.
  • The stock has dropped 31.9% year-to-date and trades 21.1% below its 200-day moving average.

What Empresa Distribuidora y Comercializadora Norte Sociedad Anónima does

Empresa Distribuidora y Comercializadora Norte Sociedad Anónima, based in Buenos Aires, Argentina, operates primarily in the distribution and retail sale of electricity across the region. Established in 1992, the company provides electricity to residential, commercial, and industrial customers within its service area. It operates as a subsidiary of Empresa de Energía del Cono Sur S.A. In addition to electricity distribution, the company offers retail energy products and services, focusing on energy efficiency and technological advancements.

Growth and profitability

Annual revenue expanded from $688.50B in FY2021 to $2.99T in FY2025, reflecting a 5-year revenue CAGR of 62.0%. Gross margin improved from 12.9% in FY2021 to 22.8% in FY2025, while operating margin shifted from -3.1% to 5.0% over the same timeframe. Net income reached $239.24B in FY2025, compared to -$129.47B in FY2021. For the trailing twelve months, revenue was $3.08T with a net profit margin of 7.2%. In the latest quarter ended June 30, 2026, quarterly revenue grew 10.4% year-over-year, while quarterly earnings declined 74.8%.

EDN income statement →

Balance sheet and cash flow

As of June 30, 2026, the company held $1.27T in cash and short-term investments against total debt of $1.70T, resulting in net debt of $427.96B. Total assets stood at $7.08T against shareholders' equity of $2.75T, generating a debt-to-equity ratio of 0.62 and a current ratio of 1.46. In FY2025, operating cash flow was $192.04B, while capital expenditures reached $368.47B, leading to free cash flow of -$176.43B. The 5-year share count change was -0.0%.

EDN balance sheet →

Valuation and performance

EDN trades at a trailing P/E of 4.8x and a forward P/E of 8.7x, compared to medians of 20.6x and 17.2x for its US-listed Utilities peers. Its enterprise value to EBITDA multiple is 2.7x, below the peer group median of 12.1x. Over the past year, EDN shares gained 8.7%, trailing the S&P 500 (SPY) return of 16.8%. Over a 5-year period, the stock gained 204.2% compared to 83.0% for the index.

EDN key metrics →

What analysts expect

Wall Street coverage includes 1 Strong Buy and 1 Hold recommendation. The mean price target is $38.50, representing an 88.6% premium over the last close of $20.41. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $3.62T and EPS of $0.17, an 82.5% reduction. Over the last 4 quarters, the company beat EPS estimates 4 times. The next earnings date is November 5, 2026.

EDN forecast and price target →

Key risks and what to watch

  • Quarterly earnings fell 74.8% year-over-year in the quarter ended June 30, 2026.
  • Total debt stood at $1.70T against $1.27T in cash, yielding net debt of $427.96B.
  • Operating cash flow declined to $192.04B in FY2025 from $323.50B in FY2024, leaving free cash flow negative.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this EDN AI stock analysis

This page is an AI-written research summary of Empresa Distribuidora y Comercializadora Norte Sociedad Anónima (EDN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: EDN income statement, EDN balance sheet, EDN key metrics, EDN analyst forecast, EDN chart. See the EDN stock overview for the latest quote and news.

EDN AI stock analysis FAQ

What is EDN's price target according to analysts?

The mean analyst price target is $38.50, which is 88.6% above the last close price of $20.41.

Does EDN pay a dividend?

EDN does not report dividend payments.

How did EDN perform in its latest reported quarter?

For the quarter ended June 30, 2026, quarterly revenue rose 10.4% year-over-year, while quarterly earnings declined 74.8%.

What are EDN's debt and liquidity figures?

As of June 30, 2026, EDN had $1.27T in cash and short-term investments, $1.70T in total debt, and a current ratio of 1.46.

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