ETR Entergy Corporation
$112.40
Stable Earnings Power 85%
P/Adj-EPS × Normalized Multiple
Strong · Conviction

Overvalued

Trading 42.8% above fair value

You pay $112.40
Bear $68.89
Fair $78.73
Bull $88.57
Bear $68.89 -38.7% $3.91 × 14x P/E
Fair $78.73 -30.0% $3.91 × 16x P/E
Bull $88.57 -21.2% $3.91 × 18x P/E

Key Value Driver

Normalized P/E multiple (16x base case)

Implied Market Multiple 28.7x

Summary

Our base-case estimate uses a valuation based on adjusted earnings per share and a normalized price-to-earnings multiple. We then blend that result with the average analyst price target of $116.46 from 31 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $78.73 per share.

Warnings

Wall Street's average price target is $116.46 (from 31 analysts). Our estimate is 46% below the consensus -- consider that gap carefully.

Key Risks

  • Growth DCF inappropriate — terminal value assumptions dominate
  • EV/EBITDA misleading for regulated businesses where capex is mandated
  • Regulatory risk is a fat tail not visible in normal multiples