Enel is Europe's largest utility by installed capacity and the global leader in renewable energy deployment. The 2023-2026 strategic plan shifted to 'simplify and focus' — divesting EM assets and rotating capex to Italian and Iberian renewables where returns are clearest. Enel Green Power's global pipeline is unmatched. Rate normalisation benefits regulated utilities with strong asset bases. Dividend yield ~6% attracts income capital.
Thesis reviewed May 29, 2026
Enel SpA is headquartered in Italy, which is currently showing moderate signals.
🇮🇹Italy63NEUTRALView Italy risk detail →🔌Utilities32WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | 36 | +15% | ↓12% | EARLY |
| SO | The Southern Company | 36 | +15% | ↓12% | EARLY |
| EXC | Exelon Corporation | 36 | +10% | ↓12% | NEUTRAL |
| D | Dominion Energy Inc. | 36 | +15% | ↓12% | EARLY |
| SRE | Sempra | 36 | +13% | ↓12% | EARLY |
| DUK | Duke Energy Corporation | 36 | +14% | ↓12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | ↓12% | EARLY |
Investors who hold ENLAY may also have indirect exposure through these country funds.
Enel completes Latin America asset sale program; €15B proceeds exceed target
Enel Green Power secures 4.2GW of new PPA contracts in Spain and Italy
Italian government grid investment plan directly benefits Enel transmission subsidiary
Estimates · Yahoo Finance · Not audited figures