What changed
$ENB — BUY 📊 | 6 MONTHS THESIS
🎯 latest | Rev $16.6B | EPS $0.98 vs $0.94 🟢
💡 Consensus underappreciates the durability of ENB's transportation and storage earnings, anchored by long-term contracts and regulated returns. The beat reflects operational outperformance that will lead to upward estimate revisions, while the market's focus on macro headwinds (interest rates, energy transition risk) has compressed multiples below...
📉 Reward/risk: 2.4:1
🏢 Business Quality: 8/10 - ENB owns a premier, diversified, and largely contracted energy infrastructure network with stable, fee-based cash flows, high barriers to entry, and a strong dividend track record.
📊 Valuation: cheap - P/E of ~14x based on annualized Q1 EPS, below 5-year average of 17x and peers at 16-18x; dividend yield of ~5.1% near historical highs;...
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/ENB0618