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TRN:MILTerna S.p.A. Analysis

Data as of 2026-07-03 - not real-time

€10.22

Latest Price

5/10Risk

Risk Level: Medium

Executive Summary

Technical outlook: Terna is trading at €10.22, comfortably above its 20‑day (€10.17) and 50‑day (€10.07) SMAs and the longer‑term 200‑day SMA (€9.46), confirming a bullish price structure. The RSI sits at 55, indicating neutral momentum, while the MACD line has just nudged above its signal line, delivering a bullish histogram signal. Volume is on an upward trend, and the price is holding above the nearest support at €9.64 with resistance near €10.41, suggesting limited downside in the short run.
Fundamental backdrop: Revenues grew 9.6% YoY to €4.10 bn and margins remain robust (gross 81%, operating 45%). The stock yields a solid 3.9% dividend with a 74% payout, but free cash flow is negative, and debt‑to‑equity is high at 173%, flagging balance‑sheet pressure. Valuation appears attractive – the P/E of 18.9 is below the industry average of 21.1 and the DCF‑derived fair value of €11.38 suggests the market is pricing a modest discount. Overall, the blend of a bullish technical setup and a value‑oriented valuation supports a cautiously optimistic stance.

Market Outlook

Short Term

< 1 year
Neutral
Model confidence: 6/10

Key Factors

  • Bullish technical indicators (price above SMAs, MACD bullish)
  • Strong dividend yield providing near‑term income
  • Support level at €9.64 limiting downside risk

Medium Term

1–3 years
Positive
Model confidence: 7/10

Key Factors

  • Revenue growth of ~10% and high operating margins
  • Undervalued relative to peers (P/E below industry average)
  • Attractive dividend yield with reasonable payout ratio

Long Term

> 3 years
Neutral
Model confidence: 6/10

Key Factors

  • Regulated utility business offering stable cash flows
  • High debt load and negative free cash flow posing balance‑sheet risk
  • Sustained dividend policy supporting shareholder returns

Key Metrics & Analysis

Financial Health

Revenue Growth9.60%
Profit Margin27.16%
P/E Ratio18.9
ROE13.33%
ROA4.24%
Debt/Equity173.45
P/B Ratio2.3
Op. Cash Flow€2.5B
Free Cash Flow€-895049984
Industry P/E21.1

Technical Analysis

TrendBullish
RSI55.0
Support€9.64
Resistance€10.41
MA 20€10.17
MA 50€10.07
MA 200€9.46
MACDBullish
VolumeIncreasing
Fear & Greed Index92.59

Valuation

Fair Value€11.38
Target Price€9.77
Upside/Downside-4.38%
GradeUndervalued
TypeBlend
Dividend Yield3.88%

Risk Assessment

Beta0.03
Volatility15.83%
Sector RiskLow
Reg. RiskMedium
Geo RiskMedium
Currency RiskLow
Liquidity RiskLow

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.