Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066

Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066

ENOยทNYSE

$21.67

-0.18%
UtilitiesRegulated Electric

Entergy Utility Group, Inc. provides and distributes electricity and gas. The company was founded in 1926 and is headquartered in New Orleans, LA.

At a Glance

Live Snapshot
Market Cap$182.81M
EPS3.9800
P/E Ratio5.44
Earnings Date05/01/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is compressed (P/E 5.4).

Valuation inputs: P/E 5.4, earnings yield +18.4%, momentum -0.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +10.4%, ROIC -60.1%).

Profitability stack: net margin +13.6%, ROE +10.4%, ROIC -60.1%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

Medium confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets N/A, momentum -0.2%, net margin +13.6%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Market vs Earnings Trajectory

ENO ยท NYSE

Loading price and EPS data...

Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066

Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Fair Value Envelope

ENO ยท NYSE

Our analysis suggests that ENO has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $21.67, this represents a potential HIDDEN relative to our calculated worth for Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066.

Intrinsic Value
Current Price: $21.67
3Y+1184.0%
5Y+1492.0%
10Y-30.0%
3Y+1198.0%
5Y+1943.0%
10Y+1846.0%
3Y+2643.0%
5Y+3464.0%
10Y+3572.0%
3Y+73.0%
5Y+881.0%
10Y+206.0%
3Y+328.0%
5Y-492.0%
10Y-617.0%
3Y-100.0%
5Y-100.0%
10Y-100.0%
Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066

Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Profit Bridge

ENO ยท NYSE
Revenue12.95B
Cost of Goods Sold (4.30B)
Gross Profit8.65B
Operating Expenses (5.45B)
Operating Income3.20B
Interest Expense (1.41B)
Other Income/Expense-931.00M
Pretax Income2.27B
Income Tax (513.01M)
Net Income1.76B
Net Income
1.76B

Profitability Analysis

Gross Margin

66.8%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

24.7%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

13.6%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

22.6%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.

66.82%
Gross Profit Margin
-3%
3Y+137.0%
5Y+126.0%
10Y+113.0%
24.73%
Operating Profit Margin
11%
3Y+104.0%
5Y+143.0%
10Y+63.0%
13.58%
Net Profit Margin
53%
3Y+111.0%
5Y+74.0%
10Y+89.0%
10.39%
Return on Equity
48%
3Y+14.0%
5Y+28.0%
10Y-3.0%
0.00%
Return on Assets
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
-60.10%
Return on Invested Capital
-164%
3Y-1501.0%
5Y-1758.0%
10Y-1399.0%
ENO

Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Cash Conversion Engine

ENO ยท NYSE
Net Income334.07M
Depreciation & Amortization325.19M
Stock-Based Compensation0.00
Change in Working Capital0.00
Others-31.34M
Capital Expenditures0.00
Free Cash Flow627.91M

Cash Flow Quality Analysis

FCF Conversion Rate

188.0%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

FCF Growth Trend

+380.8%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$0.00

Neutral working capital impact. Changes in current assets and liabilities balanced out.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

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Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Funding & Solvency Profile

ENO ยท NYSE
Cash & Cash Equivalents0.00
Net Receivables0.00
Inventory0.00
Other Current Assets0.00
Total Current Assets0
Property, Plant & Equipment0.00
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets0.00
Total Non-Current Assets0
Total Assets
0.00

Financial Health Analysis

Working Capital

-7189048000

Negative working capital indicates short-term liabilities exceed short-term assetsโ€”potential liquidity stress.

Asset Composition

0% Current

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Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Street Expectations Map

ENO ยท NYSE

No Target Data

No analyst price targets available for eno.

eno

Entergy New Orleans, LLC First Mortgage Bonds, 5.50% Series due April 1, 2066 Insider Positioning

ENO ยท NYSE

During the last 12 months, there has been no insider trading activity reported for ENO.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

1.57%
Dividend Yield
4902%
3Y-
5Y-
10Y-51.0%
ย 

eno Dividend History

ENO
10Y CAGR +0%
Latest $0.344
Annual $1.7189
Stable dividend payments
Last Period: +0%