Allianz Watchlist

tz-plus logo Big Call Screening: Iberdrola, Allianz, Waste Management, and Mondelez.

M. Springman
Reading Time: 2 minutes

Among the heavyweights in the utility sector, Iberdrola is currently emerging as one of the top bulls. Thanks to its well-developed renewable energy portfolio, Iberdrola has strong prospects to secure long-term electricity supply contracts with industrial and data center customers, which should also positively impact the company's earnings. Fundamentally, Iberdrola is not too expensive, with a P/E ratio of 17.2 for 2027, while the dividend yield of 3.74% is also attractive. Our model portfolio stock Allianz continues to be one of the top bulls...

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