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1. Company Snapshot

1.a. Company Description

Atlantica Sustainable Infrastructure plc owns, manages, and invests in renewable energy, storage, natural gas and heat, electric transmission lines, and water assets in the United States, Canada, Mexico, Peru, Chile, Colombia, Uruguay, Spain, Italy, Algeria, and South Africa.It owns 39 assets comprising 2,044 megawatts (MW) of aggregate renewable energy installed generation capacity; 343 MW of natural gas-fired power generation capacity; 55 thermal megawatts of district heating capacity; 1,229 miles of electric transmission lines; and 17.5 million cubic feet per day of water desalination assets.The company was formerly known as Atlantica Yield plc and changed its name to Atlantica Sustainable Infrastructure plc in May 2020.


Atlantica Sustainable Infrastructure plc was incorporated in 2013 and is based in Brentford, the United Kingdom.

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1.b. Last Insights on AY

Atlantica Sustainable Infrastructure's recent performance was negatively impacted by the sale of its 42.2% equity interest in the company by Algonquin Power & Utilities Corp., which may have led to a loss of control and potential disruption to its operations. Additionally, the company's acquisition by Energy Capital Partners and co-investors may have created uncertainty among investors. The recent completion of the acquisition by Energy Capital Partners and co-investors may also have contributed to the negative sentiment.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Statkraft to sell Enerfín's activities in Canada to Atlantica Sustainable Infrastructure

Aug -01

Source: globenewswire.com

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Atlantica Announces the Acquisition of a Development Platform in the U.S.

Dec -19

Source: globenewswire.com

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Buy The Dip: A Major Market Reversal Is Likely Coming

Dec -13

Source: seekingalpha.com

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Algonquin Power & Utilities Corp. Completes Sale of Atlantica Sustainable Infrastructure Stake

Dec -12

Source: businesswire.com

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Acquisition by Energy Capital Partners and Co-Investors Approved by the High Court of Justice of England and Wales

Dec -10

Source: globenewswire.com

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Atlantica Sustainable Infrastructure (AY) Q3 Earnings Miss Estimates

Nov -15

Source: zacks.com

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Atlantica Reports Third Quarter 2024 Financial Results

Nov -14

Source: globenewswire.com

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Atlantica Sustainable Infrastructure (AY) Lags Q2 Earnings Estimates

Aug -01

Source: zacks.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.25%)

6. Segments

Renewable Energy

Expected Growth: 7%

Atlantica Sustainable Infrastructure plc's 7% growth in Renewable Energy is driven by increasing global demand for clean energy, declining renewable technology costs, and favorable government policies and incentives. Additionally, the company's diversified portfolio of wind, solar, and hydroelectric assets, as well as its strategic acquisitions and partnerships, contribute to its growth momentum.

Transmission Lines

Expected Growth: 5%

Transmission Lines from Atlantica Sustainable Infrastructure plc's 5% growth is driven by increasing demand for renewable energy, government incentives for grid modernization, and rising electricity consumption. Additionally, the company's strategic acquisitions and expansion into new markets have contributed to its growth. Furthermore, the shift towards decentralized energy generation and the need for efficient transmission infrastructure have created opportunities for the company to capitalize on.

Efficient Natural Gas & Heat

Expected Growth: 4%

Atlantica Sustainable Infrastructure plc's 4% growth in Efficient Natural Gas & Heat is driven by increasing demand for clean energy, government incentives for renewable energy adoption, and strategic acquisitions of existing infrastructure. Additionally, declining costs of natural gas production and increasing efficiency in heat generation contribute to the segment's growth.

Water

Expected Growth: 3%

Atlantica Sustainable Infrastructure's water segment growth is driven by increasing demand for clean water, government initiatives for water infrastructure development, and rising water scarcity concerns. Additionally, the company's focus on sustainable and renewable energy solutions, as well as its strategic acquisitions, contribute to its growth.

7. Detailed Products

Renewable Energy

Atlantica Sustainable Infrastructure plc develops, owns, and operates renewable energy projects, including wind, solar, and hydroelectric power plants.

Transmission Lines

The company designs, builds, and operates high-voltage transmission lines, connecting renewable energy sources to the grid.

Water Infrastructure

Atlantica Sustainable Infrastructure plc develops and operates water treatment and desalination plants, providing clean water for communities and industries.

Energy Storage

The company develops and operates energy storage systems, including batteries and pumped hydro storage facilities.

Waste Management

Atlantica Sustainable Infrastructure plc offers waste management services, including recycling, composting, and landfill management.

8. Atlantica Sustainable Infrastructure plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Atlantica Sustainable Infrastructure plc is medium, as there are some alternative options available for customers, but they are not very attractive.

Bargaining Power Of Customers

The bargaining power of customers for Atlantica Sustainable Infrastructure plc is low, as customers have limited options and the company has a strong market position.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Atlantica Sustainable Infrastructure plc is medium, as suppliers have some negotiating power, but the company has a diversified supply chain.

Threat Of New Entrants

The threat of new entrants for Atlantica Sustainable Infrastructure plc is low, as there are significant barriers to entry and the company has a strong market position.

Intensity Of Rivalry

The intensity of rivalry for Atlantica Sustainable Infrastructure plc is high, as there are several competitors in the market and the company needs to differentiate itself to maintain its market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 79.15%
Debt Cost 7.00%
Equity Weight 20.85%
Equity Cost 8.56%
WACC 7.32%
Leverage 379.64%

11. Quality Control: Atlantica Sustainable Infrastructure plc passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Drax

A-Score: 6.7/10

Value: 8.8

Growth: 8.0

Quality: 5.3

Yield: 5.6

Momentum: 6.0

Volatility: 6.7

1-Year Total Return ->

View Full Report
Stock-Card
BKW

A-Score: 5.9/10

Value: 3.9

Growth: 6.1

Quality: 5.4

Yield: 3.8

Momentum: 7.0

Volatility: 9.3

1-Year Total Return ->

View Full Report
Stock-Card
ERG

A-Score: 5.3/10

Value: 4.0

Growth: 5.2

Quality: 4.8

Yield: 6.9

Momentum: 3.5

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
Fortum

A-Score: 5.3/10

Value: 3.8

Growth: 2.8

Quality: 6.1

Yield: 5.0

Momentum: 7.0

Volatility: 7.0

1-Year Total Return ->

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Stock-Card
Acciona Energías Renovables

A-Score: 5.2/10

Value: 7.3

Growth: 4.8

Quality: 5.3

Yield: 1.2

Momentum: 7.0

Volatility: 5.7

1-Year Total Return ->

View Full Report
Stock-Card
Atlantica Sustainable Infrastructure

A-Score: 4.7/10

Value: 3.5

Growth: 5.1

Quality: 3.9

Yield: 5.6

Momentum: 4.0

Volatility: 6.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

21.99$

Current Price

21.99$

Potential

-0.00%

Expected Cash-Flows