Added to YB: 2025-11-20
Pitch date: 2025-11-18
TTE [bullish]
TotalEnergies SE
+46.8%
current return
Author Info
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Company Info
TotalEnergies SE, an integrated energy company, produces and markets oil and biofuels, natural gas, biogas and low-carbon hydrogen, renewables, and electricity in France, the United States, Europe, Brazil, India, and internationally.
Market Cap
EUR 194.1B
Pitch Price
EUR 54.67
Price Target
N/A
Dividend
4.63%
EV/EBITDA
5.87
P/E
13.52
EV/Sales
1.26
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
TotalEnergies (TTE France): powering up Europe’s grid with a bold move into flexible generation
TTE (quick overview): €5.1B deal for 50% stake in 14GW gas/renewable portfolio from EPH across Europe. Becomes 3rd largest CCGT operator, accelerates iPower profitability by 1yr, targets 12%+ ROIC. 7.6x EV/EBITDA vs peers, funded via 4% equity dilution. Balances renewable growth with flexible gas generation for grid stability.
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