Engie: 94% Returns Since 2025; Looking At 2026E (Rating Downgrade)

2026-02-07 00:45:49 ET

It's been a very good year for utility investments. I recently covered and updated my thesis on National Grid (NGG), now I'm going to cover and update my thesis on the French company Engie (ENGIY). The reason the other one is before this one is that I go by allocation, and unfortunately, Engie was the smaller allocation of the two. The unfortunate part of that equation is because of the absolutely superb returns that this company has offered since my last two articles in 2024 and 2025. We're talking data/IT level type returns. It's investments like this that confirm my approach to me, where I move as a valuation-oriented investor....

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