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Repsol (ES:REP)
BME:REP
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Repsol (REP) AI Stock Analysis

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ES:REP

Repsol

(BME:REP)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
€29.00
▲(13.55% Upside)
Action:Reiterated
Date:07/24/26
The score is driven primarily by improved financial performance (rebounding revenue/margins and better balance-sheet metrics), supported by reasonable valuation (P/E ~12.1 and ~4.0% dividend yield). Technicals are constructive but capped by overbought momentum signals (RSI ~78.7, Stoch ~97.4), which raise near-term pullback risk.
Positive Factors
Integrated, diversified business model
Repsol’s integrated model spans upstream, refining, chemicals, trading and renewables, providing multiple cash sources and vertical margin capture. This structural diversification reduces single-market dependence and supports resilience and capital allocation flexibility over the medium term.
Negative Factors
Weak cash conversion of reported earnings
FCF equal to only ~25% of net income shows a persistent gap between accounting profits and cash reality. Low cash conversion constrains dividends, capex funding and re-investment without external financing, and increases sensitivity to working-capital swings over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated, diversified business model
Repsol’s integrated model spans upstream, refining, chemicals, trading and renewables, providing multiple cash sources and vertical margin capture. This structural diversification reduces single-market dependence and supports resilience and capital allocation flexibility over the medium term.
Read all positive factors

Repsol (REP) vs. iShares MSCI Spain ETF (EWP)

Repsol Business Overview & Revenue Model

Company Description
Repsol, S.A. is a global integrated energy corporation, headquartered in Madrid, Spain, and established in 1927. Its operations span the entire energy value chain, structured into three primary segments. The Exploration and Production division foc...
How the Company Makes Money
Repsol makes money primarily through a diversified set of revenue streams across upstream and downstream energy operations, with additional contributions from power and other low-carbon activities. Upstream (Exploration & Production): Repsol gener...

Repsol Financial Statement Overview

Summary
Financials show a rebound with TTM revenue up 8.6%, improved margins, better ROE (~10.2%), and lower total debt versus 2025. Offsetting this, results remain below the stronger 2021–2022 cycle and cash-flow quality is weaker (FCF only ~25% of net income), indicating a more volatile, commodity-sensitive earnings and cash profile.
Income Statement
68
Positive
Balance Sheet
70
Positive
Cash Flow
61
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue60.87B54.86B57.12B58.95B69.29B49.74B
Gross Profit13.36B7.37B7.75B9.47B16.11B10.10B
EBITDA8.29B5.19B5.61B7.22B9.93B6.74B
Net Income3.50B1.90B1.76B3.17B4.25B2.50B
Balance Sheet
Total Assets62.64B59.43B63.19B61.63B59.96B56.25B
Cash, Cash Equivalents and Short-Term Investments8.02B7.98B6.43B8.87B9.01B7.84B
Total Debt12.79B16.47B12.19B10.56B13.36B14.49B
Total Liabilities33.78B31.81B34.09B32.56B33.99B33.46B
Stockholders Equity26.29B25.14B26.49B26.20B25.29B22.41B
Cash Flow
Free Cash Flow1.82B1.21B240.00M2.22B4.30B2.77B
Operating Cash Flow5.55B4.96B4.96B6.51B7.83B4.68B
Investing Cash Flow-4.96B-4.95B-2.69B-5.85B-4.10B-2.93B
Financing Cash Flow-1.02B-1.28B-1.64B-3.05B-2.83B-529.00M

Repsol Technical Analysis

Technical Analysis Sentiment
Positive
Last Price25.54
Price Trends
50DMA
22.88
Positive
100DMA
22.49
Positive
200DMA
19.27
Positive
Market Momentum
MACD
1.03
Negative
RSI
70.79
Negative
STOCH
89.21
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ES:REP, the sentiment is Positive. The current price of 25.54 is above the 20-day moving average (MA) of 24.59, above the 50-day MA of 22.88, and above the 200-day MA of 19.27, indicating a bullish trend. The MACD of 1.03 indicates Negative momentum. The RSI at 70.79 is Negative, neither overbought nor oversold. The STOCH value of 89.21 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ES:REP.

Repsol Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
€27.82B13.1623.71%5.95%
71
Outperform
€43.58B16.8131.00%3.87%-1.29%26.14%
69
Neutral
€28.87B8.5114.10%4.07%10.40%396.76%
62
Neutral
€136.18B19.1213.55%3.23%0.95%33.17%
60
Neutral
€13.04B16.1917.35%2.28%7.62%-56.65%
60
Neutral
€4.42B20.189.55%5.69%3.44%156.60%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ES:REP
Repsol
26.38
14.05
113.93%
ES:ANA
Acciona
238.60
75.11
45.94%
ES:ENG
Enagas SA
16.92
4.31
34.20%
ES:ELE
Endesa SA
42.36
17.64
71.39%
ES:NTGY
Naturgy Energy Group, S.A.
28.96
2.50
9.46%
ES:IBE
Iberdrola
20.65
5.56
36.89%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026