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Why Enbridge's Low-Risk Customer Base is a Win for Shareholders

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Key Takeaways

  • ENB says 95% of its customers have investment-grade credit, ensuring strong, predictable cash flow.
  • Long-term contracts and high-credit clients shield ENB from energy price volatility and uncertainty.
  • ENB's 6% dividend yield outpaces the sector, backed by decades of consistent shareholder payouts.

Enbridge Inc. (ENB - Free Report) in its first-quarter 2025 update claimed that more than 95% of its customers have an investment-grade credit profile. This means that most of the companies it does business with have been given strong credit ratings by independent agencies like Moody’s or S&P. This indicates how creditworthy their customers are, which in turn signifies clients with high credit ratings will probably never miss payments for the midstream services they are getting from ENB.  Thus, it can be said that the customers' strong financial standing signifies stable and predictable income for Enbridge.

This predictable cash flow is supporting ENB’s stable business model. With most of the contracts being long-term, and the customers having a high credit profile, Enbridge’s overall activities have lower vulnerability to the volatility in oil and natural gas prices and uncertainty in the energy business.

The midstream energy giants' stability in business secures stable and sustainable returns for shareholders. Enbridge has already rewarded shareholders with three decades of consecutive dividend increases. In the coming years, ENB will likely continue to reward its shareholders with attractive dividend yields, backed by its stable business model. Currently, ENB’s dividend yield of almost 6% is higher than the 5.2% yield of the composite stocks belonging to the industry.

Do EPD & KMI Also Have a High-Credit-Profile Customer Base?

Like ENB, both Kinder Morgan (KMI - Free Report) and Enterprise Products Partners LP (EPD - Free Report) have a stable business model and are midstream energy majors. Both KMI and EPD are paying higher dividend yields than the oil-energy sector. While KMI’s current yield of 4.3% is higher than the sector’s 4.1%, EPD rewards unitholders with a 6.8% yield.

Most of the time, both Kinder Morgan and Enterprise Products have been rewarding investors with higher yields than the sector over the past several years. This reflects the midstream players’ stable business model, likely backed by customers with a handsome credit profile.

ENB’s Price Performance, Valuation & Estimates

Shares of Enbridge have gained 37.6% over the past year, outpacing the 34.9% rally of the composite stocks belonging to the industry.

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From a valuation standpoint, ENB trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 15.20X. This is above the broader industry average of 13.93X.

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The Zacks Consensus Estimate for ENB’s 2025 earnings hasn’t been revised over the past seven days.

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ENB currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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Enterprise Products Partners L.P. (EPD) - free report >>

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Kinder Morgan, Inc. (KMI) - free report >>

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