Tesco PLC

LSE:TSCO Lagerbericht

Marktkapitalisierung: UK£29.5b

Tesco Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Tesco wird ein jährliches Gewinn- und Umsatzwachstum von 6.9% bzw. 2.2% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 8.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.6% betragen.

Wichtige Informationen

6.9%

Wachstumsrate der Gewinne

8.28%

EPS-Wachstumsrate

Consumer Retailing Gewinnwachstum11.1%
Wachstumsrate der Einnahmen2.2%
Zukünftige Eigenkapitalrendite18.60%
Analystenabdeckung

Good

Zuletzt aktualisiert18 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 13

TSCO: Future Upside Will Hinge On Margins And £750m Share Repurchases

Analysts have nudged Tesco's implied fair value higher to around £5.12 per share, reflecting slightly updated assumptions for discount rates, modest revenue growth and profit margins, along with recent upward moves in Street price targets from banks such as JPMorgan, Deutsche Bank and Citi. Analyst Commentary Recent research on Tesco points to a generally constructive stance, with several firms updating their models and price targets to reflect current assumptions on discount rates, margins and revenue trends.
Narrativ-Update Apr 23

TSCO: Future Returns Will Depend On Margins And Share Repurchase Discipline

Analysts have raised the Tesco price target to reflect a fair value estimate of £5.10, supported by slightly firmer profit margin assumptions, a marginally lower discount rate, and a small adjustment to future P/E expectations, even as projected revenue growth is set at a more modest level. Analyst Commentary Recent research on Tesco reflects a mix of confidence in the current setup and attention to execution risks, with several large banks revisiting their fair value assumptions and price targets.
Analyseartikel Apr 19

The Tesco PLC (LON:TSCO) Full-Year Results Are Out And Analysts Have Published New Forecasts

The annual results for Tesco PLC ( LON:TSCO ) were released last week, making it a good time to revisit its...
Narrativ-Update Apr 08

TSCO: Future Returns Will Depend On Margins And Modest Multiple Expectations

Analysts have made a modest upward adjustment to Tesco's price target, reflecting slightly higher fair value estimates around £4.89, a small change to assumed discount rates and growth, and a marginally lower future P/E multiple. Analyst Commentary Recent research updates on Tesco highlight a mix of optimism around fair value and some caution on execution and near term risks.
Narrativ-Update Mar 25

TSCO: Execution On Margins And P E Assumptions Will Guide Future Returns

Tesco's analyst price target has been adjusted to £4.86 from £4.81. Analysts cite updated fair value estimates, a slightly higher assumed P/E multiple, and refined views on revenue growth and profit margin as drivers of the change.
Narrativ-Update Mar 10

TSCO: Store Partnerships And Execution Will Shape Fairly Valued Future Returns

Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue, profit margin and future P/E multiples. Analyst Commentary Recent commentary around Tesco focuses on how the adjusted £4.80 price target lines up with expectations on valuation, execution and growth.
Narrativ-Update Feb 24

TSCO: Execution On Store Partnerships And Margins Will Shape Future Returns

Narrative Update Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly lower discount rate and future P/E assumptions while keeping their broader positive stance on the shares intact. Analyst Commentary Bullish and bearish analysts are reacting to the revised £4.80 price target with a focus on how Tesco can execute against its current valuation, rather than a wholesale change in view on the company.
Narrativ-Update Feb 10

TSCO: Higher Discount Rate Assumptions And Retail Execution Will Shape Future Returns

Analysts have trimmed their average price target on Tesco to £4.80 from £5.00, citing slightly higher discount rate assumptions and only marginal tweaks to growth and margin inputs in their models. Analyst Commentary Recent commentary around Tesco centres on how small model adjustments feed through to valuation, with the average price target easing to £4.80.
Analyseartikel Feb 03

Risks To Shareholder Returns Are Elevated At These Prices For Tesco PLC (LON:TSCO)

There wouldn't be many who think Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 17.9x is worth a...
Narrativ-Update Jan 26

TSCO: Higher Risk Assumptions And Retail Execution Will Shape Future Upside

The latest analyst narrative on Tesco reflects a small reduction in the implied fair value, in line with JPMorgan trimming its price target to £4.80 from £5.00. Analysts are factoring in slightly softer revenue growth assumptions, a marginally higher discount rate, and a modestly lower future P/E multiple.
Analyseartikel Jan 19

Tesco (LON:TSCO) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrativ-Update Jan 12

TSCO: Higher Risk Assumptions And Stable Margins Will Shape Future Upside

Analysts have trimmed their Tesco fair value estimate slightly to £4.80 from about £4.84. They cite a modest reset in discount rate assumptions alongside steady expectations for revenue growth, profit margins and future P/E levels.
Narrativ-Update Dec 15

TSCO: Modest Margin Inflection And Consumer Headwinds Will Shape Near-Term Performance

Analysts have modestly raised their Tesco price target, reflecting a slightly higher fair value estimate of approximately $4.84, up from about $4.70, supported by incremental improvements in revenue growth, profit margin and expected future valuation multiples. Analyst Commentary Analyst opinion on Tesco remains cautiously constructive, with recent price target adjustments reflecting incremental confidence in the group’s ability to execute on its strategy while navigating a still fragile consumer backdrop.
Analyseartikel Dec 04

Is There An Opportunity With Tesco PLC's (LON:TSCO) 30% Undervaluation?

Key Insights The projected fair value for Tesco is UK£6.48 based on 2 Stage Free Cash Flow to Equity Tesco's UK£4.51...
Narrativ-Update Nov 29

TSCO: Earnings Outlook And Upcoming Report Will Define Near-Term Momentum

Tesco’s analyst price target was raised from 400 GBp to 450 GBp, as analysts cited improved earnings forecasts and the company’s placement on a positive catalyst watch in advance of its upcoming results. Analyst Commentary Analyst sentiment on Tesco has become increasingly positive following recent revisions to earnings estimates and a notable upgrade in the company's price target.
Narrativ-Update Nov 15

TSCO: Upgraded Outlook May Drive Momentum Ahead Of Earnings Update

Analysts have increased their price target for Tesco to £4.50 from £4.00, citing stronger than expected earnings estimates and an improved profit outlook. Analyst Commentary Bullish analysts have raised their price targets for Tesco, reflecting increased confidence in the company's outlook.
Analyseartikel Nov 04

These 4 Measures Indicate That Tesco (LON:TSCO) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narrativ-Update Nov 01

TSCO: Upcoming Earnings And Dividend Will Shape Outlook Amid Mixed Sentiment

Tesco's analyst price target has increased from 400 GBp to 450 GBp. Analysts cite stronger earnings estimates and the company being placed on a "Positive Catalyst Watch" ahead of upcoming results. Analyst Commentary Bullish Takeaways Bullish analysts raised Tesco’s price target to 450 GBp, reflecting increased confidence in the company’s growth trajectory and financial performance.
Analyseartikel Oct 20

Tesco PLC's (LON:TSCO) Popularity With Investors Is Under Threat From Overpricing

Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 18.7x might make it look like a sell right now compared...
Narrativ-Update Oct 17

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised, increasing from £4.56 to approximately £4.70 per share. Analysts cite stronger-than-expected earnings forecasts and improved profit margin expectations as their rationale for the update.
Narrativ-Update Oct 03

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco's price target has been raised from 400 GBp to 450 GBp as analysts cite improved earnings forecasts. Estimates are now set well above company guidance.
Narrativ-Update Sep 16

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised from £4.29 to £4.40 as analysts express increased confidence driven by stronger earnings forecasts, anticipated positive catalysts, and sustained operational momentum. Analyst Commentary Bullish analysts are anticipating strong upcoming earnings, with first half and full year estimates raised significantly, placing forecasts comfortably above current guidance.
Narrativ-Update Sep 01

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s fair value estimate was marginally revised upward to £4.29, primarily reflecting a modest increase in its future P/E multiple while revenue growth forecasts remained steady. What's in the News Tractor Supply is expanding its final-mile delivery network by hiring drivers and renting vehicles to serve rural customers more effectively, aiming to boost digital and B2B sales (WSJ).
Analyseartikel Aug 26

Estimating The Fair Value Of Tesco PLC (LON:TSCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tesco fair value estimate is UK£4.72 Tesco's UK£4.26 share...
Analyseartikel Aug 05

Does Tesco (LON:TSCO) Have A Healthy Balance Sheet?

LSE:TSCO 1 Year Share Price vs Fair Value Explore Tesco's Fair Values from the Community and select yours David Iben...
Analyseartikel Jul 18

What Tesco PLC's (LON:TSCO) P/E Is Not Telling You

It's not a stretch to say that Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 16.8x right now seems...
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Neues Narrativ Nov 07

Unleashing Digital Innovation And Premium Products To Outperform In Competitive Markets

Tesco's digital investment and omnichannel expansion are set to drive revenue growth by enhancing convenience and product variety for customers.

Gewinn- und Umsatzwachstumsprognosen

LSE:TSCO - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (GBP Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
2/28/202979,0292,2292,1834,36712
2/29/202876,9492,0961,9854,22514
2/28/202774,9241,9501,8774,00614
2/28/202673,7121,7872,2403,906N/A
11/30/202572,4461,6581,8623,529N/A
8/23/202571,1791,5281,4863,155N/A
5/23/202570,5481,5641,4353,039N/A
2/22/202569,9161,6001,3802,919N/A
11/22/202469,5381,7491,7903,244N/A
8/24/202469,1591,8972,1993,569N/A
5/24/202468,6731,8292,3263,704N/A
2/24/202468,1871,7602,4533,839N/A
11/24/202367,3961,5292,6544,024N/A
8/26/202366,6041,2972,8554,209N/A
5/26/202365,9639782,6643,966N/A
2/25/202365,3226592,4723,722N/A
11/25/202264,3857992,3993,603N/A
8/27/202263,4479382,3263,484N/A
5/27/202262,3961,2302,4533,621N/A
2/26/202261,3441,5212,5793,757N/A
11/26/202160,4651,2441,1882,429N/A
8/28/202159,585966-2041,100N/A
5/28/202158,736747-489851N/A
2/27/202157,887528-775602N/A
11/27/202058,092775-886469N/A
8/29/202058,297833-997336N/A
5/29/202058,194785-1,076192N/A
2/29/202058,091736-1,15648N/A
11/30/201959,390983N/A1,362N/A
8/24/201960,6891,229N/A2,675N/A
5/24/201962,3001,251N/A2,614N/A
2/23/201963,9111,272N/A2,552N/A
11/23/201862,4001,092N/A2,730N/A
8/25/201860,888911N/A2,907N/A
5/25/201859,191952N/A2,856N/A
2/24/201857,493992N/A2,805N/A
11/24/201757,206722N/A2,491N/A
8/26/201756,918451N/A2,176N/A
5/26/201756,418262N/A2,083N/A
2/25/201755,91772N/A1,989N/A
11/25/201655,111164N/A2,334N/A
8/27/201654,305255N/A2,679N/A
5/27/201654,119260N/A2,403N/A
2/27/201653,933265N/A2,126N/A
11/27/201554,979-2,649N/A1,118N/A
8/29/201556,025-5,564N/A109N/A
5/29/201556,475-5,601N/A297N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: TSCODas prognostizierte Gewinnwachstum (6.9% pro Jahr) liegt über der Sparquote (3.4%).

Ertrag vs. Markt: TSCODie Erträge des Unternehmens (6.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt UK (11.4% pro Jahr).

Hohe Wachstumserträge: TSCODie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: TSCODie Einnahmen des Unternehmens (2.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt UK (4.5% pro Jahr).

Hohe Wachstumseinnahmen: TSCODie Einnahmen des Unternehmens (2.2% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: TSCODie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.6%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 11:17
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/02/28
Jährliche Einnahmen2026/02/28

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Tesco PLC wird von 29 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Timothy AttenboroughBanco Santander
James AnsteadBarclays
Matthew ClementsBarclays