Vtech Holdings Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Vtech Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 6.1% bzw. 2.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 5.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 25.3% betragen.
Wichtige Informationen
6.1%
Wachstumsrate der Gewinne
5.78%
EPS-Wachstumsrate
| Communications Gewinnwachstum | 45.8% |
| Wachstumsrate der Einnahmen | 2.9% |
| Zukünftige Eigenkapitalrendite | 25.33% |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 13 Mar 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Apr 24
303: Future Upside Will Rely On Steady Margins And P E Support
Analysts kept their fair value estimate for Vtech Holdings steady at about HK$73.21 per share, explaining that only minor adjustments to the discount rate and long term P/E assumption did not justify a change in the overall price target. Valuation Changes Fair Value: HK$73.21 remains unchanged, with no revision to the estimated fair value per share.Narrativ-Update • Apr 10
303: Future Upside Will Rely On Stable Margins And Cash Returns
Analysts have adjusted their HK$73.21 price target for Vtech Holdings only marginally, reflecting small tweaks to assumptions around the discount rate, profit margin and future P/E rather than any broad change in view on the company. Valuation Changes Fair Value: HK$73.21 is unchanged, indicating no revision to the central valuation output.Narrativ-Update • Mar 27
303: Future Upside Will Rely On Stable Margins And Cash Returns
Analysts have slightly reduced their fair value estimate for Vtech Holdings to HK$73.21 from HK$73.44, reflecting marginal adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and future P/E, rather than any major change in outlook. Valuation Changes Fair Value: HK$73.44 to HK$73.21, a very small reduction that keeps the estimate broadly in the same range.Narrativ-Update • Mar 12
303: Higher Implied Upside Will Rely On Steady Margins And Cash Returns
Analysts now see Vtech Holdings' fair value at approximately HK$73.44 per share, up from about HK$70.19. This reflects updated assumptions on discount rates and future P/E multiples, while revenue growth and profit margin expectations remain broadly in line with prior estimates.Narrativ-Update • Feb 25
303: Stable Outlook Will Rely On Steady Margins And Consistent Cash Returns
Analysts have kept their fair value estimate for Vtech Holdings broadly aligned with prior levels. This has led to a stable HK$ price target, as only minor tweaks were made to inputs such as the discount rate and assumed future P/E multiple.Narrativ-Update • Feb 09
303: Second Half Recovery Will Support Stable Margins And Undervalued Outlook
Analysts have made only a minor adjustment to their price target for Vtech Holdings, reflecting small updates to inputs such as the discount rate and assumed future P/E while keeping fair value essentially unchanged. What's in the News Vtech Holdings issued earnings guidance for the second half of the 2026 financial year, indicating that sales are anticipated to improve compared with the first half, supported by higher sales of electronic learning products and telecommunications (TEL) products (Key Developments).Analyseartikel • Feb 05
Returns On Capital At Vtech Holdings (HKG:303) Have Stalled
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Narrativ-Update • Jan 23
303: Second Half Sales Recovery Will Support Stronger Profit Outlook
Analysts have kept their fair value estimate for VTech Holdings broadly unchanged at about HK$70.19 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This reflects a view that the stock's risk profile and long term earnings outlook remain broadly consistent with prior expectations.Analyseartikel • Jan 16
What Vtech Holdings Limited's (HKG:303) P/E Is Not Telling You
It's not a stretch to say that Vtech Holdings Limited's ( HKG:303 ) price-to-earnings (or "P/E") ratio of 14.1x right...Narrativ-Update • Jan 09
303: Second Half Sales Recovery Will Support Stronger Profit Outlook
Analysts have trimmed their price target on Vtech Holdings to US$70.19, reflecting slightly higher discount rate assumptions and a more cautious revenue growth outlook, partially offset by a modestly stronger profit margin and essentially unchanged forward P/E expectations. What's in the News Vtech expects second half 2026 sales to improve compared with the first half, supported by higher sales of electronic learning products and telecom products (corporate guidance).Narrativ-Update • Dec 15
303: Second Half Demand Recovery Will Support Renewed Confidence
Narrative Update Analysts have nudged their price target on VTech Holdings slightly higher to approximately $70.19 per share, citing a modestly increased discount rate and a slightly richer assumed future price to earnings multiple, while leaving growth and margin expectations effectively unchanged. What's in the News Issued earnings guidance indicating second half of financial year 2026 sales are expected to improve versus the first half, supported by stronger demand for electronic learning products and telecommunications products (company guidance).Narrativ-Update • Nov 28
303: Improved Earnings Guidance Will Spark Renewed Confidence In Second Half
Analysts have slightly increased their price target for Vtech Holdings from $69.88 to $70.19. They cite revised models that reflect lower revenue growth expectations and a marginal uptick in discount rates, balanced by improved future valuation multiples.Narrativ-Update • Nov 14
303: Strong Second Half Performance Will Drive Improved Revenue Outlook
Analysts have raised their price target for Vtech Holdings from $65.77 to $69.88, citing improved revenue growth and slightly higher expected profit margins as key drivers for their updated outlook. What's in the News Vtech Holdings issued new earnings guidance for the second half and full year 2026.Analyseartikel • Nov 12
Is Vtech Holdings Limited (HKG:303) Trading At A 29% Discount?
Key Insights Vtech Holdings' estimated fair value is HK$92.36 based on 2 Stage Free Cash Flow to Equity Current share...Analyseartikel • Sep 08
Some Confidence Is Lacking In Vtech Holdings Limited's (HKG:303) P/E
It's not a stretch to say that Vtech Holdings Limited's ( HKG:303 ) price-to-earnings (or "P/E") ratio of 12.5x right...Neues Narrativ • Jun 29
Global Manufacturing Shifts And Green Tech Will Build Resilience
Global expansion and manufacturing shifts are set to reduce trade risks and optimize margins, while supporting supply chain resilience and capacity utilization.Analyseartikel • May 22
There May Be Some Bright Spots In Vtech Holdings' (HKG:303) Earnings
The most recent earnings report from Vtech Holdings Limited ( HKG:303 ) was disappointing for shareholders. However...Analyseartikel • Apr 24
The Returns On Capital At Vtech Holdings (HKG:303) Don't Inspire Confidence
If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...Analyseartikel • Mar 05
Vtech Holdings Limited's (HKG:303) Shareholders Might Be Looking For Exit
There wouldn't be many who think Vtech Holdings Limited's ( HKG:303 ) price-to-earnings (or "P/E") ratio of 11.3x is...Analyseartikel • Oct 11
Vtech Holdings (HKG:303) Is Aiming To Keep Up Its Impressive Returns
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Analyseartikel • Jul 16
Estimating The Fair Value Of Vtech Holdings Limited (HKG:303)
Key Insights The projected fair value for Vtech Holdings is HK$71.08 based on Dividend Discount Model Vtech Holdings...Analyseartikel • Jun 28
We Like Vtech Holdings' (HKG:303) Earnings For More Than Just Statutory Profit
The market seemed underwhelmed by last week's earnings announcement from Vtech Holdings Limited ( HKG:303 ) despite the...Analyseartikel • May 22
Why You Should Care About Vtech Holdings' (HKG:303) Strong Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Analyseartikel • Apr 26
Investor Optimism Abounds Vtech Holdings Limited (HKG:303) But Growth Is Lacking
With a median price-to-earnings (or "P/E") ratio of close to 9x in Hong Kong, you could be forgiven for feeling...Analyseartikel • Feb 05
Be Wary Of Vtech Holdings (HKG:303) And Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Analyseartikel • Nov 01
Be Wary Of Vtech Holdings (HKG:303) And Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Analyseartikel • May 15
Returns On Capital Signal Tricky Times Ahead For Vtech Holdings (HKG:303)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Mar 01
Does Vtech Holdings (HKG:303) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Feb 12
Vtech Holdings (HKG:303) May Have Issues Allocating Its Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Analyseartikel • Nov 08
Vtech Holdings (HKG:303) Will Want To Turn Around Its Return Trends
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Analyseartikel • Aug 01
Vtech Holdings (HKG:303) Might Be Having Difficulty Using Its Capital Effectively
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyseartikel • May 23
A Look At The Intrinsic Value Of Vtech Holdings Limited (HKG:303)
Today we will run through one way of estimating the intrinsic value of Vtech Holdings Limited ( HKG:303 ) by projecting...Analyseartikel • Mar 28
Investors Could Be Concerned With Vtech Holdings' (HKG:303) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Analyseartikel • Feb 21
Should You Investigate Vtech Holdings Limited (HKG:303) At HK$64.85?
Vtech Holdings Limited ( HKG:303 ), is not the largest company out there, but it saw a decent share price growth in the...Analyseartikel • Nov 10
When Should You Buy Vtech Holdings Limited (HKG:303)?
While Vtech Holdings Limited ( HKG:303 ) might not be the most widely known stock at the moment, it received a lot of...Analyseartikel • Sep 13
Returns On Capital Signal Tricky Times Ahead For Vtech Holdings (HKG:303)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Analyseartikel • Aug 02
Is There Now An Opportunity In Vtech Holdings Limited (HKG:303)?
Vtech Holdings Limited ( HKG:303 ), might not be a large cap stock, but it saw a double-digit share price rise of over...Analyseartikel • Jul 19
Is Now The Time To Put Vtech Holdings (HKG:303) On Your Watchlist?
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 3/31/2028 | 2,216 | 165 | N/A | 216 | 3 |
| 3/31/2027 | 2,133 | 153 | N/A | 215 | 3 |
| 3/31/2026 | 2,052 | 141 | N/A | 227 | 3 |
| 9/30/2025 | 2,079 | 144 | 174 | 204 | N/A |
| 6/30/2025 | 2,128 | 150 | 185 | 215 | N/A |
| 3/31/2025 | 2,177 | 157 | 196 | 225 | N/A |
| 12/31/2024 | 2,136 | 159 | 215 | 245 | N/A |
| 9/30/2024 | 2,095 | 160 | 234 | 265 | N/A |
| 6/30/2024 | 2,120 | 164 | 278 | 310 | N/A |
| 3/31/2024 | 2,146 | 167 | 323 | 355 | N/A |
| 12/31/2023 | 2,182 | 164 | 291 | 322 | N/A |
| 9/30/2023 | 2,218 | 161 | 259 | 289 | N/A |
| 6/30/2023 | 2,230 | 155 | 235 | 264 | N/A |
| 3/31/2023 | 2,242 | 149 | 211 | 239 | N/A |
| 12/31/2022 | 2,331 | 164 | 212 | 243 | N/A |
| 9/30/2022 | 2,421 | 178 | 213 | 247 | N/A |
| 6/30/2022 | 2,396 | 175 | 158 | 193 | N/A |
| 3/31/2022 | 2,371 | 173 | 104 | 140 | N/A |
| 12/31/2021 | 2,367 | 178 | 118 | 156 | N/A |
| 9/30/2021 | 2,364 | 184 | 132 | 173 | N/A |
| 6/30/2021 | 2,368 | 208 | 182 | 227 | N/A |
| 3/31/2021 | 2,372 | 231 | 232 | 280 | N/A |
| 12/31/2020 | 2,269 | 214 | 201 | 246 | N/A |
| 9/30/2020 | 2,165 | 196 | 170 | 212 | N/A |
| 6/30/2020 | 2,165 | 194 | 186 | 225 | N/A |
| 3/31/2020 | 2,166 | 191 | 202 | 237 | N/A |
| 12/31/2019 | 2,224 | 195 | 211 | 244 | N/A |
| 9/30/2019 | 2,283 | 199 | 220 | 252 | N/A |
| 6/30/2019 | 2,222 | 185 | N/A | 250 | N/A |
| 3/31/2019 | 2,162 | 171 | N/A | 249 | N/A |
| 12/31/2018 | 2,128 | 182 | N/A | 245 | N/A |
| 9/30/2018 | 2,094 | 193 | N/A | 241 | N/A |
| 6/30/2018 | 2,112 | 200 | N/A | 208 | N/A |
| 3/31/2018 | 2,130 | 206 | N/A | 176 | N/A |
| 12/31/2017 | 2,133 | 209 | N/A | 193 | N/A |
| 9/30/2017 | 2,136 | 211 | N/A | 211 | N/A |
| 6/30/2017 | 2,108 | 195 | N/A | 198 | N/A |
| 3/31/2017 | 2,079 | 179 | N/A | 185 | N/A |
| 12/31/2016 | 1,995 | 166 | N/A | 177 | N/A |
| 9/30/2016 | 1,911 | 153 | N/A | 169 | N/A |
| 6/30/2016 | 1,884 | 167 | N/A | 193 | N/A |
| 3/31/2016 | 1,857 | 181 | N/A | 217 | N/A |
| 12/31/2015 | 1,882 | 188 | N/A | 229 | N/A |
| 9/30/2015 | 1,907 | 196 | N/A | 241 | N/A |
| 6/30/2015 | 1,893 | 197 | N/A | 235 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 303Das prognostizierte Gewinnwachstum (6.1% pro Jahr) liegt über der Sparquote (3%).
Ertrag vs. Markt: 303Die Erträge des Unternehmens (6.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Hong Kong (12.5% pro Jahr).
Hohe Wachstumserträge: 303Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: 303Die Einnahmen des Unternehmens (2.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Hong Kong (8.6% pro Jahr).
Hohe Wachstumseinnahmen: 303Die Einnahmen des Unternehmens (2.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 303Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (25.3%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 14:12 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2025/09/30 |
| Jährliche Einnahmen | 2025/03/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Vtech Holdings Limited wird von 15 Analysten beobachtet. 3 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.
| Analyst | Einrichtung |
|---|---|
| Jones Ku | Barclays |
| Xin Li | Citic Securities Co., Ltd. |
| Tak Hung Lau | Citigroup Inc |