SBM Offshore (SBMO) Aktienübersicht
SBM Offshore N.V. bietet schwimmende Produktionslösungen für die Offshore-Energieindustrie weltweit. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 6/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
SBMO Community Fair Values
Create NarrativeSee what 38 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€44.5
FV
27.9% unterbewertet intrinsischer Abschlag15.40%
Revenue growth p.a.
25
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4users have followed this narrative
SBM Offshore N.V. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | €32.08 |
| 52-Wochen-Hoch | €37.38 |
| 52-Wochen-Tief | €20.74 |
| Beta | 0.66 |
| 1 Monat Veränderung | -3.78% |
| 3 Monate Veränderung | -12.73% |
| 1 Jahr Veränderung | 38.75% |
| 3 Jahre Veränderung | 141.93% |
| 5 Jahre Veränderung | 161.45% |
| Veränderung seit IPO | 2,116.62% |
Aktuelle Nachrichten und Updates
Neues Narrativ • Jul 06
Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog
The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.
Narrativ-Update • Jul 03
SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential
Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.
Narrativ-Update • Jun 19
SBMO: Guyana Projects And Buybacks Will Support Future Upside
The analyst price target for SBM Offshore has been revised to €49.61 from €48.96. Analysts attribute the change to updated fair value estimates and refreshed P/E assumptions following recent mixed rating actions on the stock.Recent updates
Neues Narrativ • Jul 06
Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog
The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.Narrativ-Update • Jul 03
SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential
Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.Narrativ-Update • Jun 19
SBMO: Guyana Projects And Buybacks Will Support Future Upside
The analyst price target for SBM Offshore has been revised to €49.61 from €48.96. Analysts attribute the change to updated fair value estimates and refreshed P/E assumptions following recent mixed rating actions on the stock.
Narrativ-Update • Jun 04
SBMO: Project Pipeline And Capital Returns Will Shape Future Risk Reward Balance
Analysts have raised their price target for SBM Offshore to about €37.20 from roughly €31.95, citing updated assumptions around discount rates, revenue trends, margins and future P/E as key drivers behind the change. Analyst Commentary Recent research on SBM Offshore reflects a mixed picture, with some firms lifting price targets while others take a more cautious stance.Narrativ-Update • May 20
SBMO: AEX Inclusion And Guyana Project Pipeline Will Support Future Upside
Analysts have lifted their average price target on SBM Offshore by about €3.70, reflecting updated assumptions around fair value, a higher discount rate, slightly adjusted revenue growth and profit margin expectations, and a higher future P/E multiple, with recent research including both price target increases and downgrades informing this shift. Analyst Commentary Recent research on SBM Offshore reflects a mix of views, but the average price target shift is being shaped in part by a series of bullish adjustments that focus on valuation support and execution on the project pipeline.Narrativ-Update • May 02
SBMO: Buybacks And Mixed Research Signals Will Shape Future Repricing Potential
Analysts have lifted their fair value estimate for SBM Offshore, reflected in a higher price target of €39.64 from €37.57, citing adjusted assumptions on discount rates, revenue growth, margins and future P/E, even as recent research includes both a downgrade and a separate target increase to €37. Analyst Commentary Recent research on SBM Offshore points in different directions, with one firm lifting its price target and another issuing a downgrade.Narrativ-Update • Apr 17
SBMO: AEX Entry And Guyana Contract Progress Will Support Future Upside
Narrative Update The updated analyst price target for SBM Offshore has shifted to €37. This reflects analysts' revised assumptions on fair value, discount rate and growth, alongside recent target increases and upgrades in Street research.Narrativ-Update • Apr 02
SBMO: AEX Promotion And Guyana Project Wins Will Support Earnings Confidence
The updated analyst price target for SBM Offshore has increased slightly to €45.73 from €45.05, with analysts citing recent target increases and rating support from major banks as key factors behind the adjustment. Analyst Commentary Recent Street research points to a more constructive tone around SBM Offshore, with updated price targets and rating changes reflecting growing confidence in how the company is executing on its plans.Narrativ-Update • Mar 19
SBMO: Higher Margin Outlook And Buybacks Will Support Repricing Potential
Analysts have lifted their price target on SBM Offshore to about €37.60 from about €29.50, citing updated assumptions on discount rates, profit margins and future P/E, which offset softer revenue growth expectations. Analyst Commentary Recent research points to a more constructive stance on SBM Offshore, with price targets in the mid to high €30 range and rating upgrades reflecting updated views on valuation and execution risk.Narrativ-Update • Mar 04
SBMO: Higher Multiple Assumptions And Buyback Will Shape Returns
Analysts have lifted their price target on SBM Offshore by €8.12 to €31.95, citing updated assumptions on discount rates, revenue expectations, margins and future P/E that are broadly in line with recent positive research actions from major banks. Analyst Commentary Recent research around SBM Offshore has centred on how current assumptions for discount rates, revenue and margins stack up against the latest valuation work.Narrativ-Update • Feb 18
SBMO: Upgraded Views Will Support Confidence In Earnings Power And Execution
Analysts have nudged their average price target on SBM Offshore higher by about €1 per share, citing refreshed assumptions on fair value, discount rate, profit margins and future P/E following recent target and rating updates from major banks. Analyst Commentary Recent Street research on SBM Offshore points to a more constructive tone, with price targets adjusted higher and at least one upgrade reinforcing confidence in the company’s valuation framework and execution outlook.Narrativ-Update • Feb 04
SBMO: Upgraded Views Will Support Confidence In 2025 Earnings Delivery
Narrative update overview The analyst price target on SBM Offshore has increased by €2.50. Analysts attribute this change to updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E.Analyseartikel • Jan 28
The Market Lifts SBM Offshore N.V. (AMS:SBMO) Shares 26% But It Can Do More
SBM Offshore N.V. ( AMS:SBMO ) shares have continued their recent momentum with a 26% gain in the last month alone. The...Narrativ-Update • Jan 20
SBMO: Higher Fair Value Will Support Confidence In Long-Term Earnings Power
Narrative Update on SBM Offshore Analysts have lifted their fair value estimate for SBM Offshore from €34.77 to €44.92, citing a lower discount rate, adjusted assumptions for revenue growth and profit margins, and a higher future P/E multiple in recent research updates. Analyst Commentary Bullish analysts point to the recent fair value lift to €44.92 as a reflection of updated assumptions on revenue growth, profit margins, and a higher future P/E multiple.Narrativ-Update • Jan 06
SBMO: 2025 Revenue Mix Stability Will Support Repricing Potential
Analysts have slightly lowered their price target for SBM Offshore, with fair value moving from €29.58 to €29.51, reflecting marginal updates to discount rate assumptions and expected profitability. What's in the News SBM Offshore N.V. maintained earnings guidance for the full year 2025, keeping overall directional revenue guidance at above US$5.0b.Narrativ-Update • Dec 23
SBMO: Strong 2025 Earnings Outlook Will Drive Repricing Potential Upward
Analysts have trimmed their price target for SBM Offshore slightly to approximately €29.58 from €29.77. This reflects marginally lower fair value estimates driven by a modest reduction in the assumed discount rate, while views on revenue growth, profit margins, and future valuation multiples remain largely unchanged.Narrativ-Update • Dec 08
SBMO: Strong 2025 Earnings Guidance Will Support Upward Repricing Potential
Analysts have raised their price target on SBM Offshore slightly to €29.77 from €29.79. This reflects expectations of modestly better profit margins and a higher future price to earnings multiple, partially offset by weaker revenue growth assumptions and a marginally higher discount rate.Analyseartikel • Nov 29
Is There An Opportunity With SBM Offshore N.V.'s (AMS:SBMO) 49% Undervaluation?
Key Insights The projected fair value for SBM Offshore is €48.20 based on 2 Stage Free Cash Flow to Equity Current...Narrativ-Update • Nov 24
SBMO: Lower Discount Rate Will Support Upward Repricing Driven By 2025 Earnings Outlook
Analysts have raised their price target for SBM Offshore from €27.87 to €29.79, reflecting updated assumptions regarding discount rates and revenue growth projections. What's in the News SBM Offshore N.V. maintained its earnings guidance for the full year of 2025, signaling confidence in its financial outlook (Key Developments).Analyseartikel • Nov 12
SBM Offshore's (AMS:SBMO) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Narrativ-Update • Nov 10
SBMO: Lower Discount Rate Will Drive Near-Term Upward Repricing Potential
Analysts have slightly increased their price target for SBM Offshore from €27.82 to €27.87. This reflects improved confidence in the company's discount rate and revenue projections.Analyseartikel • Oct 28
It's A Story Of Risk Vs Reward With SBM Offshore N.V. (AMS:SBMO)
When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...Narrativ-Update • Oct 27
Steady Outlook Will Drive Offshore Capacity Expansion And Earnings Momentum
Analysts have maintained their fair value estimate for SBM Offshore at €27.82 per share. They cite minimal changes in underlying assumptions and a stable outlook for the company.Narrativ-Update • Oct 13
Modular Deepwater FPSO Solutions Will Unlock Offshore Opportunities
Analysts have raised their fair value price target for SBM Offshore from €27.45 to €27.82. They cite minor improvements in long-term valuation metrics and a stable profit margin outlook as the reasons for the adjustment.Analyseartikel • Sep 17
SBM Offshore (AMS:SBMO) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Aug 14
There May Be Reason For Hope In SBM Offshore's (AMS:SBMO) Disappointing Earnings
ENXTAM:SBMO 1 Year Share Price vs Fair Value Explore SBM Offshore's Fair Values from the Community and select yours SBM...Analyseartikel • Jul 13
Getting In Cheap On SBM Offshore N.V. (AMS:SBMO) Might Be Difficult
With a price-to-earnings (or "P/E") ratio of 31.4x SBM Offshore N.V. ( AMS:SBMO ) may be sending very bearish signals...
Neues Narrativ • Feb 23
FPSO Expansion And Decarbonization Initiatives Will Improve Future Prospects
SBM Offshore's focus on high-potential FPSO contracts and Fast4Ward projects aims to boost future revenue and cash flow through sustained deepwater demand.Aktionärsrenditen
| SBMO | NL Energy Services | NL Markt | |
|---|---|---|---|
| 7D | 7.1% | 3.4% | -2.8% |
| 1Y | 38.8% | 38.0% | 35.9% |
Rendite im Vergleich zur Industrie: SBMO übertraf die Branche Dutch Energy Services , die im vergangenen Jahr eine Rendite von 38 erzielte.
Rendite vs. Markt: SBMO übertraf den Markt Dutch, der im vergangenen Jahr eine Rendite von 35.9 erzielte.
Preisvolatilität
| SBMO volatility | |
|---|---|
| SBMO Average Weekly Movement | 4.2% |
| Energy Services Industry Average Movement | 5.3% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 7.1% |
| 10% least volatile stocks in NL Market | 2.2% |
Stabiler Aktienkurs: SBMO hatte in den letzten 3 Monaten im Vergleich zum Dutch -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: SBMODie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1862 | 6,784 | Oivind Tangen | www.sbmoffshore.com |
SBM Offshore N.V. bietet weltweit schwimmende Produktionslösungen für die Offshore-Energieindustrie an. Das Unternehmen ist in zwei Segmenten tätig: Lease and Operate und Turnkey. SBM Offshore N.V. beschäftigt sich mit der Konstruktion, der Lieferung, der Installation, dem Betrieb, der Demobilisierung und der Verlängerung der Lebensdauer von schwimmenden Produktions-, Lager- und Entladungsschiffen (FPSO).
SBM Offshore N.V.'s Grundlagenzusammenfassung
| SBMO grundlegende Statistiken | |
|---|---|
| Marktanteil | €5.54b |
| Gewinn(TTM) | €807.12m |
| Umsatz(TTM) | €5.17b |
6.7x
Kurs-Gewinn-Verhältnis 1.0x
Kurs-Umsatz-VerhältnisIst SBMO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| SBMO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$5.90b |
| Kosten der Einnahmen | US$3.88b |
| Bruttogewinn | US$2.02b |
| Sonstige Ausgaben | US$1.10b |
| Gewinn | US$922.00m |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
Aug 06, 2026
| Gewinn per Aktie (EPS) | 5.45 |
| Bruttomarge | 34.20% |
| Nettogewinnspanne | 15.62% |
| Schulden/Eigenkapital-Verhältnis | 139.5% |
Wie hat sich SBMO auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
3.2%
Aktuelle Dividendenrendite22%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/09 17:40 |
| Aktienkurs zum Tagesende | 2026/07/09 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
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 |
|
|
| 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
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
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
SBM Offshore N.V. wird von 21 Analysten beobachtet. 5 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 |
|---|---|
| Lucy Haskins | Barclays |
| Michael Pickup | Barclays |
| Guillaume Delaby | Bernstein |