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Strabag SEInforme acción WBAG:STR

Capitalización bursátil €10.5b
Precio de las acciones
n/a
1Y15.5%
7D3.6%
1D3.5%
Valor de la cartera
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Strabag SE

Informe acción WBAG:STR

Capitalización de mercado: €10.5b

Strabag (STR) Resumen de Acciones

Strabag SE, junto con sus filiales, se dedica a proyectos de construcción en los campos de infraestructuras de transporte, construcción de edificios e ingeniería civil. Saber más

Análisis fundamental de STR
Puntuación del snowflake
Valoración5/6
Crecimiento futuro1/6
Rendimiento pasado3/6
Salud financiera6/6
Dividendos4/6

STR Community Fair Values

Create Narrative

See what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Strabag SE

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Strabag
Precios históricos de las acciones
Precio actual de la acción€91.50
Máximo en las últimas 52 semanas€98.30
Mínimo de 52 semanas€64.50
Beta0.44
Cambio en 1 mes-0.44%
Variación en 3 meses5.17%
Cambio de 1 año15.53%
Variación en 3 años150.34%
Variación en 5 años147.30%
Variación desde la OPV83.37%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 25

STR: International Expansion And Stable Margins Will Drive Future Upside

Strabag's analyst price target is now held at €106.25. Analysts cite largely unchanged fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support maintaining their view.
Actualización de narrativa Jun 06

STR: Backlog Strength And New Contract Wins Will Drive Future Upside

Analysts have inched their price target for Strabag slightly higher to about €106.25 from roughly €105.95, citing small adjustments to discount rate assumptions, revenue growth expectations of around 5.84% and profit margin forecasts near 3.97%, along with a future P/E estimate close to 17.44x. What's in the News Q1 2026 output rose 4% and the order backlog was up 18% year on year, supported by infrastructure demand in Germany, Central and Eastern Europe, and contract wins in Chile and Central Europe.
Actualización de narrativa May 13

STR: Higher Margin Outlook And New Contracts Will Support Future Upside

Analysts have nudged their fair value estimate for Strabag up by €1 to €105.95, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with a recent shift in rating to Accumulate with a €108.90 price target. Analyst Commentary Recent research reflects a more balanced stance on Strabag, with the stock now rated Accumulate and a €108.90 price target.

Recent updates

Actualización de narrativa Jun 25

STR: International Expansion And Stable Margins Will Drive Future Upside

Strabag's analyst price target is now held at €106.25. Analysts cite largely unchanged fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support maintaining their view.
Actualización de narrativa Jun 06

STR: Backlog Strength And New Contract Wins Will Drive Future Upside

Analysts have inched their price target for Strabag slightly higher to about €106.25 from roughly €105.95, citing small adjustments to discount rate assumptions, revenue growth expectations of around 5.84% and profit margin forecasts near 3.97%, along with a future P/E estimate close to 17.44x. What's in the News Q1 2026 output rose 4% and the order backlog was up 18% year on year, supported by infrastructure demand in Germany, Central and Eastern Europe, and contract wins in Chile and Central Europe.
Actualización de narrativa May 13

STR: Higher Margin Outlook And New Contracts Will Support Future Upside

Analysts have nudged their fair value estimate for Strabag up by €1 to €105.95, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with a recent shift in rating to Accumulate with a €108.90 price target. Analyst Commentary Recent research reflects a more balanced stance on Strabag, with the stock now rated Accumulate and a €108.90 price target.
Artículo de análisis May 05

Strabag's (VIE:STR) Promising Earnings May Rest On Soft Foundations

Strabag SE's ( VIE:STR ) stock was strong after they recently reported robust earnings. However, we think that...
Actualización de narrativa Apr 23

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have adjusted their stance on Strabag, lowering the rating to Accumulate and setting a new price target of €108.90, which results in a slightly revised valuation narrative in this update. Analyst Commentary Analysts see the revised €108.90 price target and the move to an Accumulate rating as a sign that Strabag still offers potential, but with a more balanced risk and reward profile than before.
Actualización de narrativa Apr 03

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have updated their stance on Strabag, resulting in a lower analyst rating and a refreshed price target of €108.90 that reflects a slightly higher discount rate and updated assumptions for revenue growth, profit margin and future P/E. Analyst Commentary The latest rating change to Accumulate, alongside a price target of €108.90, indicates that analysts still see upside potential, but with a more measured view on execution and valuation risk.
Actualización de narrativa Mar 19

STR: Raised Margin Guidance And Major Projects Will Support Future Re Rating

Analysts have adjusted their stance on Strabag, with a revised price target of €108.90 that reflects slightly updated assumptions for the discount rate and future P/E, while keeping fair value estimates broadly unchanged. Analyst Commentary Analysts have shifted to a more neutral stance on Strabag, moving to an Accumulate view while setting a price target of €108.90.
Actualización de narrativa Mar 05

STR: Raised Margin Guidance And Order Wins Will Support Future Re Rating

Narrative Update on Strabag The analyst fair value estimate for Strabag has shifted from €98.15 to €104.95. Analysts point to updated assumptions around revenue growth, profit margins and future P/E, alongside a recent downgrade to Accumulate with a €108.90 price target, to explain the change.
Actualización de narrativa Feb 17

STR: Raised Margin Guidance And Order Wins Will Support Measured Upside

Analysts have lifted their price target on Strabag from €91.15 to €98.15, citing updated assumptions for revenue growth, profit margins and future P/E, as well as a refreshed discount rate in their valuation work. What's in the News Strabag issued new guidance for fiscal 2026, targeting an EBIT margin in a range between 5% and 5.5% (corporate guidance).
Actualización de narrativa Feb 03

STR: Pullback And Raised Margin Guidance Will Shape Measured Upside Expectations

Analysts have kept their fair value estimate for Strabag broadly unchanged at €91.15, noting the recent upgrade to Buy with a €95.30 target and the view that the latest pullback offers a more attractive entry point. Analyst Commentary Analysts see the recent call to Buy as a valuation reset rather than a shift in the underlying thesis, framing the current share price against a fair value estimate of €91.15 and a target of €95.30.
Actualización de narrativa Jan 20

STR: Recent Pullback And New €95.30 Reference Will Support Shares

Analysts now see Strabag's fair value at €91.15 with a refreshed P/E assumption of 18.14x, in line with recent Street research that set a €95.30 price target and described the recent pullback as an entry opportunity. Analyst Commentary Recent research points to a reassessment of Strabag's valuation, with the refreshed P/E assumption of 18.14x and the €95.30 fair value view giving investors a clearer anchor for expectations.
Artículo de análisis Jan 12

Here's Why We Think Strabag (VIE:STR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Actualización de narrativa Jan 05

STR: Recent Pullback And 2025 Margin Aims Will Drive Shares Higher

Analysts have raised their price target on Strabag to €95.30 from €91.15, citing the recent share pullback and updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for the change. Analyst Commentary Analysts raising the target to €95.30 are reacting mainly to the recent share pullback and refreshed assumptions around discount rate, revenue growth, profit margin and future P/E.
Artículo de análisis Dec 16

Strabag SE's (VIE:STR) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 11.2x Strabag SE ( VIE:STR ) may be sending bullish signals at the moment...
Actualización de narrativa Dec 14

STR: Recent Pullback And Improved Margins Will Drive Shares Higher

Analysts have modestly raised their price target on Strabag to EUR 95.30 from EUR 91.15, citing an attractive entry point after the recent share price pullback, while core assumptions on growth, margins and valuation multiples remain largely unchanged. Analyst Commentary Analyst updates reflect a broadly constructive stance on Strabag, but with some caution around execution and market conditions.
Actualización de narrativa Nov 28

STR: Improved Margins And Index Inclusion Will Drive Shares Higher

Strabag's analyst price target has been increased to €95.30. Analysts cite an improved profit margin outlook and recommend taking advantage of the recent share price pullback.
Actualización de narrativa Nov 14

STR: Future Upgrades And Index Inclusion Will Drive Bullish Sentiment

Narrative Update on Strabag Analyst Price Target Analysts have raised their price target for Strabag from €89.30 to €91.15. This change is attributed to improved revenue growth forecasts and a recent upgrade following the company's share price pullback.
Artículo de análisis Nov 02

These 4 Measures Indicate That Strabag (VIE:STR) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Oct 11

Return Trends At Strabag (VIE:STR) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Jul 17

Is Now The Time To Put Strabag (VIE:STR) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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Nueva narrativa Feb 09

Declining Residential Construction In Europe Will Hurt Future Earnings

Heavy reliance on public sector contracts creates risk of revenue volatility with potential shifts in public spending priorities.

Rentabilidad de los accionistas

STRAT ConstructionMercado AT
7D3.6%1.3%2.4%
1Y15.5%34.8%35.5%

Rentabilidad vs. Industria: Los resultados de STR fueron inferiores a los de la industria Austrian Construction, que obtuvo un rendimiento del 34.8% el año pasado.

Rentabilidad vs. Mercado: STR obtuvo unos resultados inferiores a los del mercado Austrian, que fueron del 35.5% el año pasado.

Volatilidad de los precios

Is STR's price volatile compared to industry and market?
STR volatility
STR Average Weekly Movement4.8%
Construction Industry Average Movement5.0%
Market Average Movement4.5%
10% most volatile stocks in AT Market7.2%
10% least volatile stocks in AT Market2.6%

Precio estable de las acciones: STR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Austrian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de STR (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
183588,556Stefan Kratochwillwww.strabag.com

Strabag SE, junto con sus filiales, se dedica a proyectos de construcción en los campos de infraestructuras de transporte, construcción de edificios e ingeniería civil. La empresa ofrece servicios de construcción de edificios e ingeniería civil, incluida la construcción de puentes para carreteras, ferrocarriles y canales; instalaciones comerciales e industriales; centrales hidroeléctricas, de almacenamiento, hidráulicas y térmicas; presas de gravedad de hormigón y de terraplén rellenas de tierra y roca; embalses; y sellado exterior de asfalto, sellado de núcleos de asfalto, parques eólicos y subestaciones eléctricas. Ofrece servicios de construcción pública, como edificios administrativos, centros culturales y de eventos, museos, hospitales, centros de rehabilitación, residencias de ancianos, centros educativos, centros de bomberos y rescate e iglesias; tecnologías del agua; elementos prefabricados; y servicios de ingeniería civil que comprenden infraestructuras de transporte, rutas subterráneas, túneles excavados, estructuras de protección, muros de contención, plantas de tratamiento de aguas residuales, instalaciones de tratamiento de aguas y edificios industriales; y construcciones metálicas, tecnologías medioambientales y proyectos de viviendas.

Resumen de fundamentos de Strabag SE

¿Cómo se comparan los beneficios e ingresos de Strabag con su capitalización de mercado?
Estadísticas fundamentales de STR
Capitalización bursátil€10.54b
Beneficios(TTM)€916.28m
Ingresos (TTM)€18.72b
11.5x
Ratio precio-beneficio (PE)
0.6x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de STR
Ingresos€18.72b
Coste de los ingresos€10.99b
Beneficio bruto€7.74b
Otros gastos€6.82b
Beneficios€916.28m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Aug 28, 2026

Beneficios por acción (BPA)7.95
Margen bruto41.33%
Margen de beneficio neto4.89%
Ratio deuda/patrimonio8.1%

¿Cómo se ha desempeñado STR a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.2%
Rentabilidad actual por dividendo
37%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/06 08:37
Precio de las acciones al final del día2026/07/03 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Strabag SE está cubierta por 8 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Marcin WojtalBofA Global Research
Matthias PfeifenbergerDeutsche Bank
Henning EsskuchenErste Group Bank AG