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Scandinavian Tobacco Group A/SInforme acción CPSE:STG

Capitalización bursátil DKK 6.7b
Precio de las acciones
DKK 85.40
Mi valor justo
KA
kapirey
DKK 93
8.3% infravalorado descuento intrínseco
1Y-15.4%
7D-0.8%
Valor de la cartera
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Scandinavian Tobacco Group A/S

Informe acción CPSE:STG

Capitalización de mercado: DKK 6.7b

Scandinavian Tobacco Group (STG) Resumen de Acciones

Scandinavian Tobacco Group A/S fabrica y vende productos del tabaco en Norteamérica, Europa y a escala internacional. Saber más

Análisis fundamental de STG
Puntuación del snowflake
Valoración5/6
Crecimiento futuro1/6
Rendimiento pasado1/6
Salud financiera4/6
Dividendos4/6

Recompensas

Cotiza un 67.3% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 4.65%

Cotiza a buen valor en comparación con empresas similares e industria

Análisis de riesgos

Tiene un alto nivel de endeudamiento

Grandes partidas extraordinarias que afectan a los resultados financieros


STG Community Fair Values

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Scandinavian Tobacco Group
KA
kapirey
kapirey
Community Contributor

Challenging Future for STG as Organic Sales Decline by 8.8%

Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.
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DKK 93.14
FV
8.3% infravalorado descuento intrínseco
-7.41%
Revenue growth p.a.
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about 1 month ago author updated this narrative
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Scandinavian Tobacco Group
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AnalystConsensusTarget
AnalystConsensusTarget
Consensus Narrative from 3 Analysts

Mac Baren Acquisition And XQS Expansion Will Strengthen Future Prospects

Key Takeaways Strategic acquisitions and investments in new markets are anticipated to drive revenue growth and strengthen market position. Focus on sustainability and operational efficiencies aims to enhance net margins and long-term return on investment.
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DKK 95.00
FV
10.1% infravalorado descuento intrínseco
0.77%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
7 days ago author updated this narrative
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Competidores de Scandinavian Tobacco Group A/S

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Scandinavian Tobacco Group
Precios históricos de las acciones
Precio actual de la acciónDKK 85.40
Máximo en las últimas 52 semanasDKK 111.80
Mínimo de 52 semanasDKK 82.80
Beta0.64
Cambio en 1 mes1.67%
Variación en 3 meses-11.50%
Cambio de 1 año-15.45%
Variación en 3 años-37.48%
Variación en 5 años-8.17%
Variación desde la OPV-14.60%

Noticias y actualizaciones recientes

Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future

May 28
Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future

Scandinavian Tobacco Group's (CPH:STG) Soft Earnings Are Actually Better Than They Appear

May 28
Scandinavian Tobacco Group's (CPH:STG) Soft Earnings Are Actually Better Than They Appear
author-image

Challenging Future for STG as Organic Sales Decline by 8.8%

Reported net sales: DKK 2.0 billion (+1.3% year-over-year).

Recent updates

Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future

May 28
Weekly Picks: 📈 PINS' Multiple Tailwinds, BXB Compounds, and STG's Challenging Future

Scandinavian Tobacco Group's (CPH:STG) Soft Earnings Are Actually Better Than They Appear

May 28
Scandinavian Tobacco Group's (CPH:STG) Soft Earnings Are Actually Better Than They Appear
author-image

Challenging Future for STG as Organic Sales Decline by 8.8%

Reported net sales: DKK 2.0 billion (+1.3% year-over-year).

We Like These Underlying Return On Capital Trends At Scandinavian Tobacco Group (CPH:STG)

May 18
We Like These Underlying Return On Capital Trends At Scandinavian Tobacco Group (CPH:STG)

Scandinavian Tobacco Group (CPH:STG) Is Increasing Its Dividend To DKK8.50

Apr 05
Scandinavian Tobacco Group (CPH:STG) Is Increasing Its Dividend To DKK8.50

Scandinavian Tobacco Group A/S' (CPH:STG) Price Is Right But Growth Is Lacking

Mar 11
Scandinavian Tobacco Group A/S' (CPH:STG) Price Is Right But Growth Is Lacking
author-image

Mac Baren Integration Expected To Generate DKK 150 Million Synergies

Integration of Mac Baren and strategic investments bolster net margins and drive organic growth through cost savings and increased market share.

We Think You Can Look Beyond Scandinavian Tobacco Group's (CPH:STG) Lackluster Earnings

Nov 19
We Think You Can Look Beyond Scandinavian Tobacco Group's (CPH:STG) Lackluster Earnings

Investors Don't See Light At End Of Scandinavian Tobacco Group A/S' (CPH:STG) Tunnel

Nov 14
Investors Don't See Light At End Of Scandinavian Tobacco Group A/S' (CPH:STG) Tunnel

The Scandinavian Tobacco Group A/S (CPH:STG) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Aug 25
The Scandinavian Tobacco Group A/S (CPH:STG) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Is Scandinavian Tobacco Group (CPH:STG) A Risky Investment?

Aug 24
Is Scandinavian Tobacco Group (CPH:STG) A Risky Investment?

Scandinavian Tobacco Group (CPH:STG) Is Experiencing Growth In Returns On Capital

Jul 04
Scandinavian Tobacco Group (CPH:STG) Is Experiencing Growth In Returns On Capital

Scandinavian Tobacco Group A/S' (CPH:STG) Shares Lagging The Market But So Is The Business

May 04
Scandinavian Tobacco Group A/S' (CPH:STG) Shares Lagging The Market But So Is The Business

kr.133 - That's What Analysts Think Scandinavian Tobacco Group A/S (CPH:STG) Is Worth After These Results

Mar 08
kr.133 - That's What Analysts Think Scandinavian Tobacco Group A/S (CPH:STG) Is Worth After These Results

Returns At Scandinavian Tobacco Group (CPH:STG) Are On The Way Up

Mar 07
Returns At Scandinavian Tobacco Group (CPH:STG) Are On The Way Up

Does Scandinavian Tobacco Group (CPH:STG) Have A Healthy Balance Sheet?

Jan 04
Does Scandinavian Tobacco Group (CPH:STG) Have A Healthy Balance Sheet?

Scandinavian Tobacco Group A/S (CPH:STG) Shares Could Be 37% Below Their Intrinsic Value Estimate

Nov 10
Scandinavian Tobacco Group A/S (CPH:STG) Shares Could Be 37% Below Their Intrinsic Value Estimate

Is Scandinavian Tobacco Group (CPH:STG) A Risky Investment?

Aug 16
Is Scandinavian Tobacco Group (CPH:STG) A Risky Investment?

Is There An Opportunity With Scandinavian Tobacco Group A/S' (CPH:STG) 23% Undervaluation?

Jul 05
Is There An Opportunity With Scandinavian Tobacco Group A/S' (CPH:STG) 23% Undervaluation?

Here's Why We Think Scandinavian Tobacco Group (CPH:STG) Might Deserve Your Attention Today

Apr 27
Here's Why We Think Scandinavian Tobacco Group (CPH:STG) Might Deserve Your Attention Today

Scandinavian Tobacco Group (CPH:STG) Is Increasing Its Dividend To DKK8.25

Apr 05
Scandinavian Tobacco Group (CPH:STG) Is Increasing Its Dividend To DKK8.25

Scandinavian Tobacco Group (CPH:STG) Has Announced That It Will Be Increasing Its Dividend To DKK8.25

Mar 12
Scandinavian Tobacco Group (CPH:STG) Has Announced That It Will Be Increasing Its Dividend To DKK8.25

Investors Will Want Scandinavian Tobacco Group's (CPH:STG) Growth In ROCE To Persist

Feb 02
Investors Will Want Scandinavian Tobacco Group's (CPH:STG) Growth In ROCE To Persist

Is Scandinavian Tobacco Group (CPH:STG) Using Too Much Debt?

Dec 09
Is Scandinavian Tobacco Group (CPH:STG) Using Too Much Debt?

What Is Scandinavian Tobacco Group A/S's (CPH:STG) Share Price Doing?

Oct 30
What Is Scandinavian Tobacco Group A/S's (CPH:STG) Share Price Doing?

Returns At Scandinavian Tobacco Group (CPH:STG) Are On The Way Up

Oct 15
Returns At Scandinavian Tobacco Group (CPH:STG) Are On The Way Up

Is Scandinavian Tobacco Group (CPH:STG) Using Too Much Debt?

Aug 02
Is Scandinavian Tobacco Group (CPH:STG) Using Too Much Debt?

Scandinavian Tobacco Group (CPH:STG) Is Doing The Right Things To Multiply Its Share Price

Jun 30
Scandinavian Tobacco Group (CPH:STG) Is Doing The Right Things To Multiply Its Share Price

Is Scandinavian Tobacco Group (CPH:STG) A Risky Investment?

Apr 30
Is Scandinavian Tobacco Group (CPH:STG) A Risky Investment?

Is It Time To Consider Buying Scandinavian Tobacco Group A/S (CPH:STG)?

Apr 12
Is It Time To Consider Buying Scandinavian Tobacco Group A/S (CPH:STG)?

Returns On Capital Are Showing Encouraging Signs At Scandinavian Tobacco Group (CPH:STG)

Feb 01
Returns On Capital Are Showing Encouraging Signs At Scandinavian Tobacco Group (CPH:STG)

Here's Why Scandinavian Tobacco Group (CPH:STG) Can Manage Its Debt Responsibly

Jan 13
Here's Why Scandinavian Tobacco Group (CPH:STG) Can Manage Its Debt Responsibly

Is Now An Opportune Moment To Examine Scandinavian Tobacco Group A/S (CPH:STG)?

Dec 25
Is Now An Opportune Moment To Examine Scandinavian Tobacco Group A/S (CPH:STG)?

Returns On Capital Are Showing Encouraging Signs At Scandinavian Tobacco Group (CPH:STG)

Oct 17
Returns On Capital Are Showing Encouraging Signs At Scandinavian Tobacco Group (CPH:STG)

Does Scandinavian Tobacco Group (CPH:STG) Have A Healthy Balance Sheet?

Sep 29
Does Scandinavian Tobacco Group (CPH:STG) Have A Healthy Balance Sheet?

Rentabilidad de los accionistas

STGDK TobaccoMercado DK
7D-0.8%2.9%-12.3%
1Y-15.4%41.3%-40.8%

Rentabilidad vs. Industria: Los resultados de STG fueron inferiores a los de la industria Danish Tobacco, que obtuvo un rendimiento del 39% el año pasado.

Rentabilidad vs. Mercado: STG superó al mercado Danish, que obtuvo un rendimiento del -38.2% el año pasado.

Volatilidad de los precios

Is STG's price volatile compared to industry and market?
STG volatility
STG Average Weekly Movement4.1%
Tobacco Industry Average Movement3.1%
Market Average Movement4.3%
10% most volatile stocks in DK Market8.8%
10% least volatile stocks in DK Market2.5%

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

Volatilidad a lo largo del tiempo: La volatilidad semanal de STG (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
17509,353Niels Frederiksenwww.st-group.com

Scandinavian Tobacco Group A/S fabrica y vende productos del tabaco en Norteamérica, Europa y a escala internacional. La empresa ofrece tabaco de pipa y de picadura fina, y cigarros liados a máquina y hechos a mano, así como bolsas de nicotina. Comercializa sus productos bajo las marcas Macanudo, CAO, Alec Bradley, Silencio, Cohiba, Punch, Partagas, La Gloria Cubana, Signature, La Paz, Mehari's, Panter, Captain Black, Erinmore, Mac Baren, BREAK, Bali Shag, Tiedemanns, XQS, Ambasciator Italico, Balmoral, Borkum Riff, Bugler, Café Crème, Clan, Cohiba, Colts, Crossroad, Cubero, Escort, Hajenus, Henri Wintermans, Kite, M by Colts, Mercator, Petit, SLS SALSA, Stanwell, Talon, W.Ø.

Resumen de fundamentos de Scandinavian Tobacco Group A/S

¿Cómo se comparan los beneficios e ingresos de Scandinavian Tobacco Group con su capitalización de mercado?
Estadísticas fundamentales de STG
Capitalización bursátilDKK 6.72b
Beneficios(TTM)DKK 866.40m
Ingresos (TTM)DKK 9.23b
7.8x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

¿Está STG sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de STG
IngresosDKK 9.23b
Coste de los ingresosDKK 4.96b
Beneficio brutoDKK 4.26b
Otros gastosDKK 3.40b
BeneficiosDKK 866.40m

Últimos beneficios comunicados

Mar 31, 2025

Próxima fecha de beneficios

Aug 27, 2025

Beneficios por acción (BPA)11.00
Margen bruto46.21%
Margen de beneficio neto9.39%
Ratio deuda/patrimonio51.4%

¿Cómo se ha desempeñado STG a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

10.0%
Rentabilidad actual por dividendo
78%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/07/30 01:09
Precio de las acciones al final del día2025/07/30 00:00
Beneficios2025/03/31
Ingresos anuales2024/12/31

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 tenemos 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

Scandinavian Tobacco Group A/S está cubierta por 8 analistas. 4 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
Andreas LundbergABG Sundal Collier
Niklas EkmanCarnegie Investment Bank AB
Gerry GallagherDeutsche Bank