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Legrand SAInforme acción ENXTPA:LR

Capitalización bursátil €39.7b
Precio de las acciones
€151.80
€152.79
0.6% infravalorado descuento intrínseco
1Y57.6%
7D0.8%
Valor de la cartera
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Legrand SA

Informe acción ENXTPA:LR

Capitalización de mercado: €39.7b

Legrand (LR) Resumen de Acciones

Legrand SA, junto con sus filiales, fabrica, distribuye y vende infraestructuras eléctricas y digitales para edificios en Europa, América del Norte y Central, e internacionalmente. Saber más

Análisis fundamental de LR
Puntuación del snowflake
Valoración1/6
Crecimiento futuro2/6
Rendimiento pasado3/6
Salud financiera4/6
Dividendos4/6

LR Community Fair Values

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Community Contributor
CA$5.25FV 1.3% sobrevalorado descuento intrínseco
30989.3%Revenue growth p.a.
770
4
0
18
10d ago

Competidores de Legrand SA

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Legrand
Precios históricos de las acciones
Precio actual de la acción€151.80
Máximo en las últimas 52 semanas€157.35
Mínimo de 52 semanas€97.72
Beta0.97
Cambio en 1 mes15.26%
Variación en 3 meses12.44%
Cambio de 1 año57.63%
Variación en 3 años79.99%
Variación en 5 años77.38%
Variación desde la OPV553.75%

Noticias y actualizaciones recientes

LR: Data Center Demand And Cash Returns Will Shape Balanced Future Expectations

The updated analyst price target for Legrand edges down by about €1 to €153, as analysts factor in a slightly higher discount rate and more neutral recent research, while assumptions for revenue growth and profit margins remain broadly steady. Analyst Commentary Recent Street research on Legrand is mixed, with some bullish analysts lifting price targets and others stepping back to more neutral views.

LR: Data Center Trends And Cash Returns Will Shape Balanced Future Performance

Legrand's analyst fair value estimate has shifted to €154.11 from €142.71, reflecting updated assumptions on revenue growth, margins and future P/E multiples in the context of higher price targets from several firms and valuation driven downgrades from others. Analyst Commentary Recent Street research on Legrand reflects a mix of optimism on upside potential and caution around valuation and end market risks.

Legrand (EPA:LR) Ticks All The Boxes When It Comes To Earnings Growth

Apr 09
Legrand (EPA:LR) Ticks All The Boxes When It Comes To Earnings Growth

LR: AI Hardware Shift Will Test Yet Support Electrical And Digital Infrastructure Cash Generation

Legrand's updated analyst price target edges higher to €176, with mixed revisions across the Street. Some analysts cite valuation concerns and potential risks to low voltage and cooling products, while others maintain more constructive views, supporting a modest recalibration of growth, margin and P/E assumptions.

Recent updates

LR: Data Center Demand And Cash Returns Will Shape Balanced Future Expectations

The updated analyst price target for Legrand edges down by about €1 to €153, as analysts factor in a slightly higher discount rate and more neutral recent research, while assumptions for revenue growth and profit margins remain broadly steady. Analyst Commentary Recent Street research on Legrand is mixed, with some bullish analysts lifting price targets and others stepping back to more neutral views.

LR: Data Center Trends And Cash Returns Will Shape Balanced Future Performance

Legrand's analyst fair value estimate has shifted to €154.11 from €142.71, reflecting updated assumptions on revenue growth, margins and future P/E multiples in the context of higher price targets from several firms and valuation driven downgrades from others. Analyst Commentary Recent Street research on Legrand reflects a mix of optimism on upside potential and caution around valuation and end market risks.

Legrand (EPA:LR) Ticks All The Boxes When It Comes To Earnings Growth

Apr 09
Legrand (EPA:LR) Ticks All The Boxes When It Comes To Earnings Growth

LR: AI Hardware Shift Will Test Yet Support Electrical And Digital Infrastructure Cash Generation

Legrand's updated analyst price target edges higher to €176, with mixed revisions across the Street. Some analysts cite valuation concerns and potential risks to low voltage and cooling products, while others maintain more constructive views, supporting a modest recalibration of growth, margin and P/E assumptions.

LR: Low Voltage And Cooling Risks Will Challenge Optimistic Pricing

Our updated analyst price target for Legrand rises from about €84 to about €120, reflecting Street research that has generally lifted price targets into the €145 to €175 range, while some analysts flag valuation and competitive risks around low voltage and cooling products. Analyst Commentary Street research on Legrand has turned more mixed, with several firms lifting price targets while others highlight valuation and product specific risks.

LR: AI Hardware Shift Will Test Yet Support Future Cash Generation

Our analyst price target for Legrand increases from €167 to €176, reflecting a combination of higher Street targets from several banks and ongoing valuation caution highlighted by recent downgrades to Hold and Neutral. Analyst Commentary Street research on Legrand is mixed, but there is a clear pocket of optimism from bullish analysts who are lifting targets and keeping positive ratings, even as others flag valuation and industry risks.

Legrand (EPA:LR) Has Announced That It Will Be Increasing Its Dividend To €2.38

Feb 15
Legrand (EPA:LR) Has Announced That It Will Be Increasing Its Dividend To €2.38

LR: AI Hardware Shift Will Test Yet Highlight Robust Cash Generation

Analysts have trimmed their stance on Legrand, with recent price targets moving lower to a range of about €126 to €150. This reflects updated views on cash generation and potential pressure on certain low voltage and cooling products linked to artificial intelligence hardware trends.

Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking

Jan 29
Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking

LR: AI Hardware Shift Will Test Yet Support Data Center Cash Generation

Narrative Update on Legrand Analysts have trimmed their price expectations for Legrand, with our updated fair value now reflecting a more cautious stance in line with lower Street targets. These include moves such as Goldman Sachs cutting its target to €126 and Deutsche Bank easing back to €145, as they weigh potential pressure on low voltage and cooling products alongside still supportive views on cash generation.

Is Legrand SA (EPA:LR) Potentially Undervalued?

Jan 16
Is Legrand SA (EPA:LR) Potentially Undervalued?

LR: AI Hardware Shifts Will Test Data Center Cash Generation Thesis

Analysts have trimmed their price expectations for Legrand, citing lower Street targets such as Goldman Sachs cutting its view to €126 from €146 and Deutsche Bank easing to €145 from €150. They say this reflects concerns around exposure to low voltage products and air cooling equipment as artificial intelligence hardware trends evolve.

LR: Expanding Data Center Exposure Will Drive Stronger Long-Term Cash Generation

Our analyst fair value estimate for Legrand has inched up to EUR 167 from EUR 165 as analysts factor in improving cash generation, stronger data center driven growth prospects, and slightly higher expected margins, partially offset by a modestly higher discount rate. Analyst Commentary Recent Street research reflects a generally constructive stance on Legrand, with a series of rating changes and price target revisions clustering around the EUR 150 to EUR 167 range.

We Think Legrand (EPA:LR) Can Manage Its Debt With Ease

Dec 23
We Think Legrand (EPA:LR) Can Manage Its Debt With Ease

LR: Data Center Expansion And Cash Generation Will Support Balanced Future Performance

Legrand's analyst price target has been nudged higher to about EUR 143, reflecting analysts' slightly stronger confidence in the group's cash generation and expanding data center exposure, despite some mixed rating actions around the EUR 150 to EUR 167 target range. Analyst Commentary Recent Street research paints a mixed but generally constructive picture for Legrand, with several target changes and rating moves centering around the EUR 150 to EUR 167 range.

LR: Expanding Data Center Segment Will Support Performance Amidst Rating Shifts

Legrand's analyst fair value price target was modestly reduced from €141.99 to €141.88, as analysts cite continued confidence in cash generation and data center expansion. However, there are slightly tempered profit and margin assumptions.

LR: Data Center Exposure Will Drive Balanced Performance Amid Rating Shifts

Legrand’s analyst price target has been adjusted downward from approximately €143.94 to €141.99. Analysts cite a modest revision in fair value due to evolving sector dynamics and recent rating changes.

Legrand (EPA:LR) Might Have The Makings Of A Multi-Bagger

Oct 28
Legrand (EPA:LR) Might Have The Makings Of A Multi-Bagger

Expanding Data Center Focus Will Drive Future Margin And Earnings Strength

Legrand's analyst price target has increased from €142.33 to €143.94, as analysts point to higher data center exposure and expected margin improvements as key drivers behind the positive outlook. Analyst Commentary Recent analyst actions have reflected growing optimism around Legrand, with upward revisions to price targets and ratings.

Data Center Demand And Electrification Will Unlock Future Value

Legrand's analyst price target has been increased from approximately €134 to €142. This reflects heightened optimism from analysts, driven by stronger data center exposure and recent upgrades in margin and growth assumptions.

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has been raised to €133.99, reflecting analysts’ increased confidence in its fundamentals and market positioning amid positive sector trends and improved earnings expectations. Analyst Commentary JPMorgan resumed coverage with an Overweight rating and added Legrand to its Analyst Focus List, citing upside potential to consensus estimates.

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has risen to €130.94 as analysts cite improved operating performance, stronger revenue growth expectations, robust core market demand, and greater confidence in management execution. Analyst Commentary JPMorgan sees upside to consensus estimates, prompting a resumed Overweight rating and inclusion on its Analyst Focus List.

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target was raised to €129.52, reflecting analysts’ increased conviction from improving operating trends, robust earnings momentum, and a strong balance sheet. Analyst Commentary JPMorgan highlighted upside to consensus estimates, supporting a positive re-rating.

Is It Too Late To Consider Buying Legrand SA (EPA:LR)?

Aug 27
Is It Too Late To Consider Buying Legrand SA (EPA:LR)?

Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Aug 03
Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Some Confidence Is Lacking In Legrand SA's (EPA:LR) P/E

Jul 28
Some Confidence Is Lacking In Legrand SA's (EPA:LR) P/E

Is Legrand (EPA:LR) A Risky Investment?

Jul 13
Is Legrand (EPA:LR) A Risky Investment?

Return Trends At Legrand (EPA:LR) Aren't Appealing

Jun 30
Return Trends At Legrand (EPA:LR) Aren't Appealing

Are Legrand SA (EPA:LR) Investors Paying Above The Intrinsic Value?

Jun 18
Are Legrand SA (EPA:LR) Investors Paying Above The Intrinsic Value?

Legrand's (EPA:LR) Upcoming Dividend Will Be Larger Than Last Year's

May 21
Legrand's (EPA:LR) Upcoming Dividend Will Be Larger Than Last Year's

If EPS Growth Is Important To You, Legrand (EPA:LR) Presents An Opportunity

May 20
If EPS Growth Is Important To You, Legrand (EPA:LR) Presents An Opportunity

Legrand (EPA:LR) Is Paying Out A Larger Dividend Than Last Year

May 07
Legrand (EPA:LR) Is Paying Out A Larger Dividend Than Last Year

Is It Too Late To Consider Buying Legrand SA (EPA:LR)?

May 06
Is It Too Late To Consider Buying Legrand SA (EPA:LR)?
User avatar

Acquisitions And US Datacenter Strategy Drive Growth Amid Global Challenges

Legrand's acquisition strategy, especially in U.S. datacenters, is key to driving future revenue growth and significant sales in high-growth markets.

Rentabilidad de los accionistas

LRFR ElectricalMercado FR
7D0.8%-0.3%-1.2%
1Y57.6%37.6%1.2%

Rentabilidad vs. Industria: LR superó a la industria French Electrical, que obtuvo un rendimiento del 37.6% el año pasado.

Rentabilidad vs. Mercado: LR superó al mercado French, que obtuvo un rendimiento del 1.2% el año pasado.

Volatilidad de los precios

Is LR's price volatile compared to industry and market?
LR volatility
LR Average Weekly Movement4.9%
Electrical Industry Average Movement5.6%
Market Average Movement5.3%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.9%

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

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

Acerca de la empresa

FundadaEmpleadosCEOPágina web
186535,410Benoît Coquartwww.legrand.com

Legrand SA, junto con sus filiales, fabrica, distribuye y vende infraestructuras eléctricas y digitales para edificios en Europa, Norteamérica y Centroamérica, y a escala internacional. La empresa ofrece soluciones de distribución, protección y gestión de la energía, como la carga de vehículos eléctricos, paneles residenciales y de pequeños comercios, cuadros y armarios eléctricos y dispositivos SAI; y dispositivos de cableado, soluciones de control de hogares y edificios conectados y soluciones para habitaciones de huéspedes, así como cajas traseras, de empalme, DCL y de suelo. También ofrece soluciones de seguridad, comunicación y redes, como seguridad de acceso, redes domésticas digitales, alumbrado de emergencia, alarmas contra incendios, redes informáticas, interfonos y porteros automáticos, y sistemas de llamada a enfermeras; conductos y soluciones de gestión de cables que comprenden canalizaciones, conductos, tubos, cajas de suelo, columnas y alimentadores, y soluciones para estaciones de trabajo; Productos industriales: cajas, conexiones, transformadores y fuentes de alimentación, accesorios de señalización y bridas para cables, control y protección de motores, protección por fusibles y enchufes y tomas de corriente industriales, así como productos de control, pulsadores y señalización; accesorios de instalación: accesorios de cableado, alargaderas, tomas de corriente múltiples, bridas y sujetacables, cajas de conexión y terminales; y productos y accesorios de iluminación.

Resumen de fundamentos de Legrand SA

¿Cómo se comparan los beneficios e ingresos de Legrand con su capitalización de mercado?
Estadísticas fundamentales de LR
Capitalización bursátil€39.68b
Beneficios(TTM)€1.24b
Ingresos (TTM)€9.48b
31.9x
Ratio precio-beneficio (PE)
4.2x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de LR
Ingresos€9.48b
Coste de los ingresos€4.66b
Beneficio bruto€4.82b
Otros gastos€3.57b
Beneficios€1.24b

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

May 07, 2026

Beneficios por acción (BPA)4.76
Margen bruto50.83%
Margen de beneficio neto13.13%
Ratio deuda/patrimonio84.1%

¿Cómo se ha desempeñado LR a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

1.6%
Rentabilidad actual por dividendo
50%
Ratio de pagos
¿Cuándo hay que comprar LR para recibir un próximo dividendo?
fechas de dividendos de Legrand
Fecha ex dividendoMay 29 2026
Fecha de pago de dividendosJun 02 2026
Días hasta ex dividendo28 days
Días hasta la fecha de pago de dividendos32 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 03:08
Precio de las acciones al final del día2026/04/30 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 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

Legrand SA está cubierta por 35 analistas. 18 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
Robert BateBarclays
George FeatherstoneBarclays
Philip BullerBerenberg