Carmila S.A.

Informe acción ENXTPA:CARM

Capitalización de mercado: €2.3b

Carmila Crecimiento futuro

Future controles de criterios 2/6

Se prevé que los ingresos de Carmila disminuyan en un 5.4% al año, mientras que se espera que sus beneficios anuales crezcan en un 18.5% al año. Se prevé que el BPA crezca en un 15.8% anual. Se prevé que la rentabilidad financiera sea de 7.4% en 3 años.

Información clave

18.5%

Tasa de crecimiento de los beneficios

15.76%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Retail REITs6.7%
Tasa de crecimiento de los ingresos-5.4%
Rentabilidad financiera futura7.35%
Cobertura de analistas

Good

Última actualización29 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 23

CARM: Depressed REIT Pricing Will Support Future Upside Potential

The analyst price target for Carmila has been raised slightly, with one key estimate moving from €18.50 to €20. Analysts cite what they view as historically depressed valuations across European real estate investment trusts as the main support for a more positive stance.
Actualización de narrativa • Jun 08

CARM: Depressed REIT Pricing And 2026 Board Meetings Will Support Upside

The analyst price target for Carmila increases from €21.28 to €21.53, as analysts highlight what they view as historically depressed European REIT valuations and slightly firmer assumptions for the discount rate, revenue trend, profit margin and future P/E. What's in the News Carmila has scheduled a Board meeting for Feb 18, 2026, which may cover upcoming corporate priorities and governance topics.
Actualización de narrativa • May 21

CARM: Upcoming Board Meetings Will Support Confidence In Future Upside

The analyst price target for Carmila has been adjusted slightly from about €21.42 to about €21.28. Analysts cite updated assumptions for the discount rate and future P/E as the key drivers behind this small change.
Actualización de narrativa • Apr 22

CARM: Higher 2025 Dividend And Buyback Plan Will Support Future Upside

Analysts have nudged their price target for Carmila slightly higher from €21.33 to €21.42, citing updated fair value estimates and refreshed assumptions around the discount rate and future P/E. What's in the News Carmila plans to recommend a dividend of €1.36 per share for 2025, which is stated to be 9% higher than the prior level (Key Developments).
Actualización de narrativa • Apr 07

CARM: Dividend Increase And Buyback Plan Will Support Future Upside

Analysts have kept Carmila's fair value estimate steady at €21.33 per share, with only minor technical adjustments to the discount rate and future P/E assumptions influencing this latest price target update. What's in the News Carmila plans a Board Meeting on February 18, 2026, giving the Board a formal date to review upcoming corporate matters (Key Developments).
Actualización de narrativa • Mar 24

CARM: Buyback And Higher Dividend Will Drive Future Upside

Analysts have lifted their Carmila price target slightly, from €21.18 to €21.33, reflecting updated assumptions around discount rates, profit margins and a lower future P/E multiple. What's in the News Carmila's Board of Directors plans to consider a share repurchase program, which would allow the company to buy back its own shares (Key Developments).
Actualización de narrativa • Mar 05

CARM: Retail Media Partnership And Higher Dividend Will Drive Future Upside

Analysts have nudged their price target for Carmila slightly higher to about €21.18 from roughly €21.02, citing updated assumptions around discount rates, revenue trends, profit margins, and a lower future P/E multiple. What's in the News Carmila S.A. plans to recommend a dividend of €1.36 per share for 2025, which is 9% higher than the prior level and signals a change in the proposed cash return to shareholders (Key Developments).
Actualización de narrativa • Feb 19

CARM: Retail Media Expansion And Higher Dividend Will Support Future Upside

Analysts have kept their €21.02 price target for Carmila unchanged, citing a slightly higher discount rate and P/E assumptions, along with more conservative views on revenue growth and profit margins. What's in the News Carmila S.A. plans to recommend a dividend of €1.36 per share for 2025, described as 9% higher than the prior level and signalling a focus on returning cash to shareholders (Key Developments).
Actualización de narrativa • Feb 05

CARM: Retail Media Rollout Will Support Future Upside Potential

Analysts have raised their price target for Carmila slightly to €21.02 from €20.94, citing small adjustments to the discount rate, revenue trajectory, profit margin assumptions and a modestly higher future P/E multiple. What's in the News JCDecaux SE plans to roll out indoor Digital Out of Home screens in Carrefour and Carmila shopping centres in France first, followed by Spain, as part of a broader advertising partnership.
Actualización de narrativa • Jan 22

CARM: Retail Media Partnership Will Support Future Upside Potential

Analysts have reduced their price target for Carmila from €21.22 to €20.94. This adjustment reflects updated views on its discount rate, revenue trajectory, profit margins and future P/E assumptions.
Actualización de narrativa • Jan 07

CARM: Confirmed 2025 Earnings And Buybacks Will Support Further Upside

Analysts have trimmed their price target on Carmila slightly to €21.22 from €21.28, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that together point to a marginally lower fair value estimate. What's in the News Carmila confirmed earnings guidance for full year 2025, with recurring earnings per share expected at €1.79, described as 7.0% growth versus 2024 (Key Developments).
Actualización de narrativa • Dec 17

CARM: Confirmed 2025 Earnings And Share Buybacks Will Drive Future Upside

Analysts have modestly raised their price target on Carmila by approximately €0.01, citing slightly higher long term discount rate assumptions and a marginally richer future earnings multiple, while maintaining largely unchanged views on fair value, revenue growth, and profit margins. What's in the News Carmila confirmed its full year 2025 earnings guidance, expecting recurring EPS of €1.79, implying 7.0% growth versus 2024 (Corporate Guidance).
Actualización de narrativa • Dec 03

CARM: Share Buybacks Will Support Future Upside From Confirmed Earnings Guidance

Analysts have nudged their price target for Carmila slightly higher to approximately €21.28 per share from about €21.00. This reflects marginally lower perceived risk and steady long term margin expectations, despite muted growth assumptions.
Actualización de narrativa • Nov 19

CARM: Share Buyback Plan And Higher Profit Margin Will Drive Upside

Analysts have slightly adjusted their price target for Carmila, maintaining it at €21.28 per share. This decision is based on updated forecasts that reflect minor changes in revenue growth expectations and profit margins.
Actualización de narrativa • Nov 04

CARM: Share Repurchase Plan And Buyback Approval Will Drive Shareholder Value

Analysts have raised their price target for Carmila from €20.70 to €21.28. This reflects slightly improved revenue growth expectations and a lower discount rate, despite a modest reduction in projected profit margins.
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Nueva narrativa • Feb 23

Integrating Galimmo's 51 Shopping Centers Will Improve Operations But High Debt May Pose Risks

Successful Galimmo integration and robust leasing activity are driving revenue growth, enhancing operational capabilities, and boosting earnings and net asset value for Carmila.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:CARM - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20284743462423644
12/31/20274843072953525
12/31/20264672822743415
12/31/2025566185313313N/A
9/30/2025568269326326N/A
6/30/2025570352338338N/A
3/31/2025548333317317N/A
12/31/2024525314296296N/A
9/30/2024503183283283N/A
6/30/202448152270270N/A
3/31/202448028273273N/A
12/31/20234783276276N/A
9/30/202347750278278N/A
6/30/202347698280280N/A
3/31/2023469158301301N/A
12/31/2022462219322322N/A
9/30/2022460275339339N/A
6/30/2022457330355355N/A
3/31/2022450261307307N/A
12/31/2021444192258258N/A
9/30/202144769231230N/A
6/30/2021450-53204203N/A
3/31/2021443-126186186N/A
12/31/2020436-199168168N/A
9/30/2020436-122162162N/A
6/30/2020435-45156157N/A
3/31/202044431219219N/A
12/31/2019454108281282N/A
9/30/201944979N/A275N/A
6/30/201944350N/A267N/A
3/31/2019433107N/A255N/A
12/31/2018424164N/A242N/A
9/30/2018398191N/A255N/A
6/30/2018372219N/A268N/A
3/31/2018341262N/AN/AN/A
12/31/2017317314N/A264N/A
9/30/2017310378N/A249N/A
6/30/2017303442N/A233N/A
12/31/2016283295N/A178N/A
9/30/2016288477N/A197N/A
6/30/2016283385N/A207N/A
3/31/2016277355N/A211N/A
12/31/2015271325N/A214N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (18.5% al año) de CARM es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (18.5% al año) de CARM crezcan más rápidamente que el mercado French (12.5% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de CARM crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos de CARM disminuyan en los próximos 3 años (-5.4% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de CARM disminuyan en los próximos 3 años (-5.4% al año).

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de CARM sea baja dentro de 3 años (7.4%).

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/15 17:31
Precio de las acciones al final del día2026/07/15 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

Carmila S.A. está cubierta por 12 analistas. 6 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
Valerie Jacob GueziBernstein
Samuel KingBNP Paribas
Robert JonesBNP Paribas