Reply S.p.A.

Informe acción BIT:REY

Capitalización de mercado: €3.9b

Reply Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Reply ha aumentado sus beneficios a una tasa media anual de 13%, mientras que los beneficios de la industria de IT han experimentado un crecimiento de 24.3% anual. Los ingresos han ido creciendo a una tasa media de 12.2% al año. La rentabilidad financiera de Reply es de 17.8%, y sus márgenes netos son de 10.6%.

Información clave

13.03%

Tasa de crecimiento de los beneficios

13.72%

Tasa de crecimiento del BPA

Crecimiento de la industria IT 24.90%
Tasa de crecimiento de los ingresos12.19%
Rentabilidad financiera17.82%
Margen neto10.60%
Próxima actualización de resultados30 Jul 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis Apr 08

We Think Reply's (BIT:REY) Robust Earnings Are Conservative

Reply S.p.A.'s ( BIT:REY ) strong earnings report was rewarded with a positive stock price move. Our analysis found...

Recent updates

Nueva narrativa Feb 22

The nimble tech network turning innovation into profits

Reply is a European IT consulting and digital transformation group that works as a network of specialised teams that focus on key tech trends like AI, cloud computing, data platforms and cybersecurity. This model makes it feel more like a group of focused experts than a classic consultancy, and that seems to help it stay flexible, innovative and closer to the real needs of clients.
Artículo de análisis Jan 18

Some Shareholders Feeling Restless Over Reply S.p.A.'s (BIT:REY) P/E Ratio

There wouldn't be many who think Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 15.9x is worth a...
Artículo de análisis Dec 06

Capital Investment Trends At Reply (BIT:REY) Look Strong

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Nov 16

Reply S.p.A. (BIT:REY) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
Artículo de análisis Sep 25

Is Now The Time To Put Reply (BIT:REY) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Aug 27

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Aug 06

Reply S.p.A. (BIT:REY) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

BIT:REY 1 Year Share Price vs Fair Value Explore Reply's Fair Values from the Community and select yours Shareholders...
Artículo de análisis Aug 03

Is Reply (BIT:REY) Using Too Much Debt?

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 Jul 18

Reply S.p.A.'s (BIT:REY) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 23.8x Reply S.p.A. ( BIT:REY ) may be sending bearish signals at the...
Artículo de análisis Jun 15

When Should You Buy Reply S.p.A. (BIT:REY)?

While Reply S.p.A. ( BIT:REY ) might not have the largest market cap around , it saw significant share price movement...
Artículo de análisis Apr 21

We Think Reply (BIT:REY) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Apr 08

We Think Reply's (BIT:REY) Robust Earnings Are Conservative

Reply S.p.A.'s ( BIT:REY ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
Artículo de análisis Mar 06

Reply S.p.A.'s (BIT:REY) Business Is Trailing The Market But Its Shares Aren't

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider Reply...
Artículo de análisis Feb 16

At €164, Is It Time To Put Reply S.p.A. (BIT:REY) On Your Watch List?

Reply S.p.A. ( BIT:REY ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
Artículo de análisis Jan 29

Reply (BIT:REY) Might Become A Compounding Machine

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Artículo de análisis Dec 24

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Nov 18

Subdued Growth No Barrier To Reply S.p.A.'s (BIT:REY) Price

Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a strong sell right now...
Artículo de análisis Nov 03

At €142, Is Reply S.p.A. (BIT:REY) Worth Looking At Closely?

While Reply S.p.A. ( BIT:REY ) might not have the largest market cap around , it saw a double-digit share price rise of...
Artículo de análisis Oct 19

A Look Into Reply's (BIT:REY) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Sep 18

Is Reply (BIT:REY) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 18

Is Reply S.p.A. (BIT:REY) Worth €134 Based On Its Intrinsic Value?

Key Insights Reply's estimated fair value is €101 based on 2 Stage Free Cash Flow to Equity Reply is estimated to be...
Artículo de análisis Jul 15

Reply S.p.A.'s (BIT:REY) Share Price Could Signal Some Risk

Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 28.3x might make it look like a strong sell right now...
Artículo de análisis Jun 26

Is Reply S.p.A. (BIT:REY) Potentially Undervalued?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw a decent share price growth of 16% on the BIT over...
Artículo de análisis Jun 08

Reply (BIT:REY) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Apr 16

What Reply S.p.A.'s (BIT:REY) P/E Is Not Telling You

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider Reply...
Artículo de análisis Mar 16

Reply S.p.A. (BIT:REY) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
Artículo de análisis Mar 06

Reply S.p.A.'s (BIT:REY) Intrinsic Value Is Potentially 24% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Reply fair value estimate is €92.79 Reply is estimated to be...
Artículo de análisis Feb 12

Investors Shouldn't Overlook The Favourable Returns On Capital At Reply (BIT:REY)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Jan 15

Risks To Shareholder Returns Are Elevated At These Prices For Reply S.p.A. (BIT:REY)

With a price-to-earnings (or "P/E") ratio of 23.4x Reply S.p.A. ( BIT:REY ) may be sending very bearish signals at the...
Artículo de análisis Dec 25

Why Reply S.p.A. (BIT:REY) Could Be Worth Watching

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw a significant share price rise of 45% in the past...
Artículo de análisis Dec 10

Is Reply (BIT:REY) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Nov 11

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Artículo de análisis Sep 22

Are Reply S.p.A. (BIT:REY) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Reply fair value estimate is €66.92 Reply is estimated to be...
Artículo de análisis Sep 03

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Aug 13

Is Now An Opportune Moment To Examine Reply S.p.A. (BIT:REY)?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw significant share price movement during recent...
Artículo de análisis Jul 26

Reply (BIT:REY) Knows How To Allocate Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Artículo de análisis Jun 02

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

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 May 04

Reply's (BIT:REY) Dividend Will Be Increased To €1.00

Reply S.p.A. ( BIT:REY ) will increase its dividend from last year's comparable payment on the 24th of May to €1.00...
Artículo de análisis Apr 20

Reply's (BIT:REY) Upcoming Dividend Will Be Larger Than Last Year's

Reply S.p.A.'s ( BIT:REY ) dividend will be increasing from last year's payment of the same period to €1.00 on 24th of...
Artículo de análisis Apr 18

Is Reply S.p.A. (BIT:REY) Potentially Undervalued?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Artículo de análisis Mar 25

Reply's (BIT:REY) Dividend Will Be Increased To €1.00

Reply S.p.A. ( BIT:REY ) will increase its dividend from last year's comparable payment on the 24th of May to €1.00...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Reply. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

BIT:REY Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 262,487264120
31 Dec 252,450251110
30 Sep 252,450263100
30 Jun 252,406244100
31 Mar 252,34922570
31 Dec 242,29621180
30 Sep 242,26423280
30 Jun 242,21921990
31 Mar 242,17322190
31 Dec 232,14218790
30 Sep 232,05522880
30 Jun 232,05422980
31 Mar 231,98619270
31 Dec 221,91119170
30 Sep 221,79417360
30 Jun 221,67815560
31 Mar 221,59015350
31 Dec 211,50115150
30 Sep 211,43514640
30 Jun 211,36814140
31 Mar 211,31212540
31 Dec 201,27012440
30 Sep 201,25812140
30 Jun 201,24711840
31 Mar 201,23911440
31 Dec 191,20611440
30 Sep 191,16610960
30 Jun 191,12710370
31 Mar 191,08311180
31 Dec 181,05110090
30 Sep 181,0059480
30 Jun 189608980
31 Mar 189318380
31 Dec 179027880
30 Sep 178797580
30 Jun 178557380
31 Mar 178287080
31 Dec 168006880
30 Sep 167816380
30 Jun 167625980
31 Mar 167425880
31 Dec 157215780
30 Sep 157035580
30 Jun 156845480

Ingresos de calidad: REY tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (10.6%) de REY son superiores a los del año pasado (9.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de REY han crecido un 13% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de REY en el último año (17.2%) supera su media de 5 años (13% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de REY en el último año (17.2%) superó al de la industria IT 17.1%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de REY (17.8%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/08 10:44
Precio de las acciones al final del día2026/06/08 00:00
Beneficios2026/03/31
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

Reply S.p.A. está cubierta por 22 analistas. 12 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
Andrea TodeschiniBanca Akros S.p.A. (ESN)
Giorgia ArianoBanca Akros S.p.A. (ESN)
Gustav FrobergBerenberg