Grifols, S.A.

Informe acción NasdaqGS:GRFS

Capitalización de mercado: US$6.8b

Grifols Resultados de beneficios anteriores

Pasado controles de criterios 3/6

Los beneficios de Grifols han disminuido a una tasa media anual de -4.1%, mientras que en la industria Biotechs los beneficios crecieron en un 33.8% anualmente. Los ingresos han ido creciendo a una tasa media de 9.3% al año. La rentabilidad financiera de Grifols es de 6.3%, y sus márgenes netos son de 5.6%.

Información clave

-4.07%

Tasa de crecimiento de los beneficios

-8.35%

Tasa de crecimiento del BPA

Crecimiento de la industria Biotechs 17.04%
Tasa de crecimiento de los ingresos9.28%
Rentabilidad financiera6.31%
Margen neto5.58%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha • Dec 08

Grifols: Positive/Neutral Scenario Posits An Upside

Summary Grifols, S.A. has executed a turnaround, with Q3 '25 results confirming improved fundamentals, reduced leverage, and restored dividend, supporting a renewed 'Buy' rating. GRFS now trades at a normalized P/E of 14-15x, but forward multiples drop below 9x, offering significant upside if growth forecasts materialize. Operational improvements include 7%+ revenue growth, double-digit EBITDA gains, positive FCF, and leverage below 4.3x, with further refinancing underway. My GRFS share price target reflects double-digit annualized upside potential, underpinned by forecasted EPS growth and multiple expansion, despite lingering competitive and leverage risks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Grifols: A Market Setback Turns Into Buying Opportunity

Summary Grifols, a Spanish multinational specializing in plasma-derived therapies, is undervalued due to historical mismanagement but holds a strong market position with significant competitive advantages. New management has implemented an operational improvement plan, showing positive results in 2024, including record revenues, improved EBITDA margins, and increased free cash flow. Key risks include potential U.S. immigration policies affecting plasma supply and the emergence of recombinant protein substitutes, which could erode revenue by 2028. The business is poised for growth with a strategic plan targeting revenue growth, improved margins, and significant free cash flow generation, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Grifols: Looking At The Longer-Term 2025-2027 Upside After No Sale

Summary Grifols remains a strong long-term investment due to its leading position in the plasma industry and improving financial fundamentals, despite short-term volatility and lack of a dividend. The company's revenue and EBITDA growth, improved leverage ratio, and significant liquidity highlight its resilience and potential for future profitability. Grifols' valuation is attractive, with a potential upside to €20/share, driven by EPS growth and market expansion in plasma-derived products. I maintain a "BUY" rating for Grifols, expecting a significant return on investment over the next 1-4 years. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Grifols: More Attractive Than In A Very Long Time

Summary I don't divest unless the fundamental thesis changes; Grifols' buyout offer from Brookfield Asset Management is undervalued, so I maintain my "Buy" stance. Despite Brookfield's offer, I believe Grifols is worth more, as supported by recent 3Q24 results and the transaction committee's recommendation. The transaction committee advises against accepting the €10.5/share offer, aligning with my view that Grifols' real value is higher. This situation is instructive for valuation investors, demonstrating the importance of assessing a company's true worth beyond buyout offers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Grifols: Here Is Why It's Still A 'Buy' Even If Price Goes Down

Summary Grifols, S.A. is undervalued and worth more than its current market valuation, making it a strong buy even without a potential Brookfield buyout. The company leads the global plasma market, with significant growth in immunoglobulin and albumin segments, and has a robust infrastructure and geographical reach. Despite facing competition and emerging technologies, Grifols' fundamentals are solid, with impressive 2024 earnings forecasts and improving margins and leverage. The lack of a dividend is a downside, but the potential for significant returns based on historical P/E ratios makes Grifols a speculative “Buy”. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Grifols: Stay On The Sidelines

Summary Grifols leverage and governance concerns are primarily addressed. The company confirms discussions around a potential combined PE/family bid offer. Still, there is a high debt and negligible FCF generation to consider. We remain neutral. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Grifols: Why To Watch From The Sidelines

Summary Grifols, a major player in global plasma extraction and processing, has experienced a significant 43% decline in stock price in 2024 following a bearish report from Gotham. KPMG and the Spanish regulator have offered a more favorable perspective based on Grifols’ 2023 results, suggesting that while the company’s structure warrants caution, it is not without value. For investors seeking value, the question is: Is there enough margin of safety? A closer examination reveals that Grifols is facing several challenges compared to its competitors, compounded by debt. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Grifols: Q4 Was Positive, Still Too Many Question Marks

Summary Grifols faces new accusations from the hedge fund Gotham City. Gotham City questions loans and outgoing flows recorded in Grifols' financial report, as well as the role of Scranton Enterprises. Grifols disclosed a lack of FCF generation in 2024. We are neutral, given a soft outlook for the current year. On a positive note, Grifols confirmed the Shanghai RAAS equity stake divestment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Grifols: I've Read The Short-Seller Report, And I Mostly Disagree

Summary Grifols' position in the pharma industry has dropped due to a short-seller report, causing its stock to decline. The report questions the accounting treatment of M&As and consolidation of entities in Grifols' filings. I believe that the allegations in the report are not significant enough to warrant a 20% drop in the company's stock and plans to wait for a reaction before adding more to their stake. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

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

Historial de beneficios e ingresos

NasdaqGS:GRFS Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 267,4384151,098374
31 Dec 257,5244021,145380
30 Sep 257,5183731,139386
30 Jun 257,4462971,122374
31 Mar 257,3721951,164369
31 Dec 247,2121571,165363
30 Sep 247,0061611,391386
30 Jun 246,8111491,277379
31 Mar 246,6561891,384385
31 Dec 236,592421,373395
30 Sep 236,535231,343388
30 Jun 236,479-51,217388
31 Mar 236,358471,345390
01 Jan 236,0641851,196361
30 Sep 225,5491491,138353
30 Jun 225,207661,122358
31 Mar 225,0161121,064359
31 Dec 214,9331891,062355
30 Sep 215,0443611,046337
30 Jun 215,1996671,008311
31 Mar 215,231562992298
31 Dec 205,340619986294
30 Sep 205,392687971288
30 Jun 205,353557976286
31 Mar 205,235697959281
31 Dec 195,099625943276
30 Sep 194,961552923271
30 Jun 194,790565878261
31 Mar 194,620568859249
31 Dec 184,487597815241
30 Sep 184,332699777212
30 Jun 184,246704804215
31 Mar 184,279672800219
31 Dec 174,318663860225
30 Sep 174,348571857230
30 Jun 174,291559827222
31 Mar 174,153554810209
31 Dec 164,050545775198
30 Sep 164,014537771216
30 Jun 163,986535776218
31 Mar 163,985529768221
31 Dec 153,935532736224
30 Sep 153,789533696211
30 Jun 153,645507686199

Ingresos de calidad: GRFS tiene una única gran pérdida de €156.2M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio (5.6%) de GRFS son superiores a los del año pasado (2.6%).

Análisis del flujo de caja libre vs. Beneficios

Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de GRFS han disminuido en un 4.1% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de GRFS en el último año (112.6%) supera su media de 5 años (-4.1% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de GRFS en el último año (112.6%) superó al de la industria Biotechs 43%.

Rentabilidad financiera

Alta ROE: La rentabilidad financiera de GRFS (6.3%) se considera baja.

Rentabilidad económica

Rendimiento del capital invertido

Descubre empresas con buenos resultados en el pasado

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 06:13
Precio de las acciones al final del día2026/05/26 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

Grifols, S.A. está cubierta por 32 analistas. 11 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
null nullBanco de Sabadell. S.A.
Luis ArredondoBanco de Sabadell. S.A.
Jaime EscribanoBanco Santander