Stratec Croissance future
Future contrôle des critères 4/6
Stratec devrait augmenter ses bénéfices et son chiffre d'affaires de 36.6% et de 7.2% par an respectivement. Le BPA devrait croître de de 38.8% par an. Le rendement des capitaux propres devrait être 8.6% dans 3 ans.
Informations clés
36.6%
Taux de croissance des bénéfices
38.75%
Taux de croissance du BPA
| Medical Equipment croissance des bénéfices | 13.5% |
| Taux de croissance des recettes | 7.2% |
| Rendement futur des capitaux propres | 8.61% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 12 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 08
SBS: Lower Growth Assumptions Will Still Allow Future Upside Potential
The analyst fair value estimate for Stratec has been revised from about €26.00 to about €20.00, as analysts trim price targets and factor in lower revenue growth assumptions, softer profit margin expectations, and a higher implied future P/E, in line with recent target cuts from major banks. Analyst Commentary Recent Street research reflects a more cautious stance on Stratec, with price targets revised lower and expectations reset around revenue growth and profitability.
Mise à jour du récit • Apr 21
SBS: Rebased Fair Value And 2025 Margin Guidance Will Define Upside Potential
The analyst price target for Stratec has been cut from about €44.96 to €34.00, as analysts factor in updated fair value, discount rate, growth, margin, and P/E assumptions following recent target revisions from major banks. Analyst Commentary Recent research suggests that while headline price targets for Stratec have come down, some bullish analysts still see potential upside at current levels.
Mise à jour du récit • Apr 06
SBS: Future Upside Will Rely On Reset Margins And Higher P/E
Narrative Update on Stratec The updated analyst price target for Stratec is €28.46, reflecting recent target cuts of up to €12 from prior Street research as analysts factor in a slightly higher discount rate, modestly adjusted profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent research commentary on Stratec has focused on recalibrating price targets while keeping an eye on execution risk and the valuation investors are being asked to pay.Mise à jour du récit • Mar 23
SBS: Future Upside Will Depend On Repriced Earnings Power And Margins
Analysts have trimmed their average price target for Stratec by around €2.40, with recent cuts to €34 helping to explain a slightly lower fair value estimate and modestly softer assumptions for growth, margins and future P/E. Analyst Commentary Recent research revisions on Stratec point to a reset in expectations, with lower price targets feeding into updated views on valuation, execution risk and growth assumptions.Mise à jour du récit • Mar 09
SBS: Higher Discount Rate And Index Removal Will Still Allow Future Upside
Narrative Update on Stratec The analyst price target for Stratec has been reduced by €1, as analysts reflect slightly adjusted assumptions around discount rates, revenue growth and profit margins in their updated models. Analyst Commentary Bearish analysts trimming their price targets, including the recent €1 reduction, are signaling a more cautious stance on Stratec.Mise à jour du récit • Feb 22
SBS: Higher Discount Rate Will Still Allow Future Upside Potential
Analysts have reduced their price target on Stratec by €1 to €26, reflecting updated assumptions regarding the company’s discount rate, revenue growth, profit margin and future P/E profile. Analyst Commentary Bearish analysts cutting the price target to €26 are signaling a more cautious stance on Stratec’s risk and reward trade off at current levels.Mise à jour du récit • Feb 08
SBS: Future Upside Will Rely On Earnings Power And Cost Controls
Narrative update on Stratec Analysts have trimmed their 12 month price target on Stratec by about €1, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research updates on Stratec point to a small pullback in published price targets, with a reduction of about €1 in the latest move and a prior cut from €30 to €27.Mise à jour du récit • Jan 23
SBS: Future Margin Recovery Will Rely On Efficiency Gains And Cost Controls
Analysts have trimmed their price target on Stratec, with the average moving slightly lower in line with a recent cut from €30 to €27, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research points to a more cautious stance on Stratec, with the reduced €27 price target reflecting updated views on what analysts see as fair value, the applied discount rate, revenue growth assumptions, margin profile and future P/E expectations.Article d’analyse • Jan 10
Returns On Capital Signal Tricky Times Ahead For Stratec (ETR:SBS)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Mise à jour du récit • Jan 08
SBS: Index Exit And 2025 Margin Guidance Will Define Upside Potential
Analysts have trimmed their fair value estimate for Stratec from about €51.00 to roughly €44.96. This aligns with a recent reduction in the Street price target to €27 from €30 as they factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples.Mise à jour du récit • Dec 18
SBS: Margin Recovery Outlook Will Support Upside Despite Reduced Price Objective
Analysts have trimmed their price target on Stratec to EUR 27.00 from EUR 30.00, reflecting slightly more cautious assumptions on long term growth, a higher discount rate, and a modestly lower future P E multiple, despite marginally improved margin expectations. Analyst Commentary Bearish analysts have highlighted that the reduction in the price target to EUR 27.00 signals a more guarded stance on Stratec's medium to long term prospects, even as the rating on the shares remains unchanged at Hold.Mise à jour du récit • Dec 04
SBS: Future Margin Gains Will Emerge As Cost Controls Take Hold
Analysts have modestly reduced their price target on Stratec, trimming it by EUR 3 to EUR 27. This reflects slightly lower long term return expectations while maintaining a cautious stance on the shares.Article d’analyse • Nov 29
Stratec (ETR:SBS) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Mise à jour du récit • Nov 20
SBS: Margins Will Improve With Cost Management And Leadership Changes
The analyst price target for Stratec has been revised downward from €30 to €27. Analysts cited a slightly higher discount rate and modest changes in growth and profitability expectations as key drivers behind the adjustment.Article d’analyse • Nov 11
Stratec SE (ETR:SBS) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Stratec SE ( ETR:SBS ) shareholders are probably feeling a little disappointed, since its shares fell 5.2% to €21.75 in...Article d’analyse • Nov 07
Investors Give Stratec SE (ETR:SBS) Shares A 35% Hiding
Stratec SE ( ETR:SBS ) shares have had a horrible month, losing 35% after a relatively good period beforehand. The drop...Mise à jour du récit • Nov 03
SBS: Future Leadership Will Drive Healthcare Diagnostics Forward Amidst Margin Pressures
Analysts have revised their price target for Stratec downward from €36.58 to €33.30, citing expectations of slower revenue growth and a slight decrease in profit margins. What's in the News Tanja Bücherl will join STRATEC SE's Board of Management as Chief Financial Officer effective November 1, 2025.Article d’analyse • Sep 23
Getting In Cheap On Stratec SE (ETR:SBS) Might Be Difficult
Stratec SE's ( ETR:SBS ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a sell right now compared...Mise à jour du récit • Aug 23
Automation And Digitalization Will Transform Healthcare Diagnostics
Stratec’s consensus price target has been revised downward, primarily reflecting lowered forecasts for both revenue growth and net profit margin, resulting in a new fair value of €37.32. What's in the News Stratec increased its dividend to €0.60 per share for 2024 (previously €0.55), totaling €7.3 million to be distributed.Article d’analyse • Jun 17
An Intrinsic Calculation For Stratec SE (ETR:SBS) Suggests It's 34% Undervalued
Key Insights Stratec's estimated fair value is €36.05 based on 2 Stage Free Cash Flow to Equity Stratec is estimated to...Article d’analyse • Apr 25
Why We're Not Concerned About Stratec SE's (ETR:SBS) Share Price
With a price-to-earnings (or "P/E") ratio of 30.8x Stratec SE ( ETR:SBS ) may be sending very bearish signals at the...
Nouveau récit • Feb 09
Efficiency Measures And Acquisitions Like Natech Will Boost Future Market Presence
Efficiency measures and cost discipline initiatives could enhance net margins as market conditions stabilize.Article d’analyse • Jan 18
An Intrinsic Calculation For Stratec SE (ETR:SBS) Suggests It's 42% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stratec fair value estimate is €55.10 Stratec's €32.10 share...Article d’analyse • Nov 09
With A 25% Price Drop For Stratec SE (ETR:SBS) You'll Still Get What You Pay For
Stratec SE ( ETR:SBS ) shares have had a horrible month, losing 25% after a relatively good period beforehand. The drop...Article d’analyse • Oct 26
Returns At Stratec (ETR:SBS) Appear To Be Weighed Down
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Article d’analyse • May 11
Here's Why It's Unlikely That Stratec SE's (ETR:SBS) CEO Will See A Pay Rise This Year
Key Insights Stratec to hold its Annual General Meeting on 17th of May Total pay for CEO Marcus Wolfinger includes...Article d’analyse • Apr 11
Stratec's (ETR:SBS) Dividend Will Be Reduced To €0.55
Stratec SE's ( ETR:SBS ) dividend is being reduced from last year's payment covering the same period to €0.55 on the...Article d’analyse • Apr 01
Stratec SE Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that Stratec SE ( ETR:SBS ) filed its yearly result this time last week. The early...Article d’analyse • Mar 28
Stratec (ETR:SBS) Has Announced That Its Dividend Will Be Reduced To €0.55
The board of Stratec SE ( ETR:SBS ) has announced it will be reducing its dividend by 43% from last year's payment of...Article d’analyse • Dec 21
Is There An Opportunity With Stratec SE's (ETR:SBS) 36% Undervaluation?
Key Insights Stratec's estimated fair value is €67.40 based on 2 Stage Free Cash Flow to Equity Stratec's €43.00 share...Article d’analyse • Nov 03
Slowing Rates Of Return At Stratec (ETR:SBS) Leave Little Room For Excitement
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Oct 19
We Think Stratec (ETR:SBS) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jul 12
Return Trends At Stratec (ETR:SBS) Aren't Appealing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Article d’analyse • Jun 27
Stratec SE (ETR:SBS) Shares Could Be 43% Below Their Intrinsic Value Estimate
Key Insights Stratec's estimated fair value is €110 based on 2 Stage Free Cash Flow to Equity Stratec is estimated to...Article d’analyse • May 25
Is Stratec (ETR:SBS) 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...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 297 | 20 | 16 | 31 | 4 |
| 12/31/2027 | 286 | 18 | 18 | 31 | 6 |
| 12/31/2026 | 268 | 14 | 24 | 31 | 6 |
| 3/31/2026 | 244 | -3 | 10 | 24 | N/A |
| 12/31/2025 | 251 | 0 | -17 | 0 | N/A |
| 9/30/2025 | 260 | 15 | 3 | 22 | N/A |
| 6/30/2025 | 264 | 15 | 7 | 26 | N/A |
| 3/31/2025 | 266 | 17 | 25 | 43 | N/A |
| 12/31/2024 | 258 | 16 | 31 | 49 | N/A |
| 9/30/2024 | 256 | 13 | 18 | 34 | N/A |
| 6/30/2024 | 258 | 17 | 16 | 33 | N/A |
| 3/31/2024 | 252 | 12 | -1 | 16 | N/A |
| 12/31/2023 | 270 | 15 | 2 | 19 | N/A |
| 9/30/2023 | 255 | 12 | -22 | -1 | N/A |
| 6/30/2023 | 262 | 19 | -31 | -11 | N/A |
| 3/31/2023 | 260 | 19 | -5 | 15 | N/A |
| 12/31/2022 | 275 | 29 | -9 | 10 | N/A |
| 9/30/2022 | 270 | 28 | 18 | 35 | N/A |
| 6/30/2022 | 269 | 27 | 37 | 55 | N/A |
| 3/31/2022 | 291 | 40 | 30 | 50 | N/A |
| 12/31/2021 | 287 | 40 | 43 | 63 | N/A |
| 9/30/2021 | 296 | 46 | 40 | 63 | N/A |
| 6/30/2021 | 286 | 41 | 29 | 53 | N/A |
| 3/31/2021 | 266 | 35 | 20 | 43 | N/A |
| 12/31/2020 | 250 | 28 | 6 | 32 | N/A |
| 9/30/2020 | 235 | 24 | 5 | 29 | N/A |
| 6/30/2020 | 225 | 21 | -4 | 20 | N/A |
| 3/31/2020 | 224 | 17 | -12 | 15 | N/A |
| 12/31/2019 | 214 | 14 | N/A | 21 | N/A |
| 9/30/2019 | 212 | 14 | N/A | 8 | N/A |
| 6/30/2019 | 207 | 14 | N/A | 13 | N/A |
| 3/31/2019 | 195 | 11 | N/A | 9 | N/A |
| 12/31/2018 | 188 | 11 | N/A | 12 | N/A |
| 9/30/2018 | 193 | 16 | N/A | 20 | N/A |
| 6/30/2018 | 197 | 23 | N/A | 28 | N/A |
| 3/31/2018 | 198 | 24 | N/A | 28 | N/A |
| 12/31/2017 | 207 | 27 | N/A | 30 | N/A |
| 9/30/2017 | 208 | 28 | N/A | 30 | N/A |
| 6/30/2017 | 206 | 20 | N/A | 21 | N/A |
| 3/31/2017 | 203 | 19 | N/A | N/A | N/A |
| 12/31/2016 | 185 | 19 | N/A | 16 | N/A |
| 9/30/2016 | 166 | 14 | N/A | 17 | N/A |
| 6/30/2016 | 155 | 19 | N/A | 23 | N/A |
| 3/31/2016 | 144 | 21 | N/A | N/A | N/A |
| 12/31/2015 | 147 | 22 | N/A | 26 | N/A |
| 9/30/2015 | 147 | 22 | N/A | 35 | N/A |
| 6/30/2015 | 146 | 21 | N/A | 35 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: SBS devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 1.9% ).
Bénéfices vs marché: SBS devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: SBS devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de SBS ( 7.2% par an) devrait croître plus rapidement que le marché German ( 6.8% par an).
Croissance élevée des revenus: Le chiffre d'affaires de SBS ( 7.2% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de SBS devrait être faible dans 3 ans ( 8.6 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 15:03 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Stratec SE est couverte par 11 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Heider | Berenberg |
| Jan Koch | Deutsche Bank |
| Jan Koch | Deutsche Bank |