1&1 AG

XTRA:1U1 Rapport sur les actions

Capitalisation boursière : €4.0b

1&1 Croissance future

Future contrôle des critères 1/6

1&1 devrait augmenter ses bénéfices et son chiffre d'affaires de 3.3% et de 2.7% par an respectivement. Le BPA devrait croître de de 5.1% par an. Le rendement des capitaux propres devrait être 2.8% dans 3 ans.

Informations clés

3.3%

Taux de croissance des bénéfices

5.10%

Taux de croissance du BPA

Wireless Telecom croissance des bénéfices47.6%
Taux de croissance des recettes2.7%
Rendement futur des capitaux propres2.80%
Couverture par les analystes

Good

Dernière mise à jour16 Apr 2026

Mises à jour récentes de la croissance future

Recent updates

1U1: Future Returns Will Reflect Higher Margins And A Lower P/E

Analysts have nudged their price target on 1&1 slightly lower from €23.28 to €23.08, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from €23.28 to €23.08.

1U1: Future Returns Will Balance Lower Margins With Higher Earnings Multiple

Analysts have lifted their price target for 1&1 from €21.79 to €23.28, citing updated assumptions on fair value, discount rate, growth, margins and future P/E as key inputs in their revised view. Valuation Changes Fair Value: revised from €21.79 to €23.28, indicating a modest uplift in the estimated share value.

1U1: Higher Future P/E Assumption Will Support A Stronger Upside Case

Analysts have nudged their fair value estimate for 1&1 up from €30.00 to €31.00. This reflects updated assumptions that include a higher discount rate, lower revenue growth and profit margin projections, and a higher future P/E multiple.

1U1: Expected Margin Uptick Will Still Leave Shares Looking Overvalued

Analysts have adjusted their price target for 1&1 slightly, now reflecting updated views on revenue trends, profit margins and a modestly revised forward P/E. Together, these factors support a refined but still consistent valuation framework in € terms.

1U1: Slightly Weaker Revenue And Lower Future P/E Will Pressure Returns

Analysts have slightly adjusted their price target on 1&1, with the change linked to small refinements in revenue growth, profit margin and future P/E assumptions, rather than any major shift in the fundamental view. Valuation Changes Fair Value: €7.0 remains unchanged, suggesting no material shift in the overall valuation anchor used in this analysis.

1&1 AG's (ETR:1U1) Shares May Have Run Too Fast Too Soon

Feb 10
1&1 AG's (ETR:1U1) Shares May Have Run Too Fast Too Soon

1U1: Flat Service Revenue And Lower Future P/E Will Pressure Returns

Analysts have trimmed their price target for 1&1 to €7.00. This reflects updated views on slightly higher discount rates, marginally weaker revenue growth, a small improvement in profit margins and a modestly lower future P/E assumption.

1U1: Flat Service Revenue And Lower P/E Expectations Will Pressure Returns

Narrative Update on 1&1 The analyst price target for 1&1 has been revised lower from about €11.02 to about €7.08. Analysts point to updated fair value estimates and a lower assumed future P/E multiple as key drivers of the change.

1&1 (ETR:1U1) Will Want To Turn Around Its Return Trends

Jan 12
1&1 (ETR:1U1) Will Want To Turn Around Its Return Trends

1U1: Stable Contracts And Flat Service Revenue Will Pressure Future Earnings

Analysts have trimmed their price expectations for 1&1 to about €11.02 from roughly €11.19, pointing to more cautious assumptions on revenue growth, profit margins and a higher future P/E multiple in their updated models. What's in the News 1&1 AG confirmed its earnings guidance for the full year 2025, keeping its previously communicated outlook in place.

Here's Why 1&1 (ETR:1U1) Has A Meaningful Debt Burden

Dec 17
Here's Why 1&1 (ETR:1U1) Has A Meaningful Debt Burden

1U1: Index Additions Will Mask Future Earnings Weakness

Analysts have raised their price target on 1&1 from approximately €10.40 to about €11.19. This reflects improved expectations for revenue contraction moderating, profit margins strengthening, and a lower future P/E multiple supporting a more attractive valuation.

1U1: Strong Index Inclusions Will Not Offset Overvaluation Concerns

Analysts have raised their price target for 1&1 from €21.12 to €21.79. They cite improved revenue growth expectations as well as slight enhancements in profit margin and valuation metrics.

Getting In Cheap On 1&1 AG (ETR:1U1) Is Unlikely

Oct 28
Getting In Cheap On 1&1 AG (ETR:1U1) Is Unlikely

1&1 (ETR:1U1) Will Be Hoping To Turn Its Returns On Capital Around

Sep 10
1&1 (ETR:1U1) Will Be Hoping To Turn Its Returns On Capital Around

5G Build-Out And OpenRAN Will Empower Next Gen Connectivity

The consensus Analyst Price Target for 1&1 has increased slightly to €21.12, as future P/E and revenue growth forecasts remain essentially unchanged. What's in the News 1&1 AG has been dropped from the Germany SDAX (Total Return) Index.

There May Be Some Bright Spots In 1&1's (ETR:1U1) Earnings

Aug 15
There May Be Some Bright Spots In 1&1's (ETR:1U1) Earnings

1&1 (ETR:1U1) Has A Somewhat Strained Balance Sheet

Jul 21
1&1 (ETR:1U1) Has A Somewhat Strained Balance Sheet

Risks To Shareholder Returns Are Elevated At These Prices For 1&1 AG (ETR:1U1)

Jun 20
Risks To Shareholder Returns Are Elevated At These Prices For 1&1 AG (ETR:1U1)

Analysts Have Made A Financial Statement On 1&1 AG's (ETR:1U1) First-Quarter Report

May 15
Analysts Have Made A Financial Statement On 1&1 AG's (ETR:1U1) First-Quarter Report

Returns On Capital Signal Tricky Times Ahead For 1&1 (ETR:1U1)

May 05
Returns On Capital Signal Tricky Times Ahead For 1&1 (ETR:1U1)

1&1 AG's (ETR:1U1) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Mar 18
1&1 AG's (ETR:1U1) Price Is Right But Growth Is Lacking After Shares Rocket 26%
User avatar

Mobile Network Expansion Could Improve Revenue But Faces Legal And Competitive Challenges

Increased antenna sites could improve network quality and customer acquisition, boosting revenue growth.

1&1 (ETR:1U1) Could Be Struggling To Allocate Capital

Jan 14
1&1 (ETR:1U1) Could Be Struggling To Allocate Capital

There May Be Some Bright Spots In 1&1's (ETR:1U1) Earnings

Nov 20
There May Be Some Bright Spots In 1&1's (ETR:1U1) Earnings

There's No Escaping 1&1 AG's (ETR:1U1) Muted Earnings

Nov 13
There's No Escaping 1&1 AG's (ETR:1U1) Muted Earnings

Returns On Capital At 1&1 (ETR:1U1) Paint A Concerning Picture

Oct 15
Returns On Capital At 1&1 (ETR:1U1) Paint A Concerning Picture

Improved Earnings Required Before 1&1 AG (ETR:1U1) Shares Find Their Feet

Aug 09
Improved Earnings Required Before 1&1 AG (ETR:1U1) Shares Find Their Feet

1&1 AG's (ETR:1U1) Intrinsic Value Is Potentially 96% Above Its Share Price

Jun 11
1&1 AG's (ETR:1U1) Intrinsic Value Is Potentially 96% Above Its Share Price

1&1's (ETR:1U1) Soft Earnings Don't Show The Whole Picture

May 21
1&1's (ETR:1U1) Soft Earnings Don't Show The Whole Picture

1&1 AG Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen Next

May 11
1&1 AG Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen Next

1&1's (ETR:1U1) Returns On Capital Not Reflecting Well On The Business

Apr 23
1&1's (ETR:1U1) Returns On Capital Not Reflecting Well On The Business

Improved Earnings Required Before 1&1 AG (ETR:1U1) Shares Find Their Feet

Feb 26
Improved Earnings Required Before 1&1 AG (ETR:1U1) Shares Find Their Feet

1&1 (ETR:1U1) Has More To Do To Multiply In Value Going Forward

Jan 04
1&1 (ETR:1U1) Has More To Do To Multiply In Value Going Forward

Is 1&1 AG (ETR:1U1) Expensive For A Reason? A Look At Its Intrinsic Value

Dec 06
Is 1&1 AG (ETR:1U1) Expensive For A Reason? A Look At Its Intrinsic Value

Returns On Capital At 1&1 (ETR:1U1) Have Hit The Brakes

Sep 07
Returns On Capital At 1&1 (ETR:1U1) Have Hit The Brakes

1&1 (ETR:1U1) Hasn't Managed To Accelerate Its Returns

May 31
1&1 (ETR:1U1) Hasn't Managed To Accelerate Its Returns

Calculating The Fair Value Of 1&1 AG (ETR:1U1)

Apr 01
Calculating The Fair Value Of 1&1 AG (ETR:1U1)

1&1 (ETR:1U1) Hasn't Managed To Accelerate Its Returns

Feb 03
1&1 (ETR:1U1) Hasn't Managed To Accelerate Its Returns

Prévisions de croissance des bénéfices et des revenus

XTRA:1U1 - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20284,6152202138045
12/31/20274,4292111657698
12/31/20264,6171721287194
12/31/20254,136166193604N/A
9/30/20254,063127162610N/A
6/30/20254,055151190565N/A
3/31/20254,058177-42267N/A
12/31/20244,06421320311N/A
9/30/20244,082258-87146N/A
6/30/20244,120271-70178N/A
3/31/20244,100304-51214N/A
12/31/20234,097315-70226N/A
9/30/20234,045324-82216N/A
6/30/20234,005348-314-34N/A
3/31/20234,009360-69199N/A
12/31/20223,964367-66183N/A
9/30/20223,958363271372N/A
6/30/20223,931362407487N/A
3/31/20223,912358360415N/A
12/31/20213,910370395432N/A
9/30/20213,875283265300N/A
6/30/20213,836242241439N/A
3/31/20213,820245243447N/A
12/31/20203,787220243451N/A
9/30/20203,759346334539N/A
6/30/20203,750379473506N/A
3/31/20203,713373438464N/A
12/31/20193,675374355376N/A
9/30/20193,645394N/A262N/A
6/30/20193,622406N/A178N/A
3/31/20193,633410N/A200N/A
12/31/20183,635406N/A156N/A
9/30/20183,540326N/A212N/A
6/30/20183,355314N/A204N/A
3/31/20183,092308N/A270N/A
12/31/20172,812294N/A348N/A
9/30/20172,634299N/A312N/A
12/31/20162,430204N/A211N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 1U1 ( 3.3% par an) est supérieure au taux d'épargne ( 1.9% ).

Bénéfices vs marché: Les bénéfices de 1U1 ( 3.3% par an) devraient croître plus lentement que le marché German ( 16% par an).

Croissance élevée des bénéfices: Les bénéfices de 1U1 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 1U1 ( 2.7% par an) devrait croître plus lentement que le marché de German ( 6.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 1U1 ( 2.7% 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 1U1 devrait être faible dans 3 ans ( 2.8 %).

Découvrir les entreprises en croissance

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1Y

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/05 02:28
Cours de l'action en fin de journée2026/05/05 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

1&1 AG est couverte par 22 analystes. 8 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.

AnalysteInstitution
Stephen MalcolmArete Research Services LLP
Andrew Charles BealeArete Research Services LLP
Ganesha NageshaBarclays