Prada S.p.A.

SEHK:1913 Rapport sur les actions

Capitalisation boursière : HK$92.5b

Prada Gestion

Gestion contrôle des critères 3/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Andrea Guerra

Directeur général

€7.6m

Rémunération totale

Pourcentage du salaire du PDG22.46%
Durée du mandat du directeur général3.3yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction3.3yrs
Durée moyenne du mandat des membres du conseil d'administration4.7yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 05

1913: Brand Elevation And Execution On Cash Generation Will Support 2026 Luxury Recovery

Analysts have trimmed their HK$ price targets on Prada, citing a lower fair value estimate and a more conservative future P/E multiple. A series of recent downgrades has reinforced a cautious stance on the stock.
Mise à jour du récit Apr 21

1913: 2026 Recovery Hopes Will Confront Cautious Stance On Execution Risks

Analysts have reduced their HK$ fair value estimate for Prada from about HK$40.81 to around HK$37.66, reflecting recent price target cuts and downgrades to more cautious stances. Analyst Commentary Recent research has highlighted a more cautious tone around Prada, with bearish analysts trimming fair value estimates and shifting to more neutral positions.
Mise à jour du récit Apr 06

1913: 2026 Dividend Catalyst Will Reward Patience After Tough 2025

Analysts have trimmed their fair value estimate for Prada to about HK$54 from roughly HK$59, citing slightly more conservative growth assumptions, a higher discount rate and lower future P/E expectations, along with recent rating downgrades from firms such as Kepler Cheuvreux and Macquarie, partly offset by a more constructive view from Barclays. Analyst Commentary Recent research on Prada shows a clear split between more constructive voices looking at potential upside and more cautious views focused on execution risk and valuation reset.
Mise à jour du récit Mar 23

1913: Brand Elevation And Direct Channels Will Underpin 2026 Luxury Recovery Potential

Narrative Update Analysts have trimmed their Prada price target to about HK$75 from roughly HK$83, reflecting slightly softer assumptions for revenue growth and profit margins. At the same time, they factor in a higher future P/E and note mixed recent views that range from a Neutral stance with a HK$46 target to an Overweight call at HK$68.
Mise à jour du récit Mar 08

1913: Recovery In 2026 Will Reward Patience After Tough 2025

Analysts have trimmed their blended fair value estimate for Prada shares to about HK$59 from roughly HK$61. This reflects a more cautious stance after a recent downgrade to Neutral at HK$46, alongside a still constructive HK$68 Overweight target, and updated assumptions for a slightly higher discount rate, modestly stronger revenue growth, and a slightly lower profit margin and future P/E.
Mise à jour du récit Feb 22

1913: Recovery Expectations For 2026 Will Renew Interest After Tough 2025

Analysts have trimmed their HK$ price target on Prada by a small amount, reflecting slightly adjusted fair value and growth assumptions after what they expect to be a challenging 2025, followed by a potential recovery for the wider luxury sector in 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the HK$68 price target as reflecting confidence that the brand can sustain its premium positioning once conditions for luxury spending improve after the period they expect to be challenging in 2025.
Mise à jour du récit Feb 08

1913: 2026 Sector Recovery Expectations Meet Measured View On Execution Risks

Analysts have nudged their fair value estimate for Prada higher to HK$40.81 from HK$40.27, reflecting slightly adjusted assumptions around revenue growth, profit margins and future P/E, along with renewed optimism that the luxury sector could see a recovery after 2025. Analyst Commentary Recent research on Prada points to a split view.
Mise à jour du récit Jan 24

1913: Recovery Setup In 2026 Balances Margin Concerns And Reduced Market Multiple

Prada’s updated analyst price target moves from about $45.04 to $40.27, as analysts factor in higher assumed revenue growth, slightly lower profit margins, and a reduced future P/E, while still describing a potential recovery setup for luxury in 2026. Analyst Commentary Recent research frames Prada as part of a potential recovery setup for luxury in 2026.
Article d’analyse Jan 23

Prada S.p.A.'s (HKG:1913) Intrinsic Value Is Potentially 42% Above Its Share Price

Key Insights The projected fair value for Prada is HK$59.16 based on 2 Stage Free Cash Flow to Equity Prada is...
Mise à jour du récit Jan 10

1913: Higher Growth Forecasts Will Support Renewed Interest Despite Margin Pressure

Analysts have trimmed their fair value estimate for Prada to €61.26 from €61.94, citing slightly higher discount rate assumptions, a modest adjustment to profit margin expectations, and a revised future P/E input. Valuation Changes Fair Value Estimate reduced slightly to €61.26 from €61.94.
Mise à jour du récit Dec 27

1913: Brand Elevation And Direct Channels Will Drive Long Term Upside

Analysts have modestly raised their price target on Prada to HK$53 from HK$50, reflecting slightly higher long term growth and valuation assumptions, even as they flag a multi year "hangover" period for the broader luxury sector and an increasingly crowded field of creative directors. Analyst Commentary Bullish analysts acknowledge a more challenging backdrop for the luxury sector, but still see room for Prada to outperform select peers over the medium term.
Mise à jour du récit Dec 13

1913: Brand Momentum And Direct Channels Will Drive Long Term Upside

Analysts have trimmed their price target on Prada to HK$53 from HK$60, citing a reassessment of sector growth prospects after an extended boom period and increased competitive uncertainty as more creative directors debut across leading luxury houses. Analyst Commentary While the latest move reflects a more cautious sector stance, bullish analysts still highlight several supportive factors underpinning Prada’s long term investment case, particularly around brand momentum, execution discipline, and structural growth opportunities.
Article d’analyse Dec 12

Prada (HKG:1913) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Mise à jour du récit Nov 29

1913: New Creative Leadership Will Drive Renewed Interest Amid Sector Slowdown

Analysts have reduced their price target for Prada from HK$60 to HK$53. This change reflects a more cautious sector outlook amid a slowdown following several years of above-average luxury market growth.
Mise à jour du récit Nov 15

1913: Future Creative Direction Will Drive Momentum After Sector Challenges

Prada's analyst price target has been revised slightly upward to approximately HK$63.22 from HK$62.32. Analysts cite ongoing sector headwinds but maintain optimism for the brand's long-term fundamentals despite a period of industry adjustment.
Mise à jour du récit Oct 31

1913: Rising Creative Director Presence Will Shape Luxury Sector Dynamics Ahead

Prada's analyst price target has increased slightly from HK$61.64 to HK$62.32, as analysts acknowledge stable fundamentals and moderate growth expectations. This comes amid a cautious outlook for the luxury sector.
Article d’analyse Oct 19

Getting In Cheap On Prada S.p.A. (HKG:1913) Is Unlikely

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Mise à jour du récit Oct 17

Digital Retail And Sustainable Efforts Will Open New Markets

Narrative Update on Prada Analysts have lowered their price target for Prada from HK$60 to HK$53, citing expectations of a slower period of growth for the luxury sector and adjusting projections accordingly. Analyst Commentary The recent reassessment of Prada's rating and price target reflects a nuanced view on the company's near-term outlook as well as the broader luxury sector's trajectory.
Mise à jour du récit Oct 03

Digital Retail And Sustainable Efforts Will Open New Markets

Narrative Update: Analyst Price Target Adjustment for Prada Analysts have revised their price target for Prada downward from €64.60 to €62.78. Updated forecasts for revenue growth and profit margin are cited as key factors in the adjustment.
Mise à jour du récit Sep 17

Digital Retail And Sustainable Efforts Will Open New Markets

Prada’s future P/E ratio has surged markedly, indicating much higher expected earnings multiples, while the consensus analyst price target has remained nearly flat, rising only marginally from HK$63.71 to HK$64.60. What's in the News Board meeting scheduled to approve and announce unaudited interim results for the six months ended June 30, 2025.
Mise à jour du récit Aug 27

Digital Retail And Sustainable Efforts Will Open New Markets

Despite the analyst price target for Prada remaining essentially stable, a sharp increase in the future P/E ratio suggests significantly higher earnings expectations have not materialized, ultimately leaving the fair value nearly unchanged at HK$63.77. What's in the News Meta and EssilorLuxottica plan to release AI-powered smart glasses under both Oakley and Prada brands, signaling Meta’s effort to expand wearable hardware into the luxury fashion segment through new partnerships (CNBC).
Article d’analyse Aug 19

An Intrinsic Calculation For Prada S.p.A. (HKG:1913) Suggests It's 26% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Prada fair value estimate is HK$56.13 Prada's HK$41.52 share...
Mise à jour du récit Aug 07

Digital Retail And Sustainable Efforts Will Open New Markets

With the consensus analyst price target for Prada unchanged at HK$63.92, the notable surge in the forward P/E ratio from 23.18x to 211.31x suggests sharply diminished earnings expectations, supporting the lack of upward revision in fair value. What's in the News Meta and EssilorLuxottica are launching AI-powered smart glasses under the Prada and Oakley brands, expanding Meta's wearable hardware to more fashion companies, with Prada marking a first-time partnership in this product category (CNBC).
Article d’analyse Aug 01

Earnings Miss: Prada S.p.A. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a sad week for Prada S.p.A. ( HKG:1913 ), who've watched their investment drop 16% to HK$40.60 in the week...
Article d’analyse Jul 28

Is Prada S.p.A. (HKG:1913) Potentially Undervalued?

Let's talk about the popular Prada S.p.A. ( HKG:1913 ). The company's shares saw significant share price movement...
Article d’analyse Jul 10

Prada S.p.A.'s (HKG:1913) Business Is Trailing The Market But Its Shares Aren't

Prada S.p.A.'s ( HKG:1913 ) price-to-earnings (or "P/E") ratio of 16.7x might make it look like a sell right now...
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Nouveau récit Mar 09

Expansion Of Miu Miu Will Broaden Market Presence In Future

Prada's strategic investments in store renovation and Miu Miu expansion are set to enhance consumer experience and drive substantial revenue growth.

Analyse de la rémunération des PDG

Comment la rémunération de Andrea Guerra a-t-elle évolué par rapport aux bénéfices de Prada?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025€8m€2m

€852m

Sep 30 2025n/an/a

€847m

Jun 30 2025n/an/a

€841m

Mar 31 2025n/an/a

€840m

Dec 31 2024€7m€2m

€839m

Sep 30 2024n/an/a

€794m

Jun 30 2024n/an/a

€749m

Mar 31 2024n/an/a

€710m

Dec 31 2023€6m€2m

€671m

Rémunération vs marché: La rémunération totale de Andrea ($USD 8.89M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Hong Kong ($USD 1.02M ).

Rémunération et revenus: La rémunération de Andrea a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Andrea Guerra (60 yo)

3.3yrs
Titularisation
€7,639,000
Compensation

Mr. Andrea Guerra serves as Chief Executive Officer and Executive Director at Prada S.p.A. since January 26, 2023. He served as the Head of Hospitality & Restaurant Business at LVMH Moët Hennessy - Louis V...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Patrizio Bertelli
Founder & Executive Chairman22.5yrs€21.18mpas de données
Andrea Guerra
CEO & Executive Director3.3yrs€7.64mpas de données
Paolo Zannoni
Executive Deputy Chairman5yrs€5.18mpas de données
Andrea Bonini
CFO & Executive Director4yrs€2.17mpas de données
Lorenzo Bertelli
Chief Marketing Officer7.3yrs€507.00kpas de données
Miuccia Prada Bianchi
Executive Directorno data€21.18mpas de données
Cristiano Agostini
Group Chief Information Officer4.8yrspas de donnéespas de données
Francesca Secondari
Group General Counsel & Chief Legal Officer3yrspas de donnéespas de données
Rosa Santamaria Maurizio
Group Chief People Officer2.7yrspas de donnéespas de données
Maurizio Ciabatti
Chief Real Estate Officer10.3yrspas de donnéespas de données
Giulio Brini
MD of APAC Regionno datapas de donnéespas de données
Pablo Carola
Chief Corporate Officer Middle East2.4yrspas de donnéespas de données
3.3yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe de direction de 1913 est considérée comme expérimentée (ancienneté moyenne 3.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Patrizio Bertelli
Founder & Executive Chairman22.5yrs€21.18mpas de données
Andrea Guerra
CEO & Executive Director3.3yrs€7.64mpas de données
Paolo Zannoni
Executive Deputy Chairman5yrs€5.18mpas de données
Andrea Bonini
CFO & Executive Director3.5yrs€2.17mpas de données
Lorenzo Bertelli
Chief Marketing Officer5yrs€507.00kpas de données
Miuccia Prada Bianchi
Executive Director22.5yrs€21.18mpas de données
Cristiana Ruella
Independent Non-Executive Director2.1yrs€164.00kpas de données
Yoel Zaoui
Lead Independent Director5yrs€193.00kpas de données
Roberto Spada
Chairman of Board of Statutory Auditors14yrspas de donnéespas de données
Pamela Culpepper
Independent Non-Executive Director4.3yrs€193.00kpas de données
Ilaria Resta
Independent Non-Executive Directorless than a year€52.00kpas de données
Anna Rugarli
Independent Non-Executive Director4.3yrs€218.00kpas de données
4.7yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de 1913 sont considérés comme expérimentés (ancienneté moyenne 4.7 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 22:30
Cours de l'action en fin de journée2026/05/27 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

Prada S.p.A. est couverte par 51 analystes. 17 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
Jiaying HuangBarclays
Carole MadjoBarclays
Julian EasthopeBarclays