Reply S.p.A.

BIT:REY Rapport sur les actions

Capitalisation boursière : €3.7b

Reply Résultats passés

Passé contrôle des critères 5/6

Reply a connu une croissance annuelle moyenne de ses bénéfices de 13.6%, tandis que le secteur IT a vu ses bénéfices augmenter de en hausse à 16.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 13.1% par an. Le rendement des capitaux propres de Reply est 17% et ses marges nettes sont de 10.2%.

Informations clés

13.65%

Taux de croissance des bénéfices

14.13%

Taux de croissance du BPA

IT Croissance de l'industrie24.90%
Taux de croissance des recettes13.06%
Rendement des fonds propres16.95%
Marge nette10.24%
Prochaine mise à jour des résultats15 May 2026

Mises à jour récentes des performances passées

Article d'analyse 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

Nouvelle analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse Jan 06

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 received a lot of attention from a substantial price...
Article d'analyse Dec 19

Reply (BIT:REY) Knows How To Allocate Capital

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 Nov 18

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...

Ventilation des recettes et des dépenses

Comment Reply gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

BIT:REY Recettes, dépenses et bénéfices (EUR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Dec 252,450251110
30 Sep 252,451263120
30 Jun 252,406244120
31 Mar 252,35022590
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

Des revenus de qualité: REY a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de REY sont plus élevées que l'année dernière REY. (10.2%) sont plus élevées que l'année dernière (9.2%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de REY ont augmenté de 13.6% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de REY au cours de l'année écoulée ( 18.8% ) dépasse sa moyenne sur 5 ans ( 13.6% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices REY au cours de l'année écoulée ( 18.8% ) a dépassé celle du secteur IT 12%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de REY ( 17% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 12:43
Cours de l'action en fin de journée2026/05/07 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

Reply S.p.A. est couverte par 22 analystes. 12 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
Andrea TodeschiniBanca Akros S.p.A. (ESN)
Giorgia ArianoBanca Akros S.p.A. (ESN)
Andrea TodeschiniBanca Akros S.p.A. (ESN)