Stevanato Group Résultats passés
Passé contrôle des critères 5/6
Stevanato Group a connu une croissance annuelle moyenne de ses bénéfices de 1.8%, tandis que le secteur Life Sciences a vu ses bénéfices augmenter de en baisse à 3.8% par an. Les revenus ont augmenté de en hausse à un taux moyen de 9% par an. Le rendement des capitaux propres de Stevanato Group est 9.2% et ses marges nettes sont de 11.7%.
Informations clés
1.76%
Taux de croissance des bénéfices
-0.38%
Taux de croissance du BPA
| Life Sciences Croissance de l'industrie | 21.51% |
| Taux de croissance des recettes | 8.97% |
| Rendement des fonds propres | 9.23% |
| Marge nette | 11.75% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 08
STVN: Core Biologics Shift Will Support Future Earnings Power Despite Guidance Reset
Narrative Update Analysts have trimmed Stevanato Group's average price target to reflect the recent cuts to $19, $26, $28 and $32, with updated models indicating a fair value estimate of about $24.81. This is based on slightly lower margin assumptions, a modest adjustment to long term growth, a somewhat lower discount rate, and a higher expected future P/E multiple.Mise à jour du récit • Apr 23
STVN: Core Biologics Shift Will Drive Future Earnings Power
Analysts have trimmed their Stevanato Group price targets by several dollars across the Street, now clustering in a $19 to $32 range, as they refresh models after Q4 results and factor in slightly lower long term margin, growth, and P/E assumptions, alongside shifting expectations for GLP-1 and core biologics revenue contributions. Analyst Commentary Recent research updates show analysts marking down their price targets but still drawing a clear line between near term noise and the longer term setup for Stevanato Group, especially around GLP-1 exposure and the broader biologics portfolio.
Mise à jour du récit • Apr 09
STVN: Biologics And GLP-1 Exposure Will Support Future Upside Potential
Analysts have trimmed the Stevanato Group fair value estimate from $18.09 to $17.50 after a series of reduced Street price targets, citing updated models post Q4 results, a higher discount rate, slightly softer revenue growth and margin assumptions, and a higher future P/E multiple that still reflects support for the core biologics and GLP-1 exposure. Analyst Commentary Recent Street research has largely centered on resetting expectations after Q4, with several bearish analysts trimming price targets while still recognizing the support from biologics and GLP-1 exposure.
Mise à jour du récit • Mar 26
STVN: Biologics Focus And On Body Delivery Collaboration Will Drive Future Cash Flows
Analyst price targets for Stevanato Group have been reduced across several firms, with cuts ranging from $5.50 to $8 per share as analysts factor in updated Q4 results, a shift in GLP-1 growth expectations, and a greater focus on the core biologics and engineering businesses. Analyst Commentary Recent Street research on Stevanato Group reflects a mix of reduced price targets and generally supportive views on the company’s execution in biologics, premium formats, and GLP-1 related revenue.Mise à jour du récit • Mar 11
STVN: Biologics Mix Shift And On Body Delivery Partnership Will Support Future Cash Flows
Analysts have trimmed their consolidated price target on Stevanato Group by $4.09 to $32.00. This reflects updated models after Q4 results, slightly lower fair value assumptions, modestly higher discount rates, and more measured expectations for revenue growth, profit margins, and future P/E, even as they continue to highlight strength in GLP-1 and broader biologics demand.Mise à jour du récit • Feb 25
STVN: Large-Volume Self-Administration Partnership Will Support Future Upside Potential
Analysts have trimmed their 12 month price target on Stevanato Group by about $4.90 per share to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples, citing recent Street research calls that include Jefferies cutting its target by $5.50. Analyst Commentary Bearish analysts are signaling a more cautious stance on Stevanato Group, reflected in reduced 12 month price targets that factor in updated views on fair value, discount rates, revenue growth, profit margins, and future P/E multiples.Mise à jour du récit • Feb 09
STVN: Large Volume On-Body Delivery Partnership Will Support Stronger Future Cash Flows
Analysts have nudged their fair value estimate for Stevanato Group slightly higher to US$36.09, citing small adjustments to discount rate assumptions, revenue growth outlook, profit margin expectations, and a refined future P/E framework. What's in the News Datwyler, LTS Device Technologies and Stevanato Group entered a collaboration focused on large volume subcutaneous drug delivery using on-body administration for larger dose volumes (Key Developments).Article d’analyse • Feb 04
Why We're Not Concerned Yet About Stevanato Group S.p.A.'s (NYSE:STVN) 27% Share Price Plunge
Unfortunately for some shareholders, the Stevanato Group S.p.A. ( NYSE:STVN ) share price has dived 27% in the last...Mise à jour du récit • Jan 26
STVN: Large Volume Drug Delivery Collaboration Will Support Stronger Future Cash Flows
Analysts have nudged their price target for Stevanato Group slightly higher to $36.08 from $36.05, citing updated assumptions for revenue growth, profit margins, and future P/E that modestly adjust their long term valuation. What's in the News Datwyler, LTS Device Technologies and Stevanato Group announced a collaboration focused on large volume subcutaneous drug delivery, targeting more convenient on body administration of larger doses for patients, with a joint platform to be presented at Pharmapack in Paris on January 21 to 22, 2026 (Key Developments).Mise à jour du récit • Jan 11
STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Cash Flows
Analysts now estimate Stevanato Group's fair value price target at approximately US$36.05, a very small adjustment from about US$36.08. This reflects updated views that combine slightly higher revenue growth expectations with modestly lower profit margin assumptions and a marginally higher future P/E outlook.Article d’analyse • Jan 06
Are Stevanato Group S.p.A. (NYSE:STVN) Investors Paying Above The Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stevanato Group fair value estimate is US$16.36 Current share...Seeking Alpha • Jan 03
Stevanato: Structural Growth Intact, Buy Confirmed
Summary Stevanato's biologics remain the core growth engine supported by a broad pipeline, resilient GLP-1 demand, vial recovery, and a favorable industry backdrop. While Engineering continues to weigh on margins in the short run, the weakness appears cyclical rather than structural, with optimization progressing and limited impact on group fundamentals. After a ~14% pullback, long-term earnings visibility remains strong, supporting higher 2026 profitability assumptions and a higher target price, leading us to maintain a constructive stance. Read the full article on Seeking AlphaMise à jour du récit • Dec 27
STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Cash Flows
Analysts have nudged their price target on Stevanato Group slightly higher to approximately $36.08 per share from about $36.05, citing modestly stronger expectations for revenue growth and profit margins that more than offset a small anticipated decline in the company’s future price to earnings multiple. What's in the News Maintained 2025 revenue guidance, expecting between €1.160 billion and €1.190 billion, signaling confidence in demand and operational execution (Corporate Guidance) Announced a significant expansion of drug delivery system manufacturing capacity in Bad Oeynhausen, Germany, adding over 2,500 square meters of advanced production space to support global pharma and biotech customers (Business Expansions) Invested multi millions in an ISO 8 cleanroom environment equipped for injection molding and automated assembly, aimed at strengthening resilient, Europe based supply chains for partners (Business Expansions) Enhanced the Bad Oeynhausen site to scale production of key devices such as the Aidaptus autoinjector and Alina pen injector platforms, reinforcing the company’s role in patient centric combination products (Business Expansions) Valuation Changes Fair Value Estimate has risen slightly to approximately $36.08 per share from about $36.05.Mise à jour du récit • Dec 12
STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Profit Margins
Analysts have modestly trimmed their price target on Stevanato Group to approximately $36.05 from about $36.07, reflecting slightly higher perceived risk via a raised discount rate, which is only partly offset by improved profit margin expectations and a marginally lower forecast valuation multiple. What's in the News Maintained 2025 revenue guidance, with expected revenue in the range of €1.160 billion to €1.190 billion (Corporate guidance) Announced a significant expansion of drug delivery system manufacturing capacity at its Bad Oeynhausen, Germany facility, adding over 2,500 square meters of advanced production space (Business expansion) Invested multiple millions in a new ISO 8 cleanroom, injection molding, and automated assembly operations to support global pharma and biotech partners with resilient European supply chains (Business expansion) Strengthened production capabilities for key platforms, including the Aidaptus autoinjector and Alina pen injector, enhancing its role in patient centric combination products (Business expansion) Valuation Changes Fair Value Estimate: edged down slightly to approximately €36.05 from about €36.07 per share, reflecting a marginally lower intrinsic valuation.Mise à jour du récit • Nov 25
STVN: German Facility Expansion Will Drive Stronger Supply Chain Integration
Analysts have slightly lowered their price target for Stevanato Group, adjusting the fair value from $28.80 to $28.78 based on minor updates to growth and profitability expectations. What's in the News Stevanato Group S.p.A. maintained its revenue guidance for 2025, expecting revenues in the range of €1.160 billion to €1.190 billion (Key Developments).Mise à jour du récit • Nov 11
STVN: Expansion Of German Manufacturing Facility Will Fuel Future Upside
Narrative Update on Stevanato Group Price Target Analysts have raised their price target for Stevanato Group slightly, increasing it from $28.62 to $28.80. This change is attributed to modest improvements in projected revenue growth and profit margins, despite a higher discount rate.Article d’analyse • Sep 22
Investors Interested In Stevanato Group S.p.A.'s (NYSE:STVN) Earnings
Stevanato Group S.p.A.'s ( NYSE:STVN ) price-to-earnings (or "P/E") ratio of 46.4x might make it look like a strong...Article d’analyse • Aug 08
Here's What Analysts Are Forecasting For Stevanato Group S.p.A. (NYSE:STVN) After Its Second-Quarter Results
NYSE:STVN 1 Year Share Price vs Fair Value Explore Stevanato Group's Fair Values from the Community and select yours A...Article d’analyse • Jun 23
Stevanato Group (NYSE:STVN) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 09
Stevanato: Ramping Syringe Demand, Buy Confirmed
Summary Stevanato's 2024 revenue reached €1.1 billion, surpassing analyst expectations. This growth was driven by Biopharmaceutical and Diagnostic Solutions, despite a challenging year with inventory issues. Investments in expanding facilities in Latina and Fishers aim to meet rising product demand, and a significant sales increase is expected. Supportive CAPEX investment in different GEO provides downside protection in case of tariff war. Stevanato's valuation is supported by sales accelleration and EBITDA growth evolution. Read the full article on Seeking Alpha
Nouveau récit • Nov 20
Engineering Optimization And Capacity Expansion To Unlock Growth Opportunities
Optimizing the Engineering segment and strategic shifts towards ready-to-use systems are expected to drive cost savings, improve margins, and boost productivity.Seeking Alpha • Nov 13
Stevanato: Supportive Biopharmaceutical And Diagnostic Segment And Destocking Improvement
Summary Q3 2024 sales exceeded estimates, but adj. EBITDA and EPS fell short due to under-utilization and higher costs in the Engineering division. Despite temporary headwinds, we expect sequential margin improvement thanks to high-value solutions and new facilities ramp-up. Long-term growth remains strong, and Stevanato's economic moat remains intact. Looking ahead, we decided to maintain our buy rating target. Read the full article on Seeking AlphaSeeking Alpha • May 29
Stevanato: Destock Pressures, Long-Term Upside
Summary Stevanato revised its guidance for 2024 due to weaker-than-expected orders and clients' destocking activities. The company's Q1 results show decreased EBITDA and profit, causing investors to sell off shares. Here at the Lab, we remain confident in long-term prospects thanks to capacity expansion and biologics demand. STVN is not trading at a premium compared to its peers. Therefore, we reinstated a buy rating status. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Stevanato: Destocking And Valuation Risk (Rating Downgrade)
Summary Stevanato's peers decided to lower sales growth estimates in 2024 due to clients' destocking activities. The company's EBITDA and net profit declined due to start-up costs and an unfavorable exchange rate effect. Stevanato's valuation looks full compared to its peers. We move our rating to neutral. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Stevanato Group gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 1,203 | 141 | 128 | 25 |
| 31 Dec 25 | 1,186 | 140 | 125 | 25 |
| 30 Sep 25 | 1,170 | 141 | 122 | 25 |
| 30 Jun 25 | 1,145 | 135 | 120 | 24 |
| 31 Mar 25 | 1,125 | 125 | 119 | 26 |
| 31 Dec 24 | 1,104 | 118 | 117 | 30 |
| 30 Sep 24 | 1,094 | 115 | 116 | 35 |
| 30 Jun 24 | 1,088 | 123 | 113 | 37 |
| 31 Mar 24 | 1,083 | 136 | 113 | 37 |
| 31 Dec 23 | 1,085 | 146 | 114 | 36 |
| 30 Sep 23 | 1,057 | 149 | 117 | 36 |
| 30 Jun 23 | 1,031 | 147 | 117 | 35 |
| 31 Mar 23 | 1,010 | 143 | 117 | 35 |
| 31 Dec 22 | 984 | 143 | 112 | 34 |
| 30 Sep 22 | 924 | 139 | 100 | 33 |
| 30 Jun 22 | 893 | 122 | 95 | 33 |
| 31 Mar 22 | 863 | 125 | 86 | 31 |
| 31 Dec 21 | 844 | 134 | 83 | 30 |
| 30 Sep 21 | 818 | 123 | 82 | 25 |
| 30 Jun 21 | 761 | 121 | 79 | 22 |
| 31 Mar 21 | 718 | 108 | 79 | 19 |
| 31 Dec 20 | 662 | 79 | 79 | 17 |
| 31 Dec 19 | 537 | 39 | 77 | 8 |
Des revenus de qualité: STVN a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de STVN sont plus élevées que l'année dernière STVN. (11.7%) sont plus élevées que l'année dernière (11.2%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de STVN ont augmenté de 1.8% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de STVN au cours de l'année écoulée ( 12.6% ) dépasse sa moyenne sur 5 ans ( 1.8% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices STVN au cours de l'année écoulée ( 12.6% ) a dépassé celle du secteur Life Sciences 3.8%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de STVN ( 9.2% ) 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
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 10:29 |
| Cours de l'action en fin de journée | 2026/05/22 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 |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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
Stevanato Group S.p.A. est couverte par 17 analystes. 10 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 |
|---|---|
| Hugo Solvet | BNP Paribas |
| Curtis Moiles | BNP Paribas |
| Michael Ryskin | BofA Global Research |