Befesa S.A.

Report azionario XTRA:BFSA

Capitalizzazione di mercato: €1.4b

Befesa Crescita futura

Criteri Future verificati 1/6

Befesa prevede che gli utili e i ricavi cresceranno rispettivamente di 11.2% e 6.2% all'anno. Si prevede che l'EPS crescerà di 11.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.5% in 3 anni.

Informazioni chiave

11.2%

Tasso di crescita degli utili

11.18%

Tasso di crescita dell'EPS

Commercial Services crescita degli utili17.7%
Tasso di crescita dei ricavi6.2%
Rendimento futuro del capitale proprio11.55%
Copertura analitica

Good

Ultimo aggiornamento19 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi Aug 02

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Befesa S.A. ( ETR:BFSA ) recently reported its interim numbers. Results look mixed - while revenue...
Articolo di analisi Jul 31

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Last week, you might have seen that Befesa S.A. ( ETR:BFSA ) released its half-year result to the market. The early...

Recent updates

Aggiornamento della narrazione Apr 27

BFSA: Higher P/E Assumptions Will Support A Re Rating Narrative

Analysts have lifted their average price target on Befesa by about €2.50 to roughly €39.50, citing updated assumptions on revenue growth, profit margins and future P/E multiples that are in line with recent target increases from several banks. Analyst Commentary Recent research updates on Befesa have focused on fine tuning valuation assumptions as price targets move into the mid to high €30s.
Aggiornamento della narrazione Apr 13

BFSA: Slightly Higher Assumptions And Lower Discount Rate May Support Re Rating

Analysts have raised their average price target on Befesa by €1, citing research updates that reflect slightly higher long term growth and profitability assumptions, along with a modestly lower discount rate in their valuation models. Analyst Commentary Recent research on Befesa has focused on fine tuning price targets rather than making sweeping changes to ratings.
Aggiornamento della narrazione Mar 30

BFSA: Higher Revenue And Margin Assumptions Will Support Future Re Rating Potential

Analysts have maintained Befesa's fair value estimate at €33.00, while recent price target increases from Deutsche Bank, Berenberg and Citi indicate slightly stronger confidence, supported by modestly higher revenue growth, profit margin and future P/E assumptions in updated models. Analyst Commentary Recent research updates have lifted formal price targets into a €36 to €40 range, but the tone around the shares is not uniformly upbeat.
Aggiornamento della narrazione Mar 16

BFSA: Higher P/E Assumptions And Modest Margin Gains Will Drive Future Upside Potential

Analysts have increased the fair value estimate for Befesa by €1 to €33. They point to updated assumptions around revenue growth, profit margins and future P/E multiples that align broadly with recent Street price target increases into the €36 to €40 range.
Aggiornamento della narrazione Mar 02

BFSA: Revised Profitability And P/E Assumptions Will Shape Future Risk Reward Balance

Analysts have lifted their price target on Befesa by €4 to €32, citing updated assumptions for revenue growth, profit margins, and future P/E that support a slightly lower discount rate in their valuation work. Analyst Commentary While the higher €32 price target reflects updated assumptions in the latest research, bearish analysts are still flagging several risks that they feel limit upside and keep them cautious on the stock.
Aggiornamento della narrazione Feb 16

BFSA: Higher Profitability Assumptions Will Shape Future Risk Reward Balance

Analysts have raised their price target on Befesa by €4 to €32. This reflects updated views on fair value, revenue growth, profit margins and future P/E assumptions.
Aggiornamento della narrazione Feb 01

BFSA: Refined Discount Rate And Margins Will Support Future Earnings Re Rating

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around the discount rate, revenue growth, profit margin and future P/E. These factors together support a slightly more cautious stance, while keeping the overall fair value framework broadly unchanged.
Aggiornamento della narrazione Jan 18

BFSA: Refined Discount Rate And Margin Outlook Will Support Long Term Earnings

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around discount rates, revenue growth, profit margin and future P/E that support a slightly more cautious stance while keeping the overall fair value framework broadly unchanged. Analyst Commentary Recent commentary points to a more fine tuned view of Befesa, with the updated €29 price target reflecting refreshed model inputs rather than a radical shift in conviction.
Articolo di analisi Jan 06

At €30.54, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

While Befesa S.A. ( ETR:BFSA ) might not have the largest market cap around , it saw a decent share price growth of 13...
Aggiornamento della narrazione Jan 04

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Long Term Earnings Outlook

Narrative Update on Befesa Analysts have modestly lifted their blended price target on Befesa, reflecting a more optimistic view on long term profitability and valuation multiples, even as near term revenue growth expectations have been tempered. Analyst Commentary Recent Street research on Befesa presents a mixed but gradually improving outlook, with modest adjustments to price targets reflecting evolving views on the company’s execution and earnings trajectory.
Articolo di analisi Dec 19

Is Befesa (ETR:BFSA) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Aggiornamento della narrazione Dec 15

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Earnings Outlook

Analysts have modestly increased their price target on Befesa from EUR 42 to EUR 44, reflecting slightly stronger revenue growth expectations and sector tailwinds highlighted in recent research, despite only incremental changes to margins and discount rates. Analyst Commentary Bullish analysts have become incrementally more constructive on Befesa over recent weeks, highlighting improving growth prospects in core end markets and a clearer execution path on expansion projects.
Articolo di analisi Sep 24

Befesa S.A.'s (ETR:BFSA) Subdued P/E Might Signal An Opportunity

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
Aggiornamento della narrazione Sep 20

Decarbonization And Circular Economy Will Expand Recycling Demand

Analysts have modestly raised Befesa’s price target to €36.94, highlighting its strong market position, earnings momentum, capital discipline, and attractive valuation despite some near-term volume and pricing headwinds. Analyst Commentary Bullish analysts highlight Befesa’s strong positioning to benefit from growth in the steel dust recycling market.
Articolo di analisi Aug 02

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Befesa S.A. ( ETR:BFSA ) recently reported its interim numbers. Results look mixed - while revenue...
Articolo di analisi May 30

Is Befesa (ETR:BFSA) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi May 14

Investors Still Aren't Entirely Convinced By Befesa S.A.'s (ETR:BFSA) Earnings Despite 26% Price Jump

The Befesa S.A. ( ETR:BFSA ) share price has done very well over the last month, posting an excellent gain of 26%. But...
Articolo di analisi Apr 30

Is There An Opportunity With Befesa S.A.'s (ETR:BFSA) 41% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Befesa fair value estimate is €42.51 Befesa's €25.20 share...
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Nuova narrazione Feb 11

Palmerton Expansion And Cost Reductions Will Improve US Zinc Recycling Operations

Befesa anticipates significant EBITDA growth from improved zinc hedging, expanded U.S. recycling, and cost reductions in zinc refining operations.
Articolo di analisi Jan 31

Fewer Investors Than Expected Jumping On Befesa S.A. (ETR:BFSA)

It's not a stretch to say that Befesa S.A.'s ( ETR:BFSA ) price-to-earnings (or "P/E") ratio of 15.7x right now seems...
Articolo di analisi Nov 08

Befesa's (ETR:BFSA) Solid Earnings May Rest On Weak Foundations

The stock price didn't jump after Befesa S.A. ( ETR:BFSA ) posted decent earnings last week. Our analysis showed that...
Articolo di analisi Nov 04

Is Befesa (ETR:BFSA) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Oct 17

Should You Think About Buying Befesa S.A. (ETR:BFSA) Now?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Sep 29

Potential Upside For Befesa S.A. (ETR:BFSA) Not Without Risk

It's not a stretch to say that Befesa S.A.'s ( ETR:BFSA ) price-to-earnings (or "P/E") ratio of 18.6x right now seems...
Articolo di analisi Jul 31

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Last week, you might have seen that Befesa S.A. ( ETR:BFSA ) released its half-year result to the market. The early...
Articolo di analisi Jun 19

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. ( ETR:BFSA ) has announced that on 25th of June, it will be paying a dividend of€0.73, which a reduction...
Articolo di analisi May 26

Befesa S.A. (ETR:BFSA) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Befesa S.A. ( ETR:BFSA ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...
Articolo di analisi Apr 25

Befesa's (ETR:BFSA) Dividend Is Being Reduced To €0.73

Befesa S.A.'s ( ETR:BFSA ) dividend is being reduced from last year's payment covering the same period to €0.73 on the...
Articolo di analisi Apr 16

Is Befesa S.A. (ETR:BFSA) Potentially Undervalued?

While Befesa S.A. ( ETR:BFSA ) might not have the largest market cap around , it received a lot of attention from a...
Articolo di analisi Mar 27

Why Befesa's (ETR:BFSA) Shaky Earnings Are Just The Beginning Of Its Problems

The subdued market reaction suggests that Befesa S.A.'s ( ETR:BFSA ) recent earnings didn't contain any surprises. We...
Articolo di analisi Mar 06

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. ( ETR:BFSA ) is reducing its dividend to €0.73 on the 25th of Junewhich is 42% less than last year's...
Articolo di analisi Jan 05

What You Can Learn From Befesa S.A.'s (ETR:BFSA) P/E

With a price-to-earnings (or "P/E") ratio of 28.5x Befesa S.A. ( ETR:BFSA ) may be sending very bearish signals at the...
Articolo di analisi Dec 17

What Is Befesa S.A.'s (ETR:BFSA) Share Price Doing?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Oct 04

Befesa (ETR:BFSA) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Articolo di analisi Aug 31

Is Now An Opportune Moment To Examine Befesa S.A. (ETR:BFSA)?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Jul 05

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi May 27

An Intrinsic Calculation For Befesa S.A. (ETR:BFSA) Suggests It's 50% Undervalued

Key Insights Befesa's estimated fair value is €73.81 based on 2 Stage Free Cash Flow to Equity Befesa is estimated to...
Articolo di analisi May 10

Befesa (ETR:BFSA) Is Paying Out A Dividend Of €1.25

The board of Befesa S.A. ( ETR:BFSA ) has announced that it will pay a dividend of €1.25 per share on the 20th of June...
Articolo di analisi Mar 24

At €42.40, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Feb 20

Estimating The Intrinsic Value Of Befesa S.A. (ETR:BFSA)

Key Insights The projected fair value for Befesa is €62.49 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi Feb 05

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Dec 16

Is It Time To Consider Buying Befesa S.A. (ETR:BFSA)?

While Befesa S.A. ( ETR:BFSA ) might not be the most widely known stock at the moment, it saw a significant share price...

Previsioni di crescita degli utili e dei ricavi

XTRA:BFSA - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,3651161672337
12/31/20271,3771081552209
12/31/20261,2721011462197
3/31/20261,15983132216N/A
12/31/20251,18381136212N/A
9/30/20251,21687121188N/A
6/30/20251,21971109186N/A
3/31/20251,24960133211N/A
12/31/20241,23951113192N/A
9/30/20241,1915596181N/A
6/30/20241,1865872162N/A
3/31/20241,1575250142N/A
12/31/20231,1815843147N/A
9/30/20231,2004729144N/A
6/30/20231,1797626129N/A
3/31/20231,1979419131N/A
12/31/20221,13610631137N/A
9/30/20221,08812526122N/A
6/30/20221,01010420112N/A
3/31/202289010242117N/A
12/31/202182210040118N/A
9/30/20217327856129N/A
6/30/20216877385152N/A
3/31/20216185844111N/A
12/31/2020604483893N/A
9/30/2020598532493N/A
6/30/202060061-1865N/A
3/31/2020648751393N/A
12/31/201964883N/A103N/A
9/30/201967890N/A106N/A
6/30/201968789N/A116N/A
3/31/201970493N/A112N/A
12/31/201872092N/A104N/A
9/30/201871650N/A84N/A
6/30/201873347N/A96N/A
3/31/2018747115N/A73N/A
12/31/201772522N/A92N/A
9/30/2017709-36N/A74N/A
6/30/2017685-43N/A79N/A
3/31/2017634-100N/A80N/A
12/31/2016612-52N/A56N/A
12/31/2015744-84N/A55N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BFSA ( 11.2% all'anno) è superiore al tasso di risparmio ( 1.9% ).

Guadagni vs Mercato: Si prevede che gli utili di BFSA ( 11.2% all'anno) cresceranno più lentamente rispetto al mercato German ( 16.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BFSA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BFSA ( 6.2% all'anno) crescerà più lentamente rispetto al mercato German ( 6.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BFSA ( 6.2% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BFSA sarà basso tra 3 anni ( 11.5 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 19:46
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Befesa S.A. è coperta da 21 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jaime EscribanoBanco Santander
Carlos Javier Treviño PeinadorBanco Santander
Lasse StuebenBerenberg