OPmobility SE

Report azionario ENXTPA:OPM

Capitalizzazione di mercato: €2.3b

OPmobility Performance degli utili passati

Criteri Il passato verificati 4/6

OPmobility ha registrato una crescita degli utili a un tasso medio annuo di 16.9%, mentre il settore Auto Components ha registrato utili in crescita a un tasso medio annuo di 7.2%. I ricavi sono stati in crescita a un tasso medio annuo di 8.9%. Il ritorno sul capitale proprio di OPmobility è 8.7% e ha margini netti di 1.8%.

Informazioni chiave

16.92%

Tasso di crescita degli utili

17.18%

Tasso di crescita dell'EPS

Auto Components Crescita del settore-14.80%
Tasso di crescita dei ricavi8.92%
Rendimento del capitale proprio8.72%
Margine netto1.81%
Prossimo aggiornamento sugli utili22 Jul 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Feb 28

We Think OPmobility's (EPA:OPM) Solid Earnings Are Understated

Shareholders appeared to be happy with OPmobility SE's ( EPA:OPM ) solid earnings report last week. This reaction by...

Recent updates

Aggiornamento della narrazione May 16

OPM: Higher Fair Value And New Contract Wins Will Shape Future Performance

OPmobility's updated fair value estimate of €21, up from €20, reflects a modestly higher analyst price target as firms cite recent target increases to €19.50 and €21, along with slightly firmer margin assumptions despite adjusted growth and discount rate inputs. Analyst Commentary Recent Street research on OPmobility has leaned positive, with bullish analysts lifting price targets into a €19.50 to €21 range.
Aggiornamento della narrazione Apr 27

OPM: Future Returns Will Rely On HEV Contract Execution Over Higher P E Assumptions

Analysts have raised their target range for OPmobility to approximately €19.50 to €21, resulting in a modest reduction in the modelled fair value to €17.44 as they incorporate updated discount rates, revenue growth and profit margin assumptions, along with a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets into a higher range of €19.50 to €21, which aligns with the updated fair value estimate of €17.44 and signals greater confidence in the risk and reward profile at current levels.
Aggiornamento della narrazione Apr 13

OPM: Future Returns Will Rely On HEV Contract Delivery Versus Higher P E Assumptions

Narrative Update on OPmobility The updated analyst price target for OPmobility moves from €16.44 to €17.69, reflecting analysts' higher fair value and P/E assumptions following recent target increases from firms that now see the shares in a €19.50 to €21 range. Analyst Commentary Recent research is clustered around higher price targets in the €19.50 to €21 range, which feeds into the updated blended target of €17.69 and implies analysts are revisiting both valuation multiples and execution assumptions for OPmobility.
Aggiornamento della narrazione Mar 30

OPM: Elevated Margin Aims Will Confront HEV Contract Execution Uncertainty

Analyst price targets for OPmobility have moved higher into a €13.50 to €21 range, as analysts point to updated expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates cluster OPmobility in a higher price target range, with figures stretching from €13.50 up to €21.
Aggiornamento della narrazione Mar 16

OPM: Elevated Margin Hopes Will Eventually Confront HEV Contract Execution Risk

Narrative Update The updated analyst price target for OPmobility rises from €16.50 to €21. This reflects analysts' use of slightly higher discount rate, revenue growth, profit margin and future P/E assumptions, supported by recent target increases from several major banks.
Aggiornamento della narrazione Mar 02

OPM: Elevated Margin Hopes Will Eventually Collide With Execution And Contract Risks

Analysts have lifted our OPmobility fair value estimate from €9.20 to about €10.31, reflecting higher price targets on the stock from several banks and updated assumptions around growth, margins, discount rate and future P/E. Analyst Commentary Recent price target revisions for OPmobility cluster in a relatively tight range but come with different stances on risk and reward.
Aggiornamento della narrazione Feb 16

OPM: Future Returns Will Depend On Earnings Delivery Versus Refreshed Market Expectations

Narrative update on OPmobility The analyst price target for OPmobility has been raised to €13.50, supported by recent upward revisions from firms that refer to adjusted assumptions on discount rate, profit margin and future P/E, while the fair value estimate of €16.44 remains unchanged. Analyst Commentary Recent Street research on OPmobility points to a cluster of higher price targets, alongside some caution on the near term risk and reward profile.
Aggiornamento della narrazione Feb 02

OPM: Future Returns Will Depend On Earnings Delivery And Leadership Continuity

Analysts have raised their price targets on OPmobility, lifting our fair value estimate from €13.61 to €16.44. This change is supported by updated assumptions for discount rates, margins and future P/E multiples reflected in recent research from major banks.
Aggiornamento della narrazione Jan 19

OPM: Higher Fair Value And Leadership Transition Will Shape Future Share Performance

Analysts have increased their fair value estimate for OPmobility from €17.00 to €20.00, citing updated price targets from Deutsche Bank and Morgan Stanley, along with small refinements to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent price target revisions have been a key driver behind the higher fair value estimate for OPmobility.
Aggiornamento della narrazione Jan 05

OPM: Leadership Transition And Earnings Outlook Will Shape Future Share Performance

Analysts have lifted their price target on OPmobility to EUR 17.00 from EUR 16.30, reflecting modestly lower discount rate assumptions, slightly tempered growth and margin forecasts, and a higher expected future P E multiple. Analyst Commentary Bullish analysts highlight the recent price target increase to EUR 17.00 as a sign of growing confidence in OPmobility's execution, margin resilience, and medium term growth prospects.
Aggiornamento della narrazione Dec 17

OPM: Rising Margin Hopes Will Eventually Clash With Execution Risks

Analysts have raised their price target on OPmobility to EUR 17.00 from EUR 16.30. They cite a higher fair value estimate and slightly improved long term profit margin expectations, despite a modestly higher discount rate and a softer revenue growth outlook.
Aggiornamento della narrazione Dec 03

OPM: Future Performance Will Hinge On Earnings Delivery And Leadership Transition

Analysts have nudged their price target for OPmobility higher to EUR 17 from EUR 16.30, reflecting slightly adjusted assumptions on fair value, discount rate, and future earnings multiples. Analyst Commentary Recent research updates highlight a modestly more constructive stance on OPmobility, with bullish analysts pointing to incremental upside in both earnings power and valuation as near term execution risks appear more contained.
Aggiornamento della narrazione Nov 19

OPM: Future Performance Will Depend On Earnings Trajectory And Market Dynamics

Narrative Update on OPmobility Price Target Analysts have increased their price target for OPmobility from €16.30 to €17.00. This change reflects a positive outlook supported by updated fair value estimates and sustained buy recommendations in recent research.
Articolo di analisi Nov 14

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento della narrazione Nov 05

OPM: Future Margins And Measured Risks Will Define Financial Performance

OPmobility's analyst price target has increased from €16.30 to €17.00. This reflects analysts’ view of incremental improvements in fair value and profit margin projections.
Aggiornamento della narrazione Oct 22

Analysts Raise OPmobility Price Target Citing Stable Margins and Improved Risk Outlook

Analysts have increased their price target for OPmobility from €16.30 to €17. The revised outlook is driven by stable profit margins and updated discount rate assumptions.
Aggiornamento della narrazione Oct 08

Asian And European Trends Will Moderate Overvaluation And Create Opportunity

Analysts have raised their price target for OPmobility, increasing it from EUR 16.30 to EUR 17. They cite moderate improvements in profit margin and future earnings expectations as key drivers for the update.
Articolo di analisi Aug 15

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Jul 22

Take Care Before Diving Into The Deep End On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right now...
Articolo di analisi Jun 29

OPmobility (EPA:OPM) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi May 15

Why OPmobility SE (EPA:OPM) Could Be Worth Watching

OPmobility SE ( EPA:OPM ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
Articolo di analisi Apr 17

Shareholders Will Probably Hold Off On Increasing OPmobility SE's (EPA:OPM) CEO Compensation For The Time Being

Key Insights OPmobility to hold its Annual General Meeting on 24th of April Total pay for CEO Laurent Favre includes...
Articolo di analisi Apr 12

Fewer Investors Than Expected Jumping On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a buy right now compared...
Articolo di analisi Mar 20

OPmobility (EPA:OPM) Is Due To Pay A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. The dividend yield...
Articolo di analisi Feb 28

We Think OPmobility's (EPA:OPM) Solid Earnings Are Understated

Shareholders appeared to be happy with OPmobility SE's ( EPA:OPM ) solid earnings report last week. This reaction by...
User avatar
Nuova narrazione Feb 23

Achieving Carbon Neutrality By 2025 Will Increase Energy Efficiency

The consolidation of business groups and focus on efficiency measures are expected to enhance operating and net margins by reducing costs.
Articolo di analisi Feb 23

OPmobility (EPA:OPM) Has Announced A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. Despite the cut...
Articolo di analisi Dec 10

Does OPmobility (EPA:OPM) Have A Healthy 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 Oct 29

Is It Time To Consider Buying OPmobility SE (EPA:OPM)?

OPmobility SE ( EPA:OPM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Articolo di analisi Sep 17

OPmobility SE's (EPA:OPM) Subdued P/E Might Signal An Opportunity

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
Articolo di analisi Aug 24

OPmobility (EPA:OPM) Has A Somewhat Strained 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 Jul 26

OPmobility SE (EPA:OPM) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders of OPmobility SE ( EPA:OPM ) will be pleased this week, given that the stock price is up 11% to €10.33...
Articolo di analisi May 22

Investors Continue Waiting On Sidelines For OPmobility (EPA:POM)

With a price-to-earnings (or "P/E") ratio of 9.9x OPmobility ( EPA:POM ) may be sending bullish signals at the moment...
Articolo di analisi Mar 31

At €12.08, Is It Time To Put Compagnie Plastic Omnium SE (EPA:POM) On Your Watch List?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it saw a double-digit share price rise of...
Articolo di analisi Mar 16

Compagnie Plastic Omnium (EPA:POM) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jan 04

Compagnie Plastic Omnium SE (EPA:POM) Screens Well But There Might Be A Catch

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Articolo di analisi Dec 09

Is It Time To Consider Buying Compagnie Plastic Omnium SE (EPA:POM)?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a decent...
Articolo di analisi Oct 16

Is Compagnie Plastic Omnium SE (EPA:POM) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €21.83 Current...
Articolo di analisi Sep 30

Here's Why We Think Compagnie Plastic Omnium (EPA:POM) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi Aug 26

Is Compagnie Plastic Omnium SE (EPA:POM) Potentially Undervalued?

Compagnie Plastic Omnium SE ( EPA:POM ), is not the largest company out there, but it saw significant share price...
Articolo di analisi Aug 07

We Think Compagnie Plastic Omnium (EPA:POM) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi Jul 04

Compagnie Plastic Omnium SE's (EPA:POM) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €22.77...
Articolo di analisi May 17

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it received a lot of attention from a...
Articolo di analisi Apr 15

Does Compagnie Plastic Omnium (EPA:POM) 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 Mar 30

An Intrinsic Calculation For Compagnie Plastic Omnium SE (EPA:POM) Suggests It's 43% Undervalued

Key Insights Compagnie Plastic Omnium's estimated fair value is €28.41 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Jan 06

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a...

Ripartizione dei ricavi e delle spese

Come OPmobility guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

ENXTPA:OPM Ricavi, spese e utili (EUR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 2510,216185451257
30 Sep 2510,310173445261
30 Jun 2510,403160439264
31 Mar 2510,444165449263
31 Dec 2410,484170459262
30 Sep 2410,459166474265
30 Jun 2410,434163488269
31 Mar 2410,374163476284
31 Dec 2310,314163464300
30 Sep 2310,112163437305
30 Jun 239,911163410311
31 Mar 239,224165379294
31 Dec 228,538168347277
30 Sep 227,954128329267
30 Jun 227,37088310256
31 Mar 227,302107302257
31 Dec 217,233126294258
30 Sep 217,565211281254
30 Jun 217,896295269251
31 Mar 217,48522267258
31 Dec 207,073-251265266
30 Sep 207,130-276271270
30 Jun 207,187-300277274
31 Mar 207,840-21282263
31 Dec 198,494258287253
30 Sep 198,408361286241
30 Jun 198,323463285229
31 Mar 197,784498283217
31 Dec 187,245532282204
30 Sep 186,790480280194
30 Jun 186,336428279184
31 Mar 186,384416284176
31 Dec 176,433405288168
30 Sep 176,459382299164
30 Jun 176,484358310160
31 Mar 176,171335307153
31 Dec 165,857312304146
30 Sep 165,526292291134
30 Jun 165,196272279122
31 Mar 165,103265279115
31 Dec 155,010258278108
30 Sep 154,838258274107
30 Jun 154,665258270105

Guadagni di qualità: OPM ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di OPM (1.8%) OPM sono più alti rispetto allo scorso anno (1.6%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: OPM è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 16.9% all'anno.

Accelerare la crescita: La crescita degli utili di OPM nell'ultimo anno ( 8.8% ) è inferiore alla media quinquennale ( 16.9% all'anno).

Guadagni vs Settore: La crescita degli utili OPM nell'ultimo anno ( 8.8% ) ha superato la percentuale del settore Auto Components 5.2%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 8.7% ) di OPM è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 14:47
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2025/12/31
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

OPmobility SE è coperta da 16 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
Harry MartinBernstein
Steve Pereira FernandesBernstein
Stephen ReitmanBernstein