Prada S.p.A.

Report azionario SEHK:1913

Capitalizzazione di mercato: HK$93.9b

Prada Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Andrea Guerra

Amministratore delegato

€7.6m

Compenso totale

Percentuale dello stipendio del CEO22.46%
Mandato del CEO3.3yrs
Proprietà del CEOn/a
Durata media del management3.3yrs
Durata media del Consiglio di amministrazione4.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Andrea Guerra rispetto agli utili di Prada?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Andrea ($USD 8.89M ) è superiore alla media delle aziende di dimensioni simili nel mercato Hong Kong ($USD 959.97K ).

Compensazione vs guadagni: La retribuzione di Andrea è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Andrea Guerra (60 yo)

3.3yrs
Mandato
€7,639,000
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Patrizio Bertelli
Founder & Executive Chairman22.5yrs€21.18mNessun dato
Andrea Guerra
CEO & Executive Director3.3yrs€7.64mNessun dato
Paolo Zannoni
Executive Deputy Chairman5yrs€5.18mNessun dato
Andrea Bonini
CFO & Executive Director4yrs€2.17mNessun dato
Lorenzo Bertelli
Chief Marketing Officer7.3yrs€507.00kNessun dato
Miuccia Prada Bianchi
Executive Directorno data€21.18mNessun dato
Cristiano Agostini
Group Chief Information Officer4.8yrsNessun datoNessun dato
Francesca Secondari
Group General Counsel & Chief Legal Officer3yrsNessun datoNessun dato
Rosa Santamaria Maurizio
Group Chief People Officer2.7yrsNessun datoNessun dato
Maurizio Ciabatti
Chief Real Estate Officer10.3yrsNessun datoNessun dato
Giulio Brini
MD of APAC Regionno dataNessun datoNessun dato
Pablo Carola
Chief Corporate Officer Middle East2.4yrsNessun datoNessun dato
3.3yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di 1913 è considerato esperto (durata media dell'incarico 3.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Patrizio Bertelli
Founder & Executive Chairman22.5yrs€21.18mNessun dato
Andrea Guerra
CEO & Executive Director3.3yrs€7.64mNessun dato
Paolo Zannoni
Executive Deputy Chairman5yrs€5.18mNessun dato
Andrea Bonini
CFO & Executive Director3.5yrs€2.17mNessun dato
Lorenzo Bertelli
Chief Marketing Officer5yrs€507.00kNessun dato
Miuccia Prada Bianchi
Executive Director22.5yrs€21.18mNessun dato
Cristiana Ruella
Independent Non-Executive Director2.1yrs€164.00kNessun dato
Yoel Zaoui
Lead Independent Director5yrs€193.00kNessun dato
Roberto Spada
Chairman of Board of Statutory Auditors14yrsNessun datoNessun dato
Pamela Culpepper
Independent Non-Executive Director4.3yrs€193.00kNessun dato
Ilaria Resta
Independent Non-Executive Directorless than a year€52.00kNessun dato
Anna Rugarli
Independent Non-Executive Director4.3yrs€218.00kNessun dato
4.7yrs
Durata media
60.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 1913 sono considerati esperti (durata media dell'incarico 4.7 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 09:26
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

Prada S.p.A. è coperta da 51 analisti. 17 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
Jiaying HuangBarclays
Carole MadjoBarclays
Julian EasthopeBarclays