Jerónimo Martins, SGPS, S.A.

Report azionario ENXTLS:JMT

Capitalizzazione di mercato: €10.8b

Jerónimo Martins SGPS Crescita futura

Criteri Future verificati 4/6

Jerónimo Martins SGPS prevede che gli utili e i ricavi cresceranno rispettivamente di 12.4% e 6% all'anno. Si prevede che l'EPS crescerà di 12.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 21% in 3 anni.

Informazioni chiave

12.4%

Tasso di crescita degli utili

12.92%

Tasso di crescita dell'EPS

Consumer Retailing crescita degli utili10.5%
Tasso di crescita dei ricavi6.0%
Rendimento futuro del capitale proprio20.96%
Copertura analitica

Good

Ultimo aggiornamento11 Aug 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Aug 01

Jerónimo Martins, SGPS, S.A. (ELI:JMT) Just Released Its Half-Year Results And Analysts Are Updating Their Estimates

Investors in Jerónimo Martins, SGPS, S.A. ( ELI:JMT ) had a good week, as its shares rose 3.3% to close at €17.36...

Recent updates

Articolo di analisi • Aug 01

Jerónimo Martins, SGPS, S.A. (ELI:JMT) Just Released Its Half-Year Results And Analysts Are Updating Their Estimates

Investors in Jerónimo Martins, SGPS, S.A. ( ELI:JMT ) had a good week, as its shares rose 3.3% to close at €17.36...
Aggiornamento narrativa • Jul 20

JMT: Polish Expansion And Dividend Stability Will Support Future Upside

Analysts have trimmed the fair value estimate for Jerónimo Martins SGPS from €23.75 to about €23.03, reflecting slightly softer revenue growth and profit margin assumptions. Recent research still supports the stock with Buy, Outperform and Overweight ratings, and price targets clustered between €20.40 and €24.20.
Nuova narrativa • Jul 18

Store Expansion And Sustainability Investments Will Shape A Cautious Retail Future

Catalysts About Jerónimo Martins SGPS Jerónimo Martins SGPS is a food retail group with supermarket, discount and cash-and-carry banners across Poland, Portugal, Colombia and Slovakia. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Jul 06

JMT: Polish Execution And Dividend Support Will Drive Future Upside Potential

The analyst fair value estimate for Jerónimo Martins SGPS has been adjusted from €24.75 to €23.75 as analysts recalibrate their price targets and underlying assumptions in light of recent research that trims growth and margin expectations, while still highlighting longer term opportunities, particularly in Poland. Analyst Commentary Recent Street research on Jerónimo Martins SGPS shows a cluster of price target revisions around the low to mid €20s, with most analysts maintaining positive stock ratings while trimming their fair value assumptions.
Nuova narrativa • Jul 03

Store Expansion And Margin Rebuild Will Support Stronger Long Term Earnings Potential

Catalysts About Jerónimo Martins SGPS Jerónimo Martins SGPS is a multinational food retail group with core banners in Poland, Portugal and Colombia. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Jun 22

JMT: Incremental P/E Reset Will Support Upside As Margin Assumptions Hold

Jerónimo Martins SGPS has seen its analyst price target reduced slightly by around €0.35, as analysts fine-tune their fair value models on revenue growth, margins and future P/E assumptions in light of recent target cuts from major banks. Analyst Commentary Recent price target revisions for Jerónimo Martins SGPS give you a clearer view of how analysts are recalibrating expectations on valuation, growth and execution quality.
Aggiornamento narrativa • Jun 05

JMT: Incremental P/E Reset Will Support Upside As Margins Strengthen

Analysts have trimmed their price target for Jerónimo Martins SGPS by about €0.01, reflecting updated views on revenue growth, profit margins and future P/E assumptions, following recent Street research that reduced targets by €0.30 and €0.10. Analyst Commentary Bullish Takeaways Bullish analysts view the modest €0.01 trimming of the price target, compared with prior €0.30 and €0.10 cuts at JPMorgan, as a signal that recent adjustments to revenue, margin and P/E assumptions are now more incremental than disruptive.
Aggiornamento narrativa • Apr 26

JMT: Premium P/E And Margins Will Support Upside Despite Higher Discount Rate

The analyst price target for Jerónimo Martins SGPS has been trimmed by about €0.10 as analysts factor in updated fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Analysts have adjusted their views around Jerónimo Martins SGPS, with the modest €0.10 target cut reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E levels rather than a wholesale change in thesis.
Aggiornamento narrativa • Apr 10

JMT: Premium Multiple Will Be Supported By Adjusted Discount Rate Assumptions

Analysts have trimmed their price target on Jerónimo Martins SGPS by around €0.56 to €24.82, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E, alongside recent Street research that included a €0.10 target cut. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed €24.82 target as still implying room for upside versus recent trading levels, suggesting they are comfortable with the revised fair value framework.
Articolo di analisi • Apr 06

Jerónimo Martins SGPS' (ELI:JMT) Earnings Offer More Than Meets The Eye

The market seemed underwhelmed by the solid earnings posted by Jerónimo Martins, SGPS, S.A. ( ELI:JMT ) recently. We...
Articolo di analisi • Feb 16

Market Participants Recognise Jerónimo Martins, SGPS, S.A.'s (ELI:JMT) Earnings

When close to half the companies in Portugal have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Articolo di analisi • Jan 16

Returns On Capital At Jerónimo Martins SGPS (ELI:JMT) Have Hit The Brakes

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Aggiornamento narrativa • Jan 11

JMT: Premium Multiple Will Be Sustained By Refined Discount And P E Assumptions

Analysts have slightly reduced their fair value estimate for Jerónimo Martins SGPS to €25.39 from €25.57, aligning it with a recent Street price target increase to €25.30. They cited updated views on discount rates, revenue growth and future P/E assumptions.
Aggiornamento narrativa • Dec 24

JMT: Premium Multiple Will Be Sustained By Margin Resilience And Defensive Format

Analysts have nudged their price target on Jerónimo Martins SGPS slightly higher to just above EUR 25, reflecting modestly softer growth and margin assumptions, which are offset by confidence in the company’s ability to sustain a premium valuation multiple. Analyst Commentary Recent updates from JPMorgan highlight a generally constructive stance on Jerónimo Martins SGPS, with the latest move being a price target increase to EUR 25.30 while maintaining an Overweight rating.
Aggiornamento narrativa • Dec 10

JMT: Margin Resilience Will Support Continued Outperformance Amid Higher Required Returns

The analyst price target for Jerónimo Martins SGPS has edged higher to approximately EUR 25.30 from around EUR 23.70, as analysts cite a slightly lower future P E multiple alongside steady expectations for revenue growth and profit margins. Analyst Commentary Recent Street research on Jerónimo Martins SGPS highlights a constructive view on the company’s medium term growth profile, with adjustments to the price target reflecting fine tuning of valuation assumptions rather than a change in fundamental outlook.
Articolo di analisi • Dec 01

Are Investors Undervaluing Jerónimo Martins, SGPS, S.A. (ELI:JMT) By 31%?

Key Insights The projected fair value for Jerónimo Martins SGPS is €29.54 based on 2 Stage Free Cash Flow to Equity...
Aggiornamento narrativa • Nov 25

JMT: Confidence In Core Market Performance Will Support Continued Outperformance

Analysts have increased their price target for Jerónimo Martins SGPS to €25.68, up from €25.41. They cite a balanced outlook on fair value, modest tweaks to revenue growth and profit margin projections, and ongoing confidence in the company’s future performance.
Articolo di analisi • Nov 16

Investors Appear Satisfied With Jerónimo Martins, SGPS, S.A.'s (ELI:JMT) Prospects

Jerónimo Martins, SGPS, S.A.'s ( ELI:JMT ) price-to-earnings (or "P/E") ratio of 21.2x might make it look like a strong...
Aggiornamento narrativa • Nov 09

JMT: Improved Margins And Market Resilience Will Drive Future Outperformance

The analyst price target for Jerónimo Martins SGPS has increased slightly from €25.07 to €25.41. This change reflects analysts' greater confidence in the company's improved profit margins and sustained positive outlook.
Articolo di analisi • Oct 22

Does Jerónimo Martins SGPS (ELI:JMT) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi • Sep 06

Jerónimo Martins SGPS' (ELI:JMT) Soft Earnings Don't Show The Whole Picture

Shareholders appeared unconcerned with Jerónimo Martins, SGPS, S.A.'s ( ELI:JMT ) lackluster earnings report last week...
Articolo di analisi • Aug 26

An Intrinsic Calculation For Jerónimo Martins, SGPS, S.A. (ELI:JMT) Suggests It's 27% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Jerónimo Martins SGPS fair value estimate is €28.80 Current...
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Nuova narrativa • Nov 12

Expanding Networks And Calculated Investments Poised To Drive Growth In Thriving Markets

Strategic investments in store infrastructure and value propositions may enhance consumer experience and drive revenue growth.

Previsioni di crescita degli utili e dei ricavi

ENXTLS:JMT - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202842,836865762N/A17
12/31/202740,356774618N/A18
12/31/202638,081676414N/A15
6/30/202636,877637N/AN/AN/A
3/31/202636,5186381,3452,400N/A
12/31/202535,9916461,3682,425N/A
9/30/202535,2336431,2372,253N/A
6/30/202534,5626159541,984N/A
3/31/202533,7756294541,495N/A
12/31/202433,4645996491,654N/A
9/30/202432,9226384701,506N/A
6/30/202432,3936537691,874N/A
3/31/202431,8707131,0542,133N/A
12/31/202330,6087569452,025N/A
9/30/202329,4447291,1832,240N/A
6/30/202328,0156859941,988N/A
3/31/202326,6766421,1852,142N/A
12/31/202225,3855901,2082,095N/A
9/30/202224,0755581,1401,907N/A
6/30/202222,8705381,2111,935N/A
3/31/202221,6164931,0011,660N/A
12/31/202120,8894631,1721,756N/A
9/30/202120,3014171,0901,646N/A
6/30/202119,8783941,1591,617N/A
3/31/202119,3643351,0281,469N/A
12/31/202019,2933129351,449N/A
9/30/202019,1743427651,312N/A
6/30/202019,0463316381,248N/A
3/31/202019,107363N/A1,428N/A
12/31/201918,638390N/A1,492N/A
9/30/201918,199376N/A1,434N/A
6/30/201917,819384N/A1,301N/A
3/31/201917,384378N/A1,025N/A
12/31/201817,337401N/A875N/A
9/30/201817,150392N/A869N/A
6/30/201816,948392N/A861N/A
3/31/201816,798392N/A1,080N/A
12/31/201716,276385N/A909N/A
9/30/201715,810377N/A856N/A
6/30/201715,417594N/A811N/A
3/31/201714,925593N/A692N/A
12/31/201614,622593N/A843N/A
9/30/201614,292583N/A869N/A
6/30/201614,042356N/A902N/A
3/31/201613,916346N/A874N/A
12/31/201513,728333N/A860N/A
9/30/201513,522317N/A821N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di JMT ( 12.4% all'anno) è superiore al tasso di risparmio ( 2.7% ).

Guadagni vs Mercato: Si prevede che gli utili di JMT ( 12.4% all'anno) cresceranno più rapidamente del mercato Portuguese ( 8.1% all'anno).

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

Ricavi vs Mercato: Si prevede che il fatturato di JMT ( 6% all'anno) crescerà più rapidamente del mercato Portuguese ( 4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di JMT ( 6% 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 JMT sarà elevato tra 3 anni ( 21 %)

Scoprire le aziende in crescita

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1Y

7D

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7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/19 05:45
Prezzo dell'azione a fine giornata2026/08/19 00:00
Utili2026/06/30
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 delle guide su come utilizzare i nostri report e dei 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

Jerónimo Martins, SGPS, S.A. è coperta da 43 analisti. 18 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
Jesús Gómez DominguezBanco Santander
Alejandro Conde FraisoliBanco Santander
James AnsteadBarclays