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Somnigroup International Inc.NYSE:SGI Rapporto sulle azioni

Cap. di mercato US$12.9b
Prezzo delle azioni
US$65.69
US$101.5
35.3% sottovalutato sconto intrinseco
1Y1.7%
7D2.7%
Valore del portafoglio
Vista

Somnigroup International Inc.

Report azionario NYSE:SGI

Capitalizzazione di mercato: US$12.9b

Somnigroup International (SGI) Panoramica del titolo

Somnigroup International Inc. e le sue consociate progettano, producono, distribuiscono e vendono al dettaglio prodotti di biancheria da letto negli Stati Uniti e a livello internazionale. Maggiori dettagli

SGI analisi fondamentale
Punteggio fiocco di neve
Valutazione3/6
Crescita futura3/6
Prestazioni passate4/6
Salute finanziaria3/6
Dividendi2/6

SGI Community Fair Values

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Concorrenti di Somnigroup International Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Somnigroup International
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$65.69
Massimo di 52 settimaneUS$98.56
Minimo di 52 settimaneUS$60.39
Beta1.25
Variazione di 1 mese-22.30%
Variazione a 3 mesi-26.56%
Variazione di 1 anno1.72%
Variazione a 3 anni76.35%
Variazione a 5 anni78.26%
Variazione dall'IPO1,595.23%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione May 09

SGI: Merger Synergies And Q4 Pullback Are Expected To Support Upside

Analysts have trimmed Somnigroup International's implied fair value slightly to $101.50 from $102.13. This reflects more cautious revenue growth assumptions, a modestly lower discount rate and a slightly lower future P/E multiple, even as profit margin expectations are adjusted upward.
Aggiornamento della narrazione Apr 23

SGI: Merger Synergies And Q4 Pullback Are Expected To Drive Upside

Somnigroup International's analyst fair value estimate has been adjusted slightly lower to $102.13 from $103.38. This reflects recent mixed price target moves and list changes as analysts balance merger synergies with softer industry demand and an uncertain housing outlook.

Recent updates

Aggiornamento della narrazione May 09

SGI: Merger Synergies And Q4 Pullback Are Expected To Support Upside

Analysts have trimmed Somnigroup International's implied fair value slightly to $101.50 from $102.13. This reflects more cautious revenue growth assumptions, a modestly lower discount rate and a slightly lower future P/E multiple, even as profit margin expectations are adjusted upward.
Aggiornamento della narrazione Apr 23

SGI: Merger Synergies And Q4 Pullback Are Expected To Drive Upside

Somnigroup International's analyst fair value estimate has been adjusted slightly lower to $102.13 from $103.38. This reflects recent mixed price target moves and list changes as analysts balance merger synergies with softer industry demand and an uncertain housing outlook.
Aggiornamento della narrazione Apr 09

SGI: Merger Synergies And Q4 Pullback Poised To Drive Future Upside

Somnigroup International's updated analyst price target edges slightly lower to $103.38 from $103.63 as analysts factor in a modestly higher discount rate, along with Street research that highlights mixed list inclusions, generally constructive merger synergies, and varied but mostly supportive target revisions from firms covering the stock. Analyst Commentary Recent Street research on Somnigroup International offers a mix of optimism around merger execution and synergy realization, paired with some caution on demand trends and broader housing exposure.
Aggiornamento della narrazione Mar 26

SGI: Merger Synergies And Q4 Pullback Set Up Future Rebound

Analysts have nudged their average price target on Somnigroup International to $115, reflecting views that merger synergies around Mattress Firm and resilient performance at Tempur Sealy are better captured in current forecasts, despite mixed recent revisions across the Street. Analyst Commentary Recent research on Somnigroup International shows a mix of optimism around merger execution and Tempur Sealy performance, alongside a more cautious read on industry demand and housing exposure.
Aggiornamento della narrazione Mar 11

SGI: Merger Synergies And Q4 Pullback Will Drive Future Upside Potential

Narrative Update: Somnigroup International Our analyst price target update for Somnigroup edges higher to a fair value estimate of $103.63 from $102.38, reflecting analysts' generally supportive view of merger synergies and resilience at Tempur Sealy and Mattress Firm, even as some firms fine tune their targets around recent Q4 results. Analyst Commentary Recent research on Somnigroup highlights a mix of optimism around merger execution and caution around industry demand and housing exposure.
Aggiornamento della narrazione Feb 25

SGI: Merger Synergies And Recent Pullback Will Shape Future Upside Potential

The analyst price target for Somnigroup International has been reset lower to $115 from $122, as analysts factor in softer Q4 industry demand, a slightly higher discount rate, and more moderate revenue growth assumptions, while still recognizing merger benefits and updated P/E and margin inputs in their models. Analyst Commentary Recent Street research on Somnigroup International reflects a mix of optimism around merger benefits and execution, alongside caution around softer Q4 industry trends and broader macro sensitivities.
Seeking Alpha Feb 18

Somnigroup International's Pullback Doesn't Represent An Opportunity (Rating Downgrade)

Summary Somnigroup International (SGI), formerly Tempur Sealy, completed its Mattress Firm merger, creating a dominant player in the bedding sector. Despite operational improvements and synergy targets, SGI shares look expensive on both absolute and relative valuation metrics. Management targets $225M EBITDA improvements by 2028 and adjusted EPS growth from $3.20 (2025E) to $5.15 (2028E). I rate SGI a 'hold'—future profitability improvements are promising, but current valuation limits near-term upside. Read the full article on Seeking Alpha
Aggiornamento della narrazione Feb 10

SGI: Neutral Housing Outlook And Execution Will Shape Balanced Future Prospects

Analysts kept Somnigroup International's fair value estimate broadly unchanged at about US$102.29, making only small tweaks to the discount rate and assumed future P/E. This followed neutral initiation research that highlights an uncertain housing outlook as a key rationale for holding a more cautious stance on the shares.
Aggiornamento della narrazione Jan 25

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Prospects

Analysts have raised their price target on Somnigroup International to $92 from $83, citing recovering mattress demand, ongoing Mattress Firm integration, brand refresh efforts, and steady international expansion as key reasons for the updated view. Analyst Commentary Recent commentary around Somnigroup International highlights a mix of optimism on the setup for the business and caution on the near term trading backdrop, which helps explain the updated US$92 price target.
Aggiornamento della narrazione Jan 09

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Returns

Narrative Update Analysts have lifted their price target on Somnigroup International to US$92 from US$83, citing expectations that recovering mattress demand, progress on the Mattress Firm integration, stronger brand activity, and steady international growth could support future performance, while still flagging near term caution until industry demand trends are clearer. Analyst Commentary The recent price target lift to US$92 reflects a mixed but generally constructive view on Somnigroup International, with optimism around its core growth drivers tempered by caution about how quickly mattress demand stabilizes.
Articolo di analisi Jan 09

What Does Somnigroup International Inc.'s (NYSE:SGI) Share Price Indicate?

Today we're going to take a look at the well-established Somnigroup International Inc. ( NYSE:SGI ). The company's...
Aggiornamento della narrazione Dec 24

SGI: Mattress Recovery And Integration Benefits Will Drive Shares Higher

Analysts have raised their price target on Somnigroup International to $92.00 from $83.00, citing improving mattress demand, benefits from the Mattress Firm integration, and resilient international growth, even as they remain cautious on the pace of broader industry recovery. Analyst Commentary Recent Street research highlights a balanced view on Somnigroup International, with upside potential tied to execution on strategic initiatives and downside risks linked to the broader industry cycle.
Aggiornamento della narrazione Dec 10

SGI: Mattress Recovery And Integration Synergies Will Drive Outperformance Ahead

Analysts have modestly raised their consolidated price target for Somnigroup International, reflecting a roughly $1 to $2 increase in fair value estimates. They point to recovering mattress demand, benefits from the Mattress Firm integration, and improving international trends, while still flagging near term uncertainty around broader discretionary spending.
Articolo di analisi Dec 05

Investors Still Waiting For A Pull Back In Somnigroup International Inc. (NYSE:SGI)

With a price-to-earnings (or "P/E") ratio of 60.1x Somnigroup International Inc. ( NYSE:SGI ) may be sending very...
Aggiornamento della narrazione Nov 26

SGI: International Momentum And Integration Progress Will Drive Outperformance Ahead

Analysts have increased Somnigroup International's fair value estimate from $97.50 to $101.00, citing improving growth prospects, as well as continued momentum in international markets and integration initiatives. Analyst Commentary Following recent reassessments, analysts presented a mix of optimism and caution regarding Somnigroup International’s near- and medium-term prospects.
Articolo di analisi Nov 14

Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)

Despite Somnigroup International Inc.'s ( NYSE:SGI ) recent earnings report having lackluster headline numbers, the...
Aggiornamento della narrazione Nov 11

SGI: Ongoing Integration and Margin Gains Will Drive Balanced Outlook Ahead

Analysts have raised their fair value estimate for Somnigroup International from $88.38 to $97.50. They cite expectations for renewed industry demand, improved profit margins, and positive trends in brand innovation and integration.
Aggiornamento della narrazione Oct 27

Integration Will Drive Global Expansion Despite Discretionary Category Uncertainty

Somnigroup International's analyst price target has been raised from $90 to $97. Analysts cite strong underlying trends and a positive outlook for 2026, while noting potential near-term risks in discretionary spending categories.
Aggiornamento della narrazione Oct 13

Mattress Firm Integration Will Power Global Market Expansion

Analysts have raised their price target for Somnigroup International from $85.78 to $87.44, citing stronger revenue growth projections and an optimistic outlook for 2026 despite lingering risks related to tariffs and discretionary spending. Analyst Commentary Bullish and bearish analysts have weighed in on Somnigroup International's latest outlook, with new insights for investors as year-end approaches.
Aggiornamento della narrazione Sep 16

Mattress Firm Integration Will Power Global Market Expansion

The modest increase in Somnigroup International’s consensus price target is primarily driven by a higher forecasted future P/E multiple, reflecting improved growth or sentiment expectations, resulting in a revised fair value estimate of $85.78. Valuation Changes Summary of Valuation Changes for Somnigroup International The Consensus Analyst Price Target has risen slightly from $83.56 to $85.78.
Articolo di analisi Sep 01

Is Somnigroup International (NYSE:SGI) 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...
Aggiornamento della narrazione Aug 09

Mattress Firm Integration Will Power Global Market Expansion

With both Net Profit Margin and Consensus Revenue Growth forecasts remaining stable, analysts have left their fair value estimate for Somnigroup International unchanged at $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953.36 million through the sale of 15,376,743 common shares at $62 per share with a $0.458 per share discount.
Aggiornamento della narrazione Aug 09

Growing Global Demand Will Expand Sleep And Wellness Markets

Despite a notable downgrade in consensus revenue growth forecasts, Somnigroup International’s price target has been significantly increased, reflecting higher valuation multiples and resulting in a fair value shift from $73.00 to $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953 million by issuing 15,376,743 common shares at $62 per share with a $0.458 discount per share.
Articolo di analisi Aug 09

Somnigroup International Inc. (NYSE:SGI) Not Lagging Market On Growth Or Pricing

Somnigroup International Inc.'s ( NYSE:SGI ) price-to-earnings (or "P/E") ratio of 58.4x might make it look like a...
User avatar
Nuova narrazione Jul 16

Growing Global Demand Will Expand Sleep And Wellness Markets

International expansion, new products, and customization are driving long-term growth opportunities in both revenue and margins for Somnigroup.
Seeking Alpha Nov 21

Tempur Sealy International: Rating Downgrade As Upside Is Limited From Current Share Price

Summary I downgraded Tempur Sealy International from buy to hold due to limited upside potential despite strong fundamentals and a recent share price increase. TPX's 3Q24 results show 2% y/y revenue growth, driven by international sales, and a 7% y/y increase in adj EPS to $0.82. The upcoming Sealy Posturepedic launch and potential consumer spending recovery in 2025 could drive volume growth. Read the full article on Seeking Alpha

Rendimenti per gli azionisti

SGIUS Consumer DurablesUS Mercato
7D2.7%2.3%-0.3%
1Y1.7%6.1%26.7%

Ritorno vs Industria: SGI ha superato il US Consumer Durables che ha restituito 6.1 % nell'ultimo anno.

Rendimento vs Mercato: SGI ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.7 % nell'ultimo anno.

Volatilità dei prezzi

Is SGI's price volatile compared to industry and market?
SGI volatility
SGI Average Weekly Movement7.1%
Consumer Durables Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: SGI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 7% ) di SGI è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
184619,000Scott Thompsonsomnigroup.com

Somnigroup International Inc., insieme alle sue consociate, progetta, produce, distribuisce e vende al dettaglio prodotti per il letto negli Stati Uniti e a livello internazionale. Fornisce materassi, fondazioni e basi regolabili, nonché altri prodotti tra cui cuscini e altri accessori con i marchi Tempur-Pedic, Sealy, Stearns & Foster e Sleepy's. L'azienda gestisce un portafoglio di marchi al dettaglio, tra cui Mattress Firm, Dreams, Tempur-Pedic retail stores e SOVA, e concede in licenza i marchi Sealy, Tempur e Stearns & Foster, oltre a tecnologie e marchi ad altri produttori.

Somnigroup International Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Somnigroup International con la sua capitalizzazione di mercato?
SGI statistiche fondamentali
Capitalizzazione di mercatoUS$12.93b
Utili (TTM)US$521.40m
Ricavi(TTM)US$7.67b
26.5x
Rapporto P/E
1.8x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
SGI Conto economico (TTM)
RicaviUS$7.67b
Costo del fatturatoUS$4.25b
Profitto lordoUS$3.42b
Altre speseUS$2.90b
UtiliUS$521.40m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)2.48
Margine lordo44.62%
Margine di profitto netto6.80%
Rapporto debito/patrimonio netto140.8%

Come si è comportato SGI nel lungo periodo?

Vedi performance storica e confronto

Dividendi

1.0%
Rendimento attuale del dividendo
25%
Rapporto di remunerazione
Quando è necessario acquistare SGI per ricevere un dividendo imminente?
Somnigroup International date dei dividendi
Data di stacco del dividendoMay 21 2026
Data di pagamento dei dividendiJun 04 2026
Giorni fino al dividendo Ex0 days
Giorni prima della data di pagamento dei dividendi14 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 06:26
Prezzo dell'azione a fine giornata2026/05/20 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

Somnigroup International Inc. è coperta da 20 analisti. 10 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
Robert DrbulBarclays
Rafe JadrosichBofA Global Research
Laura ChampineCantor Fitzgerald & Co.