Bajaj Mobility（BMAG）株式概要PIERER Mobility AGは、その子会社とともに、ヨーロッパ、北米、メキシコ、および国際的なモーターサイクル・メーカーとして事業を展開している。 詳細BMAG ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性1/6配当金0/6報酬株価収益率（ 1 x） Austrian市場（ 18.5 x）を下回っています。今年は黒字化を達成 リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去5年間で収益は年間10.3%減少しました。 高いレベルの非現金収入 すべてのリスクチェックを見るBMAG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW476,782 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA476,782 investors already sharing narrativesYour Fair Value€Current Price€20.60168.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b3b2016201920222025202620282031Revenue €732.8mEarnings €426.7mAdvancedSet Fair ValueView all narrativesBajaj Mobility AG 競合他社Piaggio & CSymbol: BIT:PIAMarket cap: €699.1mZhejiang Qianjiang MotorcycleSymbol: SZSE:000913Market cap: CN¥6.3bLuyuan Group Holding (Cayman)Symbol: SEHK:2451Market cap: HK$5.1bPolytec HoldingSymbol: WBAG:PYTMarket cap: €104.0m価格と性能株価の高値、安値、推移の概要Bajaj Mobility過去の株価現在の株価€20.6052週高値€21.7052週安値€11.42ベータ0.941ヶ月の変化8.88%3ヶ月変化16.12%1年変化23.35%3年間の変化-73.72%5年間の変化-72.01%IPOからの変化7.29%最新ニュースNew Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.3% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. High level of non-cash earnings (59% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).分析記事 • May 21There Are Some Reasons To Suggest That Bajaj Mobility's (VIE:BMAG) Earnings Are A Poor Reflection Of ProfitabilityShareholders were pleased with the recent earnings report from Bajaj Mobility AG ( VIE:BMAG ). Despite this, we feel...Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €331.3m (up 56% from 1Q 2025). Net loss: €34.8m (down 109% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 16+ 1 more updateBajaj Mobility AG to Report Q3, 2026 Results on Oct 13, 2026Bajaj Mobility AG announced that they will report Q3, 2026 results on Oct 13, 2026Reported Earnings • Feb 01Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.01b (down 46% from FY 2024). Net income: €590.0m (up €1.58b from FY 2024). Profit margin: 59% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.最新情報をもっと見るRecent updatesNew Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.3% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. High level of non-cash earnings (59% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).分析記事 • May 21There Are Some Reasons To Suggest That Bajaj Mobility's (VIE:BMAG) Earnings Are A Poor Reflection Of ProfitabilityShareholders were pleased with the recent earnings report from Bajaj Mobility AG ( VIE:BMAG ). Despite this, we feel...Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €331.3m (up 56% from 1Q 2025). Net loss: €34.8m (down 109% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 16+ 1 more updateBajaj Mobility AG to Report Q3, 2026 Results on Oct 13, 2026Bajaj Mobility AG announced that they will report Q3, 2026 results on Oct 13, 2026Reported Earnings • Feb 01Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.01b (down 46% from FY 2024). Net income: €590.0m (up €1.58b from FY 2024). Profit margin: 59% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.お知らせ • Dec 09PIERER Mobility AG, Annual General Meeting, Apr 24, 2026PIERER Mobility AG, Annual General Meeting, Apr 24, 2026.分析記事 • Nov 30PIERER Mobility AG (VIE:PKTM) Stock Rockets 36% As Investors Are Less Pessimistic Than ExpectedPIERER Mobility AG ( VIE:PKTM ) shareholders would be excited to see that the share price has had a great month...お知らせ • Nov 21Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM).Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM) on November 20, 2025. Florian Burguet and Cesar Rojo, were already managing directors and minority shareholders of Felt Racing, LLC since 2023 and will continue running the Spanish and North American units independently. The closing of the transaction is subject to the approval by the Supervisory Board and is expected to be completed before the end of the year.分析記事 • Oct 15Subdued Growth No Barrier To PIERER Mobility AG's (VIE:PKTM) PriceWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Auto industry in Austria, you could be forgiven...Reported Earnings • Sep 01First half 2025 earnings released: EPS: €22.00 (vs €5.02 loss in 1H 2024)First half 2025 results: EPS: €22.00 (up from €5.02 loss in 1H 2024). Revenue: €425.2m (down 58% from 1H 2024). Net income: €743.4m (up €913.1m from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Aug 30+ 2 more updatesPIERER Mobility AG to Report Fiscal Year 2025 Results on Jan 29, 2026PIERER Mobility AG announced that they will report fiscal year 2025 results on Jan 29, 2026New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 55% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.3% average weekly change). Earnings have declined by 55% per year over the past 5 years. Minor Risk Negative equity (-€194m).分析記事 • Jul 15Why Investors Shouldn't Be Surprised By PIERER Mobility AG's (VIE:PKTM) 26% Share Price SurgePIERER Mobility AG ( VIE:PKTM ) shares have continued their recent momentum with a 26% gain in the last month alone...分析記事 • May 30Investors Appear Satisfied With PIERER Mobility AG's (VIE:PKTM) Prospects As Shares Rocket 50%Those holding PIERER Mobility AG ( VIE:PKTM ) shares would be relieved that the share price has rebounded 50% in the...New Risk • May 29New minor risk - Negative shareholders equityThe company has negative equity. Total equity: -€194m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (17% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Negative equity (-€194m).お知らせ • May 29+ 1 more updatePIERER Mobility AG Announces No Dividend to be distributed for Fiscal Year 2024PIERER Mobility AG announced that the negative free cash flow of €776 million consequently increased net debt to €1,643 million as of December 31, 2024. Equity was negative at €194 million due to the results. Therefore, no dividend will be distributed for the 2024 fiscal year.New Risk • Mar 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (19% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).分析記事 • Feb 21PIERER Mobility AG's (VIE:PKTM) 28% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, PIERER Mobility AG ( VIE:PKTM ) shares have been powering on, with a gain of 28% in the...お知らせ • Jan 28PIERER Mobility AG Appoints Stephan Zöchling as Supervisory Board ChairmanPIERER Mobility AG announced that The Supervisory Board meeting following the Extraordinary General Meeting elected Stephan Zöchling as the new Chairman.お知らせ • Jan 27PIERER Mobility AG, Annual General Meeting, Apr 25, 2025PIERER Mobility AG, Annual General Meeting, Apr 25, 2025.お知らせ • Jan 03PIERER Mobility AG Announces Resignation of Chairman of the Supervisory Board, Josef BlazicekPIERER Mobility AG announced the current chairman of the supervisory board, Josef Blazicek, resigned from the supervisory board with effect from the end of the next general assembly.お知らせ • Oct 22PIERER Mobility AG Cancels Guidance for the Year 2024PIERER Mobility AG canceled guidance for the year 2024 . Company will fall short of expectations in terms of revenue and earnings, as well as with regard to the reduction in working capital and net debt in the current financial year, and is revoking its guidance for the 2024 financial year. A new review of non-cash value adjustments will also be carried out by the end of the year.Buy Or Sell Opportunity • Oct 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 47% to €15.80. The fair value is estimated to be €20.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last year. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 33% per annum over the same time period.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €20.30, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 4x in the Auto industry in Europe. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.17 per share.New Risk • Oct 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.2% average weekly change). Earnings are forecast to decline by an average of 33% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 29First half 2023 earnings released: EPS: €1.63 (vs €2.00 in 1H 2022)First half 2023 results: EPS: €1.63 (down from €2.00 in 1H 2022). Revenue: €1.39b (up 20% from 1H 2022). Net income: €55.0m (down 19% from 1H 2022). Profit margin: 4.0% (down from 5.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 4 years, compared to a 2.7% growth forecast for the Auto industry in Europe.Buy Or Sell Opportunity • Aug 27Now 27% overvaluedOver the last 90 days, the stock has fallen 23% to €28.80. The fair value is estimated to be €22.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.お知らせ • Aug 27+ 1 more updatePIERER Mobility AG to Report Fiscal Year 2024 Final Results on Mar 26, 2025PIERER Mobility AG announced that they will report fiscal year 2024 final results on Mar 26, 2025分析記事 • Aug 24When Should You Buy PIERER Mobility AG (VIE:PKTM)?While PIERER Mobility AG ( VIE:PKTM ) might not have the largest market cap around , it received a lot of attention...分析記事 • Aug 04Be Wary Of PIERER Mobility (VIE:PKTM) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €28.00, the stock trades at a trailing P/E ratio of 11.8x. Average forward P/E is 5x in the Auto industry in Europe. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.77 per share.分析記事 • Jun 18PIERER Mobility AG (VIE:PKTM) Stock's 29% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, PIERER Mobility AG ( VIE:PKTM ) shares are down a considerable 29% in the last...Buy Or Sell Opportunity • Jun 05Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to €37.60. The fair value is estimated to be €31.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Buy Or Sell Opportunity • May 14Now 27% overvaluedOver the last 90 days, the stock has fallen 24% to €39.30. The fair value is estimated to be €31.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.分析記事 • May 08PIERER Mobility (VIE:PKTM) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to €38.00. The fair value is estimated to be €31.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.分析記事 • Apr 23PIERER Mobility (VIE:PKTM) Is Paying Out Less In Dividends Than Last YearPIERER Mobility AG's ( VIE:PKTM ) dividend is being reduced from last year's payment covering the same period to €0.50...分析記事 • Apr 22Capital Allocation Trends At PIERER Mobility (VIE:PKTM) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Upcoming Dividend • Apr 17Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Austrian dividend payers (5.8%). Lower than average of industry peers (5.7%).分析記事 • Apr 04PIERER Mobility (VIE:PKTM) Will Pay A Smaller Dividend Than Last YearPIERER Mobility AG ( VIE:PKTM ) is reducing its dividend from last year's comparable payment to €0.50 on the 29th of...New Risk • Mar 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). High level of non-cash earnings (38% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.3% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin).分析記事 • Mar 19PIERER Mobility's (VIE:PKTM) Dividend Will Be Reduced To €0.50PIERER Mobility AG ( VIE:PKTM ) has announced it will be reducing its dividend payable on the 29th of April to €0.50...Declared Dividend • Mar 17Dividend of €0.50 announcedShareholders will receive a dividend of €0.50. Ex-date: 24th April 2024 Payment date: 29th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 27% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (5.5% average weekly change). Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).分析記事 • Jan 21When Should You Buy PIERER Mobility AG (VIE:PKTM)?While PIERER Mobility AG ( VIE:PKTM ) might not have the largest market cap around , it received a lot of attention...お知らせ • Jan 11Pierer Mobility Ag Provides Preliminary Consolidated Earnings Guidance for the Year 2023PIERER Mobility AG provided preliminary consolidated earnings guidance for the year 2023. For the year, the company expects sales of between EUR 2,650 million and EUR 2,670 million for the 2023 financial year, which represents an increase of around 9 % compared to the previous year.分析記事 • Dec 30Cautious Investors Not Rewarding PIERER Mobility AG's (VIE:PKTM) Performance CompletelyThere wouldn't be many who think PIERER Mobility AG's ( VIE:PKTM ) price-to-earnings (or "P/E") ratio of 10.7x is worth...Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €52.40, the stock trades at a trailing P/E ratio of 11.3x. Average forward P/E is 6x in the Auto industry in Europe. Total loss to shareholders of 11% over the past three years.お知らせ • Dec 07+ 1 more updatePIERER Mobility AG Provides Sales Guidance for the Year 2023 and 2024PIERER Mobility AG provides sales guidance for the year 2023 and 2024. For the year 2023, the company expects sales growth for the 2023 financial year of 7 % to 9 % with an EBIT margin of between 5 % and 7 %.For the year 2024, the company expects sales to remain almost unchanged and an EBIT margin of 5 % - 7 %.分析記事 • Dec 05Here's Why PIERER Mobility (VIE:PKTM) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Oct 10Is PIERER Mobility (VIE:PMAG) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Sep 15Return Trends At PIERER Mobility (VIE:PMAG) Aren't AppealingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...New Risk • Aug 31New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).お知らせ • Aug 30+ 3 more updatesPIERER Mobility AG to Report First Half, 2024 Results on Aug 27, 2024PIERER Mobility AG announced that they will report first half, 2024 results on Aug 27, 2024分析記事 • Aug 28If EPS Growth Is Important To You, PIERER Mobility (VIE:PMAG) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jul 13Why PIERER Mobility AG (VIE:PMAG) Could Be Worth WatchingPIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...分析記事 • Jun 07The Return Trends At PIERER Mobility (VIE:PMAG) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • May 23Here's Why We Think PIERER Mobility (VIE:PMAG) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • Apr 19Upcoming dividend of €2.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 26 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 40% and the cash payout ratio is 100%. Trailing yield: 2.5%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.5%).分析記事 • Apr 05PIERER Mobility (VIE:PMAG) Is Paying Out A Larger Dividend Than Last YearThe board of PIERER Mobility AG ( VIE:PMAG ) has announced that it will be paying its dividend of €2.00 on the 2nd of...Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.44b (up 19% from FY 2021). Net income: €169.9m (up 106% from FY 2021). Profit margin: 7.0% (up from 4.0% in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto industry in Europe.分析記事 • Feb 25At €83.40, Is PIERER Mobility AG (VIE:PMAG) Worth Looking At Closely?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...分析記事 • Feb 03PIERER Mobility (VIE:PMAG) Is Increasing Its Dividend To €2.00PIERER Mobility AG's ( VIE:PMAG ) dividend will be increasing from last year's payment of the same period to €2.00 on...分析記事 • Dec 16PIERER Mobility's (VIE:PMAG) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Nov 30Estimating The Fair Value Of PIERER Mobility AG (VIE:PMAG)How far off is PIERER Mobility AG ( VIE:PMAG ) from its intrinsic value? Using the most recent financial data, we'll...分析記事 • Nov 14At €66.20, Is PIERER Mobility AG (VIE:PMAG) Worth Looking At Closely?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...お知らせ • Oct 28+ 1 more updatePIERER Mobility AG to Report First Half, 2023 Results on Aug 29, 2023PIERER Mobility AG announced that they will report first half, 2023 results on Aug 29, 2023分析記事 • Oct 10Does PIERER Mobility (VIE:PMAG) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 14PIERER Mobility AG to Report Fiscal Year 2022 Results on Jan 31, 2023PIERER Mobility AG announced that they will report fiscal year 2022 results on Jan 31, 2023分析記事 • Sep 07PIERER Mobility (VIE:PMAG) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Sep 01First half 2022 earnings released: EPS: €2.00 (vs €1.79 in 1H 2021)First half 2022 results: EPS: €2.00 (up from €1.79 in 1H 2021). Revenue: €1.15b (up 7.1% from 1H 2021). Net income: €67.6m (up 68% from 1H 2021). Profit margin: 5.9% (up from 3.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the Auto industry in Austria. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €74.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.分析記事 • Aug 18Estimating The Intrinsic Value Of PIERER Mobility AG (VIE:PMAG)Does the August share price for PIERER Mobility AG ( VIE:PMAG ) reflect what it's really worth? Today, we will estimate...分析記事 • Jul 29We Ran A Stock Scan For Earnings Growth And PIERER Mobility (VIE:PMAG) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jun 27What Is PIERER Mobility AG's (VIE:PMAG) Share Price Doing?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...分析記事 • Jun 13PIERER Mobility (VIE:PMAG) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 13Slowing Rates Of Return At PIERER Mobility (VIE:PMAG) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • Apr 27Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 04 May 2022. Payment date: 09 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (6.2%).分析記事 • Apr 06We Think That There Are Issues Underlying PIERER Mobility's (VIE:PMAG) EarningsDespite posting some strong earnings, the market for PIERER Mobility AG's ( VIE:PMAG ) stock hasn't moved much. We did...分析記事 • Apr 05Is Now The Time To Put PIERER Mobility (VIE:PMAG) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Reported Earnings • Mar 31Full year 2021 earnings released: EPS: €3.34 (vs €1.56 in FY 2020)Full year 2021 results: EPS: €3.34 (up from €1.56 in FY 2020). Revenue: €2.04b (up 33% from FY 2020). Net income: €82.5m (up 136% from FY 2020). Profit margin: 4.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 11% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 21PIERER Mobility (VIE:PMAG) Is Paying Out A Larger Dividend Than Last YearPIERER Mobility AG ( VIE:PMAG ) has announced that it will be increasing its dividend on the 9th of May to €1.00...分析記事 • Mar 07Should You Investigate PIERER Mobility AG (VIE:PMAG) At €78.80?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...お知らせ • Apr 15PIERER Mobility AG Revises Revenue Guidance for the Year 2021PIERER Mobility AG revised revenue guidance for the year 2021. Despite the ongoing COVID-19 related supply chain challenges, the outlook remains positive and the Executive Board raises the revenue guidance for the 2021 financial year 2021 to EUR 1,850 million - EUR 1,950 million (previous revenue guidance 2021: EUR 1,800 million - EUR 1,900 million).お知らせ • Mar 11PIERER Mobility AG to Report Fiscal Year 2020 Results on Mar 30, 2021PIERER Mobility AG announced that they will report fiscal year 2020 results on Mar 30, 2021お知らせ • Dec 13PIERER Mobility AG Increases Earnings Guidance for the Financial Year 2020PIERER Mobility AG provided earnings guidance for the financial year 2020. Due to the continued positive global demand for powered two-wheelers (motorbikes and e-bicycles), the Board of Directors announced that it is again raising the revenue forecast for the 2020 financial year published in September 2020. For the 2020 financial year, annual Group sales are now expected to exceed EUR 1,500 million. Due to the high demand, it was possible in the second half of 2020 to largely make up for the lost production and sales volumes from the COVID19 lockdown in the spring and to generate sales of approximately EUR 900 million. This means that turnover for the second half of the year will be more than 17% higher than in the same period of the previous year. With an expected EBIT of approximately EUR 100 million for the 2020 financial year.お知らせ • Oct 05PIERER Mobility AG Revised Sales Forecast for the Second Half and Full Year of Fiscal 2020PIERER Mobility AG announced that due to the sustained high demand for the motorcycles of the brands KTM, Husqvarna and GASGAS as well as the e-bikes /bicycles of the brands Husqvarna and R Raymon, the Management Board decided to increase the sales forecast published at the end of August 2020 for the second half of 2020 to over €850 Million (previously:€800 million). Annual Group sales of more than €1,450 million are therefore expected for the financial year 2020, with the E-Bikes /Bicycles division making a sales contribution of more than €110 million.株主還元BMAGAT AutoAT 市場7D4.0%4.8%0.01%1Y23.4%-14.3%30.8%株主還元を見る業界別リターン: BMAG過去 1 年間で-14.3 % の収益を上げたAustrian Auto業界を上回りました。リターン対市場: BMAGは、過去 1 年間で30.8 % のリターンを上げたAustrian市場を下回りました。価格変動Is BMAG's price volatile compared to industry and market?BMAG volatilityBMAG Average Weekly Movement5.3%Auto Industry Average Movement4.6%Market Average Movement4.2%10% most volatile stocks in AT Market6.7%10% least volatile stocks in AT Market2.6%安定した株価: BMAG 、 Austrian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BMAGの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19533,662Gottfried Neumeisterwww.bajajmobility.comPIERER Mobility AGは、その子会社とともに、ヨーロッパ、北米、メキシコ、および国際的なモーターサイクルメーカーとして事業を展開している。二輪車、自転車、その他のセグメントを通じて事業を展開している。KTM、Husqvarna Motorcycles、MV Agusta、WP SUSPENSION、GASGASブランドのモーターサイクル、WPブランドのモーターサイクルのサスペンションとコンポーネントの開発、生産、販売に従事している。また、Husqvarna E-Bicycles、FELT、GASGAS Bicycles、Liteville、JohanssonブランドのE-Bicyclesや自転車、KTM X-BOWブランドのスポーツカーの開発、製造、販売も行っている。さらに、KTM AGブランドの二輪車、e-bikeも提供している。さらに、デザインと開発サービス、ウェブベースとモバイルのビジネスアプリケーションのデジタルソリューションも提供している。同社は以前はKTM Industries AGとして知られていたが、2019年10月にPIERER Mobility AGに社名を変更した。PIERER Mobility AGは1953年に設立され、オーストリアのヴェルスに本拠を置く。PIERER Mobility AGはPierer Bajaj AGの子会社として運営されている。もっと見るBajaj Mobility AG 基礎のまとめBajaj Mobility の収益と売上を時価総額と比較するとどうか。BMAG 基礎統計学時価総額€681.00m収益（TTM）€667.30m売上高(TTM)€1.15b1.0xPER（株価収益率0.6xP/SレシオBMAG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BMAG 損益計算書（TTM）収益€1.15b売上原価€1.07b売上総利益€75.61mその他の費用-€591.69m収益€667.30m直近の収益報告Mar 31, 2026次回決算日Aug 27, 2026一株当たり利益（EPS）19.74グロス・マージン6.60%純利益率58.23%有利子負債／自己資本比率269.5%BMAG の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 19:51終値2026/07/31 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bajaj Mobility AG 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Andrew ChambersEdison Investment ResearchMartin ComtesseJefferies LLCConstantin HesseJefferies LLC1 その他のアナリストを表示
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.3% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. High level of non-cash earnings (59% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).
分析記事 • May 21There Are Some Reasons To Suggest That Bajaj Mobility's (VIE:BMAG) Earnings Are A Poor Reflection Of ProfitabilityShareholders were pleased with the recent earnings report from Bajaj Mobility AG ( VIE:BMAG ). Despite this, we feel...
Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €331.3m (up 56% from 1Q 2025). Net loss: €34.8m (down 109% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 16+ 1 more updateBajaj Mobility AG to Report Q3, 2026 Results on Oct 13, 2026Bajaj Mobility AG announced that they will report Q3, 2026 results on Oct 13, 2026
Reported Earnings • Feb 01Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.01b (down 46% from FY 2024). Net income: €590.0m (up €1.58b from FY 2024). Profit margin: 59% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.
お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.3% operating cash flow to total debt). Earnings have declined by 5.2% per year over the past 5 years. High level of non-cash earnings (59% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change).
分析記事 • May 21There Are Some Reasons To Suggest That Bajaj Mobility's (VIE:BMAG) Earnings Are A Poor Reflection Of ProfitabilityShareholders were pleased with the recent earnings report from Bajaj Mobility AG ( VIE:BMAG ). Despite this, we feel...
Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €331.3m (up 56% from 1Q 2025). Net loss: €34.8m (down 109% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 16+ 1 more updateBajaj Mobility AG to Report Q3, 2026 Results on Oct 13, 2026Bajaj Mobility AG announced that they will report Q3, 2026 results on Oct 13, 2026
Reported Earnings • Feb 01Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.01b (down 46% from FY 2024). Net income: €590.0m (up €1.58b from FY 2024). Profit margin: 59% (up from net loss in FY 2024). The move to profitability was driven by lower expenses.
お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.
お知らせ • Dec 09PIERER Mobility AG, Annual General Meeting, Apr 24, 2026PIERER Mobility AG, Annual General Meeting, Apr 24, 2026.
分析記事 • Nov 30PIERER Mobility AG (VIE:PKTM) Stock Rockets 36% As Investors Are Less Pessimistic Than ExpectedPIERER Mobility AG ( VIE:PKTM ) shareholders would be excited to see that the share price has had a great month...
お知らせ • Nov 21Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM).Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM) on November 20, 2025. Florian Burguet and Cesar Rojo, were already managing directors and minority shareholders of Felt Racing, LLC since 2023 and will continue running the Spanish and North American units independently. The closing of the transaction is subject to the approval by the Supervisory Board and is expected to be completed before the end of the year.
分析記事 • Oct 15Subdued Growth No Barrier To PIERER Mobility AG's (VIE:PKTM) PriceWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Auto industry in Austria, you could be forgiven...
Reported Earnings • Sep 01First half 2025 earnings released: EPS: €22.00 (vs €5.02 loss in 1H 2024)First half 2025 results: EPS: €22.00 (up from €5.02 loss in 1H 2024). Revenue: €425.2m (down 58% from 1H 2024). Net income: €743.4m (up €913.1m from 1H 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 30+ 2 more updatesPIERER Mobility AG to Report Fiscal Year 2025 Results on Jan 29, 2026PIERER Mobility AG announced that they will report fiscal year 2025 results on Jan 29, 2026
New Risk • Aug 25New major risk - Revenue and earnings growthEarnings have declined by 55% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.3% average weekly change). Earnings have declined by 55% per year over the past 5 years. Minor Risk Negative equity (-€194m).
分析記事 • Jul 15Why Investors Shouldn't Be Surprised By PIERER Mobility AG's (VIE:PKTM) 26% Share Price SurgePIERER Mobility AG ( VIE:PKTM ) shares have continued their recent momentum with a 26% gain in the last month alone...
分析記事 • May 30Investors Appear Satisfied With PIERER Mobility AG's (VIE:PKTM) Prospects As Shares Rocket 50%Those holding PIERER Mobility AG ( VIE:PKTM ) shares would be relieved that the share price has rebounded 50% in the...
New Risk • May 29New minor risk - Negative shareholders equityThe company has negative equity. Total equity: -€194m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (17% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Negative equity (-€194m).
お知らせ • May 29+ 1 more updatePIERER Mobility AG Announces No Dividend to be distributed for Fiscal Year 2024PIERER Mobility AG announced that the negative free cash flow of €776 million consequently increased net debt to €1,643 million as of December 31, 2024. Equity was negative at €194 million due to the results. Therefore, no dividend will be distributed for the 2024 fiscal year.
New Risk • Mar 14New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (19% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Latest financial reports are more than 6 months old (reported June 2024 fiscal period end).
分析記事 • Feb 21PIERER Mobility AG's (VIE:PKTM) 28% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, PIERER Mobility AG ( VIE:PKTM ) shares have been powering on, with a gain of 28% in the...
お知らせ • Jan 28PIERER Mobility AG Appoints Stephan Zöchling as Supervisory Board ChairmanPIERER Mobility AG announced that The Supervisory Board meeting following the Extraordinary General Meeting elected Stephan Zöchling as the new Chairman.
お知らせ • Jan 27PIERER Mobility AG, Annual General Meeting, Apr 25, 2025PIERER Mobility AG, Annual General Meeting, Apr 25, 2025.
お知らせ • Jan 03PIERER Mobility AG Announces Resignation of Chairman of the Supervisory Board, Josef BlazicekPIERER Mobility AG announced the current chairman of the supervisory board, Josef Blazicek, resigned from the supervisory board with effect from the end of the next general assembly.
お知らせ • Oct 22PIERER Mobility AG Cancels Guidance for the Year 2024PIERER Mobility AG canceled guidance for the year 2024 . Company will fall short of expectations in terms of revenue and earnings, as well as with regard to the reduction in working capital and net debt in the current financial year, and is revoking its guidance for the 2024 financial year. A new review of non-cash value adjustments will also be carried out by the end of the year.
Buy Or Sell Opportunity • Oct 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 47% to €15.80. The fair value is estimated to be €20.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last year. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 33% per annum over the same time period.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €20.30, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 4x in the Auto industry in Europe. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.17 per share.
New Risk • Oct 16New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.2% average weekly change). Earnings are forecast to decline by an average of 33% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 29First half 2023 earnings released: EPS: €1.63 (vs €2.00 in 1H 2022)First half 2023 results: EPS: €1.63 (down from €2.00 in 1H 2022). Revenue: €1.39b (up 20% from 1H 2022). Net income: €55.0m (down 19% from 1H 2022). Profit margin: 4.0% (down from 5.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 4 years, compared to a 2.7% growth forecast for the Auto industry in Europe.
Buy Or Sell Opportunity • Aug 27Now 27% overvaluedOver the last 90 days, the stock has fallen 23% to €28.80. The fair value is estimated to be €22.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.
お知らせ • Aug 27+ 1 more updatePIERER Mobility AG to Report Fiscal Year 2024 Final Results on Mar 26, 2025PIERER Mobility AG announced that they will report fiscal year 2024 final results on Mar 26, 2025
分析記事 • Aug 24When Should You Buy PIERER Mobility AG (VIE:PKTM)?While PIERER Mobility AG ( VIE:PKTM ) might not have the largest market cap around , it received a lot of attention...
分析記事 • Aug 04Be Wary Of PIERER Mobility (VIE:PKTM) And Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €28.00, the stock trades at a trailing P/E ratio of 11.8x. Average forward P/E is 5x in the Auto industry in Europe. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.77 per share.
分析記事 • Jun 18PIERER Mobility AG (VIE:PKTM) Stock's 29% Dive Might Signal An Opportunity But It Requires Some ScrutinyTo the annoyance of some shareholders, PIERER Mobility AG ( VIE:PKTM ) shares are down a considerable 29% in the last...
Buy Or Sell Opportunity • Jun 05Now 21% overvaluedOver the last 90 days, the stock has fallen 21% to €37.60. The fair value is estimated to be €31.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Buy Or Sell Opportunity • May 14Now 27% overvaluedOver the last 90 days, the stock has fallen 24% to €39.30. The fair value is estimated to be €31.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
分析記事 • May 08PIERER Mobility (VIE:PKTM) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Apr 29Now 22% overvaluedOver the last 90 days, the stock has fallen 23% to €38.00. The fair value is estimated to be €31.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
分析記事 • Apr 23PIERER Mobility (VIE:PKTM) Is Paying Out Less In Dividends Than Last YearPIERER Mobility AG's ( VIE:PKTM ) dividend is being reduced from last year's payment covering the same period to €0.50...
分析記事 • Apr 22Capital Allocation Trends At PIERER Mobility (VIE:PKTM) Aren't IdealIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Upcoming Dividend • Apr 17Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Austrian dividend payers (5.8%). Lower than average of industry peers (5.7%).
分析記事 • Apr 04PIERER Mobility (VIE:PKTM) Will Pay A Smaller Dividend Than Last YearPIERER Mobility AG ( VIE:PKTM ) is reducing its dividend from last year's comparable payment to €0.50 on the 29th of...
New Risk • Mar 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). High level of non-cash earnings (38% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (4.3% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin).
分析記事 • Mar 19PIERER Mobility's (VIE:PKTM) Dividend Will Be Reduced To €0.50PIERER Mobility AG ( VIE:PKTM ) has announced it will be reducing its dividend payable on the 29th of April to €0.50...
Declared Dividend • Mar 17Dividend of €0.50 announcedShareholders will receive a dividend of €0.50. Ex-date: 24th April 2024 Payment date: 29th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.3%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 27% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (5.5% average weekly change). Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).
分析記事 • Jan 21When Should You Buy PIERER Mobility AG (VIE:PKTM)?While PIERER Mobility AG ( VIE:PKTM ) might not have the largest market cap around , it received a lot of attention...
お知らせ • Jan 11Pierer Mobility Ag Provides Preliminary Consolidated Earnings Guidance for the Year 2023PIERER Mobility AG provided preliminary consolidated earnings guidance for the year 2023. For the year, the company expects sales of between EUR 2,650 million and EUR 2,670 million for the 2023 financial year, which represents an increase of around 9 % compared to the previous year.
分析記事 • Dec 30Cautious Investors Not Rewarding PIERER Mobility AG's (VIE:PKTM) Performance CompletelyThere wouldn't be many who think PIERER Mobility AG's ( VIE:PKTM ) price-to-earnings (or "P/E") ratio of 10.7x is worth...
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €52.40, the stock trades at a trailing P/E ratio of 11.3x. Average forward P/E is 6x in the Auto industry in Europe. Total loss to shareholders of 11% over the past three years.
お知らせ • Dec 07+ 1 more updatePIERER Mobility AG Provides Sales Guidance for the Year 2023 and 2024PIERER Mobility AG provides sales guidance for the year 2023 and 2024. For the year 2023, the company expects sales growth for the 2023 financial year of 7 % to 9 % with an EBIT margin of between 5 % and 7 %.For the year 2024, the company expects sales to remain almost unchanged and an EBIT margin of 5 % - 7 %.
分析記事 • Dec 05Here's Why PIERER Mobility (VIE:PKTM) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Oct 10Is PIERER Mobility (VIE:PMAG) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Sep 15Return Trends At PIERER Mobility (VIE:PMAG) Aren't AppealingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
New Risk • Aug 31New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).
お知らせ • Aug 30+ 3 more updatesPIERER Mobility AG to Report First Half, 2024 Results on Aug 27, 2024PIERER Mobility AG announced that they will report first half, 2024 results on Aug 27, 2024
分析記事 • Aug 28If EPS Growth Is Important To You, PIERER Mobility (VIE:PMAG) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jul 13Why PIERER Mobility AG (VIE:PMAG) Could Be Worth WatchingPIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Jun 07The Return Trends At PIERER Mobility (VIE:PMAG) Look PromisingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • May 23Here's Why We Think PIERER Mobility (VIE:PMAG) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • Apr 19Upcoming dividend of €2.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 26 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 40% and the cash payout ratio is 100%. Trailing yield: 2.5%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.5%).
分析記事 • Apr 05PIERER Mobility (VIE:PMAG) Is Paying Out A Larger Dividend Than Last YearThe board of PIERER Mobility AG ( VIE:PMAG ) has announced that it will be paying its dividend of €2.00 on the 2nd of...
Reported Earnings • Mar 29Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.44b (up 19% from FY 2021). Net income: €169.9m (up 106% from FY 2021). Profit margin: 7.0% (up from 4.0% in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto industry in Europe.
分析記事 • Feb 25At €83.40, Is PIERER Mobility AG (VIE:PMAG) Worth Looking At Closely?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Feb 03PIERER Mobility (VIE:PMAG) Is Increasing Its Dividend To €2.00PIERER Mobility AG's ( VIE:PMAG ) dividend will be increasing from last year's payment of the same period to €2.00 on...
分析記事 • Dec 16PIERER Mobility's (VIE:PMAG) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 • Nov 30Estimating The Fair Value Of PIERER Mobility AG (VIE:PMAG)How far off is PIERER Mobility AG ( VIE:PMAG ) from its intrinsic value? Using the most recent financial data, we'll...
分析記事 • Nov 14At €66.20, Is PIERER Mobility AG (VIE:PMAG) Worth Looking At Closely?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...
お知らせ • Oct 28+ 1 more updatePIERER Mobility AG to Report First Half, 2023 Results on Aug 29, 2023PIERER Mobility AG announced that they will report first half, 2023 results on Aug 29, 2023
分析記事 • Oct 10Does PIERER Mobility (VIE:PMAG) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 14PIERER Mobility AG to Report Fiscal Year 2022 Results on Jan 31, 2023PIERER Mobility AG announced that they will report fiscal year 2022 results on Jan 31, 2023
分析記事 • Sep 07PIERER Mobility (VIE:PMAG) Shareholders Will Want The ROCE Trajectory To ContinueIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Sep 01First half 2022 earnings released: EPS: €2.00 (vs €1.79 in 1H 2021)First half 2022 results: EPS: €2.00 (up from €1.79 in 1H 2021). Revenue: €1.15b (up 7.1% from 1H 2021). Net income: €67.6m (up 68% from 1H 2021). Profit margin: 5.9% (up from 3.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the Auto industry in Austria. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €74.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
分析記事 • Aug 18Estimating The Intrinsic Value Of PIERER Mobility AG (VIE:PMAG)Does the August share price for PIERER Mobility AG ( VIE:PMAG ) reflect what it's really worth? Today, we will estimate...
分析記事 • Jul 29We Ran A Stock Scan For Earnings Growth And PIERER Mobility (VIE:PMAG) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jun 27What Is PIERER Mobility AG's (VIE:PMAG) Share Price Doing?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Jun 13PIERER Mobility (VIE:PMAG) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 13Slowing Rates Of Return At PIERER Mobility (VIE:PMAG) Leave Little Room For ExcitementIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • Apr 27Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 04 May 2022. Payment date: 09 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (6.2%).
分析記事 • Apr 06We Think That There Are Issues Underlying PIERER Mobility's (VIE:PMAG) EarningsDespite posting some strong earnings, the market for PIERER Mobility AG's ( VIE:PMAG ) stock hasn't moved much. We did...
分析記事 • Apr 05Is Now The Time To Put PIERER Mobility (VIE:PMAG) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Reported Earnings • Mar 31Full year 2021 earnings released: EPS: €3.34 (vs €1.56 in FY 2020)Full year 2021 results: EPS: €3.34 (up from €1.56 in FY 2020). Revenue: €2.04b (up 33% from FY 2020). Net income: €82.5m (up 136% from FY 2020). Profit margin: 4.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 11% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 21PIERER Mobility (VIE:PMAG) Is Paying Out A Larger Dividend Than Last YearPIERER Mobility AG ( VIE:PMAG ) has announced that it will be increasing its dividend on the 9th of May to €1.00...
分析記事 • Mar 07Should You Investigate PIERER Mobility AG (VIE:PMAG) At €78.80?PIERER Mobility AG ( VIE:PMAG ), might not be a large cap stock, but it received a lot of attention from a substantial...
お知らせ • Apr 15PIERER Mobility AG Revises Revenue Guidance for the Year 2021PIERER Mobility AG revised revenue guidance for the year 2021. Despite the ongoing COVID-19 related supply chain challenges, the outlook remains positive and the Executive Board raises the revenue guidance for the 2021 financial year 2021 to EUR 1,850 million - EUR 1,950 million (previous revenue guidance 2021: EUR 1,800 million - EUR 1,900 million).
お知らせ • Mar 11PIERER Mobility AG to Report Fiscal Year 2020 Results on Mar 30, 2021PIERER Mobility AG announced that they will report fiscal year 2020 results on Mar 30, 2021
お知らせ • Dec 13PIERER Mobility AG Increases Earnings Guidance for the Financial Year 2020PIERER Mobility AG provided earnings guidance for the financial year 2020. Due to the continued positive global demand for powered two-wheelers (motorbikes and e-bicycles), the Board of Directors announced that it is again raising the revenue forecast for the 2020 financial year published in September 2020. For the 2020 financial year, annual Group sales are now expected to exceed EUR 1,500 million. Due to the high demand, it was possible in the second half of 2020 to largely make up for the lost production and sales volumes from the COVID19 lockdown in the spring and to generate sales of approximately EUR 900 million. This means that turnover for the second half of the year will be more than 17% higher than in the same period of the previous year. With an expected EBIT of approximately EUR 100 million for the 2020 financial year.
お知らせ • Oct 05PIERER Mobility AG Revised Sales Forecast for the Second Half and Full Year of Fiscal 2020PIERER Mobility AG announced that due to the sustained high demand for the motorcycles of the brands KTM, Husqvarna and GASGAS as well as the e-bikes /bicycles of the brands Husqvarna and R Raymon, the Management Board decided to increase the sales forecast published at the end of August 2020 for the second half of 2020 to over €850 Million (previously:€800 million). Annual Group sales of more than €1,450 million are therefore expected for the financial year 2020, with the E-Bikes /Bicycles division making a sales contribution of more than €110 million.
