Semperit Aktiengesellschaft Holding

WBAG:SEM 株式レポート

時価総額：€307.6m

Semperit Holding 将来の成長

Future 基準チェック /46

Semperit Holding利益と収益がそれぞれ年間27.5%と8.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.5% 27.6%なると予測されています。

主要情報

27.5%

収益成長率

27.56%

EPS成長率

Machinery 収益成長15.5%
収益成長率8.1%
将来の株主資本利益率6.52%
アナリストカバレッジ

Low

最終更新日01 Jun 2026

今後の成長に関する最新情報

分析記事 • Nov 15

Semperit Aktiengesellschaft Holding (VIE:SEM) Just Reported Earnings, And Analysts Cut Their Target Price

Semperit Aktiengesellschaft Holding ( VIE:SEM ) last week reported its latest quarterly results, which makes it a good...

Recent updates

ナラティブの更新 • Jun 03

SEM: Proposed Takeover And Steady Outlook Will Shape Future Returns

Analysts now hold their fair value estimate for Semperit Holding steady at €14.20, indicating only minor adjustments to their model in the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a change in the overall price target view. What's in the News B & C Holding Österreich GmbH has proposed to acquire a 41.52% stake in Semperit Holding for approximately €140 million, according to a key developments filing dated March 18, 2026.
ナラティブの更新 • May 18

SEM: Takeover Proposal And Dividend Pause Will Shape A Fair Outlook

Analysts have kept their price target for Semperit Holding steady at €14.20, highlighting only modest adjustments to long term assumptions on discount rate, revenue growth, profit margin and future P/E as they update their models. What's in the News B & C Holding Osterreich GmbH has proposed to acquire a 41.52% stake in Semperit Aktiengesellschaft Holding for approximately €140 million in cash, with €138.82 million allocated to common equity.
ナラティブの更新 • May 03

SEM: Fair Outlook As Takeover Proposal And Dividend Pause Will Guide Expectations

Analysts are keeping their price target for Semperit Holding broadly in line at around €14.20, reflecting updated assumptions for slightly higher revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News B & C Holding Osterreich GmbH has proposed to acquire a 41.52% stake in Semperit Aktiengesellschaft Holding for approximately €140 million, with €138.82 million in cash consideration for common equity.
ナラティブの更新 • Apr 18

SEM: Fair Outlook As Takeover Plan And Dividend Hold Will Shape Expectations

Analysts have kept their price target for Semperit Holding steady at €14.20, citing broadly unchanged views on fair value along with small tweaks to inputs such as the discount rate, revenue growth, profit margin assumptions, and future P/E expectations. What's in the News B & C Holding Österreich GmbH has proposed to acquire a 41.52% stake in Semperit Aktiengesellschaft Holding for approximately €140 million, with €138.82 million in cash consideration for common equity (Key Developments).
ナラティブの更新 • Apr 04

SEM: Fair Outlook As Takeover Proposal And Dividend Pause Will Guide Expectations

Analysts have kept their price target for Semperit Holding steady at €14.20, with updated assumptions on discount rate, revenue growth, profit margin and a lower future P/E of 10.22 explaining the unchanged headline figure. What's in the News B & C Holding Osterreich GmbH has proposed to acquire a 41.52% stake in Semperit Aktiengesellschaft Holding for approximately €140 million, with €138.82 million in cash consideration allocated to common equity (Key Developments).
ナラティブの更新 • Mar 21

SEM: Steady Outlook As Takeover Proposal And Dividend Pause Shape Expectations

Analysts have kept their price target for Semperit Holding steady at €14.20. The unchanged fair value is supported by only minor adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations.
ナラティブの更新 • Mar 06

SEM: Steady Fair Value And Firmer Margins Will Support Bullish Outlook

Analysts have kept their average price target for Semperit Holding steady at €14.20, reflecting updated views on slightly adjusted discount rates, revenue growth assumptions, profit margins and future P/E expectations, without a clear shift in overall valuation. Valuation Changes Fair Value: The estimated fair value remains unchanged at €14.20 per share, signalling no shift in the overall valuation anchor.
ナラティブの更新 • Feb 20

SEM: Higher Growth Assumptions And P/E Will Shape A Balanced Outlook

Analysts have raised their price target for Semperit Holding from €13.10 to €14.20, citing updated assumptions for revenue growth, profit margins and future P/E, which feed into a slightly higher discount rate and fair value estimate. Valuation Changes Fair Value: Updated from €13.10 to €14.20, indicating a modest upward adjustment in the modelled share valuation.
分析記事 • Nov 15

Semperit Aktiengesellschaft Holding (VIE:SEM) Just Reported Earnings, And Analysts Cut Their Target Price

Semperit Aktiengesellschaft Holding ( VIE:SEM ) last week reported its latest quarterly results, which makes it a good...
分析記事 • Apr 08

Semperit Holding (VIE:SEM) Has Affirmed Its Dividend Of €0.50

Semperit Aktiengesellschaft Holding ( VIE:SEM ) has announced that it will pay a dividend of €0.50 per share on the...
分析記事 • Mar 25

Semperit Holding (VIE:SEM) Is Paying Out A Dividend Of €0.50

Semperit Aktiengesellschaft Holding's ( VIE:SEM ) investors are due to receive a payment of €0.50 per share on 30th of...
分析記事 • Mar 11

Semperit Holding (VIE:SEM) Has Affirmed Its Dividend Of €0.50

Semperit Aktiengesellschaft Holding ( VIE:SEM ) has announced that it will pay a dividend of €0.50 per share on the...
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新しいナラティブ • Feb 09

RICO Acquisition And Digital Projects Will Streamline Future Operations

Strategic digitalization initiatives and RICO acquisition are key drivers for improved efficiency, revenue growth, and EBITDA expansion.
分析記事 • Aug 20

There May Be Some Bright Spots In Semperit Holding's (VIE:SEM) Earnings

The market was pleased with the recent earnings report from Semperit Aktiengesellschaft Holding ( VIE:SEM ), despite...
分析記事 • Feb 06

Semperit Holding (VIE:SEM) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Apr 20

Analyst Forecasts Just Became More Bearish On Semperit Aktiengesellschaft Holding (VIE:SEM)

Today is shaping up negative for Semperit Aktiengesellschaft Holding ( VIE:SEM ) shareholders, with the analysts...
分析記事 • Apr 05

Semperit Holding (VIE:SEM) Will Pay A Dividend Of €1.50

Semperit Aktiengesellschaft Holding's ( VIE:SEM ) investors are due to receive a payment of €1.50 per share on 3rd of...
分析記事 • Mar 22

Analyst Forecasts Just Became More Bearish On Semperit Aktiengesellschaft Holding (VIE:SEM)

The latest analyst coverage could presage a bad day for Semperit Aktiengesellschaft Holding ( VIE:SEM ), with the...
分析記事 • Mar 05

Semperit Holding (VIE:SEM) Is Due To Pay A Dividend Of €1.50

The board of Semperit Aktiengesellschaft Holding ( VIE:SEM ) has announced that it will pay a dividend of €1.50 per...
分析記事 • Mar 04

Should You Investigate Semperit Aktiengesellschaft Holding (VIE:SEM) At €25.15?

Semperit Aktiengesellschaft Holding ( VIE:SEM ), might not be a large cap stock, but it received a lot of attention...
分析記事 • Dec 19

Semperit Holding (VIE:SEM) Is Experiencing Growth In Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Oct 22

Is Semperit Holding (VIE:SEM) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jun 03

Little Excitement Around Semperit Aktiengesellschaft Holding's (VIE:SEM) Earnings

Semperit Aktiengesellschaft Holding's ( VIE:SEM ) price-to-earnings (or "P/E") ratio of 2.5x might make it look like a...

業績と収益の成長予測

WBAG:SEM - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288243632934
12/31/20277692730885
12/31/20267192024694
3/31/2026677174676N/A
12/31/202566504074N/A
9/30/2025656-44379N/A
6/30/2025654-92671N/A
3/31/2025655-13791N/A
12/31/2024679113095N/A
9/30/2024672141082N/A
6/30/2024675152092N/A
3/31/202468421468N/A
12/31/2023684251166N/A
9/30/2023708251768N/A
6/30/202374330-246N/A
3/31/202377740-250N/A
12/31/202278338-846N/A
9/30/2022271-1901169N/A
6/30/2022338-14368126N/A
3/31/2022463-75182237N/A
12/31/20216053241289N/A
9/30/20211,201278282323N/A
6/30/20211,173262292326N/A
3/31/20211,055275203233N/A
12/31/2020931186166193N/A
9/30/202084911993117N/A
6/30/2020826446284N/A
3/31/2020830-566386N/A
12/31/2019843-51N/A90N/A
9/30/2019863-48N/A79N/A
6/30/2019869-14N/A71N/A
3/31/2019873-81N/A52N/A
12/31/2018881-85N/A10N/A
9/30/2018877-106N/A35N/A
6/30/2018865-115N/A25N/A
3/31/2018869-91N/A26N/A
12/31/2017878-26N/A64N/A
9/30/2017879-27N/A49N/A
6/30/2017880-5N/A56N/A
3/31/201786744N/A68N/A
12/31/2016857-9N/A34N/A
9/30/201687530N/A67N/A
6/30/201690839N/A66N/A
3/31/201692344N/A63N/A
12/31/201592146N/A60N/A
9/30/201590141N/A33N/A
6/30/201587138N/A42N/A

アナリストによる今後の成長予測

収入対貯蓄率: SEMの予測収益成長率 (年間27.5% ) は 貯蓄率 ( 2.3% ) を上回っています。

収益対市場: SEMの収益 ( 27.5% ) はAustrian市場 ( 10.7% ) よりも速いペースで成長すると予測されています。

高成長収益: SEMの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SEMの収益 ( 8.1% ) Austrian市場 ( 4.2% ) よりも速いペースで成長すると予測されています。

高い収益成長: SEMの収益 ( 8.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SEMの 自己資本利益率 は、3年後には低くなると予測されています ( 6.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/09 01:24
終値2026/06/09 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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

Semperit Aktiengesellschaft Holding 5 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。13

アナリスト機関
Volker BosseBaader Helvea Equity Research
Roland RapeliusBerenberg
Matthias PfeifenbergerDeutsche Bank