Strabag SE

WBAG:STR 株式レポート

時価総額：€9.8b

Strabag 将来の成長

Future 基準チェック /16

Strabagの収益は年間0.7%で減少すると予測されていますが、年間収益は年間5.5%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に12.7% 0.7%なると予測されています。

主要情報

-0.7%

収益成長率

-0.69%

EPS成長率

Construction 収益成長12.1%
収益成長率5.5%
将来の株主資本利益率12.72%
アナリストカバレッジ

Low

最終更新日22 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 25

STR: International Expansion And Stable Margins Will Drive Future Upside

Strabag's analyst price target is now held at €106.25. Analysts cite largely unchanged fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support maintaining their view.
ナラティブ更新 • Jun 06

STR: Backlog Strength And New Contract Wins Will Drive Future Upside

Analysts have inched their price target for Strabag slightly higher to about €106.25 from roughly €105.95, citing small adjustments to discount rate assumptions, revenue growth expectations of around 5.84% and profit margin forecasts near 3.97%, along with a future P/E estimate close to 17.44x. What's in the News Q1 2026 output rose 4% and the order backlog was up 18% year on year, supported by infrastructure demand in Germany, Central and Eastern Europe, and contract wins in Chile and Central Europe.
ナラティブ更新 • May 13

STR: Higher Margin Outlook And New Contracts Will Support Future Upside

Analysts have nudged their fair value estimate for Strabag up by €1 to €105.95, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with a recent shift in rating to Accumulate with a €108.90 price target. Analyst Commentary Recent research reflects a more balanced stance on Strabag, with the stock now rated Accumulate and a €108.90 price target.
分析記事 • May 05

Strabag's (VIE:STR) Promising Earnings May Rest On Soft Foundations

Strabag SE's ( VIE:STR ) stock was strong after they recently reported robust earnings. However, we think that...
ナラティブ更新 • Apr 23

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have adjusted their stance on Strabag, lowering the rating to Accumulate and setting a new price target of €108.90, which results in a slightly revised valuation narrative in this update. Analyst Commentary Analysts see the revised €108.90 price target and the move to an Accumulate rating as a sign that Strabag still offers potential, but with a more balanced risk and reward profile than before.
ナラティブ更新 • Apr 03

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have updated their stance on Strabag, resulting in a lower analyst rating and a refreshed price target of €108.90 that reflects a slightly higher discount rate and updated assumptions for revenue growth, profit margin and future P/E. Analyst Commentary The latest rating change to Accumulate, alongside a price target of €108.90, indicates that analysts still see upside potential, but with a more measured view on execution and valuation risk.
ナラティブ更新 • Mar 19

STR: Raised Margin Guidance And Major Projects Will Support Future Re Rating

Analysts have adjusted their stance on Strabag, with a revised price target of €108.90 that reflects slightly updated assumptions for the discount rate and future P/E, while keeping fair value estimates broadly unchanged. Analyst Commentary Analysts have shifted to a more neutral stance on Strabag, moving to an Accumulate view while setting a price target of €108.90.
ナラティブ更新 • Mar 05

STR: Raised Margin Guidance And Order Wins Will Support Future Re Rating

Narrative Update on Strabag The analyst fair value estimate for Strabag has shifted from €98.15 to €104.95. Analysts point to updated assumptions around revenue growth, profit margins and future P/E, alongside a recent downgrade to Accumulate with a €108.90 price target, to explain the change.
ナラティブ更新 • Feb 17

STR: Raised Margin Guidance And Order Wins Will Support Measured Upside

Analysts have lifted their price target on Strabag from €91.15 to €98.15, citing updated assumptions for revenue growth, profit margins and future P/E, as well as a refreshed discount rate in their valuation work. What's in the News Strabag issued new guidance for fiscal 2026, targeting an EBIT margin in a range between 5% and 5.5% (corporate guidance).
ナラティブ更新 • Feb 03

STR: Pullback And Raised Margin Guidance Will Shape Measured Upside Expectations

Analysts have kept their fair value estimate for Strabag broadly unchanged at €91.15, noting the recent upgrade to Buy with a €95.30 target and the view that the latest pullback offers a more attractive entry point. Analyst Commentary Analysts see the recent call to Buy as a valuation reset rather than a shift in the underlying thesis, framing the current share price against a fair value estimate of €91.15 and a target of €95.30.
ナラティブ更新 • Jan 20

STR: Recent Pullback And New €95.30 Reference Will Support Shares

Analysts now see Strabag's fair value at €91.15 with a refreshed P/E assumption of 18.14x, in line with recent Street research that set a €95.30 price target and described the recent pullback as an entry opportunity. Analyst Commentary Recent research points to a reassessment of Strabag's valuation, with the refreshed P/E assumption of 18.14x and the €95.30 fair value view giving investors a clearer anchor for expectations.
分析記事 • Jan 12

Here's Why We Think Strabag (VIE:STR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブ更新 • Jan 05

STR: Recent Pullback And 2025 Margin Aims Will Drive Shares Higher

Analysts have raised their price target on Strabag to €95.30 from €91.15, citing the recent share pullback and updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for the change. Analyst Commentary Analysts raising the target to €95.30 are reacting mainly to the recent share pullback and refreshed assumptions around discount rate, revenue growth, profit margin and future P/E.
分析記事 • Dec 16

Strabag SE's (VIE:STR) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 11.2x Strabag SE ( VIE:STR ) may be sending bullish signals at the moment...
ナラティブ更新 • Dec 14

STR: Recent Pullback And Improved Margins Will Drive Shares Higher

Analysts have modestly raised their price target on Strabag to EUR 95.30 from EUR 91.15, citing an attractive entry point after the recent share price pullback, while core assumptions on growth, margins and valuation multiples remain largely unchanged. Analyst Commentary Analyst updates reflect a broadly constructive stance on Strabag, but with some caution around execution and market conditions.
ナラティブ更新 • Nov 28

STR: Improved Margins And Index Inclusion Will Drive Shares Higher

Strabag's analyst price target has been increased to €95.30. Analysts cite an improved profit margin outlook and recommend taking advantage of the recent share price pullback.
ナラティブ更新 • Nov 14

STR: Future Upgrades And Index Inclusion Will Drive Bullish Sentiment

Narrative Update on Strabag Analyst Price Target Analysts have raised their price target for Strabag from €89.30 to €91.15. This change is attributed to improved revenue growth forecasts and a recent upgrade following the company's share price pullback.
分析記事 • Nov 02

These 4 Measures Indicate That Strabag (VIE:STR) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 11

Return Trends At Strabag (VIE:STR) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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新しいナラティブ • Feb 09

Declining Residential Construction In Europe Will Hurt Future Earnings

Heavy reliance on public sector contracts creates risk of revenue volatility with potential shifts in public spending priorities.

業績と収益の成長予測

WBAG:STR - 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
12/31/202822,2038826381,6242
12/31/202721,3008526101,6312
12/31/202620,3428085541,3042
12/31/202518,7249161,1381,803N/A
9/30/202518,3248719881,660N/A
6/30/202517,9248268391,518N/A
3/31/202517,6778257911,452N/A
12/31/202417,4308237431,387N/A
9/30/202417,4407357051,307N/A
6/30/202417,4506486661,227N/A
3/31/202417,5636399711,522N/A
12/31/202317,6766311,2761,817N/A
9/30/202317,5775681,1351,705N/A
6/30/202317,4785069951,593N/A
3/31/202317,2604895881,203N/A
12/31/202217,042472182813N/A
9/30/202216,533505159745N/A
6/30/202216,024538136677N/A
3/31/202215,665562450949N/A
12/31/202115,3075867641,221N/A
9/30/202115,1385357441,202N/A
6/30/202114,9694847241,184N/A
3/31/202114,8624407761,232N/A
12/31/202014,7563958291,280N/A
9/30/202014,8853788501,355N/A
6/30/202015,0143608711,429N/A
3/31/202015,3453666501,253N/A
12/31/201915,6753724281,076N/A
9/30/201915,879366N/A1,275N/A
6/30/201915,918365N/A616N/A
3/31/201916,386476N/A773N/A
12/31/201815,255354N/A789N/A
9/30/201814,862375N/A1,321N/A
6/30/201814,192331N/A1,398N/A
3/31/201813,672280N/A1,347N/A
12/31/201713,522279N/A1,345N/A
9/30/201712,830255N/A749N/A
6/30/201712,742250N/A687N/A
3/31/201712,491277N/A632N/A
12/31/201612,405278N/A264N/A
9/30/201612,587202N/A779N/A
6/30/201612,697187N/A907N/A
3/31/201612,969156N/A911N/A
12/31/201513,129156N/A1,240N/A
9/30/201513,069172N/A806N/A

アナリストによる今後の成長予測

収入対貯蓄率: STRの収益は今後 3 年間で減少すると予測されています (年間-0.7% )。

収益対市場: STRの収益は今後 3 年間で減少すると予測されています (年間-0.7% )。

高成長収益: STRの収益は今後 3 年間で減少すると予測されています。

収益対市場: STRの収益 ( 5.5% ) Austrian市場 ( 4% ) 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: STRの収益 ( 5.5% ) 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: STR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 ( 12.7 %)。

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2026/08/11 20:32
終値2026/08/11 00:00
収益2025/12/31
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

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

Strabag SE 2 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。8

アナリスト機関
Marcin WojtalBofA Global Research
Matthias PfeifenbergerDeutsche Bank
Henning EsskuchenErste Group Bank AG