SEB（SEBS）株式概要SEB SAは、西ヨーロッパ、その他のヨーロッパ、中東、アフリカ、南北アメリカ、中国、その他のアジアにおいて、小型家庭用機器の設計、製造、販売を行っている。 詳細SEBS ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績3/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より54.9%で取引されている 収益は年間22.71%増加すると予測されています アナリストらは、株価が47%上昇するだろうとほぼ一致している。 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 5.6%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るSEBS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€50.4547.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue €9.5bEarnings €285.6mAdvancedSet Fair ValueView all narrativesSEB SA 競合他社RinnaiSymbol: TSE:5947Market cap: JP¥468.5bBreville GroupSymbol: ASX:BRGMarket cap: AU$4.2bKingclean ElectricLtdSymbol: SHSE:603355Market cap: CN¥15.7bHangzhou Robam AppliancesSymbol: SZSE:002508Market cap: CN¥16.4b価格と性能株価の高値、安値、推移の概要SEB過去の株価現在の株価€50.4552週高値€88.2552週安値€41.06ベータ1.211ヶ月の変化-4.99%3ヶ月変化-2.79%1年変化-42.70%3年間の変化-42.67%5年間の変化-66.90%IPOからの変化-60.45%最新ニュースお知らせ • May 19SEB SA Approves Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA at the Combined Shareholders Meeting took place on May 12, 2026, approved the distribution of a EUR 2.801 dividend for the 2025 fiscal year. The ex-dividend date is May 20, 2026 and the dividend will be paid starting May 22, 2026.Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.お知らせ • Mar 23SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Feb 26SEB SA, Annual General Meeting, May 12, 2026SEB SA, Annual General Meeting, May 12, 2026.お知らせ • Feb 25SEB SA Proposes Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA announced that meeting on 24 February 2026, the Board of Directors proposed the distribution of a dividend per share of €2.80 in respect of fiscal year 2025, stable compared to the dividend paid in 2025 in respect of fiscal year 2024. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €3.08 per share (for holdings below 0.5% of the capital for a single shareholder). The dividend amount will be submitted to the Group’s shareholders for a vote at the Annual General Meeting to be held on May 12, 2026, with the coupon detachment date set at May 20, 2026 and the dividend payment date at May 22, 2026.最新情報をもっと見るRecent updatesお知らせ • May 19SEB SA Approves Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA at the Combined Shareholders Meeting took place on May 12, 2026, approved the distribution of a EUR 2.801 dividend for the 2025 fiscal year. The ex-dividend date is May 20, 2026 and the dividend will be paid starting May 22, 2026.Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.お知らせ • Mar 23SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Feb 26SEB SA, Annual General Meeting, May 12, 2026SEB SA, Annual General Meeting, May 12, 2026.お知らせ • Feb 25SEB SA Proposes Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA announced that meeting on 24 February 2026, the Board of Directors proposed the distribution of a dividend per share of €2.80 in respect of fiscal year 2025, stable compared to the dividend paid in 2025 in respect of fiscal year 2024. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €3.08 per share (for holdings below 0.5% of the capital for a single shareholder). The dividend amount will be submitted to the Group’s shareholders for a vote at the Annual General Meeting to be held on May 12, 2026, with the coupon detachment date set at May 20, 2026 and the dividend payment date at May 22, 2026.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €53.25, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total loss to shareholders of 3.5% over the past three years.お知らせ • Oct 06+ 1 more updateGroupe SEB Revises Earnings Guidance for the Full-Year 2025Groupe SEB revised earnings guidance for the full-year 2025. For the year, the company expects stable to slightly positive organic sales growth versus the +2% to +4% range announced in July 2025. Operating Result from Activity should come in between €550 million and €600 million versus €700 million to €750 million previously.Reported Earnings • Jul 25First half 2025 earnings released: EPS: €0.01 (vs €1.84 in 1H 2024)First half 2025 results: EPS: €0.01 (down from €1.84 in 1H 2024). Revenue: €3.75b (flat on 1H 2024). Net income: €800.0k (down 99% from 1H 2024). Profit margin: 0% (down from 2.7% in 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.New Risk • Jul 24New 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 5.3% 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 Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).お知らせ • Jul 24SEB SA Revises Sales Guidance for 2025SEB SA revised sales guidance for 2025. The Group revised its annual organic sales growth expectations which should range between 2% and 4% (vs. “around 5%” previously).お知らせ • Jul 23+ 3 more updatesSEB SA to Report First Half, 2026 Results on Jul 22, 2026SEB SA announced that they will report first half, 2026 results on Jul 22, 2026Declared Dividend • May 23Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Apr 07Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01SEB SA, Annual General Meeting, May 20, 2025SEB SA, Annual General Meeting, May 20, 2025.お知らせ • Feb 28+ 1 more updateSEB SA announces Annual dividend, payable on June 05, 2025SEB SA announced Annual dividend of EUR 2.8000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.お知らせ • Jan 23SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A and others.SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A. and others on January 22, 2025. La Brigade de Buyer has been owned since 2015 by Edify, an industrial holding company whose portfolio consists of majority and minority stakes in European industrial mid-caps and SMEs. For the period ending December 31, 2024, De BUYER Industries SAS reported total revenue of €66 million. Jean-Thomas Heintz of CMS Francis Lefebvre Avocats acted as legal advisor for Edify S.A. Jonathan Denizou, Emmanuel Faury and Aline Janin of CMS Francis Lefebvre Avocats acted as legal due diligence provider for Edify S.A. Amaury, Bonnaire, Thibault de la Taille, Jean-Baptiste Dujardin and Clement Guinard of Alvarez & Marsal France SARL acted as financial advisor for Edify S.A. SEB SA (ENXTPA:SK) completed the acquisition of De BUYER Industries SAS from Edify S.A. and others on January 22, 2025.お知らせ • Oct 25+ 2 more updatesSEB SA to Report First Half, 2025 Results on Jul 23, 2025SEB SA announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Oct 24SEB SA to Report Fiscal Year 2024 Results on Feb 27, 2025SEB SA announced that they will report fiscal year 2024 results Pre-Market on Feb 27, 2025Reported Earnings • Jul 26First half 2024 earnings released: EPS: €1.84 (vs €1.38 in 1H 2023)First half 2024 results: EPS: €1.84 (up from €1.38 in 1H 2023). Revenue: €3.74b (up 3.6% from 1H 2023). Net income: €100.1m (up 32% from 1H 2023). Profit margin: 2.7% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Jul 25SEB SA Provides Earnings Guidance for the Year 2024SEB SA provided earnings guidance for the year 2024. For the year, the company expects organic sales growth of around 5%.Upcoming Dividend • May 27Upcoming dividend of €2.62 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.1%).お知らせ • May 25SEB S.A. Approves Dividend for the Financial Year 2023, Payable from June 5, 2024The Combined Shareholders Meeting of SEB S.A. took place on May 23,2024 approved the distribution of a dividend of €2.62 in respect of the financial year 2023. The dividend is increased by a 10% dividend supplement for shareholders who have held registered shares for a period of more than two years (up to a maximum of 0.5% of the share capital). The coupon will be detached on June 3, 2024 and the dividend will be paid from June 5, 2024.Buy Or Sell Opportunity • May 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €117. The fair value is estimated to be €95.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Apr 12SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family.SEB SA (ENXTPA:SK) agreed to acquire Groupe Sofilec from Augagneur family on February 21, 2024. The transaction also include the acquisition of Groupe Sofilec brands Lacanche and Charvet. The total revenue of Groupe Sofilec in 2023 is €62 million. The transaction is expected to be completed in April 2024, is conditioned in particular on informing and consulting employee representative bodies within certain Groupe Sofilac companies. SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family on April 11, 2024.Reported Earnings • Apr 07Full year 2023 earnings released: EPS: €7.02 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.02 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.Declared Dividend • Mar 25Dividend increased to €2.62Dividend of €2.62 is 6.9% higher than last year. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23Full year 2023 earnings released: EPS: €7.01 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.01 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.お知らせ • Feb 22Groupe SEB Proposes Dividend for the Financial Year 2023, Payable on June 5, 2024Groupe SEB announced that at the meeting on February 21, 2024, the board of directors proposed the distribution of a dividend per share of €2.62 in respect of the 2023 financial year, up 6.9% versus the dividend paid in 2023. This increase not only illustrates the return to profitable growth observed in 2023, but also the board's confidence in the Group's ability to continue its trajectory toward responsible development in both Consumer and Professional businesses. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €2.88 per share (for holdings below 0.5% of the capital for a single shareholder). With the Annual General Meeting scheduled for May 23, 2024, the coupon detachment date is set for June 3, 2024, and the dividend will be paid on June 5, 2024.New Risk • Dec 15New major risk - Revenue and earnings growthEarnings have declined by 2.7% 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 Risk Earnings have declined by 2.7% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Dec 06SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum.SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum on December 5, 2023.SEB SA (ENXTPA:SK) completed the acquisition of unknown minority stake in Auum on December 5, 2023.お知らせ • Sep 27SEB SA, Annual General Meeting, May 23, 2024SEB SA, Annual General Meeting, May 23, 2024, at 14:30 Central European Standard Time.お知らせ • Sep 26+ 1 more updateSEB SA to Report First Half, 2024 Results on Jul 25, 2024SEB SA announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Jul 30First half 2023 earnings released: EPS: €1.38 (vs €1.30 in 1H 2022)First half 2023 results: EPS: €1.38 (up from €1.30 in 1H 2022). Revenue: €3.61b (down 1.5% from 1H 2022). Net income: €76.0m (up 6.1% from 1H 2022). Profit margin: 2.1% (up from 2.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Europe.お知らせ • Jul 28Groupe SEB Appoints Cyril Buxtorf as Senior Executive Vice-President, Products & Innovation, Member of the General Management CommitteeCyril Buxtorf has been appointed Senior Executive Vice-President, Products & Innovation of Groupe SEB. Member of the Executive Committee, he has joined the General Management Committee. He will continue to report Stanislas de Gramont, Chief Executive Officer of Groupe SEB. Cyril Buxtorf joined Groupe SEB in 1997 and has built up a strong experience, both in the markets and in the Business Units, over the last 26 years. Cyril started his career at the historic birthplace of Groupe SEB in Selongey, Burgundy, as International Market Manager within one of the Strategic Business Units. He moved to the Continents where he spent 7 years in Moscow as General Manager of CEI (Groupe SEB Vostok; Ukraine; Baltics), and then he was successively General Manager of Eurasia (Eastern Europe, CEI, Turkey, Middle East, Africa), General Manager of Western and Southern Europe. In 2010, he came back to the Business Units to take the General Management of the Home & Personal Care Business Unit for 5 years, before taking up the position of General Manager of the EMEA/Greater Europe Continent in 2015. Graduating from EM Lyon, Cyril Buxtorf started his career as an export consultant in Germany, and then in marketing and internal audit with L’Oréal.お知らせ • Jan 31SEB SA to Report Q3, 2023 Results on Oct 26, 2023SEB SA announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 26, 2023株主還元SEBSAT Consumer DurablesAT 市場7D2.9%0.6%2.0%1Y-42.7%-28.6%27.7%株主還元を見る業界別リターン: SEBS過去 1 年間で-28.6 % の収益を上げたAustrian Consumer Durables業界を下回りました。リターン対市場: SEBSは、過去 1 年間で27.7 % のリターンを上げたAustrian市場を下回りました。価格変動Is SEBS's price volatile compared to industry and market?SEBS volatilitySEBS Average Weekly Movement5.6%Consumer Durables Industry Average Movement5.1%Market Average Movement4.9%10% most volatile stocks in AT Market7.3%10% least volatile stocks in AT Market3.1%安定した株価: SEBS 、 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: SEBSの 週次ボラティリティ ( 6% ) 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185731,856Stanislas de Gramontwww.groupeseb.comSEB SAは、西欧、その他欧州、中東、アフリカ、南北アメリカ、中国、その他アジアにおいて、家庭用小型機器の設計、製造、販売を行っている。消費者向け事業と業務用事業で事業を展開している。同社は、深型およびオイルレスフライヤー、炊飯器および圧力鍋、内食器具、サンドイッチメーカー、トースター、マルチクッカー、フィルターおよびポッドコーヒーメーカー、エスプレッソマシン、ケトル、家庭用ビールタップ、豆乳メーカー、ブレンダー、調理用フードプロセッサー、キッチンおよびジュースマシン、ミキサー、ビーター、カウンタートップオーブン、IHコンロなどを提供している。また、スチームアイロンとジェネレーター、衣類スチーマー、キャニスター型掃除機（ダストバッグ付き・なし）、スチーム掃除機とアップライト型掃除機、ハンディ型掃除機とロボット掃除機、真空ウィーパー、扇風機、ヒーター、空気処理・ヘアケア家電、脱毛器、浴室用体重計、スチームポッド、スポットクリーナー、空気清浄機、電気バリカン、ドライヤー、ストレートパーマ、カーラーも提供している。さらに、フライパン、ソースパン、ベークウェア、食品保存容器、カラフェ、フラスコ、サーモマグ、カトラリー、煮込み鍋、ココット、中華鍋、キッチンスケールや包丁、収納ボックス、ハンディミンサー、サーモマグなどのキッチン用品も提供している。さらに、クレープメーカー、ワッフルメーカー、プランチャ、プロ用およびコンシューマー用グリルの設計、製造、販売も行っている。同社は、Arno, Asia Vina, Calor, Clock, DASH, EMSA, imusa, Kaiser, Krupus, Maharaj Whiteline, MIRRO, Moulinex, OBH NORDICA, PANEX, PEBBLY, Rochedo, Rowenta, Samurai, Seb, SUPOR, Tefal T-fal、umco、WearEver、32 DUMAS、All-Clad、de Buyer、Krampouz、LACANCHE、Lagostina、Open'Cook、SABATIER、Silit、WMF、Forge Adour、Air'T、Ambassade de Bourgogne、Charvet、HEPP、La San Marco、Pacojet、Scaritech、Schaerer、Wilbur Curtis、Zummoの各ブランド。SEB SAは1857年に設立され、フランスのエキュリーに本社を置いている。もっと見るSEB SA 基礎のまとめSEB の収益と売上を時価総額と比較するとどうか。SEBS 基礎統計学時価総額€2.74b収益（TTM）€244.60m売上高(TTM)€8.17b11.2xPER（株価収益率0.3xP/SレシオSEBS 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SEBS 損益計算書（TTM）収益€8.17b売上原価€7.57b売上総利益€600.90mその他の費用€356.30m収益€244.60m直近の収益報告Dec 31, 2025次回決算日Jul 22, 2026一株当たり利益（EPS）4.46グロス・マージン7.36%純利益率2.99%有利子負債／自己資本比率90.4%SEBS の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.6%現在の配当利回り63%配当性向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2026/05/29 22:36終値2026/05/29 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SEB SA 11 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。22 アナリスト機関Gerhard OrgonasBerenbergFraser DonlonBerenbergMarie-Line FortBernstein19 その他のアナリストを表示
お知らせ • May 19SEB SA Approves Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA at the Combined Shareholders Meeting took place on May 12, 2026, approved the distribution of a EUR 2.801 dividend for the 2025 fiscal year. The ex-dividend date is May 20, 2026 and the dividend will be paid starting May 22, 2026.
Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.
お知らせ • Mar 23SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Feb 26SEB SA, Annual General Meeting, May 12, 2026SEB SA, Annual General Meeting, May 12, 2026.
お知らせ • Feb 25SEB SA Proposes Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA announced that meeting on 24 February 2026, the Board of Directors proposed the distribution of a dividend per share of €2.80 in respect of fiscal year 2025, stable compared to the dividend paid in 2025 in respect of fiscal year 2024. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €3.08 per share (for holdings below 0.5% of the capital for a single shareholder). The dividend amount will be submitted to the Group’s shareholders for a vote at the Annual General Meeting to be held on May 12, 2026, with the coupon detachment date set at May 20, 2026 and the dividend payment date at May 22, 2026.
お知らせ • May 19SEB SA Approves Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA at the Combined Shareholders Meeting took place on May 12, 2026, approved the distribution of a EUR 2.801 dividend for the 2025 fiscal year. The ex-dividend date is May 20, 2026 and the dividend will be paid starting May 22, 2026.
Reported Earnings • Mar 31Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 24% per year.
お知らせ • Mar 23SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)SEB SA(ENXTPA:SK) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 02Full year 2025 earnings released: EPS: €4.47 (vs €4.26 in FY 2024)Full year 2025 results: EPS: €4.47 (up from €4.26 in FY 2024). Revenue: €8.17b (down 1.2% from FY 2024). Net income: €244.6m (up 5.4% from FY 2024). Profit margin: 3.0% (up from 2.8% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Feb 26SEB SA, Annual General Meeting, May 12, 2026SEB SA, Annual General Meeting, May 12, 2026.
お知らせ • Feb 25SEB SA Proposes Dividend for the Fiscal Year 2025, Payable on May 22, 2026SEB SA announced that meeting on 24 February 2026, the Board of Directors proposed the distribution of a dividend per share of €2.80 in respect of fiscal year 2025, stable compared to the dividend paid in 2025 in respect of fiscal year 2024. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €3.08 per share (for holdings below 0.5% of the capital for a single shareholder). The dividend amount will be submitted to the Group’s shareholders for a vote at the Annual General Meeting to be held on May 12, 2026, with the coupon detachment date set at May 20, 2026 and the dividend payment date at May 22, 2026.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €53.25, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total loss to shareholders of 3.5% over the past three years.
お知らせ • Oct 06+ 1 more updateGroupe SEB Revises Earnings Guidance for the Full-Year 2025Groupe SEB revised earnings guidance for the full-year 2025. For the year, the company expects stable to slightly positive organic sales growth versus the +2% to +4% range announced in July 2025. Operating Result from Activity should come in between €550 million and €600 million versus €700 million to €750 million previously.
Reported Earnings • Jul 25First half 2025 earnings released: EPS: €0.01 (vs €1.84 in 1H 2024)First half 2025 results: EPS: €0.01 (down from €1.84 in 1H 2024). Revenue: €3.75b (flat on 1H 2024). Net income: €800.0k (down 99% from 1H 2024). Profit margin: 0% (down from 2.7% in 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
New Risk • Jul 24New 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 5.3% 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 Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
お知らせ • Jul 24SEB SA Revises Sales Guidance for 2025SEB SA revised sales guidance for 2025. The Group revised its annual organic sales growth expectations which should range between 2% and 4% (vs. “around 5%” previously).
お知らせ • Jul 23+ 3 more updatesSEB SA to Report First Half, 2026 Results on Jul 22, 2026SEB SA announced that they will report first half, 2026 results on Jul 22, 2026
Declared Dividend • May 23Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 97% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Apr 07Dividend increased to €2.80Dividend of €2.80 is 6.9% higher than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (66% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01SEB SA, Annual General Meeting, May 20, 2025SEB SA, Annual General Meeting, May 20, 2025.
お知らせ • Feb 28+ 1 more updateSEB SA announces Annual dividend, payable on June 05, 2025SEB SA announced Annual dividend of EUR 2.8000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.
お知らせ • Jan 23SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A and others.SEB SA (ENXTPA:SK) acquired De BUYER Industries SAS from Edify S.A. and others on January 22, 2025. La Brigade de Buyer has been owned since 2015 by Edify, an industrial holding company whose portfolio consists of majority and minority stakes in European industrial mid-caps and SMEs. For the period ending December 31, 2024, De BUYER Industries SAS reported total revenue of €66 million. Jean-Thomas Heintz of CMS Francis Lefebvre Avocats acted as legal advisor for Edify S.A. Jonathan Denizou, Emmanuel Faury and Aline Janin of CMS Francis Lefebvre Avocats acted as legal due diligence provider for Edify S.A. Amaury, Bonnaire, Thibault de la Taille, Jean-Baptiste Dujardin and Clement Guinard of Alvarez & Marsal France SARL acted as financial advisor for Edify S.A. SEB SA (ENXTPA:SK) completed the acquisition of De BUYER Industries SAS from Edify S.A. and others on January 22, 2025.
お知らせ • Oct 25+ 2 more updatesSEB SA to Report First Half, 2025 Results on Jul 23, 2025SEB SA announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Oct 24SEB SA to Report Fiscal Year 2024 Results on Feb 27, 2025SEB SA announced that they will report fiscal year 2024 results Pre-Market on Feb 27, 2025
Reported Earnings • Jul 26First half 2024 earnings released: EPS: €1.84 (vs €1.38 in 1H 2023)First half 2024 results: EPS: €1.84 (up from €1.38 in 1H 2023). Revenue: €3.74b (up 3.6% from 1H 2023). Net income: €100.1m (up 32% from 1H 2023). Profit margin: 2.7% (up from 2.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Jul 25SEB SA Provides Earnings Guidance for the Year 2024SEB SA provided earnings guidance for the year 2024. For the year, the company expects organic sales growth of around 5%.
Upcoming Dividend • May 27Upcoming dividend of €2.62 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.1%).
お知らせ • May 25SEB S.A. Approves Dividend for the Financial Year 2023, Payable from June 5, 2024The Combined Shareholders Meeting of SEB S.A. took place on May 23,2024 approved the distribution of a dividend of €2.62 in respect of the financial year 2023. The dividend is increased by a 10% dividend supplement for shareholders who have held registered shares for a period of more than two years (up to a maximum of 0.5% of the share capital). The coupon will be detached on June 3, 2024 and the dividend will be paid from June 5, 2024.
Buy Or Sell Opportunity • May 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.8% to €117. The fair value is estimated to be €95.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 6.1%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Apr 12SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family.SEB SA (ENXTPA:SK) agreed to acquire Groupe Sofilec from Augagneur family on February 21, 2024. The transaction also include the acquisition of Groupe Sofilec brands Lacanche and Charvet. The total revenue of Groupe Sofilec in 2023 is €62 million. The transaction is expected to be completed in April 2024, is conditioned in particular on informing and consulting employee representative bodies within certain Groupe Sofilac companies. SEB SA (ENXTPA:SK) completed the acquisition of Groupe Sofilec from Augagneur family on April 11, 2024.
Reported Earnings • Apr 07Full year 2023 earnings released: EPS: €7.02 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.02 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.
Declared Dividend • Mar 25Dividend increased to €2.62Dividend of €2.62 is 6.9% higher than last year. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 54% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: €7.01 (vs €5.74 in FY 2022)Full year 2023 results: EPS: €7.01 (up from €5.74 in FY 2022). Revenue: €8.01b (flat on FY 2022). Net income: €386.2m (up 22% from FY 2022). Profit margin: 4.8% (up from 4.0% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 5% per year.
お知らせ • Feb 22Groupe SEB Proposes Dividend for the Financial Year 2023, Payable on June 5, 2024Groupe SEB announced that at the meeting on February 21, 2024, the board of directors proposed the distribution of a dividend per share of €2.62 in respect of the 2023 financial year, up 6.9% versus the dividend paid in 2023. This increase not only illustrates the return to profitable growth observed in 2023, but also the board's confidence in the Group's ability to continue its trajectory toward responsible development in both Consumer and Professional businesses. For shareholders having held registered shares for more than two years, the dividend will be increased by a loyalty premium of 10%, taking the total dividend to €2.88 per share (for holdings below 0.5% of the capital for a single shareholder). With the Annual General Meeting scheduled for May 23, 2024, the coupon detachment date is set for June 3, 2024, and the dividend will be paid on June 5, 2024.
New Risk • Dec 15New major risk - Revenue and earnings growthEarnings have declined by 2.7% 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 Risk Earnings have declined by 2.7% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Dec 06SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum.SEB SA (ENXTPA:SK) acquired unknown minority stake in Auum on December 5, 2023.SEB SA (ENXTPA:SK) completed the acquisition of unknown minority stake in Auum on December 5, 2023.
お知らせ • Sep 27SEB SA, Annual General Meeting, May 23, 2024SEB SA, Annual General Meeting, May 23, 2024, at 14:30 Central European Standard Time.
お知らせ • Sep 26+ 1 more updateSEB SA to Report First Half, 2024 Results on Jul 25, 2024SEB SA announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Jul 30First half 2023 earnings released: EPS: €1.38 (vs €1.30 in 1H 2022)First half 2023 results: EPS: €1.38 (up from €1.30 in 1H 2022). Revenue: €3.61b (down 1.5% from 1H 2022). Net income: €76.0m (up 6.1% from 1H 2022). Profit margin: 2.1% (up from 2.0% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Europe.
お知らせ • Jul 28Groupe SEB Appoints Cyril Buxtorf as Senior Executive Vice-President, Products & Innovation, Member of the General Management CommitteeCyril Buxtorf has been appointed Senior Executive Vice-President, Products & Innovation of Groupe SEB. Member of the Executive Committee, he has joined the General Management Committee. He will continue to report Stanislas de Gramont, Chief Executive Officer of Groupe SEB. Cyril Buxtorf joined Groupe SEB in 1997 and has built up a strong experience, both in the markets and in the Business Units, over the last 26 years. Cyril started his career at the historic birthplace of Groupe SEB in Selongey, Burgundy, as International Market Manager within one of the Strategic Business Units. He moved to the Continents where he spent 7 years in Moscow as General Manager of CEI (Groupe SEB Vostok; Ukraine; Baltics), and then he was successively General Manager of Eurasia (Eastern Europe, CEI, Turkey, Middle East, Africa), General Manager of Western and Southern Europe. In 2010, he came back to the Business Units to take the General Management of the Home & Personal Care Business Unit for 5 years, before taking up the position of General Manager of the EMEA/Greater Europe Continent in 2015. Graduating from EM Lyon, Cyril Buxtorf started his career as an export consultant in Germany, and then in marketing and internal audit with L’Oréal.
お知らせ • Jan 31SEB SA to Report Q3, 2023 Results on Oct 26, 2023SEB SA announced that they will report Q3, 2023 results at 5:40 PM, Central European Standard Time on Oct 26, 2023
