View ValuationAccor 将来の成長Future 基準チェック /36Accor利益と収益がそれぞれ年間14.1%と5.4%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18.3% 14.9%なると予測されています。主要情報14.1%収益成長率14.92%EPS成長率Hospitality 収益成長20.9%収益成長率5.4%将来の株主資本利益率18.28%アナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • May 20Dividend increased to €1.35Dividend of €1.35 is 7.1% higher than last year. Ex-date: 1st June 2026 Payment date: 3rd June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 23Accor SA, Annual General Meeting, May 27, 2026Accor SA, Annual General Meeting, May 27, 2026. Location: 82 rue henri farman, issy les moulineaux Franceお知らせ • Apr 03Blackstone Inc. (NYSE:BX) and Colony Investment Management signed memorandum of understanding to acquire 30.56% stake in Essendi S.A. from Accor SA (ENXTPA:AC) for approximately €980 million.Blackstone Inc. (NYSE:BX) and Colony Investment Management signed memorandum of understanding to acquire 30.56% stake in Essendi S.A. from Accor SA (ENXTPA:AC) for approximately €980 million on April 1, 2026. A cash consideration of €675 million will be paid by Blackstone Inc. and Colony Investment Management. Blackstone Inc. and Colony Investment Management will pay an earnout/contingent payment of €300 million cash. As part of consideration, €975 million is paid towards common equity of Essendi S.A. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee and definitive agreement. The expected completion of the transaction is third quarter of 2026.お知らせ • Mar 11Accor Announces Appointment of Laurent Choain as Global Chief People & Culture Officer, Member of Group Management Board, and Premium, Midscale & Economy Executive CommitteeAccor has appointed Laurent Choain as Global Chief People & Culture Officer and member of the Group Management Board, effective April 1, 2026. He will also serve on the Premium, Midscale & Economy Executive Committee. Choain brings more than 30 years of international human resources leadership experience, with previous senior roles at Forvis Mazars, Groupe Caisse d'Epargne (now BPCE), and Kempinski Hotels & Resorts. He has led corporate universities and management education initiatives with global industry organizations. He is active in governance and advisory roles in the management, human resources, and cultural sectors, holding board memberships at EFMD, Bologna Business School, the Peter Drucker Society of Europe, and the Festival de Ramatuelle. Choain holds a PhD in Management Sciences from Université Paris Panthéon Assas and a Master's degree from Paris Panthéon Sorbonne and Neoma Business School. In his new position, Choain will be responsible for shaping Accor’s talent agenda, focusing on the company’s culture, talent attraction, and development opportunities for employees worldwide.お知らせ • Feb 07Accor SA Appoints Amitabh Rai As Chief Operating Officer - Luxury, Accor South AsiaAccor SA has announced the appointment of Amitabh Rai as Chief Operating Officer - Luxury, Accor South Asia. In this strategic leadership role, Amitabh will spearhead the operational and strategic direction of Accor's luxury and lifestyle portfolio across South Asia, with a clear focus on delivering distinctive luxury experiences, thoughtful brand curation, and sustained performance excellence for the Raffles, Fairmont, and Sofitel brands.お知らせ • Dec 20Accor Announces Resignation of Nicolas Sarkozy as Director, Effective December 17, 2025Accor announced that the Board of Directors, meeting on December 17, 2025, acknowledged the resignation of Mr. Nicolas Sarkozy from his position as Director, effective December 17, 2025. Nicolas Sarkozy played a significant role in the transformation and growth of Accor, contributing to the company's influence both in France and internationally.お知らせ • Apr 17Accor SA, Annual General Meeting, May 28, 2025Accor SA, Annual General Meeting, May 28, 2025. Location: 82 rue henri farman, issy les moulineaux FranceReported Earnings • Feb 22Full year 2024 earnings released: EPS: €2.34 (vs €2.19 in FY 2023)Full year 2024 results: EPS: €2.34 (up from €2.19 in FY 2023). Revenue: €5.61b (up 11% from FY 2023). Net income: €610.0m (up 5.5% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 18Accor SA to Report Fiscal Year 2024 Results on Feb 20, 2025Accor SA announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Feb 20, 2025Reported Earnings • Jul 28First half 2024 earnings released: EPS: €0.90 (vs €0.81 in 1H 2023)First half 2024 results: EPS: €0.90 (up from €0.81 in 1H 2023). Revenue: €2.68b (up 11% from 1H 2023). Net income: €222.0m (up 4.2% from 1H 2023). Profit margin: 8.3% (down from 8.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €35.98. The fair value is estimated to be €45.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.Buy Or Sell Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to €39.23. The fair value is estimated to be €49.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.お知らせ • Jun 22Accor SA to Report First Half, 2024 Results on Jul 25, 2024Accor SA announced that they will report first half, 2024 results on Jul 25, 2024Declared Dividend • May 23Dividend of €1.18 announcedShareholders will receive a dividend of €1.18. Ex-date: 5th June 2024 Payment date: 7th June 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 09Accor SA, Annual General Meeting, May 31, 2024Accor SA, Annual General Meeting, May 31, 2024, at 09:00 Central European Standard Time. Location: 82 rue Henri Farman Issy les Moulineaux Franceお知らせ • Mar 04Travel + Leisure Co. (NYSE:TNL) completed the acquisition of Accor Vacation Club from Accor SA (ENXTPA : AC).Travel + Leisure Co. (NYSE:TNL) agreed an agreement to acquire Accor Vacation Club from Accor SA (ENXTPA : AC) for $48.4 million on January 30, 2024. Upon deal closing, the Accor Vacation Club business line will report into Barry Robinson, president and managing director of international operations for Travel + Leisure Co. Travel + Leisure Co. also receives the exclusive rights to develop new vacation ownership clubs and products utilizing the Accor Vacation Club brand across a region including Asia Pacific, Middle East, Africa and Turkey. The acquisition is expected to close in the first quarter of 2024 and to be immediately accretive to Travel + Leisure Co. earnings upon completion. Travel + Leisure Co. (NYSE:TNL) completed the acquisition of Accor Vacation Club from Accor SA (ENXTPA : AC) on March 3, 2024. The acquisition is expected to be immediately accretive to Travel + Leisure Co. earnings.お知らせ • Jan 31Travel + Leisure Co. (NYSE:TNL) agreed an agreement to acquire Accor Vacation Club from AAPC Limited for $48.4 million.Travel + Leisure Co. (NYSE:TNL) agreed an agreement to acquire Accor Vacation Club from AAPC Limited for $48.4 million on January 30, 2024. Upon deal closing, the Accor Vacation Club business line will report into Barry Robinson, president and managing director of international operations for Travel + Leisure Co. Travel + Leisure Co. also receives the exclusive rights to develop new vacation ownership clubs and products utilizing the Accor Vacation Club brand across a region including Asia Pacific, Middle East, Africa and Turkey. The acquisition is expected to close in the first quarter of 2024 and to be immediately accretive to Travel + Leisure Co. earnings upon completion.お知らせ • Jan 23Accor SA to Report Fiscal Year 2023 Results on Feb 22, 2024Accor SA announced that they will report fiscal year 2023 results at 7:30 AM, Central European Standard Time on Feb 22, 2024お知らせ • Nov 29Accor SA Collaborates with Aws to Deliver Exceptional Guest ExperiencesAt AWS re:Invent,Amazon Web Services Inc. (AWS) announced that Accor S.A. has launched a first-of-its-kind generative artificial intelligence (generative AI) solution using AWS. Incorporating an intuitive conversational interface, Accor's new Travel Assistant will empower guests to find the best experiences according to the style of travel they prefer, transforming the entire booking journey from inspiration to after their stay. Expanding its relationship with AWS, Accor worked closely with experts from AWS Innovation Program, AWS Prototyping, and AWS Professional Services on a customer innovation program to reinvent the guest travel experience, beginning with the Travel Assistant product, which will be incorporated into Accor's booking platform ALL.com. Using Amazon Bedrock, a service that makes multiple foundation models available via an API, and Amazon SageMaker, a fully managed service to build, train, and deploy machine learning (ML) models, this powerful AI platform will replicate an expert travel agent service from initial inspiration through ongoing service following a guest's stay. The Travel Assistant engages guests in a tailored discussion, meticulously crafting and refining a proposal of experiences designed to enhance their journey. Beyond rooms, it unveils activities, special offers, and experiences, such as wellness, food, and beverage choices, that guests might overlook in a traditional search. The Travel Assistant uses the ML and generative AI capabilities of AWS to learn from and pick up on guest preferences, allowing Accor to cater to the needs of multimodal guests, who combine business and leisure experiences into the same trip. Travel Assistant's generative AI can recommend much more than just hotel locations and facilities, by using millions of online sources with information and trusted reviews to compile the most relevant local attractions across shopping, food, and entertainment. This enables Accor to offer guidance and inspiration to guests in the early stages of booking and guide them to its direct booking channels. The technology will streamline the booking process down to a matter of minutes, while increasing conversion rate and revenues and reducing call volumes at Accor's contact center. At the same time, it will further Accor's commitment to enriching its ALL member experience and maintaining top-tier guest satisfaction scores. The Travel Assistant also reflects the commitment of Accor and AWS to the highest data privacy standards. Fully GDPR-compliant, it enables guests to enjoy personalized travel experiences from the start of their booking journeys, trusting that their personal data remains secure.Buying Opportunity • Oct 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be €39.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.お知らせ • Sep 26Accor SA Appoints Herle-Xavier Carn as Senior Vice President Group Safety and SecurityAccor SA announced that Herle-Xavier Carn has been appointed as Senior Vice President Safety and Security, following the departure of Christian Flaesch, who is leaving the Group after nearly 10 years leading the Safety and Security Department. Assuming the role on 01 October 2023, Herle-Xavier will be responsible for crisis management and prevention initiatives across the Group, developing protective measures to ensure the ongoing safety of Accor employees and properties. In this capacity Herle-Xavier will report directly to Steven Daines, Group Chief Talent Culture Officer. Bringing more than 30 years of experience acquired at public and private institutions in France and abroad, Herle-Xavier started his career working at the French Ministry of Defence and then started at the French embassies in Singapore and Thailand. Moving to the private sector Herle-Xavier then spent 17 years with International SOS security group, a leading multinational company specializing in international health and safety risk management, where he held the roles of Vice President and EMEA Regional Security Director. This appointment demonstrates and reinforces Accor's ongoing commitment to the safety of employees, guests and assets across the company's wide reaching and international operations. Herle-Xavier's background providing business resilience solutions to large global corporations positions the group well to respond to evolving threats and vulnerabilities, creating a secure environment for employees and management to deliver industry leading hospitality services and experiences.Reported Earnings • Jul 29First half 2023 earnings released: EPS: €0.81 (vs €0.01 loss in 1H 2022)First half 2023 results: EPS: €0.81 (up from €0.01 loss in 1H 2022). Revenue: €2.40b (up 39% from 1H 2022). Net income: €248.0m (up €251.0m from 1H 2022). Profit margin: 10% (up from net loss in 1H 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 25Accor in Talks to Buy Out Potel & ChabotAccor SA (ENXTPA:AC) has entered into exclusive talks to acquire the remaining 63% stake in local luxury caterer Potel et Chabot SA from French asset manager Andera Partners. Upon completion of the contemplated transaction, Accor will become the sole owner of Potel & Chabot with the targeted business to be consolidated within the group's Luxury & Lifestyle Division, a statement said July 21, 2023. “By acquiring this distinguished brand, Accor will benefit from an expertise that complements the Group's strategy to deliver augmented hospitality and organize upscale events,” according to the press release.お知らせ • Jul 13Accor SA to Report First Half, 2023 Results on Jul 27, 2023Accor SA announced that they will report first half, 2023 results on Jul 27, 2023お知らせ • Jun 27Mutris entered into an agreement to acquire a 33% stake in Risma (CBSE : RIS) from Accor SA (ENXTPA : AC) for approximately MAD 610 million.Mutris entered into an agreement to acquire a 33% stake in Risma (CBSE : RIS) from Accor SA (ENXTPA : AC) for approximately MAD 610 million on June 26, 2023. The offer price is MAD 130 cash per share. Completion of the transaction is subject to certain regulatory approvals, with the transaction expected to close in the third quarter of 2023.お知らせ • Jun 24The Valesco Group acquired Sequana Tower from Accor SA (ENXTPA:AC) for €460 million.The Valesco Group acquired Sequana Tower from Accor SA (ENXTPA:AC) for €460 million on June 22, 2023.Colliers acted as broker for the transaction. Gide Loyrette Nouel A.A.R.P.I. and Reed Smith Rambaud Charot LLP acted as legal advisors to Accor SA (ENXTPA:AC). Wargny-Katz acted as notary Accor SA (ENXTPA:AC). Clifford Chance acted as legal advisor and PwC acted as accountant to The Valesco Group in the transaction.The Valesco Group completed the acquisition of Sequana Tower from Accor SA (ENXTPA:AC) on June 22, 2023.Upcoming Dividend • May 16Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 23 May 2023. Payment date: 25 May 2023. The company last paid an ordinary dividend in April 2013. The average dividend yield among industry peers is 2.2%.Board Change • Apr 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Asma Al-Khulaifi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Asma Al-Khulaifi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Asma Al-Khulaifi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: €1.25 (vs €0.10 loss in FY 2021)Full year 2022 results: EPS: €1.25 (up from €0.10 loss in FY 2021). Revenue: €4.22b (up 92% from FY 2021). Net income: €359.0m (up €386.0m from FY 2021). Profit margin: 8.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jan 19Accor SA to Report Fiscal Year 2022 Results on Feb 23, 2023Accor SA announced that they will report fiscal year 2022 results at 7:00 AM, Central European Standard Time on Feb 23, 2023お知らせ • Nov 23Alboran acquired Pullman hotel and Adagio Toulouse Center Ramblas hotel residence from Accor SA (ENXTPA:AC) and Adagio SAS.Alboran acquired Pullman hotel and Adagio Toulouse Center Ramblas hotel residence from Accor SA (ENXTPA:AC) and Adagio SAS on November 21, 2022. Pullman hotel and the Adagio Toulouse Center Ramblas hotel residence is located in the same building and Alboran wants to renovate the building associated with the Cofinance investment fund. The transaction, was carried out by CBRE Hotels.Alboran completed the acquisition of Pullman hotel and Adagio Toulouse Center Ramblas hotel residence from Accor SA (ENXTPA:AC) and Adagio SAS on November 21, 2022.Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €46.0m from profit in 1H 2021). Profit margin: (down from 5.6% in 1H 2021). Over the next year, revenue is forecast to grow 15%, compared to a 38% growth forecast for the industry in Austria.お知らせ • Jun 23Accor in Talks to Sell Minority Stake in EnnismoreAccor SA (EPA:AC) has started exclusive talks to sell a 10.8% stake in Ennismore to a consortium of investors with financing from Qatar First Bank L.L.C (Public) in a deal valuing the UK hospitality company at over EUR 2 billion ($2.10 billion). Qatari consortium will pay EUR 185 million for the shareholding. The investment amount includes EUR 20 million of Shari’a compliant financing by Qatar First Bank LLC to the Qatari consortium’s investment vehicle, according to the press release.Reported Earnings • Apr 02Full year 2021 earnings released: €0.10 loss per share (vs €8.69 loss in FY 2020)Full year 2021 results: €0.10 loss per share (up from €8.69 loss in FY 2020). Revenue: €2.20b (up 36% from FY 2020). Net loss: €27.0m (loss narrowed 99% from FY 2020). Over the next year, revenue is forecast to grow 45%, compared to a 44% growth forecast for the restaurants industry in Austria. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Apr 01Accor SA, Annual General Meeting, May 20, 2022Accor SA, Annual General Meeting, May 20, 2022, at 09:00 Central European Standard Time. Location: 82 rue Henri Farman, 92130 Issy-les-Moulineaux Issy-les-Moulineaux FranceReported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: €0.10 loss per share (up from €8.69 loss in FY 2020). Revenue: €2.20b (up 36% from FY 2020). Net loss: €27.0m (loss narrowed 99% from FY 2020). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 45%, compared to a 48% growth forecast for the restaurants industry in Austria. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Feb 22Accor Names Maria Dragulin as Director of Hotel Development in Romania, Bulgaria, Moldova and Czech RepublicAccor appointed Maria Dragulin as director of hotel development in Romania, Bulgaria, Moldova and Czech Republic. Dragulin will reinforce the hotel pipeline in the area and will support Accor's partners in identifying and setting in place the right brands and concepts for their hotels, in line with the global hospitality trends and local characteristics of demand. Maria Dragulin has more than 22 years of experience in tourism, working for international hotels such as Novotel, InterContinental, Hilton or Vienna International. For more than 11 years, Maria held the general manager position in several international hotels in Bucharest.お知らせ • Feb 20Accor SA to Report Fiscal Year 2021 Results on Feb 24, 2022Accor SA announced that they will report fiscal year 2021 results at 7:30 AM, Central European Standard Time on Feb 24, 2022お知らせ • Jan 30Accor Appoints Sarah Derry as Chief Executive Officer Accor Pacific, Effective 1 February 2022Accor announced Sarah Derry is appointed to the role of Chief Executive Officer Accor Pacific, effective 1 February 2022. Sarah is currently Senior Vice President Talent and Culture and joined Accor in 2017 after having owned and operated her own successful business for over 10 years. With close to 30 years hospitality experience, working for international hotel companies and excelling in her early career in operations, Sarah brings with her formidable experience, not only in talent and culture but in business, strategy and development. As CEO Accor Pacific, Sarah will continue Accor's growth trajectory in the Pacific, build Accor's brands, its loyalty network and bring together talent in the region.お知らせ • Nov 24Accor Introduces Emblems Collection - a Captivating Portfolio of Unique Luxury HotelsAccor is delighted to introduce Emblems Collection, a unique global portfolio of boutique hotels and luxurious resorts. Emblems Collection is launching with a magnificent hotel – Guiyang Art Centre Hotel, Emblems Collection in China'sGuizhou province, slated to open in December 2022. With the creation of Emblems Collection, Accor is broadening its footprint in the collection brands space and will look to replicate the success it has achieved with another of the Group's brands - MGallery Hotel Collection, a storied portfolio that now counts more than 100 boutique hotels worldwide. With a similar free-spirited approach, yet focused on the luxury segment, Emblems Collection will feature unique hotels that are 'emblematic' of their designers, demographics or destinations. Appealing to the stylish and the smart set, signature elements of the brand's hotels will include luxurious surroundings, Instagram-worthy pools, and vibrant public spaces. Hotels and resorts joining the Emblems Collection will fall into three categories: Emblems Collection Heritage – hotels that are landmarks of a destination – the buildings that contribute to the character of a city, place or nation; properties that celebrate the hallmarks of history and classic cultural traditions. Emblems Collection Retreat - resort properties along blissful beaches, bucolic countrysides or nestled in the mountains, offering sumptuous spa and wellness experiences with holistic care and enrichment through rituals, serenity and wellbeing. Emblems Collection Signature – design-led hotels that embody an aesthetic universe, an ode to the style and signature of the designers or original residents who contributed to the hotel's unique legacy.Reported Earnings • Jul 31First half 2021 earnings released: EPS €0.17 (vs €6.77 loss in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €824.0m (down 10% from 1H 2020). Net income: €46.0m (up €1.82b from 1H 2020). Profit margin: 5.6% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • May 20Accor Reportedly Weigh SPAC Listing This YearAccor SA (EPA:AC) is weighing listing a special purpose acquisition company that could target a deal in sectors including lifestyle and leisure, according to people familiar with the matter. Accor is speaking with advisers about listing a SPAC in Europe as soon as this year, the people said, asking not to be identified as the details aren’t public. Accor is considering raising EUR 200 million ($244 million) to 300 million euros, one of the people said. Deliberations are ongoing and the size of the SPAC will be determined by investor appetite, according to the people. A representative for Accor declined to comment.Reported Earnings • Apr 04Full year 2020 earnings released: €8.69 loss per share (vs €1.49 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €1.62b (down 60% from FY 2019). Net loss: €2.28b (down €2.68b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.お知らせ • Mar 18Accor SA, Annual General Meeting, Apr 29, 2021Accor SA, Annual General Meeting, Apr 29, 2021, at 10:00 Central European Standard Time.Is New 90 Day High Low • Feb 23New 90-day high: €33.18The company is up 5.0% from its price of €31.68 on 24 November 2020. The Austrian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.50 per share.お知らせ • Feb 22+ 1 more updateTwenty14 Holdings Signs on Accor to Open the Pullman Downtown DubaiTwenty14 Holdings has partnered with Accor to open a new Pullman in one of the most sought-after locations in Dubai, Business Bay. Located in Business Bay, the hotel offers stunning views of the Dubai Canal, the Dubai Skyline and the iconic Burj Khalifa. Business Bay is near Dubai International Financial Center (DIFC), as well as the Dubai International Convention & Exhibition centre. The hotel features 353 rooms and suites, as well as a ballroom, two meeting rooms, a private boardroom, a club lounge, a spa, fitness facilities with sauna and steam rooms, a squash court, a lop pool, a children’s pool, and outdoor Jacuzzi. In addition, Accor and Twenty14 Holdings are working closely to develop the dining offering at the hotel with six “in-trend” and well-designed dining experiences.Is New 90 Day High Low • Feb 06New 90-day high: €31.77The company is up 38% from its price of €23.04 on 06 November 2020. The Austrian market is also up 38% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Hospitality industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.02 per share.お知らせ • Jan 28Faena Group and Accor SA Embark on Global Venture to Expand the Faena Brand WorldwideFaena Group announced the launch of a global strategic partnership focused on expanding the Faena brand around the globe. Alan Faena will work in partnership with Accor to break new ground, developing Faena Districts in select global destinations. This new venture will strengthen Faena's personal and distinctive approach and will become a catalyst for exponential growth. Dubai is slated to be the first international destination. The new venture will manage Faena Buenos Aires and Faena District Miami Beach, which was named as the #1 hotel in Miami, #2 hotel in the wider United States and twelfth highest ranked property in the entire world by readers of Condé Nast Traveler in their 2020 Readers' Choice Awards, as well as all future projects created in collaboration together. This ground-breaking endeavor will result in pioneering businesses which specialize in the development of one-of-a-kind, socially responsible, holistic environments, anchored in cultural experiences ranging from residences and hotels, art and cultural spaces.お知らせ • Nov 26Accor SA (ENXTPA:AC) signed a binding agreement to acquire remaining 50% stake in SBE Entertainment Group, LLC (SBE) from Sam Nazarian.Accor SA (ENXTPA:AC) signed a binding agreement to acquire remaining 50% stake in SBE Entertainment Group, LLC (SBE) from Sam Nazarian on November 24, 2020. This cash and asset swap transaction entails a $300 million cash investment from Accor almost entirely through the redemption of SBE’s debt. The cash and asset swap deal translates into an enterprise value of $650 million for the hotel and restaurant business of SBE that Accor is acquiring. Accor will take over hotel brands Delano, Mondrian, SLS and Hyde along with most of SBE's food and beverage brands including Cleo, Fili'a and Carna by Dario Cecchini. Accor will incorporate the assets it plans to acquire from SBE in a new entity to be established through an all-share merger with Ennismore. In related transactions, Sam Nazarian agreed to acquire Disruptive Restaurant Group and its national food & beverage business from SBE Entertainment Group, LLC on November 24, 2020. Sam Nazarian also agreed to increase a majority share in C3 from SBE Entertainment Group, LLC on November 24, 2020. Sam Nazarian's full ownership of DRG and increased majority stake in C3 account for a $200 million enterprise value. Eldridge Industries LLC acquired The Hudson Hotel and Delano South Beach from SBE Entertainment Group, LLC on November 24, 2020. Accor & Ennismore entered into exclusive negotiations to form the world’s leading lifestyle operator in the hospitality sector on November 24, 2020. Chief Executive Officer Sharan Pasricha retaining a minority interest. Sharan Pasricha and Accor Lifestyle division Chief Executive Officer Gaurav Bhushan will be joint Chief Executives of the combined company, which is to retain the name Ennismore and headquarters in London. Under the leadership of Sharan Pasricha and Gaurav Bhushan, each brand will retain their unique culture and purpose, supported by dedicated teams and with the full support of their founders, including the Trigano family, founders of Mama Shelter; Christoph Hoffman, founder of 25h; Sam Nazarian, founder of SBE; Laura Lee Brown and Steve Wilson for 21C, and Melissa and Mark Peters for TRIBE. The deconsolidation of the existing leases will have a €52 million positive effect on Accor’s consolidated net debt in 2020. Closing is subject to the employee consultation process and customary regulatory authorizations for projects of this type. Closing is expected to occur in the first semester of 2021.お知らせ • Nov 20Qantas and Accor Unveil Strategic Partnership to Give Customers Greater RewardsQantas and Accor have announced a close collaboration to launch a deeper partnership that will see mutual members of their loyalty programs be rewarded at every stage of their travel journey. Scheduled to launch mid-2021, it will be the first partnership of its kind between an airline and hospitality group in the Asia Pacific region. This new partnership will give eligible members of both programs the opportunity to boost their rewards by simultaneously earning both Qantas Points and ALL – Accor Live Limitless Reward Points on Accor hotel bookings and Qantas Points and ALL – Accor Live Limitless Reward Points on Qantas flight bookings. Members will also enjoy more opportunities to redeem points as well as a suite of exclusive benefits for top-tier members. The partnership will apply for hotel stays across the Asia Pacific region and across Qantas' domestic and international flights. Qantas Frequent Flyers can already convert their ALL – Accor Live Limitless Reward points to Qantas Points at the rate of one ALL – Accor Live Limitless Reward Point per one Qantas Point.Is New 90 Day High Low • Nov 11New 90-day high: €28.80The company is up 15% from its price of €25.02 on 12 August 2020. The Austrian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.43 per share.お知らせ • Oct 29Accor Sa & Sbe Hotel Group, Llc to Open Mondrian Shoreditch London in Spring 2021Accor SA and SBE Hotel Group, LLC announced an agreement to turn the five-star London hotel, The Curtain, into a Mondrian hotel in collaboration with current owner Reuben Brothers. Marking the brand's return to London, the opening will be Mondrian's sixth hotel in the global portfolio and a European flagship. The property will be converted to the Mondrian Shoreditch London after an update and restyling of the hotel, planned for completion next year. The Curtain Members' Club will continue to operate alongside the re-branded hotel, providing a world-class offering to members. The opening advances sbe and Accor's previously announced plan to open 10 new Mondrian properties by 2022 and follows the company's recent launch of Mondrian Seoul Itaewon, and announcement to open Mondrian Bordeaux and Mondrian Cannes in 2021. The return of the Mondrian brand to London reflects the continued strategic expansion of the brand's international footprint in partnership with Accor, which will include soon-to-be announced Mondrian properties in Australia, the Dominican Republic, Germany, the Maldives, New Zealand, Puerto Rico, Singapore, Thailand, and Vietnam. By 2022, sbe plans to open 50 new hotels internationally, of which 10 will fall under the iconic Mondrian brand. The 120-room property sits in the heart of Shoreditch, London's creative and cultural hub. sbe will establish several of its signature food and beverage brands at Mondrian Shoreditch London, including a culinary experience by world-famous chef Dani García. This will be the first time Chef García will open a culinary experience with sbe in London. sbe will also revive the taste-making rooftop lounge Rumpus Room, long-term fixture in London's glamorous nightlife scene, and will bring an award-winning mixology concept to the property. The Curtain Members Club, will also continue to operate under its current name.業績と収益の成長予測WBAG:AC - 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12/31/20286,6076838191,1461112/31/20276,2286087411,0581512/31/20265,8155286979741412/31/20255,639385613810N/A9/30/20255,657486610804N/A6/30/20255,674586606797N/A3/31/20255,640581523765N/A12/31/20245,606575440733N/A6/30/20245,331587378735N/A3/31/20245,194583397702N/A12/31/20235,056578415669N/A6/30/20234,901540365530N/A3/31/20234,563432383521N/A12/31/20224,224324400511N/A6/30/20223,105-764499N/A3/31/20222,655-51-121-70N/A12/31/20212,204-27-286-240N/A9/30/20211,866-244-234-241N/A6/30/20211,528-461-182-242N/A3/31/20211,575-1,370-322-352N/A12/31/20201,621-2,279-463-463N/A9/30/20202,331-1,885-362-255N/A6/30/20203,040-1,492-261-48N/A3/31/20203,545-54371297N/A12/31/20194,049405402641N/A9/30/20193,979302N/A576N/A6/30/20193,908199N/A511N/A3/31/20193,59561N/A501N/A12/31/20183,282-78N/A491N/A9/30/20182,997-13N/A628N/A6/30/20182,71151N/A764N/A3/31/20182,743197N/A872N/A12/31/20172,774342N/A979N/A9/30/20172,546307N/A905N/A6/30/20172,318271N/A831N/A3/31/20171,982198N/A670N/A12/31/20161,646124N/A508N/A9/30/201649079N/A550N/A6/30/2016-66734N/A592N/A3/31/201635166N/A689N/A12/31/20151,36897N/A785N/A9/30/20153,478162N/A803N/A6/30/20155,587226N/A821N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ACの予測収益成長率 (年間14.1% ) は 貯蓄率 ( 2.3% ) を上回っています。収益対市場: ACの収益 ( 14.1% ) はAustrian市場 ( 11.3% ) 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: ACの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ACの収益 ( 5.4% ) 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: ACの収益 ( 5.4% ) 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: AC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 ( 18.3 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance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2026/05/22 19:36終値2026/05/22 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Accor SA 15 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。34 アナリスト機関Ricardo Benevides FreitasBanco SantanderJaina MistryBarclaysJaina MistryBarclays31 その他のアナリストを表示
Declared Dividend • May 20Dividend increased to €1.35Dividend of €1.35 is 7.1% higher than last year. Ex-date: 1st June 2026 Payment date: 3rd June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 3.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 23Accor SA, Annual General Meeting, May 27, 2026Accor SA, Annual General Meeting, May 27, 2026. Location: 82 rue henri farman, issy les moulineaux France
お知らせ • Apr 03Blackstone Inc. (NYSE:BX) and Colony Investment Management signed memorandum of understanding to acquire 30.56% stake in Essendi S.A. from Accor SA (ENXTPA:AC) for approximately €980 million.Blackstone Inc. (NYSE:BX) and Colony Investment Management signed memorandum of understanding to acquire 30.56% stake in Essendi S.A. from Accor SA (ENXTPA:AC) for approximately €980 million on April 1, 2026. A cash consideration of €675 million will be paid by Blackstone Inc. and Colony Investment Management. Blackstone Inc. and Colony Investment Management will pay an earnout/contingent payment of €300 million cash. As part of consideration, €975 million is paid towards common equity of Essendi S.A. The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee and definitive agreement. The expected completion of the transaction is third quarter of 2026.
お知らせ • Mar 11Accor Announces Appointment of Laurent Choain as Global Chief People & Culture Officer, Member of Group Management Board, and Premium, Midscale & Economy Executive CommitteeAccor has appointed Laurent Choain as Global Chief People & Culture Officer and member of the Group Management Board, effective April 1, 2026. He will also serve on the Premium, Midscale & Economy Executive Committee. Choain brings more than 30 years of international human resources leadership experience, with previous senior roles at Forvis Mazars, Groupe Caisse d'Epargne (now BPCE), and Kempinski Hotels & Resorts. He has led corporate universities and management education initiatives with global industry organizations. He is active in governance and advisory roles in the management, human resources, and cultural sectors, holding board memberships at EFMD, Bologna Business School, the Peter Drucker Society of Europe, and the Festival de Ramatuelle. Choain holds a PhD in Management Sciences from Université Paris Panthéon Assas and a Master's degree from Paris Panthéon Sorbonne and Neoma Business School. In his new position, Choain will be responsible for shaping Accor’s talent agenda, focusing on the company’s culture, talent attraction, and development opportunities for employees worldwide.
お知らせ • Feb 07Accor SA Appoints Amitabh Rai As Chief Operating Officer - Luxury, Accor South AsiaAccor SA has announced the appointment of Amitabh Rai as Chief Operating Officer - Luxury, Accor South Asia. In this strategic leadership role, Amitabh will spearhead the operational and strategic direction of Accor's luxury and lifestyle portfolio across South Asia, with a clear focus on delivering distinctive luxury experiences, thoughtful brand curation, and sustained performance excellence for the Raffles, Fairmont, and Sofitel brands.
お知らせ • Dec 20Accor Announces Resignation of Nicolas Sarkozy as Director, Effective December 17, 2025Accor announced that the Board of Directors, meeting on December 17, 2025, acknowledged the resignation of Mr. Nicolas Sarkozy from his position as Director, effective December 17, 2025. Nicolas Sarkozy played a significant role in the transformation and growth of Accor, contributing to the company's influence both in France and internationally.
お知らせ • Apr 17Accor SA, Annual General Meeting, May 28, 2025Accor SA, Annual General Meeting, May 28, 2025. Location: 82 rue henri farman, issy les moulineaux France
Reported Earnings • Feb 22Full year 2024 earnings released: EPS: €2.34 (vs €2.19 in FY 2023)Full year 2024 results: EPS: €2.34 (up from €2.19 in FY 2023). Revenue: €5.61b (up 11% from FY 2023). Net income: €610.0m (up 5.5% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 18Accor SA to Report Fiscal Year 2024 Results on Feb 20, 2025Accor SA announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Feb 20, 2025
Reported Earnings • Jul 28First half 2024 earnings released: EPS: €0.90 (vs €0.81 in 1H 2023)First half 2024 results: EPS: €0.90 (up from €0.81 in 1H 2023). Revenue: €2.68b (up 11% from 1H 2023). Net income: €222.0m (up 4.2% from 1H 2023). Profit margin: 8.3% (down from 8.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €35.98. The fair value is estimated to be €45.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
Buy Or Sell Opportunity • Jul 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.9% to €39.23. The fair value is estimated to be €49.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
お知らせ • Jun 22Accor SA to Report First Half, 2024 Results on Jul 25, 2024Accor SA announced that they will report first half, 2024 results on Jul 25, 2024
Declared Dividend • May 23Dividend of €1.18 announcedShareholders will receive a dividend of €1.18. Ex-date: 5th June 2024 Payment date: 7th June 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 09Accor SA, Annual General Meeting, May 31, 2024Accor SA, Annual General Meeting, May 31, 2024, at 09:00 Central European Standard Time. Location: 82 rue Henri Farman Issy les Moulineaux France
お知らせ • Mar 04Travel + Leisure Co. (NYSE:TNL) completed the acquisition of Accor Vacation Club from Accor SA (ENXTPA : AC).Travel + Leisure Co. (NYSE:TNL) agreed an agreement to acquire Accor Vacation Club from Accor SA (ENXTPA : AC) for $48.4 million on January 30, 2024. Upon deal closing, the Accor Vacation Club business line will report into Barry Robinson, president and managing director of international operations for Travel + Leisure Co. Travel + Leisure Co. also receives the exclusive rights to develop new vacation ownership clubs and products utilizing the Accor Vacation Club brand across a region including Asia Pacific, Middle East, Africa and Turkey. The acquisition is expected to close in the first quarter of 2024 and to be immediately accretive to Travel + Leisure Co. earnings upon completion. Travel + Leisure Co. (NYSE:TNL) completed the acquisition of Accor Vacation Club from Accor SA (ENXTPA : AC) on March 3, 2024. The acquisition is expected to be immediately accretive to Travel + Leisure Co. earnings.
お知らせ • Jan 31Travel + Leisure Co. (NYSE:TNL) agreed an agreement to acquire Accor Vacation Club from AAPC Limited for $48.4 million.Travel + Leisure Co. (NYSE:TNL) agreed an agreement to acquire Accor Vacation Club from AAPC Limited for $48.4 million on January 30, 2024. Upon deal closing, the Accor Vacation Club business line will report into Barry Robinson, president and managing director of international operations for Travel + Leisure Co. Travel + Leisure Co. also receives the exclusive rights to develop new vacation ownership clubs and products utilizing the Accor Vacation Club brand across a region including Asia Pacific, Middle East, Africa and Turkey. The acquisition is expected to close in the first quarter of 2024 and to be immediately accretive to Travel + Leisure Co. earnings upon completion.
お知らせ • Jan 23Accor SA to Report Fiscal Year 2023 Results on Feb 22, 2024Accor SA announced that they will report fiscal year 2023 results at 7:30 AM, Central European Standard Time on Feb 22, 2024
お知らせ • Nov 29Accor SA Collaborates with Aws to Deliver Exceptional Guest ExperiencesAt AWS re:Invent,Amazon Web Services Inc. (AWS) announced that Accor S.A. has launched a first-of-its-kind generative artificial intelligence (generative AI) solution using AWS. Incorporating an intuitive conversational interface, Accor's new Travel Assistant will empower guests to find the best experiences according to the style of travel they prefer, transforming the entire booking journey from inspiration to after their stay. Expanding its relationship with AWS, Accor worked closely with experts from AWS Innovation Program, AWS Prototyping, and AWS Professional Services on a customer innovation program to reinvent the guest travel experience, beginning with the Travel Assistant product, which will be incorporated into Accor's booking platform ALL.com. Using Amazon Bedrock, a service that makes multiple foundation models available via an API, and Amazon SageMaker, a fully managed service to build, train, and deploy machine learning (ML) models, this powerful AI platform will replicate an expert travel agent service from initial inspiration through ongoing service following a guest's stay. The Travel Assistant engages guests in a tailored discussion, meticulously crafting and refining a proposal of experiences designed to enhance their journey. Beyond rooms, it unveils activities, special offers, and experiences, such as wellness, food, and beverage choices, that guests might overlook in a traditional search. The Travel Assistant uses the ML and generative AI capabilities of AWS to learn from and pick up on guest preferences, allowing Accor to cater to the needs of multimodal guests, who combine business and leisure experiences into the same trip. Travel Assistant's generative AI can recommend much more than just hotel locations and facilities, by using millions of online sources with information and trusted reviews to compile the most relevant local attractions across shopping, food, and entertainment. This enables Accor to offer guidance and inspiration to guests in the early stages of booking and guide them to its direct booking channels. The technology will streamline the booking process down to a matter of minutes, while increasing conversion rate and revenues and reducing call volumes at Accor's contact center. At the same time, it will further Accor's commitment to enriching its ALL member experience and maintaining top-tier guest satisfaction scores. The Travel Assistant also reflects the commitment of Accor and AWS to the highest data privacy standards. Fully GDPR-compliant, it enables guests to enjoy personalized travel experiences from the start of their booking journeys, trusting that their personal data remains secure.
Buying Opportunity • Oct 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be €39.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 6.4% per annum over the same time period.
お知らせ • Sep 26Accor SA Appoints Herle-Xavier Carn as Senior Vice President Group Safety and SecurityAccor SA announced that Herle-Xavier Carn has been appointed as Senior Vice President Safety and Security, following the departure of Christian Flaesch, who is leaving the Group after nearly 10 years leading the Safety and Security Department. Assuming the role on 01 October 2023, Herle-Xavier will be responsible for crisis management and prevention initiatives across the Group, developing protective measures to ensure the ongoing safety of Accor employees and properties. In this capacity Herle-Xavier will report directly to Steven Daines, Group Chief Talent Culture Officer. Bringing more than 30 years of experience acquired at public and private institutions in France and abroad, Herle-Xavier started his career working at the French Ministry of Defence and then started at the French embassies in Singapore and Thailand. Moving to the private sector Herle-Xavier then spent 17 years with International SOS security group, a leading multinational company specializing in international health and safety risk management, where he held the roles of Vice President and EMEA Regional Security Director. This appointment demonstrates and reinforces Accor's ongoing commitment to the safety of employees, guests and assets across the company's wide reaching and international operations. Herle-Xavier's background providing business resilience solutions to large global corporations positions the group well to respond to evolving threats and vulnerabilities, creating a secure environment for employees and management to deliver industry leading hospitality services and experiences.
Reported Earnings • Jul 29First half 2023 earnings released: EPS: €0.81 (vs €0.01 loss in 1H 2022)First half 2023 results: EPS: €0.81 (up from €0.01 loss in 1H 2022). Revenue: €2.40b (up 39% from 1H 2022). Net income: €248.0m (up €251.0m from 1H 2022). Profit margin: 10% (up from net loss in 1H 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 25Accor in Talks to Buy Out Potel & ChabotAccor SA (ENXTPA:AC) has entered into exclusive talks to acquire the remaining 63% stake in local luxury caterer Potel et Chabot SA from French asset manager Andera Partners. Upon completion of the contemplated transaction, Accor will become the sole owner of Potel & Chabot with the targeted business to be consolidated within the group's Luxury & Lifestyle Division, a statement said July 21, 2023. “By acquiring this distinguished brand, Accor will benefit from an expertise that complements the Group's strategy to deliver augmented hospitality and organize upscale events,” according to the press release.
お知らせ • Jul 13Accor SA to Report First Half, 2023 Results on Jul 27, 2023Accor SA announced that they will report first half, 2023 results on Jul 27, 2023
お知らせ • Jun 27Mutris entered into an agreement to acquire a 33% stake in Risma (CBSE : RIS) from Accor SA (ENXTPA : AC) for approximately MAD 610 million.Mutris entered into an agreement to acquire a 33% stake in Risma (CBSE : RIS) from Accor SA (ENXTPA : AC) for approximately MAD 610 million on June 26, 2023. The offer price is MAD 130 cash per share. Completion of the transaction is subject to certain regulatory approvals, with the transaction expected to close in the third quarter of 2023.
お知らせ • Jun 24The Valesco Group acquired Sequana Tower from Accor SA (ENXTPA:AC) for €460 million.The Valesco Group acquired Sequana Tower from Accor SA (ENXTPA:AC) for €460 million on June 22, 2023.Colliers acted as broker for the transaction. Gide Loyrette Nouel A.A.R.P.I. and Reed Smith Rambaud Charot LLP acted as legal advisors to Accor SA (ENXTPA:AC). Wargny-Katz acted as notary Accor SA (ENXTPA:AC). Clifford Chance acted as legal advisor and PwC acted as accountant to The Valesco Group in the transaction.The Valesco Group completed the acquisition of Sequana Tower from Accor SA (ENXTPA:AC) on June 22, 2023.
Upcoming Dividend • May 16Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 23 May 2023. Payment date: 25 May 2023. The company last paid an ordinary dividend in April 2013. The average dividend yield among industry peers is 2.2%.
Board Change • Apr 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Asma Al-Khulaifi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Asma Al-Khulaifi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Asma Al-Khulaifi was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: €1.25 (vs €0.10 loss in FY 2021)Full year 2022 results: EPS: €1.25 (up from €0.10 loss in FY 2021). Revenue: €4.22b (up 92% from FY 2021). Net income: €359.0m (up €386.0m from FY 2021). Profit margin: 8.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jan 19Accor SA to Report Fiscal Year 2022 Results on Feb 23, 2023Accor SA announced that they will report fiscal year 2022 results at 7:00 AM, Central European Standard Time on Feb 23, 2023
お知らせ • Nov 23Alboran acquired Pullman hotel and Adagio Toulouse Center Ramblas hotel residence from Accor SA (ENXTPA:AC) and Adagio SAS.Alboran acquired Pullman hotel and Adagio Toulouse Center Ramblas hotel residence from Accor SA (ENXTPA:AC) and Adagio SAS on November 21, 2022. Pullman hotel and the Adagio Toulouse Center Ramblas hotel residence is located in the same building and Alboran wants to renovate the building associated with the Cofinance investment fund. The transaction, was carried out by CBRE Hotels.Alboran completed the acquisition of Pullman hotel and Adagio Toulouse Center Ramblas hotel residence from Accor SA (ENXTPA:AC) and Adagio SAS on November 21, 2022.
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €46.0m from profit in 1H 2021). Profit margin: (down from 5.6% in 1H 2021). Over the next year, revenue is forecast to grow 15%, compared to a 38% growth forecast for the industry in Austria.
お知らせ • Jun 23Accor in Talks to Sell Minority Stake in EnnismoreAccor SA (EPA:AC) has started exclusive talks to sell a 10.8% stake in Ennismore to a consortium of investors with financing from Qatar First Bank L.L.C (Public) in a deal valuing the UK hospitality company at over EUR 2 billion ($2.10 billion). Qatari consortium will pay EUR 185 million for the shareholding. The investment amount includes EUR 20 million of Shari’a compliant financing by Qatar First Bank LLC to the Qatari consortium’s investment vehicle, according to the press release.
Reported Earnings • Apr 02Full year 2021 earnings released: €0.10 loss per share (vs €8.69 loss in FY 2020)Full year 2021 results: €0.10 loss per share (up from €8.69 loss in FY 2020). Revenue: €2.20b (up 36% from FY 2020). Net loss: €27.0m (loss narrowed 99% from FY 2020). Over the next year, revenue is forecast to grow 45%, compared to a 44% growth forecast for the restaurants industry in Austria. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 01Accor SA, Annual General Meeting, May 20, 2022Accor SA, Annual General Meeting, May 20, 2022, at 09:00 Central European Standard Time. Location: 82 rue Henri Farman, 92130 Issy-les-Moulineaux Issy-les-Moulineaux France
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: €0.10 loss per share (up from €8.69 loss in FY 2020). Revenue: €2.20b (up 36% from FY 2020). Net loss: €27.0m (loss narrowed 99% from FY 2020). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 45%, compared to a 48% growth forecast for the restaurants industry in Austria. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 22Accor Names Maria Dragulin as Director of Hotel Development in Romania, Bulgaria, Moldova and Czech RepublicAccor appointed Maria Dragulin as director of hotel development in Romania, Bulgaria, Moldova and Czech Republic. Dragulin will reinforce the hotel pipeline in the area and will support Accor's partners in identifying and setting in place the right brands and concepts for their hotels, in line with the global hospitality trends and local characteristics of demand. Maria Dragulin has more than 22 years of experience in tourism, working for international hotels such as Novotel, InterContinental, Hilton or Vienna International. For more than 11 years, Maria held the general manager position in several international hotels in Bucharest.
お知らせ • Feb 20Accor SA to Report Fiscal Year 2021 Results on Feb 24, 2022Accor SA announced that they will report fiscal year 2021 results at 7:30 AM, Central European Standard Time on Feb 24, 2022
お知らせ • Jan 30Accor Appoints Sarah Derry as Chief Executive Officer Accor Pacific, Effective 1 February 2022Accor announced Sarah Derry is appointed to the role of Chief Executive Officer Accor Pacific, effective 1 February 2022. Sarah is currently Senior Vice President Talent and Culture and joined Accor in 2017 after having owned and operated her own successful business for over 10 years. With close to 30 years hospitality experience, working for international hotel companies and excelling in her early career in operations, Sarah brings with her formidable experience, not only in talent and culture but in business, strategy and development. As CEO Accor Pacific, Sarah will continue Accor's growth trajectory in the Pacific, build Accor's brands, its loyalty network and bring together talent in the region.
お知らせ • Nov 24Accor Introduces Emblems Collection - a Captivating Portfolio of Unique Luxury HotelsAccor is delighted to introduce Emblems Collection, a unique global portfolio of boutique hotels and luxurious resorts. Emblems Collection is launching with a magnificent hotel – Guiyang Art Centre Hotel, Emblems Collection in China'sGuizhou province, slated to open in December 2022. With the creation of Emblems Collection, Accor is broadening its footprint in the collection brands space and will look to replicate the success it has achieved with another of the Group's brands - MGallery Hotel Collection, a storied portfolio that now counts more than 100 boutique hotels worldwide. With a similar free-spirited approach, yet focused on the luxury segment, Emblems Collection will feature unique hotels that are 'emblematic' of their designers, demographics or destinations. Appealing to the stylish and the smart set, signature elements of the brand's hotels will include luxurious surroundings, Instagram-worthy pools, and vibrant public spaces. Hotels and resorts joining the Emblems Collection will fall into three categories: Emblems Collection Heritage – hotels that are landmarks of a destination – the buildings that contribute to the character of a city, place or nation; properties that celebrate the hallmarks of history and classic cultural traditions. Emblems Collection Retreat - resort properties along blissful beaches, bucolic countrysides or nestled in the mountains, offering sumptuous spa and wellness experiences with holistic care and enrichment through rituals, serenity and wellbeing. Emblems Collection Signature – design-led hotels that embody an aesthetic universe, an ode to the style and signature of the designers or original residents who contributed to the hotel's unique legacy.
Reported Earnings • Jul 31First half 2021 earnings released: EPS €0.17 (vs €6.77 loss in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €824.0m (down 10% from 1H 2020). Net income: €46.0m (up €1.82b from 1H 2020). Profit margin: 5.6% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • May 20Accor Reportedly Weigh SPAC Listing This YearAccor SA (EPA:AC) is weighing listing a special purpose acquisition company that could target a deal in sectors including lifestyle and leisure, according to people familiar with the matter. Accor is speaking with advisers about listing a SPAC in Europe as soon as this year, the people said, asking not to be identified as the details aren’t public. Accor is considering raising EUR 200 million ($244 million) to 300 million euros, one of the people said. Deliberations are ongoing and the size of the SPAC will be determined by investor appetite, according to the people. A representative for Accor declined to comment.
Reported Earnings • Apr 04Full year 2020 earnings released: €8.69 loss per share (vs €1.49 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €1.62b (down 60% from FY 2019). Net loss: €2.28b (down €2.68b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 121 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 18Accor SA, Annual General Meeting, Apr 29, 2021Accor SA, Annual General Meeting, Apr 29, 2021, at 10:00 Central European Standard Time.
Is New 90 Day High Low • Feb 23New 90-day high: €33.18The company is up 5.0% from its price of €31.68 on 24 November 2020. The Austrian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €46.50 per share.
お知らせ • Feb 22+ 1 more updateTwenty14 Holdings Signs on Accor to Open the Pullman Downtown DubaiTwenty14 Holdings has partnered with Accor to open a new Pullman in one of the most sought-after locations in Dubai, Business Bay. Located in Business Bay, the hotel offers stunning views of the Dubai Canal, the Dubai Skyline and the iconic Burj Khalifa. Business Bay is near Dubai International Financial Center (DIFC), as well as the Dubai International Convention & Exhibition centre. The hotel features 353 rooms and suites, as well as a ballroom, two meeting rooms, a private boardroom, a club lounge, a spa, fitness facilities with sauna and steam rooms, a squash court, a lop pool, a children’s pool, and outdoor Jacuzzi. In addition, Accor and Twenty14 Holdings are working closely to develop the dining offering at the hotel with six “in-trend” and well-designed dining experiences.
Is New 90 Day High Low • Feb 06New 90-day high: €31.77The company is up 38% from its price of €23.04 on 06 November 2020. The Austrian market is also up 38% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Hospitality industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.02 per share.
お知らせ • Jan 28Faena Group and Accor SA Embark on Global Venture to Expand the Faena Brand WorldwideFaena Group announced the launch of a global strategic partnership focused on expanding the Faena brand around the globe. Alan Faena will work in partnership with Accor to break new ground, developing Faena Districts in select global destinations. This new venture will strengthen Faena's personal and distinctive approach and will become a catalyst for exponential growth. Dubai is slated to be the first international destination. The new venture will manage Faena Buenos Aires and Faena District Miami Beach, which was named as the #1 hotel in Miami, #2 hotel in the wider United States and twelfth highest ranked property in the entire world by readers of Condé Nast Traveler in their 2020 Readers' Choice Awards, as well as all future projects created in collaboration together. This ground-breaking endeavor will result in pioneering businesses which specialize in the development of one-of-a-kind, socially responsible, holistic environments, anchored in cultural experiences ranging from residences and hotels, art and cultural spaces.
お知らせ • Nov 26Accor SA (ENXTPA:AC) signed a binding agreement to acquire remaining 50% stake in SBE Entertainment Group, LLC (SBE) from Sam Nazarian.Accor SA (ENXTPA:AC) signed a binding agreement to acquire remaining 50% stake in SBE Entertainment Group, LLC (SBE) from Sam Nazarian on November 24, 2020. This cash and asset swap transaction entails a $300 million cash investment from Accor almost entirely through the redemption of SBE’s debt. The cash and asset swap deal translates into an enterprise value of $650 million for the hotel and restaurant business of SBE that Accor is acquiring. Accor will take over hotel brands Delano, Mondrian, SLS and Hyde along with most of SBE's food and beverage brands including Cleo, Fili'a and Carna by Dario Cecchini. Accor will incorporate the assets it plans to acquire from SBE in a new entity to be established through an all-share merger with Ennismore. In related transactions, Sam Nazarian agreed to acquire Disruptive Restaurant Group and its national food & beverage business from SBE Entertainment Group, LLC on November 24, 2020. Sam Nazarian also agreed to increase a majority share in C3 from SBE Entertainment Group, LLC on November 24, 2020. Sam Nazarian's full ownership of DRG and increased majority stake in C3 account for a $200 million enterprise value. Eldridge Industries LLC acquired The Hudson Hotel and Delano South Beach from SBE Entertainment Group, LLC on November 24, 2020. Accor & Ennismore entered into exclusive negotiations to form the world’s leading lifestyle operator in the hospitality sector on November 24, 2020. Chief Executive Officer Sharan Pasricha retaining a minority interest. Sharan Pasricha and Accor Lifestyle division Chief Executive Officer Gaurav Bhushan will be joint Chief Executives of the combined company, which is to retain the name Ennismore and headquarters in London. Under the leadership of Sharan Pasricha and Gaurav Bhushan, each brand will retain their unique culture and purpose, supported by dedicated teams and with the full support of their founders, including the Trigano family, founders of Mama Shelter; Christoph Hoffman, founder of 25h; Sam Nazarian, founder of SBE; Laura Lee Brown and Steve Wilson for 21C, and Melissa and Mark Peters for TRIBE. The deconsolidation of the existing leases will have a €52 million positive effect on Accor’s consolidated net debt in 2020. Closing is subject to the employee consultation process and customary regulatory authorizations for projects of this type. Closing is expected to occur in the first semester of 2021.
お知らせ • Nov 20Qantas and Accor Unveil Strategic Partnership to Give Customers Greater RewardsQantas and Accor have announced a close collaboration to launch a deeper partnership that will see mutual members of their loyalty programs be rewarded at every stage of their travel journey. Scheduled to launch mid-2021, it will be the first partnership of its kind between an airline and hospitality group in the Asia Pacific region. This new partnership will give eligible members of both programs the opportunity to boost their rewards by simultaneously earning both Qantas Points and ALL – Accor Live Limitless Reward Points on Accor hotel bookings and Qantas Points and ALL – Accor Live Limitless Reward Points on Qantas flight bookings. Members will also enjoy more opportunities to redeem points as well as a suite of exclusive benefits for top-tier members. The partnership will apply for hotel stays across the Asia Pacific region and across Qantas' domestic and international flights. Qantas Frequent Flyers can already convert their ALL – Accor Live Limitless Reward points to Qantas Points at the rate of one ALL – Accor Live Limitless Reward Point per one Qantas Point.
Is New 90 Day High Low • Nov 11New 90-day high: €28.80The company is up 15% from its price of €25.02 on 12 August 2020. The Austrian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.43 per share.
お知らせ • Oct 29Accor Sa & Sbe Hotel Group, Llc to Open Mondrian Shoreditch London in Spring 2021Accor SA and SBE Hotel Group, LLC announced an agreement to turn the five-star London hotel, The Curtain, into a Mondrian hotel in collaboration with current owner Reuben Brothers. Marking the brand's return to London, the opening will be Mondrian's sixth hotel in the global portfolio and a European flagship. The property will be converted to the Mondrian Shoreditch London after an update and restyling of the hotel, planned for completion next year. The Curtain Members' Club will continue to operate alongside the re-branded hotel, providing a world-class offering to members. The opening advances sbe and Accor's previously announced plan to open 10 new Mondrian properties by 2022 and follows the company's recent launch of Mondrian Seoul Itaewon, and announcement to open Mondrian Bordeaux and Mondrian Cannes in 2021. The return of the Mondrian brand to London reflects the continued strategic expansion of the brand's international footprint in partnership with Accor, which will include soon-to-be announced Mondrian properties in Australia, the Dominican Republic, Germany, the Maldives, New Zealand, Puerto Rico, Singapore, Thailand, and Vietnam. By 2022, sbe plans to open 50 new hotels internationally, of which 10 will fall under the iconic Mondrian brand. The 120-room property sits in the heart of Shoreditch, London's creative and cultural hub. sbe will establish several of its signature food and beverage brands at Mondrian Shoreditch London, including a culinary experience by world-famous chef Dani García. This will be the first time Chef García will open a culinary experience with sbe in London. sbe will also revive the taste-making rooftop lounge Rumpus Room, long-term fixture in London's glamorous nightlife scene, and will bring an award-winning mixology concept to the property. The Curtain Members Club, will also continue to operate under its current name.