Voestalpine AG

WBAG:VOE 株式レポート

時価総額:€7.7b

Voestalpine 将来の成長

Future 基準チェック /36

Voestalpine利益と収益がそれぞれ年間39.1%と2.9%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8.8% 39%なると予測されています。

主要情報

39.1%

収益成長率

39.03%

EPS成長率

Metals and Mining 収益成長18.2%
収益成長率2.9%
将来の株主資本利益率8.76%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

分析記事 Nov 14

Voestalpine AG Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders of Voestalpine AG ( VIE:VOE ) will be pleased this week, given that the stock price is up 12% to €34.80...

Recent updates

ナラティブの更新 Apr 29

VOE: Commodity Downside Scenario Will Pressure Margins Despite Higher Street Optimism

Analysts have lifted the average price target for Voestalpine by €3, reflecting updated views that incorporate recent increases and reductions in individual targets across the Street research set. Analyst Commentary Recent research on Voestalpine shows a mix of optimism on long term prospects and growing caution around nearer term risks, which is reflected in both upward and downward moves in price targets and ratings.
ナラティブの更新 Apr 15

VOE: Commodity Downside Scenario And Geopolitical Risk Will Pressure Future Returns

The analyst fair value estimate for Voestalpine has been raised from €21.50 to €34.00. This reflects updated assumptions on growth, margins, and future P/E, in the context of mixed but generally higher Street price targets ranging from about €36 to €50 and contrasting ratings across firms.
ナラティブの更新 Apr 01

VOE: Higher P/E Expectations Will Test Resilience To Metals And Mining Risks

The updated analyst fair value estimate for Voestalpine has moved from €38.66 to €57.00. This reflects a higher assumed future P/E of 19.70, even as analysts factor in lower revenue growth and profit margin expectations, along with recent mixed rating and price target changes across the Street.
ナラティブの更新 Mar 17

VOE: Discounted Macro Risk Will Shape Future Earnings Power

The updated analyst price target for Voestalpine edges lower from €45.45 to €44.20, as analysts factor in slightly higher discount rates, marginally softer revenue growth and profit margin assumptions, and a modestly reduced future P/E, along with a recent shift in sentiment that includes downgrades tied to broader risk concerns for European metals and mining stocks. Analyst Commentary Recent research on Voestalpine shows a split picture, with several bullish analysts lifting price targets over the past few months while more recent updates introduce a cautious tone and lower targets.
ナラティブの更新 Mar 03

VOE: Higher Street Optimism And Margin Uncertainty Will Shape Future Prospects

Our updated narrative price target for Voestalpine rises from about €42.83 to roughly €45.45, reflecting analysts' higher Street targets in the €49 to €50 range alongside slightly stronger assumptions on revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Voestalpine has been active, with several firms revising their price targets and mostly maintaining positive stances.
ナラティブの更新 Feb 17

VOE: Mixed Price Views And Margin Pressures Will Shape Future Prospects

The updated analyst price target for Voestalpine rises by about €1.27, with analysts citing recent target adjustments across banks and a slightly higher assumed future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research on Voestalpine shows several target price adjustments, with most updates clustered over a relatively short period.
分析記事 Feb 06

Voestalpine (VIE:VOE) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Feb 03

VOE: EU Import Cuts And Mixed Margin Outlook Will Shape Prospects

Analysts have nudged their fair value estimate for Voestalpine higher to about €41.55 from roughly €40.68. This reflects updated price targets across the Street that balance slightly lower modeled revenue growth with firmer profit margins and a modestly higher future P/E.
ナラティブの更新 Jan 20

VOE: EU Steel Import Cuts And Supportive Sector Outlook Will Shape Prospects

Analysts have lifted their fair value estimate for Voestalpine to €40.68 from €39.08, reflecting higher published price targets in recent research, including new Overweight and Buy views and updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. Analyst Commentary Recent research on Voestalpine has been consistently supportive, with several price target revisions and rating changes feeding into the updated fair value estimate.
分析記事 Jan 07

Voestalpine AG's (VIE:VOE) Share Price Is Matching Sentiment Around Its Revenues

With a price-to-sales (or "P/S") ratio of 0.4x Voestalpine AG ( VIE:VOE ) may be sending bullish signals at the moment...
ナラティブの更新 Jan 05

VOE: EU Steel Import Cuts And Upgraded Outlook Will Shape Future Performance

Analysts have nudged their fair value estimate for Voestalpine higher to €39.08 from €37.58, reflecting slightly stronger assumptions on revenue growth, profit margins, and future P/E multiples after recent price target increases from several banks. Analyst Commentary Recent research updates point to a more constructive stance on Voestalpine, with several firms lifting their price targets and one high profile upgrade from JPMorgan.
ナラティブの更新 Dec 16

VOE: EU Steel Import Cuts And Policy Support Will Shape Future Performance

Analysts have modestly lifted their price target on Voestalpine to approximately EUR 37.60 from about EUR 36.50, citing a lower perceived discount rate, slightly stronger long term revenue growth expectations, and recent Street research that highlights supportive European steel policy along with incremental target increases from major banks. Analyst Commentary Bullish analysts emphasize that the recent series of target hikes reinforces a constructive view on Voestalpine's medium term earnings power, especially as supportive European steel policy underpins pricing assumptions and narrows perceived downside risk in cyclical scenarios.
分析記事 Dec 05

Estimating The Fair Value Of Voestalpine AG (VIE:VOE)

Key Insights The projected fair value for Voestalpine is €43.06 based on 2 Stage Free Cash Flow to Equity Voestalpine's...
ナラティブの更新 Dec 02

VOE: EU Steel Import Cuts Will Shape Performance Amid Market Uncertainty

Analysts have raised their price targets for Voestalpine, with recent updates reflecting an increase from approximately €40.60 to as high as €43.70. This adjustment is attributed to an improved sector outlook and supportive policy developments.
ナラティブの更新 Nov 18

VOE: Sector Policy Changes Will Drive Opportunities Amid Steel Price Uncertainty

Voestalpine's analyst price target has been raised from €31.44 to €35.27. This reflects a positive outlook as analysts cite improved sector conditions and revised company fundamentals.
分析記事 Nov 14

Voestalpine AG Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders of Voestalpine AG ( VIE:VOE ) will be pleased this week, given that the stock price is up 12% to €34.80...
ナラティブの更新 Nov 03

VOE: Confidence In Execution And Decarbonization Will Shape Future Performance

Narrative Update: Analyst Price Target Revision for Voestalpine Analysts have recently increased their price targets for Voestalpine, with notable upgrades such as a rise from EUR 35 to EUR 40 and from EUR 24.30 to EUR 30.10. They cited enhanced confidence in the company's future prospects and earnings potential.
分析記事 Oct 24

Returns At Voestalpine (VIE:VOE) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
ナラティブの更新 Oct 20

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

The analyst price target for Voestalpine has increased significantly, rising from approximately €30.32 to €31.44. Analysts cite improved revenue growth and strengthening profit margins as key drivers behind the revision.
ナラティブの更新 Oct 05

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

The average analyst price target for Voestalpine has increased from EUR 29.57 to EUR 30.32. This reflects improved sentiment as analysts cite recent upward revisions from multiple institutions along with continued buy or neutral ratings.
ナラティブの更新 Sep 20

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

Analysts have modestly raised their price target for Voestalpine to €29.57, citing improving steel demand, solid quarterly results, and efficiency gains, though some caution persists on pricing power and margins. Analyst Commentary Bullish analysts cited improved outlook for steel demand in Europe and favorable macroeconomic trends.
分析記事 Sep 16

Voestalpine (VIE:VOE) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Sep 05

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

Analysts cite improved earnings visibility, strong demand in key end markets, and ongoing cost and efficiency measures as supporting factors for Voestalpine, though macroeconomic caution remains, resulting in the consensus price target remaining unchanged at €28.98. Analyst Commentary Bullish analysts cite improved earnings visibility and strong order intake across core segments.
分析記事 Aug 29

Are Investors Undervaluing Voestalpine AG (VIE:VOE) By 42%?

Key Insights The projected fair value for Voestalpine is €49.45 based on 2 Stage Free Cash Flow to Equity Voestalpine's...
分析記事 Jul 02

Voestalpine (VIE:VOE) Is Paying Out Less In Dividends Than Last Year

Voestalpine AG ( VIE:VOE ) has announced that on 15th of July, it will be paying a dividend of€0.60, which a reduction...
分析記事 Jun 26

Voestalpine (VIE:VOE) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 May 24

Risks To Shareholder Returns Are Elevated At These Prices For Voestalpine AG (VIE:VOE)

There wouldn't be many who think Voestalpine AG's ( VIE:VOE ) price-to-sales (or "P/S") ratio of 0.2x is worth a...
User avatar
新しいナラティブ Dec 27

Greentec Steel And Global Railway Expansion Will Drive Growth And Boost Net Margins

Restructuring efforts and overhauls in underperforming sectors are expected to enhance operational efficiency and improve margins.

業績と収益の成長予測

WBAG:VOE - 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
3/31/202915,8028766701,7221
3/31/202816,1997764151,4379
3/31/202715,6816123371,29010
3/31/202615,0543713821,45910
12/31/202515,1412257541,803N/A
9/30/202515,2931887851,858N/A
6/30/202515,5001195141,650N/A
3/31/202515,7441543121,421N/A
12/31/202416,038-443501,493N/A
9/30/202416,21482881,403N/A
6/30/202416,384716021,653N/A
3/31/202416,6841093661,448N/A
12/31/202317,0286131,0021,985N/A
9/30/202317,4436447681,666N/A
6/30/202318,0256396771,517N/A
3/31/202318,225971204956N/A
12/31/202218,0051,048-215493N/A
9/30/202217,4121,169-171552N/A
6/30/202216,1951,302-261420N/A
3/31/202214,9231,0425891,243N/A
12/31/202113,4341,1084131,019N/A
9/30/202112,5981,0018731,443N/A
6/30/202111,8795811,3581,939N/A
3/31/202110,9022661,0341,634N/A
12/31/202011,113-2031,3661,968N/A
9/30/202011,286-5921,0141,665N/A
6/30/202011,778-3706931,357N/A
3/31/202012,717-2225561,304N/A
12/31/201913,187-113671,199N/A
9/30/201913,428208N/A1,204N/A
6/30/201913,428272N/A1,083N/A
3/31/201913,561409N/A1,167N/A
12/31/201813,386502N/A946N/A
9/30/201813,270704N/A978N/A
6/30/201813,115782N/A1,171N/A
3/31/201812,898775N/A1,195N/A
12/31/201712,654692N/A1,113N/A
9/30/201712,189641N/A1,082N/A
6/30/201711,774603N/A956N/A
3/31/201711,295497N/A1,150N/A
12/31/201610,790431N/A1,044N/A
9/30/201610,690409N/A1,185N/A
6/30/201610,839405N/A1,281N/A
3/31/201611,069585N/A1,282N/A
12/31/201511,315635N/A1,233N/A
9/30/201511,415666N/A1,134N/A
6/30/201511,365697N/A1,107N/A

アナリストによる今後の成長予測

収入対貯蓄率: VOEの予測収益成長率 (年間39.1% ) は 貯蓄率 ( 2.3% ) を上回っています。

収益対市場: VOEの収益 ( 39.1% ) はAustrian市場 ( 11.1% ) 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: VOEの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: VOEの収益 ( 2.9% ) Austrian市場 ( 3.8% ) よりも低い成長が予測されています。

高い収益成長: VOEの収益 ( 2.9% ) 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: VOE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 ( 8.8 %)。


成長企業の発掘

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2026/05/21 05:44
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイド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

Voestalpine AG 10 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。28

アナリスト機関
Vincent LepineBarclays
Tom ZhangBarclays
Alessandro AbateBerenberg