Österreichische Post（POST）株式概要
オーストリア郵政公社は、その子会社とともに、オーストリア、ドイツ、東南・東欧、トルコ、アゼルバイジャン、および国際的な郵便・小包サービスを提供している。 詳細
POST Community Fair Values
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Analyst Price Targets
Österreichische Post AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €31.45 |
| 52週高値 | €36.45 |
| 52週安値 | €28.55 |
| ベータ | 0.50 |
| 1ヶ月の変化 | 1.29% |
| 3ヶ月変化 | -6.26% |
| 1年変化 | 6.07% |
| 3年間の変化 | -4.84% |
| 5年間の変化 | -28.28% |
| IPOからの変化 | 44.93% |
最新ニュース
ナラティブの更新 • Jun 01
POST: Higher Discount Rates And Sector Caution Will Shape Near Term Performance
The analyst price target for Österreichische Post has been trimmed slightly to €32.03 from €32.28, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research around postal and logistics stocks has included one explicit downgrade for Österreichische Post alongside several price target cuts for peers, pointing to a more cautious tone on the sector.
ナラティブの更新 • May 14
POST: Lower Future P E Expectations Will Constrain Share Price Upside
Analysts have reduced their price targets on Österreichische Post by several euros, citing a lower assumed discount rate, adjusted P/E expectations, and slightly revised revenue growth and profit margin inputs in their valuation work. Analyst Commentary Recent research on Österreichische Post has highlighted a clear tilt toward caution, with several bearish analysts pointing to valuation risks and uncertainties around execution and growth.ナラティブの更新 • Apr 29
POST: Higher Risk Premium And Muted Revenue Outlook Will Restrain Future Upside
Analysts have trimmed their price target on Österreichische Post to €26.10, reflecting updated expectations for more muted revenue growth, a slightly higher discount rate, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on postal and delivery names has included one bearish move specifically targeting Österreichische Post, alongside a series of price target reductions on a different listed company, Post Holdings.Recent updates
ナラティブの更新 • Jun 01
POST: Higher Discount Rates And Sector Caution Will Shape Near Term Performance
The analyst price target for Österreichische Post has been trimmed slightly to €32.03 from €32.28, as analysts factor in updated assumptions for discount rates, revenue growth, profit margins, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research around postal and logistics stocks has included one explicit downgrade for Österreichische Post alongside several price target cuts for peers, pointing to a more cautious tone on the sector.ナラティブの更新 • May 14
POST: Lower Future P E Expectations Will Constrain Share Price Upside
Analysts have reduced their price targets on Österreichische Post by several euros, citing a lower assumed discount rate, adjusted P/E expectations, and slightly revised revenue growth and profit margin inputs in their valuation work. Analyst Commentary Recent research on Österreichische Post has highlighted a clear tilt toward caution, with several bearish analysts pointing to valuation risks and uncertainties around execution and growth.ナラティブの更新 • Apr 29
POST: Higher Risk Premium And Muted Revenue Outlook Will Restrain Future Upside
Analysts have trimmed their price target on Österreichische Post to €26.10, reflecting updated expectations for more muted revenue growth, a slightly higher discount rate, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on postal and delivery names has included one bearish move specifically targeting Österreichische Post, alongside a series of price target reductions on a different listed company, Post Holdings.ナラティブの更新 • Apr 14
POST: Higher P E Expectations And Execution Risks Will Shape Near Term Performance
The updated analyst price target for Österreichische Post has shifted from €29.20 to about €32.28, reflecting analysts' use of a higher projected P/E ratio and adjusted assumptions on discount rate, revenue growth and profit margins. Analyst Commentary Street research on Österreichische Post is more cautious at the moment, with at least one firm assigning a more negative stance to the shares.ナラティブの更新 • Mar 31
POST: Lower Future P/E Assumptions Will Limit Upside For Shares
Analysts have adjusted their price target for Österreichische Post to €26.10 from €25.60. They cited updated assumptions for revenue growth, profit margins, and a lower future P/E multiple.
ナラティブの更新 • Mar 17
POST: Stable Cash Flows And Discount Rate Assumptions Will Support Fair Value
Analysts have kept their €36.00 price target for Österreichische Post unchanged, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that still support this fair value level. Analyst Commentary Recent Street research on related postal and logistics names highlights how bullish analysts are prepared to adjust price targets when they see better risk reward based on updated assumptions.ナラティブの更新 • Mar 03
POST: Stable Earnings Framework And Cash Flows Will Support Fair Value
Analysts have kept their €36.0 price target for Österreichische Post broadly steady, citing updated assumptions for discount rates, modest revenue growth and profit margins, and a largely unchanged future P/E outlook. Analyst Commentary Recent Street research around the broader postal and logistics peer group points to a generally constructive stance on companies with resilient cash generation and clear earnings frameworks.ナラティブの更新 • Feb 17
POST: Higher Required Returns And Softer Margins Will Restrain Future Share Performance
Analysts have adjusted their price target on Österreichische Post to €25.60. This reflects updated views on discount rate, revenue growth, profit margin, and future P/E assumptions.ナラティブの更新 • Feb 03
POST: Stable Guidance And M&A Optionality Will Shape Fair Value Outlook
Analysts have lifted their fair value estimate for Österreichische Post from €31.00 to €36.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. These changes echo broader Street thinking, where stabilizing trends and M&A potential in related names help frame upside scenarios.ナラティブの更新 • Jan 20
POST: Stable Revenue Outlook And Earnings Guidance Will Shape Fair Value
Analysts have reduced their fair value estimate for Österreichische Post to €31.00 from €33.70. This reflects updated views on discount rates, revenue growth, margins and future P/E assumptions, in line with recent Street moves where targets were adjusted while still citing company specific strengths and risks.分析記事 • Jan 06
Here's Why Österreichische Post (VIE:POST) Has A Meaningful Debt Burden
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 • Jan 06
POST: Soft Consumption Trends Will Constrain Parcel Earnings Momentum And Pressure Shares
Narrative Update: Österreichische Post Analysts have kept their fair value estimate for Österreichische Post steady at €25.60, with only marginal tweaks to underlying assumptions such as revenue growth, profit margins and future P/E. This reflects a view that recent sector research on pricing power and earnings resilience in related consumer and logistics names still supports a similar valuation range.ナラティブの更新 • Dec 14
POST: Slowing Parcel Demand Will Cap Earnings Momentum And Pressure Shares
Analysts have nudged their fair value estimate for Österreichische Post higher, from €25.00 to €25.60. This reflects slightly stronger expected revenue growth and profit margins, despite a modestly higher discount rate and only a small uplift in projected future valuation multiples.ナラティブの更新 • Nov 28
POST: Revenue Stability And Consumption Trends Will Guide Near-Term Performance
Analysts have reduced their price target for Österreichische Post from €29.90 to €29.20. They cite slightly lower revenue growth expectations and a modest increase in the discount rate as key factors in the reassessment.ナラティブの更新 • Nov 12
POST: Profit Margins And Discount Rate Will Shape Outlook Amid Economic Pressures
Analysts have reaffirmed their fair value estimate for Österreichische Post at €29.90. They maintain a stable outlook, as improvements in profit margin expectations were balanced by a slightly higher discount rate and steady revenue forecasts.分析記事 • Oct 24
Österreichische Post AG's (VIE:POST) Price Is Out Of Tune With Earnings
There wouldn't be many who think Österreichische Post AG's ( VIE:POST ) price-to-earnings (or "P/E") ratio of 16.1x is...ナラティブの更新 • Oct 24
Stable Fundamentals And Market Shifts Will Drive Future European Delivery Trends
Analysts have maintained their price target for Österreichische Post at €29.90. This reflects stability in the company's fair value assessment, as modest improvements in discount rate projections and revenue growth outlook offset minor changes in market expectations.分析記事 • Aug 16
Österreichische Post's (VIE:POST) Weak Earnings May Only Reveal A Part Of The Whole Picture
WBAG:POST 1 Year Share Price vs Fair Value Explore Österreichische Post's Fair Values from the Community and select...分析記事 • May 14
Earnings Not Telling The Story For Österreichische Post AG (VIE:POST)
There wouldn't be many who think Österreichische Post AG's ( VIE:POST ) price-to-earnings (or "P/E") ratio of 14.9x is...
新しいナラティブ • Feb 09
Future Profitability Will Decline Due To Mail Business Downturn And Competitive Pressures
Structural decline in Mail business and increased competition in Parcel & Logistics pose risks to future revenue growth and net margins.分析記事 • Dec 20
Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 13
Österreichische Post's (VIE:POST) Profits May Not Reveal Underlying Issues
The recent earnings posted by Österreichische Post AG ( VIE:POST ) were solid, but the stock didn't move as much as we...分析記事 • Sep 19
Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Aug 10
Österreichische Post AG Beat Revenue Forecasts By 8.6%: Here's What Analysts Are Forecasting Next
Österreichische Post AG ( VIE:POST ) just released its quarterly report and things are looking bullish. Results were...分析記事 • Jul 24
Investor Optimism Abounds Österreichische Post AG (VIE:POST) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 14.8x Österreichische Post AG ( VIE:POST ) may be sending bearish signals...分析記事 • May 31
Be Wary Of Österreichische Post (VIE:POST) And Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 23
Österreichische Post (VIE:POST) Is Increasing Its Dividend To €1.78
Österreichische Post AG's ( VIE:POST ) dividend will be increasing from last year's payment of the same period to €1.78...分析記事 • Apr 04
Österreichische Post (VIE:POST) Has Announced That It Will Be Increasing Its Dividend To €1.78
Österreichische Post AG's ( VIE:POST ) dividend will be increasing from last year's payment of the same period to €1.78...分析記事 • Mar 21
We Think That There Are Some Issues For Österreichische Post (VIE:POST) Beyond Its Promising Earnings
The recent earnings posted by Österreichische Post AG ( VIE:POST ) were solid, but the stock didn't move as much as we...分析記事 • Feb 10
A Look At The Fair Value Of Österreichische Post AG (VIE:POST)
Key Insights Using the Dividend Discount Model, Österreichische Post fair value estimate is €26.13 Current share price...分析記事 • Jan 17
Österreichische Post AG's (VIE:POST) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 16.7x Österreichische Post AG ( VIE:POST ) may be sending very bearish...分析記事 • Dec 21
Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Aug 20
Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 20
Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • May 03
Österreichische Post (VIE:POST) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Mar 09
Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 32%?
Key Insights The projected fair value for Österreichische Post is €50.43 based on 2 Stage Free Cash Flow to Equity...分析記事 • Jan 26
Investors Could Be Concerned With Österreichische Post's (VIE:POST) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Dec 01
Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 49%?
In this article we are going to estimate the intrinsic value of Österreichische Post AG ( VIE:POST ) by estimating the...分析記事 • Nov 01
Is Österreichische Post (VIE:POST) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 23
Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jul 05
Returns On Capital At Österreichische Post (VIE:POST) Paint A Concerning Picture
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...株主還元
| POST | AT Logistics | AT 市場 | |
|---|---|---|---|
| 7D | -2.9% | -2.7% | -2.0% |
| 1Y | 6.1% | 7.1% | 25.5% |
業界別リターン: POST過去 1 年間で7.1 % の収益を上げたAustrian Logistics業界を下回りました。
リターン対市場: POSTは、過去 1 年間で25.5 % のリターンを上げたAustrian市場を下回りました。
価格変動
| POST volatility | |
|---|---|
| POST Average Weekly Movement | 3.5% |
| Logistics Industry Average Movement | 4.7% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in AT Market | 7.2% |
| 10% least volatile stocks in AT Market | 2.8% |
安定した株価: POST 、 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: POSTの 週次ボラティリティ ( 3% ) 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 |
|---|---|---|---|
| 1999 | 27,868 | Walter Oblin | www.post.at |
Österreichische Post AGは、その子会社とともに、オーストリア、ドイツ、東南・東欧、トルコ、アゼルバイジャン、および国際的に郵便・小包サービスを提供している。郵便、小包・ロジスティクス、アゼルバイジャンの3部門で事業を展開している：郵便部門、小包・ロジスティクス部門、リテール・銀行部門である。郵便部門は、手紙や書類、宛名付き・宛名なしのダイレクトメール、新聞・雑誌の配達、集荷、仕分け、配送を行うほか、電子メールやクロスメディア・ソリューションなどのオンライン・サービスも提供している。同部門はまた、顧客とのコミュニケーションや文書処理における物理的・デジタル的サービスも提供している。宅配・ロジスティクス部門は、宅配便、エクスプレス便、食品配送のソリューション、医薬品の定置型ロジスティクス、倉庫保管、オーダーピッキング、返品管理、ウェブショップのロジスティクスとインフラを含む付加価値サービス、現金・貴重品輸送サービスを提供している。リテール＆バンク部門は、通信・郵便商品、商品の販売・仲介、決済サービス、銀行口座、振込サービス、消費者ローン、投資・貯蓄オプション、住宅金融、保険などの金融サービス、様々な場所での集配ステーションなどのセルフサービス・ソリューションを手掛ける。同社は1999年に設立され、オーストリアのウィーンに本社を置いている。Österreichische Post AGはÖsterreichische Beteiligungs AGの子会社である。
Österreichische Post AG 基礎のまとめ
| POST 基礎統計学 | |
|---|---|
| 時価総額 | €2.12b |
| 収益（TTM） | €109.20m |
| 売上高(TTM) | €3.06b |
19.5x
PER（株価収益率0.7x
P/SレシオPOST は割高か？
公正価値と評価分析を参照収益と収入
| POST 損益計算書（TTM） | |
|---|---|
| 収益 | €3.06b |
| 売上原価 | €2.41b |
| 売上総利益 | €618.10m |
| その他の費用 | €508.90m |
| 収益 | €109.20m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 07, 2026
| 一株当たり利益（EPS） | 1.62 |
| グロス・マージン | 20.18% |
| 純利益率 | 3.56% |
| 有利子負債／自己資本比率 | 126.6% |
POST 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
5.8%
現在の配当利回り113%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/11 02:03 |
| 終値 | 2026/06/11 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Österreichische Post AG 3 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。16
| アナリスト | 機関 |
|---|---|
| Marco Limite | Barclays |
| William Fitzalan Howard | Berenberg |
| Othmane Bricha | BofA Global Research |