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Österreichische Post AGWBAG:POST 株式レポート

時価総額 €2.2b
株価
€32.05
€26.1
22.8% 割高 内在価値ディスカウント
1Y7.4%
7D-3.5%
ポートフォリオ価値
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Österreichische Post AG

WBAG:POST 株式レポート

時価総額:€2.2b

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 ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長1/6
過去の実績1/6
財務の健全性4/6
配当金3/6

POST Community Fair Values

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Österreichische Post AG 競合他社

価格と性能

株価の高値、安値、推移の概要Österreichische Post
過去の株価
現在の株価€32.05
52週高値€36.45
52週安値€28.55
ベータ0.58
1ヶ月の変化-8.43%
3ヶ月変化-2.88%
1年変化7.37%
3年間の変化1.10%
5年間の変化-17.40%
IPOからの変化47.70%

最新ニュース

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.

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

Here's Why Österreichische Post (VIE:POST) Has A Meaningful Debt Burden

Jan 06
Here's Why Österreichische Post (VIE:POST) Has A Meaningful Debt Burden

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.

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.

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.

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.

Österreichische Post AG's (VIE:POST) Price Is Out Of Tune With Earnings

Oct 24
Österreichische Post AG's (VIE:POST) Price Is Out Of Tune With Earnings

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.

Österreichische Post's (VIE:POST) Weak Earnings May Only Reveal A Part Of The Whole Picture

Aug 16
Österreichische Post's (VIE:POST) Weak Earnings May Only Reveal A Part Of The Whole Picture

Earnings Not Telling The Story For Österreichische Post AG (VIE:POST)

May 14
Earnings Not Telling The Story For Österreichische Post AG (VIE:POST)
User avatar

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.

Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

Dec 20
Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

Österreichische Post's (VIE:POST) Profits May Not Reveal Underlying Issues

Nov 13
Österreichische Post's (VIE:POST) Profits May Not Reveal Underlying Issues

Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

Sep 19
Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

Österreichische Post AG Beat Revenue Forecasts By 8.6%: Here's What Analysts Are Forecasting Next

Aug 10
Österreichische Post AG Beat Revenue Forecasts By 8.6%: Here's What Analysts Are Forecasting Next

Investor Optimism Abounds Österreichische Post AG (VIE:POST) But Growth Is Lacking

Jul 24
Investor Optimism Abounds Österreichische Post AG (VIE:POST) But Growth Is Lacking

Be Wary Of Österreichische Post (VIE:POST) And Its Returns On Capital

May 31
Be Wary Of Österreichische Post (VIE:POST) And Its Returns On Capital

Österreichische Post (VIE:POST) Is Increasing Its Dividend To €1.78

Apr 23
Österreichische Post (VIE:POST) Is Increasing Its Dividend To €1.78

Österreichische Post (VIE:POST) Has Announced That It Will Be Increasing Its Dividend To €1.78

Apr 04
Österreichische Post (VIE:POST) Has Announced That It Will Be Increasing Its Dividend To €1.78

We Think That There Are Some Issues For Österreichische Post (VIE:POST) Beyond Its Promising Earnings

Mar 21
We Think That There Are Some Issues For Österreichische Post (VIE:POST) Beyond Its Promising Earnings

A Look At The Fair Value Of Österreichische Post AG (VIE:POST)

Feb 10
A Look At The Fair Value Of Österreichische Post AG (VIE:POST)

Österreichische Post AG's (VIE:POST) Share Price Not Quite Adding Up

Jan 17
Österreichische Post AG's (VIE:POST) Share Price Not Quite Adding Up

Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Dec 21
Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

Aug 20
Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

Jun 20
Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

Österreichische Post (VIE:POST) Has A Pretty Healthy Balance Sheet

May 03
Österreichische Post (VIE:POST) Has A Pretty Healthy Balance Sheet

Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 32%?

Mar 09
Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 32%?

Investors Could Be Concerned With Österreichische Post's (VIE:POST) Returns On Capital

Jan 26
Investors Could Be Concerned With Österreichische Post's (VIE:POST) Returns On Capital

Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 49%?

Dec 01
Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 49%?

Is Österreichische Post (VIE:POST) Using Too Much Debt?

Nov 01
Is Österreichische Post (VIE:POST) Using Too Much Debt?

Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Jul 23
Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Returns On Capital At Österreichische Post (VIE:POST) Paint A Concerning Picture

Jul 05
Returns On Capital At Österreichische Post (VIE:POST) Paint A Concerning Picture

株主還元

POSTAT LogisticsAT 市場
7D-3.5%-0.5%0.1%
1Y7.4%14.4%29.4%

業界別リターン: POST過去 1 年間で14.4 % 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29.4 % のリターンを上げたAustrian市場を下回りました。

価格変動

Is POST's price volatile compared to industry and market?
POST volatility
POST Average Weekly Movement3.5%
Logistics Industry Average Movement4.8%
Market Average Movement5.0%
10% most volatile stocks in AT Market7.1%
10% least volatile stocks in AT Market2.5%

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
199927,883Walter Oblinwww.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

Österreichische Post の収益と売上を時価総額と比較するとどうか。
POST 基礎統計学
時価総額€2.17b
収益(TTM)€132.20m
売上高(TTM)€3.06b
16.4x
PER(株価収益率
0.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
POST 損益計算書(TTM)
収益€3.06b
売上原価€2.39b
売上総利益€627.30m
その他の費用€495.10m
収益€132.20m

直近の収益報告

Dec 31, 2025

次回決算日

May 08, 2026

一株当たり利益(EPS)1.96
グロス・マージン20.53%
純利益率4.33%
有利子負債/自己資本比率61.3%

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

5.7%
現在の配当利回り
94%
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2026/05/03 20:23
終値2026/04/30 00:00
収益2025/12/31
年間収益2025/12/31

データソース

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

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

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

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

分析モデルとスノーフレーク

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

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 LimiteBarclays
William Fitzalan HowardBerenberg
Othmane BrichaBofA Global Research