Österreichische Post AG

WBAG:POST 株式レポート

時価総額:€2.2b

Österreichische Post 将来の成長

Future 基準チェック /16

Österreichische Post利益と収益がそれぞれ年間8.3%と3.4%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% 8.3%なると予測されています。

主要情報

8.3%

収益成長率

8.35%

EPS成長率

Logistics 収益成長17.2%
収益成長率3.4%
将来の株主資本利益率18.25%
アナリストカバレッジ

Low

最終更新日13 May 2026

今後の成長に関する最新情報

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...

Recent updates

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...
User avatar
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...

業績と収益の成長予測

WBAG:POST - 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
12/31/20283,3351412033632
12/31/20273,2681351943493
12/31/20263,1381291913442
3/31/20263,063109295436N/A
12/31/20253,056132218362N/A
9/30/20253,107133-6152N/A
6/30/20253,115129-195-35N/A
3/31/20253,137136-12539N/A
12/31/20243,132138-40122N/A
9/30/20243,01514577240N/A
6/30/20242,967131265429N/A
3/31/20242,841141287452N/A
12/31/20232,74713390255N/A
9/30/20232,679129-24139N/A
6/30/20232,598146-270-114N/A
3/31/20232,588126-282-110N/A
12/31/20222,525126-251-80N/A
9/30/20222,506131-248-65N/A
6/30/20222,47412969257N/A
3/31/20222,479135169349N/A
12/31/20212,525152317493N/A
9/30/20212,538155436628N/A
6/30/20212,483154536708N/A
3/31/20212,346138596760N/A
12/31/20202,202118565733N/A
9/30/20202,081116477616N/A
6/30/20202,046112370510N/A
3/31/20202,056132183352N/A
12/31/20192,046146N/A327N/A
9/30/20192,027139N/A272N/A
6/30/20192,007147N/A246N/A
3/31/20191,983145N/A192N/A
12/31/20181,981144N/A296N/A
9/30/20181,954164N/A342N/A
6/30/20181,944165N/A320N/A
3/31/20181,944167N/A370N/A
12/31/20171,942165N/A256N/A
9/30/20171,927158N/A231N/A
6/30/20171,915155N/A223N/A
3/31/20171,929155N/A225N/A
12/31/20162,033153N/A224N/A
9/30/20162,16768N/A222N/A
6/30/20162,29968N/A218N/A
3/31/20162,39666N/A217N/A
12/31/20152,40371N/A216N/A
9/30/20152,379151N/A221N/A
6/30/20152,368151N/A244N/A

アナリストによる今後の成長予測

収入対貯蓄率: POSTの予測収益成長率 (年間8.3% ) は 貯蓄率 ( 2.3% ) を上回っています。

収益対市場: POSTの収益 ( 8.3% ) Austrian市場 ( 11.4% ) よりも低い成長が予測されています。

高成長収益: POST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: POSTの収益 ( 3.4% ) Austrian市場 ( 4.1% ) よりも低い成長が予測されています。

高い収益成長: POSTの収益 ( 3.4% ) 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: POST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

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2026/05/26 18:28
終値2026/05/26 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
  • 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