NV Bekaert SA

ENXTBR:BEKB 株式レポート

時価総額:€2.1b

NV Bekaert 将来の成長

Future 基準チェック /36

NV Bekaert利益と収益がそれぞれ年間32.5%と1.7%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10.9% 32.8%なると予測されています。

主要情報

32.5%

収益成長率

32.82%

EPS成長率

Metals and Mining 収益成長19.1%
収益成長率1.7%
将来の株主資本利益率10.85%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 Apr 26

BEKB: Dividend Lift And 2025 Buyback Will Not Offset Weak Outlook

Analysts have kept their €34.50 price target for NV Bekaert unchanged, citing updated model inputs around the discount rate, revenue growth, profit margin, and future P/E, which currently balance out to the same fair value estimate. What's in the News Special or extraordinary shareholders meeting scheduled for May 13, 2026 at 10:30 Romance Standard Time.
ナラティブ更新 Apr 12

BEKB: Higher Dividend And 2025 Buyback Will Not Reverse Weak Prospects

The analyst price target for NV Bekaert is unchanged at €34.5, with analysts keeping their view steady because updated assumptions for discount rate, revenue growth, profit margin and future P/E remain closely aligned with prior estimates. What's in the News NV Bekaert SA proposed a dividend of €1.95 per share, compared with the prior €1.90 per share level.
ナラティブ更新 Mar 28

BEKB: Dividend And Buyback Plans Will Not Prevent Weaker Future Returns

Analysts have kept the NV Bekaert price target steady at €34.50, citing only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What's in the News Proposed dividend per share set at €1.95, compared with the prior €1.90 level, which can matter if you focus on income from holdings (Key Developments).
ナラティブ更新 Mar 11

BEKB: Higher Discount Rate And Modest Margins Will Restrain Future Returns

Analysts have lifted their price target on NV Bekaert from €32.00 to €34.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News The proposed dividend adjustment from €1.90 to €1.95 per share reflects an updated capital return plan for shareholders (Key Developments).
ナラティブ更新 Feb 24

BEKB: Stable Fair Value And Slightly Higher Future P/E Will Support Outlook

Analysts have maintained their price target for NV Bekaert at around €40.67, citing only minor adjustments to their discount rate, revenue growth and profit margin assumptions, along with a slightly higher expected future P/E multiple. Valuation Changes Fair Value: Modelled fair value remains at approximately €40.67, with no change between the previous and updated estimates.
ナラティブ更新 Feb 09

BEKB: 2025 Sales Guidance And Updated Assumptions Will Support Steady Outlook

Analysts have lifted their price target for NV Bekaert to €40.67 per share, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the latest available data. What's in the News NV Bekaert issued earnings guidance for fiscal year 2025.
ナラティブ更新 Jan 25

BEKB: Index Inclusion And 2025 Sales Guidance Will Support Steady Outlook

Analysts have trimmed their price target for NV Bekaert to around €40.67 from about €41.30, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NV Bekaert issued earnings guidance for fiscal 2025, with expected sales of around €3.7b.
ナラティブ更新 Jan 11

BEKB: Index Inclusion And 2025 Guidance Will Support Steady Fairly Valued Outlook

Narrative Update on NV Bekaert Analysts have kept their fair value target for NV Bekaert steady at €41.30, with only marginal tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E. This reflects a largely unchanged view of the company’s valuation drivers.
ナラティブ更新 Dec 26

BEKB: Index Addition And 2025 Guidance Will Support Steady Future Performance

Analysts have made a marginal upward revision to their price target for NV Bekaert, now set at €41.30. This reflects slightly lower discount rate assumptions and a largely unchanged view on the company’s long term growth, profitability, and valuation multiples.
分析記事 Dec 17

Market Still Lacking Some Conviction On NV Bekaert SA (EBR:BEKB)

NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 10.7x might make it look like a buy right now...
ナラティブ更新 Dec 11

BEKB: Index Inclusion Will Drive Future Upside From Stable Earnings Outlook

Analysts have modestly raised their price target on NV Bekaert to €41.30 from €41.00. This reflects a slightly higher assumed future valuation multiple and an updated risk profile, despite largely unchanged growth and margin expectations.
ナラティブ更新 Nov 27

BEKB: Euronext 150 Index Inclusion Will Drive Long-Term Shareholder Value

Analysts have slightly lowered their price target for NV Bekaert from €41.90 to €41.30. This change reflects a modest adjustment based on updated forecasts and shifting profit expectations.
ナラティブ更新 Nov 11

BEKB: Future Prospects Remain Bright With Euronext 150 Index Inclusion

Narrative Update on NV Bekaert: Analyst Price Target Change Analysts have maintained their fair value estimate for NV Bekaert at €41.90. They cite stable projections for revenue growth and profit margins, despite a slight increase in the discount rate and future price-to-earnings expectations.
ナラティブ更新 Oct 28

Earnings Initiatives and Share Buyback Program Will Shape Profit Outlook

Narrative Update on NV Bekaert: Analyst Price Target Change Analysts have reaffirmed their price target for NV Bekaert at €41.90, citing stable fair value estimates and minimal adjustments to future projections as key reasons for maintaining their outlook. What's in the News NV Bekaert provided earnings guidance for 2025 and 2026, anticipating slightly lower sales on a like-for-like basis compared to 2024 and confirming the ambition to achieve 10% profit levels by 2026.
ナラティブ更新 Oct 14

Global Renewable Demand Will Drive Sustainable Infrastructure Expansion

Analyst Price Target Update for NV Bekaert Analysts have lowered their fair value estimate for NV Bekaert from €43.70 to €41.90. They cite updated projections for revenue growth and profit margins as key factors in the revision.
分析記事 Sep 20

We Think NV Bekaert (EBR:BEKB) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jun 27

There Is A Reason NV Bekaert SA's (EBR:BEKB) Price Is Undemanding

With a price-to-earnings (or "P/E") ratio of 7.3x NV Bekaert SA ( EBR:BEKB ) may be sending bullish signals at the...
分析記事 May 16

NV Bekaert (EBR:BEKB) Has Announced That It Will Be Increasing Its Dividend To €1.33

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.33 on the 20th of May...
分析記事 Mar 09

There May Be Some Bright Spots In NV Bekaert's (EBR:BEKB) Earnings

Shareholders appeared unconcerned with NV Bekaert SA's ( EBR:BEKB ) lackluster earnings report last week. Our analysis...
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新しいナラティブ Mar 02

Expanding Rubber Reinforcement Capacity In Indonesia And India Will Strengthen Future Presence

Focus on cost structure optimization and divestment from low-margin sectors to improve net margins and earnings through strategic resource allocation.
分析記事 Dec 18

NV Bekaert SA's (EBR:BEKB) Business And Shares Still Trailing The Market

NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 6.7x might make it look like a buy right now...
分析記事 Oct 18

Investors Will Want NV Bekaert's (EBR:BEKB) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 Sep 09

NV Bekaert (EBR:BEKB) Seems To Use Debt Quite Sensibly

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 27

Investors Aren't Buying NV Bekaert SA's (EBR:BEKB) Earnings

NV Bekaert SA's ( EBR:BEKB ) price-to-earnings (or "P/E") ratio of 7.7x might make it look like a strong buy right now...
分析記事 Jun 05

We Think NV Bekaert (EBR:BEKB) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 May 01

NV Bekaert (EBR:BEKB) Is Increasing Its Dividend To €1.26

NV Bekaert SA ( EBR:BEKB ) will increase its dividend from last year's comparable payment on the 14th of May to €1.26...
分析記事 Apr 17

NV Bekaert (EBR:BEKB) Will Pay A Larger Dividend Than Last Year At €1.26

NV Bekaert SA's ( EBR:BEKB ) dividend will be increasing from last year's payment of the same period to €1.26 on 14th...
分析記事 Apr 03

NV Bekaert (EBR:BEKB) Is Increasing Its Dividend To €1.26

NV Bekaert SA ( EBR:BEKB ) will increase its dividend from last year's comparable payment on the 14th of May to €1.26...
分析記事 Mar 19

NV Bekaert's (EBR:BEKB) Dividend Will Be Increased To €1.26

NV Bekaert SA ( EBR:BEKB ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Mar 05

NV Bekaert's (EBR:BEKB) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.26 on the 14th of May...
分析記事 Jan 08

An Intrinsic Calculation For NV Bekaert SA (EBR:BEKB) Suggests It's 33% Undervalued

Key Insights NV Bekaert's estimated fair value is €65.99 based on 2 Stage Free Cash Flow to Equity NV Bekaert is...
分析記事 Dec 21

These 4 Measures Indicate That NV Bekaert (EBR:BEKB) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Dec 06

NV Bekaert (EBR:BEKB) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Oct 05

Are Investors Undervaluing NV Bekaert SA (EBR:BEKB) By 25%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, NV Bekaert fair value estimate is €56.08 NV Bekaert is...
分析記事 Sep 18

NV Bekaert (EBR:BEKB) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Aug 31

Investors Will Want NV Bekaert's (EBR:BEKB) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Jun 24

Is NV Bekaert SA (EBR:BEKB) Trading At A 41% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, NV Bekaert fair value estimate is €69.17 NV Bekaert's €41.14...
分析記事 May 25

NV Bekaert (EBR:BEKB) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 May 09

NV Bekaert's (EBR:BEKB) Upcoming Dividend Will Be Larger Than Last Year's

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.16 on the 15th of May...
分析記事 Apr 05

NV Bekaert's (EBR:BEKB) Upcoming Dividend Will Be Larger Than Last Year's

The board of NV Bekaert SA ( EBR:BEKB ) has announced that it will be paying its dividend of €1.16 on the 15th of May...
分析記事 Mar 20

Is NV Bekaert SA (EBR:BEKB) Trading At A 45% Discount?

Key Insights The projected fair value for NV Bekaert is €69.95 based on 2 Stage Free Cash Flow to Equity NV Bekaert is...
分析記事 Mar 04

NV Bekaert (EBR:BEKB) Has Announced That It Will Be Increasing Its Dividend To €1.16

NV Bekaert SA ( EBR:BEKB ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Mar 03

Is NV Bekaert (EBR:BEKB) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

業績と収益の成長予測

ENXTBR:BEKB - 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
12/31/20283,8992662494994
12/31/20273,7782352434216
12/31/20263,6682142214266
12/31/20253,70667280450N/A
9/30/20253,778121262446N/A
6/30/20253,851174243443N/A
3/31/20253,904206197408N/A
12/31/20243,958239152374N/A
9/30/20244,014247166384N/A
6/30/20244,070255180394N/A
3/31/20244,199255205417N/A
12/31/20234,328255230440N/A
9/30/20234,563211278484N/A
6/30/20234,798167327528N/A
3/31/20234,901202241434N/A
12/31/20225,004237155340N/A
9/30/20225,03132578257N/A
6/30/20225,0574131174N/A
3/31/20224,948408114277N/A
12/31/20214,840404228380N/A
9/30/20214,574357348478N/A
6/30/20214,309309467575N/A
3/31/20214,040222432540N/A
12/31/20203,772135397505N/A
9/30/20203,82376404503N/A
6/30/20203,87417410501N/A
3/31/20204,09829418513N/A
12/31/20194,32241425524N/A
9/30/20194,34542N/A460N/A
6/30/20194,36744N/A395N/A
3/31/20194,33642N/A319N/A
12/31/20184,30540N/A244N/A
9/30/20184,23296N/A232N/A
6/30/20184,159152N/A221N/A
3/31/20184,129168N/A232N/A
12/31/20174,098185N/A244N/A
9/30/20174,045172N/A267N/A
6/30/20173,992159N/A290N/A
3/31/20173,853132N/A345N/A
12/31/20163,715105N/A400N/A
9/30/20163,65494N/A469N/A
6/30/20163,59382N/A538N/A
3/31/20163,63292N/A561N/A
12/31/20153,671102N/A584N/A
9/30/20153,58781N/A461N/A
6/30/20153,50461N/A338N/A

アナリストによる今後の成長予測

収入対貯蓄率: BEKBの予測収益成長率 (年間32.5% ) は 貯蓄率 ( 2.4% ) を上回っています。

収益対市場: BEKBの収益 ( 32.5% ) はBelgian市場 ( 13.9% ) 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: BEKB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: BEKBの収益 ( 1.7% ) Belgian市場 ( 6.9% ) よりも低い成長が予測されています。

高い収益成長: BEKBの収益 ( 1.7% ) 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: BEKB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 ( 10.9 %)。


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2026/05/11 02:31
終値2026/05/11 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

NV Bekaert SA 6 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。8

アナリスト機関
Mourad LahmidiBNP Paribas
Bin GaoBofA Global Research
Frank ClaassenDegroof Petercam