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Tessenderlo Group NVENXTBR:TESB 株式レポート

時価総額 €1.3b
株価
€21.30
€25.5
16.5% 割安 内在価値ディスカウント
1Y-16.8%
7D2.2%
ポートフォリオ価値
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Tessenderlo Group NV

ENXTBR:TESB 株式レポート

時価総額:€1.3b

Tessenderlo Group(TESB)株式概要

テッセンダーロ・グループNVは、その子会社とともに、農業、バイオ残渣の価値化、機械、機械工学、電子工学、エネルギー、産業ソリューション事業を世界中で展開している。 詳細

TESB ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績0/6
財務の健全性6/6
配当金2/6

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Tessenderlo Group NV 競合他社

価格と性能

株価の高値、安値、推移の概要Tessenderlo Group
過去の株価
現在の株価€21.30
52週高値€28.75
52週安値€19.36
ベータ0.61
1ヶ月の変化-1.16%
3ヶ月変化-21.69%
1年変化-16.80%
3年間の変化-28.04%
5年間の変化-39.32%
IPOからの変化76.18%

最新ニュース

ナラティブの更新 May 02

TESB: Special Meeting And Stable Assumptions Will Support Future Upside Potential

Analysts have kept their €25.5 price target for Tessenderlo Group unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Tessenderlo Group has scheduled a Special and Extraordinary Shareholders Meeting for May 12, 2026, at 10:00 Romance Standard Time.
新しいナラティブ Apr 19

Green Fertilizers And Protein Demand Will Support A Stronger Long Term Tessenderlo Outlook

Catalysts About Tessenderlo Group Tessenderlo Group is a diversified industrial group active in agro, bio valorization, industrial solutions, machinery and energy. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 18

TESB: Special Meeting And Lower P E Assumptions Will Drive Upside Potential

Analysts have trimmed their price target on Tessenderlo Group from €26.00 to €25.50. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
新しいナラティブ Apr 04

Fertilizer And Biogas Projects Will Face Execution Risks While Long Term Demand Trends Improve

Catalysts About Tessenderlo Group Tessenderlo Group operates a diversified portfolio of agro, bio valorization, industrial, machinery and power generation businesses across Europe and North America. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 04

TESB: Higher Future P E Assumptions Will Support Stronger Upside Potential

Analysts have adjusted their price target on Tessenderlo Group from €28.33 to €26.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: revised from €28.33 to €26.00, a reduction of around 8% in the central estimate.

Recent updates

ナラティブの更新 May 02

TESB: Special Meeting And Stable Assumptions Will Support Future Upside Potential

Analysts have kept their €25.5 price target for Tessenderlo Group unchanged, citing essentially stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Tessenderlo Group has scheduled a Special and Extraordinary Shareholders Meeting for May 12, 2026, at 10:00 Romance Standard Time.
新しいナラティブ Apr 19

Green Fertilizers And Protein Demand Will Support A Stronger Long Term Tessenderlo Outlook

Catalysts About Tessenderlo Group Tessenderlo Group is a diversified industrial group active in agro, bio valorization, industrial solutions, machinery and energy. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 18

TESB: Special Meeting And Lower P E Assumptions Will Drive Upside Potential

Analysts have trimmed their price target on Tessenderlo Group from €26.00 to €25.50. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
新しいナラティブ Apr 04

Fertilizer And Biogas Projects Will Face Execution Risks While Long Term Demand Trends Improve

Catalysts About Tessenderlo Group Tessenderlo Group operates a diversified portfolio of agro, bio valorization, industrial, machinery and power generation businesses across Europe and North America. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Apr 04

TESB: Higher Future P E Assumptions Will Support Stronger Upside Potential

Analysts have adjusted their price target on Tessenderlo Group from €28.33 to €26.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: revised from €28.33 to €26.00, a reduction of around 8% in the central estimate.
分析記事 Jan 16

Tessenderlo Group (EBR:TESB) Could Be Struggling To Allocate Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 Nov 26

An Intrinsic Calculation For Tessenderlo Group NV (EBR:TESB) Suggests It's 22% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tessenderlo Group fair value estimate is €34.04 Current share...
分析記事 Nov 02

Subdued Growth No Barrier To Tessenderlo Group NV's (EBR:TESB) Price

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Chemicals industry in Belgium, you could be...
分析記事 Oct 15

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Reasonably Well

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 Aug 08

Tessenderlo Group (EBR:TESB) Might Be Having Difficulty Using Its Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 Jun 23

Here's Why Tessenderlo Group (EBR:TESB) Can Manage Its Debt Responsibly

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 Apr 29

Market Participants Recognise Tessenderlo Group NV's (EBR:TESB) Earnings

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
分析記事 Apr 03

Tessenderlo Group's (EBR:TESB) Anemic Earnings Might Be Worse Than You Think

Despite Tessenderlo Group NV's ( EBR:TESB ) recent earnings report having lackluster headline numbers, the market...
分析記事 Mar 22

Calculating The Intrinsic Value Of Tessenderlo Group NV (EBR:TESB)

Key Insights The projected fair value for Tessenderlo Group is €29.44 based on 2 Stage Free Cash Flow to Equity...
User avatar
新しいナラティブ Feb 09

Defiance And Thio-Sul Plant Launches Will Expand Chemical Production Capacity

Strategic investments in production capacity expansion for chemicals and fertilizers aim to solidify market leadership and drive future revenue growth.
分析記事 Dec 14

Capital Allocation Trends At Tessenderlo Group (EBR:TESB) Aren't Ideal

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Nov 13

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Oct 20

Tessenderlo Group NV (EBR:TESB) Not Flying Under The Radar

Tessenderlo Group NV's ( EBR:TESB ) price-to-earnings (or "P/E") ratio of 17.7x might make it look like a sell right...
分析記事 Sep 28

Tessenderlo Group NV (EBR:TESB) Shares Could Be 27% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tessenderlo Group fair value estimate is €35.18 Tessenderlo...
分析記事 Jun 07

We Think Tessenderlo Group (EBR:TESB) Can Stay On Top Of Its 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 May 04

Is There An Opportunity With Tessenderlo Group NV's (EBR:TESB) 26% Undervaluation?

Key Insights Tessenderlo Group's estimated fair value is €32.76 based on 2 Stage Free Cash Flow to Equity Tessenderlo...
分析記事 Apr 13

Weak Statutory Earnings May Not Tell The Whole Story For Tessenderlo Group (EBR:TESB)

The market wasn't impressed with the soft earnings from Tessenderlo Group NV ( EBR:TESB ) recently. We did some further...
分析記事 Mar 30

Tessenderlo Group NV (EBR:TESB) Just Reported And Analysts Have Been Cutting Their Estimates

Last week, you might have seen that Tessenderlo Group NV ( EBR:TESB ) released its full-year result to the market. The...
分析記事 Mar 22

Returns Are Gaining Momentum At Tessenderlo Group (EBR:TESB)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 Dec 11

Returns On Capital Are Showing Encouraging Signs At Tessenderlo Group (EBR:TESB)

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 Nov 01

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Reasonably Well

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 Mar 31

Tessenderlo Group's (EBR:TESB) Profits Appear To Have Quality Issues

The market shrugged off Tessenderlo Group NV's ( EBR:TESB ) solid earnings report. We did some digging and believe...
分析記事 Mar 25

Tessenderlo Group (EBR:TESB) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jan 03

Here's Why We Think Tessenderlo Group (EBR:TESB) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Nov 24

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Safely

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 Sep 27

Here's Why We Think Tessenderlo Group (EBR:TESB) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Mar 28

These 4 Measures Indicate That Tessenderlo Group (EBR:TESB) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Dec 15

Tessenderlo Group (EBR:TESB) Has A Pretty Healthy 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 Sep 02

Here's Why Tessenderlo Group (EBR:TESB) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Aug 12

Are Investors Undervaluing Tessenderlo Group NV (EBR:TESB) By 37%?

How far off is Tessenderlo Group NV ( EBR:TESB ) from its intrinsic value? Using the most recent financial data, we'll...
分析記事 May 24

Does Tessenderlo Group (EBR:TESB) Have A Healthy Balance Sheet?

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 03

Shareholders May Be A Little Conservative With Tessenderlo Group NV's (EBR:TESB) CEO Compensation For Now

Under the guidance of CEO Luc Tack, Tessenderlo Group NV ( EBR:TESB ) has performed reasonably well recently. As...
分析記事 Apr 15

Tessenderlo Group NV (EBR:TESB) Shares Could Be 27% Below Their Intrinsic Value Estimate

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Tessenderlo Group NV...
分析記事 Mar 28

Tessenderlo Group NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Tessenderlo Group NV ( EBR:TESB ) filed its yearly result this time last week. The...
分析記事 Feb 11

Are Robust Financials Driving The Recent Rally In Tessenderlo Group NV's (EBR:TESB) Stock?

Tessenderlo Group (EBR:TESB) has had a great run on the share market with its stock up by a significant 16% over the...
分析記事 Dec 22

What Type Of Shareholders Make Up Tessenderlo Group NV's (EBR:TESB) Share Registry?

If you want to know who really controls Tessenderlo Group NV ( EBR:TESB ), then you'll have to look at the makeup of...
分析記事 Dec 04

The Tessenderlo Group (EBR:TESB) Share Price Has Gained 24% And Shareholders Are Hoping For More

When we invest, we're generally looking for stocks that outperform the market average. And the truth is, you can make...
分析記事 Aug 05

Declining Stock and Decent Financials: Is The Market Wrong About Tessenderlo Group NV (EBR:TESB)?

With its stock down 4.4% over the past month, it is easy to disregard Tessenderlo Group (EBR:TESB). However, the...
分析記事 Jun 17

Read This Before You Buy Tessenderlo Group NV (EBR:TESB) Because Of Its P/E Ratio

This article is for investors who would like to improve their understanding of price to earnings ratios (P/E ratios...

株主還元

TESBBE ChemicalsBE 市場
7D2.2%5.1%-0.8%
1Y-16.8%17.4%19.5%

業界別リターン: TESB過去 1 年間で17.4 % の収益を上げたBelgian Chemicals業界を下回りました。

リターン対市場: TESBは、過去 1 年間で19.5 % のリターンを上げたBelgian市場を下回りました。

価格変動

Is TESB's price volatile compared to industry and market?
TESB volatility
TESB Average Weekly Movement5.3%
Chemicals Industry Average Movement5.6%
Market Average Movement4.3%
10% most volatile stocks in BE Market6.6%
10% least volatile stocks in BE Market2.7%

安定した株価: TESB 、 Belgian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: TESBの 週次ボラティリティ ( 5% ) 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
19196,945Luc Tackwww.tessenderlo.com

テッセンダーロ・グループNVは、その子会社とともに、農業、バイオ残渣の価値化、機械、機械工学、エレクトロニクス、エネルギー、産業ソリューション事業を世界中で展開している。5つのセグメントで事業を展開している:アグロ事業、バイオ・バロライゼーション事業、インダストリアル・ソリューション事業、マシン&テクノロジー事業、T-Power事業である。アグロ部門は、液肥、硫酸カリ肥料、有機土壌改良剤、有機・非有機農作物保護剤などの農作物用栄養剤の生産、販売、取引を行っている。同セグメントは、Thio-Sul、KTS、K-Row 23、CaTs、GranuPotasse、SoluKem、SoluPotasse、MAJOR 90のブランドで特殊肥料を提供している。バイオ・バロライゼーション事業では、ゼラチン、コラーゲンペプチド、タンパク質、油脂の製造、販売、取引を行っている。産業ソリューション事業では、組立済み配管キット、プロジェクト・コンサルタント・サービス、換気ソリューション、下水・雨水ソリューション、サイフォニック・ルーフ排水システムのエンジニアリング・サポート、廃水処理および飲料水浄化用の凝集剤およびその他の化学品、漂白剤、硫酸、水酸化ナトリウム、各種塩酸、塩化カルシウムなどの工業用化学品および硫黄化学品の製造・販売を行っている。機械・技術部門は、織機、アップグレードキット・スペアパーツ、トレーニングコースの設計・開発・製造・販売・サポート・サービス、エンジニアリング鋳造ソリューション、カスタマイズコントローラ、精密部品などを行っている。T-Power部門は、容量425MWのガスタービン複合発電により電力を生産している。農業、食品、製薬、鉱業、建設、インフラストラクチャー、健康・栄養、化学、繊維、ペットフード、養殖飼料、動物飼料、バイオエネルギー、バイオディーゼル、油脂化学、衛生、機械、エンジニアリング、消費財にサービスを提供している。同社は1919年に設立され、ベルギーのブリュッセルに本社を置いている。

Tessenderlo Group NV 基礎のまとめ

Tessenderlo Group の収益と売上を時価総額と比較するとどうか。
TESB 基礎統計学
時価総額€1.26b
収益(TTM)-€81.10m
売上高(TTM)€2.76b
0.5x
P/Sレシオ
-15.5x
PER(株価収益率

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
TESB 損益計算書(TTM)
収益€2.76b
売上原価€2.24b
売上総利益€525.40m
その他の費用€606.50m
収益-€81.10m

直近の収益報告

Dec 31, 2025

次回決算日

Aug 27, 2026

一株当たり利益(EPS)-1.37
グロス・マージン19.01%
純利益率-2.94%
有利子負債/自己資本比率8.1%

TESB 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

3.5%
現在の配当利回り
-56%
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2026/05/18 04:07
終値2026/05/18 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

Tessenderlo Group NV 4 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。5

アナリスト機関
Mark GevensBNP Paribas
Frank ClaassenDegroof Petercam
Oliver ReiffDeutsche Bank