View ValuationMelexis 将来の成長Future 基準チェック /36Melexis利益と収益がそれぞれ年間14.8%と6.8%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40.2% 14.9%なると予測されています。主要情報14.8%収益成長率14.88%EPS成長率Semiconductor 収益成長21.7%収益成長率6.8%将来の株主資本利益率40.23%アナリストカバレッジGood最終更新日05 Jun 2026今後の成長に関する最新情報Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.分析記事 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...分析記事 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.すべての更新を表示Recent updatesUpcoming Dividend • May 12Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 19 May 2026. Payment date: 21 May 2026. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.8%. Lower than top quartile of Belgian dividend payers (6.3%). Higher than average of industry peers (0.6%).Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.Reported Earnings • Apr 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.お知らせ • Apr 13Melexis NV, Annual General Meeting, May 12, 2026Melexis NV, Annual General Meeting, May 12, 2026, at 11:00 Romance Standard Time.Buy Or Sell Opportunity • Mar 25Now 26% overvaluedOver the last 90 days, the stock has fallen 5.8% to €53.40. The fair value is estimated to be €42.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.分析記事 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...分析記事 • Feb 07Melexis (EBR:MELE) Has Affirmed Its Dividend Of €1.68Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 21st of May. This makes the...New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Dividend yield: 6.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (5.6% average weekly change).Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.分析記事 • Jan 03Melexis NV's (EBR:MELE) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 21.7x Melexis NV ( EBR:MELE ) may be sending bearish signals at the...New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 4.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Share price has been volatile over the past 3 months (4.3% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €60.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.58 per share.分析記事 • Nov 28Does Melexis (EBR:MELE) 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 • Nov 15Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights The projected fair value for Melexis is €54.64 based on 2 Stage Free Cash Flow to Equity With €55.65 share...New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Profit margins are more than 30% lower than last year (13% net profit margin).Reported Earnings • Nov 02Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: €0.68 (down from €1.27 in 3Q 2024). Revenue: €215.3m (down 13% from 3Q 2024). Net income: €27.5m (down 46% from 3Q 2024). Profit margin: 13% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.0% to €65.20. The fair value is estimated to be €54.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 5.5%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Oct 29+ 3 more updatesMelexis NV to Report Fiscal Year 2026 Results on Feb 03, 2027Melexis NV announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Feb 03, 2027分析記事 • Oct 23Returns On Capital At Melexis (EBR:MELE) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Oct 09Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91Melexis NV's ( EBR:MELE ) investors are due to receive a payment of €0.91 per share on 16th of October. This means the...Declared Dividend • Oct 08First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 14th October 2025 Payment date: 16th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio) nor is it covered by cash flows (158% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 27% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.分析記事 • Sep 11At €66.95, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?While Melexis NV ( EBR:MELE ) might not have the largest market cap around , it saw a decent share price growth of 14...分析記事 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €0.94 (down from €1.22 in 2Q 2024). Revenue: €211.6m (down 14% from 2Q 2024). Net income: €37.8m (down 23% from 2Q 2024). Profit margin: 18% (down from 20% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.分析記事 • Jul 09Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.分析記事 • Jun 26Is Melexis (EBR:MELE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • May 16Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 6.1%. Lower than top quartile of Belgian dividend payers (6.6%). Higher than average of industry peers (1.0%).分析記事 • May 13Earnings Not Telling The Story For Melexis NV (EBR:MELE) After Shares Rise 32%Melexis NV ( EBR:MELE ) shareholders would be excited to see that the share price has had a great month, posting a 32...分析記事 • May 07Shareholders May Be Wary Of Increasing Melexis NV's (EBR:MELE) CEO Compensation PackageKey Insights Melexis to hold its Annual General Meeting on 13th of May Total pay for CEO Marc Biron includes €385.0k...分析記事 • May 04Melexis (EBR:MELE) Is Due To Pay A Dividend Of €1.68The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 22nd of May...Declared Dividend • May 02Dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 20th May 2025 Payment date: 22nd May 2025 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Melexis NV, Annual General Meeting, May 13, 2025Melexis NV, Annual General Meeting, May 13, 2025, at 11:00 Romance Standard Time.分析記事 • Apr 06Under The Bonnet, Melexis' (EBR:MELE) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Mar 23Melexis NV's (EBR:MELE) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Melexis NV's ( EBR:MELE ) price-to-earnings (or "P/E") ratio of 13.2x is worth a...分析記事 • Mar 09At €58.75, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw significant share price movement during...分析記事 • Feb 08Melexis NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that Melexis NV ( EBR:MELE ) filed its annual result this time last week. The early...Reported Earnings • Feb 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Feb 07+ 1 more updateMelexis Nv Proposes Final Dividend for 2024The Board of Directors of Melexis NV approved on February 3, 2025 to propose to the Annual Shareholders' Meeting to pay out over the result of 2024, a total dividend of EUR 3.7 gross per share. This amount contains an interim dividend of EUR 1.3 per share, which was paid in October '24 and a final dividend of EUR 2.4 per share, which will be payable after approval of the Annual Shareholders' Meeting. The Melexis shares will start trading ex coupon on May 2025 and the record date is May 21, 2025.Price Target Changed • Feb 06Price target decreased by 7.1% to €70.27Down from €75.64, the current price target is an average from 11 analysts. New target price is 30% above last closing price of €54.25. Stock is down 33% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.分析記事 • Feb 04Is Melexis (EBR:MELE) 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 • Jan 08Is Melexis NV (EBR:MELE) Trading At A 44% Discount?Key Insights Melexis' estimated fair value is €104 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Dec 26Melexis (EBR:MELE) Knows How To Allocate Capital EffectivelyWhat 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 29Improved Earnings Required Before Melexis NV (EBR:MELE) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 11.3x Melexis NV ( EBR:MELE ) may be sending bullish signals at the...Price Target Changed • Nov 14Price target decreased by 10% to €77.55Down from €86.29, the current price target is an average from 11 analysts. New target price is 34% above last closing price of €57.80. Stock is down 29% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.Price Target Changed • Nov 03Price target decreased by 7.3% to €83.56Down from €90.11, the current price target is an average from 11 analysts. New target price is 39% above last closing price of €59.95. Stock is down 18% over the past year. The company is forecast to post earnings per share of €4.47 for next year compared to €5.18 last year.Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: €1.27 (down from €1.41 in 3Q 2023). Revenue: €247.9m (flat on 3Q 2023). Net income: €51.2m (down 10.0% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.分析記事 • Oct 31These 4 Measures Indicate That Melexis (EBR:MELE) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 30+ 3 more updatesMelexis NV to Report Q3, 2025 Results on Oct 29, 2025Melexis NV announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 29, 2025分析記事 • Oct 11Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €0.91 per share on the 17th of...Declared Dividend • Oct 10First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 15th October 2024 Payment date: 17th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 01Should You Think About Buying Melexis NV (EBR:MELE) Now?Melexis NV ( EBR:MELE ), might not be a large cap stock, but it received a lot of attention from a substantial price...Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Marc Biron was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Aug 31Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsMelexis NV's ( EBR:MELE ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...分析記事 • Aug 19There's Reason For Concern Over Melexis NV's (EBR:MELE) PriceWith a median price-to-earnings (or "P/E") ratio of close to 16x in Belgium, you could be forgiven for feeling...分析記事 • Aug 02Earnings Update: Melexis NV (EBR:MELE) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsMelexis NV ( EBR:MELE ) last week reported its latest quarterly results, which makes it a good time for investors to...Reported Earnings • Aug 02Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: €1.21 (down from €1.28 in 2Q 2023). Revenue: €245.7m (up 3.8% from 2Q 2023). Net income: €49.1m (down 5.5% from 2Q 2023). Profit margin: 20% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Jul 04A Look At The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €83.32 based on 2 Stage Free Cash Flow to Equity With €82.70 share price...分析記事 • Jun 20Is There Now An Opportunity In Melexis NV (EBR:MELE)?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw a decent share price growth of 19% on the...分析記事 • Jun 07Melexis (EBR:MELE) Knows How To Allocate CapitalWhat 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 • May 22Melexis (EBR:MELE) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 08Shareholders Will Probably Be Cautious Of Increasing Melexis NV's (EBR:MELE) CEO Compensation At The MomentKey Insights Melexis' Annual General Meeting to take place on 14th of May Total pay for CEO Marc Biron includes €381.7k...Upcoming Dividend • May 08Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of Belgian dividend payers (6.9%). Higher than average of industry peers (0.8%).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €82.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (55% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change).Reported Earnings • Apr 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.19 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Mar 27Calculating The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €81.96 based on 2 Stage Free Cash Flow to Equity With €75.45 share price...分析記事 • Mar 14At €78.60, Is Melexis NV (EBR:MELE) Worth Looking At Closely?Melexis NV ( EBR:MELE ), is not the largest company out there, but it received a lot of attention from a substantial...分析記事 • Feb 28Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Feb 15Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Melexis NV ( EBR:MELE ) were solid, but the stock didn't move as much as we expected. We...Declared Dividend • Feb 11Final dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.18 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 07Melexis NV, Annual General Meeting, May 14, 2024Melexis NV, Annual General Meeting, May 14, 2024.分析記事 • Jan 02Melexis (EBR:MELE) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 09What Does Melexis NV's (EBR:MELE) Share Price Indicate?Melexis NV ( EBR:MELE ), is not the largest company out there, but it led the ENXTBR gainers with a relatively large...分析記事 • Nov 27Here's Why Melexis (EBR:MELE) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 15Melexis (EBR:MELE) Knows How To Allocate CapitalIf 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 03Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €88.88 based on 2 Stage Free Cash Flow to Equity With €72.30 share price...Buying Opportunity • Oct 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €87.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period.Reported Earnings • Oct 26Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: €1.41 (up from €1.21 in 3Q 2022). Revenue: €248.6m (up 13% from 3Q 2022). Net income: €56.8m (up 17% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 26+ 3 more updatesMelexis NV to Report Q2, 2024 Results on Jul 31, 2024Melexis NV announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Jul 31, 2024分析記事 • Oct 10Melexis' (EBR:MELE) Dividend Will Be €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...Upcoming Dividend • Oct 10Upcoming dividend of €0.91 per share at 4.3% yieldEligible shareholders must have bought the stock before 17 October 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of Belgian dividend payers (7.8%). Higher than average of industry peers (1.0%).分析記事 • Sep 26Melexis (EBR:MELE) Is Due To Pay A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...分析記事 • Sep 17Does Melexis (EBR:MELE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...業績と収益の成長予測ENXTBR:MELE - 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12/31/20281,0101821932531312/31/20279351551862391412/31/2026853120228268143/31/2026843111166199N/A12/31/202584011397126N/A9/30/202582310893126N/A6/30/202585513295134N/A3/31/2025889143127169N/A12/31/2024933171120173N/A9/30/2024986203101169N/A6/30/202498720967150N/A3/31/2024978211-913N/A12/31/2023964209-923N/A9/30/2023938212-747N/A6/30/2023909204-2142N/A3/31/2023881199132184N/A12/31/2022836197148188N/A9/30/2022779178158194N/A6/30/2022722166124161N/A3/31/2022672152105140N/A12/31/2021644131103142N/A9/30/202162512295132N/A6/30/202158410092123N/A3/31/20215257680109N/A12/31/2020508697196N/A9/30/2020487617295N/A6/30/20204896181104N/A3/31/20205096775101N/A12/31/201948760N/A94N/A9/30/201950173N/A105N/A6/30/201952588N/A96N/A3/31/2019547101N/A98N/A12/31/2018569115N/A100N/A9/30/2018560114N/A78N/A6/30/2018541112N/A89N/A3/31/2018527114N/A106N/A12/31/2017512111N/A113N/A9/30/2017499109N/A116N/A6/30/2017486107N/A96N/A3/31/201747099N/A108N/A12/31/201645696N/A108N/A9/30/201643993N/A116N/A6/30/201642693N/A134N/A3/31/201641595N/A127N/A12/31/201540099N/A115N/A9/30/201538697N/A109N/A6/30/201537197N/A103N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MELEの予測収益成長率 (年間14.8% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: MELEの収益 ( 14.8% ) はBelgian市場 ( 13.8% ) 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: MELE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: MELEの収益 ( 6.8% ) Belgian市場 ( 7.2% ) よりも低い成長が予測されています。高い収益成長: MELEの収益 ( 6.8% ) 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: MELEの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 40.2 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance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2026/06/10 08:06終値2026/06/10 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Melexis NV 14 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。20 アナリスト機関Tammy QiuBerenbergTrion ReidBerenbergAnna PatriceBerenberg17 その他のアナリストを表示
Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.
Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.
分析記事 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...
分析記事 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...
Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.
Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.
Upcoming Dividend • May 12Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 19 May 2026. Payment date: 21 May 2026. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.8%. Lower than top quartile of Belgian dividend payers (6.3%). Higher than average of industry peers (0.6%).
Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.
Reported Earnings • Apr 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.
お知らせ • Apr 13Melexis NV, Annual General Meeting, May 12, 2026Melexis NV, Annual General Meeting, May 12, 2026, at 11:00 Romance Standard Time.
Buy Or Sell Opportunity • Mar 25Now 26% overvaluedOver the last 90 days, the stock has fallen 5.8% to €53.40. The fair value is estimated to be €42.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.
分析記事 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...
分析記事 • Feb 07Melexis (EBR:MELE) Has Affirmed Its Dividend Of €1.68Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 21st of May. This makes the...
New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Dividend yield: 6.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (5.6% average weekly change).
Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.
分析記事 • Jan 03Melexis NV's (EBR:MELE) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 21.7x Melexis NV ( EBR:MELE ) may be sending bearish signals at the...
New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 4.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Share price has been volatile over the past 3 months (4.3% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €60.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.58 per share.
分析記事 • Nov 28Does Melexis (EBR:MELE) 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 • Nov 15Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights The projected fair value for Melexis is €54.64 based on 2 Stage Free Cash Flow to Equity With €55.65 share...
New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Profit margins are more than 30% lower than last year (13% net profit margin).
Reported Earnings • Nov 02Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: €0.68 (down from €1.27 in 3Q 2024). Revenue: €215.3m (down 13% from 3Q 2024). Net income: €27.5m (down 46% from 3Q 2024). Profit margin: 13% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.0% to €65.20. The fair value is estimated to be €54.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 5.5%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Oct 29+ 3 more updatesMelexis NV to Report Fiscal Year 2026 Results on Feb 03, 2027Melexis NV announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Feb 03, 2027
分析記事 • Oct 23Returns On Capital At Melexis (EBR:MELE) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Oct 09Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91Melexis NV's ( EBR:MELE ) investors are due to receive a payment of €0.91 per share on 16th of October. This means the...
Declared Dividend • Oct 08First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 14th October 2025 Payment date: 16th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio) nor is it covered by cash flows (158% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 27% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
分析記事 • Sep 11At €66.95, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?While Melexis NV ( EBR:MELE ) might not have the largest market cap around , it saw a decent share price growth of 14...
分析記事 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €0.94 (down from €1.22 in 2Q 2024). Revenue: €211.6m (down 14% from 2Q 2024). Net income: €37.8m (down 23% from 2Q 2024). Profit margin: 18% (down from 20% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.
分析記事 • Jul 09Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.
分析記事 • Jun 26Is Melexis (EBR:MELE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • May 16Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 6.1%. Lower than top quartile of Belgian dividend payers (6.6%). Higher than average of industry peers (1.0%).
分析記事 • May 13Earnings Not Telling The Story For Melexis NV (EBR:MELE) After Shares Rise 32%Melexis NV ( EBR:MELE ) shareholders would be excited to see that the share price has had a great month, posting a 32...
分析記事 • May 07Shareholders May Be Wary Of Increasing Melexis NV's (EBR:MELE) CEO Compensation PackageKey Insights Melexis to hold its Annual General Meeting on 13th of May Total pay for CEO Marc Biron includes €385.0k...
分析記事 • May 04Melexis (EBR:MELE) Is Due To Pay A Dividend Of €1.68The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 22nd of May...
Declared Dividend • May 02Dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 20th May 2025 Payment date: 22nd May 2025 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Melexis NV, Annual General Meeting, May 13, 2025Melexis NV, Annual General Meeting, May 13, 2025, at 11:00 Romance Standard Time.
分析記事 • Apr 06Under The Bonnet, Melexis' (EBR:MELE) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Mar 23Melexis NV's (EBR:MELE) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Melexis NV's ( EBR:MELE ) price-to-earnings (or "P/E") ratio of 13.2x is worth a...
分析記事 • Mar 09At €58.75, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw significant share price movement during...
分析記事 • Feb 08Melexis NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that Melexis NV ( EBR:MELE ) filed its annual result this time last week. The early...
Reported Earnings • Feb 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Feb 07+ 1 more updateMelexis Nv Proposes Final Dividend for 2024The Board of Directors of Melexis NV approved on February 3, 2025 to propose to the Annual Shareholders' Meeting to pay out over the result of 2024, a total dividend of EUR 3.7 gross per share. This amount contains an interim dividend of EUR 1.3 per share, which was paid in October '24 and a final dividend of EUR 2.4 per share, which will be payable after approval of the Annual Shareholders' Meeting. The Melexis shares will start trading ex coupon on May 2025 and the record date is May 21, 2025.
Price Target Changed • Feb 06Price target decreased by 7.1% to €70.27Down from €75.64, the current price target is an average from 11 analysts. New target price is 30% above last closing price of €54.25. Stock is down 33% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.
分析記事 • Feb 04Is Melexis (EBR:MELE) 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 • Jan 08Is Melexis NV (EBR:MELE) Trading At A 44% Discount?Key Insights Melexis' estimated fair value is €104 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Dec 26Melexis (EBR:MELE) Knows How To Allocate Capital EffectivelyWhat 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 29Improved Earnings Required Before Melexis NV (EBR:MELE) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 11.3x Melexis NV ( EBR:MELE ) may be sending bullish signals at the...
Price Target Changed • Nov 14Price target decreased by 10% to €77.55Down from €86.29, the current price target is an average from 11 analysts. New target price is 34% above last closing price of €57.80. Stock is down 29% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.
Price Target Changed • Nov 03Price target decreased by 7.3% to €83.56Down from €90.11, the current price target is an average from 11 analysts. New target price is 39% above last closing price of €59.95. Stock is down 18% over the past year. The company is forecast to post earnings per share of €4.47 for next year compared to €5.18 last year.
Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: €1.27 (down from €1.41 in 3Q 2023). Revenue: €247.9m (flat on 3Q 2023). Net income: €51.2m (down 10.0% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
分析記事 • Oct 31These 4 Measures Indicate That Melexis (EBR:MELE) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 30+ 3 more updatesMelexis NV to Report Q3, 2025 Results on Oct 29, 2025Melexis NV announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 29, 2025
分析記事 • Oct 11Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €0.91 per share on the 17th of...
Declared Dividend • Oct 10First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 15th October 2024 Payment date: 17th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 01Should You Think About Buying Melexis NV (EBR:MELE) Now?Melexis NV ( EBR:MELE ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Marc Biron was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Aug 31Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsMelexis NV's ( EBR:MELE ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...
分析記事 • Aug 19There's Reason For Concern Over Melexis NV's (EBR:MELE) PriceWith a median price-to-earnings (or "P/E") ratio of close to 16x in Belgium, you could be forgiven for feeling...
分析記事 • Aug 02Earnings Update: Melexis NV (EBR:MELE) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsMelexis NV ( EBR:MELE ) last week reported its latest quarterly results, which makes it a good time for investors to...
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: €1.21 (down from €1.28 in 2Q 2023). Revenue: €245.7m (up 3.8% from 2Q 2023). Net income: €49.1m (down 5.5% from 2Q 2023). Profit margin: 20% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Jul 04A Look At The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €83.32 based on 2 Stage Free Cash Flow to Equity With €82.70 share price...
分析記事 • Jun 20Is There Now An Opportunity In Melexis NV (EBR:MELE)?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw a decent share price growth of 19% on the...
分析記事 • Jun 07Melexis (EBR:MELE) Knows How To Allocate CapitalWhat 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 • May 22Melexis (EBR:MELE) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 08Shareholders Will Probably Be Cautious Of Increasing Melexis NV's (EBR:MELE) CEO Compensation At The MomentKey Insights Melexis' Annual General Meeting to take place on 14th of May Total pay for CEO Marc Biron includes €381.7k...
Upcoming Dividend • May 08Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of Belgian dividend payers (6.9%). Higher than average of industry peers (0.8%).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €82.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (55% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change).
Reported Earnings • Apr 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.19 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Mar 27Calculating The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €81.96 based on 2 Stage Free Cash Flow to Equity With €75.45 share price...
分析記事 • Mar 14At €78.60, Is Melexis NV (EBR:MELE) Worth Looking At Closely?Melexis NV ( EBR:MELE ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 • Feb 28Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Feb 15Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Melexis NV ( EBR:MELE ) were solid, but the stock didn't move as much as we expected. We...
Declared Dividend • Feb 11Final dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.18 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 07Melexis NV, Annual General Meeting, May 14, 2024Melexis NV, Annual General Meeting, May 14, 2024.
分析記事 • Jan 02Melexis (EBR:MELE) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 09What Does Melexis NV's (EBR:MELE) Share Price Indicate?Melexis NV ( EBR:MELE ), is not the largest company out there, but it led the ENXTBR gainers with a relatively large...
分析記事 • Nov 27Here's Why Melexis (EBR:MELE) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Nov 15Melexis (EBR:MELE) Knows How To Allocate CapitalIf 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 03Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €88.88 based on 2 Stage Free Cash Flow to Equity With €72.30 share price...
Buying Opportunity • Oct 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €87.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period.
Reported Earnings • Oct 26Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: €1.41 (up from €1.21 in 3Q 2022). Revenue: €248.6m (up 13% from 3Q 2022). Net income: €56.8m (up 17% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 26+ 3 more updatesMelexis NV to Report Q2, 2024 Results on Jul 31, 2024Melexis NV announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Jul 31, 2024
分析記事 • Oct 10Melexis' (EBR:MELE) Dividend Will Be €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...
Upcoming Dividend • Oct 10Upcoming dividend of €0.91 per share at 4.3% yieldEligible shareholders must have bought the stock before 17 October 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of Belgian dividend payers (7.8%). Higher than average of industry peers (1.0%).
分析記事 • Sep 26Melexis (EBR:MELE) Is Due To Pay A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...
分析記事 • Sep 17Does Melexis (EBR:MELE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...