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Proximus PLCENXTBR:PROX 株式レポート

時価総額 €2.1b
株価
€6.61
€8
17.4% 割安 内在価値ディスカウント
1Y1.0%
7D1.5%
ポートフォリオ価値
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Proximus PLC

ENXTBR:PROX 株式レポート

時価総額:€2.1b

Proximus(PROX)株式概要

プロキシマスPLCは、ベルギー国内外でデジタルサービスとコミュニケーションソリューションを提供しています。 詳細

PROX 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0/6
過去の実績1/6
財務の健全性2/6
配当金4/6

PROX Community Fair Values

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See what 82 others think this stock is worth. Follow their fair value or set your own to get alerts.

Proximus PLC 競合他社

価格と性能

株価の高値、安値、推移の概要Proximus
過去の株価
現在の株価€6.61
52週高値€8.77
52週安値€6.32
ベータ0.40
1ヶ月の変化-6.84%
3ヶ月変化-17.59%
1年変化0.99%
3年間の変化-12.93%
5年間の変化-61.11%
IPOからの変化-74.27%

最新ニュース

ナラティブ更新 Apr 24

PROX: Overweight View Will Hinge On 2026 Governance And Strategy Meetings

Analysts have made a small adjustment to their fair value estimate for Proximus to €8.11, reflecting slightly updated assumptions on discount rate, profit margin and future P/E that leave the overall valuation view broadly unchanged. What's in the News Proximus has scheduled a Special or Extraordinary Shareholders Meeting for April 15, 2026 at 09:30 Romance Standard Time, which may cover key corporate decisions affecting the capital structure or governance (Key Developments).
ナラティブ更新 Apr 10

PROX: Overweight View Will Rely On Upcoming Strategy Update For Upside

The analyst price target for Proximus has been nudged slightly lower to reflect an updated fair value of about €8.12 per share, compared with about €8.15 previously, as analysts factor in more cautious assumptions on revenue growth, profit margins, and a modestly higher future P/E multiple. What's in the News Proximus has scheduled a Special or Extraordinary Shareholders Meeting for April 15, 2026, at 09:30 Romance Standard Time.
ナラティブ更新 Mar 25

PROX: Overweight View Will Rely On Revised P/E Assumptions For Upside

Analysts have inched up their price target on Proximus to €10.90 from €10.88, reflecting updated assumptions on fair value, discount rates, revenue growth, profit margins and future price-to-earnings (P/E) expectations. Analyst Commentary JPMorgan has nudged its price target slightly higher to €10.90 and kept an Overweight rating, which points to a generally supportive stance on Proximus, while still highlighting areas investors may want to watch closely.

Recent updates

ナラティブ更新 Apr 24

PROX: Overweight View Will Hinge On 2026 Governance And Strategy Meetings

Analysts have made a small adjustment to their fair value estimate for Proximus to €8.11, reflecting slightly updated assumptions on discount rate, profit margin and future P/E that leave the overall valuation view broadly unchanged. What's in the News Proximus has scheduled a Special or Extraordinary Shareholders Meeting for April 15, 2026 at 09:30 Romance Standard Time, which may cover key corporate decisions affecting the capital structure or governance (Key Developments).
ナラティブ更新 Apr 10

PROX: Overweight View Will Rely On Upcoming Strategy Update For Upside

The analyst price target for Proximus has been nudged slightly lower to reflect an updated fair value of about €8.12 per share, compared with about €8.15 previously, as analysts factor in more cautious assumptions on revenue growth, profit margins, and a modestly higher future P/E multiple. What's in the News Proximus has scheduled a Special or Extraordinary Shareholders Meeting for April 15, 2026, at 09:30 Romance Standard Time.
ナラティブ更新 Mar 25

PROX: Overweight View Will Rely On Revised P/E Assumptions For Upside

Analysts have inched up their price target on Proximus to €10.90 from €10.88, reflecting updated assumptions on fair value, discount rates, revenue growth, profit margins and future price-to-earnings (P/E) expectations. Analyst Commentary JPMorgan has nudged its price target slightly higher to €10.90 and kept an Overweight rating, which points to a generally supportive stance on Proximus, while still highlighting areas investors may want to watch closely.
ナラティブ更新 Mar 06

PROX: Overweight Stance And Refined Assumptions Will Shape Measured Return Outlook

Analysts have nudged their price target for Proximus slightly higher to €10.90 from €10.88, reflecting updated views on revenue growth assumptions, profit margins, and a modest recalibration of the discount rate and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the lift in the target price to €10.90 as a sign that their updated revenue and margin assumptions still support upside potential versus current trading levels.
ナラティブ更新 Feb 20

PROX: Overweight View And Fine Tuned Assumptions Will Shape Balanced Return Expectations

Narrative Update on Proximus The analyst price target for Proximus has been adjusted slightly higher from €10.88 to €10.90, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent commentary around Proximus is fairly incremental, with the price target move from €10.88 to €10.90 reflecting fine tuning of assumptions rather than a major shift in view.
ナラティブ更新 Feb 14

8.2939: The "US Dollar" Multiplier

U.S. mega-cap tech is seeking European "value" stocks as part of a broader global story. U.S. capital is rotating out of high-valuation tech and a soft dollar, seeking refuge in high-yield European and Asian assets.
ナラティブ更新 Feb 13

8.1776: Clocks ticking

27 February 2026 – 07:00 CET... is coming.
ナラティブ更新 Feb 06

PROX: Overweight Stance And Refined Assumptions Will Guide Measured Future Upside Potential

Analysts have nudged their price target for Proximus slightly higher to €10.90 from €10.88, citing updated assumptions around discount rates, revenue, profit margins and future P/E expectations. Analyst Commentary Bullish Takeaways The small lift in the price target to €10.90 signals that bullish analysts are comfortable refining their models rather than making sweeping changes, which can suggest a more measured view of valuation.
ナラティブ更新 Feb 06

7.9982: The Sovereign Anchor is Set

Look deeper, sleepy, did you miss the variable? Disclaimer: This is not financial advice.
ナラティブ更新 Feb 03

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Silent war between giants: liquidity regime shift detected Feb 27 is coming On 03/02/2026 , Proximus executed 904,248 shares on Euronext Brussels, nearly 4× recent average volume , while price advanced and held above the prior resistance zone (~€7.70). This was not momentum chasing.
ナラティブ更新 Jan 29

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Forget Telecom — Proximus: Europe’s Embedded Cyber Infrastructure Partner Proximus has transformed into a mission-critical, contract-backed partner for NATO, Belgium , and the Defence Cyber Force , with long-term revenue locked in for 7–8 years. It is now deeply embedded in national and alliance digital operations , operationally significant, and positioned for measured, low-risk expansion.
ナラティブ更新 Jan 28

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Proximus Stock: Watch the Tide Closely Market surfers are watching potential big waves on the horizon around 2027–2029 , where currents could shift, and liquidity might rise like a tide. For those scanning the swell carefully, the offshore tide is clearly gathering strength, and the surge could be significant.
ナラティブ更新 Jan 23

PROX: Overweight Rating And Refined Assumptions Will Shape Measured Upside Case

Narrative Update: Proximus Analysts have inched their price target on Proximus up by €0.02 to €10.90, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E that align with recent Street research. Analyst Commentary JPMorgan's move to lift its price target on Proximus to €10.90, while maintaining an Overweight stance, gives you a sense of how at least one major house is framing the risk and reward here.
分析記事 Jan 21

Capital Allocation Trends At Proximus (EBR:PROX) Aren't Ideal

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...
ナラティブ更新 Jan 09

PROX: Updated Discount Rate And Overweight Stance Will Support Future Repricing Potential

Narrative Update on Proximus Analysts have slightly increased their average price target for Proximus by €0.02 to €10.90, citing updated fair value and discount rate assumptions that align with recent research changes. Analyst Commentary The modest move in the average price target to €10.90, including the slight adjustment from €10.88 by JPMorgan, gives you a clearer sense of how analysts are balancing potential upside with execution risks at Proximus.
分析記事 Dec 31

Is Proximus (EBR:PROX) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
ナラティブ更新 Dec 17

PROX: Improved Cash Generation Will Support Greater Financial Resilience Amid Fiber Execution

Analysts have reduced their price target on Proximus by approximately €0.06 per share, reflecting slightly lower expectations for long term revenue growth and margins, while maintaining a broadly stable view on future valuation multiples. Analyst Commentary Analysts characterize the modest target cut as a fine tuning of assumptions rather than a reset of the Proximus equity story, with views remaining balanced between execution opportunities and structural headwinds.
ナラティブ更新 Nov 16

PROX: Improved Profit Margins Will Support Greater Financial Resilience Ahead

The analyst price target for Proximus has been modestly increased from €8.18 to €8.19. This change reflects updated forecasts from analysts who now anticipate stronger revenue growth and slightly improved profit margins.
ナラティブ更新 Nov 03

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Guided by veteran pilots with a track record of delivering results , Proximus appears ready to steer through its next phase, maintaining control as it adjusts course toward efficiency and sustainable growth. * Proximus increases prices by €2–€4 per month starting January 1, 2026 * Proximus Global CEO: Mr. Seçkin Arikan starts on November 1st, 2025 * IPO momentum builds in Benelux telecom, 14 October 2025 * Why only 11% of Belgians use fibre technology, 14 October 2025 * Proximus Global CEO: Mr. Seçkin Arikan starts on November 1st, 2025: "I look forward to working with the talented teams around the world to drive innovation in digital communications, enhance customer experiences, and deliver sustainable growth.
ナラティブ更新 Nov 01

PROX: Measured Outlook Will Weigh On Upside Potential Despite Fair Value

Analysts have revised their price target for Proximus, maintaining fair value near €8.18. However, they caution that slower forecasted revenue growth and a higher discount rate point to more conservative expectations for future performance.
分析記事 Oct 31

Improved Earnings Required Before Proximus PLC (EBR:PROX) Shares Find Their Feet

Proximus PLC's ( EBR:PROX ) price-to-earnings (or "P/E") ratio of 4.2x might make it look like a strong buy right now...
ナラティブ更新 Oct 18

Fiber Network Expansion Will Attract Customers, But Competition From Digi May Squeeze Margins

Analysts have modestly increased their price target for Proximus. Factors such as a slightly higher discount rate and revised, softer expectations for revenue growth and profit margin have informed a new fair value estimate of €8.18 per share.
ナラティブ更新 Oct 15

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

"This is not financial advice. All views expressed are personal interpretations of publicly available information and are not predictions or recommendations." Two veteran jetfighter pilots.
ナラティブ更新 Oct 14

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Antonietta Mastroianni, Digital & IT Lead, has decided to leave Proximus IPO momentum builds in Benelux telecom Why only 11% of Belgians use fibre technology "This is not financial advice. All views expressed are personal interpretations of publicly available information."
ナラティブ更新 Oct 07

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

No time for coffee, we’ve left the harbor. Proximus Global is not sailing; it’s taxiing down the runway.
ナラティブ更新 Oct 04

Fiber Network Expansion Will Attract Customers, But Competition From Digi May Squeeze Margins

Analysts have lowered their price target for Proximus from €8.36 to €8.18. They cite concerns about decelerating revenue growth and a slightly higher discount rate reflected in recent research updates.
ナラティブ更新 Sep 18

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Proximus Global CEO: Mr. Seçkin Arikan starts on November 1st. 2025 Cockpit crew incoming, turbos and nitrous about to engage.
分析記事 Jul 28

Proximus PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Proximus PLC ( EBR:PROX ) shareholders are probably feeling a little disappointed, since its shares fell 8.4% to €7.43...
分析記事 Jul 25

Lacklustre Performance Is Driving Proximus PLC's (EBR:PROX) Low P/E

With a price-to-earnings (or "P/E") ratio of 5.5x Proximus PLC ( EBR:PROX ) may be sending very bullish signals at the...
分析記事 Jul 03

Here's Why Proximus (EBR:PROX) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 May 21

📈 HIMS' Asymmetric Opportunity, JIN’s Overlooked Strengths, and PROX's Possible Re-Rating

This week’s picks cover: why Hims & Hers Health’s personalised healthcare platform has huge operating leverage, how Jumbo Interactive’s strong fundamentals and profitability provide solid income and growth, and why a re-rating of Proximus could deliver returns vastly outperforming the S&P500.
分析記事 Apr 23

Calculating The Intrinsic Value Of Proximus PLC (EBR:PROX)

Key Insights The projected fair value for Proximus is €5.74 based on 2 Stage Free Cash Flow to Equity With €6.74 share...
分析記事 Apr 05

Proximus (EBR:PROX) May Have Issues Allocating Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
新しいナラティブ Mar 27

Proximus Q4 2024: Solid Performance Amidst Competition and Leadership Transition

Scarlet (2008): In 2008, Belgacom (later rebranded as Proximus in 2014) acquired Scarlet NV, a Belgian telecom operator focused on low-cost services.
分析記事 Mar 12

Proximus PLC (EBR:PROX) Stock Catapults 25% Though Its Price And Business Still Lag The Market

The Proximus PLC ( EBR:PROX ) share price has done very well over the last month, posting an excellent gain of 25%. Not...
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新しいナラティブ Mar 02

Future Cost Savings And A €100 Million Cybersecurity Deal May Benefit Earnings, But Competition From Digi Poses Risks

Strategic cost-efficiency and automation efforts are expected to improve net margins and earnings, despite cost pressures.
分析記事 Feb 14

Is Proximus (EBR:PROX) A Risky Investment?

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 03

The Returns On Capital At Proximus (EBR:PROX) Don't Inspire Confidence

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 Nov 20

Proximus PLC's (EBR:PROX) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 4.7x Proximus PLC ( EBR:PROX ) may be sending very bullish signals at the...
分析記事 Oct 21

Are Proximus PLC (EBR:PROX) Investors Paying Above The Intrinsic Value?

Key Insights Proximus' estimated fair value is €4.96 based on 2 Stage Free Cash Flow to Equity Proximus is estimated to...
分析記事 Aug 20

There Are Reasons To Feel Uneasy About Proximus' (EBR:PROX) Returns On Capital

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 Jul 29

Proximus PLC Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

As you might know, Proximus PLC ( EBR:PROX ) just kicked off its latest second-quarter results with some very strong...
分析記事 Jul 19

Proximus (EBR:PROX) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jun 22

Lacklustre Performance Is Driving Proximus PLC's (EBR:PROX) Low P/E

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
分析記事 May 01

Earnings Beat: Proximus PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Last week, you might have seen that Proximus PLC ( EBR:PROX ) released its quarterly result to the market. The early...
分析記事 Apr 11

Should Shareholders Reconsider Proximus PLC's (EBR:PROX) CEO Compensation Package?

Key Insights Proximus to hold its Annual General Meeting on 17th of April Salary of €587.2k is part of CEO Guillaume...
分析記事 Feb 28

Proximus PLC (EBR:PROX) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders might have noticed that Proximus PLC ( EBR:PROX ) filed its annual result this time last week. The early...
分析記事 Jan 21

The Returns On Capital At Proximus (EBR:PROX) Don't Inspire Confidence

What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...
分析記事 Jan 03

Benign Growth For Proximus PLC (EBR:PROX) Underpins Its Share Price

Proximus PLC's ( EBR:PROX ) price-to-earnings (or "P/E") ratio of 8.1x might make it look like a buy right now compared...
分析記事 Oct 23

These 4 Measures Indicate That Proximus (EBR:PROX) Is Using Debt Extensively

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 Oct 01

These Return Metrics Don't Make Proximus (EBR:PROX) Look Too Strong

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...

株主還元

PROXBE TelecomBE 市場
7D1.5%2.2%5.6%
1Y1.0%4.5%24.9%

業界別リターン: PROX過去 1 年間で4.5 % の収益を上げたBelgian Telecom業界を下回りました。

リターン対市場: PROXは、過去 1 年間で24.9 % のリターンを上げたBelgian市場を下回りました。

価格変動

Is PROX's price volatile compared to industry and market?
PROX volatility
PROX Average Weekly Movement5.8%
Telecom Industry Average Movement4.0%
Market Average Movement4.3%
10% most volatile stocks in BE Market7.1%
10% least volatile stocks in BE Market2.7%

安定した株価: PROXの株価は、 Belgian市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: PROXの weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてBelgianの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
193012,790Stijn Bijnenswww.proximus.com

プロキシマスPLCは、ベルギー国内外でデジタルサービスとコミュニケーション・ソリューションを提供している。国内セグメントと国際セグメントを通じて事業を展開している。固定・移動電話、インターネット、テレビサービスを一般家庭や中小企業に、ICTサービスを一般家庭、企業、通信卸売市場に提供している。また、ネットワーキング、クラウド、サイバーセキュリティ、ビジネスアプリケーション、データおよび人工知能サービスを統合したマネージドおよびプラットフォームサービスを提供している。また、インターネットブランド、デジタルチャンピオン、クラウドネイティブビジネス向けに、国際配送認証とデジタルIDサービスを提供している。Proximus、Scarlet、Mobile Vikings、Proximus+、Pickx、Doktr、4411、Proximus NXT IT、Codit、ClearMedia、Be-Mobile、Davinsi Labs、Proximus Ada、Fiberklaar、Unifiber、GoFiber、MWingz、ConnectImmo、Proximus Media House、Tango、Telindus、Telindus Netherlandsのブランドで製品とサービスを提供している。同社は以前はBelgacom SAとして知られ、2015年6月にProximus PLCに社名を変更した。同社は1930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。

Proximus PLC 基礎のまとめ

Proximus の収益と売上を時価総額と比較するとどうか。
PROX 基礎統計学
時価総額€2.12b
収益(TTM)€398.00m
売上高(TTM)€6.25b
5.4x
PER(株価収益率
0.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
PROX 損益計算書(TTM)
収益€6.25b
売上原価€3.78b
売上総利益€2.47b
その他の費用€2.07b
収益€398.00m

直近の収益報告

Dec 31, 2025

次回決算日

May 13, 2026

一株当たり利益(EPS)1.23
グロス・マージン39.53%
純利益率6.37%
有利子負債/自己資本比率102.1%

PROX 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

9.1%
現在の配当利回り
49%
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2026/05/08 19:06
終値2026/05/08 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

Proximus PLC 11 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。23

アナリスト機関
Jonathan DannBarclays
Ganesha NageshaBarclays
Paul SidneyBerenberg