View Valuationlastminute.com 将来の成長Future 基準チェック /56lastminute.com利益と収益がそれぞれ年間25%と8.1%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31.1% 25.1%なると予測されています。主要情報25.0%収益成長率25.13%EPS成長率Hospitality 収益成長20.7%収益成長率8.1%将来の株主資本利益率31.15%アナリストカバレッジLow最終更新日20 May 2026今後の成長に関する最新情報Major Estimate Revision • Dec 12Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.06 to €0.80. Revenue forecast unchanged from €353.4m at last update. Net income forecast to grow 92% next year vs 7.4% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF19.88 unchanged from last update. Share price rose 5.4% to CHF12.60 over the past week.Major Estimate Revision • Aug 22Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.73 to €1.48. Revenue forecast unchanged from €353.1m at last update. Net income forecast to grow 38% next year vs 18% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF20.08 unchanged from last update. Share price was steady at CHF15.50 over the past week.Major Estimate Revision • Nov 13Consensus EPS estimates increase by 119%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.64 to €1.40. Revenue forecast unchanged at €318.0m. Net income forecast to grow 29% next year vs 30% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF25.97 to CHF25.02. Share price was steady at CHF17.28 over the past week.Major Estimate Revision • Jul 10Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €353.4m to €318.0m. EPS estimate fell from €1.15 to €0.64 per share. Net income forecast to shrink 3.7% next year vs 36% growth forecast for Hospitality industry in Switzerland . Consensus price target down from CHF30.70 to CHF26.00. Share price fell 8.7% to CHF18.72 over the past week.すべての更新を表示Recent updatesNew Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 6.3% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (3.2% net profit margin).Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.62 (vs €0.61 in 1Q 2025)First quarter 2026 results: EPS: €0.62 (up from €0.61 in 1Q 2025). Revenue: €96.4m (up 8.1% from 1Q 2025). Net income: €6.60m (up 1.5% from 1Q 2025). Profit margin: 6.8% (down from 7.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.New Risk • Apr 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 5.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.2% net profit margin).分析記事 • Jan 09lastminute.com (VTX:LMN) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Dec 12Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.06 to €0.80. Revenue forecast unchanged from €353.4m at last update. Net income forecast to grow 92% next year vs 7.4% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF19.88 unchanged from last update. Share price rose 5.4% to CHF12.60 over the past week.分析記事 • Nov 14Some May Be Optimistic About lastminute.com's (VTX:LMN) Earningslastminute.com N.V.'s ( VTX:LMN ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: €0.18 (vs €0.54 in 3Q 2024)Third quarter 2025 results: EPS: €0.18 (down from €0.54 in 3Q 2024). Revenue: €101.3m (up 89% from 3Q 2024). Net income: €1.90m (down 67% from 3Q 2024). Profit margin: 1.9% (down from 11% in 3Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% 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 • Nov 08+ 2 more updateslastminute.com N.V. to Report Fiscal Year 2025 Results on Feb 12, 2026lastminute.com N.V. announced that they will report fiscal year 2025 results on Feb 12, 2026Major Estimate Revision • Aug 22Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.73 to €1.48. Revenue forecast unchanged from €353.1m at last update. Net income forecast to grow 38% next year vs 18% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF20.08 unchanged from last update. Share price was steady at CHF15.50 over the past week.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.12 (vs €0.71 in 2Q 2024)Second quarter 2025 results: EPS: €0.12 (down from €0.71 in 2Q 2024). Revenue: €93.4m (up 11% from 2Q 2024). Net income: €1.28m (down 83% from 2Q 2024). Profit margin: 1.4% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 25Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Swiss dividend payers (3.9%). Lower than average of industry peers (2.9%).分析記事 • May 21lastminute.com N.V.'s (VTX:LMN) Price Is Right But Growth Is Lacking After Shares Rocket 25%lastminute.com N.V. ( VTX:LMN ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...Reported Earnings • May 17First quarter 2025 earnings released: EPS: €0.61 (vs €0.47 in 1Q 2024)First quarter 2025 results: EPS: €0.61 (up from €0.47 in 1Q 2024). Revenue: €89.2m (up 9.6% from 1Q 2024). Net income: €6.50m (up 30% from 1Q 2024). Profit margin: 7.3% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.分析記事 • May 16Does lastminute.com (VTX:LMN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • May 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 6.7% 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 Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CHF15.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 54% over the past three years.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CHF12.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Hospitality industry in Europe. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF24.10 per share.Reported Earnings • Mar 31Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €1.47 (up from €0.65 in FY 2023). Revenue: €312.5m (down 1.5% from FY 2023). Net income: €15.7m (up 125% from FY 2023). Profit margin: 5.0% (up from 2.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.分析記事 • Feb 21lastminute.com's (VTX:LMN) Profits May Be Overstating Its True Earnings PotentialShareholders didn't seem to be thrilled with lastminute.com N.V.'s ( VTX:LMN ) recent earnings report, despite healthy...Reported Earnings • Feb 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €1.47 (up from €0.65 in FY 2023). Revenue: €189.0m (down 40% from FY 2023). Net income: €15.7m (up 126% from FY 2023). Profit margin: 8.3% (up from 2.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Major Estimate Revision • Nov 13Consensus EPS estimates increase by 119%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.64 to €1.40. Revenue forecast unchanged at €318.0m. Net income forecast to grow 29% next year vs 30% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF25.97 to CHF25.02. Share price was steady at CHF17.28 over the past week.Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: €0.54 (vs €0.26 in 3Q 2023)Third quarter 2024 results: EPS: €0.54 (up from €0.26 in 3Q 2023). Revenue: €53.6m (up 37% from 3Q 2023). Net income: €5.70m (up 104% from 3Q 2023). Profit margin: 11% (up from 7.2% in 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Nov 08+ 2 more updateslastminute.com N.V. to Report First Half, 2025 Results on Aug 07, 2025lastminute.com N.V. announced that they will report first half, 2025 results on Aug 07, 2025分析記事 • Oct 30Is It Time To Consider Buying lastminute.com N.V. (VTX:LMN)?lastminute.com N.V. ( VTX:LMN ), is not the largest company out there, but it received a lot of attention from a...Reported Earnings • Aug 13First half 2024 earnings released: EPS: €0.94 (vs €0.69 in 1H 2023)First half 2024 results: EPS: €0.94 (up from €0.69 in 1H 2023). Revenue: €162.8m (down 7.3% from 1H 2023). Net income: €9.99m (up 36% from 1H 2023). Profit margin: 6.1% (up from 4.2% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.分析記事 • Aug 12We Think lastminute.com (VTX:LMN) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 11This lastminute.com N.V. (VTX:LMN) Analyst Is Way More Bearish Than They Used To BeOne thing we could say about the covering analyst on lastminute.com N.V. ( VTX:LMN ) - they aren't optimistic, having...Major Estimate Revision • Jul 10Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €353.4m to €318.0m. EPS estimate fell from €1.15 to €0.64 per share. Net income forecast to shrink 3.7% next year vs 36% growth forecast for Hospitality industry in Switzerland . Consensus price target down from CHF30.70 to CHF26.00. Share price fell 8.7% to CHF18.72 over the past week.New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 92% Paying a dividend despite having no free cash flows.分析記事 • Apr 27Pinning Down lastminute.com N.V.'s (VTX:LMN) P/S Is Difficult Right NowWith a median price-to-sales (or "P/S") ratio of close to 1.1x in the Hospitality industry in Switzerland, you could be...Reported Earnings • Apr 04Full year 2023 earnings released: EPS: €0.65 (vs €1.37 loss in FY 2022)Full year 2023 results: EPS: €0.65 (up from €1.37 loss in FY 2022). Revenue: €327.9m (up 11% from FY 2022). Net income: €6.96m (up €21.1m from FY 2022). Profit margin: 2.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Feb 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (5.3% average weekly change).お知らせ • Jan 10+ 3 more updateslastminute.com N.V. to Report Fiscal Year 2023 Final Results on Apr 04, 2024lastminute.com N.V. announced that they will report fiscal year 2023 final results on Apr 04, 2024Reported Earnings • Aug 06First half 2023 earnings released: EPS: €0.69 (vs €1.37 in 1H 2022)First half 2023 results: EPS: €0.69 (down from €1.37 in 1H 2022). Revenue: €175.7m (up 13% from 1H 2022). Net income: €7.38m (down 50% from 1H 2022). Profit margin: 4.2% (down from 9.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 14Full year 2022 earnings released: €1.37 loss per share (vs €0.87 loss in FY 2021)Full year 2022 results: €1.37 loss per share (further deteriorated from €0.87 loss in FY 2021). Revenue: €294.4m (up 106% from FY 2021). Net loss: €15.2m (loss widened 58% from FY 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF24.20, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 20x in the Hospitality industry in Europe. Total returns to shareholders of 26% over the past three years.お知らせ • Jan 24lastminute.com N.V. to Report Fiscal Year 2022 Results on Feb 07, 2023lastminute.com N.V. announced that they will report fiscal year 2022 results on Feb 07, 2023Board Change • Dec 29Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). Independent Non-Executive Director Massimo Pedrazzini is the most experienced director on the board, commencing their role in 2021. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Dec 23+ 2 more updateslastminute.com N.V. to Report First Half, 2023 Results on Aug 03, 2023lastminute.com N.V. announced that they will report first half, 2023 results on Aug 03, 2023Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CHF19.80, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 20% share price gain to CHF25.65, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 19x in the Hospitality industry in Europe. Total loss to shareholders of 37% over the past three years.分析記事 • Oct 27Is lastminute.com (VTX:LMN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CHF16.16, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up €17.6m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 23%, compared to a 34% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • May 16lastminute.com N.V. to Report First Half, 2022 Results on Sep 09, 2022lastminute.com N.V. announced that they will report first half, 2022 results on Sep 09, 2022お知らせ • Feb 02+ 4 more updateslastminute.com N.V. to Report Fiscal Year 2021 Results on Feb 10, 2022lastminute.com N.V. announced that they will report fiscal year 2021 results on Feb 10, 2022Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €47.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% per annum over the last 3 years. Earnings per share has declined by 96% per annum over the last 3 years.分析記事 • Sep 22Health Check: How Prudently Does lastminute.com (VTX:LMN) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 09First half 2021 earnings released: €1.60 loss per share (vs €2.64 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: €52.8m (down 22% from 1H 2020). Net loss: €17.6m (loss narrowed 40% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.分析記事 • May 04At CHF39.20, Is It Time To Put lastminute.com N.V. (VTX:LMN) On Your Watch List?While lastminute.com N.V. ( VTX:LMN ) might not be the most widely known stock at the moment, it led the SWX gainers...分析記事 • Apr 01One Forecaster Is Now More Bearish On lastminute.com N.V. (VTX:LMN) Than They Used To BeThe latest analyst coverage could presage a bad day for lastminute.com N.V. ( VTX:LMN ), with the covering analyst...Reported Earnings • Mar 28Full year 2020 earnings released: €5.56 loss per share (vs €2.27 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €105.1m (down 70% from FY 2019). Net loss: €61.2m (down 345% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 25New 90-day high: CHF27.60The company is up 3.0% from its price of CHF26.90 on 27 November 2020. The Swiss market is also up 3.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Online Retail industry, which is up 8.0% over the same period.Executive Departure • Feb 20Non-Executive Chairman Ottonel Popesco has left the companyOn the 15th of February, Ottonel Popesco's tenure in the role of Non-Executive Chairman ended. We don't have any record of a personal shareholding under Ottonel's name. Ottonel is the only executive to leave the company over the last 12 months.お知らせ • Feb 18+ 1 more updatelastminute.com N.V. Announces Management Changeslm holding communicated the intention of Marco Corradino to not stand for re-election as lastminute.com N.V. Executive Board Member for the next 2021 mandate. The lm Group CEO Marco Corradino informed the Company's Board of Directors about his decision to step down from the role of Executive Director of lm holding and CEO of lm group. Such a decision derives from personal reasons and it will be effective after the lm holding Annual General Meeting (the "AGM"), to be held on the 22 June 2021. Andrea Bertoli, currently the Managing Director of the OTA business, has been appointed as Deputy CEO and will work next to Marco Corradino in order to manage the transition over the period.お知らせ • Feb 10+ 1 more updatelastminute.com N.V. to Report First Half, 2021 Results on Aug 04, 2021lastminute.com N.V. announced that they will report first half, 2021 results on Aug 04, 2021分析記事 • Jan 31lastminute.com (VTX:LMN) Shareholders Have Enjoyed An Impressive 126% Share Price Gainlastminute.com N.V. ( VTX:LMN ) shareholders might be concerned after seeing the share price drop 11% in the last...お知らせ • Jan 16lastminute.com N.V., Annual General Meeting, Jun 22, 2021lastminute.com N.V., Annual General Meeting, Jun 22, 2021.Is New 90 Day High Low • Jan 04New 90-day high: CHF27.10The company is up 46% from its price of CHF18.55 on 06 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 11% over the same period.分析記事 • Dec 09Is lastminute.com (VTX:LMN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Nov 13New 90-day high: CHF22.00The company is up 7.0% from its price of CHF20.60 on 14 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 10.0% over the same period.Is New 90 Day High Low • Oct 13New 90-day low: CHF18.00The company is down 19% from its price of CHF22.10 on 15 July 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 5.0% over the same period.お知らせ • Aug 31Bravofly B.V. announced that it has received funding from ArdianBravofly B.V. announced that it has received funding from new investor, Ardian on October 24, 2012.業績と収益の成長予測SWX:LMN - 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12/31/2028461275268212/31/2027430264764312/31/202639823435933/31/2026369121737N/A12/31/2025361123758N/A9/30/2025345101736N/A6/30/202533213-913N/A3/31/2025323201035N/A12/31/202431216126N/A9/30/202434613025N/A6/30/2024304104772N/A3/31/20243086-618N/A12/31/20233177-39-15N/A9/30/2023194-4-33-10N/A6/30/2023315-22-47-24N/A3/31/2023305-18425N/A12/31/2022294-145473N/A9/30/202227328197N/A6/30/202225219108120N/A3/31/202219735464N/A12/31/2021143-1308N/A9/30/2021113-321725N/A6/30/202183-503441N/A3/31/202194-55413N/A12/31/2020105-61-26-15N/A9/30/2020175-39-34-20N/A6/30/2020245-17-41-24N/A3/31/20202974723N/A12/31/201934925N/A71N/A9/30/201933423N/A63N/A6/30/201931822N/A55N/A3/31/201930416N/A46N/A12/31/201829110N/A37N/A9/30/20182822N/A34N/A6/30/2018273-6N/A31N/A3/31/2018266-6N/A21N/A12/31/2017259-6N/A11N/A9/30/2017259-2N/A19N/A6/30/20172593N/A27N/A3/31/20172605N/A17N/A12/31/20162627N/A6N/A9/30/2016261-1N/A-29N/A6/30/2016260-9N/A-64N/A3/31/2016255-14N/A-39N/A12/31/2015250-18N/A-14N/A9/30/2015224-9N/A19N/A6/30/20151980N/A53N/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: LMNの予測収益成長率 (年間25% ) は 貯蓄率 ( 0.6% ) を上回っています。収益対市場: LMNの収益 ( 25% ) はSwiss市場 ( 10.8% ) 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: LMNの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: LMNの収益 ( 8.1% ) Swiss市場 ( 4.9% ) よりも速いペースで成長すると予測されています。高い収益成長: LMNの収益 ( 8.1% ) 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: LMNの 自己資本利益率 は、3年後には高くなると予測されています ( 31.1 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-services 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2026/05/20 14:56終値2026/05/20 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lastminute.com N.V. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Volker BosseBaader Helvea Equity ResearchChristian ObstBaader Helvea Equity ResearchHans SalisHauck Aufhäuser Investment Banking6 その他のアナリストを表示
Major Estimate Revision • Dec 12Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.06 to €0.80. Revenue forecast unchanged from €353.4m at last update. Net income forecast to grow 92% next year vs 7.4% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF19.88 unchanged from last update. Share price rose 5.4% to CHF12.60 over the past week.
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.73 to €1.48. Revenue forecast unchanged from €353.1m at last update. Net income forecast to grow 38% next year vs 18% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF20.08 unchanged from last update. Share price was steady at CHF15.50 over the past week.
Major Estimate Revision • Nov 13Consensus EPS estimates increase by 119%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.64 to €1.40. Revenue forecast unchanged at €318.0m. Net income forecast to grow 29% next year vs 30% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF25.97 to CHF25.02. Share price was steady at CHF17.28 over the past week.
Major Estimate Revision • Jul 10Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €353.4m to €318.0m. EPS estimate fell from €1.15 to €0.64 per share. Net income forecast to shrink 3.7% next year vs 36% growth forecast for Hospitality industry in Switzerland . Consensus price target down from CHF30.70 to CHF26.00. Share price fell 8.7% to CHF18.72 over the past week.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 6.3% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (3.2% net profit margin).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.62 (vs €0.61 in 1Q 2025)First quarter 2026 results: EPS: €0.62 (up from €0.61 in 1Q 2025). Revenue: €96.4m (up 8.1% from 1Q 2025). Net income: €6.60m (up 1.5% from 1Q 2025). Profit margin: 6.8% (down from 7.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
New Risk • Apr 12New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.2% Last year net profit margin: 5.0% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.2% net profit margin).
分析記事 • Jan 09lastminute.com (VTX:LMN) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Dec 12Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.06 to €0.80. Revenue forecast unchanged from €353.4m at last update. Net income forecast to grow 92% next year vs 7.4% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF19.88 unchanged from last update. Share price rose 5.4% to CHF12.60 over the past week.
分析記事 • Nov 14Some May Be Optimistic About lastminute.com's (VTX:LMN) Earningslastminute.com N.V.'s ( VTX:LMN ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: €0.18 (vs €0.54 in 3Q 2024)Third quarter 2025 results: EPS: €0.18 (down from €0.54 in 3Q 2024). Revenue: €101.3m (up 89% from 3Q 2024). Net income: €1.90m (down 67% from 3Q 2024). Profit margin: 1.9% (down from 11% in 3Q 2024). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% 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 • Nov 08+ 2 more updateslastminute.com N.V. to Report Fiscal Year 2025 Results on Feb 12, 2026lastminute.com N.V. announced that they will report fiscal year 2025 results on Feb 12, 2026
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €1.73 to €1.48. Revenue forecast unchanged from €353.1m at last update. Net income forecast to grow 38% next year vs 18% growth forecast for Hospitality industry in Switzerland. Consensus price target of CHF20.08 unchanged from last update. Share price was steady at CHF15.50 over the past week.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.12 (vs €0.71 in 2Q 2024)Second quarter 2025 results: EPS: €0.12 (down from €0.71 in 2Q 2024). Revenue: €93.4m (up 11% from 2Q 2024). Net income: €1.28m (down 83% from 2Q 2024). Profit margin: 1.4% (down from 8.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 25Upcoming dividend of €0.41 per shareEligible shareholders must have bought the stock before 02 July 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Swiss dividend payers (3.9%). Lower than average of industry peers (2.9%).
分析記事 • May 21lastminute.com N.V.'s (VTX:LMN) Price Is Right But Growth Is Lacking After Shares Rocket 25%lastminute.com N.V. ( VTX:LMN ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Reported Earnings • May 17First quarter 2025 earnings released: EPS: €0.61 (vs €0.47 in 1Q 2024)First quarter 2025 results: EPS: €0.61 (up from €0.47 in 1Q 2024). Revenue: €89.2m (up 9.6% from 1Q 2024). Net income: €6.50m (up 30% from 1Q 2024). Profit margin: 7.3% (up from 6.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
分析記事 • May 16Does lastminute.com (VTX:LMN) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • May 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 6.7% 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 Dividend is not well covered by cash flows (dividend per share is over 9x cash flows per share). Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CHF15.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 54% over the past three years.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CHF12.20, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Hospitality industry in Europe. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF24.10 per share.
Reported Earnings • Mar 31Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €1.47 (up from €0.65 in FY 2023). Revenue: €312.5m (down 1.5% from FY 2023). Net income: €15.7m (up 125% from FY 2023). Profit margin: 5.0% (up from 2.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
分析記事 • Feb 21lastminute.com's (VTX:LMN) Profits May Be Overstating Its True Earnings PotentialShareholders didn't seem to be thrilled with lastminute.com N.V.'s ( VTX:LMN ) recent earnings report, despite healthy...
Reported Earnings • Feb 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €1.47 (up from €0.65 in FY 2023). Revenue: €189.0m (down 40% from FY 2023). Net income: €15.7m (up 126% from FY 2023). Profit margin: 8.3% (up from 2.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Nov 13Consensus EPS estimates increase by 119%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.64 to €1.40. Revenue forecast unchanged at €318.0m. Net income forecast to grow 29% next year vs 30% growth forecast for Hospitality industry in Switzerland. Consensus price target down from CHF25.97 to CHF25.02. Share price was steady at CHF17.28 over the past week.
Reported Earnings • Nov 12Third quarter 2024 earnings released: EPS: €0.54 (vs €0.26 in 3Q 2023)Third quarter 2024 results: EPS: €0.54 (up from €0.26 in 3Q 2023). Revenue: €53.6m (up 37% from 3Q 2023). Net income: €5.70m (up 104% from 3Q 2023). Profit margin: 11% (up from 7.2% in 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Nov 08+ 2 more updateslastminute.com N.V. to Report First Half, 2025 Results on Aug 07, 2025lastminute.com N.V. announced that they will report first half, 2025 results on Aug 07, 2025
分析記事 • Oct 30Is It Time To Consider Buying lastminute.com N.V. (VTX:LMN)?lastminute.com N.V. ( VTX:LMN ), is not the largest company out there, but it received a lot of attention from a...
Reported Earnings • Aug 13First half 2024 earnings released: EPS: €0.94 (vs €0.69 in 1H 2023)First half 2024 results: EPS: €0.94 (up from €0.69 in 1H 2023). Revenue: €162.8m (down 7.3% from 1H 2023). Net income: €9.99m (up 36% from 1H 2023). Profit margin: 6.1% (up from 4.2% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
分析記事 • Aug 12We Think lastminute.com (VTX:LMN) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jul 11This lastminute.com N.V. (VTX:LMN) Analyst Is Way More Bearish Than They Used To BeOne thing we could say about the covering analyst on lastminute.com N.V. ( VTX:LMN ) - they aren't optimistic, having...
Major Estimate Revision • Jul 10Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €353.4m to €318.0m. EPS estimate fell from €1.15 to €0.64 per share. Net income forecast to shrink 3.7% next year vs 36% growth forecast for Hospitality industry in Switzerland . Consensus price target down from CHF30.70 to CHF26.00. Share price fell 8.7% to CHF18.72 over the past week.
New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swiss stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 92% Paying a dividend despite having no free cash flows.
分析記事 • Apr 27Pinning Down lastminute.com N.V.'s (VTX:LMN) P/S Is Difficult Right NowWith a median price-to-sales (or "P/S") ratio of close to 1.1x in the Hospitality industry in Switzerland, you could be...
Reported Earnings • Apr 04Full year 2023 earnings released: EPS: €0.65 (vs €1.37 loss in FY 2022)Full year 2023 results: EPS: €0.65 (up from €1.37 loss in FY 2022). Revenue: €327.9m (up 11% from FY 2022). Net income: €6.96m (up €21.1m from FY 2022). Profit margin: 2.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Feb 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (5.3% average weekly change).
お知らせ • Jan 10+ 3 more updateslastminute.com N.V. to Report Fiscal Year 2023 Final Results on Apr 04, 2024lastminute.com N.V. announced that they will report fiscal year 2023 final results on Apr 04, 2024
Reported Earnings • Aug 06First half 2023 earnings released: EPS: €0.69 (vs €1.37 in 1H 2022)First half 2023 results: EPS: €0.69 (down from €1.37 in 1H 2022). Revenue: €175.7m (up 13% from 1H 2022). Net income: €7.38m (down 50% from 1H 2022). Profit margin: 4.2% (down from 9.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 14Full year 2022 earnings released: €1.37 loss per share (vs €0.87 loss in FY 2021)Full year 2022 results: €1.37 loss per share (further deteriorated from €0.87 loss in FY 2021). Revenue: €294.4m (up 106% from FY 2021). Net loss: €15.2m (loss widened 58% from FY 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF24.20, the stock trades at a trailing P/E ratio of 12.7x. Average trailing P/E is 20x in the Hospitality industry in Europe. Total returns to shareholders of 26% over the past three years.
お知らせ • Jan 24lastminute.com N.V. to Report Fiscal Year 2022 Results on Feb 07, 2023lastminute.com N.V. announced that they will report fiscal year 2022 results on Feb 07, 2023
Board Change • Dec 29Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. 2 experienced directors. No highly experienced directors. 1 independent director (5 non-independent directors). Independent Non-Executive Director Massimo Pedrazzini is the most experienced director on the board, commencing their role in 2021. They were also the last independent director to join the board. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Dec 23+ 2 more updateslastminute.com N.V. to Report First Half, 2023 Results on Aug 03, 2023lastminute.com N.V. announced that they will report first half, 2023 results on Aug 03, 2023
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CHF19.80, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 20% share price gain to CHF25.65, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 19x in the Hospitality industry in Europe. Total loss to shareholders of 37% over the past three years.
分析記事 • Oct 27Is lastminute.com (VTX:LMN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CHF16.16, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 18x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up €17.6m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 23%, compared to a 34% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • May 16lastminute.com N.V. to Report First Half, 2022 Results on Sep 09, 2022lastminute.com N.V. announced that they will report first half, 2022 results on Sep 09, 2022
お知らせ • Feb 02+ 4 more updateslastminute.com N.V. to Report Fiscal Year 2021 Results on Feb 10, 2022lastminute.com N.V. announced that they will report fiscal year 2021 results on Feb 10, 2022
Buying Opportunity • Jan 24Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €47.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% per annum over the last 3 years. Earnings per share has declined by 96% per annum over the last 3 years.
分析記事 • Sep 22Health Check: How Prudently Does lastminute.com (VTX:LMN) Use Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 09First half 2021 earnings released: €1.60 loss per share (vs €2.64 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: €52.8m (down 22% from 1H 2020). Net loss: €17.6m (loss narrowed 40% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
分析記事 • May 04At CHF39.20, Is It Time To Put lastminute.com N.V. (VTX:LMN) On Your Watch List?While lastminute.com N.V. ( VTX:LMN ) might not be the most widely known stock at the moment, it led the SWX gainers...
分析記事 • Apr 01One Forecaster Is Now More Bearish On lastminute.com N.V. (VTX:LMN) Than They Used To BeThe latest analyst coverage could presage a bad day for lastminute.com N.V. ( VTX:LMN ), with the covering analyst...
Reported Earnings • Mar 28Full year 2020 earnings released: €5.56 loss per share (vs €2.27 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €105.1m (down 70% from FY 2019). Net loss: €61.2m (down 345% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 25New 90-day high: CHF27.60The company is up 3.0% from its price of CHF26.90 on 27 November 2020. The Swiss market is also up 3.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Online Retail industry, which is up 8.0% over the same period.
Executive Departure • Feb 20Non-Executive Chairman Ottonel Popesco has left the companyOn the 15th of February, Ottonel Popesco's tenure in the role of Non-Executive Chairman ended. We don't have any record of a personal shareholding under Ottonel's name. Ottonel is the only executive to leave the company over the last 12 months.
お知らせ • Feb 18+ 1 more updatelastminute.com N.V. Announces Management Changeslm holding communicated the intention of Marco Corradino to not stand for re-election as lastminute.com N.V. Executive Board Member for the next 2021 mandate. The lm Group CEO Marco Corradino informed the Company's Board of Directors about his decision to step down from the role of Executive Director of lm holding and CEO of lm group. Such a decision derives from personal reasons and it will be effective after the lm holding Annual General Meeting (the "AGM"), to be held on the 22 June 2021. Andrea Bertoli, currently the Managing Director of the OTA business, has been appointed as Deputy CEO and will work next to Marco Corradino in order to manage the transition over the period.
お知らせ • Feb 10+ 1 more updatelastminute.com N.V. to Report First Half, 2021 Results on Aug 04, 2021lastminute.com N.V. announced that they will report first half, 2021 results on Aug 04, 2021
分析記事 • Jan 31lastminute.com (VTX:LMN) Shareholders Have Enjoyed An Impressive 126% Share Price Gainlastminute.com N.V. ( VTX:LMN ) shareholders might be concerned after seeing the share price drop 11% in the last...
お知らせ • Jan 16lastminute.com N.V., Annual General Meeting, Jun 22, 2021lastminute.com N.V., Annual General Meeting, Jun 22, 2021.
Is New 90 Day High Low • Jan 04New 90-day high: CHF27.10The company is up 46% from its price of CHF18.55 on 06 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 11% over the same period.
分析記事 • Dec 09Is lastminute.com (VTX:LMN) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Nov 13New 90-day high: CHF22.00The company is up 7.0% from its price of CHF20.60 on 14 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Oct 13New 90-day low: CHF18.00The company is down 19% from its price of CHF22.10 on 15 July 2020. The Swiss market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 5.0% over the same period.
お知らせ • Aug 31Bravofly B.V. announced that it has received funding from ArdianBravofly B.V. announced that it has received funding from new investor, Ardian on October 24, 2012.