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LEM Holding SASWX:LEHN 株式レポート

時価総額 CHF 358.1m
株価
CHF 314.50
CHF 355.4
11.5% 割安 内在価値ディスカウント
1Y-56.0%
7D5.2%
ポートフォリオ価値
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LEM Holding SA

SWX:LEHN 株式レポート

時価総額:CHF 358.1m

LEM Holding(LEHN)株式概要

LEMホールディングSAはその子会社とともに、中国、日本、韓国、インド、東南アジア、ヨーロッパ、中東、アフリカ、NAFTA、中南米で電気パラメータ測定ソリューションを提供している。 詳細

LEHN ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長3/6
過去の実績0/6
財務の健全性4/6
配当金0/6

LEHN Community Fair Values

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See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

LEM Holding SA 競合他社

価格と性能

株価の高値、安値、推移の概要LEM Holding
過去の株価
現在の株価CHF 314.50
52週高値CHF 915.00
52週安値CHF 254.50
ベータ0.86
1ヶ月の変化8.82%
3ヶ月変化10.74%
1年変化-55.95%
3年間の変化-84.39%
5年間の変化-80.94%
IPOからの変化312.46%

最新ニュース

ナラティブ更新 Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).
ナラティブ更新 Apr 13

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
ナラティブ更新 Mar 30

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
ナラティブ更新 Mar 15

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
新しいナラティブ Mar 01

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Mar 01

LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside

Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.

Recent updates

ナラティブ更新 Apr 27

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Medium Term Upside

Analysts have reduced their price target on LEM Holding from CHF 379 to about CHF 355, citing updated assumptions for slower revenue growth, a lower profit margin outlook, and a higher future P/E multiple in their revised models. What's in the News LEM Holding SA raised earnings guidance for the year 2026, updating its outlook for the business and profitability (Key Developments).
ナラティブ更新 Apr 13

LEHN: Raised 2026 Guidance And Efficiency Gains Will Support Further Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379. This reflects only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than a change in their overall view of the shares.
ナラティブ更新 Mar 30

LEHN: Higher 2026 Margin Guidance And Efficiency Gains Will Support Upside

Analysts have kept their fair value estimate for LEM Holding steady at CHF 379, citing only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view. What's in the News LEM Holding SA updated its earnings outlook for 2025/26, raising guidance for the year 2026 (Key Developments).
ナラティブ更新 Mar 15

LEHN: Higher Margin Guidance And Efficiency Focus Will Support Future Upside

Analysts have kept their LEM Holding price target steady at CHF379, citing only slight adjustments to assumptions for the discount rate, profit margin, and future P/E that do not materially change their view of fair value. What's in the News LEM Holding SA raised earnings guidance for the year 2026, signalling updated internal expectations for the upcoming period (Key Developments).
新しいナラティブ Mar 01

Electrification Megatrend Will Face Pricing Pressure And Margin Strain For Years

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy, supporting applications in automation, automotive, traction, renewable energy and power distribution. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Mar 01

LEHN: Higher Margin Outlook And Raised Guidance Will Support Future Upside

Analysts have reiterated their CHF 379.00 price target on LEM Holding, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly adjusted discount rate and future P/E, leaving the overall valuation view unchanged. What's in the News LEM Holding raised its earnings guidance for the 2025/26 financial year, updating expectations after the first half of 2025/26.
新しいナラティブ Feb 15

Electrification And Rail Infrastructure Will Support Strong Long Term Upside Potential

Catalysts About LEM Holding LEM Holding supplies sensors that measure current, voltage and energy to support electrification and energy efficiency applications across industries. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Feb 15

LEHN: Raised Earnings Guidance And Efficiency Gains Will Support Future Upside

Analysts have reset their price target for LEM Holding to CHF 379 from CHF 765. This reflects updated assumptions for slightly higher discount rates, more moderate revenue growth, lower profit margins and a reduced future P/E multiple.
分析記事 Nov 13

Earnings Update: LEM Holding SA (VTX:LEHN) Just Reported And Analysts Are Trimming Their Forecasts

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 18% to CHF357 in the...
分析記事 Nov 05

LEM Holding SA's (VTX:LEHN) Popularity With Investors Is Clear

With a median price-to-sales (or "P/S") ratio of close to 1.7x in the Electronic industry in Switzerland, you could be...
ナラティブ更新 Nov 03

LEHN: Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Narrative Update on LEM Holding Analysts have maintained their fair value estimate for LEM Holding at CHF 765.00. This reflects stable expectations and minimal recent shifts in key financial assumptions.
ナラティブ更新 Oct 20

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Analysts have lowered their price target for LEM Holding from CHF 851.67 to CHF 765.00. They cited slightly reduced expectations for revenue growth and profit margins as key factors behind the adjustment.
分析記事 Oct 01

Returns On Capital Signal Tricky Times Ahead For LEM Holding (VTX:LEHN)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Sep 02

We Think LEM Holding (VTX:LEHN) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Aug 06

LEM Holding SA's (VTX:LEHN) Popularity With Investors Under Threat As Stock Sinks 26%

SWX:LEHN 1 Year Share Price vs Fair Value Explore LEM Holding's Fair Values from the Community and select yours LEM...
分析記事 Aug 01

LEM Holding SA (VTX:LEHN) Just Reported Earnings, And Analysts Cut Their Target Price

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 25% in the week since its...
分析記事 Jun 20

We Think LEM Holding SA's (VTX:LEHN) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights LEM Holding to hold its Annual General Meeting on 26th of June Total pay for CEO Frank Rehfeld includes...
分析記事 Jun 02

LEM Holding's (VTX:LEHN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with LEM Holding SA's ( VTX:LEHN ) lackluster earnings report last week. Our analysis...
User avatar
新しいナラティブ Mar 19

Fit For Growth Program And R&D Investments Will Strengthen Future Competitiveness

Strategic expansion and R&D investments aim to improve competitiveness, revenue, and cost efficiency, enhancing margins and profitability.
分析記事 Nov 16

LEM Holding SA (VTX:LEHN) Analysts Just Slashed This Year's Estimates

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
分析記事 Nov 14

LEM Holding SA (VTX:LEHN) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

One of the biggest stories of last week was how LEM Holding SA ( VTX:LEHN ) shares plunged 24% in the week since its...
分析記事 Nov 13

Risks Still Elevated At These Prices As LEM Holding SA (VTX:LEHN) Shares Dive 34%

LEM Holding SA ( VTX:LEHN ) shareholders that were waiting for something to happen have been dealt a blow with a 34...
分析記事 Aug 01

News Flash: 4 Analysts Think LEM Holding SA (VTX:LEHN) Earnings Are Under Threat

The latest analyst coverage could presage a bad day for LEM Holding SA ( VTX:LEHN ), with the analysts making...
分析記事 Jul 31

LEM Holding SA Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for LEM Holding SA ( VTX:LEHN ) shareholders, with the stock dropping 14% to CHF1,228 in the...
分析記事 Jul 15

Estimating The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,689 based on 2 Stage Free Cash Flow to Equity LEM...
分析記事 Jun 21

Shareholders May Be A Bit More Conservative With LEM Holding SA's (VTX:LEHN) CEO Compensation For Now

Key Insights LEM Holding's Annual General Meeting to take place on 27th of June CEO Frank Rehfeld's total compensation...
分析記事 Jun 02

Analysts Just Slashed Their LEM Holding SA (VTX:LEHN) EPS Numbers

Today is shaping up negative for LEM Holding SA ( VTX:LEHN ) shareholders, with the analysts delivering a substantial...
分析記事 Jun 01

Earnings Miss: LEM Holding SA Missed EPS By 5.5% And Analysts Are Revising Their Forecasts

LEM Holding SA ( VTX:LEHN ) missed earnings with its latest annual results, disappointing overly-optimistic...
分析記事 Apr 13

Estimating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights The projected fair value for LEM Holding is CHF1,813 based on 2 Stage Free Cash Flow to Equity With...
分析記事 Mar 13

Is LEM Holding (VTX:LEHN) 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 19

At CHF2,005, Is It Time To Put LEM Holding SA (VTX:LEHN) On Your Watch List?

While LEM Holding SA ( VTX:LEHN ) might not have the largest market cap around , it saw a decent share price growth of...
分析記事 Jan 04

Investor Optimism Abounds LEM Holding SA (VTX:LEHN) But Growth Is Lacking

When close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
分析記事 Dec 05

A Look At The Intrinsic Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,683 based on 2 Stage Free Cash Flow to Equity LEM Holding's...
分析記事 Oct 25

LEM Holding (VTX:LEHN) Might Become A Compounding Machine

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 Oct 10

Should You Think About Buying LEM Holding SA (VTX:LEHN) Now?

LEM Holding SA ( VTX:LEHN ), is not the largest company out there, but it received a lot of attention from a...
分析記事 Sep 01

Calculating The Fair Value Of LEM Holding SA (VTX:LEHN)

Key Insights LEM Holding's estimated fair value is CHF1,786 based on 2 Stage Free Cash Flow to Equity With CHF1,992...
分析記事 Jul 17

Here's What LEM Holding's (VTX:LEHN) Strong Returns On Capital Mean

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 Jul 03

LEM Holding (VTX:LEHN) Is Increasing Its Dividend To CHF52.00

LEM Holding SA ( VTX:LEHN ) will increase its dividend from last year's comparable payment on the 6th of July to...
分析記事 Jun 23

Here's Why LEM Holding (VTX:LEHN) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 09

Does LEM Holding (VTX:LEHN) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 May 27

Is It Time To Consider Buying LEM Holding SA (VTX:LEHN)?

LEM Holding SA ( VTX:LEHN ), might not be a large cap stock, but it saw significant share price movement during recent...

株主還元

LEHNCH ElectronicCH 市場
7D5.2%3.7%2.3%
1Y-56.0%9.2%9.5%

業界別リターン: LEHN過去 1 年間で9.2 % の収益を上げたSwiss Electronic業界を下回りました。

リターン対市場: LEHNは、過去 1 年間で9.5 % のリターンを上げたSwiss市場を下回りました。

価格変動

Is LEHN's price volatile compared to industry and market?
LEHN volatility
LEHN Average Weekly Movement6.1%
Electronic Industry Average Movement6.2%
Market Average Movement4.6%
10% most volatile stocks in CH Market8.4%
10% least volatile stocks in CH Market2.3%

安定した株価: LEHN 、 Swiss市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: LEHNの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19721,520Frank Rehfeldwww.lem.com

LEMホールディングSAは、その子会社とともに、中国、日本、韓国、インド、東南アジア、ヨーロッパ、中東、アフリカ、NAFTA、ラテンアメリカで電気パラメータ測定用のソリューションを提供している。同社は、電流・電圧センサー、エネルギーメーター、GO、FHS、HMSRシリーズの統合型電流センサー、ロゴスキーコイルを提供している。同社の製品は、自動車用バッテリー管理、モーター制御、電気自動車用充電器、スマートグリッド、溶接、オートメーション、ドライブ、高精度、電源、再生可能エネルギー、トラクション、トラックサイド、従来型自動車、グリーン車ビジネス、AC/DCコンバーター、コンピューター用無停電電源システム、マイクロタービン、風力・太陽光発電など、さまざまな用途で使用されている。LEMホールディングSAは1972年に設立され、スイスのメイリンに本社を置いている。

LEM Holding SA 基礎のまとめ

LEM Holding の収益と売上を時価総額と比較するとどうか。
LEHN 基礎統計学
時価総額CHF 358.06m
収益(TTM)CHF 8.37m
売上高(TTM)CHF 294.44m
42.8x
PER(株価収益率
1.2x
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
LEHN 損益計算書(TTM)
収益CHF 294.44m
売上原価CHF 175.75m
売上総利益CHF 118.69m
その他の費用CHF 110.31m
収益CHF 8.37m

直近の収益報告

Dec 31, 2025

次回決算日

May 26, 2026

一株当たり利益(EPS)7.36
グロス・マージン40.31%
純利益率2.84%
有利子負債/自己資本比率102.5%

LEHN の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/06 20:39
終値2026/05/06 00:00
収益2025/12/31
年間収益2025/03/31

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

LEM Holding SA 5 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。7

アナリスト機関
Gerhard OrgonasBerenberg
Lucas GlemserBerenberg
Reto HuberResearch Partners AG