Swisscom（SCMN）株式概要スイスコムAGは主にスイス、イタリア、そして国際的に電気通信サービスを提供している。 詳細SCMN ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績1/6財務の健全性2/6配当金5/6報酬当社が推定した公正価値より39.2%で取引されている 収益は年間9.01%増加すると予測されています リスク分析利益率(8.3%)は昨年より低い(12%) 多額の負債を抱えている 3.88%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るSCMN Community Fair Values Create NarrativeSee what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN82.5% overvaluedAnalystLowTarget•3mo agoRising Data Costs And Fiber Dependence Will Pressure Margins And Earnings4002AN22.9% overvaluedAnalystConsensusTarget•4mo agoFuture Fiber And Cloud Synergies Will Support A Steady Outlook For This Telecom Operator2203AN7.1% undervaluedAnalystHighTarget•4mo agoFiber Expansion And Converged Services Will Drive Strong Long-Term Upside1700Top Analyst NarrativesAN82.5% overvaluedAnalystLowTarget•3mo agoRising Data Costs And Fiber Dependence Will Pressure Margins And Earnings4002AN22.9% overvaluedAnalystConsensusTarget•4mo agoFuture Fiber And Cloud Synergies Will Support A Steady Outlook For This Telecom Operator2203AN7.1% undervaluedAnalystHighTarget•4mo agoFiber Expansion And Converged Services Will Drive Strong Long-Term Upside1700View all narrativesSwisscom AG 競合他社Emirates Telecommunications Group Company PJSCSymbol: ADX:EANDMarket cap: د.إ168.2bTelstra GroupSymbol: ASX:TLSMarket cap: AU$59.3bSaudi TelecomSymbol: SASE:7010Market cap: ر.س215.1bChunghwa TelecomSymbol: TWSE:2412Market cap: NT$1.1t価格と性能株価の高値、安値、推移の概要Swisscom過去の株価現在の株価CHF 669.5052週高値CHF 727.0052週安値CHF 528.00ベータ0.401ヶ月の変化-1.18%3ヶ月変化2.29%1年変化25.85%3年間の変化12.60%5年間の変化32.36%IPOからの変化77.82%最新ニュースReported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Philippe Deecke was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 20Upcoming dividend of CHF26.00 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 31 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (4.2%).お知らせ • Feb 19Swisscom AG, Annual General Meeting, Mar 25, 2026Swisscom AG, Annual General Meeting, Mar 25, 2026, at 13:30 W. Europe Standard Time.分析記事 • Feb 15Earnings Update: Swisscom AG (VTX:SCMN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for Swisscom AG ( VTX:SCMN ) shareholders, because the company has just released its latest...Declared Dividend • Feb 15Dividend increased to CHF26.00Dividend of CHF26.00 is 18% higher than last year. Ex-date: 27th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.最新情報をもっと見るRecent updatesReported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Philippe Deecke was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 20Upcoming dividend of CHF26.00 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 31 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (4.2%).お知らせ • Feb 19Swisscom AG, Annual General Meeting, Mar 25, 2026Swisscom AG, Annual General Meeting, Mar 25, 2026, at 13:30 W. Europe Standard Time.分析記事 • Feb 15Earnings Update: Swisscom AG (VTX:SCMN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for Swisscom AG ( VTX:SCMN ) shareholders, because the company has just released its latest...Declared Dividend • Feb 15Dividend increased to CHF26.00Dividend of CHF26.00 is 18% higher than last year. Ex-date: 27th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Board Change • Feb 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CHF24.54 (down from CHF29.77 in FY 2024). Revenue: CHF15.0b (up 36% from FY 2024). Net income: CHF1.27b (down 18% from FY 2024). Profit margin: 8.4% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Feb 13Swisscom AG announces Annual dividend, payable on March 31, 2026Swisscom AG announced Annual dividend of CHF 26.0000 per share payable on March 31, 2026, ex-date on March 27, 2026 and record date on March 30, 2026.分析記事 • Jan 29An Intrinsic Calculation For Swisscom AG (VTX:SCMN) Suggests It's 32% UndervaluedKey Insights The projected fair value for Swisscom is CHF938 based on 2 Stage Free Cash Flow to Equity Swisscom's...分析記事 • Jan 14Swisscom AG's (VTX:SCMN) Share Price Could Signal Some RiskSwisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a sell right now...分析記事 • Dec 30Swisscom (VTX:SCMN) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 07Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CHF7.01 (down from CHF8.63 in 3Q 2024). Revenue: CHF3.73b (up 37% from 3Q 2024). Net income: CHF363.0m (down 19% from 3Q 2024). Profit margin: 9.7% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.分析記事 • Oct 28Swisscom AG's (VTX:SCMN) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Swisscom's estimated fair value is CHF1,039 based on 2 Stage Free Cash Flow to Equity Swisscom is...分析記事 • Oct 05Capital Allocation Trends At Swisscom (VTX:SCMN) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • Aug 10Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: CHF5.00 (down from CHF7.35 in 2Q 2024). Revenue: CHF3.69b (up 34% from 2Q 2024). Net income: CHF259.0m (down 32% from 2Q 2024). Profit margin: 7.0% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jul 30Here's Why Swisscom (VTX:SCMN) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 12Swisscom AG's (VTX:SCMN) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Swisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 19.9x is worth a...お知らせ • Jul 10+ 3 more updatesSwisscom AG to Report Q3, 2026 Results on Nov 05, 2026Swisscom AG announced that they will report Q3, 2026 results on Nov 05, 2026分析記事 • Jun 24Swisscom's (VTX:SCMN) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CHF7.08 (down from CHF8.78 in 1Q 2024). Revenue: CHF3.76b (up 39% from 1Q 2024). Net income: CHF367.0m (down 19% from 1Q 2024). Profit margin: 9.8% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Mar 21Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.0%).お知らせ • Feb 20Swisscom AG, Annual General Meeting, Mar 26, 2025Swisscom AG, Annual General Meeting, Mar 26, 2025, at 13:30 W. Europe Standard Time.Declared Dividend • Feb 15Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 1st April 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 5.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF29.77 (down from CHF33.03 in FY 2023). Revenue: CHF11.0b (flat on FY 2023). Net income: CHF1.54b (down 9.9% from FY 2023). Profit margin: 14% (down from 16% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).New Risk • Jan 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).New Risk • Dec 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.08% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.08% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: CHF8.63 (down from CHF8.94 in 3Q 2023). Revenue: CHF2.72b (down 1.2% from 3Q 2023). Net income: CHF447.0m (down 3.5% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (51% net debt to equity).Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: CHF7.36 (down from CHF7.84 in 2Q 2023). Revenue: CHF2.75b (up 1.8% from 2Q 2023). Net income: CHF381.0m (down 6.2% from 2Q 2023). Profit margin: 14% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.お知らせ • Jul 05+ 3 more updatesSwisscom AG to Report Q1, 2025 Results on May 08, 2025Swisscom AG announced that they will report Q1, 2025 results at 7:15 AM, Central European Standard Time on May 08, 2025New Risk • Jun 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (44% net debt to equity).Reported Earnings • May 02First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: CHF8.78 (up from CHF8.53 in 1Q 2023). Revenue: CHF2.70b (down 1.6% from 1Q 2023). Net income: CHF455.0m (up 2.9% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.New Risk • Mar 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk High level of debt (47% net debt to equity).Upcoming Dividend • Mar 26Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.5%).お知らせ • Mar 08Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA .Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA on March 7, 2024. Camptocamp will continue to operate as an independent company and work with its existing customers as usual. Swisscom AG (SWX:SCMN) completed the acquisition of unknown majority stake in Camptocamp SA on March 7, 2024.お知らせ • Feb 29+ 1 more updateSwisscom in Advanced Talks to Buy Vodafone's Italy Unit for $8.7 BillionSwisscom AG (SWX:SCMN) is in advanced talks to buy Vodafone Group Public Limited Company (LSE:VOD)'s Italy Unit for $8.7 Billion. The company said that the price is preliminary and that there can be no certainty that any transaction will ultimately be completed.Declared Dividend • Feb 11Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 2nd April 2024 Payment date: 4th April 2024 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 1.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 08Full year 2023 earnings released: EPS: CHF33.03 (vs CHF30.93 in FY 2022)Full year 2023 results: EPS: CHF33.03 (up from CHF30.93 in FY 2022). Revenue: CHF11.1b (flat on FY 2022). Net income: CHF1.71b (up 6.8% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.お知らせ • Dec 22Swisscom Reportedly in Talks to Purchase Vodafone's Troubled Italian ArmSwisscom AG (SWX:SCMN) is weighing an offer for Vodafone Group Public Limited Company (LSE:VOD)’s Italian business early next year, potentially countering a rival bid from Iliad SA for the unit, people familiar with the matter said. The possible deal would combine Vodafone’s mobile service with Swisscom’s Fastweb SpA fiber broadband carrier in the country, the people said, asking not to be identified because the deliberations are private. Swisscom and Vodafone are in talks to discuss the terms and a formal bid could be announced as soon as next month, they said. No final decisions have been made and Swisscom may decide against an offer.お知らせ • Dec 20Swisscom AG Announces Executive ChangesSwisscom AG has appointed Myriam Kaeser as the new head of corporate communications (CCO), effective from 01 June next year. Kaeser succeeds Stefan Nuenlist, who will step down from the position on 31 May. In her new role, Kaeser will be responsible for internal and external communications, sponsorship, public affairs, brand management and corporate responsibility.Reported Earnings • Nov 02Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CHF8.94 (up from CHF8.28 in 3Q 2022). Revenue: CHF2.75b (flat on 3Q 2022). Net income: CHF463.0m (up 7.9% from 3Q 2022). Profit margin: 17% (up from 16% in 3Q 2022). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.New Risk • Aug 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (60% net debt to equity).Reported Earnings • Aug 06Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: CHF7.84 (up from CHF6.51 in 2Q 2022). Revenue: CHF2.70b (flat on 2Q 2022). Net income: CHF406.0m (up 21% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jun 24Swisscom AG (SWX:SCMN) acquired Axept Business Software AG.Swisscom AG (SWX:SCMN) acquired Axept Business Software AG on June 19, 2023.Swisscom AG (SWX:SCMN) completed the acquisition of Axept Business Software AG on June 19, 2023.お知らせ • Jun 16+ 4 more updatesSwisscom AG to Report Q2, 2024 Results on Jul 31, 2024Swisscom AG announced that they will report Q2, 2024 results at 7:15 AM, Central European Standard Time on Jul 31, 2024Buying Opportunity • May 10Now 21% undervaluedOver the last 90 days, the stock is up 5.0%. The fair value is estimated to be CHF748, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is forecast to decline by 3.5% per annum over the same time period.Reported Earnings • May 05First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: CHF2.75b (flat on 1Q 2022). Net income: CHF442.0m (down 1.1% from 1Q 2022). Profit margin: 16% (in line with 1Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Apr 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 15Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF749, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is also forecast to grow by 2.4% per annum over the same time period.Upcoming Dividend • Mar 23Upcoming dividend of CHF22.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (4.3%).お知らせ • Feb 15Swisscom AG Appoints Isa Mueller-Wegner as Head of Strategy Business Development, Effective on 01 June 2023Swisscom AG has appointed Isa Mueller-Wegner to the newly created position of head of Strategy Business Development, effective on 01 June 2023. Mueller-Wegner has worked for the past three years as executive vice president at investment firm Bain Capital, managing its private equity portfolio.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: CHF30.93 (vs CHF35.37 in FY 2021)Full year 2022 results: EPS: CHF30.93 (down from CHF35.37 in FY 2021). Revenue: CHF11.1b (flat on FY 2021). Net income: CHF1.60b (down 13% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Chairman of the Board Michael Rechsteiner was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 11Goldbach Group AG agreed to acquire Adunit Ag from Swisscom AG (SWX:SCMN).Goldbach Group AG agreed to acquire Adunit Ag from Swisscom AG (SWX:SCMN) on November 9, 2022.Reported Earnings • Oct 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: CHF8.28 (down from CHF9.46 in 3Q 2021). Revenue: CHF2.73b (down 1.1% from 3Q 2021). Net income: CHF429.0m (down 12% from 3Q 2021). Profit margin: 16% (down from 18% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.株主還元SCMNCH TelecomCH 市場7D1.4%0.5%0.07%1Y25.8%4.2%7.9%株主還元を見る業界別リターン: SCMN過去 1 年間で4.2 % の収益を上げたSwiss Telecom業界を上回りました。リターン対市場: SCMN過去 1 年間で7.9 % の収益を上げたSwiss市場を上回りました。価格変動Is SCMN's price volatile compared to industry and market?SCMN volatilitySCMN Average Weekly Movement2.6%Telecom Industry Average Movement4.3%Market Average Movement4.6%10% most volatile stocks in CH Market8.4%10% least volatile stocks in CH Market2.4%安定した株価: SCMN 、 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: SCMNの 週次ボラティリティ ( 3% ) 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199823,073Christoph Aeschlimannwww.swisscom.chスイスコム（Swisscom AG）は、主にスイス、イタリア、および海外で電気通信サービスを提供している。スイスコム・スイス、ファストウェブ、その他事業の3つのセグメントで事業を展開している：スイスコム・スイス、ファストウェブ、その他の事業である。同社は、電話、テレビ、ブロードバンド、モバイルなどのモバイルおよび固定ネットワークサービス、端末機器の販売、法人向け通信・通信ソリューションを提供している。また、クラウド、アウトソーシング、ワークプレイス、携帯電話、ネットワーキング、ビジネス・プロセス最適化、SAP、セキュリティ・認証ソリューション、銀行業界向け各種サービス、モノのインターネット・ソリューション、ヘルスケア業界向けデジタル化サービス、他の通信サービス・プロバイダーによる固定回線およびモバイル・ネットワーク、同社のモバイル・ネットワークを顧客が利用する海外の通信事業者へのローミング、ブロードバンド・サービスや規制対象製品なども提供している。また、ネットワーク・インフラやITシステムの企画・運営・保守、財務・人事・戦略のサポート機能、不動産・車両管理、ブロードバンド・モバイルサービス（電話、モバイル・サービス、ブロードバンド・サービスなど）、ICTソリューション（家庭向け、ビジネス向け、ホールセール向け）を提供している。さらに、ICTおよびネットワーク・インフラ・ソリューション、オンライン・ディレクトリ、クロスプラットフォームのリテール・メディアおよびセキュリティ・コミュニケーション・サービスを提供し、有線および無線ネットワークの構築と保守も行っている。同社は1998年に設立され、スイスのベルンに本社を置いている。もっと見るSwisscom AG 基礎のまとめSwisscom の収益と売上を時価総額と比較するとどうか。SCMN 基礎統計学時価総額CHF 34.68b収益（TTM）CHF 1.24b売上高(TTM)CHF 14.90b28.1xPER（株価収益率2.3xP/SレシオSCMN は割高か？公正価値と評価分析を参照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SCMN 損益計算書（TTM）収益CHF 14.90b売上原価CHF 6.24b売上総利益CHF 8.66bその他の費用CHF 7.42b収益CHF 1.24b直近の収益報告Mar 31, 2026次回決算日Aug 06, 2026一株当たり利益（EPS）23.86グロス・マージン58.13%純利益率8.30%有利子負債／自己資本比率125.7%SCMN の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.9%現在の配当利回り109%配当性向View Valuation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2026/05/11 08:11終値2026/05/08 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Swisscom AG 17 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。37 アナリスト機関Jonathan DannBarclaysMaurice PatrickBarclaysShekhan AliBerenberg34 その他のアナリストを表示
Reported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Philippe Deecke was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 20Upcoming dividend of CHF26.00 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 31 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (4.2%).
お知らせ • Feb 19Swisscom AG, Annual General Meeting, Mar 25, 2026Swisscom AG, Annual General Meeting, Mar 25, 2026, at 13:30 W. Europe Standard Time.
分析記事 • Feb 15Earnings Update: Swisscom AG (VTX:SCMN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for Swisscom AG ( VTX:SCMN ) shareholders, because the company has just released its latest...
Declared Dividend • Feb 15Dividend increased to CHF26.00Dividend of CHF26.00 is 18% higher than last year. Ex-date: 27th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: CHF6.41 (vs CHF7.08 in 1Q 2025)First quarter 2026 results: EPS: CHF6.41 (down from CHF7.08 in 1Q 2025). Revenue: CHF3.61b (down 4.1% from 1Q 2025). Net income: CHF332.0m (down 9.5% from 1Q 2025). Profit margin: 9.2% (in line with 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Philippe Deecke was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 20Upcoming dividend of CHF26.00 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 31 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Within top quartile of Swiss dividend payers (3.6%). In line with average of industry peers (4.2%).
お知らせ • Feb 19Swisscom AG, Annual General Meeting, Mar 25, 2026Swisscom AG, Annual General Meeting, Mar 25, 2026, at 13:30 W. Europe Standard Time.
分析記事 • Feb 15Earnings Update: Swisscom AG (VTX:SCMN) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsIt's been a good week for Swisscom AG ( VTX:SCMN ) shareholders, because the company has just released its latest...
Declared Dividend • Feb 15Dividend increased to CHF26.00Dividend of CHF26.00 is 18% higher than last year. Ex-date: 27th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.7%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 1.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Board Change • Feb 13Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CHF24.54 (down from CHF29.77 in FY 2024). Revenue: CHF15.0b (up 36% from FY 2024). Net income: CHF1.27b (down 18% from FY 2024). Profit margin: 8.4% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Feb 13Swisscom AG announces Annual dividend, payable on March 31, 2026Swisscom AG announced Annual dividend of CHF 26.0000 per share payable on March 31, 2026, ex-date on March 27, 2026 and record date on March 30, 2026.
分析記事 • Jan 29An Intrinsic Calculation For Swisscom AG (VTX:SCMN) Suggests It's 32% UndervaluedKey Insights The projected fair value for Swisscom is CHF938 based on 2 Stage Free Cash Flow to Equity Swisscom's...
分析記事 • Jan 14Swisscom AG's (VTX:SCMN) Share Price Could Signal Some RiskSwisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a sell right now...
分析記事 • Dec 30Swisscom (VTX:SCMN) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CHF7.01 (down from CHF8.63 in 3Q 2024). Revenue: CHF3.73b (up 37% from 3Q 2024). Net income: CHF363.0m (down 19% from 3Q 2024). Profit margin: 9.7% (down from 16% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
分析記事 • Oct 28Swisscom AG's (VTX:SCMN) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Swisscom's estimated fair value is CHF1,039 based on 2 Stage Free Cash Flow to Equity Swisscom is...
分析記事 • Oct 05Capital Allocation Trends At Swisscom (VTX:SCMN) Aren't IdealThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • Aug 10Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: CHF5.00 (down from CHF7.35 in 2Q 2024). Revenue: CHF3.69b (up 34% from 2Q 2024). Net income: CHF259.0m (down 32% from 2Q 2024). Profit margin: 7.0% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jul 30Here's Why Swisscom (VTX:SCMN) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jul 12Swisscom AG's (VTX:SCMN) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Swisscom AG's ( VTX:SCMN ) price-to-earnings (or "P/E") ratio of 19.9x is worth a...
お知らせ • Jul 10+ 3 more updatesSwisscom AG to Report Q3, 2026 Results on Nov 05, 2026Swisscom AG announced that they will report Q3, 2026 results on Nov 05, 2026
分析記事 • Jun 24Swisscom's (VTX:SCMN) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CHF7.08 (down from CHF8.78 in 1Q 2024). Revenue: CHF3.76b (up 39% from 1Q 2024). Net income: CHF367.0m (down 19% from 1Q 2024). Profit margin: 9.8% (down from 17% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Mar 21Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 01 April 2025. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.0%).
お知らせ • Feb 20Swisscom AG, Annual General Meeting, Mar 26, 2025Swisscom AG, Annual General Meeting, Mar 26, 2025, at 13:30 W. Europe Standard Time.
Declared Dividend • Feb 15Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 1st April 2025 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (67% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 5.9% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF29.77 (down from CHF33.03 in FY 2023). Revenue: CHF11.0b (flat on FY 2023). Net income: CHF1.54b (down 9.9% from FY 2023). Profit margin: 14% (down from 16% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 3% per year.
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).
New Risk • Jan 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).
New Risk • Dec 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.08% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.08% per year for the foreseeable future. Minor Risk High level of debt (45% net debt to equity).
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: CHF8.63 (down from CHF8.94 in 3Q 2023). Revenue: CHF2.72b (down 1.2% from 3Q 2023). Net income: CHF447.0m (down 3.5% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 5.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 2% per year.
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk High level of debt (51% net debt to equity).
Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: CHF7.36 (down from CHF7.84 in 2Q 2023). Revenue: CHF2.75b (up 1.8% from 2Q 2023). Net income: CHF381.0m (down 6.2% from 2Q 2023). Profit margin: 14% (down from 15% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to stay flat during the next 3 years compared to a 2.0% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has remained flat.
お知らせ • Jul 05+ 3 more updatesSwisscom AG to Report Q1, 2025 Results on May 08, 2025Swisscom AG announced that they will report Q1, 2025 results at 7:15 AM, Central European Standard Time on May 08, 2025
New Risk • Jun 02New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk High level of debt (44% net debt to equity).
Reported Earnings • May 02First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: EPS: CHF8.78 (up from CHF8.53 in 1Q 2023). Revenue: CHF2.70b (down 1.6% from 1Q 2023). Net income: CHF455.0m (up 2.9% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 9.9%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.
New Risk • Mar 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risk High level of debt (47% net debt to equity).
Upcoming Dividend • Mar 26Upcoming dividend of CHF22.00 per shareEligible shareholders must have bought the stock before 02 April 2024. Payment date: 04 April 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (4.5%).
お知らせ • Mar 08Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA .Swisscom AG (SWX:SCMN) acquired unknown majority stake in Camptocamp SA on March 7, 2024. Camptocamp will continue to operate as an independent company and work with its existing customers as usual. Swisscom AG (SWX:SCMN) completed the acquisition of unknown majority stake in Camptocamp SA on March 7, 2024.
お知らせ • Feb 29+ 1 more updateSwisscom in Advanced Talks to Buy Vodafone's Italy Unit for $8.7 BillionSwisscom AG (SWX:SCMN) is in advanced talks to buy Vodafone Group Public Limited Company (LSE:VOD)'s Italy Unit for $8.7 Billion. The company said that the price is preliminary and that there can be no certainty that any transaction will ultimately be completed.
Declared Dividend • Feb 11Dividend of CHF22.00 announcedDividend of CHF22.00 is the same as last year. Ex-date: 2nd April 2024 Payment date: 4th April 2024 Dividend yield will be 4.4%, which is lower than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has not increased over the past 10 years but has been stable with no material reductions to payments, indicating a long track record of dividend stability. EPS is expected to grow by 1.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 08Full year 2023 earnings released: EPS: CHF33.03 (vs CHF30.93 in FY 2022)Full year 2023 results: EPS: CHF33.03 (up from CHF30.93 in FY 2022). Revenue: CHF11.1b (flat on FY 2022). Net income: CHF1.71b (up 6.8% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.7% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Dec 22Swisscom Reportedly in Talks to Purchase Vodafone's Troubled Italian ArmSwisscom AG (SWX:SCMN) is weighing an offer for Vodafone Group Public Limited Company (LSE:VOD)’s Italian business early next year, potentially countering a rival bid from Iliad SA for the unit, people familiar with the matter said. The possible deal would combine Vodafone’s mobile service with Swisscom’s Fastweb SpA fiber broadband carrier in the country, the people said, asking not to be identified because the deliberations are private. Swisscom and Vodafone are in talks to discuss the terms and a formal bid could be announced as soon as next month, they said. No final decisions have been made and Swisscom may decide against an offer.
お知らせ • Dec 20Swisscom AG Announces Executive ChangesSwisscom AG has appointed Myriam Kaeser as the new head of corporate communications (CCO), effective from 01 June next year. Kaeser succeeds Stefan Nuenlist, who will step down from the position on 31 May. In her new role, Kaeser will be responsible for internal and external communications, sponsorship, public affairs, brand management and corporate responsibility.
Reported Earnings • Nov 02Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CHF8.94 (up from CHF8.28 in 3Q 2022). Revenue: CHF2.75b (flat on 3Q 2022). Net income: CHF463.0m (up 7.9% from 3Q 2022). Profit margin: 17% (up from 16% in 3Q 2022). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
New Risk • Aug 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk High level of debt (60% net debt to equity).
Reported Earnings • Aug 06Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: CHF7.84 (up from CHF6.51 in 2Q 2022). Revenue: CHF2.70b (flat on 2Q 2022). Net income: CHF406.0m (up 21% from 2Q 2022). Profit margin: 15% (up from 12% in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jun 24Swisscom AG (SWX:SCMN) acquired Axept Business Software AG.Swisscom AG (SWX:SCMN) acquired Axept Business Software AG on June 19, 2023.Swisscom AG (SWX:SCMN) completed the acquisition of Axept Business Software AG on June 19, 2023.
お知らせ • Jun 16+ 4 more updatesSwisscom AG to Report Q2, 2024 Results on Jul 31, 2024Swisscom AG announced that they will report Q2, 2024 results at 7:15 AM, Central European Standard Time on Jul 31, 2024
Buying Opportunity • May 10Now 21% undervaluedOver the last 90 days, the stock is up 5.0%. The fair value is estimated to be CHF748, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.5% per annum. Earnings is forecast to decline by 3.5% per annum over the same time period.
Reported Earnings • May 05First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: CHF2.75b (flat on 1Q 2022). Net income: CHF442.0m (down 1.1% from 1Q 2022). Profit margin: 16% (in line with 1Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Apr 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Monique Bourquin was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 15Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF749, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is also forecast to grow by 2.4% per annum over the same time period.
Upcoming Dividend • Mar 23Upcoming dividend of CHF22.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (4.3%).
お知らせ • Feb 15Swisscom AG Appoints Isa Mueller-Wegner as Head of Strategy Business Development, Effective on 01 June 2023Swisscom AG has appointed Isa Mueller-Wegner to the newly created position of head of Strategy Business Development, effective on 01 June 2023. Mueller-Wegner has worked for the past three years as executive vice president at investment firm Bain Capital, managing its private equity portfolio.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: CHF30.93 (vs CHF35.37 in FY 2021)Full year 2022 results: EPS: CHF30.93 (down from CHF35.37 in FY 2021). Revenue: CHF11.1b (flat on FY 2021). Net income: CHF1.60b (down 13% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Chairman of the Board Michael Rechsteiner was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 11Goldbach Group AG agreed to acquire Adunit Ag from Swisscom AG (SWX:SCMN).Goldbach Group AG agreed to acquire Adunit Ag from Swisscom AG (SWX:SCMN) on November 9, 2022.
Reported Earnings • Oct 28Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: CHF8.28 (down from CHF9.46 in 3Q 2021). Revenue: CHF2.73b (down 1.1% from 3Q 2021). Net income: CHF429.0m (down 12% from 3Q 2021). Profit margin: 16% (down from 18% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 1% per year.
