BKW AG

SWX:BKW 株式レポート

時価総額：CHF 8.1b

BKW 将来の成長

Future 基準チェック /16

BKW利益と収益がそれぞれ年間8.6%と3%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9.1% 7.3%なると予測されています。

主要情報

8.6%

収益成長率

7.30%

EPS成長率

Electric Utilities 収益成長8.0%
収益成長率3.0%
将来の株主資本利益率9.09%
アナリストカバレッジ

Low

最終更新日30 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 06

BKW: Neutral Outlook Will Center On CHF 160 Level And Execution

Narrative Update on BKW The analyst price target for BKW has shifted from CHF 163.64 to CHF 164.48, with analysts pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, alongside fresh Neutral coverage and a CHF 160 price target from recent Street research. Analyst Commentary Recent research coverage sets a CHF 160 price target alongside a Neutral stance, which sits just below the updated analyst fair value assumptions for BKW.
ナラティブ更新 • Apr 21

BKW: Neutral Stance Highlights CHF 160 Level And Execution Risks

Narrative Update on BKW The analyst price target for BKW is now CHF 160. This level is supported by recent coverage where analysts collectively point to a more cautious stance on the shares while maintaining a broadly neutral view.
ナラティブ更新 • Apr 06

BKW: Neutral Outlook Balances Earnings Reset With Modest P/E Expectations

Narrative Update The analyst price target for BKW is updated to CHF 163.64 from CHF 162.81. Analysts point to refined assumptions on long term revenue growth, slightly higher projected profit margins, and a modestly higher future P/E multiple as key drivers behind the change.
ナラティブ更新 • Mar 23

BKW: Neutral Stance On Earnings Reset And Moderating Future P/E

The analyst price target for BKW has shifted slightly to CHF 160 as analysts factor in updated assumptions around revenue growth, margins, and a lower future P/E, while keeping discount rate expectations unchanged and referencing recent Neutral coverage and downgrades. Analyst Commentary Bullish Takeaways Bullish analysts see the CHF 160 price target as consistent with a view that BKW can still execute on its revenue and margin assumptions, even with a lower future P/E embedded in their models.
ナラティブ更新 • Mar 08

BKW: Higher Future P/E And Reset EBIT Guidance Will Drive Re Rating

Narrative Update on BKW Analysts have trimmed their price target on BKW to about CHF 165 from around CHF 170. They cited more cautious assumptions on revenue growth and profit margins, partly offset by a higher expected future P/E multiple and recent neutral to cautious coverage from the Street.
ナラティブ更新 • Feb 22

BKW: Reset EBIT Guidance Will Support Re Rating Potential

Analysts have trimmed their price target on BKW to CHF169.76. The shift reflects a more cautious stance on the shares following recent research that has turned more bearish on the name.
ナラティブ更新 • Feb 07

BKW: Rebased EBIT Guidance Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for BKW from CHF 182.38 to about CHF 169.76, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E. This aligns with more cautious recent Street research, including a downgrade from Kepler Cheuvreux.
ナラティブ更新 • Jan 23

B9W: Neutral Ratings And Lower Power Prices Will Shape Upside Potential

Narrative Update on BKW Analysts have trimmed their price targets on BKW, with our updated fair value moving from CHF 193 to about CHF 182. They point to downside risk to consensus estimates in a low power price environment and reflect more cautious views following recent downgrades to Neutral by several firms.
分析記事 • Dec 28

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Dec 12

BKW AG's (VTX:BKW) Share Price Could Signal Some Risk

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.8x right now seems quite...
分析記事 • Nov 27

We Like These Underlying Return On Capital Trends At BKW (VTX:BKW)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Oct 09

Are Investors Undervaluing BKW AG (VTX:BKW) By 31%?

Key Insights BKW's estimated fair value is CHF256 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Sep 24

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブ更新 • Sep 24

Grimsel Dam Approval Will Boost Future Energy Production

The consensus analyst price target for BKW has been modestly raised to CHF193.00, reflecting minor improvements in both future P/E and net profit margin. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target has risen slightly from CHF188.00 to CHF193.00.
分析記事 • Sep 09

BKW AG's (VTX:BKW) Share Price Not Quite Adding Up

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.7x right now seems quite...
ナラティブ更新 • Aug 27

Grimsel Dam Approval Will Boost Future Energy Production

The upward revision in BKW’s consensus price target is primarily driven by a substantial increase in forecast revenue growth and a modest improvement in net profit margins, resulting in a new fair value of CHF188.00. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF185.00 to CHF188.00.
分析記事 • Aug 11

Here's Why BKW (VTX:BKW) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Jul 11

BKW (VTX:BKW) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 • Jun 13

A Look At The Intrinsic Value Of BKW AG (VTX:BKW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, BKW fair value estimate is CHF197 BKW's CHF173 share price...
分析記事 • May 26

These 4 Measures Indicate That BKW (VTX:BKW) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 12

Does BKW (VTX:BKW) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
新しいナラティブ • Feb 09

Grimsel Dam Approval Will Boost Future Energy Production

Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth.

業績と収益の成長予測

SWX:BKW - アナリストの将来予測と過去の財務データ ( )CHF 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
12/31/20284,7474762657884
12/31/20274,6114241607265
12/31/20264,6294762327234
12/31/20254,297357291686N/A
9/30/20254,424408284708N/A
6/30/20254,552459277730N/A
3/31/20254,599541284735N/A
12/31/20244,646622291739N/A
9/30/20244,501562126561N/A
6/30/20244,355501-39384N/A
3/31/20244,353489155544N/A
12/31/20234,351478350704N/A
9/30/20234,740648575887N/A
6/30/20235,1298188001,070N/A
3/31/20235,134684636900N/A
12/31/20225,138550472730N/A
9/30/20224,603358132383N/A
6/30/20224,067167-20837N/A
3/31/20223,761236-21925N/A
12/31/20213,456305-23014N/A
9/30/20213,306380-39206N/A
6/30/20213,156455152397N/A
3/31/20213,083409231463N/A
12/31/20203,010362310530N/A
9/30/20202,969332344563N/A
6/30/20202,928303377597N/A
3/31/20202,855347306533N/A
12/31/20192,782391235469N/A
9/30/20192,734325N/A435N/A
6/30/20192,685259N/A401N/A
3/31/20192,643223N/A387N/A
12/31/20182,600186N/A373N/A
9/30/20182,520226N/AN/AN/A
6/30/20182,440265N/A381N/A
3/31/20182,426260N/A437N/A
12/31/20172,413255N/A493N/A
9/30/20172,421279N/AN/AN/A
6/30/20172,429302N/A514N/A
3/31/20172,397307N/A436N/A
12/31/20162,366312N/A358N/A
9/30/20162,432295N/A418N/A
6/30/20162,499277N/A478N/A
3/31/20162,545277N/A527N/A
12/31/20152,592277N/A576N/A
9/30/20152,607297N/A545N/A
6/30/20152,622317N/A515N/A

アナリストによる今後の成長予測

収入対貯蓄率: BKWの予測収益成長率 (年間8.6% ) は 貯蓄率 ( 0.6% ) を上回っています。

収益対市場: BKWの収益 ( 8.6% ) Swiss市場 ( 10.7% ) よりも低い成長が予測されています。

高成長収益: BKWの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BKWの収益 ( 3% ) Swiss市場 ( 4.9% ) よりも低い成長が予測されています。

高い収益成長: BKWの収益 ( 3% ) 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: BKWの 自己資本利益率 は、3年後には低くなると予測されています ( 9.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 07:13
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドや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

BKW AG 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。11

アナリスト機関
Peter RothenaicherBaader Helvea Equity Research
Rene RückertBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research