View ValuationBajaj Mobility 将来の成長Future 基準チェック /06現在、 Bajaj Mobilityの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Auto 収益成長18.4%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.お知らせ • Oct 22PIERER Mobility AG Cancels Guidance for the Year 2024PIERER Mobility AG canceled guidance for the year 2024 . Company will fall short of expectations in terms of revenue and earnings, as well as with regard to the reduction in working capital and net debt in the current financial year, and is revoking its guidance for the 2024 financial year. A new review of non-cash value adjustments will also be carried out by the end of the year.お知らせ • Jan 11Pierer Mobility Ag Provides Preliminary Consolidated Earnings Guidance for the Year 2023PIERER Mobility AG provided preliminary consolidated earnings guidance for the year 2023. For the year, the company expects sales of between EUR 2,650 million and EUR 2,670 million for the 2023 financial year, which represents an increase of around 9 % compared to the previous year.お知らせ • Dec 07+ 1 more updatePIERER Mobility AG Provides Sales Guidance for the Year 2023 and 2024PIERER Mobility AG provides sales guidance for the year 2023 and 2024. For the year 2023, the company expects sales growth for the 2023 financial year of 7 % to 9 % with an EBIT margin of between 5 % and 7 %.For the year 2024, the company expects sales to remain almost unchanged and an EBIT margin of 5 % - 7 %.すべての更新を表示Recent updatesお知らせ • Feb 16+ 1 more updateBajaj Mobility AG to Report Q3, 2026 Results on Oct 13, 2026Bajaj Mobility AG announced that they will report Q3, 2026 results on Oct 13, 2026お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.お知らせ • Dec 09PIERER Mobility AG, Annual General Meeting, Apr 24, 2026PIERER Mobility AG, Annual General Meeting, Apr 24, 2026.お知らせ • Nov 21Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM).Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM) on November 20, 2025. Florian Burguet and Cesar Rojo, were already managing directors and minority shareholders of Felt Racing, LLC since 2023 and will continue running the Spanish and North American units independently. The closing of the transaction is subject to the approval by the Supervisory Board and is expected to be completed before the end of the year.お知らせ • Aug 30+ 2 more updatesPIERER Mobility AG to Report Fiscal Year 2025 Results on Jan 29, 2026PIERER Mobility AG announced that they will report fiscal year 2025 results on Jan 29, 2026お知らせ • May 29+ 1 more updatePIERER Mobility AG Announces No Dividend to be distributed for Fiscal Year 2024PIERER Mobility AG announced that the negative free cash flow of €776 million consequently increased net debt to €1,643 million as of December 31, 2024. Equity was negative at €194 million due to the results. Therefore, no dividend will be distributed for the 2024 fiscal year.お知らせ • Jan 28PIERER Mobility AG Appoints Stephan Zöchling as Supervisory Board ChairmanPIERER Mobility AG announced that The Supervisory Board meeting following the Extraordinary General Meeting elected Stephan Zöchling as the new Chairman.お知らせ • Jan 27PIERER Mobility AG, Annual General Meeting, Apr 25, 2025PIERER Mobility AG, Annual General Meeting, Apr 25, 2025.お知らせ • Jan 03PIERER Mobility AG Announces Resignation of Chairman of the Supervisory Board, Josef BlazicekPIERER Mobility AG announced the current chairman of the supervisory board, Josef Blazicek, resigned from the supervisory board with effect from the end of the next general assembly.お知らせ • Oct 22PIERER Mobility AG Cancels Guidance for the Year 2024PIERER Mobility AG canceled guidance for the year 2024 . Company will fall short of expectations in terms of revenue and earnings, as well as with regard to the reduction in working capital and net debt in the current financial year, and is revoking its guidance for the 2024 financial year. A new review of non-cash value adjustments will also be carried out by the end of the year.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €20.30, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.33 per share.New Risk • Aug 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% 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 34% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). 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 (7.6% average weekly change).Reported Earnings • Aug 29First half 2023 earnings released: EPS: €1.63 (vs €2.00 in 1H 2022)First half 2023 results: EPS: €1.63 (down from €2.00 in 1H 2022). Revenue: €1.39b (up 20% from 1H 2022). Net income: €55.0m (down 19% from 1H 2022). Profit margin: 4.0% (down from 5.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 4 years, compared to a 2.3% growth forecast for the Auto industry in Germany.お知らせ • Aug 27+ 1 more updatePIERER Mobility AG to Report Fiscal Year 2024 Final Results on Mar 26, 2025PIERER Mobility AG announced that they will report fiscal year 2024 final results on Mar 26, 2025Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €28.50, the stock trades at a trailing P/E ratio of 11.9x. Average forward P/E is 5x in the Auto industry in Germany. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.18 per share.Buy Or Sell Opportunity • May 27Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to €37.90. The fair value is estimated to be €31.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Buy Or Sell Opportunity • May 06Now 27% overvaluedOver the last 90 days, the stock has fallen 22% to €39.00. The fair value is estimated to be €30.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Upcoming Dividend • Apr 17Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.6%).New Risk • Mar 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). High level of non-cash earnings (38% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.0% net profit margin).Declared Dividend • Mar 17Dividend of €0.50 announcedShareholders will receive a dividend of €0.50. Ex-date: 24th April 2024 Payment date: 29th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 27% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% 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 1.2% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).お知らせ • Jan 11Pierer Mobility Ag Provides Preliminary Consolidated Earnings Guidance for the Year 2023PIERER Mobility AG provided preliminary consolidated earnings guidance for the year 2023. For the year, the company expects sales of between EUR 2,650 million and EUR 2,670 million for the 2023 financial year, which represents an increase of around 9 % compared to the previous year.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €52.80, the stock trades at a trailing P/E ratio of 11.3x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 12% over the past three years.お知らせ • Dec 07+ 1 more updatePIERER Mobility AG Provides Sales Guidance for the Year 2023 and 2024PIERER Mobility AG provides sales guidance for the year 2023 and 2024. For the year 2023, the company expects sales growth for the 2023 financial year of 7 % to 9 % with an EBIT margin of between 5 % and 7 %.For the year 2024, the company expects sales to remain almost unchanged and an EBIT margin of 5 % - 7 %.New Risk • Aug 31New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).お知らせ • Aug 30+ 3 more updatesPIERER Mobility AG to Report First Half, 2024 Results on Aug 27, 2024PIERER Mobility AG announced that they will report first half, 2024 results on Aug 27, 2024Upcoming Dividend • Apr 19Upcoming dividend of €2.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 26 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 40% and the cash payout ratio is 100%. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.3%).Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.44b (up 19% from FY 2021). Net income: €169.9m (up 106% from FY 2021). Profit margin: 7.0% (up from 4.0% in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto industry in Germany.お知らせ • Oct 28+ 1 more updatePIERER Mobility AG to Report First Half, 2023 Results on Aug 29, 2023PIERER Mobility AG announced that they will report first half, 2023 results on Aug 29, 2023お知らせ • Sep 14PIERER Mobility AG to Report Fiscal Year 2022 Results on Jan 31, 2023PIERER Mobility AG announced that they will report fiscal year 2022 results on Jan 31, 2023Reported Earnings • Sep 01First half 2022 earnings released: EPS: €2.00 (vs €1.79 in 1H 2021)First half 2022 results: EPS: €2.00 (up from €1.79 in 1H 2021). Revenue: €1.15b (up 7.1% from 1H 2021). Net income: €67.6m (up 68% from 1H 2021). Profit margin: 5.9% (up from 3.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €74.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Upcoming Dividend • Apr 27Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 04 May 2022. Payment date: 09 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (6.3%).Reported Earnings • Mar 31Full year 2021 earnings released: EPS: €3.34 (vs €1.56 in FY 2020)Full year 2021 results: EPS: €3.34 (up from €1.56 in FY 2020). Revenue: €2.04b (up 33% from FY 2020). Net income: €82.5m (up 136% from FY 2020). Profit margin: 4.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 28Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 05 May 2021. Payment date: 10 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).Reported Earnings • Apr 02Full year 2020 earnings released: EPS €1.56 (vs €2.42 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €1.53b (flat on FY 2019). Net income: €34.9m (down 36% from FY 2019). Profit margin: 2.3% (down from 3.6% in FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.Is New 90 Day High Low • Jan 06New 90-day high: €67.00The company is up 33% from its price of €50.50 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.87 per share.Is New 90 Day High Low • Dec 12New 90-day high: €61.50The company is up 19% from its price of €51.50 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.80 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Bajaj Mobility は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:PKTM - 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3/31/20261,146667-6713N/A12/31/20251,009595-113-22N/A9/30/20251,153259-181-53N/A6/30/20251,297-77-250-84N/A3/31/20251,588-534-474-260N/A12/31/20241,879-990-699-436N/A9/30/20242,080-567-795-507N/A6/30/20242,281-145-891-577N/A3/31/20242,471-32-657-344N/A12/31/20232,66180-424-111N/A9/30/20232,666119-178123N/A6/30/20232,67115768357N/A3/31/20232,55416451319N/A12/31/20222,43717034280N/A9/30/20222,27714011236N/A6/30/20222,118110-13192N/A3/31/20222,0809686280N/A12/31/20212,04283185367N/A9/30/20212,02581222395N/A6/30/20212,00880258422N/A3/31/20211,76957211367N/A12/31/20201,53035165313N/A9/30/20201,44835135283N/A6/30/20201,36535105253N/A3/31/20201,44345107255N/A12/31/20191,52054N/A257N/A9/30/20191,50648N/A219N/A6/30/20191,49342N/A181N/A3/31/20191,47742N/A133N/A12/31/20181,46241N/A85N/A9/30/20181,43738N/A103N/A6/30/20181,41335N/A120N/A3/31/20181,38337N/A141N/A12/31/20171,35440N/A161N/A9/30/20171,35247N/A177N/A6/30/20171,33245N/A138N/A3/31/20171,34248N/A168N/A12/31/20161,34352N/A168N/A9/30/20161,31240N/A158N/A6/30/20161,27636N/A108N/A3/31/20161,24536N/A178N/A12/31/20151,22430N/A107N/A9/30/20151,18622N/A79N/A6/30/20151,18328N/A84N/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: PKTMの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: PKTMの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: PKTMの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: PKTMの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: PKTMの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: PKTMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YAutomobiles 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2026/05/21 19:28終値2026/05/21 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Bajaj Mobility AG 0 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。4 アナリスト機関Andrew ChambersEdison Investment ResearchMartin ComtesseJefferies LLCConstantin HesseJefferies LLC1 その他のアナリストを表示
お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.
お知らせ • Oct 22PIERER Mobility AG Cancels Guidance for the Year 2024PIERER Mobility AG canceled guidance for the year 2024 . Company will fall short of expectations in terms of revenue and earnings, as well as with regard to the reduction in working capital and net debt in the current financial year, and is revoking its guidance for the 2024 financial year. A new review of non-cash value adjustments will also be carried out by the end of the year.
お知らせ • Jan 11Pierer Mobility Ag Provides Preliminary Consolidated Earnings Guidance for the Year 2023PIERER Mobility AG provided preliminary consolidated earnings guidance for the year 2023. For the year, the company expects sales of between EUR 2,650 million and EUR 2,670 million for the 2023 financial year, which represents an increase of around 9 % compared to the previous year.
お知らせ • Dec 07+ 1 more updatePIERER Mobility AG Provides Sales Guidance for the Year 2023 and 2024PIERER Mobility AG provides sales guidance for the year 2023 and 2024. For the year 2023, the company expects sales growth for the 2023 financial year of 7 % to 9 % with an EBIT margin of between 5 % and 7 %.For the year 2024, the company expects sales to remain almost unchanged and an EBIT margin of 5 % - 7 %.
お知らせ • Feb 16+ 1 more updateBajaj Mobility AG to Report Q3, 2026 Results on Oct 13, 2026Bajaj Mobility AG announced that they will report Q3, 2026 results on Oct 13, 2026
お知らせ • Jan 16Bajaj Mobility AG Provides Consolidated Sales Guidance for the Fiscal Year 2025Bajaj Mobility AG provided consolidated sales guidance for the fiscal year 2025. The company expects consolidated sales for the past fiscal year 2025 to be just over EUR 1 billion, marking a reduction of approximately 46% compared to the previous year.
お知らせ • Dec 09PIERER Mobility AG, Annual General Meeting, Apr 24, 2026PIERER Mobility AG, Annual General Meeting, Apr 24, 2026.
お知らせ • Nov 21Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM).Florian Burguet and Cesar Rojo agreed to acquire an unknown majority stake in Felt Racing, LLC from PIERER Mobility AG (WBAG:PKTM) on November 20, 2025. Florian Burguet and Cesar Rojo, were already managing directors and minority shareholders of Felt Racing, LLC since 2023 and will continue running the Spanish and North American units independently. The closing of the transaction is subject to the approval by the Supervisory Board and is expected to be completed before the end of the year.
お知らせ • Aug 30+ 2 more updatesPIERER Mobility AG to Report Fiscal Year 2025 Results on Jan 29, 2026PIERER Mobility AG announced that they will report fiscal year 2025 results on Jan 29, 2026
お知らせ • May 29+ 1 more updatePIERER Mobility AG Announces No Dividend to be distributed for Fiscal Year 2024PIERER Mobility AG announced that the negative free cash flow of €776 million consequently increased net debt to €1,643 million as of December 31, 2024. Equity was negative at €194 million due to the results. Therefore, no dividend will be distributed for the 2024 fiscal year.
お知らせ • Jan 28PIERER Mobility AG Appoints Stephan Zöchling as Supervisory Board ChairmanPIERER Mobility AG announced that The Supervisory Board meeting following the Extraordinary General Meeting elected Stephan Zöchling as the new Chairman.
お知らせ • Jan 27PIERER Mobility AG, Annual General Meeting, Apr 25, 2025PIERER Mobility AG, Annual General Meeting, Apr 25, 2025.
お知らせ • Jan 03PIERER Mobility AG Announces Resignation of Chairman of the Supervisory Board, Josef BlazicekPIERER Mobility AG announced the current chairman of the supervisory board, Josef Blazicek, resigned from the supervisory board with effect from the end of the next general assembly.
お知らせ • Oct 22PIERER Mobility AG Cancels Guidance for the Year 2024PIERER Mobility AG canceled guidance for the year 2024 . Company will fall short of expectations in terms of revenue and earnings, as well as with regard to the reduction in working capital and net debt in the current financial year, and is revoking its guidance for the 2024 financial year. A new review of non-cash value adjustments will also be carried out by the end of the year.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €20.30, the stock trades at a trailing P/E ratio of 4.4x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.33 per share.
New Risk • Aug 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 34% 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 34% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). 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 (7.6% average weekly change).
Reported Earnings • Aug 29First half 2023 earnings released: EPS: €1.63 (vs €2.00 in 1H 2022)First half 2023 results: EPS: €1.63 (down from €2.00 in 1H 2022). Revenue: €1.39b (up 20% from 1H 2022). Net income: €55.0m (down 19% from 1H 2022). Profit margin: 4.0% (down from 5.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 4 years, compared to a 2.3% growth forecast for the Auto industry in Germany.
お知らせ • Aug 27+ 1 more updatePIERER Mobility AG to Report Fiscal Year 2024 Final Results on Mar 26, 2025PIERER Mobility AG announced that they will report fiscal year 2024 final results on Mar 26, 2025
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €28.50, the stock trades at a trailing P/E ratio of 11.9x. Average forward P/E is 5x in the Auto industry in Germany. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.18 per share.
Buy Or Sell Opportunity • May 27Now 20% overvaluedOver the last 90 days, the stock has fallen 19% to €37.90. The fair value is estimated to be €31.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Buy Or Sell Opportunity • May 06Now 27% overvaluedOver the last 90 days, the stock has fallen 22% to €39.00. The fair value is estimated to be €30.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Upcoming Dividend • Apr 17Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 29 April 2024. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.6%).
New Risk • Mar 30New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.5x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). High level of non-cash earnings (38% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (3.0% net profit margin).
Declared Dividend • Mar 17Dividend of €0.50 announcedShareholders will receive a dividend of €0.50. Ex-date: 24th April 2024 Payment date: 29th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 27% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jan 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% 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 1.2% per year for the foreseeable future. Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).
お知らせ • Jan 11Pierer Mobility Ag Provides Preliminary Consolidated Earnings Guidance for the Year 2023PIERER Mobility AG provided preliminary consolidated earnings guidance for the year 2023. For the year, the company expects sales of between EUR 2,650 million and EUR 2,670 million for the 2023 financial year, which represents an increase of around 9 % compared to the previous year.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €52.80, the stock trades at a trailing P/E ratio of 11.3x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 12% over the past three years.
お知らせ • Dec 07+ 1 more updatePIERER Mobility AG Provides Sales Guidance for the Year 2023 and 2024PIERER Mobility AG provides sales guidance for the year 2023 and 2024. For the year 2023, the company expects sales growth for the 2023 financial year of 7 % to 9 % with an EBIT margin of between 5 % and 7 %.For the year 2024, the company expects sales to remain almost unchanged and an EBIT margin of 5 % - 7 %.
New Risk • Aug 31New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Dividend is not well covered by cash flows (99% cash payout ratio).
お知らせ • Aug 30+ 3 more updatesPIERER Mobility AG to Report First Half, 2024 Results on Aug 27, 2024PIERER Mobility AG announced that they will report first half, 2024 results on Aug 27, 2024
Upcoming Dividend • Apr 19Upcoming dividend of €2.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 26 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 40% and the cash payout ratio is 100%. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.3%).
Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.44b (up 19% from FY 2021). Net income: €169.9m (up 106% from FY 2021). Profit margin: 7.0% (up from 4.0% in FY 2021). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto industry in Germany.
お知らせ • Oct 28+ 1 more updatePIERER Mobility AG to Report First Half, 2023 Results on Aug 29, 2023PIERER Mobility AG announced that they will report first half, 2023 results on Aug 29, 2023
お知らせ • Sep 14PIERER Mobility AG to Report Fiscal Year 2022 Results on Jan 31, 2023PIERER Mobility AG announced that they will report fiscal year 2022 results on Jan 31, 2023
Reported Earnings • Sep 01First half 2022 earnings released: EPS: €2.00 (vs €1.79 in 1H 2021)First half 2022 results: EPS: €2.00 (up from €1.79 in 1H 2021). Revenue: €1.15b (up 7.1% from 1H 2021). Net income: €67.6m (up 68% from 1H 2021). Profit margin: 5.9% (up from 3.7% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 10% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €74.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Upcoming Dividend • Apr 27Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 04 May 2022. Payment date: 09 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (6.3%).
Reported Earnings • Mar 31Full year 2021 earnings released: EPS: €3.34 (vs €1.56 in FY 2020)Full year 2021 results: EPS: €3.34 (up from €1.56 in FY 2020). Revenue: €2.04b (up 33% from FY 2020). Net income: €82.5m (up 136% from FY 2020). Profit margin: 4.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 28Upcoming dividend of €0.50 per shareEligible shareholders must have bought the stock before 05 May 2021. Payment date: 10 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).
Reported Earnings • Apr 02Full year 2020 earnings released: EPS €1.56 (vs €2.42 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €1.53b (flat on FY 2019). Net income: €34.9m (down 36% from FY 2019). Profit margin: 2.3% (down from 3.6% in FY 2019). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Is New 90 Day High Low • Jan 06New 90-day high: €67.00The company is up 33% from its price of €50.50 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.87 per share.
Is New 90 Day High Low • Dec 12New 90-day high: €61.50The company is up 19% from its price of €51.50 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.80 per share.