Trigano（TGO）株式概要Trigano S.A.は、その子会社とともに、欧州で個人および専門家向けのレジャー用車両の設計、製造、販売、マーケティングを行っている。 詳細TGO ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金5/6報酬株価収益率（ 11.5 x） German市場（ 17.2 x）を下回っています。収益は年間10.39%増加すると予測されています 2.76%の安定した配当金を支払う アナリストらは、株価が23.4%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、TGO 、リスクは検出されなかった。すべてのリスクチェックを見るTGO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,236 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA487,236 investors already sharing narrativesYour Fair Value€Current Price€153.2030.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue €4.6bEarnings €311.0mAdvancedSet Fair ValueView all narrativesTrigano S.A. 競合他社Porsche Automobil HoldingSymbol: XTRA:PAH3Market cap: €9.0bVolkswagenSymbol: XTRA:VOW3Market cap: €38.7bBayerische Motoren WerkeSymbol: XTRA:BMWMarket cap: €36.0bDr. Ing. h.c. F. PorscheSymbol: XTRA:P911Market cap: €39.5b価格と性能株価の高値、安値、推移の概要Trigano過去の株価現在の株価€153.2052週高値€178.0052週安値€132.80ベータ1.071ヶ月の変化7.96%3ヶ月変化3.58%1年変化2.82%3年間の変化16.41%5年間の変化-16.78%IPOからの変化354.20%最新ニュースお知らせ • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026お知らせ • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris Franceお知らせ • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, 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 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% 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 Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).最新情報をもっと見るRecent updatesお知らせ • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026お知らせ • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris Franceお知らせ • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, 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 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% 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 Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).Declared Dividend • May 17Final dividend of €1.75 announcedShareholders will receive a dividend of €1.75. Ex-date: 22nd May 2024 Payment date: 24th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 28% 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. EPS is expected to grow by 8.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jan 10Upcoming dividend of €1.75 per share at 2.4% yieldEligible shareholders must have bought the stock before 17 January 2024. Payment date: 19 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.2%).お知らせ • Jan 09+ 1 more updateTrigano S.A. to Report Fiscal Year 2024 Results on Nov 25, 2024Trigano S.A. announced that they will report fiscal year 2024 results on Nov 25, 2024Reported Earnings • Nov 29Full year 2023 earnings released: EPS: €15.95 (vs €14.58 in FY 2022)Full year 2023 results: EPS: €15.95 (up from €14.58 in FY 2022). Revenue: €3.50b (up 10% from FY 2022). Net income: €308.1m (up 11% from FY 2022). Profit margin: 8.8% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 25Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.お知らせ • Sep 13+ 1 more updateTrigano S.A. (ENXTPA:TRI) acquired Alonso group.Trigano S.A. (ENXTPA:TRI) acquired Alonso group on September 1, 2023.Trigano S.A. (ENXTPA:TRI) completed the acquisition of Alonso group on September 1, 2023.Reported Earnings • May 23First half 2023 earnings released: EPS: €6.30 (vs €7.34 in 1H 2022)First half 2023 results: EPS: €6.30 (down from €7.34 in 1H 2022). Revenue: €1.62b (up 8.4% from 1H 2022). Net income: €121.6m (down 14% from 1H 2022). Profit margin: 7.5% (down from 9.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.お知らせ • May 09Bénéteau Enter into Exclusive Discussions with Trigano to Sell BIO HABITATBénéteau S.A. (ENXTPA:BEN) said it has entered into exclusive discussions with Trigano S.A. (ENXTPA:TRI) to sell its housing business which is focused on manufacturing leisure homes for the camping tourism sector. The talks concern Beneteau’s subsidiary BIO HABITAT, including the O'HARA, IRM and COCO SWEET brands, as well as all of its employees. The financial details of the transaction under negotiations were not disclosed. A potential divestment will be aligned with the French boats maker’s push to focus on its core business.Board Change • Jan 10Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. 6 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Member of the Supervisory Board Jean-Luc Gérard is the most experienced director on the board, commencing their role in 2016. Independent Member of the Supervisory Board Valérie Frohly was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.お知らせ • Jan 04+ 1 more updateTrigano S.A. to Report Q4, 2023 Results on Nov 28, 2023Trigano S.A. announced that they will report Q4, 2023 results on Nov 28, 2023Upcoming Dividend • Jan 04Upcoming dividend of €1.75 per shareEligible shareholders must have bought the stock before 11 January 2023. Payment date: 13 January 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.8%).お知らせ • Dec 23Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil.Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022. Post the transaction, Trigano holds 100% in Protej. Part of the acquisition price of these shares was paid through an exchange with 0.22 million Trigano shares previously held by the company. Trigano S.A. (ENXTPA:TRI) completed the acquisition of 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 24% share price gain to €127, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €161 per share.Reported Earnings • Dec 02Full year 2022 earnings released: EPS: €14.58 (vs €11.55 in FY 2021)Full year 2022 results: EPS: €14.58 (up from €11.55 in FY 2021). Revenue: €3.20b (up 8.9% from FY 2021). Net income: €278.4m (up 25% from FY 2021). Profit margin: 8.7% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto 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 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €88.95, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Auto industry in Germany. Total returns to shareholders of 32% over the past three years.お知らせ • Sep 17Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl.Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl on September 16, 2022. S.I.F.I. achieved a turnover of around €13 million in 2021.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €116, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Jan 25Now 20% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be €210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Nov 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €11.56 (up from €7.23 in FY 2020). Revenue: €2.96b (up 35% from FY 2020). Net income: €222.7m (up 60% from FY 2020). Profit margin: 7.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.6%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Employee Representative Member of the Supervisory Board Tony Cherbonnel was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €172, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Auto industry in Germany. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €151 per share.Is New 90 Day High Low • Feb 20New 90-day high: €159The company is up 21% from its price of €131 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.86 per share.Is New 90 Day High Low • Jan 06New 90-day high: €150The company is up 18% from its price of €127 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €88.78 per share.お知らせ • Jan 05Trigano S.A., Annual General Meeting, Jan 08, 2021Trigano S.A., Annual General Meeting, Jan 08, 2021.Upcoming Dividend • Jan 05Upcoming Dividend of €2.20 Per ShareWill be paid on the 14th of January to those who are registered shareholders by the 12th of January. The trailing yield of 1.5% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.8%).Reported Earnings • Dec 23Full year 2020 earnings released: EPS €7.23The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.20b (down 6.2% from FY 2019). Net income: €139.5m (down 17% from FY 2019). Profit margin: 6.3% (down from 7.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 15%, compared to a 6.6% growth forecast for the Auto industry in Germany.Is New 90 Day High Low • Dec 15New 90-day high: €139The company is up 23% from its price of €113 on 16 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 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.65 per share.Is New 90 Day High Low • Nov 24New 90-day high: €134The company is up 24% from its price of €108 on 25 August 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.01 per share.Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 18% share price gain to €132, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 19x in the Auto industry in Germany. Total returns to shareholders over the past three years are 6.3%.Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 15% share price decline to €109, the stock is trading at a trailing P/E ratio of 13.1x, down from the previous P/E ratio of 15.5x. This compares to an average P/E of 12x in the Auto industry in Germany. Total return to shareholders over the past three years is a loss of 17%.お知らせ • Oct 06Trigano S.A. acquired a 60% stake in Gimeg Holding B.V.Trigano S.A. acquired a 60% stake in Gimeg Holding B.V. on August 27, 2020. The remaining 40% is retained by the GIMEG Holding B.V management team and may be acquired by Trigano S.A in the coming years. Roman Tarlavski, Dena Mokhberolsafa, Isabelle van den, Elisabeth Anne von Meijenfeldt, Gieneke van Nierop, Herman Boersen, Barbara Veldmaat, Jarrik Haust, Nigel Henssen, Simon Sanders, Kimberly Friesen, Rogier de Vrey, Yasar Celebi, Jaap Loman, Floortje van der Mark and Alexander IIkelenstam of CMS Derks Star Busmann N.V. acted as legal advisors for Trigano. Ernst & Young France acted as financial due dillegence advisor to Trigano S.A. (ENXTPA:TRI). Trigano S.A. completed the acquisition of a 60% stake in Gimeg Holding B.V on August 27, 2020.Is New 90 Day High Low • Oct 01New 90-day high: €133The company is up 48% from its price of €90.00 on 03 July 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 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €80.73 per share.株主還元TGODE AutoDE 市場7D1.7%1.3%2.2%1Y2.8%-12.6%4.6%株主還元を見る業界別リターン: TGO過去 1 年間で-12.6 % の収益を上げたGerman Auto業界を上回りました。リターン対市場: TGOは、過去 1 年間で4.6 % のリターンを上げたGerman市場を下回りました。価格変動Is TGO's price volatile compared to industry and market?TGO volatilityTGO Average Weekly Movement4.6%Auto Industry Average Movement4.5%Market Average Movement5.4%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.8%安定した株価: TGO 、 German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: TGOの 週次ボラティリティ ( 5% ) 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193510,139Michel Freichetrigano.comTrigano S.A.は、その子会社とともに、ヨーロッパで個人およびプロフェッショナル向けのレジャービークルの設計、製造、販売、マーケティングを行っている。同社はキャンピングカー、キャラバン、モーターホーム、トレーラー、アウトドア用品を提供している。また、モービルホーム、スペアパーツ、アクセサリー、レジャーファイナンスサービスも提供している。ディーラーネットワークやディストリビューター、オンライン販売サイトTriganostore.comを通じて製品を提供している。Trigano S.A.は1935年に設立され、フランスのパリに本社を置いている。もっと見るTrigano S.A. 基礎のまとめTrigano の収益と売上を時価総額と比較するとどうか。TGO 基礎統計学時価総額€2.93b収益（TTM）€254.90m売上高(TTM)€3.76b11.5xPER（株価収益率0.8xP/SレシオTGO 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TGO 損益計算書（TTM）収益€3.76b売上原価€2.53b売上総利益€1.23bその他の費用€978.50m収益€254.90m直近の収益報告Feb 28, 2026次回決算日Nov 24, 2026一株当たり利益（EPS）13.21グロス・マージン32.76%純利益率6.77%有利子負債／自己資本比率5.5%TGO 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2.8%現在の配当利回り30%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2026/08/04 17:17終値2026/08/04 00:00収益2026/02/28年間収益2025/08/31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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Trigano S.A. 8 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。17 アナリスト機関Anna PatriceBerenbergTrion ReidBerenbergMarie-Line FortBernstein14 その他のアナリストを表示
お知らせ • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026
お知らせ • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris France
お知らせ • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.
Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, 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 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.
New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% 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 Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).
お知らせ • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026
お知らせ • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris France
お知らせ • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.
Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, 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 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.
New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% 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 Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).
Declared Dividend • May 17Final dividend of €1.75 announcedShareholders will receive a dividend of €1.75. Ex-date: 22nd May 2024 Payment date: 24th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 28% 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. EPS is expected to grow by 8.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jan 10Upcoming dividend of €1.75 per share at 2.4% yieldEligible shareholders must have bought the stock before 17 January 2024. Payment date: 19 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.2%).
お知らせ • Jan 09+ 1 more updateTrigano S.A. to Report Fiscal Year 2024 Results on Nov 25, 2024Trigano S.A. announced that they will report fiscal year 2024 results on Nov 25, 2024
Reported Earnings • Nov 29Full year 2023 earnings released: EPS: €15.95 (vs €14.58 in FY 2022)Full year 2023 results: EPS: €15.95 (up from €14.58 in FY 2022). Revenue: €3.50b (up 10% from FY 2022). Net income: €308.1m (up 11% from FY 2022). Profit margin: 8.8% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 25Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.
Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
お知らせ • Sep 13+ 1 more updateTrigano S.A. (ENXTPA:TRI) acquired Alonso group.Trigano S.A. (ENXTPA:TRI) acquired Alonso group on September 1, 2023.Trigano S.A. (ENXTPA:TRI) completed the acquisition of Alonso group on September 1, 2023.
Reported Earnings • May 23First half 2023 earnings released: EPS: €6.30 (vs €7.34 in 1H 2022)First half 2023 results: EPS: €6.30 (down from €7.34 in 1H 2022). Revenue: €1.62b (up 8.4% from 1H 2022). Net income: €121.6m (down 14% from 1H 2022). Profit margin: 7.5% (down from 9.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.
お知らせ • May 09Bénéteau Enter into Exclusive Discussions with Trigano to Sell BIO HABITATBénéteau S.A. (ENXTPA:BEN) said it has entered into exclusive discussions with Trigano S.A. (ENXTPA:TRI) to sell its housing business which is focused on manufacturing leisure homes for the camping tourism sector. The talks concern Beneteau’s subsidiary BIO HABITAT, including the O'HARA, IRM and COCO SWEET brands, as well as all of its employees. The financial details of the transaction under negotiations were not disclosed. A potential divestment will be aligned with the French boats maker’s push to focus on its core business.
Board Change • Jan 10Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. 6 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Member of the Supervisory Board Jean-Luc Gérard is the most experienced director on the board, commencing their role in 2016. Independent Member of the Supervisory Board Valérie Frohly was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
お知らせ • Jan 04+ 1 more updateTrigano S.A. to Report Q4, 2023 Results on Nov 28, 2023Trigano S.A. announced that they will report Q4, 2023 results on Nov 28, 2023
Upcoming Dividend • Jan 04Upcoming dividend of €1.75 per shareEligible shareholders must have bought the stock before 11 January 2023. Payment date: 13 January 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.8%).
お知らせ • Dec 23Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil.Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022. Post the transaction, Trigano holds 100% in Protej. Part of the acquisition price of these shares was paid through an exchange with 0.22 million Trigano shares previously held by the company. Trigano S.A. (ENXTPA:TRI) completed the acquisition of 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 24% share price gain to €127, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €161 per share.
Reported Earnings • Dec 02Full year 2022 earnings released: EPS: €14.58 (vs €11.55 in FY 2021)Full year 2022 results: EPS: €14.58 (up from €11.55 in FY 2021). Revenue: €3.20b (up 8.9% from FY 2021). Net income: €278.4m (up 25% from FY 2021). Profit margin: 8.7% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto 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 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €88.95, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Auto industry in Germany. Total returns to shareholders of 32% over the past three years.
お知らせ • Sep 17Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl.Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl on September 16, 2022. S.I.F.I. achieved a turnover of around €13 million in 2021.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €116, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.
Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Jan 25Now 20% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be €210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Nov 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €11.56 (up from €7.23 in FY 2020). Revenue: €2.96b (up 35% from FY 2020). Net income: €222.7m (up 60% from FY 2020). Profit margin: 7.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.6%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Employee Representative Member of the Supervisory Board Tony Cherbonnel was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €172, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Auto industry in Germany. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €151 per share.
Is New 90 Day High Low • Feb 20New 90-day high: €159The company is up 21% from its price of €131 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.86 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €150The company is up 18% from its price of €127 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €88.78 per share.
お知らせ • Jan 05Trigano S.A., Annual General Meeting, Jan 08, 2021Trigano S.A., Annual General Meeting, Jan 08, 2021.
Upcoming Dividend • Jan 05Upcoming Dividend of €2.20 Per ShareWill be paid on the 14th of January to those who are registered shareholders by the 12th of January. The trailing yield of 1.5% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.8%).
Reported Earnings • Dec 23Full year 2020 earnings released: EPS €7.23The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.20b (down 6.2% from FY 2019). Net income: €139.5m (down 17% from FY 2019). Profit margin: 6.3% (down from 7.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 15%, compared to a 6.6% growth forecast for the Auto industry in Germany.
Is New 90 Day High Low • Dec 15New 90-day high: €139The company is up 23% from its price of €113 on 16 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 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.65 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €134The company is up 24% from its price of €108 on 25 August 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 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.01 per share.
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 18% share price gain to €132, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 19x in the Auto industry in Germany. Total returns to shareholders over the past three years are 6.3%.
Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 15% share price decline to €109, the stock is trading at a trailing P/E ratio of 13.1x, down from the previous P/E ratio of 15.5x. This compares to an average P/E of 12x in the Auto industry in Germany. Total return to shareholders over the past three years is a loss of 17%.
お知らせ • Oct 06Trigano S.A. acquired a 60% stake in Gimeg Holding B.V.Trigano S.A. acquired a 60% stake in Gimeg Holding B.V. on August 27, 2020. The remaining 40% is retained by the GIMEG Holding B.V management team and may be acquired by Trigano S.A in the coming years. Roman Tarlavski, Dena Mokhberolsafa, Isabelle van den, Elisabeth Anne von Meijenfeldt, Gieneke van Nierop, Herman Boersen, Barbara Veldmaat, Jarrik Haust, Nigel Henssen, Simon Sanders, Kimberly Friesen, Rogier de Vrey, Yasar Celebi, Jaap Loman, Floortje van der Mark and Alexander IIkelenstam of CMS Derks Star Busmann N.V. acted as legal advisors for Trigano. Ernst & Young France acted as financial due dillegence advisor to Trigano S.A. (ENXTPA:TRI). Trigano S.A. completed the acquisition of a 60% stake in Gimeg Holding B.V on August 27, 2020.
Is New 90 Day High Low • Oct 01New 90-day high: €133The company is up 48% from its price of €90.00 on 03 July 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 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €80.73 per share.
