View ValuationBiesse 将来の成長Future 基準チェック /36Biesse利益と収益がそれぞれ年間111%と5.4%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3.9% 111.3%なると予測されています。主要情報111.0%収益成長率111.31%EPS成長率Machinery 収益成長24.6%収益成長率5.4%将来の株主資本利益率3.86%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • 16hFirst quarter 2026 earnings releasedFirst quarter 2026 results: €0.23 loss per share. Revenue: €146.1m (down 4.7% from 1Q 2025). Net loss: €6.26m (loss widened 123% from 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.お知らせ • Dec 19+ 3 more updatesBiesse S.p.A. to Report Fiscal Year 2025 Results on Mar 13, 2026Biesse S.p.A. announced that they will report fiscal year 2025 results on Mar 13, 2026お知らせ • Mar 19Biesse S.p.A. announces Annual dividend, payable on May 07, 2025Biesse S.p.A. announced Annual dividend of EUR 0.0400 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.お知らせ • Nov 22+ 3 more updatesBiesse S.p.A. to Report Q3, 2025 Results on Oct 28, 2025Biesse S.p.A. announced that they will report Q3, 2025 results on Oct 28, 2025Reported Earnings • Oct 28Third quarter 2024 earnings releasedThird quarter 2024 results: €0.049 loss per share. Revenue: €165.1m (down 7.0% from 3Q 2023). Net loss: €1.35m (loss narrowed 62% from 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.Buy Or Sell Opportunity • Sep 25Now 26% overvaluedOver the last 90 days, the stock has fallen 18% to €8.62. The fair value is estimated to be €6.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Jul 31Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €202.7m (down 2.9% from 2Q 2023). Net income: €1.08m (down 85% from 2Q 2023). Profit margin: 0.5% (down from 3.4% in 2Q 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.10. Revenue: €198.0m (down 5.5% from 1Q 2023). Net income: €2.85m (down 77% from 1Q 2023). Profit margin: 1.4% (down from 5.9% in 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.Declared Dividend • Mar 25Dividend of €0.14 announcedShareholders will receive a dividend of €0.14. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 66% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Full year 2023 earnings releasedFull year 2023 results: Revenue: €791.5m (down 3.8% from FY 2022). Net income: €12.5m (down 59% from FY 2022). Profit margin: 1.6% (down from 3.7% in FY 2022). Revenue is expected to decline by 1.5% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 3.2%.お知らせ • Jan 30Biesse S.p.A. completed the acquisition of Gmm Finance S.R.L. for €69 million.Biesse S.p.A. (BIT:BSS) signed a contract to acquire Gmm Finance S.R.L. from Consilium Private Equity Fund III managed by Consilium SGR p.A. and Fgl Holding S.R.L. for €72 million on December 21, 2023. The transaction is expected to close on February 15, 2024.Biesse S.p.A. completed the acquisition of Gmm Finance S.R.L. for €69 million on January 29, 2024.お知らせ • Dec 20+ 4 more updatesBiesse S.p.A. to Report Fiscal Year 2023 Results on Mar 14, 2024Biesse S.p.A. announced that they will report fiscal year 2023 results on Mar 14, 2024Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €181.8m (down 6.4% from 3Q 2022). Net loss: €3.56m (down 165% from profit in 3Q 2022). Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Machinery industry in Germany are expected to grow by 3.4%.New Risk • Oct 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% 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 10% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 30Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €214.1m (down 3.8% from 2Q 2022). Net income: €7.18m (down 25% from 2Q 2022). Profit margin: 3.4% (down from 4.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.7% p.a. on average during the next 3 years, while revenues in the Machinery industry in Germany are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €211.6m (up 7.6% from 1Q 2022). Net income: €12.3m (up 26% from 1Q 2022). Profit margin: 5.8% (up from 5.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 01Upcoming dividend of €0.33 per share at 2.4% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 30% and the cash payout ratio is 85%. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.8%).Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €830.8m (up 12% from FY 2021). Net income: €30.3m (down 11% from FY 2021). Profit margin: 3.6% (down from 4.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Machinery industry in Germany.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €17.66, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Machinery industry in Germany. Total returns to shareholders of 52% over the past three years.Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. 2 highly experienced directors. Statutory Auditor Giovanni Ciurlo is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €11.06, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 10% over the past three years.Reported Earnings • Oct 29Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €199.6m (up 16% from 3Q 2021). Net income: €5.46m (down 22% from 3Q 2021). Profit margin: 2.7% (down from 4.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Machinery industry in Germany are expected to grow by 4.2%.Reported Earnings • Aug 01Second quarter 2022 earnings released: EPS: €0.35 (vs €0.79 in 2Q 2021)Second quarter 2022 results: EPS: €0.35 (down from €0.79 in 2Q 2021). Revenue: €222.5m (up 15% from 2Q 2021). Net income: €9.58m (down 55% from 2Q 2021). Profit margin: 4.3% (down from 11% in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to €16.41, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 18% over the past three years.Upcoming Dividend • May 16Upcoming dividend of €0.62 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.5%).Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 2 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Statutory Auditor Giovanni Ciurlo is the most experienced director on the board, commencing their role in 2006. Independent Director Ferruccio Borsani 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 board continuity. Lack of experienced directors.Reported Earnings • Mar 16Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €749.2m (up 29% from FY 2020). Net income: €34.2m (up €31.7m from FY 2020). Profit margin: 4.6% (up from 0.4% in FY 2020). Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €15.42, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Machinery industry in Germany. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.38 per share.Buying Opportunity • Feb 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €24.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.0% per annum over the last 3 years. Earnings per share has grown by 641% over the last year.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €172.9m (up 22% from 3Q 2020). Net income: €7.07m (up 174% from 3Q 2020). Profit margin: 4.1% (up from 1.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Aug 02Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €212.6m (up 98% from 2Q 2020). Net income: €21.5m (up €22.5m from 2Q 2020). Profit margin: 10% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €162.5m (up 8.9% from 1Q 2020). Net income: €6.82m (up 222% from 1Q 2020). Profit margin: 4.2% (up from 1.4% in 1Q 2020).Reported Earnings • Apr 04Full year 2020 earnings released: EPS €0.092 (vs €0.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €578.8m (down 18% from FY 2019). Net income: €2.53m (down 81% from FY 2019). Profit margin: 0.4% (down from 1.8% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 18Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €584.6m (down 18% from FY 2019). Net income: €2.46m (down 81% from FY 2019). Profit margin: 0.4% (down from 1.8% in FY 2019).Is New 90 Day High Low • Feb 04New 90-day high: €21.18The company is up 33% from its price of €15.95 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery 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 €17.18 per share.お知らせ • Jan 29An unknown buyer agreed to acquire Dongguan Korex Machinery Co.Ltd from Biesse S.p.A. (BIT:BSS) for approximately CNY 180 million.An unknown buyer agreed to acquire Dongguan Korex Machinery Co.Ltd from Biesse S.p.A. (BIT:BSS) for approximately CNY 180 million on January 28, 2021. The transaction is expected to close by mid-March 2021. The transaction will lead to a reduction in operating costs.Is New 90 Day High Low • Jan 05New 90-day high: €18.76The company is up 16% from its price of €16.16 on 07 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 Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.00 per share.Is New 90 Day High Low • Dec 12New 90-day high: €17.18The company is up 22% from its price of €14.10 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 Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.97 per share.Is New 90 Day High Low • Oct 06New 90-day high: €15.00The company is up 16% from its price of €12.93 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery 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 €15.84 per share.業績と収益の成長予測DB:BI2 - 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12/31/20287601630N/A212/31/2027716714N/A212/31/2026680113N/A23/31/2026655-23N/AN/AN/A12/31/2025662-20-120N/A9/30/2025676-8N/AN/AN/A6/30/2025682-7022N/A3/31/2025712-2N/AN/AN/A12/31/20247554-514N/A9/30/2024750-1N/AN/AN/A6/30/2024763-3015N/A3/31/20247713N/AN/AN/A12/31/202378512-516N/A9/30/202380521N/AN/AN/A6/30/2023822301543N/A3/31/202383533N/AN/AN/A12/31/2022822302040N/A9/30/202282923N/AN/AN/A6/30/2022807253546N/A3/31/202277737N/AN/AN/A12/31/20217423490104N/A9/30/202170934N/AN/AN/A6/30/202167630119134N/A3/31/20215937N/AN/AN/A12/31/202057937388N/A9/30/20205912N/AN/AN/A6/30/202061842142N/A3/31/202068410N/AN/AN/A12/31/201970613N/A43N/A9/30/201973035N/A32N/A6/30/201973037N/A40N/A3/31/201975041N/AN/AN/A12/31/201874544N/A54N/A9/30/201871938N/A58N/A6/30/201872042N/A81N/A3/31/201869541N/AN/AN/A12/31/201769343N/A83N/A9/30/201768337N/A85N/A6/30/201766835N/A47N/A3/31/201766436N/A63N/A12/31/201662129N/A48N/A9/30/201659327N/A53N/A6/30/201656022N/A63N/A3/31/201652720N/A37N/A12/31/201552221N/A45N/A9/30/201549422N/A27N/A6/30/201547520N/A35N/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: BI2は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: BI2今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: BI2今後 3 年以内に収益を上げることが予想されます。収益対市場: BI2の収益 ( 5.4% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: BI2の収益 ( 5.4% ) 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: BI2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 ( 3.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/05/20 13:20終値2026/05/20 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Biesse S.p.A. 2 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Niccolò ZanoniBanca Akros S.p.A. (ESN)Francesco TaddeiBanca Akros S.p.A. (ESN)Giuseppe MarsellaBNP Paribas1 その他のアナリストを表示
Reported Earnings • 16hFirst quarter 2026 earnings releasedFirst quarter 2026 results: €0.23 loss per share. Revenue: €146.1m (down 4.7% from 1Q 2025). Net loss: €6.26m (loss widened 123% from 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
お知らせ • Dec 19+ 3 more updatesBiesse S.p.A. to Report Fiscal Year 2025 Results on Mar 13, 2026Biesse S.p.A. announced that they will report fiscal year 2025 results on Mar 13, 2026
お知らせ • Mar 19Biesse S.p.A. announces Annual dividend, payable on May 07, 2025Biesse S.p.A. announced Annual dividend of EUR 0.0400 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.
お知らせ • Nov 22+ 3 more updatesBiesse S.p.A. to Report Q3, 2025 Results on Oct 28, 2025Biesse S.p.A. announced that they will report Q3, 2025 results on Oct 28, 2025
Reported Earnings • Oct 28Third quarter 2024 earnings releasedThird quarter 2024 results: €0.049 loss per share. Revenue: €165.1m (down 7.0% from 3Q 2023). Net loss: €1.35m (loss narrowed 62% from 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.
Buy Or Sell Opportunity • Sep 25Now 26% overvaluedOver the last 90 days, the stock has fallen 18% to €8.62. The fair value is estimated to be €6.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Jul 31Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €202.7m (down 2.9% from 2Q 2023). Net income: €1.08m (down 85% from 2Q 2023). Profit margin: 0.5% (down from 3.4% in 2Q 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.10. Revenue: €198.0m (down 5.5% from 1Q 2023). Net income: €2.85m (down 77% from 1Q 2023). Profit margin: 1.4% (down from 5.9% in 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany.
Declared Dividend • Mar 25Dividend of €0.14 announcedShareholders will receive a dividend of €0.14. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 66% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Full year 2023 earnings releasedFull year 2023 results: Revenue: €791.5m (down 3.8% from FY 2022). Net income: €12.5m (down 59% from FY 2022). Profit margin: 1.6% (down from 3.7% in FY 2022). Revenue is expected to decline by 1.5% p.a. on average during the next 2 years, while revenues in the Machinery industry in Germany are expected to grow by 3.2%.
お知らせ • Jan 30Biesse S.p.A. completed the acquisition of Gmm Finance S.R.L. for €69 million.Biesse S.p.A. (BIT:BSS) signed a contract to acquire Gmm Finance S.R.L. from Consilium Private Equity Fund III managed by Consilium SGR p.A. and Fgl Holding S.R.L. for €72 million on December 21, 2023. The transaction is expected to close on February 15, 2024.Biesse S.p.A. completed the acquisition of Gmm Finance S.R.L. for €69 million on January 29, 2024.
お知らせ • Dec 20+ 4 more updatesBiesse S.p.A. to Report Fiscal Year 2023 Results on Mar 14, 2024Biesse S.p.A. announced that they will report fiscal year 2023 results on Mar 14, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €181.8m (down 6.4% from 3Q 2022). Net loss: €3.56m (down 165% from profit in 3Q 2022). Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Machinery industry in Germany are expected to grow by 3.4%.
New Risk • Oct 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% 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 10% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 30Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €214.1m (down 3.8% from 2Q 2022). Net income: €7.18m (down 25% from 2Q 2022). Profit margin: 3.4% (down from 4.3% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 3.7% p.a. on average during the next 3 years, while revenues in the Machinery industry in Germany are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €211.6m (up 7.6% from 1Q 2022). Net income: €12.3m (up 26% from 1Q 2022). Profit margin: 5.8% (up from 5.0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 01Upcoming dividend of €0.33 per share at 2.4% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 30% and the cash payout ratio is 85%. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (2.8%).
Reported Earnings • Mar 16Full year 2022 earnings releasedFull year 2022 results: Revenue: €830.8m (up 12% from FY 2021). Net income: €30.3m (down 11% from FY 2021). Profit margin: 3.6% (down from 4.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Machinery industry in Germany.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €17.66, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Machinery industry in Germany. Total returns to shareholders of 52% over the past three years.
Board Change • Nov 16High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 2 experienced directors. 2 highly experienced directors. Statutory Auditor Giovanni Ciurlo is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €11.06, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 10% over the past three years.
Reported Earnings • Oct 29Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €199.6m (up 16% from 3Q 2021). Net income: €5.46m (down 22% from 3Q 2021). Profit margin: 2.7% (down from 4.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Machinery industry in Germany are expected to grow by 4.2%.
Reported Earnings • Aug 01Second quarter 2022 earnings released: EPS: €0.35 (vs €0.79 in 2Q 2021)Second quarter 2022 results: EPS: €0.35 (down from €0.79 in 2Q 2021). Revenue: €222.5m (up 15% from 2Q 2021). Net income: €9.58m (down 55% from 2Q 2021). Profit margin: 4.3% (down from 11% in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 9% per year.
Valuation Update With 7 Day Price Move • May 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to €16.41, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 18% over the past three years.
Upcoming Dividend • May 16Upcoming dividend of €0.62 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (2.5%).
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 2 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Statutory Auditor Giovanni Ciurlo is the most experienced director on the board, commencing their role in 2006. Independent Director Ferruccio Borsani 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 board continuity. Lack of experienced directors.
Reported Earnings • Mar 16Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €749.2m (up 29% from FY 2020). Net income: €34.2m (up €31.7m from FY 2020). Profit margin: 4.6% (up from 0.4% in FY 2020). Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €15.42, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Machinery industry in Germany. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.38 per share.
Buying Opportunity • Feb 25Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €24.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.0% per annum over the last 3 years. Earnings per share has grown by 641% over the last year.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €172.9m (up 22% from 3Q 2020). Net income: €7.07m (up 174% from 3Q 2020). Profit margin: 4.1% (up from 1.8% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 02Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €212.6m (up 98% from 2Q 2020). Net income: €21.5m (up €22.5m from 2Q 2020). Profit margin: 10% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 15First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €162.5m (up 8.9% from 1Q 2020). Net income: €6.82m (up 222% from 1Q 2020). Profit margin: 4.2% (up from 1.4% in 1Q 2020).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS €0.092 (vs €0.48 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €578.8m (down 18% from FY 2019). Net income: €2.53m (down 81% from FY 2019). Profit margin: 0.4% (down from 1.8% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 18Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €584.6m (down 18% from FY 2019). Net income: €2.46m (down 81% from FY 2019). Profit margin: 0.4% (down from 1.8% in FY 2019).
Is New 90 Day High Low • Feb 04New 90-day high: €21.18The company is up 33% from its price of €15.95 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery 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 €17.18 per share.
お知らせ • Jan 29An unknown buyer agreed to acquire Dongguan Korex Machinery Co.Ltd from Biesse S.p.A. (BIT:BSS) for approximately CNY 180 million.An unknown buyer agreed to acquire Dongguan Korex Machinery Co.Ltd from Biesse S.p.A. (BIT:BSS) for approximately CNY 180 million on January 28, 2021. The transaction is expected to close by mid-March 2021. The transaction will lead to a reduction in operating costs.
Is New 90 Day High Low • Jan 05New 90-day high: €18.76The company is up 16% from its price of €16.16 on 07 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 Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.00 per share.
Is New 90 Day High Low • Dec 12New 90-day high: €17.18The company is up 22% from its price of €14.10 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 Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.97 per share.
Is New 90 Day High Low • Oct 06New 90-day high: €15.00The company is up 16% from its price of €12.93 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery 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 €15.84 per share.