View ValuationEiffage 将来の成長Future 基準チェック /16Eiffage利益と収益がそれぞれ年間7.2%と1.9%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14.7% 6.9%なると予測されています。主要情報7.2%収益成長率6.86%EPS成長率Construction 収益成長10.7%収益成長率1.9%将来の株主資本利益率14.66%アナリストカバレッジGood最終更新日21 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 updatesお知らせ • Feb 27Eiffage SA announces Annual dividend, payable on May 22, 2026Eiffage SA announced Annual dividend of EUR 4.8000 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.お知らせ • Nov 14Eiffage SA to Report Q3, 2026 Results on Nov 12, 2026Eiffage SA announced that they will report Q3, 2026 results on Nov 12, 2026お知らせ • Nov 11Eiffage SA to Report Q1, 2026 Results on May 12, 2026Eiffage SA announced that they will report Q1, 2026 results on May 12, 2026お知らせ • Sep 06+ 1 more updateEiffage SA to Report First Half, 2026 Results on Aug 26, 2026Eiffage SA announced that they will report first half, 2026 results on Aug 26, 2026Valuation Update With 7 Day Price Move • Aug 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €106, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Construction industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €173 per share.お知らせ • Mar 01Eiffage SA announces Annual dividend, payable on May 23, 2025Eiffage SA announced Annual dividend of EUR 4.7000 per share payable on May 23, 2025, ex-date on May 21, 2025 and record date on May 22, 2025.お知らせ • Feb 28Eiffage SA, Annual General Meeting, Apr 23, 2025Eiffage SA, Annual General Meeting, Apr 23, 2025. Location: 39 41 avenue de wagram, paris Franceお知らせ • Feb 21+ 1 more updateEiffage SA to Report Fiscal Year 2024 Results on Feb 26, 2025Eiffage SA announced that they will report fiscal year 2024 results on Feb 26, 2025お知らせ • Feb 20Eiffage SA to Report Q1, 2025 Results on May 13, 2025Eiffage SA announced that they will report Q1, 2025 results on May 13, 2025Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €11.4b (up 7.1% from 1H 2023). Net income: €382.0m (down 2.6% from 1H 2023). Profit margin: 3.3% (down from 3.7% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe.Upcoming Dividend • May 13Upcoming dividend of €4.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.8%).お知らせ • May 01Eiffage SA Appoints Méka Brunel as an Independent Non-Executive DirectorHammerson Plc announced that Méka Brunel, independent non-executive director, was appointed as an independent non-executive director of Eiffage S.A. on 24 April 2024.Reported Earnings • Apr 06Full year 2023 earnings released: EPS: €10.66 (vs €9.46 in FY 2022)Full year 2023 results: EPS: €10.66 (up from €9.46 in FY 2022). Revenue: €22.4b (up 7.2% from FY 2022). Net income: €1.01b (up 13% from FY 2022). Profit margin: 4.5% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 29Full year 2023 earnings releasedFull year 2023 results: Revenue: €22.4b (up 7.3% from FY 2022). Net income: €1.01b (up 13% from FY 2022). Profit margin: 4.5% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in Europe.お知らせ • Feb 20+ 2 more updatesEiffage SA, Annual General Meeting, Apr 24, 2024Eiffage SA, Annual General Meeting, Apr 24, 2024.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Senior Independent Director Philippe Vidal was the last 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: Insufficient board refreshment.お知らせ • Dec 26Eiffage SA (ENXTPA:FGR) acquired 52% stake in ADELAC SAS.Eiffage SA (ENXTPA:FGR) acquired 52% stake in ADELAC SAS on December 22, 2023. Eiffage SA (ENXTPA:FGR) completed the acquisition of 52% stake in ADELAC SAS on December 22, 2023.Reported Earnings • Sep 02First half 2023 earnings released: EPS: €4.11 (vs €3.75 in 1H 2022)First half 2023 results: EPS: €4.11 (up from €3.75 in 1H 2022). Revenue: €10.7b (up 8.9% from 1H 2022). Net income: €392.0m (up 11% from 1H 2022). Profit margin: 3.7% (up from 3.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 06Full year 2022 earnings released: EPS: €9.46 (vs €7.73 in FY 2021)Full year 2022 results: EPS: €9.46 (up from €7.73 in FY 2021). Revenue: €20.9b (up 8.7% from FY 2021). Net income: €896.0m (up 19% from FY 2021). Profit margin: 4.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 14Eiffage SA (ENXTPA:FGR) signed a purchase contract to acquire remaining 49% stake in Compagnie Eiffage du Viaduc de Millau (SA) from Banque des Territoires for €240 million.Eiffage SA (ENXTPA:FGR) signed a purchase contract to acquire remaining 49% stake in Compagnie Eiffage du Viaduc de Millau (SA) from Banque des Territoires for €240 million on June 12, 2023. After completion Eiffage will become sole shareholder.Upcoming Dividend • May 08Upcoming dividend of €3.60 per share at 3.4% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.7%).Buying Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be €124, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period.Reported Earnings • Feb 26Full year 2022 earnings released: EPS: €9.46 (vs €7.98 in FY 2021)Full year 2022 results: EPS: €9.46 (up from €7.98 in FY 2021). Revenue: €20.9b (up 8.7% from FY 2021). Net income: €896.0m (up 15% from FY 2021). Profit margin: 4.3% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Dec 31Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.Buying Opportunity • Dec 13Now 21% undervaluedOver the last 90 days, the stock is up 3.9%. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 5.2% per annum over the same time period.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Employee Shareholder Representative Director Michèle Grosset was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 21+ 1 more updateEiffage SA to Report First Half, 2023 Results on Aug 30, 2023Eiffage SA announced that they will report first half, 2023 results on Aug 30, 2023Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €9.79b (up 9.6% from 1H 2021). Net income: €354.0m (up 36% from 1H 2021). Profit margin: 3.6% (up from 2.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 1.2% compared to a 2.8% growth forecast for the Construction industry in Germany.Board Change • May 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Employee Shareholder Representative Director Michèle Grosset was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 09Upcoming dividend of €3.10 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (3.6%).Reported Earnings • Feb 24Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €19.2b (up 15% from FY 2020). Net income: €777.0m (up 107% from FY 2020). Profit margin: 4.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Germany.Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €8.93b (up 25% from 1H 2020). Net income: €260.0m (up €268.0m from 1H 2020). Profit margin: 2.9% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.Upcoming Dividend • May 10Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.8%).Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 5.7%, compared to a 6.5% growth forecast for the Construction industry in Germany.Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €16.7b (down 11% from FY 2019). Net income: €375.0m (down 48% from FY 2019). Profit margin: 2.3% (down from 3.9% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Feb 24New 90-day high: €84.62The company is up 1.0% from its price of €83.86 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €122 per share.お知らせ • Feb 18+ 2 more updatesEiffage SA to Report Q2, 2021 Results on Aug 25, 2021Eiffage SA announced that they will report Q2, 2021 results on Aug 25, 2021Valuation Update With 7 Day Price Move • Nov 14Market bids up stock over the past weekAfter last week's 17% share price gain to €80.66, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 11x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 6.9%.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 26% share price gain to €82.24, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 14.4x. This compares to an average P/E of 11x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 3.7%.Is New 90 Day High Low • Oct 29New 90-day low: €62.88The company is down 19% from its price of €77.68 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €76.61 per share.Is New 90 Day High Low • Sep 19New 90-day low: €74.12The company is down 11% from its price of €82.84 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.55 per share.業績と収益の成長予測DB:EF3 - 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12/31/202827,5761,2891,8103,127912/31/202726,8941,2461,7843,1641612/31/202626,0781,0841,6093,0001612/31/202526,1191,0222,3033,469N/A9/30/202525,5119942,4213,540N/A6/30/202524,9319672,5383,610N/A3/31/202524,4861,0042,6563,660N/A12/31/202424,0131,0392,7743,710N/A9/30/202423,5791,0212,5683,431N/A6/30/202423,1441,0032,3623,151N/A3/31/202422,7671,0082,4093,238N/A12/31/202322,3891,0132,4563,324N/A9/30/202322,0639742,3413,199N/A6/30/202321,7369342,2253,074N/A3/31/202321,3029152,1033,012N/A12/31/202220,8678961,9812,950N/A9/30/202220,4608771,8782,872N/A6/30/202220,0528581,7752,793N/A3/31/202219,6258061,7472,747N/A12/31/202119,1977531,7192,700N/A9/30/202118,8266931,6702,654N/A6/30/202118,4556321,6202,607N/A3/31/202117,5575041,4492,406N/A12/31/202016,6593751,2782,204N/A9/30/202016,8084011,2242,123N/A6/30/202016,9574271,1692,041N/A3/31/202017,8245761,2912,133N/A12/31/201918,6907251,4122,224N/A9/30/201918,325714N/A2,056N/A6/30/201917,959702N/A1,888N/A3/31/201917,425666N/A1,744N/A12/31/201816,890629N/A1,599N/A9/30/201816,462611N/A1,479N/A6/30/201816,034592N/A1,358N/A3/31/201815,701570N/A1,346N/A12/31/201715,368548N/A1,334N/A9/30/201715,121532N/A1,205N/A6/30/201714,874515N/A1,076N/A3/31/201714,591495N/A1,122N/A12/31/201614,307475N/A1,167N/A9/30/201614,166421N/A1,233N/A6/30/201614,024366N/A1,299N/A3/31/201614,042339N/A1,265N/A12/31/201514,060312N/A1,230N/A9/30/201514,007299N/A1,226N/A6/30/201513,954285N/A1,222N/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: EF3の予測収益成長率 (年間7.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: EF3の収益 ( 7.2% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: EF3の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: EF3の収益 ( 1.9% ) 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: EF3の収益 ( 1.9% ) 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: EF3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 ( 14.7 %)。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2026/05/21 12:34終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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Eiffage SA 16 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。29 アナリスト機関José ArroyasBanco SantanderPierre Sylvain RousseauBarclaysPierre Sylvain RousseauBarclays26 その他のアナリストを表示
お知らせ • Feb 27Eiffage SA announces Annual dividend, payable on May 22, 2026Eiffage SA announced Annual dividend of EUR 4.8000 per share payable on May 22, 2026, ex-date on May 20, 2026 and record date on May 21, 2026.
お知らせ • Nov 14Eiffage SA to Report Q3, 2026 Results on Nov 12, 2026Eiffage SA announced that they will report Q3, 2026 results on Nov 12, 2026
お知らせ • Nov 11Eiffage SA to Report Q1, 2026 Results on May 12, 2026Eiffage SA announced that they will report Q1, 2026 results on May 12, 2026
お知らせ • Sep 06+ 1 more updateEiffage SA to Report First Half, 2026 Results on Aug 26, 2026Eiffage SA announced that they will report first half, 2026 results on Aug 26, 2026
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €106, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Construction industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €173 per share.
お知らせ • Mar 01Eiffage SA announces Annual dividend, payable on May 23, 2025Eiffage SA announced Annual dividend of EUR 4.7000 per share payable on May 23, 2025, ex-date on May 21, 2025 and record date on May 22, 2025.
お知らせ • Feb 28Eiffage SA, Annual General Meeting, Apr 23, 2025Eiffage SA, Annual General Meeting, Apr 23, 2025. Location: 39 41 avenue de wagram, paris France
お知らせ • Feb 21+ 1 more updateEiffage SA to Report Fiscal Year 2024 Results on Feb 26, 2025Eiffage SA announced that they will report fiscal year 2024 results on Feb 26, 2025
お知らせ • Feb 20Eiffage SA to Report Q1, 2025 Results on May 13, 2025Eiffage SA announced that they will report Q1, 2025 results on May 13, 2025
Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €11.4b (up 7.1% from 1H 2023). Net income: €382.0m (down 2.6% from 1H 2023). Profit margin: 3.3% (down from 3.7% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Construction industry in Europe.
Upcoming Dividend • May 13Upcoming dividend of €4.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.8%).
お知らせ • May 01Eiffage SA Appoints Méka Brunel as an Independent Non-Executive DirectorHammerson Plc announced that Méka Brunel, independent non-executive director, was appointed as an independent non-executive director of Eiffage S.A. on 24 April 2024.
Reported Earnings • Apr 06Full year 2023 earnings released: EPS: €10.66 (vs €9.46 in FY 2022)Full year 2023 results: EPS: €10.66 (up from €9.46 in FY 2022). Revenue: €22.4b (up 7.2% from FY 2022). Net income: €1.01b (up 13% from FY 2022). Profit margin: 4.5% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 29Full year 2023 earnings releasedFull year 2023 results: Revenue: €22.4b (up 7.3% from FY 2022). Net income: €1.01b (up 13% from FY 2022). Profit margin: 4.5% (up from 4.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in Europe.
お知らせ • Feb 20+ 2 more updatesEiffage SA, Annual General Meeting, Apr 24, 2024Eiffage SA, Annual General Meeting, Apr 24, 2024.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. Senior Independent Director Philippe Vidal was the last 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: Insufficient board refreshment.
お知らせ • Dec 26Eiffage SA (ENXTPA:FGR) acquired 52% stake in ADELAC SAS.Eiffage SA (ENXTPA:FGR) acquired 52% stake in ADELAC SAS on December 22, 2023. Eiffage SA (ENXTPA:FGR) completed the acquisition of 52% stake in ADELAC SAS on December 22, 2023.
Reported Earnings • Sep 02First half 2023 earnings released: EPS: €4.11 (vs €3.75 in 1H 2022)First half 2023 results: EPS: €4.11 (up from €3.75 in 1H 2022). Revenue: €10.7b (up 8.9% from 1H 2022). Net income: €392.0m (up 11% from 1H 2022). Profit margin: 3.7% (up from 3.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 06Full year 2022 earnings released: EPS: €9.46 (vs €7.73 in FY 2021)Full year 2022 results: EPS: €9.46 (up from €7.73 in FY 2021). Revenue: €20.9b (up 8.7% from FY 2021). Net income: €896.0m (up 19% from FY 2021). Profit margin: 4.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Construction 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 14Eiffage SA (ENXTPA:FGR) signed a purchase contract to acquire remaining 49% stake in Compagnie Eiffage du Viaduc de Millau (SA) from Banque des Territoires for €240 million.Eiffage SA (ENXTPA:FGR) signed a purchase contract to acquire remaining 49% stake in Compagnie Eiffage du Viaduc de Millau (SA) from Banque des Territoires for €240 million on June 12, 2023. After completion Eiffage will become sole shareholder.
Upcoming Dividend • May 08Upcoming dividend of €3.60 per share at 3.4% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.7%).
Buying Opportunity • Mar 26Now 21% undervaluedOver the last 90 days, the stock is up 5.1%. The fair value is estimated to be €124, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period.
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: €9.46 (vs €7.98 in FY 2021)Full year 2022 results: EPS: €9.46 (up from €7.98 in FY 2021). Revenue: €20.9b (up 8.7% from FY 2021). Net income: €896.0m (up 15% from FY 2021). Profit margin: 4.3% (up from 4.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Dec 31Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €116, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
Buying Opportunity • Dec 13Now 21% undervaluedOver the last 90 days, the stock is up 3.9%. The fair value is estimated to be €119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 8.9%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings is also forecast to grow by 5.2% per annum over the same time period.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Employee Shareholder Representative Director Michèle Grosset was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 21+ 1 more updateEiffage SA to Report First Half, 2023 Results on Aug 30, 2023Eiffage SA announced that they will report first half, 2023 results on Aug 30, 2023
Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €9.79b (up 9.6% from 1H 2021). Net income: €354.0m (up 36% from 1H 2021). Profit margin: 3.6% (up from 2.9% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 1.2% compared to a 2.8% growth forecast for the Construction industry in Germany.
Board Change • May 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Employee Shareholder Representative Director Michèle Grosset was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 09Upcoming dividend of €3.10 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.2%). In line with average of industry peers (3.6%).
Reported Earnings • Feb 24Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €19.2b (up 15% from FY 2020). Net income: €777.0m (up 107% from FY 2020). Profit margin: 4.0% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Germany.
Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €8.93b (up 25% from 1H 2020). Net income: €260.0m (up €268.0m from 1H 2020). Profit margin: 2.9% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.
Upcoming Dividend • May 10Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.8%).
Analyst Estimate Surprise Post Earnings • Mar 01Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 5.7%, compared to a 6.5% growth forecast for the Construction industry in Germany.
Reported Earnings • Feb 26Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €16.7b (down 11% from FY 2019). Net income: €375.0m (down 48% from FY 2019). Profit margin: 2.3% (down from 3.9% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Feb 24New 90-day high: €84.62The company is up 1.0% from its price of €83.86 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €122 per share.
お知らせ • Feb 18+ 2 more updatesEiffage SA to Report Q2, 2021 Results on Aug 25, 2021Eiffage SA announced that they will report Q2, 2021 results on Aug 25, 2021
Valuation Update With 7 Day Price Move • Nov 14Market bids up stock over the past weekAfter last week's 17% share price gain to €80.66, the stock is trading at a trailing P/E ratio of 17.8x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 11x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 6.9%.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 26% share price gain to €82.24, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 14.4x. This compares to an average P/E of 11x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 3.7%.
Is New 90 Day High Low • Oct 29New 90-day low: €62.88The company is down 19% from its price of €77.68 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €76.61 per share.
Is New 90 Day High Low • Sep 19New 90-day low: €74.12The company is down 11% from its price of €82.84 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.55 per share.