View ValuationComer Industries 将来の成長Future 基準チェック /36Comer Industries利益と収益がそれぞれ年間17.4%と9.5%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15.1% 15.5%なると予測されています。主要情報17.4%収益成長率15.48%EPS成長率Machinery 収益成長21.6%収益成長率9.5%将来の株主資本利益率15.12%アナリストカバレッジLow最終更新日24 Jul 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 updatesBuy Or Sell Opportunity • Jul 24Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €45.00. The fair value is estimated to be €56.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 9.0% to €44.80. The fair value is estimated to be €56.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Francesca Bertani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 18Comer Industries S.p.A. announces Annual dividend, payable on May 20, 2026Comer Industries S.p.A. announced Annual dividend of EUR 0.8500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.お知らせ • Feb 09+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2025 Results on Mar 16, 2026Comer Industries S.p.A. announced that they will report fiscal year 2025 results at 9:05 AM, Central European Standard Time on Mar 16, 2026お知らせ • Mar 21Comer Industries S.p.A. announces Annual dividend, payable on May 21, 2025Comer Industries S.p.A. announced Annual dividend of EUR 0.8000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.お知らせ • Mar 19+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2024 Results on Mar 19, 2025Comer Industries S.p.A. announced that they will report fiscal year 2024 results on Mar 19, 2025Reported Earnings • Aug 08First half 2024 earnings released: EPS: €1.35 (vs €1.92 in 1H 2023)First half 2024 results: EPS: €1.35 (down from €1.92 in 1H 2023). Revenue: €534.7m (down 21% from 1H 2023). Net income: €38.8m (down 30% from 1H 2023). Profit margin: 7.2% (down from 8.1% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 12% to €29.40. The fair value is estimated to be €37.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Upcoming Dividend • May 06Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 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 (4.7%). Higher than average of industry peers (3.4%).お知らせ • Nov 30Comer Industries S.p.A. (BIT:COM) commences an Equity Buyback Plan for 2,867,809 shares, representing 10% of its issued share capital, under the authorization approved on November 16, 2023.Comer Industries S.p.A. (BIT:COM) commences share repurchases on November 20, 2023, under the program authorized by shareholders in the Ordinary General Meeting held on November 16, 2023. As per the mandate, the company is authorized to repurchase up to 2,867,809 shares, representing 10% of its issued share capital. The repurchase price should not deviate more or less than 15% from the reference price that the stock will have recorded in the stock market session of the day before each individual operation. The shares will be repurchased such that the holding of company's shares do not exceed 10% of its issued share capital. The purpose of the program is to regularize the progress of negotiations and prices and to support the liquidity of the security on the market, to conserve shares for subsequent use, to service future compensation and incentive plans based on financial instruments and reserved for the directors and employees of the Company and/or the companies directly or indirectly controlled by it, to use to service any future programs for the free assignment of shares to shareholders. The authorization will be valid for 18 months. As of October 17, 2023, the company had 28,678,090 issued shares. On November 16, 2023, the company announced a share repurchase program. Under the first tranche, the company will repurchase up to 286,781 shares, representing 1% of is share capital for €10 million. The repurchases under the tranche will commence from November 20, 2023, and will run through May 20, 2024.Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 07First half 2023 earnings released: EPS: €1.92 (vs €1.68 in 1H 2022)First half 2023 results: EPS: €1.92 (up from €1.68 in 1H 2022). Revenue: €678.9m (up 6.7% from 1H 2022). Net income: €55.0m (up 14% from 1H 2022). Profit margin: 8.1% (up from 7.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.Buying Opportunity • Jul 20Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be €39.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.Buying Opportunity • Jun 15Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €38.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.Buying Opportunity • May 29Now 22% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €37.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.Buying Opportunity • May 09Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €39.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Upcoming Dividend • May 08Upcoming dividend of €0.75 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €37.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 44% over the past year.Reported Earnings • Mar 23Full year 2022 earnings released: EPS: €3.16 (vs €1.38 in FY 2021)Full year 2022 results: EPS: €3.16 (up from €1.38 in FY 2021). Revenue: €1.24b (up 107% from FY 2021). Net income: €90.7m (up 130% from FY 2021). Profit margin: 7.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.Board Change • Feb 14Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 11Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici.Comer Industries S.p.A. (BIT:COM) agreed to acquire Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici for an entreprise value of €54 million on December 2, 2022. The payment will be on cash and debt free basis. The consideration for the transaction will be paid €50 million at the closing and €4 million in four annual installments of €1 million, without interest, effective as of the twelfth month following the closing date. The amount to be paid at closing, expected by the first half of January 2023 with effect from January 1, 2023, will be financed using a medium- to long-term bank loan stipulated with Crédit Agricole Italia. Comer Industries was assisted by the law firm NOBILI RTZ Legal together with ADVANT Nctm. Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici on January 9, 2023.Board Change • Nov 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to €25.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €32.51 per share.Reported Earnings • Aug 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €22.6m from profit in 1H 2021). Profit margin: (down from 7.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 29%, compared to a 9.5% growth forecast for the industry in Germany.Buying Opportunity • Jun 07Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €32.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Buying Opportunity • May 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €34.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.37 (vs €1.07 in FY 2020)Full year 2021 results: EPS: €1.37 (up from €1.07 in FY 2020). Revenue: €603.9m (up 52% from FY 2020). Net income: €39.4m (up 81% from FY 2020). Profit margin: 6.5% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 97%, compared to a 10% growth forecast for the industry in Germany.Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測DB:X5Q - 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12/31/20281,393108112170412/31/20271,3339784132412/31/20261,2558578111412/31/20258996171112N/A9/30/20258796071112N/A6/30/20258596070113N/A3/31/20259016359112N/A12/31/20249446749110N/A9/30/20241,0137368132N/A6/30/20241,0837888153N/A3/31/20241,15586126178N/A12/31/20231,22794163204N/A9/30/20231,25596151186N/A6/30/20231,28498138168N/A3/31/20231,2639499131N/A12/31/20221,242916094N/A9/30/20221,094784777N/A6/30/2022946653360N/A3/31/2022773524064N/A12/31/2021601394768N/A9/30/2021549374260N/A6/30/2021497363853N/A3/31/2021447293751N/A12/31/2020397223750N/A9/30/2020387193043N/A6/30/2020376162337N/A3/31/2020391171935N/A12/31/2019405191533N/A12/31/201838016N/A22N/A12/31/201734311N/A33N/A12/31/20163047N/A28N/A12/31/20153286N/A15N/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: X5Qの予測収益成長率 (年間17.4% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: X5Qの収益 ( 17.4% ) はGerman市場 ( 15.7% ) よりも速いペースで成長すると予測されています。高成長収益: X5Q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: X5Qの収益 ( 9.5% ) German市場 ( 7.2% ) よりも速いペースで成長すると予測されています。高い収益成長: X5Qの収益 ( 9.5% ) 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: X5Q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 ( 15.1 %)。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2026/07/28 22:42終値2026/07/28 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Comer Industries S.p.A. 4 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。7 アナリスト機関Luca ArenaAlantra Capital Markets ResearchAndrea ZampaloniAlantra Capital Markets ResearchVincenzo Antonio BuonoBanca Akros S.p.A. (ESN)4 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 24Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €45.00. The fair value is estimated to be €56.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 9.0% to €44.80. The fair value is estimated to be €56.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Francesca Bertani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 18Comer Industries S.p.A. announces Annual dividend, payable on May 20, 2026Comer Industries S.p.A. announced Annual dividend of EUR 0.8500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
お知らせ • Feb 09+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2025 Results on Mar 16, 2026Comer Industries S.p.A. announced that they will report fiscal year 2025 results at 9:05 AM, Central European Standard Time on Mar 16, 2026
お知らせ • Mar 21Comer Industries S.p.A. announces Annual dividend, payable on May 21, 2025Comer Industries S.p.A. announced Annual dividend of EUR 0.8000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
お知らせ • Mar 19+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2024 Results on Mar 19, 2025Comer Industries S.p.A. announced that they will report fiscal year 2024 results on Mar 19, 2025
Reported Earnings • Aug 08First half 2024 earnings released: EPS: €1.35 (vs €1.92 in 1H 2023)First half 2024 results: EPS: €1.35 (down from €1.92 in 1H 2023). Revenue: €534.7m (down 21% from 1H 2023). Net income: €38.8m (down 30% from 1H 2023). Profit margin: 7.2% (down from 8.1% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 12% to €29.40. The fair value is estimated to be €37.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Upcoming Dividend • May 06Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 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 (4.7%). Higher than average of industry peers (3.4%).
お知らせ • Nov 30Comer Industries S.p.A. (BIT:COM) commences an Equity Buyback Plan for 2,867,809 shares, representing 10% of its issued share capital, under the authorization approved on November 16, 2023.Comer Industries S.p.A. (BIT:COM) commences share repurchases on November 20, 2023, under the program authorized by shareholders in the Ordinary General Meeting held on November 16, 2023. As per the mandate, the company is authorized to repurchase up to 2,867,809 shares, representing 10% of its issued share capital. The repurchase price should not deviate more or less than 15% from the reference price that the stock will have recorded in the stock market session of the day before each individual operation. The shares will be repurchased such that the holding of company's shares do not exceed 10% of its issued share capital. The purpose of the program is to regularize the progress of negotiations and prices and to support the liquidity of the security on the market, to conserve shares for subsequent use, to service future compensation and incentive plans based on financial instruments and reserved for the directors and employees of the Company and/or the companies directly or indirectly controlled by it, to use to service any future programs for the free assignment of shares to shareholders. The authorization will be valid for 18 months. As of October 17, 2023, the company had 28,678,090 issued shares. On November 16, 2023, the company announced a share repurchase program. Under the first tranche, the company will repurchase up to 286,781 shares, representing 1% of is share capital for €10 million. The repurchases under the tranche will commence from November 20, 2023, and will run through May 20, 2024.
Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 07First half 2023 earnings released: EPS: €1.92 (vs €1.68 in 1H 2022)First half 2023 results: EPS: €1.92 (up from €1.68 in 1H 2022). Revenue: €678.9m (up 6.7% from 1H 2022). Net income: €55.0m (up 14% from 1H 2022). Profit margin: 8.1% (up from 7.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.
Buying Opportunity • Jul 20Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be €39.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.
Buying Opportunity • Jun 15Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €38.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.
Buying Opportunity • May 29Now 22% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €37.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.
Buying Opportunity • May 09Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €39.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Upcoming Dividend • May 08Upcoming dividend of €0.75 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €37.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 44% over the past year.
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: €3.16 (vs €1.38 in FY 2021)Full year 2022 results: EPS: €3.16 (up from €1.38 in FY 2021). Revenue: €1.24b (up 107% from FY 2021). Net income: €90.7m (up 130% from FY 2021). Profit margin: 7.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.
Board Change • Feb 14Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 11Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici.Comer Industries S.p.A. (BIT:COM) agreed to acquire Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici for an entreprise value of €54 million on December 2, 2022. The payment will be on cash and debt free basis. The consideration for the transaction will be paid €50 million at the closing and €4 million in four annual installments of €1 million, without interest, effective as of the twelfth month following the closing date. The amount to be paid at closing, expected by the first half of January 2023 with effect from January 1, 2023, will be financed using a medium- to long-term bank loan stipulated with Crédit Agricole Italia. Comer Industries was assisted by the law firm NOBILI RTZ Legal together with ADVANT Nctm. Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici on January 9, 2023.
Board Change • Nov 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to €25.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €32.51 per share.
Reported Earnings • Aug 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €22.6m from profit in 1H 2021). Profit margin: (down from 7.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 29%, compared to a 9.5% growth forecast for the industry in Germany.
Buying Opportunity • Jun 07Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €32.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Buying Opportunity • May 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €34.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.37 (vs €1.07 in FY 2020)Full year 2021 results: EPS: €1.37 (up from €1.07 in FY 2020). Revenue: €603.9m (up 52% from FY 2020). Net income: €39.4m (up 81% from FY 2020). Profit margin: 6.5% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 97%, compared to a 10% growth forecast for the industry in Germany.
Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.