View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSomfy 将来の成長Future 基準チェック /16主要情報4.3%収益成長率3.71%EPS成長率Electrical 収益成長26.5%収益成長率2.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日n/a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 10Somfy SA(ENXTPA:SO) dropped from CAC AllShares IndexSomfy SA will be removed from CAC AllShares Index.お知らせ • Jan 18Somfy SA(ENXTPA:SO) dropped from FTSE All-World Index (USD)Somfy SA(ENXTPA:SO) dropped from FTSE All-World Index (USD)Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 23% share price gain to €144, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Electrical industry in Germany. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €91.01 per share.Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Bertrand Parmentier is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Sep 10First half 2022 earnings released: EPS: €4.67 (vs €5.30 in 1H 2021)First half 2022 results: EPS: €4.67 (down from €5.30 in 1H 2021). Revenue: €861.0m (up 7.0% from 1H 2021). Net income: €160.9m (down 12% from 1H 2021). Profit margin: 19% (down from 23% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical 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 7% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03Somfy SA, Annual General Meeting, May 31, 2023Somfy SA, Annual General Meeting, May 31, 2023.お知らせ • Aug 02Somfy SA to Report First Half, 2023 Results on Sep 05, 2023Somfy SA announced that they will report first half, 2023 results on Sep 05, 2023Upcoming Dividend • Jun 03Upcoming dividend of €2.15 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (1.0%).Buying Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 6.6% per annum over the same time period.Reported Earnings • Mar 15Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €1.48b (up 18% from FY 2020). Net income: €258.0m (up 21% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.6%, compared to a 16% growth forecast for the industry in Germany.お知らせ • Feb 25Somfy SA (ENXTPA:SO) signed an agreement to acquire a 75% stake in Teleco Automation Srl.Somfy SA (ENXTPA:SO) signed an agreement to acquire a 75% stake in Teleco Automation Srl on February 24, 2022. The agreement comes with put and call options relating to the balance of Teleco Automation’s share capital exercisable in early 2025. Somfy will finance the acquisition using existing cash resources. In 2021, Teleco reported sales of €40 million. The transaction is subject notably to the waiving of usual conditions precedent and is expected to close during the second quarter of 2022.Reported Earnings • Sep 11First half 2021 earnings released: EPS €5.30 (vs €2.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €805.0m (up 42% from 1H 2020). Net income: €182.7m (up 126% from 1H 2020). Profit margin: 23% (up from 14% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 01Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 08 June 2021. Payment date: 10 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.7%).Reported Earnings • May 04Full year 2020 earnings released: EPS €6.20 (vs €4.75 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.26b (up 4.7% from FY 2019). Net income: €213.0m (up 31% from FY 2019). Profit margin: 17% (up from 14% in FY 2019). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 12Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.26b (up 4.7% from FY 2019). Net income: €213.0m (up 31% from FY 2019). Profit margin: 17% (up from 14% in FY 2019).Is New 90 Day High Low • Jan 26New 90-day high: €154The company is up 28% from its price of €121 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 50% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.89 per share.Is New 90 Day High Low • Jan 09New 90-day high: €153The company is up 28% from its price of €119 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.54 per share.お知らせ • Dec 17Somfy SA (ENXTPA:SO) acquired 60% stake in Repar'stores Aubagne.Somfy SA (ENXTPA:SO) acquired 60% stake in Repar'stores Aubagne on December 14, 2020. Repar’stores’ leadership team will remain autonomous at operational level while also benefiting from the support of Somfy’s teams in order to best support its own expansion strategy. Repar'stores sales for the financial year ended June 30, 2020 were €28.5 million. Somfy SA (ENXTPA:SO) completed the acquisition of 60% stake in Repar'stores Aubagne on December 14, 2020.Is New 90 Day High Low • Dec 16New 90-day high: €139The company is up 23% from its price of €113 on 17 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.71 per share.Is New 90 Day High Low • Oct 21New 90-day high: €124The company is up 26% from its price of €98.10 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.91 per share.お知らせ • Sep 30Somfy SA and Jean Pierre Serigny have acquired Cotherm S.A.Somfy SA and Jean Pierre Serigny have acquired Cotherm S.A. on April 24, 2006. Somfy invested approximately €5.2 million and acquired 65% and Jean-Pierre Serigny acquired 35%. Sellers in the deal were 21 Central Partners (22.58%), Viveris (20%) and BNP Paribas Developpement (13.5%). For the year ended on December 31, 2005, Cotherm reported total revenues of approximately €22 million. Somfy will keep the management headquarters and main plant of Cotherm in Vinay. As a result of the transaction Cotherm will be folded into Somfy with effect as of June 30, 2006. Societex (Christian Tachon) acted as financial advisor to Sonfy; Mr. Thierry Ginon was its legal advisor. Odicéo (Alain Fayen) provided the accounting due diligence; CMS BFL (Agnès de l'Estoile-Campi, Arnaud Le Boulanger) provided the fiscal due diligence. Nomos (Jean-François Pourdieu) acted as legal advisor to the sellers. Mr. Michel Vandenbussche and Mr. Franck Benhamou were the legal counsels of the management.Is New 90 Day High Low • Sep 28New 90-day high: €116The company is up 28% from its price of €90.50 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.81 per share.業績と収益の成長予測DB:YSM - 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12/31/20241,615263217304412/31/20231,546245217291412/31/20221,53724116024646/30/20221,519236166234N/A3/31/20221,498247208270N/A12/31/20211,478258251306N/A9/30/20211,486286283338N/A6/30/20211,493315316370N/A3/31/20211,375264291343N/A12/31/20201,257213266317N/A9/30/20201,206183236288N/A6/30/20201,154153206258N/A3/31/20201,177158200253N/A12/31/20191,200163193248N/A9/30/20191,178156173227N/A6/30/20191,156148153206N/A3/31/20191,141143133189N/A12/31/20181,127138113171N/A9/30/20181,241146N/AN/AN/A6/30/20181,105162113172N/A3/31/20181,097164115173N/A12/31/20171,089167117174N/A9/30/20171,146148111172N/A6/30/20171,11713597159N/A3/31/20171,13013893157N/A12/31/20161,14214190156N/A9/30/20161,12614595155N/A6/30/20161,111148101153N/A3/31/20161,090153N/A201N/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: YSMの予測収益成長率 (年間4.3% ) は 貯蓄率 ( 0.03% ) を上回っています。収益対市場: YSMの収益 ( 4.3% ) German市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: YSM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: YSMの収益 ( 2.4% ) German市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: YSMの収益 ( 2.4% ) 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: YSMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2023/01/27 07:58終値2023/01/18 00:00収益2022/06/30年間収益2021/12/31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Somfy SA 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。6 アナリスト機関Laurent GelebartBNP ParibasEric LemarieCIC Market Solutions (ESN)Delphine BraultODDO BHF Corporate & Markets3 その他のアナリストを表示
お知らせ • Feb 10Somfy SA(ENXTPA:SO) dropped from CAC AllShares IndexSomfy SA will be removed from CAC AllShares Index.
お知らせ • Jan 18Somfy SA(ENXTPA:SO) dropped from FTSE All-World Index (USD)Somfy SA(ENXTPA:SO) dropped from FTSE All-World Index (USD)
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improved over the past weekAfter last week's 23% share price gain to €144, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Electrical industry in Germany. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €91.01 per share.
Board Change • Nov 16High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Independent Director Bertrand Parmentier is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Sep 10First half 2022 earnings released: EPS: €4.67 (vs €5.30 in 1H 2021)First half 2022 results: EPS: €4.67 (down from €5.30 in 1H 2021). Revenue: €861.0m (up 7.0% from 1H 2021). Net income: €160.9m (down 12% from 1H 2021). Profit margin: 19% (down from 23% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical 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 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03Somfy SA, Annual General Meeting, May 31, 2023Somfy SA, Annual General Meeting, May 31, 2023.
お知らせ • Aug 02Somfy SA to Report First Half, 2023 Results on Sep 05, 2023Somfy SA announced that they will report first half, 2023 results on Sep 05, 2023
Upcoming Dividend • Jun 03Upcoming dividend of €2.15 per shareEligible shareholders must have bought the stock before 10 June 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (1.0%).
Buying Opportunity • May 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 6.6% per annum over the same time period.
Reported Earnings • Mar 15Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €1.48b (up 18% from FY 2020). Net income: €258.0m (up 21% from FY 2020). Profit margin: 18% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.6%, compared to a 16% growth forecast for the industry in Germany.
お知らせ • Feb 25Somfy SA (ENXTPA:SO) signed an agreement to acquire a 75% stake in Teleco Automation Srl.Somfy SA (ENXTPA:SO) signed an agreement to acquire a 75% stake in Teleco Automation Srl on February 24, 2022. The agreement comes with put and call options relating to the balance of Teleco Automation’s share capital exercisable in early 2025. Somfy will finance the acquisition using existing cash resources. In 2021, Teleco reported sales of €40 million. The transaction is subject notably to the waiving of usual conditions precedent and is expected to close during the second quarter of 2022.
Reported Earnings • Sep 11First half 2021 earnings released: EPS €5.30 (vs €2.35 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €805.0m (up 42% from 1H 2020). Net income: €182.7m (up 126% from 1H 2020). Profit margin: 23% (up from 14% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 01Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 08 June 2021. Payment date: 10 June 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.7%).
Reported Earnings • May 04Full year 2020 earnings released: EPS €6.20 (vs €4.75 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.26b (up 4.7% from FY 2019). Net income: €213.0m (up 31% from FY 2019). Profit margin: 17% (up from 14% in FY 2019). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 12Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.26b (up 4.7% from FY 2019). Net income: €213.0m (up 31% from FY 2019). Profit margin: 17% (up from 14% in FY 2019).
Is New 90 Day High Low • Jan 26New 90-day high: €154The company is up 28% from its price of €121 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 50% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.89 per share.
Is New 90 Day High Low • Jan 09New 90-day high: €153The company is up 28% from its price of €119 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €65.54 per share.
お知らせ • Dec 17Somfy SA (ENXTPA:SO) acquired 60% stake in Repar'stores Aubagne.Somfy SA (ENXTPA:SO) acquired 60% stake in Repar'stores Aubagne on December 14, 2020. Repar’stores’ leadership team will remain autonomous at operational level while also benefiting from the support of Somfy’s teams in order to best support its own expansion strategy. Repar'stores sales for the financial year ended June 30, 2020 were €28.5 million. Somfy SA (ENXTPA:SO) completed the acquisition of 60% stake in Repar'stores Aubagne on December 14, 2020.
Is New 90 Day High Low • Dec 16New 90-day high: €139The company is up 23% from its price of €113 on 17 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.71 per share.
Is New 90 Day High Low • Oct 21New 90-day high: €124The company is up 26% from its price of €98.10 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.91 per share.
お知らせ • Sep 30Somfy SA and Jean Pierre Serigny have acquired Cotherm S.A.Somfy SA and Jean Pierre Serigny have acquired Cotherm S.A. on April 24, 2006. Somfy invested approximately €5.2 million and acquired 65% and Jean-Pierre Serigny acquired 35%. Sellers in the deal were 21 Central Partners (22.58%), Viveris (20%) and BNP Paribas Developpement (13.5%). For the year ended on December 31, 2005, Cotherm reported total revenues of approximately €22 million. Somfy will keep the management headquarters and main plant of Cotherm in Vinay. As a result of the transaction Cotherm will be folded into Somfy with effect as of June 30, 2006. Societex (Christian Tachon) acted as financial advisor to Sonfy; Mr. Thierry Ginon was its legal advisor. Odicéo (Alain Fayen) provided the accounting due diligence; CMS BFL (Agnès de l'Estoile-Campi, Arnaud Le Boulanger) provided the fiscal due diligence. Nomos (Jean-François Pourdieu) acted as legal advisor to the sellers. Mr. Michel Vandenbussche and Mr. Franck Benhamou were the legal counsels of the management.
Is New 90 Day High Low • Sep 28New 90-day high: €116The company is up 28% from its price of €90.50 on 30 June 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.81 per share.