Befesa S.A.

XTRA:BFSA 株式レポート

時価総額:€1.4b

Befesa 将来の成長

Future 基準チェック /16

Befesa利益と収益がそれぞれ年間11.2%と6.2%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11.5% 11.2%なると予測されています。

主要情報

11.2%

収益成長率

11.18%

EPS成長率

Commercial Services 収益成長17.8%
収益成長率6.2%
将来の株主資本利益率11.55%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

分析記事 Aug 02

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Befesa S.A. ( ETR:BFSA ) recently reported its interim numbers. Results look mixed - while revenue...
分析記事 Jul 31

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Last week, you might have seen that Befesa S.A. ( ETR:BFSA ) released its half-year result to the market. The early...

Recent updates

ナラティブの更新 Apr 27

BFSA: Higher P/E Assumptions Will Support A Re Rating Narrative

Analysts have lifted their average price target on Befesa by about €2.50 to roughly €39.50, citing updated assumptions on revenue growth, profit margins and future P/E multiples that are in line with recent target increases from several banks. Analyst Commentary Recent research updates on Befesa have focused on fine tuning valuation assumptions as price targets move into the mid to high €30s.
ナラティブの更新 Apr 13

BFSA: Slightly Higher Assumptions And Lower Discount Rate May Support Re Rating

Analysts have raised their average price target on Befesa by €1, citing research updates that reflect slightly higher long term growth and profitability assumptions, along with a modestly lower discount rate in their valuation models. Analyst Commentary Recent research on Befesa has focused on fine tuning price targets rather than making sweeping changes to ratings.
ナラティブの更新 Mar 30

BFSA: Higher Revenue And Margin Assumptions Will Support Future Re Rating Potential

Analysts have maintained Befesa's fair value estimate at €33.00, while recent price target increases from Deutsche Bank, Berenberg and Citi indicate slightly stronger confidence, supported by modestly higher revenue growth, profit margin and future P/E assumptions in updated models. Analyst Commentary Recent research updates have lifted formal price targets into a €36 to €40 range, but the tone around the shares is not uniformly upbeat.
ナラティブの更新 Mar 16

BFSA: Higher P/E Assumptions And Modest Margin Gains Will Drive Future Upside Potential

Analysts have increased the fair value estimate for Befesa by €1 to €33. They point to updated assumptions around revenue growth, profit margins and future P/E multiples that align broadly with recent Street price target increases into the €36 to €40 range.
ナラティブの更新 Mar 02

BFSA: Revised Profitability And P/E Assumptions Will Shape Future Risk Reward Balance

Analysts have lifted their price target on Befesa by €4 to €32, citing updated assumptions for revenue growth, profit margins, and future P/E that support a slightly lower discount rate in their valuation work. Analyst Commentary While the higher €32 price target reflects updated assumptions in the latest research, bearish analysts are still flagging several risks that they feel limit upside and keep them cautious on the stock.
ナラティブの更新 Feb 16

BFSA: Higher Profitability Assumptions Will Shape Future Risk Reward Balance

Analysts have raised their price target on Befesa by €4 to €32. This reflects updated views on fair value, revenue growth, profit margins and future P/E assumptions.
ナラティブの更新 Feb 01

BFSA: Refined Discount Rate And Margins Will Support Future Earnings Re Rating

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around the discount rate, revenue growth, profit margin and future P/E. These factors together support a slightly more cautious stance, while keeping the overall fair value framework broadly unchanged.
ナラティブの更新 Jan 18

BFSA: Refined Discount Rate And Margin Outlook Will Support Long Term Earnings

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around discount rates, revenue growth, profit margin and future P/E that support a slightly more cautious stance while keeping the overall fair value framework broadly unchanged. Analyst Commentary Recent commentary points to a more fine tuned view of Befesa, with the updated €29 price target reflecting refreshed model inputs rather than a radical shift in conviction.
分析記事 Jan 06

At €30.54, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

While Befesa S.A. ( ETR:BFSA ) might not have the largest market cap around , it saw a decent share price growth of 13...
ナラティブの更新 Jan 04

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Long Term Earnings Outlook

Narrative Update on Befesa Analysts have modestly lifted their blended price target on Befesa, reflecting a more optimistic view on long term profitability and valuation multiples, even as near term revenue growth expectations have been tempered. Analyst Commentary Recent Street research on Befesa presents a mixed but gradually improving outlook, with modest adjustments to price targets reflecting evolving views on the company’s execution and earnings trajectory.
分析記事 Dec 19

Is Befesa (ETR:BFSA) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
ナラティブの更新 Dec 15

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Earnings Outlook

Analysts have modestly increased their price target on Befesa from EUR 42 to EUR 44, reflecting slightly stronger revenue growth expectations and sector tailwinds highlighted in recent research, despite only incremental changes to margins and discount rates. Analyst Commentary Bullish analysts have become incrementally more constructive on Befesa over recent weeks, highlighting improving growth prospects in core end markets and a clearer execution path on expansion projects.
分析記事 Sep 24

Befesa S.A.'s (ETR:BFSA) Subdued P/E Might Signal An Opportunity

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
ナラティブの更新 Sep 20

Decarbonization And Circular Economy Will Expand Recycling Demand

Analysts have modestly raised Befesa’s price target to €36.94, highlighting its strong market position, earnings momentum, capital discipline, and attractive valuation despite some near-term volume and pricing headwinds. Analyst Commentary Bullish analysts highlight Befesa’s strong positioning to benefit from growth in the steel dust recycling market.
分析記事 Aug 02

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Befesa S.A. ( ETR:BFSA ) recently reported its interim numbers. Results look mixed - while revenue...
分析記事 May 30

Is Befesa (ETR:BFSA) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 May 14

Investors Still Aren't Entirely Convinced By Befesa S.A.'s (ETR:BFSA) Earnings Despite 26% Price Jump

The Befesa S.A. ( ETR:BFSA ) share price has done very well over the last month, posting an excellent gain of 26%. But...
分析記事 Apr 30

Is There An Opportunity With Befesa S.A.'s (ETR:BFSA) 41% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Befesa fair value estimate is €42.51 Befesa's €25.20 share...
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新しいナラティブ Feb 11

Palmerton Expansion And Cost Reductions Will Improve US Zinc Recycling Operations

Befesa anticipates significant EBITDA growth from improved zinc hedging, expanded U.S. recycling, and cost reductions in zinc refining operations.
分析記事 Jan 31

Fewer Investors Than Expected Jumping On Befesa S.A. (ETR:BFSA)

It's not a stretch to say that Befesa S.A.'s ( ETR:BFSA ) price-to-earnings (or "P/E") ratio of 15.7x right now seems...
分析記事 Nov 08

Befesa's (ETR:BFSA) Solid Earnings May Rest On Weak Foundations

The stock price didn't jump after Befesa S.A. ( ETR:BFSA ) posted decent earnings last week. Our analysis showed that...
分析記事 Nov 04

Is Befesa (ETR:BFSA) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Oct 17

Should You Think About Buying Befesa S.A. (ETR:BFSA) Now?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Sep 29

Potential Upside For Befesa S.A. (ETR:BFSA) Not Without Risk

It's not a stretch to say that Befesa S.A.'s ( ETR:BFSA ) price-to-earnings (or "P/E") ratio of 18.6x right now seems...
分析記事 Jul 31

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Last week, you might have seen that Befesa S.A. ( ETR:BFSA ) released its half-year result to the market. The early...
分析記事 Jun 19

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. ( ETR:BFSA ) has announced that on 25th of June, it will be paying a dividend of€0.73, which a reduction...
分析記事 May 26

Befesa S.A. (ETR:BFSA) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Befesa S.A. ( ETR:BFSA ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...
分析記事 Apr 25

Befesa's (ETR:BFSA) Dividend Is Being Reduced To €0.73

Befesa S.A.'s ( ETR:BFSA ) dividend is being reduced from last year's payment covering the same period to €0.73 on the...
分析記事 Apr 16

Is Befesa S.A. (ETR:BFSA) Potentially Undervalued?

While Befesa S.A. ( ETR:BFSA ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 Mar 27

Why Befesa's (ETR:BFSA) Shaky Earnings Are Just The Beginning Of Its Problems

The subdued market reaction suggests that Befesa S.A.'s ( ETR:BFSA ) recent earnings didn't contain any surprises. We...
分析記事 Mar 06

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. ( ETR:BFSA ) is reducing its dividend to €0.73 on the 25th of Junewhich is 42% less than last year's...
分析記事 Jan 05

What You Can Learn From Befesa S.A.'s (ETR:BFSA) P/E

With a price-to-earnings (or "P/E") ratio of 28.5x Befesa S.A. ( ETR:BFSA ) may be sending very bearish signals at the...
分析記事 Dec 17

What Is Befesa S.A.'s (ETR:BFSA) Share Price Doing?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Oct 04

Befesa (ETR:BFSA) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Aug 31

Is Now An Opportune Moment To Examine Befesa S.A. (ETR:BFSA)?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Jul 05

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 27

An Intrinsic Calculation For Befesa S.A. (ETR:BFSA) Suggests It's 50% Undervalued

Key Insights Befesa's estimated fair value is €73.81 based on 2 Stage Free Cash Flow to Equity Befesa is estimated to...
分析記事 May 10

Befesa (ETR:BFSA) Is Paying Out A Dividend Of €1.25

The board of Befesa S.A. ( ETR:BFSA ) has announced that it will pay a dividend of €1.25 per share on the 20th of June...
分析記事 Mar 24

At €42.40, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Feb 20

Estimating The Intrinsic Value Of Befesa S.A. (ETR:BFSA)

Key Insights The projected fair value for Befesa is €62.49 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Feb 05

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Dec 16

Is It Time To Consider Buying Befesa S.A. (ETR:BFSA)?

While Befesa S.A. ( ETR:BFSA ) might not be the most widely known stock at the moment, it saw a significant share price...

業績と収益の成長予測

XTRA:BFSA - 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
12/31/20281,3651161672337
12/31/20271,3771081552209
12/31/20261,2721011462197
3/31/20261,15983132216N/A
12/31/20251,18381136212N/A
9/30/20251,21687121188N/A
6/30/20251,21971109186N/A
3/31/20251,24960133211N/A
12/31/20241,23951113192N/A
9/30/20241,1915596181N/A
6/30/20241,1865872162N/A
3/31/20241,1575250142N/A
12/31/20231,1815843147N/A
9/30/20231,2004729144N/A
6/30/20231,1797626129N/A
3/31/20231,1979419131N/A
12/31/20221,13610631137N/A
9/30/20221,08812526122N/A
6/30/20221,01010420112N/A
3/31/202289010242117N/A
12/31/202182210040118N/A
9/30/20217327856129N/A
6/30/20216877385152N/A
3/31/20216185844111N/A
12/31/2020604483893N/A
9/30/2020598532493N/A
6/30/202060061-1865N/A
3/31/2020648751393N/A
12/31/201964883N/A103N/A
9/30/201967890N/A106N/A
6/30/201968789N/A116N/A
3/31/201970493N/A112N/A
12/31/201872092N/A104N/A
9/30/201871650N/A84N/A
6/30/201873347N/A96N/A
3/31/2018747115N/A73N/A
12/31/201772522N/A92N/A
9/30/2017709-36N/A74N/A
6/30/2017685-43N/A79N/A
3/31/2017634-100N/A80N/A
12/31/2016612-52N/A56N/A
12/31/2015744-84N/A55N/A

アナリストによる今後の成長予測

収入対貯蓄率: BFSAの予測収益成長率 (年間11.2% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: BFSAの収益 ( 11.2% ) German市場 ( 17% ) よりも低い成長が予測されています。

高成長収益: BFSA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: BFSAの収益 ( 6.2% ) 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: BFSAの収益 ( 6.2% ) 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: BFSA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 ( 11.5 %)。


成長企業の発掘

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 05:34
終値2026/05/21 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Befesa S.A. 9 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。21

アナリスト機関
Jaime EscribanoBanco Santander
Carlos Javier Treviño PeinadorBanco Santander
Lasse StuebenBerenberg