View Future GrowthOVS 過去の業績過去 基準チェック /16OVSの収益は年間平均-9.9%の割合で減少していますが、 Luxury業界の収益は年間 増加しています。収益は年間23.7% 7.6%割合で 増加しています。 OVSの自己資本利益率は5.4%であり、純利益率は2.7%です。主要情報-9.91%収益成長率-11.42%EPS成長率Luxury 業界の成長7.70%収益成長率7.59%株主資本利益率5.44%ネット・マージン2.65%次回の業績アップデート23 Sep 2026最近の業績更新お知らせ • Dec 25+ 3 more updatesOVS S.p.A. to Report Q3, 2027 Results on Dec 15, 2026OVS S.p.A. announced that they will report Q3, 2027 results on Dec 15, 2026お知らせ • Mar 19+ 3 more updatesOVS S.p.A. to Report Q4, 2025 Results on Apr 15, 2025OVS S.p.A. announced that they will report Q4, 2025 results on Apr 15, 2025Reported Earnings • Sep 25First half 2025 earnings releasedFirst half 2025 results: Revenue: €762.1m (down 1.1% from 1H 2024). Net income: €21.7m (down 2.5% from 1H 2024). Profit margin: 2.8% (down from 2.9% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Europe.Reported Earnings • Apr 19Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.54b (down 3.5% from FY 2023). Net income: €52.4m (up 34% from FY 2023). Profit margin: 3.4% (up from 2.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.お知らせ • Feb 02+ 3 more updatesOVS S.p.A. to Report First Half, 2025 Results on Sep 19, 2024OVS S.p.A. announced that they will report first half, 2025 results on Sep 19, 2024Reported Earnings • Sep 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €734.9m (flat on 1H 2023). Net income: €33.7m (up 43% from 1H 2023). Profit margin: 4.6% (up from 3.2% in 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Germany.すべての更新を表示Recent updatesUpcoming Dividend • Jun 15Upcoming dividend of €0.14 per shareEligible shareholders must have bought the stock before 22 June 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.5%).Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Non Executive Director Roberto Cappelli was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Flavia Sampietro was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 21OVS S.p.A., Annual General Meeting, May 29, 2026OVS S.p.A., Annual General Meeting, May 29, 2026, at 11:00 W. Europe Standard Time. Location: via terraglio n 17, venezia mestre Italyお知らせ • Apr 18OVS S.p.A. announces Annual dividend, payable on June 24, 2026OVS S.p.A. announced Annual dividend of EUR 0.1400 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.Board Change • Dec 30Less 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 Flavia Sampietro was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 25+ 3 more updatesOVS S.p.A. to Report Q3, 2027 Results on Dec 15, 2026OVS S.p.A. announced that they will report Q3, 2027 results on Dec 15, 2026お知らせ • Jul 04OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L.OVS S.p.A. (BIT:OVS) entered into an agreement to acquire remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on June 17, 2025. Upon completion, OVS S.p.A. will own 100% stake in Goldenpoint S.p.a. Luca Saraceni of Osborne Clarke italy acted as legal advisor for Gilfin S.R.L. Studio Legale Cappelli RCCD acted as legal advisor for OVS S.p.A. OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on July 3, 2025. For accounting purposes, the acquisition is effective as of July 1, 2025.お知らせ • Jun 17OVS S.p.A. (BIT:OVS) commences an Equity Buyback Plan for 16,249,886 shares, representing 6.59% of its issued share capital, under the authorization approved on May 30, 2025.OVS S.p.A. (BIT:OVS) commences a share repurchases on June 9, 2025, under the program mandated by the shareholders in the Ordinary Shareholders' Meeting held on May 30, 2025. As per the mandate, the company is authorized to repurchase up to 16,249,886 shares, representing 6.59% of its share capital. The shares will be repurchased such that the total number of ordinary shares in the portfolio as a result of the purchases does not exceed 10% of the company's share capital from time to time. The purchase price cannot be either more or less than 10% of the reference price recorded by OVS shares on the day before the one in which the purchase operation will be carried out. The purpose of buyback program is to carry out, directly or through intermediaries, any investment transactions, also to contain anomalous movements in share prices, to stabilize trading and price performance, and to support the share’s liquidity on the market, for subsequent use, to service remuneration and incentive plans based on financial instruments reserved for the directors and employees. The authorization is valid till November 30, 2026. As of April 15, 2025, the company held 255,032,123 issued shares, including 8,412,114 treasury shares. On June 6, 2025, the company initiated a Market Repurchase. Under the program, the company will repurchase up to 6,000,000 shares for €20 million.お知らせ • Apr 19OVS S.p.A. announces Annual dividend, payable on June 25, 2025OVS S.p.A. announced Annual dividend of EUR 0.1100 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.お知らせ • Mar 19+ 3 more updatesOVS S.p.A. to Report Q4, 2025 Results on Apr 15, 2025OVS S.p.A. announced that they will report Q4, 2025 results on Apr 15, 2025Reported Earnings • Sep 25First half 2025 earnings releasedFirst half 2025 results: Revenue: €762.1m (down 1.1% from 1H 2024). Net income: €21.7m (down 2.5% from 1H 2024). Profit margin: 2.8% (down from 2.9% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Europe.New Risk • Sep 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 17OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa.OVS S.p.A. (BIT:OVS) signed a letter of intent to acquire an unknown minority stake in Goldenpoint Spa on February 6, 2024. OVS S.p.A. (BIT:OVS) entered into agreement to acquire an unknown minority stake in Goldenpoint Spa on April 2, 2024. Goldenpoint has a turnover of almost €100 million. The key terms of the letter of intent envisage a possible initial investment by OVS in Goldenpoint through the simultaneous acquisition of a minority stake and the subscription of a financial instrument that, in the medium term, could be converted at OVS’s discretion into a controlling stake. The remaining share capital may be subject to put&call options in favour of the parties, exercisable within time windows to be determined. The finalization of the agreement remains subject to the positive completion of the due diligence activities and the other typical conditions for this type of transaction. Roberto Cappelli, Raffaella Ceglia, Raffaela Tortora and Gabriele Montanaro of Studio Legale Cappelli RCCD acted as legal advisor to OVS S.p.A. on the transaction. Luca Saraceni, Cecilia Frangini and Alessandra Mioni acted as legal advisor to Goldenpoint Spa. OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa on July 16, 2024.Upcoming Dividend • Jun 17Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.7%).Reported Earnings • Apr 19Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.54b (down 3.5% from FY 2023). Net income: €52.4m (up 34% from FY 2023). Profit margin: 3.4% (up from 2.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.Upcoming Dividend • Feb 12Upcoming dividend of €0.03 per share at 2.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 21 February 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (0.8%).お知らせ • Feb 02+ 3 more updatesOVS S.p.A. to Report First Half, 2025 Results on Sep 19, 2024OVS S.p.A. announced that they will report first half, 2025 results on Sep 19, 2024お知らせ • Dec 25OVS S.p.A., Annual General Meeting, Jan 24, 2024OVS S.p.A., Annual General Meeting, Jan 24, 2024, at 14:30 Central European Standard Time.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Luxury industry in Europe. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.55 per share.New Risk • Sep 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.3% net profit margin).Reported Earnings • Sep 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €734.9m (flat on 1H 2023). Net income: €33.7m (up 43% from 1H 2023). Profit margin: 4.6% (up from 3.2% in 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Germany.Upcoming Dividend • Jun 12Upcoming dividend of €0.06 per share at 2.3% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.9%).Reported Earnings • Apr 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.51b (up 6.7% from FY 2022). Net income: €39.6m (down 18% from FY 2022). Profit margin: 2.6% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Germany.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.48, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Luxury industry in Germany. Total returns to shareholders of 56% over the past three years.お知らせ • Feb 06+ 3 more updatesOVS S.p.A. to Report Q4, 2023 Results on Apr 19, 2023OVS S.p.A. announced that they will report Q4, 2023 results on Apr 19, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 22First half 2023 earnings released: EPS: €0 (vs €0.074 in 1H 2022)First half 2023 results: EPS: €0. Revenue: €705.8m (up 14% from 1H 2022). Net income: €31.9m (up 88% from 1H 2022). Profit margin: 4.5% (up from 2.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Luxury industry in Germany.お知らせ • Jul 29OVS S.p.A. (BIT:OVS) acquired BVM SPA.OVS S.p.A. (BIT:OVS) acquired BVM SPA on July 27, 2022. OVS S.p.A. (BIT:OVS) completed the acquisition of BVM SPA on July 27, 2022.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.62, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the Luxury industry in Germany. Total returns to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.92 per share.Upcoming Dividend • Jun 13Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 22 June 2022. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.7%).Reported Earnings • Apr 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.36b (up 29% from FY 2021). Net income: €48.6m (up 39% from FY 2021). Profit margin: 3.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.5%, compared to a 13% growth forecast for the industry in Germany.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 23Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.36b (up 29% from FY 2021). Net income: €48.6m (up 39% from FY 2021). Profit margin: 3.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.3%, compared to a 13% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €1.74, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Luxury industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.68 per share.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €2.21, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Luxury industry in Europe. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.56 per share.お知らせ • Feb 05+ 4 more updatesOVS S.p.A. to Report First Half, 2023 Results on Sep 20, 2022OVS S.p.A. announced that they will report first half, 2023 results on Sep 20, 2022Reported Earnings • Sep 24First half 2022 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: €599.2m (up 55% from 1H 2021). Net income: €17.0m (up €92.9m from 1H 2021). Profit margin: 2.8% (up from net loss in 1H 2021).Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to €1.75, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 28x in the Luxury industry in Europe. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.41 per share.Reported Earnings • Jun 20Full year 2021 earnings released: EPS €0.15 (vs €0.62 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €1.06b (down 26% from FY 2020). Net income: €35.0m (up €175.4m from FY 2020). Profit margin: 3.3% (up from net loss in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.お知らせ • Apr 18OVS S.p.A. Provides Earnings Guidance for the Fiscal Year 2021OVS S.p.A. provided earnings guidance for the fiscal year 2021. For the year, The company expects that the sales will be lower compared to 2019 and higher compared to 2020. The company expects first quarter with the top line better than last year. Second quarter, reasonably with the top line much better than last year. Third quarter may be in line. And the fourth quarter, hopefully, much better than last year because, hopefully, not impacted by lockdown again because by the second part of the year.Reported Earnings • Apr 17Full year 2021 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €1.02b (down 29% from FY 2020). Net income: €35.1m (up €175.5m from FY 2020). Profit margin: 3.4% (up from net loss in FY 2020).Is New 90 Day High Low • Mar 11New 90-day high: €1.27The company is up 25% from its price of €1.02 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.45 per share.お知らせ • Feb 16OVS S.p.A., Annual General Meeting, May 28, 2021OVS S.p.A., Annual General Meeting, May 28, 2021.Is New 90 Day High Low • Jan 09New 90-day high: €1.15The company is up 16% from its price of €0.99 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.49 per share.お知らせ • Dec 17OVS S.p.A. announced that it expects to receive €80 million in fundingOVS S.p.A. (BIT:OVS) announced a private placement of €80 million in a round of funding on December 15, 2020. The transaction has been approved by The Extraordinary Shareholders' Meeting. The company will issue common shares in the transaction. The transaction is expected to be closed by July 31, 2021.Is New 90 Day High Low • Dec 05New 90-day high: €1.08The company is up 34% from its price of €0.81 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.48 per share.Is New 90 Day High Low • Nov 19New 90-day high: €1.04The company is up 19% from its price of €0.87 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.50 per share.Is New 90 Day High Low • Oct 30New 90-day low: €0.77The company is down 15% from its price of €0.91 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.48 per share.Is New 90 Day High Low • Oct 12New 90-day high: €1.02The company is up 6.0% from its price of €0.96 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury 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 €0.48 per share.Reported Earnings • Sep 25First half earnings releasedOver the last 12 months the company has reported total losses of €186.9m, with earnings decreasing by €211.6m from the prior year. Total revenue was €1.10b over the last 12 months, down 23% from the prior year.収支内訳OVS の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:0OV1 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Jan 261,82348669031 Oct 251,78047656031 Jul 251,73747642030 Apr 251,72149637031 Jan 251,70652632031 Oct 241,67252620031 Jul 241,63952607030 Apr 241,62752595031 Jan 241,61552584031 Oct 231,62045585031 Jul 231,62538585030 Apr 231,60839581031 Jan 231,59039576031 Oct 221,56147557031 Jul 221,53155537030 Apr 221,47452506031 Jan 221,41749476031 Oct 211,35388441031 Jul 211,289128407030 Apr 211,17381391031 Jan 211,05635376031 Oct 201,098-93325031 Jul 201,140-222274030 Apr 201,282-181309031 Jan 201,425-140344031 Oct 191,431-57467031 Jul 191,43626590030 Apr 191,47126640031 Jan 191,50626691031 Oct 181,55426702031 Jul 181,60326713030 Apr 181,59116706031 Jan 181,5805700031 Oct 171,52525683031 Jul 171,47144667030 Apr 171,44261657031 Jan 171,41278648031 Oct 161,40283641031 Jul 161,39187635030 Apr 161,37687626031 Jan 161,36187618031 Oct 1577068424031 Jul 15720293750質の高い収益: 0OV1は 高品質の収益 を持っています。利益率の向上: 0OV1の現在の純利益率 (2.7%)は、昨年(3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 0OV1の収益は過去 5 年間で年間9.9%減少しました。成長の加速: 0OV1は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 0OV1は過去 1 年間で収益成長率がマイナス ( -6.9% ) となったため、 Luxury業界平均 ( 20% ) と比較することが困難です。株主資本利益率高いROE: 0OV1の 自己資本利益率 ( 5.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-durables 、過去の業績が好調な企業。View Financial Health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2026/06/24 13:37終値2026/06/24 00:00収益2026/01/31年間収益2026/01/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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OVS S.p.A. 5 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。10 アナリスト機関Carmen NovelBanca Akros S.p.A. (ESN)Giuseppe MarsellaBNP ParibasPaul Henri SteegersBofA Global Research7 その他のアナリストを表示
お知らせ • Dec 25+ 3 more updatesOVS S.p.A. to Report Q3, 2027 Results on Dec 15, 2026OVS S.p.A. announced that they will report Q3, 2027 results on Dec 15, 2026
お知らせ • Mar 19+ 3 more updatesOVS S.p.A. to Report Q4, 2025 Results on Apr 15, 2025OVS S.p.A. announced that they will report Q4, 2025 results on Apr 15, 2025
Reported Earnings • Sep 25First half 2025 earnings releasedFirst half 2025 results: Revenue: €762.1m (down 1.1% from 1H 2024). Net income: €21.7m (down 2.5% from 1H 2024). Profit margin: 2.8% (down from 2.9% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Europe.
Reported Earnings • Apr 19Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.54b (down 3.5% from FY 2023). Net income: €52.4m (up 34% from FY 2023). Profit margin: 3.4% (up from 2.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.
お知らせ • Feb 02+ 3 more updatesOVS S.p.A. to Report First Half, 2025 Results on Sep 19, 2024OVS S.p.A. announced that they will report first half, 2025 results on Sep 19, 2024
Reported Earnings • Sep 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €734.9m (flat on 1H 2023). Net income: €33.7m (up 43% from 1H 2023). Profit margin: 4.6% (up from 3.2% in 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Germany.
Upcoming Dividend • Jun 15Upcoming dividend of €0.14 per shareEligible shareholders must have bought the stock before 22 June 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.5%).
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Non Executive Director Roberto Cappelli was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Director Flavia Sampietro was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 21OVS S.p.A., Annual General Meeting, May 29, 2026OVS S.p.A., Annual General Meeting, May 29, 2026, at 11:00 W. Europe Standard Time. Location: via terraglio n 17, venezia mestre Italy
お知らせ • Apr 18OVS S.p.A. announces Annual dividend, payable on June 24, 2026OVS S.p.A. announced Annual dividend of EUR 0.1400 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.
Board Change • Dec 30Less 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 Flavia Sampietro was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 25+ 3 more updatesOVS S.p.A. to Report Q3, 2027 Results on Dec 15, 2026OVS S.p.A. announced that they will report Q3, 2027 results on Dec 15, 2026
お知らせ • Jul 04OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L.OVS S.p.A. (BIT:OVS) entered into an agreement to acquire remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on June 17, 2025. Upon completion, OVS S.p.A. will own 100% stake in Goldenpoint S.p.a. Luca Saraceni of Osborne Clarke italy acted as legal advisor for Gilfin S.R.L. Studio Legale Cappelli RCCD acted as legal advisor for OVS S.p.A. OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on July 3, 2025. For accounting purposes, the acquisition is effective as of July 1, 2025.
お知らせ • Jun 17OVS S.p.A. (BIT:OVS) commences an Equity Buyback Plan for 16,249,886 shares, representing 6.59% of its issued share capital, under the authorization approved on May 30, 2025.OVS S.p.A. (BIT:OVS) commences a share repurchases on June 9, 2025, under the program mandated by the shareholders in the Ordinary Shareholders' Meeting held on May 30, 2025. As per the mandate, the company is authorized to repurchase up to 16,249,886 shares, representing 6.59% of its share capital. The shares will be repurchased such that the total number of ordinary shares in the portfolio as a result of the purchases does not exceed 10% of the company's share capital from time to time. The purchase price cannot be either more or less than 10% of the reference price recorded by OVS shares on the day before the one in which the purchase operation will be carried out. The purpose of buyback program is to carry out, directly or through intermediaries, any investment transactions, also to contain anomalous movements in share prices, to stabilize trading and price performance, and to support the share’s liquidity on the market, for subsequent use, to service remuneration and incentive plans based on financial instruments reserved for the directors and employees. The authorization is valid till November 30, 2026. As of April 15, 2025, the company held 255,032,123 issued shares, including 8,412,114 treasury shares. On June 6, 2025, the company initiated a Market Repurchase. Under the program, the company will repurchase up to 6,000,000 shares for €20 million.
お知らせ • Apr 19OVS S.p.A. announces Annual dividend, payable on June 25, 2025OVS S.p.A. announced Annual dividend of EUR 0.1100 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.
お知らせ • Mar 19+ 3 more updatesOVS S.p.A. to Report Q4, 2025 Results on Apr 15, 2025OVS S.p.A. announced that they will report Q4, 2025 results on Apr 15, 2025
Reported Earnings • Sep 25First half 2025 earnings releasedFirst half 2025 results: Revenue: €762.1m (down 1.1% from 1H 2024). Net income: €21.7m (down 2.5% from 1H 2024). Profit margin: 2.8% (down from 2.9% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Europe.
New Risk • Sep 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 17OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa.OVS S.p.A. (BIT:OVS) signed a letter of intent to acquire an unknown minority stake in Goldenpoint Spa on February 6, 2024. OVS S.p.A. (BIT:OVS) entered into agreement to acquire an unknown minority stake in Goldenpoint Spa on April 2, 2024. Goldenpoint has a turnover of almost €100 million. The key terms of the letter of intent envisage a possible initial investment by OVS in Goldenpoint through the simultaneous acquisition of a minority stake and the subscription of a financial instrument that, in the medium term, could be converted at OVS’s discretion into a controlling stake. The remaining share capital may be subject to put&call options in favour of the parties, exercisable within time windows to be determined. The finalization of the agreement remains subject to the positive completion of the due diligence activities and the other typical conditions for this type of transaction. Roberto Cappelli, Raffaella Ceglia, Raffaela Tortora and Gabriele Montanaro of Studio Legale Cappelli RCCD acted as legal advisor to OVS S.p.A. on the transaction. Luca Saraceni, Cecilia Frangini and Alessandra Mioni acted as legal advisor to Goldenpoint Spa. OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa on July 16, 2024.
Upcoming Dividend • Jun 17Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.7%).
Reported Earnings • Apr 19Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.54b (down 3.5% from FY 2023). Net income: €52.4m (up 34% from FY 2023). Profit margin: 3.4% (up from 2.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.
Upcoming Dividend • Feb 12Upcoming dividend of €0.03 per share at 2.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 21 February 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (0.8%).
お知らせ • Feb 02+ 3 more updatesOVS S.p.A. to Report First Half, 2025 Results on Sep 19, 2024OVS S.p.A. announced that they will report first half, 2025 results on Sep 19, 2024
お知らせ • Dec 25OVS S.p.A., Annual General Meeting, Jan 24, 2024OVS S.p.A., Annual General Meeting, Jan 24, 2024, at 14:30 Central European Standard Time.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €2.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Luxury industry in Europe. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.55 per share.
New Risk • Sep 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.3% net profit margin).
Reported Earnings • Sep 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €734.9m (flat on 1H 2023). Net income: €33.7m (up 43% from 1H 2023). Profit margin: 4.6% (up from 3.2% in 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Germany.
Upcoming Dividend • Jun 12Upcoming dividend of €0.06 per share at 2.3% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.9%).
Reported Earnings • Apr 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.51b (up 6.7% from FY 2022). Net income: €39.6m (down 18% from FY 2022). Profit margin: 2.6% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Germany.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.48, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Luxury industry in Germany. Total returns to shareholders of 56% over the past three years.
お知らせ • Feb 06+ 3 more updatesOVS S.p.A. to Report Q4, 2023 Results on Apr 19, 2023OVS S.p.A. announced that they will report Q4, 2023 results on Apr 19, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 22First half 2023 earnings released: EPS: €0 (vs €0.074 in 1H 2022)First half 2023 results: EPS: €0. Revenue: €705.8m (up 14% from 1H 2022). Net income: €31.9m (up 88% from 1H 2022). Profit margin: 4.5% (up from 2.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Luxury industry in Germany.
お知らせ • Jul 29OVS S.p.A. (BIT:OVS) acquired BVM SPA.OVS S.p.A. (BIT:OVS) acquired BVM SPA on July 27, 2022. OVS S.p.A. (BIT:OVS) completed the acquisition of BVM SPA on July 27, 2022.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.62, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the Luxury industry in Germany. Total returns to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.92 per share.
Upcoming Dividend • Jun 13Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 22 June 2022. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.7%).
Reported Earnings • Apr 27Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.36b (up 29% from FY 2021). Net income: €48.6m (up 39% from FY 2021). Profit margin: 3.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.5%, compared to a 13% growth forecast for the industry in Germany.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 23Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.36b (up 29% from FY 2021). Net income: €48.6m (up 39% from FY 2021). Profit margin: 3.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.3%, compared to a 13% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €1.74, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Luxury industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.68 per share.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €2.21, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Luxury industry in Europe. Total returns to shareholders of 73% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.56 per share.
お知らせ • Feb 05+ 4 more updatesOVS S.p.A. to Report First Half, 2023 Results on Sep 20, 2022OVS S.p.A. announced that they will report first half, 2023 results on Sep 20, 2022
Reported Earnings • Sep 24First half 2022 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: €599.2m (up 55% from 1H 2021). Net income: €17.0m (up €92.9m from 1H 2021). Profit margin: 2.8% (up from net loss in 1H 2021).
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 19% share price gain to €1.75, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 28x in the Luxury industry in Europe. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.41 per share.
Reported Earnings • Jun 20Full year 2021 earnings released: EPS €0.15 (vs €0.62 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €1.06b (down 26% from FY 2020). Net income: €35.0m (up €175.4m from FY 2020). Profit margin: 3.3% (up from net loss in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 18OVS S.p.A. Provides Earnings Guidance for the Fiscal Year 2021OVS S.p.A. provided earnings guidance for the fiscal year 2021. For the year, The company expects that the sales will be lower compared to 2019 and higher compared to 2020. The company expects first quarter with the top line better than last year. Second quarter, reasonably with the top line much better than last year. Third quarter may be in line. And the fourth quarter, hopefully, much better than last year because, hopefully, not impacted by lockdown again because by the second part of the year.
Reported Earnings • Apr 17Full year 2021 earnings releasedThe company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €1.02b (down 29% from FY 2020). Net income: €35.1m (up €175.5m from FY 2020). Profit margin: 3.4% (up from net loss in FY 2020).
Is New 90 Day High Low • Mar 11New 90-day high: €1.27The company is up 25% from its price of €1.02 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.45 per share.
お知らせ • Feb 16OVS S.p.A., Annual General Meeting, May 28, 2021OVS S.p.A., Annual General Meeting, May 28, 2021.
Is New 90 Day High Low • Jan 09New 90-day high: €1.15The company is up 16% from its price of €0.99 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.49 per share.
お知らせ • Dec 17OVS S.p.A. announced that it expects to receive €80 million in fundingOVS S.p.A. (BIT:OVS) announced a private placement of €80 million in a round of funding on December 15, 2020. The transaction has been approved by The Extraordinary Shareholders' Meeting. The company will issue common shares in the transaction. The transaction is expected to be closed by July 31, 2021.
Is New 90 Day High Low • Dec 05New 90-day high: €1.08The company is up 34% from its price of €0.81 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.48 per share.
Is New 90 Day High Low • Nov 19New 90-day high: €1.04The company is up 19% from its price of €0.87 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.50 per share.
Is New 90 Day High Low • Oct 30New 90-day low: €0.77The company is down 15% from its price of €0.91 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.48 per share.
Is New 90 Day High Low • Oct 12New 90-day high: €1.02The company is up 6.0% from its price of €0.96 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury 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 €0.48 per share.
Reported Earnings • Sep 25First half earnings releasedOver the last 12 months the company has reported total losses of €186.9m, with earnings decreasing by €211.6m from the prior year. Total revenue was €1.10b over the last 12 months, down 23% from the prior year.