View ValuationSanlorenzo 将来の成長Future 基準チェック /16Sanlorenzo利益と収益がそれぞれ年間4.6%と3.5%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17.3% 3%なると予測されています。主要情報4.6%収益成長率3.04%EPS成長率Leisure 収益成長15.2%収益成長率3.5%将来の株主資本利益率17.26%アナリストカバレッジGood最終更新日02 Jun 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 • Jun 26Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €34.92. The fair value is estimated to be €44.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 5.7% in 2 years. Earnings are forecast to grow by 6.3% in the next 2 years.Buy Or Sell Opportunity • Jun 01Now 22% undervaluedOver the last 90 days, the stock has risen 20% to €35.66. The fair value is estimated to be €45.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (8 non-independent directors). Deputy Chair Leonardo Ferragamo was the last director to join the board, commencing their role in 2024. 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 • Mar 26Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026, at 10:30 W. Europe Standard Time. Location: viale san bartolomeo 362, la spezia Italyお知らせ • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 20, 2026Sanlorenzo S.p.A. announced Annual dividend of EUR 1.5000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.お知らせ • Jan 16+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2025 Final Results on Mar 09, 2026Sanlorenzo S.p.A. announced that they will report fiscal year 2025 final results on Mar 09, 2026お知らせ • Mar 21Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025, at 10:30 W. Europe Standard Time.お知らせ • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 21, 2025Sanlorenzo S.p.A. announced Annual dividend of EUR 1.0000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.お知らせ • Jan 30+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2024 Final Results on Mar 10, 2025Sanlorenzo S.p.A. announced that they will report fiscal year 2024 final results on Mar 10, 2025Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: €0.84 (vs €0.80 in 3Q 2023)Third quarter 2024 results: EPS: €0.84 (up from €0.80 in 3Q 2023). Revenue: €264.5m (up 8.3% from 3Q 2023). Net income: €29.4m (up 5.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Oct 24Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €36.60. The fair value is estimated to be €46.06, 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 26%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: €0.69 (vs €0.63 in 2Q 2023)Second quarter 2024 results: EPS: €0.69 (up from €0.63 in 2Q 2023). Revenue: €231.5m (up 9.5% from 2Q 2023). Net income: €23.9m (up 9.5% from 2Q 2023). Profit margin: 10% (in line with 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L.Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L. on August 1, 2024. Sanlorenzo commits to purchase from Sawa, which commits to sell, 100% of the shares of Nautor Swan Group, in two tranches: 60% of the shares at the First Closing, shortly after the signing of the Binding Agreement, for €48.5 million, 40% of the shares at the Second Closing, by 30 April 2028 (based on the FY2027 financial results), valued at the higher of the First Closing Equity Value and the Equity valuation resulting from 9x EV/EBITDA multiple. For each Closing, the parties have agreed to the payment of 2/3 in cash and 1/3 in shares through a Capital Increase with exclusion of the pre-emptive rights, reserved to Sawa, unless technical difficulties arise preventing its prompt execution. The issue price of the Sanlorenzo shares is valued at the simple average of the closing prices of the stock market in the 30 calendar days preceding the relevant Closing. The Agreement is subject to condition precedents to be fulfilled by Sawa between the signing of the Agreement and the First Closing, in favor of Sanlorenzo. Post-acquisition, Massimo Perotti, as CEO, and Giovanni Pomati, as co-CEO, will head Nautor Swan Group. Leonardo Ferragamo will retain his role as Chairman of Nautor Swan. Musumeci, Altara e Associati acted as legal advisor, Deloitte Italy S.p.A acted as due diligence provider, Andersen Italia acted as accountant and Mediobanca Banca di Credito Finanziario S.p.A. (BIT:MB) acted as financial advisor to Sanlorenzo. Studio Legale Visconti & Associati acted as legal advisor and CC & Soci S.r.l. acted as financial advisor to Sawa.Buy Or Sell Opportunity • Jun 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to €39.35. The fair value is estimated to be €49.62, 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 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Buy Or Sell Opportunity • May 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €40.00. The fair value is estimated to be €50.05, 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 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Reported Earnings • May 15First quarter 2024 earnings released: EPS: €0.57 (vs €0.50 in 1Q 2023)First quarter 2024 results: EPS: €0.57 (up from €0.50 in 1Q 2023). Revenue: €203.2m (up 7.4% from 1Q 2023). Net income: €19.7m (up 14% from 1Q 2023). Profit margin: 9.7% (in line with 1Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.2%).Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €2.68 (vs €2.15 in FY 2022)Full year 2023 results: EPS: €2.68 (up from €2.15 in FY 2022). Revenue: €865.7m (up 14% from FY 2022). Net income: €92.8m (up 25% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe.お知らせ • Mar 07Sanlorenzo S.p.A. (BIT:SL) acquired unknown majority stake in Simpson Marine limited from Mike Simpson for $17 million.Sanlorenzo S.p.A. (BIT:SL) signed a non-binding Memorandum of Understanding to acquire unknown majority stake in Simpson Marine limited on April 11, 2023. Sanlorenzo S.p.A. (BIT:SL) signed a binding share purchase agreement to acquire 95% stake in Simpson Marine Limited from Mike Simpson for $17 million on December 7, 2023. The transaction is expected to close in the first quarter of 2024. Musumeci, Altara, Desana e Associati acted as legal advisors to Sanlorenzo S.p.A, and Howse Williams Bowers acted as a legal advisor to Mike Simpson.Sanlorenzo S.p.A. (BIT:SL) completed the acquisition of unknown majority stake in Simpson Marine limited from Mike Simpson on March 5, 2024.Recent Insider Transactions • Feb 16Executive Director recently sold €2.2m worth of stockOn the 9th of February, Ferruccio Rossi sold around 50k shares on-market at roughly €43.07 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.Recent Insider Transactions • Jan 05Executive Director recently sold €288k worth of stockOn the 2nd of January, Ferruccio Rossi sold around 7k shares on-market at roughly €42.67 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €513k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Recent Insider Transactions • Dec 29Executive Director recently sold €513k worth of stockOn the 22nd of December, Ferruccio Rossi sold around 12k shares on-market at roughly €43.15 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.80 (vs €0.57 in 3Q 2022)Third quarter 2023 results: EPS: €0.80 (up from €0.57 in 3Q 2022). Revenue: €242.8m (up 20% from 3Q 2022). Net income: €27.9m (up 41% from 3Q 2022). Profit margin: 12% (up from 9.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe.Board Change • Aug 21Less 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 (6 non-independent directors). Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.63 (vs €0.53 in 2Q 2022)Second quarter 2023 results: EPS: €0.63 (up from €0.53 in 2Q 2022). Revenue: €210.4m (up 13% from 2Q 2022). Net income: €21.8m (up 18% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe.Reported Earnings • May 13First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €189.2m (up 13% from 1Q 2022). Net income: €17.2m (up 23% from 1Q 2022). Profit margin: 9.1% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Leisure industry in Europe.Upcoming Dividend • Apr 25Upcoming dividend of €0.66 per share at 1.6% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.5%).Board Change • Apr 21Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Mar 22Executive Director recently sold €661k worth of stockOn the 17th of March, Ferruccio Rossi sold around 16k shares on-market at roughly €42.49 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.14 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €2.14 (up from €1.48 in FY 2021). Revenue: €758.5m (up 12% from FY 2021). Net income: €74.2m (up 45% from FY 2021). Profit margin: 9.8% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Leisure industry in Europe.Board Change • Feb 23Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Board Change • Feb 02Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Jan 05Executive Director recently sold €260k worth of stockOn the 29th of December, Ferruccio Rossi sold around 7k shares on-market at roughly €37.20 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €403k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.お知らせ • Dec 22Sanlorenzo S.p.A. (BIT:SL) acquired Equinoxe Srl for €2.1 million.Sanlorenzo S.p.A. (BIT:SL) acquired Equinoxe Srl for €2.1 million on December 20, 2022. The consideration of €2.1 million, of which about 10% will be paid over the next three years subject to meeting certain conditions. Sanlorenzo S.p.A. (BIT:SL) completed the acquisition of Equinoxe Srl on December 20, 2022.Board Change • Nov 21Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.57 (vs €0.45 in 3Q 2021)Third quarter 2022 results: EPS: €0.57 (up from €0.45 in 3Q 2021). Revenue: €201.6m (up 16% from 3Q 2021). Net income: €19.8m (up 27% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe.Board Change • Oct 07Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Sep 05Second quarter 2022 earnings released: EPS: €0.54 (vs €0.38 in 2Q 2021)Second quarter 2022 results: EPS: €0.54 (up from €0.38 in 2Q 2021). Revenue: €185.3m (flat on 2Q 2021). Net income: €18.5m (up 42% from 2Q 2021). Profit margin: 10.0% (up from 7.1% in 2Q 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Leisure industry in Europe.Recent Insider Transactions • Aug 03MD & Executive Director recently sold €322k worth of stockOn the 28th of July, Marco Viti sold around 10k shares on-market at roughly €32.20 per share. In the last 3 months, they made an even bigger sale worth €1.0m. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months.Recent Insider Transactions • Jul 23MD & Executive Director recently sold €165k worth of stockOn the 19th of July, Marco Viti sold around 5k shares on-market at roughly €33.00 per share. In the last 3 months, they made an even bigger sale worth €767k. Insiders have been net sellers, collectively disposing of €6.7m more than they bought in the last 12 months.お知らせ • Jun 16Holding Happy Life S.r.l. acquired a 0.038% stake in Sanlorenzo S.p.A. (BIT:SL) for €0.43 million.Holding Happy Life S.r.l. acquired a 0.038% stake in Sanlorenzo S.p.A. (BIT:SL) for €0.43 million on June 14, 2022. Holding Happy Life S.r.l. completed the acquisition of a 0.038% stake in Sanlorenzo S.p.A. (BIT:SL) on June 14, 2022.Recent Insider Transactions • Jun 03MD & Executive Director recently sold €594k worth of stockOn the 31st of May, Marco Viti sold around 17k shares on-market at roughly €34.97 per share. In the last 3 months, they made an even bigger sale worth €1.1m. Insiders have been net sellers, collectively disposing of €5.7m more than they bought in the last 12 months.Recent Insider Transactions • May 13MD & Executive Director recently bought €163k worth of stockOn the 6th of May, Marco Viti bought around 5k shares on-market at roughly €32.50 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €5.9m more in shares than they bought in the last 12 months.Reported Earnings • May 06First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €167.6m (up 19% from 1Q 2021). Net income: €14.0m (up 69% from 1Q 2021). Profit margin: 8.3% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.5%, compared to a 15% growth forecast for the industry in Germany.Board Change • Apr 29Less 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). Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Recent Insider Transactions • Apr 08MD & Executive Director recently sold €1.1m worth of stockOn the 4th of April, Marco Viti sold around 30k shares on-market at roughly €36.23 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.3m more than they bought in the last 12 months.Recent Insider Transactions • Mar 18MD & Executive Director recently bought €141k worth of stockOn the 11th of March, Marco Viti bought around 4k shares on-market at roughly €31.50 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €5.2m more in shares than they bought in the last 12 months.Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: €1.48 (up from €1.00 in FY 2020). Revenue: €673.5m (up 26% from FY 2020). Net income: €51.0m (up 48% from FY 2020). Profit margin: 7.6% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany.Recent Insider Transactions • Feb 10MD & Executive Director recently sold €408k worth of stockOn the 7th of February, Marco Viti sold around 11k shares on-market at roughly €38.81 per share. In the last 3 months, there was an even bigger sale from another insider worth €496k. Insiders have been net sellers, collectively disposing of €5.5m more than they bought in the last 12 months.Recent Insider Transactions • Jan 05Executive Chairman & CEO recently sold €454k worth of stockOn the 29th of December, Massimo Perotti sold around 12k shares on-market at roughly €37.18 per share. In the last 3 months, they made an even bigger sale worth €496k. Massimo has been a seller over the last 12 months, reducing personal holdings by €1.2m.Recent Insider Transactions • Dec 30Executive Chairman & CEO recently sold €258k worth of stockOn the 23rd of December, Massimo Perotti sold around 7k shares on-market at roughly €36.87 per share. In the last 3 months, they made an even bigger sale worth €496k. Massimo has been a seller over the last 12 months, reducing personal holdings by €766k.Recent Insider Transactions • Dec 23MD & Executive Director recently sold €227k worth of stockOn the 16th of December, Marco Viti sold around 6k shares on-market at roughly €37.75 per share. In the last 3 months, there was an even bigger sale from another insider worth €496k. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.Recent Insider Transactions • Dec 12Executive Chairman & CEO recently sold €496k worth of stockOn the 8th of December, Massimo Perotti sold around 14k shares on-market at roughly €36.29 per share. This was the largest sale by an insider in the last 3 months. Massimo has been a seller over the last 12 months, reducing personal holdings by €508k.Recent Insider Transactions • Nov 20MD & Executive Director recently sold €102k worth of stockOn the 16th of November, Marco Viti sold around 3k shares on-market at roughly €36.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €269k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.Recent Insider Transactions • Nov 13Insider recently sold €191k worth of stockOn the 8th of November, Ferruccio Rossi sold around 5k shares on-market at roughly €38.36 per share. In the last 3 months, they made an even bigger sale worth €269k. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.Reported Earnings • Nov 06Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €174.5m (up 9.9% from 3Q 2020). Net income: €15.6m (up 32% from 3Q 2020). Profit margin: 8.9% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • Sep 29Insider recently sold €193k worth of stockOn the 23rd of September, Ferruccio Rossi sold around 6k shares on-market at roughly €33.75 per share. In the last 3 months, they made an even bigger sale worth €269k. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.Recent Insider Transactions • Sep 22Insider recently sold €269k worth of stockOn the 17th of September, Ferruccio Rossi sold around 8k shares on-market at roughly €34.34 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.Reported Earnings • Sep 15Second quarter 2021 earnings released: EPS €0.38 (vs €0.13 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €183.7m (up 66% from 2Q 2020). Net income: €13.0m (up 181% from 2Q 2020). Profit margin: 7.1% (up from 4.2% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.55, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 24x in the Leisure industry in Europe.Recent Insider Transactions • Aug 18Insider recently sold €161k worth of stockOn the 12th of August, Ferruccio Rossi sold around 6k shares on-market at roughly €26.80 per share. In the last 3 months, they made an even bigger sale worth €254k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Recent Insider Transactions • Jul 14Insider recently sold €123k worth of stockOn the 8th of July, Ferruccio Rossi sold around 5k shares on-market at roughly €23.88 per share. In the last 3 months, they made an even bigger sale worth €254k. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.Recent Insider Transactions • Jun 22Insider recently sold €136k worth of stockOn the 15th of June, Ferruccio Rossi sold around 6k shares on-market at roughly €24.64 per share. In the last 3 months, they made an even bigger sale worth €254k. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.お知らせ • Jun 12Sanlorenzo S.p.A. has completed a Follow-on Equity Offering in the amount of €24 million.Sanlorenzo S.p.A. has completed a Follow-on Equity Offering in the amount of €24 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,000,000 Price\Range: €24 Transaction Features: Subsequent Direct ListingReported Earnings • May 09First quarter 2021 earnings released: EPS €0.24 (vs €0.17 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: €141.5m (up 42% from 1Q 2020). Net income: €8.26m (up 39% from 1Q 2020). Profit margin: 5.8% (down from 6.0% in 1Q 2020). The decrease in margin was driven by higher expenses.業績と収益の成長予測DB:6SZA - 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12/31/20281,140124105186612/31/20271,089113106176712/31/20261,0371099215873/31/20261,04210977128N/A12/31/20251,0311072169N/A9/30/20251,022106-745N/A6/30/20251,039106-1530N/A3/31/20251,013105-1533N/A12/31/2024986103-1831N/A9/30/202492499-3610N/A6/30/202490297-249N/A3/31/202488195651N/A12/31/20238679373117N/A9/30/20238498979126N/A6/30/20238078165110N/A3/31/20237827780130N/A12/31/20227607495145N/A9/30/202271866102144N/A6/30/202268262121175N/A3/31/202262557101151N/A12/31/2021599514998N/A9/30/20216044955105N/A6/30/2021595456393N/A3/31/2021577373868N/A12/31/2020535351546N/A9/30/202052525-141N/A6/30/202049527-738N/A3/31/202051830-441N/A12/31/201951227N/A53N/A12/31/201838112N/A80N/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: 6SZAの予測収益成長率 (年間4.6% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 6SZAの収益 ( 4.6% ) 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: 6SZA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: 6SZAの収益 ( 3.5% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: 6SZAの収益 ( 3.5% ) 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: 6SZA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 ( 17.3 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/06/29 11:09終値2026/06/26 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Sanlorenzo S.p.A. 7 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。12 アナリスト機関Carmen NovelBanca Akros S.p.A. (ESN)Fraser DonlonBerenbergAnna FrontaniBerenberg9 その他のアナリストを表示
Buy Or Sell Opportunity • Jun 26Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €34.92. The fair value is estimated to be €44.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 5.7% in 2 years. Earnings are forecast to grow by 6.3% in the next 2 years.
Buy Or Sell Opportunity • Jun 01Now 22% undervaluedOver the last 90 days, the stock has risen 20% to €35.66. The fair value is estimated to be €45.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.
Board Change • May 20Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 4 independent directors (8 non-independent directors). Deputy Chair Leonardo Ferragamo was the last director to join the board, commencing their role in 2024. 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 • Mar 26Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026, at 10:30 W. Europe Standard Time. Location: viale san bartolomeo 362, la spezia Italy
お知らせ • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 20, 2026Sanlorenzo S.p.A. announced Annual dividend of EUR 1.5000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
お知らせ • Jan 16+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2025 Final Results on Mar 09, 2026Sanlorenzo S.p.A. announced that they will report fiscal year 2025 final results on Mar 09, 2026
お知らせ • Mar 21Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025, at 10:30 W. Europe Standard Time.
お知らせ • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 21, 2025Sanlorenzo S.p.A. announced Annual dividend of EUR 1.0000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
お知らせ • Jan 30+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2024 Final Results on Mar 10, 2025Sanlorenzo S.p.A. announced that they will report fiscal year 2024 final results on Mar 10, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: €0.84 (vs €0.80 in 3Q 2023)Third quarter 2024 results: EPS: €0.84 (up from €0.80 in 3Q 2023). Revenue: €264.5m (up 8.3% from 3Q 2023). Net income: €29.4m (up 5.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Oct 24Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €36.60. The fair value is estimated to be €46.06, 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 26%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: €0.69 (vs €0.63 in 2Q 2023)Second quarter 2024 results: EPS: €0.69 (up from €0.63 in 2Q 2023). Revenue: €231.5m (up 9.5% from 2Q 2023). Net income: €23.9m (up 9.5% from 2Q 2023). Profit margin: 10% (in line with 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L.Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L. on August 1, 2024. Sanlorenzo commits to purchase from Sawa, which commits to sell, 100% of the shares of Nautor Swan Group, in two tranches: 60% of the shares at the First Closing, shortly after the signing of the Binding Agreement, for €48.5 million, 40% of the shares at the Second Closing, by 30 April 2028 (based on the FY2027 financial results), valued at the higher of the First Closing Equity Value and the Equity valuation resulting from 9x EV/EBITDA multiple. For each Closing, the parties have agreed to the payment of 2/3 in cash and 1/3 in shares through a Capital Increase with exclusion of the pre-emptive rights, reserved to Sawa, unless technical difficulties arise preventing its prompt execution. The issue price of the Sanlorenzo shares is valued at the simple average of the closing prices of the stock market in the 30 calendar days preceding the relevant Closing. The Agreement is subject to condition precedents to be fulfilled by Sawa between the signing of the Agreement and the First Closing, in favor of Sanlorenzo. Post-acquisition, Massimo Perotti, as CEO, and Giovanni Pomati, as co-CEO, will head Nautor Swan Group. Leonardo Ferragamo will retain his role as Chairman of Nautor Swan. Musumeci, Altara e Associati acted as legal advisor, Deloitte Italy S.p.A acted as due diligence provider, Andersen Italia acted as accountant and Mediobanca Banca di Credito Finanziario S.p.A. (BIT:MB) acted as financial advisor to Sanlorenzo. Studio Legale Visconti & Associati acted as legal advisor and CC & Soci S.r.l. acted as financial advisor to Sawa.
Buy Or Sell Opportunity • Jun 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.5% to €39.35. The fair value is estimated to be €49.62, 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 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Buy Or Sell Opportunity • May 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €40.00. The fair value is estimated to be €50.05, 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 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: €0.57 (vs €0.50 in 1Q 2023)First quarter 2024 results: EPS: €0.57 (up from €0.50 in 1Q 2023). Revenue: €203.2m (up 7.4% from 1Q 2023). Net income: €19.7m (up 14% from 1Q 2023). Profit margin: 9.7% (in line with 1Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 26% per year.
Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.2%).
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €2.68 (vs €2.15 in FY 2022)Full year 2023 results: EPS: €2.68 (up from €2.15 in FY 2022). Revenue: €865.7m (up 14% from FY 2022). Net income: €92.8m (up 25% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe.
お知らせ • Mar 07Sanlorenzo S.p.A. (BIT:SL) acquired unknown majority stake in Simpson Marine limited from Mike Simpson for $17 million.Sanlorenzo S.p.A. (BIT:SL) signed a non-binding Memorandum of Understanding to acquire unknown majority stake in Simpson Marine limited on April 11, 2023. Sanlorenzo S.p.A. (BIT:SL) signed a binding share purchase agreement to acquire 95% stake in Simpson Marine Limited from Mike Simpson for $17 million on December 7, 2023. The transaction is expected to close in the first quarter of 2024. Musumeci, Altara, Desana e Associati acted as legal advisors to Sanlorenzo S.p.A, and Howse Williams Bowers acted as a legal advisor to Mike Simpson.Sanlorenzo S.p.A. (BIT:SL) completed the acquisition of unknown majority stake in Simpson Marine limited from Mike Simpson on March 5, 2024.
Recent Insider Transactions • Feb 16Executive Director recently sold €2.2m worth of stockOn the 9th of February, Ferruccio Rossi sold around 50k shares on-market at roughly €43.07 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 05Executive Director recently sold €288k worth of stockOn the 2nd of January, Ferruccio Rossi sold around 7k shares on-market at roughly €42.67 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €513k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 29Executive Director recently sold €513k worth of stockOn the 22nd of December, Ferruccio Rossi sold around 12k shares on-market at roughly €43.15 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.80 (vs €0.57 in 3Q 2022)Third quarter 2023 results: EPS: €0.80 (up from €0.57 in 3Q 2022). Revenue: €242.8m (up 20% from 3Q 2022). Net income: €27.9m (up 41% from 3Q 2022). Profit margin: 12% (up from 9.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe.
Board Change • Aug 21Less 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 (6 non-independent directors). Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.63 (vs €0.53 in 2Q 2022)Second quarter 2023 results: EPS: €0.63 (up from €0.53 in 2Q 2022). Revenue: €210.4m (up 13% from 2Q 2022). Net income: €21.8m (up 18% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe.
Reported Earnings • May 13First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €189.2m (up 13% from 1Q 2022). Net income: €17.2m (up 23% from 1Q 2022). Profit margin: 9.1% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Leisure industry in Europe.
Upcoming Dividend • Apr 25Upcoming dividend of €0.66 per share at 1.6% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.5%).
Board Change • Apr 21Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Mar 22Executive Director recently sold €661k worth of stockOn the 17th of March, Ferruccio Rossi sold around 16k shares on-market at roughly €42.49 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.14 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €2.14 (up from €1.48 in FY 2021). Revenue: €758.5m (up 12% from FY 2021). Net income: €74.2m (up 45% from FY 2021). Profit margin: 9.8% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Leisure industry in Europe.
Board Change • Feb 23Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Board Change • Feb 02Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Jan 05Executive Director recently sold €260k worth of stockOn the 29th of December, Ferruccio Rossi sold around 7k shares on-market at roughly €37.20 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €403k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.
お知らせ • Dec 22Sanlorenzo S.p.A. (BIT:SL) acquired Equinoxe Srl for €2.1 million.Sanlorenzo S.p.A. (BIT:SL) acquired Equinoxe Srl for €2.1 million on December 20, 2022. The consideration of €2.1 million, of which about 10% will be paid over the next three years subject to meeting certain conditions. Sanlorenzo S.p.A. (BIT:SL) completed the acquisition of Equinoxe Srl on December 20, 2022.
Board Change • Nov 21Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.57 (vs €0.45 in 3Q 2021)Third quarter 2022 results: EPS: €0.57 (up from €0.45 in 3Q 2021). Revenue: €201.6m (up 16% from 3Q 2021). Net income: €19.8m (up 27% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe.
Board Change • Oct 07Insufficient new directorsNo 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. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Sep 05Second quarter 2022 earnings released: EPS: €0.54 (vs €0.38 in 2Q 2021)Second quarter 2022 results: EPS: €0.54 (up from €0.38 in 2Q 2021). Revenue: €185.3m (flat on 2Q 2021). Net income: €18.5m (up 42% from 2Q 2021). Profit margin: 10.0% (up from 7.1% in 2Q 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Leisure industry in Europe.
Recent Insider Transactions • Aug 03MD & Executive Director recently sold €322k worth of stockOn the 28th of July, Marco Viti sold around 10k shares on-market at roughly €32.20 per share. In the last 3 months, they made an even bigger sale worth €1.0m. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 23MD & Executive Director recently sold €165k worth of stockOn the 19th of July, Marco Viti sold around 5k shares on-market at roughly €33.00 per share. In the last 3 months, they made an even bigger sale worth €767k. Insiders have been net sellers, collectively disposing of €6.7m more than they bought in the last 12 months.
お知らせ • Jun 16Holding Happy Life S.r.l. acquired a 0.038% stake in Sanlorenzo S.p.A. (BIT:SL) for €0.43 million.Holding Happy Life S.r.l. acquired a 0.038% stake in Sanlorenzo S.p.A. (BIT:SL) for €0.43 million on June 14, 2022. Holding Happy Life S.r.l. completed the acquisition of a 0.038% stake in Sanlorenzo S.p.A. (BIT:SL) on June 14, 2022.
Recent Insider Transactions • Jun 03MD & Executive Director recently sold €594k worth of stockOn the 31st of May, Marco Viti sold around 17k shares on-market at roughly €34.97 per share. In the last 3 months, they made an even bigger sale worth €1.1m. Insiders have been net sellers, collectively disposing of €5.7m more than they bought in the last 12 months.
Recent Insider Transactions • May 13MD & Executive Director recently bought €163k worth of stockOn the 6th of May, Marco Viti bought around 5k shares on-market at roughly €32.50 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €5.9m more in shares than they bought in the last 12 months.
Reported Earnings • May 06First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €167.6m (up 19% from 1Q 2021). Net income: €14.0m (up 69% from 1Q 2021). Profit margin: 8.3% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.5%, compared to a 15% growth forecast for the industry in Germany.
Board Change • Apr 29Less 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). Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Recent Insider Transactions • Apr 08MD & Executive Director recently sold €1.1m worth of stockOn the 4th of April, Marco Viti sold around 30k shares on-market at roughly €36.23 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.3m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 18MD & Executive Director recently bought €141k worth of stockOn the 11th of March, Marco Viti bought around 4k shares on-market at roughly €31.50 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €5.2m more in shares than they bought in the last 12 months.
Reported Earnings • Mar 12Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: €1.48 (up from €1.00 in FY 2020). Revenue: €673.5m (up 26% from FY 2020). Net income: €51.0m (up 48% from FY 2020). Profit margin: 7.6% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 13%, compared to a 16% growth forecast for the industry in Germany.
Recent Insider Transactions • Feb 10MD & Executive Director recently sold €408k worth of stockOn the 7th of February, Marco Viti sold around 11k shares on-market at roughly €38.81 per share. In the last 3 months, there was an even bigger sale from another insider worth €496k. Insiders have been net sellers, collectively disposing of €5.5m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 05Executive Chairman & CEO recently sold €454k worth of stockOn the 29th of December, Massimo Perotti sold around 12k shares on-market at roughly €37.18 per share. In the last 3 months, they made an even bigger sale worth €496k. Massimo has been a seller over the last 12 months, reducing personal holdings by €1.2m.
Recent Insider Transactions • Dec 30Executive Chairman & CEO recently sold €258k worth of stockOn the 23rd of December, Massimo Perotti sold around 7k shares on-market at roughly €36.87 per share. In the last 3 months, they made an even bigger sale worth €496k. Massimo has been a seller over the last 12 months, reducing personal holdings by €766k.
Recent Insider Transactions • Dec 23MD & Executive Director recently sold €227k worth of stockOn the 16th of December, Marco Viti sold around 6k shares on-market at roughly €37.75 per share. In the last 3 months, there was an even bigger sale from another insider worth €496k. Insiders have been net sellers, collectively disposing of €4.3m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 12Executive Chairman & CEO recently sold €496k worth of stockOn the 8th of December, Massimo Perotti sold around 14k shares on-market at roughly €36.29 per share. This was the largest sale by an insider in the last 3 months. Massimo has been a seller over the last 12 months, reducing personal holdings by €508k.
Recent Insider Transactions • Nov 20MD & Executive Director recently sold €102k worth of stockOn the 16th of November, Marco Viti sold around 3k shares on-market at roughly €36.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €269k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 13Insider recently sold €191k worth of stockOn the 8th of November, Ferruccio Rossi sold around 5k shares on-market at roughly €38.36 per share. In the last 3 months, they made an even bigger sale worth €269k. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.
Reported Earnings • Nov 06Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €174.5m (up 9.9% from 3Q 2020). Net income: €15.6m (up 32% from 3Q 2020). Profit margin: 8.9% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Sep 29Insider recently sold €193k worth of stockOn the 23rd of September, Ferruccio Rossi sold around 6k shares on-market at roughly €33.75 per share. In the last 3 months, they made an even bigger sale worth €269k. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 22Insider recently sold €269k worth of stockOn the 17th of September, Ferruccio Rossi sold around 8k shares on-market at roughly €34.34 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
Reported Earnings • Sep 15Second quarter 2021 earnings released: EPS €0.38 (vs €0.13 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €183.7m (up 66% from 2Q 2020). Net income: €13.0m (up 181% from 2Q 2020). Profit margin: 7.1% (up from 4.2% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.55, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 24x in the Leisure industry in Europe.
Recent Insider Transactions • Aug 18Insider recently sold €161k worth of stockOn the 12th of August, Ferruccio Rossi sold around 6k shares on-market at roughly €26.80 per share. In the last 3 months, they made an even bigger sale worth €254k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 14Insider recently sold €123k worth of stockOn the 8th of July, Ferruccio Rossi sold around 5k shares on-market at roughly €23.88 per share. In the last 3 months, they made an even bigger sale worth €254k. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 22Insider recently sold €136k worth of stockOn the 15th of June, Ferruccio Rossi sold around 6k shares on-market at roughly €24.64 per share. In the last 3 months, they made an even bigger sale worth €254k. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.
お知らせ • Jun 12Sanlorenzo S.p.A. has completed a Follow-on Equity Offering in the amount of €24 million.Sanlorenzo S.p.A. has completed a Follow-on Equity Offering in the amount of €24 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,000,000 Price\Range: €24 Transaction Features: Subsequent Direct Listing
Reported Earnings • May 09First quarter 2021 earnings released: EPS €0.24 (vs €0.17 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: €141.5m (up 42% from 1Q 2020). Net income: €8.26m (up 39% from 1Q 2020). Profit margin: 5.8% (down from 6.0% in 1Q 2020). The decrease in margin was driven by higher expenses.