tonies 将来の成長
Future 基準チェック /46
tonies利益と収益がそれぞれ年間47.2%と17.8%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16% 46.6%なると予測されています。
主要情報
47.2%
収益成長率
46.62%
EPS成長率
| Leisure 収益成長 | 15.2% |
| 収益成長率 | 17.8% |
| 将来の株主資本利益率 | 16.03% |
| アナリストカバレッジ | Low |
| 最終更新日 | 15 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • May 12
TNIE: 2026 Revenue Guidance And Margin Assumptions Will Support Stronger Forward Outlook
Analysts are maintaining their €14.00 price target for tonies, citing only small adjustments to key model inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News tonies issued earnings guidance for FY 2026, indicating an expectation for Group revenue growth of more than 20% in constant currency to more than €760 million (company guidance).ナラティブの更新 • Apr 28
TNIE: Higher 2026 Outlook And Margin Assumptions Will Support Stronger Forward Outlook
Analysts have raised the price target for tonies to €14.0 from the previous €13.0, reflecting revised assumptions around revenue growth, profit margins and an updated future P/E framework. What's in the News tonies issued earnings guidance for FY 2026, indicating expected Group revenue of more than €760 million in constant currency, with revenue growth of more than 20% (company guidance).分析記事 • Apr 22
We Think tonies' (FRA:TNIE) Healthy Earnings Might Be Conservative
The market seemed underwhelmed by last week's earnings announcement from tonies SE ( FRA:TNIE ) despite the healthy...
ナラティブの更新 • Apr 13
TNIE: Global Content Partnerships And Investor Day Will Support Future Double Digit Expansion
Analysts are keeping their price target for tonies steady at €14.00, reflecting only marginal tweaks to discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News tonies plans an Analyst and Investor Day, giving the market a structured opportunity to receive an update on the business and its plans.ナラティブの更新 • Mar 30
TNIE: Global Content Partnerships Will Drive Future Double Digit Revenue Expansion
Analysts have nudged their price target for tonies up slightly from about €13.83 to €14.00, citing updated assumptions around revenue growth, discount rate, profit margin and future P/E that keep the overall valuation view largely intact. What's in the News tonies plans an Analyst and Investor Day event, giving the market a closer look at the business, its priorities, and the updated assumptions that underpin current valuation views (Key Developments).
ナラティブの更新 • Mar 16
TNIE: Licensing Rollout And Index Inclusion Will Support Stronger Future Prospects
Analysts have adjusted their price target on tonies from €13.20 to €14.50. This reflects updated assumptions around higher revenue growth expectations, a slightly improved profit margin profile, and a lower future P/E multiple in their models.ナラティブの更新 • Mar 02
TNIE: Index Inclusion And Content Partnerships Will Support A Stronger Forward Outlook
Analysts now set their tonies price target at €13.00, up from €10.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, which they view as better aligned with the company’s current outlook. What's in the News tonies announced a partnership with The Pokemon Company International, aiming to bring new Pokemon themed audio book content to the Toniebox starting in summer 2026, including four exclusive, collectible Pokemon Tonies featuring Pikachu, Bulbasaur, Charmander and Squirtle (Key Developments).ナラティブの更新 • Feb 16
TNIE: Global Content Partnerships Will Support Future Double Digit Revenue Gains
Analysts have raised their price target on tonies from €11.37 to €13.83, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that they consider more accurately reflect the company’s current risk and return profile. What's in the News Partnership with The Pokemon Company International includes a lightning yellow special edition Toniebox 2 inspired by Pikachu, planned for a global launch, including the US, in summer 2026 (Key Developments).ナラティブの更新 • Feb 01
TNIE: Licensing Expansion And Index Inclusion Will Support Stronger Future Prospects
Analysts have nudged their price target for tonies slightly higher to €13.20, reflecting small adjustments to assumptions on discount rate, revenue, profit margin and future P/E that keep their fair value view effectively unchanged. What's in the News tonies confirmed earnings guidance for the 2025 financial year, expecting group revenue of more than €600 million in constant currency (corporate guidance).ナラティブの更新 • Jan 18
TNIE: Fair Outlook Balances Index Inclusion With Evolving Profitability Assumptions
Analysts have lifted their fair value estimate for tonies from €9.00 to €10.50, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News tonies SE confirmed earnings guidance for the 2025 financial year, with management expecting group revenue of above €600 million in constant currency, based on forecast growth of more than 25% for the year (Corporate guidance) The company announced a partnership to bring new Pokémon audio book content to the Toniebox, starting in summer 2026 with four exclusive collectible Pokémon Tonies featuring Pikachu, Bulbasaur, Charmander, and Squirtle, with further products planned with Pikachu Press (Client announcement) tonies SE was added to the Germany SDAX (Total Return) Index, which may influence how index-tracking funds and some institutional investors view the stock (Index constituent change) Valuation Changes The fair value estimate has been revised from €9.00 to €10.50 per share, reflecting a higher central value in the model.ナラティブの更新 • Jan 04
TNIE: Expanded Licensing Partnerships Will Drive Higher Future Profitability
Analysts have modestly adjusted their price target on tonies to reflect a stable fair value of €13.20, as slightly lower expected revenue growth is balanced by an improved profit margin outlook and a marginally reduced discount rate. What's in the News tonies SE confirmed guidance for 2025, targeting group revenue growth of more than 25 percent in constant currency and pushing annual sales above EUR 600 million (corporate guidance) tonies SE was added to the Germany SDAX Total Return Index, increasing its visibility among institutional and index-tracking investors (index update) tonies announced a partnership with Pokemon to launch exclusive audio first content for the Toniebox from summer 2026, starting with four collectible Pokemon figures and further products planned with Pikachu Press (client announcement) tonies expanded its long term licensing agreement with Hasbro to adapt classic board games, including Monopoly, into new interactive, screen free Tonieplay formats for launch in 2026 across its core markets (client announcement) Valuation Changes Fair Value: unchanged at €13.20 per share, indicating a stable overall valuation.ナラティブの更新 • Dec 17
TNIE: Expanded Licensing Partnerships Will Drive Stronger Profitability Ahead
Analysts have raised their price target on tonies by approximately 10 percent to €13.20, citing slightly lower perceived risk, stronger expected revenue growth and improved profit margins, despite a modestly lower future P/E assumption. What's in the News Confirmed 2025 guidance, expecting group revenue to grow by more than 25 percent in constant currency and taking sales above EUR 600 million (company guidance) Announced a landmark partnership with Pokémon to launch audio first storytelling Tonies featuring Pikachu, Bulbasaur, Charmander and Squirtle from summer 2026, with further products planned with Pikachu Press (company announcement) Expanded long term licensing agreement with Hasbro to adapt classic board games, including Monopoly, into interactive, screen free Tonieplay formats for Toniebox 2, rolling out from 2026 across core markets in North America, DACH, UK, France and Australia or New Zealand (company announcement) Valuation Changes Fair Value: raised moderately from €12.00 to €13.20, reflecting a roughly 10 percent upward revision.ナラティブの更新 • Dec 03
TNIE: Screen-Free Gaming Expansion Will Drive Future Double-Digit Revenue Gains
Narrative Update Analysts have maintained their price target for tonies at €11.37, as modest tweaks to the discount rate and forward valuation assumptions were not significant enough to justify a change in the overall valuation framework. What's in the News Confirmed 2025 guidance with group revenue expected to grow by more than 25% in constant currency, taking revenue above EUR 600 million (Company guidance) Expanded long term licensing agreement with Hasbro to bring select Hasbro Games titles, including Monopoly, to the Toniebox 2 in new interactive Tonieplay formats starting in 2026 (Company announcement) Planned Tonieplay game launches to roll out across core markets, including North America, DACH, the UK, France, and Australia/New Zealand, with further titles and details to be announced closer to launch (Company announcement) Valuation Changes Fair Value: unchanged at approximately €11.37 per share, reflecting a stable central valuation view.ナラティブの更新 • Nov 19
TNIE: Expansion Into Screen-Free Gaming Will Drive Long-Term Revenue Momentum
Analysts have raised their price target for tonies from EUR 11.03 to EUR 11.37. They cite continued company performance and an improved profit margin outlook following recent results.分析記事 • Sep 25
Here's Why tonies (FRA:TNIE) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 01
Market Participants Recognise tonies SE's (FRA:TNIE) Revenues Pushing Shares 25% Higher
tonies SE ( FRA:TNIE ) shareholders have had their patience rewarded with a 25% share price jump in the last month...分析記事 • Aug 26
tonies' (FRA:TNIE) Solid Earnings Are Supported By Other Strong Factors
tonies SE ( FRA:TNIE ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...分析記事 • May 14
tonies SE's (FRA:TNIE) 26% Jump Shows Its Popularity With Investors
tonies SE ( FRA:TNIE ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last month...新しいナラティブ • May 07
Expanding North America And International Markets Will Fuel Future Success
Expansion into North America and internationally has greatly boosted revenue, showcasing strong market fit and profitability.分析記事 • Apr 15
Is tonies (FRA:TNIE) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 18
Does tonies (FRA:TNIE) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 04
Revenues Tell The Story For tonies SE (FRA:TNIE) As Its Stock Soars 33%
The tonies SE ( FRA:TNIE ) share price has done very well over the last month, posting an excellent gain of 33...分析記事 • May 21
tonies (FRA:TNIE) Has Debt But No Earnings; Should You Worry?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Apr 12
With tonies SE (FRA:TNIE) It Looks Like You'll Get What You Pay For
When close to half the companies in the Leisure industry in Germany have price-to-sales ratios (or "P/S") below 0.9x...分析記事 • Apr 15
tonies SE's (FRA:TNIE) Intrinsic Value Is Potentially 29% Above Its Share Price
Key Insights The projected fair value for tonies is €7.04 based on 2 Stage Free Cash Flow to Equity Current share price...業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,086 | 85 | 79 | 104 | 4 |
| 12/31/2027 | 937 | 63 | 56 | 77 | 5 |
| 12/31/2026 | 779 | 41 | 45 | 61 | 5 |
| 12/31/2025 | 630 | 13 | -13 | 6 | N/A |
| 9/30/2025 | 570 | 20 | 9 | 27 | N/A |
| 6/30/2025 | 510 | 28 | 31 | 49 | N/A |
| 3/31/2025 | 495 | 20 | 31 | 48 | N/A |
| 12/31/2024 | 481 | 13 | 31 | 47 | N/A |
| 9/30/2024 | 438 | -8 | 16 | 32 | N/A |
| 6/30/2024 | 395 | -29 | 2 | 16 | N/A |
| 3/31/2024 | 378 | -21 | -1 | 12 | N/A |
| 12/31/2023 | 361 | -12 | -5 | 8 | N/A |
| 9/30/2023 | 324 | -20 | -39 | -26 | N/A |
| 6/30/2023 | 287 | -29 | -73 | -61 | N/A |
| 3/31/2023 | 273 | -30 | -80 | -68 | N/A |
| 12/31/2022 | 258 | -32 | -88 | -74 | N/A |
| 9/30/2022 | 234 | -129 | -79 | -67 | N/A |
| 6/30/2022 | 211 | -226 | -71 | -60 | N/A |
| 3/31/2022 | 199 | -233 | -53 | -43 | N/A |
| 12/31/2021 | 188 | -241 | -35 | -26 | N/A |
| 12/31/2020 | 135 | -16 | -4 | 4 | N/A |
| 12/31/2019 | 103 | -6 | 0 | 2 | N/A |
| 12/31/2018 | 61 | 2 | N/A | -5 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: TNIEの予測収益成長率 (年間47.2% ) は 貯蓄率 ( 1.9% ) を上回っています。
収益対市場: TNIEの収益 ( 47.2% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。
高成長収益: TNIEの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: TNIEの収益 ( 17.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。
高い収益成長: TNIEの収益 ( 17.8% ) 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: TNIE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 ( 16 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 08:45 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
tonies SE 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。9
| アナリスト | 機関 |
|---|---|
| Gerhard Orgonas | Berenberg |
| Christoph Blieffert | BNP Paribas |
| Hans Salis | Hauck Aufhäuser Investment Banking |