View ValuationAmRest Holdings 将来の成長Future 基準チェック /36AmRest Holdingsは、39.6%と2.3%でそれぞれ年率39.6%で利益と収益が成長すると予測される一方、EPSはgrowで63.7%年率。主要情報39.6%収益成長率63.70%EPS成長率Hospitality 収益成長71.9%収益成長率2.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日08 May 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 updatesお知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spainお知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Jan 13AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Feb 26+ 2 more updatesAmRest Holdings SE to Report Q1, 2025 Results on May 08, 2025AmRest Holdings SE announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Jan 07AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025お知らせ • Sep 10AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024Reported Earnings • May 10First quarter 2024 earnings released: €0.01 loss per share (vs €0.008 profit in 1Q 2023)First quarter 2024 results: €0.01 loss per share (down from €0.008 profit in 1Q 2023). Revenue: €592.6m (down 4.6% from 1Q 2023). Net loss: €2.80m (down 265% from profit in 1Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.02, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 22x in the Hospitality industry in Germany. Total loss to shareholders of 9.3% over the past three years.お知らせ • Apr 07AmRest Holdings SE, Annual General Meeting, May 09, 2024AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters.お知らせ • Apr 03+ 1 more updateAmRest Holdings SE to Report First Half, 2024 Results on Sep 05, 2024AmRest Holdings SE announced that they will report first half, 2024 results on Sep 05, 2024お知らせ • Jan 19AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).お知らせ • Nov 04AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023お知らせ • Aug 03AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023お知らせ • May 17Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023.Reported Earnings • May 14First quarter 2023 earnings released: EPS: €0.01 (vs €0 in 1Q 2022)First quarter 2023 results: EPS: €0.01 (up from €0 in 1Q 2022). Revenue: €621.2m (up 23% from 1Q 2022). Net income: €1.70m (up €1.60m from 1Q 2022). Profit margin: 0.3% (up from 0% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 05AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023Reported Earnings • Mar 06Full year 2022 earnings released: EPS: €0.01 (vs €0.15 in FY 2021)Full year 2022 results: EPS: €0.01 (down from €0.15 in FY 2021). Revenue: €2.42b (up 26% from FY 2021). Net income: €1.38m (down 96% from FY 2021). Profit margin: 0.1% (down from 1.7% in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Buying Opportunity • Feb 22Now 22% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be €5.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.お知らせ • Jan 24AmRest Holdings SE to Report Fiscal Year 2022 Results on Feb 28, 2023AmRest Holdings SE announced that they will report fiscal year 2022 results on Feb 28, 2023Buying Opportunity • Jan 07Now 29% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be €5.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.お知らせ • Dec 08Almira, Ooo entered into a share purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Almira, Ooo entered into a share purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on December 6, 2022. Completion of the transaction is subject to the approval by competition authority in Russia and to other regulatory authorisations that may be applicable in Russia.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €658.2m (up 23% from 3Q 2021). Net income: €34.2m (up 29% from 3Q 2021). Profit margin: 5.2% (up from 5.0% in 3Q 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany.お知らせ • Oct 08AmRest Holdings SE to Report Q3, 2022 Results on Nov 09, 2022AmRest Holdings SE announced that they will report Q3, 2022 results on Nov 09, 2022Reported Earnings • Sep 04Second quarter 2022 earnings released: €0.16 loss per share (vs €0.099 profit in 2Q 2021)Second quarter 2022 results: €0.16 loss per share (down from €0.099 profit in 2Q 2021). Revenue: €605.7m (up 31% from 2Q 2021). Net loss: €35.6m (down 263% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 1.7% compared to a 687% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 14AmRest Holdings SE to Report First Half, 2022 Results on Sep 01, 2022AmRest Holdings SE announced that they will report first half, 2022 results on Sep 01, 2022Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to €4.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Hospitality industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.83 per share.Reported Earnings • May 14First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Apr 21AmRest Holdings SE to Report Q1, 2022 Results on May 12, 2022AmRest Holdings SE announced that they will report Q1, 2022 results on May 12, 2022お知らせ • Apr 12AmRest Holdings SE, Annual General Meeting, May 12, 2022AmRest Holdings SE, Annual General Meeting, May 12, 2022, at 10:00 Central European Standard Time.Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €5.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company has become profitable over the last year.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.27, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.45 per share.Buying Opportunity • Mar 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €5.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company has become profitable over the last year.Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.15 (up from €0.83 loss in FY 2020). Revenue: €1.92b (up 26% from FY 2020). Net income: €32.9m (up €214.9m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 105% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Feb 09AmRest Holdings SE to Report Fiscal Year 2021 Results on Feb 28, 2022AmRest Holdings SE announced that they will report fiscal year 2021 results on Feb 28, 2022Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS €0.12 (vs €0.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €533.7m (up 21% from 3Q 2020). Net income: €26.6m (up €24.5m from 3Q 2020). Profit margin: 5.0% (up from 0.5% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS €0.14 (vs €0.54 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €464.3m (up 71% from 2Q 2020). Net income: €21.8m (up €140.9m from 2Q 2020). Profit margin: 4.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Executive Departure • Jul 01CEO & Member of Management Board Mark Chandler has left the companyOn the 30th of June, Mark Chandler's tenure as CEO & Member of Management Board of the company ended after 2.2 years in the role. We don't have any record of a personal shareholding under Mark's name. Mark is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years. Under Mark's leadership, the company delivered a total shareholder return of -33%.Reported Earnings • May 14First quarter 2021 earnings released: €0.09 loss per share (vs €0.19 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: €380.0m (down 7.7% from 1Q 2020). Net loss: €19.9m (loss narrowed 52% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 28Full year 2020 earnings released: €0.83 loss per share (vs €0.29 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €1.52b (down 22% from FY 2019). Net loss: €182.0m (down 380% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 25%, compared to a 28% growth forecast for the Hospitality industry in Germany.お知らせ • Feb 19LogiNext, Partners with AmRest Holdings SELogiNext, announced a partnership with AmRest Holdings, the leading European multi-brand franchise restaurant operator headquartered in Spain. This partnership involved rolling out the technology to hundreds of restaurants where AmRest has reported considerable efficiency gains in terms of digitizing delivery operations and meeting customer promise of fast delivery. Through this partnership, AmRest gets access to LogiNext's Mile platform which has automated order capturing, scheduling, driver assignment and the end to end customer experience for AmRest's 2000+ quick service and casual dining restaurants including brands like KFC, Pizza Hut, Burger King and Starbucks. For LogiNext, AmRest's massive presence in Europe will help thrust the region to No.2 in terms of revenues for LogiNext. Together, the partnership has positioned AmRest head on against the food-tech giants like Uber Eats, Meituan, Grubhub and Deliveroo with Amrest's speedy and unique delivery experience.お知らせ • Feb 17AmRest Holdings SE to Report Fiscal Year 2020 Results on Feb 25, 2021AmRest Holdings SE announced that they will report fiscal year 2020 results on Feb 25, 2021Is New 90 Day High Low • Feb 10New 90-day high: €7.12The company is up 48% from its price of €4.83 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.59 per share.Is New 90 Day High Low • Jan 06New 90-day high: €6.70The company is up 50% from its price of €4.46 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €6.18 per share.Is New 90 Day High Low • Dec 05New 90-day high: €5.96The company is up 29% from its price of €4.61 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 Hospitality industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.16 per share.お知らせ • Dec 02AmRest Holdings SE Announces Appointment of José Parés Gutiérrez as Executive ChairmanThe board of directors of AmRest has resolved to appointment of Mr. José Parés Gutiérrez, current Chairman of the board of directors and of its executive committee, as new executive chairman of the AmRest Group. The executive chairman will be delegated all of the powers that correspond to the board of directors except those that are non-delegable by virtue of the current legislation, the bylaws and the regulations of the board of directors of company.Is New 90 Day High Low • Nov 16New 90-day high: €5.25The company is up 3.0% from its price of €5.09 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.86 per share.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.009The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €441.4m (down 13% from 3Q 2019). Net income: €2.10m (down 88% from 3Q 2019). Profit margin: 0.5% (down from 3.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 74% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 21% compared to a 3.2% decline forecast for the Hospitality industry in Germany.お知らせ • Nov 03AmRest Holdings SE to Report Q3, 2020 Results on Nov 10, 2020AmRest Holdings SE announced that they will report Q3, 2020 results on Nov 10, 2020Is New 90 Day High Low • Oct 16New 90-day low: €3.62The company is down 26% from its price of €4.90 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.19 per share.Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of €106.0m, with earnings decreasing by €145.1m from the prior year. Total revenue was €1.72b over the last 12 months, down 2.6% from the prior year.お知らせ • Sep 25AmRest Holdings SE to Report First Half, 2020 Results on Sep 24, 2020AmRest Holdings SE announced that they will report first half, 2020 results on Sep 24, 2020Is New 90 Day High Low • Sep 25New 90-day low: €3.88The company is down 27% from its price of €5.30 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.32 per share.業績と収益の成長予測DB:1QT - 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12/31/20282,85038N/AN/A212/31/20272,81342226401312/31/20262,7454418744913/31/20262,5279233387N/A12/31/20252,55816214377N/A9/30/20252,58823216396N/A6/30/20252,58734214409N/A3/31/20252,5842191392N/A12/31/20242,5569193409N/A9/30/20242,520-7156389N/A6/30/20242,493-6136360N/A3/31/20242,46136144358N/A12/31/20232,43238173371N/A9/30/20232,37845204375N/A6/30/20232,31345212377N/A3/31/20232,18336238391N/A12/31/20222,12736225363N/A9/30/20222,09040236358N/A6/30/20222,05639269380N/A3/31/20222,04453275384N/A12/31/20211,91733259357N/A9/30/20211,7765189273N/A6/30/20211,683-28133209N/A3/31/20211,491-16097168N/A12/31/20201,523-18287179N/A9/30/20201,654-121120249N/A6/30/20201,718-98121279N/A3/31/20201,92920121306N/A12/31/20191,96265N/A326N/A9/30/20191,87538N/A278N/A6/30/20191,76339N/A257N/A3/31/20191,64442N/A197N/A12/31/20181,54743N/A164N/A9/30/20181,46343N/A176N/A6/30/20181,38945N/A162N/A3/31/20181,32043N/A160N/A12/31/20171,23843N/A150N/A9/30/20171,16145N/A134N/A6/30/20171,12140N/A119N/A3/31/20171,05640N/A115N/A12/31/201695543N/A111N/A9/30/201691042N/A115N/A6/30/201682242N/A99N/A3/31/201681241N/A104N/A12/31/201577937N/A103N/A9/30/201575829N/A87N/A6/30/201574622N/A94N/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: 1QTの予測収益成長率 (年間39.6% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 1QTの収益 ( 39.6% ) はGerman市場 ( 17.2% ) 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: 1QT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: 1QTの収益 ( 2.3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 1QTの収益 ( 2.3% ) 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: 1QTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-services 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2026/05/26 09:18終値2026/05/26 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AmRest Holdings SE 3 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。18 アナリスト機関Batuhan KarabekirBerenbergLukasz WachelkoDeutsche BankKamil StolarskiErste Bank Polska S.A.15 その他のアナリストを表示
お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026
お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spain
お知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Jan 13AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Feb 26+ 2 more updatesAmRest Holdings SE to Report Q1, 2025 Results on May 08, 2025AmRest Holdings SE announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Jan 07AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025
お知らせ • Sep 10AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024
Reported Earnings • May 10First quarter 2024 earnings released: €0.01 loss per share (vs €0.008 profit in 1Q 2023)First quarter 2024 results: €0.01 loss per share (down from €0.008 profit in 1Q 2023). Revenue: €592.6m (down 4.6% from 1Q 2023). Net loss: €2.80m (down 265% from profit in 1Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.02, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 22x in the Hospitality industry in Germany. Total loss to shareholders of 9.3% over the past three years.
お知らせ • Apr 07AmRest Holdings SE, Annual General Meeting, May 09, 2024AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters.
お知らせ • Apr 03+ 1 more updateAmRest Holdings SE to Report First Half, 2024 Results on Sep 05, 2024AmRest Holdings SE announced that they will report first half, 2024 results on Sep 05, 2024
お知らせ • Jan 19AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024
New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
お知らせ • Nov 04AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023
お知らせ • Aug 03AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023
お知らせ • May 17Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023.
Reported Earnings • May 14First quarter 2023 earnings released: EPS: €0.01 (vs €0 in 1Q 2022)First quarter 2023 results: EPS: €0.01 (up from €0 in 1Q 2022). Revenue: €621.2m (up 23% from 1Q 2022). Net income: €1.70m (up €1.60m from 1Q 2022). Profit margin: 0.3% (up from 0% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 05AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: €0.01 (vs €0.15 in FY 2021)Full year 2022 results: EPS: €0.01 (down from €0.15 in FY 2021). Revenue: €2.42b (up 26% from FY 2021). Net income: €1.38m (down 96% from FY 2021). Profit margin: 0.1% (down from 1.7% in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Buying Opportunity • Feb 22Now 22% undervaluedOver the last 90 days, the stock is up 4.7%. The fair value is estimated to be €5.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
お知らせ • Jan 24AmRest Holdings SE to Report Fiscal Year 2022 Results on Feb 28, 2023AmRest Holdings SE announced that they will report fiscal year 2022 results on Feb 28, 2023
Buying Opportunity • Jan 07Now 29% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be €5.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
お知らせ • Dec 08Almira, Ooo entered into a share purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Almira, Ooo entered into a share purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on December 6, 2022. Completion of the transaction is subject to the approval by competition authority in Russia and to other regulatory authorisations that may be applicable in Russia.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €658.2m (up 23% from 3Q 2021). Net income: €34.2m (up 29% from 3Q 2021). Profit margin: 5.2% (up from 5.0% in 3Q 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany.
お知らせ • Oct 08AmRest Holdings SE to Report Q3, 2022 Results on Nov 09, 2022AmRest Holdings SE announced that they will report Q3, 2022 results on Nov 09, 2022
Reported Earnings • Sep 04Second quarter 2022 earnings released: €0.16 loss per share (vs €0.099 profit in 2Q 2021)Second quarter 2022 results: €0.16 loss per share (down from €0.099 profit in 2Q 2021). Revenue: €605.7m (up 31% from 2Q 2021). Net loss: €35.6m (down 263% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 1.7% compared to a 687% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 14AmRest Holdings SE to Report First Half, 2022 Results on Sep 01, 2022AmRest Holdings SE announced that they will report first half, 2022 results on Sep 01, 2022
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to €4.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Hospitality industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.83 per share.
Reported Earnings • May 14First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 21AmRest Holdings SE to Report Q1, 2022 Results on May 12, 2022AmRest Holdings SE announced that they will report Q1, 2022 results on May 12, 2022
お知らせ • Apr 12AmRest Holdings SE, Annual General Meeting, May 12, 2022AmRest Holdings SE, Annual General Meeting, May 12, 2022, at 10:00 Central European Standard Time.
Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 32%. The fair value is estimated to be €5.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company has become profitable over the last year.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.27, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.45 per share.
Buying Opportunity • Mar 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €5.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.15 (up from €0.83 loss in FY 2020). Revenue: €1.92b (up 26% from FY 2020). Net income: €32.9m (up €214.9m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 105% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 09AmRest Holdings SE to Report Fiscal Year 2021 Results on Feb 28, 2022AmRest Holdings SE announced that they will report fiscal year 2021 results on Feb 28, 2022
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS €0.12 (vs €0.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €533.7m (up 21% from 3Q 2020). Net income: €26.6m (up €24.5m from 3Q 2020). Profit margin: 5.0% (up from 0.5% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS €0.14 (vs €0.54 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €464.3m (up 71% from 2Q 2020). Net income: €21.8m (up €140.9m from 2Q 2020). Profit margin: 4.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Executive Departure • Jul 01CEO & Member of Management Board Mark Chandler has left the companyOn the 30th of June, Mark Chandler's tenure as CEO & Member of Management Board of the company ended after 2.2 years in the role. We don't have any record of a personal shareholding under Mark's name. Mark is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years. Under Mark's leadership, the company delivered a total shareholder return of -33%.
Reported Earnings • May 14First quarter 2021 earnings released: €0.09 loss per share (vs €0.19 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: €380.0m (down 7.7% from 1Q 2020). Net loss: €19.9m (loss narrowed 52% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 28Full year 2020 earnings released: €0.83 loss per share (vs €0.29 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €1.52b (down 22% from FY 2019). Net loss: €182.0m (down 380% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 25%, compared to a 28% growth forecast for the Hospitality industry in Germany.
お知らせ • Feb 19LogiNext, Partners with AmRest Holdings SELogiNext, announced a partnership with AmRest Holdings, the leading European multi-brand franchise restaurant operator headquartered in Spain. This partnership involved rolling out the technology to hundreds of restaurants where AmRest has reported considerable efficiency gains in terms of digitizing delivery operations and meeting customer promise of fast delivery. Through this partnership, AmRest gets access to LogiNext's Mile platform which has automated order capturing, scheduling, driver assignment and the end to end customer experience for AmRest's 2000+ quick service and casual dining restaurants including brands like KFC, Pizza Hut, Burger King and Starbucks. For LogiNext, AmRest's massive presence in Europe will help thrust the region to No.2 in terms of revenues for LogiNext. Together, the partnership has positioned AmRest head on against the food-tech giants like Uber Eats, Meituan, Grubhub and Deliveroo with Amrest's speedy and unique delivery experience.
お知らせ • Feb 17AmRest Holdings SE to Report Fiscal Year 2020 Results on Feb 25, 2021AmRest Holdings SE announced that they will report fiscal year 2020 results on Feb 25, 2021
Is New 90 Day High Low • Feb 10New 90-day high: €7.12The company is up 48% from its price of €4.83 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.59 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €6.70The company is up 50% from its price of €4.46 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €6.18 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €5.96The company is up 29% from its price of €4.61 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 Hospitality industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.16 per share.
お知らせ • Dec 02AmRest Holdings SE Announces Appointment of José Parés Gutiérrez as Executive ChairmanThe board of directors of AmRest has resolved to appointment of Mr. José Parés Gutiérrez, current Chairman of the board of directors and of its executive committee, as new executive chairman of the AmRest Group. The executive chairman will be delegated all of the powers that correspond to the board of directors except those that are non-delegable by virtue of the current legislation, the bylaws and the regulations of the board of directors of company.
Is New 90 Day High Low • Nov 16New 90-day high: €5.25The company is up 3.0% from its price of €5.09 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.86 per share.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.009The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €441.4m (down 13% from 3Q 2019). Net income: €2.10m (down 88% from 3Q 2019). Profit margin: 0.5% (down from 3.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 74% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 21% compared to a 3.2% decline forecast for the Hospitality industry in Germany.
お知らせ • Nov 03AmRest Holdings SE to Report Q3, 2020 Results on Nov 10, 2020AmRest Holdings SE announced that they will report Q3, 2020 results on Nov 10, 2020
Is New 90 Day High Low • Oct 16New 90-day low: €3.62The company is down 26% from its price of €4.90 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.19 per share.
Reported Earnings • Sep 27First half earnings releasedOver the last 12 months the company has reported total losses of €106.0m, with earnings decreasing by €145.1m from the prior year. Total revenue was €1.72b over the last 12 months, down 2.6% from the prior year.
お知らせ • Sep 25AmRest Holdings SE to Report First Half, 2020 Results on Sep 24, 2020AmRest Holdings SE announced that they will report first half, 2020 results on Sep 24, 2020
Is New 90 Day High Low • Sep 25New 90-day low: €3.88The company is down 27% from its price of €5.30 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.32 per share.