View ValuationBetsson 将来の成長Future 基準チェック /16Betsson利益と収益がそれぞれ年間6.5%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.7% 6.5%なると予測されています。主要情報6.5%収益成長率6.51%EPS成長率Hospitality 収益成長69.2%収益成長率5.2%将来の株主資本利益率15.69%アナリストカバレッジLow最終更新日20 Jul 2026今後の成長に関する最新情報お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).すべての更新を表示Recent updatesReported Earnings • Jul 19Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: €310.2m (up 2.1% from 2Q 2025). Net income: €29.1m (down 41% from 2Q 2025). Profit margin: 9.4% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany.Declared Dividend • May 21Dividend of €0.33 announcedShareholders will receive a dividend of €0.33. Ex-date: 10th November 2026 Payment date: 18th November 2026 Dividend yield will be 8.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.1% over the next 3 years. However, it would need to fall by 35% to increase the payout ratio to a potentially unsustainable range.Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 09Betsson AB (Publ) Approves Distribution, Payable on 19 May 2026 and 18 November 2026, RespectivelyBetsson AB (publ) at its Annual General Meeting held on 7 May 2026, approved to distribute EUR 0.66 per share, to be paid on two separate occasions of EUR 0.33 each. The record dates are 11 May 2026 and 11 November 2026. Payments are expected to be made, through Euroclear Sweden AB, on 19 May 2026 and 18 November 2026, respectively.お知らせ • Feb 06Betsson AB (publ) Proposes Ordinary Dividend for 2025The Board of Directors of Betsson AB (publ) proposed an ordinary dividend of EUR 0.66 (0.657) per share for 2025.お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).お知らせ • Nov 03Betsson AB (publ) (OM:BETS B) announces an Equity Buyback.Betsson AB (OM:BETS B) commences share repurchases on October 27, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 8, 2025. As per the mandate, the company is authorized to repurchase its series B shares, such that the company’s holding of own shares shall not at any given time exceed 10% of the total number of outstanding shares. The authorization is valid until the closing of the next Annual General Meeting. On October 24, 2025, the company announces a repurchases program. Under the program, the company will repurchases up to €40 million. The payment for shares will be made in cash. The program will commence from October 24, 2025 and valid no later than April 30, 2026.お知らせ • Oct 24+ 4 more updatesBetsson AB (publ), Annual General Meeting, May 07, 2026Betsson AB (publ), Annual General Meeting, May 07, 2026. Location: stockholm Swedenお知らせ • May 08Betsson AB (Publ) Approves Distribution, Payable on May 12, 2025 and November 12, 2025Betsson AB (publ) resolved to approve the Board of Directors' proposal to distribute EUR 0.66 per share plus an additional EUR 0.10 to be paid at two separate occasions, each EUR 0.33, whereof the additional distribution of EUR 0.10 will be paid out in conjunction with the first payout occasion. The record day for the first pay out shall be 12 May 2025 and the record day for the second pay out occasion shall be Wednesday 12 November 2025.お知らせ • Feb 07+ 1 more updateBetsson AB (publ) Proposes Special DividendThe Board of Directors of Betsson AB (publ) proposed a special dividend of EUR 0.10 per share.お知らせ • Feb 06Betsson AB (publ) to Report Fiscal Year 2024 Results on Apr 04, 2025Betsson AB (publ) announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 04, 2025お知らせ • Jan 13Betsson AB (Publ) Announces Changes in ManagementBetsson AB (publ) announced two new roles, Operational CEO and Operational CFO, will form part of the Company's management. Jesper Svensson, Chief Executive Officer of Operations (Operational CEO) and Kristian Saliba, Chief Financial Officer of Operations (Operational CFO). Jesper Svensson and Kristian Saliba both have a long background in the Group in these roles.お知らせ • Oct 25Betsson AB (publ), Annual General Meeting, May 08, 2025Betsson AB (publ), Annual General Meeting, May 08, 2025. Location: stockholm. SwedenReported Earnings • Oct 24Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €280.1m (up 18% from 3Q 2023). Net income: €42.9m (down 10% from 3Q 2023). Profit margin: 15% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.お知らせ • Oct 24+ 3 more updatesBetsson AB (publ) to Report Q1, 2025 Results on Apr 29, 2025Betsson AB (publ) announced that they will report Q1, 2025 results on Apr 29, 2025New Risk • Oct 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 102% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (102% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (102% cash payout ratio).Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.33 (vs €0.37 in 2Q 2023)Second quarter 2024 results: EPS: €0.33 (down from €0.37 in 2Q 2023). Revenue: €271.5m (up 15% from 2Q 2023). Net income: €45.5m (down 9.4% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).Recent Insider Transactions • May 26Director recently bought €516k worth of stockOn the 22nd of May, Tristan Sjöberg bought around 50k shares on-market at roughly €10.32 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.お知らせ • May 18Betsson AB (publ) Approves DividendThe Annual General Meeting 2024 of Betsson AB (publ) decided on two separate redemption procedures, totaling EUR 0.645 per share, to take place during 2024. The first redemption procedure is taking place between 21 May and 12 June 2024. The redemption amount of EUR 0.3225 per share will be paid to shareholders in SEK. The FX rate for the first redemption procedure has been determined at EUR/SEK: 11.6815 and the payout amount per share is SEK 3.77.Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €10.58, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 22x in the Hospitality industry in Germany. Total returns to shareholders of 38% over the past three years.Reported Earnings • Apr 28First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €248.2m (up 12% from 1Q 2023). Net income: €41.3m (up 9.5% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Germany.Reported Earnings • Apr 08Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% 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 • Apr 06Betsson AB (publ) to Report Q4, 2024 Results on Feb 13, 2025Betsson AB (publ) announced that they will report Q4, 2024 results on Feb 13, 2025Recent Insider Transactions • Feb 22Director recently bought €506k worth of stockOn the 20th of February, Peter Hamberg bought around 53k shares on-market at roughly €9.53 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €853k more in shares than they have sold in the last 12 months.お知らせ • Feb 20Betsson AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Betsson AB (publ) announced that they will report Q3, 2024 results on Oct 24, 2024Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15Betsson AB (publ) Proposes DividendBetsson AB (publ) proposed to the Annual General Meeting that EUR 88.5 (59.7) million, corresponding to EUR 0.645 (0.436) per share, should be distributed to shareholders through an automatic redemption program. The Board proposes and the General Meeting decides on dividends in Euros whilst the distribution of dividends to shareholders is made in Swedish kronor (SEK). The record date for the distribution of dividends is also the date for setting the conversion rate from Euro to Swedish kronor. The Board has also submitted a proposal that the dividend will be paid in two equal parts, both through automatic redemption, with first payment in the second quarter and second payment in the fourth quarter of 2024.お知らせ • Dec 20Betsson AB (Publ) Announces Nomination CommitteeBetsson AB (publ) announced that the Nomination Committee of the following members: Jenny Rosberg, appointed by Hamberg Förvaltning AB, Ingela Kling, appointed by the Kling Family, and Mats Axell, appointed by Knutsson Holdings AB.お知らせ • Nov 28+ 1 more updateBetsson AB (publ) to Report Q2, 2024 Results on Jul 19, 2024Betsson AB (publ) announced that they will report Q2, 2024 results on Jul 19, 2024お知らせ • Oct 29Betsson AB (publ), Annual General Meeting, May 07, 2024Betsson AB (publ), Annual General Meeting, May 07, 2024.New Risk • Oct 29New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 101% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (101% increase in shares outstanding). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Oct 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €237.6m (up 19% from 3Q 2022). Net income: €47.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany.Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 16Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million.Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million on June 15, 2023. The total up-front consideration of the acquisition is €117 million on a cash and debt-free basis, payable in cash. Betsson may pay up to €3 million as earnout subject to certain conditions being met and subject to delivery on certain agreed financial targets. The initial consideration for the acquisition is equivalent to a multiple of 10.0x betFIRST’s estimated EBITDA for the financial year 2023. The consideration is all payable in cash. In the last financial year ending 31 December 2022, BetFIRST recorded net gaming revenue of €51.2 million and adjusted EBITDA of €10 million. Betsson to finance the acquisition with existing cash from its balance sheet and within existing credit facilitie. Completion of the acquisition of betFIRST is not conditional on regulatory approvals and is expected to occur on or around July 5, 2023. Lazard Ltd (NYSE:LAZ) acted as a financial advisor to Betsson AB. Gernandt & Danielsson Advokatbyrå KB, Van Bael & Bellis and Edson Legal acted as a legal advisor to Betsson AB.お知らせ • Oct 27+ 1 more updateBetsson AB to Report Q2, 2023 Results on Jul 20, 2023Betsson AB announced that they will report Q2, 2023 results on Jul 20, 2023Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: €0.21 (vs €0.24 in 2Q 2021)Second quarter 2022 results: EPS: €0.21 (down from €0.24 in 2Q 2021). Revenue: €186.3m (up 7.8% from 2Q 2021). Net income: €29.2m (down 14% from 2Q 2021). Profit margin: 16% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 728% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.Board Change • Jun 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 12Betsson AB Announces Management ChangesAt the Annual General Meeting of Betsson AB (publ) on 10 May 2022, Eva de Falck, Louise Nylén and Tristan Sjöberg were elected as new Board members.Reported Earnings • Apr 29First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €170.2m (up 9.4% from 1Q 2021). Net income: €21.2m (down 10% from 1Q 2021). Profit margin: 13% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 114% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 11Full year 2021 earnings released: EPS: kr7.90 (vs kr7.32 in FY 2020)Full year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 3.7%, compared to a 115% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% 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 • Apr 09Betsson AB Proposes DividendThe board of directors of Betsson AB proposed to the annual general meeting to be held on May 10, 2022, that SEK 539.0 million (SEK 502.9 million), corresponding to SEK 3.94 per share (SEK 3.68 per share) be transferred to the shareholders, and that the transfer should be made by means of an automatic redemption procedure.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 112% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 02Betsson AB to Report Fiscal Year 2021 Results on Apr 08, 2022Betsson AB announced that they will report fiscal year 2021 results on Apr 08, 2022Board Change • Nov 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Fredrik Carlsson is the most experienced director on the board, commencing their role in 2017. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 30Executive Director recently bought €115k worth of stockOn the 28th of October, Pontus Lindwall bought around 20k shares on-market at roughly €5.77 per share. In the last 3 months, they made an even bigger purchase worth €145k. Insiders have collectively bought €113k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Oct 30Executive Director recently bought €115k worth of stockOn the 28th of October, Pontus Lindwall bought around 20k shares on-market at roughly €5.77 per share. In the last 3 months, they made an even bigger purchase worth €145k. Insiders have collectively bought €113k more in shares than they have sold in the last 12 months.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS kr2.22 (vs kr2.22 in 3Q 2020)The company reported a solid third quarter result with improved revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: kr1.73b (up 3.4% from 3Q 2020). Net income: kr303.2m (flat on 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Executive Departure • Oct 01Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended after 4.1 years in the role. As of June 2021, Patrick still personally held 16.50k shares (€113k worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.58 years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €7.08, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Hospitality industry in Europe. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.23 per share.Recent Insider Transactions • Sep 29CEO & President recently sold €170k worth of stockOn the 23rd of September, Pontus Lindwall sold around 20k shares on-market at roughly €8.51 per share. This was the largest sale by an insider in the last 3 months. Pontus has been a seller over the last 12 months, reducing personal holdings by €25k.Executive Departure • Sep 24Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended. As of June 2021, Patrick still personally held 16.50k shares (€113k worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.17 years.Recent Insider Transactions • Aug 15CEO & President recently bought €145k worth of stockOn the 12th of August, Pontus Lindwall bought around 20k shares on-market at roughly €7.25 per share. This was the largest purchase by an insider in the last 3 months. This was Pontus' only on-market trade for the last 12 months.Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS kr2.54 (vs kr1.40 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.75b (up 14% from 2Q 2020). Net income: kr345.1m (up 80% from 2Q 2020). Profit margin: 20% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • May 01First quarter 2021 earnings released: EPS kr1.76 (vs kr1.68 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: kr1.59b (up 12% from 1Q 2020). Net income: kr242.2m (up 5.5% from 1Q 2020). Profit margin: 15% (down from 16% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 12Betsson Granted Online Sports Betting License in GermanyBetsson has applied for and received clearance from Darmstadt Regional Council to operate online sports betting throughout Germany. Besides the sports betting licenses which have now been granted, the New Interstate Treaty, which paves the way for the regulation and opening up of the market for online slots and poker in Germany, is scheduled to come into force on 1 July 2021. finally receive this license and are preparing to re-launch German Sportsbook shortly under the German regulation. Operating sports betting in Germany is part of strategy of strengthening position in existing markets by prioritising segments where Betsson has the best conditions to offer leading products.Is New 90 Day High Low • Feb 20New 90-day low: €6.60The company is down 2.0% from its price of €6.73 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €12.85 per share.Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr7.37 (vs kr5.69 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: kr6.39b (up 24% from FY 2019). Net income: kr1.01b (up 28% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 9.8%, compared to a 27% growth forecast for the Hospitality industry in Germany.Is New 90 Day High Low • Jan 05New 90-day high: €7.50The company is up 18% from its price of €6.36 on 07 October 2020. The German market is up 8.0% 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 €11.45 per share.Is New 90 Day High Low • Nov 27New 90-day high: €7.06The company is up 1.0% from its price of €6.96 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.71 per share.Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of kr928.9m, up 3.8% from the prior year. Total revenue was kr5.92b over the last 12 months, up 11% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 24Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at kr1.68b. Revenue is forecast to grow 12% over the next year, compared to a 4.4% decline forecast for the Hospitality industry in Germany.Is New 90 Day High Low • Sep 24New 90-day low: €5.95The company is down 2.0% from its price of €6.09 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.93 per share.お知らせ • Jul 31Betsson AB (OM:BETS B) completed the acquisition of B2C assets from Gaming Innovation Group Inc. (OB:GIG).Betsson AB (OM:BETS B) signed a share purchase agreement to acquire B2C assets from Gaming Innovation Group Inc. (OB:GIG) for €22.3 million on February 14, 2020. The deal value is payable in cash to be paid on the closing date. Betsson, through this agreement will become a long term partner of Gaming Innovation Group, generating revenues to Gaming Innovation Group's platform services. Betsson will also pay a prepaid platform fee of €8.7 million. Betsson commits to keep the brands operational on Gaming Innovation Group's platform for a minimum of 30 months. For the first 24 months, Betsson will pay a premium platform fee based on NGR generated. Based on the expected platform fees, the total value of the transaction is estimated at approximately €50 million. For the year ended December 31, 2019, the business reported total revenues of €77 million and EBIT of €7.6 million. Financing of the acquisition is done through Betsson’s revolving credit facility. The deal is subject to compulsory regulatory approvals from merger control and gaming authorities. The transaction was approved by antitrust regulators on April 8, 2020. Expected completion of the transaction is mid-April 2020. Gaming Innovation Group will use the proceeds to repay its 2017 - 2020 bond. Stella EOC acted as financial advisor to Gaming Innovation Group. Gernandt & Danielsson Advokatbyrå KB acted as legal advisor and PwC acted as financial advisor to Betsson AB in the transaction. Betsson AB (OM:BETS B) completed the acquisition of B2C assets from Gaming Innovation Group Inc. (OB:GIG) on April 16, 2020. The transaction will have positive earning accretive from the second quarter of 2020 onwards.お知らせ • Jul 30Betsson AB (OM:BETS B) acquired a 70% stake in Colbet.Betsson AB (OM:BETS B) acquired a 70% stake in Colbet in July, 2020. As part of the transaction, Betsson AB will migrate the Colbet business to its own technology. Betsson AB (OM:BETS B) completed the acquisition of a 70% stake in Colbet in July, 2020.業績と収益の成長予測DB:V72 - 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12/31/20281,354150163228312/31/20271,281137149212312/31/20261,21312012618636/30/20261,195134138207N/A3/31/20261,189154119187N/A12/31/20251,197177151216N/A9/30/20251,200196224277N/A6/30/20251,184192223275N/A3/31/20251,152188260309N/A12/31/20241,107181223273N/A9/30/20241,052172192236N/A6/30/20241,009176176218N/A3/31/2024975181189232N/A12/31/2023948177189230N/A9/30/2023917172218258N/A6/30/2023880157213252N/A3/31/2023829136163201N/A12/31/2022777120143179N/A9/30/202271410283117N/A6/30/20226849986120N/A3/31/2022671104106138N/A12/31/2021658106112144N/A9/30/2021674116117152N/A6/30/2021669116123160N/A3/31/2021643100101136N/A12/31/2020636100101138N/A9/30/202056388103133N/A6/30/20205277788116N/A3/31/202048272N/A115N/A12/31/201949275N/A110N/A9/30/201949684N/A112N/A6/30/201951897N/A123N/A3/31/2019531107N/A113N/A12/31/2018534106N/A125N/A9/30/201850893N/A122N/A6/30/201847781N/A104N/A3/31/201846974N/A103N/A12/31/201747980N/A96N/A9/30/201747686N/A104N/A6/30/201746493N/A112N/A3/31/201744190N/A109N/A12/31/201642992N/A122N/A9/30/201641982N/A116N/A6/30/201642084N/A131N/A3/31/201642091N/A136N/A12/31/201540691N/A126N/A9/30/201537398N/A111N/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: V72の予測収益成長率 (年間6.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: V72の収益 ( 6.5% ) German市場 ( 15.8% ) よりも低い成長が予測されています。高成長収益: V72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: V72の収益 ( 5.2% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: V72の収益 ( 5.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: V72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 ( 15.7 %)。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2026/07/26 21:09終値2026/07/24 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Betsson AB (publ) 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。9 アナリスト機関null nullABG Sundal CollierHenrik BarkABG Sundal Collier SponsoredJack CummingsBerenberg6 その他のアナリストを表示
お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).
Reported Earnings • Jul 19Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: €310.2m (up 2.1% from 2Q 2025). Net income: €29.1m (down 41% from 2Q 2025). Profit margin: 9.4% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Germany.
Declared Dividend • May 21Dividend of €0.33 announcedShareholders will receive a dividend of €0.33. Ex-date: 10th November 2026 Payment date: 18th November 2026 Dividend yield will be 8.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.1% over the next 3 years. However, it would need to fall by 35% to increase the payout ratio to a potentially unsustainable range.
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 09Betsson AB (Publ) Approves Distribution, Payable on 19 May 2026 and 18 November 2026, RespectivelyBetsson AB (publ) at its Annual General Meeting held on 7 May 2026, approved to distribute EUR 0.66 per share, to be paid on two separate occasions of EUR 0.33 each. The record dates are 11 May 2026 and 11 November 2026. Payments are expected to be made, through Euroclear Sweden AB, on 19 May 2026 and 18 November 2026, respectively.
お知らせ • Feb 06Betsson AB (publ) Proposes Ordinary Dividend for 2025The Board of Directors of Betsson AB (publ) proposed an ordinary dividend of EUR 0.66 (0.657) per share for 2025.
お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).
お知らせ • Nov 03Betsson AB (publ) (OM:BETS B) announces an Equity Buyback.Betsson AB (OM:BETS B) commences share repurchases on October 27, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 8, 2025. As per the mandate, the company is authorized to repurchase its series B shares, such that the company’s holding of own shares shall not at any given time exceed 10% of the total number of outstanding shares. The authorization is valid until the closing of the next Annual General Meeting. On October 24, 2025, the company announces a repurchases program. Under the program, the company will repurchases up to €40 million. The payment for shares will be made in cash. The program will commence from October 24, 2025 and valid no later than April 30, 2026.
お知らせ • Oct 24+ 4 more updatesBetsson AB (publ), Annual General Meeting, May 07, 2026Betsson AB (publ), Annual General Meeting, May 07, 2026. Location: stockholm Sweden
お知らせ • May 08Betsson AB (Publ) Approves Distribution, Payable on May 12, 2025 and November 12, 2025Betsson AB (publ) resolved to approve the Board of Directors' proposal to distribute EUR 0.66 per share plus an additional EUR 0.10 to be paid at two separate occasions, each EUR 0.33, whereof the additional distribution of EUR 0.10 will be paid out in conjunction with the first payout occasion. The record day for the first pay out shall be 12 May 2025 and the record day for the second pay out occasion shall be Wednesday 12 November 2025.
お知らせ • Feb 07+ 1 more updateBetsson AB (publ) Proposes Special DividendThe Board of Directors of Betsson AB (publ) proposed a special dividend of EUR 0.10 per share.
お知らせ • Feb 06Betsson AB (publ) to Report Fiscal Year 2024 Results on Apr 04, 2025Betsson AB (publ) announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 04, 2025
お知らせ • Jan 13Betsson AB (Publ) Announces Changes in ManagementBetsson AB (publ) announced two new roles, Operational CEO and Operational CFO, will form part of the Company's management. Jesper Svensson, Chief Executive Officer of Operations (Operational CEO) and Kristian Saliba, Chief Financial Officer of Operations (Operational CFO). Jesper Svensson and Kristian Saliba both have a long background in the Group in these roles.
お知らせ • Oct 25Betsson AB (publ), Annual General Meeting, May 08, 2025Betsson AB (publ), Annual General Meeting, May 08, 2025. Location: stockholm. Sweden
Reported Earnings • Oct 24Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €280.1m (up 18% from 3Q 2023). Net income: €42.9m (down 10% from 3Q 2023). Profit margin: 15% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Oct 24+ 3 more updatesBetsson AB (publ) to Report Q1, 2025 Results on Apr 29, 2025Betsson AB (publ) announced that they will report Q1, 2025 results on Apr 29, 2025
New Risk • Oct 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 102% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (102% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (102% cash payout ratio).
Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.33 (vs €0.37 in 2Q 2023)Second quarter 2024 results: EPS: €0.33 (down from €0.37 in 2Q 2023). Revenue: €271.5m (up 15% from 2Q 2023). Net income: €45.5m (down 9.4% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 17% per year.
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).
Recent Insider Transactions • May 26Director recently bought €516k worth of stockOn the 22nd of May, Tristan Sjöberg bought around 50k shares on-market at roughly €10.32 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
お知らせ • May 18Betsson AB (publ) Approves DividendThe Annual General Meeting 2024 of Betsson AB (publ) decided on two separate redemption procedures, totaling EUR 0.645 per share, to take place during 2024. The first redemption procedure is taking place between 21 May and 12 June 2024. The redemption amount of EUR 0.3225 per share will be paid to shareholders in SEK. The FX rate for the first redemption procedure has been determined at EUR/SEK: 11.6815 and the payout amount per share is SEK 3.77.
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €10.58, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 22x in the Hospitality industry in Germany. Total returns to shareholders of 38% over the past three years.
Reported Earnings • Apr 28First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €248.2m (up 12% from 1Q 2023). Net income: €41.3m (up 9.5% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Germany.
Reported Earnings • Apr 08Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% 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 • Apr 06Betsson AB (publ) to Report Q4, 2024 Results on Feb 13, 2025Betsson AB (publ) announced that they will report Q4, 2024 results on Feb 13, 2025
Recent Insider Transactions • Feb 22Director recently bought €506k worth of stockOn the 20th of February, Peter Hamberg bought around 53k shares on-market at roughly €9.53 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €853k more in shares than they have sold in the last 12 months.
お知らせ • Feb 20Betsson AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Betsson AB (publ) announced that they will report Q3, 2024 results on Oct 24, 2024
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15Betsson AB (publ) Proposes DividendBetsson AB (publ) proposed to the Annual General Meeting that EUR 88.5 (59.7) million, corresponding to EUR 0.645 (0.436) per share, should be distributed to shareholders through an automatic redemption program. The Board proposes and the General Meeting decides on dividends in Euros whilst the distribution of dividends to shareholders is made in Swedish kronor (SEK). The record date for the distribution of dividends is also the date for setting the conversion rate from Euro to Swedish kronor. The Board has also submitted a proposal that the dividend will be paid in two equal parts, both through automatic redemption, with first payment in the second quarter and second payment in the fourth quarter of 2024.
お知らせ • Dec 20Betsson AB (Publ) Announces Nomination CommitteeBetsson AB (publ) announced that the Nomination Committee of the following members: Jenny Rosberg, appointed by Hamberg Förvaltning AB, Ingela Kling, appointed by the Kling Family, and Mats Axell, appointed by Knutsson Holdings AB.
お知らせ • Nov 28+ 1 more updateBetsson AB (publ) to Report Q2, 2024 Results on Jul 19, 2024Betsson AB (publ) announced that they will report Q2, 2024 results on Jul 19, 2024
お知らせ • Oct 29Betsson AB (publ), Annual General Meeting, May 07, 2024Betsson AB (publ), Annual General Meeting, May 07, 2024.
New Risk • Oct 29New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 101% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (101% increase in shares outstanding). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Oct 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €237.6m (up 19% from 3Q 2022). Net income: €47.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany.
Board Change • Sep 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 16Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million.Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million on June 15, 2023. The total up-front consideration of the acquisition is €117 million on a cash and debt-free basis, payable in cash. Betsson may pay up to €3 million as earnout subject to certain conditions being met and subject to delivery on certain agreed financial targets. The initial consideration for the acquisition is equivalent to a multiple of 10.0x betFIRST’s estimated EBITDA for the financial year 2023. The consideration is all payable in cash. In the last financial year ending 31 December 2022, BetFIRST recorded net gaming revenue of €51.2 million and adjusted EBITDA of €10 million. Betsson to finance the acquisition with existing cash from its balance sheet and within existing credit facilitie. Completion of the acquisition of betFIRST is not conditional on regulatory approvals and is expected to occur on or around July 5, 2023. Lazard Ltd (NYSE:LAZ) acted as a financial advisor to Betsson AB. Gernandt & Danielsson Advokatbyrå KB, Van Bael & Bellis and Edson Legal acted as a legal advisor to Betsson AB.
お知らせ • Oct 27+ 1 more updateBetsson AB to Report Q2, 2023 Results on Jul 20, 2023Betsson AB announced that they will report Q2, 2023 results on Jul 20, 2023
Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: €0.21 (vs €0.24 in 2Q 2021)Second quarter 2022 results: EPS: €0.21 (down from €0.24 in 2Q 2021). Revenue: €186.3m (up 7.8% from 2Q 2021). Net income: €29.2m (down 14% from 2Q 2021). Profit margin: 16% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 728% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 7% per year.
Board Change • Jun 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 12Betsson AB Announces Management ChangesAt the Annual General Meeting of Betsson AB (publ) on 10 May 2022, Eva de Falck, Louise Nylén and Tristan Sjöberg were elected as new Board members.
Reported Earnings • Apr 29First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €170.2m (up 9.4% from 1Q 2021). Net income: €21.2m (down 10% from 1Q 2021). Profit margin: 13% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 114% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 11Full year 2021 earnings released: EPS: kr7.90 (vs kr7.32 in FY 2020)Full year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 3.7%, compared to a 115% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% 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 • Apr 09Betsson AB Proposes DividendThe board of directors of Betsson AB proposed to the annual general meeting to be held on May 10, 2022, that SEK 539.0 million (SEK 502.9 million), corresponding to SEK 3.94 per share (SEK 3.68 per share) be transferred to the shareholders, and that the transfer should be made by means of an automatic redemption procedure.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 112% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 02Betsson AB to Report Fiscal Year 2021 Results on Apr 08, 2022Betsson AB announced that they will report fiscal year 2021 results on Apr 08, 2022
Board Change • Nov 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Fredrik Carlsson is the most experienced director on the board, commencing their role in 2017. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 30Executive Director recently bought €115k worth of stockOn the 28th of October, Pontus Lindwall bought around 20k shares on-market at roughly €5.77 per share. In the last 3 months, they made an even bigger purchase worth €145k. Insiders have collectively bought €113k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Oct 30Executive Director recently bought €115k worth of stockOn the 28th of October, Pontus Lindwall bought around 20k shares on-market at roughly €5.77 per share. In the last 3 months, they made an even bigger purchase worth €145k. Insiders have collectively bought €113k more in shares than they have sold in the last 12 months.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS kr2.22 (vs kr2.22 in 3Q 2020)The company reported a solid third quarter result with improved revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: kr1.73b (up 3.4% from 3Q 2020). Net income: kr303.2m (flat on 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Executive Departure • Oct 01Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended after 4.1 years in the role. As of June 2021, Patrick still personally held 16.50k shares (€113k worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.58 years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €7.08, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Hospitality industry in Europe. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.23 per share.
Recent Insider Transactions • Sep 29CEO & President recently sold €170k worth of stockOn the 23rd of September, Pontus Lindwall sold around 20k shares on-market at roughly €8.51 per share. This was the largest sale by an insider in the last 3 months. Pontus has been a seller over the last 12 months, reducing personal holdings by €25k.
Executive Departure • Sep 24Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended. As of June 2021, Patrick still personally held 16.50k shares (€113k worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.17 years.
Recent Insider Transactions • Aug 15CEO & President recently bought €145k worth of stockOn the 12th of August, Pontus Lindwall bought around 20k shares on-market at roughly €7.25 per share. This was the largest purchase by an insider in the last 3 months. This was Pontus' only on-market trade for the last 12 months.
Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS kr2.54 (vs kr1.40 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.75b (up 14% from 2Q 2020). Net income: kr345.1m (up 80% from 2Q 2020). Profit margin: 20% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • May 01First quarter 2021 earnings released: EPS kr1.76 (vs kr1.68 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: kr1.59b (up 12% from 1Q 2020). Net income: kr242.2m (up 5.5% from 1Q 2020). Profit margin: 15% (down from 16% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 12Betsson Granted Online Sports Betting License in GermanyBetsson has applied for and received clearance from Darmstadt Regional Council to operate online sports betting throughout Germany. Besides the sports betting licenses which have now been granted, the New Interstate Treaty, which paves the way for the regulation and opening up of the market for online slots and poker in Germany, is scheduled to come into force on 1 July 2021. finally receive this license and are preparing to re-launch German Sportsbook shortly under the German regulation. Operating sports betting in Germany is part of strategy of strengthening position in existing markets by prioritising segments where Betsson has the best conditions to offer leading products.
Is New 90 Day High Low • Feb 20New 90-day low: €6.60The company is down 2.0% from its price of €6.73 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed 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 €12.85 per share.
Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr7.37 (vs kr5.69 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: kr6.39b (up 24% from FY 2019). Net income: kr1.01b (up 28% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 9.8%, compared to a 27% growth forecast for the Hospitality industry in Germany.
Is New 90 Day High Low • Jan 05New 90-day high: €7.50The company is up 18% from its price of €6.36 on 07 October 2020. The German market is up 8.0% 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 €11.45 per share.
Is New 90 Day High Low • Nov 27New 90-day high: €7.06The company is up 1.0% from its price of €6.96 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.71 per share.
Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total profits of kr928.9m, up 3.8% from the prior year. Total revenue was kr5.92b over the last 12 months, up 11% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 24Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at kr1.68b. Revenue is forecast to grow 12% over the next year, compared to a 4.4% decline forecast for the Hospitality industry in Germany.
Is New 90 Day High Low • Sep 24New 90-day low: €5.95The company is down 2.0% from its price of €6.09 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is down 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.93 per share.
お知らせ • Jul 31Betsson AB (OM:BETS B) completed the acquisition of B2C assets from Gaming Innovation Group Inc. (OB:GIG).Betsson AB (OM:BETS B) signed a share purchase agreement to acquire B2C assets from Gaming Innovation Group Inc. (OB:GIG) for €22.3 million on February 14, 2020. The deal value is payable in cash to be paid on the closing date. Betsson, through this agreement will become a long term partner of Gaming Innovation Group, generating revenues to Gaming Innovation Group's platform services. Betsson will also pay a prepaid platform fee of €8.7 million. Betsson commits to keep the brands operational on Gaming Innovation Group's platform for a minimum of 30 months. For the first 24 months, Betsson will pay a premium platform fee based on NGR generated. Based on the expected platform fees, the total value of the transaction is estimated at approximately €50 million. For the year ended December 31, 2019, the business reported total revenues of €77 million and EBIT of €7.6 million. Financing of the acquisition is done through Betsson’s revolving credit facility. The deal is subject to compulsory regulatory approvals from merger control and gaming authorities. The transaction was approved by antitrust regulators on April 8, 2020. Expected completion of the transaction is mid-April 2020. Gaming Innovation Group will use the proceeds to repay its 2017 - 2020 bond. Stella EOC acted as financial advisor to Gaming Innovation Group. Gernandt & Danielsson Advokatbyrå KB acted as legal advisor and PwC acted as financial advisor to Betsson AB in the transaction. Betsson AB (OM:BETS B) completed the acquisition of B2C assets from Gaming Innovation Group Inc. (OB:GIG) on April 16, 2020. The transaction will have positive earning accretive from the second quarter of 2020 onwards.
お知らせ • Jul 30Betsson AB (OM:BETS B) acquired a 70% stake in Colbet.Betsson AB (OM:BETS B) acquired a 70% stake in Colbet in July, 2020. As part of the transaction, Betsson AB will migrate the Colbet business to its own technology. Betsson AB (OM:BETS B) completed the acquisition of a 70% stake in Colbet in July, 2020.