View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSaras 過去の業績過去 基準チェック /46Sarasは、平均年間50.5%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間10.7% 13.3%収益成長率で 成長しています。 Sarasの自己資本利益率は22.9%であり、純利益率は2.5%です。主要情報50.49%収益成長率50.37%EPS成長率Oil and Gas 業界の成長37.29%収益成長率13.34%株主資本利益率22.91%ネット・マージン2.52%次回の業績アップデート06 Nov 2024最近の業績更新Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: €0.033 (vs €0.018 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.033 (up from €0.018 loss in 2Q 2023). Revenue: €2.88b (up 48% from 2Q 2023). Net income: €31.3m (up €48.1m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: €0.33 (vs €0.44 in FY 2022)Full year 2023 results: EPS: €0.33 (down from €0.44 in FY 2022). Revenue: €11.4b (down 28% from FY 2022). Net income: €313.9m (down 25% from FY 2022). Profit margin: 2.7% (up from 2.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 02Second quarter 2023 earnings released: €0.018 loss per share (vs €0.23 profit in 2Q 2022)Second quarter 2023 results: €0.018 loss per share (down from €0.23 profit in 2Q 2022). Revenue: €1.95b (down 59% from 2Q 2022). Net loss: €16.8m (down 108% from profit in 2Q 2022). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 13First quarter 2023 earnings released: EPS: €0.15 (vs €0.081 in 1Q 2022)First quarter 2023 results: EPS: €0.15 (up from €0.081 in 1Q 2022). Revenue: €3.47b (up 18% from 1Q 2022). Net income: €139.1m (up 82% from 1Q 2022). Profit margin: 4.0% (up from 2.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31+ 3 more updatesSaras S.p.A. to Report Q1, 2023 Results on May 10, 2023Saras S.p.A. announced that they will report Q1, 2023 results on May 10, 2023Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: €0.058 (vs €0.039 loss in 3Q 2021)Third quarter 2022 results: EPS: €0.058 (up from €0.039 loss in 3Q 2021). Revenue: €4.27b (up 104% from 3Q 2021). Net income: €54.8m (up €90.2m from 3Q 2021). Profit margin: 1.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 4.6% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • Sep 11Saras S.p.A.(BIT:SRS) dropped from Euronext 150 IndexSaras S.p.A. has been dropped from the Euronext 150 Index.お知らせ • Sep 05Saras to Delist on September 11Varas said on September 3, 2024 it held 95.285% of Saras' share (Saras S.p.A.) Capital at end of reopening of terms of tender offer. Joint procedure on residual shares, delisting of Saras, to take place on September 11.お知らせ • Aug 22Saras S.p.A.(BIT:SRS) dropped from S&P Global BMI IndexSaras S.p.A.(BIT:SRS) dropped from S&P Global BMI IndexReported Earnings • Aug 02Second quarter 2024 earnings released: EPS: €0.033 (vs €0.018 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.033 (up from €0.018 loss in 2Q 2023). Revenue: €2.88b (up 48% from 2Q 2023). Net income: €31.3m (up €48.1m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 13Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.2%).Declared Dividend • Mar 25Dividend reduced to €0.15Dividend of €0.15 is 21% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 8.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 89% over the next 3 years. Since a fall of 50% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Reported Earnings • Mar 18Full year 2023 earnings released: EPS: €0.33 (vs €0.44 in FY 2022)Full year 2023 results: EPS: €0.33 (down from €0.44 in FY 2022). Revenue: €11.4b (down 28% from FY 2022). Net income: €313.9m (down 25% from FY 2022). Profit margin: 2.7% (up from 2.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.82, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.76 per share.Buying Opportunity • Nov 10Now 25% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be €1.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 4.4% per annum. Earnings is also forecast to decline by 50% per annum over the same time period.Buying Opportunity • Oct 25Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €1.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings is also forecast to decline by 40% per annum over the same time period.Reported Earnings • Aug 02Second quarter 2023 earnings released: €0.018 loss per share (vs €0.23 profit in 2Q 2022)Second quarter 2023 results: €0.018 loss per share (down from €0.23 profit in 2Q 2022). Revenue: €1.95b (down 59% from 2Q 2022). Net loss: €16.8m (down 108% from profit in 2Q 2022). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 13First quarter 2023 earnings released: EPS: €0.15 (vs €0.081 in 1Q 2022)First quarter 2023 results: EPS: €0.15 (up from €0.081 in 1Q 2022). Revenue: €3.47b (up 18% from 1Q 2022). Net income: €139.1m (up 82% from 1Q 2022). Profit margin: 4.0% (up from 2.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31+ 3 more updatesSaras S.p.A. to Report Q1, 2023 Results on May 10, 2023Saras S.p.A. announced that they will report Q1, 2023 results on May 10, 2023Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.42, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.85 per share.Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Francesca Luchi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: €0.058 (vs €0.039 loss in 3Q 2021)Third quarter 2022 results: EPS: €0.058 (up from €0.039 loss in 3Q 2021). Revenue: €4.27b (up 104% from 3Q 2021). Net income: €54.8m (up €90.2m from 3Q 2021). Profit margin: 1.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 4.6% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.34, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 1.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.01 per share.Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.10, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €0.98 per share.Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: €0.23 (vs €0.025 in 2Q 2021)Second quarter 2022 results: EPS: €0.23 (up from €0.025 in 2Q 2021). Revenue: €4.75b (up 125% from 2Q 2021). Net income: €215.9m (up €191.5m from 2Q 2021). Profit margin: 4.5% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 19% compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.07, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.45 per share.Buying Opportunity • Jul 13Now 22% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be €1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 7.1% per annum. Earnings is also forecast to decline by 30% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.62 per share.Buying Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock is up 113%. The fair value is estimated to be €1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 7.1% per annum. Earnings is also forecast to decline by 30% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.59 per share.Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.14, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.49 per share.Buying Opportunity • May 21Now 24% undervaluedOver the last 90 days, the stock is up 97%. The fair value is estimated to be €1.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 7.1% per annum. Earnings is also forecast to decline by 26% per annum over the same time period.Reported Earnings • May 18First quarter 2022 earnings released: EPS: €0.081 (vs €0.025 loss in 1Q 2021)First quarter 2022 results: EPS: €0.081 (up from €0.025 loss in 1Q 2021). Revenue: €2.95b (up 83% from 1Q 2021). Net income: €76.6m (up €100.4m from 1Q 2021). Profit margin: 2.6% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 2.9%, compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Board Change • Apr 29Insufficient 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. 6 highly experienced directors. Independent Director Francesca Luchi was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.01 (up from €0.29 loss in FY 2020). Revenue: €8.64b (up 64% from FY 2020). Net income: €9.33m (up €284.9m from FY 2020). Profit margin: 0.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 8.1%. Over the next year, revenue is forecast to grow 4.0%, compared to a 73% growth forecast for the oil industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 12Third quarter 2021 earnings released: €0.039 loss per share (vs €0.007 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: €2.12b (up 82% from 3Q 2020). Net loss: €35.4m (down €41.9m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS €0.025 (vs €0.072 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €2.15b (up 145% from 2Q 2020). Net income: €24.4m (up €91.8m from 2Q 2020). Profit margin: 1.1% (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 80 percentage points per year, which is a significant difference in performance.Reported Earnings • May 13First quarter 2021 earnings released: €0.025 loss per share (vs €0.12 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: €1.63b (down 11% from 1Q 2020). Net loss: €23.8m (loss narrowed 79% from 1Q 2020).お知らせ • Apr 27Saras S.p.A. (BIT:SRS) acquired Carbon Neutrally Produced Oil of Lundin Energy AB.Saras S.p.A. (BIT:SRS) acquired Carbon Neutrally Produced Oil of Lundin Energy AB on April 26, 2021. Saras S.p.A. (BIT:SRS) completed the acquisition of Carbon Neutrally Produced Oil of Lundin Energy AB on April 26, 2021.Reported Earnings • Apr 02Full year 2020 earnings released: €0.29 loss per share (vs €0.028 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: €5.34b (down 43% from FY 2019). Net loss: €275.5m (down €301.7m from profit in FY 2019).Is New 90 Day High Low • Feb 18New 90-day high: €0.71The company is up 28% from its price of €0.56 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.37 per share.Is New 90 Day High Low • Jan 08New 90-day high: €0.64The company is up 40% from its price of €0.45 on 09 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 Oil and Gas industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.63 per share.Is New 90 Day High Low • Nov 10New 90-day low: €0.39The company is down 38% from its price of €0.62 on 11 August 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.58 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 47%. Over the next year, revenue is forecast to grow 1.3%, compared to a 11% growth forecast for the Oil and Gas industry in Germany.収支内訳Saras の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:S7A 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Jun 2411,910300176031 Mar 2410,985252170031 Dec 2311,422314174030 Sep 2312,331343186030 Jun 2313,546247186031 Mar 2316,346479183031 Dec 2215,830417180030 Sep 2214,759391153030 Jun 2212,583301154031 Mar 229,948110153031 Dec 218,6089147030 Sep 217,207-136159030 Jun 216,278-94157031 Mar 215,043-186160031 Dec 205,263-276166030 Sep 206,238-215148030 Jun 207,476-178150031 Mar 209,167-83148031 Dec 199,41526149030 Sep 198,45953155030 Jun 199,41383154031 Mar 199,997114156031 Dec 1810,331140154030 Sep 1810,938286138030 Jun 189,309268141031 Mar 188,189171143031 Dec 177,667241147030 Sep 177,733154164030 Jun 177,694121163031 Mar 177,415289161031 Dec 166,827196162030 Sep 166,29699163030 Jun 166,562123162031 Mar 167,524149166031 Dec 158,196224167030 Sep 158,855142156030 Jun 159,35352152031 Mar 159,395-136147031 Dec 1410,168-262143030 Sep 1410,827-160144030 Jun 1411,257-153143031 Mar 1411,258-321143031 Dec 1311,172-271145030 Sep 1311,228-3191510質の高い収益: S7Aは 高品質の収益 を持っています。利益率の向上: S7Aの現在の純利益率 (2.5%)は、昨年(1.8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: S7Aの収益は過去 5 年間で年間50.5%増加しました。成長の加速: S7Aの過去 1 年間の収益成長率 ( 21.7% ) は、5 年間の平均 ( 年間50.5%を下回っています。収益対業界: S7Aの過去 1 年間の収益成長率 ( 21.7% ) Oil and Gas業界-9.2%を上回りませんでした。株主資本利益率高いROE: S7Aの 自己資本利益率 ( 22.9% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YEnergy 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2024/09/10 01:30終値2024/09/10 00:00収益2024/06/30年間収益2023/12/31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Saras S.p.A. 2 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。14 アナリスト機関Lucy HaskinsBarclaysJeremy AstonBNP ParibasAlexandre MarieBNP Paribas11 その他のアナリストを表示
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: €0.033 (vs €0.018 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.033 (up from €0.018 loss in 2Q 2023). Revenue: €2.88b (up 48% from 2Q 2023). Net income: €31.3m (up €48.1m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: €0.33 (vs €0.44 in FY 2022)Full year 2023 results: EPS: €0.33 (down from €0.44 in FY 2022). Revenue: €11.4b (down 28% from FY 2022). Net income: €313.9m (down 25% from FY 2022). Profit margin: 2.7% (up from 2.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 02Second quarter 2023 earnings released: €0.018 loss per share (vs €0.23 profit in 2Q 2022)Second quarter 2023 results: €0.018 loss per share (down from €0.23 profit in 2Q 2022). Revenue: €1.95b (down 59% from 2Q 2022). Net loss: €16.8m (down 108% from profit in 2Q 2022). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 13First quarter 2023 earnings released: EPS: €0.15 (vs €0.081 in 1Q 2022)First quarter 2023 results: EPS: €0.15 (up from €0.081 in 1Q 2022). Revenue: €3.47b (up 18% from 1Q 2022). Net income: €139.1m (up 82% from 1Q 2022). Profit margin: 4.0% (up from 2.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31+ 3 more updatesSaras S.p.A. to Report Q1, 2023 Results on May 10, 2023Saras S.p.A. announced that they will report Q1, 2023 results on May 10, 2023
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: €0.058 (vs €0.039 loss in 3Q 2021)Third quarter 2022 results: EPS: €0.058 (up from €0.039 loss in 3Q 2021). Revenue: €4.27b (up 104% from 3Q 2021). Net income: €54.8m (up €90.2m from 3Q 2021). Profit margin: 1.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 4.6% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% 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 • Sep 11Saras S.p.A.(BIT:SRS) dropped from Euronext 150 IndexSaras S.p.A. has been dropped from the Euronext 150 Index.
お知らせ • Sep 05Saras to Delist on September 11Varas said on September 3, 2024 it held 95.285% of Saras' share (Saras S.p.A.) Capital at end of reopening of terms of tender offer. Joint procedure on residual shares, delisting of Saras, to take place on September 11.
お知らせ • Aug 22Saras S.p.A.(BIT:SRS) dropped from S&P Global BMI IndexSaras S.p.A.(BIT:SRS) dropped from S&P Global BMI Index
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: €0.033 (vs €0.018 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.033 (up from €0.018 loss in 2Q 2023). Revenue: €2.88b (up 48% from 2Q 2023). Net income: €31.3m (up €48.1m from 2Q 2023). Profit margin: 1.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 37% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 13Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 8.5%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.2%).
Declared Dividend • Mar 25Dividend reduced to €0.15Dividend of €0.15 is 21% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 8.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (45% earnings payout ratio) but not covered by cash flows (161% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 89% over the next 3 years. Since a fall of 50% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Reported Earnings • Mar 18Full year 2023 earnings released: EPS: €0.33 (vs €0.44 in FY 2022)Full year 2023 results: EPS: €0.33 (down from €0.44 in FY 2022). Revenue: €11.4b (down 28% from FY 2022). Net income: €313.9m (down 25% from FY 2022). Profit margin: 2.7% (up from 2.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 2.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.82, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 270% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.76 per share.
Buying Opportunity • Nov 10Now 25% undervaluedOver the last 90 days, the stock is up 7.1%. The fair value is estimated to be €1.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 4.4% per annum. Earnings is also forecast to decline by 50% per annum over the same time period.
Buying Opportunity • Oct 25Now 26% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €1.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings is also forecast to decline by 40% per annum over the same time period.
Reported Earnings • Aug 02Second quarter 2023 earnings released: €0.018 loss per share (vs €0.23 profit in 2Q 2022)Second quarter 2023 results: €0.018 loss per share (down from €0.23 profit in 2Q 2022). Revenue: €1.95b (down 59% from 2Q 2022). Net loss: €16.8m (down 108% from profit in 2Q 2022). Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 13First quarter 2023 earnings released: EPS: €0.15 (vs €0.081 in 1Q 2022)First quarter 2023 results: EPS: €0.15 (up from €0.081 in 1Q 2022). Revenue: €3.47b (up 18% from 1Q 2022). Net income: €139.1m (up 82% from 1Q 2022). Profit margin: 4.0% (up from 2.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31+ 3 more updatesSaras S.p.A. to Report Q1, 2023 Results on May 10, 2023Saras S.p.A. announced that they will report Q1, 2023 results on May 10, 2023
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.42, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 4x in the Oil and Gas industry in Europe. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.85 per share.
Board Change • Nov 17Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Francesca Luchi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: €0.058 (vs €0.039 loss in 3Q 2021)Third quarter 2022 results: EPS: €0.058 (up from €0.039 loss in 3Q 2021). Revenue: €4.27b (up 104% from 3Q 2021). Net income: €54.8m (up €90.2m from 3Q 2021). Profit margin: 1.3% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 4.6% decline forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.34, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 1.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.01 per share.
Valuation Update With 7 Day Price Move • Aug 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.10, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €0.98 per share.
Reported Earnings • Jul 31Second quarter 2022 earnings released: EPS: €0.23 (vs €0.025 in 2Q 2021)Second quarter 2022 results: EPS: €0.23 (up from €0.025 in 2Q 2021). Revenue: €4.75b (up 125% from 2Q 2021). Net income: €215.9m (up €191.5m from 2Q 2021). Profit margin: 4.5% (up from 1.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 19% compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €1.07, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total loss to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.45 per share.
Buying Opportunity • Jul 13Now 22% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be €1.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 7.1% per annum. Earnings is also forecast to decline by 30% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.62 per share.
Buying Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock is up 113%. The fair value is estimated to be €1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 7.1% per annum. Earnings is also forecast to decline by 30% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total returns to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.59 per share.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.14, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 6x in the Oil and Gas industry in Europe. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.49 per share.
Buying Opportunity • May 21Now 24% undervaluedOver the last 90 days, the stock is up 97%. The fair value is estimated to be €1.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 7.1% per annum. Earnings is also forecast to decline by 26% per annum over the same time period.
Reported Earnings • May 18First quarter 2022 earnings released: EPS: €0.081 (vs €0.025 loss in 1Q 2021)First quarter 2022 results: EPS: €0.081 (up from €0.025 loss in 1Q 2021). Revenue: €2.95b (up 83% from 1Q 2021). Net income: €76.6m (up €100.4m from 1Q 2021). Profit margin: 2.6% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 2.9%, compared to a 44% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Board Change • Apr 29Insufficient 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. 6 highly experienced directors. Independent Director Francesca Luchi was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.01 (up from €0.29 loss in FY 2020). Revenue: €8.64b (up 64% from FY 2020). Net income: €9.33m (up €284.9m from FY 2020). Profit margin: 0.1% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 8.1%. Over the next year, revenue is forecast to grow 4.0%, compared to a 73% growth forecast for the oil industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 12Third quarter 2021 earnings released: €0.039 loss per share (vs €0.007 profit in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: €2.12b (up 82% from 3Q 2020). Net loss: €35.4m (down €41.9m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS €0.025 (vs €0.072 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €2.15b (up 145% from 2Q 2020). Net income: €24.4m (up €91.8m from 2Q 2020). Profit margin: 1.1% (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 80 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 13First quarter 2021 earnings released: €0.025 loss per share (vs €0.12 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: €1.63b (down 11% from 1Q 2020). Net loss: €23.8m (loss narrowed 79% from 1Q 2020).
お知らせ • Apr 27Saras S.p.A. (BIT:SRS) acquired Carbon Neutrally Produced Oil of Lundin Energy AB.Saras S.p.A. (BIT:SRS) acquired Carbon Neutrally Produced Oil of Lundin Energy AB on April 26, 2021. Saras S.p.A. (BIT:SRS) completed the acquisition of Carbon Neutrally Produced Oil of Lundin Energy AB on April 26, 2021.
Reported Earnings • Apr 02Full year 2020 earnings released: €0.29 loss per share (vs €0.028 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: €5.34b (down 43% from FY 2019). Net loss: €275.5m (down €301.7m from profit in FY 2019).
Is New 90 Day High Low • Feb 18New 90-day high: €0.71The company is up 28% from its price of €0.56 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.37 per share.
Is New 90 Day High Low • Jan 08New 90-day high: €0.64The company is up 40% from its price of €0.45 on 09 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 Oil and Gas industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.63 per share.
Is New 90 Day High Low • Nov 10New 90-day low: €0.39The company is down 38% from its price of €0.62 on 11 August 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.58 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 47%. Over the next year, revenue is forecast to grow 1.3%, compared to a 11% growth forecast for the Oil and Gas industry in Germany.