Stratec SE

XTRA:SBS 株式レポート

時価総額：€214.2m

Stratec 将来の成長

Future 基準チェック /46

Stratec利益と収益がそれぞれ年間35.3%と6.6%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7.4% 36%なると予測されています。

主要情報

35.3%

収益成長率

36.03%

EPS成長率

Medical Equipment 収益成長12.6%
収益成長率6.6%
将来の株主資本利益率7.43%
アナリストカバレッジ

Good

最終更新日29 Apr 2026

今後の成長に関する最新情報

Stratec SE (ETR:SBS) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 11
Stratec SE (ETR:SBS) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Recent updates

SBS: Rebased Fair Value And 2025 Margin Guidance Will Define Upside Potential

The analyst price target for Stratec has been cut from about €44.96 to €34.00, as analysts factor in updated fair value, discount rate, growth, margin, and P/E assumptions following recent target revisions from major banks. Analyst Commentary Recent research suggests that while headline price targets for Stratec have come down, some bullish analysts still see potential upside at current levels.

SBS: Future Upside Will Rely On Reset Margins And Higher P/E

Narrative Update on Stratec The updated analyst price target for Stratec is €28.46, reflecting recent target cuts of up to €12 from prior Street research as analysts factor in a slightly higher discount rate, modestly adjusted profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent research commentary on Stratec has focused on recalibrating price targets while keeping an eye on execution risk and the valuation investors are being asked to pay.

SBS: Future Upside Will Depend On Repriced Earnings Power And Margins

Analysts have trimmed their average price target for Stratec by around €2.40, with recent cuts to €34 helping to explain a slightly lower fair value estimate and modestly softer assumptions for growth, margins and future P/E. Analyst Commentary Recent research revisions on Stratec point to a reset in expectations, with lower price targets feeding into updated views on valuation, execution risk and growth assumptions.

SBS: Higher Discount Rate And Index Removal Will Still Allow Future Upside

Narrative Update on Stratec The analyst price target for Stratec has been reduced by €1, as analysts reflect slightly adjusted assumptions around discount rates, revenue growth and profit margins in their updated models. Analyst Commentary Bearish analysts trimming their price targets, including the recent €1 reduction, are signaling a more cautious stance on Stratec.

SBS: Higher Discount Rate Will Still Allow Future Upside Potential

Analysts have reduced their price target on Stratec by €1 to €26, reflecting updated assumptions regarding the company’s discount rate, revenue growth, profit margin and future P/E profile. Analyst Commentary Bearish analysts cutting the price target to €26 are signaling a more cautious stance on Stratec’s risk and reward trade off at current levels.

SBS: Future Upside Will Rely On Earnings Power And Cost Controls

Narrative update on Stratec Analysts have trimmed their 12 month price target on Stratec by about €1, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research updates on Stratec point to a small pullback in published price targets, with a reduction of about €1 in the latest move and a prior cut from €30 to €27.

SBS: Future Margin Recovery Will Rely On Efficiency Gains And Cost Controls

Analysts have trimmed their price target on Stratec, with the average moving slightly lower in line with a recent cut from €30 to €27, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research points to a more cautious stance on Stratec, with the reduced €27 price target reflecting updated views on what analysts see as fair value, the applied discount rate, revenue growth assumptions, margin profile and future P/E expectations.

Returns On Capital Signal Tricky Times Ahead For Stratec (ETR:SBS)

Jan 10
Returns On Capital Signal Tricky Times Ahead For Stratec (ETR:SBS)

SBS: Index Exit And 2025 Margin Guidance Will Define Upside Potential

Analysts have trimmed their fair value estimate for Stratec from about €51.00 to roughly €44.96. This aligns with a recent reduction in the Street price target to €27 from €30 as they factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples.

SBS: Margin Recovery Outlook Will Support Upside Despite Reduced Price Objective

Analysts have trimmed their price target on Stratec to EUR 27.00 from EUR 30.00, reflecting slightly more cautious assumptions on long term growth, a higher discount rate, and a modestly lower future P E multiple, despite marginally improved margin expectations. Analyst Commentary Bearish analysts have highlighted that the reduction in the price target to EUR 27.00 signals a more guarded stance on Stratec's medium to long term prospects, even as the rating on the shares remains unchanged at Hold.

SBS: Future Margin Gains Will Emerge As Cost Controls Take Hold

Analysts have modestly reduced their price target on Stratec, trimming it by EUR 3 to EUR 27. This reflects slightly lower long term return expectations while maintaining a cautious stance on the shares.

Stratec (ETR:SBS) Takes On Some Risk With Its Use Of Debt

Nov 29
Stratec (ETR:SBS) Takes On Some Risk With Its Use Of Debt

SBS: Margins Will Improve With Cost Management And Leadership Changes

The analyst price target for Stratec has been revised downward from €30 to €27. Analysts cited a slightly higher discount rate and modest changes in growth and profitability expectations as key drivers behind the adjustment.

Stratec SE (ETR:SBS) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 11
Stratec SE (ETR:SBS) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Investors Give Stratec SE (ETR:SBS) Shares A 35% Hiding

Nov 07
Investors Give Stratec SE (ETR:SBS) Shares A 35% Hiding

SBS: Future Leadership Will Drive Healthcare Diagnostics Forward Amidst Margin Pressures

Analysts have revised their price target for Stratec downward from €36.58 to €33.30, citing expectations of slower revenue growth and a slight decrease in profit margins. What's in the News Tanja Bücherl will join STRATEC SE's Board of Management as Chief Financial Officer effective November 1, 2025.

Getting In Cheap On Stratec SE (ETR:SBS) Might Be Difficult

Sep 23
Getting In Cheap On Stratec SE (ETR:SBS) Might Be Difficult

Automation And Digitalization Will Transform Healthcare Diagnostics

Stratec’s consensus price target has been revised downward, primarily reflecting lowered forecasts for both revenue growth and net profit margin, resulting in a new fair value of €37.32. What's in the News Stratec increased its dividend to €0.60 per share for 2024 (previously €0.55), totaling €7.3 million to be distributed.

An Intrinsic Calculation For Stratec SE (ETR:SBS) Suggests It's 34% Undervalued

Jun 17
An Intrinsic Calculation For Stratec SE (ETR:SBS) Suggests It's 34% Undervalued

Why We're Not Concerned About Stratec SE's (ETR:SBS) Share Price

Apr 25
Why We're Not Concerned About Stratec SE's (ETR:SBS) Share Price
User avatar

Efficiency Measures And Acquisitions Like Natech Will Boost Future Market Presence

Efficiency measures and cost discipline initiatives could enhance net margins as market conditions stabilize.

An Intrinsic Calculation For Stratec SE (ETR:SBS) Suggests It's 42% Undervalued

Jan 18
An Intrinsic Calculation For Stratec SE (ETR:SBS) Suggests It's 42% Undervalued

With A 25% Price Drop For Stratec SE (ETR:SBS) You'll Still Get What You Pay For

Nov 09
With A 25% Price Drop For Stratec SE (ETR:SBS) You'll Still Get What You Pay For

Returns At Stratec (ETR:SBS) Appear To Be Weighed Down

Oct 26
Returns At Stratec (ETR:SBS) Appear To Be Weighed Down

Here's Why It's Unlikely That Stratec SE's (ETR:SBS) CEO Will See A Pay Rise This Year

May 11
Here's Why It's Unlikely That Stratec SE's (ETR:SBS) CEO Will See A Pay Rise This Year

Stratec's (ETR:SBS) Dividend Will Be Reduced To €0.55

Apr 11
Stratec's (ETR:SBS) Dividend Will Be Reduced To €0.55

Stratec SE Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next

Apr 01
Stratec SE Just Missed EPS By 24%: Here's What Analysts Think Will Happen Next

Stratec (ETR:SBS) Has Announced That Its Dividend Will Be Reduced To €0.55

Mar 28
Stratec (ETR:SBS) Has Announced That Its Dividend Will Be Reduced To €0.55

Is There An Opportunity With Stratec SE's (ETR:SBS) 36% Undervaluation?

Dec 21
Is There An Opportunity With Stratec SE's (ETR:SBS) 36% Undervaluation?

Slowing Rates Of Return At Stratec (ETR:SBS) Leave Little Room For Excitement

Nov 03
Slowing Rates Of Return At Stratec (ETR:SBS) Leave Little Room For Excitement

We Think Stratec (ETR:SBS) Is Taking Some Risk With Its Debt

Oct 19
We Think Stratec (ETR:SBS) Is Taking Some Risk With Its Debt

Return Trends At Stratec (ETR:SBS) Aren't Appealing

Jul 12
Return Trends At Stratec (ETR:SBS) Aren't Appealing

Stratec SE (ETR:SBS) Shares Could Be 43% Below Their Intrinsic Value Estimate

Jun 27
Stratec SE (ETR:SBS) Shares Could Be 43% Below Their Intrinsic Value Estimate

Is Stratec (ETR:SBS) Using Too Much Debt?

May 25
Is Stratec (ETR:SBS) Using Too Much Debt?

Stratec's (ETR:SBS) Upcoming Dividend Will Be Larger Than Last Year's

Apr 02
Stratec's (ETR:SBS) Upcoming Dividend Will Be Larger Than Last Year's

業績と収益の成長予測

XTRA:SBS - 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
12/31/20282972114323
12/31/20272902025366
12/31/2026263139163
12/31/20252510-170N/A
9/30/202526015322N/A
6/30/202526415726N/A
3/31/2025266172543N/A
12/31/2024258163149N/A
9/30/2024256131834N/A
6/30/2024258171633N/A
3/31/202425212-116N/A
12/31/202327015219N/A
9/30/202325512-22-1N/A
6/30/202326219-31-11N/A
3/31/202326019-515N/A
12/31/202227529-910N/A
9/30/2022270281835N/A
6/30/2022269273755N/A
3/31/2022291403050N/A
12/31/2021287404363N/A
9/30/2021296464063N/A
6/30/2021286412953N/A
3/31/2021266352043N/A
12/31/202025028632N/A
9/30/202023524529N/A
6/30/202022521-420N/A
3/31/202022417-1215N/A
12/31/201921414-621N/A
9/30/201921214N/A8N/A
6/30/201920714N/A13N/A
3/31/201919511N/A9N/A
12/31/201818811N/A12N/A
9/30/201819316N/A20N/A
6/30/201819723N/A28N/A
3/31/201819824N/A28N/A
12/31/201720727N/A30N/A
9/30/201720828N/A30N/A
6/30/201720620N/A21N/A
3/31/201720319N/AN/AN/A
12/31/201618519N/A16N/A
9/30/201616614N/A17N/A
6/30/201615519N/A23N/A
3/31/201614421N/AN/AN/A
12/31/201514722N/A26N/A
9/30/201514722N/A35N/A
6/30/201514621N/A35N/A

アナリストによる今後の成長予測

収入対貯蓄率: SBSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.7% ) よりも高い成長率であると考えられます。

収益対市場: SBS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SBS今後 3 年以内に収益を上げることが予想されます。

収益対市場: SBSの収益 ( 6.6% ) German市場 ( 6.1% ) よりも速いペースで成長すると予測されています。

高い収益成長: SBSの収益 ( 6.6% ) 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: SBS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 ( 7.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/04/29 13:47
終値2026/04/29 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Stratec SE 6 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。11

アナリスト機関
Michael HeiderBerenberg
Jan KochDeutsche Bank
Jan KochDeutsche Bank