View ValuationDiscovery 将来の成長Future 基準チェック /16Discoveryの収益は年間8.8%で減少すると予測されていますが、年間利益は年間12.8%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に16.1% 11.6%なると予測されています。主要情報12.8%収益成長率11.55%EPS成長率Insurance 収益成長2.4%収益成長率-8.8%将来の株主資本利益率16.12%アナリストカバレッジGood最終更新日21 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • 13hNow 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to €13.40. The fair value is estimated to be €16.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to decline by 27% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.お知らせ • Jul 10Discovery Limited to Report Fiscal Year 2026 Results on Sep 03, 2026Discovery Limited announced that they will report fiscal year 2026 results on Sep 03, 2026Recent Insider Transactions • Jul 02Founder recently sold €3.3m worth of stockOn the 29th of June, Adrian Gore sold around 226k shares on-market at roughly €14.61 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Adrian has been a net seller over the last 12 months, reducing personal holdings by €15m.お知らせ • Feb 26Discovery Limited to Report First Half, 2026 Results on Mar 03, 2026Discovery Limited announced that they will report first half, 2026 results on Mar 03, 2026お知らせ • Oct 22Discovery Limited, Annual General Meeting, Nov 20, 2025Discovery Limited, Annual General Meeting, Nov 20, 2025. Location: auditorium 1, ground floor, 1 discovery place, sandton South Africaお知らせ • Mar 04Discovery Limited Declares Interim Gross Cash Dividend, Payable on 31 March 2025Discovery Limited announced an interim gross cash dividend of 87.00000 cents per ordinary share was declared (69.60000 cents net of dividend withholding tax) out of income reserves. A dividend withholding tax of 20% will be applicable to all ordinary shareholders who are not exempt. Shares commence trading "ex" dividend is 26 March 2025. Record date is 28 March 2025. Payment date is 31 March 2025.お知らせ • Feb 19Discovery Limited to Report First Half, 2025 Results on Mar 04, 2025Discovery Limited announced that they will report first half, 2025 results on Mar 04, 2025Buy Or Sell Opportunity • Nov 13Now 22% undervaluedOver the last 90 days, the stock has risen 37% to €9.50. The fair value is estimated to be €12.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to decline by 14% per annum. Earnings are forecast to grow by 16% per annum over the same time period.お知らせ • Oct 24Discovery Limited, Annual General Meeting, Nov 21, 2024Discovery Limited, Annual General Meeting, Nov 21, 2024. Location: auditorium 1, ground floor, 1 discovery place, sandton, South AfricaRecent Insider Transactions • Oct 15CEO of Vitality UK recently sold €675k worth of stockOn the 10th of October, Neville Koopowitz sold around 75k shares on-market at roughly €9.00 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.2m more than they bought in the last 12 months.Upcoming Dividend • Oct 09Upcoming dividend of R1.52 per shareEligible shareholders must have bought the stock before 16 October 2024. Payment date: 21 October 2024. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).Reported Earnings • Sep 20Full year 2024 earnings released: EPS: R10.83 (vs R7.85 in FY 2023)Full year 2024 results: EPS: R10.83 (up from R7.85 in FY 2023). Revenue: R79.6b (down 9.0% from FY 2023). Net income: R7.26b (up 41% from FY 2023). Profit margin: 9.1% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Insurance industry in Europe are expected to grow by 5.0%.お知らせ • Sep 19Discovery Limited Declares Final Cash Dividend, Payable on 21 October 2024Discovery Limited advised that a final gross cash dividend of 152.00000 cents was declared (121.60000 cents net of dividend withholding tax) per ordinary share, out of income reserves. A dividend withholding tax of 20% will be applicable to all shareholders who are not exempt. Last day of trade to receive a dividend is 15 October 2024. Shares commence trading "ex" dividend is 16 October 2024. Record date is 18 October 2024. Payment date is 21 October 2024.お知らせ • Aug 29Discovery Limited Declares an Interim Gross Cash Dividend for the Period 1 January 2024 to 30 June 2024, Payable on 23 September 2024The directors of Discovery Limited, declared a final gross cash dividend of 585.89041 cents (468.71233 cents net of dividend withholding tax) per B preference share for the period 1 January 2024 to 30 June 2024, payable from the income reserves of the Company. A dividend withholding tax of 20% will be applicable to all shareholders who are not exempt. Shares commence trading "ex" dividend: 18 September 2024; Record date: 20 September 2024; Payment date: 23 September 2024.お知らせ • Aug 07+ 1 more updateDiscovery Limited to Report Fiscal Year 2024 Results on Sep 19, 2024Discovery Limited announced that they will report fiscal year 2024 results on Sep 19, 2024Buy Or Sell Opportunity • Jul 01Now 23% undervaluedOver the last 90 days, the stock has risen 16% to €6.80. The fair value is estimated to be €8.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 40% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.Buy Or Sell Opportunity • Jun 28Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €6.60. The fair value is estimated to be €8.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 40% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Insurance industry in Germany. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.58 per share.Recent Insider Transactions • May 31Founder recently sold €1.5m worth of stockOn the 28th of May, Adrian Gore sold around 250k shares on-market at roughly €5.91 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Adrian's only on-market trade for the last 12 months.業績と収益の成長予測DB:D3H - アナリストの将来予測と過去の財務データ ( )ZAR 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6/30/202868,02314,751N/AN/A16/30/202764,65012,805N/AN/A16/30/202661,45811,605N/AN/A112/31/202591,06710,5945,2257,086N/A9/30/202589,4399,9555,9587,877N/A6/30/202587,8119,3156,6918,667N/A3/31/202584,9178,9985,5207,584N/A12/31/202482,2408,5204,3486,500N/A9/30/202480,8117,9202,4394,617N/A6/30/202479,3827,3205302,733N/A3/31/202477,0406,8444862,785N/A12/31/202374,6986,3674412,837N/A9/30/202372,7336,3761,1763,529N/A6/30/202370,7686,3841,9104,221N/A3/31/202362,9445,8681,2753,398N/A12/31/202255,1195,3526392,575N/A9/30/202261,5305,3871,1983,086N/A6/30/202267,9405,4221,7573,597N/A3/31/202276,1055,0082,9584,789N/A12/31/202183,8004,5934,1585,980N/A9/30/202180,9663,8756,3518,194N/A6/30/202178,1313,1578,54310,407N/A3/31/202174,3311,52910,57412,506N/A12/31/202070,531-9912,60414,604N/A9/30/202067,565-19,32711,335N/A6/30/202064,598976,0498,065N/A3/31/202065,2213,191N/AN/AN/A12/31/201965,8446,2841,4993,640N/A9/30/201962,3516,409N/A2,689N/A6/30/201958,8586,533N/A1,738N/A3/31/201954,2965,908N/AN/AN/A12/31/201849,7335,282N/A-151N/A9/30/201851,2675,467N/A1,632N/A6/30/201852,8005,652N/A3,414N/A3/31/201852,0875,346N/A3,229N/A12/31/201751,3735,039N/A3,044N/A9/30/201748,2914,725N/A1,106N/A6/30/201745,2094,411N/A-832N/A3/31/201744,6154,161N/A-1,257N/A12/31/201644,0213,910N/A-1,682N/A9/30/201643,8723,783N/A-348N/A6/30/201643,7233,655N/A985N/A3/31/201642,4793,707N/A935N/A12/31/201541,2353,758N/A885N/A9/30/201540,2764,619N/A2,150N/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: D3Hの予測収益成長率 (年間12.8% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: D3Hの収益 ( 12.8% ) German市場 ( 15.2% ) よりも低い成長が予測されています。高成長収益: D3H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: D3Hの収益は今後 3 年間で減少すると予想されています (年間-8.8% )。高い収益成長: D3Hの収益は今後 3 年間で減少すると予測されています (年間-8.8% )。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: D3Hの 自己資本利益率 は、3年後には低くなると予測されています ( 16.1 %)。成長企業の発掘7D1Y7D1Y7D1YInsurance 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2026/08/21 12:22終値2026/08/21 00:00収益2025/12/31年間収益2025/06/30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Discovery Limited 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。14 アナリスト機関Adrienne DamantAvior Capital MarketsRobert RiceBarclaysLinda Sun-MattisonBernstein11 その他のアナリストを表示
Buy Or Sell Opportunity • 13hNow 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to €13.40. The fair value is estimated to be €16.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to decline by 27% in 2 years. Earnings are forecast to grow by 30% in the next 2 years.
お知らせ • Jul 10Discovery Limited to Report Fiscal Year 2026 Results on Sep 03, 2026Discovery Limited announced that they will report fiscal year 2026 results on Sep 03, 2026
Recent Insider Transactions • Jul 02Founder recently sold €3.3m worth of stockOn the 29th of June, Adrian Gore sold around 226k shares on-market at roughly €14.61 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Adrian has been a net seller over the last 12 months, reducing personal holdings by €15m.
お知らせ • Feb 26Discovery Limited to Report First Half, 2026 Results on Mar 03, 2026Discovery Limited announced that they will report first half, 2026 results on Mar 03, 2026
お知らせ • Oct 22Discovery Limited, Annual General Meeting, Nov 20, 2025Discovery Limited, Annual General Meeting, Nov 20, 2025. Location: auditorium 1, ground floor, 1 discovery place, sandton South Africa
お知らせ • Mar 04Discovery Limited Declares Interim Gross Cash Dividend, Payable on 31 March 2025Discovery Limited announced an interim gross cash dividend of 87.00000 cents per ordinary share was declared (69.60000 cents net of dividend withholding tax) out of income reserves. A dividend withholding tax of 20% will be applicable to all ordinary shareholders who are not exempt. Shares commence trading "ex" dividend is 26 March 2025. Record date is 28 March 2025. Payment date is 31 March 2025.
お知らせ • Feb 19Discovery Limited to Report First Half, 2025 Results on Mar 04, 2025Discovery Limited announced that they will report first half, 2025 results on Mar 04, 2025
Buy Or Sell Opportunity • Nov 13Now 22% undervaluedOver the last 90 days, the stock has risen 37% to €9.50. The fair value is estimated to be €12.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to decline by 14% per annum. Earnings are forecast to grow by 16% per annum over the same time period.
お知らせ • Oct 24Discovery Limited, Annual General Meeting, Nov 21, 2024Discovery Limited, Annual General Meeting, Nov 21, 2024. Location: auditorium 1, ground floor, 1 discovery place, sandton, South Africa
Recent Insider Transactions • Oct 15CEO of Vitality UK recently sold €675k worth of stockOn the 10th of October, Neville Koopowitz sold around 75k shares on-market at roughly €9.00 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.2m more than they bought in the last 12 months.
Upcoming Dividend • Oct 09Upcoming dividend of R1.52 per shareEligible shareholders must have bought the stock before 16 October 2024. Payment date: 21 October 2024. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
Reported Earnings • Sep 20Full year 2024 earnings released: EPS: R10.83 (vs R7.85 in FY 2023)Full year 2024 results: EPS: R10.83 (up from R7.85 in FY 2023). Revenue: R79.6b (down 9.0% from FY 2023). Net income: R7.26b (up 41% from FY 2023). Profit margin: 9.1% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Insurance industry in Europe are expected to grow by 5.0%.
お知らせ • Sep 19Discovery Limited Declares Final Cash Dividend, Payable on 21 October 2024Discovery Limited advised that a final gross cash dividend of 152.00000 cents was declared (121.60000 cents net of dividend withholding tax) per ordinary share, out of income reserves. A dividend withholding tax of 20% will be applicable to all shareholders who are not exempt. Last day of trade to receive a dividend is 15 October 2024. Shares commence trading "ex" dividend is 16 October 2024. Record date is 18 October 2024. Payment date is 21 October 2024.
お知らせ • Aug 29Discovery Limited Declares an Interim Gross Cash Dividend for the Period 1 January 2024 to 30 June 2024, Payable on 23 September 2024The directors of Discovery Limited, declared a final gross cash dividend of 585.89041 cents (468.71233 cents net of dividend withholding tax) per B preference share for the period 1 January 2024 to 30 June 2024, payable from the income reserves of the Company. A dividend withholding tax of 20% will be applicable to all shareholders who are not exempt. Shares commence trading "ex" dividend: 18 September 2024; Record date: 20 September 2024; Payment date: 23 September 2024.
お知らせ • Aug 07+ 1 more updateDiscovery Limited to Report Fiscal Year 2024 Results on Sep 19, 2024Discovery Limited announced that they will report fiscal year 2024 results on Sep 19, 2024
Buy Or Sell Opportunity • Jul 01Now 23% undervaluedOver the last 90 days, the stock has risen 16% to €6.80. The fair value is estimated to be €8.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 40% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.
Buy Or Sell Opportunity • Jun 28Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €6.60. The fair value is estimated to be €8.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 40% in 2 years. Earnings are forecast to grow by 61% in the next 2 years.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €6.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Insurance industry in Germany. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.58 per share.
Recent Insider Transactions • May 31Founder recently sold €1.5m worth of stockOn the 28th of May, Adrian Gore sold around 250k shares on-market at roughly €5.91 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Adrian's only on-market trade for the last 12 months.