View ValuationH&R GmbH KGaA 将来の成長Future 基準チェック /36H&R GmbH KGaAは、88.3%と3.7%でそれぞれ年率88.3%で利益と収益が成長すると予測される一方、EPSはgrowで53.4%年率。主要情報88.3%収益成長率53.36%EPS成長率Chemicals 収益成長26.1%収益成長率3.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日16 Jul 2026今後の成長に関する最新情報Price Target Changed • Jul 16Price target increased by 39% to €6.25Up from €4.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €6.36. Stock is up 28% over the past year. The company is forecast to post earnings per share of €0.89 next year compared to a net loss per share of €1.04 last year.Price Target Changed • Jan 28Price target decreased by 13% to €4.50Down from €5.20, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of €4.23. Stock is up 13% over the past year. The company is forecast to post earnings per share of €0.08 for next year compared to €0.29 last year.Price Target Changed • May 11Price target decreased by 8.8% to €5.20Down from €5.70, the current price target is provided by 1 analyst. New target price is 31% above last closing price of €3.96. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.29 for next year compared to €0.29 last year.Major Estimate Revision • Oct 15Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.52b to €1.35b. EPS estimate fell from €0.39 to €0.25 per share. Net income forecast to grow 29% next year vs 59% growth forecast for Chemicals industry in Germany. Consensus price target up from €5.00 to €5.70. Share price was steady at €3.72 over the past week.Major Estimate Revision • Dec 20Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €1.32b to €1.27b. EPS estimate rose from €0.565 to €0.665. Net income forecast to grow 69% next year vs 16% growth forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price rose 11% to €4.80 over the past week.Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.73 to €1.01. Revenue forecast unchanged at €1.57b. Net income forecast to shrink 48% next year vs 21% decline forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price was steady at €6.56 over the past week.すべての更新を表示Recent updatesPrice Target Changed • Jul 16Price target increased by 39% to €6.25Up from €4.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €6.36. Stock is up 28% over the past year. The company is forecast to post earnings per share of €0.89 next year compared to a net loss per share of €1.04 last year.New Risk • Jul 09New 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 8.2% 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 Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.2% average weekly change).Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.10 (vs €0.05 in 1Q 2025)First quarter 2026 results: EPS: €0.10 (up from €0.05 in 1Q 2025). Revenue: €310.5m (down 10% from 1Q 2025). Net income: €3.90m (up 106% from 1Q 2025). Profit margin: 1.3% (up from 0.5% in 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.お知らせ • Apr 17H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2026H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 06Full year 2025 earnings released: €1.04 loss per share (vs €0.28 profit in FY 2024)Full year 2025 results: €1.04 loss per share (down from €0.28 profit in FY 2024). Revenue: €1.28b (down 4.8% from FY 2024). Net loss: €38.8m (down 465% from profit in FY 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Price Target Changed • Jan 28Price target decreased by 13% to €4.50Down from €5.20, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of €4.23. Stock is up 13% over the past year. The company is forecast to post earnings per share of €0.08 for next year compared to €0.29 last year.お知らせ • Dec 18+ 3 more updatesH&R GmbH & Co. KGaA to Report Q3, 2026 Results on Nov 13, 2026H&R GmbH & Co. KGaA announced that they will report Q3, 2026 results on Nov 13, 2026Reported Earnings • Nov 17Third quarter 2025 earnings released: €0.02 loss per share (vs €0.09 profit in 3Q 2024)Third quarter 2025 results: €0.02 loss per share (down from €0.09 profit in 3Q 2024). Revenue: €320.0m (down 5.3% from 3Q 2024). Net loss: €662.0k (down 119% from profit in 3Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 17Second quarter 2025 earnings released: €0.04 loss per share (vs €0.037 profit in 2Q 2024)Second quarter 2025 results: €0.04 loss per share (down from €0.037 profit in 2Q 2024). Revenue: €319.9m (down 3.6% from 2Q 2024). Net loss: €1.63m (down 226% from profit in 2Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.Upcoming Dividend • May 21Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 28 May 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.9%).分析記事 • May 17There's No Escaping H&R GmbH & Co. KGaA's (ETR:2HRA) Muted Earnings Despite A 33% Share Price RiseH&R GmbH & Co. KGaA ( ETR:2HRA ) shares have continued their recent momentum with a 33% gain in the last month alone...Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: €0.28 (up from €0.28 in FY 2023). Revenue: €1.35b (down 1.1% from FY 2023). Net income: €10.6m (flat on FY 2023). Profit margin: 0.8% (in line with FY 2023). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 61%. Revenue is forecast to stay flat during the next 2 years compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €4.97, the stock trades at a trailing P/E ratio of 17.4x. Average forward P/E is 17x in the Chemicals industry in Germany. Total loss to shareholders of 8.3% over the past three years.Price Target Changed • May 11Price target decreased by 8.8% to €5.20Down from €5.70, the current price target is provided by 1 analyst. New target price is 31% above last closing price of €3.96. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.29 for next year compared to €0.29 last year.お知らせ • Apr 17H&R GmbH & Co. KGaA announces Annual dividend, payable on May 30, 2025H&R GmbH & Co. KGaA announced Annual dividend of EUR 0.1000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.お知らせ • Apr 16H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2025H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 10Full year 2024 earnings released: EPS: €0.29 (vs €0.28 in FY 2023)Full year 2024 results: EPS: €0.29 (up from €0.28 in FY 2023). Revenue: €1.38b (up 1.0% from FY 2023). Net income: €10.6m (flat on FY 2023). Profit margin: 0.8% (in line with FY 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €3.59, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Chemicals industry in Germany. Total loss to shareholders of 35% over the past three years.分析記事 • Mar 17Why Investors Shouldn't Be Surprised By H&R GmbH & Co. KGaA's (ETR:2HRA) 25% Share Price SurgeThe H&R GmbH & Co. KGaA ( ETR:2HRA ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.35, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 33% over the past three years.お知らせ • Dec 13+ 3 more updatesH&R GmbH & Co. KGaA to Report Q3, 2025 Results on Nov 14, 2025H&R GmbH & Co. KGaA announced that they will report Q3, 2025 results on Nov 14, 2025Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.09 (vs €0.20 in 3Q 2023)Third quarter 2024 results: EPS: €0.09 (down from €0.20 in 3Q 2023). Revenue: €348.7m (up 3.4% from 3Q 2023). Net income: €3.52m (down 54% from 3Q 2023). Profit margin: 1.0% (down from 2.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.分析記事 • Oct 16This H&R GmbH & Co. KGaA (ETR:2HRA) Analyst Is Way More Bearish Than They Used To BeToday is shaping up negative for H&R GmbH & Co. KGaA ( ETR:2HRA ) shareholders, with the covering analyst delivering a...Major Estimate Revision • Oct 15Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.52b to €1.35b. EPS estimate fell from €0.39 to €0.25 per share. Net income forecast to grow 29% next year vs 59% growth forecast for Chemicals industry in Germany. Consensus price target up from €5.00 to €5.70. Share price was steady at €3.72 over the past week.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: €0.03 (vs €0.13 in 2Q 2023)Second quarter 2024 results: EPS: €0.03 (down from €0.13 in 2Q 2023). Revenue: €347.5m (flat on 2Q 2023). Net income: €1.30m (down 72% from 2Q 2023). Profit margin: 0.4% (down from 1.3% in 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.14, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Chemicals industry in Germany. Total loss to shareholders of 54% over the past three years.分析記事 • Jul 24Returns On Capital At H&R GmbH KGaA (ETR:2HRA) Have StalledIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • May 22Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 29 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).Reported Earnings • May 17First quarter 2024 earnings released: EPS: €0.04 (vs €0.03 loss in 1Q 2023)First quarter 2024 results: EPS: €0.04 (up from €0.03 loss in 1Q 2023). Revenue: €343.7m (down 1.5% from 1Q 2023). Net income: €1.47m (up €2.42m from 1Q 2023). Profit margin: 0.4% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Apr 26H&R GmbH KGaA (ETR:2HRA) Is Paying Out A Dividend Of €0.10The board of H&R GmbH & Co. KGaA ( ETR:2HRA ) has announced that it will pay a dividend on the 31st of May, with...Reported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.28 (down from €1.15 in FY 2022). Revenue: €1.35b (down 15% from FY 2022). Net income: €10.6m (down 75% from FY 2022). Profit margin: 0.8% (down from 2.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 30Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 29th May 2024 Payment date: 31st May 2024 Dividend yield will be 2.1%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 53% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 21+ 4 more updatesH&R GmbH & Co. KGaA to Report Q2, 2024 Results on Aug 14, 2024H&R GmbH & Co. KGaA announced that they will report Q2, 2024 results on Aug 14, 2024分析記事 • Dec 21Why H&R GmbH & Co. KGaA (ETR:2HRA) Could Be Worth WatchingH&R GmbH & Co. KGaA ( ETR:2HRA ), is not the largest company out there, but it saw a double-digit share price rise of...Major Estimate Revision • Dec 20Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €1.32b to €1.27b. EPS estimate rose from €0.565 to €0.665. Net income forecast to grow 69% next year vs 16% growth forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price rose 11% to €4.80 over the past week.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: €0.13 (vs €0.58 in 2Q 2022)Second quarter 2023 results: EPS: €0.13 (down from €0.58 in 2Q 2022). Revenue: €358.1m (down 19% from 2Q 2022). Net income: €4.69m (down 78% from 2Q 2022). Profit margin: 1.3% (down from 4.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 17Upcoming dividend of €0.10 per share at 1.9% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.6%).分析記事 • Apr 29Is H&R GmbH KGaA (ETR:2HRA) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €5.12, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 24% over the past three years.Buying Opportunity • Apr 26Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be €7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 13% in 2 years. Earnings is forecast to decline by 64% in the next 2 years.Buying Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.5%. The fair value is estimated to be €7.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 12% in 2 years. Earnings is forecast to decline by 64% in the next 2 years.Reported Earnings • Apr 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €1.15 (down from €1.35 in FY 2021). Revenue: €1.58b (up 32% from FY 2021). Net income: €42.7m (down 15% from FY 2021). Profit margin: 2.7% (down from 4.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is expected to decline by 6.7% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be €7.57, 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 92%. Revenue is forecast to decline by 9.5% in 2 years. Earnings is forecast to decline by 65% in the next 2 years.Buying Opportunity • Feb 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €7.63, 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 92%. Revenue is forecast to decline by 9.5% in 2 years. Earnings is forecast to decline by 65% in the next 2 years.Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be €7.66, 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 92%. Revenue is forecast to decline by 9.5% in 2 years. Earnings is forecast to decline by 65% in the next 2 years.お知らせ • Dec 21+ 4 more updatesH&R GmbH & Co. KGaA to Report Q2, 2023 Results on Aug 18, 2023H&R GmbH & Co. KGaA announced that they will report Q2, 2023 results on Aug 18, 2023Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.73 to €1.01. Revenue forecast unchanged at €1.57b. Net income forecast to shrink 48% next year vs 21% decline forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price was steady at €6.56 over the past week.Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: €0.58 (vs €0.64 in 2Q 2021)Second quarter 2022 results: EPS: €0.58 (down from €0.64 in 2Q 2021). Revenue: €453.6m (up 43% from 2Q 2021). Net income: €21.6m (down 8.8% from 2Q 2021). Profit margin: 4.8% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 2.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 09H&R GmbH KGaA (ETR:2HRA) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Major Estimate Revision • Jul 27Consensus EPS estimates increase by 59%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €1.54b to €1.57b. EPS estimate increased from €0.46 to €0.73 per share. Net income forecast to shrink 54% next year vs 4.5% decline forecast for Chemicals industry in Germany. Consensus price target of €7.25 unchanged from last update. Share price rose 6.0% to €6.40 over the past week.分析記事 • Jul 19These 4 Measures Indicate That H&R GmbH KGaA (ETR:2HRA) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • May 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.39b to €1.54b. EPS estimate fell from €0.48 to €0.46. Net income forecast to shrink 71% next year vs 3.2% decline forecast for Chemicals industry in Germany. Consensus price target of €7.25 unchanged from last update. Share price fell 2.4% to €5.64 over the past week.Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: €0.22 (up from €0.19 in 1Q 2021). Revenue: €368.8m (up 53% from 1Q 2021). Net income: €8.09m (up 12% from 1Q 2021). Profit margin: 2.2% (down from 3.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 6.7%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to €7.25Down from €8.25, the current price target is provided by 1 analyst. New target price is 25% above last closing price of €5.82. Stock is down 21% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €1.35 last year.Major Estimate Revision • Apr 08Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.21b to €1.39b. EPS estimate fell from €0.51 to €0.48. Net income forecast to shrink 65% next year vs 4.3% decline forecast for Chemicals industry in Germany. Consensus price target down from €8.50 to €7.25. Share price fell 5.3% to €5.70 over the past week.Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: €1.35 (up from €0.24 loss in FY 2020). Revenue: €1.19b (up 35% from FY 2020). Net income: €50.2m (up €59.2m from FY 2020). Profit margin: 4.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Mar 22H&R GmbH KGaA (ETR:2HRA) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €5.84, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 18% over the past three years.分析記事 • Feb 22What Does H&R GmbH & Co. KGaA's (ETR:2HRA) Share Price Indicate?H&R GmbH & Co. KGaA ( ETR:2HRA ), is not the largest company out there, but it received a lot of attention from a...Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €6.76, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 4.0% over the past three years.分析記事 • Nov 27H&R GmbH KGaA (ETR:2HRA) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS €0.43 (vs €0.03 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €325.2m (up 56% from 3Q 2020). Net income: €16.0m (up €17.3m from 3Q 2020). Profit margin: 4.9% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.Major Estimate Revision • Jul 23Consensus revenue estimates increase to €1.16bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from €1.01b to €1.16b. EPS estimate increased from €0.27 to €1.30 per share. Net income forecast to grow 1,239% next year vs 16% growth forecast for Chemicals industry in Germany. Consensus price target up from €8.50 to €11.00. Share price rose 11% to €9.34 over the past week.分析記事 • Jul 22Is H&R GmbH KGaA (ETR:2HRA) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 26The Returns On Capital At H&R GmbH KGaA (ETR:2HRA) Don't Inspire ConfidenceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Reported Earnings • May 17First quarter 2021 earnings released: EPS €0.19 (vs €0.13 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €248.5m (down 4.2% from 1Q 2020). Net income: €7.24m (up €12.0m from 1Q 2020). Profit margin: 2.9% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.分析記事 • Apr 29H&R GmbH & Co. KGaA (ETR:2HRA) Shares Could Be 40% Below Their Intrinsic Value EstimateDoes the April share price for H&R GmbH & Co. KGaA ( ETR:2HRA ) reflect what it's really worth? Today, we will estimate...Reported Earnings • Apr 24Full year 2020 earnings released: €0.24 loss per share (vs €0.037 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: €878.5m (down 19% from FY 2019). Net loss: €9.02m (loss widened €7.65m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.分析記事 • Mar 28H&R GmbH KGaA (ETR:2HRA) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 04H&R GmbH KGaA's (ETR:2HRA) Shareholders Are Down 57% On Their SharesIt is a pleasure to report that the H&R GmbH & Co. KGaA ( ETR:2HRA ) is up 37% in the last quarter. But that is small...Price Target Changed • Feb 03Price target raised to €6.65Up from €5.90, the current price target is an average from 2 analysts. The new target price is 9.4% above the current share price of €6.08. As of last close, the stock is up 16% over the past year.Is New 90 Day High Low • Jan 21New 90-day high: €6.10The company is up 30% from its price of €4.71 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.12 per share.Is New 90 Day High Low • Jan 05New 90-day high: €5.75The company is up 14% from its price of €5.03 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.10 per share.分析記事 • Dec 13H&R GmbH KGaA (ETR:2HRA) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Nov 27New 90-day high: €5.70The company is up 9.0% from its price of €5.22 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.38 per share.Analyst Estimate Surprise Post Earnings • Nov 17Revenue and earnings miss expectationsRevenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 5.7%, compared to a 3.6% growth forecast for the Chemicals industry in Germany.Reported Earnings • Nov 17Third quarter 2020 earnings released: €0.03 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: €213.3m (down 22% from 3Q 2019). Net loss: €1.21m (loss narrowed 80% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Oct 15New 90-day low: €4.84The company is down 19% from its price of €5.97 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.46 per share.お知らせ • Oct 05H&R Wasag AG to Report Fiscal Year 2009 Results on 03/30/2010H&R Wasag AG announced that they will report fiscal year 2009 results on 03/30/2010Is New 90 Day High Low • Sep 26New 90-day low: €5.14The company is down 1.0% from its price of €5.21 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.44 per share.業績と収益の成長予測XTRA:2HRA - 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12/31/20281,36313-471212/31/20271,33311-666212/31/20261,3319-165423/31/20261,207-3765125N/A12/31/20251,253-393392N/A9/30/20251,2984565N/A6/30/20251,32683789N/A3/31/20251,35711-451N/A12/31/20241,348101570N/A9/30/20241,34062271N/A6/30/20241,339101968N/A3/31/20241,344132982N/A12/31/20231,3631161119N/A9/30/20231,3971483149N/A6/30/20231,478172196N/A3/31/20231,579341891N/A12/31/20221,58543-3238N/A9/30/20221,54043-4615N/A6/30/20221,44149-1635N/A3/31/20221,31451-1737N/A12/31/20211,19350-1237N/A9/30/20211,10753-1629N/A6/30/202199536-1622N/A3/31/202186033253N/A12/31/2020879-92260N/A9/30/2020906-201169N/A6/30/2020973-251384N/A3/31/20201,054-11-2755N/A12/31/20191,081-1N/A96N/A9/30/20191,1125N/A85N/A6/30/20191,12017N/A90N/A3/31/20191,13617N/A70N/A12/31/20181,12122N/A23N/A9/30/20181,08018N/A11N/A6/30/20181,05426N/A21N/A3/31/20181,03532N/A44N/A12/31/20171,03132N/A46N/A9/30/20171,02835N/A53N/A6/30/20171,01133N/A41N/A3/31/201798835N/A51N/A12/31/201694838N/A75N/A9/30/201692835N/A90N/A6/30/201692835N/A81N/A3/31/201695336N/A84N/A12/31/201598827N/A56N/A9/30/20151,02316N/A52N/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: 2HRA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 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: 2HRA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: 2HRA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: 2HRAの収益 ( 3.7% ) German市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: 2HRAの収益 ( 3.7% ) 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: 2HRAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/07/19 07:36終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク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H&R GmbH & Co. KGaA 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。7 アナリスト機関Volker BosseBaader Helvea Equity ResearchAlexandra RocheBerenbergJesko Mayer-WegelinHSBC4 その他のアナリストを表示
Price Target Changed • Jul 16Price target increased by 39% to €6.25Up from €4.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €6.36. Stock is up 28% over the past year. The company is forecast to post earnings per share of €0.89 next year compared to a net loss per share of €1.04 last year.
Price Target Changed • Jan 28Price target decreased by 13% to €4.50Down from €5.20, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of €4.23. Stock is up 13% over the past year. The company is forecast to post earnings per share of €0.08 for next year compared to €0.29 last year.
Price Target Changed • May 11Price target decreased by 8.8% to €5.20Down from €5.70, the current price target is provided by 1 analyst. New target price is 31% above last closing price of €3.96. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.29 for next year compared to €0.29 last year.
Major Estimate Revision • Oct 15Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.52b to €1.35b. EPS estimate fell from €0.39 to €0.25 per share. Net income forecast to grow 29% next year vs 59% growth forecast for Chemicals industry in Germany. Consensus price target up from €5.00 to €5.70. Share price was steady at €3.72 over the past week.
Major Estimate Revision • Dec 20Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €1.32b to €1.27b. EPS estimate rose from €0.565 to €0.665. Net income forecast to grow 69% next year vs 16% growth forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price rose 11% to €4.80 over the past week.
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.73 to €1.01. Revenue forecast unchanged at €1.57b. Net income forecast to shrink 48% next year vs 21% decline forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price was steady at €6.56 over the past week.
Price Target Changed • Jul 16Price target increased by 39% to €6.25Up from €4.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of €6.36. Stock is up 28% over the past year. The company is forecast to post earnings per share of €0.89 next year compared to a net loss per share of €1.04 last year.
New Risk • Jul 09New 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 8.2% 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 Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (8.2% average weekly change).
Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.10 (vs €0.05 in 1Q 2025)First quarter 2026 results: EPS: €0.10 (up from €0.05 in 1Q 2025). Revenue: €310.5m (down 10% from 1Q 2025). Net income: €3.90m (up 106% from 1Q 2025). Profit margin: 1.3% (up from 0.5% in 1Q 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 17H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2026H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 06Full year 2025 earnings released: €1.04 loss per share (vs €0.28 profit in FY 2024)Full year 2025 results: €1.04 loss per share (down from €0.28 profit in FY 2024). Revenue: €1.28b (down 4.8% from FY 2024). Net loss: €38.8m (down 465% from profit in FY 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jan 28Price target decreased by 13% to €4.50Down from €5.20, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of €4.23. Stock is up 13% over the past year. The company is forecast to post earnings per share of €0.08 for next year compared to €0.29 last year.
お知らせ • Dec 18+ 3 more updatesH&R GmbH & Co. KGaA to Report Q3, 2026 Results on Nov 13, 2026H&R GmbH & Co. KGaA announced that they will report Q3, 2026 results on Nov 13, 2026
Reported Earnings • Nov 17Third quarter 2025 earnings released: €0.02 loss per share (vs €0.09 profit in 3Q 2024)Third quarter 2025 results: €0.02 loss per share (down from €0.09 profit in 3Q 2024). Revenue: €320.0m (down 5.3% from 3Q 2024). Net loss: €662.0k (down 119% from profit in 3Q 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 17Second quarter 2025 earnings released: €0.04 loss per share (vs €0.037 profit in 2Q 2024)Second quarter 2025 results: €0.04 loss per share (down from €0.037 profit in 2Q 2024). Revenue: €319.9m (down 3.6% from 2Q 2024). Net loss: €1.63m (down 226% from profit in 2Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • May 21Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 28 May 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.9%).
分析記事 • May 17There's No Escaping H&R GmbH & Co. KGaA's (ETR:2HRA) Muted Earnings Despite A 33% Share Price RiseH&R GmbH & Co. KGaA ( ETR:2HRA ) shares have continued their recent momentum with a 33% gain in the last month alone...
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: €0.28 (up from €0.28 in FY 2023). Revenue: €1.35b (down 1.1% from FY 2023). Net income: €10.6m (flat on FY 2023). Profit margin: 0.8% (in line with FY 2023). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 61%. Revenue is forecast to stay flat during the next 2 years compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €4.97, the stock trades at a trailing P/E ratio of 17.4x. Average forward P/E is 17x in the Chemicals industry in Germany. Total loss to shareholders of 8.3% over the past three years.
Price Target Changed • May 11Price target decreased by 8.8% to €5.20Down from €5.70, the current price target is provided by 1 analyst. New target price is 31% above last closing price of €3.96. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.29 for next year compared to €0.29 last year.
お知らせ • Apr 17H&R GmbH & Co. KGaA announces Annual dividend, payable on May 30, 2025H&R GmbH & Co. KGaA announced Annual dividend of EUR 0.1000 per share payable on May 30, 2025, ex-date on May 28, 2025 and record date on May 29, 2025.
お知らせ • Apr 16H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2025H&R GmbH & Co. KGaA, Annual General Meeting, May 27, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 10Full year 2024 earnings released: EPS: €0.29 (vs €0.28 in FY 2023)Full year 2024 results: EPS: €0.29 (up from €0.28 in FY 2023). Revenue: €1.38b (up 1.0% from FY 2023). Net income: €10.6m (flat on FY 2023). Profit margin: 0.8% (in line with FY 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €3.59, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Chemicals industry in Germany. Total loss to shareholders of 35% over the past three years.
分析記事 • Mar 17Why Investors Shouldn't Be Surprised By H&R GmbH & Co. KGaA's (ETR:2HRA) 25% Share Price SurgeThe H&R GmbH & Co. KGaA ( ETR:2HRA ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.35, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Chemicals industry in Germany. Total loss to shareholders of 33% over the past three years.
お知らせ • Dec 13+ 3 more updatesH&R GmbH & Co. KGaA to Report Q3, 2025 Results on Nov 14, 2025H&R GmbH & Co. KGaA announced that they will report Q3, 2025 results on Nov 14, 2025
Reported Earnings • Nov 17Third quarter 2024 earnings released: EPS: €0.09 (vs €0.20 in 3Q 2023)Third quarter 2024 results: EPS: €0.09 (down from €0.20 in 3Q 2023). Revenue: €348.7m (up 3.4% from 3Q 2023). Net income: €3.52m (down 54% from 3Q 2023). Profit margin: 1.0% (down from 2.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 16This H&R GmbH & Co. KGaA (ETR:2HRA) Analyst Is Way More Bearish Than They Used To BeToday is shaping up negative for H&R GmbH & Co. KGaA ( ETR:2HRA ) shareholders, with the covering analyst delivering a...
Major Estimate Revision • Oct 15Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.52b to €1.35b. EPS estimate fell from €0.39 to €0.25 per share. Net income forecast to grow 29% next year vs 59% growth forecast for Chemicals industry in Germany. Consensus price target up from €5.00 to €5.70. Share price was steady at €3.72 over the past week.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: €0.03 (vs €0.13 in 2Q 2023)Second quarter 2024 results: EPS: €0.03 (down from €0.13 in 2Q 2023). Revenue: €347.5m (flat on 2Q 2023). Net income: €1.30m (down 72% from 2Q 2023). Profit margin: 0.4% (down from 1.3% in 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.14, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Chemicals industry in Germany. Total loss to shareholders of 54% over the past three years.
分析記事 • Jul 24Returns On Capital At H&R GmbH KGaA (ETR:2HRA) Have StalledIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • May 22Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 29 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.0%).
Reported Earnings • May 17First quarter 2024 earnings released: EPS: €0.04 (vs €0.03 loss in 1Q 2023)First quarter 2024 results: EPS: €0.04 (up from €0.03 loss in 1Q 2023). Revenue: €343.7m (down 1.5% from 1Q 2023). Net income: €1.47m (up €2.42m from 1Q 2023). Profit margin: 0.4% (up from net loss in 1Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 26H&R GmbH KGaA (ETR:2HRA) Is Paying Out A Dividend Of €0.10The board of H&R GmbH & Co. KGaA ( ETR:2HRA ) has announced that it will pay a dividend on the 31st of May, with...
Reported Earnings • Mar 30Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.28 (down from €1.15 in FY 2022). Revenue: €1.35b (down 15% from FY 2022). Net income: €10.6m (down 75% from FY 2022). Profit margin: 0.8% (down from 2.7% in FY 2022). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 30Dividend of €0.10 announcedDividend of €0.10 is the same as last year. Ex-date: 29th May 2024 Payment date: 31st May 2024 Dividend yield will be 2.1%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 53% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 21+ 4 more updatesH&R GmbH & Co. KGaA to Report Q2, 2024 Results on Aug 14, 2024H&R GmbH & Co. KGaA announced that they will report Q2, 2024 results on Aug 14, 2024
分析記事 • Dec 21Why H&R GmbH & Co. KGaA (ETR:2HRA) Could Be Worth WatchingH&R GmbH & Co. KGaA ( ETR:2HRA ), is not the largest company out there, but it saw a double-digit share price rise of...
Major Estimate Revision • Dec 20Consensus EPS estimates increase by 18%, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from €1.32b to €1.27b. EPS estimate rose from €0.565 to €0.665. Net income forecast to grow 69% next year vs 16% growth forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price rose 11% to €4.80 over the past week.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: €0.13 (vs €0.58 in 2Q 2022)Second quarter 2023 results: EPS: €0.13 (down from €0.58 in 2Q 2022). Revenue: €358.1m (down 19% from 2Q 2022). Net income: €4.69m (down 78% from 2Q 2022). Profit margin: 1.3% (down from 4.9% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 17Upcoming dividend of €0.10 per share at 1.9% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.6%).
分析記事 • Apr 29Is H&R GmbH KGaA (ETR:2HRA) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €5.12, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in Germany. Total returns to shareholders of 24% over the past three years.
Buying Opportunity • Apr 26Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be €7.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 13% in 2 years. Earnings is forecast to decline by 64% in the next 2 years.
Buying Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.5%. The fair value is estimated to be €7.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 12% in 2 years. Earnings is forecast to decline by 64% in the next 2 years.
Reported Earnings • Apr 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €1.15 (down from €1.35 in FY 2021). Revenue: €1.58b (up 32% from FY 2021). Net income: €42.7m (down 15% from FY 2021). Profit margin: 2.7% (down from 4.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is expected to decline by 6.7% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 01Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.9%. The fair value is estimated to be €7.57, 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 92%. Revenue is forecast to decline by 9.5% in 2 years. Earnings is forecast to decline by 65% in the next 2 years.
Buying Opportunity • Feb 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.3%. The fair value is estimated to be €7.63, 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 92%. Revenue is forecast to decline by 9.5% in 2 years. Earnings is forecast to decline by 65% in the next 2 years.
Buying Opportunity • Jan 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.2%. The fair value is estimated to be €7.66, 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 92%. Revenue is forecast to decline by 9.5% in 2 years. Earnings is forecast to decline by 65% in the next 2 years.
お知らせ • Dec 21+ 4 more updatesH&R GmbH & Co. KGaA to Report Q2, 2023 Results on Aug 18, 2023H&R GmbH & Co. KGaA announced that they will report Q2, 2023 results on Aug 18, 2023
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.73 to €1.01. Revenue forecast unchanged at €1.57b. Net income forecast to shrink 48% next year vs 21% decline forecast for Chemicals industry in Germany. Consensus price target of €6.50 unchanged from last update. Share price was steady at €6.56 over the past week.
Reported Earnings • Aug 17Second quarter 2022 earnings released: EPS: €0.58 (vs €0.64 in 2Q 2021)Second quarter 2022 results: EPS: €0.58 (down from €0.64 in 2Q 2021). Revenue: €453.6m (up 43% from 2Q 2021). Net income: €21.6m (down 8.8% from 2Q 2021). Profit margin: 4.8% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 2.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 09H&R GmbH KGaA (ETR:2HRA) Has More To Do To Multiply In Value Going ForwardTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Major Estimate Revision • Jul 27Consensus EPS estimates increase by 59%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €1.54b to €1.57b. EPS estimate increased from €0.46 to €0.73 per share. Net income forecast to shrink 54% next year vs 4.5% decline forecast for Chemicals industry in Germany. Consensus price target of €7.25 unchanged from last update. Share price rose 6.0% to €6.40 over the past week.
分析記事 • Jul 19These 4 Measures Indicate That H&R GmbH KGaA (ETR:2HRA) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • May 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.39b to €1.54b. EPS estimate fell from €0.48 to €0.46. Net income forecast to shrink 71% next year vs 3.2% decline forecast for Chemicals industry in Germany. Consensus price target of €7.25 unchanged from last update. Share price fell 2.4% to €5.64 over the past week.
Reported Earnings • May 16First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: €0.22 (up from €0.19 in 1Q 2021). Revenue: €368.8m (up 53% from 1Q 2021). Net income: €8.09m (up 12% from 1Q 2021). Profit margin: 2.2% (down from 3.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 6.7%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to €7.25Down from €8.25, the current price target is provided by 1 analyst. New target price is 25% above last closing price of €5.82. Stock is down 21% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €1.35 last year.
Major Estimate Revision • Apr 08Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €1.21b to €1.39b. EPS estimate fell from €0.51 to €0.48. Net income forecast to shrink 65% next year vs 4.3% decline forecast for Chemicals industry in Germany. Consensus price target down from €8.50 to €7.25. Share price fell 5.3% to €5.70 over the past week.
Reported Earnings • Apr 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: €1.35 (up from €0.24 loss in FY 2020). Revenue: €1.19b (up 35% from FY 2020). Net income: €50.2m (up €59.2m from FY 2020). Profit margin: 4.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 3.8%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Mar 22H&R GmbH KGaA (ETR:2HRA) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €5.84, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 18% over the past three years.
分析記事 • Feb 22What Does H&R GmbH & Co. KGaA's (ETR:2HRA) Share Price Indicate?H&R GmbH & Co. KGaA ( ETR:2HRA ), is not the largest company out there, but it received a lot of attention from a...
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €6.76, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 4.0% over the past three years.
分析記事 • Nov 27H&R GmbH KGaA (ETR:2HRA) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS €0.43 (vs €0.03 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €325.2m (up 56% from 3Q 2020). Net income: €16.0m (up €17.3m from 3Q 2020). Profit margin: 4.9% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
Major Estimate Revision • Jul 23Consensus revenue estimates increase to €1.16bThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from €1.01b to €1.16b. EPS estimate increased from €0.27 to €1.30 per share. Net income forecast to grow 1,239% next year vs 16% growth forecast for Chemicals industry in Germany. Consensus price target up from €8.50 to €11.00. Share price rose 11% to €9.34 over the past week.
分析記事 • Jul 22Is H&R GmbH KGaA (ETR:2HRA) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 26The Returns On Capital At H&R GmbH KGaA (ETR:2HRA) Don't Inspire ConfidenceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Reported Earnings • May 17First quarter 2021 earnings released: EPS €0.19 (vs €0.13 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €248.5m (down 4.2% from 1Q 2020). Net income: €7.24m (up €12.0m from 1Q 2020). Profit margin: 2.9% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 29H&R GmbH & Co. KGaA (ETR:2HRA) Shares Could Be 40% Below Their Intrinsic Value EstimateDoes the April share price for H&R GmbH & Co. KGaA ( ETR:2HRA ) reflect what it's really worth? Today, we will estimate...
Reported Earnings • Apr 24Full year 2020 earnings released: €0.24 loss per share (vs €0.037 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: €878.5m (down 19% from FY 2019). Net loss: €9.02m (loss widened €7.65m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 28H&R GmbH KGaA (ETR:2HRA) Has Debt But No Earnings; Should You Worry?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 04H&R GmbH KGaA's (ETR:2HRA) Shareholders Are Down 57% On Their SharesIt is a pleasure to report that the H&R GmbH & Co. KGaA ( ETR:2HRA ) is up 37% in the last quarter. But that is small...
Price Target Changed • Feb 03Price target raised to €6.65Up from €5.90, the current price target is an average from 2 analysts. The new target price is 9.4% above the current share price of €6.08. As of last close, the stock is up 16% over the past year.
Is New 90 Day High Low • Jan 21New 90-day high: €6.10The company is up 30% from its price of €4.71 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.12 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €5.75The company is up 14% from its price of €5.03 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.10 per share.
分析記事 • Dec 13H&R GmbH KGaA (ETR:2HRA) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Nov 27New 90-day high: €5.70The company is up 9.0% from its price of €5.22 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.38 per share.
Analyst Estimate Surprise Post Earnings • Nov 17Revenue and earnings miss expectationsRevenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 5.7%, compared to a 3.6% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Nov 17Third quarter 2020 earnings released: €0.03 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: €213.3m (down 22% from 3Q 2019). Net loss: €1.21m (loss narrowed 80% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 98% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Oct 15New 90-day low: €4.84The company is down 19% from its price of €5.97 on 17 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.46 per share.
お知らせ • Oct 05H&R Wasag AG to Report Fiscal Year 2009 Results on 03/30/2010H&R Wasag AG announced that they will report fiscal year 2009 results on 03/30/2010
Is New 90 Day High Low • Sep 26New 90-day low: €5.14The company is down 1.0% from its price of €5.21 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.44 per share.