View ValuationTFF Group 将来の成長Future 基準チェック /36TFF Group利益と収益がそれぞれ年間21.8%と3.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.5% 20.4%なると予測されています。主要情報21.8%収益成長率20.36%EPS成長率Packaging 収益成長33.3%収益成長率3.2%将来の株主資本利益率5.52%アナリストカバレッジLow最終更新日15 Jun 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 updatesお知らせ • Sep 05TFF Group, Annual General Meeting, Oct 24, 2025TFF Group, Annual General Meeting, Oct 24, 2025. Location: saint romain, dijon FranceUpcoming Dividend • Oct 30Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €32.70, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 29% over the past three years.お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 25, 2024TFF Group, Annual General Meeting, Oct 25, 2024. Location: saint romain, dijon FranceReported Earnings • Sep 04Full year 2024 earnings released: EPS: €2.60 (vs €2.44 in FY 2023)Full year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.New Risk • Jan 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to €43.40. The fair value is estimated to be €35.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Jan 13First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Packaging industry in Europe.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €46.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €60.76 per share.Upcoming Dividend • Nov 01Upcoming dividend of €0.60 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).Reported Earnings • Jul 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €439.8m (up 45% from FY 2022). Net income: €52.8m (up 47% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe.Reported Earnings • Jan 23First half 2023 earnings released: EPS: €1.74 (vs €0.71 in 1H 2022)First half 2023 results: EPS: €1.74 (up from €0.71 in 1H 2022). Revenue: €232.6m (up 62% from 1H 2022). Net income: €37.8m (up 145% from 1H 2022). Profit margin: 16% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to €41.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 62% over the past year.お知らせ • Nov 18TFF Group acquired a 51% stake in Goulard Et Fils.TFF Group acquired a 51% stake in Goulard Et Fils on November 17, 2022. Goulard Et Fils generates revenue of around €2 million. Nicolas Goulard will continue to lead Goulard Et Fils and its activity will be consolidated from November 1, 2022. TFF Group completed the acquisition of a 51% stake in Goulard Et Fils on November 17, 2022.Upcoming Dividend • Nov 01Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.2%).Reported Earnings • Jul 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €302.6m (up 16% from FY 2021). Net income: €36.6m (up 83% from FY 2021). Profit margin: 12% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to €30.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €58.80 per share.Reported Earnings • Jan 25First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: €0.71 (up from €0.60 in 1H 2021). Revenue: €143.3m (up 1.3% from 1H 2021). Net income: €15.4m (up 19% from 1H 2021). Profit margin: 11% (up from 9.2% in 1H 2021). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in Germany.Reported Earnings • Jul 16Full year 2021 earnings released: EPS €0.92 (vs €1.23 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €260.9m (down 6.7% from FY 2020). Net income: €20.0m (down 25% from FY 2020). Profit margin: 7.7% (down from 9.5% in FY 2020). The decrease in margin was driven by lower revenue.業績と収益の成長予測DB:5L1 - 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4/30/202838334535454/30/202734725657254/30/2026324165371510/31/2025366231636N/A7/31/202539627-123N/A4/30/202542531-1810N/A1/31/202544435-2012N/A10/31/202446240-2314N/A7/31/202447548-399N/A4/30/202448756-564N/A1/31/202447955-59-1N/A10/31/202347154-62-6N/A7/31/202345654-45-4N/A4/30/202344053-29-2N/A1/31/202341656-168N/A10/31/202239258-317N/A7/31/202234747724N/A4/30/2022303361830N/A1/31/2022283292736N/A10/31/2021263223741N/A7/31/2021262213945N/A4/30/2021261204048N/A1/31/2021263201831N/A10/31/202026521-515N/A7/31/202027224-302N/A4/30/202028027-55-11N/A1/31/202028127-48-5N/A10/31/201928327-370N/A7/31/201927729N/A3N/A4/30/201927231N/A5N/A1/31/201926232N/A8N/A10/31/201825234N/A11N/A7/31/201824932N/A20N/A4/30/201824530N/A29N/A1/31/201824732N/A30N/A10/31/201724833N/A31N/A7/31/201723833N/A27N/A4/30/201722832N/A23N/A1/31/201721331N/A17N/A10/31/201619929N/A11N/A7/31/201619729N/A11N/A4/30/201619529N/A12N/A1/31/201620332N/A15N/A10/31/201521135N/A17N/A7/31/201520835N/A18N/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: 5L1の予測収益成長率 (年間21.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 5L1の収益 ( 21.8% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: 5L1の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 5L1の収益 ( 3.2% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 5L1の収益 ( 3.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5L1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 ( 5.5 %)。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2026/06/17 10:27終値2026/06/17 00:00収益2025/10/31年間収益2025/04/30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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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TFF Group 5 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。10 アナリスト機関Beatrice AllenBerenbergFraser DonlonBerenbergFrancis PrêtreCIC Market Solutions (ESN)7 その他のアナリストを表示
お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 24, 2025TFF Group, Annual General Meeting, Oct 24, 2025. Location: saint romain, dijon France
Upcoming Dividend • Oct 30Upcoming dividend of €0.60 per shareEligible shareholders must have bought the stock before 06 November 2024. Payment date: 08 November 2024. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €32.70, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 29% over the past three years.
お知らせ • Sep 05TFF Group, Annual General Meeting, Oct 25, 2024TFF Group, Annual General Meeting, Oct 25, 2024. Location: saint romain, dijon France
Reported Earnings • Sep 04Full year 2024 earnings released: EPS: €2.60 (vs €2.44 in FY 2023)Full year 2024 results: EPS: €2.60 (up from €2.44 in FY 2023). Revenue: €486.6m (up 11% from FY 2023). Net income: €56.4m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 10Full year 2024 earnings releasedFull year 2024 results: Revenue: €486.6m (up 11% from FY 2023). Net income: €56.5m (up 6.9% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Packaging industry in Europe.
New Risk • Jan 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 30Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to €43.40. The fair value is estimated to be €35.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Jan 13First half 2024 earnings releasedFirst half 2024 results: Revenue: €264.3m (up 14% from 1H 2023). Net income: €39.3m (up 4.1% from 1H 2023). Profit margin: 15% (down from 16% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Packaging industry in Europe.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €46.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €60.76 per share.
Upcoming Dividend • Nov 01Upcoming dividend of €0.60 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).
Reported Earnings • Jul 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €439.8m (up 45% from FY 2022). Net income: €52.8m (up 47% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe.
Reported Earnings • Jan 23First half 2023 earnings released: EPS: €1.74 (vs €0.71 in 1H 2022)First half 2023 results: EPS: €1.74 (up from €0.71 in 1H 2022). Revenue: €232.6m (up 62% from 1H 2022). Net income: €37.8m (up 145% from 1H 2022). Profit margin: 16% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Packaging industry in Europe.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to €41.60, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 62% over the past year.
お知らせ • Nov 18TFF Group acquired a 51% stake in Goulard Et Fils.TFF Group acquired a 51% stake in Goulard Et Fils on November 17, 2022. Goulard Et Fils generates revenue of around €2 million. Nicolas Goulard will continue to lead Goulard Et Fils and its activity will be consolidated from November 1, 2022. TFF Group completed the acquisition of a 51% stake in Goulard Et Fils on November 17, 2022.
Upcoming Dividend • Nov 01Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 08 November 2022. Payment date: 10 November 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.2%).
Reported Earnings • Jul 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €302.6m (up 16% from FY 2021). Net income: €36.6m (up 83% from FY 2021). Profit margin: 12% (up from 7.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 19% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to €30.20, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €58.80 per share.
Reported Earnings • Jan 25First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: €0.71 (up from €0.60 in 1H 2021). Revenue: €143.3m (up 1.3% from 1H 2021). Net income: €15.4m (up 19% from 1H 2021). Profit margin: 11% (up from 9.2% in 1H 2021). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 8.1%, compared to a 12% growth forecast for the industry in Germany.
Reported Earnings • Jul 16Full year 2021 earnings released: EPS €0.92 (vs €1.23 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: €260.9m (down 6.7% from FY 2020). Net income: €20.0m (down 25% from FY 2020). Profit margin: 7.7% (down from 9.5% in FY 2020). The decrease in margin was driven by lower revenue.