View ValuationMayr-Melnhof Karton 将来の成長Future 基準チェック /36Mayr-Melnhof Karton利益と収益がそれぞれ年間27.7%と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7.8% 28%なると予測されています。主要情報27.7%収益成長率28.04%EPS成長率Packaging 収益成長33.7%収益成長率2.0%将来の株主資本利益率7.75%アナリストカバレッジLow最終更新日28 Apr 2026今後の成長に関する最新情報お知らせ • Feb 07Mayr-Melnhof Karton AG Provides Earnings Guidance for the Financial Year 2025Mayr-Melnhof Karton AG provided earnings guidance for the financial year 2025. For the year, the annual valuation of assets in accordance with IFRS for the MM Group has resulted in a projected non-cash asset impairment of EUR 65 – 75 million for the financial year 2025. The impairment impacts the profit for the financial year 2025, which is projected at EUR 74 – 90 million (operating profit in accordance with IFRS EUR 215 – 235 million).すべての更新を表示Recent updatesお知らせ • Mar 18Mayr-Melnhof Karton AG announces Annual dividend, payable on May 13, 2026Mayr-Melnhof Karton AG announced Annual dividend of EUR 2.0000 per share payable on May 13, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.お知らせ • Mar 10Mayr-Melnhof Karton AG to Report Fiscal Year 2025 Final Results on Apr 08, 2026Mayr-Melnhof Karton AG announced that they will report fiscal year 2025 final results on Apr 08, 2026お知らせ • Feb 07Mayr-Melnhof Karton AG Provides Earnings Guidance for the Financial Year 2025Mayr-Melnhof Karton AG provided earnings guidance for the financial year 2025. For the year, the annual valuation of assets in accordance with IFRS for the MM Group has resulted in a projected non-cash asset impairment of EUR 65 – 75 million for the financial year 2025. The impairment impacts the profit for the financial year 2025, which is projected at EUR 74 – 90 million (operating profit in accordance with IFRS EUR 215 – 235 million).お知らせ • Dec 09Mayr-Melnhof Karton AG, Annual General Meeting, Apr 29, 2026Mayr-Melnhof Karton AG, Annual General Meeting, Apr 29, 2026.Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: €7.21 (vs €1.30 in 2Q 2024)Second quarter 2025 results: EPS: €7.21 (up from €1.30 in 2Q 2024). Revenue: €987.4m (down 3.1% from 2Q 2024). Net income: €143.8m (up 454% from 2Q 2024). Profit margin: 15% (up from 2.5% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Aug 22+ 2 more updatesMayr-Melnhof Karton AG to Report First Half, 2026 Results on Aug 20, 2026Mayr-Melnhof Karton AG announced that they will report first half, 2026 results on Aug 20, 2026お知らせ • Jun 03Evergreen Hill Enterprise Pte. Ltd. acquired Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK).Evergreen Hill Enterprise Pte. Ltd. agreed to acquire Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) for an enterprise value of €360 million on December 18, 2024. Tannpapier Gmbh comprises 7 production sites in Austria, China, the Philippines, Turkey, Canada and Germany and a global workforce of around 730 employees, who will join Evergreen Hill Enterprise, Pte. Ltd. For the period ending December 31, 2023, Tannpapier Gmbh reported total revenue of €220 million. The transaction, which is subject to usual completion conditions and regulatory approvals, is expected to be closed in the first quarter of 2025. Jefferies acted as financial advisor to Evergreen Hill in the transaction. Florian Khol and Christoph Schober, Clemens Willvonseder, Stefan Tiefenthaler, Regina Kröll of BINDER GRÖSSWANG Rechtsanwälte GmbH act as legal advisor for Mayr-Melnhof Karton AG. Evergreen Hill Enterprise Pte. Ltd. completed the acquisition of Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) on June 2, 2025. Christian Ritschka of Dorda Brugger Jordis Rechtsanwälte GmbH act as legal advisor for Evergreen Hill Enterprise Pte. Ltd.お知らせ • Mar 20Mayr-Melnhof Karton AG announces Annual dividend, payable on May 14, 2025Mayr-Melnhof Karton AG announced Annual dividend of EUR 1.8000 per share payable on May 14, 2025, ex-date on May 07, 2025 and record date on May 08, 2025.お知らせ • Mar 12Mayr-Melnhof Karton AG to Report Fiscal Year 2024 Final Results on Apr 09, 2025Mayr-Melnhof Karton AG announced that they will report fiscal year 2024 final results at 11:30 AM, Central European Standard Time on Apr 09, 2025お知らせ • Jan 27Mayr-Melnhof Karton AG, Annual General Meeting, Apr 30, 2025Mayr-Melnhof Karton AG, Annual General Meeting, Apr 30, 2025.お知らせ • Dec 20Evergreen Hill Enterprise Pte. Ltd. agreed to acquire Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) for an enterprise value of €360 million.Evergreen Hill Enterprise Pte. Ltd. agreed to acquire Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) for an enterprise value of €360 million on December 18, 2024. Tannpapier Gmbh comprises 7 production sites in Austria, China, the Philippines, Turkey, Canada and Germany and a global workforce of around 730 employees, who will join Evergreen Hill Enterprise, Pte. Ltd. For the period ending December 31, 2023, Tannpapier Gmbh reported total revenue of €220 million. The transaction, which is subject to usual completion conditions and regulatory approvals, is expected to be closed in the first quarter of 2025.New Risk • Nov 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €1.30 (vs €1.41 in 2Q 2023)Second quarter 2024 results: EPS: €1.30 (down from €1.41 in 2Q 2023). Revenue: €1.02b (down 3.8% from 2Q 2023). Net income: €26.0m (down 7.3% from 2Q 2023). Profit margin: 2.5% (in line with 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Aug 22+ 3 more updatesMayr-Melnhof Karton AG to Report Q2, 2025 Results on Aug 21, 2025Mayr-Melnhof Karton AG announced that they will report Q2, 2025 results on Aug 21, 2025Upcoming Dividend • Apr 26Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.5%).New Risk • Apr 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: €0.52 (vs €1.71 in 1Q 2023)First quarter 2024 results: EPS: €0.52 (down from €1.71 in 1Q 2023). Revenue: €1.03b (down 8.7% from 1Q 2023). Net income: €10.9m (down 68% from 1Q 2023). Profit margin: 1.1% (down from 3.1% in 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.Upcoming Dividend • Apr 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).Declared Dividend • Mar 28Dividend of €1.50 announcedShareholders will receive a dividend of €1.50. Ex-date: 30th April 2024 Payment date: 8th May 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 105% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Full year 2023 earnings released: EPS: €4.36 (vs €17.19 in FY 2022)Full year 2023 results: EPS: €4.36 (down from €17.19 in FY 2022). Revenue: €4.16b (down 11% from FY 2022). Net income: €89.1m (down 74% from FY 2022). Profit margin: 2.1% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Mar 07Mayr-Melnhof Karton AG to Report Fiscal Year 2023 Final Results on Apr 03, 2024Mayr-Melnhof Karton AG announced that they will report fiscal year 2023 final results at 8:30 AM, Central European Standard Time on Apr 03, 2024Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: €1.38 (vs €5.43 in 3Q 2022)Third quarter 2023 results: EPS: €1.38 (down from €5.43 in 3Q 2022). Revenue: €1.02b (down 18% from 3Q 2022). Net income: €27.6m (down 75% from 3Q 2022). Profit margin: 2.7% (down from 8.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Aug 11Mayr-Melnhof Karton AG, Annual General Meeting, Apr 24, 2024Mayr-Melnhof Karton AG, Annual General Meeting, Apr 24, 2024.New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 8.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.3% net profit margin).Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €1.41 (vs €6.29 in 2Q 2022)Second quarter 2023 results: EPS: €1.41 (down from €6.29 in 2Q 2022). Revenue: €1.06b (down 8.5% from 2Q 2022). Net income: €29.0m (down 77% from 2Q 2022). Profit margin: 2.7% (down from 11% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Aug 10+ 3 more updatesMayr-Melnhof Karton AG to Report Q4, 2023 Results on Mar 12, 2024Mayr-Melnhof Karton AG announced that they will report Q4, 2023 results on Mar 12, 2024Upcoming Dividend • Apr 26Upcoming dividend of €4.20 per share at 2.9% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.2%).Reported Earnings • Mar 15Full year 2022 earnings released: EPS: €17.19 (vs €9.46 in FY 2021)Full year 2022 results: EPS: €17.19 (up from €9.46 in FY 2021). Revenue: €4.68b (up 53% from FY 2021). Net income: €345.2m (up 83% from FY 2021). Profit margin: 7.4% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: €5.43 (vs €3.30 in 3Q 2021)Third quarter 2022 results: EPS: €5.43 (up from €3.30 in 3Q 2021). Revenue: €1.23b (up 51% from 3Q 2021). Net income: €108.6m (up 65% from 3Q 2021). Profit margin: 8.8% (up from 8.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: €6.28 (vs €0.89 in 2Q 2021)Second quarter 2022 results: EPS: €6.28 (up from €0.89 in 2Q 2021). Revenue: €1.16b (up 79% from 2Q 2021). Net income: €126.9m (up €108.9m from 2Q 2021). Profit margin: 11% (up from 2.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.3%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.お知らせ • Aug 12+ 1 more updateMayr-Melnhof Karton AG to Report Q3, 2023 Results on Nov 07, 2023Mayr-Melnhof Karton AG announced that they will report Q3, 2023 results on Nov 07, 2023Upcoming Dividend • Apr 27Upcoming dividend of €3.50 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (2.9%).Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €9.46 (up from €8.06 in FY 2020). Revenue: €3.07b (up 21% from FY 2020). Net income: €190.7m (up 18% from FY 2020). Profit margin: 6.2% (down from 6.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 22%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS €3.30 (vs €1.55 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €817.6m (up 28% from 3Q 2020). Net income: €66.0m (up 113% from 3Q 2020). Profit margin: 8.1% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS €0.89 (vs €1.98 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €648.3m (up 4.6% from 2Q 2020). Net income: €18.0m (down 55% from 2Q 2020). Profit margin: 2.8% (down from 6.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Reported Earnings • May 19First quarter 2021 earnings released: EPS €2.18 (vs €2.25 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €641.3m (flat on 1Q 2020). Net income: €43.5m (down 3.3% from 1Q 2020). Profit margin: 6.8% (down from 7.0% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 28Upcoming dividend of €3.20 per shareEligible shareholders must have bought the stock before 05 May 2021. Payment date: 12 May 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.6%).Reported Earnings • Apr 10Full year 2020 earnings released: EPS €8.06 (vs €9.49 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.53b (flat on FY 2019). Net income: €161.2m (down 15% from FY 2019). Profit margin: 6.4% (down from 7.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 19Full year 2020 earnings released: EPS €8.06 (vs €9.49 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.53b (flat on FY 2019). Net income: €162.2m (down 14% from FY 2019). Profit margin: 6.4% (down from 7.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 13New 90-day high: €173The company is up 15% from its price of €150 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging 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 €219 per share.Is New 90 Day High Low • Jan 22New 90-day high: €170The company is up 16% from its price of €147 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 Packaging industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €218 per share.Is New 90 Day High Low • Jan 04New 90-day high: €169The company is up 15% from its price of €147 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €224 per share.Is New 90 Day High Low • Dec 11New 90-day high: €155The company is up 1.0% from its price of €154 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €218 per share.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €1.55The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €637.1m (down 1.8% from 3Q 2019). Net income: €31.0m (down 43% from 3Q 2019). Profit margin: 4.9% (down from 8.3% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.お知らせ • Sep 13+ 3 more updatesMayr-Melnhof Karton AG to Report Fiscal Year 2020 Results on Mar 16, 2021Mayr-Melnhof Karton AG announced that they will report fiscal year 2020 results on Mar 16, 2021業績と収益の成長予測DB:MYM - 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12/31/20284,118183151387212/31/20273,986152138375312/31/20263,84011375318212/31/20253,88576-2231N/A9/30/20253,990223135328N/A6/30/20254,06623532212N/A3/31/20254,097118152336N/A12/31/20244,080108295516N/A9/30/20244,03748333627N/A6/30/20244,02761484837N/A3/31/20244,06763350772N/A12/31/20234,16487361786N/A9/30/20234,428120-41371N/A6/30/20234,645201-66312N/A3/31/20234,744299-33318N/A12/31/20224,682344-30300N/A9/30/20224,41337557360N/A6/30/20223,999333-8296N/A3/31/20223,489225-17241N/A12/31/20213,07018921270N/A9/30/20212,73217329260N/A6/30/20212,552138107308N/A3/31/20212,523160132312N/A12/31/20202,528161165318N/A9/30/20202,524160186332N/A6/30/20202,535182181320N/A3/31/20202,548191198340N/A12/31/20192,544190195331N/A9/30/20192,499184N/A295N/A6/30/20192,443172N/A270N/A3/31/20192,388166N/A277N/A12/31/20182,338164N/A250N/A9/30/20182,351168N/A240N/A6/30/20182,357166N/A231N/A3/31/20182,344159N/A210N/A12/31/20172,337155N/A217N/A9/30/20172,308151N/A215N/A6/30/20172,281145N/A221N/A3/31/20172,281151N/A233N/A12/31/20162,273153N/A219N/A9/30/20162,278149N/A231N/A6/30/20162,254155N/A235N/A3/31/20162,224145N/A211N/A12/31/20152,182142N/A207N/A9/30/20152,134141N/A205N/A6/30/20152,124137N/A177N/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: MYMの予測収益成長率 (年間27.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MYMの収益 ( 27.7% ) 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: MYM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: MYMの収益 ( 2% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: MYMの収益 ( 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: MYMの 自己資本利益率 は、3年後には低くなると予測されています ( 7.8 %)。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2026/05/23 11:16終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mayr-Melnhof Karton AG 3 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。9 アナリスト機関Virginia NordbackBerenbergMatthias PfeifenbergerDeutsche BankMichael MarschallingerErste Group Bank AG6 その他のアナリストを表示
お知らせ • Feb 07Mayr-Melnhof Karton AG Provides Earnings Guidance for the Financial Year 2025Mayr-Melnhof Karton AG provided earnings guidance for the financial year 2025. For the year, the annual valuation of assets in accordance with IFRS for the MM Group has resulted in a projected non-cash asset impairment of EUR 65 – 75 million for the financial year 2025. The impairment impacts the profit for the financial year 2025, which is projected at EUR 74 – 90 million (operating profit in accordance with IFRS EUR 215 – 235 million).
お知らせ • Mar 18Mayr-Melnhof Karton AG announces Annual dividend, payable on May 13, 2026Mayr-Melnhof Karton AG announced Annual dividend of EUR 2.0000 per share payable on May 13, 2026, ex-date on May 06, 2026 and record date on May 07, 2026.
お知らせ • Mar 10Mayr-Melnhof Karton AG to Report Fiscal Year 2025 Final Results on Apr 08, 2026Mayr-Melnhof Karton AG announced that they will report fiscal year 2025 final results on Apr 08, 2026
お知らせ • Feb 07Mayr-Melnhof Karton AG Provides Earnings Guidance for the Financial Year 2025Mayr-Melnhof Karton AG provided earnings guidance for the financial year 2025. For the year, the annual valuation of assets in accordance with IFRS for the MM Group has resulted in a projected non-cash asset impairment of EUR 65 – 75 million for the financial year 2025. The impairment impacts the profit for the financial year 2025, which is projected at EUR 74 – 90 million (operating profit in accordance with IFRS EUR 215 – 235 million).
お知らせ • Dec 09Mayr-Melnhof Karton AG, Annual General Meeting, Apr 29, 2026Mayr-Melnhof Karton AG, Annual General Meeting, Apr 29, 2026.
Reported Earnings • Aug 22Second quarter 2025 earnings released: EPS: €7.21 (vs €1.30 in 2Q 2024)Second quarter 2025 results: EPS: €7.21 (up from €1.30 in 2Q 2024). Revenue: €987.4m (down 3.1% from 2Q 2024). Net income: €143.8m (up 454% from 2Q 2024). Profit margin: 15% (up from 2.5% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 22+ 2 more updatesMayr-Melnhof Karton AG to Report First Half, 2026 Results on Aug 20, 2026Mayr-Melnhof Karton AG announced that they will report first half, 2026 results on Aug 20, 2026
お知らせ • Jun 03Evergreen Hill Enterprise Pte. Ltd. acquired Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK).Evergreen Hill Enterprise Pte. Ltd. agreed to acquire Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) for an enterprise value of €360 million on December 18, 2024. Tannpapier Gmbh comprises 7 production sites in Austria, China, the Philippines, Turkey, Canada and Germany and a global workforce of around 730 employees, who will join Evergreen Hill Enterprise, Pte. Ltd. For the period ending December 31, 2023, Tannpapier Gmbh reported total revenue of €220 million. The transaction, which is subject to usual completion conditions and regulatory approvals, is expected to be closed in the first quarter of 2025. Jefferies acted as financial advisor to Evergreen Hill in the transaction. Florian Khol and Christoph Schober, Clemens Willvonseder, Stefan Tiefenthaler, Regina Kröll of BINDER GRÖSSWANG Rechtsanwälte GmbH act as legal advisor for Mayr-Melnhof Karton AG. Evergreen Hill Enterprise Pte. Ltd. completed the acquisition of Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) on June 2, 2025. Christian Ritschka of Dorda Brugger Jordis Rechtsanwälte GmbH act as legal advisor for Evergreen Hill Enterprise Pte. Ltd.
お知らせ • Mar 20Mayr-Melnhof Karton AG announces Annual dividend, payable on May 14, 2025Mayr-Melnhof Karton AG announced Annual dividend of EUR 1.8000 per share payable on May 14, 2025, ex-date on May 07, 2025 and record date on May 08, 2025.
お知らせ • Mar 12Mayr-Melnhof Karton AG to Report Fiscal Year 2024 Final Results on Apr 09, 2025Mayr-Melnhof Karton AG announced that they will report fiscal year 2024 final results at 11:30 AM, Central European Standard Time on Apr 09, 2025
お知らせ • Jan 27Mayr-Melnhof Karton AG, Annual General Meeting, Apr 30, 2025Mayr-Melnhof Karton AG, Annual General Meeting, Apr 30, 2025.
お知らせ • Dec 20Evergreen Hill Enterprise Pte. Ltd. agreed to acquire Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) for an enterprise value of €360 million.Evergreen Hill Enterprise Pte. Ltd. agreed to acquire Tannpapier Gmbh from Mayr-Melnhof Karton AG (WBAG:MMK) for an enterprise value of €360 million on December 18, 2024. Tannpapier Gmbh comprises 7 production sites in Austria, China, the Philippines, Turkey, Canada and Germany and a global workforce of around 730 employees, who will join Evergreen Hill Enterprise, Pte. Ltd. For the period ending December 31, 2023, Tannpapier Gmbh reported total revenue of €220 million. The transaction, which is subject to usual completion conditions and regulatory approvals, is expected to be closed in the first quarter of 2025.
New Risk • Nov 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €1.30 (vs €1.41 in 2Q 2023)Second quarter 2024 results: EPS: €1.30 (down from €1.41 in 2Q 2023). Revenue: €1.02b (down 3.8% from 2Q 2023). Net income: €26.0m (down 7.3% from 2Q 2023). Profit margin: 2.5% (in line with 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 22+ 3 more updatesMayr-Melnhof Karton AG to Report Q2, 2025 Results on Aug 21, 2025Mayr-Melnhof Karton AG announced that they will report Q2, 2025 results on Aug 21, 2025
Upcoming Dividend • Apr 26Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.5%).
New Risk • Apr 24New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: €0.52 (vs €1.71 in 1Q 2023)First quarter 2024 results: EPS: €0.52 (down from €1.71 in 1Q 2023). Revenue: €1.03b (down 8.7% from 1Q 2023). Net income: €10.9m (down 68% from 1Q 2023). Profit margin: 1.1% (down from 3.1% in 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.
Upcoming Dividend • Apr 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).
Declared Dividend • Mar 28Dividend of €1.50 announcedShareholders will receive a dividend of €1.50. Ex-date: 30th April 2024 Payment date: 8th May 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 105% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Full year 2023 earnings released: EPS: €4.36 (vs €17.19 in FY 2022)Full year 2023 results: EPS: €4.36 (down from €17.19 in FY 2022). Revenue: €4.16b (down 11% from FY 2022). Net income: €89.1m (down 74% from FY 2022). Profit margin: 2.1% (down from 7.3% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Mar 07Mayr-Melnhof Karton AG to Report Fiscal Year 2023 Final Results on Apr 03, 2024Mayr-Melnhof Karton AG announced that they will report fiscal year 2023 final results at 8:30 AM, Central European Standard Time on Apr 03, 2024
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: €1.38 (vs €5.43 in 3Q 2022)Third quarter 2023 results: EPS: €1.38 (down from €5.43 in 3Q 2022). Revenue: €1.02b (down 18% from 3Q 2022). Net income: €27.6m (down 75% from 3Q 2022). Profit margin: 2.7% (down from 8.8% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Aug 11Mayr-Melnhof Karton AG, Annual General Meeting, Apr 24, 2024Mayr-Melnhof Karton AG, Annual General Meeting, Apr 24, 2024.
New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 8.3% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.3% net profit margin).
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €1.41 (vs €6.29 in 2Q 2022)Second quarter 2023 results: EPS: €1.41 (down from €6.29 in 2Q 2022). Revenue: €1.06b (down 8.5% from 2Q 2022). Net income: €29.0m (down 77% from 2Q 2022). Profit margin: 2.7% (down from 11% in 2Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Aug 10+ 3 more updatesMayr-Melnhof Karton AG to Report Q4, 2023 Results on Mar 12, 2024Mayr-Melnhof Karton AG announced that they will report Q4, 2023 results on Mar 12, 2024
Upcoming Dividend • Apr 26Upcoming dividend of €4.20 per share at 2.9% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.2%).
Reported Earnings • Mar 15Full year 2022 earnings released: EPS: €17.19 (vs €9.46 in FY 2021)Full year 2022 results: EPS: €17.19 (up from €9.46 in FY 2021). Revenue: €4.68b (up 53% from FY 2021). Net income: €345.2m (up 83% from FY 2021). Profit margin: 7.4% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: €5.43 (vs €3.30 in 3Q 2021)Third quarter 2022 results: EPS: €5.43 (up from €3.30 in 3Q 2021). Revenue: €1.23b (up 51% from 3Q 2021). Net income: €108.6m (up 65% from 3Q 2021). Profit margin: 8.8% (up from 8.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: €6.28 (vs €0.89 in 2Q 2021)Second quarter 2022 results: EPS: €6.28 (up from €0.89 in 2Q 2021). Revenue: €1.16b (up 79% from 2Q 2021). Net income: €126.9m (up €108.9m from 2Q 2021). Profit margin: 11% (up from 2.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.3%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Aug 12+ 1 more updateMayr-Melnhof Karton AG to Report Q3, 2023 Results on Nov 07, 2023Mayr-Melnhof Karton AG announced that they will report Q3, 2023 results on Nov 07, 2023
Upcoming Dividend • Apr 27Upcoming dividend of €3.50 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (2.9%).
Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €9.46 (up from €8.06 in FY 2020). Revenue: €3.07b (up 21% from FY 2020). Net income: €190.7m (up 18% from FY 2020). Profit margin: 6.2% (down from 6.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 22%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS €3.30 (vs €1.55 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €817.6m (up 28% from 3Q 2020). Net income: €66.0m (up 113% from 3Q 2020). Profit margin: 8.1% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS €0.89 (vs €1.98 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €648.3m (up 4.6% from 2Q 2020). Net income: €18.0m (down 55% from 2Q 2020). Profit margin: 2.8% (down from 6.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Reported Earnings • May 19First quarter 2021 earnings released: EPS €2.18 (vs €2.25 in 1Q 2020)The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: €641.3m (flat on 1Q 2020). Net income: €43.5m (down 3.3% from 1Q 2020). Profit margin: 6.8% (down from 7.0% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 28Upcoming dividend of €3.20 per shareEligible shareholders must have bought the stock before 05 May 2021. Payment date: 12 May 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.6%).
Reported Earnings • Apr 10Full year 2020 earnings released: EPS €8.06 (vs €9.49 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.53b (flat on FY 2019). Net income: €161.2m (down 15% from FY 2019). Profit margin: 6.4% (down from 7.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 19Full year 2020 earnings released: EPS €8.06 (vs €9.49 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €2.53b (flat on FY 2019). Net income: €162.2m (down 14% from FY 2019). Profit margin: 6.4% (down from 7.5% in FY 2019). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 13New 90-day high: €173The company is up 15% from its price of €150 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging 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 €219 per share.
Is New 90 Day High Low • Jan 22New 90-day high: €170The company is up 16% from its price of €147 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 Packaging industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €218 per share.
Is New 90 Day High Low • Jan 04New 90-day high: €169The company is up 15% from its price of €147 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €224 per share.
Is New 90 Day High Low • Dec 11New 90-day high: €155The company is up 1.0% from its price of €154 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €218 per share.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €1.55The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €637.1m (down 1.8% from 3Q 2019). Net income: €31.0m (down 43% from 3Q 2019). Profit margin: 4.9% (down from 8.3% in 3Q 2019). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
お知らせ • Sep 13+ 3 more updatesMayr-Melnhof Karton AG to Report Fiscal Year 2020 Results on Mar 16, 2021Mayr-Melnhof Karton AG announced that they will report fiscal year 2020 results on Mar 16, 2021