View ValuationStröer SE KGaA 将来の成長Future 基準チェック /36Ströer SE KGaA利益と収益がそれぞれ年間19.3%と5%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36.6% 18.5%なると予測されています。主要情報19.3%収益成長率18.54%EPS成長率Media 収益成長29.3%収益成長率5.0%将来の株主資本利益率36.59%アナリストカバレッジGood最終更新日15 Jun 2026今後の成長に関する最新情報Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.すべての更新を表示Recent updatesDeclared Dividend • May 20Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 25Ströer SE & Co. KGaA announces Annual dividend, payable on June 08, 2026Ströer SE & Co. KGaA announced Annual dividend of EUR 1.8500 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.お知らせ • Jan 22+ 1 more updateStröer Se & Co. KGaA Announces Co-CEO Christian Schmalzl Will Not Be Available for Extension of His Term of Office When His Term Expires in 2028Ströer SE & Co. KGaA announced that Christian Schmalzl, Co-CEO of the general partner of Ströer SE & Co. KGaA, informed Supervisory Board Chairman Christoph Vilanek and his Co-CEO Udo Müller on January 20, 2026, that he will not be available for reappointment when his term expires in summer 2028 for personal reasons related to his life plans. The Chairman of the Supervisory Board and the general partner have decided to initiate a search and selection process for a new member of the Management Board.お知らせ • Nov 27+ 4 more updatesStröer SE & Co. KGaA to Report Q3, 2026 Results on Nov 12, 2026Ströer SE & Co. KGaA announced that they will report Q3, 2026 results on Nov 12, 2026お知らせ • Apr 25Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025, at 10:00 W. Europe Standard Time.お知らせ • Mar 07Ströer SE & Co. KGaA to Report Fiscal Year 2024 Final Results on Mar 24, 2025Ströer SE & Co. KGaA announced that they will report fiscal year 2024 final results on Mar 24, 2025お知らせ • Mar 06+ 3 more updatesStröer SE & Co. KGaA to Report Q3, 2025 Results on Nov 11, 2025Ströer SE & Co. KGaA announced that they will report Q3, 2025 results on Nov 11, 2025Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €55.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Media industry in Germany. Total loss to shareholders of 7.1% over the past three years.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.59 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.59 (up from €0.35 in 2Q 2023). Revenue: €511.5m (up 13% from 2Q 2023). Net income: €32.9m (up 70% from 2Q 2023). Profit margin: 6.4% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Jun 05Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.11. Revenue: €453.4m (up 11% from 1Q 2023). Net income: €6.00m (up €6.69m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 8.1% 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: Minor Risks High level of debt (180% net debt to equity). Dividend is not well covered by earnings (111% payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • Mar 07Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.91b (up 8.0% from FY 2022). Net income: €112.4m (down 22% from FY 2022). Profit margin: 5.9% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany.お知らせ • Mar 02Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024.Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.お知らせ • Nov 14+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2023 Results on Mar 25, 2024Ströer SE & Co. KGaA announced that they will report fiscal year 2023 results on Mar 25, 2024Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €483.6m (up 11% from 3Q 2022). Net income: €27.2m (down 26% from 3Q 2022). Profit margin: 5.6% (down from 8.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany.New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.7% 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: Minor Risks High level of debt (344% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.3% net profit margin).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: €0.35 (vs €0.66 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.66 in 2Q 2022). Revenue: €454.8m (up 7.0% from 2Q 2022). Net income: €19.4m (down 48% from 2Q 2022). Profit margin: 4.3% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 29Upcoming dividend of €1.85 per share at 4.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.4%).Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €409.9m (up 6.5% from 1Q 2022). Net loss: €687.0k (down 107% from profit in 1Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buying Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €66.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to decline by 0.8% in the next 2 years.Reported Earnings • Mar 09Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.77b (up 8.9% from FY 2021). Net income: €151.8m (up 24% from FY 2021). Profit margin: 8.6% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.お知らせ • Nov 29+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2022 Results on Mar 03, 2023Ströer SE & Co. KGaA announced that they will report fiscal year 2022 results on Mar 03, 2023Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: €0.66 (vs €0.23 in 2Q 2021)Second quarter 2022 results: EPS: €0.66 (up from €0.23 in 2Q 2021). Revenue: €425.0m (up 14% from 2Q 2021). Net income: €37.5m (up 183% from 2Q 2021). Profit margin: 8.8% (up from 3.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.5%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.Upcoming Dividend • Jun 16Upcoming dividend of €2.25 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 27 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.5%). Lower than average of industry peers (7.5%).Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €385.0m (up 24% from 1Q 2021). Net income: €10.2m (up €23.1m from 1Q 2021). Profit margin: 2.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany.Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €414.3m (up 17% from 3Q 2020). Net income: €37.4m (up 144% from 3Q 2020). Profit margin: 9.0% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Aug 30Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 08 September 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS €0.23 (vs €0.85 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €374.0m (up 42% from 2Q 2020). Net income: €13.3m (up €61.6m from 2Q 2020). Profit margin: 3.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • May 12First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: €311.9m (down 15% from 1Q 2020). Net loss: €12.7m (down 156% from profit in 1Q 2020).Reported Earnings • Apr 04Full year 2020 earnings released: EPS €0.63 (vs €1.72 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 9.4% from FY 2019). Net income: €35.4m (down 64% from FY 2019). Profit margin: 2.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 23New 90-day low: €69.50The company is down 8.0% from its price of €75.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.34 per share.Is New 90 Day High Low • Dec 11New 90-day high: €78.40The company is up 16% from its price of €67.60 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €93.24 per share.Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.Is New 90 Day High Low • Nov 12New 90-day high: €74.00The company is up 13% from its price of €65.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media 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 €79.02 per share.Upcoming Dividend • Oct 29Upcoming Dividend of €2.00 Per ShareWill be paid on the 9th of November to those who are registered shareholders by the 5th of November. The trailing yield of 3.2% is below the top quartile of German dividend payers (3.9%), and is lower than industry peers (4.0%).業績と収益の成長予測DB:SAX - 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12/31/20282,370210210397712/31/20272,2501832044121012/31/20262,162146158332103/31/20262,095124341436N/A12/31/20252,075126316411N/A9/30/20252,058124311412N/A6/30/20252,062134343438N/A3/31/20252,069138356450N/A12/31/20242,047131359454N/A9/30/20242,027115367462N/A6/30/20242,015108315424N/A3/31/20241,95894273393N/A12/31/20231,91493270401N/A9/30/20231,874105259403N/A6/30/20231,827114241401N/A3/31/20231,797132272432N/A12/31/20221,772143247411N/A9/30/20221,773169279439N/A6/30/20221,751170322456N/A3/31/20221,700145306431N/A12/31/20211,627122320426N/A9/30/20211,55590295383N/A6/30/20211,49666274360N/A3/31/20211,3865252338N/A12/31/20201,44235283380N/A9/30/20201,45523309386N/A6/30/20201,48027327413N/A3/31/20201,609103337428N/A12/31/20191,59197N/A446N/A9/30/20191,518111N/A472N/A6/30/20191,525113N/A441N/A3/31/20191,529106N/A436N/A12/31/20181,508106N/A426N/A9/30/20181,525109N/A358N/A6/30/20181,442105N/A331N/A3/31/20181,331116N/A322N/A12/31/20171,283113N/A252N/A9/30/20171,22886N/A240N/A6/30/20171,18879N/A233N/A3/31/20171,17869N/A215N/A12/31/20161,12366N/A236N/A9/30/20161,03670N/A228N/A6/30/201696367N/A235N/A3/31/201688865N/A217N/A12/31/201582458N/A190N/A9/30/201576542N/A139N/A6/30/201575037N/A131N/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: SAXの予測収益成長率 (年間19.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: SAXの収益 ( 19.3% ) はGerman市場 ( 17% ) 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: SAXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SAXの収益 ( 5% ) 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: SAXの収益 ( 5% ) 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: SAXの 自己資本利益率 は、3年後には高くなると予測されています ( 36.6 %)成長企業の発掘7D1Y7D1Y7D1YMedia 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 08:56終値2026/06/17 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Ströer SE & Co. KGaA 10 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。21 アナリスト機関JULIEN ROCHBarclaysDavide AmorimBerenbergAnna PatriceBerenberg18 その他のアナリストを表示
Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.
Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.
Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.
Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.
Declared Dividend • May 20Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 25Ströer SE & Co. KGaA announces Annual dividend, payable on June 08, 2026Ströer SE & Co. KGaA announced Annual dividend of EUR 1.8500 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
お知らせ • Jan 22+ 1 more updateStröer Se & Co. KGaA Announces Co-CEO Christian Schmalzl Will Not Be Available for Extension of His Term of Office When His Term Expires in 2028Ströer SE & Co. KGaA announced that Christian Schmalzl, Co-CEO of the general partner of Ströer SE & Co. KGaA, informed Supervisory Board Chairman Christoph Vilanek and his Co-CEO Udo Müller on January 20, 2026, that he will not be available for reappointment when his term expires in summer 2028 for personal reasons related to his life plans. The Chairman of the Supervisory Board and the general partner have decided to initiate a search and selection process for a new member of the Management Board.
お知らせ • Nov 27+ 4 more updatesStröer SE & Co. KGaA to Report Q3, 2026 Results on Nov 12, 2026Ströer SE & Co. KGaA announced that they will report Q3, 2026 results on Nov 12, 2026
お知らせ • Apr 25Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Mar 07Ströer SE & Co. KGaA to Report Fiscal Year 2024 Final Results on Mar 24, 2025Ströer SE & Co. KGaA announced that they will report fiscal year 2024 final results on Mar 24, 2025
お知らせ • Mar 06+ 3 more updatesStröer SE & Co. KGaA to Report Q3, 2025 Results on Nov 11, 2025Ströer SE & Co. KGaA announced that they will report Q3, 2025 results on Nov 11, 2025
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €55.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Media industry in Germany. Total loss to shareholders of 7.1% over the past three years.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.59 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.59 (up from €0.35 in 2Q 2023). Revenue: €511.5m (up 13% from 2Q 2023). Net income: €32.9m (up 70% from 2Q 2023). Profit margin: 6.4% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Jun 05Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).
Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.
Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.11. Revenue: €453.4m (up 11% from 1Q 2023). Net income: €6.00m (up €6.69m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 8.1% 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: Minor Risks High level of debt (180% net debt to equity). Dividend is not well covered by earnings (111% payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • Mar 07Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.91b (up 8.0% from FY 2022). Net income: €112.4m (down 22% from FY 2022). Profit margin: 5.9% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany.
お知らせ • Mar 02Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024.
Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.
お知らせ • Nov 14+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2023 Results on Mar 25, 2024Ströer SE & Co. KGaA announced that they will report fiscal year 2023 results on Mar 25, 2024
Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €483.6m (up 11% from 3Q 2022). Net income: €27.2m (down 26% from 3Q 2022). Profit margin: 5.6% (down from 8.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany.
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.7% 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: Minor Risks High level of debt (344% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.3% net profit margin).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: €0.35 (vs €0.66 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.66 in 2Q 2022). Revenue: €454.8m (up 7.0% from 2Q 2022). Net income: €19.4m (down 48% from 2Q 2022). Profit margin: 4.3% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 29Upcoming dividend of €1.85 per share at 4.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.4%).
Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €409.9m (up 6.5% from 1Q 2022). Net loss: €687.0k (down 107% from profit in 1Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buying Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €66.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to decline by 0.8% in the next 2 years.
Reported Earnings • Mar 09Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.77b (up 8.9% from FY 2021). Net income: €151.8m (up 24% from FY 2021). Profit margin: 8.6% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.
お知らせ • Nov 29+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2022 Results on Mar 03, 2023Ströer SE & Co. KGaA announced that they will report fiscal year 2022 results on Mar 03, 2023
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: €0.66 (vs €0.23 in 2Q 2021)Second quarter 2022 results: EPS: €0.66 (up from €0.23 in 2Q 2021). Revenue: €425.0m (up 14% from 2Q 2021). Net income: €37.5m (up 183% from 2Q 2021). Profit margin: 8.8% (up from 3.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.5%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.
Upcoming Dividend • Jun 16Upcoming dividend of €2.25 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 27 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.5%). Lower than average of industry peers (7.5%).
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €385.0m (up 24% from 1Q 2021). Net income: €10.2m (up €23.1m from 1Q 2021). Profit margin: 2.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany.
Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €414.3m (up 17% from 3Q 2020). Net income: €37.4m (up 144% from 3Q 2020). Profit margin: 9.0% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Aug 30Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 08 September 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS €0.23 (vs €0.85 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €374.0m (up 42% from 2Q 2020). Net income: €13.3m (up €61.6m from 2Q 2020). Profit margin: 3.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • May 12First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: €311.9m (down 15% from 1Q 2020). Net loss: €12.7m (down 156% from profit in 1Q 2020).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS €0.63 (vs €1.72 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 9.4% from FY 2019). Net income: €35.4m (down 64% from FY 2019). Profit margin: 2.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 23New 90-day low: €69.50The company is down 8.0% from its price of €75.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.34 per share.
Is New 90 Day High Low • Dec 11New 90-day high: €78.40The company is up 16% from its price of €67.60 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €93.24 per share.
Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.
Is New 90 Day High Low • Nov 12New 90-day high: €74.00The company is up 13% from its price of €65.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media 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 €79.02 per share.
Upcoming Dividend • Oct 29Upcoming Dividend of €2.00 Per ShareWill be paid on the 9th of November to those who are registered shareholders by the 5th of November. The trailing yield of 3.2% is below the top quartile of German dividend payers (3.9%), and is lower than industry peers (4.0%).