View ValuationBeter Bed Holding 将来の成長Future 基準チェック /36Beter Bed Holding収益と収益がそれぞれ年間15.3%と4.7%増加すると予測されています。主要情報15.3%収益成長率n/aEPS成長率Specialty Retail 収益成長29.2%収益成長率4.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日21 Jul 2023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 updatesReported Earnings • Jul 26First half 2023 earnings released: EPS: €0.17 (vs €0.08 in 1H 2022)First half 2023 results: EPS: €0.17 (up from €0.08 in 1H 2022). Revenue: €118.4m (up 5.4% from 1H 2022). Net income: €4.55m (up 110% from 1H 2022). Profit margin: 3.8% (up from 1.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 5.9% 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 Share price has been highly volatile over the past 3 months (27% average weekly change). Minor Risks 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 (2.3% net profit margin).New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 27% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (27% average weekly change). Minor Risks 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 (2.3% net profit margin).お知らせ • Jul 11Torqx Capital Partners agreed to acquire Beter Bed Holding N.V. (ENXTAM : BBED) for approximately €170 million.Torqx Capital Partners agreed to acquire Beter Bed Holding N.V. (ENXTAM : BBED) for approximately €170 million on July 10, 2023. Under the terms, consideration will be paid in cash for €6.10 per share. BBH’s Boards fully and unanimously support the Offer and the transactions. Torqx will fund the Transaction entirely through a combination of equity and prudent debt financing package. Offer is expected to settle in the beginning of 2024.The Transaction is subject to customary pre-offer conditions and offer conditions, including obtaining the Competition Clearance and Minimum acceptance level of at least 80% of the Shares. Michel Cijsouw, Victor Sperling, Aaron van Gils and Jimmy Teelen of Rabobank are acting as financial advisors and De Brauw Blackstone Westbroek N.V. is acting as legal advisor to the Beter Bed. OXEYE Advisors is acting as financial advisor, Stibbe N.V. as legal advisor to Torqx Capital Partners.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 97%After last week's 97% share price gain to €5.75, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total returns to shareholders of 211% over the past three years.お知らせ • May 11Beter Bed Holding N.V. Declares Dividend for the Financial Year 2022, Payable on May 22, 2023Beter Bed Holding N.V. declared a dividend of €0.15 per share for the 2022 financial year. The dividend will be distributed fully in cash. ex-dividend May 12, 2023, record date May 15, 2023 and Payment date May 22, 2023.Upcoming Dividend • May 05Upcoming dividend of €0.15 per share at 4.9% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 22 May 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.6%).Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €0.19 (vs €0.47 in FY 2021)Full year 2022 results: EPS: €0.19 (down from €0.47 in FY 2021). Revenue: €229.4m (up 7.1% from FY 2021). Net income: €5.27m (down 58% from FY 2021). Profit margin: 2.3% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Beter Bed Holding N.V. to Report Fiscal Year 2022 Results on Mar 10, 2023Beter Bed Holding N.V. announced that they will report fiscal year 2022 results on Mar 10, 2023Reported Earnings • Jul 25First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €4.07m from profit in 1H 2021). Profit margin: (down from 4.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 06Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 13 May 2022. Payment date: 23 May 2022. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (2.9%).Reported Earnings • Mar 13Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.47 (up from €0.37 in FY 2020). Revenue: €214.2m (up 3.3% from FY 2020). Net income: €12.5m (up 36% from FY 2020). Profit margin: 5.9% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 1.2% vs FY 2020 Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 18% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €3.48, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 19% over the past three years.Reported Earnings • Jul 24First half 2021 earnings released: EPS €0.15 (vs €0.11 in 1H 2020)The company reported a solid first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: €97.2m (flat on 1H 2020). Net income: €4.07m (up 44% from 1H 2020). Profit margin: 4.2% (up from 2.9% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.13, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Specialty Retail industry in Europe. Total loss to shareholders of 4.9% over the past three years.Valuation Update With 7 Day Price Move • May 15Investor sentiment improved over the past weekAfter last week's 25% share price gain to €6.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Specialty Retail industry in Europe. Total loss to shareholders of 17% over the past three years.Reported Earnings • Mar 14Full year 2020 earnings released: EPS €0.32 (vs €0.19 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €222.1m (up 20% from FY 2019). Net income: €7.94m (up €12.1m from FY 2019). Profit margin: 3.6% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.005%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.5% growth forecast for the Specialty Retail industry in Germany.Is New 90 Day High Low • Jan 09New 90-day high: €5.43The company is up 75% from its price of €3.10 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 1.0% over the same period.Is New 90 Day High Low • Nov 11New 90-day high: €4.16The company is up 67% from its price of €2.49 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period.Is New 90 Day High Low • Oct 08New 90-day high: €3.13The company is up 56% from its price of €2.01 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail 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 €81.24 per share.業績と収益の成長予測DB:BBQ - 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12/31/2025264111220112/31/202425091017112/31/20232387121916/30/202323682531N/A3/31/202323262229N/A12/31/202222952026N/A9/30/202222981622N/A6/30/2022229111117N/A3/31/2022222121722N/A12/31/2021214132428N/A9/30/2021211122832N/A6/30/2021208103336N/A3/31/2021208103639N/A12/31/202020794043N/A9/30/202019844144N/A6/30/2020188-14245N/A3/31/2020187-22024N/A12/31/2019186-4-13N/A9/30/20191830-9-7N/A6/30/20191814-16-17N/A3/31/20191775-11-7N/A12/31/20181737-63N/A6/30/20182856-1310N/A3/31/20183478-1013N/A12/31/201740911-616N/A9/30/201742014020N/A6/30/201742418625N/A3/31/201741719N/A30N/A12/31/201641019N/A34N/A9/30/201640321N/A34N/A6/30/201639623N/A33N/A3/31/201639123N/A35N/A12/31/201538523N/A36N/A9/30/201538321N/A38N/A6/30/201538120N/A39N/A3/31/201537318N/A37N/A12/31/201436417N/A34N/A9/30/201435711N/A22N/A6/30/20143468N/A21N/A3/31/20143435N/A16N/A12/31/20133578N/A22N/A9/30/20133679N/A25N/A6/30/201338111N/A27N/A3/31/201338711N/A23N/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: BBQの予測収益成長率 (年間15.3% ) は 貯蓄率 ( 0.5% ) を上回っています。収益対市場: BBQの収益 ( 15.3% ) 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: BBQ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: BBQの収益 ( 4.7% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: BBQの収益 ( 4.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BBQの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 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2024/01/01 02:39終値2023/12/28 00:00収益2023/06/30年間収益2022/12/31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Beter Bed Holding N.V. 1 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。2 アナリスト機関Alan VandenbergheKBC Securities NVPaul HofmanThe Idea-Driven Equities Analyses Company
Reported Earnings • Jul 26First half 2023 earnings released: EPS: €0.17 (vs €0.08 in 1H 2022)First half 2023 results: EPS: €0.17 (up from €0.08 in 1H 2022). Revenue: €118.4m (up 5.4% from 1H 2022). Net income: €4.55m (up 110% from 1H 2022). Profit margin: 3.8% (up from 1.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 5.9% 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 Share price has been highly volatile over the past 3 months (27% average weekly change). Minor Risks 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 (2.3% net profit margin).
New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 27% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (27% average weekly change). Minor Risks 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 (2.3% net profit margin).
お知らせ • Jul 11Torqx Capital Partners agreed to acquire Beter Bed Holding N.V. (ENXTAM : BBED) for approximately €170 million.Torqx Capital Partners agreed to acquire Beter Bed Holding N.V. (ENXTAM : BBED) for approximately €170 million on July 10, 2023. Under the terms, consideration will be paid in cash for €6.10 per share. BBH’s Boards fully and unanimously support the Offer and the transactions. Torqx will fund the Transaction entirely through a combination of equity and prudent debt financing package. Offer is expected to settle in the beginning of 2024.The Transaction is subject to customary pre-offer conditions and offer conditions, including obtaining the Competition Clearance and Minimum acceptance level of at least 80% of the Shares. Michel Cijsouw, Victor Sperling, Aaron van Gils and Jimmy Teelen of Rabobank are acting as financial advisors and De Brauw Blackstone Westbroek N.V. is acting as legal advisor to the Beter Bed. OXEYE Advisors is acting as financial advisor, Stibbe N.V. as legal advisor to Torqx Capital Partners.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 97%After last week's 97% share price gain to €5.75, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total returns to shareholders of 211% over the past three years.
お知らせ • May 11Beter Bed Holding N.V. Declares Dividend for the Financial Year 2022, Payable on May 22, 2023Beter Bed Holding N.V. declared a dividend of €0.15 per share for the 2022 financial year. The dividend will be distributed fully in cash. ex-dividend May 12, 2023, record date May 15, 2023 and Payment date May 22, 2023.
Upcoming Dividend • May 05Upcoming dividend of €0.15 per share at 4.9% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 22 May 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.6%).
Reported Earnings • Mar 12Full year 2022 earnings released: EPS: €0.19 (vs €0.47 in FY 2021)Full year 2022 results: EPS: €0.19 (down from €0.47 in FY 2021). Revenue: €229.4m (up 7.1% from FY 2021). Net income: €5.27m (down 58% from FY 2021). Profit margin: 2.3% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Beter Bed Holding N.V. to Report Fiscal Year 2022 Results on Mar 10, 2023Beter Bed Holding N.V. announced that they will report fiscal year 2022 results on Mar 10, 2023
Reported Earnings • Jul 25First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €4.07m from profit in 1H 2021). Profit margin: (down from 4.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 06Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 13 May 2022. Payment date: 23 May 2022. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (2.9%).
Reported Earnings • Mar 13Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.47 (up from €0.37 in FY 2020). Revenue: €214.2m (up 3.3% from FY 2020). Net income: €12.5m (up 36% from FY 2020). Profit margin: 5.9% (up from 4.5% in FY 2020). The increase in margin was driven by higher revenue. Like-for-like sales growth: 1.2% vs FY 2020 Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 18% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €3.48, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 19% over the past three years.
Reported Earnings • Jul 24First half 2021 earnings released: EPS €0.15 (vs €0.11 in 1H 2020)The company reported a solid first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: €97.2m (flat on 1H 2020). Net income: €4.07m (up 44% from 1H 2020). Profit margin: 4.2% (up from 2.9% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.13, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Specialty Retail industry in Europe. Total loss to shareholders of 4.9% over the past three years.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improved over the past weekAfter last week's 25% share price gain to €6.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Specialty Retail industry in Europe. Total loss to shareholders of 17% over the past three years.
Reported Earnings • Mar 14Full year 2020 earnings released: EPS €0.32 (vs €0.19 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €222.1m (up 20% from FY 2019). Net income: €7.94m (up €12.1m from FY 2019). Profit margin: 3.6% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.005%. Over the next year, revenue is forecast to grow 1.8%, compared to a 7.5% growth forecast for the Specialty Retail industry in Germany.
Is New 90 Day High Low • Jan 09New 90-day high: €5.43The company is up 75% from its price of €3.10 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 1.0% over the same period.
Is New 90 Day High Low • Nov 11New 90-day high: €4.16The company is up 67% from its price of €2.49 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Oct 08New 90-day high: €3.13The company is up 56% from its price of €2.01 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail 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 €81.24 per share.