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Bechtle AGXTRA:BC8 株式レポート

時価総額 €3.9b
株価
€31.24
€39
19.9% 割安 内在価値ディスカウント
1Y-19.8%
7D1.9%
1D
ポートフォリオ価値
表示

Bechtle AG

XTRA:BC8 株式レポート

時価総額:€3.9b

Bechtle(BC8)株式概要

ベヒトルAGは主にヨーロッパで情報技術(IT)サービスを提供している。 詳細

BC8 ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長1/6
過去の実績5/6
財務の健全性6/6
配当金5/6

BC8 Community Fair Values

Create Narrative

See what 32 others think this stock is worth. Follow their fair value or set your own to get alerts.

Bechtle AG 競合他社

価格と性能

株価の高値、安値、推移の概要Bechtle
過去の株価
現在の株価€31.24
52週高値€45.14
52週安値€24.56
ベータ0.81
1ヶ月の変化6.84%
3ヶ月変化-6.75%
1年変化-19.77%
3年間の変化-14.83%
5年間の変化-40.29%
IPOからの変化518.61%

最新ニュース

ナラティブの更新 May 25

BC8: Updated P E Framework Will Support Undervalued Outlook On Mixed Street Repricing

Analysts have nudged their price target on Bechtle slightly higher to €39.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that align with recent price target changes and upgrades in Street research. Analyst Commentary Recent Street research on Bechtle has been mixed, with some analysts lifting price targets while others have trimmed theirs.
ナラティブの更新 May 04

BC8: Refined P E Framework Will Support Undervalued Outlook After Guidance

Bechtle's analyst price target has shifted to €39.18 from €44.88, reflecting updated views on slightly softer growth and margin assumptions, as well as refreshed P/E expectations discussed in recent research updates by analysts. Analyst Commentary Recent research updates show both optimism and caution around Bechtle, with multiple revisions to price targets over time and at least one upgrade in rating.
ナラティブの更新 Apr 19

BC8: 2026 IT Revival Hopes Will Face Cautious Execution And Budget Timing

Analysts have reduced their fair value estimate for Bechtle from €34.50 to €31.00, reflecting recent cuts and an upgrade in price targets that highlight more cautious assumptions regarding growth, profitability, and required returns. Analyst Commentary Recent research shows a more cautious tone around Bechtle, with multiple price target cuts clustering over a short period.

Recent updates

ナラティブの更新 May 25

BC8: Updated P E Framework Will Support Undervalued Outlook On Mixed Street Repricing

Analysts have nudged their price target on Bechtle slightly higher to €39.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E that align with recent price target changes and upgrades in Street research. Analyst Commentary Recent Street research on Bechtle has been mixed, with some analysts lifting price targets while others have trimmed theirs.
ナラティブの更新 May 04

BC8: Refined P E Framework Will Support Undervalued Outlook After Guidance

Bechtle's analyst price target has shifted to €39.18 from €44.88, reflecting updated views on slightly softer growth and margin assumptions, as well as refreshed P/E expectations discussed in recent research updates by analysts. Analyst Commentary Recent research updates show both optimism and caution around Bechtle, with multiple revisions to price targets over time and at least one upgrade in rating.
ナラティブの更新 Apr 19

BC8: 2026 IT Revival Hopes Will Face Cautious Execution And Budget Timing

Analysts have reduced their fair value estimate for Bechtle from €34.50 to €31.00, reflecting recent cuts and an upgrade in price targets that highlight more cautious assumptions regarding growth, profitability, and required returns. Analyst Commentary Recent research shows a more cautious tone around Bechtle, with multiple price target cuts clustering over a short period.
ナラティブの更新 Apr 05

BC8: Mixed Research Updates And Investor Day Will Support Earnings Repricing

Analysts have trimmed their average price target on Bechtle by €6. This reflects recent downward revisions from some firms alongside a fresh upgrade from others that highlight mixed views on the stock.
分析記事 Mar 25

Bechtle AG (ETR:BC8) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a mediocre week for Bechtle AG ( ETR:BC8 ) shareholders, with the stock dropping 13% to €26.44 in the week...
ナラティブの更新 Mar 22

BC8: Higher Future P/E And Investor Day Update Will Support Earnings Power

Analysts have trimmed their price target on Bechtle by €1, citing slightly higher discount rate assumptions, modest adjustments to expected revenue growth and profit margins, and a marginally higher future P/E multiple in their refreshed models. Analyst Commentary Even with the €1 price target trim, bullish analysts still frame Bechtle as a name where their long term thesis remains intact.
ナラティブの更新 Mar 07

BC8: Refined Discount Rate Framework Will Support Undervalued Outlook After Guidance Confirmation

Analysts have trimmed their price target on Bechtle by €1, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the modest €1 reduction in the price target as a fine tuning of their models rather than a shift in their broader view on Bechtle, with fair value assumptions still supported by current Street research.
ナラティブの更新 Feb 21

BC8: Higher Future P/E Expectations Will Support Stronger 2026 Earnings Power

Analysts have raised their fair value estimate for Bechtle from €52.00 to €56.00, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations, even as some recent research, including a €1 trim to the price target at Deutsche Bank, points to a more cautious stance on near term performance drivers. Analyst Commentary Bullish analysts point to the higher fair value estimate of €56.00 as a signal that their core assumptions on discount rate, revenue growth, profit margins and future P/E have shifted in a more constructive direction, even if some individual price targets, such as the recent €1 trim, look slightly more cautious on the surface.
分析記事 Feb 13

Bechtle AG's (ETR:BC8) 26% Share Price Plunge Could Signal Some Risk

Bechtle AG ( ETR:BC8 ) shares have had a horrible month, losing 26% after a relatively good period beforehand. To make...
ナラティブの更新 Feb 07

BC8: 2026 IT Spending Revival Will Support Undervalued Outlook After Guidance Confirmation

Analysts now place Bechtle's fair value closer to €46.19 per share, up from €44.08. This reflects slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E expectations.
分析記事 Feb 02

Is It Too Late To Consider Buying Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price hike...
ナラティブの更新 Jan 24

BC8: 2026 IT Spending Revival Will Support Stronger Earnings Power

Analysts have lifted their fair value estimate for Bechtle from €51.00 to €52.00, citing expectations for a 2026 IT spending revival that they view as supportive of slightly stronger revenue growth, profit margins and a lower future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upgrade case as tied to expectations for an IT spending revival in 2026, which they see as supportive for Bechtle's revenue trajectory and operational execution.
ナラティブの更新 Jan 09

BC8: 2026 IT Revival Hopes Will Likely Overestimate Budget Recovery Timing

Analysts have nudged their price target on Bechtle to €43, reflecting slightly adjusted assumptions on discount rate, growth and profitability, and a view that the company could benefit if IT spending picks up into 2026. Analyst Commentary The latest move to a €43 price target reflects a view that Bechtle could see a pick up in demand if IT budgets improve into 2026.
分析記事 Dec 31

Bechtle (ETR:BC8) Might Be Having Difficulty Using Its Capital Effectively

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
ナラティブの更新 Dec 22

BC8: 2026 IT Spending Revival Expectations Will Likely Prove Overly Optimistic

Analysts have raised their price target on Bechtle to approximately EUR 34.50 from about EUR 33.90, citing improving expectations for a 2026 IT spending revival and stronger organic growth prospects in the German IT reseller market. Analyst Commentary While recent research notes highlight an improving outlook for Bechtle into 2026, not all commentary is uniformly positive.
ナラティブの更新 Dec 08

BC8: 2026 IT Spending Revival Will Likely Shape Fairly Priced Outlook

Analysts have raised their price target on Bechtle by approximately EUR 1, reflecting expectations for improving organic growth in German IT resellers and a potential revival in IT spending from 2026. This supports slightly higher fair value and profit margin assumptions despite modestly lower revenue growth forecasts.
分析記事 Dec 02

Bechtle AG's (ETR:BC8) Shares May Have Run Too Fast Too Soon

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
分析記事 Nov 11

Does This Valuation Of Bechtle AG (ETR:BC8) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bechtle fair value estimate is €26.33 Bechtle is estimated to...
分析記事 Oct 29

At €36.72, Is It Time To Put Bechtle AG (ETR:BC8) On Your Watch List?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it saw significant share price movement during recent...
ナラティブの更新 Sep 25

Investments In Cloud And AI Technologies May Improve Operational Efficiency Amid Market Uncertainties

Bechtle’s higher price target reflects modest improvements in both revenue growth and net profit margin forecasts, resulting in the consensus analyst price target increasing from €42.17 to €43.17. Valuation Changes Summary of Valuation Changes for Bechtle The Consensus Analyst Price Target has risen slightly from €42.17 to €43.17.
分析記事 Sep 20

These 4 Measures Indicate That Bechtle (ETR:BC8) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 05

Some Investors May Be Worried About Bechtle's (ETR:BC8) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Aug 20

There's Reason For Concern Over Bechtle AG's (ETR:BC8) Price

XTRA:BC8 1 Year Share Price vs Fair Value Explore Bechtle's Fair Values from the Community and select yours With a...
分析記事 Jun 19

We Think Bechtle (ETR:BC8) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 23

Should You Think About Buying Bechtle AG (ETR:BC8) Now?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it saw a decent share price growth of 19% on the XTRA over...
分析記事 Mar 07

Bechtle AG's (ETR:BC8) 29% Share Price Surge Not Quite Adding Up

The Bechtle AG ( ETR:BC8 ) share price has done very well over the last month, posting an excellent gain of 29%. Not...
分析記事 Feb 20

Here's What To Make Of Bechtle's (ETR:BC8) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 Jan 22

Estimating The Intrinsic Value Of Bechtle AG (ETR:BC8)

Key Insights The projected fair value for Bechtle is €34.05 based on 2 Stage Free Cash Flow to Equity With €30.96 share...
分析記事 Jan 09

Is There Now An Opportunity In Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Dec 26

Is Bechtle (ETR:BC8) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
新しいナラティブ Dec 16

AI Integration And NIS2-Driven Cybersecurity Demand Will Accelerate Revenue Growth

Digital transformation and increased AI use could drive significant revenue growth through new technology adoption and market demands.
分析記事 Dec 13

Investor Optimism Abounds Bechtle AG (ETR:BC8) But Growth Is Lacking

With a median price-to-earnings (or "P/E") ratio of close to 16x in Germany, you could be forgiven for feeling...
分析記事 Nov 15

Bechtle's (ETR:BC8) Soft Earnings Don't Show The Whole Picture

Shareholders appeared unconcerned with Bechtle AG's ( ETR:BC8 ) lackluster earnings report last week. We did some...
分析記事 Nov 13

Bechtle AG Just Missed EPS By 8.0%: Here's What Analysts Think Will Happen Next

It's been a good week for Bechtle AG ( ETR:BC8 ) shareholders, because the company has just released its latest...
分析記事 Nov 03

Slowing Rates Of Return At Bechtle (ETR:BC8) Leave Little Room For Excitement

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Oct 07

An Intrinsic Calculation For Bechtle AG (ETR:BC8) Suggests It's 35% Undervalued

Key Insights Bechtle's estimated fair value is €60.40 based on 2 Stage Free Cash Flow to Equity Bechtle is estimated to...
分析記事 Sep 24

Is There Now An Opportunity In Bechtle AG (ETR:BC8)?

While Bechtle AG ( ETR:BC8 ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 Aug 26

We Think Bechtle (ETR:BC8) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Aug 09

Bechtle AG's (ETR:BC8) Price Is Out Of Tune With Earnings

It's not a stretch to say that Bechtle AG's ( ETR:BC8 ) price-to-earnings (or "P/E") ratio of 18.7x right now seems...
分析記事 Jul 25

Investors Met With Slowing Returns on Capital At Bechtle (ETR:BC8)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jun 28

Is Now The Time To Put Bechtle (ETR:BC8) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Jun 16

Estimating The Intrinsic Value Of Bechtle AG (ETR:BC8)

Key Insights Bechtle's estimated fair value is €54.29 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 May 23

Is It Time To Consider Buying Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 May 11

Revenue Miss: Bechtle AG Fell 5.1% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Bechtle AG ( ETR:BC8 ) missed earnings with its latest quarterly results, disappointing overly-optimistic forecasters...
分析記事 Apr 27

Bechtle AG's (ETR:BC8) Price Is Out Of Tune With Earnings

Bechtle AG's ( ETR:BC8 ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell right now compared to...
分析記事 Apr 14

Here's What To Make Of Bechtle's (ETR:BC8) Decelerating Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
分析記事 Mar 20

Bechtle AG (ETR:BC8) Just Released Its Yearly Earnings: Here's What Analysts Think

Bechtle AG ( ETR:BC8 ) last week reported its latest annual results, which makes it a good time for investors to dive...
分析記事 Jan 29

What Does Bechtle AG's (ETR:BC8) Share Price Indicate?

While Bechtle AG ( ETR:BC8 ) might not have the largest market cap around , it led the XTRA gainers with a relatively...

株主還元

BC8DE ITDE 市場
7D1.9%-1.2%1.6%
1Y-19.8%-18.1%2.2%

業界別リターン: BC8過去 1 年間で-18.1 % の収益を上げたGerman IT業界を下回りました。

リターン対市場: BC8は、過去 1 年間で2.2 % のリターンを上げたGerman市場を下回りました。

価格変動

Is BC8's price volatile compared to industry and market?
BC8 volatility
BC8 Average Weekly Movement6.3%
IT Industry Average Movement5.8%
Market Average Movement6.0%
10% most volatile stocks in DE Market13.2%
10% least volatile stocks in DE Market2.7%

安定した株価: BC8 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BC8の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
198316,496Thomas Olemotzwww.bechtle.com

ベヒトルは主にヨーロッパで情報技術(IT)サービスを提供している。ITシステムハウス&マネージドサービス部門とIT Eコマース部門の2つの部門で事業を展開している。ITシステムハウス&マネージドサービス部門は、IT戦略コンサルティング、ハードウェアおよびソフトウェア、プロジェクト計画および実施、システム統合、ITおよびIT運用のためのトレーニングサービスを提供している。IT Eコマース事業では、ウェブショップを通じてハードウェア、ソフトウェア製品、周辺機器、アクセサリーを提供している。また、データセンター、モダンワークプレイス、ネットワーキング、ITセキュリティ、コンサルティング、プロフェッショナル、マネージド、トレーニング、ファイナンシャル、ITリマーケティング、e-調達サービス、ソフトウェアサービスの設計、開発、導入も提供している。さらに、ビジネス・インテリジェンス、PDM、CAD/CAM、コラボレーション、顧客関係管理、製品ライフサイクル管理、企業資源計画、文書管理システム、企業コンテンツ管理、人工知能などのアプリケーションも提供している。産業、貿易、金融、公共部門の顧客にサービスを提供している。ベヒトルは1983年に設立され、ドイツのネッカーズルムに本社を置いている。

Bechtle AG 基礎のまとめ

Bechtle の収益と売上を時価総額と比較するとどうか。
BC8 基礎統計学
時価総額€3.92b
収益(TTM)€235.38m
売上高(TTM)€6.52b
16.7x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BC8 損益計算書(TTM)
収益€6.52b
売上原価€5.30b
売上総利益€1.22b
その他の費用€980.92m
収益€235.38m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 12, 2026

一株当たり利益(EPS)1.87
グロス・マージン18.66%
純利益率3.61%
有利子負債/自己資本比率21.6%

BC8 の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.2%
現在の配当利回り
37%
配当性向

BC8 配当は確実ですか?

BC8 配当履歴とベンチマークを見る
BC8 、いつまでに購入すれば配当金を受け取れますか?
Bechtle 配当日
配当落ち日Jun 18 2026
配当支払日Jun 22 2026
配当落ちまでの日数21 days
配当支払日までの日数25 days

BC8 配当は確実ですか?

BC8 配当履歴とベンチマークを見る

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2026/05/27 05:21
終値2026/05/27 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Bechtle AG 11 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。23

アナリスト機関
Knut WollerBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Gustav FrobergBerenberg