View ValuationWe.Connect 将来の成長Future 基準チェック /06現在、 We.Connectの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Electronic 収益成長35.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a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 updatesUpcoming Dividend • May 27Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 03 June 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 3.1% and the cash payout ratio is 97%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (0.8%).New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 62% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (€76.1m market cap, or US$89.4m).Reported Earnings • May 06Full year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€74.9m market cap, or US$87.8m).Declared Dividend • Apr 27Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 18We.Connect SA, Annual General Meeting, May 28, 2026We.Connect SA, Annual General Meeting, May 28, 2026.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €25.90, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 35x in the Electronic industry in Germany.Board Change • Nov 17No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Director Coralie Crivile was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 29We.Connect SA, Annual General Meeting, Jun 03, 2025We.Connect SA, Annual General Meeting, Jun 03, 2025. Location: zac du couternois, 4 avenue louise leblois, serris Franceお知らせ • Apr 24We.Connect in Talks to Buy Consumer Electronics Firm Exertis FranceWe.Connect SA (ENXTPA:ALWEC) said on April 22, 2025 that it has started exclusive talks on the acquisition of consumer electronics distributor Exertis France SAS. The contemplated deal, financial details of which were not disclosed, does not include the professional tech divisions of Exertis in France and Iberia, namely Exertis Connect, Exertis Azenn, and Exertis AV Spain, a press statement says. The acquisition is expected to bolster We.Connect’s growth trajectory create significant synergies and strengthen its footprint in the European market, particularly in the Iberian Peninsula. The deal is expected to close in Third Quarter 2025, pending regulatory and labour body approvals.Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.60, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Electronic industry in Germany.Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue.Board Change • Mar 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、We.Connect は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測BST:77P - 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12/31/20254543714N/A9/30/202540424N/AN/AN/A6/30/2025355107-4N/A3/31/202532794-1N/A12/31/2024300812N/A9/30/20242778N/AN/AN/A6/30/20242559017N/A3/31/202425991019N/A12/31/2023264102021N/A9/30/20232589N/AN/AN/A6/30/202325291111N/A3/31/20232458-4-3N/A12/31/20222378-18-17N/A9/30/20222307N/AN/AN/A6/30/20222237N/AN/AN/A3/31/20222206N/AN/AN/A12/31/20212176-6-5N/A9/30/20212277N/AN/AN/A6/30/20212377N/AN/AN/A3/31/20212246N/AN/AN/A12/31/20202115-31N/A9/30/20201944N/AN/AN/A6/30/20201772N/AN/AN/A3/31/20201662N/AN/AN/A12/31/2019155245N/A9/30/20191463N/AN/AN/A6/30/20191375N/AN/AN/A3/31/20191294N/AN/AN/A12/31/20181224N/A-2N/A9/30/20181135N/AN/AN/A6/30/20181055N/AN/AN/A3/31/2018995N/AN/AN/A12/31/2017945N/A5N/A9/30/2017864N/AN/AN/A6/30/2017773N/A1N/A3/31/2017763N/A1N/A12/31/2016763N/A1N/A9/30/2016753N/AN/AN/A6/30/2016743N/AN/AN/A3/31/2016703N/AN/AN/A12/31/2015673N/A-3N/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: 77Pの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 77Pの収益がGerman市場よりも速く成長す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高成長収益: 77Pの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 77Pの収益がGerman市場よりも速く成長す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。高い収益成長: 77Pの収益が年間20%よりも速く成長す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。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: 77P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7D1Y7D1Y7D1YTech 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2026/06/19 20:00終値2026/06/19 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We.Connect SA 0 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。0
Upcoming Dividend • May 27Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 03 June 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 3.1% and the cash payout ratio is 97%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (0.8%).
New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 62% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (62% accrual ratio). Minor Risk Market cap is less than US$100m (€76.1m market cap, or US$89.4m).
Reported Earnings • May 06Full year 2025 earnings released: EPS: €12.72 (vs €2.78 in FY 2024)Full year 2025 results: EPS: €12.72 (up from €2.78 in FY 2024). Revenue: €462.2m (up 54% from FY 2024). Net income: €37.5m (up 386% from FY 2024). Profit margin: 8.1% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
New Risk • May 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€74.9m market cap, or US$87.8m).
Declared Dividend • Apr 27Dividend of €0.40 announcedDividend of €0.40 is the same as last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 1.6%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 13% over the last 3 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 18We.Connect SA, Annual General Meeting, May 28, 2026We.Connect SA, Annual General Meeting, May 28, 2026.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €25.90, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 35x in the Electronic industry in Germany.
Board Change • Nov 17No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Director Coralie Crivile was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 29We.Connect SA, Annual General Meeting, Jun 03, 2025We.Connect SA, Annual General Meeting, Jun 03, 2025. Location: zac du couternois, 4 avenue louise leblois, serris France
お知らせ • Apr 24We.Connect in Talks to Buy Consumer Electronics Firm Exertis FranceWe.Connect SA (ENXTPA:ALWEC) said on April 22, 2025 that it has started exclusive talks on the acquisition of consumer electronics distributor Exertis France SAS. The contemplated deal, financial details of which were not disclosed, does not include the professional tech divisions of Exertis in France and Iberia, namely Exertis Connect, Exertis Azenn, and Exertis AV Spain, a press statement says. The acquisition is expected to bolster We.Connect’s growth trajectory create significant synergies and strengthen its footprint in the European market, particularly in the Iberian Peninsula. The deal is expected to close in Third Quarter 2025, pending regulatory and labour body approvals.
Valuation Update With 7 Day Price Move • Feb 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €16.60, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 11x in the Electronic industry in Germany.
Reported Earnings • Oct 26First half 2023 earnings releasedFirst half 2023 results: Net income: €4.29m (up €4.29m from 1H 2022).
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: €2.85 (vs €2.33 in FY 2021)Full year 2022 results: EPS: €2.85 (up from €2.33 in FY 2021). Revenue: €237.7m (up 9.3% from FY 2021). Net income: €7.88m (up 24% from FY 2021). Profit margin: 3.3% (up from 2.9% in FY 2021). The increase in margin was driven by higher revenue.
Board Change • Mar 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). CEO & Chairman of the Board Moshey Gorsd was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.