View Future GrowthSeSa 過去の業績過去 基準チェック /46SeSaは、平均年間2.1%の収益成長を遂げていますが、 Electronic業界の収益は、年間 減少しています。収益は、平均年間3.6% 11.1%収益成長率で 成長しています。 SeSaの自己資本利益率は14.9%であり、純利益率は1.9%です。主要情報2.10%収益成長率2.98%EPS成長率Electronic 業界の成長1.03%収益成長率11.06%株主資本利益率14.91%ネット・マージン1.93%次回の業績アップデート16 Jul 2026最近の業績更新お知らせ • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026お知らせ • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026お知らせ • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025お知らせ • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026お知らせ • Jan 26SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million.SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A. The transaction reflects TEV/EBITDA multiple of 5x.お知らせ • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026お知らせ • Jul 20SeSa S.p.A. announces Annual dividend, payable on September 24, 2025SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025.お知らせ • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025お知らせ • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025Upcoming Dividend • Sep 16Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%).Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 02Now 26% undervaluedOver the last 90 days, the stock has risen 14% to €116. The fair value is estimated to be €156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • Jun 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €114. The fair value is estimated to be €94.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.お知らせ • Mar 16+ 2 more updatesSeSa S.p.A. to Report Q1, 2025 Results on Sep 12, 2024SeSa S.p.A. announced that they will report Q1, 2025 results on Sep 12, 2024Reported Earnings • Mar 16Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023)Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jan 01SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024Reported Earnings • Dec 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Sep 17First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €773.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.お知らせ • Sep 16SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023.Upcoming Dividend • Sep 11Upcoming dividend of €1.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.5%).Reported Earnings • Jul 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.お知らせ • Jun 16SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023Reported Earnings • Mar 16Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Jan 02SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023Reported Earnings • Dec 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent 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: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €123, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.21 per share.Reported Earnings • Sep 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Sep 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.2%).Reported Earnings • Jul 14Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 20% growth forecast for the industry in Germany.お知らせ • Jul 06SeSa S.p.A. to Report Fiscal Year 2022 Results on Jul 12, 2022SeSa S.p.A. announced that they will report fiscal year 2022 results on Jul 12, 2022お知らせ • May 05+ 1 more updateSeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l.SeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l on May 4, 2022. In related transaction SeSa S.p.A also signed binding agreement to acquire 52% of f Evergreen Mobility Rent S.r.l. and 51% of Emmedi S.r.l. Cristian Pandolfini of Ever Green Mobility will maintain shareholdings and top management role. The transaction is expected to completed by May 31, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent 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: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €127 per share.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €141, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 453% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.Reported Earnings • Dec 22Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 17First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.7%).Reported Earnings • Jul 15Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Mar 13Third quarter 2021 earnings released: EPS €1.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 10New 90-day high: €108The company is up 30% from its price of €82.60 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.74 per share.Analyst Estimate Surprise Post Earnings • Dec 22Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Dec 18New 90-day high: €95.60The company is up 24% from its price of €77.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.67 per share.Is New 90 Day High Low • Dec 02New 90-day high: €86.90The company is up 21% from its price of €71.70 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share.Is New 90 Day High Low • Oct 05New 90-day high: €84.70The company is up 49% from its price of €57.00 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.06 per share.収支内訳SeSa の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:1S3 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Jan 263,532687031 Oct 253,421666031 Jul 253,314637030 Apr 253,252627031 Jan 253,222668031 Oct 243,118667031 Jul 243,190788030 Apr 243,188788031 Jan 243,103827031 Oct 233,0738511031 Jul 232,993867030 Apr 232,889847031 Jan 232,798855031 Oct 222,6588012031 Jul 222,500775030 Apr 222,383745031 Jan 222,258693031 Oct 212,180624031 Jul 212,099583030 Apr 212,034523031 Jan 211,963494031 Oct 201,892443031 Jul 201,821414030 Apr 201,774384031 Jan 201,747368031 Oct 191,671334031 Jul 191,639328030 Apr 191,549298031 Jan 191,515299031 Oct 181,4452812031 Jul 181,394289030 Apr 181,361279031 Jan 181,317267031 Oct 171,279258031 Jul 171,292267030 Apr 171,270257031 Jan 171,273256031 Oct 161,268256031 Jul 161,243246030 Apr 161,228246031 Jan 161,181245031 Oct 151,108235031 Jul 151,0802250質の高い収益: 1S3は 高品質の収益 を持っています。利益率の向上: 1S3の現在の純利益率 (1.9%)は、昨年(2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1S3の収益は過去 5 年間で年間2.1%増加しました。成長の加速: 1S3の過去 1 年間の収益成長率 ( 3.9% ) は、5 年間の平均 ( 年間2.1%を上回っています。収益対業界: 1S3の過去 1 年間の収益成長率 ( 3.9% ) はElectronic業界1.6%を上回りました。株主資本利益率高いROE: 1S3の 自己資本利益率 ( 14.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health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2026/05/07 06:39終値2026/05/07 00:00収益2026/01/31年間収益2025/04/30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SeSa S.p.A. 4 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。10 アナリスト機関Michele BaldelliBNP ParibasLuigi De BellisEquita SIM S.p.A.Aleksandra ArsovaEquita SIM S.p.A.7 その他のアナリストを表示
お知らせ • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026
お知らせ • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026
お知らせ • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025
お知らせ • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025
Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026
お知らせ • Jan 26SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million.SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A. The transaction reflects TEV/EBITDA multiple of 5x.
お知らせ • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026
お知らせ • Jul 20SeSa S.p.A. announces Annual dividend, payable on September 24, 2025SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025.
お知らせ • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025
お知らせ • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025
Upcoming Dividend • Sep 16Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%).
Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 02Now 26% undervaluedOver the last 90 days, the stock has risen 14% to €116. The fair value is estimated to be €156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • Jun 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €114. The fair value is estimated to be €94.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
お知らせ • Mar 16+ 2 more updatesSeSa S.p.A. to Report Q1, 2025 Results on Sep 12, 2024SeSa S.p.A. announced that they will report Q1, 2025 results on Sep 12, 2024
Reported Earnings • Mar 16Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023)Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jan 01SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024
Reported Earnings • Dec 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Sep 17First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €773.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.
お知らせ • Sep 16SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023.
Upcoming Dividend • Sep 11Upcoming dividend of €1.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.5%).
Reported Earnings • Jul 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.
お知らせ • Jun 16SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023
Reported Earnings • Mar 16Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Jan 02SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023
Reported Earnings • Dec 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €123, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.21 per share.
Reported Earnings • Sep 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Sep 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.2%).
Reported Earnings • Jul 14Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 20% growth forecast for the industry in Germany.
お知らせ • Jul 06SeSa S.p.A. to Report Fiscal Year 2022 Results on Jul 12, 2022SeSa S.p.A. announced that they will report fiscal year 2022 results on Jul 12, 2022
お知らせ • May 05+ 1 more updateSeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l.SeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l on May 4, 2022. In related transaction SeSa S.p.A also signed binding agreement to acquire 52% of f Evergreen Mobility Rent S.r.l. and 51% of Emmedi S.r.l. Cristian Pandolfini of Ever Green Mobility will maintain shareholdings and top management role. The transaction is expected to completed by May 31, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent 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: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €127 per share.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €141, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 453% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
Reported Earnings • Dec 22Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 17First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.7%).
Reported Earnings • Jul 15Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 13Third quarter 2021 earnings released: EPS €1.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 10New 90-day high: €108The company is up 30% from its price of €82.60 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.74 per share.
Analyst Estimate Surprise Post Earnings • Dec 22Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Dec 18New 90-day high: €95.60The company is up 24% from its price of €77.10 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.67 per share.
Is New 90 Day High Low • Dec 02New 90-day high: €86.90The company is up 21% from its price of €71.70 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share.
Is New 90 Day High Low • Oct 05New 90-day high: €84.70The company is up 49% from its price of €57.00 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.06 per share.