View ValuationAB 将来の成長Future 基準チェック /06AB収益と収益がそれぞれ年間1.6%と1.3%増加すると予測されています。主要情報1.6%収益成長率n/aEPS成長率Electronic 収益成長33.3%収益成長率1.3%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28 May 2026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 updatesNew Risk • Jun 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% 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 (24% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Jun 10Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł3.51b (up 11% from 2Q 2025). Net income: zł40.7m (up 17% from 2Q 2025). Profit margin: 1.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Germany.Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €31.70. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 0.2% in the next 2 years.お知らせ • Mar 02AB S.A., Annual General Meeting, Mar 26, 2026AB S.A., Annual General Meeting, Mar 26, 2026.お知らせ • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025お知らせ • Feb 24AB S.A., Annual General Meeting, Mar 20, 2025AB S.A., Annual General Meeting, Mar 20, 2025.お知らせ • Feb 23AB S.A. announces Annual dividend, payable on April 15, 2025AB S.A. announced Annual dividend of PLN 3.0000 per share payable on April 15, 2025, ex-date on April 07, 2025 and record date on April 08, 2025.Buy Or Sell Opportunity • Nov 07Now 23% overvaluedOver the last 90 days, the stock has fallen 2.0% to €20.10. The fair value is estimated to be €16.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Buy Or Sell Opportunity • Oct 23Now 25% overvaluedOver the last 90 days, the stock has fallen 7.0% to €22.70. The fair value is estimated to be €18.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Buy Or Sell Opportunity • Sep 20Now 23% overvaluedOver the last 90 days, the stock has fallen 8.2% to €21.40. The fair value is estimated to be €17.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Buy Or Sell Opportunity • Sep 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to €21.80. The fair value is estimated to be €17.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Aug 27Third quarter 2024 earnings released: EPS: zł1.48 (vs zł1.23 in 3Q 2023)Third quarter 2024 results: EPS: zł1.48 (up from zł1.23 in 3Q 2023). Revenue: zł1.79b (up 2.0% from 3Q 2023). Net income: zł24.0m (up 20% from 3Q 2023). Profit margin: 1.3% (up from 1.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 2 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 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 08AB S.A. (WSE:ABE) announces an Equity Buyback for 3,200,000 shares, for PLN 100 million.AB S.A. (WSE:ABE) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, for PLN 100 million worth of stock.Reported Earnings • Jun 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł3.21b (down 9.3% from 2Q 2023). Net income: zł36.7m (up 15% from 2Q 2023). Profit margin: 1.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% 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 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €21.60. The fair value is estimated to be €17.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Upcoming Dividend • Mar 07Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł4.89b (up 2.0% from 1Q 2023). Net income: zł69.5m (up 2.4% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Feb 11AB S.A., Annual General Meeting, Mar 06, 2024AB S.A., Annual General Meeting, Mar 06, 2024, at 12:00 Central European Standard Time.Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €16.05. The fair value is estimated to be €20.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • Nov 24AB S.A. to Report Fiscal Year 2024 Results on Jan 07, 2025AB S.A. announced that they will report fiscal year 2024 results on Jan 07, 2025お知らせ • Oct 28+ 1 more updateAB S.A. to Report Q1, 2024 Results on Feb 26, 2024AB S.A. announced that they will report Q1, 2024 results on Feb 26, 2024Reported Earnings • Aug 25Full year 2023 earnings released: EPS: zł9.76 (vs zł9.34 in FY 2022)Full year 2023 results: EPS: zł9.76 (up from zł9.34 in FY 2022). Revenue: zł15.2b (up 8.5% from FY 2022). Net income: zł158.1m (up 4.6% from FY 2022). Profit margin: 1.0% (in line with FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Aug 17AB S.A. to Report Fiscal Year 2023 Results on Jan 08, 2024AB S.A. announced that they will report fiscal year 2023 results on Jan 08, 2024業績と収益の成長予測DB:8B6 - アナリストの将来予測と過去の財務データ ( )PLN 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9/30/202816,318218202N/A19/30/202716,07521730115129/30/202616,00921916718423/31/202615,709208-189-184N/A12/31/202515,358202-21-16N/A9/30/202514,931174103108N/A6/30/202514,808173183191N/A3/31/202514,754170163172N/A12/31/202414,812172193202N/A9/30/202414,658175226237N/A6/30/202420,042201304319N/A3/31/202418,670190204219N/A12/31/202316,102173112124N/A9/30/202315,380153105117N/A6/30/202315,220158132144N/A3/31/202315,329161175192N/A12/31/202215,116160-207-179N/A9/30/202214,259146-211N/A6/30/202214,031151-29-5N/A3/31/202213,797147-92-75N/A12/31/202113,4541424753N/A9/30/202113,298130-39-31N/A6/30/202113,074124-224-212N/A3/31/202112,605113-183-171N/A12/31/202011,9191007283N/A9/30/202010,92674112120N/A6/30/202010,20766282287N/A3/31/20209,78363308312N/A12/31/20199,36261N/A5N/A9/30/20199,08458N/A35N/A6/30/20198,79358N/A70N/A3/31/20198,50758N/A116N/A12/31/20188,43658N/A18N/A9/30/20188,24960N/A-14N/A6/30/20188,23761N/A70N/A3/31/20188,43362N/A12N/A12/31/20178,48165N/A110N/A9/30/20178,26367N/A169N/A6/30/20178,27868N/A-5N/A3/31/20178,28469N/A38N/A12/31/20168,13668N/A121N/A9/30/20167,92366N/A-35N/A6/30/20167,55365N/A-69N/A3/31/20167,09465N/A-20N/A12/31/20157,08066N/A-98N/A9/30/20156,80466N/A-27N/A6/30/20156,79368N/A61N/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: 8B6の予測収益成長率 (年間1.6% ) は 貯蓄率 ( 1.9% ) を下回っています。収益対市場: 8B6の収益 ( 1.6% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: 8B6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: 8B6の収益 ( 1.3% ) German市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: 8B6の収益 ( 1.3% ) 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: 8B6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2026/06/16 21:46終値2026/06/16 00:00収益2026/03/31年間収益2025/09/30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AB S.A. 2 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。9 アナリスト機関Piotr GrzybowskiBiuro maklerskie mBankuJakub ViscardiDom Maklerski Banku Ochrony Srodowiska S.A.Adrian KyrczErste Bank Polska S.A.6 その他のアナリストを表示
New Risk • Jun 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 24% 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 (24% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Jun 10Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: zł3.51b (up 11% from 2Q 2025). Net income: zł40.7m (up 17% from 2Q 2025). Profit margin: 1.2% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electronic industry in Germany.
Buy Or Sell Opportunity • May 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €31.70. The fair value is estimated to be €26.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 5.5% in 2 years. Earnings are forecast to grow by 0.2% in the next 2 years.
お知らせ • Mar 02AB S.A., Annual General Meeting, Mar 26, 2026AB S.A., Annual General Meeting, Mar 26, 2026.
お知らせ • Aug 20AB S.A. to Report Q3, 2025 Results on Aug 27, 2025AB S.A. announced that they will report Q3, 2025 results on Aug 27, 2025
お知らせ • Feb 24AB S.A., Annual General Meeting, Mar 20, 2025AB S.A., Annual General Meeting, Mar 20, 2025.
お知らせ • Feb 23AB S.A. announces Annual dividend, payable on April 15, 2025AB S.A. announced Annual dividend of PLN 3.0000 per share payable on April 15, 2025, ex-date on April 07, 2025 and record date on April 08, 2025.
Buy Or Sell Opportunity • Nov 07Now 23% overvaluedOver the last 90 days, the stock has fallen 2.0% to €20.10. The fair value is estimated to be €16.39, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Buy Or Sell Opportunity • Oct 23Now 25% overvaluedOver the last 90 days, the stock has fallen 7.0% to €22.70. The fair value is estimated to be €18.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 7.0% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Buy Or Sell Opportunity • Sep 20Now 23% overvaluedOver the last 90 days, the stock has fallen 8.2% to €21.40. The fair value is estimated to be €17.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Buy Or Sell Opportunity • Sep 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 3.3% to €21.80. The fair value is estimated to be €17.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 8.9%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Aug 27Third quarter 2024 earnings released: EPS: zł1.48 (vs zł1.23 in 3Q 2023)Third quarter 2024 results: EPS: zł1.48 (up from zł1.23 in 3Q 2023). Revenue: zł1.79b (up 2.0% from 3Q 2023). Net income: zł24.0m (up 20% from 3Q 2023). Profit margin: 1.3% (up from 1.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 2 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 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 08AB S.A. (WSE:ABE) announces an Equity Buyback for 3,200,000 shares, for PLN 100 million.AB S.A. (WSE:ABE) announces a share repurchase program. Under the program, the company will repurchase up to 3,200,000 shares, for PLN 100 million worth of stock.
Reported Earnings • Jun 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł3.21b (down 9.3% from 2Q 2023). Net income: zł36.7m (up 15% from 2Q 2023). Profit margin: 1.1% (up from 0.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.1% 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 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 31% to €21.60. The fair value is estimated to be €17.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Upcoming Dividend • Mar 07Upcoming dividend of zł2.00 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 26First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł4.89b (up 2.0% from 1Q 2023). Net income: zł69.5m (up 2.4% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Feb 11AB S.A., Annual General Meeting, Mar 06, 2024AB S.A., Annual General Meeting, Mar 06, 2024, at 12:00 Central European Standard Time.
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €16.05. The fair value is estimated to be €20.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • Nov 24AB S.A. to Report Fiscal Year 2024 Results on Jan 07, 2025AB S.A. announced that they will report fiscal year 2024 results on Jan 07, 2025
お知らせ • Oct 28+ 1 more updateAB S.A. to Report Q1, 2024 Results on Feb 26, 2024AB S.A. announced that they will report Q1, 2024 results on Feb 26, 2024
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: zł9.76 (vs zł9.34 in FY 2022)Full year 2023 results: EPS: zł9.76 (up from zł9.34 in FY 2022). Revenue: zł15.2b (up 8.5% from FY 2022). Net income: zł158.1m (up 4.6% from FY 2022). Profit margin: 1.0% (in line with FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Aug 17AB S.A. to Report Fiscal Year 2023 Results on Jan 08, 2024AB S.A. announced that they will report fiscal year 2023 results on Jan 08, 2024