View ValuationGROUPE SFPI 将来の成長Future 基準チェック /16GROUPE SFPI利益と収益がそれぞれ年間16.8%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.1% 16.6%なると予測されています。主要情報16.8%収益成長率16.62%EPS成長率Electronic 収益成長34.1%収益成長率2.6%将来の株主資本利益率9.10%アナリストカバレッジLow最終更新日22 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 updatesBoard Change • May 20Less 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. 4 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 07GROUPE SFPI SA, Annual General Meeting, Jun 18, 2026GROUPE SFPI SA, Annual General Meeting, Jun 18, 2026. Location: 20 rue de l arc de triomphe, paris FranceBoard Change • Dec 30Less 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. 4 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Sep 18+ 3 more updatesGROUPE SFPI SA to Report First Half, 2026 Results on Sep 23, 2026GROUPE SFPI SA announced that they will report first half, 2026 results on Sep 23, 2026お知らせ • May 15GROUPE SFPI SA, Annual General Meeting, Jun 20, 2025GROUPE SFPI SA, Annual General Meeting, Jun 20, 2025. Location: 20 rue de l arc de triomphe, paris Franceお知らせ • Dec 23+ 3 more updatesGROUPE SFPI SA to Report Fiscal Year 2024 Results on Apr 17, 2025GROUPE SFPI SA announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Apr 17, 2025Reported Earnings • Oct 02First half 2024 earnings releasedFirst half 2024 results: Revenue: €341.6m (down 4.2% from 1H 2023). Net income: €9.90m (up 50% from 1H 2023). Profit margin: 2.9% (up from 1.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: €0.01 (vs €0.24 in FY 2022)Full year 2023 results: EPS: €0.01 (down from €0.24 in FY 2022). Revenue: €688.8m (up 9.5% from FY 2022). Net income: €1.18m (down 95% from FY 2022). Profit margin: 0.2% (down from 3.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.New Risk • Apr 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. 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 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin).お知らせ • Feb 27GROUPE SFPI SA to Report Fiscal Year 2023 Results on Apr 18, 2024GROUPE SFPI SA announced that they will report fiscal year 2023 results at 5:40 PM, Central European Standard Time on Apr 18, 2024お知らせ • Feb 02+ 1 more updateArc Management SAS completed the acquisition of 6.65% stake in GROUPE SFPI SA (ENXTPA:SFPI) form Spring Management.Arc Management SAS agreed to acquire 6.65% stake in GROUPE SFPI SA (ENXTPA:SFPI) form Spring Management for €15.3 million on December 20, 2023. The acquisition is at price of €2.50 per share. As a result of these acquisitions (i) Henri Morel would therefore hold, directly and indirectly through ARC Management which he controls, 57.52% of the capital and 67.52% of the theoretical voting rights of SFPI Group, and (ii) Crédit Mutuel Equity and BNP Paribas Développement would hold respectively 10.00% and 4.00% of the capital and 10.80% and 3.72% of the theoretical voting rights of SFPI Group. Arc Management of the funds required for the acquisition under a bank loan. This acquisition will be completed early February 2024. Arc Management SAS completed the acquisition of 6.65% stake in GROUPE SFPI SA (ENXTPA:SFPI) form Spring Management on February 1, 2024. In a related transaction, Crédit Mutuel Equity SCR and BNP Paribas Développement also acquired 2.66% and 2.03% stake in GROUPE SFPI SA from Spring Management, respectively. ARC Management, Crédit Mutuel Equity and BNP Paribas Development do not act in concert and remain free to manage their respective interests. On completion, Spring Management has resigned as a director of Groupe SFPI, effective February 2, 2024.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €1.76, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 14% over the past year.お知らせ • Oct 06GROUPE SFPI SA, Annual General Meeting, Jun 18, 2024GROUPE SFPI SA, Annual General Meeting, Jun 18, 2024.お知らせ • Aug 27GROUPE SFPI SA to Report First Half, 2023 Results on Sep 21, 2023GROUPE SFPI SA announced that they will report first half, 2023 results on Sep 21, 2023Upcoming Dividend • Jun 14Upcoming dividend of €0.05 per share at 2.3% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).Reported Earnings • Apr 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €629.1m (up 11% from FY 2021). Net income: €22.0m (down 32% from FY 2021). Profit margin: 3.5% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 13% 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. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. 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 • Sep 24First half 2022 earnings released: EPS: €0.12 (vs €0.17 in 1H 2021)First half 2022 results: EPS: €0.12 (down from €0.17 in 1H 2021). Revenue: €305.9m (up 8.0% from 1H 2021). Net income: €11.0m (down 30% from 1H 2021). Profit margin: 3.6% (down from 5.5% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Jun 15Upcoming dividend of €0.08 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.2%).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. 8 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. 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 • Apr 23Full year 2021 earnings released: EPS: €0.34 (vs €0.18 in FY 2020)Full year 2021 results: EPS: €0.34 (up from €0.18 in FY 2020). Revenue: €569.0m (up 14% from FY 2020). Net income: €32.2m (up 83% from FY 2020). Profit margin: 5.7% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 26% growth forecast for the industry in Germany.Reported Earnings • Sep 26First half 2021 earnings released: EPS €0.16 (vs €0.048 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €283.3m (up 25% from 1H 2020). Net income: €15.7m (up €20.4m from 1H 2020). Profit margin: 5.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.業績と収益の成長予測DB:EKN - 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12/31/2028674292741112/31/2027658272637112/31/2026639232232112/31/2025625173142N/A9/30/2025628112939N/A6/30/202563052637N/A3/31/2025648103144N/A12/31/2024666153651N/A9/30/2024670104058N/A6/30/202467454365N/A3/31/202468134064N/A12/31/202368913763N/A9/30/202368492754N/A6/30/2023680171845N/A3/31/2023654201136N/A12/31/202262922426N/A9/30/202261025829N/A6/30/2022591281231N/A3/31/2022580302237N/A12/31/2021569323343N/A9/30/2021562353749N/A6/30/2021555384154N/A3/31/2021527284154N/A12/31/2020499184055N/A9/30/202050163550N/A6/30/2020503-53145N/A3/31/2020533-12541N/A12/31/201956241937N/A9/30/20195616N/A34N/A6/30/20195618N/A30N/A3/31/201955511N/A31N/A12/31/201855014N/A31N/A9/30/201854218N/A34N/A6/30/201853523N/A37N/A3/31/201852021N/A37N/A12/31/201750419N/A38N/A9/30/201748917N/A33N/A6/30/201747416N/A29N/A3/31/201747516N/A26N/A12/31/201647517N/A23N/A9/30/201649015N/A20N/A6/30/201650413N/A17N/A3/31/201650610N/A23N/A12/31/20155097N/A28N/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: EKNの予測収益成長率 (年間16.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: EKNの収益 ( 16.8% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: EKN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: EKNの収益 ( 2.6% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: EKNの収益 ( 2.6% ) 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: EKNの 自己資本利益率 は、3年後には低くなると予測されています ( 9.1 %)。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2026/05/22 19:22終値2026/05/22 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GROUPE SFPI SA 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Jean-Christophe Lefèvre-MoulenqCIC Market Solutions (ESN)Emmanuel ParotGilbert DupontStephanie LefebvreGilbert Dupont4 その他のアナリストを表示
Board Change • May 20Less 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. 4 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 07GROUPE SFPI SA, Annual General Meeting, Jun 18, 2026GROUPE SFPI SA, Annual General Meeting, Jun 18, 2026. Location: 20 rue de l arc de triomphe, paris France
Board Change • Dec 30Less 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. 4 experienced directors. 4 highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Sep 18+ 3 more updatesGROUPE SFPI SA to Report First Half, 2026 Results on Sep 23, 2026GROUPE SFPI SA announced that they will report first half, 2026 results on Sep 23, 2026
お知らせ • May 15GROUPE SFPI SA, Annual General Meeting, Jun 20, 2025GROUPE SFPI SA, Annual General Meeting, Jun 20, 2025. Location: 20 rue de l arc de triomphe, paris France
お知らせ • Dec 23+ 3 more updatesGROUPE SFPI SA to Report Fiscal Year 2024 Results on Apr 17, 2025GROUPE SFPI SA announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Apr 17, 2025
Reported Earnings • Oct 02First half 2024 earnings releasedFirst half 2024 results: Revenue: €341.6m (down 4.2% from 1H 2023). Net income: €9.90m (up 50% from 1H 2023). Profit margin: 2.9% (up from 1.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: €0.01 (vs €0.24 in FY 2022)Full year 2023 results: EPS: €0.01 (down from €0.24 in FY 2022). Revenue: €688.8m (up 9.5% from FY 2022). Net income: €1.18m (down 95% from FY 2022). Profit margin: 0.2% (down from 3.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany.
New Risk • Apr 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. 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 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.6% net profit margin).
お知らせ • Feb 27GROUPE SFPI SA to Report Fiscal Year 2023 Results on Apr 18, 2024GROUPE SFPI SA announced that they will report fiscal year 2023 results at 5:40 PM, Central European Standard Time on Apr 18, 2024
お知らせ • Feb 02+ 1 more updateArc Management SAS completed the acquisition of 6.65% stake in GROUPE SFPI SA (ENXTPA:SFPI) form Spring Management.Arc Management SAS agreed to acquire 6.65% stake in GROUPE SFPI SA (ENXTPA:SFPI) form Spring Management for €15.3 million on December 20, 2023. The acquisition is at price of €2.50 per share. As a result of these acquisitions (i) Henri Morel would therefore hold, directly and indirectly through ARC Management which he controls, 57.52% of the capital and 67.52% of the theoretical voting rights of SFPI Group, and (ii) Crédit Mutuel Equity and BNP Paribas Développement would hold respectively 10.00% and 4.00% of the capital and 10.80% and 3.72% of the theoretical voting rights of SFPI Group. Arc Management of the funds required for the acquisition under a bank loan. This acquisition will be completed early February 2024. Arc Management SAS completed the acquisition of 6.65% stake in GROUPE SFPI SA (ENXTPA:SFPI) form Spring Management on February 1, 2024. In a related transaction, Crédit Mutuel Equity SCR and BNP Paribas Développement also acquired 2.66% and 2.03% stake in GROUPE SFPI SA from Spring Management, respectively. ARC Management, Crédit Mutuel Equity and BNP Paribas Development do not act in concert and remain free to manage their respective interests. On completion, Spring Management has resigned as a director of Groupe SFPI, effective February 2, 2024.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €1.76, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 14% over the past year.
お知らせ • Oct 06GROUPE SFPI SA, Annual General Meeting, Jun 18, 2024GROUPE SFPI SA, Annual General Meeting, Jun 18, 2024.
お知らせ • Aug 27GROUPE SFPI SA to Report First Half, 2023 Results on Sep 21, 2023GROUPE SFPI SA announced that they will report first half, 2023 results on Sep 21, 2023
Upcoming Dividend • Jun 14Upcoming dividend of €0.05 per share at 2.3% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Apr 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €629.1m (up 11% from FY 2021). Net income: €22.0m (down 32% from FY 2021). Profit margin: 3.5% (down from 5.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 13% 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. 9 experienced directors. No highly experienced directors. 2 independent directors (6 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. 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 • Sep 24First half 2022 earnings released: EPS: €0.12 (vs €0.17 in 1H 2021)First half 2022 results: EPS: €0.12 (down from €0.17 in 1H 2021). Revenue: €305.9m (up 8.0% from 1H 2021). Net income: €11.0m (down 30% from 1H 2021). Profit margin: 3.6% (down from 5.5% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Jun 15Upcoming dividend of €0.08 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.2%).
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. 8 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Independent Director Marie-Cecile Matar was the last independent director to join the board, commencing their role in 2018. 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 • Apr 23Full year 2021 earnings released: EPS: €0.34 (vs €0.18 in FY 2020)Full year 2021 results: EPS: €0.34 (up from €0.18 in FY 2020). Revenue: €569.0m (up 14% from FY 2020). Net income: €32.2m (up 83% from FY 2020). Profit margin: 5.7% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 26% growth forecast for the industry in Germany.
Reported Earnings • Sep 26First half 2021 earnings released: EPS €0.16 (vs €0.048 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €283.3m (up 25% from 1H 2020). Net income: €15.7m (up €20.4m from 1H 2020). Profit margin: 5.5% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue.