1&1 AG

XTRA:1U1 株式レポート

時価総額:€4.0b

1&1 将来の成長

Future 基準チェック /16

1&1利益と収益がそれぞれ年間3.3%と2.7%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2.8% 5.1%なると予測されています。

主要情報

3.3%

収益成長率

5.10%

EPS成長率

Wireless Telecom 収益成長47.8%
収益成長率2.7%
将来の株主資本利益率2.80%
アナリストカバレッジ

Good

最終更新日16 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 May 05

1U1: Higher Multiple And Softer Margins Will Likely Keep Shares Overvalued

Analysts now set their average price target for 1&1 at €10.10, compared with the previous €7.00, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E expectations. Valuation Changes Fair Value was raised from €7.00 to about €10.10, indicating a higher implied valuation per share.
ナラティブ更新 Apr 21

1U1: Future Returns Will Reflect Higher Margins And A Lower P/E

Analysts have nudged their price target on 1&1 slightly lower from €23.28 to €23.08, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from €23.28 to €23.08.
ナラティブ更新 Apr 07

1U1: Future Returns Will Balance Lower Margins With Higher Earnings Multiple

Analysts have lifted their price target for 1&1 from €21.79 to €23.28, citing updated assumptions on fair value, discount rate, growth, margins and future P/E as key inputs in their revised view. Valuation Changes Fair Value: revised from €21.79 to €23.28, indicating a modest uplift in the estimated share value.
ナラティブ更新 Mar 24

1U1: Higher Future P/E Assumption Will Support A Stronger Upside Case

Analysts have nudged their fair value estimate for 1&1 up from €30.00 to €31.00. This reflects updated assumptions that include a higher discount rate, lower revenue growth and profit margin projections, and a higher future P/E multiple.
ナラティブ更新 Mar 07

1U1: Expected Margin Uptick Will Still Leave Shares Looking Overvalued

Analysts have adjusted their price target for 1&1 slightly, now reflecting updated views on revenue trends, profit margins and a modestly revised forward P/E. Together, these factors support a refined but still consistent valuation framework in € terms.
ナラティブ更新 Feb 21

1U1: Slightly Weaker Revenue And Lower Future P/E Will Pressure Returns

Analysts have slightly adjusted their price target on 1&1, with the change linked to small refinements in revenue growth, profit margin and future P/E assumptions, rather than any major shift in the fundamental view. Valuation Changes Fair Value: €7.0 remains unchanged, suggesting no material shift in the overall valuation anchor used in this analysis.
分析記事 Feb 10

1&1 AG's (ETR:1U1) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 36.5x 1&1 AG ( ETR:1U1 ) may be sending very bearish signals at the...
ナラティブ更新 Feb 07

1U1: Flat Service Revenue And Lower Future P/E Will Pressure Returns

Analysts have trimmed their price target for 1&1 to €7.00. This reflects updated views on slightly higher discount rates, marginally weaker revenue growth, a small improvement in profit margins and a modestly lower future P/E assumption.
ナラティブ更新 Jan 23

1U1: Flat Service Revenue And Lower P/E Expectations Will Pressure Returns

Narrative Update on 1&1 The analyst price target for 1&1 has been revised lower from about €11.02 to about €7.08. Analysts point to updated fair value estimates and a lower assumed future P/E multiple as key drivers of the change.
分析記事 Jan 12

1&1 (ETR:1U1) Will Want To Turn Around Its Return Trends

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブ更新 Jan 09

1U1: Stable Contracts And Flat Service Revenue Will Pressure Future Earnings

Analysts have trimmed their price expectations for 1&1 to about €11.02 from roughly €11.19, pointing to more cautious assumptions on revenue growth, profit margins and a higher future P/E multiple in their updated models. What's in the News 1&1 AG confirmed its earnings guidance for the full year 2025, keeping its previously communicated outlook in place.
分析記事 Dec 17

Here's Why 1&1 (ETR:1U1) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブ更新 Dec 17

1U1: Index Additions Will Mask Future Earnings Weakness

Analysts have raised their price target on 1&1 from approximately €10.40 to about €11.19. This reflects improved expectations for revenue contraction moderating, profit margins strengthening, and a lower future P/E multiple supporting a more attractive valuation.
ナラティブ更新 Dec 02

1U1: Strong Index Inclusions Will Not Offset Overvaluation Concerns

Analysts have raised their price target for 1&1 from €21.12 to €21.79. They cite improved revenue growth expectations as well as slight enhancements in profit margin and valuation metrics.
分析記事 Oct 28

Getting In Cheap On 1&1 AG (ETR:1U1) Is Unlikely

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider 1&1...
分析記事 Sep 10

1&1 (ETR:1U1) Will Be Hoping To Turn Its Returns On Capital Around

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
ナラティブ更新 Sep 02

5G Build-Out And OpenRAN Will Empower Next Gen Connectivity

The consensus Analyst Price Target for 1&1 has increased slightly to €21.12, as future P/E and revenue growth forecasts remain essentially unchanged. What's in the News 1&1 AG has been dropped from the Germany SDAX (Total Return) Index.
分析記事 Aug 15

There May Be Some Bright Spots In 1&1's (ETR:1U1) Earnings

XTRA:1U1 1 Year Share Price vs Fair Value Explore 1&1's Fair Values from the Community and select yours Soft earnings...
分析記事 Jul 21

1&1 (ETR:1U1) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jun 20

Risks To Shareholder Returns Are Elevated At These Prices For 1&1 AG (ETR:1U1)

There wouldn't be many who think 1&1 AG's ( ETR:1U1 ) price-to-earnings (or "P/E") ratio of 18.5x is worth a mention...
分析記事 May 15

Analysts Have Made A Financial Statement On 1&1 AG's (ETR:1U1) First-Quarter Report

Shareholders might have noticed that 1&1 AG ( ETR:1U1 ) filed its quarterly result this time last week. The early...
分析記事 May 05

Returns On Capital Signal Tricky Times Ahead For 1&1 (ETR:1U1)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 Mar 18

1&1 AG's (ETR:1U1) Price Is Right But Growth Is Lacking After Shares Rocket 26%

The 1&1 AG ( ETR:1U1 ) share price has done very well over the last month, posting an excellent gain of 26...
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新しいナラティブ Feb 09

Mobile Network Expansion Could Improve Revenue But Faces Legal And Competitive Challenges

Increased antenna sites could improve network quality and customer acquisition, boosting revenue growth.
分析記事 Jan 14

1&1 (ETR:1U1) Could Be Struggling To Allocate Capital

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

There May Be Some Bright Spots In 1&1's (ETR:1U1) Earnings

The most recent earnings report from 1&1 AG ( ETR:1U1 ) was disappointing for shareholders. While the headline numbers...
分析記事 Nov 13

There's No Escaping 1&1 AG's (ETR:1U1) Muted Earnings

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 16x, you may consider 1&1...
分析記事 Oct 15

Returns On Capital At 1&1 (ETR:1U1) Paint A Concerning Picture

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 Aug 09

Improved Earnings Required Before 1&1 AG (ETR:1U1) Shares Find Their Feet

1&1 AG's ( ETR:1U1 ) price-to-earnings (or "P/E") ratio of 7.3x might make it look like a strong buy right now compared...
分析記事 Jun 11

1&1 AG's (ETR:1U1) Intrinsic Value Is Potentially 96% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, 1&1 fair value estimate is €34.19 Current share price of...
分析記事 May 21

1&1's (ETR:1U1) Soft Earnings Don't Show The Whole Picture

The market for 1&1 AG's ( ETR:1U1 ) shares didn't move much after it posted weak earnings recently. We did some...
分析記事 May 11

1&1 AG Just Missed EPS By 7.1%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for 1&1 AG ( ETR:1U1 ), which a week ago released some disappointing quarterly...
分析記事 Apr 23

1&1's (ETR:1U1) Returns On Capital Not Reflecting Well On The Business

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 Feb 26

Improved Earnings Required Before 1&1 AG (ETR:1U1) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 9.3x 1&1 AG ( ETR:1U1 ) may be sending bullish signals at the moment...
分析記事 Jan 04

1&1 (ETR:1U1) Has More To Do To Multiply In Value Going Forward

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 Dec 06

Is 1&1 AG (ETR:1U1) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights 1&1's estimated fair value is €12.99 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Sep 07

Returns On Capital At 1&1 (ETR:1U1) Have Hit The Brakes

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 May 31

1&1 (ETR:1U1) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Apr 01

Calculating The Fair Value Of 1&1 AG (ETR:1U1)

Key Insights The projected fair value for 1&1 is €10.25 based on 2 Stage Free Cash Flow to Equity 1&1's €10.12 share...
分析記事 Feb 03

1&1 (ETR:1U1) Hasn't Managed To Accelerate Its Returns

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...

業績と収益の成長予測

XTRA:1U1 - 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
12/31/20284,6152202138045
12/31/20274,4292111657698
12/31/20264,6171721287194
12/31/20254,136166193604N/A
9/30/20254,063127162610N/A
6/30/20254,055151190565N/A
3/31/20254,058177-42267N/A
12/31/20244,06421320311N/A
9/30/20244,082258-87146N/A
6/30/20244,120271-70178N/A
3/31/20244,100304-51214N/A
12/31/20234,097315-70226N/A
9/30/20234,045324-82216N/A
6/30/20234,005348-314-34N/A
3/31/20234,009360-69199N/A
12/31/20223,964367-66183N/A
9/30/20223,958363271372N/A
6/30/20223,931362407487N/A
3/31/20223,912358360415N/A
12/31/20213,910370395432N/A
9/30/20213,875283265300N/A
6/30/20213,836242241439N/A
3/31/20213,820245243447N/A
12/31/20203,787220243451N/A
9/30/20203,759346334539N/A
6/30/20203,750379473506N/A
3/31/20203,713373438464N/A
12/31/20193,675374355376N/A
9/30/20193,645394N/A262N/A
6/30/20193,622406N/A178N/A
3/31/20193,633410N/A200N/A
12/31/20183,635406N/A156N/A
9/30/20183,540326N/A212N/A
6/30/20183,355314N/A204N/A
3/31/20183,092308N/A270N/A
12/31/20172,812294N/A348N/A
9/30/20172,634299N/A312N/A
12/31/20162,430204N/A211N/A

アナリストによる今後の成長予測

収入対貯蓄率: 1U1の予測収益成長率 (年間3.3% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: 1U1の収益 ( 3.3% ) German市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: 1U1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: 1U1の収益 ( 2.7% ) German市場 ( 6.4% ) よりも低い成長が予測されています。

高い収益成長: 1U1の収益 ( 2.7% ) 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: 1U1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 ( 2.8 %)。


成長企業の発掘

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2026/05/06 18:11
終値2026/05/06 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

1&1 AG 8 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。22

アナリスト機関
Stephen MalcolmArete Research Services LLP
Andrew Charles BealeArete Research Services LLP
Ganesha NageshaBarclays