1&1 AG

XTRA:1U1 株式レポート

時価総額：€4.2b

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9%と1.8%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3.5% 12%なると予測されています。

主要情報

9.0%

収益成長率

12.04%

EPS成長率

Wireless Telecom 収益成長20.6%
収益成長率1.8%
将来の株主資本利益率3.49%
アナリストカバレッジ

Good

最終更新日10 Sep 2026

今後の成長に関する最新情報

分析記事 • May 15

Earnings Miss: 1&1 AG Missed EPS By 62% And Analysts Are Revising Their Forecasts

Last week saw the newest quarterly earnings release from 1&1 AG ( ETR:1U1 ), an important milestone in the company's...

Recent updates

ナラティブ更新 • Sep 03

1U1: Higher Profitability Outlook Will Support A Stronger Upside Case

Analysts have reduced their price target for 1&1 from €31.00 to €30.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What’s in the News for 1&1 1&1 issued earnings guidance for fiscal year 2026, indicating that service revenue is expected to be at the prior year level.
ナラティブ更新 • Jul 30

1U1: Future Returns Will Reflect Higher Fair Value And Stable Fundamentals

Analysts now set a higher price target for 1&1 at approximately €25.28 compared with about €23.10 previously. This reflects updated fair value estimates alongside slight adjustments to revenue growth, profit margin expectations and future P/E assumptions.
ナラティブ更新 • Jul 16

1U1: Higher Multiple And Index Removal Will Likely Sustain Overvaluation

Analysts have raised their price target on 1&1 to €18.50 from €10.56, citing updated assumptions for modest revenue growth, a slightly higher profit margin, and a revised future P/E multiple. What's in the News for 1&1 1&1 AG has been removed from the Germany TECDAX Index (Price Return), according to key developments data.
ナラティブ更新 • Jun 27

1U1: Weaker Revenue Outlook And Lower P/E Will Likely Sustain Overvaluation

Analysts have adjusted their price target for 1&1 slightly higher to about €10.56 from roughly €10.10, citing updated expectations for revenue growth, margins, and future P/E assumptions. What’s in the News for 1&1 1&1 AG has been removed from the Germany TECDAX (Total Return) Index, according to key index constituent updates.
ナラティブ更新 • Jun 13

1U1: Future Returns Will Reflect Steady Margins And Largely Unchanged Outlook

Analysts have inched their price target for 1&1 slightly higher to €23.10 from €23.08. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that leave the overall valuation framework broadly unchanged.
ナラティブ更新 • May 29

1U1: Future Returns Will Balance Firmer Margins With A Softer Outlook

Analysts have kept their €23.08 price target for 1&1 unchanged, citing slightly higher projected profit margins and a modestly higher discount rate that broadly offset a softer revenue growth outlook and a marginally lower future P/E assumption. Valuation Changes Fair Value: The €23.08 price estimate is unchanged, indicating no revision to the overall valuation outcome.
分析記事 • May 15

Earnings Miss: 1&1 AG Missed EPS By 62% And Analysts Are Revising Their Forecasts

Last week saw the newest quarterly earnings release from 1&1 AG ( ETR:1U1 ), an important milestone in the company's...
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...
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.
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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.

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
12/31/20284,6742242057947
12/31/20274,5802031557558
12/31/20264,4961751407976
6/30/20264,399122249762N/A
3/31/20264,263136233712N/A
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
3/31/20203,713373N/A464N/A
12/31/20193,675374N/A376N/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9% ) は 貯蓄率 ( 2.1% ) を上回っています。

収益対市場: 1U1の収益 ( 9% ) German市場 ( 15.1% ) 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 ( 1.8% ) 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: 1U1の収益 ( 1.8% ) 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 ( 3.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/10 15:48
終値2026/09/10 00:00
収益2026/06/30
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

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した 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。21

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