United Internet AG

XTRA:UTDI 株式レポート

時価総額:€4.5b

United Internet 過去の業績

過去 基準チェック /26

United Internetの収益は年間平均-28.6%の割合で減少していますが、 Telecom業界の収益は年間 減少しています。収益は年間5% 2.4%割合で 増加しています。 United Internetの自己資本利益率は7.3%であり、純利益率は4.6%です。

主要情報

-28.62%

収益成長率

-26.86%

EPS成長率

Telecom 業界の成長36.30%
収益成長率2.43%
株主資本利益率7.29%
ネット・マージン4.60%
次回の業績アップデート06 Aug 2026

最近の業績更新

Recent updates

ナラティブの更新 May 03

UTDI: Lower Discount Rate And Dividend Plan Will Shape Balanced Outlook

Analysts have lifted their price target on United Internet from €25.00 to €26.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Management plans to propose a dividend of €0.50 per share for 2025 at the Annual Shareholders’ Meeting on May 21, 2026.
ナラティブの更新 Apr 19

UTDI: Future Returns Will Reflect Stable Dividend Plans And Cautious Profit Assumptions

Analysts have slightly reduced their price target for United Internet from €30.60 to €30.44, reflecting updated assumptions about discount rates, revenue growth, profit margins and future P/E levels. What's in the News United Internet AG plans to propose an annual dividend of €0.50 per share for the 2025 financial year at the Annual Shareholders’ Meeting on May 21, 2026.
ナラティブの更新 Apr 05

UTDI: Higher Discount Rate And Lower P/E Will Limit Future Upside

Analysts have lowered their price target on United Internet by €7 to reflect updated views on discount rates, revenue growth assumptions and profit margins, while maintaining the fair value estimate at €25.00. Analyst Commentary Bearish analysts cutting the price target by €7 to €25.00 are signaling that, in their view, the balance of risks around discount rates, revenue expectations and margins has shifted to the downside for now.
ナラティブの更新 Mar 22

UTDI: Lowered Expectations Will Set Up Future Upside From Profitability

Analysts have reduced their price target on United Internet by €2.80 to €35.00, citing updated assumptions on long term fair value, profit margins, and future P/E that are reflected in recent Street research. Analyst Commentary Recent Street research includes a reduction in one published price target, with the latest move bringing that target down by €7.00.
ナラティブの更新 Mar 07

UTDI: Future Returns Will Reflect Trimmed Forecasts And Balanced Execution Risks

Narrative Update Analysts have trimmed their price target for United Internet by €0.28 to €30.60, reflecting slightly adjusted fair value assumptions and modest tweaks to growth, margin and P/E inputs following recent research updates. Analyst Commentary Recent research updates on United Internet focus on how the revised price target of €30.60 lines up with the company’s execution and the assumptions built into earnings and valuation models.
ナラティブの更新 Feb 21

UTDI: Revised Fair Value And Lower Multiples Will Shape Future Upside Potential

Analysts have revised their fair value estimate for United Internet from €21.00 to €25.00, citing updated assumptions on growth, profitability, and future P/E that underpin recent Street research, including the latest Berenberg price target move. Analyst Commentary Bearish analysts have recently adjusted their assumptions on United Internet, with at least one price target cut of €7 helping frame the more cautious end of the range around the stock.
ナラティブの更新 Feb 07

UTDI: Lower Expectations Will Set Up Future Upside From Improved Profitability

Narrative Update on United Internet The updated analyst price target for United Internet has moved lower by €4.20 to €37.80. Analysts point to reduced revenue growth assumptions, a higher discount rate, lower valuation multiples for Ionos and recent target cuts from the Street as key drivers of the change.
分析記事 Jan 31

United Internet (ETR:UTDI) Use Of Debt Could Be Considered Risky

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Jan 23

UTDI: Future Returns Will Reflect Mixed Ratings And Revised 2025 Earnings Outlook

Analysts have made a modest upward adjustment to their fair value estimate for United Internet to €30.88, reflecting updated assumptions for growth, margins and future P/E following recent price target cuts and rating changes on the stock. Analyst Commentary Recent rating changes and price target moves give you a mixed but useful read on how the market is framing United Internet right now.
分析記事 Jan 13

United Internet (ETR:UTDI) Could Be Struggling To Allocate Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブの更新 Jan 09

UTDI: Lower Ionos Multiples Will Continue To Cap Upside Potential

Analysts have reduced their price target for United Internet to €27 from €31, citing lower valuation multiples for Ionos as a key reason for their more cautious stance. Analyst Commentary Bearish analysts have shifted to a more cautious stance on United Internet, moving their recommendation to Hold and trimming the price target to €27 from €31.
ナラティブの更新 Dec 15

UTDI: Lower Ionos Multiples Will Limit Upside Despite Raised Fair Value Estimate

Analysts have modestly raised their price target for United Internet to approximately EUR 21 from around EUR 14.46, citing a slightly higher discount rate, improved profit margin assumptions and somewhat richer future valuation multiples, partially offset by more conservative revenue growth expectations and lower peer multiples, particularly at Ionos. Analyst Commentary Recent Street research signals a more cautious stance on United Internet, with several bearish analysts recalibrating their assumptions for both the core business and key subsidiary Ionos.
分析記事 Dec 08

Investors Holding Back On United Internet AG (ETR:UTDI)

It's not a stretch to say that United Internet AG's ( ETR:UTDI ) price-to-sales (or "P/S") ratio of 0.7x seems quite...
ナラティブの更新 Dec 01

UTDI: Share Performance Will Likely Improve Due To Sector Mergers Ahead

United Internet's analyst price target saw a slight decrease from €30.94 to €30.74, as analysts cite lower valuation multiples for Ionos and adjusted sector outlooks in their revised assessments. Analyst Commentary Recent analyst activity regarding United Internet reflects both optimistic outlooks and cautious perspectives on the company's valuation and growth prospects.
ナラティブの更新 Nov 17

UTDI: Share Performance Will Likely Benefit From Upcoming Telecom Sector Mergers

Analysts have modestly raised United Internet's fair value estimate to €30.94. This increase reflects an improved profit margin and revenue outlook, despite lower sector valuation multiples cited in recent research updates.
ナラティブの更新 Nov 01

UTDI: Near-Term Mergers Will Drive Share Outperformance Amid Sector Upgrades

Narrative Update on United Internet: Analyst Price Target Revision Analysts have slightly lowered their price target for United Internet from €30.80 to approximately €30.76, citing adjusted sector ratings and expectations of near-term benefits from industry mergers. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade in sector ratings, suggesting increased confidence in the company's relative position.
分析記事 Oct 22

Is United Internet (ETR:UTDI) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Oct 18

Upgraded 5G And IONOS Cloud Will Improve Digital Connectivity

Analysts have slightly increased their fair value price target for United Internet from €30.44 to €30.80, citing recent upgrades and expectations that industry consolidation could benefit the stock’s near-term performance. Analyst Commentary Bullish Takeaways Bullish analysts note that industry consolidation could act as a catalyst for United Internet’s share performance in the near term.
ナラティブの更新 Oct 04

Upgraded 5G And IONOS Cloud Will Improve Digital Connectivity

Analysts have raised their price target for United Internet from €29.34 to €30.44, citing improved sector outlook driven by recent telecom operator upgrades and expectations that industry mergers will support near-term performance. Analyst Commentary Bullish Takeaways Bullish analysts highlight sector-wide upgrades and improving fundamentals in the telecom industry as drivers for United Internet's revaluation.
分析記事 Oct 04

United Internet's (ETR:UTDI) Returns On Capital Not Reflecting Well On The Business

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
ナラティブの更新 Sep 05

Upgraded 5G And IONOS Cloud Will Improve Digital Connectivity

With consensus forecasts for both revenue growth (3.2% p.a.) and net profit margin (7.51%) unchanged, analysts have left United Internet’s fair value estimate steady at €29.34. What's in the News United Internet AG confirmed full-year 2025 earnings guidance, expecting consolidated sales to rise to approximately EUR 6.45 billion from EUR 6.303 billion in the prior year.
分析記事 Aug 27

United Internet AG's (ETR:UTDI) Earnings Haven't Escaped The Attention Of Investors

United Internet AG's ( ETR:UTDI ) price-to-earnings (or "P/E") ratio of 37.1x might make it look like a strong sell...
分析記事 Jul 18

United Internet (ETR:UTDI) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
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新しいナラティブ Jul 16

5G And Fiber Rollouts Will Expand Digital Markets

Heavy investment in networks and successful customer migration aim to boost future margins, reduce reliance on partners, and improve cost structure and earnings stability.

収支内訳

United Internet 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

XTRA:UTDI 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
31 Mar 266,1522831,3460
31 Dec 256,1202571,3720
30 Sep 256,3851301,4150
30 Jun 256,030671,4020
31 Mar 255,965-1091,4000
31 Dec 246,017-881,3850
30 Sep 246,086-311,3780
30 Jun 246,298261,3850
31 Mar 246,2462171,3480
31 Dec 236,2132331,3290
30 Sep 236,1202661,3190
30 Jun 236,0423111,2930
31 Mar 236,0103391,2930
31 Dec 225,9153671,2630
30 Sep 225,8633861,2370
30 Jun 225,7723771,2140
31 Mar 225,6983921,1840
31 Dec 215,6464161,1550
30 Sep 215,5503791,1350
30 Jun 215,4853271,1120
31 Mar 215,4303441,0800
31 Dec 205,3672911,0670
30 Sep 205,3244021,0460
30 Jun 205,2954551,0290
31 Mar 205,2474481,0410
31 Dec 195,1944241,0420
30 Sep 195,1424021,0420
30 Jun 195,1101741,0380
31 Mar 195,1091541,0160
31 Dec 185,1031899960
30 Sep 185,014929900
30 Jun 184,8016219520
31 Mar 184,5246058920
31 Dec 174,2066118230
30 Sep 173,9886957410
30 Jun 173,8824017050
31 Mar 173,7923217030
31 Dec 163,8081767040
30 Sep 163,7891497150
30 Jun 163,7731397170
31 Mar 163,7792327340
31 Dec 153,7163667390
30 Sep 153,6494417320
30 Jun 153,4554947010

質の高い収益: UTDIは 高品質の収益 を持っています。

利益率の向上: UTDI過去に利益を上げました。


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: UTDIの収益は過去 5 年間で年間28.6%減少しました。

成長の加速: UTDIは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: UTDI昨年収益を上げたため、昨年の収益成長をTelecom業界 ( -13.7% ) と比較することは困難です。


株主資本利益率

高いROE: UTDIの 自己資本利益率 ( 7.3% ) 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

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 10:08
終値2026/05/22 00:00
収益2026/03/31
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

United Internet AG 9 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。26

アナリスト機関
Stephen MalcolmArete Research Services LLP
Ganesha NageshaBarclays
Gustav FrobergBerenberg