View Valuation1&1 将来の成長Future 基準チェック /161&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47.3%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お知らせ • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).お知らせ • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).お知らせ • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).Price Target Changed • Sep 30Price target lowered to €28.08Down from €30.32, the current price target is an average from 16 analysts. The new target price is 48% above the current share price of €18.99. As of last close, the stock is down 33% over the past year.すべての更新を表示Recent updatesお知らせ • Apr 09+ 1 more update1&1 AG, Annual General Meeting, May 20, 20261&1 AG, Annual General Meeting, May 20, 2026, at 11:00 W. Europe Standard Time.お知らせ • Dec 18+ 3 more updates1&1 AG to Report Fiscal Year 2025 Results on Mar 19, 20261&1 AG announced that they will report fiscal year 2025 results on Mar 19, 2026お知らせ • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).お知らせ • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).お知らせ • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).お知らせ • Apr 04+ 1 more update1&1 AG, Annual General Meeting, May 14, 20251&1 AG, Annual General Meeting, May 14, 2025, at 11:00 W. Europe Standard Time.お知らせ • Jan 03+ 1 more update1&1 AG Announces Chief Financial Officer Changes1&1 AG announced its chief financial officer Markus Huhn has resigned on December 31. The company appointed Sascha D'Avis, current CFO of 1&1 Telecommunication SE and 1&1 Mobilfunk GmbH as its new finance chief. Since 2024, D'Avis has been working with 1&1 in various management roles in the finance division of the group. The company also noted that Huhn, who served the company for more than 30 years, will continue to serve in the position he took up in April 2023 on the Management Board of United Internet AG.お知らせ • Nov 28+ 3 more updates1&1 AG to Report Q1, 2025 Results on May 12, 20251&1 AG announced that they will report Q1, 2025 results on May 12, 2025Reported Earnings • Nov 13Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.34 (down from €0.41 in 3Q 2023). Revenue: €1.00b (down 3.6% from 3Q 2023). Net income: €59.9m (down 18% from 3Q 2023). Profit margin: 6.0% (down from 7.0% in 3Q 2023). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.30 (vs €0.49 in 2Q 2023)Second quarter 2024 results: EPS: €0.30 (down from €0.49 in 2Q 2023). Revenue: €991.5m (up 2.0% from 2Q 2023). Net income: €53.8m (down 38% from 2Q 2023). Profit margin: 5.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €12.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Wireless Telecom industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.40 per share.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €12.30. The fair value is estimated to be €16.40, however this is not to be taken as a buy 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 5.6%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.Upcoming Dividend • May 10Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.4%).Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.47 (vs €0.53 in 1Q 2023)First quarter 2024 results: EPS: €0.47 (down from €0.53 in 1Q 2023). Revenue: €1.02b (flat on 1Q 2023). Net income: €82.7m (down 12% from 1Q 2023). Profit margin: 8.1% (down from 9.2% in 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 24Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 17th May 2024 Payment date: 21st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.6%.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €18.22, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.09 per share.お知らせ • Dec 22+ 4 more updates1&1 AG to Report First Half, 2024 Results on Aug 08, 20241&1 AG announced that they will report first half, 2024 results on Aug 08, 2024Reported Earnings • Nov 12Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: €0.41 (down from €0.56 in 3Q 2022). Revenue: €1.04b (up 4.0% from 3Q 2022). Net income: €73.0m (down 25% from 3Q 2022). Profit margin: 7.0% (down from 9.8% in 3Q 2022). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €16.08, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total loss to shareholders of 33% over the past three years.New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.49 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €0.49 (down from €0.55 in 2Q 2022). Revenue: €972.1m (flat on 2Q 2022). Net income: €86.0m (down 12% from 2Q 2022). Profit margin: 8.8% (down from 10.0% in 2Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 10Upcoming dividend of €0.05 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.4% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.6%).Reported Earnings • Apr 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €2.08 (down from €2.10 in FY 2021). Revenue: €3.96b (up 1.4% from FY 2021). Net income: €367.3m (flat on FY 2021). Profit margin: 9.3% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Dec 07+ 2 more updates1&1 AG to Report Q1, 2023 Results on May 10, 20231&1 AG announced that they will report Q1, 2023 results on May 10, 2023お知らせ • Nov 30+ 1 more update1&1 AG, Annual General Meeting, May 16, 20231&1 AG, Annual General Meeting, May 16, 2023.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: €0.55 (up from €0.53 in 2Q 2021). Revenue: €976.1m (up 2.0% from 2Q 2021). Net income: €97.4m (up 4.1% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 9.8%. Over the next year, revenue is forecast to grow 2.2%, compared to a 2.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: €0.58 (down from €0.65 in 1Q 2021). Revenue: €975.9m (flat on 1Q 2021). Net income: €101.6m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 2.7%, compared to a 1.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.Upcoming Dividend • May 12Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Payout ratio is a comfortable 2.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (6.7%).Reported Earnings • Mar 19Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.10 (up from €1.25 in FY 2020). Revenue: €3.91b (up 3.2% from FY 2020). Net income: €370.0m (up 69% from FY 2020). Profit margin: 9.5% (up from 5.8% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 2.1%, compared to a 3.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 18% per year.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.55 (vs €0.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €971.4m (up 4.2% from 3Q 2020). Net income: €96.2m (up 73% from 3Q 2020). Profit margin: 9.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS €0.53 (vs €0.55 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings, although profit margins were flat and revenues improved. Second quarter 2021 results: Revenue: €956.9m (up 1.7% from 2Q 2020). Net income: €93.6m (down 3.0% from 2Q 2020). Profit margin: 9.8% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.Upcoming Dividend • May 20Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.0%).Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.65 (vs €0.50 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €973.7m (up 3.5% from 1Q 2020). Net income: €113.7m (up 29% from 1Q 2020). Profit margin: 12% (up from 9.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.25 (vs €2.12 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €3.79b (up 3.0% from FY 2019). Net income: €219.6m (down 41% from FY 2019). Profit margin: 5.8% (down from 10% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Mar 06New 90-day high: €24.63The company is up 19% from its price of €20.68 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.54 per share.Is New 90 Day High Low • Feb 06New 90-day high: €21.90The company is up 20% from its price of €18.19 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Wireless Telecom industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.19 per share.Is New 90 Day High Low • Jan 05New 90-day high: €21.20The company is up 8.0% from its price of €19.71 on 07 October 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.81 per share.Is New 90 Day High Low • Dec 20New 90-day high: €21.10The company is up 19% from its price of €17.66 on 21 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.47 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 3.3% compared to a 1.7% decline forecast for the Wireless Telecom industry in Germany.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.32The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €932.6m (flat on 3Q 2019). Net income: €55.6m (down 37% from 3Q 2019). Profit margin: 6.0% (down from 9.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.Price Target Changed • Sep 30Price target lowered to €28.08Down from €30.32, the current price target is an average from 16 analysts. The new target price is 48% above the current share price of €18.99. As of last close, the stock is down 33% over the past year.Is New 90 Day High Low • Sep 22New 90-day low: €17.66The company is down 24% from its price of €23.25 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.06 per share.業績と収益の成長予測DB: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12/31/20284,615220213804512/31/20274,429211165769812/31/20264,617172128719412/31/20254,136166193604N/A9/30/20254,063127162610N/A6/30/20254,055151190565N/A3/31/20254,058177-42267N/A12/31/20244,06421320311N/A9/30/20244,082258-87146N/A6/30/20244,120271-70178N/A3/31/20244,100304-51214N/A12/31/20234,097315-70226N/A9/30/20234,045324-82216N/A6/30/20234,005348-314-34N/A3/31/20234,009360-69199N/A12/31/20223,964367-66183N/A9/30/20223,958363271372N/A6/30/20223,931362407487N/A3/31/20223,912358360415N/A12/31/20213,910370395432N/A9/30/20213,875283265300N/A6/30/20213,836242241439N/A3/31/20213,820245243447N/A12/31/20203,787220243451N/A9/30/20203,759346334539N/A6/30/20203,750379473506N/A3/31/20203,713373438464N/A12/31/20193,675374355376N/A9/30/20193,645394N/A262N/A6/30/20193,622406N/A178N/A3/31/20193,633410N/A200N/A12/31/20183,635406N/A156N/A9/30/20183,540326N/A212N/A6/30/20183,355314N/A204N/A3/31/20183,092308N/A270N/A12/31/20172,812294N/A348N/A9/30/20172,634299N/A312N/A12/31/20162,430204N/A211N/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: 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 ( 16.9% ) 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 ( 6.5% ) 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7D1Y7D1Y7D1YTelecom 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2026/05/07 00:56終値2026/05/07 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 LLPAndrew Charles BealeArete Research Services LLPGanesha NageshaBarclays19 その他のアナリストを表示
お知らせ • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).
お知らせ • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).
お知らせ • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).
Price Target Changed • Sep 30Price target lowered to €28.08Down from €30.32, the current price target is an average from 16 analysts. The new target price is 48% above the current share price of €18.99. As of last close, the stock is down 33% over the past year.
お知らせ • Apr 09+ 1 more update1&1 AG, Annual General Meeting, May 20, 20261&1 AG, Annual General Meeting, May 20, 2026, at 11:00 W. Europe Standard Time.
お知らせ • Dec 18+ 3 more updates1&1 AG to Report Fiscal Year 2025 Results on Mar 19, 20261&1 AG announced that they will report fiscal year 2025 results on Mar 19, 2026
お知らせ • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).
お知らせ • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).
お知らせ • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).
お知らせ • Apr 04+ 1 more update1&1 AG, Annual General Meeting, May 14, 20251&1 AG, Annual General Meeting, May 14, 2025, at 11:00 W. Europe Standard Time.
お知らせ • Jan 03+ 1 more update1&1 AG Announces Chief Financial Officer Changes1&1 AG announced its chief financial officer Markus Huhn has resigned on December 31. The company appointed Sascha D'Avis, current CFO of 1&1 Telecommunication SE and 1&1 Mobilfunk GmbH as its new finance chief. Since 2024, D'Avis has been working with 1&1 in various management roles in the finance division of the group. The company also noted that Huhn, who served the company for more than 30 years, will continue to serve in the position he took up in April 2023 on the Management Board of United Internet AG.
お知らせ • Nov 28+ 3 more updates1&1 AG to Report Q1, 2025 Results on May 12, 20251&1 AG announced that they will report Q1, 2025 results on May 12, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: €0.34 (down from €0.41 in 3Q 2023). Revenue: €1.00b (down 3.6% from 3Q 2023). Net income: €59.9m (down 18% from 3Q 2023). Profit margin: 6.0% (down from 7.0% in 3Q 2023). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.30 (vs €0.49 in 2Q 2023)Second quarter 2024 results: EPS: €0.30 (down from €0.49 in 2Q 2023). Revenue: €991.5m (up 2.0% from 2Q 2023). Net income: €53.8m (down 38% from 2Q 2023). Profit margin: 5.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €12.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Wireless Telecom industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.40 per share.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €12.30. The fair value is estimated to be €16.40, however this is not to be taken as a buy 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 5.6%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.
Upcoming Dividend • May 10Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.4%).
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.47 (vs €0.53 in 1Q 2023)First quarter 2024 results: EPS: €0.47 (down from €0.53 in 1Q 2023). Revenue: €1.02b (flat on 1Q 2023). Net income: €82.7m (down 12% from 1Q 2023). Profit margin: 8.1% (down from 9.2% in 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 24Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 17th May 2024 Payment date: 21st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 3.6%.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €18.22, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.09 per share.
お知らせ • Dec 22+ 4 more updates1&1 AG to Report First Half, 2024 Results on Aug 08, 20241&1 AG announced that they will report first half, 2024 results on Aug 08, 2024
Reported Earnings • Nov 12Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: €0.41 (down from €0.56 in 3Q 2022). Revenue: €1.04b (up 4.0% from 3Q 2022). Net income: €73.0m (down 25% from 3Q 2022). Profit margin: 7.0% (down from 9.8% in 3Q 2022). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 9.4%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €16.08, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total loss to shareholders of 33% over the past three years.
New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.0% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.49 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €0.49 (down from €0.55 in 2Q 2022). Revenue: €972.1m (flat on 2Q 2022). Net income: €86.0m (down 12% from 2Q 2022). Profit margin: 8.8% (down from 10.0% in 2Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 10Upcoming dividend of €0.05 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.4% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.6%).
Reported Earnings • Apr 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €2.08 (down from €2.10 in FY 2021). Revenue: €3.96b (up 1.4% from FY 2021). Net income: €367.3m (flat on FY 2021). Profit margin: 9.3% (in line with FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Dec 07+ 2 more updates1&1 AG to Report Q1, 2023 Results on May 10, 20231&1 AG announced that they will report Q1, 2023 results on May 10, 2023
お知らせ • Nov 30+ 1 more update1&1 AG, Annual General Meeting, May 16, 20231&1 AG, Annual General Meeting, May 16, 2023.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: €0.55 (up from €0.53 in 2Q 2021). Revenue: €976.1m (up 2.0% from 2Q 2021). Net income: €97.4m (up 4.1% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 9.8%. Over the next year, revenue is forecast to grow 2.2%, compared to a 2.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: €0.58 (down from €0.65 in 1Q 2021). Revenue: €975.9m (flat on 1Q 2021). Net income: €101.6m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 15%. Over the next year, revenue is forecast to grow 2.7%, compared to a 1.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.
Upcoming Dividend • May 12Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Payout ratio is a comfortable 2.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (6.7%).
Reported Earnings • Mar 19Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €2.10 (up from €1.25 in FY 2020). Revenue: €3.91b (up 3.2% from FY 2020). Net income: €370.0m (up 69% from FY 2020). Profit margin: 9.5% (up from 5.8% in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 2.1%, compared to a 3.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 18% per year.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.55 (vs €0.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €971.4m (up 4.2% from 3Q 2020). Net income: €96.2m (up 73% from 3Q 2020). Profit margin: 9.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS €0.53 (vs €0.55 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings, although profit margins were flat and revenues improved. Second quarter 2021 results: Revenue: €956.9m (up 1.7% from 2Q 2020). Net income: €93.6m (down 3.0% from 2Q 2020). Profit margin: 9.8% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
Upcoming Dividend • May 20Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.2%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.0%).
Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.65 (vs €0.50 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €973.7m (up 3.5% from 1Q 2020). Net income: €113.7m (up 29% from 1Q 2020). Profit margin: 12% (up from 9.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.25 (vs €2.12 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €3.79b (up 3.0% from FY 2019). Net income: €219.6m (down 41% from FY 2019). Profit margin: 5.8% (down from 10% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Mar 06New 90-day high: €24.63The company is up 19% from its price of €20.68 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.54 per share.
Is New 90 Day High Low • Feb 06New 90-day high: €21.90The company is up 20% from its price of €18.19 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Wireless Telecom industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.19 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €21.20The company is up 8.0% from its price of €19.71 on 07 October 2020. The German market is also up 8.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.81 per share.
Is New 90 Day High Low • Dec 20New 90-day high: €21.10The company is up 19% from its price of €17.66 on 21 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €35.47 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue and earnings miss expectationsRevenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 3.3% compared to a 1.7% decline forecast for the Wireless Telecom industry in Germany.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.32The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €932.6m (flat on 3Q 2019). Net income: €55.6m (down 37% from 3Q 2019). Profit margin: 6.0% (down from 9.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
Price Target Changed • Sep 30Price target lowered to €28.08Down from €30.32, the current price target is an average from 16 analysts. The new target price is 48% above the current share price of €18.99. As of last close, the stock is down 33% over the past year.
Is New 90 Day High Low • Sep 22New 90-day low: €17.66The company is down 24% from its price of €23.25 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.06 per share.