View Valuationbpost/SA 将来の成長Future 基準チェック /36bpost/SA利益と収益がそれぞれ年間71%と2.3%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11.8% 71.3%なると予測されています。主要情報71.0%収益成長率71.25%EPS成長率Logistics 収益成長16.0%収益成長率2.3%将来の株主資本利益率11.76%アナリストカバレッジLow最終更新日08 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 updatesお知らせ • Jan 22+ 1 more updatebpost NV/SA to Report Q3, 2026 Results on Nov 06, 2026bpost NV/SA announced that they will report Q3, 2026 results at 10:00 AM, Central European Standard Time on Nov 06, 2026お知らせ • Nov 05+ 2 more updatesbpost NV/SA to Report Q4, 2025 Results on Mar 06, 2026bpost NV/SA announced that they will report Q4, 2025 results at 7:00 AM, Central European Standard Time on Mar 06, 2026お知らせ • Sep 25bpostgroup Appoints Dieter Van Putte as Chief Technology Officer for Cross Border Divisionbpostgroup announced the appointment of Dieter Van Putte as the new Chief Technology Officer for its Cross Border division. Cross Border is the division of bpostgroup that focuses on international e-commerce and logistics solutions, overseeing operations at Landmark Global, the group’s international logistics subsidiary, and Apple Express, its specialized provider of last mile delivery in North America. In this newly created role, Van Putte will lead the division’s technology strategy and execution, reporting to Frank Croket, Chief Digital Officer of bpostgroup, and working closely with James Edge, Chief Executive Officer of the Cross Border division. Van Putte brings nearly two decades of experience in technology and digital transformation. He joins from Accenture, where he served as Associate Director, advising senior executives on IT transformation initiatives and leading projects in software engineering and logistics to deliver scalable, tech-enabled solutions. The appointment comes as the logistics and cross-border commerce sectors undergo rapid transformation driven by digitalization, automation, and rising customer expectations for speed and reliability. By investing in dedicated technology leadership, bpostgroup is reinforcing its position as a forward-looking logistics provider equipped to help clients navigate the growing complexity of global trade. In his role, Van Putte will enhance digital platforms, drive automation, and improve system integration with global partners. By unifying data architecture across regions, he will enable smarter decision-making, improved reliability, and streamlined cross border operations, giving clients faster, more predictable delivery performance. Van Putte holds a Master of Science in Computer Science Engineering from Ghent University.お知らせ • Feb 28bpost NV/SA to Report Fiscal Year 2024 Results on Mar 26, 2025bpost NV/SA announced that they will report fiscal year 2024 results on Mar 26, 2025お知らせ • Jan 23+ 3 more updatesbpost NV/SA to Report Q4, 2024 Results on Feb 28, 2025bpost NV/SA announced that they will report Q4, 2024 results at 10:00 AM, Central European Standard Time on Feb 28, 2025Reported Earnings • Nov 10Third quarter 2024 earnings released: €0.11 loss per share (vs €0.28 loss in 3Q 2023)Third quarter 2024 results: €0.11 loss per share (improved from €0.28 loss in 3Q 2023). Revenue: €1.03b (up 5.1% from 3Q 2023). Net loss: €22.2m (loss narrowed 61% from 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 33% per year.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.16 (vs €0.22 in 2Q 2023)Second quarter 2024 results: EPS: €0.16 (down from €0.22 in 2Q 2023). Revenue: €988.1m (down 2.9% from 2Q 2023). Net income: €31.5m (down 28% from 2Q 2023). Profit margin: 3.2% (down from 4.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €2.63, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.36 per share.Declared Dividend • May 12Dividend of €0.091 announcedShareholders will receive a dividend of €0.091. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 04First quarter 2024 earnings released: EPS: €0.21 (vs €0.23 in 1Q 2023)First quarter 2024 results: EPS: €0.21 (down from €0.23 in 1Q 2023). Revenue: €993.0m (down 5.5% from 1Q 2023). Net income: €41.6m (down 10% from 1Q 2023). Profit margin: 4.2% (down from 4.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 03Full year 2023 earnings released: EPS: €0.33 (vs €1.16 in FY 2022)Full year 2023 results: EPS: €0.33 (down from €1.16 in FY 2022). Revenue: €4.27b (down 2.3% from FY 2022). Net income: €65.7m (down 72% from FY 2022). Profit margin: 1.5% (down from 5.3% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Feb 10+ 1 more updatebpost NV/SA to Report Q2, 2024 Results on Aug 01, 2024bpost NV/SA announced that they will report Q2, 2024 results at 5:45 PM, Central European Standard Time on Aug 01, 2024New Risk • Nov 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). 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).Reported Earnings • Nov 10Third quarter 2023 earnings released: €0.28 loss per share (vs €0.12 profit in 3Q 2022)Third quarter 2023 results: €0.28 loss per share (down from €0.12 profit in 3Q 2022). Revenue: €978.5m (down 3.7% from 3Q 2022). Net loss: €56.6m (down 327% from profit in 3Q 2022). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Oct 27+ 3 more updatesbpost NV/SA to Report Fiscal Year 2023 Final Results on Mar 21, 2024bpost NV/SA announced that they will report fiscal year 2023 final results on Mar 21, 2024Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.17, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 22% over the past three years.お知らせ • Aug 23bpost NV/SA (ENXTBR:BPOST) acquired remaining 25% stake in Active Ants B.V.bpost NV/SA (ENXTBR:BPOST) acquired remaining 25% stake in Active Ants B.V. on August 21, 2023. Post this transaction bpost NV/SA (ENXTBR:BPOST) holds 100% stake in Active Ants. Active Ants directors Jeroen Dekker and Jean Lahaye are leaving the company but will continue to work to ensure a smooth transition. Bram Blondé takes up his role as CEO of Active Ants on August 21, 2023.bpost NV/SA (ENXTBR:BPOST) completed the acquisition of remaining 25% stake in Active Ants B.V. on August 21, 2023.Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: €0.22 (vs €0.34 in 2Q 2022)Second quarter 2023 results: EPS: €0.22 (down from €0.34 in 2Q 2022). Revenue: €1.02b (down 1.1% from 2Q 2022). Net income: €43.8m (down 36% from 2Q 2022). Profit margin: 4.3% (down from 6.6% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Aug 04bpost NV/SA to Report Q3, 2023 Results on Nov 09, 2023bpost NV/SA announced that they will report Q3, 2023 results on Nov 09, 2023Upcoming Dividend • May 11Upcoming dividend of €0.28 per share at 9.0% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.9%).お知らせ • May 05bpost NV/SA to Report Q2, 2023 Results on Aug 03, 2023bpost NV/SA announced that they will report Q2, 2023 results at 5:45 PM, Central European Standard Time on Aug 03, 2023Reported Earnings • May 05First quarter 2023 earnings released: EPS: €0.23 (vs €0.31 in 1Q 2022)First quarter 2023 results: EPS: €0.23 (down from €0.31 in 1Q 2022). Revenue: €1.05b (up 1.4% from 1Q 2022). Net income: €46.3m (down 25% from 1Q 2022). Profit margin: 4.4% (down from 6.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €4.45, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 24% over the past three years.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €1.16 (vs €1.26 in FY 2021)Full year 2022 results: EPS: €1.16 (down from €1.26 in FY 2021). Revenue: €4.40b (up 2.6% from FY 2021). Net income: €232.5m (down 7.3% from FY 2021). Profit margin: 5.3% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.81, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 51% over the past three years.Board Change • Nov 16High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Director David Cunningham was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: €0.12 (vs €0.08 in 3Q 2021)Third quarter 2022 results: EPS: €0.12 (up from €0.08 in 3Q 2021). Net income: €24.9m (up 51% from 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.0% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Nov 10+ 3 more updatesbpost NV/SA to Report Fiscal Year 2022 Final Results on Mar 16, 2023bpost NV/SA announced that they will report fiscal year 2022 final results on Mar 16, 2023Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: €0.34 (vs €0.36 in 2Q 2021)Second quarter 2022 results: EPS: €0.34 (down from €0.36 in 2Q 2021). Revenue: €1.04b (flat on 2Q 2021). Net income: €68.2m (down 5.9% from 2Q 2021). Profit margin: 6.6% (down from 7.0% in 2Q 2021). Over the next year, revenue is forecast to grow 2.6%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • May 09Upcoming dividend of €0.34 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Trailing yield: 8.7%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (3.2%).Reported Earnings • May 08First quarter 2022 earnings released: EPS: €0.31 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.31 (down from €0.40 in 1Q 2021). Revenue: €1.04b (up 3.1% from 1Q 2021). Net income: €61.7m (down 24% from 1Q 2021). Profit margin: 5.9% (down from 8.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.1% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new directorsThere are 9 new directors who have joined the board in the last 3 years. CEO, Group Company Secretary, Chief Legal & Regulatory Officer and Director Dirk Tirez was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €7.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% per annum over the last 3 years. The company has become profitable over the last year.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.25 (up from €0.097 loss in FY 2020). Revenue: €4.34b (up 5.2% from FY 2020). Net income: €250.9m (up €270.3m from FY 2020). Profit margin: 5.8% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Buying Opportunity • Feb 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €7.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% per annum over the last 3 years. Earnings per share has declined by 64% per annum over the last 3 years.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.08 (vs €0.22 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €977.6m (up 1.4% from 3Q 2020). Net income: €16.5m (down 63% from 3Q 2020). Profit margin: 1.7% (down from 4.6% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS €0.36 (vs €0.22 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: €1.03b (down 1.4% from 2Q 2020). Net income: €72.5m (up 67% from 2Q 2020). Profit margin: 7.0% (up from 4.2% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 54% 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.Executive Departure • May 26Non-Executive Director has left the companyOn the 13th of May, Bernadette Lambrechts' tenure as Non-Executive Director ended after 7.1 years in the role. We don't have any record of a personal shareholding under Bernadette's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 26Independent Director has left the companyOn the 13th of May, Filomena Teixeira's tenure as Independent Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Filomena's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 26Independent Director has left the companyOn the 13th of May, Saskia Van Uffelen's tenure as Independent Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Saskia's name. A total of 3 executives have left over the last 12 months.Reported Earnings • May 09First quarter 2021 earnings released: EPS €0.40 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.02b (up 11% from 1Q 2020). Net income: €80.7m (up 69% from 1Q 2020). Profit margin: 7.9% (up from 5.2% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 10New 90-day low: €8.26The company is down 5.0% from its price of €8.72 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.52 per share.Reported Earnings • Mar 10Full year 2020 earnings released: €0.10 loss per share (vs €0.77 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €4.15b (up 9.8% from FY 2019). Net loss: €19.4m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 5.8% growth forecast for the Logistics industry in Germany.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 2.4% growth forecast for the Logistics industry in Germany.Is New 90 Day High Low • Nov 05New 90-day high: €9.09The company is up 16% from its price of €7.86 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.64 per share.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 20% share price gain to €9.09, the stock is trading at a trailing P/E ratio of 13.6x, up from the previous P/E ratio of 11.3x. This compares to an average P/E of 17x in the Logistics industry in Europe. Total return to shareholders over the past three years is a loss of 54%.Is New 90 Day High Low • Sep 19New 90-day high: €8.96The company is up 49% from its price of €6.00 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.73 per share.業績と収益の成長予測DB:13B - 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12/31/20284,67790N/A581312/31/20274,58968N/A568412/31/20264,4384312956043/31/20264,413-34345487N/A12/31/20254,468-40282429N/A9/30/20254,561-292355503N/A6/30/20254,554-283332495N/A3/31/20254,452-253266423N/A12/31/20244,329-205389535N/A9/30/20244,21280281412N/A6/30/20244,16749232346N/A3/31/20244,19861270382N/A12/31/20234,25866222376N/A9/30/20234,336111392550N/A6/30/20234,378193374552N/A3/31/20234,389217286481N/A12/31/20224,373233258422N/A9/30/20224,36423634240N/A6/30/20224,312228157347N/A3/31/20224,312232234413N/A12/31/20214,286251226398N/A9/30/20214,19115307448N/A6/30/20214,19143204354N/A3/31/20214,20514378525N/A12/31/20204,119-19424571N/A9/30/20204,037163428588N/A6/30/20203,944132425591N/A3/31/20203,807152259426N/A12/31/20193,785154N/A424N/A9/30/20193,761231N/A431N/A6/30/20193,756245N/A369N/A3/31/20193,768251N/A334N/A12/31/20183,779265N/A362N/A9/30/20183,633229N/A185N/A6/30/20183,405262N/A176N/A3/31/20183,176293N/A240N/A12/31/20172,977325N/A266N/A9/30/20172,724357N/A343N/A6/30/20172,619357N/A318N/A3/31/20172,514344N/A327N/A12/31/20162,399344N/A353N/A9/30/20162,355339N/A293N/A6/30/20162,370303N/A351N/A3/31/20162,376307N/A336N/A12/31/20152,393307N/A361N/A9/30/20152,402263N/A369N/A6/30/20152,416290N/A358N/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: 13Bは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: 13B今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 13B今後 3 年以内に収益を上げることが予想されます。収益対市場: 13Bの収益 ( 2.3% ) 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: 13Bの収益 ( 2.3% ) 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: 13B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 ( 11.8 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 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2026/05/11 18:44終値2026/05/08 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bpost NV/SA 4 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。17 アナリスト機関Marco LimiteBarclaysWilliam Fitzalan HowardBerenbergJean-Christophe LiaubetBNP Paribas14 その他のアナリストを表示
お知らせ • Jan 22+ 1 more updatebpost NV/SA to Report Q3, 2026 Results on Nov 06, 2026bpost NV/SA announced that they will report Q3, 2026 results at 10:00 AM, Central European Standard Time on Nov 06, 2026
お知らせ • Nov 05+ 2 more updatesbpost NV/SA to Report Q4, 2025 Results on Mar 06, 2026bpost NV/SA announced that they will report Q4, 2025 results at 7:00 AM, Central European Standard Time on Mar 06, 2026
お知らせ • Sep 25bpostgroup Appoints Dieter Van Putte as Chief Technology Officer for Cross Border Divisionbpostgroup announced the appointment of Dieter Van Putte as the new Chief Technology Officer for its Cross Border division. Cross Border is the division of bpostgroup that focuses on international e-commerce and logistics solutions, overseeing operations at Landmark Global, the group’s international logistics subsidiary, and Apple Express, its specialized provider of last mile delivery in North America. In this newly created role, Van Putte will lead the division’s technology strategy and execution, reporting to Frank Croket, Chief Digital Officer of bpostgroup, and working closely with James Edge, Chief Executive Officer of the Cross Border division. Van Putte brings nearly two decades of experience in technology and digital transformation. He joins from Accenture, where he served as Associate Director, advising senior executives on IT transformation initiatives and leading projects in software engineering and logistics to deliver scalable, tech-enabled solutions. The appointment comes as the logistics and cross-border commerce sectors undergo rapid transformation driven by digitalization, automation, and rising customer expectations for speed and reliability. By investing in dedicated technology leadership, bpostgroup is reinforcing its position as a forward-looking logistics provider equipped to help clients navigate the growing complexity of global trade. In his role, Van Putte will enhance digital platforms, drive automation, and improve system integration with global partners. By unifying data architecture across regions, he will enable smarter decision-making, improved reliability, and streamlined cross border operations, giving clients faster, more predictable delivery performance. Van Putte holds a Master of Science in Computer Science Engineering from Ghent University.
お知らせ • Feb 28bpost NV/SA to Report Fiscal Year 2024 Results on Mar 26, 2025bpost NV/SA announced that they will report fiscal year 2024 results on Mar 26, 2025
お知らせ • Jan 23+ 3 more updatesbpost NV/SA to Report Q4, 2024 Results on Feb 28, 2025bpost NV/SA announced that they will report Q4, 2024 results at 10:00 AM, Central European Standard Time on Feb 28, 2025
Reported Earnings • Nov 10Third quarter 2024 earnings released: €0.11 loss per share (vs €0.28 loss in 3Q 2023)Third quarter 2024 results: €0.11 loss per share (improved from €0.28 loss in 3Q 2023). Revenue: €1.03b (up 5.1% from 3Q 2023). Net loss: €22.2m (loss narrowed 61% from 3Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year whereas the company’s share price has fallen by 33% per year.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: €0.16 (vs €0.22 in 2Q 2023)Second quarter 2024 results: EPS: €0.16 (down from €0.22 in 2Q 2023). Revenue: €988.1m (down 2.9% from 2Q 2023). Net income: €31.5m (down 28% from 2Q 2023). Profit margin: 3.2% (down from 4.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €2.63, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.36 per share.
Declared Dividend • May 12Dividend of €0.091 announcedShareholders will receive a dividend of €0.091. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 04First quarter 2024 earnings released: EPS: €0.21 (vs €0.23 in 1Q 2023)First quarter 2024 results: EPS: €0.21 (down from €0.23 in 1Q 2023). Revenue: €993.0m (down 5.5% from 1Q 2023). Net income: €41.6m (down 10% from 1Q 2023). Profit margin: 4.2% (down from 4.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: €0.33 (vs €1.16 in FY 2022)Full year 2023 results: EPS: €0.33 (down from €1.16 in FY 2022). Revenue: €4.27b (down 2.3% from FY 2022). Net income: €65.7m (down 72% from FY 2022). Profit margin: 1.5% (down from 5.3% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Feb 10+ 1 more updatebpost NV/SA to Report Q2, 2024 Results on Aug 01, 2024bpost NV/SA announced that they will report Q2, 2024 results at 5:45 PM, Central European Standard Time on Aug 01, 2024
New Risk • Nov 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). 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).
Reported Earnings • Nov 10Third quarter 2023 earnings released: €0.28 loss per share (vs €0.12 profit in 3Q 2022)Third quarter 2023 results: €0.28 loss per share (down from €0.12 profit in 3Q 2022). Revenue: €978.5m (down 3.7% from 3Q 2022). Net loss: €56.6m (down 327% from profit in 3Q 2022). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Oct 27+ 3 more updatesbpost NV/SA to Report Fiscal Year 2023 Final Results on Mar 21, 2024bpost NV/SA announced that they will report fiscal year 2023 final results on Mar 21, 2024
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.17, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 22% over the past three years.
お知らせ • Aug 23bpost NV/SA (ENXTBR:BPOST) acquired remaining 25% stake in Active Ants B.V.bpost NV/SA (ENXTBR:BPOST) acquired remaining 25% stake in Active Ants B.V. on August 21, 2023. Post this transaction bpost NV/SA (ENXTBR:BPOST) holds 100% stake in Active Ants. Active Ants directors Jeroen Dekker and Jean Lahaye are leaving the company but will continue to work to ensure a smooth transition. Bram Blondé takes up his role as CEO of Active Ants on August 21, 2023.bpost NV/SA (ENXTBR:BPOST) completed the acquisition of remaining 25% stake in Active Ants B.V. on August 21, 2023.
Reported Earnings • Aug 07Second quarter 2023 earnings released: EPS: €0.22 (vs €0.34 in 2Q 2022)Second quarter 2023 results: EPS: €0.22 (down from €0.34 in 2Q 2022). Revenue: €1.02b (down 1.1% from 2Q 2022). Net income: €43.8m (down 36% from 2Q 2022). Profit margin: 4.3% (down from 6.6% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04bpost NV/SA to Report Q3, 2023 Results on Nov 09, 2023bpost NV/SA announced that they will report Q3, 2023 results on Nov 09, 2023
Upcoming Dividend • May 11Upcoming dividend of €0.28 per share at 9.0% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 9.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.9%).
お知らせ • May 05bpost NV/SA to Report Q2, 2023 Results on Aug 03, 2023bpost NV/SA announced that they will report Q2, 2023 results at 5:45 PM, Central European Standard Time on Aug 03, 2023
Reported Earnings • May 05First quarter 2023 earnings released: EPS: €0.23 (vs €0.31 in 1Q 2022)First quarter 2023 results: EPS: €0.23 (down from €0.31 in 1Q 2022). Revenue: €1.05b (up 1.4% from 1Q 2022). Net income: €46.3m (down 25% from 1Q 2022). Profit margin: 4.4% (down from 6.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €4.45, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 24% over the past three years.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: €1.16 (vs €1.26 in FY 2021)Full year 2022 results: EPS: €1.16 (down from €1.26 in FY 2021). Revenue: €4.40b (up 2.6% from FY 2021). Net income: €232.5m (down 7.3% from FY 2021). Profit margin: 5.3% (down from 5.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 2.1% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €4.81, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 51% over the past three years.
Board Change • Nov 16High number of new directorsThere are 8 new directors who have joined the board in the last 3 years. Independent Director David Cunningham was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: €0.12 (vs €0.08 in 3Q 2021)Third quarter 2022 results: EPS: €0.12 (up from €0.08 in 3Q 2021). Net income: €24.9m (up 51% from 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.0% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Nov 10+ 3 more updatesbpost NV/SA to Report Fiscal Year 2022 Final Results on Mar 16, 2023bpost NV/SA announced that they will report fiscal year 2022 final results on Mar 16, 2023
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: €0.34 (vs €0.36 in 2Q 2021)Second quarter 2022 results: EPS: €0.34 (down from €0.36 in 2Q 2021). Revenue: €1.04b (flat on 2Q 2021). Net income: €68.2m (down 5.9% from 2Q 2021). Profit margin: 6.6% (down from 7.0% in 2Q 2021). Over the next year, revenue is forecast to grow 2.6%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • May 09Upcoming dividend of €0.34 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Trailing yield: 8.7%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (3.2%).
Reported Earnings • May 08First quarter 2022 earnings released: EPS: €0.31 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.31 (down from €0.40 in 1Q 2021). Revenue: €1.04b (up 3.1% from 1Q 2021). Net income: €61.7m (down 24% from 1Q 2021). Profit margin: 5.9% (down from 8.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 2.1% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new directorsThere are 9 new directors who have joined the board in the last 3 years. CEO, Group Company Secretary, Chief Legal & Regulatory Officer and Director Dirk Tirez was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 08Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €7.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% per annum over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €1.25 (up from €0.097 loss in FY 2020). Revenue: €4.34b (up 5.2% from FY 2020). Net income: €250.9m (up €270.3m from FY 2020). Profit margin: 5.8% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Feb 12Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €7.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% per annum over the last 3 years. Earnings per share has declined by 64% per annum over the last 3 years.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.08 (vs €0.22 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €977.6m (up 1.4% from 3Q 2020). Net income: €16.5m (down 63% from 3Q 2020). Profit margin: 1.7% (down from 4.6% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS €0.36 (vs €0.22 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: €1.03b (down 1.4% from 2Q 2020). Net income: €72.5m (up 67% from 2Q 2020). Profit margin: 7.0% (up from 4.2% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 54% 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.
Executive Departure • May 26Non-Executive Director has left the companyOn the 13th of May, Bernadette Lambrechts' tenure as Non-Executive Director ended after 7.1 years in the role. We don't have any record of a personal shareholding under Bernadette's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 26Independent Director has left the companyOn the 13th of May, Filomena Teixeira's tenure as Independent Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Filomena's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 26Independent Director has left the companyOn the 13th of May, Saskia Van Uffelen's tenure as Independent Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Saskia's name. A total of 3 executives have left over the last 12 months.
Reported Earnings • May 09First quarter 2021 earnings released: EPS €0.40 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.02b (up 11% from 1Q 2020). Net income: €80.7m (up 69% from 1Q 2020). Profit margin: 7.9% (up from 5.2% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 10New 90-day low: €8.26The company is down 5.0% from its price of €8.72 on 10 December 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.52 per share.
Reported Earnings • Mar 10Full year 2020 earnings released: €0.10 loss per share (vs €0.77 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: €4.15b (up 9.8% from FY 2019). Net loss: €19.4m (down 113% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 3.9%, compared to a 5.8% growth forecast for the Logistics industry in Germany.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 1.7%, compared to a 2.4% growth forecast for the Logistics industry in Germany.
Is New 90 Day High Low • Nov 05New 90-day high: €9.09The company is up 16% from its price of €7.86 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.64 per share.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 20% share price gain to €9.09, the stock is trading at a trailing P/E ratio of 13.6x, up from the previous P/E ratio of 11.3x. This compares to an average P/E of 17x in the Logistics industry in Europe. Total return to shareholders over the past three years is a loss of 54%.
Is New 90 Day High Low • Sep 19New 90-day high: €8.96The company is up 49% from its price of €6.00 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.73 per share.