View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsEncavis 過去の業績過去 基準チェック /06Encavisは15.3%の年平均成長率で業績を伸ばしているが、Renewable Energy業界はgrowingで15.3%毎年増加している。売上は成長しており、年平均14.4%の割合である。主要情報15.27%収益成長率12.60%EPS成長率Renewable Energy 業界の成長36.01%収益成長率14.37%株主資本利益率-0.84%ネット・マージン-3.22%前回の決算情報30 Sep 2024最近の業績更新Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.15 (vs €0.14 in 3Q 2022)Third quarter 2023 results: EPS: €0.15 (up from €0.14 in 3Q 2022). Revenue: €136.2m (up 6.1% from 3Q 2022). Net income: €24.0m (up 6.5% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: €0.17 (vs €0.22 in 2Q 2022)Second quarter 2023 results: EPS: €0.17 (down from €0.22 in 2Q 2022). Revenue: €135.2m (flat on 2Q 2022). Net income: €28.2m (down 21% from 2Q 2022). Profit margin: 21% (down from 26% in 2Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 23+ 3 more updatesEncavis AG to Report Q2, 2024 Results on Aug 14, 2024Encavis AG announced that they will report Q2, 2024 results After-Market on Aug 14, 2024お知らせ • Nov 24Encavis AG to Report Q3, 2023 Results on Nov 13, 2023Encavis AG announced that they will report Q3, 2023 results on Nov 13, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.15 (vs €0.095 in 3Q 2021)Third quarter 2022 results: EPS: €0.15 (up from €0.095 in 3Q 2021). Revenue: €131.1m (up 35% from 3Q 2021). Net income: €23.7m (up 78% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 27+ 3 more updatesEncavis AG to Report Q1, 2023 Results on May 15, 2023Encavis AG announced that they will report Q1, 2023 results on May 15, 2023すべての更新を表示Recent updatesお知らせ • Dec 05Encavis AG (XTRA:ECV) acquired Everswinkel I (22.8 MW) project from UKA Umweltgerechte Kraftanlagen GmbH & Co. KG.Encavis AG (XTRA:ECV) acquired Everswinkel I (22.8 MW) project from UKA Umweltgerechte Kraftanlagen GmbH & Co. KG on December 4, 2024. The wind farm, located east of Münster, consists of two projects, of which Everswinkel I (22.8 MW) has been connected to the grid since August 2024 and Everswinkel II (5.7 MW) has been under construction since May 2024. Encavis AG (XTRA:ECV) completed the acquisition of Everswinkel I (22.8 MW) project from UKA Umweltgerechte Kraftanlagen GmbH & Co. KG on December 4, 2024.お知らせ • Nov 29Encavis AG(XTRA:ECV) dropped from S&P Global BMI IndexEncavis AG(XTRA:ECV) dropped from S&P Global BMI Indexお知らせ • Nov 28Encavis AG(XTRA:ECV) dropped from Germany SDAX (Total Return) IndexEncavis AG has been dropped from the SDAX (Total Return) Index.お知らせ • Mar 14KKR & Co. Inc. (NYSE:KKR) and Viessmann Group Gmbh & Co. Kg entered into a investment agreement to acquire 69% stake in Encavis AG (XTRA:ECV) for for €1.9 billion.KKR & Co. Inc. (NYSE:KKR) and Viessmann Group Gmbh & Co. Kg entered into a investment agreement to acquire 69% stake in Encavis AG (XTRA:ECV) for €1.9 billion on March 14, 2024. Encavis shareholders will be offered €17.50 per share in cash. In a related transaction, Abacon capital and other shareholders have signed binding agreements to sell approximately 18% and roll-over approximately 13% of Encavis shares and are fully supportive of the takeover offer. The voluntary public takeover offer will be subject to a minimum acceptance threshold of 54.2852% of all outstanding Encavis shares. The voluntary public takeover offer will be subject to various customary offer conditions, including the receipt of regulatory, antitrust and FDI approvals, with closing expected in Q4 2024. The Management Board and the Supervisory Board of Encavis, who have approved the execution of the Investment Agreement today, expressly support the Offer. PJT Partners is acting as financial advisor and Latham & Watkins and Hengeler Mueller are acting as legal advisors on the takeover offer.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €13.40, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Renewable Energy industry in Germany. Total loss to shareholders of 23% over the past three years.分析記事 • Feb 17Returns Are Gaining Momentum At Encavis (ETR:ECV)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • Jan 30Is Encavis (ETR:ECV) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Dec 23Encavis AG's (ETR:ECV) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...Price Target Changed • Nov 19Price target decreased by 7.4% to €19.27Down from €20.82, the current price target is an average from 11 analysts. New target price is 40% above last closing price of €13.76. Stock is down 29% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.49 last year.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.15 (vs €0.14 in 3Q 2022)Third quarter 2023 results: EPS: €0.15 (up from €0.14 in 3Q 2022). Revenue: €136.2m (up 6.1% from 3Q 2022). Net income: €24.0m (up 6.5% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 15Price target decreased by 8.5% to €19.82Down from €21.66, the current price target is an average from 11 analysts. New target price is 41% above last closing price of €14.04. Stock is down 27% over the past year. The company is forecast to post earnings per share of €0.52 for next year compared to €0.49 last year.分析記事 • Oct 23Encavis (ETR:ECV) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 05Encavis (ETR:ECV) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...お知らせ • Sep 21Encavis AG (XTRA:ECV) acquired 17-MW wind farm in Sommerland from BayWa r.e. AG.Encavis AG (XTRA:ECV) acquired 17-MW wind farm in Sommerland from BayWa r.e. AG on September 20, 2023. The wind farm is expected to generate an average of around 53 gigawatt hours (GWh) of electricity per year and will generate revenue and earnings for Encavis from next year. Commissioning will take place during the coming weeks, with the economic transition to Encavis scheduled for January 1, 2024.Encavis AG (XTRA:ECV) completed the acquisition of 17-MW wind farm in Sommerland from BayWa r.e. AG on September 20, 2023.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: €0.17 (vs €0.22 in 2Q 2022)Second quarter 2023 results: EPS: €0.17 (down from €0.22 in 2Q 2022). Revenue: €135.2m (flat on 2Q 2022). Net income: €28.2m (down 21% from 2Q 2022). Profit margin: 21% (down from 26% in 2Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • Jul 23Is There An Opportunity With Encavis AG's (ETR:ECV) 36% Undervaluation?Key Insights The projected fair value for Encavis is €23.82 based on 2 Stage Free Cash Flow to Equity Encavis' €15.32...分析記事 • Jul 07Is Encavis (ETR:ECV) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 23+ 3 more updatesEncavis AG to Report Q2, 2024 Results on Aug 14, 2024Encavis AG announced that they will report Q2, 2024 results After-Market on Aug 14, 2024お知らせ • Jun 22Encavis AG, Annual General Meeting, Jun 05, 2024Encavis AG, Annual General Meeting, Jun 05, 2024.分析記事 • Jun 22Encavis (ETR:ECV) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Buying Opportunity • May 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €20.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 63%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.分析記事 • Apr 19Encavis AG (ETR:ECV) Shares Could Be 26% Below Their Intrinsic Value EstimateKey Insights Encavis' estimated fair value is €20.45 based on 2 Stage Free Cash Flow to Equity Encavis is estimated to...分析記事 • Mar 28These 4 Measures Indicate That Encavis (ETR:ECV) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 10Returns At Encavis (ETR:ECV) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...お知らせ • Feb 10Encavis AG (XTRA:ECV) acquired wind farm project in Bergheim from Energiekontor AG (XTRA:EKT).Encavis AG (XTRA:ECV) acquired wind farm project in Bergheim from Energiekontor AG (XTRA:EKT) on February 8, 2023.Encavis AG (XTRA:ECV) completed the acquisition of wind farm project in Bergheim from Energiekontor AG (XTRA:EKT) on February 8, 2023.お知らせ • Feb 09Encavis AG (XTRA:ECV) acquired 11.2 MW wind farm in North Rhine-Westphalia, Germany from Energiekontor AG (XTRA:EKT).Encavis AG (XTRA:ECV) acquired 11.2 MW wind farm in North Rhine-Westphalia, Germany from Energiekontor AG (XTRA:EKT) on February 8, 2023.Encavis AG (XTRA:ECV) completed the acquisition of 11.2 MW wind farm in North Rhine-Westphalia, Germany from Energiekontor AG (XTRA:EKT) on February 8, 2023.Major Estimate Revision • Jan 26Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2022 has improved. 2022 revenue forecast increased from €427.7m to €434.9m. EPS estimate increased from €0.443 to €0.489 per share. Net income forecast to shrink 13% next year vs 18% growth forecast for Renewable Energy industry in Germany . Consensus price target down from €23.62 to €22.42. Share price rose 7.8% to €18.07 over the past week.分析記事 • Dec 26Encavis (ETR:ECV) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 08Encavis (ETR:ECV) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...お知らせ • Nov 24Encavis AG to Report Q3, 2023 Results on Nov 13, 2023Encavis AG announced that they will report Q3, 2023 results on Nov 13, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.15 (vs €0.095 in 3Q 2021)Third quarter 2022 results: EPS: €0.15 (up from €0.095 in 3Q 2021). Revenue: €131.1m (up 35% from 3Q 2021). Net income: €23.7m (up 78% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 27+ 3 more updatesEncavis AG to Report Q1, 2023 Results on May 15, 2023Encavis AG announced that they will report Q1, 2023 results on May 15, 2023分析記事 • Sep 15Is Encavis (ETR:ECV) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 28Returns At Encavis (ETR:ECV) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Major Estimate Revision • Aug 25Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €429.1m to €434.4m. EPS estimate increased from €0.39 to €0.44 per share. Net income forecast to shrink 5.0% next year vs 28% growth forecast for Renewable Energy industry in Germany . Consensus price target up from €21.75 to €23.13. Share price rose 11% to €24.39 over the past week.Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: €0.22 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.22 (down from €0.29 in 2Q 2021). Revenue: €136.0m (up 32% from 2Q 2021). Net income: €35.8m (down 13% from 2Q 2021). Profit margin: 26% (down from 40% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.5% compared to a 13% decline forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 05Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €389.6m to €425.8m. EPS estimate increased from €0.35 to €0.40 per share. Net income forecast to shrink 8.5% next year vs 3.2% growth forecast for Renewable Energy industry in Germany . Consensus price target broadly unchanged at €0. Share price rose 6.1% to €22.63 over the past week.分析記事 • Jun 08Encavis (ETR:ECV) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 21Encavis (ETR:ECV) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: €0.077 (up from €0.016 loss in 1Q 2021). Revenue: €93.4m (up 59% from 1Q 2021). Net income: €12.4m (up €14.6m from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 11% compared to a 24% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 13Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (1.8%).Major Estimate Revision • May 05Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €383.4m to €390.3m. EPS estimate increased from €0.29 to €0.33 per share. Net income forecast to shrink 21% next year vs 36% growth forecast for Renewable Energy industry in Germany . Consensus price target broadly unchanged at €21.28. Share price fell 4.3% to €20.04 over the past week.Price Target Changed • Apr 27Price target increased to €21.69Up from €20.20, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €20.74. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.29 for next year compared to €0.52 last year.Major Estimate Revision • Apr 15Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €364.6m to €383.4m. EPS estimate increased from €0.25 to €0.30 per share. Net income forecast to shrink 32% next year vs 37% growth forecast for Renewable Energy industry in Germany . Consensus price target up from €20.20 to €21.69. Share price fell 3.7% to €20.50 over the past week.Price Target Changed • Apr 14Price target increased to €21.69Up from €20.20, the current price target is an average from 7 analysts. New target price is 5.8% above last closing price of €20.50. Stock is up 22% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.52 last year.分析記事 • Apr 14With EPS Growth And More, Encavis (ETR:ECV) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Price Target Changed • Apr 11Price target increased to €20.76Up from €19.16, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €20.15. Stock is up 22% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.52 last year.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to €21.23, the stock trades at a forward P/E ratio of 84x. Average forward P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 252% over the past three years.Reported Earnings • Mar 31Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: €0.52 (up from €0.074 in FY 2020). Revenue: €332.7m (up 14% from FY 2020). Net income: €75.3m (up €65.2m from FY 2020). Profit margin: 23% (up from 3.5% in FY 2020). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 162%. Over the next year, revenue is forecast to grow 6.1% compared to a 33% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Mar 17Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.24 to €0.20 per share. Revenue forecast steady at €326.9m. Net income forecast to shrink 14% next year vs 22% growth forecast for Renewable Energy industry in Germany . Consensus price target broadly unchanged at €19.04. Share price rose 3.0% to €18.00 over the past week.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to €15.37, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 25x in the Renewable Energy industry in Europe. Total returns to shareholders of 181% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.37 per share.分析記事 • Feb 15Encavis (ETR:ECV) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 06Is Now The Time To Put Encavis (ETR:ECV) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...分析記事 • Dec 02Investors Met With Slowing Returns on Capital At Encavis (ETR:ECV)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS €0.095 (vs €0.042 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €98.4m (up 21% from 3Q 2020). Net income: €13.3m (up 126% from 3Q 2020). Profit margin: 14% (up from 7.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 09These 4 Measures Indicate That Encavis (ETR:ECV) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 23Does Encavis (ETR:ECV) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Aug 24Encavis (ETR:ECV) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Major Estimate Revision • Aug 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.30 to €0.27 per share. Revenue forecast steady at €324.8m. Net income forecast to grow 217% next year vs 29% growth forecast for Renewable Energy industry in Germany. Consensus price target of €18.13 unchanged from last update. Share price was steady at €15.66 over the past week.分析記事 • Jun 24Encavis AG's (ETR:ECV) Intrinsic Value Is Potentially 81% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Encavis AG ( ETR:ECV...分析記事 • Jun 07Encavis (ETR:ECV) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • May 22Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 01 June 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.0%).分析記事 • May 21Encavis (ETR:ECV) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • May 15First quarter 2021 earnings released: €0.001 loss per share (vs €0.031 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €70.8m (up 6.8% from 1Q 2020). Net loss: €206.0k (loss narrowed 95% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.074 (vs €0.17 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: €297.4m (up 5.6% from FY 2019). Net income: €10.1m (down 54% from FY 2019). Profit margin: 3.4% (down from 7.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.Major Estimate Revision • Mar 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.36 to €0.32 per share. Revenue forecast steady at €328.4m. Net income forecast to grow 685% next year vs 23% growth forecast for Renewable Energy industry in Germany. Consensus price target of €18.28 unchanged from last update. Share price fell 2.2% to €17.66 over the past week.収支内訳Encavis の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史XTRA:ECV 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Sep 24458-1548030 Jun 244681942031 Mar 244803439031 Dec 234975337030 Sep 234936437030 Jun 234936437031 Mar 234997232031 Dec 224947830030 Sep 224209324030 Jun 223898421031 Mar 223738920031 Dec 213337520030 Sep 213394221030 Jun 213213521031 Mar 212861222031 Dec 202921021030 Sep 20274622030 Jun 202812021031 Mar 202771519031 Dec 192762218030 Sep 19279424030 Jun 19277623031 Mar 192811424031 Dec 18261522030 Sep 182612921030 Jun 182522121031 Mar 182521520031 Dec 172502619031 Dec 1617011130質の高い収益: ECVは現在利益が出ていません。利益率の向上: ECVは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ECVは利益を出していないが、過去 5 年間で年間15.3%の割合で損失を削減してきた。成長の加速: ECVの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: ECVは利益が出ていないため、過去 1 年間の収益成長をRenewable Energy業界 ( -11.3% ) と比較することは困難です。株主資本利益率高いROE: ECVは現在利益が出ていないため、自己資本利益率 ( -0.84% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YUtilities 、過去の業績が好調な企業。View Financial Health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2025/02/11 16:12終値2025/01/31 00:00収益2024/09/30年間収益2023/12/31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Encavis AG 3 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。6 アナリスト機関Emmanuel ChevalierCIC Market Solutions (ESN)Martin ComtesseJefferies LLCJosé Ruiz FernandezMacquarie Research3 その他のアナリストを表示
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.15 (vs €0.14 in 3Q 2022)Third quarter 2023 results: EPS: €0.15 (up from €0.14 in 3Q 2022). Revenue: €136.2m (up 6.1% from 3Q 2022). Net income: €24.0m (up 6.5% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: €0.17 (vs €0.22 in 2Q 2022)Second quarter 2023 results: EPS: €0.17 (down from €0.22 in 2Q 2022). Revenue: €135.2m (flat on 2Q 2022). Net income: €28.2m (down 21% from 2Q 2022). Profit margin: 21% (down from 26% in 2Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 23+ 3 more updatesEncavis AG to Report Q2, 2024 Results on Aug 14, 2024Encavis AG announced that they will report Q2, 2024 results After-Market on Aug 14, 2024
お知らせ • Nov 24Encavis AG to Report Q3, 2023 Results on Nov 13, 2023Encavis AG announced that they will report Q3, 2023 results on Nov 13, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.15 (vs €0.095 in 3Q 2021)Third quarter 2022 results: EPS: €0.15 (up from €0.095 in 3Q 2021). Revenue: €131.1m (up 35% from 3Q 2021). Net income: €23.7m (up 78% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 27+ 3 more updatesEncavis AG to Report Q1, 2023 Results on May 15, 2023Encavis AG announced that they will report Q1, 2023 results on May 15, 2023
お知らせ • Dec 05Encavis AG (XTRA:ECV) acquired Everswinkel I (22.8 MW) project from UKA Umweltgerechte Kraftanlagen GmbH & Co. KG.Encavis AG (XTRA:ECV) acquired Everswinkel I (22.8 MW) project from UKA Umweltgerechte Kraftanlagen GmbH & Co. KG on December 4, 2024. The wind farm, located east of Münster, consists of two projects, of which Everswinkel I (22.8 MW) has been connected to the grid since August 2024 and Everswinkel II (5.7 MW) has been under construction since May 2024. Encavis AG (XTRA:ECV) completed the acquisition of Everswinkel I (22.8 MW) project from UKA Umweltgerechte Kraftanlagen GmbH & Co. KG on December 4, 2024.
お知らせ • Nov 29Encavis AG(XTRA:ECV) dropped from S&P Global BMI IndexEncavis AG(XTRA:ECV) dropped from S&P Global BMI Index
お知らせ • Nov 28Encavis AG(XTRA:ECV) dropped from Germany SDAX (Total Return) IndexEncavis AG has been dropped from the SDAX (Total Return) Index.
お知らせ • Mar 14KKR & Co. Inc. (NYSE:KKR) and Viessmann Group Gmbh & Co. Kg entered into a investment agreement to acquire 69% stake in Encavis AG (XTRA:ECV) for for €1.9 billion.KKR & Co. Inc. (NYSE:KKR) and Viessmann Group Gmbh & Co. Kg entered into a investment agreement to acquire 69% stake in Encavis AG (XTRA:ECV) for €1.9 billion on March 14, 2024. Encavis shareholders will be offered €17.50 per share in cash. In a related transaction, Abacon capital and other shareholders have signed binding agreements to sell approximately 18% and roll-over approximately 13% of Encavis shares and are fully supportive of the takeover offer. The voluntary public takeover offer will be subject to a minimum acceptance threshold of 54.2852% of all outstanding Encavis shares. The voluntary public takeover offer will be subject to various customary offer conditions, including the receipt of regulatory, antitrust and FDI approvals, with closing expected in Q4 2024. The Management Board and the Supervisory Board of Encavis, who have approved the execution of the Investment Agreement today, expressly support the Offer. PJT Partners is acting as financial advisor and Latham & Watkins and Hengeler Mueller are acting as legal advisors on the takeover offer.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €13.40, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Renewable Energy industry in Germany. Total loss to shareholders of 23% over the past three years.
分析記事 • Feb 17Returns Are Gaining Momentum At Encavis (ETR:ECV)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • Jan 30Is Encavis (ETR:ECV) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Dec 23Encavis AG's (ETR:ECV) Earnings Haven't Escaped The Attention Of InvestorsWhen close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 16x, you may consider...
Price Target Changed • Nov 19Price target decreased by 7.4% to €19.27Down from €20.82, the current price target is an average from 11 analysts. New target price is 40% above last closing price of €13.76. Stock is down 29% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.49 last year.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.15 (vs €0.14 in 3Q 2022)Third quarter 2023 results: EPS: €0.15 (up from €0.14 in 3Q 2022). Revenue: €136.2m (up 6.1% from 3Q 2022). Net income: €24.0m (up 6.5% from 3Q 2022). Profit margin: 18% (in line with 3Q 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 15Price target decreased by 8.5% to €19.82Down from €21.66, the current price target is an average from 11 analysts. New target price is 41% above last closing price of €14.04. Stock is down 27% over the past year. The company is forecast to post earnings per share of €0.52 for next year compared to €0.49 last year.
分析記事 • Oct 23Encavis (ETR:ECV) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 05Encavis (ETR:ECV) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
お知らせ • Sep 21Encavis AG (XTRA:ECV) acquired 17-MW wind farm in Sommerland from BayWa r.e. AG.Encavis AG (XTRA:ECV) acquired 17-MW wind farm in Sommerland from BayWa r.e. AG on September 20, 2023. The wind farm is expected to generate an average of around 53 gigawatt hours (GWh) of electricity per year and will generate revenue and earnings for Encavis from next year. Commissioning will take place during the coming weeks, with the economic transition to Encavis scheduled for January 1, 2024.Encavis AG (XTRA:ECV) completed the acquisition of 17-MW wind farm in Sommerland from BayWa r.e. AG on September 20, 2023.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: €0.17 (vs €0.22 in 2Q 2022)Second quarter 2023 results: EPS: €0.17 (down from €0.22 in 2Q 2022). Revenue: €135.2m (flat on 2Q 2022). Net income: €28.2m (down 21% from 2Q 2022). Profit margin: 21% (down from 26% in 2Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • Jul 23Is There An Opportunity With Encavis AG's (ETR:ECV) 36% Undervaluation?Key Insights The projected fair value for Encavis is €23.82 based on 2 Stage Free Cash Flow to Equity Encavis' €15.32...
分析記事 • Jul 07Is Encavis (ETR:ECV) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 23+ 3 more updatesEncavis AG to Report Q2, 2024 Results on Aug 14, 2024Encavis AG announced that they will report Q2, 2024 results After-Market on Aug 14, 2024
お知らせ • Jun 22Encavis AG, Annual General Meeting, Jun 05, 2024Encavis AG, Annual General Meeting, Jun 05, 2024.
分析記事 • Jun 22Encavis (ETR:ECV) Shareholders Will Want The ROCE Trajectory To ContinueTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Buying Opportunity • May 17Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €20.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 63%. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.
分析記事 • Apr 19Encavis AG (ETR:ECV) Shares Could Be 26% Below Their Intrinsic Value EstimateKey Insights Encavis' estimated fair value is €20.45 based on 2 Stage Free Cash Flow to Equity Encavis is estimated to...
分析記事 • Mar 28These 4 Measures Indicate That Encavis (ETR:ECV) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 10Returns At Encavis (ETR:ECV) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
お知らせ • Feb 10Encavis AG (XTRA:ECV) acquired wind farm project in Bergheim from Energiekontor AG (XTRA:EKT).Encavis AG (XTRA:ECV) acquired wind farm project in Bergheim from Energiekontor AG (XTRA:EKT) on February 8, 2023.Encavis AG (XTRA:ECV) completed the acquisition of wind farm project in Bergheim from Energiekontor AG (XTRA:EKT) on February 8, 2023.
お知らせ • Feb 09Encavis AG (XTRA:ECV) acquired 11.2 MW wind farm in North Rhine-Westphalia, Germany from Energiekontor AG (XTRA:EKT).Encavis AG (XTRA:ECV) acquired 11.2 MW wind farm in North Rhine-Westphalia, Germany from Energiekontor AG (XTRA:EKT) on February 8, 2023.Encavis AG (XTRA:ECV) completed the acquisition of 11.2 MW wind farm in North Rhine-Westphalia, Germany from Energiekontor AG (XTRA:EKT) on February 8, 2023.
Major Estimate Revision • Jan 26Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2022 has improved. 2022 revenue forecast increased from €427.7m to €434.9m. EPS estimate increased from €0.443 to €0.489 per share. Net income forecast to shrink 13% next year vs 18% growth forecast for Renewable Energy industry in Germany . Consensus price target down from €23.62 to €22.42. Share price rose 7.8% to €18.07 over the past week.
分析記事 • Dec 26Encavis (ETR:ECV) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 08Encavis (ETR:ECV) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
お知らせ • Nov 24Encavis AG to Report Q3, 2023 Results on Nov 13, 2023Encavis AG announced that they will report Q3, 2023 results on Nov 13, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.15 (vs €0.095 in 3Q 2021)Third quarter 2022 results: EPS: €0.15 (up from €0.095 in 3Q 2021). Revenue: €131.1m (up 35% from 3Q 2021). Net income: €23.7m (up 78% from 3Q 2021). Profit margin: 18% (up from 14% in 3Q 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 27+ 3 more updatesEncavis AG to Report Q1, 2023 Results on May 15, 2023Encavis AG announced that they will report Q1, 2023 results on May 15, 2023
分析記事 • Sep 15Is Encavis (ETR:ECV) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 28Returns At Encavis (ETR:ECV) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Major Estimate Revision • Aug 25Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €429.1m to €434.4m. EPS estimate increased from €0.39 to €0.44 per share. Net income forecast to shrink 5.0% next year vs 28% growth forecast for Renewable Energy industry in Germany . Consensus price target up from €21.75 to €23.13. Share price rose 11% to €24.39 over the past week.
Reported Earnings • Aug 18Second quarter 2022 earnings released: EPS: €0.22 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.22 (down from €0.29 in 2Q 2021). Revenue: €136.0m (up 32% from 2Q 2021). Net income: €35.8m (down 13% from 2Q 2021). Profit margin: 26% (down from 40% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.5% compared to a 13% decline forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 05Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €389.6m to €425.8m. EPS estimate increased from €0.35 to €0.40 per share. Net income forecast to shrink 8.5% next year vs 3.2% growth forecast for Renewable Energy industry in Germany . Consensus price target broadly unchanged at €0. Share price rose 6.1% to €22.63 over the past week.
分析記事 • Jun 08Encavis (ETR:ECV) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 21Encavis (ETR:ECV) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Reported Earnings • May 14First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: €0.077 (up from €0.016 loss in 1Q 2021). Revenue: €93.4m (up 59% from 1Q 2021). Net income: €12.4m (up €14.6m from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 11% compared to a 24% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 13Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 20 May 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (1.8%).
Major Estimate Revision • May 05Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €383.4m to €390.3m. EPS estimate increased from €0.29 to €0.33 per share. Net income forecast to shrink 21% next year vs 36% growth forecast for Renewable Energy industry in Germany . Consensus price target broadly unchanged at €21.28. Share price fell 4.3% to €20.04 over the past week.
Price Target Changed • Apr 27Price target increased to €21.69Up from €20.20, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €20.74. Stock is up 26% over the past year. The company is forecast to post earnings per share of €0.29 for next year compared to €0.52 last year.
Major Estimate Revision • Apr 15Consensus EPS estimates increase by 17%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €364.6m to €383.4m. EPS estimate increased from €0.25 to €0.30 per share. Net income forecast to shrink 32% next year vs 37% growth forecast for Renewable Energy industry in Germany . Consensus price target up from €20.20 to €21.69. Share price fell 3.7% to €20.50 over the past week.
Price Target Changed • Apr 14Price target increased to €21.69Up from €20.20, the current price target is an average from 7 analysts. New target price is 5.8% above last closing price of €20.50. Stock is up 22% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.52 last year.
分析記事 • Apr 14With EPS Growth And More, Encavis (ETR:ECV) Is InterestingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Price Target Changed • Apr 11Price target increased to €20.76Up from €19.16, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €20.15. Stock is up 22% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.52 last year.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 22% share price gain to €21.23, the stock trades at a forward P/E ratio of 84x. Average forward P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 252% over the past three years.
Reported Earnings • Mar 31Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: €0.52 (up from €0.074 in FY 2020). Revenue: €332.7m (up 14% from FY 2020). Net income: €75.3m (up €65.2m from FY 2020). Profit margin: 23% (up from 3.5% in FY 2020). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 162%. Over the next year, revenue is forecast to grow 6.1% compared to a 33% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Mar 17Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.24 to €0.20 per share. Revenue forecast steady at €326.9m. Net income forecast to shrink 14% next year vs 22% growth forecast for Renewable Energy industry in Germany . Consensus price target broadly unchanged at €19.04. Share price rose 3.0% to €18.00 over the past week.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 21% share price gain to €15.37, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 25x in the Renewable Energy industry in Europe. Total returns to shareholders of 181% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.37 per share.
分析記事 • Feb 15Encavis (ETR:ECV) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 06Is Now The Time To Put Encavis (ETR:ECV) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
分析記事 • Dec 02Investors Met With Slowing Returns on Capital At Encavis (ETR:ECV)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Nov 16Third quarter 2021 earnings released: EPS €0.095 (vs €0.042 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €98.4m (up 21% from 3Q 2020). Net income: €13.3m (up 126% from 3Q 2020). Profit margin: 14% (up from 7.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 09These 4 Measures Indicate That Encavis (ETR:ECV) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 23Does Encavis (ETR:ECV) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Aug 24Encavis (ETR:ECV) Has Some Way To Go To Become A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Major Estimate Revision • Aug 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.30 to €0.27 per share. Revenue forecast steady at €324.8m. Net income forecast to grow 217% next year vs 29% growth forecast for Renewable Energy industry in Germany. Consensus price target of €18.13 unchanged from last update. Share price was steady at €15.66 over the past week.
分析記事 • Jun 24Encavis AG's (ETR:ECV) Intrinsic Value Is Potentially 81% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Encavis AG ( ETR:ECV...
分析記事 • Jun 07Encavis (ETR:ECV) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • May 22Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 01 June 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.0%).
分析記事 • May 21Encavis (ETR:ECV) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • May 15First quarter 2021 earnings released: €0.001 loss per share (vs €0.031 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: €70.8m (up 6.8% from 1Q 2020). Net loss: €206.0k (loss narrowed 95% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 26Full year 2020 earnings released: EPS €0.074 (vs €0.17 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: €297.4m (up 5.6% from FY 2019). Net income: €10.1m (down 54% from FY 2019). Profit margin: 3.4% (down from 7.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
Major Estimate Revision • Mar 24Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.36 to €0.32 per share. Revenue forecast steady at €328.4m. Net income forecast to grow 685% next year vs 23% growth forecast for Renewable Energy industry in Germany. Consensus price target of €18.28 unchanged from last update. Share price fell 2.2% to €17.66 over the past week.