Acerinox, S.A.

BME:ACX 株式レポート

時価総額:€3.6b

Acerinox 将来の成長

Future 基準チェック /46

Acerinox利益と収益がそれぞれ年間64.3%と9.2%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16.1% 41.4%なると予測されています。

主要情報

64.3%

収益成長率

41.45%

EPS成長率

Metals and Mining 収益成長18.7%
収益成長率9.2%
将来の株主資本利益率16.13%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

分析記事 4h

Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results

Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...
分析記事 Jul 27

Results: Acerinox, S.A. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its half-year result this time last week. The...

Recent updates

分析記事 4h

Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results

Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...
ナラティブ更新 Mar 10

ACX: Rising Revenue Assumptions Will Test Execution Risks And Support Upside Potential

The analyst price target for Acerinox has been nudged higher to €14.38 from €14.24, as analysts factor in updated assumptions on revenue growth, margins and valuation that accompany recent price target revisions from major firms. Analyst Commentary Recent research updates on Acerinox show a mix of cautious and more constructive views, with price targets moved higher but ratings still reflecting differing expectations on execution and valuation risk.
ナラティブ更新 Feb 23

ACX: Mixed Rating Shifts Will Test Earnings Resilience And Fairly Valued Outlook

Analysts have nudged their Acerinox price target slightly higher to €14.24, reflecting fine tuning of discount rate and P/E assumptions following mixed recent research that included both a downgrade and a small €1 upward revision from the Street. Analyst Commentary Recent commentary around Acerinox reflects a split view, with one firm such as JPMorgan turning more cautious while others fine tune their models and lift fair value estimates.
分析記事 Feb 16

Here's Why Acerinox (BME:ACX) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 Feb 08

ACX: Mixed Rating Shifts Will Test Margin Resilience And Fairly Valued Outlook

The analyst price target on Acerinox has been adjusted slightly, with fair value moving from €14.28 to €14.24 as analysts factor in updated assumptions on growth, profitability and P/E multiples following recent mixed research that includes both target increases and reductions. Analyst Commentary Recent research on Acerinox reflects a mix of optimism and caution, which helps explain why the consolidated fair value estimate is only slightly lower at €14.24.
ナラティブ更新 Jan 23

ACX: Margin Resilience And Cost Control Will Guide Balanced Fairly Valued Outlook

Analysts have increased Acerinox's fair value estimate to €14.28 from €13.92, reflecting recent Street price target revisions that include both small reductions and a €1 target increase at one firm. Analyst Commentary Recent research opinions on Acerinox present a mix of optimism and caution, which helps explain why the updated fair value estimate sits close to, but not far from, the range of published price targets.
ナラティブ更新 Jan 09

ACX: Margin Resilience And Cost Control Will Shape Balanced Medium Term Outcomes

Narrative Update on Acerinox The updated analyst price target for Acerinox edges up to about €13.92 from €13.84, as analysts factor in recent target revisions around €13.70 and €11, alongside modest tweaks to fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street commentary on Acerinox centers on modest downward revisions to published price targets, with views split between more optimistic and more cautious takes on execution and valuation risk.
ナラティブ更新 Dec 19

ACX: Margin Resilience And Cost Control Will Support Medium Term Upside Potential

Acerinox's analyst price target has been nudged higher to EUR 13.84 from roughly EUR 13.77, as analysts point to slightly improved fair value and profit margin expectations despite recent target trims at major banks. Analyst Commentary Recent research updates reflect a mixed but generally supportive stance on Acerinox, as modest target cuts coexist with an overall upward drift in consensus fair value estimates.
ナラティブ更新 Dec 05

ACX: Future Margin Stability Will Support Medium Term Shareholder Returns

The analyst price target for Acerinox has been trimmed slightly, with fair value easing from EUR 13.56 to EUR 13.77 as analysts factor in marginally higher discount rates while still acknowledging modestly improving growth and profitability metrics reflected in updated revenue growth, profit margin, and forward P E assumptions. Analyst Commentary Recent Street research reflects a more nuanced stance on Acerinox, with modest target cuts aligning valuations more closely with updated growth and execution expectations rather than signaling a fundamental change in the investment case.
分析記事 Nov 29

Acerinox, S.A.'s (BME:ACX) Intrinsic Value Is Potentially 45% Above Its Share Price

Key Insights Acerinox's estimated fair value is €17.62 based on 2 Stage Free Cash Flow to Equity Acerinox's €12.17...
ナラティブ更新 Nov 21

ACX: Improved Revenue Outlook Will Drive Future Shareholder Returns

Narrative Update on Acerinox The analyst price target for Acerinox has seen a slight increase, rising by EUR 0.06 to EUR 13.56. Analysts reflect updated forecasts for modestly higher revenue growth and stable market conditions.
ナラティブ更新 Nov 05

ACX: Stronger Profit Margin Will Support A Positive Earnings Outlook

Analysts have raised their price target for Acerinox from €13.31 to €13.49. This reflects modest optimism based on slight improvements in projected profit margin and future earnings multiples, despite a lowered revenue growth outlook.
分析記事 Oct 28

Acerinox, S.A.'s (BME:ACX) Price In Tune With Earnings

When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
ナラティブ更新 Oct 22

Analysts Revise Acerinox Price Target as Market Outlook and Valuation Expectations Shift

Acerinox's analyst price target has been revised downward from €13.39 to €13.31. This change reflects slightly lower fair value estimates as analysts moderate expectations amid increasingly conservative industry forecasts.
ナラティブ更新 Oct 08

Tariff Clarity And Sustainable Demand Will Shape Stainless Steel Future

The analyst price target for Acerinox has been revised upward from €13.04 to €13.39. Analysts cite updated forecasts for revenue growth and discount rate, while also noting recent mixed target adjustments from major banks.
分析記事 Jul 27

Results: Acerinox, S.A. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its half-year result this time last week. The...
分析記事 Jun 23

Market Still Lacking Some Conviction On Acerinox, S.A. (BME:ACX)

With a price-to-earnings (or "P/E") ratio of 14.3x Acerinox, S.A. ( BME:ACX ) may be sending bullish signals at the...
分析記事 Jun 02

Are Investors Undervaluing Acerinox, S.A. (BME:ACX) By 44%?

Key Insights Acerinox's estimated fair value is €18.43 based on 2 Stage Free Cash Flow to Equity Acerinox's €10.41...
分析記事 May 16

Acerinox's (BME:ACX) Solid Earnings May Rest On Weak Foundations

The recent earnings posted by Acerinox, S.A. ( BME:ACX ) were solid, but the stock didn't move as much as we expected...
分析記事 Mar 20

Acerinox's (BME:ACX) Returns On Capital Not Reflecting Well On The Business

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 Feb 26

Does Acerinox (BME:ACX) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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新しいナラティブ Feb 09

Haynes Acquisition And Europa Plant Revamp Will Boost Future Market Expansion

Completion of the Haynes acquisition and Bahru Stainless sale are poised to enhance future revenue, EBITDA, and net earnings through market expansion and accounting gains.
分析記事 Jan 28

Acerinox, S.A. (BME:ACX) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 57.2x Acerinox, S.A. ( BME:ACX ) may be sending very bearish signals at...
分析記事 Jan 03

An Intrinsic Calculation For Acerinox, S.A. (BME:ACX) Suggests It's 38% Undervalued

Key Insights Acerinox's estimated fair value is €15.70 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Nov 04

We Think You Can Look Beyond Acerinox's (BME:ACX) Lackluster Earnings

The most recent earnings report from Acerinox, S.A. ( BME:ACX ) was disappointing for shareholders. However, our...
分析記事 Nov 02

Earnings Miss: Acerinox, S.A. Missed EPS By 9.5% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Acerinox, S.A. ( BME:ACX ) released its third-quarter result to the market. The...
分析記事 Oct 30

We Think Acerinox (BME:ACX) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 09

Are Investors Undervaluing Acerinox, S.A. (BME:ACX) By 32%?

Key Insights The projected fair value for Acerinox is €13.24 based on 2 Stage Free Cash Flow to Equity Acerinox's €8.96...
分析記事 Jul 27

Acerinox, S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 2.8% to close at €9.71 following the...
分析記事 Jun 27

Is Acerinox (BME:ACX) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 29

Acerinox, S.A. (BME:ACX) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

As you might know, Acerinox, S.A. ( BME:ACX ) recently reported its first-quarter numbers. Results look mixed - while...
分析記事 Apr 04

A Piece Of The Puzzle Missing From Acerinox, S.A.'s (BME:ACX) Share Price

Acerinox, S.A.'s ( BME:ACX ) price-to-earnings (or "P/E") ratio of 11.2x might make it look like a buy right now...
分析記事 Dec 18

These 4 Measures Indicate That Acerinox (BME:ACX) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Nov 10

Calculating The Fair Value Of Acerinox, S.A. (BME:ACX)

Key Insights The projected fair value for Acerinox is €11.13 based on 2 Stage Free Cash Flow to Equity With €9.76 share...
分析記事 Sep 09

These 4 Measures Indicate That Acerinox (BME:ACX) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jul 30

Does This Valuation Of Acerinox, S.A. (BME:ACX) Imply Investors Are Overpaying?

Key Insights The projected fair value for Acerinox is €7.40 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Apr 18

These 4 Measures Indicate That Acerinox (BME:ACX) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Mar 31

Does This Valuation Of Acerinox, S.A. (BME:ACX) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Acerinox fair value estimate is €7.74 Acerinox is estimated to...
分析記事 Dec 17

Are Acerinox, S.A. (BME:ACX) Investors Paying Above The Intrinsic Value?

Today we will run through one way of estimating the intrinsic value of Acerinox, S.A. ( BME:ACX ) by projecting its...
分析記事 Nov 22

We Think Acerinox (BME:ACX) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 07

An Intrinsic Calculation For Acerinox, S.A. (BME:ACX) Suggests It's 33% Undervalued

In this article we are going to estimate the intrinsic value of Acerinox, S.A. ( BME:ACX ) by taking the forecast...

業績と収益の成長予測

BME:ACX - 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
12/31/20287,531414339N/A8
12/31/20277,086360281N/A10
12/31/20266,364248N/AN/A7
3/31/20265,618-45N/AN/AN/A
12/31/20255,785-40146455N/A
9/30/20255,8017099390N/A
6/30/20255,69393-76176N/A
3/31/20255,486182-21205N/A
12/31/20245,41622589294N/A
9/30/20245,62542292463N/A
6/30/20245,86965667824N/A
3/31/20246,315145521688N/A
12/31/20236,616228307481N/A
9/30/20236,799163552738N/A
6/30/20237,421225205391N/A
3/31/20238,211426293451N/A
12/31/20228,716556407544N/A
9/30/20228,935940118231N/A
6/30/20228,464978260357N/A
3/31/20227,554760344439N/A
12/31/20216,708572286388N/A
9/30/20215,989391347438N/A
6/30/20215,406250352453N/A
3/31/20214,95399373480N/A
12/31/20204,67149319421N/A
9/30/20204,551-142181308N/A
6/30/20204,651-127200330N/A
3/31/20204,718-65N/AN/AN/A
12/31/20194,761-60N/A359N/A
9/30/20194,818129N/A387N/A
6/30/20194,880168N/A299N/A
3/31/20194,977212N/AN/AN/A
12/31/20185,029237N/A326N/A
9/30/20185,005298N/A295N/A
6/30/20184,789221N/A430N/A
3/31/20184,645194N/AN/AN/A
12/31/20174,644234N/A366N/A
9/30/20174,571193N/A343N/A
6/30/20174,509222N/A181N/A
3/31/20174,274187N/A301N/A
12/31/20163,97580N/A269N/A
9/30/20163,83932N/A244N/A
6/30/20163,828-12N/A315N/A
3/31/20164,0494N/A263N/A
12/31/20154,24043N/A17N/A
9/30/20154,41758N/AN/AN/A
6/30/20154,544124N/A170N/A

アナリストによる今後の成長予測

収入対貯蓄率: ACX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 ( 2.7% ) よりも高い成長率であると考えられます。

収益対市場: ACX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: ACX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: ACXの収益 ( 9.2% ) Spanish市場 ( 6.3% ) よりも速いペースで成長すると予測されています。

高い収益成長: ACXの収益 ( 9.2% ) 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: ACX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 ( 16.1 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/12 04:57
終値2026/05/12 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Acerinox, S.A. 10 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。28

アナリスト機関
null nullBanco de Sabadell. S.A.
Robert JacksonBanco Santander
Tom ZhangBarclays