Almirall, S.A.

BME:ALM 株式レポート

時価総額:€2.3b

Almirall 配当と自社株買い

配当金 基準チェック /36

Almirall配当を支払う会社であり、現在の利回りは1.79%で、収益によって十分にカバーされています。

主要情報

1.8%

配当利回り

-0.04%

バイバック利回り

総株主利回り1.7%
将来の配当利回り2.2%
配当成長-0.3%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向68%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Jul 28

ALM: Dermatology Pipeline Progress Will Drive Future Upside Repricing

Analysts have adjusted the Almirall price target to about €17.50 from about €16.57, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Analysts covering Almirall are using a range of sector signals to frame their updated views, even when those signals come from different parts of the market.
ナラティブ更新 Jul 12

ALM: Future Re-Rating Will Rely On Dermatology Pipeline And R&D Partnerships

Analysts have lifted their fair value estimate for Almirall to €14.58 from €13.91, reflecting updated assumptions for revenue growth, profit margins and a slightly lower discount rate. Together, these factors support a modestly higher long term price target and a marginally lower future P/E multiple.
ナラティブ更新 Feb 03

ALM: Future Re-Rating Will Depend On Dermatology Execution And Pipeline Delivery

Analysts have nudged their price target on Almirall higher to €13.91 from €13.69, reflecting updated assumptions on revenue growth, profit margins and future P/E, despite a recent downgrade in stance from BNP Paribas. Analyst Commentary Analysts are sending mixed signals on Almirall, with a higher price target sitting alongside a more cautious rating.
ナラティブ更新 Jan 19

ALM: Future Re-Rating Will Rely On Dermatology Pipeline And Execution

Analysts slightly trimmed their price target for Almirall to €13.69 from €13.86, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Almirall plans to start a phase III study in the first half of 2026 evaluating Lebrikizumab (Ebglyss) for nummular eczema.
ナラティブ更新 Jan 05

ALM: Future Re-Rating Will Depend On Pipeline Execution And Ebglyss Ramp-Up

Narrative update on Almirall Analysts have raised their price target on Almirall to €14.50, citing what they see as a still-compelling valuation, along with expectations for Ebglyss ramp-up, upcoming clinical readouts, and potential in-licensing and M&A to support the mid-stage pipeline. Analyst Commentary Recent research points to a target price of €14.50 for Almirall, with the view that the shares still offer a compelling entry point despite a prior rebound in the stock.
ナラティブ更新 Dec 17

ALM: Future Re-Rating Will Hinge On Ebglyss Uptake And Pipeline Delivery

Analysts have modestly raised their price target on Almirall to EUR 14.50, citing expectations for a continued valuation re-rating supported by the ramp up of Ebglyss, upcoming clinical readouts, and potential in-licensing and M&A to bolster the mid-stage pipeline. Analyst Commentary Analyst views on Almirall remain broadly positive, with recent coverage highlighting both upside drivers and execution risks as the company advances its dermatology portfolio.
分析記事 Dec 08

Market Cool On Almirall, S.A.'s (BME:ALM) Revenues

There wouldn't be many who think Almirall, S.A.'s ( BME:ALM ) price-to-sales (or "P/S") ratio of 2.6x is worth a...
ナラティブ更新 Dec 03

ALM: Future Re-Rating Will Depend On Dermatology Execution And Pipeline Delivery

Analysts have modestly raised their 12 month price target for Almirall to EUR 14.50, citing expectations that a continued re rating driven by Ebglyss ramp up, upcoming clinical readouts, and potential in licensing and M&A could support upside from current levels. Analyst Commentary Analysts note that Almirall's investment case is increasingly driven by visible growth levers in medical dermatology, but also caution that execution on product ramps and pipeline milestones will be critical to sustaining the recent share price rebound.
ナラティブ更新 Nov 19

ALM: Pipeline Milestones And Product Launch Momentum Will Drive Re-Rating

Analysts have increased their price target for Almirall from €13.30 to €13.87. They cite a compelling valuation, strong pipeline prospects, and expectations for continued growth driven by product launches and strategic developments.
分析記事 Nov 17

Almirall's (BME:ALM) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Almirall, S.A.'s ( BME:ALM ) stock...
分析記事 Nov 13

Almirall, S.A. (BME:ALM) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a good week for Almirall, S.A. ( BME:ALM ) shareholders, because the company has just released its latest...
分析記事 Aug 19

We Think Almirall (BME:ALM) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 29

The Almirall, S.A. (BME:ALM) Interim Results Are Out And Analysts Have Published New Forecasts

Almirall, S.A. ( BME:ALM ) came out with its interim results last week, and we wanted to see how the business is...
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新しいナラティブ Jul 22

European Demographics Will Drive Advancements In Dermatology Treatments

Strong specialty product launches and robust R&D pipeline are expected to drive growth, improve margins, and boost Almirall's market position in innovative dermatology.
分析記事 May 12

Almirall, S.A.'s (BME:ALM) Intrinsic Value Is Potentially 44% Above Its Share Price

Key Insights The projected fair value for Almirall is €14.08 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Mar 27

Why We're Not Concerned About Almirall, S.A.'s (BME:ALM) Share Price

With a median price-to-sales (or "P/S") ratio of close to 2.2x in the Pharmaceuticals industry in Spain, you could be...
分析記事 Mar 03

Statutory Profit Doesn't Reflect How Good Almirall's (BME:ALM) Earnings Are

Almirall, S.A. ( BME:ALM ) recently posted some strong earnings, and the market responded positively. Our analysis...
分析記事 Feb 12

These 4 Measures Indicate That Almirall (BME:ALM) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Dec 10

Almirall, S.A.'s (BME:ALM) Popularity With Investors Is Clear

There wouldn't be many who think Almirall, S.A.'s ( BME:ALM ) price-to-sales (or "P/S") ratio of 1.9x is worth a...
分析記事 Nov 14

Almirall, S.A. (BME:ALM) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

Almirall, S.A. ( BME:ALM ) shareholders are probably feeling a little disappointed, since its shares fell 2.9% to €8.52...
分析記事 Nov 06

Almirall (BME:ALM) Has A Somewhat Strained Balance Sheet

David 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 Sep 07

Investors Continue Waiting On Sidelines For Almirall, S.A. (BME:ALM)

You may think that with a price-to-sales (or "P/S") ratio of 2x Almirall, S.A. ( BME:ALM ) is a stock worth checking...
分析記事 Jul 12

Almirall, S.A.'s (BME:ALM) Intrinsic Value Is Potentially 90% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Almirall fair value estimate is €18.31 Current share price of...
分析記事 Apr 24

Market Participants Recognise Almirall, S.A.'s (BME:ALM) Revenues

There wouldn't be many who think Almirall, S.A.'s ( BME:ALM ) price-to-sales (or "P/S") ratio of 1.9x is worth a...
分析記事 Mar 20

These 4 Measures Indicate That Almirall (BME:ALM) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Dec 15

Here's Why Almirall (BME:ALM) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Oct 03

Is There An Opportunity With Almirall, S.A.'s (BME:ALM) 21% Undervaluation?

Key Insights Almirall's estimated fair value is €11.86 based on 2 Stage Free Cash Flow to Equity Almirall's €9.37 share...
分析記事 Aug 24

We Think Almirall (BME:ALM) 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...

決済の安定と成長

配当データの取得

安定した配当: ALMの1株当たり配当金は過去10年間安定しています。

増加する配当: ALMの配当金支払額は過去10年間減少しています。


配当利回り対市場

Almirall 配当利回り対市場
ALM 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (ALM)1.8%
市場下位25% (ES)1.9%
市場トップ25% (ES)4.9%
業界平均 (Pharmaceuticals)2.6%
アナリスト予想 (ALM) (最長3年)2.2%

注目すべき配当: ALMの配当金 ( 1.79% ) はSpanish市場の配当金支払者の下位 25% ( 1.91% ) と比べると目立ったものではありません。

高配当: ALMの配当金 ( 1.79% ) はSpanish市場の配当金支払者の上位 25% ( 4.93% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: ALMの配当金は、合理的な 配当性向 ( 67.7% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: ALMの 現金配当性向 ( 42.7% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

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2026/08/21 18:05
終値2026/08/21 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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

Almirall, S.A. 11 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
Luis ArredondoBanco de Sabadell. S.A.
null nullBanco de Sabadell. S.A.
Jaime EscribanoBanco Santander