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Acciona, S.A.

BME:ANA 株式レポート

時価総額:€11.1b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Acciona 過去の業績

過去 基準チェック /16

Accionaは、平均年間7.6%の収益成長を遂げていますが、 Electric Utilities業界の収益は、年間 成長しています。収益は、平均年間13.6% 20.4%収益成長率で 成長しています。 Accionaの自己資本利益率は10.1%であり、純利益率は1.6%です。

主要情報

7.61%

収益成長率

7.75%

EPS成長率

Electric Utilities 業界の成長11.41%
収益成長率20.45%
株主資本利益率10.11%
ネット・マージン1.64%
次回の業績アップデート12 Nov 2026

最近の業績更新

Recent updates

User avatar
ナラティブ更新 • Jul 15

ANA: Raised Price Hopes And U.S. Deal Will Likely Cap Future Returns

Acciona's analyst fair value estimate has been updated from €195.49 to €208.09, reflecting higher Street price targets at €184 and €170, as analysts point to revised assumptions on discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Acciona points to higher published price targets at €184 and €170, even as ratings remain cautious.
User avatar
ナラティブ更新 • Jul 01

ANA: Cautious Outlook On Execution Risk Will Pressure Elevated P/E

Acciona's analyst fair value estimate has increased from €125 to €160. Analysts point to updated price targets around €170 to €184 and refreshed assumptions on revenue growth, discount rate, profit margins, and future P/E as the key drivers of this change.
User avatar
ナラティブ更新 • Jun 16

ANA: Higher Street Pessimism On Shares Will Test Fair Value Conviction

The analyst price target for Acciona has been revised from about €225 to roughly €262. Analysts attribute the change to updated assumptions on revenue growth, profit margins and future P/E, as well as recent Street research that raised cited price targets to €170 and €184.
User avatar
ナラティブ更新 • Jun 02

ANA: Higher Expectations And Limited Catalysts Will Restrain Future Share Performance

Analysts have lifted their fair value estimate for Acciona from €183.47 to €195.49, supported by higher Street price targets, such as the recent move to €170, updated assumptions on revenue growth and profitability, and a revised P/E outlook. What's in the News No recent company specific news, periodical coverage, or key developments were provided in the available sources for Acciona.
User avatar
ナラティブ更新 • May 15

ANA: Recent Downgrade Will Test Confidence In Stable Fair Value Assumptions

Analysts have kept Acciona's fair value estimate steady at €225.0, with the latest price target update framed by a modestly adjusted discount rate and slightly revised growth and margin assumptions following a recent downgrade to Reduce by the Street. Analyst Commentary The recent downgrade to Reduce has sharpened the focus on Acciona's risk or reward profile, but it has not altered the central fair value anchor of €225.0. With the discount rate and growth and margin assumptions only modestly adjusted, the debate for investors is less about a radical change in fundamentals and more about how much of the story is already reflected in the current share price.
User avatar
ナラティブ更新 • May 01

ANA: Downgrade And Limited Catalysts Will Restrain Future Share Performance

Acciona's analyst price target remains unchanged at €183.47, as analysts point to only marginal adjustments to discount rate assumptions after a recent downgrade to Reduce. Analyst Commentary Recent research points to a more cautious stance on Acciona, with the unchanged €183.47 price target reflecting only limited tweaks to discount rate assumptions rather than a major shift in the fundamental view.
User avatar
ナラティブ更新 • Apr 16

ANA: Higher Fair Value And Downgrade Will Constrain Future Equity Returns

Analysts have raised their fair value estimate for Acciona by about €9 to €183, reflecting revised assumptions on revenue growth, margins and a slightly lower discount rate, even as recent research includes both a higher price target and a rating downgrade. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of €183 as support for a more constructive view on Acciona's long term earnings power and project pipeline.
User avatar
ナラティブ更新 • Apr 02

ANA: Future Margin Confidence Will Reflect Mixed Rating Shift And Stable Fair Value

Analysts keep the fair value estimate for Acciona steady at €225.0, with a small adjustment to the discount rate and updated views from recent research, including a downgrade to Reduce and a €10 increase in one price target, shaping the latest price target rationale. Analyst Commentary Recent research on Acciona shows a mix of views, with the fair value estimate held steady at €225.0 and opinions split on the near term share price path.
User avatar
ナラティブ更新 • Mar 19

ANA: Mixed Rating Signals Will Shape Future Margin And Discount Rate Confidence

Acciona's analyst price target has shifted from €202.00 to €225.00, with analysts attributing this change to updated views on discount rates, profit margins and future P/E assumptions. Recent research has been mixed, including a downgrade to Reduce and a separate €10 increase in the price target.
User avatar
ナラティブ更新 • Mar 05

ANA: Softer Earnings Outlook In 2026 Will Pressure Elevated P/E

Analysts have held their fair value estimate for Acciona at €125 while revising assumptions to reflect a lower discount rate, softer revenue expectations, slightly slimmer profit margins, and a marginally lower future P/E, influenced by a recent downgrade to Reduce and a higher price target from the Street. Analyst Commentary Recent Street research paints a more cautious picture around Acciona, even as the fair value estimate is held steady.
User avatar
ナラティブ更新 • Feb 18

ANA: 2026 Earnings Cliff Fears Will Weigh On Future Returns

Analysts have raised their fair value estimate for Acciona from about €166.51 to roughly €174.88. This change reflects updated views on discount rates, margins and growth, following recent target revisions that include a higher price target from one firm and downgrades to Hold and Underperform from others.
User avatar
ナラティブ更新 • Feb 04

ANA: Earnings Cliff In 2026 Will Undermine Raised P/E Assumptions

Analysts have raised their price expectations for Acciona by €10. They cite updated assumptions for the discount rate, revenue trends, profit margins and future P/E as the key drivers behind the new target.
User avatar
ナラティブ更新 • Jan 21

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Higher Fair Value

Analysts have raised their fair value estimate for Acciona by €10 to €125, citing updated assumptions for revenue trends, profit margins, and a lower future P/E multiple, alongside recent mixed rating changes and price targets from the Street. Analyst Commentary Recent Street research on Acciona reflects a more cautious tone, with several bearish analysts tempering their expectations even as some price targets remain well above the latest fair value estimate of €125.
分析記事 • Jan 12

Acciona (BME:ANA) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
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ナラティブ更新 • Jan 07

ANA: 2026 Earnings Cliff Fears Will Drive A More Cautious Outlook

Analysts have nudged their fair value estimate for Acciona up from €161.74 to €166.51, reflecting updated assumptions on discount rate, revenue trends, profit margin, and future P/E after recent downgrades and fresh price targets that highlight concerns about a potential earnings cliff in 2026 and a more cautious stance on the shares. Analyst Commentary Recent research has turned more cautious on Acciona, with two downgrades and price targets that sit close to, or below, the updated fair value estimate of €166.51.
User avatar
ナラティブ更新 • Dec 19

ANA: Earnings Cliff In 2026 Will Pressure Shares Despite Raised Fair Value Estimate

Analysts have raised their fair value estimate for Acciona from EUR 105 to EUR 115, despite a higher discount rate and softer long-term margin assumptions. This reflects a more supportive view of the company’s earnings trajectory than implied by recent Street downgrades.
User avatar
ナラティブ更新 • Dec 05

ANA: Downgrades And 2026 Earnings Cliff Fears Will Shape Outlook

Analysts have nudged their blended price target for Acciona modestly higher to about EUR 162 from roughly EUR 159, reflecting a slightly lower discount rate and marginally improved long term growth assumptions, even as recent downgrades flag an approaching earnings cliff and question how much growth is being priced into its concession assets. Analyst Commentary Street research has turned more cautious on Acciona, with a string of downgrades highlighting concerns about the durability of earnings beyond the current project cycle and the degree of growth already embedded in consensus expectations and valuation multiples.
User avatar
ナラティブ更新 • Nov 20

ANA: Recent Downgrade and Rising Discount Rate Will Shape Earnings Outlook

Narrative Update: Acciona Analyst Price Target Revised Analysts have lowered their fair value estimate for Acciona from EUR 158.21 to EUR 159.10, reflecting a modest uptick. Recent Street research, however, cautions that market expectations for concession asset growth may be overly optimistic.
User avatar
ナラティブ更新 • Nov 04

ANA: Concession Asset Optimism Will Face Downside Risk After Sell Rating

Narrative Update on Acciona Analysts have modestly raised Acciona's fair value estimate from €155.73 to €158.21. They cite expectations that the market is overestimating growth prospects for the company's concession assets.
分析記事 • Oct 29

Acciona, S.A.'s (BME:ANA) Prospects Need A Boost To Lift Shares

Acciona, S.A.'s ( BME:ANA ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...
User avatar
ナラティブ更新 • Oct 21

Analysts Debate Acciona’s Growth as Price Target Cut and Valuation Adjusted Amid Buyback

Narrative Update on Acciona Acciona's analyst price target has been reduced from €141 to €135, as analysts express caution about overly optimistic growth expectations for the company’s concession assets. Analyst Commentary Following the recent revision in Acciona's price target, analysts have shared a range of perspectives on the outlook for the company.
User avatar
ナラティブ更新 • Aug 27

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

With no significant changes in Acciona's key valuation metrics, including a stable consensus price target of €153.25, analyst sentiment and fair value remain essentially unchanged. Valuation Changes Summary of Valuation Changes for Acciona The Consensus Analyst Price Target remained effectively unchanged, at €153.25.
User avatar
新しいナラティブ • Mar 02

MacIntyre Wind Farm Will Expand Renewable Energy Capacity In 2024

Acciona's strong infrastructure backlog and renewable energy expansion set a foundation for revenue and operating margin growth through large-scale projects.

収支内訳

Acciona 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

BME:ANA 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
30 Jun 2621,8963604,0720
31 Mar 2621,6935824,0060
31 Dec 2521,4908033,9390
30 Sep 2521,5898183,8710
30 Jun 2521,6888323,8020
31 Mar 2521,2836273,7460
31 Dec 2420,8784223,6890
30 Sep 2420,3603063,6010
30 Jun 2419,8421903,5130
31 Mar 2418,9053663,3390
31 Dec 2317,9675413,1640
30 Sep 2316,0636242,8540
30 Jun 2314,1587072,5440
31 Mar 2313,1855742,3810
31 Dec 2212,2114412,2180
30 Sep 2211,3224132,1280
30 Jun 2210,4323852,0370
31 Mar 229,6303361,9980
31 Dec 218,6673321,8950
30 Sep 218,3955491,8780
30 Jun 217,6695131,7230
31 Mar 217,2173991,5480
31 Dec 207,2713871,6210
30 Sep 207,2802171,5250
30 Jun 207,5262191,5920
31 Mar 207,9533571,6280
31 Dec 197,8753521,5990
30 Sep 197,9283191,5630
30 Jun 198,0222971,5100
31 Mar 197,9863401,4930
31 Dec 187,9713281,4860
30 Sep 187,9502101,5130
30 Jun 188,0073261,5140
31 Mar 187,9362211,5110
31 Dec 177,8672201,4970
30 Sep 177,4452361,4640
30 Jun 177,062-1641,4100
31 Mar 176,7173631,3530
31 Dec 166,5323521,3200
30 Sep 166,4383891,2770
30 Jun 166,4597011,2620
31 Mar 166,7412141,2660
31 Dec 156,7912071,2540
30 Sep 156,9712021,3020

質の高い収益: ANAには€609.0M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が30th June, 2026に影響を及ぼしています。

利益率の向上: ANAの現在の純利益率 (1.6%)は、昨年(3.8%)よりも低くなっています。


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: ANAの収益は過去 5 年間で年間7.6%増加しました。

成長の加速: ANAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: ANAは過去 1 年間で収益成長率がマイナス ( -56.7% ) となったため、 Electric Utilities業界平均 ( -3.4% ) と比較することが困難です。


株主資本利益率

高いROE: ANAの 自己資本利益率 ( 10.1% ) は 低い とみなされます。


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

7D

1Y

7D

1Y

7D

1Y

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2026/09/11 00:59
終値2026/09/11 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
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* 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や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 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

Acciona, 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。24

アナリスト機関
Andrés Bolumburu CámaraBanco de Sabadell. S.A.
Oscar Nájar RíosBanco Santander
Harry WyburdBNP Paribas

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