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OPmobility SEENXTPA:OPM 株式レポート

時価総額 €2.2b
株価
€15.79
€17.44
9.4% 割安 内在価値ディスカウント
1Y48.5%
7D4.2%
1D
ポートフォリオ価値
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OPmobility SE

ENXTPA:OPM 株式レポート

時価総額:€2.2b

OPmobility(OPM)株式概要

OPmobility SEは、欧州、北米、中国、その他のアジア、南米、中東、アフリカのあらゆるモビリティ・プレーヤー向けに、インテリジェントなエクステリア・システム、カスタマイズされた複合モジュール、照明システム、エネルギー貯蔵システム、電動化ソリューションを設計・製造している。 詳細

OPM ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長2/6
過去の実績4/6
財務の健全性3/6
配当金4/6

OPM Community Fair Values

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OPmobility SE 競合他社

価格と性能

株価の高値、安値、推移の概要OPmobility
過去の株価
現在の株価€15.79
52週高値€18.16
52週安値€10.36
ベータ1.18
1ヶ月の変化6.69%
3ヶ月変化-10.23%
1年変化48.54%
3年間の変化-1.19%
5年間の変化-44.79%
IPOからの変化1,106.43%

最新ニュース

ナラティブの更新 May 16

OPM: Higher Fair Value And New Contract Wins Will Shape Future Performance

OPmobility's updated fair value estimate of €21, up from €20, reflects a modestly higher analyst price target as firms cite recent target increases to €19.50 and €21, along with slightly firmer margin assumptions despite adjusted growth and discount rate inputs. Analyst Commentary Recent Street research on OPmobility has leaned positive, with bullish analysts lifting price targets into a €19.50 to €21 range.
ナラティブの更新 Apr 27

OPM: Future Returns Will Rely On HEV Contract Execution Over Higher P E Assumptions

Analysts have raised their target range for OPmobility to approximately €19.50 to €21, resulting in a modest reduction in the modelled fair value to €17.44 as they incorporate updated discount rates, revenue growth and profit margin assumptions, along with a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets into a higher range of €19.50 to €21, which aligns with the updated fair value estimate of €17.44 and signals greater confidence in the risk and reward profile at current levels.
ナラティブの更新 Apr 13

OPM: Future Returns Will Rely On HEV Contract Delivery Versus Higher P E Assumptions

Narrative Update on OPmobility The updated analyst price target for OPmobility moves from €16.44 to €17.69, reflecting analysts' higher fair value and P/E assumptions following recent target increases from firms that now see the shares in a €19.50 to €21 range. Analyst Commentary Recent research is clustered around higher price targets in the €19.50 to €21 range, which feeds into the updated blended target of €17.69 and implies analysts are revisiting both valuation multiples and execution assumptions for OPmobility.
ナラティブの更新 Mar 30

OPM: Elevated Margin Aims Will Confront HEV Contract Execution Uncertainty

Analyst price targets for OPmobility have moved higher into a €13.50 to €21 range, as analysts point to updated expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates cluster OPmobility in a higher price target range, with figures stretching from €13.50 up to €21.

Recent updates

ナラティブの更新 May 16

OPM: Higher Fair Value And New Contract Wins Will Shape Future Performance

OPmobility's updated fair value estimate of €21, up from €20, reflects a modestly higher analyst price target as firms cite recent target increases to €19.50 and €21, along with slightly firmer margin assumptions despite adjusted growth and discount rate inputs. Analyst Commentary Recent Street research on OPmobility has leaned positive, with bullish analysts lifting price targets into a €19.50 to €21 range.
ナラティブの更新 Apr 27

OPM: Future Returns Will Rely On HEV Contract Execution Over Higher P E Assumptions

Analysts have raised their target range for OPmobility to approximately €19.50 to €21, resulting in a modest reduction in the modelled fair value to €17.44 as they incorporate updated discount rates, revenue growth and profit margin assumptions, along with a slightly higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets into a higher range of €19.50 to €21, which aligns with the updated fair value estimate of €17.44 and signals greater confidence in the risk and reward profile at current levels.
ナラティブの更新 Apr 13

OPM: Future Returns Will Rely On HEV Contract Delivery Versus Higher P E Assumptions

Narrative Update on OPmobility The updated analyst price target for OPmobility moves from €16.44 to €17.69, reflecting analysts' higher fair value and P/E assumptions following recent target increases from firms that now see the shares in a €19.50 to €21 range. Analyst Commentary Recent research is clustered around higher price targets in the €19.50 to €21 range, which feeds into the updated blended target of €17.69 and implies analysts are revisiting both valuation multiples and execution assumptions for OPmobility.
ナラティブの更新 Mar 30

OPM: Elevated Margin Aims Will Confront HEV Contract Execution Uncertainty

Analyst price targets for OPmobility have moved higher into a €13.50 to €21 range, as analysts point to updated expectations for revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research updates cluster OPmobility in a higher price target range, with figures stretching from €13.50 up to €21.
ナラティブの更新 Mar 16

OPM: Elevated Margin Hopes Will Eventually Confront HEV Contract Execution Risk

Narrative Update The updated analyst price target for OPmobility rises from €16.50 to €21. This reflects analysts' use of slightly higher discount rate, revenue growth, profit margin and future P/E assumptions, supported by recent target increases from several major banks.
ナラティブの更新 Mar 02

OPM: Elevated Margin Hopes Will Eventually Collide With Execution And Contract Risks

Analysts have lifted our OPmobility fair value estimate from €9.20 to about €10.31, reflecting higher price targets on the stock from several banks and updated assumptions around growth, margins, discount rate and future P/E. Analyst Commentary Recent price target revisions for OPmobility cluster in a relatively tight range but come with different stances on risk and reward.
ナラティブの更新 Feb 16

OPM: Future Returns Will Depend On Earnings Delivery Versus Refreshed Market Expectations

Narrative update on OPmobility The analyst price target for OPmobility has been raised to €13.50, supported by recent upward revisions from firms that refer to adjusted assumptions on discount rate, profit margin and future P/E, while the fair value estimate of €16.44 remains unchanged. Analyst Commentary Recent Street research on OPmobility points to a cluster of higher price targets, alongside some caution on the near term risk and reward profile.
ナラティブの更新 Feb 02

OPM: Future Returns Will Depend On Earnings Delivery And Leadership Continuity

Analysts have raised their price targets on OPmobility, lifting our fair value estimate from €13.61 to €16.44. This change is supported by updated assumptions for discount rates, margins and future P/E multiples reflected in recent research from major banks.
ナラティブの更新 Jan 19

OPM: Higher Fair Value And Leadership Transition Will Shape Future Share Performance

Analysts have increased their fair value estimate for OPmobility from €17.00 to €20.00, citing updated price targets from Deutsche Bank and Morgan Stanley, along with small refinements to discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent price target revisions have been a key driver behind the higher fair value estimate for OPmobility.
ナラティブの更新 Jan 05

OPM: Leadership Transition And Earnings Outlook Will Shape Future Share Performance

Analysts have lifted their price target on OPmobility to EUR 17.00 from EUR 16.30, reflecting modestly lower discount rate assumptions, slightly tempered growth and margin forecasts, and a higher expected future P E multiple. Analyst Commentary Bullish analysts highlight the recent price target increase to EUR 17.00 as a sign of growing confidence in OPmobility's execution, margin resilience, and medium term growth prospects.
ナラティブの更新 Dec 17

OPM: Rising Margin Hopes Will Eventually Clash With Execution Risks

Analysts have raised their price target on OPmobility to EUR 17.00 from EUR 16.30. They cite a higher fair value estimate and slightly improved long term profit margin expectations, despite a modestly higher discount rate and a softer revenue growth outlook.
ナラティブの更新 Dec 03

OPM: Future Performance Will Hinge On Earnings Delivery And Leadership Transition

Analysts have nudged their price target for OPmobility higher to EUR 17 from EUR 16.30, reflecting slightly adjusted assumptions on fair value, discount rate, and future earnings multiples. Analyst Commentary Recent research updates highlight a modestly more constructive stance on OPmobility, with bullish analysts pointing to incremental upside in both earnings power and valuation as near term execution risks appear more contained.
ナラティブの更新 Nov 19

OPM: Future Performance Will Depend On Earnings Trajectory And Market Dynamics

Narrative Update on OPmobility Price Target Analysts have increased their price target for OPmobility from €16.30 to €17.00. This change reflects a positive outlook supported by updated fair value estimates and sustained buy recommendations in recent research.
分析記事 Nov 14

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Nov 05

OPM: Future Margins And Measured Risks Will Define Financial Performance

OPmobility's analyst price target has increased from €16.30 to €17.00. This reflects analysts’ view of incremental improvements in fair value and profit margin projections.
ナラティブの更新 Oct 22

Analysts Raise OPmobility Price Target Citing Stable Margins and Improved Risk Outlook

Analysts have increased their price target for OPmobility from €16.30 to €17. The revised outlook is driven by stable profit margins and updated discount rate assumptions.
ナラティブの更新 Oct 08

Asian And European Trends Will Moderate Overvaluation And Create Opportunity

Analysts have raised their price target for OPmobility, increasing it from EUR 16.30 to EUR 17. They cite moderate improvements in profit margin and future earnings expectations as key drivers for the update.
分析記事 Aug 15

These 4 Measures Indicate That OPmobility (EPA:OPM) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Jul 22

Take Care Before Diving Into The Deep End On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 10.3x might make it look like a buy right now...
分析記事 Jun 29

OPmobility (EPA:OPM) Ticks All The Boxes When It Comes To Earnings Growth

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 May 15

Why OPmobility SE (EPA:OPM) Could Be Worth Watching

OPmobility SE ( EPA:OPM ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
分析記事 Apr 17

Shareholders Will Probably Hold Off On Increasing OPmobility SE's (EPA:OPM) CEO Compensation For The Time Being

Key Insights OPmobility to hold its Annual General Meeting on 24th of April Total pay for CEO Laurent Favre includes...
分析記事 Apr 12

Fewer Investors Than Expected Jumping On OPmobility SE (EPA:OPM)

OPmobility SE's ( EPA:OPM ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a buy right now compared...
分析記事 Mar 20

OPmobility (EPA:OPM) Is Due To Pay A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. The dividend yield...
分析記事 Feb 28

We Think OPmobility's (EPA:OPM) Solid Earnings Are Understated

Shareholders appeared to be happy with OPmobility SE's ( EPA:OPM ) solid earnings report last week. This reaction by...
User avatar
新しいナラティブ Feb 23

Achieving Carbon Neutrality By 2025 Will Increase Energy Efficiency

The consolidation of business groups and focus on efficiency measures are expected to enhance operating and net margins by reducing costs.
分析記事 Feb 23

OPmobility (EPA:OPM) Has Announced A Dividend Of €0.36

OPmobility SE's ( EPA:OPM ) investors are due to receive a payment of €0.36 per share on 2nd of May. Despite the cut...
分析記事 Dec 10

Does OPmobility (EPA:OPM) Have A Healthy Balance Sheet?

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 29

Is It Time To Consider Buying OPmobility SE (EPA:OPM)?

OPmobility SE ( EPA:OPM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Sep 17

OPmobility SE's (EPA:OPM) Subdued P/E Might Signal An Opportunity

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
分析記事 Aug 24

OPmobility (EPA:OPM) Has A Somewhat Strained Balance Sheet

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 26

OPmobility SE (EPA:OPM) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

Shareholders of OPmobility SE ( EPA:OPM ) will be pleased this week, given that the stock price is up 11% to €10.33...
分析記事 May 22

Investors Continue Waiting On Sidelines For OPmobility (EPA:POM)

With a price-to-earnings (or "P/E") ratio of 9.9x OPmobility ( EPA:POM ) may be sending bullish signals at the moment...
分析記事 Mar 31

At €12.08, Is It Time To Put Compagnie Plastic Omnium SE (EPA:POM) On Your Watch List?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it saw a double-digit share price rise of...
分析記事 Mar 16

Compagnie Plastic Omnium (EPA:POM) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jan 04

Compagnie Plastic Omnium SE (EPA:POM) Screens Well But There Might Be A Catch

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
分析記事 Dec 09

Is It Time To Consider Buying Compagnie Plastic Omnium SE (EPA:POM)?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a decent...
分析記事 Oct 16

Is Compagnie Plastic Omnium SE (EPA:POM) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €21.83 Current...
分析記事 Sep 30

Here's Why We Think Compagnie Plastic Omnium (EPA:POM) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Aug 26

Is Compagnie Plastic Omnium SE (EPA:POM) Potentially Undervalued?

Compagnie Plastic Omnium SE ( EPA:POM ), is not the largest company out there, but it saw significant share price...
分析記事 Aug 07

We Think Compagnie Plastic Omnium (EPA:POM) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Jul 04

Compagnie Plastic Omnium SE's (EPA:POM) Intrinsic Value Is Potentially 39% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Compagnie Plastic Omnium fair value estimate is €22.77...
分析記事 May 17

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

Compagnie Plastic Omnium SE ( EPA:POM ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 Apr 15

Does Compagnie Plastic Omnium (EPA:POM) Have A Healthy Balance Sheet?

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 Mar 30

An Intrinsic Calculation For Compagnie Plastic Omnium SE (EPA:POM) Suggests It's 43% Undervalued

Key Insights Compagnie Plastic Omnium's estimated fair value is €28.41 based on 2 Stage Free Cash Flow to Equity...
分析記事 Jan 06

Should You Think About Buying Compagnie Plastic Omnium SE (EPA:POM) Now?

While Compagnie Plastic Omnium SE ( EPA:POM ) might not be the most widely known stock at the moment, it saw a...

株主還元

OPMFR Auto ComponentsFR 市場
7D4.2%2.1%3.4%
1Y48.5%3.2%1.9%

業界別リターン: OPM過去 1 年間で3.2 % の収益を上げたFrench Auto Components業界を上回りました。

リターン対市場: OPM過去 1 年間で1.9 % の収益を上げたFrench市場を上回りました。

価格変動

Is OPM's price volatile compared to industry and market?
OPM volatility
OPM Average Weekly Movement6.5%
Auto Components Industry Average Movement6.5%
Market Average Movement5.5%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market3.0%

安定した株価: OPM 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: OPMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
194628,258Félicie Burellewww.opmobility.com

OPmobility SEは、欧州、北米、中国、その他のアジア、南米、中東、アフリカのあらゆるモビリティ・プレーヤー向けに、インテリジェントな外装システム、カスタマイズされた複合モジュール、照明システム、エネルギー貯蔵システム、電動化ソリューションを設計・製造している。同社は3つのセグメントで事業を展開している:エクステリア・システム事業、モジュール事業、パワートレイン事業である。エクステリア・システム部門は、複雑なエクステリア・システムを開発し、ヘッドライトやシグナル照明からプロジェクション・ソリューション、インテリアや車体の照明、フロント照明やライトシグナル、照明エレクトロニクスを含む自動車用照明システムを提供している。パワートレイン部門では、様々なタイプのガソリン、ディーゼル、ハイブリッド、プラグインハイブリッドパワートレイン用のエネルギー貯蔵と排出ガス低減システムを提供し、トラック、バス、電車、建設機械などの電動モビリティ用のバッテリーシステム、エレクトロニクス、パワーエレクトロニクスコンポーネントの設計と製造を行っている。また、高圧燃料タンク、燃料電池スタック、統合システムなどの水素ソリューションの設計・製造も行っている。モジュール事業では、モジュールの設計、開発、組立を行っている。さらに、バンパー、テールゲート、スポイラー、ボディパネル、車載エネルギー貯蔵、選択触媒還元システム、燃料システム、充填パイプからなる排出ガス低減システムも提供している。さらに、フロントエンドモジュール、アクティブグリルシャッター、アクティブローロ、インテリアおよびチャージリッドモジュールを含むモジュールおよびパーソナライゼーション製品、ボディシェル、フロントおよびシグナル照明、エレクトロニクスおよびソフトウェアソリューションを含むライティングソリューションを提供している。同社は以前Compagnie Plastic Omnium SEとして知られ、2024年3月にOPmobility SEに社名を変更した。同社は1946年に設立され、フランスのルヴァロワ・ペレに本社を置いている。OPmobility SEはBurelle SAの子会社である。

OPmobility SE 基礎のまとめ

OPmobility の収益と売上を時価総額と比較するとどうか。
OPM 基礎統計学
時価総額€2.23b
収益(TTM)€185.00m
売上高(TTM)€10.22b
12.2x
PER(株価収益率
0.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
OPM 損益計算書(TTM)
収益€10.22b
売上原価€9.05b
売上総利益€1.17b
その他の費用€986.00m
収益€185.00m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 22, 2026

一株当たり利益(EPS)1.30
グロス・マージン11.46%
純利益率1.81%
有利子負債/自己資本比率89.9%

OPM の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

3.1%
現在の配当利回り
38%
配当性向

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2026/05/26 19:07
終値2026/05/26 00:00
収益2025/12/31
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

OPmobility SE 9 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。16

アナリスト機関
Harry MartinBernstein
Steve Pereira FernandesBernstein
Stephen ReitmanBernstein