Renault SA

ENXTPA:RNO 株式レポート

時価総額：€7.6b

Renault 将来の成長

Future 基準チェック /36

Renault利益と収益がそれぞれ年間96.7%と2.5%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8.6% 94.6%なると予測されています。

主要情報

96.7%

収益成長率

94.63%

EPS成長率

Auto 収益成長23.9%
収益成長率2.5%
将来の株主資本利益率8.58%
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 • Aug 04

Renault SA (EPA:RNO) Just Reported, And Analysts Assigned A €49.22 Price Target

Renault SA ( EPA:RNO ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €32.19 in...

Recent updates

ナラティブの更新 • May 18

RNO: Cautious Reset As Execution Risks And Chip Uncertainty Will Shape Outlook

Analysts have trimmed their price targets on Renault by €4, citing a less favorable view reflected in a slightly higher discount rate and modestly weaker revenue growth expectations, while projected profit margins and future P/E assumptions remain relatively stable. Analyst Commentary Recent research updates point to a more cautious tone around Renault, with price targets trimmed and at least one downgrade reflecting growing concern about how current expectations line up with execution and growth risks.
ナラティブの更新 • May 02

RNO: Reset Expectations And Chip Supply Risks Will Shape Near Term Outlook

Analysts have trimmed their Renault price target by €4, reflecting updated assumptions around slower revenue growth, higher profit margins and a lower future P/E multiple following recent research commentary. Analyst Commentary Recent Street research has turned more cautious on Renault, with a reduced price target and a downgrade signalling rising concern around the near term risk and reward trade off.
ナラティブの更新 • Apr 17

RNO: 2026 Earnings Visibility Will Offset EV Venture Shifts And Chip Supply Risks

Analysts have trimmed their fair value estimate for Renault from about €40.29 to €40.04, citing recent price target cuts and downgrades from major banks. These moves reflect more cautious assumptions, even as revenue growth, profit margin and future P/E inputs remain broadly consistent.
ナラティブの更新 • Apr 03

RNO: Predictable 2026 Earnings Visibility Will Reward EV Alliances Despite Sector Headwinds

Analysts have reduced their price targets on Renault by around €1 to €4, citing updated views on the sector outlook. The revised targets also reflect model changes that include slightly higher revenue growth and profit margin assumptions, along with a lower future P/E multiple.
ナラティブの更新 • Mar 20

RNO: Cautious Margin Outlook And Chip Risks Will Shape Near Term Prospects

Renault's analyst fair value estimate has been revised from €38.00 to €28.00, as analysts factor in lower profit margin assumptions, a higher future P/E of 7.47, and recent Street downgrades and target cuts from firms including Morgan Stanley, Berenberg, Citi, and HSBC. Analyst Commentary Recent research points to a more cautious tone around Renault, with several Bearish analysts revisiting their assumptions on margins, execution risk, and the level of valuation support investors may be willing to assign to the shares.
ナラティブの更新 • Mar 06

RNO: EV Alliances And 2026 Earnings Visibility Will Drive Future Repricing

Analysts have lowered their fair value estimate for Renault by about €0.90 to roughly €57.92. This reflects updated assumptions on revenue growth, profit margins and a slightly higher future P/E following a series of recent downgrades and price target cuts across the Street.
ナラティブの更新 • Feb 20

RNO: Negative Stub Pricing Will Reward EV Alliances Despite Sector Headwinds

Analysts have trimmed their price targets for Renault to reflect a fair value move from about €45.68 to €41.71, citing more cautious assumptions on revenue growth and profit margins, even as they continue to use a higher future P/E multiple and factor in recent downgrades and target cuts across the sector. Analyst Commentary Recent research on Renault presents a mixed picture, with some firms trimming targets or ratings while others see value at current levels.
ナラティブの更新 • Feb 06

RNO: Negative Stub Pricing And EV Alliances Will Drive Future Repricing

Analysts have trimmed their Renault price targets by a few euros, reflecting slightly lower fair value estimates along with more cautious assumptions on revenue growth, profit margins and future P/E after a series of recent downgrades and target cuts from major banks. Analyst Commentary Recent research on Renault has mixed tones, but there are still some clear points that more supportive analysts highlight when they look past the headline downgrades and target cuts.
ナラティブの更新 • Jan 23

RNO: Negative Stub Pricing And EV Alliances Will Support Future Upside

Analysts have trimmed their fair value estimate for Renault from about €61.76 to €58.94. This reflects recent price target cuts and more cautious views on profit margins, while growth and P/E assumptions remain largely unchanged.
ナラティブの更新 • Jan 09

RNO: EV Partnerships And Negative Stub Pricing Will Support Future Upside Potential

Analysts have trimmed their price expectations for Renault to €36 per share, reflecting updated views on slower revenue growth, tighter profit margins and a higher future P/E multiple in a tougher European auto market. Analyst Commentary Recent research on Renault highlights a mixed setup, but there are a few clear bright spots that more optimistic investors are watching closely.
分析記事 • Jan 04

Renault (EPA:RNO) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブの更新 • Dec 25

RNO: Restructuring And EV Partnerships Will Support Cash Generation And Margin Expansion

Analysts have nudged their fair value estimate for Renault up by about EUR 1 per share, reflecting slightly stronger long term revenue growth and margin expectations, even as they remain cautious on the sector outlook. Analyst Commentary Recent coverage underscores a cautiously constructive view on Renault, with fair value support anchored by a balance of structural challenges and underappreciated assets.
ナラティブの更新 • Dec 11

RNO: Negative Stub Pricing Will Reward Execution Amid EV Transition Costs

Analysts have modestly lowered their price target on Renault to EUR 36, trimming fair value from about EUR 46.00 to roughly EUR 45.68. They cite a balance between slightly improved growth expectations and pressures from Chinese competition, electric vehicle transition costs, and regulatory headwinds in Europe.
ナラティブの更新 • Nov 26

RNO: Negative Stub Valuation Will Unlock Value Amid Industry Uncertainty

Renault's analyst price target has been revised downward from €46.78 to €46.00, reflecting cautious sentiment among analysts in light of heightened industry headwinds and shifting fundamental forecasts. Analyst Commentary Analyst perspectives on Renault present a mix of optimism and caution, reflecting the complex dynamics facing European auto manufacturers.
ナラティブの更新 • Sep 18

Brand Realignment And New Models Will Capture EV Market Share

Despite a notable upgrade in consensus revenue growth forecasts for Renault, the analyst price target saw a marginal decline to €46.78, indicating only a slight cooling in fair value expectations. What's in the News Renault acquired Nissan's remaining 51% stake in their joint Chennai plant, becoming sole owner and fully consolidating RNAIPL; this supports an expanded India strategy including a new design center and five upcoming vehicle launches.
分析記事 • Sep 05

Is There An Opportunity With Renault SA's (EPA:RNO) 29% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Renault fair value estimate is €46.51 Renault is estimated to...
ナラティブの更新 • Sep 03

Brand Realignment And New Models Will Capture EV Market Share

With Renault’s revenue growth and net profit margin forecasts both essentially stable, the consensus analyst price target was only marginally reduced from €47.94 to €47.33. What's in the News Renault acquired Nissan's remaining 51% stake in the RNAIPL plant in Chennai, making the plant a wholly owned subsidiary, and expands its product offering and export plans in India.
分析記事 • Aug 19

Is There Now An Opportunity In Renault SA (EPA:RNO)?

ENXTPA:RNO 1 Year Share Price vs Fair Value Explore Renault's Fair Values from the Community and select yours Let's...
分析記事 • Aug 04

Renault SA (EPA:RNO) Just Reported, And Analysts Assigned A €49.22 Price Target

Renault SA ( EPA:RNO ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €32.19 in...
分析記事 • Jul 06

Renault (EPA:RNO) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
分析記事 • Jun 18

Here's Why Renault (EPA:RNO) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
新しいナラティブ • Mar 27

Anticipated 9.44x Future PE Boosts Renault's Market Appeal

Renault is the one major European car producer without significant exports to or activities in the US; the same holds true for China, at least relatively to its European peers.Usually a disadvantage,
User avatar
新しいナラティブ • Feb 23

Brand Realignment And New Models Will Capture EV Market Share

Strategic brand realignment and product innovation drive Renault's competitiveness in the EV and hybrid market, potentially boosting revenue and improving net margins.

業績と収益の成長予測

ENXTPA:RNO - 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
12/31/202862,6362,1471,5935,24115
12/31/202760,9691,8401,3264,83118
12/31/202660,1851,7811,0634,45514
12/31/202557,922-10,931-6432,339N/A
9/30/202557,418-11,3282823,165N/A
6/30/202556,914-11,7261,2063,991N/A
3/31/202556,573-5,4872,7035,576N/A
12/31/202456,2327524,1997,161N/A
9/30/202454,3591,0753,9187,093N/A
6/30/202452,4851,3983,6377,025N/A
3/31/202452,4311,7982,5185,744N/A
12/31/202352,3762,1981,3984,462N/A
9/30/202352,2322,6511,4404,362N/A
6/30/202352,0883,1031,4814,262N/A
3/31/202349,2082,5351,2273,938N/A
12/31/202246,3281,9669733,613N/A
9/30/202244,0101,6048353,523N/A
6/30/202241,6911,2416963,432N/A
3/31/202241,6758562102,921N/A
12/31/202141,659470-2772,409N/A
9/30/202143,883-309584,106N/A
6/30/202146,106-5312,1935,802N/A
3/31/202144,790-4,2691,8695,778N/A
12/31/202043,474-8,0081,5455,753N/A
9/30/202044,693-8,205-8673,486N/A
6/30/202045,912-8,403-3,2791,218N/A
3/31/202050,725-4,272-1,3513,409N/A
12/31/201955,537-1415775,599N/A
9/30/201955,5251,090N/A5,932N/A
6/30/201955,5122,320N/A6,264N/A
3/31/201956,4662,811N/A6,275N/A
12/31/201857,4193,302N/A6,285N/A
9/30/201858,3054,034N/A6,327N/A
6/30/201859,1904,765N/A6,368N/A
3/31/201858,9804,989N/A6,035N/A
12/31/201758,7705,212N/A5,702N/A
9/30/201757,1834,765N/A5,860N/A
6/30/201755,5954,317N/A6,018N/A
3/31/201753,4193,868N/A5,204N/A
12/31/201651,2433,419N/A4,389N/A
9/30/201649,7793,182N/A5,105N/A
6/30/201648,3152,945N/A5,821N/A
3/31/201646,8212,884N/A5,928N/A
12/31/201545,3272,823N/A6,035N/A
9/30/201544,3802,672N/A5,428N/A
6/30/201543,4322,520N/A4,820N/A

アナリストによる今後の成長予測

収入対貯蓄率: RNO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 ( 2.5% ) よりも高い成長率であると考えられます。

収益対市場: RNO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: RNO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: RNOの収益 ( 2.5% ) French市場 ( 5.6% ) よりも低い成長が予測されています。

高い収益成長: RNOの収益 ( 2.5% ) 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: RNO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 ( 8.6 %)。

成長企業の発掘

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2026/05/22 05:34
終値2026/05/22 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

Renault SA 18 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。38

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