View ValuationSogeclair 将来の成長Future 基準チェック /06 Sogeclairは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Aerospace & Defense 収益成長9.1%収益成長率3.5%将来の株主資本利益率12.20%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報Price Target Changed • May 23Price target increased by 7.7% to €38.30Up from €35.55, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €36.70. Stock is up 63% over the past year. The company posted earnings per share of €1.87 last year.Price Target Changed • Jan 30Price target increased by 7.7% to €35.55Up from €33.00, the current price target is an average from 2 analysts. New target price is 23% above last closing price of €29.00. Stock is up 54% over the past year. The company is forecast to post earnings per share of €2.00 for next year compared to €1.45 last year.Major Estimate Revision • Mar 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €1.75 to €1.95. Revenue forecast unchanged at €165.9m. Net income forecast to grow 35% next year vs 35% growth forecast for Aerospace & Defense industry in France. Consensus price target up from €25.40 to €30.25. Share price was steady at €22.60 over the past week.Price Target Changed • Oct 17Price target decreased by 14% to €25.40Down from €29.50, the current price target is an average from 2 analysts. New target price is 45% above last closing price of €17.50. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.Price Target Changed • Sep 06Price target decreased by 7.3% to €28.00Down from €30.20, the current price target is an average from 2 analysts. New target price is 37% above last closing price of €20.50. Stock is up 8.2% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.Major Estimate Revision • Sep 06Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €2.05 to €1.73. Revenue forecast unchanged from €158.4m at last update. Net income forecast to grow 71% next year vs 60% growth forecast for Aerospace & Defense industry in France. Consensus price target down from €30.20 to €28.00. Share price fell 9.7% to €20.50 over the past week.すべての更新を表示Recent updatesPrice Target Changed • May 23Price target increased by 7.7% to €38.30Up from €35.55, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €36.70. Stock is up 63% over the past year. The company posted earnings per share of €1.87 last year.Upcoming Dividend • May 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of French dividend payers (5.5%). Higher than average of industry peers (1.5%).New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €34.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Aerospace & Defense industry in France. Total returns to shareholders of 102% over the past three years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €37.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 24x in the Aerospace & Defense industry in France. Total returns to shareholders of 118% over the past three years.Declared Dividend • Apr 06Dividend increased to €1.00Dividend of €1.00 is 4.2% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €37.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 25x in the Aerospace & Defense industry in France. Total returns to shareholders of 111% over the past three years.お知らせ • Mar 14Sogeclair SA, Annual General Meeting, May 12, 2026Sogeclair SA, Annual General Meeting, May 12, 2026.Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €166.1m (up 5.8% from FY 2024). Net income: €5.71m (up 29% from FY 2024). Profit margin: 3.4% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Aerospace & Defense industry in France.お知らせ • Mar 12Sogeclair Sa Proposes Dividend for the Year Ended December 31, 2026On March 10, 2026, the Board of Directors of Sogeclair SA decided to propose a dividend of €1.00 per share, an increase of 4.2% for the year ended December 31, 2026, to the Annual General Meeting of May 12, 2026.新しいナラティブ • Feb 16Sogeclair's Outlook Will See a 18x Future PE in Five YearsSogeclair est un acteur de l'ingénierie de haute technologie (aéronautique, spatial, transport). C'est un dossier typique de "Small Cap" industrielle.Price Target Changed • Jan 30Price target increased by 7.7% to €35.55Up from €33.00, the current price target is an average from 2 analysts. New target price is 23% above last closing price of €29.00. Stock is up 54% over the past year. The company is forecast to post earnings per share of €2.00 for next year compared to €1.45 last year.お知らせ • Jan 28Sogeclair SA to Report Fiscal Year 2025 Results on Mar 11, 2026Sogeclair SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026お知らせ • Oct 29Sogeclair SA to Report Q4, 2025 Results on Jan 28, 2026Sogeclair SA announced that they will report Q4, 2025 results After-Market on Jan 28, 2026分析記事 • Sep 19Shareholders Will Be Pleased With The Quality of Sogeclair's (EPA:ALSOG) EarningsSogeclair SA ( EPA:ALSOG ) recently posted some strong earnings, and the market responded positively. We have done some...Reported Earnings • Sep 15First half 2025 earnings releasedFirst half 2025 results: Revenue: €80.6m (up 1.9% from 1H 2024). Net loss: €284.0k (loss narrowed 68% from 1H 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Aerospace & Defense industry in France.分析記事 • Sep 02Is It Too Late To Consider Buying Sogeclair SA (EPA:ALSOG)?Sogeclair SA ( EPA:ALSOG ), is not the largest company out there, but it received a lot of attention from a substantial...Upcoming Dividend • May 12Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (1.5%).お知らせ • Apr 09Sogeclair SA, Annual General Meeting, May 15, 2025Sogeclair SA, Annual General Meeting, May 15, 2025. Location: zone aeroportuaire, 7 avenue albert durand, blagnac FranceValuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €19.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Aerospace & Defense industry in France. Total returns to shareholders of 1.4% over the past three years.分析記事 • Mar 30Sogeclair (EPA:ALSOG) Has Announced That It Will Be Increasing Its Dividend To €0.96The board of Sogeclair SA ( EPA:ALSOG ) has announced that the dividend on 21st of May will be increased to €0.96...Declared Dividend • Mar 30Dividend increased to €0.96Dividend of €0.96 is 2.1% higher than last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio). However, it is well covered by cash flows (19% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.分析記事 • Mar 20Shareholders Will Be Pleased With The Quality of Sogeclair's (EPA:ALSOG) EarningsSogeclair SA ( EPA:ALSOG ) just reported healthy earnings but the stock price didn't move much. Investors are probably...Major Estimate Revision • Mar 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €1.75 to €1.95. Revenue forecast unchanged at €165.9m. Net income forecast to grow 35% next year vs 35% growth forecast for Aerospace & Defense industry in France. Consensus price target up from €25.40 to €30.25. Share price was steady at €22.60 over the past week.分析記事 • Mar 14Market Might Still Lack Some Conviction On Sogeclair SA (EPA:ALSOG) Even After 27% Share Price BoostSogeclair SA ( EPA:ALSOG ) shareholders have had their patience rewarded with a 27% share price jump in the last month...Reported Earnings • Mar 13Full year 2024 earnings releasedFull year 2024 results: Revenue: €164.5m (up 11% from FY 2023). Net income: €4.43m (up 43% from FY 2023). Profit margin: 2.7% (up from 2.1% in FY 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Aerospace & Defense industry in France.New Risk • Mar 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (101% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (€70.5m market cap, or US$76.5m).お知らせ • Mar 13Sogeclair SA Proposes DividendOn March 10, 2025, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.96 per share, an increase of 2.1%, to the Annual General Meeting of May 15th, 2024.分析記事 • Mar 05Is Now The Time To Put Sogeclair (EPA:ALSOG) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €23.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 23x in the Aerospace & Defense industry in France. Total returns to shareholders of 37% over the past three years.お知らせ • Jan 30Sogeclair SA to Report Fiscal Year 2024 Results on Mar 12, 2025Sogeclair SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025お知らせ • Dec 21Sogeclair SA Announces Board ChangesSogeclair SA announced the company’s board of directors has decided to make the following changes, effective on January 6, 2025: Alexandre ROBARDEY is appointed chairman of the board of directors. Alexandre ROBARDEY, a lawyer and asset manager, is a graduate of the IFA and joined the Board of Directors in 2020. His appointment makes him the third generation of the Robardey family (65% shareholder in the Group) to hold the position of Chairman of the Board. Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee.お知らせ • Dec 20Sogeclair SA Announces CEO ChangesSogeclair SA announced the appointment of Philippe BREL as Chief Executive Officer of the Group, effective 6 January 2025 He succeeds Olivier Pedron. Philippe BREL, training engineer, has extensive experience in the aerospace and defense sectors, both in France and the United States. His career as Industrial Director, Director of Business Units for major groups and Chairman of the Management Board of a listed ETI will enable the Group to support customers and teams in achieving operational excellence. His background in a family-run business, and the good financial results to his credit, are all assets that will enable Sogeclair to achieve the objectives set out in the Sogeclair 2030 plan (turnover: 250M€, EBITDA: 12%, Free-cash Flow: 5%). Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee. Philippe BREL's background is rich in engineering training, operational management of design offices and production units, and general management of subsidiaries of major groups, SMEs and a family-owned ETI.Price Target Changed • Oct 17Price target decreased by 14% to €25.40Down from €29.50, the current price target is an average from 2 analysts. New target price is 45% above last closing price of €17.50. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.Reported Earnings • Sep 29First half 2024 earnings released: €0.29 loss per share (vs €0.21 loss in 1H 2023)First half 2024 results: €0.29 loss per share (further deteriorated from €0.21 loss in 1H 2023). Revenue: €79.1m (up 9.0% from 1H 2023). Net loss: €889.0k (loss widened 39% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Aerospace & Defense industry in France. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.New Risk • Sep 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Market cap is less than US$100m (€58.1m market cap, or US$64.7m).Price Target Changed • Sep 06Price target decreased by 7.3% to €28.00Down from €30.20, the current price target is an average from 2 analysts. New target price is 37% above last closing price of €20.50. Stock is up 8.2% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.Major Estimate Revision • Sep 06Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €2.05 to €1.73. Revenue forecast unchanged from €158.4m at last update. Net income forecast to grow 71% next year vs 60% growth forecast for Aerospace & Defense industry in France. Consensus price target down from €30.20 to €28.00. Share price fell 9.7% to €20.50 over the past week.分析記事 • Jul 16Sogeclair SA's (EPA:ALSOG) 31% Jump Shows Its Popularity With InvestorsSogeclair SA ( EPA:ALSOG ) shareholders would be excited to see that the share price has had a great month, posting a...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €24.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the Aerospace & Defense industry in France. Total returns to shareholders of 47% over the past three years.分析記事 • Jul 11If EPS Growth Is Important To You, Sogeclair (EPA:ALSOG) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €18.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Aerospace & Defense industry in France. Total loss to shareholders of 5.5% over the past three years.Upcoming Dividend • May 10Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (1.2%).分析記事 • Apr 26Sogeclair (EPA:ALSOG) Will Pay A Larger Dividend Than Last Year At €0.94Sogeclair SA ( EPA:ALSOG ) will increase its dividend from last year's comparable payment on the 20th of May to €0.94...分析記事 • Apr 11Sogeclair (EPA:ALSOG) Will Pay A Larger Dividend Than Last Year At €0.94Sogeclair SA ( EPA:ALSOG ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Apr 10Dividend increased to €0.94Dividend of €0.94 is 4.4% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is covered by cash flows (73% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Price Target Changed • Mar 29Price target increased by 8.6% to €30.20Up from €27.80, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €21.90. Stock is up 14% over the past year.Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €148.0m (up 9.7% from FY 2022). Net income: €3.10m (up 57% from FY 2022). Profit margin: 2.1% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Aerospace & Defense industry in France.お知らせ • Mar 14+ 1 more updateSogeclair SA Proposes Dividend for the Year Ended December 31, 2023On March 07, 2024, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.94 per share for the year ended December 31, 2023, an increase of 4.4%, to the Annual General Meeting of May 14, 2024.お知らせ • Jan 19+ 1 more updateSogeclair SA to Report First Half, 2024 Results on Sep 04, 2024Sogeclair SA announced that they will report first half, 2024 results on Sep 04, 2024Reported Earnings • Oct 05First half 2023 earnings released: €0.21 loss per share (vs €0.30 loss in 1H 2022)First half 2023 results: €0.21 loss per share (improved from €0.30 loss in 1H 2022). Revenue: €72.6m (up 7.4% from 1H 2022). Net loss: €640.0k (loss narrowed 30% from 1H 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Aerospace & Defense industry in France. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 30Is It Too Late To Consider Buying Sogeclair SA (EPA:ALSOG)?While Sogeclair SA ( EPA:ALSOG ) might not be the most widely known stock at the moment, it received a lot of attention...Price Target Changed • Sep 06Price target increased by 9.6% to €28.60Up from €26.10, the current price target is an average from 2 analysts. New target price is 53% above last closing price of €18.75. Stock is down 14% over the past year. The company is forecast to post earnings per share of €1.18 for next year compared to €0.65 last year.分析記事 • May 13Sogeclair (EPA:SOG) Is Due To Pay A Dividend Of €0.90Sogeclair SA ( EPA:SOG ) has announced that it will pay a dividend of €0.90 per share on the 17th of May. This makes...お知らせ • May 12Sogeclair Appoints Olivier Pedron as Managing DirectorSOGECLAIR announced that the General Assembly of May 11, 2023 has approved the appointment of Olivier Pedron to the position of Managing Director of SOGECLAIR. Philippe Robardey remains Chairman of the Board of Directors. Olivier Pedron has a solid experience combining strategic vision and operational know-how. Olivier Pedron, 46, graduated from the Ecole Spéciale Militaire de Saint-Cyr with a major in international relations, holds a Master's degree in strategy from the University of Paris Sorbonne and an MBA from the Instituto de Empresa in Madrid. He began his career as an officer and helicopter pilot in the French Army. He joined Rockwell Collins in 2011 where he held various positions in the strategic and commercial departments. In 2019, he became President and Managing Director of Rockwell Collins France, as well as of L'Hotellier in 2020. During his career, Olivier Pedron has led ambitious development projects, in France and internationally, while deploying profitable growth mechanisms. Philippe Robardey's mandate as Managing Director, which he had held since 23 May 2003, came to an end at the end of the SOGECLAIR General Meeting. Since 1984, within the family business, he has led large-scale structuring projects such as the listing on the Paris Stock Exchange in 1998 or the development of the company internationally (from 0 to 50% of the turnover) via establishments in Europe, North Africa, North America and Asia-Pacific. He has also been willing to join forces with partners in French industry such as Dassault Systèmes, UTAC, Renault Group, Mecachrome and Addup (joint venture between Fives and Michelin). Under his leadership, SOGECLAIR has been able to adapt to economic, commercial, societal and environmental challenges while remaining faithful to the values of the Group and its founding family.Price Target Changed • May 10Price target increased by 7.4% to €26.10Up from €24.30, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €19.45. Stock is down 14% over the past year. The company is forecast to post earnings per share of €1.17 for next year compared to €0.65 last year.Upcoming Dividend • May 08Upcoming dividend of €0.90 per share at 4.6% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (1.4%).分析記事 • Apr 02Sogeclair (EPA:SOG) Will Pay A Dividend Of €0.90Sogeclair SA's ( EPA:SOG ) investors are due to receive a payment of €0.90 per share on 17th of May. This makes the...Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: €144.0m (up 19% from FY 2021). Net income: €1.98m (down 25% from FY 2021). Profit margin: 1.4% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in France.Price Target Changed • Mar 16Price target increased by 9.8% to €25.85Up from €23.55, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €19.35. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.86 last year.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.60, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Aerospace & Defense industry in France. Total loss to shareholders of 24% over the past three years.お知らせ • Nov 26+ 1 more updateSogeclair SA to Report First Half, 2023 Results on Sep 06, 2023Sogeclair SA announced that they will report first half, 2023 results on Sep 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.56 to €0.48 per share. Revenue forecast steady at €134.6m. Net income forecast to shrink 18% next year vs 1.9% growth forecast for Aerospace & Defense industry in France . Consensus price target down from €25.25 to €23.55. Share price rose 5.8% to €18.20 over the past week.Price Target Changed • Nov 08Price target decreased to €23.55Down from €26.75, the current price target is an average from 2 analysts. New target price is 29% above last closing price of €18.20. Stock is down 21% over the past year. The company is forecast to post earnings per share of €0.56 for next year compared to €0.86 last year.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €16.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Aerospace & Defense industry in France. Total loss to shareholders of 27% over the past three years.分析記事 • Sep 14Is Sogeclair SA (EPA:SOG) Potentially Undervalued?Sogeclair SA ( EPA:SOG ), might not be a large cap stock, but it received a lot of attention from a substantial price...Major Estimate Revision • Sep 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.96 to €0.56. Revenue forecast unchanged from €135.6m at last update. Net income forecast to shrink 32% next year vs 18% growth forecast for Aerospace & Defense industry in France . Consensus price target down from €26.75 to €25.25. Share price fell 9.9% to €19.20 over the past week.Price Target Changed • Sep 08Price target decreased to €25.80Down from €28.40, the current price target is an average from 2 analysts. New target price is 28% above last closing price of €20.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of €0.96 for next year compared to €0.86 last year.Upcoming Dividend • May 09Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.0%. Lower than top quartile of French dividend payers (5.0%). Higher than average of industry peers (1.3%).Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 24Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €0.86 (up from €4.84 loss in FY 2020). Revenue: €121.0m (down 1.6% from FY 2020). Net income: €2.65m (up €17.0m from FY 2020). Profit margin: 2.2% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.7%, compared to a 11% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Mar 21Some Investors May Be Worried About Sogeclair's (EPA:SOG) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Price Target Changed • Nov 09Price target decreased to €27.00Down from €29.50, the current price target is an average from 2 analysts. New target price is 17% above last closing price of €23.10. Stock is up 136% over the past year. The company is forecast to post earnings per share of €0.47 next year compared to a net loss per share of €4.84 last year.Reported Earnings • Sep 17First half 2021 earnings released: €0.49 loss per share (vs €5.40 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: €59.1m (down 14% from 1H 2020). Net loss: €1.49m (loss narrowed 91% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Price Target Changed • Sep 13Price target increased to €29.50Up from €26.75, the current price target is an average from 2 analysts. New target price is 28% above last closing price of €23.10. Stock is up 94% over the past year.分析記事 • Jul 27Sogeclair SA (EPA:SOG) Shares Could Be 34% Above Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Sogeclair SA ( EPA:SOG ) by taking the expected future...Upcoming Dividend • May 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 May 2021. Payment date: 10 June 2021. Trailing yield: 4.7%. Within top quartile of French dividend payers (3.9%). Higher than average of industry peers (0.8%).分析記事 • Apr 12Sogeclair (EPA:SOG) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €123.1m (down 34% from FY 2019). Net loss: €14.3m (down 389% from profit in FY 2019).お知らせ • Mar 18Sogeclair Proposes DividendSogeclair announced that the Board of Directors decided on March 11, 2021 to proposed to the General Meeting of Shareholders to be held on May 12, 2021, a dividend maintained at €0.90 per share with the option of payment in shares (with a discount of 10%).Price Target Changed • Mar 18Price target increased to €25.75Up from €23.05, the current price target is an average from 2 analysts. New target price is 41% above last closing price of €18.25. Stock is up 3.7% over the past year.お知らせ • Mar 18Sogeclair SA, Annual General Meeting, May 12, 2021Sogeclair SA, Annual General Meeting, May 12, 2021. Agenda: To consider and approve a dividend maintained at €0.90 per share with the option of payment in shares.分析記事 • Mar 17How Much Did Sogeclair's(EPA:SOG) Shareholders Earn From Share Price Movements Over The Last Three Years?If you love investing in stocks you're bound to buy some losers. But the last three years have been particularly tough...Is New 90 Day High Low • Mar 05New 90-day low: €17.30The company is down 16% from its price of €20.50 on 04 December 2020. The French market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.46 per share.分析記事 • Feb 17Is There Now An Opportunity In Sogeclair SA (EPA:SOG)?Sogeclair SA ( EPA:SOG ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large price...お知らせ • Feb 04+ 1 more updateSogeclair SA to Report First Half, 2021 Results on Sep 08, 2021Sogeclair SA announced that they will report first half, 2021 results on Sep 08, 2021分析記事 • Jan 27Is Sogeclair SA's (EPA:SOG) 4.8% Dividend Worth Your Time?Could Sogeclair SA ( EPA:SOG ) be an attractive dividend share to own for the long haul? Investors are often drawn to...分析記事 • Jan 06Will Sogeclair (EPA:SOG) Multiply In Value Going Forward?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Is New 90 Day High Low • Dec 31New 90-day high: €21.20The company is up 114% from its price of €9.90 on 02 October 2020. The French market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.97 per share.分析記事 • Dec 16How Much Did Sogeclair's(EPA:SOG) Shareholders Earn From Share Price Movements Over The Last Three Years?Sogeclair SA ( EPA:SOG ) shareholders will doubtless be very grateful to see the share price up 69% in the last...Price Target Changed • Dec 05Price target raised to €17.50Up from €14.50, the current price target is an average from 2 analysts. The new target price is 15% below the current share price of €20.50. As of last close, the stock is down 29% over the past year.お知らせ • Dec 03Sogeclair SA to Report Q4, 2020 Results on Feb 03, 2021Sogeclair SA announced that they will report Q4, 2020 results at 5:00 PM, Romance Standard Time on Feb 03, 2021Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 23% share price gain to €17.15, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 24x in the Aerospace & Defense industry in France. Total return to shareholders over the past three years is a loss of 60%.分析記事 • Nov 26Are Sogeclair SA (EPA:SOG) Investors Paying Above The Intrinsic Value?Does the November share price for Sogeclair SA (EPA:SOG) reflect what it's really worth? Today, we will estimate the...Is New 90 Day High Low • Nov 19New 90-day high: €13.80The company is up 4.0% from its price of €13.30 on 21 August 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.18 per share.業績と収益の成長予測ENXTPA:ALSOG - 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12/31/2028177N/A1618112/31/2027169N/A1517112/31/2026161N/A911112/31/202516061719N/A9/30/202515951819N/A6/30/202515851920N/A3/31/202515851719N/A12/31/202415741517N/A9/30/202415641012N/A6/30/2024155357N/A3/31/2024151346N/A12/31/2023148346N/A9/30/2023144312N/A6/30/20231402-2-2N/A3/31/20231372-2-1N/A12/31/20221352-20N/A9/30/20221323-4-3N/A6/30/20221303-50N/A3/31/20221253-41N/A12/31/20211213-2-1N/A9/30/2021117159N/A6/30/202111301316N/A3/31/2021118-71721N/A12/31/2020123-142226N/A9/30/2020143-121922N/A6/30/2020163-101619N/A3/31/2020174-31014N/A12/31/2019185559N/A9/30/20191805N/A6N/A6/30/20191745N/A4N/A3/31/20191676N/A2N/A12/31/20181596N/A0N/A9/30/20181546N/A2N/A6/30/20181495N/A4N/A3/31/20181485N/A6N/A12/31/20171476N/A8N/A9/30/20171456N/A9N/A6/30/20171436N/A10N/A3/31/20171406N/A9N/A12/31/20161376N/A8N/A9/30/20161345N/A4N/A6/30/20161314N/A1N/A3/31/20161293N/A0N/A12/31/20151282N/A-1N/A9/30/20151262N/A2N/A6/30/20151253N/A4N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ALSOGの予測収益成長が 貯蓄率 ( 2.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: ALSOGの収益がFrench市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: ALSOGの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: ALSOGの収益 ( 3.5% ) French市場 ( 5.7% ) よりも低い成長が予測されています。高い収益成長: ALSOGの収益 ( 3.5% ) 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: ALSOG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 ( 12.2 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/28 18:13終値2026/05/28 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Sogeclair SA 1 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。5 アナリスト機関Kim-Anh BassotCIC Market Solutions (ESN)Emmanuel ParotGilbert DupontClement VignardGilbert Dupont2 その他のアナリストを表示
Price Target Changed • May 23Price target increased by 7.7% to €38.30Up from €35.55, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €36.70. Stock is up 63% over the past year. The company posted earnings per share of €1.87 last year.
Price Target Changed • Jan 30Price target increased by 7.7% to €35.55Up from €33.00, the current price target is an average from 2 analysts. New target price is 23% above last closing price of €29.00. Stock is up 54% over the past year. The company is forecast to post earnings per share of €2.00 for next year compared to €1.45 last year.
Major Estimate Revision • Mar 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €1.75 to €1.95. Revenue forecast unchanged at €165.9m. Net income forecast to grow 35% next year vs 35% growth forecast for Aerospace & Defense industry in France. Consensus price target up from €25.40 to €30.25. Share price was steady at €22.60 over the past week.
Price Target Changed • Oct 17Price target decreased by 14% to €25.40Down from €29.50, the current price target is an average from 2 analysts. New target price is 45% above last closing price of €17.50. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.
Price Target Changed • Sep 06Price target decreased by 7.3% to €28.00Down from €30.20, the current price target is an average from 2 analysts. New target price is 37% above last closing price of €20.50. Stock is up 8.2% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.
Major Estimate Revision • Sep 06Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €2.05 to €1.73. Revenue forecast unchanged from €158.4m at last update. Net income forecast to grow 71% next year vs 60% growth forecast for Aerospace & Defense industry in France. Consensus price target down from €30.20 to €28.00. Share price fell 9.7% to €20.50 over the past week.
Price Target Changed • May 23Price target increased by 7.7% to €38.30Up from €35.55, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €36.70. Stock is up 63% over the past year. The company posted earnings per share of €1.87 last year.
Upcoming Dividend • May 11Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of French dividend payers (5.5%). Higher than average of industry peers (1.5%).
New Risk • May 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €34.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 24x in the Aerospace & Defense industry in France. Total returns to shareholders of 102% over the past three years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €37.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 24x in the Aerospace & Defense industry in France. Total returns to shareholders of 118% over the past three years.
Declared Dividend • Apr 06Dividend increased to €1.00Dividend of €1.00 is 4.2% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend.
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €37.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 25x in the Aerospace & Defense industry in France. Total returns to shareholders of 111% over the past three years.
お知らせ • Mar 14Sogeclair SA, Annual General Meeting, May 12, 2026Sogeclair SA, Annual General Meeting, May 12, 2026.
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: €166.1m (up 5.8% from FY 2024). Net income: €5.71m (up 29% from FY 2024). Profit margin: 3.4% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Aerospace & Defense industry in France.
お知らせ • Mar 12Sogeclair Sa Proposes Dividend for the Year Ended December 31, 2026On March 10, 2026, the Board of Directors of Sogeclair SA decided to propose a dividend of €1.00 per share, an increase of 4.2% for the year ended December 31, 2026, to the Annual General Meeting of May 12, 2026.
新しいナラティブ • Feb 16Sogeclair's Outlook Will See a 18x Future PE in Five YearsSogeclair est un acteur de l'ingénierie de haute technologie (aéronautique, spatial, transport). C'est un dossier typique de "Small Cap" industrielle.
Price Target Changed • Jan 30Price target increased by 7.7% to €35.55Up from €33.00, the current price target is an average from 2 analysts. New target price is 23% above last closing price of €29.00. Stock is up 54% over the past year. The company is forecast to post earnings per share of €2.00 for next year compared to €1.45 last year.
お知らせ • Jan 28Sogeclair SA to Report Fiscal Year 2025 Results on Mar 11, 2026Sogeclair SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
お知らせ • Oct 29Sogeclair SA to Report Q4, 2025 Results on Jan 28, 2026Sogeclair SA announced that they will report Q4, 2025 results After-Market on Jan 28, 2026
分析記事 • Sep 19Shareholders Will Be Pleased With The Quality of Sogeclair's (EPA:ALSOG) EarningsSogeclair SA ( EPA:ALSOG ) recently posted some strong earnings, and the market responded positively. We have done some...
Reported Earnings • Sep 15First half 2025 earnings releasedFirst half 2025 results: Revenue: €80.6m (up 1.9% from 1H 2024). Net loss: €284.0k (loss narrowed 68% from 1H 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Aerospace & Defense industry in France.
分析記事 • Sep 02Is It Too Late To Consider Buying Sogeclair SA (EPA:ALSOG)?Sogeclair SA ( EPA:ALSOG ), is not the largest company out there, but it received a lot of attention from a substantial...
Upcoming Dividend • May 12Upcoming dividend of €0.96 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (1.5%).
お知らせ • Apr 09Sogeclair SA, Annual General Meeting, May 15, 2025Sogeclair SA, Annual General Meeting, May 15, 2025. Location: zone aeroportuaire, 7 avenue albert durand, blagnac France
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €19.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Aerospace & Defense industry in France. Total returns to shareholders of 1.4% over the past three years.
分析記事 • Mar 30Sogeclair (EPA:ALSOG) Has Announced That It Will Be Increasing Its Dividend To €0.96The board of Sogeclair SA ( EPA:ALSOG ) has announced that the dividend on 21st of May will be increased to €0.96...
Declared Dividend • Mar 30Dividend increased to €0.96Dividend of €0.96 is 2.1% higher than last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio). However, it is well covered by cash flows (19% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
分析記事 • Mar 20Shareholders Will Be Pleased With The Quality of Sogeclair's (EPA:ALSOG) EarningsSogeclair SA ( EPA:ALSOG ) just reported healthy earnings but the stock price didn't move much. Investors are probably...
Major Estimate Revision • Mar 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €1.75 to €1.95. Revenue forecast unchanged at €165.9m. Net income forecast to grow 35% next year vs 35% growth forecast for Aerospace & Defense industry in France. Consensus price target up from €25.40 to €30.25. Share price was steady at €22.60 over the past week.
分析記事 • Mar 14Market Might Still Lack Some Conviction On Sogeclair SA (EPA:ALSOG) Even After 27% Share Price BoostSogeclair SA ( EPA:ALSOG ) shareholders have had their patience rewarded with a 27% share price jump in the last month...
Reported Earnings • Mar 13Full year 2024 earnings releasedFull year 2024 results: Revenue: €164.5m (up 11% from FY 2023). Net income: €4.43m (up 43% from FY 2023). Profit margin: 2.7% (up from 2.1% in FY 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Aerospace & Defense industry in France.
New Risk • Mar 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (101% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (€70.5m market cap, or US$76.5m).
お知らせ • Mar 13Sogeclair SA Proposes DividendOn March 10, 2025, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.96 per share, an increase of 2.1%, to the Annual General Meeting of May 15th, 2024.
分析記事 • Mar 05Is Now The Time To Put Sogeclair (EPA:ALSOG) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €23.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 23x in the Aerospace & Defense industry in France. Total returns to shareholders of 37% over the past three years.
お知らせ • Jan 30Sogeclair SA to Report Fiscal Year 2024 Results on Mar 12, 2025Sogeclair SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
お知らせ • Dec 21Sogeclair SA Announces Board ChangesSogeclair SA announced the company’s board of directors has decided to make the following changes, effective on January 6, 2025: Alexandre ROBARDEY is appointed chairman of the board of directors. Alexandre ROBARDEY, a lawyer and asset manager, is a graduate of the IFA and joined the Board of Directors in 2020. His appointment makes him the third generation of the Robardey family (65% shareholder in the Group) to hold the position of Chairman of the Board. Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee.
お知らせ • Dec 20Sogeclair SA Announces CEO ChangesSogeclair SA announced the appointment of Philippe BREL as Chief Executive Officer of the Group, effective 6 January 2025 He succeeds Olivier Pedron. Philippe BREL, training engineer, has extensive experience in the aerospace and defense sectors, both in France and the United States. His career as Industrial Director, Director of Business Units for major groups and Chairman of the Management Board of a listed ETI will enable the Group to support customers and teams in achieving operational excellence. His background in a family-run business, and the good financial results to his credit, are all assets that will enable Sogeclair to achieve the objectives set out in the Sogeclair 2030 plan (turnover: 250M€, EBITDA: 12%, Free-cash Flow: 5%). Philippe ROBARDEY, who was Managing Director of Sogeclair for 9 years before taking over as Chairman in 2003. He will remain on the Board. He has been appointed Vice-Chairman of the Board and will bring his experience to bear on the Chairman and CEO's ongoing transformation. He will also remain Chairman of the Audit Committee. Philippe BREL's background is rich in engineering training, operational management of design offices and production units, and general management of subsidiaries of major groups, SMEs and a family-owned ETI.
Price Target Changed • Oct 17Price target decreased by 14% to €25.40Down from €29.50, the current price target is an average from 2 analysts. New target price is 45% above last closing price of €17.50. Stock is up 2.3% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.
Reported Earnings • Sep 29First half 2024 earnings released: €0.29 loss per share (vs €0.21 loss in 1H 2023)First half 2024 results: €0.29 loss per share (further deteriorated from €0.21 loss in 1H 2023). Revenue: €79.1m (up 9.0% from 1H 2023). Net loss: €889.0k (loss widened 39% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Aerospace & Defense industry in France. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
New Risk • Sep 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Market cap is less than US$100m (€58.1m market cap, or US$64.7m).
Price Target Changed • Sep 06Price target decreased by 7.3% to €28.00Down from €30.20, the current price target is an average from 2 analysts. New target price is 37% above last closing price of €20.50. Stock is up 8.2% over the past year. The company is forecast to post earnings per share of €1.73 for next year compared to €1.02 last year.
Major Estimate Revision • Sep 06Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €2.05 to €1.73. Revenue forecast unchanged from €158.4m at last update. Net income forecast to grow 71% next year vs 60% growth forecast for Aerospace & Defense industry in France. Consensus price target down from €30.20 to €28.00. Share price fell 9.7% to €20.50 over the past week.
分析記事 • Jul 16Sogeclair SA's (EPA:ALSOG) 31% Jump Shows Its Popularity With InvestorsSogeclair SA ( EPA:ALSOG ) shareholders would be excited to see that the share price has had a great month, posting a...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €24.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the Aerospace & Defense industry in France. Total returns to shareholders of 47% over the past three years.
分析記事 • Jul 11If EPS Growth Is Important To You, Sogeclair (EPA:ALSOG) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €18.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Aerospace & Defense industry in France. Total loss to shareholders of 5.5% over the past three years.
Upcoming Dividend • May 10Upcoming dividend of €0.94 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 20 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.2%). Higher than average of industry peers (1.2%).
分析記事 • Apr 26Sogeclair (EPA:ALSOG) Will Pay A Larger Dividend Than Last Year At €0.94Sogeclair SA ( EPA:ALSOG ) will increase its dividend from last year's comparable payment on the 20th of May to €0.94...
分析記事 • Apr 11Sogeclair (EPA:ALSOG) Will Pay A Larger Dividend Than Last Year At €0.94Sogeclair SA ( EPA:ALSOG ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Apr 10Dividend increased to €0.94Dividend of €0.94 is 4.4% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is covered by cash flows (73% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 36% to bring the payout ratio under control. However, EPS is expected to remain steady over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Price Target Changed • Mar 29Price target increased by 8.6% to €30.20Up from €27.80, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €21.90. Stock is up 14% over the past year.
Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €148.0m (up 9.7% from FY 2022). Net income: €3.10m (up 57% from FY 2022). Profit margin: 2.1% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Aerospace & Defense industry in France.
お知らせ • Mar 14+ 1 more updateSogeclair SA Proposes Dividend for the Year Ended December 31, 2023On March 07, 2024, the Board of Directors of Sogeclair SA decided to propose a dividend of €0.94 per share for the year ended December 31, 2023, an increase of 4.4%, to the Annual General Meeting of May 14, 2024.
お知らせ • Jan 19+ 1 more updateSogeclair SA to Report First Half, 2024 Results on Sep 04, 2024Sogeclair SA announced that they will report first half, 2024 results on Sep 04, 2024
Reported Earnings • Oct 05First half 2023 earnings released: €0.21 loss per share (vs €0.30 loss in 1H 2022)First half 2023 results: €0.21 loss per share (improved from €0.30 loss in 1H 2022). Revenue: €72.6m (up 7.4% from 1H 2022). Net loss: €640.0k (loss narrowed 30% from 1H 2022). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Aerospace & Defense industry in France. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 30Is It Too Late To Consider Buying Sogeclair SA (EPA:ALSOG)?While Sogeclair SA ( EPA:ALSOG ) might not be the most widely known stock at the moment, it received a lot of attention...
Price Target Changed • Sep 06Price target increased by 9.6% to €28.60Up from €26.10, the current price target is an average from 2 analysts. New target price is 53% above last closing price of €18.75. Stock is down 14% over the past year. The company is forecast to post earnings per share of €1.18 for next year compared to €0.65 last year.
分析記事 • May 13Sogeclair (EPA:SOG) Is Due To Pay A Dividend Of €0.90Sogeclair SA ( EPA:SOG ) has announced that it will pay a dividend of €0.90 per share on the 17th of May. This makes...
お知らせ • May 12Sogeclair Appoints Olivier Pedron as Managing DirectorSOGECLAIR announced that the General Assembly of May 11, 2023 has approved the appointment of Olivier Pedron to the position of Managing Director of SOGECLAIR. Philippe Robardey remains Chairman of the Board of Directors. Olivier Pedron has a solid experience combining strategic vision and operational know-how. Olivier Pedron, 46, graduated from the Ecole Spéciale Militaire de Saint-Cyr with a major in international relations, holds a Master's degree in strategy from the University of Paris Sorbonne and an MBA from the Instituto de Empresa in Madrid. He began his career as an officer and helicopter pilot in the French Army. He joined Rockwell Collins in 2011 where he held various positions in the strategic and commercial departments. In 2019, he became President and Managing Director of Rockwell Collins France, as well as of L'Hotellier in 2020. During his career, Olivier Pedron has led ambitious development projects, in France and internationally, while deploying profitable growth mechanisms. Philippe Robardey's mandate as Managing Director, which he had held since 23 May 2003, came to an end at the end of the SOGECLAIR General Meeting. Since 1984, within the family business, he has led large-scale structuring projects such as the listing on the Paris Stock Exchange in 1998 or the development of the company internationally (from 0 to 50% of the turnover) via establishments in Europe, North Africa, North America and Asia-Pacific. He has also been willing to join forces with partners in French industry such as Dassault Systèmes, UTAC, Renault Group, Mecachrome and Addup (joint venture between Fives and Michelin). Under his leadership, SOGECLAIR has been able to adapt to economic, commercial, societal and environmental challenges while remaining faithful to the values of the Group and its founding family.
Price Target Changed • May 10Price target increased by 7.4% to €26.10Up from €24.30, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €19.45. Stock is down 14% over the past year. The company is forecast to post earnings per share of €1.17 for next year compared to €0.65 last year.
Upcoming Dividend • May 08Upcoming dividend of €0.90 per share at 4.6% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (1.4%).
分析記事 • Apr 02Sogeclair (EPA:SOG) Will Pay A Dividend Of €0.90Sogeclair SA's ( EPA:SOG ) investors are due to receive a payment of €0.90 per share on 17th of May. This makes the...
Reported Earnings • Mar 20Full year 2022 earnings releasedFull year 2022 results: Revenue: €144.0m (up 19% from FY 2021). Net income: €1.98m (down 25% from FY 2021). Profit margin: 1.4% (down from 2.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in France.
Price Target Changed • Mar 16Price target increased by 9.8% to €25.85Up from €23.55, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €19.35. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.86 last year.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.60, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Aerospace & Defense industry in France. Total loss to shareholders of 24% over the past three years.
お知らせ • Nov 26+ 1 more updateSogeclair SA to Report First Half, 2023 Results on Sep 06, 2023Sogeclair SA announced that they will report first half, 2023 results on Sep 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 09Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.56 to €0.48 per share. Revenue forecast steady at €134.6m. Net income forecast to shrink 18% next year vs 1.9% growth forecast for Aerospace & Defense industry in France . Consensus price target down from €25.25 to €23.55. Share price rose 5.8% to €18.20 over the past week.
Price Target Changed • Nov 08Price target decreased to €23.55Down from €26.75, the current price target is an average from 2 analysts. New target price is 29% above last closing price of €18.20. Stock is down 21% over the past year. The company is forecast to post earnings per share of €0.56 for next year compared to €0.86 last year.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €16.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Aerospace & Defense industry in France. Total loss to shareholders of 27% over the past three years.
分析記事 • Sep 14Is Sogeclair SA (EPA:SOG) Potentially Undervalued?Sogeclair SA ( EPA:SOG ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Major Estimate Revision • Sep 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.96 to €0.56. Revenue forecast unchanged from €135.6m at last update. Net income forecast to shrink 32% next year vs 18% growth forecast for Aerospace & Defense industry in France . Consensus price target down from €26.75 to €25.25. Share price fell 9.9% to €19.20 over the past week.
Price Target Changed • Sep 08Price target decreased to €25.80Down from €28.40, the current price target is an average from 2 analysts. New target price is 28% above last closing price of €20.10. Stock is down 11% over the past year. The company is forecast to post earnings per share of €0.96 for next year compared to €0.86 last year.
Upcoming Dividend • May 09Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.0%. Lower than top quartile of French dividend payers (5.0%). Higher than average of industry peers (1.3%).
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Jean Seguin was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 24Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €0.86 (up from €4.84 loss in FY 2020). Revenue: €121.0m (down 1.6% from FY 2020). Net income: €2.65m (up €17.0m from FY 2020). Profit margin: 2.2% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 5.7%, compared to a 11% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 21Some Investors May Be Worried About Sogeclair's (EPA:SOG) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Price Target Changed • Nov 09Price target decreased to €27.00Down from €29.50, the current price target is an average from 2 analysts. New target price is 17% above last closing price of €23.10. Stock is up 136% over the past year. The company is forecast to post earnings per share of €0.47 next year compared to a net loss per share of €4.84 last year.
Reported Earnings • Sep 17First half 2021 earnings released: €0.49 loss per share (vs €5.40 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: €59.1m (down 14% from 1H 2020). Net loss: €1.49m (loss narrowed 91% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Price Target Changed • Sep 13Price target increased to €29.50Up from €26.75, the current price target is an average from 2 analysts. New target price is 28% above last closing price of €23.10. Stock is up 94% over the past year.
分析記事 • Jul 27Sogeclair SA (EPA:SOG) Shares Could Be 34% Above Their Intrinsic Value EstimateIn this article we are going to estimate the intrinsic value of Sogeclair SA ( EPA:SOG ) by taking the expected future...
Upcoming Dividend • May 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 May 2021. Payment date: 10 June 2021. Trailing yield: 4.7%. Within top quartile of French dividend payers (3.9%). Higher than average of industry peers (0.8%).
分析記事 • Apr 12Sogeclair (EPA:SOG) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €123.1m (down 34% from FY 2019). Net loss: €14.3m (down 389% from profit in FY 2019).
お知らせ • Mar 18Sogeclair Proposes DividendSogeclair announced that the Board of Directors decided on March 11, 2021 to proposed to the General Meeting of Shareholders to be held on May 12, 2021, a dividend maintained at €0.90 per share with the option of payment in shares (with a discount of 10%).
Price Target Changed • Mar 18Price target increased to €25.75Up from €23.05, the current price target is an average from 2 analysts. New target price is 41% above last closing price of €18.25. Stock is up 3.7% over the past year.
お知らせ • Mar 18Sogeclair SA, Annual General Meeting, May 12, 2021Sogeclair SA, Annual General Meeting, May 12, 2021. Agenda: To consider and approve a dividend maintained at €0.90 per share with the option of payment in shares.
分析記事 • Mar 17How Much Did Sogeclair's(EPA:SOG) Shareholders Earn From Share Price Movements Over The Last Three Years?If you love investing in stocks you're bound to buy some losers. But the last three years have been particularly tough...
Is New 90 Day High Low • Mar 05New 90-day low: €17.30The company is down 16% from its price of €20.50 on 04 December 2020. The French market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.46 per share.
分析記事 • Feb 17Is There Now An Opportunity In Sogeclair SA (EPA:SOG)?Sogeclair SA ( EPA:SOG ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large price...
お知らせ • Feb 04+ 1 more updateSogeclair SA to Report First Half, 2021 Results on Sep 08, 2021Sogeclair SA announced that they will report first half, 2021 results on Sep 08, 2021
分析記事 • Jan 27Is Sogeclair SA's (EPA:SOG) 4.8% Dividend Worth Your Time?Could Sogeclair SA ( EPA:SOG ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
分析記事 • Jan 06Will Sogeclair (EPA:SOG) Multiply In Value Going Forward?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Is New 90 Day High Low • Dec 31New 90-day high: €21.20The company is up 114% from its price of €9.90 on 02 October 2020. The French market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.97 per share.
分析記事 • Dec 16How Much Did Sogeclair's(EPA:SOG) Shareholders Earn From Share Price Movements Over The Last Three Years?Sogeclair SA ( EPA:SOG ) shareholders will doubtless be very grateful to see the share price up 69% in the last...
Price Target Changed • Dec 05Price target raised to €17.50Up from €14.50, the current price target is an average from 2 analysts. The new target price is 15% below the current share price of €20.50. As of last close, the stock is down 29% over the past year.
お知らせ • Dec 03Sogeclair SA to Report Q4, 2020 Results on Feb 03, 2021Sogeclair SA announced that they will report Q4, 2020 results at 5:00 PM, Romance Standard Time on Feb 03, 2021
Valuation Update With 7 Day Price Move • Dec 02Market bids up stock over the past weekAfter last week's 23% share price gain to €17.15, the stock is trading at a trailing P/E ratio of 10.2x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 24x in the Aerospace & Defense industry in France. Total return to shareholders over the past three years is a loss of 60%.
分析記事 • Nov 26Are Sogeclair SA (EPA:SOG) Investors Paying Above The Intrinsic Value?Does the November share price for Sogeclair SA (EPA:SOG) reflect what it's really worth? Today, we will estimate the...
Is New 90 Day High Low • Nov 19New 90-day high: €13.80The company is up 4.0% from its price of €13.30 on 21 August 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.18 per share.