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Legrand SAENXTPA:LR 株式レポート

時価総額 €35.7b
株価
€133.75
€157.79
15.2% 割安 内在価値ディスカウント
1Y21.3%
7D-9.2%
1D
ポートフォリオ価値
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Legrand SA

ENXTPA:LR 株式レポート

時価総額:€35.7b

Legrand(LR)株式概要

ルグランSAは、その子会社とともに、欧州、北米および中米、そして国際的に、電気およびデジタル建築インフラの製造、流通、販売を行っている。 詳細

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

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Legrand SA 競合他社

価格と性能

株価の高値、安値、推移の概要Legrand
過去の株価
現在の株価€133.75
52週高値€166.95
52週安値€106.90
ベータ1.0
1ヶ月の変化-12.09%
3ヶ月変化-2.27%
1年変化21.26%
3年間の変化46.11%
5年間の変化51.54%
IPOからの変化476.01%

最新ニュース

ナラティブの更新 Jun 01

LR: Asia Power Deals And Buybacks Will Support Electrical And Digital Infrastructure Cash Generation

Narrative Update on Legrand The analyst price target for Legrand has shifted from €176 to €180, reflecting how analysts are weighing a slightly higher fair value estimate, a modestly adjusted discount rate, and updated views from recent research that includes both a raised target and more neutral or cautious stances. Analyst Commentary Recent research on Legrand has been mixed, with some analysts highlighting upside potential while others take a more neutral or cautious stance.

Recent updates

ナラティブの更新 Jun 01

LR: Asia Power Deals And Buybacks Will Support Electrical And Digital Infrastructure Cash Generation

Narrative Update on Legrand The analyst price target for Legrand has shifted from €176 to €180, reflecting how analysts are weighing a slightly higher fair value estimate, a modestly adjusted discount rate, and updated views from recent research that includes both a raised target and more neutral or cautious stances. Analyst Commentary Recent research on Legrand has been mixed, with some analysts highlighting upside potential while others take a more neutral or cautious stance.
分析記事 May 11

The Legrand SA (EPA:LR) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.3% to close at €157 following the release of...
ナラティブの更新 May 08

LR: Data Center Demand And Dividend Plans Will Shape Balanced Future Expectations

Legrand's fair value estimate has been revised higher by about €5 to €157.79, reflecting analysts' updated price targets around €175 and their recent adjustments to revenue growth, profit margin, and P/E assumptions. Analyst Commentary Recent Street research shows a split view on Legrand, with several firms lifting price targets while others move to more neutral stances.
ナラティブの更新 Apr 24

LR: Data Center Demand And Cash Returns Will Shape Balanced Future Expectations

The updated analyst price target for Legrand edges down by about €1 to €153, as analysts factor in a slightly higher discount rate and more neutral recent research, while assumptions for revenue growth and profit margins remain broadly steady. Analyst Commentary Recent Street research on Legrand is mixed, with some bullish analysts lifting price targets and others stepping back to more neutral views.
ナラティブの更新 Apr 09

LR: Data Center Trends And Cash Returns Will Shape Balanced Future Performance

Legrand's analyst fair value estimate has shifted to €154.11 from €142.71, reflecting updated assumptions on revenue growth, margins and future P/E multiples in the context of higher price targets from several firms and valuation driven downgrades from others. Analyst Commentary Recent Street research on Legrand reflects a mix of optimism on upside potential and caution around valuation and end market risks.
分析記事 Apr 09

Legrand (EPA:LR) 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...
ナラティブの更新 Mar 26

LR: AI Hardware Shift Will Test Yet Support Electrical And Digital Infrastructure Cash Generation

Legrand's updated analyst price target edges higher to €176, with mixed revisions across the Street. Some analysts cite valuation concerns and potential risks to low voltage and cooling products, while others maintain more constructive views, supporting a modest recalibration of growth, margin and P/E assumptions.
ナラティブの更新 Mar 11

LR: Low Voltage And Cooling Risks Will Challenge Optimistic Pricing

Our updated analyst price target for Legrand rises from about €84 to about €120, reflecting Street research that has generally lifted price targets into the €145 to €175 range, while some analysts flag valuation and competitive risks around low voltage and cooling products. Analyst Commentary Street research on Legrand has turned more mixed, with several firms lifting price targets while others highlight valuation and product specific risks.
ナラティブの更新 Feb 24

LR: AI Hardware Shift Will Test Yet Support Future Cash Generation

Our analyst price target for Legrand increases from €167 to €176, reflecting a combination of higher Street targets from several banks and ongoing valuation caution highlighted by recent downgrades to Hold and Neutral. Analyst Commentary Street research on Legrand is mixed, but there is a clear pocket of optimism from bullish analysts who are lifting targets and keeping positive ratings, even as others flag valuation and industry risks.
分析記事 Feb 15

Legrand (EPA:LR) Has Announced That It Will Be Increasing Its Dividend To €2.38

Legrand SA ( EPA:LR ) will increase its dividend on the 2nd of June to €2.38, which is 8.2% higher than last year's...
ナラティブの更新 Feb 10

LR: AI Hardware Shift Will Test Yet Highlight Robust Cash Generation

Analysts have trimmed their stance on Legrand, with recent price targets moving lower to a range of about €126 to €150. This reflects updated views on cash generation and potential pressure on certain low voltage and cooling products linked to artificial intelligence hardware trends.
分析記事 Jan 29

Investor Optimism Abounds Legrand SA (EPA:LR) But Growth Is Lacking

Legrand SA's ( EPA:LR ) price-to-earnings (or "P/E") ratio of 28.4x might make it look like a strong sell right now...
ナラティブの更新 Jan 27

LR: AI Hardware Shift Will Test Yet Support Data Center Cash Generation

Narrative Update on Legrand Analysts have trimmed their price expectations for Legrand, with our updated fair value now reflecting a more cautious stance in line with lower Street targets. These include moves such as Goldman Sachs cutting its target to €126 and Deutsche Bank easing back to €145, as they weigh potential pressure on low voltage and cooling products alongside still supportive views on cash generation.
分析記事 Jan 16

Is Legrand SA (EPA:LR) Potentially Undervalued?

Legrand SA ( EPA:LR ) received a lot of attention from a substantial price movement on the ENXTPA over the last few...
ナラティブの更新 Jan 12

LR: AI Hardware Shifts Will Test Data Center Cash Generation Thesis

Analysts have trimmed their price expectations for Legrand, citing lower Street targets such as Goldman Sachs cutting its view to €126 from €146 and Deutsche Bank easing to €145 from €150. They say this reflects concerns around exposure to low voltage products and air cooling equipment as artificial intelligence hardware trends evolve.
ナラティブの更新 Dec 24

LR: Expanding Data Center Exposure Will Drive Stronger Long-Term Cash Generation

Our analyst fair value estimate for Legrand has inched up to EUR 167 from EUR 165 as analysts factor in improving cash generation, stronger data center driven growth prospects, and slightly higher expected margins, partially offset by a modestly higher discount rate. Analyst Commentary Recent Street research reflects a generally constructive stance on Legrand, with a series of rating changes and price target revisions clustering around the EUR 150 to EUR 167 range.
分析記事 Dec 23

We Think Legrand (EPA:LR) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Dec 10

LR: Data Center Expansion And Cash Generation Will Support Balanced Future Performance

Legrand's analyst price target has been nudged higher to about EUR 143, reflecting analysts' slightly stronger confidence in the group's cash generation and expanding data center exposure, despite some mixed rating actions around the EUR 150 to EUR 167 target range. Analyst Commentary Recent Street research paints a mixed but generally constructive picture for Legrand, with several target changes and rating moves centering around the EUR 150 to EUR 167 range.
ナラティブの更新 Nov 26

LR: Expanding Data Center Segment Will Support Performance Amidst Rating Shifts

Legrand's analyst fair value price target was modestly reduced from €141.99 to €141.88, as analysts cite continued confidence in cash generation and data center expansion. However, there are slightly tempered profit and margin assumptions.
ナラティブの更新 Nov 10

LR: Data Center Exposure Will Drive Balanced Performance Amid Rating Shifts

Legrand’s analyst price target has been adjusted downward from approximately €143.94 to €141.99. Analysts cite a modest revision in fair value due to evolving sector dynamics and recent rating changes.
分析記事 Oct 28

Legrand (EPA:LR) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
ナラティブの更新 Oct 27

Expanding Data Center Focus Will Drive Future Margin And Earnings Strength

Legrand's analyst price target has increased from €142.33 to €143.94, as analysts point to higher data center exposure and expected margin improvements as key drivers behind the positive outlook. Analyst Commentary Recent analyst actions have reflected growing optimism around Legrand, with upward revisions to price targets and ratings.
ナラティブの更新 Oct 13

Data Center Demand And Electrification Will Unlock Future Value

Legrand's analyst price target has been increased from approximately €134 to €142. This reflects heightened optimism from analysts, driven by stronger data center exposure and recent upgrades in margin and growth assumptions.
ナラティブの更新 Sep 29

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has been raised to €133.99, reflecting analysts’ increased confidence in its fundamentals and market positioning amid positive sector trends and improved earnings expectations. Analyst Commentary JPMorgan resumed coverage with an Overweight rating and added Legrand to its Analyst Focus List, citing upside potential to consensus estimates.
ナラティブの更新 Sep 14

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target has risen to €130.94 as analysts cite improved operating performance, stronger revenue growth expectations, robust core market demand, and greater confidence in management execution. Analyst Commentary JPMorgan sees upside to consensus estimates, prompting a resumed Overweight rating and inclusion on its Analyst Focus List.
ナラティブの更新 Aug 30

Data Center Demand And Electrification Will Unlock Future Value

Legrand’s consensus price target was raised to €129.52, reflecting analysts’ increased conviction from improving operating trends, robust earnings momentum, and a strong balance sheet. Analyst Commentary JPMorgan highlighted upside to consensus estimates, supporting a positive re-rating.
分析記事 Aug 27

Is It Too Late To Consider Buying Legrand SA (EPA:LR)?

Legrand SA ( EPA:LR ) led the ENXTPA gainers with a relatively large price hike in the past couple of weeks. The recent...
分析記事 Aug 03

Legrand SA (EPA:LR) Analysts Are Pretty Bullish On The Stock After Recent Results

Investors in Legrand SA ( EPA:LR ) had a good week, as its shares rose 3.2% to close at €129 following the release of...
分析記事 Jul 28

Some Confidence Is Lacking In Legrand SA's (EPA:LR) P/E

With a price-to-earnings (or "P/E") ratio of 27.6x Legrand SA ( EPA:LR ) may be sending very bearish signals at the...
分析記事 Jul 13

Is Legrand (EPA:LR) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 30

Return Trends At Legrand (EPA:LR) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 Jun 18

Are Legrand SA (EPA:LR) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Legrand fair value estimate is €88.28 Legrand's €111 share...
User avatar
新しいナラティブ Nov 07

Acquisitions And US Datacenter Strategy Drive Growth Amid Global Challenges

Legrand's acquisition strategy, especially in U.S. datacenters, is key to driving future revenue growth and significant sales in high-growth markets.

株主還元

LRFR ElectricalFR 市場
7D-9.2%-8.7%0.8%
1Y21.3%18.0%1.6%

業界別リターン: LR過去 1 年間で18 % の収益を上げたFrench Electrical業界を上回りました。

リターン対市場: LR過去 1 年間で1.6 % の収益を上げたFrench市場を上回りました。

価格変動

Is LR's price volatile compared to industry and market?
LR volatility
LR Average Weekly Movement4.8%
Electrical Industry Average Movement5.4%
Market Average Movement5.2%
10% most volatile stocks in FR Market11.0%
10% least volatile stocks in FR Market2.7%

安定した株価: LR 、 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: LRの 週次ボラティリティ ( 5% ) 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
186535,410Benoît Coquartwww.legrand.com

ルグランSAは、その子会社とともに、ヨーロッパ、北中米、および国際的に、電気およびデジタル建築インフラの製造、流通、販売を行っている。同社は、電気自動車充電、住宅用および小規模商業用パネル、配電盤、電源キャビネット、UPS機器などのエネルギー配電、保護、管理ソリューションや、配線機器、コネクテッドホーム、ビル制御ソリューション、ゲストルームソリューション、バックボックス、ジャンクションボックス、DCLボックス、フロアボックスなどを提供している。また、セキュリティ、通信、ネットワークソリューション(アクセスセキュリティ、デジタルホームネットワーク、非常用照明、火災警報器、ITネットワーク、インターホン、ドアエントリー、ナースコールシステムなど)、導管、ケーブルマネジメントソリューション(トランク、ダクト、チューブ、フロアボックス、柱、フィーダー、ワークステーションソリューションなど)も提供している;エンクロージャー、接続部、変圧器および電源、マーキング・アクセサリーおよびケーブル・タイ、モーター制御および保護、ヒューズ保護、工業用プラグおよびソケット、ならびに制御、ボタン、信号製品から成る工業用製品、配線アクセサリー、延長コード、マルチコンセント・ユニット、ケーブル・タイおよびファスナー、接続ボックスおよびターミナルを含む設置用アクセサリー、ならびに照明製品およびアクセサリー。同社の製品は、ホテル、オフィス、データセンター、ショッピングセンター、医療施設、産業施設、住宅などで使用されている。また、約170カ国に製品を輸出している。ルグランSAは1865年に設立され、フランスのリモージュに本社を置いている。

Legrand SA 基礎のまとめ

Legrand の収益と売上を時価総額と比較するとどうか。
LR 基礎統計学
時価総額€35.65b
収益(TTM)€1.29b
売上高(TTM)€9.74b
27.2x
PER(株価収益率
3.6x
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
LR 損益計算書(TTM)
収益€9.74b
売上原価€4.83b
売上総利益€4.91b
その他の費用€3.62b
収益€1.29b

直近の収益報告

Mar 31, 2026

次回決算日

Jul 29, 2026

一株当たり利益(EPS)4.92
グロス・マージン50.37%
純利益率13.20%
有利子負債/自己資本比率79.5%

LR 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

1.8%
現在の配当利回り
48%
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2026/06/11 19:27
終値2026/06/11 00:00
収益2026/03/31
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

Legrand SA 17 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。35

アナリスト機関
Robert BateBarclays
George FeatherstoneBarclays
Philip BullerBerenberg