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SPIE SAENXTPA:SPIE 株式レポート

時価総額 €8.6b
株価
€50.45
€61
17.3% 割安 内在価値ディスカウント
1Y14.1%
7D4.8%
1D
ポートフォリオ価値
表示

SPIE SA

ENXTPA:SPIE 株式レポート

時価総額:€8.6b

SPIE(SPIE)株式概要

SPIE SAは、フランス、ドイツ、オランダ、そして国際的に、エネルギーと通信の分野で複合的な技術サービスを提供している。 詳細

SPIE 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5/6
過去の実績1/6
財務の健全性3/6
配当金3/6

SPIE Community Fair Values

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SPIE SA 競合他社

価格と性能

株価の高値、安値、推移の概要SPIE
過去の株価
現在の株価€50.45
52週高値€54.55
52週安値€41.44
ベータ0.78
1ヶ月の変化8.35%
3ヶ月変化16.41%
1年変化14.09%
3年間の変化75.17%
5年間の変化156.74%
IPOからの変化189.11%

最新ニュース

ナラティブの更新 Jun 16

SPIE: Higher Earnings Visibility Will Support Further Share Price Upside

Analysts have nudged their fair value estimate for SPIE to €61, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple that aligns with recent price target increases from major banks. Analyst Commentary Recent Street research has pointed to a more optimistic stance on SPIE, with major banks adjusting price targets higher in light of updated views on the company’s earnings power and valuation framework.
ナラティブの更新 Jun 02

SPIE: Offshore Wind Wins And Buybacks Will Support Higher Earnings Multiple

Narrative Update on SPIE The updated analyst price target for SPIE moves to €56.18 from €55.59. Analysts attribute this to refreshed assumptions for revenue growth, discount rate, profit margins and future P/E, which support the change following recent target raises from €49.50 to €51 and further upward revisions of €2 and €8 by the Street.
ナラティブの更新 May 03

SPIE: Future Revenue Will Surpass €10b As Earnings Multiple Expands

The updated analyst price target for SPIE increases to €55.59 from €53.45, with analysts citing refreshed assumptions on revenue growth and P/E, along with recent Street target hikes of €8 and €2, as key supports for this revision. Analyst Commentary Bullish Takeaways Bullish analysts point to successive target lifts, including the recent €8 move at JPMorgan and prior €2 and €1.50 steps, as support for a higher valuation framework on SPIE.

Recent updates

ナラティブの更新 Jun 16

SPIE: Higher Earnings Visibility Will Support Further Share Price Upside

Analysts have nudged their fair value estimate for SPIE to €61, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple that aligns with recent price target increases from major banks. Analyst Commentary Recent Street research has pointed to a more optimistic stance on SPIE, with major banks adjusting price targets higher in light of updated views on the company’s earnings power and valuation framework.
ナラティブの更新 Jun 02

SPIE: Offshore Wind Wins And Buybacks Will Support Higher Earnings Multiple

Narrative Update on SPIE The updated analyst price target for SPIE moves to €56.18 from €55.59. Analysts attribute this to refreshed assumptions for revenue growth, discount rate, profit margins and future P/E, which support the change following recent target raises from €49.50 to €51 and further upward revisions of €2 and €8 by the Street.
ナラティブの更新 May 03

SPIE: Future Revenue Will Surpass €10b As Earnings Multiple Expands

The updated analyst price target for SPIE increases to €55.59 from €53.45, with analysts citing refreshed assumptions on revenue growth and P/E, along with recent Street target hikes of €8 and €2, as key supports for this revision. Analyst Commentary Bullish Takeaways Bullish analysts point to successive target lifts, including the recent €8 move at JPMorgan and prior €2 and €1.50 steps, as support for a higher valuation framework on SPIE.
ナラティブの更新 Apr 18

SPIE: Model Refinements And Governance Shifts Will Shape Balanced 2026 Outlook

Analysts have raised their price target on SPIE to €51 from €49.50, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value broadly aligned with previous levels.
ナラティブの更新 Apr 03

SPIE: Updated Outlook And Leadership Change Will Shape Measured 2026 Prospects

Analysts have nudged their price target for SPIE to €51 from €49.50, reflecting updated assumptions around modestly higher revenue growth, a slightly stronger profit margin profile, and a near unchanged future P/E multiple. Analyst Commentary The latest price target move to €51, alongside an Equal Weight stance, signals that analysts see some support for the current valuation but remain hesitant to adopt a more positive view.
ナラティブの更新 Mar 20

SPIE: Higher Medium Term Confidence Will Support Further Share Price Upside

Analysts have nudged their 12 month view on SPIE higher, with the headline change being a price target move from €49.50 to €51. This is supported by slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that keep fair value around €60.
ナラティブの更新 Mar 06

SPIE: Tesla Energy Storage Agreement Will Drive Margins And Upside Potential

Analysts have kept their fair value estimate for SPIE steady at €60.00, with updated assumptions showing slightly different discount rate, revenue growth, profit margin and future P/E inputs, which together drive only a marginal adjustment to their price target rationale. What's in the News CEO transition planned, with long-serving Chief Executive Officer Gauthier Louette set to step down after the annual general shareholders’ meeting on 30 April 2026, in line with the company’s age limit policy (Key Developments).
ナラティブの更新 Feb 20

SPIE: European Energy Storage Agreement Will Support Higher Margins And Upside Potential

Analysts have kept their €60.0 price target for SPIE unchanged, reflecting only minor tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E, rather than a shift in their overall view of the shares. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system (BESS) projects, with a renewable three year term covering group subsidiaries that have BESS installation expertise (Key Developments).
ナラティブの更新 Feb 05

SPIE: European Energy Storage Partnership Will Support Higher Margins And Share Price Potential

Analysts have adjusted their price target on SPIE to €60.00, keeping the level unchanged while refining their assumptions for discount rate, revenue growth, profit margin and future P/E, which they see as better reflecting current risk and earnings expectations. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system (BESS) projects, covering all SPIE group subsidiaries in Europe that work on BESS installations (Key Developments).
分析記事 Jan 23

SPIE SA's (EPA:SPIE) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 39x SPIE SA ( EPA:SPIE ) may be sending very bearish signals at the...
ナラティブの更新 Jan 22

SPIE: European Energy Storage Agreement Will Shape Measured Outlook For 2025

Analysts have raised their price target on SPIE from €35.69 to €46.00, citing updated assumptions that include a slightly higher discount rate, revised estimates for revenue growth and profit margins, and a higher future P/E multiple. What's in the News SPIE signed a European framework agreement with Tesla covering battery energy storage system projects.
ナラティブの更新 Jan 08

SPIE: Future Revenue Will Surpass €10b With Measured Profitability Outlook

Analysts have nudged their fair value estimate for SPIE slightly higher, to €53.45 from €52.83, reflecting small adjustments to assumptions on the discount rate, revenue growth, profit margins and expected future P/E. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system projects using Tesla Megapack solutions, covering all group subsidiaries in Europe with BESS installation expertise (Key Developments).
ナラティブの更新 Dec 16

SPIE: European Battery Projects Will Drive Higher Margins And Share Price Potential

Analysts have reduced their price target on SPIE by 2.00 dollars to 60.00 dollars. This reflects slightly lower assumptions for revenue growth and valuation multiples, which are only partly offset by improved margin expectations.
ナラティブの更新 Dec 01

SPIE: Future Revenue to Exceed €10 Billion as Profitability Set to Improve

Analysts have slightly reduced their price target for SPIE, lowering it from €52.50 to €49.50. This adjustment is due to a modest decrease in revenue growth expectations and updated market assessments.
分析記事 Nov 12

SPIE's (EPA:SPIE) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Oct 28

Is There An Opportunity With SPIE SA's (EPA:SPIE) 43% Undervaluation?

Key Insights SPIE's estimated fair value is €81.91 based on 2 Stage Free Cash Flow to Equity SPIE is estimated to be...
ナラティブの更新 Oct 18

Energy Transition And Digitalization Trends Will Unlock Future Potential

The analyst price target for SPIE has been revised downward from €52.50 to €49.50. Analysts point to valuation concerns as the primary driver for the reduced estimate.
分析記事 Oct 10

Here's Why SPIE (EPA:SPIE) Can Manage Its Debt Responsibly

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 Oct 03

Energy Transition And Digitalization Trends Will Unlock Future Potential

Analysts have marginally raised their fair value estimate for SPIE to €53.05 from €52. This change reflects modest adjustments to expected growth and profitability assumptions in light of recent market developments.
分析記事 Sep 26

Is It Time To Consider Buying SPIE SA (EPA:SPIE)?

SPIE SA ( EPA:SPIE ), might not be a large cap stock, but it saw significant share price movement during recent months...
分析記事 Sep 08

SPIE (EPA:SPIE) Has Announced A Dividend Of €0.30

SPIE SA ( EPA:SPIE ) has announced that it will pay a dividend of €0.30 per share on the 18th of September. This makes...
ナラティブの更新 Aug 06

Energy Transition And Digitalization Trends Will Unlock Future Potential

Despite a notable downgrade in consensus revenue growth forecasts, SPIE's consensus price target has risen significantly—driven by valuation multiple expansion—with the target increasing from €45.65 to €50.85. What's in the News SPIE SA reaffirmed its 2025 earnings outlook, expecting strong total growth and Group revenue to exceed EUR 10 billion, including ongoing organic growth and active bolt-on M&A.
分析記事 Aug 03

SPIE SA (EPA:SPIE) Released Earnings Last Week And Analysts Lifted Their Price Target To €49.15

Investors in SPIE SA ( EPA:SPIE ) had a good week, as its shares rose 2.6% to close at €50.10 following the release of...
分析記事 Jul 27

SPIE (EPA:SPIE) Is Looking To Continue Growing Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 Jul 13

Investors Interested In SPIE SA's (EPA:SPIE) Earnings

With a price-to-earnings (or "P/E") ratio of 29x SPIE SA ( EPA:SPIE ) may be sending very bearish signals at the...
分析記事 Jun 29

With EPS Growth And More, SPIE (EPA:SPIE) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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新しいナラティブ Dec 08

Focus On Renewable Energy And Decisive Acquisitions With Vattenfall And Correll Group Will Propel Revenue Growth And Margin Expansion

SPIE's strategic focus on renewable energy projects in Poland and offshore wind initiatives is expected to enhance revenue and market position.

株主還元

SPIEFR Commercial ServicesFR 市場
7D4.8%3.4%2.9%
1Y14.1%14.2%6.2%

業界別リターン: SPIE過去 1 年間で14.2 % のリターンをもたらしたFrench Commercial Services業界と一致しました。

リターン対市場: SPIE過去 1 年間で6.2 % の収益を上げたFrench市場を上回りました。

価格変動

Is SPIE's price volatile compared to industry and market?
SPIE volatility
SPIE Average Weekly Movement4.3%
Commercial Services Industry Average Movement4.2%
Market Average Movement5.2%
10% most volatile stocks in FR Market11.2%
10% least volatile stocks in FR Market2.7%

安定した株価: SPIE 、 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: SPIEの 週次ボラティリティ ( 4% ) 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
190054,673Markus Holzkewww.spie.com

SPIE SAは、フランス、ドイツ、オランダ、そして国際的に、エネルギーと通信の分野で複合的な技術サービスを提供している。同社は4つのセグメントで事業を展開している:フランス、ドイツ、北西ヨーロッパ、中央ヨーロッパ、グローバル・サービス・エネルギー。建築物のモデリングと設計、情報技術のメンテナンス、情報通信技術のエンジニアリングとコンサルティング、技術設備管理、設置サービス、持続可能なメンテナンス、マネージド・サービス、エネルギー生産、送電、配電、貯蔵、電気ソリューション、暖房換気空調;ネットワーク・通信インフラ、ユニファイド・コミュニケーションとコラボレーション、クラウドとマネージド・サービス、マルチメディア、ワークスペース、テレワーク、ビルディング・インフォメーション・モデリングと技術管理、拡張現実(AR)、IoTとデータ管理、交通管理、旅客の運行と情報をサポートするシステム、スマート・メンテナンス、オートメーション、ボイラー製造と配管、ロボット工学とトランジティクス、産業移送、エネルギー転換。また、Eモビリティ、スマートパーキング、バリア、エネルギーパフォーマンス、産業施設の近代化、デジタルソリューション、スマートデータ管理、監視室、人間工学、サイバーセキュリティも提供している。都市・地域、公共施設、教育、医療、オフィス、銀行・保険、観光・ホスピタリティ、ショッピングセンター、データセンター、通信ネットワーク、工業、物流、運輸、エネルギー向けに製品を提供している。SPIE社は1900年に設立され、フランスのセルジー・ポントワーズに本社を置いている。

SPIE SA 基礎のまとめ

SPIE の収益と売上を時価総額と比較するとどうか。
SPIE 基礎統計学
時価総額€8.56b
収益(TTM)€176.40m
売上高(TTM)€10.49b
48.7x
PER(株価収益率
0.8x
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
SPIE 損益計算書(TTM)
収益€10.49b
売上原価€9.53b
売上総利益€966.90m
その他の費用€790.50m
収益€176.40m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 30, 2026

一株当たり利益(EPS)1.04
グロス・マージン9.22%
純利益率1.68%
有利子負債/自己資本比率110.5%

SPIE 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

2.1%
現在の配当利回り
103%
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2026/06/18 23:03
終値2026/06/18 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SPIE SA 11 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。19

アナリスト機関
Anna PatriceBerenberg
Aleksander PetercBernstein
Laurent GelebartBNP Paribas