SPIE SA

ENXTPA:SPIE 株式レポート

時価総額：€8.1b

SPIE 将来の成長

Future 基準チェック /36

SPIE利益と収益がそれぞれ年間19.9%と5.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.3% 20.3%なると予測されています。

主要情報

19.9%

収益成長率

20.35%

EPS成長率

Commercial Services 収益成長15.5%
収益成長率5.8%
将来の株主資本利益率22.28%
アナリストカバレッジ

Good

最終更新日17 Jul 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブ更新 • Jun 30

SPIE: Energy Infrastructure Wins And Mixed Execution Risks Will Shape 2026 Outlook

Analysts have raised the SPIE fair value estimate from €46.0 to €50.0, based on updated assumptions regarding revenue growth, profit margins, the discount rate and future P/E. These updates are broadly consistent with recent upward revisions to Street price targets, which have moved from €2 to €8.
ナラティブ更新 • 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...
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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.

業績と収益の成長予測

ENXTPA:SPIE - 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
12/31/202812,7134907909619
12/31/202712,03146076099710
12/31/202611,20740269690910
12/31/202510,492176812887N/A
9/30/202510,423190892969N/A
6/30/202510,3552039721,052N/A
3/31/202510,182238902986N/A
12/31/202410,009273832921N/A
9/30/20249,673248792877N/A
6/30/20249,337222752834N/A
3/31/20249,076230702774N/A
12/31/20238,814239652713N/A
9/30/20238,690195580640N/A
6/30/20238,565152509566N/A
3/31/20238,382152510572N/A
12/31/20228,200152512577N/A
9/30/20227,869168501570N/A
6/30/20227,539185490562N/A
3/31/20227,305177469539N/A
12/31/20217,072169449516N/A
9/30/20217,045161399462N/A
6/30/20217,019152349407N/A
3/31/20216,880103422484N/A
12/31/20206,74153494560N/A
9/30/20206,78461N/AN/AN/A
6/30/20206,82768613685N/A
3/31/20206,935114488559N/A
12/31/20197,043159362432N/A
9/30/20196,964176N/AN/AN/A
6/30/20196,886192N/A395N/A
3/31/20196,818177N/A380N/A
12/31/20186,750162N/A366N/A
9/30/20186,683124N/AN/AN/A
6/30/20186,61687N/A161N/A
3/31/20186,400100N/A229N/A
12/31/20176,185114N/A297N/A
9/30/20175,724154N/AN/AN/A
6/30/20175,263193N/A259N/A
3/31/20175,124194N/A309N/A
12/31/20164,985196N/A358N/A
9/30/20165,094153N/AN/AN/A
6/30/20165,203109N/A310N/A
3/31/20165,33360N/A400N/A
12/31/20155,43151N/A273N/A
9/30/20155,46312N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: SPIEの予測収益成長率 (年間19.9% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: SPIEの収益 ( 19.9% ) はFrench市場 ( 12.5% ) よりも速いペースで成長すると予測されています。

高成長収益: SPIEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SPIEの収益 ( 5.8% ) French市場 ( 5.8% ) よりも低い成長が予測されています。

高い収益成長: SPIEの収益 ( 5.8% ) 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: SPIEの 自己資本利益率 は、3年後には高くなると予測されています ( 22.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/17 17:33
終値2026/07/17 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 10 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