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SEB SAENXTPA:SK 株式レポート

時価総額 €2.9b
株価
€53.20
€73.92
28.0% 割安 内在価値ディスカウント
1Y-39.2%
7D-1.0%
ポートフォリオ価値
表示

SEB SA

ENXTPA:SK 株式レポート

時価総額:€2.9b

SEB(SK)株式概要

SEB SAは、西ヨーロッパ、その他のヨーロッパ、中東、アフリカ、南北アメリカ、中国、その他のアジアにおいて、小型家庭用機器の設計、製造、販売を行っている。 詳細

SK ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績3/6
財務の健全性4/6
配当金3/6

SK Community Fair Values

Create Narrative

See what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.

SEB SA 競合他社

価格と性能

株価の高値、安値、推移の概要SEB
過去の株価
現在の株価€53.20
52週高値€88.95
52週安値€40.84
ベータ1.21
1ヶ月の変化10.83%
3ヶ月変化2.31%
1年変化-39.23%
3年間の変化-47.79%
5年間の変化-64.88%
IPOからの変化228.28%

最新ニュース

ナラティブの更新 May 05

SK: Share Buybacks And New Bullish Coverage Will Support Future Re Rating

SEB's analyst price targets have edged slightly lower, with recent adjustments of around €1 reflecting a mix of new coverage and revised views on growth, profitability and future P/E expectations from the analyst community. Analyst Commentary Recent Street research on SEB highlights a mix of optimism about the company’s potential and caution around valuation and execution, reflected in both new coverage and adjusted price targets in € and SEK.
ナラティブの更新 Apr 18

SK: Share Buybacks Will Support Future Re Rating Despite Mixed Broker Views

Analysts have made a small upward adjustment to SEB's implied value. The updated fair value estimate has moved from about €74.08 to €74.17, reflecting refreshed views on discount rates, margins and future P/E multiples following recent mixed price target changes and new coverage on the stock.
ナラティブの更新 Apr 04

SK: Mixed Rating Revisions And Share Buybacks Will Drive Upside Re Rating

The updated analyst price target for SEB edges down from about €75 to roughly €74, as analysts balance slightly higher revenue growth assumptions with modestly lower profit margin forecasts and a higher future P/E multiple informed by recent mixed target moves on the stock. Analyst Commentary Recent Street research on SEB points to a split view, with some large banks starting coverage with a constructive stance while others trim targets and stay cautious.

Recent updates

ナラティブの更新 May 05

SK: Share Buybacks And New Bullish Coverage Will Support Future Re Rating

SEB's analyst price targets have edged slightly lower, with recent adjustments of around €1 reflecting a mix of new coverage and revised views on growth, profitability and future P/E expectations from the analyst community. Analyst Commentary Recent Street research on SEB highlights a mix of optimism about the company’s potential and caution around valuation and execution, reflected in both new coverage and adjusted price targets in € and SEK.
ナラティブの更新 Apr 18

SK: Share Buybacks Will Support Future Re Rating Despite Mixed Broker Views

Analysts have made a small upward adjustment to SEB's implied value. The updated fair value estimate has moved from about €74.08 to €74.17, reflecting refreshed views on discount rates, margins and future P/E multiples following recent mixed price target changes and new coverage on the stock.
ナラティブの更新 Apr 04

SK: Mixed Rating Revisions And Share Buybacks Will Drive Upside Re Rating

The updated analyst price target for SEB edges down from about €75 to roughly €74, as analysts balance slightly higher revenue growth assumptions with modestly lower profit margin forecasts and a higher future P/E multiple informed by recent mixed target moves on the stock. Analyst Commentary Recent Street research on SEB points to a split view, with some large banks starting coverage with a constructive stance while others trim targets and stay cautious.
ナラティブの更新 Mar 20

SK: Mixed Rating Revisions And Higher Margins Will Drive Upside Re Rating

The analyst price target for SEB has shifted modestly lower to €60 from €63, as analysts factor in updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations, reflected in the latest fair value estimate of about €75. Analyst Commentary Recent Street research on SEB points to a mixed stance, with one price target reduced to €60 and another raised in Swedish kronor, suggesting that analysts are recalibrating their views rather than moving in a single direction.
ナラティブの更新 Mar 06

SK: Mixed Rating Revisions And Lower P/E Assumptions Will Drive Upside Re Rating

Analysts have trimmed their fair value estimate for SEB to about €75 from roughly €77, reflecting updated assumptions on discount rates, revenue growth, profit margins and a lower future P/E multiple in light of recent mixed price target revisions on the stock. Analyst Commentary Recent Street research on SEB reflects a mixed tone, with some analysts leaning more constructive on the stock while others are taking a more cautious stance and trimming their expectations.
ナラティブの更新 Feb 18

SK: Refined Discount Rate And Margin Assumptions Will Support Upside Re Rating

Analysts have increased their price target on SEB by €19, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the revision. Analyst Commentary Analysts are using the higher price target as a way to reflect refreshed assumptions around SEB's risk profile, growth outlook and earnings power, rather than a shift driven by any single short term development.
分析記事 Feb 05

What Does SEB SA's (EPA:SK) Share Price Indicate?

SEB SA ( EPA:SK ), might not be a large cap stock, but it saw significant share price movement during recent months on...
ナラティブの更新 Feb 03

SK: Calibrated Discount Rate And P/E Framework Will Support Upside Re Rating

Analysts have lowered their price target on SEB to SEK 167 from SEK 180, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that feed into their valuation models. Analyst Commentary Recent commentary from JPMorgan and other observers around SEB centers on how revised assumptions on discount rates, revenue growth, profit margins, and future P/E feed through to valuation.
ナラティブの更新 Jan 20

SK: Higher Discount Rate And P/E Assumptions Will Support Future Re Rating Potential

Analysts have trimmed their price target on SEB, with one recent update lowering it to SEK 167 from SEK 180. This reflects slightly adjusted assumptions on discount rate, fair value and future P/E, while maintaining a cautious stance on the shares.
ナラティブの更新 Jan 06

SK: Steady Earnings And Cash Returns Will Support Re Rating Potential

Analysts have trimmed their price target on SEB to SEK 167 from SEK 180, reflecting updated views that keep the stock rated Underweight. Analyst Commentary Recent research updates on SEB focus on how the current share price lines up with revised expectations, with the price target moved to SEK 167 and the rating kept at Underweight.
分析記事 Dec 31

SEB SA (EPA:SK) Not Flying Under The Radar

When close to half the companies in France have price-to-earnings ratios (or "P/E's") below 16x, you may consider SEB...
ナラティブの更新 Dec 22

SK: Steady Earnings And Cash Returns Will Support Future Share Momentum

Analysts have modestly lowered their price target for SEB to SEK 167 from SEK 180, citing a slightly higher discount rate while leaving fair value and core operating assumptions largely unchanged. Analyst Commentary Recent commentary from JPMorgan and other market observers underscores a broadly cautious stance on SEB, with the lower price target reflecting incremental changes in risk perception rather than a shift in the fundamental outlook.
ナラティブの更新 Dec 08

SK: Stable Earnings Profile Will Support Future Share Momentum

Analysts have modestly reduced their price target on SEB, trimming it by SEK 13 to SEK 167, citing slightly lower long term return assumptions. These are reflected in a marginally reduced discount rate and future P/E multiple.
分析記事 Nov 26

The Returns At SEB (EPA:SK) Aren't Growing

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
ナラティブの更新 Nov 24

SK: Margin Management And Cautious Outlook Will Support Upcoming Share Momentum

Narrative Update on SEB Analysts have lowered their price target for SEB, reducing it from SEK 180 to SEK 167. This change is attributed to a slightly reduced fair value estimate and a continued cautious outlook on growth and margins.
ナラティブの更新 Nov 06

SK: Organic Sales Stabilisation And Margin Optimism Will Drive Share Rebound

Analysts have lowered their price target for SEB from $81.10 to $77.20. They cited slight adjustments to growth forecasts and margin expectations.
ナラティブの更新 Oct 22

Analysts Lower SEB Valuation After Weaker Guidance and Softer Growth Outlook

Analysts have lowered SEB's fair value estimate by $4.00 to $81.10. They cite slightly softer revenue growth, a modest decrease in forecast profit margin, and an uptick in the discount rate.
ナラティブの更新 Oct 08

New Product Launches And APAC Expansion Will Unlock Future Value

Analysts have lowered their price target for SEB from €101.60 to €85.10, citing more severe-than-expected impacts from U.S. tariffs and revised assumptions for growth and profitability. Analyst Commentary Recent analyst revisions reflect a more cautious outlook for SEB, following increased exposure to U.S. tariffs and consequent impacts on the company's growth trajectory and profitability.
分析記事 Sep 25

Earnings Tell The Story For SEB SA (EPA:SK)

SEB SA's ( EPA:SK ) price-to-earnings (or "P/E") ratio of 26.3x might make it look like a strong sell right now...
分析記事 Aug 18

Does SEB (EPA:SK) Have A Healthy Balance Sheet?

ENXTPA:SK 1 Year Share Price vs Fair Value Explore SEB's Fair Values from the Community and select yours Legendary fund...
分析記事 Aug 02

Earnings Release: Here's Why Analysts Cut Their SEB SA (EPA:SK) Price Target To €102

Last week, you might have seen that SEB SA ( EPA:SK ) released its interim result to the market. The early response was...
分析記事 Jun 26

SEB SA's (EPA:SK) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 18.9x SEB SA ( EPA:SK ) may be sending bearish signals at the moment...
分析記事 May 30

SEB (EPA:SK) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 May 15

SEB's (EPA:SK) Upcoming Dividend Will Be Larger Than Last Year's

SEB SA's ( EPA:SK ) dividend will be increasing from last year's payment of the same period to €2.80 on 5th of June...
分析記事 May 14

It Looks Like SEB SA's (EPA:SK) CEO May Expect Their Salary To Be Put Under The Microscope

Key Insights SEB will host its Annual General Meeting on 20th of May Salary of €900.0k is part of CEO Stanislas de...
分析記事 May 09

SEB (EPA:SK) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Apr 25

An Intrinsic Calculation For SEB SA (EPA:SK) Suggests It's 41% Undervalued

Key Insights SEB's estimated fair value is €138 based on 2 Stage Free Cash Flow to Equity Current share price of €80.95...
分析記事 Apr 12

Investors Can Find Comfort In SEB's (EPA:SK) Earnings Quality

SEB SA's ( EPA:SK ) earnings announcement last week didn't impress shareholders. Despite the soft profit numbers, our...
分析記事 Mar 17

Should You Investigate SEB SA (EPA:SK) At €90.10?

SEB SA ( EPA:SK ), might not be a large cap stock, but it saw significant share price movement during recent months on...
分析記事 Mar 03

SEB (EPA:SK) Is Paying Out A Larger Dividend Than Last Year

SEB SA ( EPA:SK ) has announced that it will be increasing its periodic dividend on the 5th of June to €2.80, which...
分析記事 Mar 01

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

With a price-to-earnings (or "P/E") ratio of 20x SEB SA ( EPA:SK ) may be sending bearish signals at the moment, given...
分析記事 Jan 23

Investors Met With Slowing Returns on Capital At SEB (EPA:SK)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
User avatar
新しいナラティブ Dec 10

Innovation In Oil-Less Fryers, Vacuum Cleaners, And Coffee Machines Will Drive Revenue Growth And Margins

Accelerated growth in the consumer segment, driven by innovation, is boosting revenue and margins, especially in Europe and North America.
分析記事 Dec 09

Is SEB SA (EPA:SK) Trading At A 48% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SEB fair value estimate is €174 Current share price of €91.10...
分析記事 Nov 26

Should You Think About Buying SEB SA (EPA:SK) Now?

SEB SA ( EPA:SK ), is not the largest company out there, but it saw significant share price movement during recent...
分析記事 Oct 28

These 4 Measures Indicate That SEB (EPA:SK) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 28

SEB SA's (EPA:SK) Share Price Not Quite Adding Up

It's not a stretch to say that SEB SA's ( EPA:SK ) price-to-earnings (or "P/E") ratio of 13.9x right now seems quite...
分析記事 Sep 14

Return Trends At SEB (EPA:SK) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 Aug 16

Is Now The Time To Look At Buying SEB SA (EPA:SK)?

SEB SA ( EPA:SK ), is not the largest company out there, but it saw significant share price movement during recent...
分析記事 Jul 28

SEB SA (EPA:SK) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

SEB SA ( EPA:SK ) shareholders are probably feeling a little disappointed, since its shares fell 6.9% to €94.45 in the...
分析記事 Jul 12

A Look At The Fair Value Of SEB SA (EPA:SK)

Key Insights The projected fair value for SEB is €92.68 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Jun 26

Fewer Investors Than Expected Jumping On SEB SA (EPA:SK)

With a median price-to-earnings (or "P/E") ratio of close to 16x in France, you could be forgiven for feeling...
分析記事 Jun 11

Returns On Capital At SEB (EPA:SK) Have Hit The Brakes

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 May 24

SEB (EPA:SK) Has Announced That It Will Be Increasing Its Dividend To €2.62

SEB SA ( EPA:SK ) has announced that it will be increasing its dividend from last year's comparable payment on the 5th...
分析記事 Apr 27

SEB (EPA:SK) Has Announced That It Will Be Increasing Its Dividend To €2.62

The board of SEB SA ( EPA:SK ) has announced that it will be paying its dividend of €2.62 on the 5th of June, an...
分析記事 Apr 25

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 12

SEB (EPA:SK) Has Announced That It Will Be Increasing Its Dividend To €2.62

The board of SEB SA ( EPA:SK ) has announced that it will be paying its dividend of €2.62 on the 5th of June, an...
分析記事 Mar 18

SEB (EPA:SK) Is Increasing Its Dividend To €2.62

The board of SEB SA ( EPA:SK ) has announced that it will be paying its dividend of €2.62 on the 5th of June, an...
分析記事 Mar 09

SEB (EPA:SK) Has Some Way To Go To Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...

株主還元

SKFR Consumer DurablesFR 市場
7D-1.0%-2.2%-1.6%
1Y-39.2%-34.9%-1.2%

業界別リターン: SK過去 1 年間で-34.9 % の収益を上げたFrench Consumer Durables業界を下回りました。

リターン対市場: SKは、過去 1 年間で-1.2 % のリターンを上げたFrench市場を下回りました。

価格変動

Is SK's price volatile compared to industry and market?
SK volatility
SK Average Weekly Movement5.9%
Consumer Durables Industry Average Movement6.2%
Market Average Movement5.4%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market3.0%

安定した株価: SK 、 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: SKの 週次ボラティリティ ( 6% ) 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
185731,856Stanislas de Gramontwww.groupeseb.com

SEB SAは、西欧、その他欧州、中東、アフリカ、南北アメリカ、中国、その他アジアにおいて、家庭用小型機器の設計、製造、販売を行っている。消費者向け事業と業務用事業で事業を展開している。同社は、深型およびオイルレスフライヤー、炊飯器および圧力鍋、内食器具、サンドイッチメーカー、トースター、マルチクッカー、フィルターおよびポッドコーヒーメーカー、エスプレッソマシン、ケトル、家庭用ビールタップ、豆乳メーカー、ブレンダー、調理用フードプロセッサー、キッチンおよびジュースマシン、ミキサー、ビーター、カウンタートップオーブン、IHコンロなどを提供している。また、スチームアイロンとジェネレーター、衣類スチーマー、キャニスター型掃除機(ダストバッグ付き・なし)、スチーム掃除機とアップライト型掃除機、ハンディ型掃除機とロボット掃除機、真空ウィーパー、扇風機、ヒーター、空気処理・ヘアケア家電、脱毛器、浴室用体重計、スチームポッド、スポットクリーナー、空気清浄機、電気バリカン、ドライヤー、ストレートパーマ、カーラーも提供している。さらに、フライパン、ソースパン、ベークウェア、食品保存容器、カラフェ、フラスコ、サーモマグ、カトラリー、煮込み鍋、ココット、中華鍋、キッチンスケールや包丁、収納ボックス、ハンディミンサー、サーモマグなどのキッチン用品も提供している。さらに、クレープメーカー、ワッフルメーカー、プランチャ、プロ用およびコンシューマー用グリルの設計、製造、販売も行っている。同社は、Arno, Asia Vina, Calor, Clock, DASH, EMSA, imusa, Kaiser, Krupus, Maharaj Whiteline, MIRRO, Moulinex, OBH NORDICA, PANEX, PEBBLY, Rochedo, Rowenta, Samurai, Seb, SUPOR, Tefal T-fal、umco、WearEver、32 DUMAS、All-Clad、de Buyer、Krampouz、LACANCHE、Lagostina、Open'Cook、SABATIER、Silit、WMF、Forge Adour、Air'T、Ambassade de Bourgogne、Charvet、HEPP、La San Marco、Pacojet、Scaritech、Schaerer、Wilbur Curtis、Zummoの各ブランド。SEB SAは1857年に設立され、フランスのエキュリーに本社を置いている。

SEB SA 基礎のまとめ

SEB の収益と売上を時価総額と比較するとどうか。
SK 基礎統計学
時価総額€2.91b
収益(TTM)€244.60m
売上高(TTM)€8.17b
11.9x
PER(株価収益率
0.4x
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
SK 損益計算書(TTM)
収益€8.17b
売上原価€7.57b
売上総利益€600.90m
その他の費用€356.30m
収益€244.60m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 22, 2026

一株当たり利益(EPS)4.46
グロス・マージン7.36%
純利益率2.99%
有利子負債/自己資本比率90.4%

SK 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

5.3%
現在の配当利回り
63%
配当性向

SK 配当は確実ですか?

SK 配当履歴とベンチマークを見る
SK 、いつまでに購入すれば配当金を受け取れますか?
SEB 配当日
配当落ち日May 20 2026
配当支払日May 22 2026
配当落ちまでの日数5 days
配当支払日までの日数7 days

SK 配当は確実ですか?

SK 配当履歴とベンチマークを見る

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2026/05/14 05:33
終値2026/05/14 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

SEB SA 12 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。22

アナリスト機関
Gerhard OrgonasBerenberg
Fraser DonlonBerenberg
Marie-Line FortBernstein