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Accor SAENXTPA:AC 株式レポート

時価総額 €10.7b
株価
n/a
1Y2.8%
7D-0.3%
1D-1.3%
ポートフォリオ価値
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Accor SA

ENXTPA:AC 株式レポート

時価総額:€10.7b

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Accor SA 競合他社

価格と性能

株価の高値、安値、推移の概要Accor
過去の株価
現在の株価€46.07
52週高値€52.00
52週安値€37.54
ベータ0.86
1ヶ月の変化-1.58%
3ヶ月変化6.13%
1年変化2.83%
3年間の変化41.28%
5年間の変化61.93%
IPOからの変化150.91%

最新ニュース

ナラティブ更新 Aug 14

AC: Asset Light Transition And Las Vegas Expansion Will Support Re Rating

Accor's analyst price target has edged higher to around €60 on average, as analysts adjust their models for a slightly lower fair value estimate of €68.33, a higher discount rate of 9.18% and modest changes to revenue growth, profit margin and future P/E assumptions that are reflected in recent Street research. Analyst Commentary Recent research on Accor shows a mix of views, but there are clear pockets of optimism around the stock.
ナラティブ更新 Jul 31

AC: Essendi Exit And Loyalty Alliances Will Shape A Balanced Outlook

Accor's analyst price target has been revised slightly lower, with updated fair value assumptions now pointing to €41.60, as analysts factor in modest adjustments to the discount rate, revenue growth, profit margin and future P/E expectations, alongside mixed recent Street views that range from Equal Weight and Hold to higher Overweight-linked targets around €60. Analyst Commentary Recent research on Accor highlights a split in sentiment, with some firms setting higher price targets and others expressing more cautious views around execution and risk.

Recent updates

ナラティブ更新 Aug 14

AC: Asset Light Transition And Las Vegas Expansion Will Support Re Rating

Accor's analyst price target has edged higher to around €60 on average, as analysts adjust their models for a slightly lower fair value estimate of €68.33, a higher discount rate of 9.18% and modest changes to revenue growth, profit margin and future P/E assumptions that are reflected in recent Street research. Analyst Commentary Recent research on Accor shows a mix of views, but there are clear pockets of optimism around the stock.
ナラティブ更新 Jul 31

AC: Essendi Exit And Loyalty Alliances Will Shape A Balanced Outlook

Accor's analyst price target has been revised slightly lower, with updated fair value assumptions now pointing to €41.60, as analysts factor in modest adjustments to the discount rate, revenue growth, profit margin and future P/E expectations, alongside mixed recent Street views that range from Equal Weight and Hold to higher Overweight-linked targets around €60. Analyst Commentary Recent research on Accor highlights a split in sentiment, with some firms setting higher price targets and others expressing more cautious views around execution and risk.
新しいナラティブ Jul 10

Loyalty And Luxury Expansion Will Reshape This Hospitality Leader’s Earnings Profile

Catalysts About Accor Accor is a global hospitality group that operates and franchises hotels across segments from economy to Luxury & Lifestyle. What are the underlying business or industry changes driving this perspective?
新しいナラティブ Jun 25

Luxury Pivot And Franchise Shift Will Expose Slowing Fee Revenue Ahead

Catalysts About Accor Accor operates a global hotel group with brands across Economy, Midscale & Extended Stay, Premium, and Luxury & Lifestyle, generating fees from management, franchise and related services. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Jun 17

AC: Dividend Support And Higher Discount Rate Will Shape Future Upside

Accor's analyst price target has shifted modestly, with recent changes including a move up to €60 from €58 at one firm and several small reductions at others, as analysts adjust their views in line with updated assumptions and sector research. Analyst Commentary Recent price target revisions on Accor highlight a split view, with some bullish analysts lifting their targets while others trim theirs.
ナラティブ更新 Jun 03

AC: Dividend Visibility And Mixed Street Views Will Support Future Upside

Analysts have inched up their fair value estimate for Accor to about €55.29 from roughly €55.16, reflecting slightly firmer profit margin assumptions and recent mixed revisions to Street price targets, including Citi's increase to €60 along with reductions from JPMorgan, Berenberg and Jefferies. Analyst Commentary Street research on Accor has been mixed, with some bullish analysts lifting price targets while others at large firms such as JPMorgan, Berenberg and Jefferies have trimmed theirs.
ナラティブ更新 May 10

AC: Softer Street Expectations Will Support Future Upside From Current Pessimism

Accor's analyst price target has been trimmed by about €0.60, with recent research pointing to slightly lower fair value estimates and modestly softer assumptions on growth and margins, even as some analysts continue to highlight what they see as cautious expectations already reflected in the stock. Analyst Commentary Recent research on Accor reflects a mix of optimism on valuation and caution around execution, with several firms adjusting their price targets and ratings in different directions.
ナラティブ更新 Apr 22

AC: Mixed Street Revisions Will Support Future Upside From Current Pessimism

Accor's analyst price target has been adjusted only marginally, with the updated fair value estimate moving from about €55.71 to €55.78, as analysts balance recent target trims at Berenberg, JPMorgan and Jefferies with more supportive views from firms that have highlighted what they see as an overly pessimistic valuation. Analyst Commentary Recent Street research on Accor presents a mix of cautious and constructive views, with price target adjustments moving in both directions and one upgrade that highlights debate around how the shares are valued versus the underlying business.
ナラティブ更新 Apr 06

AC: Higher Discount Rate And Refined Earnings Assumptions Will Support Future Upside

Accor's analyst fair value estimate has been trimmed by about €0.96. Analysts cite an updated discount rate and slightly revised assumptions on revenue growth, margins and future P/E as they fine tune models following a mix of recent target cuts and reaffirmed optimistic views on the stock's valuation.
ナラティブ更新 Mar 22

AC: Upgraded Rating And Refined Earnings Assumptions Will Support Future Upside

Accor's updated analyst price target shifts modestly in line with a fair value move from about €56.96 to €56.68, as analysts point to recent upgrades and higher Street targets around €52 to €61 as support for a slightly refined view on growth, margins and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to a cluster of higher price targets in the €55 to €61 range as evidence that current valuation assumptions may already reflect cautious scenarios on growth and margins.
ナラティブ更新 Mar 07

AC: Upgraded Rating And Higher Objectives Will Support Future Upside

The analyst price target for Accor has been raised from about €55.14 to about €56.96, as analysts cite Street research upgrades and higher price objectives as evidence that prior market expectations may have been overly pessimistic. Analyst Commentary Recent Street research on Accor has been clustered around upward adjustments to price targets and at least one upgrade in rating, pointing to a shift in how the stock's risk and reward profile is being framed.
ナラティブ更新 Feb 19

AC: Higher P/E Assumptions And Boardroom Shift Will Support Future Upside

Analysts have slightly raised their price target for Accor to about €55.14. This reflects updated assumptions on fair value, discount rate, growth, margins, and future P/E that align with recent research pointing to a €4 increase in targets.
ナラティブ更新 Feb 05

AC: Higher Earnings Execution And Lower Future P/E Are Expected To Support Upside

Analysts have nudged their price target on Accor slightly higher to €54.81, citing updated assumptions around revenue growth, profitability, and a modestly lower future P/E multiple as key drivers of the change. Analyst Commentary Recent price target adjustments around €54.81 highlight how analysts are refreshing their views on Accor, mainly around revenue assumptions, margin potential, and where the P/E multiple could reasonably sit over time.
ナラティブ更新 Jan 22

AC: Higher Forward P/E Assumptions Are Expected To Support Upside Potential

Analysts have nudged their price target for Accor slightly higher to about €54.69, reflecting modest adjustments to fair value inputs and updated views on growth, margins, and future P/E that are broadly in line with recent target raises cited in Street research. Analyst Commentary Bullish Takeaways Bullish analysts lifting their targets toward the mid €50s see current pricing as supported by updated fair value work, with the revised targets aligning with their refreshed P/E assumptions.
分析記事 Jan 21

Is There An Opportunity With Accor SA's (EPA:AC) 35% Undervaluation?

Key Insights The projected fair value for Accor is €70.34 based on 2 Stage Free Cash Flow to Equity Accor's €45.57...
ナラティブ更新 Jan 07

AC: Higher Margin Outlook Is Expected To Support Stronger Upside Potential

Analysts have nudged their fair value estimate for Accor higher to about €54.36 from roughly €53.51, citing a slightly higher blend of price targets, such as the recent move to €53, and modestly stronger profit margin assumptions, partly offset by more measured revenue growth expectations. Analyst Commentary Bullish analysts are slightly more constructive after the recent price target move to €53, which sits close to the updated fair value estimate.
分析記事 Jan 03

Some Confidence Is Lacking In Accor SA's (EPA:AC) P/E

With a price-to-earnings (or "P/E") ratio of 19.1x Accor SA ( EPA:AC ) may be sending bearish signals at the moment...
ナラティブ更新 Dec 14

AC: Lower Discount Rate Will Support Stronger Margin Outlook

Analysts have raised their price target on Accor from EUR 52.00 to EUR 53.00, citing a modestly lower discount rate and slightly improved profit margin expectations as key supports for the upward revision. Analyst Commentary Bullish analysts highlight that the higher price target reflects growing confidence in Accor's ability to expand margins and sustain profitable growth, even in a more normalized travel demand environment.
分析記事 Oct 24

Is Accor (EPA:AC) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 Oct 20

Expanding Pipeline And Asset-Light Focus Will Boost Global Upside

Accor’s analyst price target has been revised downward by EUR 0.54 to EUR 52.01. Analysts point to modestly reduced revenue growth and fair value expectations, despite stable ratings across the Street.
分析記事 Sep 25

Accor (EPA:AC) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
ナラティブ更新 Sep 05

Expanding Pipeline And Asset-Light Focus Will Boost Global Upside

Following Accor’s H1 results, analysts tempered earnings and price targets amid reduced visibility and headwinds in associate income and FX, while maintaining a broadly positive long-term outlook, leaving the consensus analyst price target unchanged at €52.55. Analyst Commentary Reduced visibility following Accor’s first half results has led to more cautious outlooks from bearish analysts.
分析記事 Aug 26

Shareholders Should Be Pleased With Accor SA's (EPA:AC) Price

It's not a stretch to say that Accor SA's ( EPA:AC ) price-to-earnings (or "P/E") ratio of 18x right now seems quite...
User avatar
新しいナラティブ Feb 23

Leveraging AI And GAIA 20 For Future Operational Efficiency And Sustainability

Accor's strategic use of AI and sustainability initiatives aims to boost operational efficiency and improve long-term margins and brand value.

株主還元

ACFR HospitalityFR 市場
7D-0.3%-0.5%-1.1%
1Y2.8%2.2%4.4%

業界別リターン: AC過去 1 年間で2.2 % のリターンをもたらしたFrench Hospitality業界と一致しました。

リターン対市場: ACは、過去 1 年間で4.4 % のリターンを上げたFrench市場を下回りました。

価格変動

Is AC's price volatile compared to industry and market?
AC volatility
AC Average Weekly Movement4.0%
Hospitality Industry Average Movement4.0%
Market Average Movement4.6%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.3%

安定した株価: AC 、 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: AC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
196018,640Sebastien Marie Bazingroup.accor.com/en

Accor SA は世界各地でホテルチェーンを展開している。プレミアム、ミッドスケール、エコノミー、ラグジュアリー&ライフスタイルの各セグメントで事業を展開している。プレミアム、ミッドスケール、エコノミーセグメントには、ヨーロッパと北アフリカ、中東、アフリカ、アジア太平洋、アメリカ大陸、中国で展開するイビス、ノボテル、メルキュール、スイスホテル、メーヴェンピック、プルマンの各ブランドが含まれる。ラグジュアリー&ライフスタイル部門には、ラッフルズ、フェアモント、ソフィテル、Mギャラリー、エンブレム、エニスモアの各ブランドが含まれる。また、ホテルの所有、リース、管理、フランチャイズも行っている。さらに、割引カードプログラム、ケータリング、イベント管理、デジタル、オンラインホテル予約、コンシェルジュサービス、イベント、高級レストラン、エンターテイメントなどのサービス、高級プライベートレジデンスのレンタル、パフォーマンス会場やコワーキングスペースの運営も行っている。さらに、ホテル管理、調達、資金管理、IT、広告サービス、各種アドバイザリーサービスも提供している。アコーSAは1960年に設立され、フランスのイッシー・レ・ムリノーに本社を置いている。

Accor SA 基礎のまとめ

Accor の収益と売上を時価総額と比較するとどうか。
AC 基礎統計学
時価総額€10.72b
収益(TTM)€230.00m
売上高(TTM)€5.65b
46.6x
PER(株価収益率
1.9x
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
AC 損益計算書(TTM)
収益€5.65b
売上原価€4.38b
売上総利益€1.28b
その他の費用€1.05b
収益€230.00m

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.99
グロス・マージン22.55%
純利益率4.07%
有利子負債/自己資本比率93.1%

AC 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

2.9%
現在の配当利回り
124%
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2026/08/17 02:59
終値2026/08/17 00:00
収益2026/06/30
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

Accor SA 14 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。32

アナリスト機関
Ricardo Benevides FreitasBanco Santander
Jaina MistryBarclays
Victoria Lee SternBarclays