Wendel

ENXTPA:MF 株式レポート

時価総額:€3.8b

Wendel 将来の成長

Future 基準チェック /36

Wendel利益と収益がそれぞれ年間48%と2.5%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4.8% 48.8%なると予測されています。

主要情報

48.0%

収益成長率

48.84%

EPS成長率

Diversified Financial 収益成長43.5%
収益成長率2.5%
将来の株主資本利益率4.80%
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

分析記事 Mar 22

Wendel Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for Wendel ( EPA:MF ) shareholders, because the company has just released its latest yearly...
分析記事 Feb 09

We Might See A Profit From Wendel (EPA:MF) Soon

Wendel ( EPA:MF ) is possibly approaching a major achievement in its business, so we would like to shine some light on...

Recent updates

ナラティブの更新 May 18

MF: Index Exit And Portfolio Execution Will Support Future Rerating Potential

Analysts have trimmed their price target for Wendel from about €108.20 to roughly €106.70, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E multiples while keeping the overall thesis intact. What's in the News Wendel was removed as a constituent of the FTSE All-World Index (USD), which can influence how certain index-tracking funds and benchmarks gain exposure to the stock (Key Developments).
ナラティブの更新 Apr 17

MF: Discount Reset And Portfolio Execution Will Support Future Rerating Potential

Narrative update Analysts have trimmed their price target on Wendel to €108.20, reflecting slightly higher perceived risk that is now captured in a marginally lower discount rate and modestly adjusted long term P/E expectations, while leaving the underlying fair value estimate unchanged at €108.20. Analyst Commentary Recent research has focused less on changing the underlying fair value for Wendel and more on rebalancing how risk is priced into that view.
ナラティブの更新 Apr 03

MF: Discount Reset And Portfolio Execution Will Drive Future Upside Potential

Analysts have nudged their price target for Wendel to €108.20, a modest adjustment they link to updated assumptions around the group’s discount rate and long term P/E expectations following recent research moves, including a downgrade at Oddo BHF. Analyst Commentary Bullish Takeaways Bullish analysts see the revised €108.20 price target as still allowing room for upside if Wendel delivers on operational execution across its portfolio.
ナラティブの更新 Mar 19

MF: Discount Reset And Portfolio Execution Will Support Future Upside

Analysts have trimmed their price target on Wendel slightly from €108.40 to €108.20, citing revised assumptions on discount rates, revenue growth, profit margins and future P/E multiples following recent research updates and rating changes. Analyst Commentary Bullish Takeaways Bullish analysts still see support for Wendel's valuation near current levels, even with a slightly lower price target.
ナラティブの更新 Mar 05

MF: Downgrade And Higher Future P E Will Support Upside Potential

Analysts have adjusted their price target on Wendel to €108.40, reflecting updated assumptions for slightly higher revenue growth, a different profit margin profile and a much higher future P/E, particularly following recent downgrades highlighted in Street research. Analyst Commentary Recent Street research on Wendel has led to a downgrade, which sits in contrast to the higher price target and richer future P/E implied in the updated assumptions.
ナラティブの更新 Feb 19

MF: Potential Stahl Sale And Repriced Multiple Will Support Future Upside

Analysts have trimmed their price target on Wendel by about €2 to €108. They cite updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E multiples following recent research, including a downgrade by Oddo BHF.
ナラティブの更新 Feb 05

MF: Potential Stahl Sale Will Support Future Upside

Analysts have kept Wendel’s fair value estimate steady at €110.50, while slightly adjusting inputs such as the discount rate and assumed future P/E. This reflects updated views on the company’s risk profile and earnings multiple rather than a change in the headline price target.
ナラティブの更新 Jan 22

MF: Potential Stahl Sale And Portfolio Discipline Will Support Future Upside

Analysts have trimmed their fair value estimate for Wendel from €113.80 to €110.50. The change reflects slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in their updated models.
ナラティブの更新 Jan 07

MF: Portfolio Discipline And Monetizations Will Support Upside Despite Reduced Citi Optimism

Analysts now see slightly less upside for Wendel, with the consensus price target reduced from €118 to €111. This reflects updated views on the shares, while core valuation inputs such as fair value and long term assumptions remain largely unchanged.
ナラティブの更新 Dec 20

MF: Portfolio Discipline And Monetizations Will Narrow Discount And Drive Upside

Analysts have slightly reduced their price target on Wendel to EUR 111 from EUR 118, reflecting modestly softer long term revenue growth and profit margin assumptions while maintaining a positive view on the shares. Analyst Commentary Bullish analysts view the revised price target as still implying meaningful upside potential, arguing that the shares remain attractively valued relative to the company’s asset base and long term growth prospects.
ナラティブの更新 Dec 06

MF: Portfolio Monetizations Will Help Narrow Persistent Discount And Support Upside

Analysts have modestly reduced their price target on Wendel, trimming it from EUR 118 to EUR 111 as they fine tune their valuation assumptions despite largely unchanged growth and profitability expectations. Analyst Commentary Analysts interpret the lowered price target as a calibration of valuation assumptions rather than a fundamental shift in the investment case, with the Buy rating reaffirming a broadly constructive stance on Wendel.
ナラティブの更新 Nov 22

MF: Lower Discount Rate And Steady Margins Will Support Upside Potential

Narrative Update: Analyst Price Target Change for Wendel Analysts have raised their fair value estimate for Wendel from €112.25 to €113.80, citing updated assumptions on the discount rate and profit expectations based on recent market insights. Analyst Commentary Bullish Takeaways Bullish analysts maintain a positive outlook on Wendel, sustaining a Buy rating despite the recent adjustment of the price target.
ナラティブの更新 Nov 07

MF: Confidence In Sustainable Execution Will Likely Drive Shares Higher

Narrative Update on Wendel Analysts have slightly raised their fair value estimate for Wendel, increasing the price target from €111 to €112.25. This change is attributed to refinements in core financial assumptions, despite recent street research adjustments.
ナラティブの更新 Oct 24

Profit Margin Gains And Revenue Upside Will Drive Long-Term Share Performance

Narrative Update on Wendel: Analyst Price Target Adjustment Analysts have lowered their price target for Wendel from €117 to €111, citing a modest reduction in fair value estimates. This adjustment comes despite improved profit margin and revenue growth forecasts.
分析記事 Apr 25

Wendel (EPA:MF) Is Paying Out A Larger Dividend Than Last Year

The board of Wendel ( EPA:MF ) has announced that it will be paying its dividend of €4.70 on the 23rd of May, an...
分析記事 Apr 05

Wendel (EPA:MF) Is Increasing Its Dividend To €4.70

The board of Wendel ( EPA:MF ) has announced that the dividend on 23rd of May will be increased to €4.70, which will be...
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新しいナラティブ Mar 02

Acquisitions Of IK Partners And Monroe Capital Will Diversify Asset Management Business

Strategic acquisitions and portfolio adjustments are enhancing Wendel's growth and cash flow, supporting increased dividend payouts and improving the company's financial health.
分析記事 Apr 08

Wendel (EPA:MF) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 70x Wendel ( EPA:MF ) may be sending very bearish signals at the moment...
分析記事 Dec 18

Subdued Growth No Barrier To Wendel's (EPA:MF) Price

With a median price-to-earnings (or "P/E") ratio of close to 15x in France, you could be forgiven for feeling...
分析記事 Aug 20

Market Cool On Wendel's (EPA:MF) Earnings

With a median price-to-earnings (or "P/E") ratio of close to 14x in France, you could be forgiven for feeling...
分析記事 Jun 10

Wendel's (EPA:MF) Dividend Will Be Increased To €3.20

The board of Wendel ( EPA:MF ) has announced that it will be paying its dividend of €3.20 on the 21st of June, an...
分析記事 May 25

Wendel (EPA:MF) Is Increasing Its Dividend To €3.20

Wendel ( EPA:MF ) will increase its dividend from last year's comparable payment on the 21st of June to €3.20. The...
分析記事 May 11

Wendel's (EPA:MF) Upcoming Dividend Will Be Larger Than Last Year's

Wendel ( EPA:MF ) will increase its dividend from last year's comparable payment on the 21st of June to €3.20. Based on...
分析記事 Apr 21

Wendel (EPA:MF) Is Increasing Its Dividend To €3.20

Wendel ( EPA:MF ) has announced that it will be increasing its dividend from last year's comparable payment on the 21st...
分析記事 Feb 19

Is Now The Time To Put Wendel (EPA:MF) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Mar 22

Wendel Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a good week for Wendel ( EPA:MF ) shareholders, because the company has just released its latest yearly...
分析記事 Jun 23

Increases to CEO Compensation Might Be Put On Hold For Now at Wendel (EPA:MF)

The anaemic share price growth at Wendel ( EPA:MF ) over the past few years has probably not impressed shareholders and...
分析記事 Apr 05

Three Things You Should Check Before Buying Wendel (EPA:MF) For Its Dividend

Is Wendel ( EPA:MF ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can be...
分析記事 Mar 09

Wendel's (EPA:MF) Shareholders Are Down 31% On Their Shares

Many investors define successful investing as beating the market average over the long term. But in any portfolio...
分析記事 Feb 09

We Might See A Profit From Wendel (EPA:MF) Soon

Wendel ( EPA:MF ) is possibly approaching a major achievement in its business, so we would like to shine some light on...
分析記事 Jan 13

Do Institutions Own Wendel (EPA:MF) Shares?

The big shareholder groups in Wendel ( EPA:MF ) have power over the company. Generally speaking, as a company grows...
分析記事 Dec 17

Should Wendel (EPA:MF) Be Part Of Your Dividend Portfolio?

Dividend paying stocks like Wendel ( EPA:MF ) tend to be popular with investors, and for good reason - some research...
分析記事 Nov 26

If You Had Bought Wendel's (EPA:MF) Shares Three Years Ago You Would Be Down 32%

Wendel (EPA:MF) shareholders should be happy to see the share price up 19% in the last month. But that cannot eclipse...

業績と収益の成長予測

ENXTPA:MF - 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
12/31/20288,21479798N/A2
12/31/20278,4272868719714
12/31/20268,0792768589724
12/31/20257,783-1791,4861,695N/A
6/30/20257,617-631,4361,647N/A
3/31/20257,476-2171,4141,622N/A
12/31/20247,336-3711,3911,597N/A
9/30/20247,422-3181,2941,491N/A
6/30/20247,595-2651,1981,385N/A
3/31/20247,361-1041,1891,398N/A
12/31/20237,128581,1811,411N/A
9/30/20237,1301331,2201,485N/A
6/30/20237,0452091,2601,559N/A
3/31/20236,8961131,2421,526N/A
12/31/20226,746171,2241,493N/A
9/30/20226,9283791,1121,370N/A
6/30/20227,1107421,0011,247N/A
3/31/20227,3078751,0881,336N/A
12/31/20217,5041,0091,1751,424N/A
9/30/20217,1855251,2151,455N/A
6/30/20216,866411,2561,486N/A
3/31/20216,849-651,2181,442N/A
12/31/20206,832-1711,1791,399N/A
9/30/20207,266-1891,2561,487N/A
6/30/20207,700-2081,3331,576N/A
3/31/20207,905-1521,2411,500N/A
12/31/20198,111-961,1481,425N/A
9/30/20198,177-115N/A1,338N/A
6/30/20198,243-134N/A1,251N/A
3/31/20198,316-130N/A1,231N/A
12/31/20188,389-126N/A1,211N/A
9/30/20188,282-151N/A1,134N/A
6/30/20188,175-175N/A1,056N/A
3/31/20188,125-162N/A1,082N/A
12/31/20178,076-148N/A1,108N/A
9/30/20178,010-70N/A1,187N/A
6/30/20177,9448N/A1,267N/A
3/31/20177,813-247N/A1,301N/A
12/31/20167,683-502N/A1,336N/A
6/30/20167,870-658N/A1,417N/A
3/31/20167,777-406N/A1,426N/A
12/31/20157,683-154N/A1,435N/A
6/30/20156,390-73N/A1,192N/A

アナリストによる今後の成長予測

収入対貯蓄率: MFは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.5% ) よりも高い成長率であると考えられます。

収益対市場: MF今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: MF今後 3 年以内に収益を上げることが予想されます。

収益対市場: MFの収益 ( 2.5% ) French市場 ( 5.6% ) よりも低い成長が予測されています。

高い収益成長: MFの収益 ( 2.5% ) 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: MFの 自己資本利益率 は、3年後には低くなると予測されています ( 4.8 %)。


成長企業の発掘

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2026/05/22 20:46
終値2026/05/22 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

Wendel 4 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。11

アナリスト機関
Gerhard OrgonasBerenberg
Grégoire HermannBerenberg
Mourad LahmidiBNP Paribas