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Pluxee N.V.ENXTPA:PLX 株式レポート

時価総額 €1.7b
株価
€11.86
€17.61
32.7% 割安 内在価値ディスカウント
1Y-40.1%
7D0.6%
1D
ポートフォリオ価値
表示

Pluxee N.V.

ENXTPA:PLX 株式レポート

時価総額:€1.7b

Pluxee(PLX)株式概要

Pluxee N.V.は、フランス、ラテンアメリカ、ヨーロッパ大陸、および国際的な従業員福利厚生とエンゲージメント・ソリューション・サービスを提供している。 詳細

PLX 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1/6
過去の実績4/6
財務の健全性5/6
配当金2/6

報酬

リスク分析

リスクチェックの結果、PLX 、リスクは検出されなかった。

PLX Community Fair Values

Create Narrative

See what 24 others think this stock is worth. Follow their fair value or set your own to get alerts.

Pluxee N.V. 競合他社

価格と性能

株価の高値、安値、推移の概要Pluxee
過去の株価
現在の株価€11.86
52週高値€20.94
52週安値€9.91
ベータ0.60
1ヶ月の変化-1.74%
3ヶ月変化7.52%
1年変化-40.10%
3年間の変化n/a
5年間の変化n/a
IPOからの変化-60.35%

最新ニュース

ナラティブの更新 May 15

PLX: Lowered Future P/E And Execution Concerns Will Pressure Risk Reward

Analysts have reduced their average price target on Pluxee to €15, down from around €17.50. They cite recent cuts in targets at major firms and modest adjustments to discount rate, growth and P/E assumptions.
ナラティブの更新 Apr 29

PLX: Lowered Growth And Margin Assumptions Will Pressure Future Risk Reward

Pluxee's consensus analyst price target has been reduced by about €8, with analysts citing updated assumptions for revenue growth, profit margins and P/E multiples following recent price target cuts from firms including JPMorgan and Deutsche Bank. Analyst Commentary Recent research updates signal a more cautious stance on Pluxee, with several bearish analysts trimming price targets to reflect revised assumptions for growth, profitability and the valuation investors may be willing to pay through the cycle.
分析記事 Apr 20

Pluxee N.V. (EPA:PLX) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates

It's been a pretty great week for Pluxee N.V. ( EPA:PLX ) shareholders, with its shares surging 10% to €12.11 in the...

Recent updates

ナラティブの更新 May 15

PLX: Lowered Future P/E And Execution Concerns Will Pressure Risk Reward

Analysts have reduced their average price target on Pluxee to €15, down from around €17.50. They cite recent cuts in targets at major firms and modest adjustments to discount rate, growth and P/E assumptions.
ナラティブの更新 Apr 29

PLX: Lowered Growth And Margin Assumptions Will Pressure Future Risk Reward

Pluxee's consensus analyst price target has been reduced by about €8, with analysts citing updated assumptions for revenue growth, profit margins and P/E multiples following recent price target cuts from firms including JPMorgan and Deutsche Bank. Analyst Commentary Recent research updates signal a more cautious stance on Pluxee, with several bearish analysts trimming price targets to reflect revised assumptions for growth, profitability and the valuation investors may be willing to pay through the cycle.
分析記事 Apr 20

Pluxee N.V. (EPA:PLX) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates

It's been a pretty great week for Pluxee N.V. ( EPA:PLX ) shareholders, with its shares surging 10% to €12.11 in the...
ナラティブの更新 Apr 13

PLX: Cautious Reset In Expectations Will Shape Future Risk Reward Profile

Narrative Update on Pluxee The analyst price target for Pluxee is now set at €15, with this reset framed by analysts as a reflection of more cautious expectations that are broadly consistent with recent target cuts across the Street. Analyst Commentary Recent research on Pluxee points to a more cautious tone, with several bearish analysts resetting expectations and highlighting risks around the current share price.
ナラティブの更新 Mar 30

PLX: Reset Expectations And Higher Margins Will Support Upside Potential

Narrative Update on Pluxee The analyst price target for Pluxee has edged down by about €0.10 to €22.90 as analysts factor in reduced revenue growth assumptions, tighter profit margin expectations, and recent target cuts from firms such as JPMorgan, Deutsche Bank, and UBS. Analyst Commentary Recent Street research around Pluxee has centered on cuts to price targets and at least one downgrade, including a €2.50 reduction in the target from JPMorgan and a move to a €15 target from €23 at another major bank.
ナラティブの更新 Mar 16

PLX: Cautious Outlook And Dividend Plan Will Shape Future Risk Reward Profile

Narrative Update The analyst price target for Pluxee has shifted from €23 to €15. Analysts cite recent downgrades and a more cautious stance on the shares as key reasons for the change.
ナラティブの更新 Mar 02

PLX: Revised Outlook Will Pressure Margins And Justify A Lower P E Multiple

Analysts have reduced their price target for Pluxee from €17.50 to €10.00, citing more cautious assumptions on revenue growth, profit margins and future P/E multiples following recent research, including the UBS downgrade. Analyst Commentary Bearish analysts are using the recent research, including the UBS downgrade, to justify more cautious expectations on Pluxee.
ナラティブの更新 Feb 16

PLX: Future Dividend Payout Will Underpin Upside Despite Recent Downgrade

Analysts have reduced their price target on Pluxee from about €19.44 to around €17.61, citing more cautious assumptions on revenue growth and valuation multiples following recent research updates and the UBS downgrade. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price target of around €17.61 as still reflecting an opportunity for execution on Pluxee’s business plan if management delivers on current revenue assumptions.
ナラティブの更新 Feb 02

PLX: Brazil Regulation Will Shape Upside As €23 Floor Gains Support

Analysts have reduced their price target on Pluxee to €23 from €33, citing concerns about regulatory risk in Brazil and recent rating downgrades. They have maintained their fair value assessment at €23.
ナラティブの更新 Jan 19

PLX: Future Dividend And Buyback Support Will Offset Brazil Regulation Risk

Narrative Update The updated analyst price target on Pluxee moves to an implied fair value of €19.44 from €19.05, as analysts factor in revised growth, margin, discount rate and future P/E assumptions alongside mixed recent rating and price target changes around €23.00. Analyst Commentary Recent Street research on Pluxee points to a more balanced stance, with one high profile bank modestly lifting its target and another cutting both rating and target as they reassess regulatory risk and valuation assumptions.
ナラティブの更新 Jan 04

PLX: Brazil Regulation Will Define Upside As Profitability Stays Resilient

Analysts have lowered their blended price target on Pluxee from EUR 33.77 to EUR 23.00. This reflects more cautious assumptions on revenue growth and valuation multiples amid rising regulatory risk in Brazil, partially offset by stable profitability expectations.
ナラティブの更新 Dec 21

PLX: Future Dividend Stream Will Outweigh Emerging Brazil Regulatory Headwinds

Analysts have trimmed their price target on Pluxee by roughly EUR 1.50 per share. This reflects a slightly higher discount rate on softer revenue growth expectations, partly offset by improved margin and valuation assumptions amid evolving regulatory risks in Brazil.
分析記事 Dec 18

Pluxee's (EPA:PLX) Shareholders Will Receive A Bigger Dividend Than Last Year

Pluxee N.V. ( EPA:PLX ) has announced that it will be increasing its dividend from last year's comparable payment on...
ナラティブの更新 Dec 07

PLX: Future Dividend Stream Will Outweigh Brazil And France Regulatory Pressures

Pluxee's analyst price target has been revised modestly lower to about EUR 20.60 from approximately EUR 21.35, as analysts factor in increased regulatory risks in Brazil and France along with slightly softer assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research reveals a mixed outlook on Pluxee, with valuation targets converging around the low to mid EUR 20s as analysts balance regulatory concerns against the company’s structural growth profile.
ナラティブの更新 Nov 23

PLX: Future Dividend Growth Will Offset Concerns About France Tax Changes

Analysts have lowered their price target for Pluxee from approximately €22.51 to €21.35. They cite concerns over slowing revenue growth, increased regulatory risks, and pressure on profit margins.
分析記事 Nov 18

Pluxee's (EPA:PLX) Shareholders Will Receive A Bigger Dividend Than Last Year

Pluxee N.V.'s ( EPA:PLX ) dividend will be increasing from last year's payment of the same period to €0.38 on 23rd of...
ナラティブの更新 Nov 06

PLX: Shares Will Reflect Dividend Uplift While Navigating French Tax Risks

Analysts have slightly raised their price target for Pluxee by €0.50 to €23. They cited incremental improvements in revenue growth, but also cautioned about potential risks to profitability and valuation multiples.
分析記事 Nov 02

Pluxee (EPA:PLX) Is Increasing Its Dividend To €0.38

Pluxee N.V. ( EPA:PLX ) has announced that it will be increasing its periodic dividend on the 23rd of December to...
分析記事 Oct 29

Should You Be Adding Pluxee (EPA:PLX) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブの更新 Oct 22

Analysts Revise Pluxee Outlook Amid Tax Concerns and Adjust Forecasts

Analysts have lowered their price target for Pluxee from €27.30 to €17.50. They cite concerns over potential new taxation on employee benefits in France, which could impact the company's outlook.
ナラティブの更新 Oct 08

M&A Activities And Santander And Cobee Deals Will Expand Reach

Analysts have lowered their price target for Pluxee from €23.75 to €23.07. They cite renewed concerns over potential changes in French tax policy and shifts in future growth expectations.
ナラティブの更新 Sep 16

M&A Activities And Santander And Cobee Deals Will Expand Reach

Pluxee’s consensus price target was lowered to €23.75 amid heightened regulatory and policy risks in France—including potential new taxation on employee benefits—and a more cautious macro outlook, prompting downward revisions in earnings estimates and sector valuations. Analyst Commentary Increased uncertainty following reports of potential new taxation on employee benefits in France, which directly impacts Pluxee’s business model and growth prospects.
分析記事 Apr 19

Pluxee N.V. (EPA:PLX) Interim Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders will be ecstatic, with their stake up 22% over the past week following Pluxee N.V. 's ( EPA:PLX ) latest...
User avatar
新しいナラティブ Feb 15

Independence And Partnerships With Santander And Cobee Will Improve Operational Efficiency

Enhanced operational efficiency and recent M&A activities, including strategic partnerships and acquisitions, are expected to bolster business volumes and revenue growth.
分析記事 Aug 16

Is Pluxee (EPA:PLX) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 May 02

Pluxee (EPA:PLX) Has A Rock Solid Balance Sheet

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

株主還元

PLXFR Diversified FinancialFR 市場
7D0.6%0.2%1.1%
1Y-40.1%-49.0%2.0%

業界別リターン: PLX過去 1 年間で-49 % の収益を上げたFrench Diversified Financial業界を上回りました。

リターン対市場: PLXは、過去 1 年間で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 PLX's price volatile compared to industry and market?
PLX volatility
PLX Average Weekly Movement4.1%
Diversified Financial Industry Average Movement6.0%
Market Average Movement5.5%
10% most volatile stocks in FR Market11.0%
10% least volatile stocks in FR Market2.9%

安定した株価: PLX 、 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: PLX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
20225,541Aurelien Sonetwww.pluxeegroup.com

Pluxee N.V.は、フランス、ラテンアメリカ、ヨーロッパ大陸、および国際的な従業員福利厚生とエンゲージメント・ソリューション・サービスを提供している。同社は、食事、ギフト、モビリティ、トレーニング、ウェルネスベネフィット、心身の福利厚生、レジャーと文化、ハイブリッドワーク、トレーニング、ユニフォームなどの従業員ベネフィット、報酬と表彰、公的福利厚生、燃料と車両管理などのその他の製品とサービスを提供している。同社の製品はプリペイドカード、デジタルソリューション、紙のバウチャーを通じて流通している。Pluxee N.V.の前身はSodexo Asset Management 2 B.V.で、2023年12月にPluxee N.V.に社名変更した。同社は2022年に法人化され、フランスのイッシー・レ・ムリノーに本社を置いている。

Pluxee N.V. 基礎のまとめ

Pluxee の収益と売上を時価総額と比較するとどうか。
PLX 基礎統計学
時価総額€1.68b
収益(TTM)€205.00m
売上高(TTM)€1.31b
8.2x
PER(株価収益率
1.3x
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
PLX 損益計算書(TTM)
収益€1.31b
売上原価€818.00m
売上総利益€489.00m
その他の費用€284.00m
収益€205.00m

直近の収益報告

Feb 28, 2026

次回決算日

Oct 29, 2026

一株当たり利益(EPS)1.45
グロス・マージン37.41%
純利益率15.68%
有利子負債/自己資本比率274.5%

PLX 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

3.2%
現在の配当利回り
27%
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2026/05/31 02:15
終値2026/05/29 00:00
収益2026/02/28
年間収益2025/08/31

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

Pluxee N.V. 13 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。21

アナリスト機関
Pravin GondhaleBarclays
Sabrina BlancBernstein
Mourad LahmidiBNP Paribas