View ValuationOeneo 将来の成長Future 基準チェック /16Oeneo利益と収益がそれぞれ年間4.7%と0.7%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8.8% 4.5%なると予測されています。主要情報4.7%収益成長率4.46%EPS成長率Packaging 収益成長34.0%収益成長率0.7%将来の株主資本利益率8.77%アナリストカバレッジLow最終更新日06 May 2026今後の成長に関する最新情報Price Target Changed • Nov 04Price target decreased by 7.1% to €9.97Down from €10.73, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of €9.24. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of €0.46 for next year compared to €0.46 last year.Price Target Changed • May 26Price target decreased by 11% to €10.47Down from €11.70, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €9.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.47 for next year compared to €0.45 last year.Price Target Changed • Apr 04Price target decreased by 8.0% to €12.45Down from €13.53, the current price target is an average from 2 analysts. New target price is 15% above last closing price of €10.85. Stock is down 17% over the past year. The company is forecast to post earnings per share of €0.43 for next year compared to €0.64 last year.分析記事 • Jun 17Analysts Are Updating Their Oeneo SA (EPA:SBT) Estimates After Its Full-Year ResultsOeneo SA ( EPA:SBT ) last week reported its latest full-year results, which makes it a good time for investors to dive...すべての更新を表示Recent updatesお知らせ • May 06Oeneo SA to Report Fiscal Year 2026 Results on Jun 11, 2026Oeneo SA announced that they will report fiscal year 2026 results on Jun 11, 2026お知らせ • Mar 24Oeneo SA (ENXTPA:SBT) commences an Equity Buyback Plan for 10% of its issued share capital, under the authorization approved on July 24, 2025.Oeneo SA (ENXTPA:SBT) commences share repurchases on March 17, 2026, under the program mandated by the shareholders in the Annual General Meeting held on July 24, 2025. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital. The maximum repurchase price is set at €17 per share. The purpose of the program is to meet the requirements arising from programs for the allocation of free shares to employees and/or corporate officers of the company and/or of affiliated companies, reduce the share capital by canceling treasury shares and meet the requirements arising from securities granting access to the share capital. The repurchase authorization is valid for 18 months.Price Target Changed • Nov 04Price target decreased by 7.1% to €9.97Down from €10.73, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of €9.24. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of €0.46 for next year compared to €0.46 last year.お知らせ • Nov 04Oeneo SA to Report Q1, 2026 Results on Dec 04, 2025Oeneo SA announced that they will report Q1, 2026 results at 5:40 PM, Central European Standard Time on Dec 04, 2025Upcoming Dividend • Sep 24Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 01 October 2025. Payment date: 03 October 2025. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (4.1%).分析記事 • Sep 19Oeneo (EPA:SBT) Will Pay A Dividend Of €0.35Oeneo SA's ( EPA:SBT ) investors are due to receive a payment of €0.35 per share on 3rd of October. This makes the...Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Jean Van Ruyskensvelde was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Declared Dividend • Jul 31Dividend of €0.35 announcedDividend of €0.35 is the same as last year. Ex-date: 1st October 2025 Payment date: 3rd October 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 25Oeneo Sa Approves the Payment of a Cash Dividend in Respect of the 2024-2025 Financial Year, Payable on October 3, 2025Oeneo SA at its AGM held on June 24, 2025, approved the payment of a cash dividend of 0.35 per share in respect of the 2024-2025 financial year. The ex- dividend date for the full amount has been set as October 1, 2025 and the dividend will be paid on October 3, 2025.お知らせ • Jun 19Oeneo SA, Annual General Meeting, Jul 24, 2025Oeneo SA, Annual General Meeting, Jul 24, 2025. Location: chateau pellisson 109 boulevard de paris, cognac FranceReported Earnings • Jun 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €0.46 (up from €0.45 in FY 2024). Revenue: €305.1m (flat on FY 2024). Net income: €29.8m (up 3.2% from FY 2024). Profit margin: 9.8% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.Price Target Changed • May 26Price target decreased by 11% to €10.47Down from €11.70, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €9.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.47 for next year compared to €0.45 last year.分析記事 • Apr 18Oeneo SA's (EPA:SBT) Price Is Out Of Tune With EarningsOeneo SA's ( EPA:SBT ) price-to-earnings (or "P/E") ratio of 19.7x might make it look like a sell right now compared to...分析記事 • Jan 18Does Oeneo (EPA:SBT) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Buy Or Sell Opportunity • Dec 13Now 23% overvaluedOver the last 90 days, the stock has fallen 6.2% to €9.66. The fair value is estimated to be €7.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Reported Earnings • Dec 06First half 2025 earnings releasedFirst half 2025 results: Revenue: €153.0m (flat on 1H 2024). Net income: €15.8m (up 7.2% from 1H 2024). Profit margin: 10% (in line with 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Packaging industry in Europe.Buy Or Sell Opportunity • Oct 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €9.62. The fair value is estimated to be €12.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jun 14Full year 2024 earnings released: EPS: €0.45 (vs €0.64 in FY 2023)Full year 2024 results: EPS: €0.45 (down from €0.64 in FY 2023). Revenue: €305.9m (down 12% from FY 2023). Net income: €28.9m (down 30% from FY 2023). Profit margin: 9.4% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.Price Target Changed • Apr 04Price target decreased by 8.0% to €12.45Down from €13.53, the current price target is an average from 2 analysts. New target price is 15% above last closing price of €10.85. Stock is down 17% over the past year. The company is forecast to post earnings per share of €0.43 for next year compared to €0.64 last year.分析記事 • Apr 03Oeneo SA's (EPA:SBT) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 20.2x Oeneo SA ( EPA:SBT ) may be sending bearish signals at the moment...Reported Earnings • Dec 09First half 2024 earnings releasedFirst half 2024 results: Revenue: €154.3m (down 11% from 1H 2023). Net income: €14.7m (down 33% from 1H 2023). Profit margin: 9.5% (down from 13% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.New Risk • Dec 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (209% cash payout ratio).分析記事 • Jun 17Analysts Are Updating Their Oeneo SA (EPA:SBT) Estimates After Its Full-Year ResultsOeneo SA ( EPA:SBT ) last week reported its latest full-year results, which makes it a good time for investors to dive...Reported Earnings • Jun 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.64 (up from €0.58 in FY 2022). Revenue: €348.2m (up 6.8% from FY 2022). Net income: €41.2m (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.分析記事 • Apr 15Here's What To Make Of Oeneo's (EPA:SBT) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Buying Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €16.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.分析記事 • Mar 25Estimating The Fair Value Of Oeneo SA (EPA:SBT)Key Insights Oeneo's estimated fair value is €16.87 based on 2 Stage Free Cash Flow to Equity With €14.00 share price...Reported Earnings • Dec 03First half 2023 earnings releasedFirst half 2023 results: Revenue: €173.3m (up 9.3% from 1H 2022). Net income: €21.9m (up 21% from 1H 2022). Profit margin: 13% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Packaging industry in Europe.分析記事 • Aug 18Oeneo's (EPA:SBT) Returns Have Hit A WallThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Jun 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €0.58 (up from €0.49 in FY 2021). Revenue: €327.5m (up 20% from FY 2021). Net income: €37.1m (up 18% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 4.6%, compared to a 18% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 04Is Oeneo SA (EPA:SBT) Worth €15.0 Based On Its Intrinsic Value?Does the June share price for Oeneo SA ( EPA:SBT ) reflect what it's really worth? Today, we will estimate the stock's...分析記事 • May 13Here's What To Make Of Oeneo's (EPA:SBT) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Feb 24Oeneo (EPA:SBT) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Dec 08First half 2022 earnings: Revenues in line with analyst expectationsFirst half 2022 results: Revenue: €158.6m (up 21% from 1H 2021). Net income: €18.1m (up 27% from 1H 2021). Profit margin: 11% (in line with 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.1%, compared to a 12% growth forecast for the industry in France.Reported Earnings • Jun 25Full year 2021 earnings released: EPS €0.49 (vs €0.46 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €273.0m (down 6.0% from FY 2020). Net income: €31.5m (up 6.8% from FY 2020). Profit margin: 12% (up from 10% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.Is New 90 Day High Low • Mar 08New 90-day low: €10.60The company is down 2.0% from its price of €10.84 on 08 December 2020. The French market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.69 per share.Is New 90 Day High Low • Sep 22New 90-day low: €10.76The company is down 2.0% from its price of €11.00 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Packaging industry, which is also down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.20 per share.業績と収益の成長予測ENXTPA:SBT - 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3/31/202829530305323/31/202729430345833/31/202628828325439/30/2025292275272N/A6/30/2025299294562N/A3/31/2025305303853N/A12/31/2024305303449N/A9/30/2024304303046N/A6/30/2024305292847N/A3/31/2024306292749N/A12/31/2023318312144N/A9/30/2023329341539N/A6/30/2023339381840N/A3/31/2023348412241N/A12/31/2022344412140N/A9/30/2022341412038N/A6/30/2022333392041N/A3/31/2022326372044N/A12/31/2021313363456N/A9/30/2021300354869N/A6/30/2021286335169N/A3/31/2021273325369N/A12/31/2020276304259N/A9/30/2020278283049N/A6/30/2020284292342N/A3/31/2020290301635N/A12/31/201928630924N/A9/30/201928231113N/A6/30/201927630N/A10N/A3/31/201926928N/A7N/A12/31/201826227N/A11N/A9/30/201825427N/A14N/A6/30/201825129N/A22N/A3/31/201824931N/A30N/A9/30/201722031N/A39N/A6/30/201722130N/A39N/A3/31/201722228N/A40N/A12/31/201624326N/A32N/A9/30/201624026N/A25N/A6/30/201622525N/A22N/A3/31/201621123N/A20N/A12/31/201519823N/A17N/A9/30/201518422N/A14N/A6/30/201517822N/A17N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SBTの予測収益成長率 (年間4.7% ) は 貯蓄率 ( 2.5% ) を上回っています。収益対市場: SBTの収益 ( 4.7% ) French市場 ( 12.2% ) よりも低い成長が予測されています。高成長収益: SBT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: SBTの収益 ( 0.7% ) 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: SBTの収益 ( 0.7% ) 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: SBT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 ( 8.8 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/05/07 09:20終値2026/05/07 00:00収益2025/09/30年間収益2025/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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Oeneo SA 3 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。5 アナリスト機関Mohamed MansourDegroof PetercamChristine RopertGilbert DupontStephanie LefebvreGilbert Dupont2 その他のアナリストを表示
Price Target Changed • Nov 04Price target decreased by 7.1% to €9.97Down from €10.73, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of €9.24. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of €0.46 for next year compared to €0.46 last year.
Price Target Changed • May 26Price target decreased by 11% to €10.47Down from €11.70, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €9.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.47 for next year compared to €0.45 last year.
Price Target Changed • Apr 04Price target decreased by 8.0% to €12.45Down from €13.53, the current price target is an average from 2 analysts. New target price is 15% above last closing price of €10.85. Stock is down 17% over the past year. The company is forecast to post earnings per share of €0.43 for next year compared to €0.64 last year.
分析記事 • Jun 17Analysts Are Updating Their Oeneo SA (EPA:SBT) Estimates After Its Full-Year ResultsOeneo SA ( EPA:SBT ) last week reported its latest full-year results, which makes it a good time for investors to dive...
お知らせ • May 06Oeneo SA to Report Fiscal Year 2026 Results on Jun 11, 2026Oeneo SA announced that they will report fiscal year 2026 results on Jun 11, 2026
お知らせ • Mar 24Oeneo SA (ENXTPA:SBT) commences an Equity Buyback Plan for 10% of its issued share capital, under the authorization approved on July 24, 2025.Oeneo SA (ENXTPA:SBT) commences share repurchases on March 17, 2026, under the program mandated by the shareholders in the Annual General Meeting held on July 24, 2025. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital. The maximum repurchase price is set at €17 per share. The purpose of the program is to meet the requirements arising from programs for the allocation of free shares to employees and/or corporate officers of the company and/or of affiliated companies, reduce the share capital by canceling treasury shares and meet the requirements arising from securities granting access to the share capital. The repurchase authorization is valid for 18 months.
Price Target Changed • Nov 04Price target decreased by 7.1% to €9.97Down from €10.73, the current price target is an average from 3 analysts. New target price is 7.9% above last closing price of €9.24. Stock is down 6.3% over the past year. The company is forecast to post earnings per share of €0.46 for next year compared to €0.46 last year.
お知らせ • Nov 04Oeneo SA to Report Q1, 2026 Results on Dec 04, 2025Oeneo SA announced that they will report Q1, 2026 results at 5:40 PM, Central European Standard Time on Dec 04, 2025
Upcoming Dividend • Sep 24Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 01 October 2025. Payment date: 03 October 2025. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of French dividend payers (5.4%). In line with average of industry peers (4.1%).
分析記事 • Sep 19Oeneo (EPA:SBT) Will Pay A Dividend Of €0.35Oeneo SA's ( EPA:SBT ) investors are due to receive a payment of €0.35 per share on 3rd of October. This makes the...
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Director Jean Van Ruyskensvelde was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Declared Dividend • Jul 31Dividend of €0.35 announcedDividend of €0.35 is the same as last year. Ex-date: 1st October 2025 Payment date: 3rd October 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 25Oeneo Sa Approves the Payment of a Cash Dividend in Respect of the 2024-2025 Financial Year, Payable on October 3, 2025Oeneo SA at its AGM held on June 24, 2025, approved the payment of a cash dividend of 0.35 per share in respect of the 2024-2025 financial year. The ex- dividend date for the full amount has been set as October 1, 2025 and the dividend will be paid on October 3, 2025.
お知らせ • Jun 19Oeneo SA, Annual General Meeting, Jul 24, 2025Oeneo SA, Annual General Meeting, Jul 24, 2025. Location: chateau pellisson 109 boulevard de paris, cognac France
Reported Earnings • Jun 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €0.46 (up from €0.45 in FY 2024). Revenue: €305.1m (flat on FY 2024). Net income: €29.8m (up 3.2% from FY 2024). Profit margin: 9.8% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.
Price Target Changed • May 26Price target decreased by 11% to €10.47Down from €11.70, the current price target is an average from 3 analysts. New target price is 12% above last closing price of €9.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.47 for next year compared to €0.45 last year.
分析記事 • Apr 18Oeneo SA's (EPA:SBT) Price Is Out Of Tune With EarningsOeneo SA's ( EPA:SBT ) price-to-earnings (or "P/E") ratio of 19.7x might make it look like a sell right now compared to...
分析記事 • Jan 18Does Oeneo (EPA:SBT) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Buy Or Sell Opportunity • Dec 13Now 23% overvaluedOver the last 90 days, the stock has fallen 6.2% to €9.66. The fair value is estimated to be €7.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Reported Earnings • Dec 06First half 2025 earnings releasedFirst half 2025 results: Revenue: €153.0m (flat on 1H 2024). Net income: €15.8m (up 7.2% from 1H 2024). Profit margin: 10% (in line with 1H 2024). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Packaging industry in Europe.
Buy Or Sell Opportunity • Oct 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €9.62. The fair value is estimated to be €12.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.1% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jun 14Full year 2024 earnings released: EPS: €0.45 (vs €0.64 in FY 2023)Full year 2024 results: EPS: €0.45 (down from €0.64 in FY 2023). Revenue: €305.9m (down 12% from FY 2023). Net income: €28.9m (down 30% from FY 2023). Profit margin: 9.4% (down from 12% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
Price Target Changed • Apr 04Price target decreased by 8.0% to €12.45Down from €13.53, the current price target is an average from 2 analysts. New target price is 15% above last closing price of €10.85. Stock is down 17% over the past year. The company is forecast to post earnings per share of €0.43 for next year compared to €0.64 last year.
分析記事 • Apr 03Oeneo SA's (EPA:SBT) Business Is Yet to Catch Up With Its Share PriceWith a price-to-earnings (or "P/E") ratio of 20.2x Oeneo SA ( EPA:SBT ) may be sending bearish signals at the moment...
Reported Earnings • Dec 09First half 2024 earnings releasedFirst half 2024 results: Revenue: €154.3m (down 11% from 1H 2023). Net income: €14.7m (down 33% from 1H 2023). Profit margin: 9.5% (down from 13% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
New Risk • Dec 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (209% cash payout ratio).
分析記事 • Jun 17Analysts Are Updating Their Oeneo SA (EPA:SBT) Estimates After Its Full-Year ResultsOeneo SA ( EPA:SBT ) last week reported its latest full-year results, which makes it a good time for investors to dive...
Reported Earnings • Jun 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.64 (up from €0.58 in FY 2022). Revenue: €348.2m (up 6.8% from FY 2022). Net income: €41.2m (up 11% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
分析記事 • Apr 15Here's What To Make Of Oeneo's (EPA:SBT) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Buying Opportunity • Apr 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €16.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.
分析記事 • Mar 25Estimating The Fair Value Of Oeneo SA (EPA:SBT)Key Insights Oeneo's estimated fair value is €16.87 based on 2 Stage Free Cash Flow to Equity With €14.00 share price...
Reported Earnings • Dec 03First half 2023 earnings releasedFirst half 2023 results: Revenue: €173.3m (up 9.3% from 1H 2022). Net income: €21.9m (up 21% from 1H 2022). Profit margin: 13% (up from 11% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Packaging industry in Europe.
分析記事 • Aug 18Oeneo's (EPA:SBT) Returns Have Hit A WallThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Jun 15Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €0.58 (up from €0.49 in FY 2021). Revenue: €327.5m (up 20% from FY 2021). Net income: €37.1m (up 18% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 4.6%, compared to a 18% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 04Is Oeneo SA (EPA:SBT) Worth €15.0 Based On Its Intrinsic Value?Does the June share price for Oeneo SA ( EPA:SBT ) reflect what it's really worth? Today, we will estimate the stock's...
分析記事 • May 13Here's What To Make Of Oeneo's (EPA:SBT) Decelerating Rates Of ReturnTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Feb 24Oeneo (EPA:SBT) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Dec 08First half 2022 earnings: Revenues in line with analyst expectationsFirst half 2022 results: Revenue: €158.6m (up 21% from 1H 2021). Net income: €18.1m (up 27% from 1H 2021). Profit margin: 11% (in line with 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.1%, compared to a 12% growth forecast for the industry in France.
Reported Earnings • Jun 25Full year 2021 earnings released: EPS €0.49 (vs €0.46 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: €273.0m (down 6.0% from FY 2020). Net income: €31.5m (up 6.8% from FY 2020). Profit margin: 12% (up from 10% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Is New 90 Day High Low • Mar 08New 90-day low: €10.60The company is down 2.0% from its price of €10.84 on 08 December 2020. The French market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.69 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €10.76The company is down 2.0% from its price of €11.00 on 24 June 2020. The French market is up 1.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Packaging industry, which is also down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.20 per share.