View ValuationBoiron 将来の成長Future 基準チェック /06現在、 Boironの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Pharmaceuticals 収益成長16.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Sep 22Price target decreased by 19% to €33.30Down from €40.87, the current price target is an average from 2 analysts. New target price is 8.5% above last closing price of €30.70. Stock is down 43% over the past year. The company is forecast to post earnings per share of €1.65 for next year compared to €2.06 last year.Major Estimate Revision • Apr 04Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €539.8m to €508.0m. EPS estimate also fell from €2.74 per share to €2.17 per share. Net income forecast to shrink 17% next year vs 7.5% growth forecast for Pharmaceuticals industry in France . Consensus price target down from €40.87 to €39.60. Share price was steady at €34.20 over the past week.Price Target Changed • Oct 26Price target decreased by 7.3% to €43.93Down from €47.38, the current price target is an average from 3 analysts. New target price is 10% above last closing price of €39.85. Stock is down 11% over the past year. The company is forecast to post earnings per share of €2.60 for next year compared to €2.57 last year.Price Target Changed • Jul 11Price target decreased by 14% to €44.55Down from €51.67, the current price target is an average from 3 analysts. New target price is 12% below last closing price of €50.50. Stock is up 11% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.57 last year.Price Target Changed • Jul 22Price target increased to €52.67Up from €48.00, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €45.05. Stock is up 8.9% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.63 last year.Price Target Changed • Jan 25Price target increased to €47.33Up from €43.67, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €37.60. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of €1.42 for next year compared to €1.50 last year.すべての更新を表示Recent updatesUpcoming Dividend • May 27Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 03 June 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 72% and the cash payout ratio is 79%. Trailing yield: 4.8%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (4.7%).New Risk • May 22New major risk - Revenue and earnings growthEarnings have declined by 5.7% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 5.7% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Apr 23Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €1.88 (up from €0.65 in FY 2024). Revenue: €501.1m (up 2.8% from FY 2024). Net income: €32.6m (up 188% from FY 2024). Profit margin: 6.5% (up from 2.3% in FY 2024). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 08Dividend increased to €1.35Dividend of €1.35 is 13% higher than last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 4.9%, which is higher than the industry average of 3.9%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. EPS is expected to grow by 87% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 08Boiron SA, Annual General Meeting, May 21, 2026Boiron SA, Annual General Meeting, May 21, 2026. Location: messimy Franceお知らせ • Apr 07Boiron SA announces Annual dividend, payable on June 05, 2026Boiron SA announced Annual dividend of EUR 1.3500 per share payable on June 05, 2026, ex-date on June 03, 2026 and record date on June 04, 2026.New Risk • Apr 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Dec 05Is Boiron (EPA:BOI) 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...New Risk • Sep 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (184% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €29.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Pharmaceuticals industry in France. Total loss to shareholders of 6.7% over the past three years.Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to €23.50. The fair value is estimated to be €29.72, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 218% in the next 2 years.分析記事 • Sep 10Earnings Tell The Story For Boiron SA (EPA:BOI)Boiron SA's ( EPA:BOI ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a strong sell right now...Upcoming Dividend • May 27Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 5.1%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.9%).分析記事 • May 06There May Be Some Bright Spots In Boiron's (EPA:BOI) EarningsThe market for Boiron SA's ( EPA:BOI ) shares didn't move much after it posted weak earnings recently. We think that...New Risk • May 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 184% Cash payout ratio: 99% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).Reported Earnings • Apr 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €0.65 (down from €2.06 in FY 2023). Revenue: €487.6m (down 1.2% from FY 2023). Net income: €11.3m (down 68% from FY 2023). Profit margin: 2.3% (down from 7.3% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.分析記事 • Apr 18Boiron (EPA:BOI) Is Reducing Its Dividend To €1.20Boiron SA ( EPA:BOI ) is reducing its dividend to €1.20 on the 5th of Junewhich is 11% less than last year's comparable...Declared Dividend • Apr 17Dividend reduced to €1.20Dividend of €1.20 is 11% lower than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 4.9%, which is higher than the industry average of 3.9%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 9.9% to bring the payout ratio under control. EPS is expected to grow by 76% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 17Boiron SA announces Annual dividend, payable on June 05, 2025Boiron SA announced Annual dividend of EUR 1.2000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.お知らせ • Apr 15Boiron SA, Annual General Meeting, May 22, 2025Boiron SA, Annual General Meeting, May 22, 2025. Location: 2 avenue de l ouest lyonnais, messimy FranceNew Risk • Mar 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.9% net profit margin).分析記事 • Nov 23Market Participants Recognise Boiron SA's (EPA:BOI) EarningsWith a price-to-earnings (or "P/E") ratio of 20.6x Boiron SA ( EPA:BOI ) may be sending very bearish signals at the...New Risk • Sep 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Dividend yield: 4.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.9% net profit margin).Price Target Changed • Sep 22Price target decreased by 19% to €33.30Down from €40.87, the current price target is an average from 2 analysts. New target price is 8.5% above last closing price of €30.70. Stock is down 43% over the past year. The company is forecast to post earnings per share of €1.65 for next year compared to €2.06 last year.Upcoming Dividend • May 27Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of French dividend payers (5.1%). In line with average of industry peers (3.8%).Declared Dividend • Apr 17First half dividend of €1.35 announcedShareholders will receive a dividend of €1.35. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 34%, which is higher than the industry average of 3.9%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 1.3% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.Major Estimate Revision • Apr 04Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €539.8m to €508.0m. EPS estimate also fell from €2.74 per share to €2.17 per share. Net income forecast to shrink 17% next year vs 7.5% growth forecast for Pharmaceuticals industry in France . Consensus price target down from €40.87 to €39.60. Share price was steady at €34.20 over the past week.New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Mar 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (107% cash payout ratio).Price Target Changed • Oct 26Price target decreased by 7.3% to €43.93Down from €47.38, the current price target is an average from 3 analysts. New target price is 10% above last closing price of €39.85. Stock is down 11% over the past year. The company is forecast to post earnings per share of €2.60 for next year compared to €2.57 last year.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €40.85, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Pharmaceuticals industry in France. Total returns to shareholders of 31% over the past three years.Upcoming Dividend • Oct 11Upcoming dividend of €10.36 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (3.2%).Reported Earnings • Sep 17First half 2023 earnings released: EPS: €0.89 (vs €0.72 in 1H 2022)First half 2023 results: EPS: €0.89 (up from €0.72 in 1H 2022). Revenue: €239.9m (down 6.6% from 1H 2022). Net income: €15.5m (up 24% from 1H 2022). Profit margin: 6.4% (up from 4.9% in 1H 2022). The increase in margin was driven by lower expenses. 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 Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 11Price target decreased by 14% to €44.55Down from €51.67, the current price target is an average from 3 analysts. New target price is 12% below last closing price of €50.50. Stock is up 11% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.57 last year.New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change).Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €50.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Pharmaceuticals industry in France. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.22 per share.Upcoming Dividend • May 24Upcoming dividend of €1.10 per share at 2.8% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.8%. Lower than top quartile of French dividend payers (5.3%). Lower than average of industry peers (3.3%).Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €534.2m (up 17% from FY 2021). Net income: €44.7m (up 56% from FY 2021). Profit margin: 8.4% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Pharmaceuticals industry in France.分析記事 • Jan 26Calculating The Intrinsic Value Of Boiron SA (EPA:BOI)How far off is Boiron SA ( EPA:BOI ) from its intrinsic value? Using the most recent financial data, we'll take a look...Reported Earnings • Sep 17First half 2022 earnings released: EPS: €0.72 (vs €0.54 loss in 1H 2021)First half 2022 results: EPS: €0.72 (up from €0.54 loss in 1H 2021). Revenue: €256.8m (up 35% from 1H 2021). Net income: €12.5m (up €22.0m from 1H 2021). Profit margin: 4.9% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Price Target Changed • Jul 22Price target increased to €52.67Up from €48.00, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €45.05. Stock is up 8.9% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.63 last year.Upcoming Dividend • May 25Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of French dividend payers (5.0%). Lower than average of industry peers (3.0%).分析記事 • Apr 28Boiron (EPA:BOI) Has Re-Affirmed Its Dividend Of €0.95Boiron SA ( EPA:BOI ) will pay a dividend of €0.95 on the 3rd of June. This means the annual payment will be 2.3% of...Reported Earnings • Mar 14Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €455.2m (down 11% from FY 2020). Net income: €28.6m (up 9.0% from FY 2020). Profit margin: 6.3% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.7% growth forecast for the pharmaceuticals industry in France.Price Target Changed • Jan 25Price target increased to €47.33Up from €43.67, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €37.60. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of €1.42 for next year compared to €1.50 last year.Major Estimate Revision • Jan 22Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from €1.05 to €1.42. Revenue forecast steady at €452.8m. Net income forecast to grow 100% next year vs 14% growth forecast for Pharmaceuticals industry in France. Consensus price target up from €43.67 to €45.67. Share price rose 8.9% to €39.00 over the past week.分析記事 • Jan 22Estimating The Intrinsic Value Of Boiron SA (EPA:BOI)In this article we are going to estimate the intrinsic value of Boiron SA ( EPA:BOI ) by estimating the company's...Price Target Changed • Jan 21Price target increased to €45.67Up from €42.33, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €39.00. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of €1.05 for next year compared to €1.50 last year.Price Target Changed • Oct 22Price target increased to €43.67Up from €40.33, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €41.75. Stock is up 1.8% over the past year. The company is forecast to post earnings per share of €0.96 for next year compared to €1.50 last year.Reported Earnings • Sep 13First half 2021 earnings released: €0.54 loss per share (vs €0.056 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: €189.9m (down 25% from 1H 2020). Net loss: €9.51m (loss widened €8.54m from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Price Target Changed • Sep 09Price target increased to €42.33Up from €39.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €40.95. Stock is up 14% over the past year.Upcoming Dividend • May 26Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 2.3%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (3.4%).分析記事 • Apr 30Is Boiron SA's (EPA:BOI) 2.3% Dividend Worth Your Time?Dividend paying stocks like Boiron SA ( EPA:BOI ) tend to be popular with investors, and for good reason - some...Major Estimate Revision • Apr 26Consensus EPS estimates fall to €0.96The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €470.4m to €448.4m. EPS estimate also fell from €1.71 to €0.96. Net income forecast to shrink 13% next year vs 1.2% decline forecast for Pharmaceuticals industry in France. Consensus price target down from €40.83 to €39.00. Share price was steady at €38.95 over the past week.分析記事 • Apr 12Boiron (EPA:BOI) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • Apr 11Full year 2020 earnings released: EPS €1.50 (vs €2.32 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €513.6m (down 7.8% from FY 2019). Net income: €26.2m (down 36% from FY 2019). Profit margin: 5.1% (down from 7.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Mar 14Analysts lower EPS estimates to €1.71The 2021 consensus revenue estimate was lowered from €488.0m to €470.5m. Earning per share (EPS) estimate was also lowered from €1.97 to €1.71 for the same period. Net income is expected to shrink by 45% next year compared to 7.2% decline forecast for the Pharmaceuticals industry in France. The consensus price target increased from €40.07 to €40.83. Share price is up 6.5% to €37.00 over the past week.分析記事 • Mar 08Reflecting on Boiron's (EPA:BOI) Share Price Returns Over The Last Three YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...Is New 90 Day High Low • Mar 04New 90-day low: €34.00The company is down 9.0% from its price of €37.50 on 04 December 2020. The French market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.59 per share.分析記事 • Feb 18A Look At The Intrinsic Value Of Boiron SA (EPA:BOI)How far off is Boiron SA ( EPA:BOI ) from its intrinsic value? Using the most recent financial data, we'll take a look...分析記事 • Feb 02Does The Market Have A Low Tolerance For Boiron SA's (EPA:BOI) Mixed Fundamentals?Boiron (EPA:BOI) has had a rough month with its share price down 15%. It is possible that the markets have ignored the...Major Estimate Revision • Jan 23Analysts lower EPS estimates to €0.76The 2020 consensus revenue estimate was lowered from €524.2m to €516.3m. Earning per share (EPS) estimate was also lowered from €0.90 to €0.76 for the same period. Net income is expected to shrink by 39% next year compared to 12% growth forecast for the Pharmaceuticals industry in France . The consensus price target was lowered from €41.17 to €40.07. Share price is down by 3.3% to €35.50 over the past week.Is New 90 Day High Low • Jan 19New 90-day low: €36.10The company is down 14% from its price of €42.00 on 21 October 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.39 per share.分析記事 • Jan 19Should You Buy Boiron SA (EPA:BOI) For Its Dividend?Could Boiron SA ( EPA:BOI ) be an attractive dividend share to own for the long haul? Investors are often drawn to...分析記事 • Dec 27Does Boiron's (EPA:BOI) Statutory Profit Adequately Reflect Its Underlying Profit?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...分析記事 • Dec 14What Kind Of Shareholders Hold The Majority In Boiron SA's (EPA:BOI) Shares?The big shareholder groups in Boiron SA ( EPA:BOI ) have power over the company. Large companies usually have...Major Estimate Revision • Oct 24Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from €1.08 to €0.97. Revenue estimate was approximately flat at €533.6m. Net income is expected to shrink by 27% next year compared to 5.6% growth forecast for the Pharmaceuticals industry in France . The consensus price target of €41.67 was unchanged from the last update. Share price is down by 2.4% to €41.00 over the past week.Is New 90 Day High Low • Sep 18New 90-day high: €40.80The company is up 18% from its price of €34.50 on 19 June 2020. The French market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.03 per share. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Boiron は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測ENXTPA:BOI - 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12/31/2025501333053N/A9/30/2025503263453N/A6/30/2025505193753N/A3/31/2025496153046N/A12/31/2024488112440N/A9/30/2024485182441N/A6/30/2024482242543N/A3/31/2024487302644N/A12/31/2023493362745N/A9/30/2023505422340N/A6/30/2023517481834N/A3/31/2023526462946N/A12/31/2022534454059N/A9/30/2022528484464N/A6/30/2022522514869N/A3/31/2022489403151N/A12/31/2021455291333N/A9/30/2021453231334N/A6/30/2021450181434N/A3/31/2021482223151N/A12/31/2020514264868N/A9/30/2020534335276N/A6/30/2020554405784N/A3/31/2020556403567N/A12/31/2019557411351N/A9/30/201956938N/A59N/A6/30/201958035N/A68N/A3/31/201959246N/A76N/A12/31/201860457N/A84N/A9/30/201860966N/A92N/A6/30/201861375N/A99N/A3/31/201861577N/A102N/A12/31/201761878N/A105N/A9/30/201761677N/A104N/A6/30/201761576N/A103N/A3/31/201761577N/A106N/A12/31/201661478N/A110N/A9/30/201661678N/A103N/A6/30/201661779N/A95N/A3/31/201661276N/A99N/A12/31/201560874N/A103N/A9/30/201561683N/A114N/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: BOIの予測収益成長が 貯蓄率 ( 2.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: BOIの収益がFrench市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: BOIの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: BOIの収益がFrench市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: BOIの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: BOIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 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2026/07/12 16:05終値2026/07/10 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Boiron SA 0 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。4 アナリスト機関Guillaume CuvillierGilbert DupontStephanie LefebvreGilbert DupontChristophe-Raphael GanetODDO BHF Corporate & Markets1 その他のアナリストを表示
Price Target Changed • Sep 22Price target decreased by 19% to €33.30Down from €40.87, the current price target is an average from 2 analysts. New target price is 8.5% above last closing price of €30.70. Stock is down 43% over the past year. The company is forecast to post earnings per share of €1.65 for next year compared to €2.06 last year.
Major Estimate Revision • Apr 04Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €539.8m to €508.0m. EPS estimate also fell from €2.74 per share to €2.17 per share. Net income forecast to shrink 17% next year vs 7.5% growth forecast for Pharmaceuticals industry in France . Consensus price target down from €40.87 to €39.60. Share price was steady at €34.20 over the past week.
Price Target Changed • Oct 26Price target decreased by 7.3% to €43.93Down from €47.38, the current price target is an average from 3 analysts. New target price is 10% above last closing price of €39.85. Stock is down 11% over the past year. The company is forecast to post earnings per share of €2.60 for next year compared to €2.57 last year.
Price Target Changed • Jul 11Price target decreased by 14% to €44.55Down from €51.67, the current price target is an average from 3 analysts. New target price is 12% below last closing price of €50.50. Stock is up 11% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.57 last year.
Price Target Changed • Jul 22Price target increased to €52.67Up from €48.00, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €45.05. Stock is up 8.9% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.63 last year.
Price Target Changed • Jan 25Price target increased to €47.33Up from €43.67, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €37.60. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of €1.42 for next year compared to €1.50 last year.
Upcoming Dividend • May 27Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 03 June 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 72% and the cash payout ratio is 79%. Trailing yield: 4.8%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (4.7%).
New Risk • May 22New major risk - Revenue and earnings growthEarnings have declined by 5.7% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 5.7% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Apr 23Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €1.88 (up from €0.65 in FY 2024). Revenue: €501.1m (up 2.8% from FY 2024). Net income: €32.6m (up 188% from FY 2024). Profit margin: 6.5% (up from 2.3% in FY 2024). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 08Dividend increased to €1.35Dividend of €1.35 is 13% higher than last year. Ex-date: 3rd June 2026 Payment date: 5th June 2026 Dividend yield will be 4.9%, which is higher than the industry average of 3.9%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 20% to bring the payout ratio under control. EPS is expected to grow by 87% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 08Boiron SA, Annual General Meeting, May 21, 2026Boiron SA, Annual General Meeting, May 21, 2026. Location: messimy France
お知らせ • Apr 07Boiron SA announces Annual dividend, payable on June 05, 2026Boiron SA announced Annual dividend of EUR 1.3500 per share payable on June 05, 2026, ex-date on June 03, 2026 and record date on June 04, 2026.
New Risk • Apr 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Dec 05Is Boiron (EPA:BOI) 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...
New Risk • Sep 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (184% payout ratio). Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €29.20, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Pharmaceuticals industry in France. Total loss to shareholders of 6.7% over the past three years.
Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 1.1% to €23.50. The fair value is estimated to be €29.72, however this is not to be taken as a buy 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 24%. Revenue is forecast to grow by 7.1% in 2 years. Earnings are forecast to grow by 218% in the next 2 years.
分析記事 • Sep 10Earnings Tell The Story For Boiron SA (EPA:BOI)Boiron SA's ( EPA:BOI ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a strong sell right now...
Upcoming Dividend • May 27Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 03 June 2025. Payment date: 05 June 2025. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 5.1%. Lower than top quartile of French dividend payers (5.4%). Higher than average of industry peers (3.9%).
分析記事 • May 06There May Be Some Bright Spots In Boiron's (EPA:BOI) EarningsThe market for Boiron SA's ( EPA:BOI ) shares didn't move much after it posted weak earnings recently. We think that...
New Risk • May 05New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 58% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 184% Cash payout ratio: 99% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).
Reported Earnings • Apr 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €0.65 (down from €2.06 in FY 2023). Revenue: €487.6m (down 1.2% from FY 2023). Net income: €11.3m (down 68% from FY 2023). Profit margin: 2.3% (down from 7.3% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 18Boiron (EPA:BOI) Is Reducing Its Dividend To €1.20Boiron SA ( EPA:BOI ) is reducing its dividend to €1.20 on the 5th of Junewhich is 11% less than last year's comparable...
Declared Dividend • Apr 17Dividend reduced to €1.20Dividend of €1.20 is 11% lower than last year. Ex-date: 3rd June 2025 Payment date: 5th June 2025 Dividend yield will be 4.9%, which is higher than the industry average of 3.9%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 9.9% to bring the payout ratio under control. EPS is expected to grow by 76% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 17Boiron SA announces Annual dividend, payable on June 05, 2025Boiron SA announced Annual dividend of EUR 1.2000 per share payable on June 05, 2025, ex-date on June 03, 2025 and record date on June 04, 2025.
お知らせ • Apr 15Boiron SA, Annual General Meeting, May 22, 2025Boiron SA, Annual General Meeting, May 22, 2025. Location: 2 avenue de l ouest lyonnais, messimy France
New Risk • Mar 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.9% net profit margin).
分析記事 • Nov 23Market Participants Recognise Boiron SA's (EPA:BOI) EarningsWith a price-to-earnings (or "P/E") ratio of 20.6x Boiron SA ( EPA:BOI ) may be sending very bearish signals at the...
New Risk • Sep 27New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Dividend yield: 4.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 99% Cash payout ratio: 95% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.9% net profit margin).
Price Target Changed • Sep 22Price target decreased by 19% to €33.30Down from €40.87, the current price target is an average from 2 analysts. New target price is 8.5% above last closing price of €30.70. Stock is down 43% over the past year. The company is forecast to post earnings per share of €1.65 for next year compared to €2.06 last year.
Upcoming Dividend • May 27Upcoming dividend of €1.35 per shareEligible shareholders must have bought the stock before 03 June 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Lower than top quartile of French dividend payers (5.1%). In line with average of industry peers (3.8%).
Declared Dividend • Apr 17First half dividend of €1.35 announcedShareholders will receive a dividend of €1.35. Ex-date: 3rd June 2024 Payment date: 5th June 2024 Dividend yield will be 34%, which is higher than the industry average of 3.9%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 1.3% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.
Major Estimate Revision • Apr 04Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €539.8m to €508.0m. EPS estimate also fell from €2.74 per share to €2.17 per share. Net income forecast to shrink 17% next year vs 7.5% growth forecast for Pharmaceuticals industry in France . Consensus price target down from €40.87 to €39.60. Share price was steady at €34.20 over the past week.
New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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 0.3% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Mar 29New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by cash flows (107% cash payout ratio).
Price Target Changed • Oct 26Price target decreased by 7.3% to €43.93Down from €47.38, the current price target is an average from 3 analysts. New target price is 10% above last closing price of €39.85. Stock is down 11% over the past year. The company is forecast to post earnings per share of €2.60 for next year compared to €2.57 last year.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to €40.85, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Pharmaceuticals industry in France. Total returns to shareholders of 31% over the past three years.
Upcoming Dividend • Oct 11Upcoming dividend of €10.36 per share at 2.0% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (3.2%).
Reported Earnings • Sep 17First half 2023 earnings released: EPS: €0.89 (vs €0.72 in 1H 2022)First half 2023 results: EPS: €0.89 (up from €0.72 in 1H 2022). Revenue: €239.9m (down 6.6% from 1H 2022). Net income: €15.5m (up 24% from 1H 2022). Profit margin: 6.4% (up from 4.9% in 1H 2022). The increase in margin was driven by lower expenses. 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 Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 11Price target decreased by 14% to €44.55Down from €51.67, the current price target is an average from 3 analysts. New target price is 12% below last closing price of €50.50. Stock is up 11% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.57 last year.
New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change).
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 30%After last week's 30% share price gain to €50.10, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Pharmaceuticals industry in France. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.22 per share.
Upcoming Dividend • May 24Upcoming dividend of €1.10 per share at 2.8% yieldEligible shareholders must have bought the stock before 31 May 2023. Payment date: 02 June 2023. Trailing yield: 2.8%. Lower than top quartile of French dividend payers (5.3%). Lower than average of industry peers (3.3%).
Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €534.2m (up 17% from FY 2021). Net income: €44.7m (up 56% from FY 2021). Profit margin: 8.4% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Pharmaceuticals industry in France.
分析記事 • Jan 26Calculating The Intrinsic Value Of Boiron SA (EPA:BOI)How far off is Boiron SA ( EPA:BOI ) from its intrinsic value? Using the most recent financial data, we'll take a look...
Reported Earnings • Sep 17First half 2022 earnings released: EPS: €0.72 (vs €0.54 loss in 1H 2021)First half 2022 results: EPS: €0.72 (up from €0.54 loss in 1H 2021). Revenue: €256.8m (up 35% from 1H 2021). Net income: €12.5m (up €22.0m from 1H 2021). Profit margin: 4.9% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Pharmaceuticals industry in France. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 22Price target increased to €52.67Up from €48.00, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €45.05. Stock is up 8.9% over the past year. The company is forecast to post earnings per share of €2.41 for next year compared to €1.63 last year.
Upcoming Dividend • May 25Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 01 June 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of French dividend payers (5.0%). Lower than average of industry peers (3.0%).
分析記事 • Apr 28Boiron (EPA:BOI) Has Re-Affirmed Its Dividend Of €0.95Boiron SA ( EPA:BOI ) will pay a dividend of €0.95 on the 3rd of June. This means the annual payment will be 2.3% of...
Reported Earnings • Mar 14Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €455.2m (down 11% from FY 2020). Net income: €28.6m (up 9.0% from FY 2020). Profit margin: 6.3% (up from 5.1% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.7% growth forecast for the pharmaceuticals industry in France.
Price Target Changed • Jan 25Price target increased to €47.33Up from €43.67, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €37.60. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of €1.42 for next year compared to €1.50 last year.
Major Estimate Revision • Jan 22Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate increased from €1.05 to €1.42. Revenue forecast steady at €452.8m. Net income forecast to grow 100% next year vs 14% growth forecast for Pharmaceuticals industry in France. Consensus price target up from €43.67 to €45.67. Share price rose 8.9% to €39.00 over the past week.
分析記事 • Jan 22Estimating The Intrinsic Value Of Boiron SA (EPA:BOI)In this article we are going to estimate the intrinsic value of Boiron SA ( EPA:BOI ) by estimating the company's...
Price Target Changed • Jan 21Price target increased to €45.67Up from €42.33, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €39.00. Stock is up 9.9% over the past year. The company is forecast to post earnings per share of €1.05 for next year compared to €1.50 last year.
Price Target Changed • Oct 22Price target increased to €43.67Up from €40.33, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €41.75. Stock is up 1.8% over the past year. The company is forecast to post earnings per share of €0.96 for next year compared to €1.50 last year.
Reported Earnings • Sep 13First half 2021 earnings released: €0.54 loss per share (vs €0.056 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: €189.9m (down 25% from 1H 2020). Net loss: €9.51m (loss widened €8.54m from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Price Target Changed • Sep 09Price target increased to €42.33Up from €39.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €40.95. Stock is up 14% over the past year.
Upcoming Dividend • May 26Upcoming dividend of €0.95 per shareEligible shareholders must have bought the stock before 02 June 2021. Payment date: 04 June 2021. Trailing yield: 2.3%. Lower than top quartile of French dividend payers (3.8%). Lower than average of industry peers (3.4%).
分析記事 • Apr 30Is Boiron SA's (EPA:BOI) 2.3% Dividend Worth Your Time?Dividend paying stocks like Boiron SA ( EPA:BOI ) tend to be popular with investors, and for good reason - some...
Major Estimate Revision • Apr 26Consensus EPS estimates fall to €0.96The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from €470.4m to €448.4m. EPS estimate also fell from €1.71 to €0.96. Net income forecast to shrink 13% next year vs 1.2% decline forecast for Pharmaceuticals industry in France. Consensus price target down from €40.83 to €39.00. Share price was steady at €38.95 over the past week.
分析記事 • Apr 12Boiron (EPA:BOI) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • Apr 11Full year 2020 earnings released: EPS €1.50 (vs €2.32 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €513.6m (down 7.8% from FY 2019). Net income: €26.2m (down 36% from FY 2019). Profit margin: 5.1% (down from 7.3% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Mar 14Analysts lower EPS estimates to €1.71The 2021 consensus revenue estimate was lowered from €488.0m to €470.5m. Earning per share (EPS) estimate was also lowered from €1.97 to €1.71 for the same period. Net income is expected to shrink by 45% next year compared to 7.2% decline forecast for the Pharmaceuticals industry in France. The consensus price target increased from €40.07 to €40.83. Share price is up 6.5% to €37.00 over the past week.
分析記事 • Mar 08Reflecting on Boiron's (EPA:BOI) Share Price Returns Over The Last Three YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
Is New 90 Day High Low • Mar 04New 90-day low: €34.00The company is down 9.0% from its price of €37.50 on 04 December 2020. The French market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.59 per share.
分析記事 • Feb 18A Look At The Intrinsic Value Of Boiron SA (EPA:BOI)How far off is Boiron SA ( EPA:BOI ) from its intrinsic value? Using the most recent financial data, we'll take a look...
分析記事 • Feb 02Does The Market Have A Low Tolerance For Boiron SA's (EPA:BOI) Mixed Fundamentals?Boiron (EPA:BOI) has had a rough month with its share price down 15%. It is possible that the markets have ignored the...
Major Estimate Revision • Jan 23Analysts lower EPS estimates to €0.76The 2020 consensus revenue estimate was lowered from €524.2m to €516.3m. Earning per share (EPS) estimate was also lowered from €0.90 to €0.76 for the same period. Net income is expected to shrink by 39% next year compared to 12% growth forecast for the Pharmaceuticals industry in France . The consensus price target was lowered from €41.17 to €40.07. Share price is down by 3.3% to €35.50 over the past week.
Is New 90 Day High Low • Jan 19New 90-day low: €36.10The company is down 14% from its price of €42.00 on 21 October 2020. The French market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.39 per share.
分析記事 • Jan 19Should You Buy Boiron SA (EPA:BOI) For Its Dividend?Could Boiron SA ( EPA:BOI ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
分析記事 • Dec 27Does Boiron's (EPA:BOI) Statutory Profit Adequately Reflect Its Underlying Profit?Broadly speaking, profitable businesses are less risky than unprofitable ones. However, sometimes companies receive a...
分析記事 • Dec 14What Kind Of Shareholders Hold The Majority In Boiron SA's (EPA:BOI) Shares?The big shareholder groups in Boiron SA ( EPA:BOI ) have power over the company. Large companies usually have...
Major Estimate Revision • Oct 24Analysts update estimatesThe 2020 consensus earning per share (EPS) estimate was lowered from €1.08 to €0.97. Revenue estimate was approximately flat at €533.6m. Net income is expected to shrink by 27% next year compared to 5.6% growth forecast for the Pharmaceuticals industry in France . The consensus price target of €41.67 was unchanged from the last update. Share price is down by 2.4% to €41.00 over the past week.
Is New 90 Day High Low • Sep 18New 90-day high: €40.80The company is up 18% from its price of €34.50 on 19 June 2020. The French market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.03 per share.