View Future GrowthSTEF 過去の業績過去 基準チェック /26STEFは、平均年間4.4%の収益成長を遂げていますが、 Transportation業界の収益は、年間 成長しています。収益は、平均年間24.8% 9.9%収益成長率で 成長しています。 STEFの自己資本利益率は6.4%であり、純利益率は1.6%です。主要情報4.35%収益成長率4.63%EPS成長率Transportation 業界の成長11.11%収益成長率9.91%株主資本利益率6.43%ネット・マージン1.65%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Sep 05First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe.お知らせ • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024Reported Earnings • Mar 12Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Transportation industry in Europe.分析記事 • Sep 09STEF's (EPA:STF) Strong Earnings Are Of Good QualityEven though STEF SA's ( EPA:STF ) recent earnings release was robust, the market didn't seem to notice. Our analysis...すべての更新を表示Recent updatesUpcoming Dividend • Apr 20Upcoming dividend of €2.70 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.7%).Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.分析記事 • Jan 09An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 33% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €191 STEF's €128 share price...分析記事 • Dec 17STEF SA (EPA:STF) Could Be Riskier Than It LooksThere wouldn't be many who think STEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 16.4x is worth a mention...分析記事 • Sep 27Does STEF (EPA:STF) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Sep 11Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €11.42 to €8.41 per share. Revenue forecast steady at €5.03b. Net income forecast to grow 35% next year vs 33% growth forecast for Transportation industry in France. Consensus price target down from €154 to €148. Share price fell 7.1% to €121 over the past week.Reported Earnings • Sep 05First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.分析記事 • Aug 23STEF SA's (EPA:STF) Low P/E No Reason For ExcitementSTEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now compared to...分析記事 • Jun 27Returns At STEF (EPA:STF) Appear To Be Weighed DownIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Buy Or Sell Opportunity • Jun 20Now 23% undervaluedOver the last 90 days, the stock has risen 4.0% to €130. The fair value is estimated to be €168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.分析記事 • Jun 11Is STEF (EPA:STF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 21There Is A Reason STEF SA's (EPA:STF) Price Is UndemandingWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...Buy Or Sell Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €128. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (3.4%).Buy Or Sell Opportunity • Apr 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €120. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.分析記事 • Apr 10STEF (EPA:STF) Is Paying Out Less In Dividends Than Last YearSTEF SA ( EPA:STF ) has announced that on 9th of May, it will be paying a dividend of€4.15, which a reduction from last...お知らせ • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris France分析記事 • Mar 27STEF (EPA:STF) Will Pay A Smaller Dividend Than Last YearSTEF SA ( EPA:STF ) has announced it will be reducing its dividend payable on the 9th of May to €4.15, which is 19...Declared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Mar 24Are Investors Undervaluing STEF SA (EPA:STF) By 43%?Key Insights The projected fair value for STEF is €220 based on 2 Stage Free Cash Flow to Equity Current share price of...Major Estimate Revision • Mar 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.41 to €11.31 per share. Revenue forecast steady at €5.01b. Net income forecast to shrink 6.6% next year vs 24% growth forecast for Transportation industry in France . Consensus price target of €156 unchanged from last update. Share price fell 10% to €121 over the past week.分析記事 • Dec 03STEF (EPA:STF) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Oct 03There's No Escaping STEF SA's (EPA:STF) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...分析記事 • Aug 30Should You Think About Buying STEF SA (EPA:STF) Now?STEF SA ( EPA:STF ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large price...分析記事 • Jul 16Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jun 29STEF SA's (EPA:STF) Low P/E No Reason For ExcitementWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...分析記事 • Apr 26STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...Upcoming Dividend • Apr 26Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).分析記事 • Apr 12STEF (EPA:STF) Will Pay A Larger Dividend Than Last Year At €5.10STEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...分析記事 • Apr 06Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in...分析記事 • Mar 21STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe.お知らせ • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024Price Target Changed • Mar 08Price target increased by 9.5% to €143Up from €130, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €125. Stock is up 15% over the past year. The company is forecast to post earnings per share of €13.20 for next year compared to €11.79 last year.分析記事 • Mar 06STEF SA (EPA:STF) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 10.6x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...分析記事 • Jan 11STEF SA's (EPA:STF) Intrinsic Value Is Potentially 76% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €210 Current share price of €119...分析記事 • Nov 05Return Trends At STEF (EPA:STF) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...お知らせ • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.お知らせ • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.分析記事 • Jun 28We Think STEF (EPA:STF) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Jun 09With EPS Growth And More, STEF (EPA:STF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buying Opportunity • May 15Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (5.2%).分析記事 • Apr 05STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...Reported Earnings • Mar 12Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Transportation industry in Europe.分析記事 • Mar 11Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Mar 06Price target increased by 15% to €125Up from €109, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €107. Stock is up 20% over the past year. The company is forecast to post earnings per share of €10.59 for next year compared to €8.88 last year.お知らせ • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €113, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.97 per share.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Oct 22Price target decreased to €110Down from €121, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €80.40. Stock is down 26% over the past year. The company is forecast to post earnings per share of €9.98 for next year compared to €8.88 last year.お知らせ • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.分析記事 • Sep 09STEF's (EPA:STF) Strong Earnings Are Of Good QualityEven though STEF SA's ( EPA:STF ) recent earnings release was robust, the market didn't seem to notice. Our analysis...分析記事 • Sep 07Does STEF (EPA:STF) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 6.9% growth forecast for the Transportation industry in France. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Aug 23Here's Why STEF (EPA:STF) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jul 05Here's What To Make Of STEF's (EPA:STF) Decelerating Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Apr 29STEF (EPA:STF) Is Increasing Its Dividend To €3.00STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (4.8%). Lower than average of industry peers (4.7%).分析記事 • Apr 15STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...分析記事 • Apr 12STEF SA (EPA:STF) Shares Could Be 49% Below Their Intrinsic Value EstimateDoes the April share price for STEF SA ( EPA:STF ) reflect what it's really worth? Today, we will estimate the stock's...分析記事 • Mar 28STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This...分析記事 • Mar 15Is Now The Time To Put STEF (EPA:STF) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.3%, compared to a 14% growth forecast for the industry in France.分析記事 • Dec 28An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 42% UndervaluedToday we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the expected...分析記事 • Dec 12STEF (EPA:STF) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 28The Returns At STEF (EPA:STF) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...分析記事 • Nov 16Is Now An Opportune Moment To Examine STEF SA (EPA:STF)?STEF SA ( EPA:STF ), might not be a large cap stock, but it received a lot of attention from a substantial price...Price Target Changed • Oct 26Price target increased to €128Up from €119, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €109. Stock is up 70% over the past year. The company is forecast to post earnings per share of €8.67 for next year compared to €5.88 last year.Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Price Target Changed • Sep 06Price target increased to €119Up from €104, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €99.40. Stock is up 46% over the past year.Price Target Changed • Sep 03Price target increased to €109Up from €101, the current price target is an average from 3 analysts. New target price is 7.6% above last closing price of €101. Stock is up 52% over the past year.分析記事 • Sep 02Is There An Opportunity With STEF SA's (EPA:STF) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the forecast...分析記事 • Aug 11The Returns At STEF (EPA:STF) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jun 07Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a decent share price growth in the teens level on...分析記事 • May 11STEF (EPA:STF) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • May 04Price target increased to €94.40Up from €86.97, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €93.10. Stock is up 38% over the past year.Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of French dividend payers (4.1%). In line with average of industry peers (5.7%).分析記事 • Apr 14Estimating The Intrinsic Value Of STEF SA (EPA:STF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of STEF SA ( EPA:STF ) as...分析記事 • Mar 30Something To Consider Before Buying STEF SA (EPA:STF) For The 5.5% DividendCould STEF SA ( EPA:STF ) be an attractive dividend share to own for the long haul? Investors are often drawn to strong...分析記事 • Mar 17Can STEF SA's (EPA:STF) ROE Continue To Surpass The Industry Average?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Price Target Changed • Mar 15Price target increased to €86.97Up from €79.23, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €84.70. Stock is up 42% over the past year.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.お知らせ • Mar 05+ 1 more updateSTEF SA to Report First Half, 2021 Results on Sep 02, 2021STEF SA announced that they will report first half, 2021 results on Sep 02, 2021分析記事 • Mar 04Does STEF's (EPA:STF) Share Price Gain of 23% Match Its Business Performance?The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...Is New 90 Day High Low • Feb 22New 90-day high: €78.10The company is up 11% from its price of €70.10 on 24 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €126 per share.分析記事 • Feb 16Here's What STEF SA's (EPA:STF) Shareholder Ownership Structure Looks LikeIf you want to know who really controls STEF SA ( EPA:STF ), then you'll have to look at the makeup of its share...分析記事 • Jan 29Is STEF SA (EPA:STF) Potentially Undervalued?While STEF SA ( EPA:STF ) might not be the most widely known stock at the moment, it received a lot of attention from a...分析記事 • Jan 14Our Take On The Returns On Capital At STEF (EPA:STF)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Is New 90 Day High Low • Jan 05New 90-day high: €74.20The company is up 2.0% from its price of €73.00 on 07 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €129 per share.分析記事 • Dec 29STEF SA's (EPA:STF) Intrinsic Value Is Potentially 75% Above Its Share PriceIn this article we are going to estimate the intrinsic value of STEF SA ( EPA:STF ) by taking the expected future cash...収支内訳STEF の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ENXTPA:STF 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Dec 255,119840030 Jun 254,950970031 Mar 254,8751230031 Dec 244,8011490030 Jun 244,5881640031 Mar 244,5151690031 Dec 234,4421750030 Sep 234,4081760030 Jun 234,3751770031 Mar 234,2671770031 Dec 224,1601780030 Sep 223,9971620030 Jun 223,8341450031 Mar 223,6701280031 Dec 213,5071100030 Sep 213,3991070030 Jun 213,2911030031 Mar 213,218880031 Dec 203,145730030 Sep 203,206740030 Jun 203,266750031 Mar 203,354880031 Dec 193,4411000030 Sep 193,4021010030 Jun 193,3631010031 Mar 193,309980031 Dec 183,255940030 Sep 183,178950030 Jun 183,100960031 Mar 183,038950031 Dec 172,976940030 Sep 172,937900030 Jun 172,898870031 Mar 172,861870031 Dec 162,824870030 Sep 162,825890030 Jun 162,825900031 Mar 162,826830031 Dec 152,826750030 Sep 152,811730030 Jun 152,7957000質の高い収益: STFは 高品質の収益 を持っています。利益率の向上: STFの現在の純利益率 (1.6%)は、昨年(3.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: STFの収益は過去 5 年間で年間4.4%増加しました。成長の加速: STFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: STFは過去 1 年間で収益成長率がマイナス ( -43.4% ) となったため、 Transportation業界平均 ( 24.1% ) と比較することが困難です。株主資本利益率高いROE: STFの 自己資本利益率 ( 6.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health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2026/05/20 11:10終値2026/05/20 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STEF SA 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Alexandre PlaudCIC Market Solutions (ESN)Mohamed MansourDegroof PetercamGuillaume CuvillierGilbert Dupont6 その他のアナリストを表示
Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 05First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe.
お知らせ • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024
Reported Earnings • Mar 12Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Transportation industry in Europe.
分析記事 • Sep 09STEF's (EPA:STF) Strong Earnings Are Of Good QualityEven though STEF SA's ( EPA:STF ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
Upcoming Dividend • Apr 20Upcoming dividend of €2.70 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.7%).
Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.
Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.
分析記事 • Jan 09An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 33% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €191 STEF's €128 share price...
分析記事 • Dec 17STEF SA (EPA:STF) Could Be Riskier Than It LooksThere wouldn't be many who think STEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 16.4x is worth a mention...
分析記事 • Sep 27Does STEF (EPA:STF) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €11.42 to €8.41 per share. Revenue forecast steady at €5.03b. Net income forecast to grow 35% next year vs 33% growth forecast for Transportation industry in France. Consensus price target down from €154 to €148. Share price fell 7.1% to €121 over the past week.
Reported Earnings • Sep 05First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
分析記事 • Aug 23STEF SA's (EPA:STF) Low P/E No Reason For ExcitementSTEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now compared to...
分析記事 • Jun 27Returns At STEF (EPA:STF) Appear To Be Weighed DownIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Buy Or Sell Opportunity • Jun 20Now 23% undervaluedOver the last 90 days, the stock has risen 4.0% to €130. The fair value is estimated to be €168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
分析記事 • Jun 11Is STEF (EPA:STF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • May 21There Is A Reason STEF SA's (EPA:STF) Price Is UndemandingWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...
Buy Or Sell Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €128. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (3.4%).
Buy Or Sell Opportunity • Apr 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €120. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
分析記事 • Apr 10STEF (EPA:STF) Is Paying Out Less In Dividends Than Last YearSTEF SA ( EPA:STF ) has announced that on 9th of May, it will be paying a dividend of€4.15, which a reduction from last...
お知らせ • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris France
分析記事 • Mar 27STEF (EPA:STF) Will Pay A Smaller Dividend Than Last YearSTEF SA ( EPA:STF ) has announced it will be reducing its dividend payable on the 9th of May to €4.15, which is 19...
Declared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Mar 24Are Investors Undervaluing STEF SA (EPA:STF) By 43%?Key Insights The projected fair value for STEF is €220 based on 2 Stage Free Cash Flow to Equity Current share price of...
Major Estimate Revision • Mar 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.41 to €11.31 per share. Revenue forecast steady at €5.01b. Net income forecast to shrink 6.6% next year vs 24% growth forecast for Transportation industry in France . Consensus price target of €156 unchanged from last update. Share price fell 10% to €121 over the past week.
分析記事 • Dec 03STEF (EPA:STF) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Oct 03There's No Escaping STEF SA's (EPA:STF) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...
分析記事 • Aug 30Should You Think About Buying STEF SA (EPA:STF) Now?STEF SA ( EPA:STF ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large price...
分析記事 • Jul 16Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jun 29STEF SA's (EPA:STF) Low P/E No Reason For ExcitementWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...
分析記事 • Apr 26STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...
Upcoming Dividend • Apr 26Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).
Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).
分析記事 • Apr 12STEF (EPA:STF) Will Pay A Larger Dividend Than Last Year At €5.10STEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...
分析記事 • Apr 06Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in...
分析記事 • Mar 21STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...
Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe.
お知らせ • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024
Price Target Changed • Mar 08Price target increased by 9.5% to €143Up from €130, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €125. Stock is up 15% over the past year. The company is forecast to post earnings per share of €13.20 for next year compared to €11.79 last year.
分析記事 • Mar 06STEF SA (EPA:STF) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 10.6x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...
分析記事 • Jan 11STEF SA's (EPA:STF) Intrinsic Value Is Potentially 76% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €210 Current share price of €119...
分析記事 • Nov 05Return Trends At STEF (EPA:STF) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
お知らせ • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.
お知らせ • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.
分析記事 • Jun 28We Think STEF (EPA:STF) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Jun 09With EPS Growth And More, STEF (EPA:STF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buying Opportunity • May 15Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (5.2%).
分析記事 • Apr 05STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...
Reported Earnings • Mar 12Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Transportation industry in Europe.
分析記事 • Mar 11Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Mar 06Price target increased by 15% to €125Up from €109, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €107. Stock is up 20% over the past year. The company is forecast to post earnings per share of €10.59 for next year compared to €8.88 last year.
お知らせ • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €113, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.97 per share.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Oct 22Price target decreased to €110Down from €121, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €80.40. Stock is down 26% over the past year. The company is forecast to post earnings per share of €9.98 for next year compared to €8.88 last year.
お知らせ • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.
分析記事 • Sep 09STEF's (EPA:STF) Strong Earnings Are Of Good QualityEven though STEF SA's ( EPA:STF ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
分析記事 • Sep 07Does STEF (EPA:STF) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 6.9% growth forecast for the Transportation industry in France. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Aug 23Here's Why STEF (EPA:STF) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Jul 05Here's What To Make Of STEF's (EPA:STF) Decelerating Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Apr 29STEF (EPA:STF) Is Increasing Its Dividend To €3.00STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...
Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (4.8%). Lower than average of industry peers (4.7%).
分析記事 • Apr 15STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...
分析記事 • Apr 12STEF SA (EPA:STF) Shares Could Be 49% Below Their Intrinsic Value EstimateDoes the April share price for STEF SA ( EPA:STF ) reflect what it's really worth? Today, we will estimate the stock's...
分析記事 • Mar 28STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This...
分析記事 • Mar 15Is Now The Time To Put STEF (EPA:STF) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.3%, compared to a 14% growth forecast for the industry in France.
分析記事 • Dec 28An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 42% UndervaluedToday we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the expected...
分析記事 • Dec 12STEF (EPA:STF) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 28The Returns At STEF (EPA:STF) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 • Nov 16Is Now An Opportune Moment To Examine STEF SA (EPA:STF)?STEF SA ( EPA:STF ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Price Target Changed • Oct 26Price target increased to €128Up from €119, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €109. Stock is up 70% over the past year. The company is forecast to post earnings per share of €8.67 for next year compared to €5.88 last year.
Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Price Target Changed • Sep 06Price target increased to €119Up from €104, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €99.40. Stock is up 46% over the past year.
Price Target Changed • Sep 03Price target increased to €109Up from €101, the current price target is an average from 3 analysts. New target price is 7.6% above last closing price of €101. Stock is up 52% over the past year.
分析記事 • Sep 02Is There An Opportunity With STEF SA's (EPA:STF) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the forecast...
分析記事 • Aug 11The Returns At STEF (EPA:STF) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Jun 07Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a decent share price growth in the teens level on...
分析記事 • May 11STEF (EPA:STF) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • May 04Price target increased to €94.40Up from €86.97, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €93.10. Stock is up 38% over the past year.
Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of French dividend payers (4.1%). In line with average of industry peers (5.7%).
分析記事 • Apr 14Estimating The Intrinsic Value Of STEF SA (EPA:STF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of STEF SA ( EPA:STF ) as...
分析記事 • Mar 30Something To Consider Before Buying STEF SA (EPA:STF) For The 5.5% DividendCould STEF SA ( EPA:STF ) be an attractive dividend share to own for the long haul? Investors are often drawn to strong...
分析記事 • Mar 17Can STEF SA's (EPA:STF) ROE Continue To Surpass The Industry Average?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Price Target Changed • Mar 15Price target increased to €86.97Up from €79.23, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €84.70. Stock is up 42% over the past year.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.
お知らせ • Mar 05+ 1 more updateSTEF SA to Report First Half, 2021 Results on Sep 02, 2021STEF SA announced that they will report first half, 2021 results on Sep 02, 2021
分析記事 • Mar 04Does STEF's (EPA:STF) Share Price Gain of 23% Match Its Business Performance?The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...
Is New 90 Day High Low • Feb 22New 90-day high: €78.10The company is up 11% from its price of €70.10 on 24 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €126 per share.
分析記事 • Feb 16Here's What STEF SA's (EPA:STF) Shareholder Ownership Structure Looks LikeIf you want to know who really controls STEF SA ( EPA:STF ), then you'll have to look at the makeup of its share...
分析記事 • Jan 29Is STEF SA (EPA:STF) Potentially Undervalued?While STEF SA ( EPA:STF ) might not be the most widely known stock at the moment, it received a lot of attention from a...
分析記事 • Jan 14Our Take On The Returns On Capital At STEF (EPA:STF)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Is New 90 Day High Low • Jan 05New 90-day high: €74.20The company is up 2.0% from its price of €73.00 on 07 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €129 per share.
分析記事 • Dec 29STEF SA's (EPA:STF) Intrinsic Value Is Potentially 75% Above Its Share PriceIn this article we are going to estimate the intrinsic value of STEF SA ( EPA:STF ) by taking the expected future cash...