View ValuationOPmobility 将来の成長Future 基準チェック /26OPmobility利益と収益がそれぞれ年間14.2%と1.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 13.3%なると予測されています。主要情報14.2%収益成長率13.32%EPS成長率Auto Components 収益成長35.6%収益成長率1.4%将来の株主資本利益率12.04%アナリストカバレッジGood最終更新日22 Jun 2026今後の成長に関する最新情報お知らせ • Feb 28OPmobility SE Provides Earnings Guidance for the Year 2026OPmobility SE provided earnings guidance for the year 2026. For the year, the company aims to improve operating margin and net result Group share versus 2025.お知らせ • Oct 22OPmobility SE Provides Earnings Guidance for the Year 2025OPmobility SE provided earnings guidance for the year 2025. The company confirmed its outlook for 2025, with the aim of improving its financial aggregates (operating margin and net result Group share)) compared to 2024, while continuing to reduce its net debt).すべての更新を表示Recent updatesお知らせ • Feb 28OPmobility SE Provides Earnings Guidance for the Year 2026OPmobility SE provided earnings guidance for the year 2026. For the year, the company aims to improve operating margin and net result Group share versus 2025.お知らせ • Feb 27OPmobility SE announces Annual dividend, payable on April 30, 2026OPmobility SE announced Annual dividend of EUR 0.4900 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.お知らせ • Feb 26OPmobility SE, Annual General Meeting, Apr 23, 2026OPmobility SE, Annual General Meeting, Apr 23, 2026.お知らせ • Oct 22OPmobility SE Provides Earnings Guidance for the Year 2025OPmobility SE provided earnings guidance for the year 2025. The company confirmed its outlook for 2025, with the aim of improving its financial aggregates (operating margin and net result Group share)) compared to 2024, while continuing to reduce its net debt).お知らせ • Sep 12+ 1 more updateOPmobility SE to Report First Half, 2026 Results on Jul 22, 2026OPmobility SE announced that they will report first half, 2026 results on Jul 22, 2026お知らせ • Mar 20OPmobility SE, Annual General Meeting, Apr 24, 2025OPmobility SE, Annual General Meeting, Apr 24, 2025. Location: pavillon dauphine, 2 place du marechal de lattre de tassigny, paris Franceお知らせ • Sep 11+ 1 more updateOPmobility SE to Report Fiscal Year 2024 Results on Feb 20, 2025OPmobility SE announced that they will report fiscal year 2024 results on Feb 20, 2025お知らせ • Sep 12+ 4 more updatesCompagnie Plastic Omnium SE to Report Q1, 2024 Results on Apr 23, 2024Compagnie Plastic Omnium SE announced that they will report Q1, 2024 results on Apr 23, 2024New Risk • Jul 28New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Shares are highly illiquid. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 26First half 2023 earnings releasedFirst half 2023 results: Revenue: €5.29b (up 35% from 1H 2022). Net income: €100.0m (down 4.1% from 1H 2022). Profit margin: 1.9% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 26Upcoming dividend of €0.39 per share at 2.5% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.2%).Reported Earnings • Feb 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €8.54b (up 18% from FY 2021). Net income: €168.0m (up 33% from FY 2021). Profit margin: 2.0% (up from 1.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Auto Components industry in the United Kingdom.お知らせ • Nov 08+ 3 more updatesCompagnie Plastic Omnium SE to Report Q1, 2023 Results on Apr 25, 2023Compagnie Plastic Omnium SE announced that they will report Q1, 2023 results on Apr 25, 2023Reported Earnings • Jul 26First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €142.2m from profit in 1H 2021). Profit margin: (down from 3.8% in 1H 2021). Over the next year, revenue is forecast to grow 16%, compared to a 99% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to €17.96, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 9.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.08 per share.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €15.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Auto Components industry in Europe. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.64 per share.Reported Earnings • Mar 06Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.87 (up from €1.72 loss in FY 2020). Revenue: €7.23b (up 2.3% from FY 2020). Net income: €126.4m (up €377.5m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 83% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Buying Opportunity • Feb 24Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €26.19, 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. The company has become profitable over the last year.Reported Earnings • Jul 23First half 2021 earnings released: EPS €0.98 (vs €2.77 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.78b (up 28% from 1H 2020). Net income: €142.2m (up €545.8m from 1H 2020). Profit margin: 3.8% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 21Upcoming dividend of €0.49 per shareEligible shareholders must have bought the stock before 28 April 2021. Payment date: 03 May 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.0%).Reported Earnings • Mar 14Full year 2020 earnings released: €1.72 loss per share (vs €1.77 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €7.07b (down 17% from FY 2019). Net loss: €251.1m (down 197% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 16%, compared to a 9.4% growth forecast for the Auto Components industry in the United Kingdom.Is New 90 Day High Low • Feb 04New 90-day high: €33.50The company is up 70% from its price of €19.72 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.54 per share.Is New 90 Day High Low • Jan 07New 90-day high: €29.94The company is up 30% from its price of €23.06 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.43 per share.業績と収益の成長予測BATS-CHIXE:OPMP - 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12/31/202810,625284342861912/31/202710,347257322823912/31/202610,093220291777912/31/202510,216185243745N/A9/30/202510,310173223738N/A6/30/202510,403160205730N/A3/31/202510,444165202742N/A12/31/202410,484170195754N/A9/30/202410,459166180741N/A6/30/202410,434163165728N/A3/31/202410,374163156719N/A12/31/202310,314163146709N/A9/30/202310,112163110632N/A6/30/20239,91116375555N/A3/31/20239,22416571501N/A12/31/20228,53816867447N/A9/30/20227,954128141489N/A6/30/20227,37088215531N/A3/31/20227,302107226538N/A12/31/20217,233126238545N/A9/30/20217,565211495800N/A6/30/20217,8962957511,054N/A3/31/20217,48522390731N/A12/31/20207,073-25128408N/A9/30/20207,130-276-185227N/A6/30/20207,187-300-39946N/A3/31/20207,840-21-98388N/A12/31/20198,494258203730N/A9/30/20198,408361N/A748N/A6/30/20198,323463N/A767N/A3/31/20197,784498N/A781N/A12/31/20187,245532N/A795N/A9/30/20186,790480N/A744N/A6/30/20186,336428N/A694N/A3/31/20186,384416N/A665N/A12/31/20176,433405N/A636N/A9/30/20176,459382N/A655N/A6/30/20176,484358N/A679N/A3/31/20176,171335N/A658N/A12/31/20165,857312N/A637N/A9/30/20165,526292N/A581N/A6/30/20165,196272N/A520N/A3/31/20165,103265N/A522N/A12/31/20155,010258N/A525N/A9/30/20154,838258N/A501N/A6/30/20154,665258N/A477N/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: OPMPの予測収益成長率 (年間14.2% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: OPMPの収益 ( 14.2% ) はUK市場 ( 11.4% ) よりも速いペースで成長すると予測されています。高成長収益: OPMPの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: OPMPの収益 ( 1.4% ) UK市場 ( 4.6% ) よりも低い成長が予測されています。高い収益成長: OPMPの収益 ( 1.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OPMPの 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 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2026/06/24 14:03終値2026/06/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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OPmobility SE 9 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。15 アナリスト機関Harry MartinBernsteinSteve Pereira FernandesBernsteinStephen ReitmanBernstein12 その他のアナリストを表示
お知らせ • Feb 28OPmobility SE Provides Earnings Guidance for the Year 2026OPmobility SE provided earnings guidance for the year 2026. For the year, the company aims to improve operating margin and net result Group share versus 2025.
お知らせ • Oct 22OPmobility SE Provides Earnings Guidance for the Year 2025OPmobility SE provided earnings guidance for the year 2025. The company confirmed its outlook for 2025, with the aim of improving its financial aggregates (operating margin and net result Group share)) compared to 2024, while continuing to reduce its net debt).
お知らせ • Feb 28OPmobility SE Provides Earnings Guidance for the Year 2026OPmobility SE provided earnings guidance for the year 2026. For the year, the company aims to improve operating margin and net result Group share versus 2025.
お知らせ • Feb 27OPmobility SE announces Annual dividend, payable on April 30, 2026OPmobility SE announced Annual dividend of EUR 0.4900 per share payable on April 30, 2026, ex-date on April 28, 2026 and record date on April 29, 2026.
お知らせ • Feb 26OPmobility SE, Annual General Meeting, Apr 23, 2026OPmobility SE, Annual General Meeting, Apr 23, 2026.
お知らせ • Oct 22OPmobility SE Provides Earnings Guidance for the Year 2025OPmobility SE provided earnings guidance for the year 2025. The company confirmed its outlook for 2025, with the aim of improving its financial aggregates (operating margin and net result Group share)) compared to 2024, while continuing to reduce its net debt).
お知らせ • Sep 12+ 1 more updateOPmobility SE to Report First Half, 2026 Results on Jul 22, 2026OPmobility SE announced that they will report first half, 2026 results on Jul 22, 2026
お知らせ • Mar 20OPmobility SE, Annual General Meeting, Apr 24, 2025OPmobility SE, Annual General Meeting, Apr 24, 2025. Location: pavillon dauphine, 2 place du marechal de lattre de tassigny, paris France
お知らせ • Sep 11+ 1 more updateOPmobility SE to Report Fiscal Year 2024 Results on Feb 20, 2025OPmobility SE announced that they will report fiscal year 2024 results on Feb 20, 2025
お知らせ • Sep 12+ 4 more updatesCompagnie Plastic Omnium SE to Report Q1, 2024 Results on Apr 23, 2024Compagnie Plastic Omnium SE announced that they will report Q1, 2024 results on Apr 23, 2024
New Risk • Jul 28New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Shares are highly illiquid. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 26First half 2023 earnings releasedFirst half 2023 results: Revenue: €5.29b (up 35% from 1H 2022). Net income: €100.0m (down 4.1% from 1H 2022). Profit margin: 1.9% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 26Upcoming dividend of €0.39 per share at 2.5% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.2%).
Reported Earnings • Feb 24Full year 2022 earnings releasedFull year 2022 results: Revenue: €8.54b (up 18% from FY 2021). Net income: €168.0m (up 33% from FY 2021). Profit margin: 2.0% (up from 1.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Auto Components industry in the United Kingdom.
お知らせ • Nov 08+ 3 more updatesCompagnie Plastic Omnium SE to Report Q1, 2023 Results on Apr 25, 2023Compagnie Plastic Omnium SE announced that they will report Q1, 2023 results on Apr 25, 2023
Reported Earnings • Jul 26First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €142.2m from profit in 1H 2021). Profit margin: (down from 3.8% in 1H 2021). Over the next year, revenue is forecast to grow 16%, compared to a 99% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 21% share price gain to €17.96, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Auto Components industry in Europe. Total loss to shareholders of 9.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.08 per share.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €15.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Auto Components industry in Europe. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.64 per share.
Reported Earnings • Mar 06Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.87 (up from €1.72 loss in FY 2020). Revenue: €7.23b (up 2.3% from FY 2020). Net income: €126.4m (up €377.5m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 83% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Feb 24Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €26.19, 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. The company has become profitable over the last year.
Reported Earnings • Jul 23First half 2021 earnings released: EPS €0.98 (vs €2.77 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €3.78b (up 28% from 1H 2020). Net income: €142.2m (up €545.8m from 1H 2020). Profit margin: 3.8% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 21Upcoming dividend of €0.49 per shareEligible shareholders must have bought the stock before 28 April 2021. Payment date: 03 May 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (2.0%).
Reported Earnings • Mar 14Full year 2020 earnings released: €1.72 loss per share (vs €1.77 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €7.07b (down 17% from FY 2019). Net loss: €251.1m (down 197% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 16%, compared to a 9.4% growth forecast for the Auto Components industry in the United Kingdom.
Is New 90 Day High Low • Feb 04New 90-day high: €33.50The company is up 70% from its price of €19.72 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.54 per share.
Is New 90 Day High Low • Jan 07New 90-day high: €29.94The company is up 30% from its price of €23.06 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €23.43 per share.