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Burberry Group plcLSE:BRBY 株式レポート

時価総額 UK£4.1b
株価
UK£11.28
UK£4.39
156.8% 割高 内在価値ディスカウント
1Y6.8%
7D0.9%
1D
ポートフォリオ価値
表示

Burberry Group plc

LSE:BRBY 株式レポート

時価総額:UK£4.1b

Burberry Group(BRBY)株式概要

バーバリー・グループはその子会社とともに、アジア太平洋、中国、欧州、中東、インド、アフリカ、米州において、バーバリーブランドの高級品の製造、小売、卸売を行っている。 詳細

BRBY ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長5/6
過去の実績1/6
財務の健全性4/6
配当金0/6

BRBY Community Fair Values

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Burberry Group plc 競合他社

価格と性能

株価の高値、安値、推移の概要Burberry Group
過去の株価
現在の株価UK£11.28
52週高値UK£13.77
52週安値UK£9.76
ベータ0.68
1ヶ月の変化4.11%
3ヶ月変化12.24%
1年変化6.77%
3年間の変化-47.56%
5年間の変化-49.89%
IPOからの変化401.11%

最新ニュース

ナラティブの更新 Jun 09

BRBY: Future Returns Will Depend On Early Repositioning Amid Softer Outlook

Narrative update The analyst price target for Burberry Group has been revised to £1,560, a £30 trim from the prior £1,590. Analysts are weighing a softer revenue and margin outlook against views that the recent share pullback could offer an entry point and that the company is still early in its global repositioning.
ナラティブの更新 May 26

BRBY: Royal Heritage Capsule And Brand Repositioning Will Support Future Repricing

Burberry Group's analyst price target has been updated from about £13.36 to around £13.00, reflecting mixed recent research. Some analysts highlight an improved revenue mix and early progress in the brand repositioning, while others point to macro uncertainty and view the share pullback as a potential entry point.
分析記事 May 22

Burberry Group (LON:BRBY) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Despite posting healthy earnings, Burberry Group plc's ( LON:BRBY ) stock has been quite weak. Our analysis suggests...

Recent updates

ナラティブの更新 Jun 09

BRBY: Future Returns Will Depend On Early Repositioning Amid Softer Outlook

Narrative update The analyst price target for Burberry Group has been revised to £1,560, a £30 trim from the prior £1,590. Analysts are weighing a softer revenue and margin outlook against views that the recent share pullback could offer an entry point and that the company is still early in its global repositioning.
ナラティブの更新 May 26

BRBY: Royal Heritage Capsule And Brand Repositioning Will Support Future Repricing

Burberry Group's analyst price target has been updated from about £13.36 to around £13.00, reflecting mixed recent research. Some analysts highlight an improved revenue mix and early progress in the brand repositioning, while others point to macro uncertainty and view the share pullback as a potential entry point.
分析記事 May 22

Burberry Group (LON:BRBY) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Despite posting healthy earnings, Burberry Group plc's ( LON:BRBY ) stock has been quite weak. Our analysis suggests...
ナラティブの更新 May 07

BRBY: Future Returns Will Hinge On Execution As Neutral Stance Signals Ongoing Risk

Analysts have trimmed their fair value estimate for Burberry Group, reducing the implied price target by about £0.10, as they update their assumptions on the discount rate, revenue growth, profit margin and forward P/E in light of recent neutral and lower-target Street research. Analyst Commentary Recent Street research has leaned cautious, with bearish analysts trimming fair value assumptions and highlighting execution and growth risks that could constrain upside for the stock.
ナラティブの更新 Apr 21

BRBY: Future Returns Will Depend On Execution As Pessimism Outweighs Recent Upgrade

Burberry Group's updated analyst price target has shifted modestly, with a move of roughly £0.10, as analysts factor in adjusted assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, following a mix of recent target changes and a fresh upgrade on the stock. Analyst Commentary Recent research updates on Burberry Group show a mixed picture, with some cautious voices standing out even as others make more supportive adjustments.
ナラティブの更新 Apr 06

BRBY: Royal Heritage Capsule And Reset Expectations Will Support Future Repricing

Burberry Group’s updated analyst price target has edged lower by about £0.17. This reflects a slightly lower fair value estimate alongside modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts weigh recent mixed research moves including a price target cut at Deutsche Bank, an upgrade at Barclays and a target increase at Citi.
ナラティブの更新 Mar 23

BRBY: Upgraded Views And Royal Capsule Collaboration Will Support Brand Strength

Burberry Group's analyst price target has been nudged to £13.52 from £13.58, as analysts factor in slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E following recently upgraded and raised views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to refreshed assumptions for Burberry Group's revenue growth, suggesting confidence that the brand can support a slightly higher valuation multiple than previously used.
ナラティブの更新 Mar 07

BRBY: Long Dated Eyewear Partnership Will Support Future Brand Strength

Analysts have nudged their price target for Burberry Group higher to about £13.58 from roughly £13.04. This reflects fresh research that focuses on modest tweaks to growth, margins, the discount rate, and a slightly higher future P/E assumption.
ナラティブの更新 Feb 21

BRBY: Future Returns Will Depend On Execution Risks In Brand Plan

Analysts have nudged their price targets for Burberry Group higher, with one recent report lifting its view by £0.20. The change reflects modestly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E, and keeps the estimated fair value steady at £9.40.
ナラティブの更新 Feb 07

BRBY: Future Returns Will Hinge On Fragile China Luxury Recovery Risks

Burberry Group’s analyst fair value estimate has moved from £7.96 to £9.40 as analysts factor in updated assumptions on revenue growth, profit margins and a higher future P/E following recent price target revisions from major banks. Analyst Commentary Recent Street research on Burberry Group points to a mixed set of views, with some firms lifting price targets while others have trimmed their expectations.
分析記事 Feb 02

These 4 Measures Indicate That Burberry Group (LON:BRBY) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Jan 24

BRBY: Long Term Licensing Renewal Will Support Future Bullish Thesis

Analysts now see fair value for Burberry Group at £15.70 per share, slightly below the prior £16.00. This reflects adjusted price targets in the £15.50 to £15.70 range and updated assumptions on discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 Jan 09

BRBY: Future Returns Will Depend On Fragile China Luxury Recovery

Analysts have reduced their price target for Burberry Group to £15.70 per share, a £0.30 adjustment that reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent price target moves around £15.50 to £15.70 per share show that research houses are fine tuning their valuation work on Burberry Group rather than making sweeping changes.
ナラティブの更新 Dec 24

BRBY: Future Earnings Will Hinge On Fragile China Luxury Recovery

Analysts have modestly revised their price target on Burberry Group higher to £7.96 from £6.65, reflecting improved expectations for revenue growth, profit margins, and future earnings multiples, even as recent Street research shows only incremental target adjustments and continued Buy ratings. Analyst Commentary While the average price target for Burberry has moved higher, recent Street commentary highlights a more nuanced backdrop, with some Bearish analysts trimming expectations and stressing execution risks.
ナラティブの更新 Dec 10

BRBY: European Luxury Recovery And China Demand Will Shape Future Outlook

Analysts have nudged our fair value estimate for Burberry Group modestly higher, reflecting a blended view of recent Street target moves, including Citi's slight trim to 1,570 GBp and Deutsche Bank's successive increases to 1,550 GBp as confidence in a nascent European luxury recovery improves. Analyst Commentary Street commentary around Burberry remains skewed to the positive, with recent target changes suggesting growing confidence in both the brand's execution and the broader luxury backdrop, albeit with a measure of caution on near term demand volatility.
分析記事 Dec 06

Burberry Group plc (LON:BRBY) Shares Could Be 35% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Burberry Group fair value estimate is UK£19.04 Current share...
ナラティブの更新 Nov 26

BRBY: European Luxury Recovery And China Momentum Will Shape Future Performance

Burberry Group's analyst price target has been modestly raised to approximately £12.92 per share from £12.68, as analysts cite stronger prospects for revenue growth and expanding profit margins within the recovering European luxury sector. Analyst Commentary Recent Street research on Burberry Group reflects a mix of optimism regarding the company’s growth trajectory and ongoing caution about valuation and sector dynamics.
分析記事 Nov 10

What Burberry Group plc's (LON:BRBY) P/S Is Not Telling You

When you see that almost half of the companies in the Luxury industry in the United Kingdom have price-to-sales ratios...
ナラティブの更新 Nov 06

BRBY: Recovery In Europe And China Will Guide Measured Upside

Narrative Update on Burberry Group The analyst price target for Burberry Group has increased from £12.00 to £15.00, as analysts cite improving signs in the European luxury market and potential upside from a recovery in China. Analyst Commentary Following the recent upgrade and revised price target, analysts have shared a spectrum of views on the outlook for Burberry Group, focusing both on areas of optimism and ongoing caution.
ナラティブの更新 Oct 23

Analyst Commentary Signals Shifting Sentiment and Raised Price Targets for Burberry Group

Burberry Group's analyst price target has been raised significantly, with new targets now ranging from 1,500 GBp to 1,600 GBp. Analysts cite early signs of recovery in the European luxury sector and potential improvements in demand from China. Analyst Commentary Recent updates from equity research houses reflect a changing sentiment towards Burberry Group, highlighting both renewed optimism and ongoing areas of caution.
分析記事 Oct 15

Burberry Group (LON:BRBY) Has Some Difficulty Using Its Capital Effectively

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
ナラティブの更新 Oct 09

British Luxury And Digital Retail Will Redefine Future Markets

Burberry Group's fair value estimate has been raised to £12.68 per share from £12.40. Analysts cite a sector-wide recovery and optimism over sales momentum in China as key factors behind the upward revision.
分析記事 Sep 10

Does Burberry Group (LON:BRBY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
ナラティブの更新 Aug 27

British Luxury And Digital Retail Will Redefine Future Markets

With negligible changes in both the discount rate and future P/E, Burberry Group's consensus analyst price target essentially remained flat at £12.34. Valuation Changes Summary of Valuation Changes for Burberry Group The Consensus Analyst Price Target remained effectively unchanged, at £12.34.
分析記事 Aug 20

An Intrinsic Calculation For Burberry Group plc (LON:BRBY) Suggests It's 45% Undervalued

Key Insights The projected fair value for Burberry Group is UK£21.38 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jul 20

Subdued Growth No Barrier To Burberry Group plc (LON:BRBY) With Shares Advancing 31%

Burberry Group plc ( LON:BRBY ) shares have continued their recent momentum with a 31% gain in the last month alone...
User avatar
新しいナラティブ Dec 18

Inventory Woes And Luxury Market Challenges Threaten Margins But Focus On Outerwear And Cost Cuts Could Revive Growth

Focus on heritage and core categories may not capture market share, impacting short-term revenue growth amid cautious investor sentiment.

株主還元

BRBYGB LuxuryGB 市場
7D0.9%5.3%2.7%
1Y6.8%1.5%18.3%

業界別リターン: BRBY過去 1 年間で1.5 % の収益を上げたUK Luxury業界を上回りました。

リターン対市場: BRBYは、過去 1 年間で18.3 % のリターンを上げたUK市場を下回りました。

価格変動

Is BRBY's price volatile compared to industry and market?
BRBY volatility
BRBY Average Weekly Movement5.4%
Luxury Industry Average Movement4.8%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.7%
10% least volatile stocks in GB Market3.1%

安定した株価: BRBY 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BRBYの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
18567,299Josh Schulmanwww.burberryplc.com

バーバリー・グループは子会社とともに、アジア太平洋地域、中国、欧州、中東、インド、アフリカ、米州において、バーバリーブランドの高級品の製造、小売、卸売を行っている。同社は、小売・卸売とライセンスの2つのセグメントで事業を展開している。アクセサリー、レディースウェア、メンズウェア、キッズウェア、その他、アイウェア、ビューティ、バッグなどを提供している。また、バーバリーの商標を使用した製品の製造・販売を第三者にライセンス供与している。バーバリーは、直営店、売店、アウトレット、デジタル・コマース、バーバリー・フランチャイジー、百貨店、マルチブランド専門店、Burberry.comのウェブサイトを通じて製品を販売している。バーバリー・グループは1856年に設立され、英国ロンドンに本社を置いている。

Burberry Group plc 基礎のまとめ

Burberry Group の収益と売上を時価総額と比較するとどうか。
BRBY 基礎統計学
時価総額UK£4.15b
収益(TTM)UK£21.00m
売上高(TTM)UK£2.42b
192.3x
PER(株価収益率
1.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BRBY 損益計算書(TTM)
収益UK£2.42b
売上原価UK£777.00m
売上総利益UK£1.64b
その他の費用UK£1.62b
収益UK£21.00m

直近の収益報告

Mar 28, 2026

次回決算日

Jul 17, 2026

一株当たり利益(EPS)0.059
グロス・マージン67.89%
純利益率0.87%
有利子負債/自己資本比率60.0%

BRBY の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/06/17 18:05
終値2026/06/17 00:00
収益2026/03/28
年間収益2026/03/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Burberry Group plc 20 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。36

アナリスト機関
Victoria Lee SternBarclays
Carole MadjoBarclays
Harrison Woodin-LygoBerenberg