SBO（0O05）株式概要SBO AGは世界中で鉄鋼製品を製造・販売している。 詳細0O05 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4/6過去の実績2/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より59.3%で取引されている 収益は年間46.5%増加すると予測されています アナリストらは、株価が20.4%上昇するだろうとほぼ一致している。 リスク分析2.45%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 利益率(2.5%)は昨年より低い(8%) すべてのリスクチェックを見る0O05 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,086 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA488,086 investors already sharing narrativesYour Fair Value€Current Price€31.952.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-46m648m2016201920222025202620282031Revenue €647.7mEarnings €16.1mAdvancedSet Fair ValueView all narrativesSBO AG 競合他社HuntingSymbol: LSE:HTGMarket cap: UK£686.0mGulf Marine ServicesSymbol: LSE:GMSMarket cap: UK£213.6mChesterfield Special Cylinders HoldingsSymbol: AIM:CSCMarket cap: UK£13.1mGulf Keystone PetroleumSymbol: LSE:GKPMarket cap: UK£377.9m価格と性能株価の高値、安値、推移の概要SBO過去の株価現在の株価€31.9552週高値€37.7552週安値€25.85ベータ0.571ヶ月の変化9.98%3ヶ月変化-13.18%1年変化8.31%3年間の変化-41.91%5年間の変化2.24%IPOからの変化-47.62%最新ニュースReported Earnings • May 23First quarter 2026 earnings released: EPS: €0.001 (vs €0.83 in 1Q 2025)First quarter 2026 results: EPS: €0.001 (down from €0.83 in 1Q 2025). Revenue: €98.5m (down 24% from 1Q 2025). Net income: €19.0k (down 100% from 1Q 2025). Profit margin: 0% (down from 10% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • May 02+ 1 more updateSBO AG Approves Election of Franz Viehböck to Supervisory BoardSBO AG announced at the AGM held on April 30, 2026, approved Franz Viehböck, CEO of Berndorf AG, was newly elected to the Supervisory Board. He brings extensive expertise in the areas of space and aerospace, technology, innovation, and international business development to the Supervisory Board. With this step, SBO further strengthens the Supervisory Board’s professional depth and governance expertise.Upcoming Dividend • Apr 29Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 13 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.0%).Declared Dividend • Mar 23Dividend reduced to €0.75Dividend of €0.75 is 57% lower than last year. Ex-date: 6th May 2026 Payment date: 13th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 125% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 22Full year 2025 earnings released: EPS: €1.50 (vs €2.88 in FY 2024)Full year 2025 results: EPS: €1.50 (down from €2.88 in FY 2024). Revenue: €455.3m (down 19% from FY 2024). Net income: €23.6m (down 48% from FY 2024). Profit margin: 5.2% (down from 8.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Dec 09SBO AG, Annual General Meeting, Apr 30, 2026SBO AG, Annual General Meeting, Apr 30, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 23First quarter 2026 earnings released: EPS: €0.001 (vs €0.83 in 1Q 2025)First quarter 2026 results: EPS: €0.001 (down from €0.83 in 1Q 2025). Revenue: €98.5m (down 24% from 1Q 2025). Net income: €19.0k (down 100% from 1Q 2025). Profit margin: 0% (down from 10% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • May 02+ 1 more updateSBO AG Approves Election of Franz Viehböck to Supervisory BoardSBO AG announced at the AGM held on April 30, 2026, approved Franz Viehböck, CEO of Berndorf AG, was newly elected to the Supervisory Board. He brings extensive expertise in the areas of space and aerospace, technology, innovation, and international business development to the Supervisory Board. With this step, SBO further strengthens the Supervisory Board’s professional depth and governance expertise.Upcoming Dividend • Apr 29Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 13 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.0%).Declared Dividend • Mar 23Dividend reduced to €0.75Dividend of €0.75 is 57% lower than last year. Ex-date: 6th May 2026 Payment date: 13th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 125% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 22Full year 2025 earnings released: EPS: €1.50 (vs €2.88 in FY 2024)Full year 2025 results: EPS: €1.50 (down from €2.88 in FY 2024). Revenue: €455.3m (down 19% from FY 2024). Net income: €23.6m (down 48% from FY 2024). Profit margin: 5.2% (down from 8.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Dec 09SBO AG, Annual General Meeting, Apr 30, 2026SBO AG, Annual General Meeting, Apr 30, 2026.Reported Earnings • Nov 21Third quarter 2025 earnings released: EPS: €0.19 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.19 (down from €0.60 in 3Q 2024). Revenue: €104.6m (down 24% from 3Q 2024). Net income: €3.06m (down 68% from 3Q 2024). Profit margin: 2.9% (down from 6.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year whereas the company’s share price has fallen by 25% per year.お知らせ • Oct 07+ 4 more updatesSBO AG to Report First Half, 2026 Results on Aug 20, 2026SBO AG announced that they will report first half, 2026 results on Aug 20, 2026Reported Earnings • Aug 24Second quarter 2025 earnings released: EPS: €0.35 (vs €0.64 in 2Q 2024)Second quarter 2025 results: EPS: €0.35 (down from €0.64 in 2Q 2024). Revenue: €124.4m (down 12% from 2Q 2024). Net income: €5.50m (down 45% from 2Q 2024). Profit margin: 4.4% (down from 7.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 22% per year.お知らせ • Aug 22SBO AG (WBAG:SBO) entered into an agreement to acquire 3T Additive Manufacturing Ltd for £4.8 million.SBO AG (WBAG:SBO) entered into an agreement to acquire 3T Additive Manufacturing Ltd for £4.8 million on August 19, 2025. A cash consideration of £4.76 million will be paid by SBO AG. As part of consideration, £4.76 million is paid towards common equity of 3T Additive Manufacturing Ltd. For the period ending December 31, 2024, 3T Additive Manufacturing Ltd reported total revenue of £5 million. The acquisition is subject to regulatory approvals in the UK. The expected completion of the transaction is in the second half of 2025.Reported Earnings • May 23First quarter 2025 earnings released: EPS: €0.83 (vs €0.95 in 1Q 2024)First quarter 2025 results: EPS: €0.83 (down from €0.95 in 1Q 2024). Revenue: €129.2m (down 12% from 1Q 2024). Net income: €13.0m (down 13% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • May 02Upcoming dividend of €1.75 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 5.6%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (6.8%).お知らせ • Apr 26Schoeller-Bleckmann Oilfield Equipment AG Approves Dividend Payment for the Year 2024, Payable on 15 May 2025Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft at its AGM held on April 24, 2025, approved to use the retained earnings of EUR 40.4 million reported in 2024 to pay a dividend of EUR 1.75 per share. The remaining amount will be carried forward to new account. The dividend payment date is 15 May 2025.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €30.30, the stock trades at a forward P/E ratio of 9x. Average trailing P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 33% over the past three years.Declared Dividend • Mar 23Dividend of €1.75 announcedShareholders will receive a dividend of €1.75. Ex-date: 8th May 2025 Payment date: 15th May 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 27Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft, Annual General Meeting, Apr 24, 2025Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft, Annual General Meeting, Apr 24, 2025.Reported Earnings • Nov 22Third quarter 2024 earnings released: EPS: €0.60 (vs €0.81 in 3Q 2023)Third quarter 2024 results: EPS: €0.60 (down from €0.81 in 3Q 2023). Revenue: €137.6m (down 3.5% from 3Q 2023). Net income: €9.43m (down 26% from 3Q 2023). Profit margin: 6.9% (down from 8.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Oct 03+ 4 more updatesSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaft to Report Q3, 2025 Results on Nov 20, 2025Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that they will report Q3, 2025 results on Nov 20, 2025Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €0.64 (vs €1.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.64 (down from €1.39 in 2Q 2023). Revenue: €141.3m (down 4.1% from 2Q 2023). Net income: €10.0m (down 54% from 2Q 2023). Profit margin: 7.1% (down from 15% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 26First quarter 2024 earnings released: EPS: €0.95 (vs €1.35 in 1Q 2023)First quarter 2024 results: EPS: €0.95 (down from €1.35 in 1Q 2023). Revenue: €146.7m (flat on 1Q 2023). Net income: €15.0m (down 30% from 1Q 2023). Profit margin: 10% (down from 14% in 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 25Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.6%).お知らせ • Oct 12Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) acquired Praxis Completion Technology FZCO.Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) signed an agreement to acquire Praxis Completion Technology FZCO for $22 million on June 1, 2023. The purchase price for the acquisition is $22 million of which 80 % is due at closing and 20% two years after closing and will be increased by the results generated from January 1, 2023 to Closing, as well as working capital adjustments. Praxis Completion Technology has reported sales of around $15 million for fiscal year ended December 31, 2022. The transaction is subject to regulatory approvals. The transaction is expected to complete during second half of 2023. The compensation had not yet been determined at the time of closing. Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) acquired Praxis Completion Technology FZCO on October 10, 2023.Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be €64.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 103%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 9.1% in the next 2 years.お知らせ • Aug 29+ 4 more updatesSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaft to Report First Half, 2024 Results on Aug 22, 2024Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that they will report first half, 2024 results on Aug 22, 2024Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: €1.39 (vs €1.46 in 2Q 2022)Second quarter 2023 results: EPS: €1.39 (down from €1.46 in 2Q 2022). Revenue: €147.4m (up 21% from 2Q 2022). Net income: €21.8m (down 5.2% from 2Q 2022). Profit margin: 15% (down from 19% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 09Schoeller-Bleckmann Oilfield Equipment Ag Announces Executive Changes January 1 2024Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that effective January 1, 2024 At the beginning of the year, CEO Gerald Grohmann announced after 22 years in the position that he would not renew his contract that runs until the end of the year. Until then, he will remain in the position in a fully operational capacity . As of January 2024, Klaus Mader, currently Chief Financial Officer (CFO) of SBO, will assume the position of Chief Executive Officer (CEO) and CFO in combination. Campbell MacPherson, currently head of SBO's Advanced Manufacturing & Services (AMS) division, will be promoted to the Executive Board and become Chief Operating Officer (COO) of the company. With this decision, the Supervisory Board combines the best expertise and market knowledge with a high degree of continuity in the company's management. Mader Klaus Mader, 53, who holds a degree in business administration, joined SBO's Executive Board as CFO in autumn 2015. From 2000 to 2015he held management positions within the Tyrolit Group, including ten years as Executive Vice President Finance & Administration. Prior to that, the financial expert held various positions in finance, controlling and tax among others at Wienerberger Baustoffindustrie AG. About Campbell MacPherson Campbell MacPherson, 48, has worked for the SBO Group for a total of 15 years. Prior to his current position as Executive Vice President of the AMS Division of SBO, the British national was Managing Director of the subsidiaries in Great Britain and Vietnam, among others.お知らせ • Jun 02Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) signed an agreement to acquire Praxis Completion Technology FZCO for $22 million.Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) signed an agreement to acquire Praxis Completion Technology FZCO for $22 million on June 1, 2023. The purchase price for the acquisition is $22 million of which 80 % is due at closing and 20% two years after closing and will be increased by the results generated from January 1, 2023 to Closing, as well as working capital adjustments. Praxis Completion Technology has reported sales of around $15 million for fiscal year ended December 31, 2022. The transaction is subject to regulatory approvals. The transaction is expected to complete during second half of 2023.Reported Earnings • May 26First quarter 2023 earnings released: EPS: €1.35 (vs €0.72 in 1Q 2022)First quarter 2023 results: EPS: €1.35 (up from €0.72 in 1Q 2022). Revenue: €147.3m (up 47% from 1Q 2022). Net income: €21.3m (up 87% from 1Q 2022). Profit margin: 14% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 16Upcoming dividend of €2.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 23 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.5%).Reported Earnings • Mar 17Full year 2022 earnings released: EPS: €4.78 (vs €1.33 in FY 2021)Full year 2022 results: EPS: €4.78 (up from €1.33 in FY 2021). Revenue: €501.2m (up 71% from FY 2021). Net income: €75.2m (up 259% from FY 2021). Profit margin: 15% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 27Third quarter 2022 earnings released: EPS: €1.33 (vs €0.30 in 3Q 2021)Third quarter 2022 results: EPS: €1.33 (up from €0.30 in 3Q 2021). Revenue: €138.5m (up 76% from 3Q 2021). Net income: €21.0m (up 346% from 3Q 2021). Profit margin: 15% (up from 6.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be €61.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €45.13, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €66.72 per share.Buying Opportunity • Sep 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be €68.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.お知らせ • Aug 30+ 4 more updatesSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaft to Report First Half, 2023 Results on Aug 24, 2023Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that they will report first half, 2023 results on Aug 24, 2023Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: €2.19 (vs €0.20 in 2Q 2021)Second quarter 2022 results: EPS: €2.19 (up from €0.20 in 2Q 2021). Revenue: €222.7m (up 217% from 2Q 2021). Net income: €34.4m (up €31.2m from 2Q 2021). Profit margin: 15% (up from 4.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.2%, compared to a 5.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • May 21First quarter 2022 earnings released: EPS: €0.72 (vs €0.063 in 1Q 2021)First quarter 2022 results: EPS: €0.72 (up from €0.063 in 1Q 2021). Revenue: €100.5m (up 69% from 1Q 2021). Net income: €11.4m (up €10.4m from 1Q 2021). Profit margin: 11% (up from 1.7% in 1Q 2021). Over the next year, revenue is forecast to grow 27%, compared to a 4.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to €66.15, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 11x in the Energy Services industry in Europe. Total loss to shareholders of 2.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.23 per share.Upcoming Dividend • May 10Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 17 May 2022. Payment date: 19 May 2022. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (3.8%).Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to €44.15, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.95 per share.Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: EPS: €0.30 (up from €0.59 loss in 3Q 2020). Revenue: €78.8m (up 52% from 3Q 2020). Net income: €4.70m (up €14.0m from 3Q 2020). Profit margin: 6.0% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 33%, compared to a 3.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 23Second quarter 2021 earnings released: EPS €0.20 (vs €1.31 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: €70.2m (down 7.2% from 2Q 2020). Net income: €3.19m (up €23.9m from 2Q 2020). Profit margin: 4.6% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Reported Earnings • May 21First quarter 2021 earnings released: EPS €0.06 (vs €0.54 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €59.3m (down 46% from 1Q 2020). Net income: €1.00m (down 88% from 1Q 2020). Profit margin: 1.7% (down from 7.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 20Full year 2020 earnings released: €1.38 loss per share (vs €2.03 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: €291.2m (down 35% from FY 2019). Net loss: €21.7m (down 167% from profit in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 16New 90-day high: €37.08The company is up 37% from its price of €27.15 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.40 per share.Is New 90 Day High Low • Dec 19New 90-day high: €30.30The company is up 33% from its price of €22.70 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.80 per share.Reported Earnings • Nov 28Third quarter 2020 earnings released: €0.59 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €51.9m (down 53% from 3Q 2019). Net loss: €9.26m (down 199% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Nov 11New 90-day high: €25.45The company is up 3.0% from its price of €24.80 on 13 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.09 per share.Is New 90 Day High Low • Sep 22New 90-day low: €21.45The company is down 14% from its price of €24.80 on 24 June 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.63 per share.株主還元0O05GB Energy ServicesGB 市場7D2.2%2.6%1.2%1Y8.3%30.3%17.0%株主還元を見る業界別リターン: 0O05過去 1 年間で30.3 % の収益を上げたUK Energy Services業界を下回りました。リターン対市場: 0O05は、過去 1 年間で17 % のリターンを上げたUK市場を下回りました。価格変動Is 0O05's price volatile compared to industry and market?0O05 volatility0O05 Average Weekly Movement4.3%Energy Services Industry Average Movement5.3%Market Average Movement5.1%10% most volatile stocks in GB Market10.4%10% least volatile stocks in GB Market2.7%安定した株価: 0O05 、 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: 0O05の 週次ボラティリティ ( 4% ) 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18621,533Klaus Maderwww.sbo.at/enSBO AG は世界各地で鉄鋼製品を製造・販売している。精密技術とエネルギー機器の2つのセグメントで事業を展開している。高強度非磁性鋼と精密部品、高度添加物製造、サービスと修理、高性能掘削モーターなどのエネルギー機器、回転操舵工具、循環工具、坑井完成ソリューションなどを提供している。SBO AGの前身はSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaftで、2025年7月にSBO AGに社名変更した。同社は1862年に設立され、オーストリアのテルニッツに本社を置いている。もっと見るSBO AG 基礎のまとめSBO の収益と売上を時価総額と比較するとどうか。0O05 基礎統計学時価総額€483.03m収益（TTM）€10.56m売上高(TTM)€424.60m45.7xPER（株価収益率1.1xP/Sレシオ0O05 は割高か？公正価値と評価分析を参照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0O05 損益計算書（TTM）収益€424.60m売上原価€308.47m売上総利益€116.14mその他の費用€105.58m収益€10.56m直近の収益報告Mar 31, 2026次回決算日Aug 20, 2026一株当たり利益（EPS）0.67グロス・マージン27.35%純利益率2.49%有利子負債／自己資本比率83.1%0O05 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り112%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 02:44終値2026/07/27 00:00収益2026/03/31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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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SBO AG 5 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。11 アナリスト機関Richard DawsonBerenbergJames RedfernBofA Global ResearchAlexander BrooksCanaccord Genuity8 その他のアナリストを表示
Reported Earnings • May 23First quarter 2026 earnings released: EPS: €0.001 (vs €0.83 in 1Q 2025)First quarter 2026 results: EPS: €0.001 (down from €0.83 in 1Q 2025). Revenue: €98.5m (down 24% from 1Q 2025). Net income: €19.0k (down 100% from 1Q 2025). Profit margin: 0% (down from 10% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • May 02+ 1 more updateSBO AG Approves Election of Franz Viehböck to Supervisory BoardSBO AG announced at the AGM held on April 30, 2026, approved Franz Viehböck, CEO of Berndorf AG, was newly elected to the Supervisory Board. He brings extensive expertise in the areas of space and aerospace, technology, innovation, and international business development to the Supervisory Board. With this step, SBO further strengthens the Supervisory Board’s professional depth and governance expertise.
Upcoming Dividend • Apr 29Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 13 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.0%).
Declared Dividend • Mar 23Dividend reduced to €0.75Dividend of €0.75 is 57% lower than last year. Ex-date: 6th May 2026 Payment date: 13th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 125% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 22Full year 2025 earnings released: EPS: €1.50 (vs €2.88 in FY 2024)Full year 2025 results: EPS: €1.50 (down from €2.88 in FY 2024). Revenue: €455.3m (down 19% from FY 2024). Net income: €23.6m (down 48% from FY 2024). Profit margin: 5.2% (down from 8.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 09SBO AG, Annual General Meeting, Apr 30, 2026SBO AG, Annual General Meeting, Apr 30, 2026.
Reported Earnings • May 23First quarter 2026 earnings released: EPS: €0.001 (vs €0.83 in 1Q 2025)First quarter 2026 results: EPS: €0.001 (down from €0.83 in 1Q 2025). Revenue: €98.5m (down 24% from 1Q 2025). Net income: €19.0k (down 100% from 1Q 2025). Profit margin: 0% (down from 10% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • May 02+ 1 more updateSBO AG Approves Election of Franz Viehböck to Supervisory BoardSBO AG announced at the AGM held on April 30, 2026, approved Franz Viehböck, CEO of Berndorf AG, was newly elected to the Supervisory Board. He brings extensive expertise in the areas of space and aerospace, technology, innovation, and international business development to the Supervisory Board. With this step, SBO further strengthens the Supervisory Board’s professional depth and governance expertise.
Upcoming Dividend • Apr 29Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 06 May 2026. Payment date: 13 May 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.0%).
Declared Dividend • Mar 23Dividend reduced to €0.75Dividend of €0.75 is 57% lower than last year. Ex-date: 6th May 2026 Payment date: 13th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 125% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 22Full year 2025 earnings released: EPS: €1.50 (vs €2.88 in FY 2024)Full year 2025 results: EPS: €1.50 (down from €2.88 in FY 2024). Revenue: €455.3m (down 19% from FY 2024). Net income: €23.6m (down 48% from FY 2024). Profit margin: 5.2% (down from 8.1% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 09SBO AG, Annual General Meeting, Apr 30, 2026SBO AG, Annual General Meeting, Apr 30, 2026.
Reported Earnings • Nov 21Third quarter 2025 earnings released: EPS: €0.19 (vs €0.60 in 3Q 2024)Third quarter 2025 results: EPS: €0.19 (down from €0.60 in 3Q 2024). Revenue: €104.6m (down 24% from 3Q 2024). Net income: €3.06m (down 68% from 3Q 2024). Profit margin: 2.9% (down from 6.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year whereas the company’s share price has fallen by 25% per year.
お知らせ • Oct 07+ 4 more updatesSBO AG to Report First Half, 2026 Results on Aug 20, 2026SBO AG announced that they will report first half, 2026 results on Aug 20, 2026
Reported Earnings • Aug 24Second quarter 2025 earnings released: EPS: €0.35 (vs €0.64 in 2Q 2024)Second quarter 2025 results: EPS: €0.35 (down from €0.64 in 2Q 2024). Revenue: €124.4m (down 12% from 2Q 2024). Net income: €5.50m (down 45% from 2Q 2024). Profit margin: 4.4% (down from 7.1% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • Aug 22SBO AG (WBAG:SBO) entered into an agreement to acquire 3T Additive Manufacturing Ltd for £4.8 million.SBO AG (WBAG:SBO) entered into an agreement to acquire 3T Additive Manufacturing Ltd for £4.8 million on August 19, 2025. A cash consideration of £4.76 million will be paid by SBO AG. As part of consideration, £4.76 million is paid towards common equity of 3T Additive Manufacturing Ltd. For the period ending December 31, 2024, 3T Additive Manufacturing Ltd reported total revenue of £5 million. The acquisition is subject to regulatory approvals in the UK. The expected completion of the transaction is in the second half of 2025.
Reported Earnings • May 23First quarter 2025 earnings released: EPS: €0.83 (vs €0.95 in 1Q 2024)First quarter 2025 results: EPS: €0.83 (down from €0.95 in 1Q 2024). Revenue: €129.2m (down 12% from 1Q 2024). Net income: €13.0m (down 13% from 1Q 2024). Profit margin: 10% (in line with 1Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • May 02Upcoming dividend of €1.75 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 5.6%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (6.8%).
お知らせ • Apr 26Schoeller-Bleckmann Oilfield Equipment AG Approves Dividend Payment for the Year 2024, Payable on 15 May 2025Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft at its AGM held on April 24, 2025, approved to use the retained earnings of EUR 40.4 million reported in 2024 to pay a dividend of EUR 1.75 per share. The remaining amount will be carried forward to new account. The dividend payment date is 15 May 2025.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €30.30, the stock trades at a forward P/E ratio of 9x. Average trailing P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 33% over the past three years.
Declared Dividend • Mar 23Dividend of €1.75 announcedShareholders will receive a dividend of €1.75. Ex-date: 8th May 2025 Payment date: 15th May 2025 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 27Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft, Annual General Meeting, Apr 24, 2025Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft, Annual General Meeting, Apr 24, 2025.
Reported Earnings • Nov 22Third quarter 2024 earnings released: EPS: €0.60 (vs €0.81 in 3Q 2023)Third quarter 2024 results: EPS: €0.60 (down from €0.81 in 3Q 2023). Revenue: €137.6m (down 3.5% from 3Q 2023). Net income: €9.43m (down 26% from 3Q 2023). Profit margin: 6.9% (down from 8.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Oct 03+ 4 more updatesSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaft to Report Q3, 2025 Results on Nov 20, 2025Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that they will report Q3, 2025 results on Nov 20, 2025
Reported Earnings • Aug 23Second quarter 2024 earnings released: EPS: €0.64 (vs €1.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.64 (down from €1.39 in 2Q 2023). Revenue: €141.3m (down 4.1% from 2Q 2023). Net income: €10.0m (down 54% from 2Q 2023). Profit margin: 7.1% (down from 15% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 26First quarter 2024 earnings released: EPS: €0.95 (vs €1.35 in 1Q 2023)First quarter 2024 results: EPS: €0.95 (down from €1.35 in 1Q 2023). Revenue: €146.7m (flat on 1Q 2023). Net income: €15.0m (down 30% from 1Q 2023). Profit margin: 10% (down from 14% in 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 25Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.6%).
お知らせ • Oct 12Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) acquired Praxis Completion Technology FZCO.Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) signed an agreement to acquire Praxis Completion Technology FZCO for $22 million on June 1, 2023. The purchase price for the acquisition is $22 million of which 80 % is due at closing and 20% two years after closing and will be increased by the results generated from January 1, 2023 to Closing, as well as working capital adjustments. Praxis Completion Technology has reported sales of around $15 million for fiscal year ended December 31, 2022. The transaction is subject to regulatory approvals. The transaction is expected to complete during second half of 2023. The compensation had not yet been determined at the time of closing. Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) acquired Praxis Completion Technology FZCO on October 10, 2023.
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be €64.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 103%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 9.1% in the next 2 years.
お知らせ • Aug 29+ 4 more updatesSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaft to Report First Half, 2024 Results on Aug 22, 2024Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that they will report first half, 2024 results on Aug 22, 2024
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: €1.39 (vs €1.46 in 2Q 2022)Second quarter 2023 results: EPS: €1.39 (down from €1.46 in 2Q 2022). Revenue: €147.4m (up 21% from 2Q 2022). Net income: €21.8m (down 5.2% from 2Q 2022). Profit margin: 15% (down from 19% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 09Schoeller-Bleckmann Oilfield Equipment Ag Announces Executive Changes January 1 2024Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that effective January 1, 2024 At the beginning of the year, CEO Gerald Grohmann announced after 22 years in the position that he would not renew his contract that runs until the end of the year. Until then, he will remain in the position in a fully operational capacity . As of January 2024, Klaus Mader, currently Chief Financial Officer (CFO) of SBO, will assume the position of Chief Executive Officer (CEO) and CFO in combination. Campbell MacPherson, currently head of SBO's Advanced Manufacturing & Services (AMS) division, will be promoted to the Executive Board and become Chief Operating Officer (COO) of the company. With this decision, the Supervisory Board combines the best expertise and market knowledge with a high degree of continuity in the company's management. Mader Klaus Mader, 53, who holds a degree in business administration, joined SBO's Executive Board as CFO in autumn 2015. From 2000 to 2015he held management positions within the Tyrolit Group, including ten years as Executive Vice President Finance & Administration. Prior to that, the financial expert held various positions in finance, controlling and tax among others at Wienerberger Baustoffindustrie AG. About Campbell MacPherson Campbell MacPherson, 48, has worked for the SBO Group for a total of 15 years. Prior to his current position as Executive Vice President of the AMS Division of SBO, the British national was Managing Director of the subsidiaries in Great Britain and Vietnam, among others.
お知らせ • Jun 02Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) signed an agreement to acquire Praxis Completion Technology FZCO for $22 million.Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft (WBAG:SBO) signed an agreement to acquire Praxis Completion Technology FZCO for $22 million on June 1, 2023. The purchase price for the acquisition is $22 million of which 80 % is due at closing and 20% two years after closing and will be increased by the results generated from January 1, 2023 to Closing, as well as working capital adjustments. Praxis Completion Technology has reported sales of around $15 million for fiscal year ended December 31, 2022. The transaction is subject to regulatory approvals. The transaction is expected to complete during second half of 2023.
Reported Earnings • May 26First quarter 2023 earnings released: EPS: €1.35 (vs €0.72 in 1Q 2022)First quarter 2023 results: EPS: €1.35 (up from €0.72 in 1Q 2022). Revenue: €147.3m (up 47% from 1Q 2022). Net income: €21.3m (up 87% from 1Q 2022). Profit margin: 14% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 16Upcoming dividend of €2.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 23 May 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.5%).
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: €4.78 (vs €1.33 in FY 2021)Full year 2022 results: EPS: €4.78 (up from €1.33 in FY 2021). Revenue: €501.2m (up 71% from FY 2021). Net income: €75.2m (up 259% from FY 2021). Profit margin: 15% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 27Third quarter 2022 earnings released: EPS: €1.33 (vs €0.30 in 3Q 2021)Third quarter 2022 results: EPS: €1.33 (up from €0.30 in 3Q 2021). Revenue: €138.5m (up 76% from 3Q 2021). Net income: €21.0m (up 346% from 3Q 2021). Profit margin: 15% (up from 6.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be €61.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €45.13, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Energy Services industry in Europe. Total loss to shareholders of 7.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €66.72 per share.
Buying Opportunity • Sep 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.3%. The fair value is estimated to be €68.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
お知らせ • Aug 30+ 4 more updatesSchoeller-Bleckmann Oilfield Equipment Aktiengesellschaft to Report First Half, 2023 Results on Aug 24, 2023Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft announced that they will report first half, 2023 results on Aug 24, 2023
Reported Earnings • Aug 19Second quarter 2022 earnings released: EPS: €2.19 (vs €0.20 in 2Q 2021)Second quarter 2022 results: EPS: €2.19 (up from €0.20 in 2Q 2021). Revenue: €222.7m (up 217% from 2Q 2021). Net income: €34.4m (up €31.2m from 2Q 2021). Profit margin: 15% (up from 4.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.2%, compared to a 5.7% growth forecast for the Energy Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • May 21First quarter 2022 earnings released: EPS: €0.72 (vs €0.063 in 1Q 2021)First quarter 2022 results: EPS: €0.72 (up from €0.063 in 1Q 2021). Revenue: €100.5m (up 69% from 1Q 2021). Net income: €11.4m (up €10.4m from 1Q 2021). Profit margin: 11% (up from 1.7% in 1Q 2021). Over the next year, revenue is forecast to grow 27%, compared to a 4.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to €66.15, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 11x in the Energy Services industry in Europe. Total loss to shareholders of 2.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.23 per share.
Upcoming Dividend • May 10Upcoming dividend of €0.75 per shareEligible shareholders must have bought the stock before 17 May 2022. Payment date: 19 May 2022. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (3.8%).
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to €44.15, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Energy Services industry in Europe. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.95 per share.
Reported Earnings • Nov 27Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: EPS: €0.30 (up from €0.59 loss in 3Q 2020). Revenue: €78.8m (up 52% from 3Q 2020). Net income: €4.70m (up €14.0m from 3Q 2020). Profit margin: 6.0% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 33%, compared to a 3.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 23Second quarter 2021 earnings released: EPS €0.20 (vs €1.31 loss in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: €70.2m (down 7.2% from 2Q 2020). Net income: €3.19m (up €23.9m from 2Q 2020). Profit margin: 4.6% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 21First quarter 2021 earnings released: EPS €0.06 (vs €0.54 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: €59.3m (down 46% from 1Q 2020). Net income: €1.00m (down 88% from 1Q 2020). Profit margin: 1.7% (down from 7.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 20Full year 2020 earnings released: €1.38 loss per share (vs €2.03 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: €291.2m (down 35% from FY 2019). Net loss: €21.7m (down 167% from profit in FY 2019). Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 16New 90-day high: €37.08The company is up 37% from its price of €27.15 on 17 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.40 per share.
Is New 90 Day High Low • Dec 19New 90-day high: €30.30The company is up 33% from its price of €22.70 on 18 September 2020. The British market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.80 per share.
Reported Earnings • Nov 28Third quarter 2020 earnings released: €0.59 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: €51.9m (down 53% from 3Q 2019). Net loss: €9.26m (down 199% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Nov 11New 90-day high: €25.45The company is up 3.0% from its price of €24.80 on 13 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.09 per share.
Is New 90 Day High Low • Sep 22New 90-day low: €21.45The company is down 14% from its price of €24.80 on 24 June 2020. The British market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.63 per share.
