View ValuationSIG Group 将来の成長Future 基準チェック /36SIG Group利益と収益がそれぞれ年間44.3%と2.5%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10.5% 46.1%なると予測されています。主要情報44.3%収益成長率46.07%EPS成長率Packaging 収益成長33.6%収益成長率2.5%将来の株主資本利益率10.48%アナリストカバレッジGood最終更新日12 May 2026今後の成長に関する最新情報お知らせ • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.お知らせ • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.すべての更新を表示Recent updatesお知らせ • Mar 24SIG Group AG, Annual General Meeting, Apr 16, 2026SIG Group AG, Annual General Meeting, Apr 16, 2026, at 14:00 W. Europe Standard Time.Reported Earnings • Mar 04Full year 2025 earnings released: €0.23 loss per share (vs €0.51 profit in FY 2024)Full year 2025 results: €0.23 loss per share (down from €0.51 profit in FY 2024). Revenue: €3.25b (down 2.4% from FY 2024). Net loss: €87.0m (down 145% from profit in FY 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.お知らせ • Feb 10SIG Group AG to Report First Half, 2026 Results on Jul 28, 2026SIG Group AG announced that they will report first half, 2026 results on Jul 28, 2026お知らせ • Nov 18SIG Group AG Appoints Mikko Keto as Chief Executive OfficerSIG Group AG announced that, following an extensive global search, its Board of Directors has appointed Mikko Keto as the Company's Chief Executive Officer. He is expected to join in the first half of 2026. Mikko Keto joins SIG from FLSmidth. Mr. Keto joined FLSmidth in 2021 as President of the Mining division prior to becoming Group CEO in 2022. As CEO, he executed a comprehensive business transformation, including a financial and operational reset, portfolio optimization involving both a major divestment and merger, as well as a global efficiency and cost-reduction program. Mr. Keto doubled the value of FLSmidth during his tenure. Prior to joining FLSmidth, Mr. Keto spent over nine years at Metso Corporation, latterly serving as President, Services and Pumps. During his career, Mr. Keto has delivered business transformation across several companies including Nokia Networks, KONE Corporation, Metso Corporation, and FLSmidth. Since 2019, Mr. Keto has also served as a board director and member of the Audit Committee for the Normet Group. Mr. Keto has a degree in M.Sc. (Economics) from the Helsinki School of Economics. He will be based at SIG's headquarters in Switzerland.お知らせ • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.お知らせ • Oct 31SIG Group AG Expects Re-Instates Dividend Payment for the Year Ending 31 December 2026SIG Group AG announced that after the pause in the dividend payment for the year ending 31 December 2025, the Group expects to re-instate dividends for the year ending 31 December 2026 with a payout ratio of 30%-50% of adjusted net income.お知らせ • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.お知らせ • Sep 24SIG Group AG to Report Fiscal Year 2025 Results on Mar 03, 2026SIG Group AG announced that they will report fiscal year 2025 results on Mar 03, 2026New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Dividend is not well covered by earnings (100% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).お知らせ • Sep 19+ 1 more updateSIG Group AG Proposes to Pause Cash Dividend for the Year 2025SIG Group AG announced that given the Company’s increased focus on capital discipline, including its priority to reduce debt levels, the Board of Directors proposes to pause the cash dividend for the year 2025.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CHF9.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF17.60 per share.Reported Earnings • Aug 02First half 2025 earnings released: EPS: €0.24 (vs €0.22 in 1H 2024)First half 2025 results: EPS: €0.24 (up from €0.22 in 1H 2024). Revenue: €1.58b (flat on 1H 2024). Net income: €91.0m (up 7.2% from 1H 2024). Profit margin: 5.8% (up from 5.4% in 1H 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CHF13.46. The fair value is estimated to be CHF17.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Jun 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to CHF16.64. The fair value is estimated to be CHF20.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 44%After last week's 44% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF30.25 per share.Board Change • Apr 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Martine Snels was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 10+ 1 more updateSIG Group AG Announces Board ChangesSIG Group AG at its AGM held on April 8, 2025, elected Ola Rollén as a Board member and as chair of the Board. In addition, Niren Chaudhary and Urs Riedener have been elected as new board members. Andreas Umbach, Matthias Währen, Wah-Hui Chu, and Laurens Last for their contributions, all of whom did not stand for re-election in 2025. Andreas, Matthias, and Wah had served on the Board since the Group’s IPO in 2018.Upcoming Dividend • Apr 04Upcoming dividend of CHF0.49 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 15 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (3.4%).Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 36%After last week's 36% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF39.47 per share.お知らせ • Mar 14SIG Group AG, Annual General Meeting, Apr 08, 2025SIG Group AG, Annual General Meeting, Apr 08, 2025, at 14:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF37.34 per share.New Risk • Feb 26New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 72% Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Dividend is not well covered by earnings (72% payout ratio). Large one-off items impacting financial results.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: €0.51 (vs €0.64 in FY 2023)Full year 2024 results: EPS: €0.51 (down from €0.64 in FY 2023). Revenue: €3.33b (up 3.0% from FY 2023). Net income: €194.5m (down 20% from FY 2023). Profit margin: 5.8% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF20.93 per share.お知らせ • Feb 12SIG Group AG to Report First Half, 2025 Results on Jul 29, 2025SIG Group AG announced that they will report first half, 2025 results on Jul 29, 2025Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF23.01 per share.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF25.16 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 8.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.31 per share.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 39%After last week's 39% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 3.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.00 per share.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 41%After last week's 41% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.40 per share.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 40%After last week's 40% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.42 per share.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.Buy Or Sell Opportunity • Oct 15Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to CHF18.74. The fair value is estimated to be CHF23.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Jul 31First half 2024 earnings released: EPS: €0.22 (vs €0.14 in 1H 2023)First half 2024 results: EPS: €0.22 (up from €0.14 in 1H 2023). Revenue: €1.57b (up 2.2% from 1H 2023). Net income: €84.9m (up 61% from 1H 2023). Profit margin: 5.4% (up from 3.4% in 1H 2023). 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 Packaging industry in Europe.お知らせ • Jul 16SIG Group AG to Report Fiscal Year 2024 Results on Feb 25, 2025SIG Group AG announced that they will report fiscal year 2024 results on Feb 25, 2025Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 1.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF24.04 per share.Upcoming Dividend • Apr 19Upcoming dividend of CHF0.48 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.4%).Declared Dividend • Mar 28Dividend of CHF0.48 announcedShareholders will receive a dividend of CHF0.48. Ex-date: 26th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF27.55 per share.お知らせ • Feb 28SIG Group AG to Report First Half, 2024 Results on Jul 25, 2024SIG Group AG announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Feb 28Full year 2023 earnings released: EPS: €0.64 (vs €0.10 in FY 2022)Full year 2023 results: EPS: €0.64 (up from €0.10 in FY 2022). Revenue: €3.23b (up 16% from FY 2022). Net income: €243.2m (up €205.4m from FY 2022). Profit margin: 7.5% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Packaging industry in Europe.お知らせ • Dec 06SIG Appoints Allison Sutera as President, North AmericaSIG announced appointment of Allison Sutera to the role of President, SIG North America. In her new position, Ms. Sutera will have responsibility for Canada, USA, Mexico, and Central America for the entire SIG portfolio, representing the aseptic carton, bag-in-box, and spouted pouch businesses and play a key role in development of SIG in North America. Prior to joining SIG, Ms. Sutera spent time within the food and beverage industry with a career that has spanned CPG, foodservice, hospitality, and technology companies. She began her career at Pepsi Bottling Group and has held progressive and substantial leadership roles at PepsiCo, Kellogg's, and Aramark. Most recently, she served as the Chief Growth Officer at a foodservice technology company, 365 Retail Markets, where she led marketing, commercial, key acquisitions, and international divisions. Ms. Sutera holds a bachelor's degree in international business from the University of Kansas, and an MBA from the University of Colorado. She is based out of SIG's North America headquarters in Northlake, IL, USA.お知らせ • Nov 26SIG Group AG, Annual General Meeting, Apr 23, 2024SIG Group AG, Annual General Meeting, Apr 23, 2024.Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CHF25.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.お知らせ • Jul 29SIG Group AG to Report Fiscal Year 2023 Results on Feb 27, 2024SIG Group AG announced that they will report fiscal year 2023 results on Feb 27, 2024Reported Earnings • Jul 27First half 2023 earnings released: EPS: €0.14 (vs €0.19 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.19 in 1H 2022). Revenue: €1.54b (up 35% from 1H 2022). Net income: €52.6m (down 21% from 1H 2022). Profit margin: 3.4% (down from 5.8% in 1H 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Packaging industry in Europe.New Risk • Jul 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).お知らせ • May 06SIG Group AG to Report First Half, 2023 Results on Jul 25, 2023SIG Group AG announced that they will report first half, 2023 results on Jul 25, 2023Upcoming Dividend • Apr 18Upcoming dividend of CHF0.47 per share at 1.9% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.2%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.10 (vs €0.51 in FY 2021)Full year 2022 results: EPS: €0.10 (down from €0.51 in FY 2021). Revenue: €2.78b (up 35% from FY 2021). Net income: €37.8m (down 78% from FY 2021). Profit margin: 1.4% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe.Buying Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be CHF28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Jan 19Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be CHF28.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at CHF41.93 per share.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 1.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF39.37 per share.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Total returns to shareholders of 2.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF46.40 per share.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.68 per share.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 25% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF31.93 per share.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF34.93 per share.Buying Opportunity • Sep 19Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be CHF28.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Aug 30Now 21% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be CHF28.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Reported Earnings • Jul 27First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €92.0m from profit in 1H 2021). Profit margin: (down from 9.5% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 26%, compared to a 18% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF27.25 per share.お知らせ • Jul 07SIG Group AG to Report Fiscal Year 2022 Results on Feb 28, 2023SIG Group AG announced that they will report fiscal year 2022 results on Feb 28, 2023Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF28.77 per share.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Packaging industry in Europe.Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.51 (up from €0.21 in FY 2020). Revenue: €2.06b (up 14% from FY 2020). Net income: €172.1m (up 153% from FY 2020). Profit margin: 8.3% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in the United Kingdom.Buying Opportunity • Jan 27Now 22% undervaluedThe stock has been flat over the last 90 days. 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 grown by 4.4% over the last year. The company has become profitable over the last 3 years.業績と収益の成長予測LSE:0P4G - 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12/31/20283,5112983316081012/31/20273,3932693015691212/31/20263,2792582595231212/31/20253,249-87229514N/A9/30/20253,29157254537N/A6/30/20253,334201279559N/A3/31/20253,331198309604N/A12/31/20243,329195339649N/A9/30/20243,296235372699N/A6/30/20243,264276405749N/A3/31/20243,247259335706N/A12/31/20233,230243264663N/A9/30/20233,204134181589N/A6/30/20233,1772498515N/A3/31/20232,97931188547N/A12/31/20222,78038279578N/A9/30/20222,50992257526N/A6/30/20222,239147235474N/A3/31/20222,150159260502N/A12/31/20212,062172285531N/A9/30/20211,992161261490N/A6/30/20211,922150236448N/A3/31/20211,906140229428N/A12/31/20201,81668227426N/A9/30/20201,82980238436N/A6/30/20201,84292250445N/A3/31/20201,81377298490N/A12/31/20191,784107256438N/A9/30/20191,74948N/A357N/A6/30/20191,715-11N/A276N/A3/31/20191,658-55N/A229N/A12/31/20181,676-84N/A260N/A12/31/20171,664-97N/A245N/A12/31/20161,724-40N/A239N/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: 0P4Gは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.4% ) よりも高い成長率であると考えられます。収益対市場: 0P4G今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 0P4G今後 3 年以内に収益を上げることが予想されます。収益対市場: 0P4Gの収益 ( 2.5% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: 0P4Gの収益 ( 2.5% ) 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: 0P4G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 ( 10.5 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/05/21 11:12終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SIG Group AG 12 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。26 アナリスト機関Pallav MittalBarclaysBenjamin ThielmannBerenbergChiara Di GiammariaBerenberg23 その他のアナリストを表示
お知らせ • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.
お知らせ • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.
お知らせ • Mar 24SIG Group AG, Annual General Meeting, Apr 16, 2026SIG Group AG, Annual General Meeting, Apr 16, 2026, at 14:00 W. Europe Standard Time.
Reported Earnings • Mar 04Full year 2025 earnings released: €0.23 loss per share (vs €0.51 profit in FY 2024)Full year 2025 results: €0.23 loss per share (down from €0.51 profit in FY 2024). Revenue: €3.25b (down 2.4% from FY 2024). Net loss: €87.0m (down 145% from profit in FY 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
お知らせ • Feb 10SIG Group AG to Report First Half, 2026 Results on Jul 28, 2026SIG Group AG announced that they will report first half, 2026 results on Jul 28, 2026
お知らせ • Nov 18SIG Group AG Appoints Mikko Keto as Chief Executive OfficerSIG Group AG announced that, following an extensive global search, its Board of Directors has appointed Mikko Keto as the Company's Chief Executive Officer. He is expected to join in the first half of 2026. Mikko Keto joins SIG from FLSmidth. Mr. Keto joined FLSmidth in 2021 as President of the Mining division prior to becoming Group CEO in 2022. As CEO, he executed a comprehensive business transformation, including a financial and operational reset, portfolio optimization involving both a major divestment and merger, as well as a global efficiency and cost-reduction program. Mr. Keto doubled the value of FLSmidth during his tenure. Prior to joining FLSmidth, Mr. Keto spent over nine years at Metso Corporation, latterly serving as President, Services and Pumps. During his career, Mr. Keto has delivered business transformation across several companies including Nokia Networks, KONE Corporation, Metso Corporation, and FLSmidth. Since 2019, Mr. Keto has also served as a board director and member of the Audit Committee for the Normet Group. Mr. Keto has a degree in M.Sc. (Economics) from the Helsinki School of Economics. He will be based at SIG's headquarters in Switzerland.
お知らせ • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.
お知らせ • Oct 31SIG Group AG Expects Re-Instates Dividend Payment for the Year Ending 31 December 2026SIG Group AG announced that after the pause in the dividend payment for the year ending 31 December 2025, the Group expects to re-instate dividends for the year ending 31 December 2026 with a payout ratio of 30%-50% of adjusted net income.
お知らせ • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.
お知らせ • Sep 24SIG Group AG to Report Fiscal Year 2025 Results on Mar 03, 2026SIG Group AG announced that they will report fiscal year 2025 results on Mar 03, 2026
New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Dividend is not well covered by earnings (100% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).
お知らせ • Sep 19+ 1 more updateSIG Group AG Proposes to Pause Cash Dividend for the Year 2025SIG Group AG announced that given the Company’s increased focus on capital discipline, including its priority to reduce debt levels, the Board of Directors proposes to pause the cash dividend for the year 2025.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CHF9.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF17.60 per share.
Reported Earnings • Aug 02First half 2025 earnings released: EPS: €0.24 (vs €0.22 in 1H 2024)First half 2025 results: EPS: €0.24 (up from €0.22 in 1H 2024). Revenue: €1.58b (flat on 1H 2024). Net income: €91.0m (up 7.2% from 1H 2024). Profit margin: 5.8% (up from 5.4% in 1H 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CHF13.46. The fair value is estimated to be CHF17.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Jun 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to CHF16.64. The fair value is estimated to be CHF20.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 44%After last week's 44% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF30.25 per share.
Board Change • Apr 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Martine Snels was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 10+ 1 more updateSIG Group AG Announces Board ChangesSIG Group AG at its AGM held on April 8, 2025, elected Ola Rollén as a Board member and as chair of the Board. In addition, Niren Chaudhary and Urs Riedener have been elected as new board members. Andreas Umbach, Matthias Währen, Wah-Hui Chu, and Laurens Last for their contributions, all of whom did not stand for re-election in 2025. Andreas, Matthias, and Wah had served on the Board since the Group’s IPO in 2018.
Upcoming Dividend • Apr 04Upcoming dividend of CHF0.49 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 15 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 36%After last week's 36% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF39.47 per share.
お知らせ • Mar 14SIG Group AG, Annual General Meeting, Apr 08, 2025SIG Group AG, Annual General Meeting, Apr 08, 2025, at 14:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF37.34 per share.
New Risk • Feb 26New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 72% Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Dividend is not well covered by earnings (72% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: €0.51 (vs €0.64 in FY 2023)Full year 2024 results: EPS: €0.51 (down from €0.64 in FY 2023). Revenue: €3.33b (up 3.0% from FY 2023). Net income: €194.5m (down 20% from FY 2023). Profit margin: 5.8% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF20.93 per share.
お知らせ • Feb 12SIG Group AG to Report First Half, 2025 Results on Jul 29, 2025SIG Group AG announced that they will report first half, 2025 results on Jul 29, 2025
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF23.01 per share.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF25.16 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 8.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.31 per share.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 39%After last week's 39% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 3.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.00 per share.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 41%After last week's 41% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.40 per share.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 40%After last week's 40% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.42 per share.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.
Buy Or Sell Opportunity • Oct 15Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to CHF18.74. The fair value is estimated to be CHF23.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Jul 31First half 2024 earnings released: EPS: €0.22 (vs €0.14 in 1H 2023)First half 2024 results: EPS: €0.22 (up from €0.14 in 1H 2023). Revenue: €1.57b (up 2.2% from 1H 2023). Net income: €84.9m (up 61% from 1H 2023). Profit margin: 5.4% (up from 3.4% in 1H 2023). 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 Packaging industry in Europe.
お知らせ • Jul 16SIG Group AG to Report Fiscal Year 2024 Results on Feb 25, 2025SIG Group AG announced that they will report fiscal year 2024 results on Feb 25, 2025
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 1.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF24.04 per share.
Upcoming Dividend • Apr 19Upcoming dividend of CHF0.48 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.4%).
Declared Dividend • Mar 28Dividend of CHF0.48 announcedShareholders will receive a dividend of CHF0.48. Ex-date: 26th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF27.55 per share.
お知らせ • Feb 28SIG Group AG to Report First Half, 2024 Results on Jul 25, 2024SIG Group AG announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: €0.64 (vs €0.10 in FY 2022)Full year 2023 results: EPS: €0.64 (up from €0.10 in FY 2022). Revenue: €3.23b (up 16% from FY 2022). Net income: €243.2m (up €205.4m from FY 2022). Profit margin: 7.5% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Packaging industry in Europe.
お知らせ • Dec 06SIG Appoints Allison Sutera as President, North AmericaSIG announced appointment of Allison Sutera to the role of President, SIG North America. In her new position, Ms. Sutera will have responsibility for Canada, USA, Mexico, and Central America for the entire SIG portfolio, representing the aseptic carton, bag-in-box, and spouted pouch businesses and play a key role in development of SIG in North America. Prior to joining SIG, Ms. Sutera spent time within the food and beverage industry with a career that has spanned CPG, foodservice, hospitality, and technology companies. She began her career at Pepsi Bottling Group and has held progressive and substantial leadership roles at PepsiCo, Kellogg's, and Aramark. Most recently, she served as the Chief Growth Officer at a foodservice technology company, 365 Retail Markets, where she led marketing, commercial, key acquisitions, and international divisions. Ms. Sutera holds a bachelor's degree in international business from the University of Kansas, and an MBA from the University of Colorado. She is based out of SIG's North America headquarters in Northlake, IL, USA.
お知らせ • Nov 26SIG Group AG, Annual General Meeting, Apr 23, 2024SIG Group AG, Annual General Meeting, Apr 23, 2024.
Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CHF25.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.
お知らせ • Jul 29SIG Group AG to Report Fiscal Year 2023 Results on Feb 27, 2024SIG Group AG announced that they will report fiscal year 2023 results on Feb 27, 2024
Reported Earnings • Jul 27First half 2023 earnings released: EPS: €0.14 (vs €0.19 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.19 in 1H 2022). Revenue: €1.54b (up 35% from 1H 2022). Net income: €52.6m (down 21% from 1H 2022). Profit margin: 3.4% (down from 5.8% in 1H 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Packaging industry in Europe.
New Risk • Jul 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% 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 Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
お知らせ • May 06SIG Group AG to Report First Half, 2023 Results on Jul 25, 2023SIG Group AG announced that they will report first half, 2023 results on Jul 25, 2023
Upcoming Dividend • Apr 18Upcoming dividend of CHF0.47 per share at 1.9% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.2%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.10 (vs €0.51 in FY 2021)Full year 2022 results: EPS: €0.10 (down from €0.51 in FY 2021). Revenue: €2.78b (up 35% from FY 2021). Net income: €37.8m (down 78% from FY 2021). Profit margin: 1.4% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe.
Buying Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be CHF28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Jan 19Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be CHF28.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at CHF41.93 per share.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 1.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF39.37 per share.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Total returns to shareholders of 2.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF46.40 per share.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.68 per share.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 25% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF31.93 per share.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF34.93 per share.
Buying Opportunity • Sep 19Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be CHF28.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Aug 30Now 21% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be CHF28.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Jul 27First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €92.0m from profit in 1H 2021). Profit margin: (down from 9.5% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 26%, compared to a 18% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF27.25 per share.
お知らせ • Jul 07SIG Group AG to Report Fiscal Year 2022 Results on Feb 28, 2023SIG Group AG announced that they will report fiscal year 2022 results on Feb 28, 2023
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF28.77 per share.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Packaging industry in Europe.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.51 (up from €0.21 in FY 2020). Revenue: €2.06b (up 14% from FY 2020). Net income: €172.1m (up 153% from FY 2020). Profit margin: 8.3% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 12% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Jan 27Now 22% undervaluedThe stock has been flat over the last 90 days. 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 grown by 4.4% over the last year. The company has become profitable over the last 3 years.