Essentra（ESNT）株式概要
Essentra plcは、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域で、プラスチック射出成形品、ビニールディップ成形品、金属製品の製造・販売を行っている。 詳細
ESNT Community Fair Values
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Analyst Price Targets
Essentra plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£0.83 |
| 52週高値 | UK£1.24 |
| 52週安値 | UK£0.78 |
| ベータ | 0.83 |
| 1ヶ月の変化 | -3.05% |
| 3ヶ月変化 | -1.67% |
| 1年変化 | -24.91% |
| 3年間の変化 | -48.82% |
| 5年間の変化 | -70.34% |
| IPOからの変化 | -64.40% |
最新ニュース
ナラティブの更新 • Jun 24
ESNT: Discount Rate And P/E Reset Will Support Future Upside
Analysts have trimmed their Essentra price targets by £0.10 after recent research updates, citing modest adjustments to the discount rate and future P/E assumptions while leaving fair value and core operating expectations broadly unchanged. Analyst Commentary Recent research on Essentra highlights a mix of optimism and caution, with the latest price target trim of £0.10 framed more as a technical adjustment than a reset of the core thesis.ナラティブの更新 • Jun 08
ESNT: Refreshed Dividend Policy And P/E Assumptions Will Support Future Upside
Essentra's analyst price target has been trimmed by £0.10, as analysts factor in recent rating changes and refreshed assumptions around discount rates, growth and P/E expectations. Analyst Commentary Recent research updates on Essentra focus on how refreshed assumptions for discount rates, growth and P/E are feeding into valuation, rather than any single company specific event.ナラティブの更新 • May 25
ESNT: Reset Dividend And Margin Assumptions Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Essentra, with the updated price target moving from about £1.76 to £1.67. This reflects recent research that cites a slightly higher discount rate, modestly adjusted growth and margin assumptions, and recent downgrades from major brokers.
ナラティブの更新 • Apr 25
ESNT: FY25 Dividend Policy And Margin Outlook Will Support Re Rating
Analysts have reduced their fair value estimate for Essentra to £1.00 from £1.30, reflecting updated assumptions that include slightly higher discount rates, more modest revenue growth, softer profit margins, a lower future P/E, recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious on Essentra, with fresh reports highlighting reduced optimism on valuation, execution and growth visibility.Recent updates
ナラティブの更新 • Jun 24
ESNT: Discount Rate And P/E Reset Will Support Future Upside
Analysts have trimmed their Essentra price targets by £0.10 after recent research updates, citing modest adjustments to the discount rate and future P/E assumptions while leaving fair value and core operating expectations broadly unchanged. Analyst Commentary Recent research on Essentra highlights a mix of optimism and caution, with the latest price target trim of £0.10 framed more as a technical adjustment than a reset of the core thesis.ナラティブの更新 • Jun 08
ESNT: Refreshed Dividend Policy And P/E Assumptions Will Support Future Upside
Essentra's analyst price target has been trimmed by £0.10, as analysts factor in recent rating changes and refreshed assumptions around discount rates, growth and P/E expectations. Analyst Commentary Recent research updates on Essentra focus on how refreshed assumptions for discount rates, growth and P/E are feeding into valuation, rather than any single company specific event.ナラティブの更新 • May 25
ESNT: Reset Dividend And Margin Assumptions Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Essentra, with the updated price target moving from about £1.76 to £1.67. This reflects recent research that cites a slightly higher discount rate, modestly adjusted growth and margin assumptions, and recent downgrades from major brokers.ナラティブの更新 • Apr 25
ESNT: FY25 Dividend Policy And Margin Outlook Will Support Re Rating
Analysts have reduced their fair value estimate for Essentra to £1.00 from £1.30, reflecting updated assumptions that include slightly higher discount rates, more modest revenue growth, softer profit margins, a lower future P/E, recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious on Essentra, with fresh reports highlighting reduced optimism on valuation, execution and growth visibility.ナラティブの更新 • Apr 11
ESNT: Dividend Policy And Margin Outlook Will Support Future Upside Potential
Analysts have trimmed their price target on Essentra from £1.83 to £1.76, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Essentra recommends a final ordinary dividend of 1.2 pence per share for 2025, with a total 2025 dividend of 2.0 pence per share, compared with a final 1.55 pence and total 2.8 pence for 2024 (Key Developments).分析記事 • Apr 06
We Think You Can Look Beyond Essentra's (LON:ESNT) Lackluster Earnings
Shareholders appeared unconcerned with Essentra plc's ( LON:ESNT ) lackluster earnings report last week. We did some...ナラティブの更新 • Mar 27
ESNT: FY25 Margin Outlook And Dividend Policy Will Support Re Rating View
Analysts have trimmed their price target on Essentra by £1.30. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher profit margin outlook and a reduced future P/E multiple.ナラティブの更新 • Mar 13
ESNT: FY25 Guidance And Refined Assumptions Will Support A Re Rating View
Analysts have slightly reduced their price target for Essentra to reflect refreshed assumptions on discount rates, revenue growth, profit margins and future P/E, resulting in a modestly lower implied fair value in £ terms while keeping the overall thesis broadly unchanged. What's in the News Essentra issued earnings guidance for FY25, with group revenue expected to grow by 2.5% on a constant currency, like-for-like basis.ナラティブの更新 • Feb 27
ESNT: FY25 Guidance And Revised Assumptions Will Support A Re Rating View
Analysts have adjusted their price target on Essentra to £1.30, with the change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. They see these assumptions as better aligning the valuation with current company fundamentals.ナラティブの更新 • Feb 13
ESNT: Higher Future P/E Will Offset Softer Margins And Revenue Guidance
Analysts have modestly reduced their price target for Essentra to £1.83 from £1.89. This reflects updated views on slightly softer revenue growth, lower profit margin assumptions and a higher future P/E multiple.ナラティブの更新 • Jan 30
ESNT: Guidance On FY25 Revenue Will Support A Rerating View
Analysts have trimmed their fair value estimate for Essentra from £1.70 to £1.30, citing a combination of slightly higher assumed revenue growth, a higher discount rate, a lower projected profit margin, and a marginally higher future P/E multiple. What's in the News Essentra issued earnings guidance for FY25, with Group revenue expected to grow by 2.5% on a constant currency, like for like basis, giving investors a reference point for management's current outlook (company guidance).ナラティブの更新 • Jan 16
ESNT: Higher Future P/E Will Support Returns Despite Softer Margins
Analysts have trimmed their price targets for Essentra, reflecting updated assumptions for slightly lower revenue growth and profit margins. This has been partly offset by a higher assumed future P/E of 45.66x compared with the previous 35.36x.分析記事 • Aug 08
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings
LSE:ESNT 1 Year Share Price vs Fair Value Explore Essentra's Fair Values from the Community and select yours Essentra...分析記事 • Aug 01
Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year
Essentra plc ( LON:ESNT ) is reducing its dividend to £0.008 on the 24th of Octoberwhich is 36% less than last year's...分析記事 • Jun 27
These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 05
Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155
The board of Essentra plc ( LON:ESNT ) has announced that it will pay a dividend on the 3rd of July, with investors...
新しいナラティブ • Mar 23
Investments In Digitalization And Sustainability Will Expand Product Offerings And Strengthen Customer Retention
Strategic acquisitions and focus on efficiencies are enhancing Essentra's revenue streams and improving margins, aiding organic growth.分析記事 • Mar 22
Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155
Essentra plc ( LON:ESNT ) will pay a dividend of £0.0155 on the 3rd of July. However, the dividend yield of 2.7% still...分析記事 • Sep 20
Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate
Key Insights Essentra's estimated fair value is UK£2.48 based on 2 Stage Free Cash Flow to Equity Essentra is estimated...分析記事 • Mar 27
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings
The recent earnings posted by Essentra plc ( LON:ESNT ) were solid, but the stock didn't move as much as we expected...分析記事 • Aug 19
Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012
Essentra plc's ( LON:ESNT ) dividend is being reduced from last year's payment covering the same period to £0.012 on...分析記事 • Feb 03
Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate
How far off is Essentra plc ( LON:ESNT ) from its intrinsic value? Using the most recent financial data, we'll take a...分析記事 • Dec 24
Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...株主還元
| ESNT | GB Chemicals | GB 市場 | |
|---|---|---|---|
| 7D | -2.6% | -3.5% | -1.7% |
| 1Y | -24.9% | -1.6% | 16.3% |
業界別リターン: ESNT過去 1 年間で-1.6 % の収益を上げたUK Chemicals業界を下回りました。
リターン対市場: ESNTは、過去 1 年間で16.3 % のリターンを上げたUK市場を下回りました。
価格変動
| ESNT volatility | |
|---|---|
| ESNT Average Weekly Movement | 4.8% |
| Chemicals Industry Average Movement | 5.4% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 2.8% |
安定した株価: ESNT 、 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: ESNTの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 2,998 | Scott Morgan Fawcett | www.essentraplc.com |
Essentra plcは、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域で、プラスチック射出成形品、ビニールディップ成形品、金属製品の製造と販売を行っている。同社は、ケーブルマネジメント、PCBハードウェア、ファイバーマネジメント、ケーブルタイとクリップ、モーションコントロールとパワートランスミッションなどのエレクトロニクス製品と、ナットとワッシャー、リベットとパネル固定、ロッドとネジ、スペーサーとスタンドオフ、POS製品などのファスナーを提供している。また、ワークホールディング製品、フット、キャスター、グライド、ハンドル、グリップ、ノブ、クランプハンドル、インデックスレバー、ハンドホイール、クランク、工業用ピン、プランジャー、ランヤードなどの機械・金物製品も提供している。さらに、キャップ、プラグ、パイプとフランジの保護、高温マスキング、ホース保護、チューブプラグ、インサート、グライドも提供している。自動車・EV充電、再生可能エネルギー、医療機器、建設・農業、オートメーション、電気通信、民生機器、その他産業機器業界にサービスを提供している。以前はフィルトローナplcとして知られ、2013年6月にエッセントラplcに社名変更した。Essentra plcは2005年に設立され、英国オックスフォードに本社を置いている。
Essentra plc 基礎のまとめ
| ESNT 基礎統計学 | |
|---|---|
| 時価総額 | UK£234.24m |
| 収益（TTM） | UK£2.10m |
| 売上高(TTM) | UK£302.00m |
111.5x
PER（株価収益率0.8x
P/SレシオESNT は割高か？
公正価値と評価分析を参照収益と収入
| ESNT 損益計算書（TTM） | |
|---|---|
| 収益 | UK£302.00m |
| 売上原価 | UK£170.10m |
| 売上総利益 | UK£131.90m |
| その他の費用 | UK£129.80m |
| 収益 | UK£2.10m |
直近の収益報告
Dec 31, 2025
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 0.0074 |
| グロス・マージン | 43.68% |
| 純利益率 | 0.70% |
| 有利子負債／自己資本比率 | 37.0% |
ESNT 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272%
配当性向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 | 2026/07/12 07:05 |
| 終値 | 2026/07/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Essentra plc 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| James Bayliss | Berenberg |
| Calum Battersby | Berenberg |
| Michael O'Brien | Canaccord Genuity |