View ValuationFielmann Group 将来の成長Future 基準チェック /36Fielmann Group利益と収益がそれぞれ年間11.4%と5.5%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21.9% 11.6%なると予測されています。主要情報11.4%収益成長率11.60%EPS成長率Specialty Retail 収益成長13.5%収益成長率5.5%将来の株主資本利益率21.86%アナリストカバレッジGood最終更新日10 Jun 2026今後の成長に関する最新情報お知らせ • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.お知らせ • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.すべての更新を表示Recent updatesお知らせ • May 28Fielmann Group AG, Annual General Meeting, Jul 09, 2026Fielmann Group AG, Annual General Meeting, Jul 09, 2026, at 10:00 W. Europe Standard Time.New Risk • May 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (65% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 02Full year 2025 earnings released: EPS: €2.43 (vs €1.81 in FY 2024)Full year 2025 results: EPS: €2.43 (up from €1.81 in FY 2024). Revenue: €2.44b (up 7.6% from FY 2024). Net income: €203.7m (up 34% from FY 2024). Profit margin: 8.4% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Fielmann Group AG to Report Q1, 2027 Results on Apr 29, 2027Fielmann Group AG announced that they will report Q1, 2027 results on Apr 29, 2027お知らせ • Mar 23Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)Declared Dividend • Feb 16Dividend increased to €1.40Dividend of €1.40 is 22% higher than last year. Ex-date: 10th July 2026 Payment date: 14th July 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 14Fielmann Group AG Proposes DividendFielmann Group AG announced that the Management Board and Supervisory Board have decided in their meeting on 12 February 2026 to propose an increased dividend of EUR 1.40 per share (PY: EUR 1.15; +21.7%) at the Annual General Meeting on July 9, 2026, reflecting the Group’s strong performance in 2025 and successful conclusion of its Vision 2025 growth strategy.お知らせ • Dec 09+ 1 more updateFielmann Group AG to Report Q3, 2026 Results on Nov 05, 2026Fielmann Group AG announced that they will report Q3, 2026 results on Nov 05, 2026Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.61 (vs €0.47 in 3Q 2024)Third quarter 2025 results: EPS: €0.61 (up from €0.47 in 3Q 2024). Revenue: €620.2m (up 2.6% from 3Q 2024). Net income: €51.9m (up 32% from 3Q 2024). Profit margin: 8.4% (up from 6.5% in 3Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Nov 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €45.13. The fair value is estimated to be €56.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • Sep 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €51.16. The fair value is estimated to be €64.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • Sep 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to €54.50. The fair value is estimated to be €68.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: €0.62 (vs €0.52 in 2Q 2024)Second quarter 2025 results: EPS: €0.62 (up from €0.52 in 2Q 2024). Revenue: €622.9m (up 13% from 2Q 2024). Net income: €51.7m (up 18% from 2Q 2024). Profit margin: 8.3% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Jul 04Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.7%).お知らせ • Jun 02Fielmann Group AG, Annual General Meeting, Jul 10, 2025Fielmann Group AG, Annual General Meeting, Jul 10, 2025, at 10:00 W. Europe Standard Time.Declared Dividend • Jun 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 11th July 2025 Payment date: 15th July 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 01Fielmann Group AG announces Annual dividend, payable on July 15, 2025Fielmann Group AG announced Annual dividend of EUR 1.5000 per share payable on July 15, 2025, ex-date on July 11, 2025 and record date on July 14, 2025.New Risk • May 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 85% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €53.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.70 per share.お知らせ • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.Reported Earnings • May 02Full year 2024 earnings released: EPS: €1.81 (vs €1.52 in FY 2023)Full year 2024 results: EPS: €1.81 (up from €1.52 in FY 2023). Revenue: €2.26b (up 15% from FY 2023). Net income: €152.1m (up 19% from FY 2023). Profit margin: 6.7% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Feb 20Fielmann Group AG to Report Fiscal Year 2024 Results on Mar 04, 2025Fielmann Group AG announced that they will report fiscal year 2024 results on Mar 04, 2025お知らせ • Dec 19+ 2 more updatesFielmann Group AG to Report Q1, 2025 Results on Apr 30, 2025Fielmann Group AG announced that they will report Q1, 2025 results on Apr 30, 2025Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: €0.47 (vs €0.52 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.52 in 3Q 2023). Revenue: €604.4m (up 15% from 3Q 2023). Net income: €39.2m (down 9.4% from 3Q 2023). Profit margin: 6.5% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: €0.52 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.52 (up from €0.39 in 2Q 2023). Revenue: €552.7m (up 12% from 2Q 2023). Net income: €44.0m (up 36% from 2Q 2023). Profit margin: 8.0% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail 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 13% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 12Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L.Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.Fielmann Group AG (XTRA:FIE) completed the acquisition of remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.Upcoming Dividend • Jul 05Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 16 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).New Risk • May 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 55% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 03Full year 2023 earnings released: EPS: €1.52 (vs €1.23 in FY 2022)Full year 2023 results: EPS: €1.52 (up from €1.23 in FY 2022). Revenue: €1.97b (up 12% from FY 2022). Net income: €127.6m (up 23% from FY 2022). Profit margin: 6.5% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.New Risk • Mar 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €47.19. The fair value is estimated to be €59.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.Buying Opportunity • Jan 11Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €59.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.お知らせ • Nov 29Fielmann Group AG to Report Fiscal Year 2023 Final Results on Apr 25, 2024Fielmann Group AG announced that they will report fiscal year 2023 final results on Apr 25, 2024Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.52 (vs €0.40 in 3Q 2022)Third quarter 2023 results: EPS: €0.52 (up from €0.40 in 3Q 2022). Revenue: €526.4m (up 14% from 3Q 2022). Net income: €43.3m (up 29% from 3Q 2022). Profit margin: 8.2% (up from 7.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 11Fielmann Group AG to Report Q3, 2024 Results on Nov 07, 2024Fielmann Group AG announced that they will report Q3, 2024 results on Nov 07, 2024お知らせ • Oct 19+ 1 more updateFielmann Group AG to Report Q2, 2024 Results on Aug 29, 2024Fielmann Group AG announced that they will report Q2, 2024 results on Aug 29, 2024お知らせ • Sep 02Fielmann Aktiengesellschaft (XTRA:FIE) acquired Single Vision Solution, Inc.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.Fielmann Aktiengesellschaft (XTRA:FIE) completed the acquisition of Single Vision Solution, Inc. on August 31, 2023. SVS Vision will become part of the Fielmann Group from September 1, 2023.Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.32 in 2Q 2022). Revenue: €493.2m (up 12% from 2Q 2022). Net income: €32.4m (up 22% from 2Q 2022). Profit margin: 6.6% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 24Fielmann Group AG to Report Q1, 2024 Results on Apr 26, 2024Fielmann Group AG announced that they will report Q1, 2024 results on Apr 26, 2024お知らせ • Aug 09Fielmann Group AG to Report Q2, 2023 Results on Aug 24, 2023Fielmann Group AG announced that they will report Q2, 2023 results on Aug 24, 2023お知らせ • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.Upcoming Dividend • Jul 07Upcoming dividend of €0.75 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 18 July 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.2%).お知らせ • Jun 09Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc for approximately €35 million.Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc from Gregory Matthews, Margate LLC, EMKRIST LLC, Abington LLC, Ed Azer and Jocelyne Matthews. Thefor approximately €35 million on June 7, 2023. In a related party transaction, Fielmann Group agreed to acquire SVS Vision Holding Company. The transaction is expected to close today.お知らせ • Jun 08Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.62, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.90 per share.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to €38.01, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.88 per share.お知らせ • Nov 10+ 1 more updateFielmann Aktiengesellschaft to Report Q1, 2023 Results on Apr 27, 2023Fielmann Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 27, 2023Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €27.85, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 58% over the past three years.Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: €0.32 (vs €0.41 in 2Q 2021)Second quarter 2022 results: EPS: €0.32 (down from €0.41 in 2Q 2021). Revenue: €440.1m (up 8.0% from 2Q 2021). Net income: €26.5m (down 29% from 2Q 2021). Profit margin: 6.0% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 8.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Jul 08Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 19 July 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.3%). Higher than average of industry peers (3.1%).Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €38.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.44 per share.Reported Earnings • Apr 27Full year 2021 earnings released: EPS: €1.63 (vs €1.39 in FY 2020)Full year 2021 results: EPS: €1.63 (up from €1.39 in FY 2020). Revenue: €1.68b (up 17% from FY 2020). Net income: €136.9m (up 18% from FY 2020). Profit margin: 8.2% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €0.65 (vs €0.66 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €460.8m (up 9.5% from 3Q 2020). Net income: €54.5m (down 1.4% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €0.41 (vs €0.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €407.7m (up 60% from 2Q 2020). Net income: €34.0m (up 171% from 2Q 2020). Profit margin: 8.4% (up from 4.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Jul 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.5%).Reported Earnings • May 01Full year 2020 earnings released: EPS €1.39 (vs €2.05 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.43b (down 6.0% from FY 2019). Net income: €116.4m (down 32% from FY 2019). Profit margin: 8.1% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% 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.Executive Departure • Mar 02CEO & Chairman of the Management Board Marc Fielmann has left the companyOn the 28th of February, Marc Fielmann's tenure as CEO & Chairman of the Management Board of the company ended after 1.3 years in the role. Marc personally held 7.38m shares (€492m worth) as of December 2020. This is 8.8% of the company. Marc is the only executive to leave the company over the last 12 months. Under Marc's leadership, the company delivered a total shareholder return of -4.7%.Is New 90 Day High Low • Feb 04New 90-day high: €72.15The company is up 6.0% from its price of €67.90 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.40 per share.Is New 90 Day High Low • Jan 14New 90-day high: €69.90The company is up 2.0% from its price of €68.50 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.74 per share.Is New 90 Day High Low • Dec 11New 90-day low: €60.70The company is down 2.0% from its price of €62.15 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.70 per share.Analyst Estimate Surprise Post Earnings • Nov 15Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom.Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.66The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €421.0m (up 5.2% from 3Q 2019). Net income: €55.3m (up 5.0% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 2.2% growth forecast for the Specialty Retail industry in the United Kingdom.Is New 90 Day High Low • Sep 26New 90-day high: €67.40The company is up 14% from its price of €59.35 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.18 per share.業績と収益の成長予測LSE:0MG1 - 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12/31/20282,867280299N/A812/31/20272,709247276N/A912/31/20262,572221221N/A83/31/20262,443205N/AN/AN/A12/31/20252,435204380496N/A9/30/20252,416183N/AN/AN/A6/30/20252,398171358448N/A3/31/20252,344166N/AN/AN/A12/31/20242,267152327410N/A9/30/20242,157138N/AN/AN/A6/30/20242,080140230310N/A3/31/20242,021128N/AN/AN/A12/31/20231,971125196283N/A9/30/20231,939124N/AN/AN/A6/30/20231,875116202296N/A3/31/20231,822109171262N/A12/31/20221,759104160245N/A9/30/20221,745110176252N/A6/30/20221,743132221304N/A3/31/20221,711142254338N/A12/31/20211,678137260347N/A9/30/20211,648153271366N/A6/30/20211,608154284378N/A3/31/20211,456132210300N/A12/31/20201,429116188278N/A9/30/20201,394115139231N/A6/30/20201,373111113209N/A3/31/20201,504139224326N/A12/31/20191,521172N/A302N/A9/30/20191,508176N/A293N/A6/30/20191,475177N/A257N/A3/31/20191,450173N/A174N/A12/31/20181,428169N/A193N/A9/30/20181,404166N/A211N/A6/30/20181,402163N/A219N/A3/31/20181,394168N/A286N/A12/31/20171,386168N/A287N/A9/30/20171,388173N/A220N/A6/30/20171,372169N/A282N/A3/31/20171,363170N/A268N/A12/31/20161,337166N/A219N/A9/30/20161,323160N/A253N/A6/30/20161,316165N/A159N/A3/31/20161,299159N/A133N/A12/31/20151,300166N/A161N/A9/30/20151,282167N/A110N/A6/30/20151,258163N/A135N/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: 0MG1の予測収益成長率 (年間11.4% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0MG1の収益 ( 11.4% ) UK市場 ( 11.4% ) よりも低い成長が予測されています。高成長収益: 0MG1の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0MG1の収益 ( 5.5% ) UK市場 ( 4.6% ) よりも速いペースで成長すると予測されています。高い収益成長: 0MG1の収益 ( 5.5% ) 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: 0MG1の 自己資本利益率 は、3年後には高くなると予測されています ( 21.9 %)成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 22:32終値2026/06/19 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Fielmann Group AG 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Volker BosseBaader Helvea Equity ResearchHarrison Woodin-LygoBerenbergAndreas InderstBNP Paribas10 その他のアナリストを表示
お知らせ • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.
お知らせ • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.
お知らせ • May 28Fielmann Group AG, Annual General Meeting, Jul 09, 2026Fielmann Group AG, Annual General Meeting, Jul 09, 2026, at 10:00 W. Europe Standard Time.
New Risk • May 06New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (65% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 02Full year 2025 earnings released: EPS: €2.43 (vs €1.81 in FY 2024)Full year 2025 results: EPS: €2.43 (up from €1.81 in FY 2024). Revenue: €2.44b (up 7.6% from FY 2024). Net income: €203.7m (up 34% from FY 2024). Profit margin: 8.4% (up from 6.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Fielmann Group AG to Report Q1, 2027 Results on Apr 29, 2027Fielmann Group AG announced that they will report Q1, 2027 results on Apr 29, 2027
お知らせ • Mar 23Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)Fielmann Group AG(XTRA:FIE) dropped from FTSE All-World Index (USD)
Declared Dividend • Feb 16Dividend increased to €1.40Dividend of €1.40 is 22% higher than last year. Ex-date: 10th July 2026 Payment date: 14th July 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 14Fielmann Group AG Proposes DividendFielmann Group AG announced that the Management Board and Supervisory Board have decided in their meeting on 12 February 2026 to propose an increased dividend of EUR 1.40 per share (PY: EUR 1.15; +21.7%) at the Annual General Meeting on July 9, 2026, reflecting the Group’s strong performance in 2025 and successful conclusion of its Vision 2025 growth strategy.
お知らせ • Dec 09+ 1 more updateFielmann Group AG to Report Q3, 2026 Results on Nov 05, 2026Fielmann Group AG announced that they will report Q3, 2026 results on Nov 05, 2026
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.61 (vs €0.47 in 3Q 2024)Third quarter 2025 results: EPS: €0.61 (up from €0.47 in 3Q 2024). Revenue: €620.2m (up 2.6% from 3Q 2024). Net income: €51.9m (up 32% from 3Q 2024). Profit margin: 8.4% (up from 6.5% in 3Q 2024). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Nov 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €45.13. The fair value is estimated to be €56.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • Sep 25Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €51.16. The fair value is estimated to be €64.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • Sep 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to €54.50. The fair value is estimated to be €68.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: €0.62 (vs €0.52 in 2Q 2024)Second quarter 2025 results: EPS: €0.62 (up from €0.52 in 2Q 2024). Revenue: €622.9m (up 13% from 2Q 2024). Net income: €51.7m (up 18% from 2Q 2024). Profit margin: 8.3% (up from 8.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 13% per year.
New Risk • Aug 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. 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 (85% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Jul 04Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 11 July 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.7%).
お知らせ • Jun 02Fielmann Group AG, Annual General Meeting, Jul 10, 2025Fielmann Group AG, Annual General Meeting, Jul 10, 2025, at 10:00 W. Europe Standard Time.
Declared Dividend • Jun 02Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 11th July 2025 Payment date: 15th July 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 01Fielmann Group AG announces Annual dividend, payable on July 15, 2025Fielmann Group AG announced Annual dividend of EUR 1.5000 per share payable on July 15, 2025, ex-date on July 11, 2025 and record date on July 14, 2025.
New Risk • May 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 85% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €53.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.70 per share.
お知らせ • May 02Fielmann Group AG Provides Earnings Guidance for the Financial Year 2025Fielmann Group AG provided earnings guidance for the financial year 2025. For the year, the company expected overall sales of about €2.5 billion.
Reported Earnings • May 02Full year 2024 earnings released: EPS: €1.81 (vs €1.52 in FY 2023)Full year 2024 results: EPS: €1.81 (up from €1.52 in FY 2023). Revenue: €2.26b (up 15% from FY 2023). Net income: €152.1m (up 19% from FY 2023). Profit margin: 6.7% (up from 6.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 1.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Feb 20Fielmann Group AG to Report Fiscal Year 2024 Results on Mar 04, 2025Fielmann Group AG announced that they will report fiscal year 2024 results on Mar 04, 2025
お知らせ • Dec 19+ 2 more updatesFielmann Group AG to Report Q1, 2025 Results on Apr 30, 2025Fielmann Group AG announced that they will report Q1, 2025 results on Apr 30, 2025
Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: €0.47 (vs €0.52 in 3Q 2023)Third quarter 2024 results: EPS: €0.47 (down from €0.52 in 3Q 2023). Revenue: €604.4m (up 15% from 3Q 2023). Net income: €39.2m (down 9.4% from 3Q 2023). Profit margin: 6.5% (down from 8.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 30Second quarter 2024 earnings released: EPS: €0.52 (vs €0.39 in 2Q 2023)Second quarter 2024 results: EPS: €0.52 (up from €0.39 in 2Q 2023). Revenue: €552.7m (up 12% from 2Q 2023). Net income: €44.0m (up 36% from 2Q 2023). Profit margin: 8.0% (up from 6.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail 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 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 12Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L.Fielmann Group AG (XTRA:FIE) acquired remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.Fielmann Group AG (XTRA:FIE) completed the acquisition of remaining 20% stake in ÒPTICA DEL PENEDÈS, S.L. in April 2024.
Upcoming Dividend • Jul 05Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 12 July 2024. Payment date: 16 July 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).
New Risk • May 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 55% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (55% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 03Full year 2023 earnings released: EPS: €1.52 (vs €1.23 in FY 2022)Full year 2023 results: EPS: €1.52 (up from €1.23 in FY 2022). Revenue: €1.97b (up 12% from FY 2022). Net income: €127.6m (up 23% from FY 2022). Profit margin: 6.5% (up from 5.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 10% per year.
New Risk • Mar 30New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 15% to €47.19. The fair value is estimated to be €59.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 33% in the next 2 years.
Buying Opportunity • Jan 11Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €59.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
お知らせ • Nov 29Fielmann Group AG to Report Fiscal Year 2023 Final Results on Apr 25, 2024Fielmann Group AG announced that they will report fiscal year 2023 final results on Apr 25, 2024
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.52 (vs €0.40 in 3Q 2022)Third quarter 2023 results: EPS: €0.52 (up from €0.40 in 3Q 2022). Revenue: €526.4m (up 14% from 3Q 2022). Net income: €43.3m (up 29% from 3Q 2022). Profit margin: 8.2% (up from 7.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 11Fielmann Group AG to Report Q3, 2024 Results on Nov 07, 2024Fielmann Group AG announced that they will report Q3, 2024 results on Nov 07, 2024
お知らせ • Oct 19+ 1 more updateFielmann Group AG to Report Q2, 2024 Results on Aug 29, 2024Fielmann Group AG announced that they will report Q2, 2024 results on Aug 29, 2024
お知らせ • Sep 02Fielmann Aktiengesellschaft (XTRA:FIE) acquired Single Vision Solution, Inc.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.Fielmann Aktiengesellschaft (XTRA:FIE) completed the acquisition of Single Vision Solution, Inc. on August 31, 2023. SVS Vision will become part of the Fielmann Group from September 1, 2023.
Reported Earnings • Aug 28Second quarter 2023 earnings released: EPS: €0.39 (vs €0.32 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.32 in 2Q 2022). Revenue: €493.2m (up 12% from 2Q 2022). Net income: €32.4m (up 22% from 2Q 2022). Profit margin: 6.6% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 24Fielmann Group AG to Report Q1, 2024 Results on Apr 26, 2024Fielmann Group AG announced that they will report Q1, 2024 results on Apr 26, 2024
お知らせ • Aug 09Fielmann Group AG to Report Q2, 2023 Results on Aug 24, 2023Fielmann Group AG announced that they will report Q2, 2023 results on Aug 24, 2023
お知らせ • Jul 13Fielmann Aktiengesellschaft Provides Earnings Guidance for the Full Year 2023Fielmann Aktiengesellschaft provided earnings guidance for the full year 2023. The company confirms its optimistic outlook with unit sales growth of +4% to 8% over last year, net sales growth of 7% to 10% over last year.
Upcoming Dividend • Jul 07Upcoming dividend of €0.75 per share at 1.6% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 18 July 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.2%).
お知らせ • Jun 09Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc for approximately €35 million.Fielmann Aktiengesellschaft (XTRA:FIE) signed a definitive agreement to acquire Eyevious Style, Inc from Gregory Matthews, Margate LLC, EMKRIST LLC, Abington LLC, Ed Azer and Jocelyne Matthews. Thefor approximately €35 million on June 7, 2023. In a related party transaction, Fielmann Group agreed to acquire SVS Vision Holding Company. The transaction is expected to close today.
お知らせ • Jun 08Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million.Fielmann Aktiengesellschaft (XTRA:FIE) has entered into a definitive agreement to acquire Single Vision Solution, Inc. from Robert G. Farrell, Jr. and Kenneth J. Stann. for approximately €110 million on June 7, 2023. In a related transaction Fielmann Aktiengesellschaft has entered into a definitive agreement to acquire equity ownership of Eyevious Style, Inc. SVS Vision generated more than $100 million in sales in 2022.. In connection with the transactions, the Fielmann announced that it has appointed Lukas Ruecker as Chief executive officer of Fielmann USA, Inc. The transaction is subject to customary closing conditions, including receipt of any necessary regulatory approvals. The transaction is expected to close by 31 August 2023.
Valuation Update With 7 Day Price Move • Apr 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €46.62, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 12x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.90 per share.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 19% share price gain to €38.01, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.88 per share.
お知らせ • Nov 10+ 1 more updateFielmann Aktiengesellschaft to Report Q1, 2023 Results on Apr 27, 2023Fielmann Aktiengesellschaft announced that they will report Q1, 2023 results on Apr 27, 2023
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €27.85, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Aug 27Second quarter 2022 earnings released: EPS: €0.32 (vs €0.41 in 2Q 2021)Second quarter 2022 results: EPS: €0.32 (down from €0.41 in 2Q 2021). Revenue: €440.1m (up 8.0% from 2Q 2021). Net income: €26.5m (down 29% from 2Q 2021). Profit margin: 6.0% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 8.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Jul 08Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 15 July 2022. Payment date: 19 July 2022. Payout ratio is on the higher end at 89%, however this is supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.3%). Higher than average of industry peers (3.1%).
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €38.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 9x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €42.44 per share.
Reported Earnings • Apr 27Full year 2021 earnings released: EPS: €1.63 (vs €1.39 in FY 2020)Full year 2021 results: EPS: €1.63 (up from €1.39 in FY 2020). Revenue: €1.68b (up 17% from FY 2020). Net income: €136.9m (up 18% from FY 2020). Profit margin: 8.2% (up from 8.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 12% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year.
Reported Earnings • Nov 13Third quarter 2021 earnings released: EPS €0.65 (vs €0.66 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €460.8m (up 9.5% from 3Q 2020). Net income: €54.5m (down 1.4% from 3Q 2020). Profit margin: 12% (down from 13% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS €0.41 (vs €0.15 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €407.7m (up 60% from 2Q 2020). Net income: €34.0m (up 171% from 2Q 2020). Profit margin: 8.4% (up from 4.9% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jul 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 July 2021. Payment date: 13 July 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (1.5%).
Reported Earnings • May 01Full year 2020 earnings released: EPS €1.39 (vs €2.05 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.43b (down 6.0% from FY 2019). Net income: €116.4m (down 32% from FY 2019). Profit margin: 8.1% (down from 11% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% 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.
Executive Departure • Mar 02CEO & Chairman of the Management Board Marc Fielmann has left the companyOn the 28th of February, Marc Fielmann's tenure as CEO & Chairman of the Management Board of the company ended after 1.3 years in the role. Marc personally held 7.38m shares (€492m worth) as of December 2020. This is 8.8% of the company. Marc is the only executive to leave the company over the last 12 months. Under Marc's leadership, the company delivered a total shareholder return of -4.7%.
Is New 90 Day High Low • Feb 04New 90-day high: €72.15The company is up 6.0% from its price of €67.90 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.40 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €69.90The company is up 2.0% from its price of €68.50 on 16 October 2020. The British market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.74 per share.
Is New 90 Day High Low • Dec 11New 90-day low: €60.70The company is down 2.0% from its price of €62.15 on 11 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.70 per share.
Analyst Estimate Surprise Post Earnings • Nov 15Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom.
Reported Earnings • Nov 13Third quarter 2020 earnings released: EPS €0.66The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €421.0m (up 5.2% from 3Q 2019). Net income: €55.3m (up 5.0% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 11%, compared to a 2.2% growth forecast for the Specialty Retail industry in the United Kingdom.
Is New 90 Day High Low • Sep 26New 90-day high: €67.40The company is up 14% from its price of €59.35 on 26 June 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.18 per share.