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ASOS PlcLSE:ASC 株式レポート

時価総額 UK£283.1m
株価
UK£2.44
UK£3.24
24.8% 割安 内在価値ディスカウント
1Y-22.0%
7D2.3%
1D
ポートフォリオ価値
表示

ASOS Plc

LSE:ASC 株式レポート

時価総額:UK£283.1m

ASOS(ASC)株式概要

ASOS Plcは、その子会社とともに、英国、欧州連合、米国、および国際的にオンライン・ファッション小売業を展開している。 詳細

ASC ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長1/6
過去の実績0/6
財務の健全性2/6
配当金0/6

ASC Community Fair Values

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ASOS Plc 競合他社

価格と性能

株価の高値、安値、推移の概要ASOS
過去の株価
現在の株価UK£2.44
52週高値UK£3.75
52週安値UK£2.07
ベータ2.22
1ヶ月の変化8.22%
3ヶ月変化-13.96%
1年変化-21.96%
3年間の変化-40.02%
5年間の変化-95.01%
IPOからの変化874.00%

最新ニュース

ナラティブの更新 May 09

ASC: Higher Future P/E And Profit Focus Will Support Share Recovery

Analysts have nudged their ASOS fair value estimate slightly higher from £3.22 to £3.24, citing updated assumptions for revenue growth, profit margins, a modestly higher discount rate, and a refined future P/E of 7.64x. Analyst Commentary Bullish Takeaways Bullish analysts view the refined future P/E of 7.64x as reflecting a valuation that they consider aligned with updated assumptions on revenue and margins, rather than indicating excessive optimism in the share price.
分析記事 Apr 26

ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders of ASOS Plc ( LON:ASC ) will be pleased this week, given that the stock price is up 14% to UK£2.60...
ナラティブの更新 Apr 23

ASC: Higher P/E Assumptions Will Support Share Recovery Despite Softer Revenue Outlook

Analysts have nudged their ASOS price target down by about £0.06, reflecting slightly lower fair value estimates, softer projected revenue growth, and modest tweaks to profit margin and future P/E assumptions. Analyst Commentary Recent commentary around ASOS focuses on fine tuning rather than a major reset, with the small price target trim pointing to incremental changes in how analysts see execution risk, growth potential, and valuation.

Recent updates

ナラティブの更新 May 09

ASC: Higher Future P/E And Profit Focus Will Support Share Recovery

Analysts have nudged their ASOS fair value estimate slightly higher from £3.22 to £3.24, citing updated assumptions for revenue growth, profit margins, a modestly higher discount rate, and a refined future P/E of 7.64x. Analyst Commentary Bullish Takeaways Bullish analysts view the refined future P/E of 7.64x as reflecting a valuation that they consider aligned with updated assumptions on revenue and margins, rather than indicating excessive optimism in the share price.
分析記事 Apr 26

ASOS Plc (LON:ASC) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders of ASOS Plc ( LON:ASC ) will be pleased this week, given that the stock price is up 14% to UK£2.60...
ナラティブの更新 Apr 23

ASC: Higher P/E Assumptions Will Support Share Recovery Despite Softer Revenue Outlook

Analysts have nudged their ASOS price target down by about £0.06, reflecting slightly lower fair value estimates, softer projected revenue growth, and modest tweaks to profit margin and future P/E assumptions. Analyst Commentary Recent commentary around ASOS focuses on fine tuning rather than a major reset, with the small price target trim pointing to incremental changes in how analysts see execution risk, growth potential, and valuation.
ナラティブの更新 Apr 08

ASC: Lower P/E And Improved Margin Outlook Will Support Future Upside Repricing

Analysts have trimmed their implied price target for ASOS to about £5.57 from roughly £5.62, reflecting updated assumptions around revenue growth, profit margins and a lower future P/E multiple of 11.74 compared with the previous 107.91. Valuation Changes Fair Value: trimmed slightly from £5.62 to £5.57, pointing to a small reduction in the implied upside for the shares.
ナラティブの更新 Mar 25

ASC: Higher Assumed Margins And Lower P/E Will Support Share Recovery

ASOS's analyst price target has edged higher to £3.28 per share, with analysts pointing to slightly better assumed profit margins and a lower forward P/E multiple in their refreshed models. Valuation Changes Fair Value: Modelled fair value is unchanged at £3.28 per share.
ナラティブの更新 Mar 10

ASC: Higher Margin Assumptions And Lower P/E Will Support Upside Repricing

Analysts have made a small upward adjustment to their ASOS price targets, reflecting slightly higher assumptions for revenue growth and profit margins, as well as a modestly lower future P/E, which together lift fair value by a fraction to roughly £5.62 per share. Valuation Changes Fair Value is effectively unchanged at £5.62 per share, with only a fractional numerical adjustment.
ナラティブの更新 Feb 24

ASC: Future Margin Delivery And Earnings Multiple Expansion Will Support Share Recovery

Analysts have slightly raised their ASOS price target to £3.28 from £3.11, citing adjusted assumptions on fair value, discount rate, revenue growth and future P/E that support a modestly higher valuation outlook. Valuation Changes Fair Value: updated slightly higher from £3.11 to £3.28 per share.
ナラティブの更新 Feb 09

ASC: Lower P/E Assumptions Will Set Up Earnings Execution Opportunity

Analysts have lowered their price target on ASOS to £2.40 from £2.70, citing updated assumptions on growth, profitability and the appropriate P/E multiple for the shares. Analyst Commentary JPMorgan has adjusted its price target on ASOS to £2.40 from £2.70 and kept a Neutral rating, reflecting updated views on growth, profitability and the appropriate P/E multiple for the shares.
ナラティブの更新 Jan 26

ASC: Reset Expectations As Margin Delivery Will Shape Measured Share Recovery

Narrative Update The analyst price target for ASOS has been reduced from £2.70 to £2.40, reflecting updated views from analysts who cite more cautious assumptions around fair value and profit margins, while maintaining a Neutral stance on the shares. Analyst Commentary JPMorgan has adjusted its view on ASOS by reducing the price target to £2.40 from £2.70 while keeping a Neutral rating.
ナラティブの更新 Jan 11

ASC: Reset Expectations And Future Margin Gains Will Support Share Recovery

Narrative Update on ASOS The analyst price target for ASOS has been trimmed to £2.40 from £2.70, as analysts factor in more conservative revenue growth assumptions and only a slight change in the implied future P/E multiple. Analyst Commentary Recent commentary has focused on the reduced price target for ASOS to £2.40, with the rating held at Neutral.
ナラティブの更新 Dec 23

ASC: Future Margin Gains Are Expected To Support Share Price Recovery

Analysts have trimmed their price target on ASOS to £2.40 from £2.70, citing a slightly lower expected valuation multiple despite modest improvements in long term profitability assumptions. Analyst Commentary Recent commentary from JPMorgan and other market observers highlights a balanced view on ASOS, with incremental progress on profitability offset by lingering concerns around execution risks and the broader consumer backdrop.
ナラティブの更新 Dec 09

ASC: Future Margin Gains Are Expected To Drive Share Price Upside

Analysts have trimmed their price target on ASOS to 240 GBp from 270 GBp, reflecting reduced revenue growth expectations, slightly stronger projected profit margins, and a modestly lower future P/E multiple. Analyst Commentary Analyst reactions to the revised 240 GBp price target underscore a balanced view of ASOS, with constructive elements offset by ongoing execution and macro risks.
ナラティブの更新 Nov 25

ASC: Operational Efficiencies Are Expected To Drive Future Margin Improvements

Analysts have revised ASOS's price target downward from 270 GBp to 240 GBp. This change is due to a slightly higher discount rate and a more cautious fair value outlook, even though projections indicate improved revenue growth and profit margin. Analyst Commentary After the latest downward revision, analysts have provided a mix of optimistic and cautious perspectives regarding ASOS's future prospects.
分析記事 Nov 22

ASOS Plc's (LON:ASC) Intrinsic Value Is Potentially 64% Above Its Share Price

Key Insights The projected fair value for ASOS is UK£3.83 based on 2 Stage Free Cash Flow to Equity ASOS' UK£2.34 share...
分析記事 Jul 24

Is ASOS (LON:ASC) Using Debt In A Risky Way?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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新しいナラティブ Mar 27

New Heartland Partnership And Full-Funnel Marketing Will Optimize Operations

Streamlined inventory management and marketing shift enhance profitability through faster stock turnover, improved ROAS, and efficient brand engagement.
分析記事 Mar 05

Some Confidence Is Lacking In ASOS Plc (LON:ASC) As Shares Slide 28%

ASOS Plc ( LON:ASC ) shareholders won't be pleased to see that the share price has had a very rough month, dropping 28...
分析記事 Dec 27

Some Confidence Is Lacking In ASOS Plc's (LON:ASC) P/S

It's not a stretch to say that ASOS Plc's ( LON:ASC ) price-to-sales (or "P/S") ratio of 0.2x right now seems quite...
分析記事 Nov 14

Analysts Are More Bearish On ASOS Plc (LON:ASC) Than They Used To Be

Today is shaping up negative for ASOS Plc ( LON:ASC ) shareholders, with the analysts delivering a substantial negative...
分析記事 Nov 08

ASOS Plc (LON:ASC) Analysts Are Cutting Their Estimates: Here's What You Need To Know

ASOS Plc ( LON:ASC ) missed earnings with its latest yearly results, disappointing overly-optimistic forecasters. It...
分析記事 Apr 11

Are Investors Undervaluing ASOS Plc (LON:ASC) By 46%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, ASOS fair value estimate is UK£13.87 Current share price of...

株主還元

ASCGB Specialty RetailGB 市場
7D2.3%5.6%0.3%
1Y-22.0%-8.8%18.8%

業界別リターン: ASC過去 1 年間で-8.8 % の収益を上げたUK Specialty Retail業界を下回りました。

リターン対市場: ASCは、過去 1 年間で18.8 % のリターンを上げたUK市場を下回りました。

価格変動

Is ASC's price volatile compared to industry and market?
ASC volatility
ASC Average Weekly Movement8.6%
Specialty Retail Industry Average Movement5.9%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

安定した株価: ASCの株価は、 UK市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: ASCの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてUKの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20002,800Jose Ramos Calamontewww.asosplc.com

ASOS Plcは、その子会社と共に、英国、欧州連合、米国、および国際的なオンライン・ファッション小売業を営んでいる。同社は、ASOS Design、ASOS 4505、Collusion、ARRANGE、HIIT、Miss Selfridge、Topman、Topshopブランドのファッション商品を販売している。また、決済処理やブランド管理サービス、マーケティングやサプライチェーンスタッフの雇用、転換社債の発行も行っている。同社は以前はSeenonScreen Holdings PLCとして知られ、2003年8月にASOS Plcに社名を変更した。ASOS Plcは2000年に設立され、本社は英国ロンドンにある。

ASOS Plc 基礎のまとめ

ASOS の収益と売上を時価総額と比較するとどうか。
ASC 基礎統計学
時価総額UK£283.14m
収益(TTM)-UK£230.90m
売上高(TTM)UK£2.29b
0.1x
P/Sレシオ
-1.3x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
ASC 損益計算書(TTM)
収益UK£2.29b
売上原価UK£1.17b
売上総利益UK£1.12b
その他の費用UK£1.35b
収益-UK£230.90m

直近の収益報告

Mar 01, 2026

次回決算日

該当なし

一株当たり利益(EPS)-1.93
グロス・マージン48.95%
純利益率-10.06%
有利子負債/自己資本比率592.0%

ASC の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 19:55
終値2026/05/22 00:00
収益2026/03/01
年間収益2025/08/31

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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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

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

分析モデルとスノーフレーク

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

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

業界およびセクターの指標

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

アナリスト筋

ASOS Plc 11 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。38

アナリスト機関
Rocco StraussArete Research Services LLP
Christodoulos ChaviarasBarclays
Sarah RobertsBarclays