ASOS Plc

LSE:ASC 株式レポート

時価総額：UK£338.2m

ASOS 将来の成長

Future 基準チェック /16

ASOS利益と収益がそれぞれ年間81.7%と0.9%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32.5% 79.8%なると予測されています。

主要情報

81.7%

収益成長率

79.84%

EPS成長率

Specialty Retail 収益成長14.2%
収益成長率0.9%
将来の株主資本利益率32.52%
アナリストカバレッジ

Good

最終更新日29 May 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブの更新 • May 26

ASC: Higher 2026 Profit Focus And P/E Assumptions Will Support Future Repricing

ASOS's fair value estimate has been nudged up from £5.57 to £5.69 as analysts factor in higher price targets, including recent increases to £2.85 from £2.40 and £4.00 from £3.75, alongside modest adjustments to growth, margins, and the assumed future P/E multiple. Analyst Commentary Recent Street research on ASOS has tilted more constructive, with several bullish analysts lifting price targets while maintaining generally supportive ratings.
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...
User avatar
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...

業績と収益の成長予測

LSE:ASC - アナリストの将来予測と過去の財務データ ( )GBP 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
8/31/20282,324-353317410
8/31/20272,267-482416110
8/31/20262,249-67412311
3/1/20262,294-23185164N/A
12/1/20252,386-265147162N/A
8/31/20252,478-298208159N/A
5/31/20252,589-296183138N/A
3/2/20252,699-294158118N/A
12/2/20242,803-316126173N/A
9/1/20242,906-33995228N/A
6/1/20243,060-29392233N/A
3/3/20243,215-24889238N/A
12/3/20233,382-236-36127N/A
9/3/20233,550-223-16116N/A
6/3/20233,661-229-235-40N/A
2/28/20233,773-235-309-97N/A
11/30/20223,855-133-306-109N/A
8/31/20223,937-31-303-120N/A
5/31/20223,9381-224-41N/A
2/28/20223,93933-14439N/A
11/30/20213,92581-43127N/A
8/31/20213,91112858215N/A
5/31/20213,777150185317N/A
2/28/20213,643172311419N/A
11/30/20203,453143299411N/A
8/31/20203,264113287403N/A
5/31/20203,1407987231N/A
2/29/20203,01645N/A59N/A
11/30/20192,87535N/A74N/A
8/31/20192,73425N/A90N/A
5/31/20192,65443N/A126N/A
2/28/20192,57461N/A162N/A
11/30/20182,49672N/A128N/A
8/31/20182,41782N/A94N/A
5/31/20182,29475N/A85N/A
2/28/20182,17067N/A76N/A
11/30/20172,04765N/A111N/A
8/31/20171,92464N/A146N/A
5/31/20171,80851N/A136N/A
2/28/20171,69338N/A125N/A
11/30/20161,56936N/A128N/A
8/31/20161,44535N/A131N/A
2/29/20161,25645N/A124N/A
11/30/20151,19943N/A108N/A
8/31/20151,14341N/A93N/A

アナリストによる今後の成長予測

収入対貯蓄率: ASC今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ASC今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: ASC今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ASCの収益 ( 0.9% ) 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: ASCの収益 ( 0.9% ) 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: ASC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 ( 32.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/09 09:43
終値2026/06/09 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

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。37

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