View ValuationEsprinet 将来の成長Future 基準チェック /26Esprinet利益と収益がそれぞれ年間16.2%と2.8%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7.1% 17.2%なると予測されています。主要情報16.2%収益成長率17.23%EPS成長率Electronic 収益成長18.3%収益成長率2.8%将来の株主資本利益率7.10%アナリストカバレッジLow最終更新日24 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesUpcoming Dividend • Apr 27Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 6.1%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.8%).Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €5.09. The fair value is estimated to be €6.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Mar 23Esprinet S.p.A., Annual General Meeting, Apr 23, 2026Esprinet S.p.A., Annual General Meeting, Apr 23, 2026, at 11:30 W. Europe Standard Time.Declared Dividend • Mar 20Dividend reduced to €0.35Dividend of €0.35 is 13% lower than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 7.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 18Esprinet S.p.A. announces Annual dividend, payable on May 06, 2026Esprinet S.p.A. announced Annual dividend of EUR 0.3500 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (92% payout ratio). Share price has been volatile over the past 3 months (8.5% average weekly change).Reported Earnings • Mar 12Full year 2025 earnings released: EPS: €0.41 (vs €0.43 in FY 2024)Full year 2025 results: EPS: €0.41 (down from €0.43 in FY 2024). Revenue: €4.29b (up 3.6% from FY 2024). Net income: €20.2m (down 6.3% from FY 2024). Profit margin: 0.5% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic 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 16% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Mar 12Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €4.81. The fair value is estimated to be €6.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.お知らせ • Jan 14Esprinet Names Roberto Sasso Chief Financial OfficerEsprinet S.p.A. appointed Roberto Sasso as Chief Financial Officer. Controlling Officer Roberto Sasso will oversee administration, finance, and control, and will be responsible for financial and strategic planning across the group. The company said he will also support the Chief Executive Officer and Chief Operating Officer in the evaluation and management of mergers and acquisitions. Sasso joined Esprinet in 2007 and has held several senior finance roles within the group, including Administrative Director for Italy and Group Budgeting and Financial Analysis Manager.お知らせ • Jan 08+ 3 more updatesEsprinet S.p.A. to Report Q3, 2026 Results on Nov 11, 2026Esprinet S.p.A. announced that they will report Q3, 2026 results on Nov 11, 2026Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.05 (vs €0.07 in 3Q 2024)Third quarter 2025 results: EPS: €0.05 (down from €0.07 in 3Q 2024). Revenue: €961.8m (up 3.2% from 3Q 2024). Net income: €2.76m (down 18% from 3Q 2024). Profit margin: 0.3% (down from 0.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Nov 04Now 20% undervaluedOver the last 90 days, the stock has risen 37% to €5.68. The fair value is estimated to be €7.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.お知らせ • Sep 17Esprinet S.p.A. (BIT:PRT) signed binding agreement to acquire Vamat B.V. for €18 million.Esprinet S.p.A. (BIT:PRT) signed binding agreement to acquire Vamat B.V. for €18 million on September 16, 2025. The adjustment will take place subject to adjustment mechanisms required for determination of final purchase price. €18 million is a provisional price. For the period ending December 31, 2024, Vamat B.V. reported total revenue of €46.5 million and EBITDA of €2.7 million. As of December 31, 2024, Vamat B.V. reported total common equity of €9.3 million. The acquisition is expected to be completed around early October. €12.6 million will be paid in cash. Bird & Bird LLP acted as legal advisor for Esprinet S.p.A. Deloitte Financial Advisory S.R.L. acted as financial advisor for Esprinet S.p.A. Deloitte Italy S.p.A acted as accountant for Esprinet S.p.A. JanssenBroekhuysen Advocaten acted as legal advisor for Vamat B.V. Oaklins acted as financial advisor for Vamat B.V.Reported Earnings • Sep 12Second quarter 2025 earnings released: EPS: €0.06 (vs €0.001 in 2Q 2024)Second quarter 2025 results: EPS: €0.06 (up from €0.001 in 2Q 2024). Revenue: €969.1m (up 4.9% from 2Q 2024). Net income: €2.91m (up €2.86m from 2Q 2024). Profit margin: 0.3% (up from 0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.15, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total loss to shareholders of 3.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.33 per share.Buy Or Sell Opportunity • May 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €4.04. The fair value is estimated to be €5.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.1% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €4.32, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Electronic industry in the United Kingdom. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.36 per share.New Risk • May 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Paying a dividend despite having no free cash flows. High level of non-cash earnings (22% accrual ratio).Reported Earnings • May 15First quarter 2025 earnings released: EPS: €0.01 (vs €0.06 in 1Q 2024)First quarter 2025 results: EPS: €0.01 (down from €0.06 in 1Q 2024). Revenue: €962.4m (up 3.9% from 1Q 2024). Net income: €494.0k (down 85% from 1Q 2024). Profit margin: 0.1% (down from 0.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 28Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 7.8%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.7%).お知らせ • Mar 20Esprinet S.p.A., Annual General Meeting, Apr 17, 2025Esprinet S.p.A., Annual General Meeting, Apr 17, 2025, at 15:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €5.41, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Electronic industry in the United Kingdom. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.68 per share.お知らせ • Mar 14Esprinet S.P.A. Announces Annual Dividend, Payable on May 07, 2025Esprinet S.p.A. announced Annual dividend of EUR 0.4000 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.New Risk • Mar 13New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 91% The company is paying a dividend despite having no free cash flows. Dividend yield: 7.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: €0.44 (vs €0.24 loss in FY 2023)Full year 2024 results: EPS: €0.44 (up from €0.24 loss in FY 2023). Revenue: €4.14b (up 3.9% from FY 2023). Net income: €21.5m (up €33.4m from FY 2023). Profit margin: 0.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Jan 08+ 1 more updateEsprinet S.p.A. to Report Q3, 2025 Results on Nov 13, 2025Esprinet S.p.A. announced that they will report Q3, 2025 results on Nov 13, 2025お知らせ • Jan 07+ 1 more updateEsprinet S.p.A. to Report Fiscal Year 2024 Final Results on Mar 11, 2025Esprinet S.p.A. announced that they will report fiscal year 2024 final results on Mar 11, 2025Valuation Update With 7 Day Price Move • Nov 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.37, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electronic industry in the United Kingdom. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.32 per share.Reported Earnings • Nov 16Third quarter 2024 earnings released: EPS: €0.07 (vs €0.04 in 3Q 2023)Third quarter 2024 results: EPS: €0.07 (up from €0.04 in 3Q 2023). Revenue: €931.8m (up 11% from 3Q 2023). Net income: €3.35m (up 67% from 3Q 2023). Profit margin: 0.4% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.95, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Electronic industry in the United Kingdom. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.02 per share.Reported Earnings • Sep 13Second quarter 2024 earnings released: EPS: €0.001 (vs €0.66 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.001 (up from €0.66 loss in 2Q 2023). Revenue: €923.7m (up 4.1% from 2Q 2023). Net income: €54.0k (up €32.9m from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance.Reported Earnings • May 15First quarter 2024 earnings released: EPS: €0.06 (vs €0.12 in 1Q 2023)First quarter 2024 results: EPS: €0.06 (down from €0.12 in 1Q 2023). Revenue: €926.2m (down 9.1% from 1Q 2023). Net income: €3.20m (down 46% from 1Q 2023). Profit margin: 0.3% (down from 0.6% in 1Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 14Full year 2023 earnings released: €0.24 loss per share (vs €0.96 profit in FY 2022)Full year 2023 results: €0.24 loss per share (down from €0.96 profit in FY 2022). Revenue: €3.99b (down 15% from FY 2022). Net loss: €11.9m (down 125% from profit in FY 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Jan 26+ 4 more updatesEsprinet S.p.A., Annual General Meeting, Apr 24, 2024Esprinet S.p.A., Annual General Meeting, Apr 24, 2024. Agenda: To consider and approve the Financial Statements 2023 and presentation of the Consolidated Financial Statements 2023.Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.04 (vs €0.11 in 3Q 2022)Third quarter 2023 results: EPS: €0.04 (down from €0.11 in 3Q 2022). Revenue: €839.1m (down 19% from 3Q 2022). Net income: €2.01m (down 62% from 3Q 2022). Profit margin: 0.2% (down from 0.5% in 3Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 18% per year.New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (0.05% net profit margin).Reported Earnings • Sep 14Second quarter 2023 earnings released: €0.65 loss per share (vs €0.16 profit in 2Q 2022)Second quarter 2023 results: €0.65 loss per share (down from €0.16 profit in 2Q 2022). Revenue: €887.2m (down 15% from 2Q 2022). Net loss: €32.8m (down €40.8m from profit in 2Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €4.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total loss to shareholders of 16% over the past three years.お知らせ • Sep 01+ 1 more updateEsprinet S.p.A. to Report First Half, 2023 Results on Sep 12, 2023Esprinet S.p.A. announced that they will report first half, 2023 results on Sep 12, 2023お知らせ • Aug 03Esprinet S.p.A. completed the acquisition of Sifar Group Srl.Esprinet S.p.A. signed a binding agreement to acquire Sifar Group Srl on July 19, 2023. Following the closing a total amount of €9.3 million euros will therefore be paid in cash and using available resources. A further component of the Provisional Price, equal to €1.9 million euro, against the delivery of a first-demand bank guarantee of the same amount issued by a leading institution. The transaction is expected to close in few days of August. Studio Legale Chiomenti and EY Advisory S.p.A acted as legal and financial advisors to Esprinet S.p.A. (BIT:PRT). Gitti And Partners Studio Legale Associato acted as legal advisor and Maria Nella Palandri acted as accountant to Sifar Group SrlEsprinet S.p.A. completed the acquisition of Sifar Group Srl on August 2, 2023.Reported Earnings • May 19First quarter 2023 earnings released: EPS: €0.12 (vs €0.20 in 1Q 2022)First quarter 2023 results: EPS: €0.12 (down from €0.20 in 1Q 2022). Revenue: €1.02b (down 11% from 1Q 2022). Net income: €5.90m (down 41% from 1Q 2022). Profit margin: 0.6% (down from 0.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 97% over the past three years.Upcoming Dividend • Apr 17Upcoming dividend of €0.54 per share at 6.1% yieldEligible shareholders must have bought the stock before 24 April 2023. Payment date: 26 April 2023. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 6.1%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.5%).Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.68b (flat on FY 2021). Net income: €47.3m (up 7.2% from FY 2021). Profit margin: 1.0% (up from 0.9% in FY 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.11 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.11 (down from €0.13 in 3Q 2021). Revenue: €1.04b (up 6.7% from 3Q 2021). Net income: €5.29m (down 20% from 3Q 2021). Profit margin: 0.5% (down from 0.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of Statutory Auditor Board Maurizio Dallocchio was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 18Second quarter 2022 earnings released: EPS: €0.16 (vs €0.24 in 2Q 2021)Second quarter 2022 results: EPS: €0.16 (down from €0.24 in 2Q 2021). Revenue: €1.04b (down 3.0% from 2Q 2021). Net income: €7.96m (down 33% from 2Q 2021). Profit margin: 0.8% (down from 1.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €1.14b (down 2.3% from 1Q 2021). Net income: €10.1m (down 1.6% from 1Q 2021). Profit margin: 0.9% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 7.4%, compared to a 8.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of Statutory Auditor Board Maurizio Dallocchio was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 18Upcoming dividend of €0.54 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.4%).Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.89 (up from €0.63 in FY 2020). Revenue: €4.69b (up 4.4% from FY 2020). Net income: €44.2m (up 41% from FY 2020). Profit margin: 0.9% (up from 0.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 5.7%, compared to a 7.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 39% per year.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €9.42, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total returns to shareholders of 209% over the past three years.Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS €0.13 (vs €0.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €974.0m (down 13% from 3Q 2020). Net income: €6.60m (down 32% from 3Q 2020). Profit margin: 0.7% (down from 0.9% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €13.24, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 34x in the Electronic industry in the United Kingdom. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.02 per share.Reported Earnings • Sep 08Second quarter 2021 earnings released: EPS €0.24 (vs €0.079 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.07b (up 16% from 2Q 2020). Net income: €11.9m (up 212% from 2Q 2020). Profit margin: 1.1% (up from 0.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 16First quarter 2021 earnings released: EPS €0.21 (vs €0.083 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.17b (up 28% from 1Q 2020). Net income: €10.2m (up 156% from 1Q 2020). Profit margin: 0.9% (up from 0.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 03Upcoming dividend of €0.54 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 4.0%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to €12.94, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 38x in the Electronic industry in the United Kingdom. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.02 per share.Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 6.4%, compared to a 6.5% growth forecast for the Electronic industry in the United Kingdom.Reported Earnings • Mar 05Full year 2020 earnings released: EPS €0.63 (vs €0.46 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €4.49b (up 14% from FY 2019). Net income: €31.4m (up 36% from FY 2019). Profit margin: 0.7% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 13New 90-day high: €11.16The company is up 43% from its price of €7.79 on 12 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic 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 €10.85 per share.Is New 90 Day High Low • Jan 05New 90-day high: €10.90The company is up 46% from its price of €7.48 on 05 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.32 per share.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €10.88, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 38x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 183%.Is New 90 Day High Low • Dec 08New 90-day high: €9.30The company is up 60% from its price of €5.83 on 08 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.19 per share.Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 15% share price gain to €8.96, the stock is trading at a trailing P/E ratio of 13.5x, up from the previous P/E ratio of 11.7x. This compares to an average P/E of 34x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 138%.Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS €0.18The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.12b (up 26% from 3Q 2019). Net income: €9.65m (up 408% from 3Q 2019). Profit margin: 0.9% (up from 0.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 10New 90-day high: €7.96The company is up 77% from its price of €4.49 on 12 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic 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 €3.73 per share.Is New 90 Day High Low • Oct 08New 90-day high: €7.67The company is up 89% from its price of €4.05 on 08 July 2020. The British market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.64 per share.Is New 90 Day High Low • Sep 28New 90-day high: €7.03The company is up 84% from its price of €3.82 on 24 June 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.46 per share.業績と収益の成長予測LSE:0NFS - 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12/31/20284,6222940N/A112/31/20274,570344756412/31/20264,463284548312/31/20254,292204649N/A9/30/20254,253218386N/A6/30/20254,22322-93-90N/A3/31/20254,17819-97-92N/A12/31/20244,14222-43N/A9/30/20244,02220-35-28N/A6/30/20243,929186573N/A3/31/20243,893-15203214N/A12/31/20233,985-12155168N/A9/30/20234,211-1192207N/A6/30/20234,4112102120N/A3/31/20234,56343-198-185N/A12/31/20224,68447-264-251N/A9/30/20224,69839-146-136N/A6/30/20224,63340-117-110N/A3/31/20224,664445142N/A12/31/20214,691441622N/A9/30/20214,74343-60-52N/A6/30/20214,89446-92-84N/A3/31/20214,74438118142N/A12/31/20204,492317178N/A9/30/20204,29331190197N/A6/30/20204,06324320327N/A3/31/20203,98424168173N/A12/31/20193,94523156161N/A9/30/20193,87215N/A45N/A6/30/20193,75115N/A-51N/A3/31/20193,66514N/A-18N/A12/31/20183,57114N/A128N/A9/30/20183,39925N/A28N/A6/30/20183,31826N/A122N/A3/31/20183,25327N/A-16N/A12/31/20173,21726N/A26N/A9/30/20173,24424N/A-28N/A6/30/20173,23423N/A-32N/A3/31/20173,17225N/A35N/A12/31/20163,04227N/A34N/A9/30/20162,81424N/A69N/A6/30/20162,70327N/A52N/A3/31/20162,69228N/A7N/A12/31/20152,69430N/A74N/A9/30/20152,56128N/A7N/A6/30/20152,49527N/A-47N/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: 0NFSの予測収益成長率 (年間16.2% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0NFSの収益 ( 16.2% ) はUK市場 ( 12.1% ) よりも速いペースで成長すると予測されています。高成長収益: 0NFS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: 0NFSの収益 ( 2.8% ) 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: 0NFSの収益 ( 2.8% ) 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: 0NFSの 自己資本利益率 は、3年後には低くなると予測されています ( 7.1 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 11:32終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Esprinet S.p.A. 4 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。7 アナリスト機関Dino CatenaEquita SIM S.p.A.Andrea RandoneIntermonte SIM S.p.A.Pietro NargiIntermonte SIM S.p.A.4 その他のアナリストを表示
Upcoming Dividend • Apr 27Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is on the higher end at 86%, however this is supported by cash flows. Trailing yield: 6.1%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (0.8%).
Buy Or Sell Opportunity • Apr 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €5.09. The fair value is estimated to be €6.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Mar 23Esprinet S.p.A., Annual General Meeting, Apr 23, 2026Esprinet S.p.A., Annual General Meeting, Apr 23, 2026, at 11:30 W. Europe Standard Time.
Declared Dividend • Mar 20Dividend reduced to €0.35Dividend of €0.35 is 13% lower than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 7.5%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 18Esprinet S.p.A. announces Annual dividend, payable on May 06, 2026Esprinet S.p.A. announced Annual dividend of EUR 0.3500 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.
New Risk • Mar 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (92% payout ratio). Share price has been volatile over the past 3 months (8.5% average weekly change).
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: €0.41 (vs €0.43 in FY 2024)Full year 2025 results: EPS: €0.41 (down from €0.43 in FY 2024). Revenue: €4.29b (up 3.6% from FY 2024). Net income: €20.2m (down 6.3% from FY 2024). Profit margin: 0.5% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Electronic 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 16% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Mar 12Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €4.81. The fair value is estimated to be €6.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Earnings per share has declined by 21%. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
お知らせ • Jan 14Esprinet Names Roberto Sasso Chief Financial OfficerEsprinet S.p.A. appointed Roberto Sasso as Chief Financial Officer. Controlling Officer Roberto Sasso will oversee administration, finance, and control, and will be responsible for financial and strategic planning across the group. The company said he will also support the Chief Executive Officer and Chief Operating Officer in the evaluation and management of mergers and acquisitions. Sasso joined Esprinet in 2007 and has held several senior finance roles within the group, including Administrative Director for Italy and Group Budgeting and Financial Analysis Manager.
お知らせ • Jan 08+ 3 more updatesEsprinet S.p.A. to Report Q3, 2026 Results on Nov 11, 2026Esprinet S.p.A. announced that they will report Q3, 2026 results on Nov 11, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.05 (vs €0.07 in 3Q 2024)Third quarter 2025 results: EPS: €0.05 (down from €0.07 in 3Q 2024). Revenue: €961.8m (up 3.2% from 3Q 2024). Net income: €2.76m (down 18% from 3Q 2024). Profit margin: 0.3% (down from 0.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Nov 04Now 20% undervaluedOver the last 90 days, the stock has risen 37% to €5.68. The fair value is estimated to be €7.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.2% over the last 3 years. Earnings per share has declined by 35%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
お知らせ • Sep 17Esprinet S.p.A. (BIT:PRT) signed binding agreement to acquire Vamat B.V. for €18 million.Esprinet S.p.A. (BIT:PRT) signed binding agreement to acquire Vamat B.V. for €18 million on September 16, 2025. The adjustment will take place subject to adjustment mechanisms required for determination of final purchase price. €18 million is a provisional price. For the period ending December 31, 2024, Vamat B.V. reported total revenue of €46.5 million and EBITDA of €2.7 million. As of December 31, 2024, Vamat B.V. reported total common equity of €9.3 million. The acquisition is expected to be completed around early October. €12.6 million will be paid in cash. Bird & Bird LLP acted as legal advisor for Esprinet S.p.A. Deloitte Financial Advisory S.R.L. acted as financial advisor for Esprinet S.p.A. Deloitte Italy S.p.A acted as accountant for Esprinet S.p.A. JanssenBroekhuysen Advocaten acted as legal advisor for Vamat B.V. Oaklins acted as financial advisor for Vamat B.V.
Reported Earnings • Sep 12Second quarter 2025 earnings released: EPS: €0.06 (vs €0.001 in 2Q 2024)Second quarter 2025 results: EPS: €0.06 (up from €0.001 in 2Q 2024). Revenue: €969.1m (up 4.9% from 2Q 2024). Net income: €2.91m (up €2.86m from 2Q 2024). Profit margin: 0.3% (up from 0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.15, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total loss to shareholders of 3.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.33 per share.
Buy Or Sell Opportunity • May 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €4.04. The fair value is estimated to be €5.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.2% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.1% in 2 years. Earnings are forecast to grow by 57% in the next 2 years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €4.32, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Electronic industry in the United Kingdom. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.36 per share.
New Risk • May 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Payout ratio: 103% Paying a dividend despite having no free cash flows. High level of non-cash earnings (22% accrual ratio).
Reported Earnings • May 15First quarter 2025 earnings released: EPS: €0.01 (vs €0.06 in 1Q 2024)First quarter 2025 results: EPS: €0.01 (down from €0.06 in 1Q 2024). Revenue: €962.4m (up 3.9% from 1Q 2024). Net income: €494.0k (down 85% from 1Q 2024). Profit margin: 0.1% (down from 0.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 28Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Payout ratio is on the higher end at 92% but the company is not cash flow positive. Trailing yield: 7.8%. Within top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.7%).
お知らせ • Mar 20Esprinet S.p.A., Annual General Meeting, Apr 17, 2025Esprinet S.p.A., Annual General Meeting, Apr 17, 2025, at 15:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €5.41, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 16x in the Electronic industry in the United Kingdom. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.68 per share.
お知らせ • Mar 14Esprinet S.P.A. Announces Annual Dividend, Payable on May 07, 2025Esprinet S.p.A. announced Annual dividend of EUR 0.4000 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.
New Risk • Mar 13New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 91% The company is paying a dividend despite having no free cash flows. Dividend yield: 7.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. 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.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: €0.44 (vs €0.24 loss in FY 2023)Full year 2024 results: EPS: €0.44 (up from €0.24 loss in FY 2023). Revenue: €4.14b (up 3.9% from FY 2023). Net income: €21.5m (up €33.4m from FY 2023). Profit margin: 0.5% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 08+ 1 more updateEsprinet S.p.A. to Report Q3, 2025 Results on Nov 13, 2025Esprinet S.p.A. announced that they will report Q3, 2025 results on Nov 13, 2025
お知らせ • Jan 07+ 1 more updateEsprinet S.p.A. to Report Fiscal Year 2024 Final Results on Mar 11, 2025Esprinet S.p.A. announced that they will report fiscal year 2024 final results on Mar 11, 2025
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €4.37, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electronic industry in the United Kingdom. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.32 per share.
Reported Earnings • Nov 16Third quarter 2024 earnings released: EPS: €0.07 (vs €0.04 in 3Q 2023)Third quarter 2024 results: EPS: €0.07 (up from €0.04 in 3Q 2023). Revenue: €931.8m (up 11% from 3Q 2023). Net income: €3.35m (up 67% from 3Q 2023). Profit margin: 0.4% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €5.95, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Electronic industry in the United Kingdom. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.02 per share.
Reported Earnings • Sep 13Second quarter 2024 earnings released: EPS: €0.001 (vs €0.66 loss in 2Q 2023)Second quarter 2024 results: EPS: €0.001 (up from €0.66 loss in 2Q 2023). Revenue: €923.7m (up 4.1% from 2Q 2023). Net income: €54.0k (up €32.9m from 2Q 2023). Profit margin: 0% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 38 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 15First quarter 2024 earnings released: EPS: €0.06 (vs €0.12 in 1Q 2023)First quarter 2024 results: EPS: €0.06 (down from €0.12 in 1Q 2023). Revenue: €926.2m (down 9.1% from 1Q 2023). Net income: €3.20m (down 46% from 1Q 2023). Profit margin: 0.3% (down from 0.6% in 1Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 14Full year 2023 earnings released: €0.24 loss per share (vs €0.96 profit in FY 2022)Full year 2023 results: €0.24 loss per share (down from €0.96 profit in FY 2022). Revenue: €3.99b (down 15% from FY 2022). Net loss: €11.9m (down 125% from profit in FY 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 26+ 4 more updatesEsprinet S.p.A., Annual General Meeting, Apr 24, 2024Esprinet S.p.A., Annual General Meeting, Apr 24, 2024. Agenda: To consider and approve the Financial Statements 2023 and presentation of the Consolidated Financial Statements 2023.
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €0.04 (vs €0.11 in 3Q 2022)Third quarter 2023 results: EPS: €0.04 (down from €0.11 in 3Q 2022). Revenue: €839.1m (down 19% from 3Q 2022). Net income: €2.01m (down 62% from 3Q 2022). Profit margin: 0.2% (down from 0.5% in 3Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 18% per year.
New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (dividend per share is over 11x earnings per share). Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (0.05% net profit margin).
Reported Earnings • Sep 14Second quarter 2023 earnings released: €0.65 loss per share (vs €0.16 profit in 2Q 2022)Second quarter 2023 results: €0.65 loss per share (down from €0.16 profit in 2Q 2022). Revenue: €887.2m (down 15% from 2Q 2022). Net loss: €32.8m (down €40.8m from profit in 2Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Sep 12Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €4.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total loss to shareholders of 16% over the past three years.
お知らせ • Sep 01+ 1 more updateEsprinet S.p.A. to Report First Half, 2023 Results on Sep 12, 2023Esprinet S.p.A. announced that they will report first half, 2023 results on Sep 12, 2023
お知らせ • Aug 03Esprinet S.p.A. completed the acquisition of Sifar Group Srl.Esprinet S.p.A. signed a binding agreement to acquire Sifar Group Srl on July 19, 2023. Following the closing a total amount of €9.3 million euros will therefore be paid in cash and using available resources. A further component of the Provisional Price, equal to €1.9 million euro, against the delivery of a first-demand bank guarantee of the same amount issued by a leading institution. The transaction is expected to close in few days of August. Studio Legale Chiomenti and EY Advisory S.p.A acted as legal and financial advisors to Esprinet S.p.A. (BIT:PRT). Gitti And Partners Studio Legale Associato acted as legal advisor and Maria Nella Palandri acted as accountant to Sifar Group SrlEsprinet S.p.A. completed the acquisition of Sifar Group Srl on August 2, 2023.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: €0.12 (vs €0.20 in 1Q 2022)First quarter 2023 results: EPS: €0.12 (down from €0.20 in 1Q 2022). Revenue: €1.02b (down 11% from 1Q 2022). Net income: €5.90m (down 41% from 1Q 2022). Profit margin: 0.6% (down from 0.9% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 97% over the past three years.
Upcoming Dividend • Apr 17Upcoming dividend of €0.54 per share at 6.1% yieldEligible shareholders must have bought the stock before 24 April 2023. Payment date: 26 April 2023. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 6.1%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.68b (flat on FY 2021). Net income: €47.3m (up 7.2% from FY 2021). Profit margin: 1.0% (up from 0.9% in FY 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.11 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.11 (down from €0.13 in 3Q 2021). Revenue: €1.04b (up 6.7% from 3Q 2021). Net income: €5.29m (down 20% from 3Q 2021). Profit margin: 0.5% (down from 0.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of Statutory Auditor Board Maurizio Dallocchio was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 18Second quarter 2022 earnings released: EPS: €0.16 (vs €0.24 in 2Q 2021)Second quarter 2022 results: EPS: €0.16 (down from €0.24 in 2Q 2021). Revenue: €1.04b (down 3.0% from 2Q 2021). Net income: €7.96m (down 33% from 2Q 2021). Profit margin: 0.8% (down from 1.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €1.14b (down 2.3% from 1Q 2021). Net income: €10.1m (down 1.6% from 1Q 2021). Profit margin: 0.9% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 7.4%, compared to a 8.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman of Statutory Auditor Board Maurizio Dallocchio was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 18Upcoming dividend of €0.54 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is a comfortable 61% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Within top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Mar 10Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.89 (up from €0.63 in FY 2020). Revenue: €4.69b (up 4.4% from FY 2020). Net income: €44.2m (up 41% from FY 2020). Profit margin: 0.9% (up from 0.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 5.7%, compared to a 7.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 39% per year.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €9.42, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Electronic industry in the United Kingdom. Total returns to shareholders of 209% over the past three years.
Reported Earnings • Nov 17Third quarter 2021 earnings released: EPS €0.13 (vs €0.18 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €974.0m (down 13% from 3Q 2020). Net income: €6.60m (down 32% from 3Q 2020). Profit margin: 0.7% (down from 0.9% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €13.24, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 34x in the Electronic industry in the United Kingdom. Total returns to shareholders of 286% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.02 per share.
Reported Earnings • Sep 08Second quarter 2021 earnings released: EPS €0.24 (vs €0.079 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €1.07b (up 16% from 2Q 2020). Net income: €11.9m (up 212% from 2Q 2020). Profit margin: 1.1% (up from 0.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 16First quarter 2021 earnings released: EPS €0.21 (vs €0.083 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.17b (up 28% from 1Q 2020). Net income: €10.2m (up 156% from 1Q 2020). Profit margin: 0.9% (up from 0.4% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 03Upcoming dividend of €0.54 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 4.0%. Within top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improved over the past weekAfter last week's 20% share price gain to €12.94, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 38x in the Electronic industry in the United Kingdom. Total returns to shareholders of 221% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.02 per share.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 6.4%, compared to a 6.5% growth forecast for the Electronic industry in the United Kingdom.
Reported Earnings • Mar 05Full year 2020 earnings released: EPS €0.63 (vs €0.46 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €4.49b (up 14% from FY 2019). Net income: €31.4m (up 36% from FY 2019). Profit margin: 0.7% (up from 0.6% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 13New 90-day high: €11.16The company is up 43% from its price of €7.79 on 12 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic 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 €10.85 per share.
Is New 90 Day High Low • Jan 05New 90-day high: €10.90The company is up 46% from its price of €7.48 on 05 October 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.32 per share.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €10.88, the stock is trading at a trailing P/E ratio of 16.7x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 38x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 183%.
Is New 90 Day High Low • Dec 08New 90-day high: €9.30The company is up 60% from its price of €5.83 on 08 September 2020. The British market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.19 per share.
Valuation Update With 7 Day Price Move • Nov 19Market bids up stock over the past weekAfter last week's 15% share price gain to €8.96, the stock is trading at a trailing P/E ratio of 13.5x, up from the previous P/E ratio of 11.7x. This compares to an average P/E of 34x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 138%.
Reported Earnings • Nov 15Third quarter 2020 earnings released: EPS €0.18The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €1.12b (up 26% from 3Q 2019). Net income: €9.65m (up 408% from 3Q 2019). Profit margin: 0.9% (up from 0.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 10New 90-day high: €7.96The company is up 77% from its price of €4.49 on 12 August 2020. The British market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic 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 €3.73 per share.
Is New 90 Day High Low • Oct 08New 90-day high: €7.67The company is up 89% from its price of €4.05 on 08 July 2020. The British market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.64 per share.
Is New 90 Day High Low • Sep 28New 90-day high: €7.03The company is up 84% from its price of €3.82 on 24 June 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.46 per share.