View ValuationSeSa 将来の成長Future 基準チェック /36SeSa利益と収益がそれぞれ年間16.8%と5.2%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19% 16.2%なると予測されています。主要情報16.8%収益成長率16.16%EPS成長率Electronic 収益成長18.4%収益成長率5.2%将来の株主資本利益率18.97%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報お知らせ • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €90.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.56 per share.Reported Earnings • Mar 15Third quarter 2026 earnings released: EPS: €1.86 (vs €1.87 in 3Q 2025)Third quarter 2026 results: EPS: €1.86. Revenue: €1.11b (up 11% from 3Q 2025). Net income: €28.1m (up 9.4% from 3Q 2025). Profit margin: 2.5% (in line with 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €87.80. The fair value is estimated to be €72.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.お知らせ • Jan 26SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million.SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A. The transaction reflects TEV/EBITDA multiple of 5x.Reported Earnings • Dec 21Second quarter 2026 earnings released: EPS: €0.57 (vs €0.35 in 2Q 2025)Second quarter 2026 results: EPS: €0.57 (up from €0.35 in 2Q 2025). Revenue: €755.8m (up 17% from 2Q 2025). Net income: €8.72m (up 62% from 2Q 2025). Profit margin: 1.2% (up from 0.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.Buy Or Sell Opportunity • Oct 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to €90.90. The fair value is estimated to be €74.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €94.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.90 per share.New Risk • Sep 15New 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 6.9% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Sep 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €93.40. The fair value is estimated to be €74.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.Upcoming Dividend • Sep 15Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 22 September 2025. Payment date: 24 September 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (1.3%).Reported Earnings • Sep 12First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: €1.41. Revenue: €838.1m (up 8.1% from 1Q 2025). Net income: €21.6m (up 1.6% from 1Q 2025). Profit margin: 2.6% (down from 2.7% in 1Q 2025). The decrease in margin was driven by higher expenses. 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. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026Buy Or Sell Opportunity • Aug 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €71.70. The fair value is estimated to be €90.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Declared Dividend • Jul 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 22nd September 2025 Payment date: 24th September 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 20SeSa S.p.A. announces Annual dividend, payable on September 24, 2025SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025.Reported Earnings • Jul 20Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.27b (up 2.7% from FY 2024). Net income: €62.2m (down 21% from FY 2024). Profit margin: 1.9% (down from 2.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €70.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €75.73 per share.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €75.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in the United Kingdom. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €140 per share.お知らせ • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025New Risk • Mar 14New 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 7.1% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 13Third quarter 2025 earnings released: EPS: €1.67 (vs €1.67 in 3Q 2024)Third quarter 2025 results: EPS: €1.67 (down from €1.67 in 3Q 2024). Revenue: €998.4m (up 12% from 3Q 2024). Net income: €25.7m (down 1.1% from 3Q 2024). Profit margin: 2.6% (down from 2.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 2% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025Reported Earnings • Dec 19Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €649.8m (down 9.6% from 2Q 2024). Net income: €5.40m (down 68% from 2Q 2024). Profit margin: 0.8% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom.Upcoming Dividend • Sep 16Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom.Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 22Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 23rd September 2024 Payment date: 25th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 21%.Buy Or Sell Opportunity • Jul 01Now 22% undervaluedOver the last 90 days, the stock has risen 14% to €117. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • Jun 20Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €115. The fair value is estimated to be €91.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 8.1% to €107. The fair value is estimated to be €89.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.お知らせ • Mar 16+ 2 more updatesSeSa S.p.A. to Report Q1, 2025 Results on Sep 12, 2024SeSa S.p.A. announced that they will report Q1, 2025 results on Sep 12, 2024Reported Earnings • Mar 16Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023)Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% 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 increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 13Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €113. The fair value is estimated to be €91.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.お知らせ • Jan 01SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024Reported Earnings • Dec 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.お知らせ • Sep 16SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023.Reported Earnings • Sep 15First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €1.43. Revenue: €776.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% 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 increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 11Upcoming dividend of €1.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (1.6%).Reported Earnings • Jul 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Jun 16SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023Reported Earnings • Mar 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom.お知らせ • Jan 02SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023Reported Earnings • Dec 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). 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 6.1% growth forecast for the Electronic industry in the United Kingdom.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €121, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €93.47 per share.Reported Earnings • Sep 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the United Kingdom.Upcoming Dividend • Sep 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (1.6%).Reported Earnings • Jul 14Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 8.8% growth forecast for the industry in the United Kingdom.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 7.6% growth forecast for the industry in the United Kingdom. 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 70% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €144, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Electronic industry in the United Kingdom. Total returns to shareholders of 486% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €125 per share.Reported Earnings • Dec 22Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 7.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 17First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (3.9%). Lower than average of industry peers (0.9%).Reported Earnings • Jul 15Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Mar 13Third quarter 2021 earnings released: EPS €1.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €107, the stock is trading at a trailing P/E ratio of 37.5x, up from the previous P/E ratio of 32.1x. This compares to an average P/E of 37x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 340%.Reported Earnings • Dec 23Second quarter 2021 earnings released: EPS €0.65The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €399.7m (up 21% from 2Q 2020). Net income: €9.97m (up 45% from 2Q 2020). Profit margin: 2.5% (up from 2.1% 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 18% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 3.1% growth forecast for the Electronic industry in the United Kingdom.Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 65% share price decline to €30.45, the stock is trading at a trailing P/E ratio of 34.5x, down from the previous P/E ratio of 99.8x. This compares to an average P/E of 30x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 27%.Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 63% share price decline to €30.45, the stock is trading at a trailing P/E ratio of 31.8x, down from the previous P/E ratio of 87.2x. This compares to an average P/E of 32x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 27%.業績と収益の成長予測LSE:0QHK - 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4/30/20283,97910212221434/30/20273,7918910919844/30/20263,6207810718941/31/20263,53268193248N/A10/31/20253,42166130180N/A7/31/20253,3146369119N/A4/30/20253,2526260117N/A1/31/20253,2226669120N/A10/31/20243,118663782N/A7/31/20243,19078100144N/A4/30/20243,1887899138N/A1/31/20243,1038274116N/A10/31/20233,0738598135N/A7/31/20232,99386101137N/A4/30/20232,8898479115N/A1/31/20232,79885107137N/A10/31/20222,6588087117N/A7/31/20222,5007794124N/A4/30/20222,38374120145N/A1/31/20222,25869142171N/A10/31/20212,18062136163N/A7/31/20212,09958149172N/A4/30/20212,03452121148N/A1/31/20211,96349107128N/A10/31/20201,8924486106N/A7/31/20201,8214179100N/A4/30/20201,774387995N/A1/31/20201,747364260N/A10/31/20191,67133N/A53N/A7/31/20191,63932N/A52N/A4/30/20191,54929N/A29N/A1/31/20191,51529N/A40N/A10/31/20181,44528N/A66N/A7/31/20181,39428N/A60N/A4/30/20181,36127N/A50N/A1/31/20181,31726N/A70N/A10/31/20171,27925N/A35N/A7/31/20171,29226N/A33N/A4/30/20171,27025N/A34N/A1/31/20171,27325N/A16N/A10/31/20161,26825N/A24N/A7/31/20161,24324N/A22N/A4/30/20161,22824N/A28N/A1/31/20161,18124N/A28N/A10/31/20151,10823N/A19N/A7/31/20151,08022N/A19N/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: 0QHKの予測収益成長率 (年間16.8% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0QHKの収益 ( 16.8% ) はUK市場 ( 11.5% ) 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: 0QHK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: 0QHKの収益 ( 5.2% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0QHKの収益 ( 5.2% ) 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: 0QHK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 ( 19 %)。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2026/05/20 15:25終値2026/05/20 00:00収益2026/01/31年間収益2025/04/30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SeSa 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。10 アナリスト機関Michele BaldelliBNP ParibasLuigi De BellisEquita SIM S.p.A.Aleksandra ArsovaEquita SIM S.p.A.7 その他のアナリストを表示
お知らせ • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €90.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Electronic industry in the United Kingdom. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.56 per share.
Reported Earnings • Mar 15Third quarter 2026 earnings released: EPS: €1.86 (vs €1.87 in 3Q 2025)Third quarter 2026 results: EPS: €1.86. Revenue: €1.11b (up 11% from 3Q 2025). Net income: €28.1m (up 9.4% from 3Q 2025). Profit margin: 2.5% (in line with 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026
Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to €87.80. The fair value is estimated to be €72.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
お知らせ • Jan 26SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million.SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A. The transaction reflects TEV/EBITDA multiple of 5x.
Reported Earnings • Dec 21Second quarter 2026 earnings released: EPS: €0.57 (vs €0.35 in 2Q 2025)Second quarter 2026 results: EPS: €0.57 (up from €0.35 in 2Q 2025). Revenue: €755.8m (up 17% from 2Q 2025). Net income: €8.72m (up 62% from 2Q 2025). Profit margin: 1.2% (up from 0.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
Buy Or Sell Opportunity • Oct 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 4.1% to €90.90. The fair value is estimated to be €74.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €94.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Electronic industry in the United Kingdom. Total loss to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.90 per share.
New Risk • Sep 15New 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 6.9% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Sep 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €93.40. The fair value is estimated to be €74.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 49% in the next 2 years.
Upcoming Dividend • Sep 15Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 22 September 2025. Payment date: 24 September 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (1.3%).
Reported Earnings • Sep 12First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: €1.41. Revenue: €838.1m (up 8.1% from 1Q 2025). Net income: €21.6m (up 1.6% from 1Q 2025). Profit margin: 2.6% (down from 2.7% in 1Q 2025). The decrease in margin was driven by higher expenses. 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. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026
Buy Or Sell Opportunity • Aug 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €71.70. The fair value is estimated to be €90.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 7.1%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Declared Dividend • Jul 21Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 22nd September 2025 Payment date: 24th September 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 20SeSa S.p.A. announces Annual dividend, payable on September 24, 2025SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025.
Reported Earnings • Jul 20Full year 2025 earnings releasedFull year 2025 results: Revenue: €3.27b (up 2.7% from FY 2024). Net income: €62.2m (down 21% from FY 2024). Profit margin: 1.9% (down from 2.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 20% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €70.40, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total loss to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €75.73 per share.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €75.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Electronic industry in the United Kingdom. Total loss to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €140 per share.
お知らせ • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025
New Risk • Mar 14New 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 7.1% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 13Third quarter 2025 earnings released: EPS: €1.67 (vs €1.67 in 3Q 2024)Third quarter 2025 results: EPS: €1.67 (down from €1.67 in 3Q 2024). Revenue: €998.4m (up 12% from 3Q 2024). Net income: €25.7m (down 1.1% from 3Q 2024). Profit margin: 2.6% (down from 2.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% 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 2% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025
Reported Earnings • Dec 19Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €649.8m (down 9.6% from 2Q 2024). Net income: €5.40m (down 68% from 2Q 2024). Profit margin: 0.8% (down from 2.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom.
Upcoming Dividend • Sep 16Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom.
Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 22Dividend of €1.00 announcedShareholders will receive a dividend of €1.00. Ex-date: 23rd September 2024 Payment date: 25th September 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 21%.
Buy Or Sell Opportunity • Jul 01Now 22% undervaluedOver the last 90 days, the stock has risen 14% to €117. The fair value is estimated to be €149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • Jun 20Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €115. The fair value is estimated to be €91.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 8.1% to €107. The fair value is estimated to be €89.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
お知らせ • Mar 16+ 2 more updatesSeSa S.p.A. to Report Q1, 2025 Results on Sep 12, 2024SeSa S.p.A. announced that they will report Q1, 2025 results on Sep 12, 2024
Reported Earnings • Mar 16Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023)Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% 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 increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 13Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €113. The fair value is estimated to be €91.98, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
お知らせ • Jan 01SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024
Reported Earnings • Dec 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.
お知らせ • Sep 16SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023.
Reported Earnings • Sep 15First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €1.43. Revenue: €776.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% 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 increased by 25% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 11Upcoming dividend of €1.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Jul 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Jun 16SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023
Reported Earnings • Mar 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom.
お知らせ • Jan 02SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023
Reported Earnings • Dec 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). 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 6.1% growth forecast for the Electronic industry in the United Kingdom.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €121, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Electronic industry in the United Kingdom. Total returns to shareholders of 204% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €93.47 per share.
Reported Earnings • Sep 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in the United Kingdom.
Upcoming Dividend • Sep 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (1.6%).
Reported Earnings • Jul 14Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 8.8% growth forecast for the industry in the United Kingdom.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 15Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 7.6% growth forecast for the industry in the United Kingdom. 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 70% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €144, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Electronic industry in the United Kingdom. Total returns to shareholders of 486% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €125 per share.
Reported Earnings • Dec 22Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 7.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 95% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 17First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of British dividend payers (3.9%). Lower than average of industry peers (0.9%).
Reported Earnings • Jul 15Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 13Third quarter 2021 earnings released: EPS €1.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to €107, the stock is trading at a trailing P/E ratio of 37.5x, up from the previous P/E ratio of 32.1x. This compares to an average P/E of 37x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 340%.
Reported Earnings • Dec 23Second quarter 2021 earnings released: EPS €0.65The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €399.7m (up 21% from 2Q 2020). Net income: €9.97m (up 45% from 2Q 2020). Profit margin: 2.5% (up from 2.1% 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 18% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 3.1% growth forecast for the Electronic industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Dec 09Market pulls back on stock over the past weekAfter last week's 65% share price decline to €30.45, the stock is trading at a trailing P/E ratio of 34.5x, down from the previous P/E ratio of 99.8x. This compares to an average P/E of 30x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 27%.
Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 63% share price decline to €30.45, the stock is trading at a trailing P/E ratio of 31.8x, down from the previous P/E ratio of 87.2x. This compares to an average P/E of 32x in the Electronic industry in the United Kingdom. Total returns to shareholders over the past three years are 27%.