View ValuationSTEF 将来の成長Future 基準チェック /36STEF利益と収益がそれぞれ年間23.6%と3%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11.6% 23.7%なると予測されています。主要情報23.6%収益成長率23.69%EPS成長率Transportation 収益成長10.7%収益成長率3.0%将来の株主資本利益率11.55%アナリストカバレッジLow最終更新日22 May 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 updatesReported Earnings • Apr 20Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.Reported Earnings • Sep 06First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock has risen 10.0% to €138. The fair value is estimated to be €174, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • Jun 20Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €134. The fair value is estimated to be €169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €128. The fair value is estimated to be €160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.4%).Buy Or Sell Opportunity • Apr 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €123. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris FranceDeclared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (4.6%).Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Transportation industry in Europe.お知らせ • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024お知らせ • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.お知らせ • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.Buying Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Buying Opportunity • May 31Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.9%).Reported Earnings • Mar 11Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 1.4% growth forecast for the Transportation industry in the United Kingdom.お知らせ • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 2.6% growth forecast for the Transportation industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (4.7%).Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% in FY 2020). 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 7.3%, compared to a 15% growth forecast for the industry in the United Kingdom.Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.7%).Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.0002%. Over the next year, revenue is forecast to grow 7.4% compared to a 7.3% decline forecast for the Transportation industry in the United Kingdom.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Feb 15New 90-day high: €77.70The company is up 7.0% from its price of €72.28 on 16 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €125 per share.Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 55% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 52% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 70% share price gain to €110, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 7x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 24%.業績と収益の成長予測LSE:0NY3 - 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12/31/20285,611187165479312/31/20275,452163131436312/31/20265,300135110406312/31/20255,11984-2305N/A6/30/20254,9509777389N/A3/31/20254,87512359393N/A12/31/20244,80114942397N/A6/30/20244,588164-35311N/A3/31/20244,515169-7334N/A12/31/20234,44217521357N/A9/30/20234,40817623339N/A6/30/20234,37517725321N/A3/31/20234,26717732292N/A12/31/20224,16017839263N/A9/30/20223,99716292301N/A6/30/20223,834145145339N/A3/31/20223,670128174354N/A12/31/20213,507110203368N/A9/30/20213,399107173346N/A6/30/20213,291103143324N/A3/31/20213,2188878273N/A12/31/20203,1457313221N/A9/30/20203,2067429219N/A6/30/20203,2667544216N/A3/31/20203,3548877241N/A12/31/20193,441100111265N/A9/30/20193,402101N/A259N/A6/30/20193,363101N/A254N/A3/31/20193,30998N/A244N/A12/31/20183,25594N/A235N/A9/30/20183,17895N/A200N/A6/30/20183,10096N/A166N/A3/31/20183,03895N/A175N/A12/31/20172,97694N/A184N/A9/30/20172,93790N/A198N/A6/30/20172,89887N/A212N/A3/31/20172,86187N/A196N/A12/31/20162,82487N/A180N/A9/30/20162,82589N/A172N/A6/30/20162,82590N/A163N/A3/31/20162,82683N/A154N/A12/31/20152,82675N/A145N/A9/30/20152,81173N/A155N/A6/30/20152,79570N/A165N/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: 0NY3の予測収益成長率 (年間23.6% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0NY3の収益 ( 23.6% ) はUK市場 ( 11.6% ) 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: 0NY3の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 0NY3の収益 ( 3% ) 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: 0NY3の収益 ( 3% ) 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: 0NY3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 ( 11.6 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 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2026/05/27 09:49終値2026/05/25 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STEF SA 3 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。9 アナリスト機関Alexandre PlaudCIC Market Solutions (ESN)Mohamed MansourDegroof PetercamGuillaume CuvillierGilbert Dupont6 その他のアナリストを表示
Reported Earnings • Apr 20Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.
Reported Earnings • Sep 06First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock has risen 10.0% to €138. The fair value is estimated to be €174, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • Jun 20Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €134. The fair value is estimated to be €169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €128. The fair value is estimated to be €160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.4%).
Buy Or Sell Opportunity • Apr 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €123. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris France
Declared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (4.6%).
Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Transportation industry in Europe.
お知らせ • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024
お知らせ • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.
お知らせ • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.
Buying Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Buying Opportunity • May 31Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.9%).
Reported Earnings • Mar 11Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 1.4% growth forecast for the Transportation industry in the United Kingdom.
お知らせ • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.
Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 2.6% growth forecast for the Transportation industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (4.7%).
Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% in FY 2020). 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 7.3%, compared to a 15% growth forecast for the industry in the United Kingdom.
Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.7%).
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.0002%. Over the next year, revenue is forecast to grow 7.4% compared to a 7.3% decline forecast for the Transportation industry in the United Kingdom.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Feb 15New 90-day high: €77.70The company is up 7.0% from its price of €72.28 on 16 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €125 per share.
Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 55% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.
Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 52% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 70% share price gain to €110, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 7x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 24%.