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FirstGroup plcLSE:FGP 株式レポート

時価総額 UK£901.1m
株価
UK£1.64
UK£2.5
34.5% 割安 内在価値ディスカウント
1Y-24.6%
7D-4.2%
1D
ポートフォリオ価値
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FirstGroup plc

LSE:FGP 株式レポート

時価総額:UK£901.1m

FirstGroup(FGP)株式概要

ファーストグループ(FirstGroup plc)は英国で公共交通サービスを提供している。 詳細

FGP ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長0/6
過去の実績5/6
財務の健全性4/6
配当金3/6

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FirstGroup plc 競合他社

価格と性能

株価の高値、安値、推移の概要FirstGroup
過去の株価
現在の株価UK£1.64
52週高値UK£2.40
52週安値UK£1.52
ベータ0.71
1ヶ月の変化-0.61%
3ヶ月変化-5.76%
1年変化-24.63%
3年間の変化17.52%
5年間の変化98.67%
IPOからの変化12.12%

最新ニュース

ナラティブの更新 Jun 04

FGP: Higher Future P/E And Lower Discount Rate Will Support Upside

Analysts have slightly raised their price target on FirstGroup to £2.50, citing modest adjustments to the discount rate, revenue expectations, profit margin assumptions, and a higher future P/E multiple as the key drivers behind the change. What's in the News Analysts adjust the price target for FirstGroup to £2.50, reflecting updated views on the discount rate, revenue expectations, profit margin assumptions, and the future P/E multiple.
ナラティブの更新 May 10

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have adjusted their price target on FirstGroup, with the latest fair value estimate holding at £2.50. Updated assumptions on the discount rate and future P/E have contributed to a more refined view of the stock.
ナラティブの更新 Apr 24

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have reduced their price target on FirstGroup to £2.50 per share, citing only minor adjustments to the discount rate, revenue expectations, profit margins and future P/E assumptions, rather than any major shift in the investment case. Valuation Changes Fair Value: Fair value per share is held at £2.50, with no change to the central estimate.
ナラティブの更新 Apr 10

FGP: Stronger Margin Outlook And Steady P/E Will Support Upside

Analysts have trimmed their price target on FirstGroup slightly, citing marginally higher discount rate assumptions, a small extra revenue decline and a modestly stronger profit margin outlook, which leaves their overall fair value estimate at £2.50 per share. Valuation Changes Fair Value: £2.50 per share is unchanged in the updated assessment.
ナラティブの更新 Mar 26

FGP: Higher Future P/E Assumptions Will Support Upside Potential

Analysts have trimmed their price target on FirstGroup by £0.01, reflecting slightly lower fair value and profit margin assumptions, alongside a modestly higher discount rate and future P/E multiple in their models. Valuation Changes Fair value has been reduced slightly from £2.51 to £2.50 per share.

Recent updates

ナラティブの更新 Jun 04

FGP: Higher Future P/E And Lower Discount Rate Will Support Upside

Analysts have slightly raised their price target on FirstGroup to £2.50, citing modest adjustments to the discount rate, revenue expectations, profit margin assumptions, and a higher future P/E multiple as the key drivers behind the change. What's in the News Analysts adjust the price target for FirstGroup to £2.50, reflecting updated views on the discount rate, revenue expectations, profit margin assumptions, and the future P/E multiple.
ナラティブの更新 May 10

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have adjusted their price target on FirstGroup, with the latest fair value estimate holding at £2.50. Updated assumptions on the discount rate and future P/E have contributed to a more refined view of the stock.
ナラティブの更新 Apr 24

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have reduced their price target on FirstGroup to £2.50 per share, citing only minor adjustments to the discount rate, revenue expectations, profit margins and future P/E assumptions, rather than any major shift in the investment case. Valuation Changes Fair Value: Fair value per share is held at £2.50, with no change to the central estimate.
ナラティブの更新 Apr 10

FGP: Stronger Margin Outlook And Steady P/E Will Support Upside

Analysts have trimmed their price target on FirstGroup slightly, citing marginally higher discount rate assumptions, a small extra revenue decline and a modestly stronger profit margin outlook, which leaves their overall fair value estimate at £2.50 per share. Valuation Changes Fair Value: £2.50 per share is unchanged in the updated assessment.
ナラティブの更新 Mar 26

FGP: Higher Future P/E Assumptions Will Support Upside Potential

Analysts have trimmed their price target on FirstGroup by £0.01, reflecting slightly lower fair value and profit margin assumptions, alongside a modestly higher discount rate and future P/E multiple in their models. Valuation Changes Fair value has been reduced slightly from £2.51 to £2.50 per share.
ナラティブの更新 Mar 12

FGP: Stable Assumptions And Earnings Multiple Will Support Future Upside

Analysts have nudged their price target on FirstGroup to £2.51, with the small adjustment reflecting steady assumptions on fair value, discount rate, revenue trends, profit margins and future P/E. Together, these factors support a broadly unchanged view of the shares.
ナラティブの更新 Feb 26

FGP: New Overground Contract Will Drive Future Returns

Analysts have kept their £2.51 price target for FirstGroup broadly steady, citing only minor tweaks to assumptions such as a slightly higher discount rate and modestly adjusted revenue growth, profit margin and forward P/E inputs. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17 million.
ナラティブの更新 Feb 11

FGP: New Overground Contract And Dividend Policy Will Support Future Returns

Analysts have kept their fair value view broadly unchanged for FirstGroup, with only small adjustments to inputs such as the discount rate, revenue expectations, profit margin and future P/E. This has led to a marginal tweak in their £ price target rather than a significant reset of their outlook.
ナラティブの更新 Jan 27

FGP: New Overground Win And Dividend Policy Will Support Future Returns

Analysts have nudged their price target on FirstGroup slightly higher to £2.51 per share, reflecting updated assumptions around discount rates, revenue trends and profit margins, while keeping the long term P/E outlook broadly unchanged. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17m, adding 63 buses across London and Bath, two depots and around 190 employees to the First Bus business (Key Developments).
ナラティブの更新 Jan 09

FGP: Higher Interim Dividend Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target for FirstGroup slightly higher to around £2.51. This reflects small adjustments to fair value estimates, discount rate assumptions and expectations for revenue contraction, profit margins and future P/E multiples.
分析記事 Dec 15

We Think FirstGroup (LON:FGP) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Dec 14

FGP: Dividend And Buyback Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target on FirstGroup higher, lifting fair value from £2.39 to £2.50 as they factor in slightly improved revenue expectations despite a modestly softer margin and higher discount rate. What's in the News Board proposes an interim dividend of 2.2 pence per share for H1 2026, up from 1.7 pence in H1 2025.
分析記事 Nov 21

FirstGroup (LON:FGP) Will Pay A Dividend Of £0.022

The board of FirstGroup plc ( LON:FGP ) has announced that it will pay a dividend on the 30th of December, with...
分析記事 Oct 22

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Sep 03

Investors Don't See Light At End Of FirstGroup plc's (LON:FGP) Tunnel

When you see that almost half of the companies in the Transportation industry in the United Kingdom have price-to-sales...
分析記事 Jun 15

Analysts Are Betting On FirstGroup plc (LON:FGP) With A Big Upgrade This Week

FirstGroup plc ( LON:FGP ) shareholders will have a reason to smile today, with the analysts making substantial...
分析記事 May 08

FirstGroup plc's (LON:FGP) Price Is Right But Growth Is Lacking After Shares Rocket 26%

FirstGroup plc ( LON:FGP ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 Apr 21

Should You Think About Buying FirstGroup plc (LON:FGP) Now?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 Mar 25

Is FirstGroup (LON:FGP) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
User avatar
新しいナラティブ Feb 08

Bus Electrification And London-Stirling Rail Route Will Improve Future Operations

Electrification of the bus fleet, supported by partnerships and CapEx, aims to improve efficiency and margins long-term.
分析記事 Nov 21

Shareholders Will Be Pleased With The Quality of FirstGroup's (LON:FGP) Earnings

When companies post strong earnings, the stock generally performs well, just like FirstGroup plc's ( LON:FGP ) stock...
分析記事 Oct 04

Calculating The Intrinsic Value Of FirstGroup plc (LON:FGP)

Key Insights Using the 2 Stage Free Cash Flow to Equity, FirstGroup fair value estimate is UK£1.36 Current share price...
分析記事 Sep 12

What FirstGroup plc's (LON:FGP) P/S Is Not Telling You

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Transportation industry in the United Kingdom...
分析記事 Aug 06

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw significant share price movement during...
分析記事 Jul 02

Estimating The Fair Value Of FirstGroup plc (LON:FGP)

Key Insights The projected fair value for FirstGroup is UK£1.51 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 May 26

Should You Think About Buying FirstGroup plc (LON:FGP) Now?

FirstGroup plc ( LON:FGP ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
分析記事 Mar 30

Is FirstGroup plc (LON:FGP) Trading At A 27% Discount?

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of FirstGroup plc...

株主還元

FGPGB TransportationGB 市場
7D-4.2%-0.6%-0.02%
1Y-24.6%7.5%16.8%

業界別リターン: FGP過去 1 年間で7.5 % の収益を上げたUK Transportation業界を下回りました。

リターン対市場: FGPは、過去 1 年間で16.8 % のリターンを上げたUK市場を下回りました。

価格変動

Is FGP's price volatile compared to industry and market?
FGP volatility
FGP Average Weekly Movement3.5%
Transportation Industry Average Movement4.6%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.7%
10% least volatile stocks in GB Market3.2%

安定した株価: FGP 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: FGPの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
198629,000Graham Sutherlandwww.firstgroupplc.com

ファーストグループ(FirstGroup plc)は英国で公共交通サービスを提供している。ファースト・バス(First Bus)部門とファースト・レール(First Rail)部門を通じて事業を展開している。ファースト・バス部門は、英国で約5,800台のバスとコーチを保有し、路線バスサービスを提供している。ファースト・レール部門は、グレート・ウェスタン鉄道、サウス・ウェスタン鉄道、アバンティ・ウエストコースト鉄道のフランチャイズ・ポートフォリオを通じて、長距離、通勤、地域、寝台サービスを提供する旅客鉄道網を運営している。ファーストグループ(FirstGroup plc)は1986年に設立され、英国ロンドンに本社を置いている。

FirstGroup plc 基礎のまとめ

FirstGroup の収益と売上を時価総額と比較するとどうか。
FGP 基礎統計学
時価総額UK£901.05m
収益(TTM)UK£128.50m
売上高(TTM)UK£4.99b
6.9x
PER(株価収益率
0.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
FGP 損益計算書(TTM)
収益UK£4.99b
売上原価UK£1.87b
売上総利益UK£3.12b
その他の費用UK£2.99b
収益UK£128.50m

直近の収益報告

Sep 27, 2025

次回決算日

Jun 18, 2026

一株当たり利益(EPS)0.24
グロス・マージン62.57%
純利益率2.57%
有利子負債/自己資本比率61.9%

FGP の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

4.3%
現在の配当利回り
31%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/09 18:27
終値2026/06/09 00:00
収益2025/09/27
年間収益2025/03/29

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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

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

分析モデルとスノーフレーク

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

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

業界およびセクターの指標

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

アナリスト筋

FirstGroup plc 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。21

アナリスト機関
David FintzenBarclays
Jack CummingsBerenberg
James Edward HollinsBNP Paribas