FirstGroup plc

LSE:FGP 株式レポート

時価総額:UK£976.6m

FirstGroup 過去の業績

過去 基準チェック /36

FirstGroupは、平均年間44.3%の収益成長を遂げていますが、 Transportation業界の収益は、年間 成長しています。収益は、平均年間24.8% 2.7%収益成長率で 成長しています。 FirstGroupの自己資本利益率は16.6%であり、純利益率は2.4%です。

主要情報

44.30%

収益成長率

52.28%

EPS成長率

Transportation 業界の成長9.17%
収益成長率2.74%
株主資本利益率16.59%
ネット・マージン2.45%
次回の業績アップデート17 Nov 2026

最近の業績更新

分析記事 Jun 25

Some Investors May Be Willing To Look Past FirstGroup's (LON:FGP) Soft Earnings

FirstGroup plc's ( LON:FGP ) stock was strong despite it releasing a soft earnings report last week. We think that...

Recent updates

分析記事 Jun 25

Some Investors May Be Willing To Look Past FirstGroup's (LON:FGP) Soft Earnings

FirstGroup plc's ( LON:FGP ) stock was strong despite it releasing a soft earnings report last week. We think that...
ナラティブ更新 Jun 18

FGP: Lower Discount Rate Will Support Future Share Price Upside

Analysts have maintained their fair value estimate for FirstGroup at £2.50 per share and made only marginal adjustments to inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a change in their overall view.
ナラティブ更新 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...
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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...

収支内訳

FirstGroup の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

LSE:FGP 収益、費用、利益 ( )GBP Millions
日付収益収益G+A経費研究開発費
28 Mar 264,75211640
28 Dec 254,95512240
27 Sep 254,99012940
27 Jun 255,02812640
29 Mar 255,23412340
29 Dec 245,05810940
28 Sep 244,8829530
28 Jun 244,7984230
30 Mar 244,715-1030
30 Dec 234,732-830
30 Sep 234,750-730
30 Jun 234,7523630
25 Mar 234,7557930
25 Dec 224,7106940
24 Sep 224,6645950
24 Jun 224,6282450
26 Mar 224,591-1150
26 Dec 214,498250
25 Sep 214,4051550
25 Jun 214,3621250
27 Mar 214,3191050
26 Sep 203,164-20940
26 Jun 203,903-27340
28 Mar 204,643-33740
31 Dec 197,555-280-10
30 Sep 197,356-233-10
30 Jun 197,241-15010
31 Mar 197,127-6730
31 Dec 187,029-18620
30 Sep 186,930-30510
30 Jun 186,664-30120
31 Mar 186,398-29620
31 Dec 176,129-9520
30 Sep 175,86010520
30 Jun 175,75710920
31 Mar 175,65311220
31 Dec 165,49810820
30 Sep 165,34210520
30 Jun 165,2809720
31 Mar 165,2189020
31 Dec 155,3847910
30 Sep 155,5516710

質の高い収益: FGPは 高品質の収益 を持っています。

利益率の向上: FGPの現在の純利益率 (2.4%)は、昨年(2.3%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: FGP過去 5 年間で収益を上げており、収益は年間44.3%増加しています。

成長の加速: FGPは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: FGPは過去 1 年間で収益成長率がマイナス ( -5.3% ) となったため、 Transportation業界平均 ( 30.3% ) と比較することが困難です。


株主資本利益率

高いROE: FGPの 自己資本利益率 ( 16.6% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/08/17 16:13
終値2026/08/14 00:00
収益2026/03/28
年間収益2026/03/28

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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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。20

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