View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSalcef Group 過去の業績過去 基準チェック /26Salcef Groupは、平均年間20.6%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間32.1% 25.8%収益成長率で 成長しています。 Salcef Groupの自己資本利益率は13.9%であり、純利益率は6.8%です。主要情報20.58%収益成長率9.65%EPS成長率Construction 業界の成長20.44%収益成長率25.76%株主資本利益率13.86%ネット・マージン6.77%前回の決算情報30 Sep 2024最近の業績更新Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €248.6m (up 22% from 3Q 2023). Net income: €18.5m (down 7.8% from 3Q 2023). Profit margin: 7.4% (down from 9.8% in 3Q 2023). 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 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €275.5m (up 38% from 2Q 2023). Net income: €18.8m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €213.2m (up 36% from 1Q 2023). Net income: €16.2m (up 13% from 1Q 2023). Profit margin: 7.6% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.Reported Earnings • Mar 18Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: €1.01 (up from €0.73 in FY 2022). Revenue: €785.3m (up 42% from FY 2022). Net income: €61.9m (up 37% from FY 2022). Profit margin: 7.9% (down from 8.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Jan 28+ 4 more updatesSalcef Group S.p.A. to Report First Half, 2024 Results on Aug 08, 2024Salcef Group S.p.A. announced that they will report first half, 2024 results on Aug 08, 2024Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.33 (vs €0.24 in 3Q 2022)Third quarter 2023 results: EPS: €0.33 (up from €0.24 in 3Q 2022). Revenue: €211.4m (up 40% from 3Q 2022). Net income: €20.0m (up 35% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesReported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €248.6m (up 22% from 3Q 2023). Net income: €18.5m (down 7.8% from 3Q 2023). Profit margin: 7.4% (down from 9.8% in 3Q 2023). 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 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €275.5m (up 38% from 2Q 2023). Net income: €18.8m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €213.2m (up 36% from 1Q 2023). Net income: €16.2m (up 13% from 1Q 2023). Profit margin: 7.6% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.Price Target Changed • May 17Price target decreased by 10% to €27.38Down from €30.53, the current price target is an average from 4 analysts. New target price is 7.8% above last closing price of €25.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €1.01 last year.Upcoming Dividend • May 06Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.9%).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €25.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.47 per share.Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to €22.40. The fair value is estimated to be €28.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Buy Or Sell Opportunity • Mar 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €22.45. The fair value is estimated to be €28.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Reported Earnings • Mar 18Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: €1.01 (up from €0.73 in FY 2022). Revenue: €785.3m (up 42% from FY 2022). Net income: €61.9m (up 37% from FY 2022). Profit margin: 7.9% (down from 8.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.分析記事 • Feb 03Be Wary Of Salcef Group (BIT:SCF) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jan 28+ 4 more updatesSalcef Group S.p.A. to Report First Half, 2024 Results on Aug 08, 2024Salcef Group S.p.A. announced that they will report first half, 2024 results on Aug 08, 2024分析記事 • Jan 09Salcef Group (BIT:SCF) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Nov 29Price target increased by 7.0% to €29.43Up from €27.49, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €24.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €0.73 last year.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.33 (vs €0.24 in 3Q 2022)Third quarter 2023 results: EPS: €0.33 (up from €0.24 in 3Q 2022). Revenue: €211.4m (up 40% from 3Q 2022). Net income: €20.0m (up 35% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 24Some Investors May Be Worried About Salcef Group's (BIT:SCF) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...分析記事 • Sep 29Is Salcef Group (BIT:SCF) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 12Estimating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Key Insights The projected fair value for Salcef Group is €20.66 based on 2 Stage Free Cash Flow to Equity Current...Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.27 (vs €0.14 in 2Q 2022)Second quarter 2023 results: EPS: €0.27 (up from €0.14 in 2Q 2022). Revenue: €199.6m (up 66% from 2Q 2022). Net income: €16.8m (up 100% from 2Q 2022). Profit margin: 8.4% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 03Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions. Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl on August 1, 2023.分析記事 • Jul 07Investors Could Be Concerned With Salcef Group's (BIT:SCF) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • Jun 27Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions.Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: €0.23 (vs €0.088 in 1Q 2022)First quarter 2023 results: EPS: €0.23 (up from €0.088 in 1Q 2022). Revenue: €156.9m (up 48% from 1Q 2022). Net income: €14.3m (up 163% from 1Q 2022). Profit margin: 9.1% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 30Salcef Group S.p.A. (BIT:SCF) announces an Equity Buyback for 5,441,748 shares, representing 8.72% of its issued share capital.Salcef Group S.p.A. (BIT:SCF) commences share repurchases on May 22, 2023, under the program mandated by the shareholders in the Ordinary General Meeting held on April 27, 2023. As per the mandate, the company is authorized to repurchase up to 5,441,748 shares, representing 8.7% of the company's share capital. The company is authorized to repurchase its own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The program will be valid for 18 months. As of March 28, 2023, the company had 62,399,906 issued shares and had 798,243 treasury shares. On May 16, 2023, the company announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, for €8 million. The repurchases will expire on October 27, 2024.Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €691.0m to €704.9m. EPS estimate increased from €1.01 to €1.16 per share. Net income forecast to grow 58% next year vs 58% growth forecast for Construction industry in Italy. Consensus price target up from €25.01 to €26.26. Share price was steady at €22.10 over the past week.分析記事 • May 09Here's Why Salcef Group (BIT:SCF) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Upcoming Dividend • May 08Upcoming dividend of €0.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.2%). Lower than average of industry peers (3.7%).分析記事 • Apr 18Should You Investigate Salcef Group S.p.A. (BIT:SCF) At €20.70?Salcef Group S.p.A. ( BIT:SCF ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Mar 29There Are Reasons To Feel Uneasy About Salcef Group's (BIT:SCF) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.90, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 138% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.25 per share.Reported Earnings • Mar 18Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.73. Revenue: €554.7m (up 28% from FY 2021). Net income: €45.3m (up 16% from FY 2021). Profit margin: 8.2% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Italy.分析記事 • Jan 05We Think Salcef Group (BIT:SCF) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Dec 20Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family.Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family on December 18, 2022. The transaction has an Enterprise Value of about €70 million including the assumption of some Francesco Ventura’s financial liabilities and the payment of the consideration for the share purchase, which will take place partially at the closing and, for the residual portion, on a deferred basis. The deal will be entirely funded with Salcef Group’s own resources. Francesco Ventura Costruzioni Ferroviarie Srl reported revenues of approximately €50 million in the years 2020 and 2021. The closing of the transaction is subject to fulfilment of some conditions precedent and is expected to close in the coming weeks.分析記事 • Dec 13Salcef Group S.p.A.'s (BIT:SCF) Intrinsic Value Is Potentially 22% Below Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.24 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.24 (up from €0.20 in 3Q 2021). Revenue: €159.1m (up 53% from 3Q 2021). Net income: €14.8m (up 28% from 3Q 2021). Profit margin: 9.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €14.84, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Construction industry in Europe. Total loss to shareholders of 16% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €16.11 per share.分析記事 • Sep 21Is Salcef Group (BIT:SCF) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 02Capital Allocation Trends At Salcef Group (BIT:SCF) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Price Target Changed • Aug 17Price target decreased to €21.37Down from €25.00, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €17.68. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.76 last year.分析記事 • Aug 10Estimating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...Reported Earnings • Aug 07Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €124.4m (up 4.8% from 2Q 2021). Net income: €8.36m (down 27% from 2Q 2021). Profit margin: 6.7% (down from 9.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in Italy.分析記事 • May 30Salcef Group (BIT:SCF) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • May 09Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (3.6%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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.分析記事 • Apr 15Is Salcef Group (BIT:SCF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Mar 24Calculating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...分析記事 • Nov 28Some Shareholders Feeling Restless Over Salcef Group S.p.A.'s (BIT:SCF) P/E RatioSalcef Group S.p.A.'s ( BIT:SCF ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right now...分析記事 • Aug 10Is Salcef Group (BIT:SCF) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 08Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €120.0m (up 46% from 2Q 2020). Net income: €11.4m (up €20.9m from 2Q 2020). Profit margin: 9.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.分析記事 • Jun 10Salcef Group's (BIT:SCF) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Price Target Changed • May 25Price target increased to €15.87Up from €14.47, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €13.55. Stock is up 20% over the past year.Price Target Changed • May 17Price target increased to €14.80Up from €13.80, the current price target is an average from 4 analysts. New target price is 8.0% above last closing price of €13.70. Stock is up 36% over the past year.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.04 to €0.90. Revenue forecast unchanged from €393.9m at last update. Net income forecast to grow 17% next year vs 13% growth forecast for Construction industry in Italy. Consensus price target of €14.47 unchanged from last update. Share price fell 2.1% to €13.70 over the past week.Upcoming Dividend • May 17Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (3.8%). In line with average of industry peers (2.8%).分析記事 • Mar 31Here's How We Evaluate Salcef Group S.p.A.'s (BIT:SCF) DividendIs Salcef Group S.p.A. ( BIT:SCF ) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.01 (vs €0.97 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €338.2m (up 10.0% from FY 2019). Net income: €41.1m (up 7.1% from FY 2019). Profit margin: 12% (in line with FY 2019).分析記事 • Mar 11We Like Salcef Group's (BIT:SCF) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Feb 19Introducing Salcef Group (BIT:SCF), A Stock That Climbed 17% In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But if you pick...Is New 90 Day High Low • Feb 12New 90-day high: €12.25The company is up 6.0% from its price of €11.60 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.60 per share.分析記事 • Jan 28Calculating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...Is New 90 Day High Low • Jan 23New 90-day high: €12.05The company is up 3.0% from its price of €11.75 on 23 October 2020. The Italian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.28 per share.分析記事 • Jan 07Declining Stock and Decent Financials: Is The Market Wrong About Salcef Group S.p.A. (BIT:SCF)?It is hard to get excited after looking at Salcef Group's (BIT:SCF) recent performance, when its stock has declined...分析記事 • Dec 17Factors Income Investors Should Consider Before Adding Salcef Group S.p.A. (BIT:SCF) To Their PortfolioToday we'll take a closer look at Salcef Group S.p.A. ( BIT:SCF ) from a dividend investor's perspective. Owning a...Reported Earnings • Nov 28Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.分析記事 • Nov 26Analysts Are Betting On Salcef Group S.p.A. (BIT:SCF) With A Big Upgrade This WeekShareholders in Salcef Group S.p.A. (BIT:SCF) may be thrilled to learn that the analysts have just delivered a major...Reported Earnings • Nov 21Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Oct 30New 90-day low: €11.25The company is down 5.0% from its price of €11.80 on 31 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.収支内訳Salcef Group 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BIT:SCF 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費30 Sep 2494964185030 Jun 2491266179031 Mar 2484064171031 Dec 2378562163030 Sep 2373868146030 Jun 2368563139031 Mar 2360654127031 Dec 2255645121030 Sep 2249841114030 Jun 2245038112031 Mar 2244841107031 Dec 2143539103030 Sep 214195896030 Jun 214005889031 Mar 213634382031 Dec 203384177030 Sep 203021469030 Jun 202981267031 Mar 202892164031 Dec 192872860030 Sep 193143059030 Jun 193272666031 Mar 193222863031 Dec 183252964031 Dec 173162860031 Dec 16270753031 Dec 151623340質の高い収益: SCFは 高品質の収益 を持っています。利益率の向上: SCFの現在の純利益率 (6.8%)は、昨年(9.3%)よりも低くなっています。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: SCFの収益は過去 5 年間で年間20.6%増加しました。成長の加速: SCF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: SCFは過去 1 年間で収益成長率がマイナス ( -5.9% ) となったため、 Construction業界平均 ( 28.2% ) と比較することが困難です。株主資本利益率高いROE: SCFの 自己資本利益率 ( 13.9% ) 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7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2024/11/20 09:38終値2024/11/18 00:00収益2024/09/30年間収益2023/12/31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Salcef Group S.p.A. 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。2 アナリスト機関Gabriele GambarovaBanca Akros S.p.A. (ESN)Dario MichiBNP Paribas
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €248.6m (up 22% from 3Q 2023). Net income: €18.5m (down 7.8% from 3Q 2023). Profit margin: 7.4% (down from 9.8% in 3Q 2023). 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 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €275.5m (up 38% from 2Q 2023). Net income: €18.8m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €213.2m (up 36% from 1Q 2023). Net income: €16.2m (up 13% from 1Q 2023). Profit margin: 7.6% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.
Reported Earnings • Mar 18Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: €1.01 (up from €0.73 in FY 2022). Revenue: €785.3m (up 42% from FY 2022). Net income: €61.9m (up 37% from FY 2022). Profit margin: 7.9% (down from 8.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Jan 28+ 4 more updatesSalcef Group S.p.A. to Report First Half, 2024 Results on Aug 08, 2024Salcef Group S.p.A. announced that they will report first half, 2024 results on Aug 08, 2024
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.33 (vs €0.24 in 3Q 2022)Third quarter 2023 results: EPS: €0.33 (up from €0.24 in 3Q 2022). Revenue: €211.4m (up 40% from 3Q 2022). Net income: €20.0m (up 35% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €248.6m (up 22% from 3Q 2023). Net income: €18.5m (down 7.8% from 3Q 2023). Profit margin: 7.4% (down from 9.8% in 3Q 2023). 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 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €275.5m (up 38% from 2Q 2023). Net income: €18.8m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €213.2m (up 36% from 1Q 2023). Net income: €16.2m (up 13% from 1Q 2023). Profit margin: 7.6% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.
Price Target Changed • May 17Price target decreased by 10% to €27.38Down from €30.53, the current price target is an average from 4 analysts. New target price is 7.8% above last closing price of €25.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €1.01 last year.
Upcoming Dividend • May 06Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.9%).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €25.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.47 per share.
Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to €22.40. The fair value is estimated to be €28.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Buy Or Sell Opportunity • Mar 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €22.45. The fair value is estimated to be €28.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Reported Earnings • Mar 18Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: €1.01 (up from €0.73 in FY 2022). Revenue: €785.3m (up 42% from FY 2022). Net income: €61.9m (up 37% from FY 2022). Profit margin: 7.9% (down from 8.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
分析記事 • Feb 03Be Wary Of Salcef Group (BIT:SCF) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jan 28+ 4 more updatesSalcef Group S.p.A. to Report First Half, 2024 Results on Aug 08, 2024Salcef Group S.p.A. announced that they will report first half, 2024 results on Aug 08, 2024
分析記事 • Jan 09Salcef Group (BIT:SCF) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Nov 29Price target increased by 7.0% to €29.43Up from €27.49, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €24.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €0.73 last year.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.33 (vs €0.24 in 3Q 2022)Third quarter 2023 results: EPS: €0.33 (up from €0.24 in 3Q 2022). Revenue: €211.4m (up 40% from 3Q 2022). Net income: €20.0m (up 35% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 24Some Investors May Be Worried About Salcef Group's (BIT:SCF) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 • Sep 29Is Salcef Group (BIT:SCF) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 12Estimating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Key Insights The projected fair value for Salcef Group is €20.66 based on 2 Stage Free Cash Flow to Equity Current...
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.27 (vs €0.14 in 2Q 2022)Second quarter 2023 results: EPS: €0.27 (up from €0.14 in 2Q 2022). Revenue: €199.6m (up 66% from 2Q 2022). Net income: €16.8m (up 100% from 2Q 2022). Profit margin: 8.4% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 03Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions. Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl on August 1, 2023.
分析記事 • Jul 07Investors Could Be Concerned With Salcef Group's (BIT:SCF) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • Jun 27Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions.
Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: €0.23 (vs €0.088 in 1Q 2022)First quarter 2023 results: EPS: €0.23 (up from €0.088 in 1Q 2022). Revenue: €156.9m (up 48% from 1Q 2022). Net income: €14.3m (up 163% from 1Q 2022). Profit margin: 9.1% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 30Salcef Group S.p.A. (BIT:SCF) announces an Equity Buyback for 5,441,748 shares, representing 8.72% of its issued share capital.Salcef Group S.p.A. (BIT:SCF) commences share repurchases on May 22, 2023, under the program mandated by the shareholders in the Ordinary General Meeting held on April 27, 2023. As per the mandate, the company is authorized to repurchase up to 5,441,748 shares, representing 8.7% of the company's share capital. The company is authorized to repurchase its own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The program will be valid for 18 months. As of March 28, 2023, the company had 62,399,906 issued shares and had 798,243 treasury shares. On May 16, 2023, the company announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, for €8 million. The repurchases will expire on October 27, 2024.
Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €691.0m to €704.9m. EPS estimate increased from €1.01 to €1.16 per share. Net income forecast to grow 58% next year vs 58% growth forecast for Construction industry in Italy. Consensus price target up from €25.01 to €26.26. Share price was steady at €22.10 over the past week.
分析記事 • May 09Here's Why Salcef Group (BIT:SCF) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Upcoming Dividend • May 08Upcoming dividend of €0.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.2%). Lower than average of industry peers (3.7%).
分析記事 • Apr 18Should You Investigate Salcef Group S.p.A. (BIT:SCF) At €20.70?Salcef Group S.p.A. ( BIT:SCF ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Mar 29There Are Reasons To Feel Uneasy About Salcef Group's (BIT:SCF) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.90, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 138% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.25 per share.
Reported Earnings • Mar 18Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.73. Revenue: €554.7m (up 28% from FY 2021). Net income: €45.3m (up 16% from FY 2021). Profit margin: 8.2% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Italy.
分析記事 • Jan 05We Think Salcef Group (BIT:SCF) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Dec 20Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family.Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family on December 18, 2022. The transaction has an Enterprise Value of about €70 million including the assumption of some Francesco Ventura’s financial liabilities and the payment of the consideration for the share purchase, which will take place partially at the closing and, for the residual portion, on a deferred basis. The deal will be entirely funded with Salcef Group’s own resources. Francesco Ventura Costruzioni Ferroviarie Srl reported revenues of approximately €50 million in the years 2020 and 2021. The closing of the transaction is subject to fulfilment of some conditions precedent and is expected to close in the coming weeks.
分析記事 • Dec 13Salcef Group S.p.A.'s (BIT:SCF) Intrinsic Value Is Potentially 22% Below Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.24 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.24 (up from €0.20 in 3Q 2021). Revenue: €159.1m (up 53% from 3Q 2021). Net income: €14.8m (up 28% from 3Q 2021). Profit margin: 9.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €14.84, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Construction industry in Europe. Total loss to shareholders of 16% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €16.11 per share.
分析記事 • Sep 21Is Salcef Group (BIT:SCF) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Sep 02Capital Allocation Trends At Salcef Group (BIT:SCF) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Price Target Changed • Aug 17Price target decreased to €21.37Down from €25.00, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €17.68. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.76 last year.
分析記事 • Aug 10Estimating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...
Reported Earnings • Aug 07Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €124.4m (up 4.8% from 2Q 2021). Net income: €8.36m (down 27% from 2Q 2021). Profit margin: 6.7% (down from 9.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in Italy.
分析記事 • May 30Salcef Group (BIT:SCF) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • May 09Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (3.6%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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.
分析記事 • Apr 15Is Salcef Group (BIT:SCF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Mar 24Calculating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...
分析記事 • Nov 28Some Shareholders Feeling Restless Over Salcef Group S.p.A.'s (BIT:SCF) P/E RatioSalcef Group S.p.A.'s ( BIT:SCF ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right now...
分析記事 • Aug 10Is Salcef Group (BIT:SCF) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 08Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €120.0m (up 46% from 2Q 2020). Net income: €11.4m (up €20.9m from 2Q 2020). Profit margin: 9.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
分析記事 • Jun 10Salcef Group's (BIT:SCF) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Price Target Changed • May 25Price target increased to €15.87Up from €14.47, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €13.55. Stock is up 20% over the past year.
Price Target Changed • May 17Price target increased to €14.80Up from €13.80, the current price target is an average from 4 analysts. New target price is 8.0% above last closing price of €13.70. Stock is up 36% over the past year.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.04 to €0.90. Revenue forecast unchanged from €393.9m at last update. Net income forecast to grow 17% next year vs 13% growth forecast for Construction industry in Italy. Consensus price target of €14.47 unchanged from last update. Share price fell 2.1% to €13.70 over the past week.
Upcoming Dividend • May 17Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (3.8%). In line with average of industry peers (2.8%).
分析記事 • Mar 31Here's How We Evaluate Salcef Group S.p.A.'s (BIT:SCF) DividendIs Salcef Group S.p.A. ( BIT:SCF ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.01 (vs €0.97 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €338.2m (up 10.0% from FY 2019). Net income: €41.1m (up 7.1% from FY 2019). Profit margin: 12% (in line with FY 2019).
分析記事 • Mar 11We Like Salcef Group's (BIT:SCF) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 • Feb 19Introducing Salcef Group (BIT:SCF), A Stock That Climbed 17% In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But if you pick...
Is New 90 Day High Low • Feb 12New 90-day high: €12.25The company is up 6.0% from its price of €11.60 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.60 per share.
分析記事 • Jan 28Calculating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...
Is New 90 Day High Low • Jan 23New 90-day high: €12.05The company is up 3.0% from its price of €11.75 on 23 October 2020. The Italian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.28 per share.
分析記事 • Jan 07Declining Stock and Decent Financials: Is The Market Wrong About Salcef Group S.p.A. (BIT:SCF)?It is hard to get excited after looking at Salcef Group's (BIT:SCF) recent performance, when its stock has declined...
分析記事 • Dec 17Factors Income Investors Should Consider Before Adding Salcef Group S.p.A. (BIT:SCF) To Their PortfolioToday we'll take a closer look at Salcef Group S.p.A. ( BIT:SCF ) from a dividend investor's perspective. Owning a...
Reported Earnings • Nov 28Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.
分析記事 • Nov 26Analysts Are Betting On Salcef Group S.p.A. (BIT:SCF) With A Big Upgrade This WeekShareholders in Salcef Group S.p.A. (BIT:SCF) may be thrilled to learn that the analysts have just delivered a major...
Reported Earnings • Nov 21Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Oct 30New 90-day low: €11.25The company is down 5.0% from its price of €11.80 on 31 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.