View ValuationB&C Speakers 将来の成長Future 基準チェック /36B&C Speakers利益と収益がそれぞれ年間12.5%と3.3%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21.3% 12.4%なると予測されています。主要情報12.5%収益成長率12.39%EPS成長率Consumer Durables 収益成長12.7%収益成長率3.3%将来の株主資本利益率21.30%アナリストカバレッジLow最終更新日20 Mar 2026今後の成長に関する最新情報Price Target Changed • Mar 20Price target decreased by 11% to €17.00Down from €19.00, the current price target is provided by 1 analyst. New target price is 43% above last closing price of €11.85. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.11 for next year compared to €1.62 last year.Major Estimate Revision • Dec 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.50 to €1.32 per share. Revenue forecast steady at €101.2m. Net income forecast to shrink 17% next year vs 15% growth forecast for Consumer Durables industry in Italy . Consensus price target of €19.16 unchanged from last update. Share price rose 9.2% to €16.70 over the past week.Price Target Changed • Sep 19Price target decreased by 8.2% to €19.46Down from €21.20, the current price target is an average from 2 analysts. New target price is 29% above last closing price of €15.10. Stock is down 4.1% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €1.27 last year.Price Target Changed • Sep 19Price target increased by 16% to €21.18Up from €18.33, the current price target is provided by 1 analyst. New target price is 32% above last closing price of €16.00. Stock is up 39% over the past year. The company is forecast to post earnings per share of €1.32 for next year compared to €1.13 last year.Major Estimate Revision • Sep 20Consensus revenue estimates increase by 24%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €60.7m to €75.4m. EPS estimate increased from €0.67 to €0.97 per share. Net income forecast to grow 53% next year vs 8.1% growth forecast for Consumer Durables industry in Italy. Consensus price target up from €16.54 to €17.19. Share price rose 2.7% to €11.55 over the past week.Price Target Changed • Sep 19Price target increased to €17.19Up from €15.50, the current price target is provided by 1 analyst. New target price is 48% above last closing price of €11.60. Stock is up 4.5% over the past year. The company is forecast to post earnings per share of €0.67 for next year compared to €0.46 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €11.50. The fair value is estimated to be €14.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Apr 27Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 5.7%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (3.8%).Buy Or Sell Opportunity • Mar 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €11.75. The fair value is estimated to be €14.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.Declared Dividend • Mar 22Dividend reduced to €0.70Dividend of €0.70 is 30% lower than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.5% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Price Target Changed • Mar 20Price target decreased by 11% to €17.00Down from €19.00, the current price target is provided by 1 analyst. New target price is 43% above last closing price of €11.85. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.11 for next year compared to €1.62 last year.お知らせ • Mar 20B&C Speakers S.p.A. announces Annual dividend, payable on May 06, 2026B&C Speakers S.p.A. announced Annual dividend of EUR 0.7000 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.New Risk • Sep 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 117% Dividend yield: 6.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 117% Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €24.8m (down 9.3% from 2Q 2024). Net income: €1.97m (down 77% from 2Q 2024). Profit margin: 7.9% (down from 31% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Sep 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €19.00. The fair value is estimated to be €15.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 9.2% in the next 2 years.New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Share price has been volatile over the past 3 months (5.8% average weekly change).分析記事 • Aug 28B&C Speakers S.p.A.'s (BIT:BEC) Shares Bounce 28% But Its Business Still Trails The MarketB&C Speakers S.p.A. ( BIT:BEC ) shareholders have had their patience rewarded with a 28% share price jump in the last...分析記事 • Aug 28If EPS Growth Is Important To You, B&C Speakers (BIT:BEC) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Buy Or Sell Opportunity • Aug 27Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €21.00. The fair value is estimated to be €15.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 9.2% in the next 2 years.New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to €14.60. The fair value is estimated to be €18.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.Upcoming Dividend • Apr 28Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Trailing yield: 4.7%. Lower than top quartile of Italian dividend payers (5.7%). In line with average of industry peers (4.7%).Buy Or Sell Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €14.10. The fair value is estimated to be €18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.分析記事 • Mar 23B&C Speakers' (BIT:BEC) Dividend Will Be Increased To €1.00The board of B&C Speakers S.p.A. ( BIT:BEC ) has announced that it will be increasing its dividend by 43% on the 7th of...Declared Dividend • Mar 23Dividend increased to €1.00Dividend of €1.00 is 43% higher than last year. Ex-date: 5th May 2025 Payment date: 7th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 21B&C Speakers S.p.A. announces Annual dividend, payable on May 07, 2025B&C Speakers S.p.A. announced Annual dividend of EUR 1.0000 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.Major Estimate Revision • Dec 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.50 to €1.32 per share. Revenue forecast steady at €101.2m. Net income forecast to shrink 17% next year vs 15% growth forecast for Consumer Durables industry in Italy . Consensus price target of €19.16 unchanged from last update. Share price rose 9.2% to €16.70 over the past week.Buy Or Sell Opportunity • Nov 27Now 21% undervaluedOver the last 90 days, the stock has risen 4.1% to €15.30. The fair value is estimated to be €19.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.37 (vs €0.32 in 3Q 2023)Third quarter 2024 results: EPS: €0.37 (up from €0.32 in 3Q 2023). Revenue: €25.4m (up 12% from 3Q 2023). Net income: €4.06m (up 14% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.6% to €15.15. The fair value is estimated to be €19.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.Price Target Changed • Sep 19Price target decreased by 8.2% to €19.46Down from €21.20, the current price target is an average from 2 analysts. New target price is 29% above last closing price of €15.10. Stock is down 4.1% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €1.27 last year.Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: €0.77 (vs €0.38 in 2Q 2023)Second quarter 2024 results: EPS: €0.77 (up from €0.38 in 2Q 2023). Revenue: €27.4m (up 13% from 2Q 2023). Net income: €8.47m (up 109% from 2Q 2023). Profit margin: 31% (up from 17% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Jul 12Less 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. 4 non-independent directors. Independent Director Valerie Sun was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.30 (vs €0.37 in 1Q 2023)First quarter 2024 results: EPS: €0.30 (down from €0.37 in 1Q 2023). Revenue: €23.9m (down 1.5% from 1Q 2023). Net income: €3.26m (down 20% from 1Q 2023). Profit margin: 14% (down from 17% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 25B&C Speakers' (BIT:BEC) Shareholders Will Receive A Bigger Dividend Than Last YearB&C Speakers S.p.A. ( BIT:BEC ) will increase its dividend from last year's comparable payment on the 8th of May to...分析記事 • Mar 24B&C Speakers (BIT:BEC) Is Increasing Its Dividend To €0.70B&C Speakers S.p.A.'s ( BIT:BEC ) dividend will be increasing from last year's payment of the same period to €0.70 on...Declared Dividend • Mar 24Dividend increased to €0.70Dividend of €0.70 is 17% higher than last year. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 22Full year 2023 earnings released: EPS: €1.28 (vs €1.13 in FY 2022)Full year 2023 results: EPS: €1.28 (up from €1.13 in FY 2022). Revenue: €94.0m (up 14% from FY 2022). Net income: €14.0m (up 14% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: €0.32 (vs €0.44 in 3Q 2022)Third quarter 2023 results: EPS: €0.32. Revenue: €22.7m (up 9.6% from 3Q 2022). Net income: €3.56m (flat on 3Q 2022). Profit margin: 16% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Italy.Price Target Changed • Sep 19Price target increased by 16% to €21.18Up from €18.33, the current price target is provided by 1 analyst. New target price is 32% above last closing price of €16.00. Stock is up 39% over the past year. The company is forecast to post earnings per share of €1.32 for next year compared to €1.13 last year.Reported Earnings • Sep 14Second quarter 2023 earnings released: EPS: €0.38 (vs €0.20 in 2Q 2022)Second quarter 2023 results: EPS: €0.38 (up from €0.20 in 2Q 2022). Revenue: €24.3m (up 21% from 2Q 2022). Net income: €4.06m (up 83% from 2Q 2022). Profit margin: 17% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 10B&C Speakers S.p.A. acquired Eminence Speaker LLC from Eminence Holdings, LLC for $3.56 million.B&C Speakers S.p.A. acquired Eminence Speaker LLC from Eminence Holdings, LLC for $3.56 million on September 8, 2023. In the year 2022, Eminence Speaker LLC recorded revenue of $11.9 million and EBITDA of $0.48. KT&Partners served as Financial Advisor, Nelson Mullins Riley, Scarborough LLP and GWA served as legal advisor and Deloitte provided the due diligence provider to B&C SpeakersB&C Speakers S.p.A. completed the acquisition of Eminence Speaker LLC from Eminence Holdings, LLC on September 8, 2023分析記事 • Aug 15Estimating The Intrinsic Value Of B&C Speakers S.p.A. (BIT:BEC)Key Insights The projected fair value for B&C Speakers is €14.40 based on 2 Stage Free Cash Flow to Equity B&C...Reported Earnings • May 18First quarter 2023 earnings released: EPS: €0.37 (vs €0.20 in 1Q 2022)First quarter 2023 results: EPS: €0.37 (up from €0.20 in 1Q 2022). Revenue: €24.2m (up 41% from 1Q 2022). Net income: €4.05m (up 88% from 1Q 2022). Profit margin: 17% (up from 13% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 01Upcoming dividend of €0.60 per share at 4.1% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.0%).Reported Earnings • Mar 27Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.13 (up from €0.46 in FY 2021). Revenue: €82.1m (up 82% from FY 2021). Net income: €12.2m (up 146% from FY 2021). Profit margin: 15% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 24B&C Speakers' (BIT:BEC) Upcoming Dividend Will Be Larger Than Last Year'sB&C Speakers S.p.A. ( BIT:BEC ) will increase its dividend on the 10th of May to €0.60, which is 88% higher than last...Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €20.7m (up 70% from 3Q 2021). Net income: €3.53m (up 130% from 3Q 2021). Profit margin: 17% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Italy.Buying Opportunity • Oct 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €14.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.分析記事 • Sep 21New Forecasts: Here's What Analysts Think The Future Holds For B&C Speakers S.p.A. (BIT:BEC)B&C Speakers S.p.A. ( BIT:BEC ) shareholders will have a reason to smile today, with the covering analyst making...Major Estimate Revision • Sep 20Consensus revenue estimates increase by 24%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €60.7m to €75.4m. EPS estimate increased from €0.67 to €0.97 per share. Net income forecast to grow 53% next year vs 8.1% growth forecast for Consumer Durables industry in Italy. Consensus price target up from €16.54 to €17.19. Share price rose 2.7% to €11.55 over the past week.Price Target Changed • Sep 19Price target increased to €17.19Up from €15.50, the current price target is provided by 1 analyst. New target price is 48% above last closing price of €11.60. Stock is up 4.5% over the past year. The company is forecast to post earnings per share of €0.67 for next year compared to €0.46 last year.Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS: €0.20 (vs €0.13 in 2Q 2021)Second quarter 2022 results: EPS: €0.20 (up from €0.13 in 2Q 2021). Revenue: €20.2m (up 77% from 2Q 2021). Net income: €2.22m (up 51% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.20 (vs €0.05 in 1Q 2021)First quarter 2022 results: EPS: €0.20 (up from €0.05 in 1Q 2021). Revenue: €17.2m (up 110% from 1Q 2021). Net income: €2.16m (up 312% from 1Q 2021). Profit margin: 13% (up from 6.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • May 02Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (2.7%).分析記事 • Apr 28B&C Speakers (BIT:BEC) Is Increasing Its Dividend To €0.32B&C Speakers S.p.A. ( BIT:BEC ) has announced that it will be increasing its dividend on the 11th of May to €0.32. The...分析記事 • Mar 25B&C Speakers (BIT:BEC) Has Announced That It Will Be Increasing Its Dividend To €0.32The board of B&C Speakers S.p.A. ( BIT:BEC ) has announced that it will be increasing its dividend by 23% on the 4th of...分析記事 • Oct 19Capital Allocation Trends At B&C Speakers (BIT:BEC) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Sep 15Second quarter 2021 earnings released: EPS €0.13 (vs €0.046 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €11.4m (up 121% from 2Q 2020). Net income: €1.47m (up 155% from 2Q 2020). Profit margin: 13% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Jun 24Returns On Capital At B&C Speakers (BIT:BEC) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Apr 26Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (4.0%). Higher than average of industry peers (1.6%).分析記事 • Mar 29Is B&C Speakers S.p.A. (BIT:BEC) A Good Dividend Stock?Could B&C Speakers S.p.A. ( BIT:BEC ) be an attractive dividend share to own for the long haul? Investors are often...Reported Earnings • Mar 24Full year 2020 earnings released: EPS €0.18 (vs €0.78 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €32.0m (down 43% from FY 2019). Net income: €1.92m (down 78% from FY 2019). Profit margin: 6.0% (down from 15% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.分析記事 • Mar 10Is B&C Speakers (BIT:BEC) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.10, the stock is trading at a trailing P/E ratio of 39.7x, up from the previous P/E ratio of 34x. This compares to an average P/E of 14x in the Consumer Durables industry in Italy. Total returns to shareholders over the past three years are 19%.Is New 90 Day High Low • Feb 23New 90-day high: €10.70The company is up 13% from its price of €9.48 on 25 November 2020. The Italian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 19% over the same period.分析記事 • Feb 21B&C Speakers (BIT:BEC) Has Compensated Shareholders With A Respectable 83% Return On Their InvestmentWhen we invest, we're generally looking for stocks that outperform the market average. Buying under-rated businesses is...分析記事 • Jan 31Will B&C Speakers (BIT:BEC) Multiply In Value Going Forward?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Jan 13B&C Speakers S.p.A.'s (BIT:BEC) Stock Is Going Strong: Is the Market Following Fundamentals?B&C Speakers (BIT:BEC) has had a great run on the share market with its stock up by a significant 17% over the last...分析記事 • Dec 26At €10.45, Is B&C Speakers S.p.A. (BIT:BEC) Worth Looking At Closely?B&C Speakers S.p.A. ( BIT:BEC ), is not the largest company out there, but it saw a significant share price rise of...Is New 90 Day High Low • Dec 09New 90-day high: €10.50The company is up 10.0% from its price of €9.56 on 10 September 2020. The Italian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.分析記事 • Dec 07We Think B&C Speakers (BIT:BEC) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 20Shareholders Of B&C Speakers (BIT:BEC) Must Be Happy With Their 56% ReturnWhen we invest, we're generally looking for stocks that outperform the market average. And while active stock picking...Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS €0.064The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €7.90m (down 46% from 3Q 2019). Net income: €749.0k (down 71% from 3Q 2019). Profit margin: 9.5% (down from 18% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.Is New 90 Day High Low • Nov 11New 90-day high: €9.68The company is up 5.0% from its price of €9.18 on 12 August 2020. The Italian market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to €9.38, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 16.4x. This compares to an average P/E of 16x in the Consumer Durables industry in Italy. Total return to shareholders over the past three years is a loss of 16%.Is New 90 Day High Low • Oct 13New 90-day low: €8.82The company is down 22% from its price of €11.25 on 15 July 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period.業績と収益の成長予測BIT:BEC - 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12/31/2028109151315112/31/2027102131214112/31/202697111113112/31/202599101313N/A9/30/20259911N/AN/AN/A6/30/202510012912N/A3/31/202510218N/AN/AN/A12/31/2024100181013N/A9/30/20249918N/AN/AN/A6/30/202497181517N/A3/31/20249413N/AN/AN/A12/31/202394141718N/A9/30/20239516N/AN/AN/A6/30/202393161314N/A3/31/20238914N/AN/AN/A12/31/2022821212N/A9/30/2022729N/AN/AN/A6/30/2022637-6-5N/A3/31/2022547N/AN/AN/A12/31/202145512N/A9/30/2021394N/AN/AN/A6/30/202135378N/A3/31/2021282N/AN/AN/A12/31/202032277N/A9/30/2020383N/AN/AN/A6/30/20204551011N/A3/31/2020547N/AN/AN/A12/31/20195691012N/A9/30/20195611N/AN/AN/A6/30/20195510N/A7N/A3/31/20195610N/AN/AN/A12/31/2018559N/A8N/A9/30/2018527N/AN/AN/A6/30/2018487N/A7N/A3/31/2018446N/AN/AN/A12/31/2017406N/A4N/A9/30/2017406N/AN/AN/A6/30/2017407N/A7N/A3/31/2017396N/AN/AN/A12/31/2016386N/A8N/A9/30/2016386N/AN/AN/A6/30/2016375N/A5N/A3/31/2016375N/AN/AN/A12/31/2015375N/A4N/A9/30/2015365N/AN/AN/A6/30/2015355N/A3N/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: BECの予測収益成長率 (年間12.5% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: BECの収益 ( 12.5% ) はItalian市場 ( 10.6% ) 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: BECの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BECの収益 ( 3.3% ) Italian市場 ( 5.6% ) よりも低い成長が予測されています。高い収益成長: BECの収益 ( 3.3% ) 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: BECの 自己資本利益率 は、3年後には高くなると予測されています ( 21.3 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/08 02:52終値2026/05/08 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B&C Speakers S.p.A. 1 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。1 アナリスト機関Andrea ZampaloniAlantra Capital Markets Research
Price Target Changed • Mar 20Price target decreased by 11% to €17.00Down from €19.00, the current price target is provided by 1 analyst. New target price is 43% above last closing price of €11.85. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.11 for next year compared to €1.62 last year.
Major Estimate Revision • Dec 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.50 to €1.32 per share. Revenue forecast steady at €101.2m. Net income forecast to shrink 17% next year vs 15% growth forecast for Consumer Durables industry in Italy . Consensus price target of €19.16 unchanged from last update. Share price rose 9.2% to €16.70 over the past week.
Price Target Changed • Sep 19Price target decreased by 8.2% to €19.46Down from €21.20, the current price target is an average from 2 analysts. New target price is 29% above last closing price of €15.10. Stock is down 4.1% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €1.27 last year.
Price Target Changed • Sep 19Price target increased by 16% to €21.18Up from €18.33, the current price target is provided by 1 analyst. New target price is 32% above last closing price of €16.00. Stock is up 39% over the past year. The company is forecast to post earnings per share of €1.32 for next year compared to €1.13 last year.
Major Estimate Revision • Sep 20Consensus revenue estimates increase by 24%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €60.7m to €75.4m. EPS estimate increased from €0.67 to €0.97 per share. Net income forecast to grow 53% next year vs 8.1% growth forecast for Consumer Durables industry in Italy. Consensus price target up from €16.54 to €17.19. Share price rose 2.7% to €11.55 over the past week.
Price Target Changed • Sep 19Price target increased to €17.19Up from €15.50, the current price target is provided by 1 analyst. New target price is 48% above last closing price of €11.60. Stock is up 4.5% over the past year. The company is forecast to post earnings per share of €0.67 for next year compared to €0.46 last year.
Buy Or Sell Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €11.50. The fair value is estimated to be €14.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Apr 27Upcoming dividend of €0.70 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 5.7%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (3.8%).
Buy Or Sell Opportunity • Mar 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €11.75. The fair value is estimated to be €14.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
Declared Dividend • Mar 22Dividend reduced to €0.70Dividend of €0.70 is 30% lower than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 5.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.5% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Price Target Changed • Mar 20Price target decreased by 11% to €17.00Down from €19.00, the current price target is provided by 1 analyst. New target price is 43% above last closing price of €11.85. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.11 for next year compared to €1.62 last year.
お知らせ • Mar 20B&C Speakers S.p.A. announces Annual dividend, payable on May 06, 2026B&C Speakers S.p.A. announced Annual dividend of EUR 0.7000 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.
New Risk • Sep 21New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 117% Dividend yield: 6.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 117% Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Profit margins are more than 30% lower than last year (12% net profit margin).
Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €24.8m (down 9.3% from 2Q 2024). Net income: €1.97m (down 77% from 2Q 2024). Profit margin: 7.9% (down from 31% in 2Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Sep 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €19.00. The fair value is estimated to be €15.56, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 9.2% in the next 2 years.
New Risk • Aug 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Share price has been volatile over the past 3 months (5.8% average weekly change).
分析記事 • Aug 28B&C Speakers S.p.A.'s (BIT:BEC) Shares Bounce 28% But Its Business Still Trails The MarketB&C Speakers S.p.A. ( BIT:BEC ) shareholders have had their patience rewarded with a 28% share price jump in the last...
分析記事 • Aug 28If EPS Growth Is Important To You, B&C Speakers (BIT:BEC) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Buy Or Sell Opportunity • Aug 27Now 33% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to €21.00. The fair value is estimated to be €15.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to decline by 9.2% in the next 2 years.
New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • May 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to €14.60. The fair value is estimated to be €18.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
Upcoming Dividend • Apr 28Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Trailing yield: 4.7%. Lower than top quartile of Italian dividend payers (5.7%). In line with average of industry peers (4.7%).
Buy Or Sell Opportunity • Apr 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €14.10. The fair value is estimated to be €18.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period.
分析記事 • Mar 23B&C Speakers' (BIT:BEC) Dividend Will Be Increased To €1.00The board of B&C Speakers S.p.A. ( BIT:BEC ) has announced that it will be increasing its dividend by 43% on the 7th of...
Declared Dividend • Mar 23Dividend increased to €1.00Dividend of €1.00 is 43% higher than last year. Ex-date: 5th May 2025 Payment date: 7th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 8.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 21B&C Speakers S.p.A. announces Annual dividend, payable on May 07, 2025B&C Speakers S.p.A. announced Annual dividend of EUR 1.0000 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.
Major Estimate Revision • Dec 04Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.50 to €1.32 per share. Revenue forecast steady at €101.2m. Net income forecast to shrink 17% next year vs 15% growth forecast for Consumer Durables industry in Italy . Consensus price target of €19.16 unchanged from last update. Share price rose 9.2% to €16.70 over the past week.
Buy Or Sell Opportunity • Nov 27Now 21% undervaluedOver the last 90 days, the stock has risen 4.1% to €15.30. The fair value is estimated to be €19.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.37 (vs €0.32 in 3Q 2023)Third quarter 2024 results: EPS: €0.37 (up from €0.32 in 3Q 2023). Revenue: €25.4m (up 12% from 3Q 2023). Net income: €4.06m (up 14% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.6% to €15.15. The fair value is estimated to be €19.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.
Price Target Changed • Sep 19Price target decreased by 8.2% to €19.46Down from €21.20, the current price target is an average from 2 analysts. New target price is 29% above last closing price of €15.10. Stock is down 4.1% over the past year. The company is forecast to post earnings per share of €1.52 for next year compared to €1.27 last year.
Reported Earnings • Sep 11Second quarter 2024 earnings released: EPS: €0.77 (vs €0.38 in 2Q 2023)Second quarter 2024 results: EPS: €0.77 (up from €0.38 in 2Q 2023). Revenue: €27.4m (up 13% from 2Q 2023). Net income: €8.47m (up 109% from 2Q 2023). Profit margin: 31% (up from 17% in 2Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 12Less 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. 4 non-independent directors. Independent Director Valerie Sun was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: €0.30 (vs €0.37 in 1Q 2023)First quarter 2024 results: EPS: €0.30 (down from €0.37 in 1Q 2023). Revenue: €23.9m (down 1.5% from 1Q 2023). Net income: €3.26m (down 20% from 1Q 2023). Profit margin: 14% (down from 17% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 25B&C Speakers' (BIT:BEC) Shareholders Will Receive A Bigger Dividend Than Last YearB&C Speakers S.p.A. ( BIT:BEC ) will increase its dividend from last year's comparable payment on the 8th of May to...
分析記事 • Mar 24B&C Speakers (BIT:BEC) Is Increasing Its Dividend To €0.70B&C Speakers S.p.A.'s ( BIT:BEC ) dividend will be increasing from last year's payment of the same period to €0.70 on...
Declared Dividend • Mar 24Dividend increased to €0.70Dividend of €0.70 is 17% higher than last year. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: €1.28 (vs €1.13 in FY 2022)Full year 2023 results: EPS: €1.28 (up from €1.13 in FY 2022). Revenue: €94.0m (up 14% from FY 2022). Net income: €14.0m (up 14% from FY 2022). Profit margin: 15% (in line with FY 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: €0.32 (vs €0.44 in 3Q 2022)Third quarter 2023 results: EPS: €0.32. Revenue: €22.7m (up 9.6% from 3Q 2022). Net income: €3.56m (flat on 3Q 2022). Profit margin: 16% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Italy.
Price Target Changed • Sep 19Price target increased by 16% to €21.18Up from €18.33, the current price target is provided by 1 analyst. New target price is 32% above last closing price of €16.00. Stock is up 39% over the past year. The company is forecast to post earnings per share of €1.32 for next year compared to €1.13 last year.
Reported Earnings • Sep 14Second quarter 2023 earnings released: EPS: €0.38 (vs €0.20 in 2Q 2022)Second quarter 2023 results: EPS: €0.38 (up from €0.20 in 2Q 2022). Revenue: €24.3m (up 21% from 2Q 2022). Net income: €4.06m (up 83% from 2Q 2022). Profit margin: 17% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 10B&C Speakers S.p.A. acquired Eminence Speaker LLC from Eminence Holdings, LLC for $3.56 million.B&C Speakers S.p.A. acquired Eminence Speaker LLC from Eminence Holdings, LLC for $3.56 million on September 8, 2023. In the year 2022, Eminence Speaker LLC recorded revenue of $11.9 million and EBITDA of $0.48. KT&Partners served as Financial Advisor, Nelson Mullins Riley, Scarborough LLP and GWA served as legal advisor and Deloitte provided the due diligence provider to B&C SpeakersB&C Speakers S.p.A. completed the acquisition of Eminence Speaker LLC from Eminence Holdings, LLC on September 8, 2023
分析記事 • Aug 15Estimating The Intrinsic Value Of B&C Speakers S.p.A. (BIT:BEC)Key Insights The projected fair value for B&C Speakers is €14.40 based on 2 Stage Free Cash Flow to Equity B&C...
Reported Earnings • May 18First quarter 2023 earnings released: EPS: €0.37 (vs €0.20 in 1Q 2022)First quarter 2023 results: EPS: €0.37 (up from €0.20 in 1Q 2022). Revenue: €24.2m (up 41% from 1Q 2022). Net income: €4.05m (up 88% from 1Q 2022). Profit margin: 17% (up from 13% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 01Upcoming dividend of €0.60 per share at 4.1% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.0%).
Reported Earnings • Mar 27Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.13 (up from €0.46 in FY 2021). Revenue: €82.1m (up 82% from FY 2021). Net income: €12.2m (up 146% from FY 2021). Profit margin: 15% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 24B&C Speakers' (BIT:BEC) Upcoming Dividend Will Be Larger Than Last Year'sB&C Speakers S.p.A. ( BIT:BEC ) will increase its dividend on the 10th of May to €0.60, which is 88% higher than last...
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €20.7m (up 70% from 3Q 2021). Net income: €3.53m (up 130% from 3Q 2021). Profit margin: 17% (up from 13% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Italy.
Buying Opportunity • Oct 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €14.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
分析記事 • Sep 21New Forecasts: Here's What Analysts Think The Future Holds For B&C Speakers S.p.A. (BIT:BEC)B&C Speakers S.p.A. ( BIT:BEC ) shareholders will have a reason to smile today, with the covering analyst making...
Major Estimate Revision • Sep 20Consensus revenue estimates increase by 24%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from €60.7m to €75.4m. EPS estimate increased from €0.67 to €0.97 per share. Net income forecast to grow 53% next year vs 8.1% growth forecast for Consumer Durables industry in Italy. Consensus price target up from €16.54 to €17.19. Share price rose 2.7% to €11.55 over the past week.
Price Target Changed • Sep 19Price target increased to €17.19Up from €15.50, the current price target is provided by 1 analyst. New target price is 48% above last closing price of €11.60. Stock is up 4.5% over the past year. The company is forecast to post earnings per share of €0.67 for next year compared to €0.46 last year.
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS: €0.20 (vs €0.13 in 2Q 2021)Second quarter 2022 results: EPS: €0.20 (up from €0.13 in 2Q 2021). Revenue: €20.2m (up 77% from 2Q 2021). Net income: €2.22m (up 51% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Durables industry in Italy. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: €0.20 (vs €0.05 in 1Q 2021)First quarter 2022 results: EPS: €0.20 (up from €0.05 in 1Q 2021). Revenue: €17.2m (up 110% from 1Q 2021). Net income: €2.16m (up 312% from 1Q 2021). Profit margin: 13% (up from 6.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 02Upcoming dividend of €0.32 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (2.7%).
分析記事 • Apr 28B&C Speakers (BIT:BEC) Is Increasing Its Dividend To €0.32B&C Speakers S.p.A. ( BIT:BEC ) has announced that it will be increasing its dividend on the 11th of May to €0.32. The...
分析記事 • Mar 25B&C Speakers (BIT:BEC) Has Announced That It Will Be Increasing Its Dividend To €0.32The board of B&C Speakers S.p.A. ( BIT:BEC ) has announced that it will be increasing its dividend by 23% on the 4th of...
分析記事 • Oct 19Capital Allocation Trends At B&C Speakers (BIT:BEC) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Sep 15Second quarter 2021 earnings released: EPS €0.13 (vs €0.046 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €11.4m (up 121% from 2Q 2020). Net income: €1.47m (up 155% from 2Q 2020). Profit margin: 13% (up from 11% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Jun 24Returns On Capital At B&C Speakers (BIT:BEC) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Apr 26Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (4.0%). Higher than average of industry peers (1.6%).
分析記事 • Mar 29Is B&C Speakers S.p.A. (BIT:BEC) A Good Dividend Stock?Could B&C Speakers S.p.A. ( BIT:BEC ) be an attractive dividend share to own for the long haul? Investors are often...
Reported Earnings • Mar 24Full year 2020 earnings released: EPS €0.18 (vs €0.78 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €32.0m (down 43% from FY 2019). Net income: €1.92m (down 78% from FY 2019). Profit margin: 6.0% (down from 15% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 10Is B&C Speakers (BIT:BEC) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.10, the stock is trading at a trailing P/E ratio of 39.7x, up from the previous P/E ratio of 34x. This compares to an average P/E of 14x in the Consumer Durables industry in Italy. Total returns to shareholders over the past three years are 19%.
Is New 90 Day High Low • Feb 23New 90-day high: €10.70The company is up 13% from its price of €9.48 on 25 November 2020. The Italian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 19% over the same period.
分析記事 • Feb 21B&C Speakers (BIT:BEC) Has Compensated Shareholders With A Respectable 83% Return On Their InvestmentWhen we invest, we're generally looking for stocks that outperform the market average. Buying under-rated businesses is...
分析記事 • Jan 31Will B&C Speakers (BIT:BEC) Multiply In Value Going Forward?If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Jan 13B&C Speakers S.p.A.'s (BIT:BEC) Stock Is Going Strong: Is the Market Following Fundamentals?B&C Speakers (BIT:BEC) has had a great run on the share market with its stock up by a significant 17% over the last...
分析記事 • Dec 26At €10.45, Is B&C Speakers S.p.A. (BIT:BEC) Worth Looking At Closely?B&C Speakers S.p.A. ( BIT:BEC ), is not the largest company out there, but it saw a significant share price rise of...
Is New 90 Day High Low • Dec 09New 90-day high: €10.50The company is up 10.0% from its price of €9.56 on 10 September 2020. The Italian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.
分析記事 • Dec 07We Think B&C Speakers (BIT:BEC) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 20Shareholders Of B&C Speakers (BIT:BEC) Must Be Happy With Their 56% ReturnWhen we invest, we're generally looking for stocks that outperform the market average. And while active stock picking...
Reported Earnings • Nov 17Third quarter 2020 earnings released: EPS €0.064The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €7.90m (down 46% from 3Q 2019). Net income: €749.0k (down 71% from 3Q 2019). Profit margin: 9.5% (down from 18% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
Is New 90 Day High Low • Nov 11New 90-day high: €9.68The company is up 5.0% from its price of €9.18 on 12 August 2020. The Italian market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 2.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 20% share price gain to €9.38, the stock is trading at a trailing P/E ratio of 19.6x, up from the previous P/E ratio of 16.4x. This compares to an average P/E of 16x in the Consumer Durables industry in Italy. Total return to shareholders over the past three years is a loss of 16%.
Is New 90 Day High Low • Oct 13New 90-day low: €8.82The company is down 22% from its price of €11.25 on 15 July 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 20% over the same period.