View ValuationOVS 将来の成長Future 基準チェック /36OVS利益と収益がそれぞれ年間22.2%と3.9%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9.2% 8.9%なると予測されています。主要情報22.2%収益成長率8.94%EPS成長率Luxury 収益成長13.1%収益成長率3.9%将来の株主資本利益率9.20%アナリストカバレッジLow最終更新日05 May 2026今後の成長に関する最新情報Price Target Changed • Apr 21Price target increased by 10% to €5.84Up from €5.30, the current price target is an average from 5 analysts. New target price is 10% above last closing price of €5.31. Stock is up 76% over the past year.分析記事 • Apr 19OVS S.p.A. (BIT:OVS) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for OVS S.p.A. ( BIT:OVS ) shareholders, because the company has just released its latest yearly...Price Target Changed • Dec 23Price target increased by 8.2% to €5.30Up from €4.90, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €4.78. Stock is up 41% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.Price Target Changed • Dec 19Price target increased by 10% to €5.08Up from €4.60, the current price target is an average from 4 analysts. New target price is 8.7% above last closing price of €4.67. Stock is up 36% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.Price Target Changed • Jul 16Price target increased by 8.5% to €4.60Up from €4.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of €3.71. Stock is up 42% over the past year.Price Target Changed • Jun 18Price target increased by 9.3% to €4.48Up from €4.10, the current price target is an average from 5 analysts. New target price is 26% above last closing price of €3.57. Stock is up 33% over the past year.すべての更新を表示Recent updatesお知らせ • Apr 21OVS S.p.A., Annual General Meeting, May 29, 2026OVS S.p.A., Annual General Meeting, May 29, 2026, at 11:00 W. Europe Standard Time. Location: via terraglio n 17, venezia mestre ItalyPrice Target Changed • Apr 21Price target increased by 10% to €5.84Up from €5.30, the current price target is an average from 5 analysts. New target price is 10% above last closing price of €5.31. Stock is up 76% over the past year.Declared Dividend • Apr 20Dividend increased to €0.14Dividend of €0.14 is 27% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Apr 19OVS S.p.A. (BIT:OVS) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for OVS S.p.A. ( BIT:OVS ) shareholders, because the company has just released its latest yearly...Reported Earnings • Apr 19Full year 2026 earnings releasedFull year 2026 results: Revenue: €1.75b (up 2.4% from FY 2025). Net income: €49.2m (down 5.3% from FY 2025). Profit margin: 2.8% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Italy.New Risk • Apr 19New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Apr 18OVS S.p.A. announces Annual dividend, payable on June 24, 2026OVS S.p.A. announced Annual dividend of EUR 0.1400 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.ナラティブ更新 • Apr 13OVS: Steady Fair Value And Higher Future P E Will Support UpsideAnalysts have trimmed their price target on OVS slightly to €5.58, reflecting small adjustments to revenue growth and profit margin expectations, as well as a modestly higher future P/E assumption. Valuation Changes Fair value is kept steady at €5.58 per share, with no change in the modelled estimate.ナラティブ更新 • Mar 29OVS: Higher P/E Assumptions Will Support Upside PotentialAnalysts have nudged their price target for OVS slightly higher to €5.58. This reflects updated assumptions around revenue growth, profit margins and a modest adjustment to the future P/E multiple.ナラティブ更新 • Mar 14OVS: Stable Assumptions And 2026 Board Calendar Will Support UpsideAnalysts have maintained their €5.58 price target for OVS, reflecting consistent assumptions on fair value, discount rate, revenue growth, profit margins and future P/E multiples, with no new Street research prompting a revision. What's in the News OVS has scheduled a board meeting for April 16, 2026 to approve the draft financial statements and consolidated financial statements as at January 31, 2026, along with any other matters raised by the chair (company event filing).ナラティブ更新 • Feb 28OVS: Stable Fair Value And Slightly Stronger Outlook Will Support UpsideAnalysts have kept their €5.58 price target for OVS unchanged, pointing to only small adjustments in projected revenue growth, profit margin and future P/E assumptions behind their valuation work. What's in the News Board meeting scheduled for April 16, 2026 to approve the draft financial statements and consolidated financial statements as at January 31, 2026, along with other matters permitted by the chair (Key Developments).ナラティブ更新 • Feb 14OVS: Higher Profitability Expectations Will Support A Repriced Earnings MultipleAnalysts have raised their price target on OVS from €4.60 to €5.58, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the main factors behind the revision. What's in the News A board meeting is scheduled for April 16, 2026 to approve the draft financial statements and consolidated financial statements as at January 31, 2026, along with any other items raised by the chair (Key Developments).分析記事 • Jan 23Should You Think About Buying OVS S.p.A. (BIT:OVS) Now?While OVS S.p.A. ( BIT:OVS ) might not have the largest market cap around , it saw a decent share price growth of 17...お知らせ • Dec 25+ 3 more updatesOVS S.p.A. to Report Q3, 2027 Results on Dec 15, 2026OVS S.p.A. announced that they will report Q3, 2027 results on Dec 15, 2026Price Target Changed • Dec 23Price target increased by 8.2% to €5.30Up from €4.90, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €4.78. Stock is up 41% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.Price Target Changed • Dec 19Price target increased by 10% to €5.08Up from €4.60, the current price target is an average from 4 analysts. New target price is 8.7% above last closing price of €4.67. Stock is up 36% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.New Risk • Sep 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Aug 14Should You Investigate OVS S.p.A. (BIT:OVS) At €3.82?BIT:OVS 1 Year Share Price vs Fair Value Explore OVS's Fair Values from the Community and select yours OVS S.p.A...分析記事 • Jul 24We Think OVS' (BIT:OVS) Healthy Earnings Might Be ConservativeThe market seemed underwhelmed by last week's earnings announcement from OVS S.p.A. ( BIT:OVS ) despite the healthy...Reported Earnings • Jul 19Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.63b (up 1.1% from FY 2024). Net income: €52.1m (flat on FY 2024). Profit margin: 3.2% (in line with FY 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Italy.Price Target Changed • Jul 16Price target increased by 8.5% to €4.60Up from €4.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of €3.71. Stock is up 42% over the past year.分析記事 • Jul 12Returns At OVS (BIT:OVS) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...お知らせ • Jul 04OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L.OVS S.p.A. (BIT:OVS) entered into an agreement to acquire remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on June 17, 2025. Upon completion, OVS S.p.A. will own 100% stake in Goldenpoint S.p.a. Luca Saraceni of Osborne Clarke italy acted as legal advisor for Gilfin S.R.L. Studio Legale Cappelli RCCD acted as legal advisor for OVS S.p.A. OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on July 3, 2025. For accounting purposes, the acquisition is effective as of July 1, 2025.Price Target Changed • Jun 18Price target increased by 9.3% to €4.48Up from €4.10, the current price target is an average from 5 analysts. New target price is 26% above last closing price of €3.57. Stock is up 33% over the past year.分析記事 • Jun 17OVS (BIT:OVS) Will Pay A Larger Dividend Than Last Year At €0.11The board of OVS S.p.A. ( BIT:OVS ) has announced that it will be paying its dividend of €0.11 on the 25th of June, an...お知らせ • Jun 17OVS S.p.A. (BIT:OVS) commences an Equity Buyback Plan for 16,249,886 shares, representing 6.59% of its issued share capital, under the authorization approved on May 30, 2025.OVS S.p.A. (BIT:OVS) commences a share repurchases on June 9, 2025, under the program mandated by the shareholders in the Ordinary Shareholders' Meeting held on May 30, 2025. As per the mandate, the company is authorized to repurchase up to 16,249,886 shares, representing 6.59% of its share capital. The shares will be repurchased such that the total number of ordinary shares in the portfolio as a result of the purchases does not exceed 10% of the company's share capital from time to time. The purchase price cannot be either more or less than 10% of the reference price recorded by OVS shares on the day before the one in which the purchase operation will be carried out. The purpose of buyback program is to carry out, directly or through intermediaries, any investment transactions, also to contain anomalous movements in share prices, to stabilize trading and price performance, and to support the share’s liquidity on the market, for subsequent use, to service remuneration and incentive plans based on financial instruments reserved for the directors and employees. The authorization is valid till November 30, 2026. As of April 15, 2025, the company held 255,032,123 issued shares, including 8,412,114 treasury shares. On June 6, 2025, the company initiated a Market Repurchase. Under the program, the company will repurchase up to 6,000,000 shares for €20 million.Upcoming Dividend • Jun 16Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (2.1%).分析記事 • May 14Subdued Growth No Barrier To OVS S.p.A.'s (BIT:OVS) PriceThere wouldn't be many who think OVS S.p.A.'s ( BIT:OVS ) price-to-earnings (or "P/E") ratio of 14.3x is worth a...Declared Dividend • Apr 20Dividend of €0.11 announcedShareholders will receive a dividend of €0.11. Ex-date: 23rd June 2025 Payment date: 25th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 19OVS S.p.A. announces Annual dividend, payable on June 25, 2025OVS S.p.A. announced Annual dividend of EUR 0.1100 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.分析記事 • Apr 18OVS S.p.A. (BIT:OVS) Full-Year Results: Here's What Analysts Are Forecasting For This YearLast week saw the newest yearly earnings release from OVS S.p.A. ( BIT:OVS ), an important milestone in the company's...Reported Earnings • Apr 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.63b (up 1.1% from FY 2024). Net income: €52.1m (flat on FY 2024). Profit margin: 3.2% (in line with FY 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Luxury industry in Italy.分析記事 • Apr 07OVS (BIT:OVS) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...お知らせ • Mar 19+ 3 more updatesOVS S.p.A. to Report Q4, 2025 Results on Apr 15, 2025OVS S.p.A. announced that they will report Q4, 2025 results on Apr 15, 2025新しいナラティブ • Jan 16Expanding Women's Segment With Brands Like Piombo And Potential Conbipel Acquisitions Will Improve Market Position Expanding the women's segment and leveraging popular brands are key strategies to drive revenue growth and maintain robust profit margins. Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €3.58, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Italy. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.50 per share.Price Target Changed • Dec 13Price target increased by 8.5% to €3.84Up from €3.54, the current price target is an average from 5 analysts. New target price is 9.1% above last closing price of €3.52. Stock is up 56% over the past year. The company is forecast to post earnings per share of €0.26 for next year compared to €0.19 last year.Price Target Changed • Dec 12Price target increased by 12% to €3.72Up from €3.32, the current price target is an average from 5 analysts. New target price is 8.1% above last closing price of €3.44. Stock is up 60% over the past year. The company is forecast to post earnings per share of €0.26 for next year compared to €0.19 last year.分析記事 • Nov 22OVS (BIT:OVS) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Oct 01We Think OVS' (BIT:OVS) Solid Earnings Are UnderstatedThe market seemed underwhelmed by last week's earnings announcement from OVS S.p.A. ( BIT:OVS ) despite the healthy...Major Estimate Revision • Sep 26Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.269 to €0.224 per share. Revenue forecast steady at €1.61b. Net income forecast to grow 32% next year vs 30% growth forecast for Luxury industry in Italy. Consensus price target of €3.54 unchanged from last update. Share price rose 3.2% to €2.87 over the past week.Reported Earnings • Sep 25First half 2025 earnings releasedFirst half 2025 results: Revenue: €762.1m (down 1.1% from 1H 2024). Net income: €21.7m (down 2.5% from 1H 2024). Profit margin: 2.8% (down from 2.9% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Italy.New Risk • Sep 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Aug 07What Does OVS S.p.A.'s (BIT:OVS) Share Price Indicate?OVS S.p.A. ( BIT:OVS ), might not be a large cap stock, but it received a lot of attention from a substantial price...お知らせ • Jul 17OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa.OVS S.p.A. (BIT:OVS) signed a letter of intent to acquire an unknown minority stake in Goldenpoint Spa on February 6, 2024. OVS S.p.A. (BIT:OVS) entered into agreement to acquire an unknown minority stake in Goldenpoint Spa on April 2, 2024. Goldenpoint has a turnover of almost €100 million. The key terms of the letter of intent envisage a possible initial investment by OVS in Goldenpoint through the simultaneous acquisition of a minority stake and the subscription of a financial instrument that, in the medium term, could be converted at OVS’s discretion into a controlling stake. The remaining share capital may be subject to put&call options in favour of the parties, exercisable within time windows to be determined. The finalization of the agreement remains subject to the positive completion of the due diligence activities and the other typical conditions for this type of transaction. Roberto Cappelli, Raffaella Ceglia, Raffaela Tortora and Gabriele Montanaro of Studio Legale Cappelli RCCD acted as legal advisor to OVS S.p.A. on the transaction. Luca Saraceni, Cecilia Frangini and Alessandra Mioni acted as legal advisor to Goldenpoint Spa. OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa on July 16, 2024.Upcoming Dividend • Jun 17Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (1.8%).Reported Earnings • Apr 18Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.54b (down 3.5% from FY 2023). Net income: €52.4m (up 34% from FY 2023). Profit margin: 3.4% (up from 2.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Luxury industry in Italy.Upcoming Dividend • Feb 12Upcoming dividend of €0.03 per share at 2.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 21 February 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Italian dividend payers (5.6%). Higher than average of industry peers (1.7%).お知らせ • Feb 02+ 3 more updatesOVS S.p.A. to Report First Half, 2025 Results on Sep 19, 2024OVS S.p.A. announced that they will report first half, 2025 results on Sep 19, 2024お知らせ • Dec 25OVS S.p.A., Annual General Meeting, Jan 24, 2024OVS S.p.A., Annual General Meeting, Jan 24, 2024, at 14:30 Central European Standard Time.分析記事 • Dec 18Investors Still Aren't Entirely Convinced By OVS S.p.A.'s (BIT:OVS) Earnings Despite 27% Price JumpOVS S.p.A. ( BIT:OVS ) shareholders would be excited to see that the share price has had a great month, posting a 27...Price Target Changed • Dec 15Price target increased by 8.0% to €3.16Up from €2.93, the current price target is an average from 4 analysts. New target price is 40% above last closing price of €2.25. Stock is up 1.3% over the past year. The company is forecast to post earnings per share of €0.19 for next year compared to €0.14 last year.Major Estimate Revision • Dec 08Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.58b to €1.53b. EPS estimate also fell from €0.225 per share to €0.19 per share. Net income forecast to grow 58% next year vs 19% growth forecast for Luxury industry in Italy. Consensus price target broadly unchanged at €2.88. Share price was steady at €2.08 over the past week.Price Target Changed • Nov 21Price target decreased by 14% to €2.93Down from €3.40, the current price target is an average from 4 analysts. New target price is 61% above last closing price of €1.82. Stock is down 16% over the past year. The company is forecast to post earnings per share of €0.23 for next year compared to €0.14 last year.New Risk • Sep 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.3% net profit margin).Reported Earnings • Sep 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €734.9m (flat on 1H 2023). Net income: €33.7m (up 43% from 1H 2023). Profit margin: 4.6% (up from 3.2% in 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Luxury industry in Italy.Major Estimate Revision • Jun 16Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.30 to €0.26. Revenue forecast unchanged from €1.59b at last update. Net income forecast to grow 82% next year vs 1.5% growth forecast for Luxury industry in Italy. Consensus price target of €3.40 unchanged from last update. Share price fell 7.2% to €2.47 over the past week.Upcoming Dividend • Jun 12Upcoming dividend of €0.06 per share at 2.3% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.7%).分析記事 • Jun 08Is Now The Time To Look At Buying OVS S.p.A. (BIT:OVS)?While OVS S.p.A. ( BIT:OVS ) might not be the most widely known stock at the moment, it saw a decent share price growth...Price Target Changed • Apr 27Price target increased by 11% to €3.48Up from €3.13, the current price target is an average from 4 analysts. New target price is 28% above last closing price of €2.72. Stock is up 47% over the past year.Price Target Changed • Apr 23Price target increased by 7.2% to €3.35Up from €3.13, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €2.73. Stock is up 44% over the past year.Reported Earnings • Apr 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.51b (up 6.7% from FY 2022). Net income: €39.6m (down 18% from FY 2022). Profit margin: 2.6% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Luxury industry in Italy.分析記事 • Apr 20OVS (BIT:OVS) May Have Issues Allocating Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...お知らせ • Feb 06+ 2 more updatesOVS S.p.A. to Report Q4, 2023 Results on Apr 19, 2023OVS S.p.A. announced that they will report Q4, 2023 results on Apr 19, 2023Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Luxury industry in Italy. Total returns to shareholders of 58% over the past three years.分析記事 • Feb 02Why OVS S.p.A. (BIT:OVS) Could Be Worth WatchingOVS S.p.A. ( BIT:OVS ), might not be a large cap stock, but it received a lot of attention from a substantial price...Price Target Changed • Dec 20Price target increased to €2.68Up from €2.48, the current price target is an average from 4 analysts. New target price is 29% above last closing price of €2.08. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.21 for next year compared to €0.19 last year.分析記事 • Dec 03Investors Could Be Concerned With OVS' (BIT:OVS) 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...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. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 22First half 2023 earnings released: EPS: €0 (vs €0.074 in 1H 2022)First half 2023 results: EPS: €0. Revenue: €705.8m (up 14% from 1H 2022). Net income: €31.9m (up 88% from 1H 2022). Profit margin: 4.5% (up from 2.7% in 1H 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 8.5% growth forecast for the Luxury industry in Italy.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.88, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Luxury industry in Italy. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.61 per share.分析記事 • Aug 05Calculating The Fair Value Of OVS S.p.A. (BIT:OVS)Does the August share price for OVS S.p.A. ( BIT:OVS ) reflect what it's really worth? Today, we will estimate the...分析記事 • Jun 19Does OVS (BIT:OVS) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Price Target Changed • Jun 17Price target decreased to €2.50Down from €2.70, the current price target is an average from 4 analysts. New target price is 52% above last closing price of €1.64. Stock is down 15% over the past year. The company is forecast to post earnings per share of €0.19 for next year compared to €0.19 last year.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €1.64, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 21x in the Luxury industry in Italy. Total returns to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.44 per share.Upcoming Dividend • Jun 13Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 22 June 2022. Trailing yield: 2.2%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.6%).Price Target Changed • May 24Price target decreased to €2.65Down from €2.88, the current price target is provided by 1 analyst. New target price is 54% above last closing price of €1.72. Stock is up 0.9% over the past year. The company posted earnings per share of €0.19 last year.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. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 23Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: €1.36b (up 29% from FY 2021). Net income: €48.6m (up 39% from FY 2021). Profit margin: 3.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 8.3%, compared to a 15% growth forecast for the industry in Italy.Price Target Changed • Apr 07Price target decreased to €2.88Down from €3.13, the current price target is an average from 4 analysts. New target price is 55% above last closing price of €1.86. Stock is up 40% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.15 last year.分析記事 • Apr 07A Look At The Fair Value Of OVS S.p.A. (BIT:OVS)In this article we are going to estimate the intrinsic value of OVS S.p.A. ( BIT:OVS ) by projecting its future cash...Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €1.86, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Luxury industry in Italy. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.63 per share.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Luxury industry in Italy. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.57 per share.Price Target Changed • Nov 18Price target increased to €2.53Up from €2.28, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of €2.79. Stock is up 178% over the past year. The company is forecast to post earnings per share of €0.096 for next year compared to €0.15 last year.Reported Earnings • Sep 24First half 2022 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: €599.2m (up 55% from 1H 2021). Net income: €17.0m (up €92.9m from 1H 2021). Profit margin: 2.8% (up from net loss in 1H 2021).業績と収益の成長予測BIT:OVS - 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1/31/20291,960108106N/A31/31/20281,9129710318951/31/20271,851939217541/31/20261,74649146226N/A10/31/20251,74148170252N/A7/31/20251,73747193278N/A4/30/20251,72149199284N/A1/31/20251,70652205291N/A10/31/20241,67252200294N/A7/31/20241,63952196298N/A4/30/20241,62752207306N/A1/31/20241,61552219314N/A10/31/20231,62045191281N/A7/31/20231,62538163248N/A4/30/20231,60839172256N/A1/31/20231,59039182263N/A10/31/20221,56147218299N/A7/31/20221,53155254335N/A4/30/20221,47452278360N/A1/31/20221,41749302385N/A10/31/20211,35388233306N/A7/31/20211,289128164226N/A4/30/20211,1738185136N/A1/31/20211,05635545N/A10/31/20201,098-935392N/A7/31/20201,140-222100138N/A4/30/20201,282-181139181N/A1/31/20201,425-140178224N/A10/31/20191,431-57N/A168N/A7/31/20191,43626N/A113N/A4/30/20191,47126N/A54N/A1/31/20191,50626N/A-6N/A10/31/20181,55426N/A8N/A7/31/20181,60326N/A22N/A4/30/20181,59116N/A49N/A1/31/20181,5805N/A76N/A10/31/20171,52525N/A72N/A7/31/20171,47144N/A68N/A4/30/20171,44261N/A72N/A1/31/20171,41278N/A75N/A10/31/20161,40283N/A96N/A7/31/20161,39187N/A116N/A4/30/20161,37687N/A121N/A1/31/20161,36187N/A125N/A10/31/201577068N/A159N/A7/31/201572029N/A121N/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: OVSの予測収益成長率 (年間22.2% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: OVSの収益 ( 22.2% ) はItalian市場 ( 10.3% ) 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: OVSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: OVSの収益 ( 3.9% ) Italian市場 ( 5.9% ) よりも低い成長が予測されています。高い収益成長: OVSの収益 ( 3.9% ) 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: OVSの 自己資本利益率 は、3年後には低くなると予測されています ( 9.2 %)。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 03:10終値2026/05/08 00:00収益2026/01/31年間収益2026/01/31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OVS S.p.A. 5 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。10 アナリスト機関Carmen NovelBanca Akros S.p.A. (ESN)Giuseppe MarsellaBNP ParibasPaul Henri SteegersBofA Global Research7 その他のアナリストを表示
Price Target Changed • Apr 21Price target increased by 10% to €5.84Up from €5.30, the current price target is an average from 5 analysts. New target price is 10% above last closing price of €5.31. Stock is up 76% over the past year.
分析記事 • Apr 19OVS S.p.A. (BIT:OVS) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for OVS S.p.A. ( BIT:OVS ) shareholders, because the company has just released its latest yearly...
Price Target Changed • Dec 23Price target increased by 8.2% to €5.30Up from €4.90, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €4.78. Stock is up 41% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.
Price Target Changed • Dec 19Price target increased by 10% to €5.08Up from €4.60, the current price target is an average from 4 analysts. New target price is 8.7% above last closing price of €4.67. Stock is up 36% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.
Price Target Changed • Jul 16Price target increased by 8.5% to €4.60Up from €4.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of €3.71. Stock is up 42% over the past year.
Price Target Changed • Jun 18Price target increased by 9.3% to €4.48Up from €4.10, the current price target is an average from 5 analysts. New target price is 26% above last closing price of €3.57. Stock is up 33% over the past year.
お知らせ • Apr 21OVS S.p.A., Annual General Meeting, May 29, 2026OVS S.p.A., Annual General Meeting, May 29, 2026, at 11:00 W. Europe Standard Time. Location: via terraglio n 17, venezia mestre Italy
Price Target Changed • Apr 21Price target increased by 10% to €5.84Up from €5.30, the current price target is an average from 5 analysts. New target price is 10% above last closing price of €5.31. Stock is up 76% over the past year.
Declared Dividend • Apr 20Dividend increased to €0.14Dividend of €0.14 is 27% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 19OVS S.p.A. (BIT:OVS) Analysts Are Pretty Bullish On The Stock After Recent ResultsIt's been a good week for OVS S.p.A. ( BIT:OVS ) shareholders, because the company has just released its latest yearly...
Reported Earnings • Apr 19Full year 2026 earnings releasedFull year 2026 results: Revenue: €1.75b (up 2.4% from FY 2025). Net income: €49.2m (down 5.3% from FY 2025). Profit margin: 2.8% (down from 3.0% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Luxury industry in Italy.
New Risk • Apr 19New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Apr 18OVS S.p.A. announces Annual dividend, payable on June 24, 2026OVS S.p.A. announced Annual dividend of EUR 0.1400 per share payable on June 24, 2026, ex-date on June 22, 2026 and record date on June 23, 2026.
ナラティブ更新 • Apr 13OVS: Steady Fair Value And Higher Future P E Will Support UpsideAnalysts have trimmed their price target on OVS slightly to €5.58, reflecting small adjustments to revenue growth and profit margin expectations, as well as a modestly higher future P/E assumption. Valuation Changes Fair value is kept steady at €5.58 per share, with no change in the modelled estimate.
ナラティブ更新 • Mar 29OVS: Higher P/E Assumptions Will Support Upside PotentialAnalysts have nudged their price target for OVS slightly higher to €5.58. This reflects updated assumptions around revenue growth, profit margins and a modest adjustment to the future P/E multiple.
ナラティブ更新 • Mar 14OVS: Stable Assumptions And 2026 Board Calendar Will Support UpsideAnalysts have maintained their €5.58 price target for OVS, reflecting consistent assumptions on fair value, discount rate, revenue growth, profit margins and future P/E multiples, with no new Street research prompting a revision. What's in the News OVS has scheduled a board meeting for April 16, 2026 to approve the draft financial statements and consolidated financial statements as at January 31, 2026, along with any other matters raised by the chair (company event filing).
ナラティブ更新 • Feb 28OVS: Stable Fair Value And Slightly Stronger Outlook Will Support UpsideAnalysts have kept their €5.58 price target for OVS unchanged, pointing to only small adjustments in projected revenue growth, profit margin and future P/E assumptions behind their valuation work. What's in the News Board meeting scheduled for April 16, 2026 to approve the draft financial statements and consolidated financial statements as at January 31, 2026, along with other matters permitted by the chair (Key Developments).
ナラティブ更新 • Feb 14OVS: Higher Profitability Expectations Will Support A Repriced Earnings MultipleAnalysts have raised their price target on OVS from €4.60 to €5.58, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the main factors behind the revision. What's in the News A board meeting is scheduled for April 16, 2026 to approve the draft financial statements and consolidated financial statements as at January 31, 2026, along with any other items raised by the chair (Key Developments).
分析記事 • Jan 23Should You Think About Buying OVS S.p.A. (BIT:OVS) Now?While OVS S.p.A. ( BIT:OVS ) might not have the largest market cap around , it saw a decent share price growth of 17...
お知らせ • Dec 25+ 3 more updatesOVS S.p.A. to Report Q3, 2027 Results on Dec 15, 2026OVS S.p.A. announced that they will report Q3, 2027 results on Dec 15, 2026
Price Target Changed • Dec 23Price target increased by 8.2% to €5.30Up from €4.90, the current price target is an average from 4 analysts. New target price is 11% above last closing price of €4.78. Stock is up 41% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.
Price Target Changed • Dec 19Price target increased by 10% to €5.08Up from €4.60, the current price target is an average from 4 analysts. New target price is 8.7% above last closing price of €4.67. Stock is up 36% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.21 last year.
New Risk • Sep 21New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Aug 14Should You Investigate OVS S.p.A. (BIT:OVS) At €3.82?BIT:OVS 1 Year Share Price vs Fair Value Explore OVS's Fair Values from the Community and select yours OVS S.p.A...
分析記事 • Jul 24We Think OVS' (BIT:OVS) Healthy Earnings Might Be ConservativeThe market seemed underwhelmed by last week's earnings announcement from OVS S.p.A. ( BIT:OVS ) despite the healthy...
Reported Earnings • Jul 19Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.63b (up 1.1% from FY 2024). Net income: €52.1m (flat on FY 2024). Profit margin: 3.2% (in line with FY 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Italy.
Price Target Changed • Jul 16Price target increased by 8.5% to €4.60Up from €4.24, the current price target is an average from 4 analysts. New target price is 24% above last closing price of €3.71. Stock is up 42% over the past year.
分析記事 • Jul 12Returns At OVS (BIT:OVS) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
お知らせ • Jul 04OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L.OVS S.p.A. (BIT:OVS) entered into an agreement to acquire remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on June 17, 2025. Upon completion, OVS S.p.A. will own 100% stake in Goldenpoint S.p.a. Luca Saraceni of Osborne Clarke italy acted as legal advisor for Gilfin S.R.L. Studio Legale Cappelli RCCD acted as legal advisor for OVS S.p.A. OVS S.p.A. (BIT:OVS) completed the acquisition of remaining 97% stake in Goldenpoint S.p.a. from Gilfin S.R.L. on July 3, 2025. For accounting purposes, the acquisition is effective as of July 1, 2025.
Price Target Changed • Jun 18Price target increased by 9.3% to €4.48Up from €4.10, the current price target is an average from 5 analysts. New target price is 26% above last closing price of €3.57. Stock is up 33% over the past year.
分析記事 • Jun 17OVS (BIT:OVS) Will Pay A Larger Dividend Than Last Year At €0.11The board of OVS S.p.A. ( BIT:OVS ) has announced that it will be paying its dividend of €0.11 on the 25th of June, an...
お知らせ • Jun 17OVS S.p.A. (BIT:OVS) commences an Equity Buyback Plan for 16,249,886 shares, representing 6.59% of its issued share capital, under the authorization approved on May 30, 2025.OVS S.p.A. (BIT:OVS) commences a share repurchases on June 9, 2025, under the program mandated by the shareholders in the Ordinary Shareholders' Meeting held on May 30, 2025. As per the mandate, the company is authorized to repurchase up to 16,249,886 shares, representing 6.59% of its share capital. The shares will be repurchased such that the total number of ordinary shares in the portfolio as a result of the purchases does not exceed 10% of the company's share capital from time to time. The purchase price cannot be either more or less than 10% of the reference price recorded by OVS shares on the day before the one in which the purchase operation will be carried out. The purpose of buyback program is to carry out, directly or through intermediaries, any investment transactions, also to contain anomalous movements in share prices, to stabilize trading and price performance, and to support the share’s liquidity on the market, for subsequent use, to service remuneration and incentive plans based on financial instruments reserved for the directors and employees. The authorization is valid till November 30, 2026. As of April 15, 2025, the company held 255,032,123 issued shares, including 8,412,114 treasury shares. On June 6, 2025, the company initiated a Market Repurchase. Under the program, the company will repurchase up to 6,000,000 shares for €20 million.
Upcoming Dividend • Jun 16Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (2.1%).
分析記事 • May 14Subdued Growth No Barrier To OVS S.p.A.'s (BIT:OVS) PriceThere wouldn't be many who think OVS S.p.A.'s ( BIT:OVS ) price-to-earnings (or "P/E") ratio of 14.3x is worth a...
Declared Dividend • Apr 20Dividend of €0.11 announcedShareholders will receive a dividend of €0.11. Ex-date: 23rd June 2025 Payment date: 25th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has decreased over the past 96 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 19OVS S.p.A. announces Annual dividend, payable on June 25, 2025OVS S.p.A. announced Annual dividend of EUR 0.1100 per share payable on June 25, 2025, ex-date on June 23, 2025 and record date on June 24, 2025.
分析記事 • Apr 18OVS S.p.A. (BIT:OVS) Full-Year Results: Here's What Analysts Are Forecasting For This YearLast week saw the newest yearly earnings release from OVS S.p.A. ( BIT:OVS ), an important milestone in the company's...
Reported Earnings • Apr 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €1.63b (up 1.1% from FY 2024). Net income: €52.1m (flat on FY 2024). Profit margin: 3.2% (in line with FY 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Luxury industry in Italy.
分析記事 • Apr 07OVS (BIT:OVS) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
お知らせ • Mar 19+ 3 more updatesOVS S.p.A. to Report Q4, 2025 Results on Apr 15, 2025OVS S.p.A. announced that they will report Q4, 2025 results on Apr 15, 2025
新しいナラティブ • Jan 16Expanding Women's Segment With Brands Like Piombo And Potential Conbipel Acquisitions Will Improve Market Position Expanding the women's segment and leveraging popular brands are key strategies to drive revenue growth and maintain robust profit margins.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €3.58, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Italy. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.50 per share.
Price Target Changed • Dec 13Price target increased by 8.5% to €3.84Up from €3.54, the current price target is an average from 5 analysts. New target price is 9.1% above last closing price of €3.52. Stock is up 56% over the past year. The company is forecast to post earnings per share of €0.26 for next year compared to €0.19 last year.
Price Target Changed • Dec 12Price target increased by 12% to €3.72Up from €3.32, the current price target is an average from 5 analysts. New target price is 8.1% above last closing price of €3.44. Stock is up 60% over the past year. The company is forecast to post earnings per share of €0.26 for next year compared to €0.19 last year.
分析記事 • Nov 22OVS (BIT:OVS) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Oct 01We Think OVS' (BIT:OVS) Solid Earnings Are UnderstatedThe market seemed underwhelmed by last week's earnings announcement from OVS S.p.A. ( BIT:OVS ) despite the healthy...
Major Estimate Revision • Sep 26Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.269 to €0.224 per share. Revenue forecast steady at €1.61b. Net income forecast to grow 32% next year vs 30% growth forecast for Luxury industry in Italy. Consensus price target of €3.54 unchanged from last update. Share price rose 3.2% to €2.87 over the past week.
Reported Earnings • Sep 25First half 2025 earnings releasedFirst half 2025 results: Revenue: €762.1m (down 1.1% from 1H 2024). Net income: €21.7m (down 2.5% from 1H 2024). Profit margin: 2.8% (down from 2.9% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Italy.
New Risk • Sep 20New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.4x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Aug 07What Does OVS S.p.A.'s (BIT:OVS) Share Price Indicate?OVS S.p.A. ( BIT:OVS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
お知らせ • Jul 17OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa.OVS S.p.A. (BIT:OVS) signed a letter of intent to acquire an unknown minority stake in Goldenpoint Spa on February 6, 2024. OVS S.p.A. (BIT:OVS) entered into agreement to acquire an unknown minority stake in Goldenpoint Spa on April 2, 2024. Goldenpoint has a turnover of almost €100 million. The key terms of the letter of intent envisage a possible initial investment by OVS in Goldenpoint through the simultaneous acquisition of a minority stake and the subscription of a financial instrument that, in the medium term, could be converted at OVS’s discretion into a controlling stake. The remaining share capital may be subject to put&call options in favour of the parties, exercisable within time windows to be determined. The finalization of the agreement remains subject to the positive completion of the due diligence activities and the other typical conditions for this type of transaction. Roberto Cappelli, Raffaella Ceglia, Raffaela Tortora and Gabriele Montanaro of Studio Legale Cappelli RCCD acted as legal advisor to OVS S.p.A. on the transaction. Luca Saraceni, Cecilia Frangini and Alessandra Mioni acted as legal advisor to Goldenpoint Spa. OVS S.p.A. (BIT:OVS) completed the acquisition of an unknown minority stake in Goldenpoint Spa on July 16, 2024.
Upcoming Dividend • Jun 17Upcoming dividend of €0.07 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (1.8%).
Reported Earnings • Apr 18Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.54b (down 3.5% from FY 2023). Net income: €52.4m (up 34% from FY 2023). Profit margin: 3.4% (up from 2.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 8.3% growth forecast for the Luxury industry in Italy.
Upcoming Dividend • Feb 12Upcoming dividend of €0.03 per share at 2.7% yieldEligible shareholders must have bought the stock before 19 February 2024. Payment date: 21 February 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Italian dividend payers (5.6%). Higher than average of industry peers (1.7%).
お知らせ • Feb 02+ 3 more updatesOVS S.p.A. to Report First Half, 2025 Results on Sep 19, 2024OVS S.p.A. announced that they will report first half, 2025 results on Sep 19, 2024
お知らせ • Dec 25OVS S.p.A., Annual General Meeting, Jan 24, 2024OVS S.p.A., Annual General Meeting, Jan 24, 2024, at 14:30 Central European Standard Time.
分析記事 • Dec 18Investors Still Aren't Entirely Convinced By OVS S.p.A.'s (BIT:OVS) Earnings Despite 27% Price JumpOVS S.p.A. ( BIT:OVS ) shareholders would be excited to see that the share price has had a great month, posting a 27...
Price Target Changed • Dec 15Price target increased by 8.0% to €3.16Up from €2.93, the current price target is an average from 4 analysts. New target price is 40% above last closing price of €2.25. Stock is up 1.3% over the past year. The company is forecast to post earnings per share of €0.19 for next year compared to €0.14 last year.
Major Estimate Revision • Dec 08Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.58b to €1.53b. EPS estimate also fell from €0.225 per share to €0.19 per share. Net income forecast to grow 58% next year vs 19% growth forecast for Luxury industry in Italy. Consensus price target broadly unchanged at €2.88. Share price was steady at €2.08 over the past week.
Price Target Changed • Nov 21Price target decreased by 14% to €2.93Down from €3.40, the current price target is an average from 4 analysts. New target price is 61% above last closing price of €1.82. Stock is down 16% over the past year. The company is forecast to post earnings per share of €0.23 for next year compared to €0.14 last year.
New Risk • Sep 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.3% net profit margin).
Reported Earnings • Sep 23First half 2024 earnings releasedFirst half 2024 results: Revenue: €734.9m (flat on 1H 2023). Net income: €33.7m (up 43% from 1H 2023). Profit margin: 4.6% (up from 3.2% in 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Luxury industry in Italy.
Major Estimate Revision • Jun 16Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.30 to €0.26. Revenue forecast unchanged from €1.59b at last update. Net income forecast to grow 82% next year vs 1.5% growth forecast for Luxury industry in Italy. Consensus price target of €3.40 unchanged from last update. Share price fell 7.2% to €2.47 over the past week.
Upcoming Dividend • Jun 12Upcoming dividend of €0.06 per share at 2.3% yieldEligible shareholders must have bought the stock before 19 June 2023. Payment date: 21 June 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.7%).
分析記事 • Jun 08Is Now The Time To Look At Buying OVS S.p.A. (BIT:OVS)?While OVS S.p.A. ( BIT:OVS ) might not be the most widely known stock at the moment, it saw a decent share price growth...
Price Target Changed • Apr 27Price target increased by 11% to €3.48Up from €3.13, the current price target is an average from 4 analysts. New target price is 28% above last closing price of €2.72. Stock is up 47% over the past year.
Price Target Changed • Apr 23Price target increased by 7.2% to €3.35Up from €3.13, the current price target is an average from 4 analysts. New target price is 23% above last closing price of €2.73. Stock is up 44% over the past year.
Reported Earnings • Apr 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.51b (up 6.7% from FY 2022). Net income: €39.6m (down 18% from FY 2022). Profit margin: 2.6% (down from 3.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Luxury industry in Italy.
分析記事 • Apr 20OVS (BIT:OVS) May Have Issues Allocating Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
お知らせ • Feb 06+ 2 more updatesOVS S.p.A. to Report Q4, 2023 Results on Apr 19, 2023OVS S.p.A. announced that they will report Q4, 2023 results on Apr 19, 2023
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €2.55, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Luxury industry in Italy. Total returns to shareholders of 58% over the past three years.
分析記事 • Feb 02Why OVS S.p.A. (BIT:OVS) Could Be Worth WatchingOVS S.p.A. ( BIT:OVS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Price Target Changed • Dec 20Price target increased to €2.68Up from €2.48, the current price target is an average from 4 analysts. New target price is 29% above last closing price of €2.08. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.21 for next year compared to €0.19 last year.
分析記事 • Dec 03Investors Could Be Concerned With OVS' (BIT:OVS) 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...
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. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 22First half 2023 earnings released: EPS: €0 (vs €0.074 in 1H 2022)First half 2023 results: EPS: €0. Revenue: €705.8m (up 14% from 1H 2022). Net income: €31.9m (up 88% from 1H 2022). Profit margin: 4.5% (up from 2.7% in 1H 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 8.5% growth forecast for the Luxury industry in Italy.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.88, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 23x in the Luxury industry in Italy. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.61 per share.
分析記事 • Aug 05Calculating The Fair Value Of OVS S.p.A. (BIT:OVS)Does the August share price for OVS S.p.A. ( BIT:OVS ) reflect what it's really worth? Today, we will estimate the...
分析記事 • Jun 19Does OVS (BIT:OVS) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Price Target Changed • Jun 17Price target decreased to €2.50Down from €2.70, the current price target is an average from 4 analysts. New target price is 52% above last closing price of €1.64. Stock is down 15% over the past year. The company is forecast to post earnings per share of €0.19 for next year compared to €0.19 last year.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €1.64, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 21x in the Luxury industry in Italy. Total returns to shareholders of 7.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.44 per share.
Upcoming Dividend • Jun 13Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 20 June 2022. Payment date: 22 June 2022. Trailing yield: 2.2%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.6%).
Price Target Changed • May 24Price target decreased to €2.65Down from €2.88, the current price target is provided by 1 analyst. New target price is 54% above last closing price of €1.72. Stock is up 0.9% over the past year. The company posted earnings per share of €0.19 last year.
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. Independent Non-Executive Director Massimiliano Magrini was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 23Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: €1.36b (up 29% from FY 2021). Net income: €48.6m (up 39% from FY 2021). Profit margin: 3.6% (up from 3.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 8.3%, compared to a 15% growth forecast for the industry in Italy.
Price Target Changed • Apr 07Price target decreased to €2.88Down from €3.13, the current price target is an average from 4 analysts. New target price is 55% above last closing price of €1.86. Stock is up 40% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.15 last year.
分析記事 • Apr 07A Look At The Fair Value Of OVS S.p.A. (BIT:OVS)In this article we are going to estimate the intrinsic value of OVS S.p.A. ( BIT:OVS ) by projecting its future cash...
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €1.86, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Luxury industry in Italy. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.63 per share.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.70, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Luxury industry in Italy. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.57 per share.
Price Target Changed • Nov 18Price target increased to €2.53Up from €2.28, the current price target is an average from 4 analysts. New target price is 9.1% below last closing price of €2.79. Stock is up 178% over the past year. The company is forecast to post earnings per share of €0.096 for next year compared to €0.15 last year.
Reported Earnings • Sep 24First half 2022 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: €599.2m (up 55% from 1H 2021). Net income: €17.0m (up €92.9m from 1H 2021). Profit margin: 2.8% (up from net loss in 1H 2021).
