View Financial HealthSalvatore Ferragamo 配当と自社株買い配当金 基準チェック /06Salvatore Ferragamo現在配当金を支払っていません。主要情報0%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り0.8%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).分析記事 • Apr 26Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.10Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...分析記事 • Apr 12Salvatore Ferragamo (BIT:SFER) Will Pay A Smaller Dividend Than Last YearSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...Declared Dividend • Mar 11Dividend reduced to €0.10Dividend of €0.10 is 64% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 152%. Cash payout ratio: 36%.Upcoming Dividend • May 15Upcoming dividend of €0.28 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.6%).分析記事 • Apr 05Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.28Salvatore Ferragamo S.p.A. ( BIT:SFER ) is reducing its dividend from last year's comparable payment to €0.28 on the...すべての更新を表示Recent updatesPrice Target Changed • Jul 02Price target increased by 7.0% to €7.82Up from €7.30, the current price target is an average from 16 analysts. New target price is 24% below last closing price of €10.29. Stock is up 97% over the past year. The company is forecast to post earnings per share of €0.041 next year compared to a net loss per share of €0.30 last year.Buy Or Sell Opportunity • May 15Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €6.61. The fair value is estimated to be €9.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €976.5m (down 5.7% from FY 2024). Net loss: €49.4m (loss narrowed 27% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.分析記事 • Jan 13Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €7.35 based on 2 Stage Free Cash Flow to Equity With €7.78...お知らせ • Dec 22+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2026 Results on Aug 03, 2026Salvatore Ferragamo S.p.A. announced that they will report first half, 2026 results on Aug 03, 2026分析記事 • Dec 17Salvatore Ferragamo (BIT:SFER) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 26What Is Salvatore Ferragamo S.p.A.'s (BIT:SFER) Share Price Doing?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it received a lot of...New Risk • Nov 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Price Target Changed • Nov 05Price target increased by 15% to €6.18Up from €5.39, the current price target is an average from 13 analysts. New target price is 15% below last closing price of €7.29. Stock is up 21% over the past year. The company is forecast to post a net loss per share of €0.28 next year compared to a net loss per share of €0.41 last year.Buy Or Sell Opportunity • Nov 05Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to €7.29. The fair value is estimated to be €5.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.8% in a year. Earnings are forecast to grow by 87% in the next year.Major Estimate Revision • Oct 26Consensus EPS estimates upgraded to €0.31 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -€0.353 to -€0.311 per share. Revenue forecast steady at €978.8m. Luxury industry in Italy expected to see average net income growth of 17% next year. Consensus price target up from €4.95 to €5.30. Share price rose 16% to €7.11 over the past week.分析記事 • Oct 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) 26% Price Boost Is Out Of Tune With RevenuesSalvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders would be excited to see that the share price has had a great...New Risk • Oct 03New 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 5.4% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Oct 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €5.98. The fair value is estimated to be €4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 0.3% in a year. Earnings are forecast to grow by 81% in the next year.Major Estimate Revision • Sep 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.328 to -€0.366 per share. Revenue forecast unchanged at €967.4m. Luxury industry in Italy expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at €5.00. Share price was steady at €5.35 over the past week.分析記事 • Sep 19Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Using the 2 Stage Free Cash Flow to Equity, Salvatore Ferragamo fair value estimate is €4.67 Salvatore...Major Estimate Revision • Aug 20Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.285 to -€0.36 per share. Revenue forecast unchanged at €942.1m. Luxury industry in Italy expected to see average net income growth of 14% next year. Consensus price target down from €4.96 to €4.86. Share price rose 3.9% to €4.69 over the past week.Buy Or Sell Opportunity • Aug 19Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to €4.66. The fair value is estimated to be €3.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 9.0% in a year. Earnings are forecast to decline by 6.2% in the next year.Major Estimate Revision • Aug 18Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.337 to -€0.39 per share. Revenue forecast unchanged at €942.6m. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target down from €5.05 to €4.91. Share price was steady at €4.51 over the past week.分析記事 • Aug 07Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...New Risk • Aug 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Major Estimate Revision • Aug 03Consensus EPS estimates fall by 474%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €979.1m to €945.7m. Losses expected to increase from €0.044 per share to €0.25. Luxury industry in Italy expected to see average net income growth of 15% next year. Consensus price target down from €5.26 to €5.09. Share price fell 8.2% to €4.91 over the past week.Major Estimate Revision • Jul 16Consensus EPS estimates fall by 124%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.016 to -€0.036 per share. Revenue forecast unchanged at €979.1m. Luxury industry in Italy expected to see average net income growth of 24% next year. Consensus price target of €5.26 unchanged from last update. Share price fell 5.3% to €5.01 over the past week.Price Target Changed • Jul 15Price target decreased by 7.9% to €5.31Down from €5.77, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €5.11. Stock is down 40% over the past year. The company is forecast to post a net loss per share of €0.036 next year compared to a net loss per share of €0.41 last year.分析記事 • May 18Subdued Growth No Barrier To Salvatore Ferragamo S.p.A. (BIT:SFER) With Shares Advancing 25%Salvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders are no doubt pleased to see that the share price has bounced 25...分析記事 • May 13Is Salvatore Ferragamo (BIT:SFER) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 30Investor Optimism Abounds Salvatore Ferragamo S.p.A. (BIT:SFER) But Growth Is LackingWhen close to half the companies in the Luxury industry in Italy have price-to-sales ratios (or "P/S") below 0.5x, you...お知らせ • Mar 17Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025, at 09:30 W. Europe Standard Time.New Risk • Mar 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.分析記事 • Mar 09Salvatore Ferragamo S.p.A. (BIT:SFER) Just Released Its Annual Earnings: Here's What Analysts ThinkThere's been a major selloff in Salvatore Ferragamo S.p.A. ( BIT:SFER ) shares in the week since it released its...Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (down 11% from FY 2023). Net loss: €68.1m (down 361% from profit in FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.Buy Or Sell Opportunity • Mar 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €6.32. The fair value is estimated to be €8.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Major Estimate Revision • Feb 27Consensus EPS estimates upgraded to €0.17 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.194 to -€0.167 per share. Revenue forecast steady at €1.03b. Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.64. Share price rose 4.6% to €7.87 over the past week.分析記事 • Feb 27Is Salvatore Ferragamo S.p.A. (BIT:SFER) Trading At A 27% Discount?Key Insights Salvatore Ferragamo's estimated fair value is €10.82 based on 2 Stage Free Cash Flow to Equity Current...Major Estimate Revision • Feb 13Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.186 to -€0.209 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 18% next year. Consensus price target of €6.61 unchanged from last update. Share price rose 5.4% to €7.88 over the past week.Major Estimate Revision • Jan 17Consensus EPS estimates fall by 56%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.115 to -€0.18 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €6.39. Share price was steady at €6.87 over the past week.分析記事 • Dec 07Is Salvatore Ferragamo (BIT:SFER) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Dec 06Consensus EPS estimates fall from profit to €0.027 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -€0.027 instead of €0.021 per share profit previously forecast. Revenue forecast unchanged at €1.03b Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.32. Share price rose 15% to €6.35 over the past week.分析記事 • Nov 22Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), might not be a large cap stock, but it saw significant share price movement...Price Target Changed • Oct 16Price target decreased by 7.1% to €6.83Down from €7.35, the current price target is an average from 15 analysts. New target price is 5.5% above last closing price of €6.48. Stock is down 46% over the past year. The company is forecast to post earnings per share of €0.023 for next year compared to €0.16 last year.Major Estimate Revision • Oct 16Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.05b to €1.04b. EPS estimate also fell from €0.061 per share to €0.035 per share. Net income forecast to grow 24% next year vs 39% growth forecast for Luxury industry in Italy. Consensus price target down from €7.07 to €6.57. Share price fell 3.1% to €6.48 over the past week.New Risk • Sep 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.9% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Price Target Changed • Sep 23Price target decreased by 7.4% to €7.58Down from €8.19, the current price target is an average from 15 analysts. New target price is 25% above last closing price of €6.08. Stock is down 53% over the past year. The company is forecast to post earnings per share of €0.061 for next year compared to €0.16 last year.お知らせ • Sep 23+ 1 more updateSalvatore Ferragamo S.p.A. to Report Fiscal Year 2024 Results on Mar 06, 2025Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2024 results on Mar 06, 2025分析記事 • Sep 21Returns On Capital At Salvatore Ferragamo (BIT:SFER) Paint A Concerning PictureWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Major Estimate Revision • Sep 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.073 to €0.063 per share. Revenue forecast steady at €1.06b. Net income forecast to grow 113% next year vs 37% growth forecast for Luxury industry in Italy. Consensus price target down from €8.19 to €7.87. Share price fell 3.5% to €6.36 over the past week.Buy Or Sell Opportunity • Sep 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €6.66. The fair value is estimated to be €8.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.分析記事 • Sep 06Salvatore Ferragamo S.p.A.'s (BIT:SFER) Business Is Yet to Catch Up With Its Share PriceSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) price-to-sales (or "P/S") ratio of 1.1x may not look like an appealing...Major Estimate Revision • Aug 09Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.08b to €1.06b. EPS estimate also fell from €0.113 per share to €0.077 per share. Net income forecast to grow 156% next year vs 32% growth forecast for Luxury industry in Italy. Consensus price target down from €9.01 to €8.31. Share price fell 6.1% to €7.50 over the past week.Price Target Changed • Aug 08Price target decreased by 7.8% to €8.31Down from €9.01, the current price target is an average from 15 analysts. New target price is 10% above last closing price of €7.55. Stock is down 48% over the past year. The company is forecast to post earnings per share of €0.077 for next year compared to €0.16 last year.分析記事 • Aug 05€8.53: That's What Analysts Think Salvatore Ferragamo S.p.A. (BIT:SFER) Is Worth After Its Latest ResultsSalvatore Ferragamo S.p.A. ( BIT:SFER ) last week reported its latest half-yearly results, which makes it a good time...分析記事 • Jul 20Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...Price Target Changed • Jul 15Price target decreased by 8.2% to €9.01Down from €9.81, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of €8.85. Stock is down 40% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.16 last year.分析記事 • May 22Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €8.25 based on 2 Stage Free Cash Flow to Equity With €9.25...Board Change • May 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 Laura Donnini was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).分析記事 • Apr 26Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.10Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...Price Target Changed • Apr 12Price target decreased by 7.7% to €10.26Down from €11.11, the current price target is an average from 16 analysts. New target price is 7.1% above last closing price of €9.58. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.16 for next year compared to €0.16 last year.分析記事 • Apr 12Salvatore Ferragamo (BIT:SFER) Will Pay A Smaller Dividend Than Last YearSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...分析記事 • Apr 11We Think You Can Look Beyond Salvatore Ferragamo's (BIT:SFER) Lackluster EarningsThe market for Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) shares didn't move much after it posted weak earnings...New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).分析記事 • Mar 29Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Mar 11Dividend reduced to €0.10Dividend of €0.10 is 64% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 152%. Cash payout ratio: 36%.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.16b (down 7.6% from FY 2022). Net income: €26.1m (down 63% from FY 2022). Profit margin: 2.3% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.分析記事 • Feb 29Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it saw a double-digit...分析記事 • Jan 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 63.7x Salvatore Ferragamo S.p.A. ( BIT:SFER ) may be sending very bearish...お知らせ • Dec 27Salvatore Ferragamo S.p.A. to Report Fiscal Year 2023 Results on Mar 06, 2024Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2023 results on Mar 06, 2024分析記事 • Nov 15Salvatore Ferragamo (BIT:SFER) Might Be Having Difficulty Using Its Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...分析記事 • Oct 28Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it received a lot of attention from...お知らせ • Oct 27+ 1 more updateSalvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited.Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited on October 25, 2023. Post the transaction, Salvatore Ferragamo and Ferragamo Hong Kong will become the sole shareholders of Ferragamo Retail Macau. In a related transaction, Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. is also acquiring 2 other entities and the total consideration for the transactions is $42 million and will be settled from available cash resources. The board of directors of Salvatore Ferragamo unanimously approved the transaction. The transfer is not conditional upon any authorization by any authorities and closing will take place within November 9, 2023. EY Advisory SpA acted as the financial advisor to Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd.お知らせ • Oct 26+ 3 more updatesSalvatore Ferragamo S.p.A. to Report First Half, 2024 Results on Aug 01, 2024Salvatore Ferragamo S.p.A. announced that they will report first half, 2024 results on Aug 01, 2024分析記事 • Sep 22Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 8.9% 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 Dividend is not well covered by earnings (152% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin).Reported Earnings • Aug 06First half 2023 earnings: Revenues exceed analyst expectationsFirst half 2023 results: Revenue: €600.1m (down 4.8% from 1H 2022). Net income: €22.5m (down 64% from 1H 2022). Profit margin: 3.7% (down from 9.8% in 1H 2022). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 1.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 27At €14.20, Is It Time To Put Salvatore Ferragamo S.p.A. (BIT:SFER) On Your Watch List?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...分析記事 • Jul 05Capital Allocation Trends At Salvatore Ferragamo (BIT:SFER) Aren't IdealDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Upcoming Dividend • May 15Upcoming dividend of €0.28 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.6%).分析記事 • Apr 26These 4 Measures Indicate That Salvatore Ferragamo (BIT:SFER) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 05Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.28Salvatore Ferragamo S.p.A. ( BIT:SFER ) is reducing its dividend from last year's comparable payment to €0.28 on the...分析記事 • Mar 28Salvatore Ferragamo (BIT:SFER) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Mar 06Salvatore Ferragamo's (BIT:SFER) Dividend Is Being Reduced To €0.28The board of Salvatore Ferragamo S.p.A. ( BIT:SFER ) has announced it will be reducing its dividend by 18% from last...Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €0.42 (vs €0.50 in FY 2021)Full year 2022 results: EPS: €0.42 (down from €0.50 in FY 2021). Revenue: €1.25b (up 10% from FY 2021). Net income: €69.6m (down 17% from FY 2021). Profit margin: 5.6% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 56% 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 • Feb 14Should You Think About Buying Salvatore Ferragamo S.p.A. (BIT:SFER) Now?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw a double-digit share price...分析記事 • Jan 07Is Salvatore Ferragamo (BIT:SFER) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 20Salvatore Ferragamo (BIT:SFER) May Have Issues Allocating Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.41 to €0.47. Revenue forecast steady at €1.28b. Net income forecast to shrink 48% next year vs 6.3% growth forecast for Luxury industry in Italy . Consensus price target broadly unchanged at €14.94. Share price rose 4.7% to €16.27 over the past week.Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CEO & Director Marco Gobbetti was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 13+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2023 Results on Aug 03, 2023Salvatore Ferragamo S.p.A. announced that they will report first half, 2023 results on Aug 03, 2023Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.045 (vs €0.041 in 3Q 2021)Third quarter 2022 results: EPS: €0.045 (up from €0.041 in 3Q 2021). Revenue: €290.4m (up 11% from 3Q 2021). Net income: €7.41m (up 8.6% from 3Q 2021). Profit margin: 2.6% (in line with 3Q 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Nov 04Is It Too Late To Consider Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...分析記事 • Sep 23Salvatore Ferragamo (BIT:SFER) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Sep 08Some Investors May Be Worried About Salvatore Ferragamo's (BIT:SFER) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...決済の安定と成長配当データの取得安定した配当: SFERの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: SFERの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Salvatore Ferragamo 配当利回り対市場SFER 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (SFER)0%市場下位25% (IT)1.5%市場トップ25% (IT)4.6%業界平均 (Luxury)2.3%アナリスト予想 (SFER) (最長3年)0.8%注目すべき配当: SFERは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: SFERは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: SFER Italian市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: SFERが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YIT 市場の強力な配当支払い企業。View Management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2026/07/06 01:55終値2026/07/06 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Salvatore Ferragamo S.p.A. 14 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。38 アナリスト機関Carmen NovelBanca Akros S.p.A. (ESN)Carole MadjoBarclaysHelen BrandBarclays35 その他のアナリストを表示
Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).
分析記事 • Apr 26Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.10Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...
分析記事 • Apr 12Salvatore Ferragamo (BIT:SFER) Will Pay A Smaller Dividend Than Last YearSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...
Declared Dividend • Mar 11Dividend reduced to €0.10Dividend of €0.10 is 64% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 152%. Cash payout ratio: 36%.
Upcoming Dividend • May 15Upcoming dividend of €0.28 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.6%).
分析記事 • Apr 05Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.28Salvatore Ferragamo S.p.A. ( BIT:SFER ) is reducing its dividend from last year's comparable payment to €0.28 on the...
Price Target Changed • Jul 02Price target increased by 7.0% to €7.82Up from €7.30, the current price target is an average from 16 analysts. New target price is 24% below last closing price of €10.29. Stock is up 97% over the past year. The company is forecast to post earnings per share of €0.041 next year compared to a net loss per share of €0.30 last year.
Buy Or Sell Opportunity • May 15Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €6.61. The fair value is estimated to be €9.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €976.5m (down 5.7% from FY 2024). Net loss: €49.4m (loss narrowed 27% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.
分析記事 • Jan 13Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €7.35 based on 2 Stage Free Cash Flow to Equity With €7.78...
お知らせ • Dec 22+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2026 Results on Aug 03, 2026Salvatore Ferragamo S.p.A. announced that they will report first half, 2026 results on Aug 03, 2026
分析記事 • Dec 17Salvatore Ferragamo (BIT:SFER) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 26What Is Salvatore Ferragamo S.p.A.'s (BIT:SFER) Share Price Doing?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it received a lot of...
New Risk • Nov 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Price Target Changed • Nov 05Price target increased by 15% to €6.18Up from €5.39, the current price target is an average from 13 analysts. New target price is 15% below last closing price of €7.29. Stock is up 21% over the past year. The company is forecast to post a net loss per share of €0.28 next year compared to a net loss per share of €0.41 last year.
Buy Or Sell Opportunity • Nov 05Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to €7.29. The fair value is estimated to be €5.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.8% in a year. Earnings are forecast to grow by 87% in the next year.
Major Estimate Revision • Oct 26Consensus EPS estimates upgraded to €0.31 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -€0.353 to -€0.311 per share. Revenue forecast steady at €978.8m. Luxury industry in Italy expected to see average net income growth of 17% next year. Consensus price target up from €4.95 to €5.30. Share price rose 16% to €7.11 over the past week.
分析記事 • Oct 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) 26% Price Boost Is Out Of Tune With RevenuesSalvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders would be excited to see that the share price has had a great...
New Risk • Oct 03New 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 5.4% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Oct 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €5.98. The fair value is estimated to be €4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 0.3% in a year. Earnings are forecast to grow by 81% in the next year.
Major Estimate Revision • Sep 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.328 to -€0.366 per share. Revenue forecast unchanged at €967.4m. Luxury industry in Italy expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at €5.00. Share price was steady at €5.35 over the past week.
分析記事 • Sep 19Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Using the 2 Stage Free Cash Flow to Equity, Salvatore Ferragamo fair value estimate is €4.67 Salvatore...
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.285 to -€0.36 per share. Revenue forecast unchanged at €942.1m. Luxury industry in Italy expected to see average net income growth of 14% next year. Consensus price target down from €4.96 to €4.86. Share price rose 3.9% to €4.69 over the past week.
Buy Or Sell Opportunity • Aug 19Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to €4.66. The fair value is estimated to be €3.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 9.0% in a year. Earnings are forecast to decline by 6.2% in the next year.
Major Estimate Revision • Aug 18Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.337 to -€0.39 per share. Revenue forecast unchanged at €942.6m. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target down from €5.05 to €4.91. Share price was steady at €4.51 over the past week.
分析記事 • Aug 07Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
New Risk • Aug 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Aug 03Consensus EPS estimates fall by 474%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €979.1m to €945.7m. Losses expected to increase from €0.044 per share to €0.25. Luxury industry in Italy expected to see average net income growth of 15% next year. Consensus price target down from €5.26 to €5.09. Share price fell 8.2% to €4.91 over the past week.
Major Estimate Revision • Jul 16Consensus EPS estimates fall by 124%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.016 to -€0.036 per share. Revenue forecast unchanged at €979.1m. Luxury industry in Italy expected to see average net income growth of 24% next year. Consensus price target of €5.26 unchanged from last update. Share price fell 5.3% to €5.01 over the past week.
Price Target Changed • Jul 15Price target decreased by 7.9% to €5.31Down from €5.77, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €5.11. Stock is down 40% over the past year. The company is forecast to post a net loss per share of €0.036 next year compared to a net loss per share of €0.41 last year.
分析記事 • May 18Subdued Growth No Barrier To Salvatore Ferragamo S.p.A. (BIT:SFER) With Shares Advancing 25%Salvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders are no doubt pleased to see that the share price has bounced 25...
分析記事 • May 13Is Salvatore Ferragamo (BIT:SFER) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 30Investor Optimism Abounds Salvatore Ferragamo S.p.A. (BIT:SFER) But Growth Is LackingWhen close to half the companies in the Luxury industry in Italy have price-to-sales ratios (or "P/S") below 0.5x, you...
お知らせ • Mar 17Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025, at 09:30 W. Europe Standard Time.
New Risk • Mar 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
分析記事 • Mar 09Salvatore Ferragamo S.p.A. (BIT:SFER) Just Released Its Annual Earnings: Here's What Analysts ThinkThere's been a major selloff in Salvatore Ferragamo S.p.A. ( BIT:SFER ) shares in the week since it released its...
Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (down 11% from FY 2023). Net loss: €68.1m (down 361% from profit in FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
Buy Or Sell Opportunity • Mar 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €6.32. The fair value is estimated to be €8.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Major Estimate Revision • Feb 27Consensus EPS estimates upgraded to €0.17 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.194 to -€0.167 per share. Revenue forecast steady at €1.03b. Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.64. Share price rose 4.6% to €7.87 over the past week.
分析記事 • Feb 27Is Salvatore Ferragamo S.p.A. (BIT:SFER) Trading At A 27% Discount?Key Insights Salvatore Ferragamo's estimated fair value is €10.82 based on 2 Stage Free Cash Flow to Equity Current...
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.186 to -€0.209 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 18% next year. Consensus price target of €6.61 unchanged from last update. Share price rose 5.4% to €7.88 over the past week.
Major Estimate Revision • Jan 17Consensus EPS estimates fall by 56%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.115 to -€0.18 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €6.39. Share price was steady at €6.87 over the past week.
分析記事 • Dec 07Is Salvatore Ferragamo (BIT:SFER) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Dec 06Consensus EPS estimates fall from profit to €0.027 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -€0.027 instead of €0.021 per share profit previously forecast. Revenue forecast unchanged at €1.03b Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.32. Share price rose 15% to €6.35 over the past week.
分析記事 • Nov 22Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), might not be a large cap stock, but it saw significant share price movement...
Price Target Changed • Oct 16Price target decreased by 7.1% to €6.83Down from €7.35, the current price target is an average from 15 analysts. New target price is 5.5% above last closing price of €6.48. Stock is down 46% over the past year. The company is forecast to post earnings per share of €0.023 for next year compared to €0.16 last year.
Major Estimate Revision • Oct 16Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.05b to €1.04b. EPS estimate also fell from €0.061 per share to €0.035 per share. Net income forecast to grow 24% next year vs 39% growth forecast for Luxury industry in Italy. Consensus price target down from €7.07 to €6.57. Share price fell 3.1% to €6.48 over the past week.
New Risk • Sep 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.9% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Price Target Changed • Sep 23Price target decreased by 7.4% to €7.58Down from €8.19, the current price target is an average from 15 analysts. New target price is 25% above last closing price of €6.08. Stock is down 53% over the past year. The company is forecast to post earnings per share of €0.061 for next year compared to €0.16 last year.
お知らせ • Sep 23+ 1 more updateSalvatore Ferragamo S.p.A. to Report Fiscal Year 2024 Results on Mar 06, 2025Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2024 results on Mar 06, 2025
分析記事 • Sep 21Returns On Capital At Salvatore Ferragamo (BIT:SFER) Paint A Concerning PictureWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Major Estimate Revision • Sep 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.073 to €0.063 per share. Revenue forecast steady at €1.06b. Net income forecast to grow 113% next year vs 37% growth forecast for Luxury industry in Italy. Consensus price target down from €8.19 to €7.87. Share price fell 3.5% to €6.36 over the past week.
Buy Or Sell Opportunity • Sep 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €6.66. The fair value is estimated to be €8.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 43%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
分析記事 • Sep 06Salvatore Ferragamo S.p.A.'s (BIT:SFER) Business Is Yet to Catch Up With Its Share PriceSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) price-to-sales (or "P/S") ratio of 1.1x may not look like an appealing...
Major Estimate Revision • Aug 09Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.08b to €1.06b. EPS estimate also fell from €0.113 per share to €0.077 per share. Net income forecast to grow 156% next year vs 32% growth forecast for Luxury industry in Italy. Consensus price target down from €9.01 to €8.31. Share price fell 6.1% to €7.50 over the past week.
Price Target Changed • Aug 08Price target decreased by 7.8% to €8.31Down from €9.01, the current price target is an average from 15 analysts. New target price is 10% above last closing price of €7.55. Stock is down 48% over the past year. The company is forecast to post earnings per share of €0.077 for next year compared to €0.16 last year.
分析記事 • Aug 05€8.53: That's What Analysts Think Salvatore Ferragamo S.p.A. (BIT:SFER) Is Worth After Its Latest ResultsSalvatore Ferragamo S.p.A. ( BIT:SFER ) last week reported its latest half-yearly results, which makes it a good time...
分析記事 • Jul 20Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
Price Target Changed • Jul 15Price target decreased by 8.2% to €9.01Down from €9.81, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of €8.85. Stock is down 40% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.16 last year.
分析記事 • May 22Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €8.25 based on 2 Stage Free Cash Flow to Equity With €9.25...
Board Change • May 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 Laura Donnini was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).
分析記事 • Apr 26Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.10Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...
Price Target Changed • Apr 12Price target decreased by 7.7% to €10.26Down from €11.11, the current price target is an average from 16 analysts. New target price is 7.1% above last closing price of €9.58. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.16 for next year compared to €0.16 last year.
分析記事 • Apr 12Salvatore Ferragamo (BIT:SFER) Will Pay A Smaller Dividend Than Last YearSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...
分析記事 • Apr 11We Think You Can Look Beyond Salvatore Ferragamo's (BIT:SFER) Lackluster EarningsThe market for Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) shares didn't move much after it posted weak earnings...
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).
分析記事 • Mar 29Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Mar 11Dividend reduced to €0.10Dividend of €0.10 is 64% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 152%. Cash payout ratio: 36%.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.16b (down 7.6% from FY 2022). Net income: €26.1m (down 63% from FY 2022). Profit margin: 2.3% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
分析記事 • Feb 29Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it saw a double-digit...
分析記事 • Jan 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 63.7x Salvatore Ferragamo S.p.A. ( BIT:SFER ) may be sending very bearish...
お知らせ • Dec 27Salvatore Ferragamo S.p.A. to Report Fiscal Year 2023 Results on Mar 06, 2024Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2023 results on Mar 06, 2024
分析記事 • Nov 15Salvatore Ferragamo (BIT:SFER) Might Be Having Difficulty Using Its Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 • Oct 28Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it received a lot of attention from...
お知らせ • Oct 27+ 1 more updateSalvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited.Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited on October 25, 2023. Post the transaction, Salvatore Ferragamo and Ferragamo Hong Kong will become the sole shareholders of Ferragamo Retail Macau. In a related transaction, Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. is also acquiring 2 other entities and the total consideration for the transactions is $42 million and will be settled from available cash resources. The board of directors of Salvatore Ferragamo unanimously approved the transaction. The transfer is not conditional upon any authorization by any authorities and closing will take place within November 9, 2023. EY Advisory SpA acted as the financial advisor to Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd.
お知らせ • Oct 26+ 3 more updatesSalvatore Ferragamo S.p.A. to Report First Half, 2024 Results on Aug 01, 2024Salvatore Ferragamo S.p.A. announced that they will report first half, 2024 results on Aug 01, 2024
分析記事 • Sep 22Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 8.9% 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 Dividend is not well covered by earnings (152% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin).
Reported Earnings • Aug 06First half 2023 earnings: Revenues exceed analyst expectationsFirst half 2023 results: Revenue: €600.1m (down 4.8% from 1H 2022). Net income: €22.5m (down 64% from 1H 2022). Profit margin: 3.7% (down from 9.8% in 1H 2022). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 1.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 27At €14.20, Is It Time To Put Salvatore Ferragamo S.p.A. (BIT:SFER) On Your Watch List?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
分析記事 • Jul 05Capital Allocation Trends At Salvatore Ferragamo (BIT:SFER) Aren't IdealDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Upcoming Dividend • May 15Upcoming dividend of €0.28 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.6%).
分析記事 • Apr 26These 4 Measures Indicate That Salvatore Ferragamo (BIT:SFER) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 05Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.28Salvatore Ferragamo S.p.A. ( BIT:SFER ) is reducing its dividend from last year's comparable payment to €0.28 on the...
分析記事 • Mar 28Salvatore Ferragamo (BIT:SFER) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • Mar 06Salvatore Ferragamo's (BIT:SFER) Dividend Is Being Reduced To €0.28The board of Salvatore Ferragamo S.p.A. ( BIT:SFER ) has announced it will be reducing its dividend by 18% from last...
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €0.42 (vs €0.50 in FY 2021)Full year 2022 results: EPS: €0.42 (down from €0.50 in FY 2021). Revenue: €1.25b (up 10% from FY 2021). Net income: €69.6m (down 17% from FY 2021). Profit margin: 5.6% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 56% 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 • Feb 14Should You Think About Buying Salvatore Ferragamo S.p.A. (BIT:SFER) Now?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw a double-digit share price...
分析記事 • Jan 07Is Salvatore Ferragamo (BIT:SFER) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 20Salvatore Ferragamo (BIT:SFER) May Have Issues Allocating Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.41 to €0.47. Revenue forecast steady at €1.28b. Net income forecast to shrink 48% next year vs 6.3% growth forecast for Luxury industry in Italy . Consensus price target broadly unchanged at €14.94. Share price rose 4.7% to €16.27 over the past week.
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CEO & Director Marco Gobbetti was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 13+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2023 Results on Aug 03, 2023Salvatore Ferragamo S.p.A. announced that they will report first half, 2023 results on Aug 03, 2023
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.045 (vs €0.041 in 3Q 2021)Third quarter 2022 results: EPS: €0.045 (up from €0.041 in 3Q 2021). Revenue: €290.4m (up 11% from 3Q 2021). Net income: €7.41m (up 8.6% from 3Q 2021). Profit margin: 2.6% (in line with 3Q 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Nov 04Is It Too Late To Consider Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
分析記事 • Sep 23Salvatore Ferragamo (BIT:SFER) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Sep 08Some Investors May Be Worried About Salvatore Ferragamo's (BIT:SFER) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...