Safilo Group S.p.A.

BIT:SFL 株式レポート

時価総額:€645.3m

Safilo Group マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Angelo Trocchia

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間8.1yrs
CEOの所有権n/a
経営陣の平均在職期間5.3yrs
取締役会の平均在任期間8.1yrs

経営陣の近況

Recent updates

ナラティブの更新 May 04

SFL: Higher Margin Outlook Will Support A Stronger Equity Rerating

Analysts have trimmed their price target on Safilo Group from €2.40 to €2.30, citing updated assumptions that include slightly higher discount rates, adjusted revenue growth expectations, and a lower future P/E multiple, balanced against revised profit margin estimates. Valuation Changes Fair Value: reduced slightly from €2.40 to €2.30 per share.
ナラティブの更新 Apr 19

SFL: Minor Forecast Tweaks Will Likely Sustain Fair P/E Expectations

Analysts have kept their price target for Safilo Group steady at €1.70, citing only slight adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions, which leave their overall view broadly unchanged. Valuation Changes Fair Value: Unchanged at €1.70 per share, indicating no revision to the central valuation estimate.
分析記事 Apr 10

Safilo Group's (BIT:SFL) Solid Earnings May Rest On Weak Foundations

The market shrugged off Safilo Group S.p.A.'s ( BIT:SFL ) solid earnings report. We did some digging and believe...
ナラティブの更新 Apr 05

SFL: Refined Earnings Assumptions Will Likely Sustain Fair P E Expectations

Analysts have adjusted their price target on Safilo Group to €1.70, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that are aligned with a more refined view of the company’s earnings potential and risk profile. Valuation Changes Fair Value: €1.70 remains unchanged, indicating the updated assumptions do not alter the overall assessed value per share.
ナラティブの更新 Mar 21

SFL: Board Schedule And Higher P/E Framework Will Support Bullish Outlook

Analysts have slightly raised their price target for Safilo Group to €2.01 from €1.94, reflecting updated assumptions around revenue growth, profit margins, discount rate and future P/E levels. What's in the News A board meeting is scheduled for Jan 28, 2026 to approve preliminary key performance indicators for FY 2025 (company filing).
ナラティブの更新 Mar 07

SFL: Higher Future P/E Multiple Will Drive A Stronger Equity Outlook

Analysts have lifted their price target on Safilo Group from €2.07 to €2.40, citing updated assumptions that include a slightly lower discount rate, modestly revised revenue growth expectations, a different profit margin profile, and a higher future P/E multiple. What's in the News Board meeting scheduled for January 28, 2026, to review preliminary key performance indicators for the full year 2025.
ナラティブの更新 Feb 21

SFL: Elevated P/E Assumptions Will Likely Exceed Underlying Earnings Potential

Analysts have raised their price target on Safilo Group from €1.00 to €1.70, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E that, in their view, better reflect the company's current risk and return profile. What's in the News Board meeting scheduled for January 28, 2026, to approve preliminary key performance indicators for full year 2025 (company board calendar).
ナラティブの更新 Feb 07

SFL: Board Timetable And P/E Framework Will Shape Fairly Balanced Outlook

Analysts have inched their price target for Safilo Group lower to about €1.94 from €1.95, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E, which collectively point to a slightly more conservative valuation framework. What's in the News Board meeting scheduled for January 28, 2026 to approve preliminary key performance indicators for FY 2025, giving investors an early read on full year figures (company event) Board meeting on March 11, 2026 planned to approve the draft financial statements and consolidated financial statements as at December 31, 2025, a key checkpoint for audited results (company event) Board meeting set for May 6, 2026 to approve key performance indicators for the first quarter of 2026, updating the market on how the new year is tracking (company event) Board meeting scheduled for August 3, 2026 to approve the interim financial report as at June 30, 2026, covering the first half of the year (company event) Board meeting planned for November 9, 2026, expected to provide another formal update from the board later in the year (company event) Valuation Changes Fair Value Estimate: trimmed slightly to about €1.94 from €1.95, reflecting a marginally more conservative stance.
分析記事 Jan 30

Is It Too Late To Consider Buying Safilo Group S.p.A. (BIT:SFL)?

Safilo Group S.p.A. ( BIT:SFL ), might not be a large cap stock, but it saw a decent share price growth of 12% on the...
ナラティブの更新 Jan 23

SFL: Updated Profit Assumptions And P/E Expectations Will Shape A Measured Outlook

Narrative Update on Safilo Group Analysts have lifted their price target on Safilo Group to €2.07 from €1.62, pointing to updated assumptions around revenue growth, profit margins, discount rate, and a slightly higher future P/E multiple. Analyst Commentary Bullish analysts are highlighting the recent price target lift to €2.07 as a constructive signal regarding how they see Safilo Group executing on its plans and how that could be reflected in the share price over time.
ナラティブの更新 Jan 08

SFL: Future Earnings Delivery And P/E Assumptions Will Define Post Rally Balance

Analysts have lifted their fair value estimate for Safilo Group from €1.91 to €1.95 per share, citing updated assumptions that align with a higher Street price target of €2.07 and modest tweaks to the discount rate, growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research has lifted the price target for Safilo Group to €2.07 per share, which sits slightly above the updated fair value estimate of €1.95.
ナラティブの更新 Dec 24

SFL: Margin Improvements And Efficiency Measures Will Shape A More Resilient Outlook

Analysts have nudged their price target on Safilo Group higher to EUR 2.07 from EUR 2.00, citing a more favorable profit margin outlook and slightly richer valuation multiples, even as they trim revenue growth expectations and apply a marginally higher discount rate. Analyst Commentary Bullish analysts highlight that the latest price target increase to EUR 2.07 reflects growing confidence in Safilo Group's ability to sustain margin improvements and deliver on its efficiency initiatives.
ナラティブの更新 Dec 10

SFL: Future Execution And Margin Delivery Will Shape Post Rally Risk Balance

Analysts raised their price target for Safilo Group to EUR 2.07 from EUR 1.62, citing an improved risk reward profile and supportive recent rating actions, despite a modestly higher discount rate and largely unchanged growth and profitability assumptions. Analyst Commentary Recent research updates present a mixed but constructive view on Safilo Group, reflecting both the sharp share price recovery and evolving expectations for future execution.
ナラティブの更新 Nov 26

SFL: Improving Margins And Risk Balance Will Guide Outlook After Recent Rally

Analysts have recently increased their average price target for Safilo Group. New estimates highlight modest upside potential as the company's improving profit margins offset slightly lower anticipated revenue growth, and as shares reflect balanced risk and reward following a strong uptrend.
ナラティブの更新 Nov 10

SFL: Margin Focus And Risk Management Will Shape Balanced Outlook Ahead

Analysts have raised their fair value price target for Safilo Group from €1.76 to €1.91. They cite stronger margin outlooks and updated risk assessments, despite moderated revenue growth expectations.
ナラティブの更新 Oct 27

Future Performance Will Face Heightened Scrutiny Amid Shifting Risk And Reward Dynamics

The analyst fair value target for Safilo Group has been raised from €1.71 to €1.76. This reflects analysts’ view that improved revenue growth and a more positive risk/reward outlook warrant a modest upward revision, even though profit margin expectations are slightly lower.
分析記事 Oct 24

Safilo Group (BIT:SFL) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Oct 13

Overvalued Prospects Will Encounter Regulatory And Geopolitical Headwinds

Analysts have raised their price target for Safilo Group from €1.56 to €1.71, citing a balanced risk and reward outlook as well as improved profit margin forecasts. Analyst Commentary Recent research notes reflect a range of perspectives on Safilo Group’s valuation and growth prospects.
分析記事 Oct 09

Returns Are Gaining Momentum At Safilo Group (BIT:SFL)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 Sep 25

Overvalued Prospects Will Encounter Regulatory And Geopolitical Headwinds

Safilo Group's consensus price target has increased to €1.56, primarily reflecting improved net profit margin despite slightly lower revenue growth expectations. Valuation Changes Summary of Valuation Changes for Safilo Group The Consensus Analyst Price Target has risen from €1.43 to €1.56.
ナラティブの更新 Sep 05

Overvalued Prospects Will Encounter Regulatory And Geopolitical Headwinds

Driven by an accelerated shift towards higher-margin home brands, analysts have raised their fair value estimate for Safilo Group, increasing the consensus price target from €1.33 to €1.43. Analyst Commentary Accelerated shift towards higher-margin home brands.
分析記事 Aug 27

Optimistic Investors Push Safilo Group S.p.A. (BIT:SFL) Shares Up 30% But Growth Is Lacking

Safilo Group S.p.A. ( BIT:SFL ) shares have continued their recent momentum with a 30% gain in the last month alone...
分析記事 Aug 03

Analysts Have Made A Financial Statement On Safilo Group S.p.A.'s (BIT:SFL) Half-Yearly Report

It's been a good week for Safilo Group S.p.A. ( BIT:SFL ) shareholders, because the company has just released its...
分析記事 Jun 18

There's Been No Shortage Of Growth Recently For Safilo Group's (BIT:SFL) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 May 20

Optimistic Investors Push Safilo Group S.p.A. (BIT:SFL) Shares Up 35% But Growth Is Lacking

Those holding Safilo Group S.p.A. ( BIT:SFL ) shares would be relieved that the share price has rebounded 35% in the...
分析記事 May 10

We Think Safilo Group (BIT:SFL) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Apr 12

We Think Safilo Group's (BIT:SFL) Solid Earnings Are Understated

The market seemed underwhelmed by the solid earnings posted by Safilo Group S.p.A. ( BIT:SFL ) recently. Our analysis...
分析記事 Apr 05

Safilo Group S.p.A.'s (BIT:SFL) 25% Share Price Plunge Could Signal Some Risk

Safilo Group S.p.A. ( BIT:SFL ) shareholders that were waiting for something to happen have been dealt a blow with a...
分析記事 Apr 04

Is Safilo Group S.p.A. (BIT:SFL) Potentially Undervalued?

Safilo Group S.p.A. ( BIT:SFL ), might not be a large cap stock, but it saw significant share price movement during...
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新しいナラティブ Mar 16

David Beckham Eyewear And Sustainability Focus Will Improve Future Prospects

Acquisition and licensing agreements, including David Beckham eyewear and other brands, bolster Safilo's brand portfolio for sustained revenue growth and stability.
分析記事 Aug 14

Investors Can Find Comfort In Safilo Group's (BIT:SFL) Earnings Quality

Safilo Group S.p.A.'s ( BIT:SFL ) earnings announcement last week didn't impress shareholders. However, our analysis...
分析記事 Feb 01

Calculating The Fair Value Of Safilo Group S.p.A. (BIT:SFL)

Key Insights Safilo Group's estimated fair value is €1.37 based on 2 Stage Free Cash Flow to Equity Safilo Group's...
分析記事 Jan 13

Safilo Group (BIT:SFL) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Sep 08

We Think Safilo Group (BIT:SFL) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jul 07

Safilo Group (BIT:SFL) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 Jun 08

Is It Too Late To Consider Buying Safilo Group S.p.A. (BIT:SFL)?

While Safilo Group S.p.A. ( BIT:SFL ) might not be the most widely known stock at the moment, it saw a double-digit...
分析記事 May 26

A Look At The Fair Value Of Safilo Group S.p.A. (BIT:SFL)

Key Insights The projected fair value for Safilo Group is €1.08 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Mar 16

Safilo Group (BIT:SFL) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
分析記事 Jan 28

Is Now The Time To Look At Buying Safilo Group S.p.A. (BIT:SFL)?

Safilo Group S.p.A. ( BIT:SFL ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 Oct 05

Safilo Group (BIT:SFL) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO報酬分析

Safilo Group の収益と比較して、Angelo Trocchia の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025n/an/a

€49m

Sep 30 2025n/an/a

€48m

Jun 30 2025n/an/a

€46m

Mar 31 2025n/an/a

€34m

Dec 31 2024n/an/a

€22m

Sep 30 2024n/an/a

€12m

Jun 30 2024n/an/a

€2m

Mar 31 2024n/an/a

-€11m

Dec 31 2023n/an/a

-€25m

Sep 30 2023n/an/a

-€6m

Jun 30 2023n/an/a

€12m

Mar 31 2023n/an/a

€33m

Dec 31 2022€3m€720k

€54m

報酬と市場: Angeloの 総報酬 がItalian市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。

報酬と収益: Angeloの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Angelo Trocchia (62 yo)

8.1yrs
在職期間
€3,048,520
報酬

Mr. Angelo Trocchia has been Chief Executive Officer and Director of Safilo Group SpA since April 24, 2018. He served as the Chairman and Chief Executive Officer of Unilever Italia srl. After an MBA at the...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Angelo Trocchia
CEO & Director8.1yrs€3.05mデータなし
Michele Melotti
Chief Financial Officer2.8yrsデータなしデータなし
Barbara Ferrante
Director of Investor Relationsno dataデータなしデータなし
Vladimiro Baldin
Chief Licensed Brand & Global Product Officer5.3yrsデータなしデータなし
Fabio Roppoli
Chief Product Supply Officer5.3yrsデータなしデータなし
5.3yrs
平均在職期間

経験豊富な経営陣: SFLの経営陣は経験豊富で経験豊富です(平均在職期間は5.3年)。


取締役

名称ポジション在職期間報酬所有権
Angelo Trocchia
CEO & Director8.1yrs€3.05mデータなし
Melchert Groot
Non Executive Director16.2yrs€65.00kデータなし
Eugenio Razelli
Chairman16.2yrs€120.00kデータなし
Robert Polet
Non-Executive Directorno data€50.00kデータなし
Carmen Pezzuto
Standing Statutory Auditor9yrsデータなしデータなし
Matthieu Jean-Pierre Brisset
Independent Non-Executive Director5.1yrs€80.00kデータなし
Irene Boni
Independent Non-Executive Director5.1yrs€65.00kデータなし
Ines Mazzilli
Independent Non Executive Director11.1yrs€102.00kデータなし
Maria Talamonti
Chairman of Board of Statutory Auditors3.1yrsデータなしデータなし
Cinzia Morelli-Verhoog
Independent Non Executive Director8.1yrs€86.00kデータなし
Katia Buja
Non-Executive Director6.1yrs€396.86kデータなし
Gerben van Rozenberg
Non Executive Director2.1yrsデータなしデータなし
8.1yrs
平均在職期間
60.5yo
平均年齢

経験豊富なボード: SFLの 取締役会経験豊富 であると考えられます ( 8.1年の平均在任期間)。


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2026/05/21 23:44
終値2026/05/21 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

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

Safilo Group S.p.A. 6 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。13

アナリスト機関
Carmen NovelBanca Akros S.p.A. (ESN)
Harrison Woodin-LygoBerenberg
Michele BaldelliBNP Paribas