Poste Italiane（PST）株式概要
イタリア郵便公社（Poste Italiane S.p.A.）は、イタリアで郵便、ロジスティクス、金融・保険の商品・サービスを提供している。 詳細
PST Community Fair Values
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Analyst Price Targets
Poste Italiane S.p.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €26.21 |
| 52週高値 | €29.48 |
| 52週安値 | €18.70 |
| ベータ | 0.78 |
| 1ヶ月の変化 | -9.65% |
| 3ヶ月変化 | 16.02% |
| 1年変化 | 39.38% |
| 3年間の変化 | 159.25% |
| 5年間の変化 | 127.42% |
| IPOからの変化 | 291.19% |
最新ニュース
ナラティブ更新 • Jul 22
PST: TIM Deal And AI Infrastructure Push Will Support Fairly Valued Shares
Analysts have raised their fair value estimate for Poste Italiane from €23.45 to about €28.16, citing higher price targets from several firms and the view that the proposed TIM deal could support earnings as key reasons for the change. Analyst Commentary Recent research on Poste Italiane has focused heavily on how the proposed TIM deal and updated price targets could affect valuation and execution risk for the stock.
ナラティブ更新 • Jul 08
PST: Proposed TIM Deal Will Support Higher Margins And P/E Repricing
Analysts have lifted the fair value estimate for Poste Italiane to €35.20 from €30.10, reflecting higher Street price targets and expectations that the proposed TIM deal could add double digit earnings accretion, along with modest adjustments to growth, margins and future P/E assumptions. Analyst Commentary Street research on Poste Italiane has turned more constructive, with several bullish analysts revising their price targets higher and pointing to potential upside if the company executes well on its plans, including the proposed TIM transaction.Recent updates
ナラティブ更新 • Jul 22
PST: TIM Deal And AI Infrastructure Push Will Support Fairly Valued Shares
Analysts have raised their fair value estimate for Poste Italiane from €23.45 to about €28.16, citing higher price targets from several firms and the view that the proposed TIM deal could support earnings as key reasons for the change. Analyst Commentary Recent research on Poste Italiane has focused heavily on how the proposed TIM deal and updated price targets could affect valuation and execution risk for the stock.ナラティブ更新 • Jul 08
PST: Proposed TIM Deal Will Support Higher Margins And P/E Repricing
Analysts have lifted the fair value estimate for Poste Italiane to €35.20 from €30.10, reflecting higher Street price targets and expectations that the proposed TIM deal could add double digit earnings accretion, along with modest adjustments to growth, margins and future P/E assumptions. Analyst Commentary Street research on Poste Italiane has turned more constructive, with several bullish analysts revising their price targets higher and pointing to potential upside if the company executes well on its plans, including the proposed TIM transaction.
ナラティブ更新 • Jun 24
PST: TIM Deal Execution Risks Will Limit Future Earnings Upside
Analysts have modestly trimmed their fair value estimate for Poste Italiane to about €17.43 from approximately €17.79, citing updated assumptions around discount rates, profit margins and earnings potential, following a series of higher Street price targets that reflect expectations for earnings accretion tied to the proposed TIM deal. Analyst Commentary Street research on Poste Italiane has turned more constructive around the proposed TIM transaction, with several firms lifting price targets and, in one case, upgrading the stock.ナラティブ更新 • Jun 10
PST: Higher Margin Assumptions And P/E Repricing Will Support Further Upside
Poste Italiane's analyst price target shifts higher to €30.10 from €28.60, with analysts pointing to a slightly lower discount rate, a small uplift in expected profit margins, and modestly adjusted assumptions on revenue growth and future P/E as key drivers of the change. Analyst Commentary Bullish analysts are framing the higher €30.10 price target as a reflection of refined assumptions on margins, revenue, and future P/E rather than a radical change in the fundamental story.ナラティブ更新 • May 27
PST: Execution Risks Around Revenue And Margins Will Restrain Future Upside
Analysts have trimmed the fair value estimate for Poste Italiane slightly to €17.79 from €17.89, citing recent price target increases to around €24 to €24.50 as support for a modestly lower discount rate and a small adjustment to expected revenue and margin trends. Analyst Commentary Recent research reports show price targets clustering around €24 to €24.50, with ratings such as Equal Weight and Neutral.ナラティブ更新 • May 02
PST: Higher Earnings Quality Will Support Upside As P/E Repricing Takes Hold
Poste Italiane's analyst fair value estimate has been lifted from €26.50 to €28.80, as analysts point to a higher price target range from recent research and updated assumptions on revenue growth, profitability and future P/E levels. Analyst Commentary Recent Street research points to a cluster of higher price targets for Poste Italiane, with figures such as €24.50, €25.10 and other upward adjustments feeding into the updated fair value estimate.ナラティブ更新 • Apr 18
PST: Higher Revenue Assumptions And Dividend Policy Will Support Fairly Valued Shares
Poste Italiane's updated analyst price target has shifted from €22.84 to €23.45, with analysts broadly citing refreshed targets from banks including €24.50, €25.10 and €21.50 as support for the new fair value view. Analyst Commentary Bullish Takeaways Bullish analysts are clustering new price targets in a higher €21.50 to €25.10 range, which signals greater conviction in the current valuation framework for Poste Italiane.ナラティブ更新 • Apr 03
PST: Higher Earnings Quality Will Support Future Upside As P/E Assumptions Hold
Analysts have nudged up their targets on Poste Italiane toward the mid €20s, with recent price objectives reaching up to about €25. These changes reflect updated views on revenue growth, profitability and future P/E assumptions.ナラティブ更新 • Mar 20
PST: Interest Income And Dividend Policy Will Support Fairly Valued Shares
Analysts have nudged the fair value estimate for Poste Italiane higher to €22.84 from €22.08, reflecting a series of recent price target increases across the Street and updated assumptions on growth, margins and future P/E multiples. Analyst Commentary Recent research activity around Poste Italiane has centered on a series of higher price targets, with several firms adjusting their models for growth, profitability and valuation multiples.ナラティブ更新 • Mar 06
PST: Higher Earnings Quality Will Support Future Upside As P/E Framework Holds
Our updated fair value estimate for Poste Italiane edges up from €26.18 to €26.50. This reflects analysts' higher price targets in the €21.50 to €25.10 range and their supporting views around revenue growth, profit margin assumptions, and a slightly lower future P/E multiple.ナラティブ更新 • Feb 20
PST: Higher Earnings Quality And Index Inclusions Will Support Future Upside
Analysts have lifted their fair value estimate for Poste Italiane from about €24.50 to roughly €26.18, citing recent price target increases from several major houses and updated assumptions around the discount rate, profit margin and future P/E levels. Analyst Commentary Recent Street research points to a cluster of higher price targets for Poste Italiane, which aligns with the updated fair value estimate of about €26.18.ナラティブ更新 • Feb 05
PST: Interest Income And Dividend Policy Will Underpin Fairly Valued Shares
Our analyst fair value estimate for Poste Italiane has moved higher by about €0.90 to €22.08, reflecting updated assumptions on discount rates and earnings multiples, alongside a series of recent price target increases from analysts at several global banks. Analyst Commentary Bullish Takeaways Bullish analysts are assigning price targets in the low to mid €20s, which broadly lines up with our updated fair value estimate of €22.08 and supports a view that the current valuation can be underpinned by existing earnings power.分析記事 • Jan 27
Poste Italiane S.p.A.'s (BIT:PST) Share Price Is Matching Sentiment Around Its Earnings
With a price-to-earnings (or "P/E") ratio of 13.1x Poste Italiane S.p.A. ( BIT:PST ) may be sending bullish signals at...ナラティブ更新 • Jan 22
PST: Interest Income And Payout Uncertainty Will Restrain Future Upside
Narrative update The analyst fair value estimate for Poste Italiane has shifted from €15.05 to €17.89, reflecting updated assumptions around slower expected revenue contraction, slightly higher profit margins and a modestly higher future P/E multiple. This is in line with recent analyst price targets around €23 and commentary that the current valuation is viewed as fair but could improve with stronger interest income, solvency and payout metrics.ナラティブ更新 • Jan 08
PST: Fairly Valued Outlook Hinges On Interest Income And Payout Trends
Analysts have lifted their fair value estimate for Poste Italiane to €24.50 from €21.00, reflecting updated views on interest rate sensitivity, solvency and payout potential, and aligning with a series of recent price target adjustments across the Street. Analyst Commentary Recent Street research around Poste Italiane points to a cluster of price targets in the low to mid €20s, with several bullish analysts lifting their expectations over the past months.ナラティブ更新 • Dec 14
PST: Market Will Focus On Interest Income And Dividend Payout Stability
Analysts have nudged their consolidated price target for Poste Italiane slightly higher to about EUR 23, reflecting broadly supportive views on valuation and earnings quality despite only modest tweaks to growth and profitability assumptions. Analyst Commentary Recent Street research continues to frame Poste Italiane as a relatively resilient income and rate sensitive name, with most targets clustering just above EUR 21 and moving toward the EUR 23 level.ナラティブ更新 • Nov 29
PST: Market Will Weigh Interest Income And Payout Prospects Into 2025
Poste Italiane's fair value estimate has been revised upward by analysts to EUR 21.21 from EUR 20.95. This change reflects increased confidence in the company's growth prospects as well as updated research price targets.ナラティブ更新 • Nov 15
PST: Market Will Weigh Profit Guidance And Risk Shift Into 2025
Analysts have raised their fair value estimate for Poste Italiane to €20.95, up from €20.12. This change reflects updated expectations for the company's growth, risk profile, and profitability metrics.ナラティブ更新 • Oct 31
PST: Core Business Momentum And Execution Will Shape A Balanced Outlook
Poste Italiane's analyst price target has increased by approximately EUR 0.30 to EUR 20.12. Analysts cite a mix of raised and trimmed targets, supporting a stable outlook for the company.分析記事 • Oct 21
Poste Italiane S.p.A.'s (BIT:PST) Low P/E No Reason For Excitement
Poste Italiane S.p.A.'s ( BIT:PST ) price-to-earnings (or "P/E") ratio of 12.2x might make it look like a buy right now...ナラティブ更新 • Oct 17
E-commerce And Digital Payments Will Secure A Robust Market Future
Analysts have modestly increased their price target for Poste Italiane. They now expect shares to reach approximately EUR 21.50, reflecting slightly higher confidence in the company's stability and future growth potential.ナラティブ更新 • Oct 03
E-commerce And Digital Payments Will Secure A Robust Market Future
The analyst price target for Poste Italiane has risen modestly from €19.56 to €19.83, as analysts highlight improved revenue growth and slightly higher profit margin forecasts despite recent rating downgrades. Analyst Commentary Recent Street Research on Poste Italiane has provided a mixed view, with both bullish and bearish analysts highlighting factors that could influence the company’s stock performance and valuation.ナラティブ更新 • Sep 10
E-commerce And Digital Payments Will Secure A Robust Market Future
Analysts modestly raised Poste Italiane's price target to €19.56, citing resilient operations, strong profitability in logistics and insurance, and stable shareholder returns, though sentiment is mixed due to capped upside potential. Analyst Commentary Bullish analysts cite continued operational resilience and robust fundamentals as key drivers for modest upward price target revisions.
新しいナラティブ • Nov 08
Dynamic E-commerce Growth And Decisive Cost Management Drive Future Success
Strong growth in parcel revenues and Postepay Services, driven by e-commerce, enhances future revenue and market share for Poste Italiane.株主還元
| PST | IT Diversified Financial | IT 市場 | |
|---|---|---|---|
| 7D | 0.2% | 1.1% | 0.7% |
| 1Y | 39.4% | 28.1% | 25.9% |
業界別リターン: PST過去 1 年間で28.1 % の収益を上げたItalian Diversified Financial業界を上回りました。
リターン対市場: PST過去 1 年間で25.9 % の収益を上げたItalian市場を上回りました。
価格変動
| PST volatility | |
|---|---|
| PST Average Weekly Movement | 3.0% |
| Diversified Financial Industry Average Movement | 5.4% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in IT Market | 8.0% |
| 10% least volatile stocks in IT Market | 2.9% |
安定した株価: PST 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PSTの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1862 | 119,400 | Matteo Del Fante | www.posteitaliane.it |
Poste Italiane S.p.A. はイタリアで郵便、ロジスティクス、金融・保険の商品・サービスを提供している。4つのセグメントで事業を展開：郵便・小包・物流、PostePayサービス、金融サービス、保険サービス。郵便・小包・物流部門は、郵便、小包、物流管理サービスを提供し、物流ネットワークの活動にも従事している。PostePayサービス部門は、決済管理、決済カード、携帯・固定電話サービス、電力・ガス販売サービスを提供している。金融サービス部門は、当座預金、郵便貯金、投資信託、ローンなどの金融・保険商品およびサービスの提供・販売 を行っている。保険サービス部門は、生命保険および損害保険商品の発行を行っている。ポステ・イタリアーネS p.A.は1862年に設立され、イタリアのローマに本社を置いている。
Poste Italiane S.p.A. 基礎のまとめ
| PST 基礎統計学 | |
|---|---|
| 時価総額 | €33.92b |
| 収益（TTM） | €2.40b |
| 売上高(TTM) | €14.44b |
14.1x
PER（株価収益率2.3x
P/SレシオPST は割高か？
公正価値と評価分析を参照収益と収入
| PST 損益計算書（TTM） | |
|---|---|
| 収益 | €14.44b |
| 売上原価 | €9.01b |
| 売上総利益 | €5.04b |
| その他の費用 | €2.64b |
| 収益 | €2.40b |
直近の収益報告
Jun 30, 2026
次回決算日
Nov 11, 2026
| 一株当たり利益（EPS） | 1.85 |
| グロス・マージン | 34.88% |
| 純利益率 | 16.63% |
| 有利子負債／自己資本比率 | 726.3% |
PST の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.8%
現在の配当利回り46%
配当性向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 | 2026/07/31 09:01 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Poste Italiane S.p.A. 12 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。24
| アナリスト | 機関 |
|---|---|
| Gianmarco Bonacina | Banca Akros S.p.A. (ESN) |
| Enrico Esposti | Banca Akros S.p.A. (ESN) |
| Vincenzo Antonio Buono | Banca Akros S.p.A. (ESN) |