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Buzzi S.p.A.BIT:BZU 株式レポート

時価総額 €8.6b
株価
€48.00
€53.16
9.7% 割安 内在価値ディスカウント
1Y8.2%
7D9.2%
1D
ポートフォリオ価値
表示

Buzzi S.p.A.

BIT:BZU 株式レポート

時価総額:€8.6b

Buzzi(BZU)株式概要

Buzzi S.p.A.は、その子会社とともに、セメント、生コンクリート、骨材の製造、流通、販売を行っている。 詳細

BZU ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長0/6
過去の実績2/6
財務の健全性6/6
配当金4/6

報酬

リスク分析

リスクチェックの結果、BZU 、リスクは検出されなかった。

BZU Community Fair Values

Create Narrative

See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

Buzzi S.p.A. 競合他社

価格と性能

株価の高値、安値、推移の概要Buzzi
過去の株価
現在の株価€48.00
52週高値€54.75
52週安値€40.20
ベータ1.05
1ヶ月の変化11.24%
3ヶ月変化13.37%
1年変化8.21%
3年間の変化112.77%
5年間の変化115.63%
IPOからの変化622.49%

最新ニュース

ナラティブの更新 Jun 11

BZU: Upcoming Extraordinary Meeting And Mixed Ratings Will Shape Future Returns

Narrative Update: Buzzi The updated analyst price target for Buzzi edges slightly lower to about €53 from roughly €54, reflecting recent target cuts from some banks alongside mixed rating actions. Analysts cite modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions rather than any major shift in the story.
ナラティブの更新 May 28

BZU: Mixed Rating Shifts And Buybacks Will Shape Fairly Priced Outlook

Analysts now frame Buzzi with a revised price target of €45, down from earlier levels, reflecting recent cuts from several firms, even as underlying model inputs such as forecast revenue growth, profit margin and future P/E assumptions have been adjusted. Analyst Commentary Recent research updates on Buzzi show a mixed but cautious tone, with several bearish analysts trimming price targets and flagging possible downside risks, even as others turn more constructive.
ナラティブの更新 May 13

BZU: Buyback Programs And Mixed Rating Moves Will Shape Future Returns

Narrative Update: Buzzi Analysts have trimmed their average price target for Buzzi by about €1, reflecting slightly higher assumed discount rates and softer revenue growth expectations, partly offset by firmer profit margin and P/E assumptions following a mix of recent price target cuts and upgrades across the Street. Analyst Commentary Recent research on Buzzi shows a split view, with some analysts turning more constructive on the stock while others are trimming price targets by €1 to €5.

Recent updates

ナラティブの更新 Jun 11

BZU: Upcoming Extraordinary Meeting And Mixed Ratings Will Shape Future Returns

Narrative Update: Buzzi The updated analyst price target for Buzzi edges slightly lower to about €53 from roughly €54, reflecting recent target cuts from some banks alongside mixed rating actions. Analysts cite modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions rather than any major shift in the story.
ナラティブの更新 May 28

BZU: Mixed Rating Shifts And Buybacks Will Shape Fairly Priced Outlook

Analysts now frame Buzzi with a revised price target of €45, down from earlier levels, reflecting recent cuts from several firms, even as underlying model inputs such as forecast revenue growth, profit margin and future P/E assumptions have been adjusted. Analyst Commentary Recent research updates on Buzzi show a mixed but cautious tone, with several bearish analysts trimming price targets and flagging possible downside risks, even as others turn more constructive.
ナラティブの更新 May 13

BZU: Buyback Programs And Mixed Rating Moves Will Shape Future Returns

Narrative Update: Buzzi Analysts have trimmed their average price target for Buzzi by about €1, reflecting slightly higher assumed discount rates and softer revenue growth expectations, partly offset by firmer profit margin and P/E assumptions following a mix of recent price target cuts and upgrades across the Street. Analyst Commentary Recent research on Buzzi shows a split view, with some analysts turning more constructive on the stock while others are trimming price targets by €1 to €5.
ナラティブの更新 Apr 22

BZU: Share Repurchase Program Will Support Future Re-rating Potential

Analysts have reduced their average price target on Buzzi to about €60. This reflects slightly higher required returns and a lower assumed future P/E, while revenue growth and profitability assumptions remain broadly unchanged.
ナラティブの更新 Mar 21

BZU: JPMorgan Upgrade And Buyback Plan Will Shape Future Returns

Analysts have lifted their price targets on Buzzi by €2, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent research updates from major banks. Analyst Commentary Bullish Takeaways Bullish analysts see the €2 price target lift as aligned with updated fair value work, suggesting that revised assumptions on discount rate and earnings outlook support a higher valuation base.
ナラティブの更新 Mar 07

BZU: Eased Discount Rate Will Support Higher P/E And Upside Potential

Narrative Update on Buzzi Analysts have lifted their price target on Buzzi by €2, citing slightly adjusted assumptions on the discount rate, revenue growth, profit margin and future P/E that support a modestly higher valuation. Analyst Commentary Recent research points to a more constructive stance on Buzzi, with bullish analysts adjusting their assumptions on discount rates, revenue growth, profit margins and future P/E multiples to support a slightly higher valuation.
ナラティブの更新 Feb 20

BZU: Refreshed Discount Rate And P/E Framework Will Support Further Upside

The analyst price target for Buzzi has been raised by €2, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E to support the change. Analyst Commentary Recent research points to a more constructive stance on Buzzi, with the latest €2 price target adjustment reflecting refreshed views on what analysts see as a reasonable fair value for the shares.
ナラティブの更新 Feb 06

BZU: Higher Neutral Stance And Refined Assumptions May Unlock Further Upside

Analysts have nudged their price targets for Buzzi higher, with one recent move taking the target to €55 from €50. This change is supported by updated assumptions around discount rates, revenue growth and profitability, which together point to only a modest adjustment in estimated fair value.
分析記事 Jan 28

Buzzi S.p.A.'s (BIT:BZU) Intrinsic Value Is Potentially 25% Below Its Share Price

Key Insights Buzzi's estimated fair value is €37.14 based on 2 Stage Free Cash Flow to Equity Buzzi is estimated to be...
ナラティブの更新 Jan 23

BZU: Higher Fair Value And Citi Upgrade Will Support Further Upside

Analysts have lifted their fair value estimate for Buzzi from €54.00 to about €63.87, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that are broadly in line with the recent Street move to a €55 price target. Analyst Commentary Recent Street commentary on Buzzi points to a more constructive stance, with bullish analysts aligning closer to the updated fair value estimate and Street price targets around €55.
分析記事 Jan 13

Buzzi S.p.A.'s (BIT:BZU) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 10.9x Buzzi S.p.A. ( BIT:BZU ) may be sending bullish signals at the...
ナラティブの更新 Jan 08

BZU: CO2 Allowance Changes And Higher €55 Outlook Will Shape Returns

Analysts have nudged their price target on Buzzi higher to €55, up from €52, citing recent research that highlights limited upside at some brokers but an improved target level overall based on updated assumptions around discount rates and earnings multiples. Analyst Commentary Recent research on Buzzi reflects a mixed stance, with some analysts lifting price targets while others temper their enthusiasm on the shares.
ナラティブの更新 Dec 15

BZU: Energy Transition Costs Will Shape Returns Amid Stabilizing Construction Cycle

The analyst price target for Buzzi has been modestly raised, with fair value moving from about EUR 51.26 to EUR 52.57. Analysts are factoring in slightly stronger revenue growth expectations and a higher future earnings multiple, partly offset by a marginally lower profit margin and a steadying of sentiment reflected in recent rating changes.
ナラティブの更新 Nov 30

BZU: European Construction Cycle Stabilization Will Drive Performance Amid Regulatory Shifts

Analysts have raised their price target for Buzzi from €48.11 to €51.26. This reflects increased confidence in growth drivers and cement pricing trends across the sector.
分析記事 Nov 24

Returns Are Gaining Momentum At Buzzi (BIT:BZU)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
ナラティブの更新 Nov 16

BZU: European Construction Cycle Stabilization Will Balance Sector Risks Ahead

The analyst consensus price target for Buzzi has increased modestly from EUR 47.65 to EUR 48.11. This reflects analysts' expectations for stabilized construction demand and slightly improved margins, despite ongoing sector risks.
分析記事 Nov 11

Is Buzzi S.p.A. (BIT:BZU) Potentially Undervalued?

Buzzi S.p.A. ( BIT:BZU ) saw a significant share price rise of 25% in the past couple of months on the BIT. The recent...
ナラティブの更新 Nov 01

BZU: Stabilizing Construction Cycle And Pricing Trends Will Support Measured Performance Ahead

Buzzi's analyst price target has shifted higher in recent updates, with some analysts citing ongoing strength in European cement pricing and stabilization in the construction sector as key factors supporting an increase of up to EUR 9 in target valuations. Analyst Commentary Recent analyst research on Buzzi presents a complex picture, reflecting both confidence in the company's long-term prospects and some caution around near-term challenges.
ナラティブの更新 Oct 18

Expansion In Brazil And US Will Unlock Sustainable Opportunities

Buzzi’s analyst price target has edged up from €46.95 to €47.65, as analysts point to modestly improved growth expectations and continued regulatory and market tailwinds in the European building materials sector. Analyst Commentary Recent street research offers a mix of optimism and caution from major analysts on Buzzi, with updates to both ratings and price targets as the sector evolves.
分析記事 Oct 15

Buzzi S.p.A.'s (BIT:BZU) Price Is Right But Growth Is Lacking

Buzzi S.p.A.'s ( BIT:BZU ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right now compared...
分析記事 Oct 02

Buzzi (BIT:BZU) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Sep 20

Expansion In Brazil And US Will Unlock Sustainable Opportunities

Analysts have raised Buzzi’s price target slightly to €46.95, reflecting optimism over supportive European cement pricing and stable long-term demand despite ongoing cost and earnings risks, particularly in the U.S. and from higher capex. Analyst Commentary Bullish analysts see positive catalysts for cement pricing in Europe, including regulatory support and stabilization in the construction cycle, contributing to sector outperformance.
分析記事 Sep 18

Estimating The Intrinsic Value Of Buzzi S.p.A. (BIT:BZU)

Key Insights The projected fair value for Buzzi is €41.84 based on 2 Stage Free Cash Flow to Equity Buzzi's €47.36...
ナラティブの更新 Sep 05

Expansion In Brazil And US Will Unlock Sustainable Opportunities

Analysts have marginally raised Buzzi’s price target to €46.26, citing attractive valuation and German market exposure amid stabilizing European construction trends, though persistent caution remains due to U.S. macro risks, cost inflation, and concerns over free cash flow from capital expenditures. Analyst Commentary Analysts highlight Buzzi’s attractive valuation relative to peers and significant German market exposure, supporting the investment case.
分析記事 Aug 08

Buzzi S.p.A. (BIT:BZU) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?

BIT:BZU 1 Year Share Price vs Fair Value Explore Buzzi's Fair Values from the Community and select yours Last week, you...
分析記事 Jul 26

At €45.66, Is It Time To Put Buzzi S.p.A. (BIT:BZU) On Your Watch List?

While Buzzi S.p.A. ( BIT:BZU ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 Jun 20

Insufficient Growth At Buzzi S.p.A. (BIT:BZU) Hampers Share Price

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 16x, you may consider Buzzi...
User avatar
新しいナラティブ Mar 30

Brazil Consolidation And Gulf Cement Acquisition Will Optimize Efficiency

Strategic acquisitions and asset consolidation aim to maintain profitability and optimize net margins through higher-margin operations.

株主還元

BZUIT Basic MaterialsIT 市場
7D9.2%8.8%4.6%
1Y8.2%-4.9%27.6%

業界別リターン: BZU過去 1 年間で-4.9 % の収益を上げたItalian Basic Materials業界を上回りました。

リターン対市場: BZUは、過去 1 年間で27.6 % のリターンを上げたItalian市場を下回りました。

価格変動

Is BZU's price volatile compared to industry and market?
BZU volatility
BZU Average Weekly Movement5.7%
Basic Materials Industry Average Movement5.1%
Market Average Movement4.9%
10% most volatile stocks in IT Market8.3%
10% least volatile stocks in IT Market3.0%

安定した株価: BZU 、 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: BZUの 週次ボラティリティ ( 6% ) 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
187210,404Pietro Buzziwww.buzzi.com

Buzzi S.p.A.は子会社とともにセメント、生コンクリート、骨材の製造、流通、販売を行っている。主にイタリア、米国、ドイツ、ルクセンブルグ、オランダ、ポーランド、チェコ共和国、スロバキア、ウクライナ、メキシコ、ブラジルで事業を展開している。旧社名はBuzzi Unicem S.p.A.で、2023年5月に社名をBuzzi S.p.A.に変更した。同社は1872年に設立され、イタリアのカザーレ・モンフェッラートに本社を置いている。

Buzzi S.p.A. 基礎のまとめ

Buzzi の収益と売上を時価総額と比較するとどうか。
BZU 基礎統計学
時価総額€8.58b
収益(TTM)€921.31m
売上高(TTM)€4.53b
9.3x
PER(株価収益率
1.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BZU 損益計算書(TTM)
収益€4.53b
売上原価€2.57b
売上総利益€1.96b
その他の費用€1.04b
収益€921.31m

直近の収益報告

Dec 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)5.15
グロス・マージン43.25%
純利益率20.35%
有利子負債/自己資本比率4.9%

BZU 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

1.5%
現在の配当利回り
14%
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2026/06/17 10:35
終値2026/06/17 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

Buzzi S.p.A. 13 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。31

アナリスト機関
Andrea BelloliBanca Akros S.p.A. (ESN)
Katherine HearneBarclays
Tom ZhangBarclays