View ValuationFranchi Umberto Marmi 将来の成長Future 基準チェック /26Franchi Umberto Marmi利益と収益がそれぞれ年間14.1%と4.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.7% 14.1%なると予測されています。主要情報14.1%収益成長率14.08%EPS成長率Basic Materials 収益成長18.1%収益成長率4.1%将来の株主資本利益率7.65%アナリストカバレッジLow最終更新日22 Jun 2026今後の成長に関する最新情報Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.分析記事 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.すべての更新を表示Recent updatesお知らせ • Apr 10Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026, at 16:00 W. Europe Standard Time.Buy Or Sell Opportunity • Jan 16Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to €3.93. The fair value is estimated to be €4.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.Buy Or Sell Opportunity • Jul 02Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to €4.70. The fair value is estimated to be €6.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Upcoming Dividend • Jun 02Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 11 June 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.9%).分析記事 • May 16Calculating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Franchi Umberto Marmi fair value estimate is €5.69 Franchi...Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.Buy Or Sell Opportunity • May 05Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to €4.31. The fair value is estimated to be €3.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to €4.41. The fair value is estimated to be €3.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.お知らせ • Apr 15Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025, at 16:00 W. Europe Standard Time.お知らせ • Mar 30Franchi Umberto Marmi S.p.A. announces Annual dividend, payable on June 11, 2025Franchi Umberto Marmi S.p.A. announced Annual dividend of EUR 0.1000 per share payable on June 11, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.New Risk • Sep 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 22% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (15% net profit margin).Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.Upcoming Dividend • May 06Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.4%).Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €0.40 (vs €0.53 in FY 2022)Full year 2023 results: EPS: €0.40 (down from €0.53 in FY 2022). Revenue: €74.7m (down 1.5% from FY 2022). Net income: €13.0m (down 25% from FY 2022). Profit margin: 17% (down from 23% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.分析記事 • Mar 26Estimating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Franchi Umberto Marmi's estimated fair value is €6.14 based on 2 Stage Free Cash Flow to Equity Franchi...お知らせ • Jan 23Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl.Franchi Umberto Marmi S.p.A. (BIT:FUM) agreed to acquire 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl for €67 million on December 14, 2020. The value of the transaction is €67 million and provides for the reinvestment of GVM in FUM with an equity investment equal to 9% of the share capital. In particular, Faggioni holds the rights to exploit 50% of two of the most important quarries in the Carrara district located in Miseglia, an area of great value specialized in the extraction of the most sought-after qualities of marble, including Statuario and Calacatta. The board of directors of Franchi Umberto Marmi has approved the completion of the preliminary contract for the purchase of 50% of the shares.Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl on January 22, 2024.Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.71 per share.Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.Reported Earnings • Sep 25First half 2023 earnings released: EPS: €0.25 (vs €0.28 in 1H 2022)First half 2023 results: EPS: €0.25 (down from €0.28 in 1H 2022). Revenue: €37.8m (down 9.6% from 1H 2022). Net income: €8.11m (down 13% from 1H 2022). Profit margin: 22% (in line with 1H 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in Europe.Upcoming Dividend • Jun 05Upcoming dividend of €0.29 per share at 3.7% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Italian dividend payers (5.2%). In line with average of industry peers (3.6%).Reported Earnings • May 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.53 (up from €0.32 in FY 2021). Revenue: €75.8m (up 16% from FY 2021). Net income: €17.2m (up 66% from FY 2021). Profit margin: 23% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.0%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Basic Materials industry in Europe.Board Change • Nov 16Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Jul 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €11.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €11.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.お知らせ • Jun 16Giulio Vanelli Marmi SRL acquired additional 0.014009% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million.Giulio Vanelli Marmi SRL acquired additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million on June 14, 2022. Giulio Vanelli Marmi SRL completed the acquisition of additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) on June 14, 2022.Board Change • Apr 27Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Apr 18Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (4.1%).分析記事 • Mar 19We Like The Quality Of Franchi Umberto Marmi's (BIT:FUM) EarningsFranchi Umberto Marmi S.p.A. ( BIT:FUM ) announced a healthy earnings result recently, and the market rewarded it with...分析記事 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.32 (down from €0.34 in FY 2020). Revenue: €65.3m (up 28% from FY 2020). Net income: €10.4m (flat on FY 2020). Profit margin: 16% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 37%. Over the next year, revenue is forecast to grow 10%, compared to a 8.5% growth forecast for the industry in Italy.Buying Opportunity • Mar 04Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €10.97, 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 year. Earnings per share has declined by 27% over the last year.Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.Upcoming Dividend • May 04Inaugural dividend of €0.24 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. This is the first dividend for Franchi Umberto Marmi since going public. The average dividend yield among industry peers is 2.7%.分析記事 • Apr 30A Look At The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Does the April share price for Franchi Umberto Marmi S.p.A. ( BIT:FUM ) reflect what it's really worth? Today, we will...Is New 90 Day High Low • Feb 12New 90-day low: €8.20The company is down 1.0% from its price of €8.30 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.17 per share.分析記事 • Jan 10Are Investors Undervaluing Franchi Umberto Marmi S.p.A. (BIT:FUM) By 33%?How far off is Franchi Umberto Marmi S.p.A. ( BIT:FUM ) from its intrinsic value? Using the most recent financial data...業績と収益の成長予測BIT:FUM - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202886111518212/31/202785101417312/31/20268191115312/31/20257671820N/A9/30/20257671014N/A6/30/202576728N/A3/31/202578917N/A12/31/20248010-16N/A9/30/20248011311N/A6/30/20248012615N/A3/31/20247713514N/A12/31/20237413413N/A9/30/202373151520N/A6/30/202372162527N/A3/31/202374172223N/A12/31/202276171819N/A9/30/202275151314N/A6/30/2022741389N/A3/31/202269121516N/A12/31/202165102224N/A9/30/202162101416N/A6/30/2021591068N/A3/31/2021551035N/A12/31/2020511002N/A12/31/20196517914N/A12/31/20186121N/A12N/A12/31/20175119N/A13N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: FUMの予測収益成長率 (年間14.1% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: FUMの収益 ( 14.1% ) はItalian市場 ( 10.9% ) よりも速いペースで成長すると予測されています。高成長収益: FUMの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: FUMの収益 ( 4.1% ) Italian市場 ( 5.9% ) よりも低い成長が予測されています。高い収益成長: FUMの収益 ( 4.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: FUMの 自己資本利益率 は、3年後には低くなると予測されています ( 7.7 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/17 19:12終値2026/07/17 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Franchi Umberto Marmi S.p.A. 3 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。6 アナリスト機関Luca ArenaAlantra Capital Markets ResearchCatharina ClaesBerenbergAnna FrontaniBerenberg3 その他のアナリストを表示
Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.
Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.
Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.
Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.
分析記事 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...
Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.
お知らせ • Apr 10Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026, at 16:00 W. Europe Standard Time.
Buy Or Sell Opportunity • Jan 16Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to €3.93. The fair value is estimated to be €4.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.
Buy Or Sell Opportunity • Jul 02Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to €4.70. The fair value is estimated to be €6.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Upcoming Dividend • Jun 02Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 11 June 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.9%).
分析記事 • May 16Calculating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Franchi Umberto Marmi fair value estimate is €5.69 Franchi...
Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.
Buy Or Sell Opportunity • May 05Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to €4.31. The fair value is estimated to be €3.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to €4.41. The fair value is estimated to be €3.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
お知らせ • Apr 15Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025, at 16:00 W. Europe Standard Time.
お知らせ • Mar 30Franchi Umberto Marmi S.p.A. announces Annual dividend, payable on June 11, 2025Franchi Umberto Marmi S.p.A. announced Annual dividend of EUR 0.1000 per share payable on June 11, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.
New Risk • Sep 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 22% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (15% net profit margin).
Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.
Upcoming Dividend • May 06Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.4%).
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €0.40 (vs €0.53 in FY 2022)Full year 2023 results: EPS: €0.40 (down from €0.53 in FY 2022). Revenue: €74.7m (down 1.5% from FY 2022). Net income: €13.0m (down 25% from FY 2022). Profit margin: 17% (down from 23% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
分析記事 • Mar 26Estimating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Franchi Umberto Marmi's estimated fair value is €6.14 based on 2 Stage Free Cash Flow to Equity Franchi...
お知らせ • Jan 23Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl.Franchi Umberto Marmi S.p.A. (BIT:FUM) agreed to acquire 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl for €67 million on December 14, 2020. The value of the transaction is €67 million and provides for the reinvestment of GVM in FUM with an equity investment equal to 9% of the share capital. In particular, Faggioni holds the rights to exploit 50% of two of the most important quarries in the Carrara district located in Miseglia, an area of great value specialized in the extraction of the most sought-after qualities of marble, including Statuario and Calacatta. The board of directors of Franchi Umberto Marmi has approved the completion of the preliminary contract for the purchase of 50% of the shares.Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl on January 22, 2024.
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.71 per share.
Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.
Reported Earnings • Sep 25First half 2023 earnings released: EPS: €0.25 (vs €0.28 in 1H 2022)First half 2023 results: EPS: €0.25 (down from €0.28 in 1H 2022). Revenue: €37.8m (down 9.6% from 1H 2022). Net income: €8.11m (down 13% from 1H 2022). Profit margin: 22% (in line with 1H 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in Europe.
Upcoming Dividend • Jun 05Upcoming dividend of €0.29 per share at 3.7% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Italian dividend payers (5.2%). In line with average of industry peers (3.6%).
Reported Earnings • May 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.53 (up from €0.32 in FY 2021). Revenue: €75.8m (up 16% from FY 2021). Net income: €17.2m (up 66% from FY 2021). Profit margin: 23% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.0%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Basic Materials industry in Europe.
Board Change • Nov 16Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Jul 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €11.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €11.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
お知らせ • Jun 16Giulio Vanelli Marmi SRL acquired additional 0.014009% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million.Giulio Vanelli Marmi SRL acquired additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million on June 14, 2022. Giulio Vanelli Marmi SRL completed the acquisition of additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) on June 14, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Apr 18Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (4.1%).
分析記事 • Mar 19We Like The Quality Of Franchi Umberto Marmi's (BIT:FUM) EarningsFranchi Umberto Marmi S.p.A. ( BIT:FUM ) announced a healthy earnings result recently, and the market rewarded it with...
分析記事 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.32 (down from €0.34 in FY 2020). Revenue: €65.3m (up 28% from FY 2020). Net income: €10.4m (flat on FY 2020). Profit margin: 16% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 37%. Over the next year, revenue is forecast to grow 10%, compared to a 8.5% growth forecast for the industry in Italy.
Buying Opportunity • Mar 04Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €10.97, 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 year. Earnings per share has declined by 27% over the last year.
Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.
Upcoming Dividend • May 04Inaugural dividend of €0.24 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. This is the first dividend for Franchi Umberto Marmi since going public. The average dividend yield among industry peers is 2.7%.
分析記事 • Apr 30A Look At The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Does the April share price for Franchi Umberto Marmi S.p.A. ( BIT:FUM ) reflect what it's really worth? Today, we will...
Is New 90 Day High Low • Feb 12New 90-day low: €8.20The company is down 1.0% from its price of €8.30 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.17 per share.
分析記事 • Jan 10Are Investors Undervaluing Franchi Umberto Marmi S.p.A. (BIT:FUM) By 33%?How far off is Franchi Umberto Marmi S.p.A. ( BIT:FUM ) from its intrinsic value? Using the most recent financial data...