View ValuationLucisano Media Group 将来の成長Future 基準チェック /56Lucisano Media Group利益と収益がそれぞれ年間48.5%と22.2%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10.3% 48.4%なると予測されています。主要情報48.5%収益成長率48.41%EPS成長率Entertainment 収益成長52.1%収益成長率22.2%将来の株主資本利益率10.30%アナリストカバレッジLow最終更新日23 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Apr 24Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €60.0m to €50.0m. EPS estimate unchanged from €0.20 per share at last update. Entertainment industry in Italy expected to see average net income growth of 62% next year. Consensus price target of €1.80 unchanged from last update. Share price fell 2.7% to €1.08 over the past week.Major Estimate Revision • Oct 21Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €63.0m to €51.1m. EPS estimate fell from €0.395 to €0.332 per share. Net income forecast to shrink 10% next year vs 23% growth forecast for Entertainment industry in Italy . Consensus price target down from €2.10 to €1.80. Share price fell 2.7% to €1.09 over the past week.Price Target Changed • Apr 23Price target decreased by 9.5% to €1.90Down from €2.10, the current price target is provided by 1 analyst. New target price is 56% above last closing price of €1.22. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of €0.36 for next year compared to €0.34 last year.Major Estimate Revision • Oct 20Consensus EPS estimates increase by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €50.2m to €52.0m. EPS estimate increased from €0.16 to €0.21 per share. Net income forecast to shrink 44% next year vs 94% growth forecast for Entertainment industry in Italy . Consensus price target up from €2.00 to €2.10. Share price was steady at €1.22 over the past week.すべての更新を表示Recent updatesUpcoming Dividend • May 11Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.6%).Major Estimate Revision • Apr 24Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €60.0m to €50.0m. EPS estimate unchanged from €0.20 per share at last update. Entertainment industry in Italy expected to see average net income growth of 62% next year. Consensus price target of €1.80 unchanged from last update. Share price fell 2.7% to €1.08 over the past week.New Risk • Apr 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (€15.6m market cap, or US$18.4m).Reported Earnings • Apr 06Full year 2025 earnings releasedFull year 2025 results: Revenue: €51.0m (up 40% from FY 2024). Net income: €2.26m (down 10% from FY 2024). Profit margin: 4.4% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses.Declared Dividend • Apr 05Dividend reduced to €0.03Dividend of €0.03 is 25% lower than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.お知らせ • Apr 04Lucisano Media Group S.p.A. announces Annual dividend, payable on May 20, 2026Lucisano Media Group S.p.A. announced Annual dividend of EUR 0.0300 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.New Risk • Feb 26New 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 6.1% 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. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risks High level of debt (43% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (€19.9m market cap, or US$23.5m).Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.20, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Entertainment industry in Europe. Total returns to shareholders of 3.9% over the past three years.分析記事 • Feb 14There Is A Reason Lucisano Media Group S.p.A.'s (BIT:LMG) Price Is UndemandingLucisano Media Group S.p.A.'s ( BIT:LMG ) price-to-earnings (or "P/E") ratio of 3x might make it look like a strong buy...分析記事 • Oct 28Downgrade: The Latest Revenue And EPS Forecasts For Lucisano Media Group S.p.A. (BIT:LMG)Today is shaping up negative for Lucisano Media Group S.p.A. ( BIT:LMG ) shareholders, with the covering analyst...Major Estimate Revision • Oct 21Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €63.0m to €51.1m. EPS estimate fell from €0.395 to €0.332 per share. Net income forecast to shrink 10% next year vs 23% growth forecast for Entertainment industry in Italy . Consensus price target down from €2.10 to €1.80. Share price fell 2.7% to €1.09 over the past week.New Risk • Oct 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risks High level of debt (43% net debt to equity). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (€16.5m market cap, or US$19.2m).分析記事 • Oct 08Additional Considerations Required While Assessing Lucisano Media Group's (BIT:LMG) Strong EarningsUnsurprisingly, Lucisano Media Group S.p.A.'s ( BIT:LMG ) stock price was strong on the back of its healthy earnings...Board Change • Jul 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 12Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.7%).Board Change • Apr 22Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 11Lucisano Media Group S.p.A., Annual General Meeting, May 05, 2025Lucisano Media Group S.p.A., Annual General Meeting, May 05, 2025, at 10:30 W. Europe Standard Time.分析記事 • Apr 04Lucisano Media Group (BIT:LMG) Has Announced A Dividend Of €0.04The board of Lucisano Media Group S.p.A. ( BIT:LMG ) has announced that it will pay a dividend on the 21st of May, with...Reported Earnings • Apr 03Full year 2024 earnings releasedFull year 2024 results: Revenue: €50.9m (up 18% from FY 2023). Net income: €2.52m (down 51% from FY 2023). Profit margin: 5.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses.お知らせ • Apr 02Lucisano Media Group S.p.A. announces Annual dividend, payable on May 21, 2025Lucisano Media Group S.p.A. announced Annual dividend of EUR 0.0400 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Oct 06First half 2024 earnings releasedFirst half 2024 results: Revenue: €19.2m (down 3.8% from 1H 2023). Net income: €984.0k (down 71% from 1H 2023). Profit margin: 5.1% (down from 17% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Entertainment industry in Italy.New Risk • Oct 04New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (7.5% net profit margin). Market cap is less than US$100m (€12.5m market cap, or US$13.8m).分析記事 • Sep 25Lucisano Media Group S.p.A.'s (BIT:LMG) Business And Shares Still Trailing The MarketLucisano Media Group S.p.A.'s ( BIT:LMG ) price-to-earnings (or "P/E") ratio of 2.5x might make it look like a strong...分析記事 • May 21Lucisano Media Group S.p.A.'s (BIT:LMG) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 3.4x Lucisano Media Group S.p.A. ( BIT:LMG ) may be sending very bullish...Upcoming Dividend • May 13Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.7%).Price Target Changed • Apr 23Price target decreased by 9.5% to €1.90Down from €2.10, the current price target is provided by 1 analyst. New target price is 56% above last closing price of €1.22. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of €0.36 for next year compared to €0.34 last year.New Risk • Apr 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 28% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio). Minor Risks High level of debt (68% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€18.9m market cap, or US$20.0m).Major Estimate Revision • Oct 20Consensus EPS estimates increase by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €50.2m to €52.0m. EPS estimate increased from €0.16 to €0.21 per share. Net income forecast to shrink 44% next year vs 94% growth forecast for Entertainment industry in Italy . Consensus price target up from €2.00 to €2.10. Share price was steady at €1.22 over the past week.分析記事 • Oct 09We Like These Underlying Return On Capital Trends At Lucisano Media Group (BIT:LMG)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...New Risk • Oct 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 27% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio). Minor Risks High level of debt (68% net debt to equity). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (€20.1m market cap, or US$21.1m).分析記事 • Jul 11Some Investors May Be Worried About Lucisano Media Group's (BIT:LMG) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Upcoming Dividend • May 08Upcoming dividend of €0.04 per share at 3.1% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (2.1%).Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 03First half 2022 earnings released: EPS: €0.01 (vs €0.009 in 1H 2021)First half 2022 results: EPS: €0.01 (up from €0.009 in 1H 2021). Revenue: €21.2m (up 119% from 1H 2021). Net income: €145.0k (up 13% from 1H 2021). Profit margin: 0.7% (down from 1.3% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Entertainment industry in Italy. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.60, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 25x in the Entertainment industry in Italy. Total returns to shareholders of 1.6% over the past three years.Reported Earnings • Oct 03First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €13.0m (up 92% from 1H 2020). Net income: €75.0k (up €530.0k from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020).Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 25x in the Entertainment industry in Europe. Total loss to shareholders of 16% over the past three years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 25x in the Entertainment industry in Europe. Total loss to shareholders of 16% over the past three years.分析記事 • Sep 28Returns On Capital Signal Difficult Times Ahead For Lucisano Media Group (BIT:LMG)If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...分析記事 • May 31Lucisano Media Group (BIT:LMG) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Apr 26Lucisano Media Group's (BIT:LMG) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsLucisano Media Group S.p.A.'s ( BIT:LMG ) recent weak earnings report didn't cause a big stock movement. However, we...分析記事 • Jan 30How Well Is Lucisano Media Group (BIT:LMG) Allocating Its Capital?If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...Is New 90 Day High Low • Jan 19New 90-day high: €1.34The company is up 22% from its price of €1.10 on 21 October 2020. The Italian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 6.0% over the same period.Reported Earnings • Oct 10First half earnings releasedOver the last 12 months the company has reported total profits of €196.0k, down 94% from the prior year. Total revenue was €26.3m over the last 12 months, down 15% from the prior year.Is New 90 Day High Low • Oct 09New 90-day high: €1.21The company is up 5.0% from its price of €1.15 on 10 July 2020. The Italian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 12% over the same period.Is New 90 Day High Low • Sep 22New 90-day low: €0.99The company is down 16% from its price of €1.19 on 24 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 7.0% over the same period.業績と収益の成長予測BIT:LMG - 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12/31/2027606019112/31/2026503220112/31/2025382-616N/A9/30/2025454-1119N/A6/30/2025516-1522N/A3/31/2025444-1127N/A12/31/2024363-732N/A9/30/2024373-825N/A6/30/2024373-917N/A3/31/2024404-1216N/A12/31/2023435-1515N/A9/30/2023406-1419N/A6/30/2023366-1424N/A3/31/2023345-1920N/A12/31/2022323-2416N/A9/30/2022313-2410N/A6/30/2022302-254N/A3/31/2022292-199N/A12/31/2021282-1215N/A9/30/2021282-1215N/A6/30/2021292-1315N/A3/31/2021251-814N/A12/31/2020221-413N/A9/30/2020241-215N/A6/30/2020260117N/A3/31/2020291-114N/A12/31/2019322-311N/A9/30/2019313N/A11N/A6/30/2019313N/A11N/A3/31/2019313N/A10N/A12/31/2018313N/A9N/A9/30/2018324N/A7N/A6/30/2018324N/A6N/A3/31/2018314N/A6N/A12/31/2017304N/A6N/A9/30/2017304N/A7N/A6/30/2017304N/A9N/A3/31/2017324N/A12N/A12/31/2016334N/A15N/A9/30/2016384N/A16N/A6/30/2016435N/A17N/A3/31/2016435N/A14N/A12/31/2015425N/A11N/A9/30/2015394N/A8N/A6/30/2015363N/A6N/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: LMGの予測収益成長率 (年間48.5% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: LMGの収益 ( 48.5% ) はItalian市場 ( 11.3% ) 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: LMGの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: LMGの収益 ( 22.2% ) Italian市場 ( 5.7% ) よりも速いペースで成長すると予測されています。高い収益成長: LMGの収益 ( 22.2% ) 20%よりも速いペースで成長すると予測されています。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: LMG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 ( 10.3 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/05/25 12:39終値2026/05/25 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や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Lucisano Media Group S.p.A. 1 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。1 アナリスト機関Giada CabrinoIntesa Sanpaolo Equity Research
Major Estimate Revision • Apr 24Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €60.0m to €50.0m. EPS estimate unchanged from €0.20 per share at last update. Entertainment industry in Italy expected to see average net income growth of 62% next year. Consensus price target of €1.80 unchanged from last update. Share price fell 2.7% to €1.08 over the past week.
Major Estimate Revision • Oct 21Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €63.0m to €51.1m. EPS estimate fell from €0.395 to €0.332 per share. Net income forecast to shrink 10% next year vs 23% growth forecast for Entertainment industry in Italy . Consensus price target down from €2.10 to €1.80. Share price fell 2.7% to €1.09 over the past week.
Price Target Changed • Apr 23Price target decreased by 9.5% to €1.90Down from €2.10, the current price target is provided by 1 analyst. New target price is 56% above last closing price of €1.22. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of €0.36 for next year compared to €0.34 last year.
Major Estimate Revision • Oct 20Consensus EPS estimates increase by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €50.2m to €52.0m. EPS estimate increased from €0.16 to €0.21 per share. Net income forecast to shrink 44% next year vs 94% growth forecast for Entertainment industry in Italy . Consensus price target up from €2.00 to €2.10. Share price was steady at €1.22 over the past week.
Upcoming Dividend • May 11Upcoming dividend of €0.03 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.6%).
Major Estimate Revision • Apr 24Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from €60.0m to €50.0m. EPS estimate unchanged from €0.20 per share at last update. Entertainment industry in Italy expected to see average net income growth of 62% next year. Consensus price target of €1.80 unchanged from last update. Share price fell 2.7% to €1.08 over the past week.
New Risk • Apr 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (€15.6m market cap, or US$18.4m).
Reported Earnings • Apr 06Full year 2025 earnings releasedFull year 2025 results: Revenue: €51.0m (up 40% from FY 2024). Net income: €2.26m (down 10% from FY 2024). Profit margin: 4.4% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses.
Declared Dividend • Apr 05Dividend reduced to €0.03Dividend of €0.03 is 25% lower than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend.
お知らせ • Apr 04Lucisano Media Group S.p.A. announces Annual dividend, payable on May 20, 2026Lucisano Media Group S.p.A. announced Annual dividend of EUR 0.0300 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
New Risk • Feb 26New 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 6.1% 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. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risks High level of debt (43% net debt to equity). Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (€19.9m market cap, or US$23.5m).
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.20, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 12x in the Entertainment industry in Europe. Total returns to shareholders of 3.9% over the past three years.
分析記事 • Feb 14There Is A Reason Lucisano Media Group S.p.A.'s (BIT:LMG) Price Is UndemandingLucisano Media Group S.p.A.'s ( BIT:LMG ) price-to-earnings (or "P/E") ratio of 3x might make it look like a strong buy...
分析記事 • Oct 28Downgrade: The Latest Revenue And EPS Forecasts For Lucisano Media Group S.p.A. (BIT:LMG)Today is shaping up negative for Lucisano Media Group S.p.A. ( BIT:LMG ) shareholders, with the covering analyst...
Major Estimate Revision • Oct 21Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €63.0m to €51.1m. EPS estimate fell from €0.395 to €0.332 per share. Net income forecast to shrink 10% next year vs 23% growth forecast for Entertainment industry in Italy . Consensus price target down from €2.10 to €1.80. Share price fell 2.7% to €1.09 over the past week.
New Risk • Oct 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. High level of non-cash earnings (27% accrual ratio). Minor Risks High level of debt (43% net debt to equity). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (€16.5m market cap, or US$19.2m).
分析記事 • Oct 08Additional Considerations Required While Assessing Lucisano Media Group's (BIT:LMG) Strong EarningsUnsurprisingly, Lucisano Media Group S.p.A.'s ( BIT:LMG ) stock price was strong on the back of its healthy earnings...
Board Change • Jul 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jul 09Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 12Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.7%).
Board Change • Apr 22Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 11Lucisano Media Group S.p.A., Annual General Meeting, May 05, 2025Lucisano Media Group S.p.A., Annual General Meeting, May 05, 2025, at 10:30 W. Europe Standard Time.
分析記事 • Apr 04Lucisano Media Group (BIT:LMG) Has Announced A Dividend Of €0.04The board of Lucisano Media Group S.p.A. ( BIT:LMG ) has announced that it will pay a dividend on the 21st of May, with...
Reported Earnings • Apr 03Full year 2024 earnings releasedFull year 2024 results: Revenue: €50.9m (up 18% from FY 2023). Net income: €2.52m (down 51% from FY 2023). Profit margin: 5.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses.
お知らせ • Apr 02Lucisano Media Group S.p.A. announces Annual dividend, payable on May 21, 2025Lucisano Media Group S.p.A. announced Annual dividend of EUR 0.0400 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Oct 06First half 2024 earnings releasedFirst half 2024 results: Revenue: €19.2m (down 3.8% from 1H 2023). Net income: €984.0k (down 71% from 1H 2023). Profit margin: 5.1% (down from 17% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 38% p.a. on average during the next 2 years, compared to a 6.5% growth forecast for the Entertainment industry in Italy.
New Risk • Oct 04New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (7.5% net profit margin). Market cap is less than US$100m (€12.5m market cap, or US$13.8m).
分析記事 • Sep 25Lucisano Media Group S.p.A.'s (BIT:LMG) Business And Shares Still Trailing The MarketLucisano Media Group S.p.A.'s ( BIT:LMG ) price-to-earnings (or "P/E") ratio of 2.5x might make it look like a strong...
分析記事 • May 21Lucisano Media Group S.p.A.'s (BIT:LMG) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 3.4x Lucisano Media Group S.p.A. ( BIT:LMG ) may be sending very bullish...
Upcoming Dividend • May 13Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.4%). Higher than average of industry peers (1.7%).
Price Target Changed • Apr 23Price target decreased by 9.5% to €1.90Down from €2.10, the current price target is provided by 1 analyst. New target price is 56% above last closing price of €1.22. Stock is down 6.9% over the past year. The company is forecast to post earnings per share of €0.36 for next year compared to €0.34 last year.
New Risk • Apr 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 28% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio). Minor Risks High level of debt (68% net debt to equity). Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (€18.9m market cap, or US$20.0m).
Major Estimate Revision • Oct 20Consensus EPS estimates increase by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €50.2m to €52.0m. EPS estimate increased from €0.16 to €0.21 per share. Net income forecast to shrink 44% next year vs 94% growth forecast for Entertainment industry in Italy . Consensus price target up from €2.00 to €2.10. Share price was steady at €1.22 over the past week.
分析記事 • Oct 09We Like These Underlying Return On Capital Trends At Lucisano Media Group (BIT:LMG)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
New Risk • Oct 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 27% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio). Minor Risks High level of debt (68% net debt to equity). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (€20.1m market cap, or US$21.1m).
分析記事 • Jul 11Some Investors May Be Worried About Lucisano Media Group's (BIT:LMG) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Upcoming Dividend • May 08Upcoming dividend of €0.04 per share at 3.1% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Trailing yield: 3.1%. Lower than top quartile of Italian dividend payers (5.2%). Higher than average of industry peers (2.1%).
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. 1 independent director (4 non-independent directors). Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 03First half 2022 earnings released: EPS: €0.01 (vs €0.009 in 1H 2021)First half 2022 results: EPS: €0.01 (up from €0.009 in 1H 2021). Revenue: €21.2m (up 119% from 1H 2021). Net income: €145.0k (up 13% from 1H 2021). Profit margin: 0.7% (down from 1.3% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Entertainment industry in Italy. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Independent Director Roberto Cappelli was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to €1.60, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 25x in the Entertainment industry in Italy. Total returns to shareholders of 1.6% over the past three years.
Reported Earnings • Oct 03First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €13.0m (up 92% from 1H 2020). Net income: €75.0k (up €530.0k from 1H 2020). Profit margin: 0.6% (up from net loss in 1H 2020).
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 25x in the Entertainment industry in Europe. Total loss to shareholders of 16% over the past three years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 25x in the Entertainment industry in Europe. Total loss to shareholders of 16% over the past three years.
分析記事 • Sep 28Returns On Capital Signal Difficult Times Ahead For Lucisano Media Group (BIT:LMG)If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 • May 31Lucisano Media Group (BIT:LMG) Seems To Be Using A Lot Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Apr 26Lucisano Media Group's (BIT:LMG) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsLucisano Media Group S.p.A.'s ( BIT:LMG ) recent weak earnings report didn't cause a big stock movement. However, we...
分析記事 • Jan 30How Well Is Lucisano Media Group (BIT:LMG) Allocating Its Capital?If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...
Is New 90 Day High Low • Jan 19New 90-day high: €1.34The company is up 22% from its price of €1.10 on 21 October 2020. The Italian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 6.0% over the same period.
Reported Earnings • Oct 10First half earnings releasedOver the last 12 months the company has reported total profits of €196.0k, down 94% from the prior year. Total revenue was €26.3m over the last 12 months, down 15% from the prior year.
Is New 90 Day High Low • Oct 09New 90-day high: €1.21The company is up 5.0% from its price of €1.15 on 10 July 2020. The Italian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is down 12% over the same period.
Is New 90 Day High Low • Sep 22New 90-day low: €0.99The company is down 16% from its price of €1.19 on 24 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is down 7.0% over the same period.