Reply S.p.A.

BIT:REY 株式レポート

時価総額:€3.7b

Reply 過去の業績

過去 基準チェック /56

Replyは、平均年間13.6%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間16.5% 13.1%収益成長率で 成長しています。 Replyの自己資本利益率は17%であり、純利益率は10.2%です。

主要情報

13.65%

収益成長率

14.13%

EPS成長率

IT 業界の成長24.90%
収益成長率13.06%
株主資本利益率16.95%
ネット・マージン10.24%
次回の業績アップデート15 May 2026

最近の業績更新

分析記事 Apr 08

We Think Reply's (BIT:REY) Robust Earnings Are Conservative

Reply S.p.A.'s ( BIT:REY ) strong earnings report was rewarded with a positive stock price move. Our analysis found...

Recent updates

新しいナラティブ Feb 22

The nimble tech network turning innovation into profits

Reply is a European IT consulting and digital transformation group that works as a network of specialised teams that focus on key tech trends like AI, cloud computing, data platforms and cybersecurity. This model makes it feel more like a group of focused experts than a classic consultancy, and that seems to help it stay flexible, innovative and closer to the real needs of clients.
分析記事 Jan 18

Some Shareholders Feeling Restless Over Reply S.p.A.'s (BIT:REY) P/E Ratio

There wouldn't be many who think Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 15.9x is worth a...
分析記事 Dec 06

Capital Investment Trends At Reply (BIT:REY) Look Strong

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Nov 16

Reply S.p.A. (BIT:REY) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
分析記事 Sep 25

Is Now The Time To Put Reply (BIT:REY) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Aug 27

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Aug 06

Reply S.p.A. (BIT:REY) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

BIT:REY 1 Year Share Price vs Fair Value Explore Reply's Fair Values from the Community and select yours Shareholders...
分析記事 Aug 03

Is Reply (BIT:REY) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 18

Reply S.p.A.'s (BIT:REY) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 23.8x Reply S.p.A. ( BIT:REY ) may be sending bearish signals at the...
分析記事 Jun 15

When Should You Buy Reply S.p.A. (BIT:REY)?

While Reply S.p.A. ( BIT:REY ) might not have the largest market cap around , it saw significant share price movement...
分析記事 Apr 21

We Think Reply (BIT:REY) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 08

We Think Reply's (BIT:REY) Robust Earnings Are Conservative

Reply S.p.A.'s ( BIT:REY ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
分析記事 Mar 06

Reply S.p.A.'s (BIT:REY) Business Is Trailing The Market But Its Shares Aren't

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider Reply...
分析記事 Feb 16

At €164, Is It Time To Put Reply S.p.A. (BIT:REY) On Your Watch List?

Reply S.p.A. ( BIT:REY ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
分析記事 Jan 29

Reply (BIT:REY) Might Become A Compounding Machine

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Dec 24

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 18

Subdued Growth No Barrier To Reply S.p.A.'s (BIT:REY) Price

Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a strong sell right now...
分析記事 Nov 03

At €142, Is Reply S.p.A. (BIT:REY) Worth Looking At Closely?

While Reply S.p.A. ( BIT:REY ) might not have the largest market cap around , it saw a double-digit share price rise of...
分析記事 Oct 19

A Look Into Reply's (BIT:REY) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Sep 18

Is Reply (BIT:REY) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Aug 18

Is Reply S.p.A. (BIT:REY) Worth €134 Based On Its Intrinsic Value?

Key Insights Reply's estimated fair value is €101 based on 2 Stage Free Cash Flow to Equity Reply is estimated to be...
分析記事 Jul 15

Reply S.p.A.'s (BIT:REY) Share Price Could Signal Some Risk

Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 28.3x might make it look like a strong sell right now...
分析記事 Jun 26

Is Reply S.p.A. (BIT:REY) Potentially Undervalued?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw a decent share price growth of 16% on the BIT over...
分析記事 Jun 08

Reply (BIT:REY) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Apr 16

What Reply S.p.A.'s (BIT:REY) P/E Is Not Telling You

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider Reply...
分析記事 Mar 16

Reply S.p.A. (BIT:REY) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
分析記事 Mar 06

Reply S.p.A.'s (BIT:REY) Intrinsic Value Is Potentially 24% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Reply fair value estimate is €92.79 Reply is estimated to be...
分析記事 Feb 12

Investors Shouldn't Overlook The Favourable Returns On Capital At Reply (BIT:REY)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Jan 15

Risks To Shareholder Returns Are Elevated At These Prices For Reply S.p.A. (BIT:REY)

With a price-to-earnings (or "P/E") ratio of 23.4x Reply S.p.A. ( BIT:REY ) may be sending very bearish signals at the...
分析記事 Dec 25

Why Reply S.p.A. (BIT:REY) Could Be Worth Watching

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw a significant share price rise of 45% in the past...
分析記事 Dec 10

Is Reply (BIT:REY) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Nov 11

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 Sep 22

Are Reply S.p.A. (BIT:REY) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Reply fair value estimate is €66.92 Reply is estimated to be...
分析記事 Sep 03

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Aug 13

Is Now An Opportune Moment To Examine Reply S.p.A. (BIT:REY)?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 Jul 26

Reply (BIT:REY) Knows How To Allocate Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 Jun 02

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 May 04

Reply's (BIT:REY) Dividend Will Be Increased To €1.00

Reply S.p.A. ( BIT:REY ) will increase its dividend from last year's comparable payment on the 24th of May to €1.00...
分析記事 Apr 20

Reply's (BIT:REY) Upcoming Dividend Will Be Larger Than Last Year's

Reply S.p.A.'s ( BIT:REY ) dividend will be increasing from last year's payment of the same period to €1.00 on 24th of...
分析記事 Apr 18

Is Reply S.p.A. (BIT:REY) Potentially Undervalued?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Mar 25

Reply's (BIT:REY) Dividend Will Be Increased To €1.00

Reply S.p.A. ( BIT:REY ) will increase its dividend from last year's comparable payment on the 24th of May to €1.00...
分析記事 Jan 06

Why Reply S.p.A. (BIT:REY) Could Be Worth Watching

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Dec 19

Reply (BIT:REY) Knows How To Allocate Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Nov 18

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

収支内訳

Reply の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

BIT:REY 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
31 Dec 252,450251110
30 Sep 252,451263120
30 Jun 252,406244120
31 Mar 252,35022590
31 Dec 242,29621180
30 Sep 242,26423280
30 Jun 242,21921990
31 Mar 242,17322190
31 Dec 232,14218790
30 Sep 232,05522880
30 Jun 232,05422980
31 Mar 231,98619270
31 Dec 221,91119170
30 Sep 221,79417360
30 Jun 221,67815560
31 Mar 221,59015350
31 Dec 211,50115150
30 Sep 211,43514640
30 Jun 211,36814140
31 Mar 211,31212540
31 Dec 201,27012440
30 Sep 201,25812140
30 Jun 201,24711840
31 Mar 201,23911440
31 Dec 191,20611440
30 Sep 191,16610960
30 Jun 191,12710370
31 Mar 191,08311180
31 Dec 181,05110090
30 Sep 181,0059480
30 Jun 189608980
31 Mar 189318380
31 Dec 179027880
30 Sep 178797580
30 Jun 178557380
31 Mar 178287080
31 Dec 168006880
30 Sep 167816380
30 Jun 167625980
31 Mar 167425880
31 Dec 157215780
30 Sep 157035580
30 Jun 156845480

質の高い収益: REYは 高品質の収益 を持っています。

利益率の向上: REYの現在の純利益率 (10.2%)は、昨年(9.2%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: REYの収益は過去 5 年間で年間13.6%増加しました。

成長の加速: REYの過去 1 年間の収益成長率 ( 18.8% ) は、5 年間の平均 ( 年間13.6%を上回っています。

収益対業界: REYの過去 1 年間の収益成長率 ( 18.8% ) はIT業界12%を上回りました。


株主資本利益率

高いROE: REYの 自己資本利益率 ( 17% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/07 07:07
終値2026/05/07 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

Reply S.p.A. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Andrea TodeschiniBanca Akros S.p.A. (ESN)
Giorgia ArianoBanca Akros S.p.A. (ESN)
Andrea TodeschiniBanca Akros S.p.A. (ESN)