View Future GrowthGefran 過去の業績過去 基準チェック /16Gefranの収益は年間平均-2%の割合で減少していますが、 Electronic業界の収益は年間 減少しています。収益は年間23.6% 2.3%割合で 増加しています。 Gefranの自己資本利益率は9.1%であり、純利益率は6.7%です。主要情報-2.00%収益成長率-1.28%EPS成長率Electronic 業界の成長13.71%収益成長率2.32%株主資本利益率9.06%ネット・マージン6.72%次回の業績アップデート06 Aug 2026最近の業績更新Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.26 (vs €0.29 in 1Q 2025)First quarter 2026 results: EPS: €0.26 (down from €0.29 in 1Q 2025). Revenue: €37.0m (flat on 1Q 2025). Net income: €3.71m (down 9.3% from 1Q 2025). Profit margin: 10.0% (down from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: €0.69 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €0.69 (down from €0.79 in FY 2024). Revenue: €141.2m (up 4.8% from FY 2024). Net income: €9.87m (down 11% from FY 2024). Profit margin: 7.0% (down from 8.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.お知らせ • Dec 02+ 3 more updatesGefran S.p.A. to Report First Half, 2026 Results on Aug 06, 2026Gefran S.p.A. announced that they will report first half, 2026 results on Aug 06, 2026分析記事 • Nov 21There May Be Reason For Hope In Gefran's (BIT:GE) Disappointing EarningsGefran S.p.A.'s ( BIT:GE ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...お知らせ • Nov 19Gefran S.p.A. to Report Fiscal Year 2025 Results on Feb 12, 2026Gefran S.p.A. announced that they will report fiscal year 2025 results at 10:00 AM, Central European Standard Time on Feb 12, 2026Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: €0.15 (vs €0.21 in 3Q 2024)Third quarter 2025 results: EPS: €0.15 (down from €0.21 in 3Q 2024). Revenue: €33.5m (up 2.9% from 3Q 2024). Net income: €2.15m (down 27% from 3Q 2024). Profit margin: 6.4% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.すべての更新を表示Recent updatesReported Earnings • May 17First quarter 2026 earnings released: EPS: €0.26 (vs €0.29 in 1Q 2025)First quarter 2026 results: EPS: €0.26 (down from €0.29 in 1Q 2025). Revenue: €37.0m (flat on 1Q 2025). Net income: €3.71m (down 9.3% from 1Q 2025). Profit margin: 10.0% (down from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.New Risk • May 15New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Apr 27Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (1.4%).Declared Dividend • Mar 20Dividend of €0.43 announcedDividend of €0.43 is the same as last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 19Gefran S.p.A. announces Annual dividend, payable on May 06, 2026Gefran S.p.A. announced Annual dividend of EUR 0.4300 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.Reported Earnings • Mar 15Full year 2025 earnings released: EPS: €0.69 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €0.69 (down from €0.79 in FY 2024). Revenue: €141.2m (up 4.8% from FY 2024). Net income: €9.87m (down 11% from FY 2024). Profit margin: 7.0% (down from 8.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.お知らせ • Feb 24Gefran S.p.A. (BIT:GE) acquired remaining 40% stake in C.Z. Elettronica Srl for €0.58 million.Gefran S.p.A. (BIT:GE) acquired remaining 40% stake in C.Z. Elettronica Srl for €0.58 million on February 23, 2026. The transaction was completed through the exercise in advance of the purchase option already included in the agreements with the sellers, allowing Gefran to acquire 100% of the shares of C.Z. Elettronica S.r.l. and to fully consolidate its control. Gefran paid the consideration in cash, using its own funds. Gefran S.p.A. (BIT:GE) completed the acquisition of remaining 40% stake in C.Z. Elettronica Srl on February 23, 2026.お知らせ • Dec 02+ 3 more updatesGefran S.p.A. to Report First Half, 2026 Results on Aug 06, 2026Gefran S.p.A. announced that they will report first half, 2026 results on Aug 06, 2026分析記事 • Nov 21There May Be Reason For Hope In Gefran's (BIT:GE) Disappointing EarningsGefran S.p.A.'s ( BIT:GE ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...お知らせ • Nov 19Gefran S.p.A. to Report Fiscal Year 2025 Results on Feb 12, 2026Gefran S.p.A. announced that they will report fiscal year 2025 results at 10:00 AM, Central European Standard Time on Feb 12, 2026Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: €0.15 (vs €0.21 in 3Q 2024)Third quarter 2025 results: EPS: €0.15 (down from €0.21 in 3Q 2024). Revenue: €33.5m (up 2.9% from 3Q 2024). Net income: €2.15m (down 27% from 3Q 2024). Profit margin: 6.4% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.18 (vs €0.23 in 2Q 2024)Second quarter 2025 results: EPS: €0.18 (down from €0.23 in 2Q 2024). Revenue: €36.2m (up 3.9% from 2Q 2024). Net income: €2.53m (down 25% from 2Q 2024). Profit margin: 7.0% (down from 9.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Aug 07Gefran S.p.A. to Report Nine Months, 2025 Results on Nov 13, 2025Gefran S.p.A. announced that they will report nine months, 2025 results on Nov 13, 2025お知らせ • Jul 07Gefran S.p.A. to Report First Half, 2025 Results on Aug 05, 2025Gefran S.p.A. announced that they will report first half, 2025 results on Aug 05, 2025Reported Earnings • May 15First quarter 2025 earnings released: EPS: €0.29 (vs €0.27 in 1Q 2024)First quarter 2025 results: EPS: €0.29 (up from €0.27 in 1Q 2024). Revenue: €36.8m (up 6.4% from 1Q 2024). Net income: €4.09m (up 7.3% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.分析記事 • May 02Gefran's (BIT:GE) Upcoming Dividend Will Be Larger Than Last Year'sGefran S.p.A.'s ( BIT:GE ) dividend will be increasing from last year's payment of the same period to €0.43 on 7th of...お知らせ • May 01Gefran S.p.A. to Report Q1, 2025 Results on May 13, 2025Gefran S.p.A. announced that they will report Q1, 2025 results at 10:00 AM, Central European Standard Time on May 13, 2025Upcoming Dividend • Apr 28Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (1.9%).分析記事 • Apr 22Shareholders May Not Be So Generous With Gefran S.p.A.'s (BIT:GE) CEO Compensation And Here's WhyKey Insights Gefran will host its Annual General Meeting on 29th of April CEO Marcello Perini's total compensation...分析記事 • Apr 08Does Gefran (BIT:GE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Mar 20There May Be Some Bright Spots In Gefran's (BIT:GE) EarningsSoft earnings didn't appear to concern Gefran S.p.A.'s ( BIT:GE ) shareholders over the last week. We did some digging...お知らせ • Mar 17Gefran S.p.A., Annual General Meeting, Apr 29, 2025Gefran S.p.A., Annual General Meeting, Apr 29, 2025, at 10:00 W. Europe Standard Time.分析記事 • Mar 16Gefran (BIT:GE) Has Announced That It Will Be Increasing Its Dividend To €0.43The board of Gefran S.p.A. ( BIT:GE ) has announced that the dividend on 7th of May will be increased to €0.43, which...Declared Dividend • Mar 16Dividend increased to €0.43Dividend of €0.43 is 2.4% higher than last year. Ex-date: 5th May 2025 Payment date: 7th May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 9.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €134.8m (flat on FY 2023). Net income: €11.1m (down 4.4% from FY 2023). Profit margin: 8.3% (down from 8.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.お知らせ • Mar 14Gefran S.p.A. announces Annual dividend, payable on May 07, 2025Gefran S.p.A. announced Annual dividend of EUR 0.4300 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.Buy Or Sell Opportunity • Feb 27Now 20% undervaluedOver the last 90 days, the stock has risen 5.4% to €9.80. The fair value is estimated to be €12.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 2.8%.お知らせ • Feb 14Gefran S.p.A. to Report Fiscal Year 2024 Results on Mar 13, 2025Gefran S.p.A. announced that they will report fiscal year 2024 results on Mar 13, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.21 (vs €0.15 in 3Q 2023)Third quarter 2024 results: EPS: €0.21 (up from €0.15 in 3Q 2023). Revenue: €32.6m (up 6.6% from 3Q 2023). Net income: €2.93m (up 39% from 3Q 2023). Profit margin: 9.0% (up from 6.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €34.9m (down 2.8% from 2Q 2023). Net income: €3.36m (down 4.7% from 2Q 2023). Profit margin: 9.6% (in line with 2Q 2023). 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.Reported Earnings • May 10First quarter 2024 earnings released: EPS: €0.27 (vs €0.27 in 1Q 2023)First quarter 2024 results: EPS: €0.27 (in line with 1Q 2023). Revenue: €34.6m (down 5.1% from 1Q 2023). Net income: €3.81m (down 2.2% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Declared Dividend • May 05Dividend of €0.42 announcedShareholders will receive a dividend of €0.42. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Apr 18It's Unlikely That Gefran S.p.A.'s (BIT:GE) CEO Will See A Huge Pay Rise This YearKey Insights Gefran to hold its Annual General Meeting on 23rd of April Total pay for CEO Marcello Perini includes...Reported Earnings • Mar 13Full year 2023 earnings releasedFull year 2023 results: Revenue: €135.2m (flat on FY 2022). Net income: €11.9m (up 19% from FY 2022). Profit margin: 8.8% (up from 7.4% in FY 2022).お知らせ • Feb 15Gefran S.p.A. to Report Fiscal Year 2023 Final Results on Mar 12, 2024Gefran S.p.A. announced that they will report fiscal year 2023 final results on Mar 12, 2024お知らせ • Nov 27+ 2 more updatesGefran S.p.A., Annual General Meeting, Apr 23, 2024Gefran S.p.A., Annual General Meeting, Apr 23, 2024, at 17:00 Central European Standard Time. Agenda: To approve the financial statements for the full year ended December 31, 2023.お知らせ • Nov 22Gefran S.p.A. to Report Fiscal Year 2023 Results on Feb 14, 2024Gefran S.p.A. announced that they will report fiscal year 2023 results on Feb 14, 2024Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.27 (vs €0.34 in 1Q 2022)First quarter 2023 results: EPS: €0.27 (down from €0.34 in 1Q 2022). Revenue: €36.5m (up 3.5% from 1Q 2022). Net income: €3.89m (down 20% from 1Q 2022). Profit margin: 11% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.Upcoming Dividend • May 01Upcoming dividend of €0.40 per share at 4.0% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.4%).Reported Earnings • Mar 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €135.3m (down 16% from FY 2021). Net income: €9.99m (down 27% from FY 2021). Profit margin: 7.4% (down from 8.5% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 39% per year and the company’s share price has also increased by 39% per year.お知らせ • Dec 08+ 1 more updateGefran S.p.A. to Report First Half, 2023 Results on Aug 03, 2023Gefran S.p.A. announced that they will report first half, 2023 results on Aug 03, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.22 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.22 (up from €0.18 in 3Q 2021). Revenue: €31.8m (up 16% from 3Q 2021). Net income: €3.17m (up 25% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Cristina Mollis was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.23 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.23 (up from €0.18 in 3Q 2021). Revenue: €32.4m (down 14% from 3Q 2021). Net income: €3.17m (up 25% from 3Q 2021). Profit margin: 9.8% (up from 6.7% in 3Q 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to €8.89, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in Italy. Total returns to shareholders of 53% over the past three years.分析記事 • Oct 01Should You Think About Buying Gefran S.p.A. (BIT:GE) Now?Gefran S.p.A. ( BIT:GE ), might not be a large cap stock, but it received a lot of attention from a substantial price...Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS: €0.097 (vs €0.30 in 2Q 2021)Second quarter 2022 results: EPS: €0.097 (down from €0.30 in 2Q 2021). Revenue: €34.4m (down 19% from 2Q 2021). Net income: €3.88m (down 11% from 2Q 2021). Profit margin: 11% (up from 10% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.06, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Electronic industry in Italy. Total returns to shareholders of 87% over the past three years.分析記事 • Aug 02The Return Trends At Gefran (BIT:GE) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Upcoming Dividend • May 02Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.0%).Price Target Changed • Apr 27Price target increased to €13.50Up from €12.20, the current price target is provided by 1 analyst. New target price is 47% above last closing price of €9.20. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.78 for next year compared to €0.95 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Cristina Mollis was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 03Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.95 (up from €0.30 in FY 2020). Revenue: €161.6m (up 23% from FY 2020). Net income: €13.7m (up 215% from FY 2020). Profit margin: 8.5% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 1.5%, compared to a 10% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 13Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.95 (up from €0.30 in FY 2020). Revenue: €162.5m (up 24% from FY 2020). Net income: €13.7m (up 215% from FY 2020). Profit margin: 8.4% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €8.46, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Italy. Total returns to shareholders of 15% over the past three years.Major Estimate Revision • Dec 02Consensus EPS estimates increase to €0.81The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €147.0m to €157.0m. EPS estimate increased from €0.70 to €0.81 per share. Net income forecast to shrink 8.2% next year vs 24% growth forecast for Electronic industry in Italy . Consensus price target up from €12.20 to €13.50. Share price rose 4.8% to €11.00 over the past week.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.18 (vs €0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €38.3m (up 22% from 3Q 2020). Net income: €2.53m (up 64% from 3Q 2020). Profit margin: 6.6% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €11.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Electronic industry in Italy. Total returns to shareholders of 89% over the past three years.Upcoming Dividend • Oct 04Upcoming dividend of €0.33 per shareEligible shareholders must have bought the stock before 11 October 2021. Payment date: 13 October 2021. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (3.5%). Higher than average of industry peers (1.4%).Major Estimate Revision • Aug 13Consensus EPS estimates increase to €0.70The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €139.0m to €147.0m. EPS estimate increased from €0.50 to €0.70 per share. Net income forecast to shrink 6.9% next year vs 21% growth forecast for Electronic industry in Italy . Consensus price target up from €10.00 to €12.20. Share price rose 8.5% to €10.90 over the past week.Price Target Changed • Aug 09Price target increased to €12.20Up from €9.80, the current price target is provided by 1 analyst. New target price is 18% above last closing price of €10.30. Stock is up 112% over the past year.Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS €0.30 (vs €0.074 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €42.3m (up 36% from 2Q 2020). Net income: €4.36m (up 311% from 2Q 2020). Profit margin: 10% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • Jul 20Gefran (BIT:GE) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €9.16, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 24x in the Electronic industry in Italy. Total returns to shareholders of 28% over the past three years.分析記事 • May 23Gefran (BIT:GE) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • May 04Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 3.4%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (2.4%).分析記事 • Mar 29What To Know Before Buying Gefran S.p.A. (BIT:GE) For Its DividendDividend paying stocks like Gefran S.p.A. ( BIT:GE ) tend to be popular with investors, and for good reason - some...Reported Earnings • Mar 16Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €131.9m (down 7.6% from FY 2019). Net income: €4.35m (down 38% from FY 2019). Profit margin: 3.3% (down from 4.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.Is New 90 Day High Low • Mar 13New 90-day high: €6.72The company is up 30% from its price of €5.15 on 11 December 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.分析記事 • Mar 12Do Its Financials Have Any Role To Play In Driving Gefran S.p.A.'s (BIT:GE) Stock Up Recently?Gefran's (BIT:GE) stock is up by a considerable 28% over the past three months. Given that stock prices are usually...分析記事 • Feb 22Estimating The Fair Value Of Gefran S.p.A. (BIT:GE)How far off is Gefran S.p.A. ( BIT:GE ) from its intrinsic value? Using the most recent financial data, we'll take a...Is New 90 Day High Low • Feb 11New 90-day high: €6.39The company is up 38% from its price of €4.63 on 12 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period.分析記事 • Feb 03Here’s What’s Happening With Returns At Gefran (BIT:GE)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Jan 15Does Gefran (BIT:GE) Have A Healthy Balance Sheet?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 • Dec 28Shareholders Of Gefran (BIT:GE) Must Be Happy With Their 294% Total ReturnWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...Is New 90 Day High Low • Dec 16New 90-day high: €5.47The company is up 20% from its price of €4.55 on 16 September 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.分析記事 • Dec 10Gefran S.p.A.'s (BIT:GE) Stock Is Going Strong: Have Financials A Role To Play?Gefran's (BIT:GE) stock is up by a considerable 15% over the past month. We wonder if and what role the company's...分析記事 • Nov 23Calculating The Intrinsic Value Of Gefran S.p.A. (BIT:GE)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Gefran S.p.A...Is New 90 Day High Low • Nov 17New 90-day high: €5.24The company is up 3.0% from its price of €5.08 on 19 August 2020. The Italian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €0.11The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €31.7m (down 5.2% from 3Q 2019). Net income: €1.55m (down 5.2% from 3Q 2019). Profit margin: 4.9% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Oct 29New 90-day low: €4.02The company is down 17% from its price of €4.82 on 30 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.収支内訳Gefran 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:GE 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 26141955031 Dec 251411054030 Sep 251391053030 Jun 251381151031 Mar 251371151031 Dec 241351150030 Sep 241341249030 Jun 241321149031 Mar 241331248031 Dec 231351248030 Sep 231361249030 Jun 231381349031 Mar 23136949031 Dec 221351048030 Sep 221351147030 Jun 221291045031 Mar 221271544031 Dec 211191442030 Sep 211231243030 Jun 211271144031 Mar 21127845031 Dec 20131447030 Sep 20131447030 Jun 20132448031 Mar 20138550031 Dec 19143750030 Sep 19142851030 Jun 19139850031 Mar 19138948031 Dec 18137848030 Sep 18137648030 Jun 18135647031 Mar 18132747031 Dec 17129746030 Sep 17124946030 Jun 17124846031 Mar 17122646031 Dec 16119446030 Sep 16118046030 Jun 16116-347031 Mar 16116-749031 Dec 15117-550030 Sep 15123-453030 Jun 151280520質の高い収益: GEは 高品質の収益 を持っています。利益率の向上: GEの現在の純利益率 (6.7%)は、昨年(8.3%)よりも低くなっています。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: GEの収益は過去 5 年間で年間2%減少しました。成長の加速: GEは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: GEは過去 1 年間で収益成長率がマイナス ( -16.9% ) となったため、 Electronic業界平均 ( 3.9% ) と比較することが困難です。株主資本利益率高いROE: GEの 自己資本利益率 ( 9.1% ) 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7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/19 23:44終値2026/06/19 00:00収益2026/03/31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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Gefran 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Carlo MaritanoIntermonte SIM S.p.A.
Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.26 (vs €0.29 in 1Q 2025)First quarter 2026 results: EPS: €0.26 (down from €0.29 in 1Q 2025). Revenue: €37.0m (flat on 1Q 2025). Net income: €3.71m (down 9.3% from 1Q 2025). Profit margin: 10.0% (down from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: €0.69 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €0.69 (down from €0.79 in FY 2024). Revenue: €141.2m (up 4.8% from FY 2024). Net income: €9.87m (down 11% from FY 2024). Profit margin: 7.0% (down from 8.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
お知らせ • Dec 02+ 3 more updatesGefran S.p.A. to Report First Half, 2026 Results on Aug 06, 2026Gefran S.p.A. announced that they will report first half, 2026 results on Aug 06, 2026
分析記事 • Nov 21There May Be Reason For Hope In Gefran's (BIT:GE) Disappointing EarningsGefran S.p.A.'s ( BIT:GE ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...
お知らせ • Nov 19Gefran S.p.A. to Report Fiscal Year 2025 Results on Feb 12, 2026Gefran S.p.A. announced that they will report fiscal year 2025 results at 10:00 AM, Central European Standard Time on Feb 12, 2026
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: €0.15 (vs €0.21 in 3Q 2024)Third quarter 2025 results: EPS: €0.15 (down from €0.21 in 3Q 2024). Revenue: €33.5m (up 2.9% from 3Q 2024). Net income: €2.15m (down 27% from 3Q 2024). Profit margin: 6.4% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • May 17First quarter 2026 earnings released: EPS: €0.26 (vs €0.29 in 1Q 2025)First quarter 2026 results: EPS: €0.26 (down from €0.29 in 1Q 2025). Revenue: €37.0m (flat on 1Q 2025). Net income: €3.71m (down 9.3% from 1Q 2025). Profit margin: 10.0% (down from 11% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
New Risk • May 15New major risk - Revenue and earnings growthEarnings have declined by 1.4% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Apr 27Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (1.4%).
Declared Dividend • Mar 20Dividend of €0.43 announcedDividend of €0.43 is the same as last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 19Gefran S.p.A. announces Annual dividend, payable on May 06, 2026Gefran S.p.A. announced Annual dividend of EUR 0.4300 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: €0.69 (vs €0.79 in FY 2024)Full year 2025 results: EPS: €0.69 (down from €0.79 in FY 2024). Revenue: €141.2m (up 4.8% from FY 2024). Net income: €9.87m (down 11% from FY 2024). Profit margin: 7.0% (down from 8.3% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
お知らせ • Feb 24Gefran S.p.A. (BIT:GE) acquired remaining 40% stake in C.Z. Elettronica Srl for €0.58 million.Gefran S.p.A. (BIT:GE) acquired remaining 40% stake in C.Z. Elettronica Srl for €0.58 million on February 23, 2026. The transaction was completed through the exercise in advance of the purchase option already included in the agreements with the sellers, allowing Gefran to acquire 100% of the shares of C.Z. Elettronica S.r.l. and to fully consolidate its control. Gefran paid the consideration in cash, using its own funds. Gefran S.p.A. (BIT:GE) completed the acquisition of remaining 40% stake in C.Z. Elettronica Srl on February 23, 2026.
お知らせ • Dec 02+ 3 more updatesGefran S.p.A. to Report First Half, 2026 Results on Aug 06, 2026Gefran S.p.A. announced that they will report first half, 2026 results on Aug 06, 2026
分析記事 • Nov 21There May Be Reason For Hope In Gefran's (BIT:GE) Disappointing EarningsGefran S.p.A.'s ( BIT:GE ) earnings announcement last week didn't impress shareholders. However, our analysis suggests...
お知らせ • Nov 19Gefran S.p.A. to Report Fiscal Year 2025 Results on Feb 12, 2026Gefran S.p.A. announced that they will report fiscal year 2025 results at 10:00 AM, Central European Standard Time on Feb 12, 2026
Reported Earnings • Nov 15Third quarter 2025 earnings released: EPS: €0.15 (vs €0.21 in 3Q 2024)Third quarter 2025 results: EPS: €0.15 (down from €0.21 in 3Q 2024). Revenue: €33.5m (up 2.9% from 3Q 2024). Net income: €2.15m (down 27% from 3Q 2024). Profit margin: 6.4% (down from 9.0% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.18 (vs €0.23 in 2Q 2024)Second quarter 2025 results: EPS: €0.18 (down from €0.23 in 2Q 2024). Revenue: €36.2m (up 3.9% from 2Q 2024). Net income: €2.53m (down 25% from 2Q 2024). Profit margin: 7.0% (down from 9.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Aug 07Gefran S.p.A. to Report Nine Months, 2025 Results on Nov 13, 2025Gefran S.p.A. announced that they will report nine months, 2025 results on Nov 13, 2025
お知らせ • Jul 07Gefran S.p.A. to Report First Half, 2025 Results on Aug 05, 2025Gefran S.p.A. announced that they will report first half, 2025 results on Aug 05, 2025
Reported Earnings • May 15First quarter 2025 earnings released: EPS: €0.29 (vs €0.27 in 1Q 2024)First quarter 2025 results: EPS: €0.29 (up from €0.27 in 1Q 2024). Revenue: €36.8m (up 6.4% from 1Q 2024). Net income: €4.09m (up 7.3% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
分析記事 • May 02Gefran's (BIT:GE) Upcoming Dividend Will Be Larger Than Last Year'sGefran S.p.A.'s ( BIT:GE ) dividend will be increasing from last year's payment of the same period to €0.43 on 7th of...
お知らせ • May 01Gefran S.p.A. to Report Q1, 2025 Results on May 13, 2025Gefran S.p.A. announced that they will report Q1, 2025 results at 10:00 AM, Central European Standard Time on May 13, 2025
Upcoming Dividend • Apr 28Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 05 May 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (1.9%).
分析記事 • Apr 22Shareholders May Not Be So Generous With Gefran S.p.A.'s (BIT:GE) CEO Compensation And Here's WhyKey Insights Gefran will host its Annual General Meeting on 29th of April CEO Marcello Perini's total compensation...
分析記事 • Apr 08Does Gefran (BIT:GE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Mar 20There May Be Some Bright Spots In Gefran's (BIT:GE) EarningsSoft earnings didn't appear to concern Gefran S.p.A.'s ( BIT:GE ) shareholders over the last week. We did some digging...
お知らせ • Mar 17Gefran S.p.A., Annual General Meeting, Apr 29, 2025Gefran S.p.A., Annual General Meeting, Apr 29, 2025, at 10:00 W. Europe Standard Time.
分析記事 • Mar 16Gefran (BIT:GE) Has Announced That It Will Be Increasing Its Dividend To €0.43The board of Gefran S.p.A. ( BIT:GE ) has announced that the dividend on 7th of May will be increased to €0.43, which...
Declared Dividend • Mar 16Dividend increased to €0.43Dividend of €0.43 is 2.4% higher than last year. Ex-date: 5th May 2025 Payment date: 7th May 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 9.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €134.8m (flat on FY 2023). Net income: €11.1m (down 4.4% from FY 2023). Profit margin: 8.3% (down from 8.6% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat.
お知らせ • Mar 14Gefran S.p.A. announces Annual dividend, payable on May 07, 2025Gefran S.p.A. announced Annual dividend of EUR 0.4300 per share payable on May 07, 2025, ex-date on May 05, 2025 and record date on May 06, 2025.
Buy Or Sell Opportunity • Feb 27Now 20% undervaluedOver the last 90 days, the stock has risen 5.4% to €9.80. The fair value is estimated to be €12.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has declined by 2.8%.
お知らせ • Feb 14Gefran S.p.A. to Report Fiscal Year 2024 Results on Mar 13, 2025Gefran S.p.A. announced that they will report fiscal year 2024 results on Mar 13, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: €0.21 (vs €0.15 in 3Q 2023)Third quarter 2024 results: EPS: €0.21 (up from €0.15 in 3Q 2023). Revenue: €32.6m (up 6.6% from 3Q 2023). Net income: €2.93m (up 39% from 3Q 2023). Profit margin: 9.0% (up from 6.9% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • Aug 04Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €34.9m (down 2.8% from 2Q 2023). Net income: €3.36m (down 4.7% from 2Q 2023). Profit margin: 9.6% (in line with 2Q 2023). 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.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: €0.27 (vs €0.27 in 1Q 2023)First quarter 2024 results: EPS: €0.27 (in line with 1Q 2023). Revenue: €34.6m (down 5.1% from 1Q 2023). Net income: €3.81m (down 2.2% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Declared Dividend • May 05Dividend of €0.42 announcedShareholders will receive a dividend of €0.42. Ex-date: 6th May 2024 Payment date: 8th May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 7.7% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Apr 18It's Unlikely That Gefran S.p.A.'s (BIT:GE) CEO Will See A Huge Pay Rise This YearKey Insights Gefran to hold its Annual General Meeting on 23rd of April Total pay for CEO Marcello Perini includes...
Reported Earnings • Mar 13Full year 2023 earnings releasedFull year 2023 results: Revenue: €135.2m (flat on FY 2022). Net income: €11.9m (up 19% from FY 2022). Profit margin: 8.8% (up from 7.4% in FY 2022).
お知らせ • Feb 15Gefran S.p.A. to Report Fiscal Year 2023 Final Results on Mar 12, 2024Gefran S.p.A. announced that they will report fiscal year 2023 final results on Mar 12, 2024
お知らせ • Nov 27+ 2 more updatesGefran S.p.A., Annual General Meeting, Apr 23, 2024Gefran S.p.A., Annual General Meeting, Apr 23, 2024, at 17:00 Central European Standard Time. Agenda: To approve the financial statements for the full year ended December 31, 2023.
お知らせ • Nov 22Gefran S.p.A. to Report Fiscal Year 2023 Results on Feb 14, 2024Gefran S.p.A. announced that they will report fiscal year 2023 results on Feb 14, 2024
Reported Earnings • May 12First quarter 2023 earnings released: EPS: €0.27 (vs €0.34 in 1Q 2022)First quarter 2023 results: EPS: €0.27 (down from €0.34 in 1Q 2022). Revenue: €36.5m (up 3.5% from 1Q 2022). Net income: €3.89m (down 20% from 1Q 2022). Profit margin: 11% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.
Upcoming Dividend • May 01Upcoming dividend of €0.40 per share at 4.0% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.4%).
Reported Earnings • Mar 15Full year 2022 earnings releasedFull year 2022 results: Revenue: €135.3m (down 16% from FY 2021). Net income: €9.99m (down 27% from FY 2021). Profit margin: 7.4% (down from 8.5% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 39% per year and the company’s share price has also increased by 39% per year.
お知らせ • Dec 08+ 1 more updateGefran S.p.A. to Report First Half, 2023 Results on Aug 03, 2023Gefran S.p.A. announced that they will report first half, 2023 results on Aug 03, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.22 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.22 (up from €0.18 in 3Q 2021). Revenue: €31.8m (up 16% from 3Q 2021). Net income: €3.17m (up 25% from 3Q 2021). Profit margin: 10.0% (in line with 3Q 2021). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Cristina Mollis was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.23 (vs €0.18 in 3Q 2021)Third quarter 2022 results: EPS: €0.23 (up from €0.18 in 3Q 2021). Revenue: €32.4m (down 14% from 3Q 2021). Net income: €3.17m (up 25% from 3Q 2021). Profit margin: 9.8% (up from 6.7% in 3Q 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to €8.89, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Electronic industry in Italy. Total returns to shareholders of 53% over the past three years.
分析記事 • Oct 01Should You Think About Buying Gefran S.p.A. (BIT:GE) Now?Gefran S.p.A. ( BIT:GE ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Reported Earnings • Sep 11Second quarter 2022 earnings released: EPS: €0.097 (vs €0.30 in 2Q 2021)Second quarter 2022 results: EPS: €0.097 (down from €0.30 in 2Q 2021). Revenue: €34.4m (down 19% from 2Q 2021). Net income: €3.88m (down 11% from 2Q 2021). Profit margin: 11% (up from 10% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.06, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Electronic industry in Italy. Total returns to shareholders of 87% over the past three years.
分析記事 • Aug 02The Return Trends At Gefran (BIT:GE) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Upcoming Dividend • May 02Upcoming dividend of €0.38 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.0%).
Price Target Changed • Apr 27Price target increased to €13.50Up from €12.20, the current price target is provided by 1 analyst. New target price is 47% above last closing price of €9.20. Stock is up 17% over the past year. The company is forecast to post earnings per share of €0.78 for next year compared to €0.95 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Cristina Mollis was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 03Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.95 (up from €0.30 in FY 2020). Revenue: €161.6m (up 23% from FY 2020). Net income: €13.7m (up 215% from FY 2020). Profit margin: 8.5% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 1.5%, compared to a 10% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 13Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.95 (up from €0.30 in FY 2020). Revenue: €162.5m (up 24% from FY 2020). Net income: €13.7m (up 215% from FY 2020). Profit margin: 8.4% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €8.46, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Electronic industry in Italy. Total returns to shareholders of 15% over the past three years.
Major Estimate Revision • Dec 02Consensus EPS estimates increase to €0.81The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €147.0m to €157.0m. EPS estimate increased from €0.70 to €0.81 per share. Net income forecast to shrink 8.2% next year vs 24% growth forecast for Electronic industry in Italy . Consensus price target up from €12.20 to €13.50. Share price rose 4.8% to €11.00 over the past week.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS €0.18 (vs €0.11 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €38.3m (up 22% from 3Q 2020). Net income: €2.53m (up 64% from 3Q 2020). Profit margin: 6.6% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €11.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Electronic industry in Italy. Total returns to shareholders of 89% over the past three years.
Upcoming Dividend • Oct 04Upcoming dividend of €0.33 per shareEligible shareholders must have bought the stock before 11 October 2021. Payment date: 13 October 2021. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (3.5%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Aug 13Consensus EPS estimates increase to €0.70The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €139.0m to €147.0m. EPS estimate increased from €0.50 to €0.70 per share. Net income forecast to shrink 6.9% next year vs 21% growth forecast for Electronic industry in Italy . Consensus price target up from €10.00 to €12.20. Share price rose 8.5% to €10.90 over the past week.
Price Target Changed • Aug 09Price target increased to €12.20Up from €9.80, the current price target is provided by 1 analyst. New target price is 18% above last closing price of €10.30. Stock is up 112% over the past year.
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS €0.30 (vs €0.074 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €42.3m (up 36% from 2Q 2020). Net income: €4.36m (up 311% from 2Q 2020). Profit margin: 10% (up from 3.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • Jul 20Gefran (BIT:GE) Shareholders Will Want The ROCE Trajectory To ContinueDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to €9.16, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 24x in the Electronic industry in Italy. Total returns to shareholders of 28% over the past three years.
分析記事 • May 23Gefran (BIT:GE) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • May 04Upcoming dividend of €0.26 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. Trailing yield: 3.4%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (2.4%).
分析記事 • Mar 29What To Know Before Buying Gefran S.p.A. (BIT:GE) For Its DividendDividend paying stocks like Gefran S.p.A. ( BIT:GE ) tend to be popular with investors, and for good reason - some...
Reported Earnings • Mar 16Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €131.9m (down 7.6% from FY 2019). Net income: €4.35m (down 38% from FY 2019). Profit margin: 3.3% (down from 4.9% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
Is New 90 Day High Low • Mar 13New 90-day high: €6.72The company is up 30% from its price of €5.15 on 11 December 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.
分析記事 • Mar 12Do Its Financials Have Any Role To Play In Driving Gefran S.p.A.'s (BIT:GE) Stock Up Recently?Gefran's (BIT:GE) stock is up by a considerable 28% over the past three months. Given that stock prices are usually...
分析記事 • Feb 22Estimating The Fair Value Of Gefran S.p.A. (BIT:GE)How far off is Gefran S.p.A. ( BIT:GE ) from its intrinsic value? Using the most recent financial data, we'll take a...
Is New 90 Day High Low • Feb 11New 90-day high: €6.39The company is up 38% from its price of €4.63 on 12 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 22% over the same period.
分析記事 • Feb 03Here’s What’s Happening With Returns At Gefran (BIT:GE)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 • Jan 15Does Gefran (BIT:GE) Have A Healthy Balance Sheet?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 • Dec 28Shareholders Of Gefran (BIT:GE) Must Be Happy With Their 294% Total ReturnWhen you buy a stock there is always a possibility that it could drop 100%. But on the bright side, if you buy shares...
Is New 90 Day High Low • Dec 16New 90-day high: €5.47The company is up 20% from its price of €4.55 on 16 September 2020. The Italian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 10.0% over the same period.
分析記事 • Dec 10Gefran S.p.A.'s (BIT:GE) Stock Is Going Strong: Have Financials A Role To Play?Gefran's (BIT:GE) stock is up by a considerable 15% over the past month. We wonder if and what role the company's...
分析記事 • Nov 23Calculating The Intrinsic Value Of Gefran S.p.A. (BIT:GE)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Gefran S.p.A...
Is New 90 Day High Low • Nov 17New 90-day high: €5.24The company is up 3.0% from its price of €5.08 on 19 August 2020. The Italian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €0.11The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €31.7m (down 5.2% from 3Q 2019). Net income: €1.55m (down 5.2% from 3Q 2019). Profit margin: 4.9% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Oct 29New 90-day low: €4.02The company is down 17% from its price of €4.82 on 30 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 5.0% over the same period.