SeSa（SES）株式概要
SeSa S.p.A.は、その子会社とともに、付加価値の高い情報技術（IT）ソフトウェアおよび技術をイタリア国内および国際的に販売している。 詳細
報酬
リスク分析
リスクチェックの結果、SES 、リスクは検出されなかった。
SES Community Fair Values
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Analyst Price Targets
SeSa S.p.A. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €89.30 |
| 52週高値 | €97.80 |
| 52週安値 | €65.25 |
| ベータ | 0.91 |
| 1ヶ月の変化 | 7.27% |
| 3ヶ月変化 | 7.20% |
| 1年変化 | 10.38% |
| 3年間の変化 | -16.46% |
| 5年間の変化 | -26.20% |
| IPOからの変化 | 730.70% |
最新ニュース
ナラティブの更新 • May 06
SES: Confident 2026 Revenue Guidance Will Support Future Re Rating
Analysts have kept SeSa's fair value estimate steady at €115.50, with a slightly higher assumed discount rate and a modestly higher future P/E of about 20x influencing the latest price target update. What's in the News SeSa confirmed earnings guidance for the year ending 30 April 2026 at the upper end of its previously communicated target range, indicating confidence in its current plan (Key Developments).ナラティブの更新 • Apr 21
SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating
Analysts are maintaining their price target for SeSa at €115.50, with only small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to refine their valuation view. What's in the News SeSa confirms earnings guidance for the year ending April 30, 2026, at the upper end of its previously communicated target range (Key Developments).
ナラティブの更新 • Apr 07
SES: Upper End Guidance And Lower P E Will Support Further Upside
Analysts have maintained SeSa's fair value estimate at €100.00. A lower assumed future P/E of 18.5, along with slightly softer revenue growth and profit margin forecasts, explains the unchanged price target despite minor adjustments to the discount rate.ナラティブの更新 • Mar 24
SES: Confident 2026 Guidance And Stable Margins Will Support Future Re Rating
Analysts have nudged their price target for SeSa from €115.0 to €115.5, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News SeSa S.p.A. updated earnings guidance for the year ending 30 April 2026, keeping expectations at the upper end of its previously communicated target range (Key Developments).Recent updates
ナラティブの更新 • May 06
SES: Confident 2026 Revenue Guidance Will Support Future Re Rating
Analysts have kept SeSa's fair value estimate steady at €115.50, with a slightly higher assumed discount rate and a modestly higher future P/E of about 20x influencing the latest price target update. What's in the News SeSa confirmed earnings guidance for the year ending 30 April 2026 at the upper end of its previously communicated target range, indicating confidence in its current plan (Key Developments).ナラティブの更新 • Apr 21
SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating
Analysts are maintaining their price target for SeSa at €115.50, with only small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to refine their valuation view. What's in the News SeSa confirms earnings guidance for the year ending April 30, 2026, at the upper end of its previously communicated target range (Key Developments).ナラティブの更新 • Apr 07
SES: Upper End Guidance And Lower P E Will Support Further Upside
Analysts have maintained SeSa's fair value estimate at €100.00. A lower assumed future P/E of 18.5, along with slightly softer revenue growth and profit margin forecasts, explains the unchanged price target despite minor adjustments to the discount rate.ナラティブの更新 • Mar 24
SES: Confident 2026 Guidance And Stable Margins Will Support Future Re Rating
Analysts have nudged their price target for SeSa from €115.0 to €115.5, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News SeSa S.p.A. updated earnings guidance for the year ending 30 April 2026, keeping expectations at the upper end of its previously communicated target range (Key Developments).ナラティブの更新 • Mar 10
SES: Updated Discount Rate And Margins Will Support Further Upside Potential
Analysts have trimmed their price target on SeSa from €107 to €100, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. They still view the current valuation as aligned with these revised inputs.ナラティブの更新 • Feb 24
SES: Stable Margins And Steady Outlook Will Support Future Re Rating
Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions for revenue growth, profit margins and future P/E, along with only minor refinements to the discount rate in their models. Valuation Changes Fair Value: €115.00 remains unchanged, indicating the core valuation anchor is stable.ナラティブの更新 • Feb 08
SES: Lower Discount Rate And Firm Margins Will Support Re Rating
Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions on fair value, revenue growth and profit margins, supported by a slightly lower discount rate and a marginally reduced future P/E outlook. Valuation Changes Fair Value: unchanged at €115.00 per share, indicating no adjustment to the central valuation anchor.分析記事 • Feb 05
At €84.10, Is It Time To Put SeSa S.p.A. (BIT:SES) On Your Watch List?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...ナラティブの更新 • Jan 25
SES: Higher Margins And Earnings Multiple Will Support A Re Rating
Narrative Update on SeSa Analysts have raised their price target on SeSa from €109.70 to €115.00, citing updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a modestly lower discount rate. Valuation Changes Fair Value: The price target moved from €109.70 to €115.00, a modest upward adjustment.分析記事 • Jan 22
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Jan 10
SES: Steady Fair Value And Slight Assumption Tweaks Will Support Upside
Analysts have kept their fair value estimate for SeSa steady at €107.00. The latest price target update mainly reflects small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall view of the company.分析記事 • Jan 01
We Think SeSa's (BIT:SES) Solid Earnings Are Understated
SeSa S.p.A. ( BIT:SES ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift...分析記事 • Dec 21
Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...ナラティブの更新 • Dec 21
SES: Higher Future Earnings Multiple Will Drive Shares Higher
Analysts have raised their price target on SeSa from €80 to €107, citing slightly lower risk assumptions, stronger expected top line growth, and a higher justified future earnings multiple, despite a largely unchanged profitability outlook. Valuation Changes Fair Value: Increased significantly from €80.0 to €107.0 per share.分析記事 • Oct 04
SeSa S.p.A. (BIT:SES) Shares Could Be 24% Above Their Intrinsic Value Estimate
Key Insights SeSa's estimated fair value is €74.40 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Sep 17
SeSa (BIT:SES) Will Pay A Dividend Of €1.00
SeSa S.p.A.'s ( BIT:SES ) investors are due to receive a payment of €1.00 per share on 24th of September. Including...分析記事 • Sep 14
SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119
Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 19% to €87.85...分析記事 • Sep 10
At €75.65, Is SeSa S.p.A. (BIT:SES) Worth Looking At Closely?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...分析記事 • Aug 23
SeSa (BIT:SES) Has A Somewhat Strained Balance Sheet
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 04
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Jul 21
SeSa's (BIT:SES) Dividend Will Be €1.00
The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 24th of...分析記事 • Jun 11
What Does SeSa S.p.A.'s (BIT:SES) Share Price Indicate?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it led the BIT gainers with a relatively large price hike...分析記事 • May 27
SeSa S.p.A.'s (BIT:SES) Intrinsic Value Is Potentially 73% Above Its Share Price
Key Insights SeSa's estimated fair value is €147 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • May 08
SeSa S.p.A. (BIT:SES) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
SeSa S.p.A. ( BIT:SES ) shares have had a really impressive month, gaining 32% after a shaky period beforehand. Not all...分析記事 • Apr 21
SeSa (BIT:SES) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Apr 03
Be Wary Of SeSa (BIT:SES) And Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Mar 16
€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results
Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 12% to €77.85...
新しいナラティブ • Mar 11
Digital Green Acquisitions Expected To Strengthen Business From 2025
Strategic acquisitions and focus on high-margin sectors like Business Services are projected to significantly enhance growth and profitability.分析記事 • Feb 13
SeSa S.p.A. (BIT:SES) Shares Could Be 46% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €134 Current share price of €71.50...分析記事 • Jan 05
SeSa S.p.A.'s (BIT:SES) Share Price Is Still Matching Investor Opinion Despite 27% Slump
To the annoyance of some shareholders, SeSa S.p.A. ( BIT:SES ) shares are down a considerable 27% in the last month...分析記事 • Oct 14
SeSa S.p.A.'s (BIT:SES) Shareholders Might Be Looking For Exit
SeSa S.p.A.'s ( BIT:SES ) price-to-earnings (or "P/E") ratio of 18x might make it look like a sell right now compared...分析記事 • Sep 21
SeSa (BIT:SES) Is Paying Out A Dividend Of €1.00
SeSa S.p.A. ( BIT:SES ) will pay a dividend of €1.00 on the 25th of September. Including this payment, the dividend...分析記事 • Sep 14
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...分析記事 • Sep 06
The Returns At SeSa (BIT:SES) Aren't Growing
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 • Sep 06
SeSa's (BIT:SES) Dividend Will Be €1.00
The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 25th of...分析記事 • Jul 19
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it received a lot of attention from a substantial...分析記事 • Jul 01
An Intrinsic Calculation For SeSa S.p.A. (BIT:SES) Suggests It's 21% Undervalued
Key Insights The projected fair value for SeSa is €146 based on 2 Stage Free Cash Flow to Equity SeSa is estimated to...分析記事 • Jun 16
We Think SeSa (BIT:SES) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 08
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement
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 • Mar 18
The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts
Last week, you might have seen that SeSa S.p.A. ( BIT:SES ) released its quarterly result to the market. The early...分析記事 • Mar 06
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?
SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it saw a double-digit share price rise of over 10...分析記事 • Feb 14
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 25
Subdued Growth No Barrier To SeSa S.p.A.'s (BIT:SES) Price
When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider SeSa...分析記事 • Dec 22
Analysts Have Made A Financial Statement On SeSa S.p.A.'s (BIT:SES) Second-Quarter Report
It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...分析記事 • Dec 09
SeSa S.p.A. (BIT:SES) Shares Could Be 21% Above Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €90.20 Current share price of €109...分析記事 • Nov 20
Returns Are Gaining Momentum At SeSa (BIT:SES)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Nov 03
SeSa (BIT:SES) Has A Rock Solid Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 27
Should You Investigate SeSa S.p.A. (BIT:SES) At €96.15?
SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...株主還元
| SES | IT Electronic | IT 市場 | |
|---|---|---|---|
| 7D | -0.6% | -1.8% | -0.8% |
| 1Y | 10.4% | 12.2% | 17.8% |
業界別リターン: SES過去 1 年間で12.2 % の収益を上げたItalian Electronic業界を下回りました。
リターン対市場: SESは、過去 1 年間で17.8 % のリターンを上げたItalian市場を下回りました。
価格変動
| SES volatility | |
|---|---|
| SES Average Weekly Movement | 4.5% |
| Electronic Industry Average Movement | 5.3% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in IT Market | 8.3% |
| 10% least volatile stocks in IT Market | 3.1% |
安定した株価: SES 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SESの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1973 | 6,749 | Alessandro Fabbroni | www.sesa.it |
SeSa S.p.A.は、その子会社とともに、付加価値の高い情報技術（IT）ソフトウェアおよび技術をイタリア国内および国際的に販売している。事業は4つのセグメントで構成されている：コーポレート部門、付加価値ディストリビューション部門、ソフトウェア・システムインテグレーション部門、ビジネスサービス部門である。テクノロジー・ソリューション、デジタル・サービス、ビジネス・アプリケーション、クラウド・テクノロジー・サービス、サイバー・セキュリティ、独自ERPおよび垂直ソリューション、エンタープライズ・プラットフォーム、デジタル・ワークスペース、データ／AI、デジタル・エクスペリエンス、デジタル・プラットフォーム、垂直バンキング・アプリケーション、セキュリティおよびコンサルティング・ソリューションを提供している。また、パブリックおよびハイブリッドクラウド、データセンター、サイバーセキュリティ技術ソリューション、データ/AIソリューション、デバイスおよびデジタルワークスペースソリューション、ネットワーキングおよびコラボレーションソリューション、IT製品の管理および再生サービス、テクノロジーパークの再製造および改修などの付加価値ソリューションも提供している。SeSa S.p.A.は1973年に設立され、イタリアのエンポリに本社を置いている。SeSa S.p.A.はITH SpAの子会社である。
SeSa S.p.A. 基礎のまとめ
| SES 基礎統計学 | |
|---|---|
| 時価総額 | €1.33b |
| 収益（TTM） | €68.25m |
| 売上高(TTM) | €3.53b |
19.9x
PER（株価収益率0.4x
P/SレシオSES は割高か？
公正価値と評価分析を参照収益と収入
| SES 損益計算書（TTM） | |
|---|---|
| 収益 | €3.53b |
| 売上原価 | €3.28b |
| 売上総利益 | €248.27m |
| その他の費用 | €180.02m |
| 収益 | €68.25m |
直近の収益報告
Jan 31, 2026
次回決算日
Jul 16, 2026
| 一株当たり利益（EPS） | 4.49 |
| グロス・マージン | 7.03% |
| 純利益率 | 1.93% |
| 有利子負債／自己資本比率 | 103.4% |
SES の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.1%
現在の配当利回り23%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/14 17:39 |
| 終値 | 2026/05/14 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/04/30 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
SeSa S.p.A. 4 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。10
| アナリスト | 機関 |
|---|---|
| Michele Baldelli | BNP Paribas |
| Luigi De Bellis | Equita SIM S.p.A. |
| Aleksandra Arsova | Equita SIM S.p.A. |