SeSa S.p.A.

BIT:SES 株式レポート

時価総額:€1.5b

SeSa 将来の成長

Future 基準チェック /26

SeSa利益と収益がそれぞれ年間16.8%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.1% 16.7%なると予測されています。

主要情報

16.8%

収益成長率

16.75%

EPS成長率

Electronic 収益成長18.7%
収益成長率5.2%
将来の株主資本利益率19.10%
アナリストカバレッジ

Low

最終更新日09 Jun 2026

今後の成長に関する最新情報

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...
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 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...
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 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...

Recent updates

ナラティブの更新 Jun 03

SES: Upper End Guidance And Stable P E Will Shape Balanced Outlook

Analysts have kept their €100 SeSa price target in place, pointing to only small tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall view of the stock. What's in the News SeSa scheduled a board meeting for July 16, 2026 to approve the draft statutory and consolidated financial statements as of April 30, 2026 (Key Developments).
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...
User avatar
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...

業績と収益の成長予測

BIT:SES - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
4/30/20283,9811021222144
4/30/20273,794891091985
4/30/20263,623781071895
1/31/20263,53268193248N/A
10/31/20253,42166130180N/A
7/31/20253,3146369119N/A
4/30/20253,2526260117N/A
1/31/20253,2226669120N/A
10/31/20243,118663782N/A
7/31/20243,19078100144N/A
4/30/20243,1887899138N/A
1/31/20243,1038274116N/A
10/31/20233,0738598135N/A
7/31/20232,99386101137N/A
4/30/20232,8898479115N/A
1/31/20232,79885107137N/A
10/31/20222,6588087117N/A
7/31/20222,5007794124N/A
4/30/20222,38374120145N/A
1/31/20222,25869142171N/A
10/31/20212,18062136163N/A
7/31/20212,09958149172N/A
4/30/20212,03452121148N/A
1/31/20211,96349107128N/A
10/31/20201,8924486106N/A
7/31/20201,8214179100N/A
4/30/20201,774387995N/A
1/31/20201,747364260N/A
10/31/20191,67133N/A53N/A
7/31/20191,63932N/A52N/A
4/30/20191,54929N/A29N/A
1/31/20191,51529N/A40N/A
10/31/20181,44528N/A66N/A
7/31/20181,39428N/A60N/A
4/30/20181,36127N/A50N/A
1/31/20181,31726N/A70N/A
10/31/20171,27925N/A35N/A
7/31/20171,29226N/A33N/A
4/30/20171,27025N/A34N/A
1/31/20171,27325N/A16N/A
10/31/20161,26825N/A24N/A
7/31/20161,24324N/A22N/A
4/30/20161,22824N/A28N/A
1/31/20161,18124N/A28N/A
10/31/20151,10823N/A19N/A
7/31/20151,08022N/A19N/A

アナリストによる今後の成長予測

収入対貯蓄率: SESの予測収益成長率 (年間16.8% ) は 貯蓄率 ( 3.3% ) を上回っています。

収益対市場: SESの収益 ( 16.8% ) はItalian市場 ( 11.2% ) よりも速いペースで成長すると予測されています。

高成長収益: SESの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SESの収益 ( 5.2% ) Italian市場 ( 6% ) よりも低い成長が予測されています。

高い収益成長: SESの収益 ( 5.2% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: SESの 自己資本利益率 は、3年後には低くなると予測されています ( 19.1 %)。


成長企業の発掘

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2026/06/19 14:55
終値2026/06/19 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
  • 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

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

SeSa S.p.A. 5 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。11

アナリスト機関
Andrea TodeschiniBanca Akros S.p.A. (ESN)
Michele BaldelliBNP Paribas
null nullEquita SIM S.p.A.