View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSAES Getters 将来の成長Future 基準チェック /46SAES Gettersは、99.1%と9.9%でそれぞれ年率99.1%で利益と収益が成長すると予測される一方、EPSはgrowで99.7%年率。主要情報99.1%収益成長率99.71%EPS成長率Electronic 収益成長17.9%収益成長率9.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日03 Jul 2024今後の成長に関する最新情報Major Estimate Revision • Sep 19Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €261.5m to €247.0m. EPS estimate also fell from €1.39 per share to €1.10 per share. Net income forecast to grow 73% next year vs 47% growth forecast for Electronic industry in Italy. Consensus price target up from €38.67 to €39.50. Share price rose 10% to €33.30 over the past week.Major Estimate Revision • Mar 21Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €220.1m to €266.0m. EPS estimate fell from €1.55 to €1.50. Net income forecast to grow 167% next year vs 13% growth forecast for Electronic industry in Italy. Consensus price target down from €42.27 to €41.33. Share price was steady at €32.20 over the past week.Price Target Changed • Jan 11Price target increased to €42.27Up from €32.33, the current price target is an average from 3 analysts. New target price is 32% above last closing price of €32.00. Stock is up 33% over the past year. The company is forecast to post earnings per share of €0.55 for next year compared to €0.72 last year.Price Target Changed • Nov 17Price target increased to €32.33Up from €30.00, the current price target is an average from 3 analysts. New target price is 38% above last closing price of €23.45. Stock is down 12% over the past year. The company is forecast to post earnings per share of €0.60 for next year compared to €0.72 last year.Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €236.5m to €249.8m. EPS estimate fell from €0.97 to €0.57 per share. Net income forecast to grow 341% next year vs 22% growth forecast for Electronic industry in Italy. Consensus price target of €30.67 unchanged from last update. Share price rose 3.8% to €23.45 over the past week.分析記事 • Sep 15Here's What Analysts Are Forecasting For SAES Getters S.p.A. (BIT:SG) After Its Half-Year ResultsShareholders might have noticed that SAES Getters S.p.A. ( BIT:SG ) filed its half-year result this time last week. The...すべての更新を表示Recent updatesUpcoming Dividend • Apr 22Upcoming dividend of €12.51 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 02 May 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 33%. Within top quartile of Italian dividend payers (5.9%). Higher than average of industry peers (9.4%).お知らせ • Apr 17S.G.G. Holding S.p.A. promotes a voluntary public tender offer to acquire the remaining 69.89% stake in SAES Getters S.p.A. (BIT : SG) for approximately €310 million.S.G.G. Holding S.p.A. promotes a voluntary public tender offer to acquire the remaining 69.89% stake in SAES Getters S.p.A. (BIT : SG) for approximately €310 million on April 16, 2024. The cash consideration for each Share tendered and purchased by the Offeror is €26.3 per share. SAES Getters S.p.A. already held 5,053,486 Shares, representing approximately 30.1% of the Issuer's share capital, amounting to a total of 11,731,762 Shares, representing approximately 69.9% to be tendered. The maximum disbursement to be borne by the Offeror in the event that all the Shares Subject to the Offer are tendered to the Offer would be €308,545,340. Upon completion, S.G.G. Holding will be delisting of SAES Getters's Shares from listing and trading on Euronext Milan. The Offer is aimed at the Delisting of the Issuer with no minority shareholders remaining. The effectiveness of the Offer is subject to reaching a threshold of subscriptions to the Offer such as to enable the Offeror, jointly with the Persons Acting in Concert, to hold in aggregate at least 95% of the Issuer's capital and the Offeror Shareholders approval. The acceptance period for the Offer (the "Acceptance Period") will be agreed with Borsa Italiana between a minimum of 15 (fifteen) and a maximum of 40 trading days, of the Issuers' Regulation, unless extended, in which case the Offeror will give notice of it pursuant to applicable laws. The payment of the Consideration will take place, against the simultaneous transfer of ownership of the Shares tendered and purchased by the Offeror, no later than the fifth trading day following the closing date of the Acceptance Period. The Offeror will also, upon completion of the Offer, resolve the Merger with the Issuer also in order to fully repay the Financing by using part of the Issuer's available resources. The Offeror will meet the financial commitments necessary for the payment of the Consideration, up to the Maximum Disbursement, by means of financial indebtedness and in this regard, on April 16, 2024 the Offeror received from Mediobanca - Banca di Credito Finanziario S.p.A. a commitment letter, including the relevant term sheet relating to the aforementioned financing. SGGH is assisted for the purposes of the Offer by Intermonte SIM S.p.A. and Mediobanca Banca di Credito Finanziario S.p.A. (BIT:MB), as financial advisors, and by De Lorenzi Miccichè Scalera Spada - Avvocati Associati, as legal advisor. Intermonte is also the intermediary in charge of coordinating the collection of subscriptions to the Offer.お知らせ • Apr 11SAES Getters S.p.A. (BIT:SG) agreed to proceed with the signature of a binding Share Purchase Agreement to acquire Fmb Feinwerk- Und MeßTechnik Gmbh from Uwe Schneck, Ingmar Lehmann, Jens Rekow and Mardi Beteiligungs GmbH & Co. KG for an enterprise value of €8 million.SAES Getters S.p.A. (BIT:SG) agreed to proceed with the signature of a binding Share Purchase Agreement to acquire Fmb Feinwerk- Und MeßTechnik Gmbh from Uwe Schneck, Ingmar Lehmann, Jens Rekow and Mardi Beteiligungs GmbH & Co. KG for an enterprise value of €8 million on April 10, 2024. The actual purchase price is subject to adjustments related to the value of the net financial position at the closing date. As of June 30, 2023, Fmb Feinwerk reported a revenue of €13.4 million and net assets of €7.5 million. The transaction has already concluded the due diligence with a positive outcome, SAES expects the signing of the Share Purchase Agreement on April 18, 2024, following the final contractual adjustments. The closing of the transaction is scheduled for April 29, 2024. The board of directors of SAES Getters has approved the transaction.Reported Earnings • Mar 18Full year 2023 earnings released: €0.66 loss per share (vs €0.68 profit in FY 2022)Full year 2023 results: €0.66 loss per share (down from €0.68 profit in FY 2022). Revenue: €121.6m (down 51% from FY 2022). Net loss: €11.0m (down 189% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Jan 26+ 1 more updateSAES Getters S.p.A. to Report Q4, 2023 Results on Mar 14, 2024SAES Getters S.p.A. announced that they will report Q4, 2023 results on Mar 14, 2024Reported Earnings • Nov 15Third quarter 2023 earnings releasedThird quarter 2023 results: €0.13 loss per share. Revenue: €33.0m (down 51% from 3Q 2022). Net loss: €2.40m (down 161% from profit in 3Q 2022). Revenue is forecast to decline by 29% p.a. on average during the next 3 years, while revenues in the Electronic industry in Italy are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 64% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Major Estimate Revision • Sep 19Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €261.5m to €247.0m. EPS estimate also fell from €1.39 per share to €1.10 per share. Net income forecast to grow 73% next year vs 47% growth forecast for Electronic industry in Italy. Consensus price target up from €38.67 to €39.50. Share price rose 10% to €33.30 over the past week.分析記事 • Sep 14SAES Getters (BIT:SG) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Reported Earnings • Sep 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €62.2m (up 1.8% from 2Q 2022). Net loss: €1.73m (loss narrowed 22% from 2Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.New Risk • Aug 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (12% increase in shares outstanding).Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €60.2m (up 1.7% from 1Q 2022). Net income: €5.17m (up 176% from 1Q 2022). Profit margin: 8.6% (up from 3.2% in 1Q 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.Upcoming Dividend • May 01Upcoming dividend of €0.55 per share at 1.9% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (5.1%). Lower than average of industry peers (2.4%).Major Estimate Revision • Mar 21Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €220.1m to €266.0m. EPS estimate fell from €1.55 to €1.50. Net income forecast to grow 167% next year vs 13% growth forecast for Electronic industry in Italy. Consensus price target down from €42.27 to €41.33. Share price was steady at €32.20 over the past week.Reported Earnings • Mar 15Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: €250.3m (up 32% from FY 2021). Net income: €12.4m (down 5.6% from FY 2021). Profit margin: 4.9% (down from 6.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Italy.Price Target Changed • Jan 11Price target increased to €42.27Up from €32.33, the current price target is an average from 3 analysts. New target price is 32% above last closing price of €32.00. Stock is up 33% over the past year. The company is forecast to post earnings per share of €0.55 for next year compared to €0.72 last year.Price Target Changed • Nov 17Price target increased to €32.33Up from €30.00, the current price target is an average from 3 analysts. New target price is 38% above last closing price of €23.45. Stock is down 12% over the past year. The company is forecast to post earnings per share of €0.60 for next year compared to €0.72 last year.Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €236.5m to €249.8m. EPS estimate fell from €0.97 to €0.57 per share. Net income forecast to grow 341% next year vs 22% growth forecast for Electronic industry in Italy. Consensus price target of €30.67 unchanged from last update. Share price rose 3.8% to €23.45 over the past week.Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €67.1m (up 31% from 3Q 2021). Net income: €3.94m (down 36% from 3Q 2021). Profit margin: 5.9% (down from 12% in 3Q 2021). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Italy.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Non-Executive Director Stefano Proverbio was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.22. Revenue: €67.1m (up 31% from 3Q 2021). Net income: €3.94m (down 38% from 3Q 2021). Profit margin: 5.9% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Italy.分析記事 • Sep 15Here's What Analysts Are Forecasting For SAES Getters S.p.A. (BIT:SG) After Its Half-Year ResultsShareholders might have noticed that SAES Getters S.p.A. ( BIT:SG ) filed its half-year result this time last week. The...Reported Earnings • Sep 13Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €61.1m (up 36% from 2Q 2021). Net loss: €2.22m (down 179% from profit in 2Q 2021). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Italy.Major Estimate Revision • Sep 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €218.5m to €226.7m. EPS estimate fell from €0.97 to €0.85 per share. Net income forecast to grow 34% next year vs 22% growth forecast for Electronic industry in Italy. Consensus price target up from €30.00 to €30.67. Share price was steady at €22.90 over the past week.Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.10. Revenue: €59.2m (up 44% from 1Q 2021). Net income: €1.87m (up 35% from 1Q 2021). Profit margin: 3.2% (down from 3.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 3.9%, compared to a 10% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. 4 independent directors (6 non-independent directors). Lead Independent Director Stefano Proverbio was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 18Upcoming dividend of €0.47 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Italian dividend payers (4.7%). In line with average of industry peers (2.0%).Reported Earnings • Mar 15Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €190.2m (up 13% from FY 2020). Net income: €13.1m (up 247% from FY 2020). Profit margin: 6.9% (up from 2.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.2%, compared to a 11% growth forecast for the industry in Italy.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS €0.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €51.3m (up 31% from 3Q 2020). Net income: €6.34m (up 135% from 3Q 2020). Profit margin: 12% (up from 6.9% 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 55% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 10Second quarter 2021 earnings releasedThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €44.8m (up 13% from 2Q 2020). Net income: €2.81m (down 49% from 2Q 2020). Profit margin: 6.3% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €41.0m (down 17% from 1Q 2020). Net income: €1.38m (up €6.46m from 1Q 2020). Profit margin: 3.4% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses.Major Estimate Revision • May 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.55 to €0.49 per share. Revenue forecast steady at €177.4m. Net income forecast to grow 139% next year vs 61% growth forecast for Electronic industry in Italy. Consensus price target of €27.23 unchanged from last update. Share price fell 2.9% to €20.35 over the past week.Upcoming Dividend • Apr 19Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 26 April 2021. Payment date: 28 April 2021. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (4.0%). Higher than average of industry peers (1.5%).Major Estimate Revision • Mar 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.64 to €0.55 per share. Revenue forecast steady at €177.3m. Net income forecast to grow 119% next year vs 27% growth forecast for Electronic industry in Italy. Consensus price target down from €28.00 to €27.23. Share price fell 3.9% to €21.15 over the past week.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €168.7m (down 7.5% from FY 2019). Net income: €4.79m (down 74% from FY 2019). Profit margin: 2.8% (down from 10% in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.7%. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 3.8%, compared to a 8.7% growth forecast for the Electronic industry in Italy.Is New 90 Day High Low • Feb 22New 90-day low: €21.70The company is down 12% from its price of €24.70 on 24 November 2020. The Italian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.14 per share.Analyst Estimate Surprise Post Earnings • Nov 15Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 3.4%, compared to a 5.9% growth forecast for the Electronic industry in Italy.Is New 90 Day High Low • Oct 29New 90-day low: €19.00The company is down 23% from its price of €24.75 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.54 per share.Is New 90 Day High Low • Oct 12New 90-day low: €23.50The company is down 3.0% from its price of €24.35 on 14 July 2020. The Italian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.82 per share.Major Estimate Revision • Sep 18Analysts lower EPS estimates to €0.34The 2020 consensus revenue estimate was lowered from €175.2m to €167.8m. Earning per share (EPS) estimate was also lowered from €0.39 to €0.34 for the same period. Net income is expected to grow by 14% next year compared to 14% growth forecast for the Electronic industry in Italy. The consensus price target increased from €28.00 to €28.67. Share price is down by 1.2% to €25.40 over the past week.業績と収益の成長予測BIT:SG - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2026159182N/A112/31/2025154173N/A112/31/2024134-42N/A13/31/2024122-24-71-61N/A12/31/2023122-11-50-40N/A9/30/202396-253042N/A6/30/202397-272034N/A3/31/202396-261935N/A12/31/2022127-222137N/A9/30/2022207-22027N/A6/30/202222591530N/A3/31/202220813925N/A12/31/202119013319N/A9/30/202117812-816N/A6/30/20211659-410N/A3/31/202116011-211N/A12/31/20201695013N/A9/30/20201735015N/A6/30/202018311525N/A3/31/202018911123N/A12/31/201918220324N/A9/30/20191803221N/A6/30/2019173-2016N/A3/31/2019166-7320N/A12/31/2018160-9621N/A9/30/2018155-6N/AN/AN/A6/30/2018149-91628N/A3/31/2018126-18N/AN/AN/A12/31/2017147-14N/A38N/A9/30/20171682N/AN/AN/A6/30/20171736N/A24N/A3/31/201720216N/AN/AN/A12/31/201618913N/A19N/A9/30/201617510N/AN/AN/A6/30/201617510N/A27N/A3/31/201617111N/AN/AN/A12/31/20151679N/A23N/A9/30/20151599N/AN/AN/A6/30/20151506N/A20N/A3/31/20151404N/AN/AN/A12/31/20141323N/A14N/A9/30/20141252N/AN/AN/A6/30/20141230N/A8N/A3/31/20141260N/AN/AN/A12/31/20131291N/A5N/A9/30/20131320N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SGは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.3% ) よりも高い成長率であると考えられます。収益対市場: SG今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: SG今後 3 年以内に収益を上げることが予想されます。収益対市場: SGの収益 ( 9.9% ) Italian市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: SGの収益 ( 9.9% ) 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: SGの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/07/09 06:53終値2024/07/09 00:00収益2024/03/31年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SAES Getters 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。2 アナリスト機関Paola SagliettiBanca Akros S.p.A. (ESN)Laura CarmignaniIntesa Sanpaolo Equity Research
Major Estimate Revision • Sep 19Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €261.5m to €247.0m. EPS estimate also fell from €1.39 per share to €1.10 per share. Net income forecast to grow 73% next year vs 47% growth forecast for Electronic industry in Italy. Consensus price target up from €38.67 to €39.50. Share price rose 10% to €33.30 over the past week.
Major Estimate Revision • Mar 21Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €220.1m to €266.0m. EPS estimate fell from €1.55 to €1.50. Net income forecast to grow 167% next year vs 13% growth forecast for Electronic industry in Italy. Consensus price target down from €42.27 to €41.33. Share price was steady at €32.20 over the past week.
Price Target Changed • Jan 11Price target increased to €42.27Up from €32.33, the current price target is an average from 3 analysts. New target price is 32% above last closing price of €32.00. Stock is up 33% over the past year. The company is forecast to post earnings per share of €0.55 for next year compared to €0.72 last year.
Price Target Changed • Nov 17Price target increased to €32.33Up from €30.00, the current price target is an average from 3 analysts. New target price is 38% above last closing price of €23.45. Stock is down 12% over the past year. The company is forecast to post earnings per share of €0.60 for next year compared to €0.72 last year.
Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €236.5m to €249.8m. EPS estimate fell from €0.97 to €0.57 per share. Net income forecast to grow 341% next year vs 22% growth forecast for Electronic industry in Italy. Consensus price target of €30.67 unchanged from last update. Share price rose 3.8% to €23.45 over the past week.
分析記事 • Sep 15Here's What Analysts Are Forecasting For SAES Getters S.p.A. (BIT:SG) After Its Half-Year ResultsShareholders might have noticed that SAES Getters S.p.A. ( BIT:SG ) filed its half-year result this time last week. The...
Upcoming Dividend • Apr 22Upcoming dividend of €12.51 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 02 May 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 33%. Within top quartile of Italian dividend payers (5.9%). Higher than average of industry peers (9.4%).
お知らせ • Apr 17S.G.G. Holding S.p.A. promotes a voluntary public tender offer to acquire the remaining 69.89% stake in SAES Getters S.p.A. (BIT : SG) for approximately €310 million.S.G.G. Holding S.p.A. promotes a voluntary public tender offer to acquire the remaining 69.89% stake in SAES Getters S.p.A. (BIT : SG) for approximately €310 million on April 16, 2024. The cash consideration for each Share tendered and purchased by the Offeror is €26.3 per share. SAES Getters S.p.A. already held 5,053,486 Shares, representing approximately 30.1% of the Issuer's share capital, amounting to a total of 11,731,762 Shares, representing approximately 69.9% to be tendered. The maximum disbursement to be borne by the Offeror in the event that all the Shares Subject to the Offer are tendered to the Offer would be €308,545,340. Upon completion, S.G.G. Holding will be delisting of SAES Getters's Shares from listing and trading on Euronext Milan. The Offer is aimed at the Delisting of the Issuer with no minority shareholders remaining. The effectiveness of the Offer is subject to reaching a threshold of subscriptions to the Offer such as to enable the Offeror, jointly with the Persons Acting in Concert, to hold in aggregate at least 95% of the Issuer's capital and the Offeror Shareholders approval. The acceptance period for the Offer (the "Acceptance Period") will be agreed with Borsa Italiana between a minimum of 15 (fifteen) and a maximum of 40 trading days, of the Issuers' Regulation, unless extended, in which case the Offeror will give notice of it pursuant to applicable laws. The payment of the Consideration will take place, against the simultaneous transfer of ownership of the Shares tendered and purchased by the Offeror, no later than the fifth trading day following the closing date of the Acceptance Period. The Offeror will also, upon completion of the Offer, resolve the Merger with the Issuer also in order to fully repay the Financing by using part of the Issuer's available resources. The Offeror will meet the financial commitments necessary for the payment of the Consideration, up to the Maximum Disbursement, by means of financial indebtedness and in this regard, on April 16, 2024 the Offeror received from Mediobanca - Banca di Credito Finanziario S.p.A. a commitment letter, including the relevant term sheet relating to the aforementioned financing. SGGH is assisted for the purposes of the Offer by Intermonte SIM S.p.A. and Mediobanca Banca di Credito Finanziario S.p.A. (BIT:MB), as financial advisors, and by De Lorenzi Miccichè Scalera Spada - Avvocati Associati, as legal advisor. Intermonte is also the intermediary in charge of coordinating the collection of subscriptions to the Offer.
お知らせ • Apr 11SAES Getters S.p.A. (BIT:SG) agreed to proceed with the signature of a binding Share Purchase Agreement to acquire Fmb Feinwerk- Und MeßTechnik Gmbh from Uwe Schneck, Ingmar Lehmann, Jens Rekow and Mardi Beteiligungs GmbH & Co. KG for an enterprise value of €8 million.SAES Getters S.p.A. (BIT:SG) agreed to proceed with the signature of a binding Share Purchase Agreement to acquire Fmb Feinwerk- Und MeßTechnik Gmbh from Uwe Schneck, Ingmar Lehmann, Jens Rekow and Mardi Beteiligungs GmbH & Co. KG for an enterprise value of €8 million on April 10, 2024. The actual purchase price is subject to adjustments related to the value of the net financial position at the closing date. As of June 30, 2023, Fmb Feinwerk reported a revenue of €13.4 million and net assets of €7.5 million. The transaction has already concluded the due diligence with a positive outcome, SAES expects the signing of the Share Purchase Agreement on April 18, 2024, following the final contractual adjustments. The closing of the transaction is scheduled for April 29, 2024. The board of directors of SAES Getters has approved the transaction.
Reported Earnings • Mar 18Full year 2023 earnings released: €0.66 loss per share (vs €0.68 profit in FY 2022)Full year 2023 results: €0.66 loss per share (down from €0.68 profit in FY 2022). Revenue: €121.6m (down 51% from FY 2022). Net loss: €11.0m (down 189% from profit in FY 2022). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Jan 26+ 1 more updateSAES Getters S.p.A. to Report Q4, 2023 Results on Mar 14, 2024SAES Getters S.p.A. announced that they will report Q4, 2023 results on Mar 14, 2024
Reported Earnings • Nov 15Third quarter 2023 earnings releasedThird quarter 2023 results: €0.13 loss per share. Revenue: €33.0m (down 51% from 3Q 2022). Net loss: €2.40m (down 161% from profit in 3Q 2022). Revenue is forecast to decline by 29% p.a. on average during the next 3 years, while revenues in the Electronic industry in Italy are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 64% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Sep 19Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €261.5m to €247.0m. EPS estimate also fell from €1.39 per share to €1.10 per share. Net income forecast to grow 73% next year vs 47% growth forecast for Electronic industry in Italy. Consensus price target up from €38.67 to €39.50. Share price rose 10% to €33.30 over the past week.
分析記事 • Sep 14SAES Getters (BIT:SG) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Reported Earnings • Sep 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €62.2m (up 1.8% from 2Q 2022). Net loss: €1.73m (loss narrowed 22% from 2Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 10% per year.
New Risk • Aug 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Shareholders have been diluted in the past year (12% increase in shares outstanding).
Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €60.2m (up 1.7% from 1Q 2022). Net income: €5.17m (up 176% from 1Q 2022). Profit margin: 8.6% (up from 3.2% in 1Q 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in Italy. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year.
Upcoming Dividend • May 01Upcoming dividend of €0.55 per share at 1.9% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (5.1%). Lower than average of industry peers (2.4%).
Major Estimate Revision • Mar 21Consensus revenue estimates increase by 21%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from €220.1m to €266.0m. EPS estimate fell from €1.55 to €1.50. Net income forecast to grow 167% next year vs 13% growth forecast for Electronic industry in Italy. Consensus price target down from €42.27 to €41.33. Share price was steady at €32.20 over the past week.
Reported Earnings • Mar 15Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: €250.3m (up 32% from FY 2021). Net income: €12.4m (down 5.6% from FY 2021). Profit margin: 4.9% (down from 6.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Italy.
Price Target Changed • Jan 11Price target increased to €42.27Up from €32.33, the current price target is an average from 3 analysts. New target price is 32% above last closing price of €32.00. Stock is up 33% over the past year. The company is forecast to post earnings per share of €0.55 for next year compared to €0.72 last year.
Price Target Changed • Nov 17Price target increased to €32.33Up from €30.00, the current price target is an average from 3 analysts. New target price is 38% above last closing price of €23.45. Stock is down 12% over the past year. The company is forecast to post earnings per share of €0.60 for next year compared to €0.72 last year.
Major Estimate Revision • Nov 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €236.5m to €249.8m. EPS estimate fell from €0.97 to €0.57 per share. Net income forecast to grow 341% next year vs 22% growth forecast for Electronic industry in Italy. Consensus price target of €30.67 unchanged from last update. Share price rose 3.8% to €23.45 over the past week.
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €67.1m (up 31% from 3Q 2021). Net income: €3.94m (down 36% from 3Q 2021). Profit margin: 5.9% (down from 12% in 3Q 2021). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electronic industry in Italy.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Non-Executive Director Stefano Proverbio was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.22. Revenue: €67.1m (up 31% from 3Q 2021). Net income: €3.94m (down 38% from 3Q 2021). Profit margin: 5.9% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electronic industry in Italy.
分析記事 • Sep 15Here's What Analysts Are Forecasting For SAES Getters S.p.A. (BIT:SG) After Its Half-Year ResultsShareholders might have noticed that SAES Getters S.p.A. ( BIT:SG ) filed its half-year result this time last week. The...
Reported Earnings • Sep 13Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €61.1m (up 36% from 2Q 2021). Net loss: €2.22m (down 179% from profit in 2Q 2021). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Italy.
Major Estimate Revision • Sep 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €218.5m to €226.7m. EPS estimate fell from €0.97 to €0.85 per share. Net income forecast to grow 34% next year vs 22% growth forecast for Electronic industry in Italy. Consensus price target up from €30.00 to €30.67. Share price was steady at €22.90 over the past week.
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.10. Revenue: €59.2m (up 44% from 1Q 2021). Net income: €1.87m (up 35% from 1Q 2021). Profit margin: 3.2% (down from 3.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 3.9%, compared to a 10% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. 4 independent directors (6 non-independent directors). Lead Independent Director Stefano Proverbio was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 18Upcoming dividend of €0.47 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is a comfortable 65% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Italian dividend payers (4.7%). In line with average of industry peers (2.0%).
Reported Earnings • Mar 15Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €190.2m (up 13% from FY 2020). Net income: €13.1m (up 247% from FY 2020). Profit margin: 6.9% (up from 2.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.2%, compared to a 11% growth forecast for the industry in Italy.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS €0.34The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €51.3m (up 31% from 3Q 2020). Net income: €6.34m (up 135% from 3Q 2020). Profit margin: 12% (up from 6.9% 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 55% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 10Second quarter 2021 earnings releasedThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €44.8m (up 13% from 2Q 2020). Net income: €2.81m (down 49% from 2Q 2020). Profit margin: 6.3% (down from 14% in 2Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €41.0m (down 17% from 1Q 2020). Net income: €1.38m (up €6.46m from 1Q 2020). Profit margin: 3.4% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses.
Major Estimate Revision • May 15Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.55 to €0.49 per share. Revenue forecast steady at €177.4m. Net income forecast to grow 139% next year vs 61% growth forecast for Electronic industry in Italy. Consensus price target of €27.23 unchanged from last update. Share price fell 2.9% to €20.35 over the past week.
Upcoming Dividend • Apr 19Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 26 April 2021. Payment date: 28 April 2021. Trailing yield: 1.9%. Lower than top quartile of Italian dividend payers (4.0%). Higher than average of industry peers (1.5%).
Major Estimate Revision • Mar 18Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €0.64 to €0.55 per share. Revenue forecast steady at €177.3m. Net income forecast to grow 119% next year vs 27% growth forecast for Electronic industry in Italy. Consensus price target down from €28.00 to €27.23. Share price fell 3.9% to €21.15 over the past week.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €168.7m (down 7.5% from FY 2019). Net income: €4.79m (down 74% from FY 2019). Profit margin: 2.8% (down from 10% in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.7%. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 3.8%, compared to a 8.7% growth forecast for the Electronic industry in Italy.
Is New 90 Day High Low • Feb 22New 90-day low: €21.70The company is down 12% from its price of €24.70 on 24 November 2020. The Italian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.14 per share.
Analyst Estimate Surprise Post Earnings • Nov 15Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 3.4%, compared to a 5.9% growth forecast for the Electronic industry in Italy.
Is New 90 Day High Low • Oct 29New 90-day low: €19.00The company is down 23% from its price of €24.75 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. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.54 per share.
Is New 90 Day High Low • Oct 12New 90-day low: €23.50The company is down 3.0% from its price of €24.35 on 14 July 2020. The Italian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.82 per share.
Major Estimate Revision • Sep 18Analysts lower EPS estimates to €0.34The 2020 consensus revenue estimate was lowered from €175.2m to €167.8m. Earning per share (EPS) estimate was also lowered from €0.39 to €0.34 for the same period. Net income is expected to grow by 14% next year compared to 14% growth forecast for the Electronic industry in Italy. The consensus price target increased from €28.00 to €28.67. Share price is down by 1.2% to €25.40 over the past week.