View ValuationBefesa 将来の成長Future 基準チェック /26Befesa利益と収益がそれぞれ年間11.2%と6.2%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11.5% 11.2%なると予測されています。主要情報11.2%収益成長率11.18%EPS成長率Commercial Services 収益成長16.0%収益成長率6.2%将来の株主資本利益率11.55%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$716, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Commercial Services industry globally. Total loss to shareholders of 2.9% over the past three years.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: €0.52 (vs €0.12 in 3Q 2024)Third quarter 2025 results: EPS: €0.52 (up from €0.12 in 3Q 2024). Revenue: €290.3m (down 1.2% from 3Q 2024). Net income: €20.7m (up 318% from 3Q 2024). Profit margin: 7.1% (up from 1.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Oct 31+ 3 more updatesBefesa S.A. to Report Q3, 2026 Results on Oct 29, 2026Befesa S.A. announced that they will report Q3, 2026 results at 7:30 AM, Central European Standard Time on Oct 29, 2026Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €0.54 (vs €0.26 in 2Q 2024)Second quarter 2025 results: EPS: €0.54 (up from €0.26 in 2Q 2024). Revenue: €293.2m (down 9.2% from 2Q 2024). Net income: €21.4m (up 103% from 2Q 2024). Profit margin: 7.3% (up from 3.3% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 12Dividend of €0.64 announcedShareholders will receive a dividend of €0.64. Ex-date: 20th June 2025 Payment date: 24th June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Mar 02Dividend of €0.64 announcedShareholders will receive a dividend of €0.64. Ex-date: 20th June 2025 Payment date: 24th June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has remained flat since 7 years ago. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 28Befesa S.A. announces Annual dividend, payable on June 24, 2025Befesa S.A. announced Annual dividend of EUR 0.6400 per share payable on June 24, 2025, ex-date on June 20, 2025 and record date on June 23, 2025.お知らせ • Nov 01+ 4 more updatesBefesa S.A. to Report First Half, 2025 Results on Jul 30, 2025Befesa S.A. announced that they will report first half, 2025 results on Jul 30, 2025Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.26 (vs €0.13 in 2Q 2023)Second quarter 2024 results: EPS: €0.26 (up from €0.13 in 2Q 2023). Revenue: €322.8m (up 10.0% from 2Q 2023). Net income: €10.6m (up 108% from 2Q 2023). Profit margin: 3.3% (up from 1.7% in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$569, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Commercial Services industry globally.Declared Dividend • May 14Dividend of €0.73 announcedShareholders will receive a dividend of €0.73. Ex-date: 21st June 2024 Payment date: 25th June 2024 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. EPS is expected to grow by 115% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: €0.24 (vs €0.38 in 1Q 2023)First quarter 2024 results: EPS: €0.24 (down from €0.38 in 1Q 2023). Revenue: €298.3m (down 7.3% from 1Q 2023). Net income: €9.45m (down 38% from 1Q 2023). Profit margin: 3.2% (down from 4.7% in 1Q 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$637, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Commercial Services industry globally. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,206 per share.Declared Dividend • Apr 23Dividend of €0.73 announcedShareholders will receive a dividend of €0.73. Ex-date: 21st June 2024 Payment date: 25th June 2024 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (233% cash payout ratio). The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Mar 03Dividend of €0.73 announcedShareholders will receive a dividend of €0.73. Ex-date: 21st June 2024 Payment date: 25th June 2024 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (107% earnings payout ratio) nor is it covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 9.4% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jan 26Befesa S.A.(XTRA:BFSA) dropped from Germany SDAX (Total Return) IndexBefesa S.A. has been dropped from Germany SDAX (Total Return) Index.お知らせ • Oct 28+ 5 more updatesBefesa S.A. to Report Q1, 2024 Results on Apr 25, 2024Befesa S.A. announced that they will report Q1, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$521, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Commercial Services industry globally. Total loss to shareholders of 17% over the past year.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €0.13 (vs €0.58 in 2Q 2022)Second quarter 2023 results: EPS: €0.13 (down from €0.58 in 2Q 2022). Revenue: €293.5m (down 5.7% from 2Q 2022). Net income: €5.09m (down 78% from 2Q 2022). Profit margin: 1.7% (down from 7.4% in 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$633, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Commercial Services industry globally. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$926 per share.お知らせ • Nov 17Befesa S.A. to Report Fiscal Year 2022 Final Results on Mar 23, 2023Befesa S.A. announced that they will report fiscal year 2022 final results on Mar 23, 2023お知らせ • Nov 15+ 2 more updatesBefesa S.A., Annual General Meeting, Jun 15, 2023Befesa S.A., Annual General Meeting, Jun 15, 2023.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.93 (vs €0.40 in 3Q 2021)Third quarter 2022 results: EPS: €0.93 (up from €0.40 in 3Q 2021). Revenue: €285.3m (up 50% from 3Q 2021). Net income: €37.2m (up 134% from 3Q 2021). Profit margin: 13% (up from 8.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Commercial Services industry in South America.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$650, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Commercial Services industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,265 per share.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €0.58 (vs €0.60 in 2Q 2021)Second quarter 2022 results: EPS: €0.58. Revenue: €311.1m (up 62% from 2Q 2021). Net income: €23.0m (up 11% from 2Q 2021). Profit margin: 7.4% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.0%, compared to a 33% growth forecast for the industry in Mexico.Upcoming Dividend • Jun 10Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 17 June 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (3.1%).Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.68 (vs €0.73 in 1Q 2021)First quarter 2022 results: EPS: €0.68. Revenue: €261.4m (up 36% from 1Q 2021). Net income: €27.0m (up 8.9% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 37% growth forecast for the industry in Mexico.Reported Earnings • Apr 04Full year 2021 earnings released: EPS: €2.68 (vs €1.40 in FY 2020)Full year 2021 results: EPS: €2.68 (up from €1.40 in FY 2020). Revenue: €821.6m (up 36% from FY 2020). Net income: €99.7m (up 110% from FY 2020). Profit margin: 12% (up from 7.9% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 35%, compared to a 40% growth forecast for the industry in Mexico.業績と収益の成長予測BMV:BFSA N - 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12/31/20281,365116167233712/31/20271,377108155220912/31/20261,27210114621973/31/20261,15983132216N/A12/31/20251,18381136212N/A9/30/20251,21687121188N/A6/30/20251,21971109186N/A3/31/20251,24960133211N/A12/31/20241,23951113192N/A9/30/20241,1915596181N/A6/30/20241,1865872162N/A3/31/20241,1575250142N/A12/31/20231,1815843147N/A9/30/20231,2004729144N/A6/30/20231,1797626129N/A3/31/20231,1979419131N/A12/31/20221,13610631137N/A9/30/20221,08812526122N/A6/30/20221,01010420112N/A3/31/202289010242117N/A12/31/202182210040118N/A9/30/20217327856129N/A6/30/20216877385152N/A3/31/20216185844111N/A12/31/2020604483893N/A9/30/2020598532493N/A6/30/202060061-1865N/A3/31/2020648751393N/A12/31/201964883N/A103N/A9/30/201967890N/A106N/A6/30/201968789N/A116N/A3/31/201970493N/A112N/A12/31/201872092N/A104N/A9/30/201871650N/A84N/A6/30/201873347N/A96N/A3/31/2018747115N/A73N/A12/31/201772522N/A92N/A9/30/2017709-36N/A74N/A6/30/2017685-43N/A79N/A3/31/2017634-100N/A80N/A12/31/2016612-52N/A56N/A12/31/2015744-84N/A55N/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: BFSA Nの予測収益成長率 (年間11.2% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: BFSA Nの収益 ( 11.2% ) はMX市場 ( 9% ) 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: BFSA N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: BFSA Nの収益 ( 6.2% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: BFSA Nの収益 ( 6.2% ) 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: BFSA N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 ( 11.5 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 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2026/05/24 02:12終値2026/04/17 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Befesa S.A. 9 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。21 アナリスト機関Jaime EscribanoBanco SantanderCarlos Javier Treviño PeinadorBanco SantanderLasse StuebenBerenberg18 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$716, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Commercial Services industry globally. Total loss to shareholders of 2.9% over the past three years.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: €0.52 (vs €0.12 in 3Q 2024)Third quarter 2025 results: EPS: €0.52 (up from €0.12 in 3Q 2024). Revenue: €290.3m (down 1.2% from 3Q 2024). Net income: €20.7m (up 318% from 3Q 2024). Profit margin: 7.1% (up from 1.7% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 31+ 3 more updatesBefesa S.A. to Report Q3, 2026 Results on Oct 29, 2026Befesa S.A. announced that they will report Q3, 2026 results at 7:30 AM, Central European Standard Time on Oct 29, 2026
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €0.54 (vs €0.26 in 2Q 2024)Second quarter 2025 results: EPS: €0.54 (up from €0.26 in 2Q 2024). Revenue: €293.2m (down 9.2% from 2Q 2024). Net income: €21.4m (up 103% from 2Q 2024). Profit margin: 7.3% (up from 3.3% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 12Dividend of €0.64 announcedShareholders will receive a dividend of €0.64. Ex-date: 20th June 2025 Payment date: 24th June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Mar 02Dividend of €0.64 announcedShareholders will receive a dividend of €0.64. Ex-date: 20th June 2025 Payment date: 24th June 2025 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has remained flat since 7 years ago. However, payments have been volatile during that time. EPS is expected to grow by 72% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 28Befesa S.A. announces Annual dividend, payable on June 24, 2025Befesa S.A. announced Annual dividend of EUR 0.6400 per share payable on June 24, 2025, ex-date on June 20, 2025 and record date on June 23, 2025.
お知らせ • Nov 01+ 4 more updatesBefesa S.A. to Report First Half, 2025 Results on Jul 30, 2025Befesa S.A. announced that they will report first half, 2025 results on Jul 30, 2025
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.26 (vs €0.13 in 2Q 2023)Second quarter 2024 results: EPS: €0.26 (up from €0.13 in 2Q 2023). Revenue: €322.8m (up 10.0% from 2Q 2023). Net income: €10.6m (up 108% from 2Q 2023). Profit margin: 3.3% (up from 1.7% in 2Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$569, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Commercial Services industry globally.
Declared Dividend • May 14Dividend of €0.73 announcedShareholders will receive a dividend of €0.73. Ex-date: 21st June 2024 Payment date: 25th June 2024 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (56% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. EPS is expected to grow by 115% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: €0.24 (vs €0.38 in 1Q 2023)First quarter 2024 results: EPS: €0.24 (down from €0.38 in 1Q 2023). Revenue: €298.3m (down 7.3% from 1Q 2023). Net income: €9.45m (down 38% from 1Q 2023). Profit margin: 3.2% (down from 4.7% in 1Q 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$637, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Commercial Services industry globally. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,206 per share.
Declared Dividend • Apr 23Dividend of €0.73 announcedShareholders will receive a dividend of €0.73. Ex-date: 21st June 2024 Payment date: 25th June 2024 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but not covered by cash flows (233% cash payout ratio). The dividend has remained flat since 6 years ago. However, payments have been volatile during that time. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Mar 03Dividend of €0.73 announcedShareholders will receive a dividend of €0.73. Ex-date: 21st June 2024 Payment date: 25th June 2024 Dividend yield will be 0.1%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is not covered by earnings (107% earnings payout ratio) nor is it covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 9.4% per year over the past 6 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. EPS is expected to grow by 141% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jan 26Befesa S.A.(XTRA:BFSA) dropped from Germany SDAX (Total Return) IndexBefesa S.A. has been dropped from Germany SDAX (Total Return) Index.
お知らせ • Oct 28+ 5 more updatesBefesa S.A. to Report Q1, 2024 Results on Apr 25, 2024Befesa S.A. announced that they will report Q1, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$521, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Commercial Services industry globally. Total loss to shareholders of 17% over the past year.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: €0.13 (vs €0.58 in 2Q 2022)Second quarter 2023 results: EPS: €0.13 (down from €0.58 in 2Q 2022). Revenue: €293.5m (down 5.7% from 2Q 2022). Net income: €5.09m (down 78% from 2Q 2022). Profit margin: 1.7% (down from 7.4% in 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Commercial Services industry in South America. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to Mex$633, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Commercial Services industry globally. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$926 per share.
お知らせ • Nov 17Befesa S.A. to Report Fiscal Year 2022 Final Results on Mar 23, 2023Befesa S.A. announced that they will report fiscal year 2022 final results on Mar 23, 2023
お知らせ • Nov 15+ 2 more updatesBefesa S.A., Annual General Meeting, Jun 15, 2023Befesa S.A., Annual General Meeting, Jun 15, 2023.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.93 (vs €0.40 in 3Q 2021)Third quarter 2022 results: EPS: €0.93 (up from €0.40 in 3Q 2021). Revenue: €285.3m (up 50% from 3Q 2021). Net income: €37.2m (up 134% from 3Q 2021). Profit margin: 13% (up from 8.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Commercial Services industry in South America.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$650, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Commercial Services industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,265 per share.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €0.58 (vs €0.60 in 2Q 2021)Second quarter 2022 results: EPS: €0.58. Revenue: €311.1m (up 62% from 2Q 2021). Net income: €23.0m (up 11% from 2Q 2021). Profit margin: 7.4% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.0%, compared to a 33% growth forecast for the industry in Mexico.
Upcoming Dividend • Jun 10Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 17 June 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (3.1%).
Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.68 (vs €0.73 in 1Q 2021)First quarter 2022 results: EPS: €0.68. Revenue: €261.4m (up 36% from 1Q 2021). Net income: €27.0m (up 8.9% from 1Q 2021). Profit margin: 10% (down from 13% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 37% growth forecast for the industry in Mexico.
Reported Earnings • Apr 04Full year 2021 earnings released: EPS: €2.68 (vs €1.40 in FY 2020)Full year 2021 results: EPS: €2.68 (up from €1.40 in FY 2020). Revenue: €821.6m (up 36% from FY 2020). Net income: €99.7m (up 110% from FY 2020). Profit margin: 12% (up from 7.9% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 35%, compared to a 40% growth forecast for the industry in Mexico.