AmRest Holdings（EAT N）株式概要アムレスト・ホールディングスSEは、その子会社とともに、中・東欧、西欧、中国、および海外でクイックサービス、ファーストカジュアル、コーヒー、カジュアルダイニングのレストランを運営・管理している。 詳細EAT N ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性2/6配当金2/6報酬当社が推定した公正価値より68.7%で取引されている 収益は年間39.63%増加すると予測されています 過去1年間で収益は480%増加しました リスク分析利払いは収益で十分にカバーされない 株式の流動性は非常に低い 2.86%の配当は利益で十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るEAT N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$48.54116.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-160m3b2016201920222025202620282031Revenue €2.8bEarnings €9.8mAdvancedSet Fair ValueView all narrativesAmRest Holdings SE 競合他社Alsea. deSymbol: BMV:ALSEA *Market cap: Mex$38.4bGrupo Posadas. deSymbol: BMV:POSADAS AMarket cap: Mex$14.9bRLH Properties. deSymbol: BMV:RLH AMarket cap: Mex$20.5bGrupo Hotelero Santa Fe. deSymbol: BMV:HOTEL *Market cap: Mex$3.4b価格と性能株価の高値、安値、推移の概要AmRest Holdings過去の株価現在の株価zł48.5452週高値zł58.6252週安値zł47.73ベータ0.301ヶ月の変化1.70%3ヶ月変化-12.54%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-77.20%最新ニュースBoard Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • May 13First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America.お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spainお知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026New Risk • Mar 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.最新情報をもっと見るRecent updatesBoard Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • May 13First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America.お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spainお知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026New Risk • Mar 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.お知らせ • Jan 13AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • Feb 26+ 2 more updatesAmRest Holdings SE to Report Q1, 2025 Results on May 08, 2025AmRest Holdings SE announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Jan 07AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025お知らせ • Sep 10AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024お知らせ • Apr 07AmRest Holdings SE, Annual General Meeting, May 09, 2024AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters.お知らせ • Apr 03+ 1 more updateAmRest Holdings SE to Report First Half, 2024 Results on Sep 05, 2024AmRest Holdings SE announced that they will report first half, 2024 results on Sep 05, 2024お知らせ • Jan 19AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024お知らせ • Nov 04AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023お知らせ • Aug 03AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023お知らせ • May 17Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023.お知らせ • May 05AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023Board Change • Jan 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 18First quarter 2022 earnings released: EPS: €0 (vs €0.091 loss in 1Q 2021)First quarter 2022 results: EPS: €0 (up from €0.091 loss in 1Q 2021). Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 40% growth forecast for the industry in Mexico.株主還元EAT NMX HospitalityMX 市場7D-1.5%-0.8%2.9%1Yn/a5.3%17.4%株主還元を見る業界別リターン: EAT NがMX Hospitality業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: EAT N MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is EAT N's price volatile compared to industry and market?EAT N volatilityEAT N Average Weekly Movementn/aHospitality Industry Average Movement3.6%Market Average Movement3.8%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.6%安定した株価: EAT Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のEAT Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト199330,072Luis Jimenezwww.amrest.euアムレスト・ホールディングスSEは子会社とともに、中東欧、西欧、中 国、および海外でクイックサービス、ファストカジュアル、コーヒー、カ ジュアルダイニングのレストランを運営、管理している。同社はフランチャイズ契約に基づき、ケンタッキーフライドチキン、ピザハット、バーガーキング、スターバックスのレストランを運営している。また、「ラ・タリアテッラ」ブランド、「ブルーフロッグ」、「スシ・ショップ」、「バコア」ブランドの直営レストランも運営している。さらに、特設売り場でのケータリング、テイクアウト、ドライブインサービス、オンラインや電話による注文の配達も行っている。同社は1993年に設立され、スペインのマドリッドに本拠を置く。アムレスト・ホールディングスSEはFCapital Dutch S.L.の子会社として営業している。もっと見るAmRest Holdings SE 基礎のまとめAmRest Holdings の収益と売上を時価総額と比較するとどうか。EAT N 基礎統計学時価総額Mex$10.45b収益（TTM）Mex$173.44m売上高(TTM)Mex$50.37b60.3xPER（株価収益率0.2xP/SレシオEAT N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計EAT N 損益計算書（TTM）収益€2.53b売上原価€2.24b売上総利益€283.50mその他の費用€274.80m収益€8.70m直近の収益報告Mar 31, 2026次回決算日Sep 03, 2026一株当たり利益（EPS）0.041グロス・マージン11.22%純利益率0.34%有利子負債／自己資本比率181.9%EAT N の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.9%現在の配当利回り173%配当性向View Valuation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2026/06/14 11:38終値2026/06/09 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AmRest Holdings SE 3 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。18 アナリスト機関Batuhan KarabekirBerenbergLukasz WachelkoDeutsche BankKamil StolarskiErste Bank Polska S.A.15 その他のアナリストを表示
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • May 13First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America.
お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026
お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spain
お知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026
New Risk • Mar 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • May 13First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in South America.
お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026
お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spain
お知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026
New Risk • Mar 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Shares are highly illiquid. Minor Risks Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.
お知らせ • Jan 13AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • Feb 26+ 2 more updatesAmRest Holdings SE to Report Q1, 2025 Results on May 08, 2025AmRest Holdings SE announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Jan 07AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025
お知らせ • Sep 10AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024
お知らせ • Apr 07AmRest Holdings SE, Annual General Meeting, May 09, 2024AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters.
お知らせ • Apr 03+ 1 more updateAmRest Holdings SE to Report First Half, 2024 Results on Sep 05, 2024AmRest Holdings SE announced that they will report first half, 2024 results on Sep 05, 2024
お知らせ • Jan 19AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024
お知らせ • Nov 04AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023
お知らせ • Aug 03AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023
お知らせ • May 17Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023.
お知らせ • May 05AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023
Board Change • Jan 31Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 18First quarter 2022 earnings released: EPS: €0 (vs €0.091 loss in 1Q 2021)First quarter 2022 results: EPS: €0 (up from €0.091 loss in 1Q 2021). Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 40% growth forecast for the industry in Mexico.
