SMCP（SMCP N）株式概要SMCP S.A.は既製服およびアクセサリーの小売企業として、フランス国内および海外で事業を展開している。 詳細SMCP N ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績2/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より7.8%で取引されている 収益は年間44.11%増加すると予測されています 今年は黒字化を達成 リスク分析株式の流動性は非常に低い 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SMCP 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$110.5499.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-62m1b2016201920222025202620282031Revenue €1.4bEarnings €17.1mAdvancedSet Fair ValueView all narrativesSMCP S.A. 競合他社Grupo Gigante S. A. B. de C. VSymbol: BMV:GIGANTE *Market cap: Mex$32.1bGrupo Palacio de Hierro. deSymbol: BMV:GPH 1Market cap: Mex$15.9bEEKA Fashion HoldingsSymbol: SEHK:3709Market cap: HK$4.1bAoyama TradingSymbol: TSE:8219Market cap: JP¥99.9b価格と性能株価の高値、安値、推移の概要SMCP過去の株価現在の株価€110.5452週高値€110.5452週安値€55.50ベータ1.551ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化5.10%5年間の変化n/aIPOからの変化-16.92%最新ニュースお知らせ • May 06SMCP S.A. Announces Executive and Committee ChangesSMCP announced the appointment of Linda Li as President and CEO for North America. She will succeed Ida Simonsen, who has decided to pursue new opportunities, and whom the Group warmly thanks for her contribution to the development of its North American operations over the past years. Linda Li will join the Group’s Executive Committee. Prior to joining SMCP, Linda Li served as Managing Director & President of COS North America, where she successfully led the region’s omnichannel development and commercial performance. She previously spent many years within H&M Group in the Americas, holding several senior positions including Head of Marketing & Communications and Head of E-Commerce. She began her career at the Boston Consulting Group. Linda Li graduated from Harvard College and Harvard Business School.お知らせ • Oct 23SMCP S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026SMCP S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • May 06SMCP S.A., Annual General Meeting, Jun 12, 2025SMCP S.A., Annual General Meeting, Jun 12, 2025. Location: 2 rue de marengo, paris Franceお知らせ • Apr 29SMCP S.A. to Report First Half, 2025 Results on Jul 29, 2025SMCP S.A. announced that they will report first half, 2025 results on Jul 29, 2025お知らせ • Oct 29SMCP S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025SMCP S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025Board Change • Oct 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • May 06SMCP S.A. Announces Executive and Committee ChangesSMCP announced the appointment of Linda Li as President and CEO for North America. She will succeed Ida Simonsen, who has decided to pursue new opportunities, and whom the Group warmly thanks for her contribution to the development of its North American operations over the past years. Linda Li will join the Group’s Executive Committee. Prior to joining SMCP, Linda Li served as Managing Director & President of COS North America, where she successfully led the region’s omnichannel development and commercial performance. She previously spent many years within H&M Group in the Americas, holding several senior positions including Head of Marketing & Communications and Head of E-Commerce. She began her career at the Boston Consulting Group. Linda Li graduated from Harvard College and Harvard Business School.お知らせ • Oct 23SMCP S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026SMCP S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026お知らせ • May 06SMCP S.A., Annual General Meeting, Jun 12, 2025SMCP S.A., Annual General Meeting, Jun 12, 2025. Location: 2 rue de marengo, paris Franceお知らせ • Apr 29SMCP S.A. to Report First Half, 2025 Results on Jul 29, 2025SMCP S.A. announced that they will report first half, 2025 results on Jul 29, 2025お知らせ • Oct 29SMCP S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025SMCP S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025Board Change • Oct 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 02SMCP Group Announces Executive ChangesSMCP Group announced the appointment of Ida Simonsen as President and CEO for North America. She will succeed to Paul Griffin who decided to pursue his career outside the Group. Ida Simonsen brings a wealth of experience to her new role. Most recently, she served as President of the Americas for Stella McCartney for over 12 years, where she played a crucial role in expanding its retail and wholesale presence across the United States, Canada, and Mexico. During her tenure, Ida guided Stella McCartney through significant transitions, including its change of shareholder from Kering to LVMH, and expanded the brand’s retail network in the Americas. Prior to her time at Stella McCartney, Ida held leadership positions at Marni, further enhancing her deep knowledge of the US market and the global fashion industry.お知らせ • Apr 26SMCP S.A., Annual General Meeting, Jun 06, 2024SMCP S.A., Annual General Meeting, Jun 06, 2024.お知らせ • Jan 27SMCP S.A. Revises Earnings Guidance for the Fourth Quarter of 2023SMCP S.A. revised earnings guidance for the fourth quarter of 2023. In the fourth quarter of 2023, Group sales remained stable compared to 2022 at constant exchange rates, despite a macro-economic context that continued to deteriorate: heightened geopolitical tensions, weak household consumption and persistent inflation. The good resilience of the Group in the United States offset a difficult month of December in Europe (particularly in France) and a less dynamic month than expected in China. Despite those headwinds, the Group decided to maintain a very strict discount policy. Taking these elements into account, the company expects a performance slightly below previous announcement: sales around €1.230 million, that is a growth at constant FX of +3.8% versus 2022 (previously “mid-single digit growth”).お知らせ • Jan 10+ 1 more updateSMCP S.A. to Report First Half, 2024 Results on Jul 25, 2024SMCP S.A. announced that they will report first half, 2024 results on Jul 25, 2024お知らせ • Sep 19+ 1 more updateSMCP S.A. Revises Earnings Guidance for the Fiscal Year 2023SMCP S.A. revised earnings guidance for the fiscal year 2023. for the year, the company expects a mid-single digit growth of sales at constant FX vs 2022 against mid- to high- single digit sales growth at constant FX vs 2022 expected previously.お知らせ • May 10SMCP group Appoints Jérémie Le Febvre as CEO of Fursac, Effective 15 May 2023SMCP group announced the appointment of Jérémie Le Febvre as CEO of Fursac, effective 15 May 2023. In this role, he will also join the SMCP Executive Committee. Jérémie Le Febvre, 40, is taking over as CEO of Fursac after several years in key positions in the fashion industry. Before joining the group, he managed A-COLD-WALL alongside its Artistic Director. Prior to that, he worked on several brands and notably AMI, at a key moment of its development, alongside the founding Artistic Director and the CEO. During this experience, he co-managed a multidisciplinary and global team that allowed him to put his leadership skills at the service of an ambitious creative environment, and to build a strong sensitivity for the world of men's fashion and the product. A graduate of HEC and holder of a Master's degree in International Corporate and Tax Law, Jérémie spent the first 10 years of his career in key positions in the financial industry.Board Change • Jan 31High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to Mex$105, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$146 per share.Board Change • Sep 26High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元SMCP NMX Specialty RetailMX 市場7D0%1.8%0.2%1Yn/a5.9%15.6%株主還元を見る業界別リターン: SMCP NがMX Specialty Retail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: SMCP 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 SMCP N's price volatile compared to industry and market?SMCP N volatilitySMCP N Average Weekly Movementn/aSpecialty Retail Industry Average Movement6.6%Market Average Movement4.1%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.6%安定した株価: SMCP 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SMCP 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19846,404Isabelle Guichotwww.smcp.comSMCP S.A.は、既製服およびアクセサリーの小売企業として、フランス国内および海外で事業を展開している。スーツやコート、既製服製品、バッグ、靴、アクセサリー、流動性と構造、レースと刺繍、ニットウェアとレザー、衣料品、靴、ジュエリー、スカーフ、ベルト、その他のアクセサリーを提供している。また、トレンチコート、ベビードールドレス、セーラートップ、新しいワークウェア製品、アーバンカジュアルとイブニングウェア、アウターウェア、ニットウェア、シャツなども提供している。SMCP社は、Sandro（サンドロ）、Maje（マジェ）、Claudie Pierlot（クローディ・ピエルロ）、Fursac（フルサック）のブランド名で、百貨店の一角だけでなく、販売店、店舗、ウェブサイトのネットワークを通じて商品を販売している。SMCP S.A.は1984年に設立され、フランスのパリに本社を置いている。もっと見るSMCP S.A. 基礎のまとめSMCP の収益と売上を時価総額と比較するとどうか。SMCP N 基礎統計学時価総額Mex$10.56b収益（TTM）Mex$326.02m売上高(TTM)Mex$26.50b32.4xPER（株価収益率0.4xP/SレシオSMCP 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SMCP N 損益計算書（TTM）収益€1.23b売上原価€452.70m売上総利益€774.80mその他の費用€759.70m収益€15.10m直近の収益報告Jun 30, 2025次回決算日該当なし一株当たり利益（EPS）0.19グロス・マージン63.12%純利益率1.23%有利子負債／自己資本比率21.4%SMCP 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2025/10/06 05:33終値2025/07/09 00:00収益2025/06/30年間収益2024/12/31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SMCP S.A. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Rebecca McClellanBanco SantanderMariana Horn UribeBerenbergMarie-Line FortBernstein14 その他のアナリストを表示
お知らせ • May 06SMCP S.A. Announces Executive and Committee ChangesSMCP announced the appointment of Linda Li as President and CEO for North America. She will succeed Ida Simonsen, who has decided to pursue new opportunities, and whom the Group warmly thanks for her contribution to the development of its North American operations over the past years. Linda Li will join the Group’s Executive Committee. Prior to joining SMCP, Linda Li served as Managing Director & President of COS North America, where she successfully led the region’s omnichannel development and commercial performance. She previously spent many years within H&M Group in the Americas, holding several senior positions including Head of Marketing & Communications and Head of E-Commerce. She began her career at the Boston Consulting Group. Linda Li graduated from Harvard College and Harvard Business School.
お知らせ • Oct 23SMCP S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026SMCP S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • May 06SMCP S.A., Annual General Meeting, Jun 12, 2025SMCP S.A., Annual General Meeting, Jun 12, 2025. Location: 2 rue de marengo, paris France
お知らせ • Apr 29SMCP S.A. to Report First Half, 2025 Results on Jul 29, 2025SMCP S.A. announced that they will report first half, 2025 results on Jul 29, 2025
お知らせ • Oct 29SMCP S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025SMCP S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025
Board Change • Oct 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 06SMCP S.A. Announces Executive and Committee ChangesSMCP announced the appointment of Linda Li as President and CEO for North America. She will succeed Ida Simonsen, who has decided to pursue new opportunities, and whom the Group warmly thanks for her contribution to the development of its North American operations over the past years. Linda Li will join the Group’s Executive Committee. Prior to joining SMCP, Linda Li served as Managing Director & President of COS North America, where she successfully led the region’s omnichannel development and commercial performance. She previously spent many years within H&M Group in the Americas, holding several senior positions including Head of Marketing & Communications and Head of E-Commerce. She began her career at the Boston Consulting Group. Linda Li graduated from Harvard College and Harvard Business School.
お知らせ • Oct 23SMCP S.A. to Report Fiscal Year 2025 Results on Feb 26, 2026SMCP S.A. announced that they will report fiscal year 2025 results on Feb 26, 2026
お知らせ • May 06SMCP S.A., Annual General Meeting, Jun 12, 2025SMCP S.A., Annual General Meeting, Jun 12, 2025. Location: 2 rue de marengo, paris France
お知らせ • Apr 29SMCP S.A. to Report First Half, 2025 Results on Jul 29, 2025SMCP S.A. announced that they will report first half, 2025 results on Jul 29, 2025
お知らせ • Oct 29SMCP S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025SMCP S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025
Board Change • Oct 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Atalay Atasu was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 02SMCP Group Announces Executive ChangesSMCP Group announced the appointment of Ida Simonsen as President and CEO for North America. She will succeed to Paul Griffin who decided to pursue his career outside the Group. Ida Simonsen brings a wealth of experience to her new role. Most recently, she served as President of the Americas for Stella McCartney for over 12 years, where she played a crucial role in expanding its retail and wholesale presence across the United States, Canada, and Mexico. During her tenure, Ida guided Stella McCartney through significant transitions, including its change of shareholder from Kering to LVMH, and expanded the brand’s retail network in the Americas. Prior to her time at Stella McCartney, Ida held leadership positions at Marni, further enhancing her deep knowledge of the US market and the global fashion industry.
お知らせ • Apr 26SMCP S.A., Annual General Meeting, Jun 06, 2024SMCP S.A., Annual General Meeting, Jun 06, 2024.
お知らせ • Jan 27SMCP S.A. Revises Earnings Guidance for the Fourth Quarter of 2023SMCP S.A. revised earnings guidance for the fourth quarter of 2023. In the fourth quarter of 2023, Group sales remained stable compared to 2022 at constant exchange rates, despite a macro-economic context that continued to deteriorate: heightened geopolitical tensions, weak household consumption and persistent inflation. The good resilience of the Group in the United States offset a difficult month of December in Europe (particularly in France) and a less dynamic month than expected in China. Despite those headwinds, the Group decided to maintain a very strict discount policy. Taking these elements into account, the company expects a performance slightly below previous announcement: sales around €1.230 million, that is a growth at constant FX of +3.8% versus 2022 (previously “mid-single digit growth”).
お知らせ • Jan 10+ 1 more updateSMCP S.A. to Report First Half, 2024 Results on Jul 25, 2024SMCP S.A. announced that they will report first half, 2024 results on Jul 25, 2024
お知らせ • Sep 19+ 1 more updateSMCP S.A. Revises Earnings Guidance for the Fiscal Year 2023SMCP S.A. revised earnings guidance for the fiscal year 2023. for the year, the company expects a mid-single digit growth of sales at constant FX vs 2022 against mid- to high- single digit sales growth at constant FX vs 2022 expected previously.
お知らせ • May 10SMCP group Appoints Jérémie Le Febvre as CEO of Fursac, Effective 15 May 2023SMCP group announced the appointment of Jérémie Le Febvre as CEO of Fursac, effective 15 May 2023. In this role, he will also join the SMCP Executive Committee. Jérémie Le Febvre, 40, is taking over as CEO of Fursac after several years in key positions in the fashion industry. Before joining the group, he managed A-COLD-WALL alongside its Artistic Director. Prior to that, he worked on several brands and notably AMI, at a key moment of its development, alongside the founding Artistic Director and the CEO. During this experience, he co-managed a multidisciplinary and global team that allowed him to put his leadership skills at the service of an ambitious creative environment, and to build a strong sensitivity for the world of men's fashion and the product. A graduate of HEC and holder of a Master's degree in International Corporate and Tax Law, Jérémie spent the first 10 years of his career in key positions in the financial industry.
Board Change • Jan 31High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to Mex$105, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 19x in the Specialty Retail industry in South America. Simply Wall St's valuation model estimates the intrinsic value at Mex$146 per share.
Board Change • Sep 26High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Christophe Chenut was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
