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Signify N.V.ENXTAM:LIGHT 株式レポート

時価総額 €2.3b
株価
€19.32
€20.26
4.6% 割安 内在価値ディスカウント
1Y6.3%
7D-0.2%
ポートフォリオ価値
表示

Signify N.V.

ENXTAM:LIGHT 株式レポート

時価総額:€2.3b

Signify(LIGHT)株式概要

Signify N.V.はヨーロッパ、アメリカ、そして国際的に照明製品、システム、サービスを提供しています。 詳細

LIGHT ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績0/6
財務の健全性6/6
配当金4/6

LIGHT Community Fair Values

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Community Contributor
CA$5.25FV 1.3% 割高 内在価値ディスカウント
30989.3%Revenue growth p.a.
966
4
0
18
10d ago

Signify N.V. 競合他社

価格と性能

株価の高値、安値、推移の概要Signify
過去の株価
現在の株価€19.32
52週高値€23.84
52週安値€17.01
ベータ0.91
1ヶ月の変化6.98%
3ヶ月変化7.87%
1年変化6.33%
3年間の変化-25.52%
5年間の変化-62.07%
IPOからの変化-12.18%

最新ニュース

Recent updates

LIGHT: Dividend Stability And Cash Generation Will Support Post Downgrade Re Rating

Analysts have trimmed their average 12 month price targets for Signify by a few euros to around €26, reflecting recent rating downgrades and a slightly more cautious view on growth, margins and future P/E multiples. Analyst Commentary Recent Street research on Signify points to a more cautious tone overall, but there are still elements that constructive investors will focus on.

LIGHT: Higher Discount Rate And Softer Outlook Will Reshape Margins Yet Support Rebound

Analysts have trimmed their fair value estimate for Signify to about €20.26 from roughly €23.81, citing softer revenue and margin expectations, along with a slightly higher assumed discount rate that has also led to several recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research has turned more cautious on Signify, with several houses cutting price targets and at least two downgrades, including one from JPMorgan.

LIGHT: Dividend And Cash Generation Will Support Re Rating After Downgrades

Analysts have reduced their average price target on Signify by a few euros, reflecting recent downgrades and slightly more cautious assumptions around growth and risk, while expectations for fair value and long term profitability remain broadly unchanged. Analyst Commentary Recent research has featured several downgrades and lower price targets, but the way analysts talk about Signify still includes a clear list of positives that readers should keep in mind when weighing the stock.

LIGHT: Lower Margins And Execution Risks Will Constrain Future Upside Potential

Analysts have trimmed their fair value estimate for Signify from about €16.70 to around €14.70, reflecting lower price targets and more cautious assumptions on growth, margins and future P/E multiples in recent research updates from several banks. Analyst Commentary Recent research on Signify has taken a more cautious tone, with several bearish analysts adjusting their views after reassessing growth assumptions, margin resilience and the level of P/E multiples they are comfortable applying to the shares.

LIGHT: Execution And Dividend Will Support Re Rating After Recent Downgrades

Analysts have trimmed their average price target on Signify by a few euros, with recent cuts from Citi and Morgan Stanley, and downgrades from Berenberg and JPMorgan, pointing to a slightly more cautious view on the shares. Analyst Commentary Recent research has leaned more cautious on Signify, with several firms reducing price targets and issuing downgrades, including a cut from JPMorgan.

LIGHT: Reset Expectations And Dividend Will Support Shares Over Time

Analysts have reduced their fair value estimate for Signify from €30.00 to €26.00, reflecting more cautious assumptions on revenue growth, profit margins, discount rate and future P/E following a recent round of price target cuts and downgrades from several banks. Analyst Commentary Recent Street research has focused on recalibrating expectations for Signify, with several banks adjusting price targets and ratings.

Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.57

Feb 04
Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.57

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

Jan 29
Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

LIGHT: Higher Discount Rate Will Tighten Upside In Execution Risk Scenario

Narrative Update The updated analyst price target for Signify moves lower to about €16.70 from €17.20. This reflects analysts' recent reductions in fair value assumptions that are consistent with Street price target cuts to €29 and €22, and with updated views on discount rate, revenue trends, profit margins and future P/E.

Signify N.V. (AMS:LIGHT) Shares Could Be 49% Below Their Intrinsic Value Estimate

Jan 13
Signify N.V. (AMS:LIGHT) Shares Could Be 49% Below Their Intrinsic Value Estimate

LIGHT: Cost Discipline And Margins Will Support Rebound Despite Softer Demand

Narrative update Analysts have trimmed Signify's fair value estimate slightly to about €23.81. This reflects recent reductions in published price targets to €29 and €22 and updated views on revenue growth, margins and future P/E assumptions.

Improved Earnings Required Before Signify N.V. (AMS:LIGHT) Shares Find Their Feet

Dec 30
Improved Earnings Required Before Signify N.V. (AMS:LIGHT) Shares Find Their Feet

LIGHT: Energy Efficient Lighting Demand Will Drive Shares Higher Over Time

Analysts have modestly reduced our fair value estimate for Signify to EUR 30 from EUR 33, reflecting a higher perceived risk profile and lower target multiples, despite slightly improved revenue growth expectations. Analyst Commentary Bullish analysts continue to view Signify as undervalued relative to its medium term earnings potential, even as near term uncertainties prompt incremental target reductions.

Is Signify (AMS:LIGHT) Using Too Much Debt?

Dec 15
Is Signify (AMS:LIGHT) Using Too Much Debt?

LIGHT: Cost Discipline And Margin Resilience Will Support Earnings Recovery Ahead

Analysts have nudged down their price target on Signify to about EUR 24 from roughly EUR 24.20, citing slightly softer revenue growth expectations, offset by stable margins and a modestly lower future P E multiple. Analyst Commentary Recent revisions to price targets for Signify highlight a mixed but generally constructive view on the company, with upside potential balanced by execution and growth concerns.

LIGHT: Cost Control And Efficiency Improvements Will Drive Earnings Recovery Ahead

Analysts have modestly reduced their price targets for Signify, with expectations now ranging from EUR 22 to EUR 29. This reflects concerns over revenue growth prospects and a slight decline in the discount rate used for valuation.

LIGHT: Efficiency Efforts Are Expected To Drive Margins And Long-Term Upside

Analysts have lowered their price targets for Signify, with updated targets ranging from EUR 22 to EUR 29. This reflects cautious outlooks due to ongoing market and margin pressures.

LIGHT: Improved Margins Will Underpin Shareholder Returns Amid Market Challenges

Analysts have reduced their price target for Signify by approximately €0.85. They cite modestly lower growth expectations but note that improved profit margins support the company's valuation.

Is There Now An Opportunity In Signify N.V. (AMS:LIGHT)?

Oct 01
Is There Now An Opportunity In Signify N.V. (AMS:LIGHT)?

Little Excitement Around Signify N.V.'s (AMS:LIGHT) Earnings

Sep 16
Little Excitement Around Signify N.V.'s (AMS:LIGHT) Earnings

We Think Signify (AMS:LIGHT) Can Stay On Top Of Its Debt

Aug 16
We Think Signify (AMS:LIGHT) Can Stay On Top Of Its Debt

Signify (AMS:LIGHT) Has Some Way To Go To Become A Multi-Bagger

Jul 16
Signify (AMS:LIGHT) Has Some Way To Go To Become A Multi-Bagger

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

Jul 01
Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

Insufficient Growth At Signify N.V. (AMS:LIGHT) Hampers Share Price

Jun 16
Insufficient Growth At Signify N.V. (AMS:LIGHT) Hampers Share Price

Is Signify (AMS:LIGHT) A Risky Investment?

May 17
Is Signify (AMS:LIGHT) A Risky Investment?

Signify N.V. Just Beat EPS By 114%: Here's What Analysts Think Will Happen Next

Apr 29
Signify N.V. Just Beat EPS By 114%: Here's What Analysts Think Will Happen Next

Returns On Capital At Signify (AMS:LIGHT) Have Hit The Brakes

Apr 07
Returns On Capital At Signify (AMS:LIGHT) Have Hit The Brakes

We Think Signify's (AMS:LIGHT) Solid Earnings Are Understated

Mar 05
We Think Signify's (AMS:LIGHT) Solid Earnings Are Understated
User avatar

Climate Transition Plan And F1 Partnership Will Drive Future Success In Sustainable Lighting

New organizational structure and cost reduction measures are expected to positively impact revenue and net margins.

Should You Think About Buying Signify N.V. (AMS:LIGHT) Now?

Feb 17
Should You Think About Buying Signify N.V. (AMS:LIGHT) Now?

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Jan 29
Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Not Many Are Piling Into Signify N.V. (AMS:LIGHT) Just Yet

Dec 22
Not Many Are Piling Into Signify N.V. (AMS:LIGHT) Just Yet

Signify (AMS:LIGHT) Has A Pretty Healthy Balance Sheet

Dec 04
Signify (AMS:LIGHT) Has A Pretty Healthy Balance Sheet

Why Signify N.V. (AMS:LIGHT) Could Be Worth Watching

Nov 16
Why Signify N.V. (AMS:LIGHT) Could Be Worth Watching

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Oct 28
Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Signify's (AMS:LIGHT) Conservative Accounting Might Explain Soft Earnings

Aug 05
Signify's (AMS:LIGHT) Conservative Accounting Might Explain Soft Earnings

Investors Continue Waiting On Sidelines For Signify N.V. (AMS:LIGHT)

Jun 03
Investors Continue Waiting On Sidelines For Signify N.V. (AMS:LIGHT)

Signify's (AMS:LIGHT) Dividend Will Be Increased To €1.55

May 09
Signify's (AMS:LIGHT) Dividend Will Be Increased To €1.55

We Discuss Why Signify N.V.'s (AMS:LIGHT) CEO Compensation May Be Closely Reviewed

May 08
We Discuss Why Signify N.V.'s (AMS:LIGHT) CEO Compensation May Be Closely Reviewed

Signify N.V. (AMS:LIGHT) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

May 01
Signify N.V. (AMS:LIGHT) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Signify's (AMS:LIGHT) Upcoming Dividend Will Be Larger Than Last Year's

Apr 25
Signify's (AMS:LIGHT) Upcoming Dividend Will Be Larger Than Last Year's

Signify (AMS:LIGHT) Is Increasing Its Dividend To €1.55

Apr 04
Signify (AMS:LIGHT) Is Increasing Its Dividend To €1.55

Does Signify (AMS:LIGHT) Have A Healthy Balance Sheet?

Mar 22
Does Signify (AMS:LIGHT) Have A Healthy Balance Sheet?

At €25.09, Is It Time To Put Signify N.V. (AMS:LIGHT) On Your Watch List?

Feb 22
At €25.09, Is It Time To Put Signify N.V. (AMS:LIGHT) On Your Watch List?

Investors Can Find Comfort In Signify's (AMS:LIGHT) Earnings Quality

Feb 04
Investors Can Find Comfort In Signify's (AMS:LIGHT) Earnings Quality

Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.55

Jan 30
Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.55

株主還元

LIGHTNL ElectricalNL 市場
7D-0.2%0.02%-0.9%
1Y6.3%78.3%31.5%

業界別リターン: LIGHT過去 1 年間で78.3 % の収益を上げたDutch Electrical業界を下回りました。

リターン対市場: LIGHTは、過去 1 年間で31.5 % のリターンを上げたDutch市場を下回りました。

価格変動

Is LIGHT's price volatile compared to industry and market?
LIGHT volatility
LIGHT Average Weekly Movement4.8%
Electrical Industry Average Movement6.8%
Market Average Movement4.7%
10% most volatile stocks in NL Market8.1%
10% least volatile stocks in NL Market2.9%

安定した株価: LIGHT 、 Dutch市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: LIGHTの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
189126,008As Tempelmanwww.signify.com

Signify N.V.は、ヨーロッパ、アメリカ、そして国際的に照明製品、システム、サービスを提供している。同社はデジタルソリューション、デジタル製品、従来製品の各セグメントで事業を展開している。同社のLED、システム、サービスは、オフィス、商業ビル、店舗、ホスピタリティ、産業、農業、屋外環境など様々な市場セグメントで使用されている。同社は、小売、オフィス、産業、屋外の各分野における業務用照明器具の用途向けに、LEDドライバーやモジュールなどのLED電子部品をOEM(相手先商標製品製造)メーカーに提供している。さらに、高輝度放電ランプ、TL、コンパクト蛍光灯、ハロゲン、白熱灯、電子安定器とドライバー、プロジェクション照明からなる特殊照明製品など、LED以外の技術に基づくランプも製造・販売している。シグニファイN.V.は1891年に設立され、オランダのアイントホーフェンに本社を置いている。

Signify N.V. 基礎のまとめ

Signify の収益と売上を時価総額と比較するとどうか。
LIGHT 基礎統計学
時価総額€2.30b
収益(TTM)€193.00m
売上高(TTM)€5.59b
11.9x
PER(株価収益率
0.4x
P/Sレシオ

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
LIGHT 損益計算書(TTM)
収益€5.59b
売上原価€3.35b
売上総利益€2.24b
その他の費用€2.04b
収益€193.00m

直近の収益報告

Mar 31, 2026

次回決算日

Jul 24, 2026

一株当たり利益(EPS)1.62
グロス・マージン40.01%
純利益率3.45%
有利子負債/自己資本比率57.2%

LIGHT 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

8.1%
現在の配当利回り
76%
配当性向

LIGHT 配当は確実ですか?

LIGHT 配当履歴とベンチマークを見る
LIGHT 、いつまでに購入すれば配当金を受け取れますか?
Signify 配当日
配当落ち日Apr 30 2026
配当支払日May 11 2026
配当落ちまでの日数2 days
配当支払日までの日数9 days

LIGHT 配当は確実ですか?

LIGHT 配当履歴とベンチマークを見る

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2026/04/30 15:03
終値2026/04/30 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

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

Signify N.V. 11 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。24

アナリスト機関
George FeatherstoneBarclays
James WinchesterBarclays
Charlotte FriedrichsBerenberg