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Signify N.V.ENXTAM:LIGHT 株式レポート

時価総額 €2.4b
株価
€20.50
€19.01
7.8% 割高 内在価値ディスカウント
1Y-9.5%
7D-0.5%
1D
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:€2.4b

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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See what 71 others think this stock is worth. Follow their fair value or set your own to get alerts.

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€20.50
52週高値€23.84
52週安値€17.01
ベータ0.91
1ヶ月の変化0.39%
3ヶ月変化9.39%
1年変化-9.45%
3年間の変化-19.98%
5年間の変化-61.38%
IPOからの変化-6.82%

最新ニュース

ナラティブの更新 Jun 02

LIGHT: Execution Risks And Higher Discount Rate Will Constrain Future Upside Potential

Analysts have reduced their average price target for Signify from €20.26 to €19.01, citing more cautious views reflected in recent bearish research, as well as a slightly higher assumed discount rate and P/E multiple, alongside softer expectations for revenue growth and margins. Analyst Commentary Recent research has tilted more cautious, with the latest reports highlighting both execution questions and valuation sensitivities around Signify.
ナラティブの更新 May 19

LIGHT: Softer Revenue Outlook And Execution Risks Will Limit Future Upside

Analysts have trimmed their price target on Signify by €1.00 to €13.70, citing slightly higher required returns, a softer long term revenue outlook, and only modestly firmer margin and P/E assumptions, alongside increasingly bearish recent research commentary on the stock. Analyst Commentary Recent Street research has taken a more cautious stance on Signify, with bearish analysts highlighting concerns around the balance between valuation, execution, and future growth expectations.
ナラティブの更新 May 03

LIGHT: Dividend And Cash Discipline Will Support Recovery After Recent Downgrades

The analyst price target for Signify has been reduced by €4, as several firms adopt a more cautious stance, driven by concerns reflected in recent downgrades and target cuts from multiple houses including Citi and Morgan Stanley, along with bearish initiations and rating changes from other analysts. Analyst Commentary Recent research has been skewed toward cautious or bearish views, with several firms cutting price targets or downgrading Signify.

Recent updates

ナラティブの更新 Jun 02

LIGHT: Execution Risks And Higher Discount Rate Will Constrain Future Upside Potential

Analysts have reduced their average price target for Signify from €20.26 to €19.01, citing more cautious views reflected in recent bearish research, as well as a slightly higher assumed discount rate and P/E multiple, alongside softer expectations for revenue growth and margins. Analyst Commentary Recent research has tilted more cautious, with the latest reports highlighting both execution questions and valuation sensitivities around Signify.
ナラティブの更新 May 19

LIGHT: Softer Revenue Outlook And Execution Risks Will Limit Future Upside

Analysts have trimmed their price target on Signify by €1.00 to €13.70, citing slightly higher required returns, a softer long term revenue outlook, and only modestly firmer margin and P/E assumptions, alongside increasingly bearish recent research commentary on the stock. Analyst Commentary Recent Street research has taken a more cautious stance on Signify, with bearish analysts highlighting concerns around the balance between valuation, execution, and future growth expectations.
ナラティブの更新 May 03

LIGHT: Dividend And Cash Discipline Will Support Recovery After Recent Downgrades

The analyst price target for Signify has been reduced by €4, as several firms adopt a more cautious stance, driven by concerns reflected in recent downgrades and target cuts from multiple houses including Citi and Morgan Stanley, along with bearish initiations and rating changes from other analysts. Analyst Commentary Recent research has been skewed toward cautious or bearish views, with several firms cutting price targets or downgrading Signify.
ナラティブの更新 Apr 18

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.
ナラティブの更新 Apr 04

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.
ナラティブの更新 Mar 21

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.
ナラティブの更新 Mar 07

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.
ナラティブの更新 Feb 21

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.
ナラティブの更新 Feb 07

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.
分析記事 Feb 04

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

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Jan 29

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

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
ナラティブの更新 Jan 23

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.
分析記事 Jan 13

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

Key Insights Signify's estimated fair value is €41.47 based on 2 Stage Free Cash Flow to Equity Signify's €21.28 share...
ナラティブの更新 Jan 09

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.
分析記事 Dec 30

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

With a price-to-earnings (or "P/E") ratio of 8x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
ナラティブの更新 Dec 26

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.
分析記事 Dec 15

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Dec 12

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.
ナラティブの更新 Nov 27

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.
ナラティブの更新 Nov 13

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.
ナラティブの更新 Oct 30

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.
分析記事 Oct 01

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

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 Sep 16

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

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 Aug 16

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

ENXTAM:LIGHT 1 Year Share Price vs Fair Value Explore Signify's Fair Values from the Community and select yours Warren...
分析記事 Jul 16

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 Jul 01

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

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it led the ENXTAM gainers with a...
分析記事 Jun 16

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

With a price-to-earnings (or "P/E") ratio of 7.9x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
分析記事 May 17

Is Signify (AMS:LIGHT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 29

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

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 7.1% to close at €19.64 following the...
分析記事 Apr 07

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

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Mar 05

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

The stock was sluggish on the back of Signify N.V.'s ( AMS:LIGHT ) recent earnings report. We have done some analysis...
User avatar
新しいナラティブ Feb 17

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.
分析記事 Feb 17

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

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Jan 29

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

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 2.8% to...
分析記事 Dec 22

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

With a price-to-earnings (or "P/E") ratio of 9.8x Signify N.V. ( AMS:LIGHT ) may be sending bullish signals at the...
分析記事 Dec 04

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Nov 16

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

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Oct 28

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

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 9.6% to close at €24.18 following the...
分析記事 Aug 05

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

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...
分析記事 Jun 03

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

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...
分析記事 May 09

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

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
分析記事 May 08

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

Key Insights Signify to hold its Annual General Meeting on 14th of May CEO Eric H. Rondolat's total compensation...
分析記事 May 01

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

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to...
分析記事 Apr 25

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

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Apr 04

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

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
分析記事 Mar 22

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Feb 22

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

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it saw significant share price movement...
分析記事 Feb 04

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

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...

株主還元

LIGHTNL ElectricalNL 市場
7D-0.5%3.7%3.8%
1Y-9.5%56.5%39.8%

業界別リターン: LIGHT過去 1 年間で56.5 % 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39.8 % 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 Movement4.7%
Electrical Industry Average Movement6.9%
Market Average Movement4.5%
10% most volatile stocks in NL Market7.5%
10% least volatile stocks in NL Market2.5%

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€2.44b
収益(TTM)€193.00m
売上高(TTM)€5.59b
12.6x
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

7.7%
現在の配当利回り
76%
配当性向

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2026/06/16 12:57
終値2026/06/16 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。25

アナリスト機関
Rajesh PatkiBarclays
James WinchesterBarclays
George FeatherstoneBarclays