Megaworld Corporation

PSE:MEG 株式レポート

時価総額：₱66.2b

Megaworld 将来の成長

Future 基準チェック /06

Megaworld利益と収益がそれぞれ年間3.3%と1%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7.7% 3.4%なると予測されています。

主要情報

3.3%

収益成長率

3.43%

EPS成長率

Real Estate 収益成長0.9%
収益成長率1.0%
将来の株主資本利益率7.68%
アナリストカバレッジ

Low

最終更新日16 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 06

MEG: Expanded Green Townships And Hotels Will Support Future Repricing Potential

Analysts have slightly adjusted their price target for Megaworld to around ₱2.83 from about ₱2.86. This reflects updated views on its fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
ナラティブの更新 • Apr 27

MEG: Township Expansion Will Test Cash Flows While Fair Value Appears Intact

Analysts have adjusted their Megaworld price targets to reflect updated assumptions on revenue growth, profit margins, discount rate, and future P/E, resulting in a revised fair value estimate of ₱2.00 per share, which remains unchanged from the prior estimate of ₱2.00. Analyst Commentary With the fair value estimate held at ₱2.00 per share, recent commentary around Megaworld tends to focus on how much room there is for upside versus the risks tied to execution and growth assumptions.
ナラティブの更新 • Apr 10

MEG: Township And Leisure Estate Pipeline Will Support Future Repricing Potential

Narrative Update on Megaworld Analysts have lifted their price target on Megaworld by ₱4, citing steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as support for the updated view. Analyst Commentary Recent adjustments to Megaworld’s price target reflect a more constructive stance from bullish analysts, who are focusing on how existing assumptions around fair value and earnings can support the updated view.
ナラティブの更新 • Mar 27

MEG: Township And Leisure Estate Rollout Will Support Future Repricing Potential

Narrative Update Analysts have kept their price target for Megaworld steady at ₱2.86, citing broadly unchanged assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, similar to how recent research in other sectors has refreshed estimates without altering core valuation views. Analyst Commentary Recent Street research on other names in the broader market highlights how analysts are refining earnings models and price targets while holding on to core views about fair value and execution.
ナラティブの更新 • Mar 12

MEG: Township And Leisure Estate Expansion Will Support A Brighter Forward Outlook

Analysts have raised their price target for Megaworld to about ₱2.86 from roughly ₱2.77, citing updated assumptions that include a higher discount rate, a more moderate revenue growth outlook, slightly stronger profit margins, and a higher future P/E multiple. Analyst Commentary Analysts updating their models for Megaworld are adjusting key assumptions around discount rates, revenue growth, margins, and the P/E multiple.
ナラティブの更新 • Feb 26

MEG: Township And Leisure Estate Expansion Will Support A More Optimistic Outlook

Analysts have kept their fair value estimate for Megaworld steady at ₱2.77 per share, with a slightly lower discount rate and a marginally adjusted future P/E assumption, reflecting fine tuning of their risk and earnings outlook rather than a major shift in the price target narrative. What's in the News Megaworld is starting land development at its 84 hectare Ilocandia Coastown township in Ilocos Norte, including roads, infrastructure, and the launch of Ilocandia Beach Village, a 19.4 hectare gated residential community with 446 beachside lots and extensive leisure amenities.
ナラティブの更新 • Feb 11

MEG: Township Expansion And Hotel Conversion Will Support A More Optimistic Outlook

Analysts have lifted their fair value estimate for Megaworld from ₱2.62 to around ₱2.77, citing updated assumptions that include the latest revenue growth outlook, profit margin expectations, a slightly lower discount rate, and a modestly lower future P/E multiple. What's in the News Megaworld is developing The Sugartown, a 97-hectare township along the Bacolod Silay Airport Road in Talisay City, Negros Occidental, with a planned PHP 8b allocation over the next 7 to 10 years for mixed residential, commercial, retail, and tourism uses (Key Developments).
ナラティブの更新 • Jan 27

MEG: Township Expansion Will Pressure Cash Flows And Profitability Outlook

Analysts have trimmed their price target on Megaworld to $2.00, reflecting slightly updated assumptions on revenue growth, profit margins, discount rate and forward P/E, while keeping their overall valuation view broadly in line with prior estimates. What's in the News Megaworld is developing The Sugartown, a 97 hectare township along the Bacolod Silay Airport Road in Talisay City, Negros Occidental.
ナラティブの更新 • Jan 12

MEG: Township Spending And Hotel Rebrand Will Strain Profitability Outlook

Analysts have adjusted their price target for Megaworld to reflect updated assumptions on revenue growth, profit margins and future P/E. The changes highlight a shift toward slightly stronger top line expectations while remaining more cautious on profitability.
ナラティブの更新 • Dec 14

MEG: Hotel Expansion And Township Investments Will Support Steady Outlook

Analysts have nudged their price target for Megaworld slightly higher to reflect a modest improvement in expected revenue trends, a small uptick in forecast profit margins, and a marginally lower future P/E multiple, even though they are applying a slightly higher discount rate to account for elevated risk. What's in the News Megaworld Hotels and Resorts signed a landmark agreement with Accor to convert the 1,530 room Grand Westside Hotel into Movenpick Manila Bay Westside, set to become the largest Movenpick hotel globally and targeted to open before end 2026 (Client Announcements).
ナラティブの更新 • Sep 04

Expansion Into Tourism And High-End Real Estate Will Strengthen Future Prospects

The slight increase in Megaworld’s future P/E ratio, while revenue growth forecasts remain stable, underpins the modest upward revision in its consensus price target from ₱2.56 to ₱2.62. What's in the News Announced annual dividend of PHP 0.0940 per share.
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新しいナラティブ • Feb 08

Expansion Into Tourism And High-End Real Estate Will Strengthen Future Prospects

Focus on upper-middle to high-end real estate supports strong profit margins by targeting less price-sensitive consumers.

業績と収益の成長予測

PSE:MEG - アナリストの将来予測と過去の財務データ ( )PHP 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
12/31/202883,57822,577-73627,2552
12/31/202784,21622,9687,68619,8984
12/31/202681,06721,420-3,01514,3873
3/31/202682,38621,20018,78922,054N/A
12/31/202581,78721,00218,43821,703N/A
9/30/202582,04520,95023,39523,936N/A
6/30/202581,59420,89317,16717,709N/A
3/31/202579,42119,43913,41613,957N/A
12/31/202478,21818,74910,82811,370N/A
9/30/202476,56519,0515,1075,842N/A
6/30/202472,84618,0203,1583,893N/A
3/31/202469,13717,6643,4784,213N/A
12/31/202365,50217,3453,4674,202N/A
9/30/202362,77617,0814,1364,869N/A
6/30/202361,10815,4473,1403,873N/A
3/31/202359,37214,4704,5735,307N/A
12/31/202256,15713,4556,9987,731N/A
9/30/202254,49213,6708,8279,346N/A
6/30/202254,23814,3115,9746,493N/A
3/31/202251,91014,1406,6817,200N/A
12/31/202148,63713,2825,1085,627N/A
9/30/202143,77510,2158,8379,268N/A
6/30/202138,6519,07516,28616,716N/A
3/31/202135,4788,32818,00018,431N/A
12/31/202040,9519,35018,66919,100N/A
9/30/202049,46311,99519,52919,879N/A
6/30/202056,50514,47319,99820,348N/A
3/31/202064,06117,04620,43120,727N/A
12/31/201963,64117,368N/A23,180N/A
9/30/201961,34416,193N/A17,927N/A
6/30/201959,39515,756N/A16,159N/A
3/31/201957,10615,172N/A16,669N/A
12/31/201855,39514,917N/A13,890N/A
9/30/201851,89014,402N/A20,518N/A
6/30/201850,61513,888N/A17,116N/A
3/31/201848,97913,610N/A8,519N/A
12/31/201748,27213,145N/A6,154N/A
9/30/201747,05012,330N/A17N/A
6/30/201746,57411,960N/A736N/A
3/31/201746,02511,628N/A3,857N/A
1/1/201742,46611,493N/A2,277N/A
9/30/201644,84811,103N/A4,690N/A
6/30/201644,09010,769N/A712N/A
3/31/201644,03210,493N/A1,389N/A
12/31/201543,12910,214N/A1,730N/A
9/30/201541,92410,525N/A1,451N/A
6/30/201540,54510,152N/A1,417N/A

アナリストによる今後の成長予測

収入対貯蓄率: MEGの予測収益成長率 (年間3.3% ) は 貯蓄率 ( 6% ) を下回っています。

収益対市場: MEGの収益 ( 3.3% ) PH市場 ( 9.2% ) よりも低い成長が予測されています。

高成長収益: MEG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: MEGの収益 ( 1% ) PH市場 ( 7.9% ) よりも低い成長が予測されています。

高い収益成長: MEGの収益 ( 1% ) 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: MEG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 ( 7.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/17 19:39
終値2026/06/17 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
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

Megaworld Corporation 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。19

アナリスト機関
Russ ToribioBofA Global Research
Edser TrinidadCGS International
Ricardo PuigCitigroup Inc