View ValuationJerónimo Martins SGPS 将来の成長Future 基準チェック /46Jerónimo Martins SGPS利益と収益がそれぞれ年間13.5%と6.2%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21.9% 13.6%なると予測されています。主要情報13.5%収益成長率13.57%EPS成長率Consumer Retailing 収益成長10.1%収益成長率6.2%将来の株主資本利益率21.91%アナリストカバレッジGood最終更新日16 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBuy Or Sell Opportunity • May 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to zł80.15. The fair value is estimated to be zł101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • May 07First quarter 2026 earnings released: EPS: €0.19 (vs €0.20 in 1Q 2025)First quarter 2026 results: EPS: €0.19 (down from €0.20 in 1Q 2025). Revenue: €8.90b (up 6.3% from 1Q 2025). Net income: €119.0m (down 6.3% from 1Q 2025). Profit margin: 1.3% (down from 1.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.Declared Dividend • Apr 29Dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 8th May 2026 Payment date: 12th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29Jerónimo Martins, SGPS, S.A. announces Annual dividend, payable on May 12, 2026Jerónimo Martins, SGPS, S.A. announced Annual dividend of EUR 0.6500 per share payable on May 12, 2026, ex-date on May 08, 2026 and record date on May 11, 2026.お知らせ • Mar 31Jerónimo Martins, SGPS, S.A., Annual General Meeting, Apr 23, 2026Jerónimo Martins, SGPS, S.A., Annual General Meeting, Apr 23, 2026. Location: rua actor antonio silva n 7, lisbon PortugalBuy Or Sell Opportunity • Mar 21Now 28% undervaluedThe stock has been flat over the last 90 days, currently trading at zł84.65. The fair value is estimated to be zł117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.03 (vs €0.95 in FY 2024)Full year 2025 results: EPS: €1.03 (up from €0.95 in FY 2024). Revenue: €36.0b (up 7.6% from FY 2024). Net income: €646.0m (up 7.8% from FY 2024). Profit margin: 1.8% (in line with FY 2024). Like-for-like sales growth: 2.5% vs FY 2024 Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe.Buy Or Sell Opportunity • Feb 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to zł85.10. The fair value is estimated to be zł107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Dec 23+ 3 more updatesJerónimo Martins, SGPS, S.A. to Report Fiscal Year 2025 Results on Mar 18, 2026Jerónimo Martins, SGPS, S.A. announced that they will report fiscal year 2025 results After-Market on Mar 18, 2026Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: €0.34 (vs €0.30 in 3Q 2024)Third quarter 2025 results: EPS: €0.34 (up from €0.30 in 3Q 2024). Revenue: €9.14b (up 7.9% from 3Q 2024). Net income: €214.0m (up 14% from 3Q 2024). Profit margin: 2.3% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.Buy Or Sell Opportunity • Nov 21Now 20% undervaluedOver the last 90 days, the stock has risen 2.7% to zł90.65. The fair value is estimated to be zł113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: €0.34 (vs €0.30 in 3Q 2024)Third quarter 2025 results: EPS: €0.34 (up from €0.30 in 3Q 2024). Revenue: €9.14b (up 7.9% from 3Q 2024). Net income: €214.0m (up 14% from 3Q 2024). Profit margin: 2.3% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.Buy Or Sell Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to zł85.90. The fair value is estimated to be zł108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Board Change • Sep 25Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.23 (vs €0.25 in 2Q 2024)Second quarter 2025 results: EPS: €0.23 (down from €0.25 in 2Q 2024). Revenue: €9.02b (up 9.6% from 2Q 2024). Net income: €142.0m (down 9.0% from 2Q 2024). Profit margin: 1.6% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe.Board Change • Jul 28Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Jun 23Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Jun 08First quarter 2025 earnings released: EPS: €0.20 (vs €0.15 in 1Q 2024)First quarter 2025 results: EPS: €0.20 (up from €0.15 in 1Q 2024). Revenue: €8.38b (up 3.9% from 1Q 2024). Net income: €127.0m (up 31% from 1Q 2024). Profit margin: 1.5% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.Declared Dividend • May 09Dividend of €0.59 announcedShareholders will receive a dividend of €0.59. Ex-date: 13th May 2025 Payment date: 15th May 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 07Jerónimo Martins, SGPS, S.A. announces Annual dividend, payable on May 15, 2025Jerónimo Martins, SGPS, S.A. announced Annual dividend of EUR 0.5900 per share payable on May 15, 2025, ex-date on May 13, 2025 and record date on May 14, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to zł66.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 10% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł127 per share.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł65.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 32% over the past year.お知らせ • Dec 20Jerónimo Martins, SGPS, S.A. to Report Q1, 2025 Results on May 07, 2025Jerónimo Martins, SGPS, S.A. announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Dec 19+ 2 more updatesJerónimo Martins, SGPS, S.A. to Report Nine Months, 2025 Results on Oct 29, 2025Jerónimo Martins, SGPS, S.A. announced that they will report nine months, 2025 results on Oct 29, 2025Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: €0.30 (vs €0.32 in 3Q 2023)Third quarter 2024 results: EPS: €0.30 (down from €0.32 in 3Q 2023). Revenue: €8.47b (up 6.7% from 3Q 2023). Net income: €187.0m (down 7.4% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.Valuation Update With 7 Day Price Move • Jul 31Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to zł66.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł130 per share.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.25 (vs €0.34 in 2Q 2023)Second quarter 2024 results: EPS: €0.25 (down from €0.34 in 2Q 2023). Revenue: €8.23b (up 6.8% from 2Q 2023). Net income: €156.0m (down 28% from 2Q 2023). Profit margin: 1.9% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • May 30First quarter 2024 earnings released: EPS: €0.15 (vs €0.22 in 1Q 2023)First quarter 2024 results: EPS: €0.15 (down from €0.22 in 1Q 2023). Revenue: €8.07b (up 19% from 1Q 2023). Net income: €97.0m (down 31% from 1Q 2023). Profit margin: 1.2% (down from 2.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • May 06Upcoming dividend of €0.66 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (4.1%).Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: €0.15 (vs €0.22 in 1Q 2023)First quarter 2024 results: EPS: €0.15 (down from €0.22 in 1Q 2023). Revenue: €8.07b (up 19% from 1Q 2023). Net income: €97.0m (down 31% from 1Q 2023). Profit margin: 1.2% (down from 2.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €1.20 (vs €0.94 in FY 2022)Full year 2023 results: EPS: €1.20 (up from €0.94 in FY 2022). Revenue: €30.6b (up 21% from FY 2022). Net income: €756.0m (up 28% from FY 2022). Profit margin: 2.5% (up from 2.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Buying Opportunity • Jan 04Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.お知らせ • Dec 23+ 4 more updatesJerónimo Martins, SGPS, S.A. to Report First Half, 2024 Results on Jul 24, 2024Jerónimo Martins, SGPS, S.A. announced that they will report first half, 2024 results on Jul 24, 2024Buying Opportunity • Dec 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings is also forecast to grow by 8.0% per annum over the same time period.Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: €0.32 (vs €0.25 in 3Q 2022)Third quarter 2023 results: EPS: €0.32 (up from €0.25 in 3Q 2022). Revenue: €7.94b (up 22% from 3Q 2022). Net income: €202.0m (up 29% from 3Q 2022). Profit margin: 2.5% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: €0.32 (vs €0.25 in 3Q 2022)Third quarter 2023 results: EPS: €0.32 (up from €0.25 in 3Q 2022). Revenue: €7.94b (up 22% from 3Q 2022). Net income: €202.0m (up 29% from 3Q 2022). Profit margin: 2.5% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: €0.34 (vs €0.28 in 2Q 2022)Second quarter 2023 results: EPS: €0.34 (up from €0.28 in 2Q 2022). Revenue: €7.71b (up 21% from 2Q 2022). Net income: €217.0m (up 25% from 2Q 2022). Profit margin: 2.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: €0.34 (vs €0.28 in 2Q 2022)Second quarter 2023 results: EPS: €0.34 (up from €0.28 in 2Q 2022). Revenue: €7.71b (up 21% from 2Q 2022). Net income: €217.0m (up 25% from 2Q 2022). Profit margin: 2.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: €0.22 (vs €0.14 in 1Q 2022)First quarter 2023 results: EPS: €0.22 (up from €0.14 in 1Q 2022). Revenue: €6.80b (up 23% from 1Q 2022). Net income: €140.0m (up 59% from 1Q 2022). Profit margin: 2.1% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe.Board Change • Apr 19Insufficient 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. 3 experienced directors. 7 highly experienced directors. Independent Non-Executive Director Natalia Olynec was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測WSE:JMT - アナリストの将来予測と過去の財務データ ( )EUR 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12/31/202843,237929879N/A1212/31/202740,797816703N/A1512/31/202638,293718538N/A143/31/202636,518638N/AN/AN/A12/31/202535,9916461,3682,425N/A9/30/202535,2336431,2372,253N/A6/30/202534,5626159541,984N/A3/31/202533,7756294541,495N/A12/31/202433,4645996491,654N/A9/30/202432,9226384701,506N/A6/30/202432,3936537691,874N/A3/31/202431,8707131,0542,133N/A12/31/202330,6087569452,025N/A9/30/202329,4447291,1832,240N/A6/30/202328,0156859941,988N/A3/31/202326,6766421,1852,142N/A12/31/202225,3855901,2082,095N/A9/30/202224,0755581,1401,907N/A6/30/202222,8705381,2111,935N/A3/31/202221,6164931,0011,660N/A12/31/202120,8894631,1721,756N/A9/30/202120,3014171,0901,646N/A6/30/202119,8783941,1591,617N/A3/31/202119,3643351,0281,469N/A12/31/202019,2933129351,449N/A9/30/202019,1743427651,312N/A6/30/202019,0463316381,248N/A3/31/202019,1073638111,428N/A12/31/201918,638390N/A1,492N/A9/30/201918,199376N/A1,434N/A6/30/201917,819384N/A1,301N/A3/31/201917,384378N/A1,025N/A12/31/201817,337401N/A875N/A9/30/201817,150392N/A869N/A6/30/201816,948392N/A861N/A3/31/201816,798392N/A1,080N/A12/31/201716,276385N/A909N/A9/30/201715,810377N/A856N/A6/30/201715,417594N/A811N/A3/31/201714,925593N/A692N/A12/31/201614,622593N/A843N/A9/30/201614,292583N/A869N/A6/30/201614,042356N/A902N/A3/31/201613,916346N/A874N/A12/31/201513,728333N/A860N/A9/30/201513,522317N/A821N/A6/30/201513,273306N/A804N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: JMTの予測収益成長率 (年間13.5% ) は 貯蓄率 ( 5.3% ) を上回っています。収益対市場: JMTの収益 ( 13.5% ) はPolish市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: JMT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: JMTの収益 ( 6.2% ) Polish市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: JMTの収益 ( 6.2% ) 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: JMTの 自己資本利益率 は、3年後には高くなると予測されています ( 21.9 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance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2026/05/25 02:13終値2026/05/25 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Jerónimo Martins, SGPS, S.A. 15 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。41 アナリスト機関Jesús Gómez DominguezBanco SantanderAlejandro Conde FraisoliBanco SantanderJames AnsteadBarclays38 その他のアナリストを表示
Buy Or Sell Opportunity • May 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to zł80.15. The fair value is estimated to be zł101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: €0.19 (vs €0.20 in 1Q 2025)First quarter 2026 results: EPS: €0.19 (down from €0.20 in 1Q 2025). Revenue: €8.90b (up 6.3% from 1Q 2025). Net income: €119.0m (down 6.3% from 1Q 2025). Profit margin: 1.3% (down from 1.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
Declared Dividend • Apr 29Dividend of €0.65 announcedShareholders will receive a dividend of €0.65. Ex-date: 8th May 2026 Payment date: 12th May 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (63% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29Jerónimo Martins, SGPS, S.A. announces Annual dividend, payable on May 12, 2026Jerónimo Martins, SGPS, S.A. announced Annual dividend of EUR 0.6500 per share payable on May 12, 2026, ex-date on May 08, 2026 and record date on May 11, 2026.
お知らせ • Mar 31Jerónimo Martins, SGPS, S.A., Annual General Meeting, Apr 23, 2026Jerónimo Martins, SGPS, S.A., Annual General Meeting, Apr 23, 2026. Location: rua actor antonio silva n 7, lisbon Portugal
Buy Or Sell Opportunity • Mar 21Now 28% undervaluedThe stock has been flat over the last 90 days, currently trading at zł84.65. The fair value is estimated to be zł117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.03 (vs €0.95 in FY 2024)Full year 2025 results: EPS: €1.03 (up from €0.95 in FY 2024). Revenue: €36.0b (up 7.6% from FY 2024). Net income: €646.0m (up 7.8% from FY 2024). Profit margin: 1.8% (in line with FY 2024). Like-for-like sales growth: 2.5% vs FY 2024 Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Consumer Retailing industry in Europe.
Buy Or Sell Opportunity • Feb 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.5% to zł85.10. The fair value is estimated to be zł107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Dec 23+ 3 more updatesJerónimo Martins, SGPS, S.A. to Report Fiscal Year 2025 Results on Mar 18, 2026Jerónimo Martins, SGPS, S.A. announced that they will report fiscal year 2025 results After-Market on Mar 18, 2026
Reported Earnings • Nov 30Third quarter 2025 earnings released: EPS: €0.34 (vs €0.30 in 3Q 2024)Third quarter 2025 results: EPS: €0.34 (up from €0.30 in 3Q 2024). Revenue: €9.14b (up 7.9% from 3Q 2024). Net income: €214.0m (up 14% from 3Q 2024). Profit margin: 2.3% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.
Buy Or Sell Opportunity • Nov 21Now 20% undervaluedOver the last 90 days, the stock has risen 2.7% to zł90.65. The fair value is estimated to be zł113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: €0.34 (vs €0.30 in 3Q 2024)Third quarter 2025 results: EPS: €0.34 (up from €0.30 in 3Q 2024). Revenue: €9.14b (up 7.9% from 3Q 2024). Net income: €214.0m (up 14% from 3Q 2024). Profit margin: 2.3% (up from 2.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe.
Buy Or Sell Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to zł85.90. The fair value is estimated to be zł108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Board Change • Sep 25Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: €0.23 (vs €0.25 in 2Q 2024)Second quarter 2025 results: EPS: €0.23 (down from €0.25 in 2Q 2024). Revenue: €9.02b (up 9.6% from 2Q 2024). Net income: €142.0m (down 9.0% from 2Q 2024). Profit margin: 1.6% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe.
Board Change • Jul 28Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Jun 23Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Elizabeth Bastoni was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Jun 08First quarter 2025 earnings released: EPS: €0.20 (vs €0.15 in 1Q 2024)First quarter 2025 results: EPS: €0.20 (up from €0.15 in 1Q 2024). Revenue: €8.38b (up 3.9% from 1Q 2024). Net income: €127.0m (up 31% from 1Q 2024). Profit margin: 1.5% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.
Declared Dividend • May 09Dividend of €0.59 announcedShareholders will receive a dividend of €0.59. Ex-date: 13th May 2025 Payment date: 15th May 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Jerónimo Martins, SGPS, S.A. announces Annual dividend, payable on May 15, 2025Jerónimo Martins, SGPS, S.A. announced Annual dividend of EUR 0.5900 per share payable on May 15, 2025, ex-date on May 13, 2025 and record date on May 14, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to zł66.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 10% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł127 per share.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to zł65.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 32% over the past year.
お知らせ • Dec 20Jerónimo Martins, SGPS, S.A. to Report Q1, 2025 Results on May 07, 2025Jerónimo Martins, SGPS, S.A. announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Dec 19+ 2 more updatesJerónimo Martins, SGPS, S.A. to Report Nine Months, 2025 Results on Oct 29, 2025Jerónimo Martins, SGPS, S.A. announced that they will report nine months, 2025 results on Oct 29, 2025
Reported Earnings • Nov 02Third quarter 2024 earnings released: EPS: €0.30 (vs €0.32 in 3Q 2023)Third quarter 2024 results: EPS: €0.30 (down from €0.32 in 3Q 2023). Revenue: €8.47b (up 6.7% from 3Q 2023). Net income: €187.0m (down 7.4% from 3Q 2023). Profit margin: 2.2% (down from 2.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe.
Valuation Update With 7 Day Price Move • Jul 31Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to zł66.00, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 37% over the past year. Simply Wall St's valuation model estimates the intrinsic value at zł130 per share.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.25 (vs €0.34 in 2Q 2023)Second quarter 2024 results: EPS: €0.25 (down from €0.34 in 2Q 2023). Revenue: €8.23b (up 6.8% from 2Q 2023). Net income: €156.0m (down 28% from 2Q 2023). Profit margin: 1.9% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • May 30First quarter 2024 earnings released: EPS: €0.15 (vs €0.22 in 1Q 2023)First quarter 2024 results: EPS: €0.15 (down from €0.22 in 1Q 2023). Revenue: €8.07b (up 19% from 1Q 2023). Net income: €97.0m (down 31% from 1Q 2023). Profit margin: 1.2% (down from 2.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • May 06Upcoming dividend of €0.66 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Polish dividend payers (7.8%). Lower than average of industry peers (4.1%).
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: €0.15 (vs €0.22 in 1Q 2023)First quarter 2024 results: EPS: €0.15 (down from €0.22 in 1Q 2023). Revenue: €8.07b (up 19% from 1Q 2023). Net income: €97.0m (down 31% from 1Q 2023). Profit margin: 1.2% (down from 2.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: €1.20 (vs €0.94 in FY 2022)Full year 2023 results: EPS: €1.20 (up from €0.94 in FY 2022). Revenue: €30.6b (up 21% from FY 2022). Net income: €756.0m (up 28% from FY 2022). Profit margin: 2.5% (up from 2.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Buying Opportunity • Jan 04Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł126, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.
お知らせ • Dec 23+ 4 more updatesJerónimo Martins, SGPS, S.A. to Report First Half, 2024 Results on Jul 24, 2024Jerónimo Martins, SGPS, S.A. announced that they will report first half, 2024 results on Jul 24, 2024
Buying Opportunity • Dec 13Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be zł127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings is also forecast to grow by 8.0% per annum over the same time period.
Reported Earnings • Dec 01Third quarter 2023 earnings released: EPS: €0.32 (vs €0.25 in 3Q 2022)Third quarter 2023 results: EPS: €0.32 (up from €0.25 in 3Q 2022). Revenue: €7.94b (up 22% from 3Q 2022). Net income: €202.0m (up 29% from 3Q 2022). Profit margin: 2.5% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: €0.32 (vs €0.25 in 3Q 2022)Third quarter 2023 results: EPS: €0.32 (up from €0.25 in 3Q 2022). Revenue: €7.94b (up 22% from 3Q 2022). Net income: €202.0m (up 29% from 3Q 2022). Profit margin: 2.5% (up from 2.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: €0.34 (vs €0.28 in 2Q 2022)Second quarter 2023 results: EPS: €0.34 (up from €0.28 in 2Q 2022). Revenue: €7.71b (up 21% from 2Q 2022). Net income: €217.0m (up 25% from 2Q 2022). Profit margin: 2.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: €0.34 (vs €0.28 in 2Q 2022)Second quarter 2023 results: EPS: €0.34 (up from €0.28 in 2Q 2022). Revenue: €7.71b (up 21% from 2Q 2022). Net income: €217.0m (up 25% from 2Q 2022). Profit margin: 2.8% (up from 2.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: €0.22 (vs €0.14 in 1Q 2022)First quarter 2023 results: EPS: €0.22 (up from €0.14 in 1Q 2022). Revenue: €6.80b (up 23% from 1Q 2022). Net income: €140.0m (up 59% from 1Q 2022). Profit margin: 2.1% (up from 1.6% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe.
Board Change • Apr 19Insufficient 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. 3 experienced directors. 7 highly experienced directors. Independent Non-Executive Director Natalia Olynec was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.