AmRest Holdings（EAT）株式概要アムレスト・ホールディングスSEは、その子会社とともに、中・東欧、西欧、中国、および海外でクイックサービス、ファーストカジュアル、コーヒー、カジュアルダイニングのレストランを運営・管理している。 詳細EAT ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性2/6配当金1/6報酬当社が推定した公正価値より70%で取引されている 収益は年間39.63%増加すると予測されています 過去1年間で収益は480%増加しました リスク分析利払いは収益で十分にカバーされない 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EAT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN60.7% undervaluedAnalystHighTarget•5mo agoDigital Ordering Expansion Will Drive Long Term Upside Potential3600AN9.2% undervaluedAnalystLowTarget•6mo agoRising Digital And Delivery Costs Will Pressure Margins And Limit Future Earnings Potential800AN34.8% undervaluedAnalystConsensusTarget•4mo agoDigital Ordering And Portfolio Optimization Will Support A Stronger Future Earnings Profile603Top Analyst NarrativesAN60.7% undervaluedAnalystHighTarget•5mo agoDigital Ordering Expansion Will Drive Long Term Upside Potential3600AN9.2% undervaluedAnalystLowTarget•6mo agoRising Digital And Delivery Costs Will Pressure Margins And Limit Future Earnings Potential800AN34.8% undervaluedAnalystConsensusTarget•4mo agoDigital Ordering And Portfolio Optimization Will Support A Stronger Future Earnings Profile603View all narrativesAmRest Holdings SE 競合他社Rainbow ToursSymbol: WSE:RBWMarket cap: zł2.2bMex PolskaSymbol: WSE:MEXMarket cap: zł28.5mMaxipizzaSymbol: WSE:MXPMarket cap: zł6.4mSakanaSymbol: WSE:SKNMarket cap: zł8.1m価格と性能株価の高値、安値、推移の概要AmRest Holdings過去の株価現在の株価zł10.8052週高値zł16.2652週安値zł9.70ベータ0.301ヶ月の変化3.65%3ヶ月変化-5.43%1年変化-31.65%3年間の変化-52.42%5年間の変化-62.40%IPOからの変化350.00%最新ニュースBoard Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • May 15AmRest Holdings' (WSE:EAT) Solid Earnings Have Been Accounted For ConservativelyThe stock was sluggish on the back of AmRest Holdings SE's ( WSE:EAT ) recent earnings report. Our analysis suggests...お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026Reported Earnings • May 11First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spainお知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026最新情報をもっと見るRecent updatesBoard Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • May 15AmRest Holdings' (WSE:EAT) Solid Earnings Have Been Accounted For ConservativelyThe stock was sluggish on the back of AmRest Holdings SE's ( WSE:EAT ) recent earnings report. Our analysis suggests...お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026Reported Earnings • May 11First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spainお知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026New Risk • Mar 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.Reported Earnings • Mar 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €0.075 (up from €0.039 in FY 2024). Revenue: €2.56b (flat on FY 2024). Net income: €16.1m (up 89% from FY 2024). Profit margin: 0.6% (up from 0.3% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 19Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.145 to €0.08 per share. Revenue forecast steady at €2.59b. Net income forecast to grow 26% next year vs 9.4% growth forecast for Hospitality industry in Poland. Consensus price target down from zł16.58 to zł15.58. Share price fell 2.6% to zł12.90 over the past week.お知らせ • Jan 13AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.07 (vs €0.12 in 3Q 2024)Third quarter 2025 results: EPS: €0.07 (down from €0.12 in 3Q 2024). Revenue: €660.6m (flat on 3Q 2024). Net income: €15.2m (down 42% from 3Q 2024). Profit margin: 2.3% (down from 4.0% in 3Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.New Risk • Nov 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Paying a dividend despite being loss-making. Large one-off items impacting financial results.分析記事 • Nov 05Investors Interested In AmRest Holdings SE's (WSE:EAT) RevenuesThere wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.3x is worth a...分析記事 • Sep 12AmRest Holdings' (WSE:EAT) Solid Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that AmRest Holdings SE's ( WSE:EAT ) strong earnings didn't offer any...Major Estimate Revision • Sep 11Consensus EPS estimates increase by 37%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.16 to €0.22. Revenue forecast steady at €2.73b. Net income forecast to grow 124% next year vs 23% growth forecast for Hospitality industry in Poland. Consensus price target of zł18.16 unchanged from last update. Share price fell 2.8% to zł14.56 over the past week.分析記事 • Sep 06AmRest Holdings SE (WSE:EAT) Just Reported Earnings, And Analysts Cut Their Target PriceLast week, you might have seen that AmRest Holdings SE ( WSE:EAT ) released its quarterly result to the market. The...Reported Earnings • Sep 05Second quarter 2025 earnings released: EPS: €0.034 (vs €0.11 loss in 2Q 2024)Second quarter 2025 results: EPS: €0.034 (up from €0.11 loss in 2Q 2024). Revenue: €641.7m (flat on 2Q 2024). Net income: €7.60m (up €32.2m from 2Q 2024). Profit margin: 1.2% (up from net loss in 2Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Price Target Changed • May 27Price target decreased by 8.1% to zł21.02Down from zł22.88, the current price target is an average from 5 analysts. New target price is 27% above last closing price of zł16.52. Stock is down 36% over the past year. The company is forecast to post earnings per share of €0.22 for next year compared to €0.039 last year.Major Estimate Revision • May 25Consensus EPS estimates fall by 40%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €2.77b to €2.73b. EPS estimate also fell from €0.368 per share to €0.22 per share. Net income forecast to grow 4,982% next year vs 21% growth forecast for Hospitality industry in Poland. Consensus price target down from zł22.88 to zł21.76. Share price was steady at zł16.24 over the past week.Major Estimate Revision • May 14Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from €2.75b to €2.79b. EPS estimate increased from €0.336 to €0.372 per share. Net income forecast to grow 5,907% next year vs 20% growth forecast for Hospitality industry in Poland. Consensus price target of zł22.88 unchanged from last update. Share price fell 9.0% to zł16.10 over the past week.分析記事 • May 11Earnings Release: Here's Why Analysts Cut Their AmRest Holdings SE (WSE:EAT) Price Target To zł22.88Shareholders might have noticed that AmRest Holdings SE ( WSE:EAT ) filed its first-quarter result this time last week...Reported Earnings • May 09First quarter 2025 earnings released: €0.05 loss per share (vs €0.013 loss in 1Q 2024)First quarter 2025 results: €0.05 loss per share (further deteriorated from €0.013 loss in 1Q 2024). Revenue: €620.2m (up 4.7% from 1Q 2024). Net loss: €9.80m (loss widened 250% from 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • May 01Getting In Cheap On AmRest Holdings SE (WSE:EAT) Might Be DifficultThere wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.3x is worth a...分析記事 • Apr 06Is AmRest Holdings (WSE:EAT) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 07We Think You Can Look Beyond AmRest Holdings' (WSE:EAT) Lackluster EarningsShareholders appeared unconcerned with AmRest Holdings SE's ( WSE:EAT ) lackluster earnings report last week. Our...Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €0.04 (vs €0.17 in FY 2023)Full year 2024 results: EPS: €0.04 (down from €0.17 in FY 2023). Revenue: €2.56b (up 5.1% from FY 2023). Net income: €8.50m (down 78% from FY 2023). Profit margin: 0.3% (down from 1.6% in FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26+ 2 more updatesAmRest Holdings SE to Report Q1, 2025 Results on May 08, 2025AmRest Holdings SE announced that they will report Q1, 2025 results on May 08, 2025分析記事 • Feb 19Calculating The Fair Value Of AmRest Holdings SE (WSE:EAT)Key Insights The projected fair value for AmRest Holdings is zł15.80 based on 2 Stage Free Cash Flow to Equity With...Price Target Changed • Jan 31Price target decreased by 11% to zł21.98Down from zł24.72, the current price target is an average from 4 analysts. New target price is 28% above last closing price of zł17.16. Stock is down 36% over the past year. The company is forecast to post earnings per share of €0 for next year compared to €0.18 last year.お知らせ • Jan 07AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025分析記事 • Dec 17Is It Time To Consider Buying AmRest Holdings SE (WSE:EAT)?AmRest Holdings SE ( WSE:EAT ), might not be a large cap stock, but it received a lot of attention from a substantial...Price Target Changed • Dec 06Price target decreased by 8.4% to zł22.64Down from zł24.72, the current price target is an average from 5 analysts. New target price is 8.3% above last closing price of zł20.90. Stock is down 16% over the past year. The company is forecast to post earnings per share of €0 for next year compared to €0.18 last year.分析記事 • Oct 08AmRest Holdings (WSE:EAT) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Sep 10Revenues Tell The Story For AmRest Holdings SE (WSE:EAT)There wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.5x is worth a...お知らせ • Sep 10AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024分析記事 • Aug 01AmRest Holdings (WSE:EAT) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 28There's Been No Shortage Of Growth Recently For AmRest Holdings' (WSE:EAT) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • May 10First quarter 2024 earnings released: €0.01 loss per share (vs €0.008 profit in 1Q 2023)First quarter 2024 results: €0.01 loss per share (down from €0.008 profit in 1Q 2023). Revenue: €592.6m (down 4.6% from 1Q 2023). Net loss: €2.80m (down 265% from profit in 1Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • May 10What Is AmRest Holdings SE's (WSE:EAT) Share Price Doing?While AmRest Holdings SE ( WSE:EAT ) might not have the largest market cap around , it saw a significant share price...Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł26.85, the stock trades at a trailing P/E ratio of 35.4x. Average forward P/E is 14x in the Hospitality industry in Poland. Total loss to shareholders of 13% over the past three years.分析記事 • Apr 17Some Confidence Is Lacking In AmRest Holdings SE's (WSE:EAT) P/EAmRest Holdings SE's ( WSE:EAT ) price-to-earnings (or "P/E") ratio of 30.7x might make it look like a strong sell...お知らせ • Apr 07AmRest Holdings SE, Annual General Meeting, May 09, 2024AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters.お知らせ • Apr 03+ 1 more updateAmRest Holdings SE to Report First Half, 2024 Results on Sep 05, 2024AmRest Holdings SE announced that they will report first half, 2024 results on Sep 05, 2024分析記事 • Feb 15Is AmRest Holdings (WSE:EAT) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Jan 19AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024分析記事 • Jan 18Return Trends At AmRest Holdings (WSE:EAT) Aren't AppealingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Dec 19AmRest Holdings SE's (WSE:EAT) Share Price Not Quite Adding UpThere wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.5x is worth a...Price Target Changed • Nov 24Price target decreased by 9.0% to zł28.70Down from zł31.53, the current price target is an average from 3 analysts. New target price is 14% above last closing price of zł25.10. Stock is up 27% over the past year. The company is forecast to post earnings per share of €0.0099 for next year compared to €0.0059 last year.New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).お知らせ • Nov 04AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023分析記事 • Oct 12Returns At AmRest Holdings (WSE:EAT) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Price Target Changed • Sep 20Price target increased by 8.5% to zł29.65Up from zł27.33, the current price target is an average from 4 analysts. New target price is 7.4% above last closing price of zł27.60. Stock is up 47% over the past year. The company is forecast to post earnings per share of €0.0099 for next year compared to €0.0059 last year.分析記事 • Sep 20Estimating The Intrinsic Value Of AmRest Holdings SE (WSE:EAT)Key Insights AmRest Holdings' estimated fair value is zł24.24 based on 2 Stage Free Cash Flow to Equity Current share...New Risk • Sep 19New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings have declined by 11% per year over the past 5 years.分析記事 • Sep 05Is It Time To Consider Buying AmRest Holdings SE (WSE:EAT)?AmRest Holdings SE ( WSE:EAT ), might not be a large cap stock, but it saw a significant share price rise of over 20...Price Target Changed • Sep 04Price target decreased by 14% to zł27.33Down from zł31.76, the current price target is an average from 4 analysts. New target price is 5.3% below last closing price of zł28.85. Stock is up 45% over the past year. The company is forecast to post earnings per share of €0.0099 for next year compared to €0.0059 last year.お知らせ • Aug 03AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023Major Estimate Revision • Jul 19Consensus EPS estimates fall by 96%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €0.2269 to €0.0099 per share. Revenue forecast steady at €2.51b. Net income forecast to grow 2,482% next year vs 18% growth forecast for Hospitality industry in Poland. Consensus price target down from zł31.76 to zł27.33. Share price rose 8.1% to zł26.60 over the past week.分析記事 • Jun 06Is AmRest Holdings (WSE:EAT) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Jun 01Price target increased by 8.0% to zł25.33Up from zł23.45, the current price target is an average from 4 analysts. New target price is 14% above last closing price of zł22.20. Stock is up 21% over the past year. The company is forecast to post earnings per share of €0.22 for next year compared to €0.0059 last year.お知らせ • May 17Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023.Reported Earnings • May 14First quarter 2023 earnings released: EPS: €0.01 (vs €0 in 1Q 2022)First quarter 2023 results: EPS: €0.01 (up from €0 in 1Q 2022). Revenue: €621.2m (up 23% from 1Q 2022). Net income: €1.70m (up €1.60m from 1Q 2022). Profit margin: 0.3% (up from 0% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.分析記事 • May 10Returns On Capital At AmRest Holdings (WSE:EAT) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...お知らせ • May 05AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023Price Target Changed • Mar 30Price target decreased by 7.7% to zł25.75Down from zł27.90, the current price target is an average from 4 analysts. New target price is 37% above last closing price of zł18.76. Stock is down 7.1% over the past year. The company is forecast to post earnings per share of €0.22 for next year compared to €0.0059 last year.Reported Earnings • Mar 06Full year 2022 earnings released: EPS: €0.01 (vs €0.15 in FY 2021)Full year 2022 results: EPS: €0.01 (down from €0.15 in FY 2021). Revenue: €2.42b (up 26% from FY 2021). Net income: €1.38m (down 96% from FY 2021). Profit margin: 0.1% (down from 1.7% in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.分析記事 • Feb 02AmRest Holdings (WSE:EAT) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...分析記事 • Nov 26What Does AmRest Holdings SE's (WSE:EAT) Share Price Indicate?While AmRest Holdings SE ( WSE:EAT ) might not be the most widely known stock at the moment, it saw a decent share...Board Change • Nov 16Insufficient 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. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €658.2m (up 23% from 3Q 2021). Net income: €34.2m (up 29% from 3Q 2021). Profit margin: 5.2% (up from 5.0% in 3Q 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Europe.分析記事 • Sep 20Returns On Capital At AmRest Holdings (WSE:EAT) Paint A Concerning PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Price Target Changed • Sep 09Price target decreased to zł26.15Down from zł29.19, the current price target is an average from 4 analysts. New target price is 27% above last closing price of zł20.60. Stock is down 32% over the past year. The company is forecast to post earnings per share of €0.12 for next year compared to €0.15 last year.Reported Earnings • Sep 04Second quarter 2022 earnings released: €0.16 loss per share (vs €0.099 profit in 2Q 2021)Second quarter 2022 results: €0.16 loss per share (down from €0.099 profit in 2Q 2021). Revenue: €605.7m (up 31% from 2Q 2021). Net loss: €35.6m (down 263% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 1.7% compared to a 35% growth forecast for the Hospitality industry in Poland. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.分析記事 • Aug 03At zł18.70, Is AmRest Holdings SE (WSE:EAT) Worth Looking At Closely?While AmRest Holdings SE ( WSE:EAT ) might not be the most widely known stock at the moment, it saw a double-digit...分析記事 • Jul 15Is AmRest Holdings (WSE:EAT) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Jun 02Insufficient 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. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 14First quarter 2022 earnings: Revenues miss analyst expectationsFirst quarter 2022 results: Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 6.8%, compared to a 35% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.分析記事 • Apr 29A Look At The Fair Value Of AmRest Holdings SE (WSE:EAT)How far off is AmRest Holdings SE ( WSE:EAT ) from its intrinsic value? Using the most recent financial data, we'll...Price Target Changed • Apr 27Price target decreased to zł29.19Down from zł34.60, the current price target is an average from 4 analysts. New target price is 58% above last closing price of zł18.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €0.19 for next year compared to €0.15 last year.分析記事 • Apr 05Here's Why AmRest Holdings (WSE:EAT) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Mar 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.33 to €0.25. Revenue forecast unchanged from €2.17b at last update. Net income forecast to grow 97% next year vs 41% growth forecast for Hospitality industry in Poland. Consensus price target of zł31.24 unchanged from last update. Share price rose 6.2% to zł20.70 over the past week.Price Target Changed • Mar 29Price target decreased to zł31.24Down from zł34.60, the current price target is an average from 3 analysts. New target price is 49% above last closing price of zł21.02. Stock is down 36% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.15 last year.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł19.35, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.91 per share.Reported Earnings • Mar 04Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €0.15 (up from €0.83 loss in FY 2020). Revenue: €1.92b (up 26% from FY 2020). Net income: €32.9m (up €214.9m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the restaurants industry in Poland. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Mar 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €2.02b to €2.30b. EPS estimate unchanged from €0.34 at last update. Hospitality industry in Poland expected to see average net income growth of 52% next year. Consensus price target of zł34.13 unchanged from last update. Share price fell 12% to zł21.06 over the past week.分析記事 • Feb 25AmRest Holdings' (WSE:EAT) Returns On Capital Not Reflecting Well On The BusinessIf 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 • Nov 16AmRest Holdings' (WSE:EAT) Performance Is Even Better Than Its Earnings SuggestEven though AmRest Holdings SE's ( WSE:EAT ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS €0.12 (vs €0.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €533.7m (up 21% from 3Q 2020). Net income: €26.6m (up €24.5m from 3Q 2020). Profit margin: 5.0% (up from 0.5% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.分析記事 • Oct 25These 4 Measures Indicate That AmRest Holdings (WSE:EAT) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Oct 03Price target increased to zł34.00Up from zł30.03, the current price target is an average from 5 analysts. New target price is 13% above last closing price of zł30.02. Stock is up 59% over the past year.Price Target Changed • Sep 30Price target increased to zł34.00Up from zł30.03, the current price target is an average from 5 analysts. New target price is 12% above last closing price of zł30.38. Stock is up 65% over the past year.分析記事 • Sep 29The Returns On Capital At AmRest Holdings (WSE:EAT) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS €0.14 (vs €0.54 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €464.3m (up 71% from 2Q 2020). Net income: €21.8m (up €140.9m from 2Q 2020). Profit margin: 4.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 11Price target decreased to zł30.03Down from zł35.16, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of zł28.72. Stock is up 49% over the past year.分析記事 • Jul 03Is AmRest Holdings (WSE:EAT) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Executive Departure • Jul 01CEO & Member of Management Board Mark Chandler has left the companyOn the 30th of June, Mark Chandler was replaced as CEO by Luis Comas after 2.2 years in the role. We don't have any record of a personal shareholding under Mark's name. Mark is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.00 years. Under Mark's leadership, the company delivered a total shareholder return of -30%.株主還元EATPL HospitalityPL 市場7D6.1%4.0%2.5%1Y-31.6%-14.3%31.9%株主還元を見る業界別リターン: EAT過去 1 年間で-14.3 % の収益を上げたPolish Hospitality業界を下回りました。リターン対市場: EATは、過去 1 年間で31.9 % のリターンを上げたPolish市場を下回りました。価格変動Is EAT's price volatile compared to industry and market?EAT volatilityEAT Average Weekly Movement4.6%Hospitality Industry Average Movement5.4%Market Average Movement5.4%10% most volatile stocks in PL Market10.8%10% least volatile stocks in PL Market3.1%安定した株価: EAT 、 Polish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: EAT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199330,072Luis Jimenezwww.amrest.euアムレスト・ホールディングスSEは子会社とともに、中東欧、西欧、中 国、および海外でクイックサービス、ファストカジュアル、コーヒー、カ ジュアルダイニングのレストランを運営、管理している。同社はフランチャイズ契約に基づき、ケンタッキーフライドチキン、ピザハット、バーガーキング、スターバックスのレストランを運営している。また、「ラ・タリアテッラ」ブランド、「ブルーフロッグ」、「スシ・ショップ」、「バコア」ブランドの直営レストランも運営している。さらに、特設売り場でのケータリング、テイクアウト、ドライブインサービス、オンラインや電話による注文の配達も行っている。同社は1993年に設立され、スペインのマドリッドに本拠を置く。アムレスト・ホールディングスSEはFCapital Dutch S.L.の子会社として営業している。もっと見るAmRest Holdings SE 基礎のまとめAmRest Holdings の収益と売上を時価総額と比較するとどうか。EAT 基礎統計学時価総額zł2.31b収益（TTM）zł36.88m売上高(TTM)zł10.71b62.6xPER（株価収益率0.2xP/SレシオEAT 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EAT 損益計算書（TTM）収益€2.53b売上原価€2.24b売上総利益€283.50mその他の費用€274.80m収益€8.70m直近の収益報告Mar 31, 2026次回決算日Sep 03, 2026一株当たり利益（EPS）0.041グロス・マージン11.22%純利益率0.34%有利子負債／自己資本比率181.9%EAT 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2.7%現在の配当利回り173%配当性向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2026/06/16 06:16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AmRest Holdings SE 3 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。18 アナリスト機関Batuhan KarabekirBerenbergLukasz WachelkoDeutsche BankKamil StolarskiErste Bank Polska S.A.15 その他のアナリストを表示
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • May 15AmRest Holdings' (WSE:EAT) Solid Earnings Have Been Accounted For ConservativelyThe stock was sluggish on the back of AmRest Holdings SE's ( WSE:EAT ) recent earnings report. Our analysis suggests...
お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026
Reported Earnings • May 11First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spain
お知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. Director Begona Orgambide Garcia was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • May 15AmRest Holdings' (WSE:EAT) Solid Earnings Have Been Accounted For ConservativelyThe stock was sluggish on the back of AmRest Holdings SE's ( WSE:EAT ) recent earnings report. Our analysis suggests...
お知らせ • May 11+ 1 more updateAmRest Holdings SE to Report Q3, 2026 Results on Nov 12, 2026AmRest Holdings SE announced that they will report Q3, 2026 results on Nov 12, 2026
Reported Earnings • May 11First quarter 2026 earnings released: €0.08 loss per share (vs €0.045 loss in 1Q 2025)First quarter 2026 results: €0.08 loss per share (further deteriorated from €0.045 loss in 1Q 2025). Revenue: €588.7m (down 5.1% from 1Q 2025). Net loss: €17.2m (loss widened 76% from 1Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 03AmRest Holdings SE, Annual General Meeting, May 07, 2026AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spain
お知らせ • Mar 30AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026
New Risk • Mar 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Dividend is not well covered by earnings (94% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Mar 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €0.075 (up from €0.039 in FY 2024). Revenue: €2.56b (flat on FY 2024). Net income: €16.1m (up 89% from FY 2024). Profit margin: 0.6% (up from 0.3% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 19Consensus EPS estimates fall by 45%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €0.145 to €0.08 per share. Revenue forecast steady at €2.59b. Net income forecast to grow 26% next year vs 9.4% growth forecast for Hospitality industry in Poland. Consensus price target down from zł16.58 to zł15.58. Share price fell 2.6% to zł12.90 over the past week.
お知らせ • Jan 13AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026
Reported Earnings • Nov 18Third quarter 2025 earnings released: EPS: €0.07 (vs €0.12 in 3Q 2024)Third quarter 2025 results: EPS: €0.07 (down from €0.12 in 3Q 2024). Revenue: €660.6m (flat on 3Q 2024). Net income: €15.2m (down 42% from 3Q 2024). Profit margin: 2.3% (down from 4.0% in 3Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
New Risk • Nov 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Paying a dividend despite being loss-making. Large one-off items impacting financial results.
分析記事 • Nov 05Investors Interested In AmRest Holdings SE's (WSE:EAT) RevenuesThere wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
分析記事 • Sep 12AmRest Holdings' (WSE:EAT) Solid Earnings Are Supported By Other Strong FactorsThe subdued stock price reaction suggests that AmRest Holdings SE's ( WSE:EAT ) strong earnings didn't offer any...
Major Estimate Revision • Sep 11Consensus EPS estimates increase by 37%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from €0.16 to €0.22. Revenue forecast steady at €2.73b. Net income forecast to grow 124% next year vs 23% growth forecast for Hospitality industry in Poland. Consensus price target of zł18.16 unchanged from last update. Share price fell 2.8% to zł14.56 over the past week.
分析記事 • Sep 06AmRest Holdings SE (WSE:EAT) Just Reported Earnings, And Analysts Cut Their Target PriceLast week, you might have seen that AmRest Holdings SE ( WSE:EAT ) released its quarterly result to the market. The...
Reported Earnings • Sep 05Second quarter 2025 earnings released: EPS: €0.034 (vs €0.11 loss in 2Q 2024)Second quarter 2025 results: EPS: €0.034 (up from €0.11 loss in 2Q 2024). Revenue: €641.7m (flat on 2Q 2024). Net income: €7.60m (up €32.2m from 2Q 2024). Profit margin: 1.2% (up from net loss in 2Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Price Target Changed • May 27Price target decreased by 8.1% to zł21.02Down from zł22.88, the current price target is an average from 5 analysts. New target price is 27% above last closing price of zł16.52. Stock is down 36% over the past year. The company is forecast to post earnings per share of €0.22 for next year compared to €0.039 last year.
Major Estimate Revision • May 25Consensus EPS estimates fall by 40%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €2.77b to €2.73b. EPS estimate also fell from €0.368 per share to €0.22 per share. Net income forecast to grow 4,982% next year vs 21% growth forecast for Hospitality industry in Poland. Consensus price target down from zł22.88 to zł21.76. Share price was steady at zł16.24 over the past week.
Major Estimate Revision • May 14Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from €2.75b to €2.79b. EPS estimate increased from €0.336 to €0.372 per share. Net income forecast to grow 5,907% next year vs 20% growth forecast for Hospitality industry in Poland. Consensus price target of zł22.88 unchanged from last update. Share price fell 9.0% to zł16.10 over the past week.
分析記事 • May 11Earnings Release: Here's Why Analysts Cut Their AmRest Holdings SE (WSE:EAT) Price Target To zł22.88Shareholders might have noticed that AmRest Holdings SE ( WSE:EAT ) filed its first-quarter result this time last week...
Reported Earnings • May 09First quarter 2025 earnings released: €0.05 loss per share (vs €0.013 loss in 1Q 2024)First quarter 2025 results: €0.05 loss per share (further deteriorated from €0.013 loss in 1Q 2024). Revenue: €620.2m (up 4.7% from 1Q 2024). Net loss: €9.80m (loss widened 250% from 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • May 01Getting In Cheap On AmRest Holdings SE (WSE:EAT) Might Be DifficultThere wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
分析記事 • Apr 06Is AmRest Holdings (WSE:EAT) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 07We Think You Can Look Beyond AmRest Holdings' (WSE:EAT) Lackluster EarningsShareholders appeared unconcerned with AmRest Holdings SE's ( WSE:EAT ) lackluster earnings report last week. Our...
Reported Earnings • Feb 28Full year 2024 earnings released: EPS: €0.04 (vs €0.17 in FY 2023)Full year 2024 results: EPS: €0.04 (down from €0.17 in FY 2023). Revenue: €2.56b (up 5.1% from FY 2023). Net income: €8.50m (down 78% from FY 2023). Profit margin: 0.3% (down from 1.6% in FY 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26+ 2 more updatesAmRest Holdings SE to Report Q1, 2025 Results on May 08, 2025AmRest Holdings SE announced that they will report Q1, 2025 results on May 08, 2025
分析記事 • Feb 19Calculating The Fair Value Of AmRest Holdings SE (WSE:EAT)Key Insights The projected fair value for AmRest Holdings is zł15.80 based on 2 Stage Free Cash Flow to Equity With...
Price Target Changed • Jan 31Price target decreased by 11% to zł21.98Down from zł24.72, the current price target is an average from 4 analysts. New target price is 28% above last closing price of zł17.16. Stock is down 36% over the past year. The company is forecast to post earnings per share of €0 for next year compared to €0.18 last year.
お知らせ • Jan 07AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025
分析記事 • Dec 17Is It Time To Consider Buying AmRest Holdings SE (WSE:EAT)?AmRest Holdings SE ( WSE:EAT ), might not be a large cap stock, but it received a lot of attention from a substantial...
Price Target Changed • Dec 06Price target decreased by 8.4% to zł22.64Down from zł24.72, the current price target is an average from 5 analysts. New target price is 8.3% above last closing price of zł20.90. Stock is down 16% over the past year. The company is forecast to post earnings per share of €0 for next year compared to €0.18 last year.
分析記事 • Oct 08AmRest Holdings (WSE:EAT) Is Experiencing Growth In Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Sep 10Revenues Tell The Story For AmRest Holdings SE (WSE:EAT)There wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.5x is worth a...
お知らせ • Sep 10AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024
分析記事 • Aug 01AmRest Holdings (WSE:EAT) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 28There's Been No Shortage Of Growth Recently For AmRest Holdings' (WSE:EAT) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • May 10First quarter 2024 earnings released: €0.01 loss per share (vs €0.008 profit in 1Q 2023)First quarter 2024 results: €0.01 loss per share (down from €0.008 profit in 1Q 2023). Revenue: €592.6m (down 4.6% from 1Q 2023). Net loss: €2.80m (down 265% from profit in 1Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • May 10What Is AmRest Holdings SE's (WSE:EAT) Share Price Doing?While AmRest Holdings SE ( WSE:EAT ) might not have the largest market cap around , it saw a significant share price...
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to zł26.85, the stock trades at a trailing P/E ratio of 35.4x. Average forward P/E is 14x in the Hospitality industry in Poland. Total loss to shareholders of 13% over the past three years.
分析記事 • Apr 17Some Confidence Is Lacking In AmRest Holdings SE's (WSE:EAT) P/EAmRest Holdings SE's ( WSE:EAT ) price-to-earnings (or "P/E") ratio of 30.7x might make it look like a strong sell...
お知らせ • Apr 07AmRest Holdings SE, Annual General Meeting, May 09, 2024AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters.
お知らせ • Apr 03+ 1 more updateAmRest Holdings SE to Report First Half, 2024 Results on Sep 05, 2024AmRest Holdings SE announced that they will report first half, 2024 results on Sep 05, 2024
分析記事 • Feb 15Is AmRest Holdings (WSE:EAT) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Jan 19AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024
分析記事 • Jan 18Return Trends At AmRest Holdings (WSE:EAT) Aren't AppealingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Dec 19AmRest Holdings SE's (WSE:EAT) Share Price Not Quite Adding UpThere wouldn't be many who think AmRest Holdings SE's ( WSE:EAT ) price-to-sales (or "P/S") ratio of 0.5x is worth a...
Price Target Changed • Nov 24Price target decreased by 9.0% to zł28.70Down from zł31.53, the current price target is an average from 3 analysts. New target price is 14% above last closing price of zł25.10. Stock is up 27% over the past year. The company is forecast to post earnings per share of €0.0099 for next year compared to €0.0059 last year.
New Risk • Nov 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin).
お知らせ • Nov 04AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023
分析記事 • Oct 12Returns At AmRest Holdings (WSE:EAT) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Price Target Changed • Sep 20Price target increased by 8.5% to zł29.65Up from zł27.33, the current price target is an average from 4 analysts. New target price is 7.4% above last closing price of zł27.60. Stock is up 47% over the past year. The company is forecast to post earnings per share of €0.0099 for next year compared to €0.0059 last year.
分析記事 • Sep 20Estimating The Intrinsic Value Of AmRest Holdings SE (WSE:EAT)Key Insights AmRest Holdings' estimated fair value is zł24.24 based on 2 Stage Free Cash Flow to Equity Current share...
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings have declined by 11% per year over the past 5 years.
分析記事 • Sep 05Is It Time To Consider Buying AmRest Holdings SE (WSE:EAT)?AmRest Holdings SE ( WSE:EAT ), might not be a large cap stock, but it saw a significant share price rise of over 20...
Price Target Changed • Sep 04Price target decreased by 14% to zł27.33Down from zł31.76, the current price target is an average from 4 analysts. New target price is 5.3% below last closing price of zł28.85. Stock is up 45% over the past year. The company is forecast to post earnings per share of €0.0099 for next year compared to €0.0059 last year.
お知らせ • Aug 03AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023
Major Estimate Revision • Jul 19Consensus EPS estimates fall by 96%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €0.2269 to €0.0099 per share. Revenue forecast steady at €2.51b. Net income forecast to grow 2,482% next year vs 18% growth forecast for Hospitality industry in Poland. Consensus price target down from zł31.76 to zł27.33. Share price rose 8.1% to zł26.60 over the past week.
分析記事 • Jun 06Is AmRest Holdings (WSE:EAT) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Jun 01Price target increased by 8.0% to zł25.33Up from zł23.45, the current price target is an average from 4 analysts. New target price is 14% above last closing price of zł22.20. Stock is up 21% over the past year. The company is forecast to post earnings per share of €0.22 for next year compared to €0.0059 last year.
お知らせ • May 17Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT).Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023.
Reported Earnings • May 14First quarter 2023 earnings released: EPS: €0.01 (vs €0 in 1Q 2022)First quarter 2023 results: EPS: €0.01 (up from €0 in 1Q 2022). Revenue: €621.2m (up 23% from 1Q 2022). Net income: €1.70m (up €1.60m from 1Q 2022). Profit margin: 0.3% (up from 0% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
分析記事 • May 10Returns On Capital At AmRest Holdings (WSE:EAT) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
お知らせ • May 05AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023
Price Target Changed • Mar 30Price target decreased by 7.7% to zł25.75Down from zł27.90, the current price target is an average from 4 analysts. New target price is 37% above last closing price of zł18.76. Stock is down 7.1% over the past year. The company is forecast to post earnings per share of €0.22 for next year compared to €0.0059 last year.
Reported Earnings • Mar 06Full year 2022 earnings released: EPS: €0.01 (vs €0.15 in FY 2021)Full year 2022 results: EPS: €0.01 (down from €0.15 in FY 2021). Revenue: €2.42b (up 26% from FY 2021). Net income: €1.38m (down 96% from FY 2021). Profit margin: 0.1% (down from 1.7% in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
分析記事 • Feb 02AmRest Holdings (WSE:EAT) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
分析記事 • Nov 26What Does AmRest Holdings SE's (WSE:EAT) Share Price Indicate?While AmRest Holdings SE ( WSE:EAT ) might not be the most widely known stock at the moment, it saw a decent share...
Board Change • Nov 16Insufficient 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. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: €658.2m (up 23% from 3Q 2021). Net income: €34.2m (up 29% from 3Q 2021). Profit margin: 5.2% (up from 5.0% in 3Q 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Europe.
分析記事 • Sep 20Returns On Capital At AmRest Holdings (WSE:EAT) Paint A Concerning PictureIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Price Target Changed • Sep 09Price target decreased to zł26.15Down from zł29.19, the current price target is an average from 4 analysts. New target price is 27% above last closing price of zł20.60. Stock is down 32% over the past year. The company is forecast to post earnings per share of €0.12 for next year compared to €0.15 last year.
Reported Earnings • Sep 04Second quarter 2022 earnings released: €0.16 loss per share (vs €0.099 profit in 2Q 2021)Second quarter 2022 results: €0.16 loss per share (down from €0.099 profit in 2Q 2021). Revenue: €605.7m (up 31% from 2Q 2021). Net loss: €35.6m (down 263% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 1.7% compared to a 35% growth forecast for the Hospitality industry in Poland. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
分析記事 • Aug 03At zł18.70, Is AmRest Holdings SE (WSE:EAT) Worth Looking At Closely?While AmRest Holdings SE ( WSE:EAT ) might not be the most widely known stock at the moment, it saw a double-digit...
分析記事 • Jul 15Is AmRest Holdings (WSE:EAT) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Jun 02Insufficient 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. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 14First quarter 2022 earnings: Revenues miss analyst expectationsFirst quarter 2022 results: Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 6.8%, compared to a 35% growth forecast for the industry in Poland. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
分析記事 • Apr 29A Look At The Fair Value Of AmRest Holdings SE (WSE:EAT)How far off is AmRest Holdings SE ( WSE:EAT ) from its intrinsic value? Using the most recent financial data, we'll...
Price Target Changed • Apr 27Price target decreased to zł29.19Down from zł34.60, the current price target is an average from 4 analysts. New target price is 58% above last closing price of zł18.48. Stock is down 42% over the past year. The company is forecast to post earnings per share of €0.19 for next year compared to €0.15 last year.
分析記事 • Apr 05Here's Why AmRest Holdings (WSE:EAT) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Mar 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.33 to €0.25. Revenue forecast unchanged from €2.17b at last update. Net income forecast to grow 97% next year vs 41% growth forecast for Hospitality industry in Poland. Consensus price target of zł31.24 unchanged from last update. Share price rose 6.2% to zł20.70 over the past week.
Price Target Changed • Mar 29Price target decreased to zł31.24Down from zł34.60, the current price target is an average from 3 analysts. New target price is 49% above last closing price of zł21.02. Stock is down 36% over the past year. The company is forecast to post earnings per share of €0.25 for next year compared to €0.15 last year.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to zł19.35, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at zł22.91 per share.
Reported Earnings • Mar 04Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: €0.15 (up from €0.83 loss in FY 2020). Revenue: €1.92b (up 26% from FY 2020). Net income: €32.9m (up €214.9m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Over the next year, revenue is forecast to grow 12%, compared to a 46% growth forecast for the restaurants industry in Poland. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Mar 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €2.02b to €2.30b. EPS estimate unchanged from €0.34 at last update. Hospitality industry in Poland expected to see average net income growth of 52% next year. Consensus price target of zł34.13 unchanged from last update. Share price fell 12% to zł21.06 over the past week.
分析記事 • Feb 25AmRest Holdings' (WSE:EAT) Returns On Capital Not Reflecting Well On The BusinessIf 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 • Nov 16AmRest Holdings' (WSE:EAT) Performance Is Even Better Than Its Earnings SuggestEven though AmRest Holdings SE's ( WSE:EAT ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS €0.12 (vs €0.01 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €533.7m (up 21% from 3Q 2020). Net income: €26.6m (up €24.5m from 3Q 2020). Profit margin: 5.0% (up from 0.5% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
分析記事 • Oct 25These 4 Measures Indicate That AmRest Holdings (WSE:EAT) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Oct 03Price target increased to zł34.00Up from zł30.03, the current price target is an average from 5 analysts. New target price is 13% above last closing price of zł30.02. Stock is up 59% over the past year.
Price Target Changed • Sep 30Price target increased to zł34.00Up from zł30.03, the current price target is an average from 5 analysts. New target price is 12% above last closing price of zł30.38. Stock is up 65% over the past year.
分析記事 • Sep 29The Returns On Capital At AmRest Holdings (WSE:EAT) Don't Inspire ConfidenceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 26Second quarter 2021 earnings released: EPS €0.14 (vs €0.54 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €464.3m (up 71% from 2Q 2020). Net income: €21.8m (up €140.9m from 2Q 2020). Profit margin: 4.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 11Price target decreased to zł30.03Down from zł35.16, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of zł28.72. Stock is up 49% over the past year.
分析記事 • Jul 03Is AmRest Holdings (WSE:EAT) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Executive Departure • Jul 01CEO & Member of Management Board Mark Chandler has left the companyOn the 30th of June, Mark Chandler was replaced as CEO by Luis Comas after 2.2 years in the role. We don't have any record of a personal shareholding under Mark's name. Mark is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.00 years. Under Mark's leadership, the company delivered a total shareholder return of -30%.
