View Financial HealthBE Group 配当と自社株買い配当金 基準チェック /06BE Group現在配当金を支払っていません。主要情報0%配当利回り-22.7%バイバック利回り総株主利回り-22.7%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新Upcoming Dividend • Apr 14Upcoming dividend of kr6.00 per share at 8.2% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (4.9%). Higher than average of industry peers (1.0%).すべての更新を表示Recent updatesRecent Insider Transactions • Jul 27Insider recently bought kr216k worth of stockOn the 20th of July, Petter Stillstrom bought around 8k shares on-market at roughly kr27.70 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jul 15Second quarter 2026 earnings released: EPS: kr0.71 (vs kr35.28 loss in 2Q 2025)Second quarter 2026 results: EPS: kr0.71 (up from kr35.28 loss in 2Q 2025). Revenue: kr1.06b (up 1.1% from 2Q 2025). Net income: kr14.0m (up kr472.0m from 2Q 2025). Profit margin: 1.3% (up from net loss in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23BE Group AB (publ) Elects Peter Wennerstein as Board MemberBE Group AB (publ) at its AGM held on April 22, 2026, announced that Peter Wennerstein was elected as new board member. Peter Wennerstein, born in 1974, holds a M.Sc. (Economics and Business) and is employed by AB Traction (publ). Peter Wennerstein has previous experience from leading roles within Kesko Sweden and FM Mattsson Mora Group. Peter Wennerstein is to be considered independent in relation to the Company and the Company's executive management but not in relation to the Company´s principal owners.Reported Earnings • Apr 02Full year 2025 earnings released: kr35.55 loss per share (vs kr3.24 loss in FY 2024)Full year 2025 results: kr35.55 loss per share (further deteriorated from kr3.24 loss in FY 2024). Revenue: kr3.93b (down 16% from FY 2024). Net loss: kr538.0m (loss widened kr496.0m from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Reported Earnings • Jan 28Full year 2025 earnings released: kr35.54 loss per share (vs kr3.24 loss in FY 2024)Full year 2025 results: kr35.54 loss per share (further deteriorated from kr3.24 loss in FY 2024). Revenue: kr3.93b (down 16% from FY 2024). Net loss: kr538.0m (loss widened kr496.0m from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.分析記事 • Nov 14Insufficient Growth At BE Group AB (publ) (STO:BEGR) Hampers Share PriceWhen you see that almost half of the companies in the Trade Distributors industry in Sweden have price-to-sales ratios...お知らせ • Nov 10+ 3 more updatesBE Group AB (publ) to Report Q1, 2026 Results on Apr 22, 2026BE Group AB (publ) announced that they will report Q1, 2026 results at 11:00 AM, Central European Standard Time on Apr 22, 2026Reported Earnings • Oct 24Third quarter 2025 earnings released: kr1.95 loss per share (vs kr1.39 profit in 3Q 2024)Third quarter 2025 results: kr1.95 loss per share (down from kr1.39 profit in 3Q 2024). Revenue: kr859.0m (down 19% from 3Q 2024). Net loss: kr29.0m (down 261% from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.お知らせ • Oct 15BE Group AB (publ), Annual General Meeting, Apr 22, 2026BE Group AB (publ), Annual General Meeting, Apr 22, 2026, at 16:00 W. Europe Standard Time. Location: malmo SwedenNew Risk • Sep 19New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 50% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 41% per year over the past 5 years. Shareholders have been substantially diluted in the past year (50% increase in shares outstanding). Minor Risk Market cap is less than US$100m (kr508.3m market cap, or US$54.1m).お知らせ • Sep 18BE Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 142.815244 million.BE Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 142.815244 million. Security Name: Shares Security Type: Common Stock Securities Offered: 6,491,602 Price\Range: SEK 22 Transaction Features: Rights Offeringお知らせ • Jul 31+ 1 more updateBE Group Announces the Resignation of Peter Andersson as CEOPeter Andersson, President and CEO of BE Group, has, at his own request, resigned from his position to assume a new role as CEO in a company operating in another industry. Peter will leave his role when his notice period ends in January 2026, unless the Board decides on an earlier departure in connection with the recruitment of a successor. The process to recruit a new CEO and Group President will commence immediately.分析記事 • Jul 17BE Group AB (publ)'s (STO:BEGR) Business And Shares Still Trailing The IndustryBE Group AB (publ)'s ( STO:BEGR ) price-to-sales (or "P/S") ratio of 0.1x may look like a pretty appealing investment...Reported Earnings • Jul 16Second quarter 2025 earnings released: kr35.28 loss per share (vs kr0.077 profit in 2Q 2024)Second quarter 2025 results: kr35.28 loss per share (down from kr0.077 profit in 2Q 2024). Revenue: kr1.05b (down 18% from 2Q 2024). Net loss: kr458.0m (down kr459.0m from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.お知らせ • Jul 15+ 1 more updateBE Group AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 142.815244 million.BE Group AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 142.815244 million. Security Name: Shares Security Type: Common Stock Securities Offered: 6,491,602 Price\Range: SEK 22 Transaction Features: Rights Offeringお知らせ • Apr 23Be Group AB (Publ) Elects Alexander Svedulf as New Board MemberBE Group AB (publ) announced that Alexander Svedulf was elected as new Board member.分析記事 • Apr 17It Looks Like BE Group AB (publ)'s (STO:BEGR) CEO May Expect Their Salary To Be Put Under The MicroscopeKey Insights BE Group's Annual General Meeting to take place on 23rd of April CEO Peter Andersson's total compensation...Reported Earnings • Mar 30Full year 2024 earnings released: kr3.24 loss per share (vs kr4.62 loss in FY 2023)Full year 2024 results: kr3.24 loss per share (improved from kr4.62 loss in FY 2023). Revenue: kr4.67b (down 12% from FY 2023). Net loss: kr42.0m (loss narrowed 30% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Mar 21BE Group AB (publ), Annual General Meeting, Apr 23, 2025BE Group AB (publ), Annual General Meeting, Apr 23, 2025, at 16:00 W. Europe Standard Time. Location: at highcourt, malmohusvagen 1, malmo Swedenお知らせ • Jan 28+ 2 more updatesBE Group AB (publ) to Report Fiscal Year 2025 Results on Jan 27, 2026BE Group AB (publ) announced that they will report fiscal year 2025 results at 2:00 PM, Central European Standard Time on Jan 27, 2026お知らせ • Nov 26BE Group Streamlines Moves Operations from Poland to Sweden and FinlandBE Group has now decided to relocate the operations to Sweden and Finland and close the Polish operations. This will generate cost rationalization, increased capacity utilization and reduced CO2 footprint in the Group. BE Group's Polish operations were established in 2001 and today has sales and production in Trebaczew. During 2023, the company's external turnover was 1.5% of the Group's total turnover of SEK 5.3 billion. The closure will take place in the coming six months and affects approximately 80 employees. The one-off cost is estimated to amount to approximately SEK 30 M and will affect the result for the current year. The closure is deemed to have an ongoing positive effect with a payback period of less than 1 year. An updated estimation will be presented in connection with the publishing of the fourth quarter report.お知らせ • Oct 18+ 1 more updateBE Group AB (publ) to Report Q1, 2025 Results on Apr 23, 2025BE Group AB (publ) announced that they will report Q1, 2025 results at 11:00 AM, Central European Standard Time on Apr 23, 2025Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: kr1.36 (vs kr3.24 loss in 3Q 2023)Third quarter 2024 results: EPS: kr1.36 (up from kr3.24 loss in 3Q 2023). Revenue: kr1.06b (down 11% from 3Q 2023). Net income: kr18.0m (up kr60.0m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 0.005% 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 Risk Earnings have declined by 0.005% per year over the past 5 years. Minor Risk Market cap is less than US$100m (kr647.9m market cap, or US$63.2m).Recent Insider Transactions • Aug 07Independent Director recently bought kr2.1m worth of stockOn the 2nd of August, Petter Stillstrom bought around 40k shares on-market at roughly kr52.15 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.2m more in shares than they have sold in the last 12 months.Reported Earnings • Jul 14Second quarter 2024 earnings released: EPS: kr0.077 (vs kr1.46 in 2Q 2023)Second quarter 2024 results: EPS: kr0.077 (down from kr1.46 in 2Q 2023). Revenue: kr1.27b (down 9.5% from 2Q 2023). Net income: kr1.00m (down 95% from 2Q 2023). Profit margin: 0.1% (down from 1.4% in 2Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Price Target Changed • Jun 25Price target decreased by 19% to kr103Down from kr127, the current price target is provided by 1 analyst. New target price is 68% above last closing price of kr61.40. Stock is down 35% over the past year. The company is forecast to post earnings per share of kr9.20 next year compared to a net loss per share of kr4.62 last year.お知らせ • Jun 19Be Group AB Appoints Petteri Korpioja as New Managing Director for Be Group Oy AB and Will Be Member of Group ManagementPetteri Korpioja has been recruited as new Managing Director for BE Group Oy Ab and will be a member of Group Management. Petteri most recently comes from a role as CEO at Saalasti Oy and has long experience from leading positions in both Finland and abroad. The current Managing Director, Lasse Levola, has decided to retire and is leaving BE Group after almost 20 years within the company. Petteri will start as Managing Director in the beginning of November at the latest.お知らせ • Apr 19BE Group AB (publ) Elects Anders Rothstein as Board Member and Chairman of the BoardBE Group AB (publ) at its AGM, held on April 18, 2024, approved the election of Anders Rothstein as Board member and Chairman of the Board.お知らせ • Mar 26BE Group AB (publ) Will Close Loss-Making Operations in the BalticsBE Group OU, which includes sales unit and warehouse in Maardu (Estonia) and sales units in Riga (Latvia) and Kaunas (Lith Lithuania) has, despite extensive improvement measures taken to reach profitability, continued to generate losses. Decision has therefore been taken to close operations in Baltics. Net sales in 2023 was SEK 268 million and the operating result amounted to SEK 10 million. The closure will take place during the second quarter and affects approximately 25 employees. One-off cost is estimated to amount to approximately SEK 35 million and will affect the result for the current year. The closure is estimated to generate approximately SEK 30 million in positive cash flow impact.Reported Earnings • Mar 21Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: kr4.62 loss per share (down from kr24.96 profit in FY 2022). Revenue: kr5.33b (down 23% from FY 2022). Net loss: kr60.0m (down 119% from profit in FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 10Independent Director recently bought kr249k worth of stockOn the 7th of March, Lars Nilsson bought around 5k shares on-market at roughly kr49.86 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr505k. Insiders have collectively bought kr813k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 25Independent Director recently bought kr505k worth of stockOn the 21st of February, Petter Stillstrom bought around 10k shares on-market at roughly kr50.52 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr563k more in shares than they have sold in the last 12 months.お知らせ • Jan 27+ 1 more updateBE Group AB (publ) to Report First Half, 2024 Results on Jul 11, 2024BE Group AB (publ) announced that they will report first half, 2024 results on Jul 11, 2024Reported Earnings • Jan 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: kr4.59 loss per share (down from kr24.96 profit in FY 2022). Revenue: kr5.33b (down 23% from FY 2022). Net loss: kr60.0m (down 119% from profit in FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Jan 09Cautious Investors Not Rewarding BE Group AB (publ)'s (STO:BEGR) Performance CompletelyWhen you see that almost half of the companies in the Trade Distributors industry in Sweden have price-to-sales ratios...お知らせ • Oct 22BE Group AB (publ), Annual General Meeting, Apr 18, 2024BE Group AB (publ), Annual General Meeting, Apr 18, 2024.Reported Earnings • Oct 20Third quarter 2023 earnings released: kr3.27 loss per share (vs kr2.00 profit in 3Q 2022)Third quarter 2023 results: kr3.27 loss per share (down from kr2.00 profit in 3Q 2022). Revenue: kr1.19b (down 22% from 3Q 2022). Net loss: kr42.0m (down 262% from profit in 3Q 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 19+ 1 more updateBE Group AB (publ) to Report Fiscal Year 2023 Results on Jan 25, 2024BE Group AB (publ) announced that they will report fiscal year 2023 results at 2:00 PM, Central European Standard Time on Jan 25, 2024New Risk • Aug 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: kr1.07b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr1.07b market cap, or US$98.2m).お知らせ • Aug 12BE Group Announces Executive ChangesIn order to increase efficiency and to close the gap between BE Group's customers and management, a review of the organization is ongoing. As a result of this, an agreement has been made with the current MD for the Swedish operations, Magnus Bosson, who will leave the company during this quarter. Given the current Group structure with a focus on the Nordic customers primarily in Sweden and Finland, Peter Andersson, President and CEO of BE Group, will also assume the role as MD for the Swedish operations.分析記事 • Jul 21What Does BE Group AB (publ)'s (STO:BEGR) Share Price Indicate?BE Group AB (publ) ( STO:BEGR ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: kr1.47 (vs kr19.33 in 2Q 2022)Second quarter 2023 results: EPS: kr1.47 (down from kr19.33 in 2Q 2022). Revenue: kr1.41b (down 31% from 2Q 2022). Net income: kr19.0m (down 92% from 2Q 2022). Profit margin: 1.4% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year.Buying Opportunity • Apr 20Now 47% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be kr218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 86%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is forecast to decline by 21% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr116, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 320% over the past three years.Upcoming Dividend • Apr 14Upcoming dividend of kr6.00 per share at 8.2% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (4.9%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr131, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 364% over the past three years.Reported Earnings • Mar 31Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: kr6.88b (up 28% from FY 2021). Net income: kr324.0m (down 35% from FY 2021). Profit margin: 4.7% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Feb 02Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from kr13.60 to kr9.79 per share. Revenue forecast steady at kr6.77b. Net income forecast to shrink 61% next year vs 12% growth forecast for Trade Distributors industry in Sweden . Consensus price target down from kr125 to kr119. Share price fell 4.1% to kr103 over the past week.分析記事 • Jan 29BE Group AB (publ) Just Missed EPS By 19%: Here's What Analysts Think Will Happen NextLast week saw the newest full-year earnings release from BE Group AB (publ) ( STO:BEGR ), an important milestone in the...Reported Earnings • Jan 27Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: kr24.96 (down from kr38.13 in FY 2021). Revenue: kr6.88b (up 28% from FY 2021). Net income: kr324.0m (down 35% from FY 2021). Profit margin: 4.7% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27+ 1 more updateBE Group AB (publ) to Report Nine Months, 2023 Results on Oct 18, 2023BE Group AB (publ) announced that they will report nine months, 2023 results on Oct 18, 2023分析記事 • Jan 25Why BE Group AB (publ) (STO:BEGR) Could Be Worth WatchingBE Group AB (publ) ( STO:BEGR ), might not be a large cap stock, but it led the OM gainers with a relatively large...分析記事 • Jan 04Is BE Group (STO:BEGR) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to kr92.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Trade Distributors industry in Sweden. Total returns to shareholders of 170% over the past three years.分析記事 • Dec 10Here's Why BE Group (STO:BEGR) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Price Target Changed • Nov 16Price target decreased to kr125Down from kr140, the current price target is provided by 1 analyst. New target price is 76% above last closing price of kr70.90. Stock is down 43% over the past year. The company is forecast to post earnings per share of kr31.00 for next year compared to kr38.13 last year.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: kr2.05 (vs kr13.49 in 3Q 2021)Third quarter 2022 results: EPS: kr2.05 (down from kr13.49 in 3Q 2021). Revenue: kr1.51b (up 10% from 3Q 2021). Net income: kr26.0m (down 85% from 3Q 2021). Profit margin: 1.7% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 20BE Group AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023BE Group AB (publ) announced that they will report fiscal year 2022 results at 2:00 PM, Central European Standard Time on Jan 26, 2023Major Estimate Revision • Oct 12Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr7.13b to kr7.05b. EPS estimate also fell from kr49.66 per share to kr34.90 per share. Net income forecast to shrink 47% next year vs 18% growth forecast for Trade Distributors industry in Sweden . Consensus price target down from kr178 to kr140. Share price fell 18% to kr69.40 over the past week.分析記事 • Sep 06What Does BE Group AB (publ)'s (STO:BEGR) Share Price Indicate?BE Group AB (publ) ( STO:BEGR ), is not the largest company out there, but it received a lot of attention from a...Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 20% share price gain to kr119, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 14x in the Trade Distributors industry in Sweden. Total returns to shareholders of 190% over the past three years.Recent Insider Transactions • Jul 20President & CEO recently bought kr52k worth of stockOn the 13th of July, Peter Andersson bought around 500 shares on-market at roughly kr104 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of kr98k worth in shares.分析記事 • Jul 20If EPS Growth Is Important To You, BE Group (STO:BEGR) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Jul 14Second quarter 2022 earnings released: EPS: kr19.30 (vs kr9.74 in 2Q 2021)Second quarter 2022 results: EPS: kr19.30 (up from kr9.74 in 2Q 2021). Revenue: kr2.04b (up 46% from 2Q 2021). Net income: kr251.0m (up 98% from 2Q 2021). Profit margin: 12% (up from 9.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.1%, compared to a 16% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr93.50, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 13x in the Trade Distributors industry in Sweden. Total returns to shareholders of 124% over the past three years.分析記事 • Jul 05Under The Bonnet, BE Group's (STO:BEGR) Returns Look ImpressiveThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr125, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 15x in the Trade Distributors industry in Sweden. Total returns to shareholders of 197% over the past three years.Price Target Changed • Jun 07Price target increased to kr205Up from kr123, the current price target is provided by 1 analyst. New target price is 39% above last closing price of kr147. Stock is up 134% over the past year. The company is forecast to post earnings per share of kr37.99 for next year compared to kr38.13 last year.分析記事 • Mar 01Calculating The Fair Value Of BE Group AB (publ) (STO:BEGR)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of BE Group AB (publ...Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr142, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Trade Distributors industry in Sweden. Total returns to shareholders of 256% over the past three years.Buying Opportunity • Feb 21Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be kr153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 87% per annum over the last 3 years.Recent Insider Transactions • Feb 03Independent Chairman recently bought kr477k worth of stockOn the 28th of January, Jorgen Zahlin bought around 4k shares on-market at roughly kr119 per share. This was the largest purchase by an insider in the last 3 months. This was Jorgen's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 27% share price gain to kr147, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Trade Distributors industry in Sweden. Total returns to shareholders of 258% over the past three years.分析記事 • Jan 31Why We Like The Returns At BE Group (STO:BEGR)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jan 28Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: kr38.10 (up from kr0.31 in FY 2020). Revenue: kr5.39b (up 47% from FY 2020). Net income: kr495.0m (up kr491.0m from FY 2020). Profit margin: 9.2% (up from 0.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Over the next year, revenue is expected to shrink by 8.5% compared to a 13% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 10Is BE Group (STO:BEGR) 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...Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr126, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Trade Distributors industry in Sweden. Total returns to shareholders of 217% over the past three years.分析記事 • Nov 08Is There Now An Opportunity In BE Group AB (publ) (STO:BEGR)?While BE Group AB (publ) ( STO:BEGR ) might not be the most widely known stock at the moment, it received a lot of...Reported Earnings • Oct 22Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr1.38b (up 85% from 3Q 2020). Net income: kr175.0m (up kr179.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 18Is Now The Time To Put BE Group (STO:BEGR) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 24% share price gain to kr110, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 130% over the past three years.Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to kr75.80, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 52% over the past three years.Reported Earnings • Jul 15Second quarter 2021 earnings released: EPS kr9.74 (vs kr1.34 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.40b (up 50% from 2Q 2020). Net income: kr127.0m (up kr109.0m from 2Q 2020). Profit margin: 9.1% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 14% per year.分析記事 • Jul 14Does BE Group (STO:BEGR) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • May 26Is BE Group (STO:BEGR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 06Should You Think About Buying BE Group AB (publ) (STO:BEGR) Now?While BE Group AB (publ) ( STO:BEGR ) might not be the most widely known stock at the moment, it saw a significant...決済の安定と成長配当データの取得安定した配当: BEGRの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: BEGRの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場BE Group 配当利回り対市場BEGR 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (BEGR)0%市場下位25% (SE)1.7%市場トップ25% (SE)4.2%業界平均 (Trade Distributors)1.1%アナリスト予想 (BEGR) (最長3年)0%注目すべき配当: BEGRは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: BEGRは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: BEGR Swedish市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: BEGRが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YSE 市場の強力な配当支払い企業。View Management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2026/08/06 13:33終値2026/08/06 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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BE Group AB (publ) 0 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。2 アナリスト機関Claes VikbladhABG Sundal Collier SponsoredCecilia KellnerCarnegie Investment Bank AB
Upcoming Dividend • Apr 14Upcoming dividend of kr6.00 per share at 8.2% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (4.9%). Higher than average of industry peers (1.0%).
Recent Insider Transactions • Jul 27Insider recently bought kr216k worth of stockOn the 20th of July, Petter Stillstrom bought around 8k shares on-market at roughly kr27.70 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jul 15Second quarter 2026 earnings released: EPS: kr0.71 (vs kr35.28 loss in 2Q 2025)Second quarter 2026 results: EPS: kr0.71 (up from kr35.28 loss in 2Q 2025). Revenue: kr1.06b (up 1.1% from 2Q 2025). Net income: kr14.0m (up kr472.0m from 2Q 2025). Profit margin: 1.3% (up from net loss in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23BE Group AB (publ) Elects Peter Wennerstein as Board MemberBE Group AB (publ) at its AGM held on April 22, 2026, announced that Peter Wennerstein was elected as new board member. Peter Wennerstein, born in 1974, holds a M.Sc. (Economics and Business) and is employed by AB Traction (publ). Peter Wennerstein has previous experience from leading roles within Kesko Sweden and FM Mattsson Mora Group. Peter Wennerstein is to be considered independent in relation to the Company and the Company's executive management but not in relation to the Company´s principal owners.
Reported Earnings • Apr 02Full year 2025 earnings released: kr35.55 loss per share (vs kr3.24 loss in FY 2024)Full year 2025 results: kr35.55 loss per share (further deteriorated from kr3.24 loss in FY 2024). Revenue: kr3.93b (down 16% from FY 2024). Net loss: kr538.0m (loss widened kr496.0m from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jan 28Full year 2025 earnings released: kr35.54 loss per share (vs kr3.24 loss in FY 2024)Full year 2025 results: kr35.54 loss per share (further deteriorated from kr3.24 loss in FY 2024). Revenue: kr3.93b (down 16% from FY 2024). Net loss: kr538.0m (loss widened kr496.0m from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 14Insufficient Growth At BE Group AB (publ) (STO:BEGR) Hampers Share PriceWhen you see that almost half of the companies in the Trade Distributors industry in Sweden have price-to-sales ratios...
お知らせ • Nov 10+ 3 more updatesBE Group AB (publ) to Report Q1, 2026 Results on Apr 22, 2026BE Group AB (publ) announced that they will report Q1, 2026 results at 11:00 AM, Central European Standard Time on Apr 22, 2026
Reported Earnings • Oct 24Third quarter 2025 earnings released: kr1.95 loss per share (vs kr1.39 profit in 3Q 2024)Third quarter 2025 results: kr1.95 loss per share (down from kr1.39 profit in 3Q 2024). Revenue: kr859.0m (down 19% from 3Q 2024). Net loss: kr29.0m (down 261% from profit in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 15BE Group AB (publ), Annual General Meeting, Apr 22, 2026BE Group AB (publ), Annual General Meeting, Apr 22, 2026, at 16:00 W. Europe Standard Time. Location: malmo Sweden
New Risk • Sep 19New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 50% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 41% per year over the past 5 years. Shareholders have been substantially diluted in the past year (50% increase in shares outstanding). Minor Risk Market cap is less than US$100m (kr508.3m market cap, or US$54.1m).
お知らせ • Sep 18BE Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 142.815244 million.BE Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 142.815244 million. Security Name: Shares Security Type: Common Stock Securities Offered: 6,491,602 Price\Range: SEK 22 Transaction Features: Rights Offering
お知らせ • Jul 31+ 1 more updateBE Group Announces the Resignation of Peter Andersson as CEOPeter Andersson, President and CEO of BE Group, has, at his own request, resigned from his position to assume a new role as CEO in a company operating in another industry. Peter will leave his role when his notice period ends in January 2026, unless the Board decides on an earlier departure in connection with the recruitment of a successor. The process to recruit a new CEO and Group President will commence immediately.
分析記事 • Jul 17BE Group AB (publ)'s (STO:BEGR) Business And Shares Still Trailing The IndustryBE Group AB (publ)'s ( STO:BEGR ) price-to-sales (or "P/S") ratio of 0.1x may look like a pretty appealing investment...
Reported Earnings • Jul 16Second quarter 2025 earnings released: kr35.28 loss per share (vs kr0.077 profit in 2Q 2024)Second quarter 2025 results: kr35.28 loss per share (down from kr0.077 profit in 2Q 2024). Revenue: kr1.05b (down 18% from 2Q 2024). Net loss: kr458.0m (down kr459.0m from profit in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 15+ 1 more updateBE Group AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 142.815244 million.BE Group AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 142.815244 million. Security Name: Shares Security Type: Common Stock Securities Offered: 6,491,602 Price\Range: SEK 22 Transaction Features: Rights Offering
お知らせ • Apr 23Be Group AB (Publ) Elects Alexander Svedulf as New Board MemberBE Group AB (publ) announced that Alexander Svedulf was elected as new Board member.
分析記事 • Apr 17It Looks Like BE Group AB (publ)'s (STO:BEGR) CEO May Expect Their Salary To Be Put Under The MicroscopeKey Insights BE Group's Annual General Meeting to take place on 23rd of April CEO Peter Andersson's total compensation...
Reported Earnings • Mar 30Full year 2024 earnings released: kr3.24 loss per share (vs kr4.62 loss in FY 2023)Full year 2024 results: kr3.24 loss per share (improved from kr4.62 loss in FY 2023). Revenue: kr4.67b (down 12% from FY 2023). Net loss: kr42.0m (loss narrowed 30% from FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 21BE Group AB (publ), Annual General Meeting, Apr 23, 2025BE Group AB (publ), Annual General Meeting, Apr 23, 2025, at 16:00 W. Europe Standard Time. Location: at highcourt, malmohusvagen 1, malmo Sweden
お知らせ • Jan 28+ 2 more updatesBE Group AB (publ) to Report Fiscal Year 2025 Results on Jan 27, 2026BE Group AB (publ) announced that they will report fiscal year 2025 results at 2:00 PM, Central European Standard Time on Jan 27, 2026
お知らせ • Nov 26BE Group Streamlines Moves Operations from Poland to Sweden and FinlandBE Group has now decided to relocate the operations to Sweden and Finland and close the Polish operations. This will generate cost rationalization, increased capacity utilization and reduced CO2 footprint in the Group. BE Group's Polish operations were established in 2001 and today has sales and production in Trebaczew. During 2023, the company's external turnover was 1.5% of the Group's total turnover of SEK 5.3 billion. The closure will take place in the coming six months and affects approximately 80 employees. The one-off cost is estimated to amount to approximately SEK 30 M and will affect the result for the current year. The closure is deemed to have an ongoing positive effect with a payback period of less than 1 year. An updated estimation will be presented in connection with the publishing of the fourth quarter report.
お知らせ • Oct 18+ 1 more updateBE Group AB (publ) to Report Q1, 2025 Results on Apr 23, 2025BE Group AB (publ) announced that they will report Q1, 2025 results at 11:00 AM, Central European Standard Time on Apr 23, 2025
Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: kr1.36 (vs kr3.24 loss in 3Q 2023)Third quarter 2024 results: EPS: kr1.36 (up from kr3.24 loss in 3Q 2023). Revenue: kr1.06b (down 11% from 3Q 2023). Net income: kr18.0m (up kr60.0m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 0.005% 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 Risk Earnings have declined by 0.005% per year over the past 5 years. Minor Risk Market cap is less than US$100m (kr647.9m market cap, or US$63.2m).
Recent Insider Transactions • Aug 07Independent Director recently bought kr2.1m worth of stockOn the 2nd of August, Petter Stillstrom bought around 40k shares on-market at roughly kr52.15 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr3.2m more in shares than they have sold in the last 12 months.
Reported Earnings • Jul 14Second quarter 2024 earnings released: EPS: kr0.077 (vs kr1.46 in 2Q 2023)Second quarter 2024 results: EPS: kr0.077 (down from kr1.46 in 2Q 2023). Revenue: kr1.27b (down 9.5% from 2Q 2023). Net income: kr1.00m (down 95% from 2Q 2023). Profit margin: 0.1% (down from 1.4% in 2Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jun 25Price target decreased by 19% to kr103Down from kr127, the current price target is provided by 1 analyst. New target price is 68% above last closing price of kr61.40. Stock is down 35% over the past year. The company is forecast to post earnings per share of kr9.20 next year compared to a net loss per share of kr4.62 last year.
お知らせ • Jun 19Be Group AB Appoints Petteri Korpioja as New Managing Director for Be Group Oy AB and Will Be Member of Group ManagementPetteri Korpioja has been recruited as new Managing Director for BE Group Oy Ab and will be a member of Group Management. Petteri most recently comes from a role as CEO at Saalasti Oy and has long experience from leading positions in both Finland and abroad. The current Managing Director, Lasse Levola, has decided to retire and is leaving BE Group after almost 20 years within the company. Petteri will start as Managing Director in the beginning of November at the latest.
お知らせ • Apr 19BE Group AB (publ) Elects Anders Rothstein as Board Member and Chairman of the BoardBE Group AB (publ) at its AGM, held on April 18, 2024, approved the election of Anders Rothstein as Board member and Chairman of the Board.
お知らせ • Mar 26BE Group AB (publ) Will Close Loss-Making Operations in the BalticsBE Group OU, which includes sales unit and warehouse in Maardu (Estonia) and sales units in Riga (Latvia) and Kaunas (Lith Lithuania) has, despite extensive improvement measures taken to reach profitability, continued to generate losses. Decision has therefore been taken to close operations in Baltics. Net sales in 2023 was SEK 268 million and the operating result amounted to SEK 10 million. The closure will take place during the second quarter and affects approximately 25 employees. One-off cost is estimated to amount to approximately SEK 35 million and will affect the result for the current year. The closure is estimated to generate approximately SEK 30 million in positive cash flow impact.
Reported Earnings • Mar 21Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: kr4.62 loss per share (down from kr24.96 profit in FY 2022). Revenue: kr5.33b (down 23% from FY 2022). Net loss: kr60.0m (down 119% from profit in FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 10Independent Director recently bought kr249k worth of stockOn the 7th of March, Lars Nilsson bought around 5k shares on-market at roughly kr49.86 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr505k. Insiders have collectively bought kr813k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 25Independent Director recently bought kr505k worth of stockOn the 21st of February, Petter Stillstrom bought around 10k shares on-market at roughly kr50.52 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr563k more in shares than they have sold in the last 12 months.
お知らせ • Jan 27+ 1 more updateBE Group AB (publ) to Report First Half, 2024 Results on Jul 11, 2024BE Group AB (publ) announced that they will report first half, 2024 results on Jul 11, 2024
Reported Earnings • Jan 25Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: kr4.59 loss per share (down from kr24.96 profit in FY 2022). Revenue: kr5.33b (down 23% from FY 2022). Net loss: kr60.0m (down 119% from profit in FY 2022). Revenue missed analyst estimates by 11%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Jan 09Cautious Investors Not Rewarding BE Group AB (publ)'s (STO:BEGR) Performance CompletelyWhen you see that almost half of the companies in the Trade Distributors industry in Sweden have price-to-sales ratios...
お知らせ • Oct 22BE Group AB (publ), Annual General Meeting, Apr 18, 2024BE Group AB (publ), Annual General Meeting, Apr 18, 2024.
Reported Earnings • Oct 20Third quarter 2023 earnings released: kr3.27 loss per share (vs kr2.00 profit in 3Q 2022)Third quarter 2023 results: kr3.27 loss per share (down from kr2.00 profit in 3Q 2022). Revenue: kr1.19b (down 22% from 3Q 2022). Net loss: kr42.0m (down 262% from profit in 3Q 2022). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 19+ 1 more updateBE Group AB (publ) to Report Fiscal Year 2023 Results on Jan 25, 2024BE Group AB (publ) announced that they will report fiscal year 2023 results at 2:00 PM, Central European Standard Time on Jan 25, 2024
New Risk • Aug 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: kr1.07b (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr1.07b market cap, or US$98.2m).
お知らせ • Aug 12BE Group Announces Executive ChangesIn order to increase efficiency and to close the gap between BE Group's customers and management, a review of the organization is ongoing. As a result of this, an agreement has been made with the current MD for the Swedish operations, Magnus Bosson, who will leave the company during this quarter. Given the current Group structure with a focus on the Nordic customers primarily in Sweden and Finland, Peter Andersson, President and CEO of BE Group, will also assume the role as MD for the Swedish operations.
分析記事 • Jul 21What Does BE Group AB (publ)'s (STO:BEGR) Share Price Indicate?BE Group AB (publ) ( STO:BEGR ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Reported Earnings • Jul 14Second quarter 2023 earnings released: EPS: kr1.47 (vs kr19.33 in 2Q 2022)Second quarter 2023 results: EPS: kr1.47 (down from kr19.33 in 2Q 2022). Revenue: kr1.41b (down 31% from 2Q 2022). Net income: kr19.0m (down 92% from 2Q 2022). Profit margin: 1.4% (down from 12% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 39% per year.
Buying Opportunity • Apr 20Now 47% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be kr218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 86%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is forecast to decline by 21% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr116, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 320% over the past three years.
Upcoming Dividend • Apr 14Upcoming dividend of kr6.00 per share at 8.2% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 8.2%. Within top quartile of Swedish dividend payers (4.9%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr131, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 364% over the past three years.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: kr6.88b (up 28% from FY 2021). Net income: kr324.0m (down 35% from FY 2021). Profit margin: 4.7% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 61% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Feb 02Consensus EPS estimates fall by 28%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from kr13.60 to kr9.79 per share. Revenue forecast steady at kr6.77b. Net income forecast to shrink 61% next year vs 12% growth forecast for Trade Distributors industry in Sweden . Consensus price target down from kr125 to kr119. Share price fell 4.1% to kr103 over the past week.
分析記事 • Jan 29BE Group AB (publ) Just Missed EPS By 19%: Here's What Analysts Think Will Happen NextLast week saw the newest full-year earnings release from BE Group AB (publ) ( STO:BEGR ), an important milestone in the...
Reported Earnings • Jan 27Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: kr24.96 (down from kr38.13 in FY 2021). Revenue: kr6.88b (up 28% from FY 2021). Net income: kr324.0m (down 35% from FY 2021). Profit margin: 4.7% (down from 9.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27+ 1 more updateBE Group AB (publ) to Report Nine Months, 2023 Results on Oct 18, 2023BE Group AB (publ) announced that they will report nine months, 2023 results on Oct 18, 2023
分析記事 • Jan 25Why BE Group AB (publ) (STO:BEGR) Could Be Worth WatchingBE Group AB (publ) ( STO:BEGR ), might not be a large cap stock, but it led the OM gainers with a relatively large...
分析記事 • Jan 04Is BE Group (STO:BEGR) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improved over the past weekAfter last week's 19% share price gain to kr92.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 13x in the Trade Distributors industry in Sweden. Total returns to shareholders of 170% over the past three years.
分析記事 • Dec 10Here's Why BE Group (STO:BEGR) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Price Target Changed • Nov 16Price target decreased to kr125Down from kr140, the current price target is provided by 1 analyst. New target price is 76% above last closing price of kr70.90. Stock is down 43% over the past year. The company is forecast to post earnings per share of kr31.00 for next year compared to kr38.13 last year.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: kr2.05 (vs kr13.49 in 3Q 2021)Third quarter 2022 results: EPS: kr2.05 (down from kr13.49 in 3Q 2021). Revenue: kr1.51b (up 10% from 3Q 2021). Net income: kr26.0m (down 85% from 3Q 2021). Profit margin: 1.7% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Trade Distributors industry in Sweden. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 20BE Group AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023BE Group AB (publ) announced that they will report fiscal year 2022 results at 2:00 PM, Central European Standard Time on Jan 26, 2023
Major Estimate Revision • Oct 12Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr7.13b to kr7.05b. EPS estimate also fell from kr49.66 per share to kr34.90 per share. Net income forecast to shrink 47% next year vs 18% growth forecast for Trade Distributors industry in Sweden . Consensus price target down from kr178 to kr140. Share price fell 18% to kr69.40 over the past week.
分析記事 • Sep 06What Does BE Group AB (publ)'s (STO:BEGR) Share Price Indicate?BE Group AB (publ) ( STO:BEGR ), is not the largest company out there, but it received a lot of attention from a...
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 20% share price gain to kr119, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 14x in the Trade Distributors industry in Sweden. Total returns to shareholders of 190% over the past three years.
Recent Insider Transactions • Jul 20President & CEO recently bought kr52k worth of stockOn the 13th of July, Peter Andersson bought around 500 shares on-market at roughly kr104 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of kr98k worth in shares.
分析記事 • Jul 20If EPS Growth Is Important To You, BE Group (STO:BEGR) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Jul 14Second quarter 2022 earnings released: EPS: kr19.30 (vs kr9.74 in 2Q 2021)Second quarter 2022 results: EPS: kr19.30 (up from kr9.74 in 2Q 2021). Revenue: kr2.04b (up 46% from 2Q 2021). Net income: kr251.0m (up 98% from 2Q 2021). Profit margin: 12% (up from 9.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.1%, compared to a 16% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr93.50, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 13x in the Trade Distributors industry in Sweden. Total returns to shareholders of 124% over the past three years.
分析記事 • Jul 05Under The Bonnet, BE Group's (STO:BEGR) Returns Look ImpressiveThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr125, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 15x in the Trade Distributors industry in Sweden. Total returns to shareholders of 197% over the past three years.
Price Target Changed • Jun 07Price target increased to kr205Up from kr123, the current price target is provided by 1 analyst. New target price is 39% above last closing price of kr147. Stock is up 134% over the past year. The company is forecast to post earnings per share of kr37.99 for next year compared to kr38.13 last year.
分析記事 • Mar 01Calculating The Fair Value Of BE Group AB (publ) (STO:BEGR)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of BE Group AB (publ...
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr142, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Trade Distributors industry in Sweden. Total returns to shareholders of 256% over the past three years.
Buying Opportunity • Feb 21Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be kr153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 87% per annum over the last 3 years.
Recent Insider Transactions • Feb 03Independent Chairman recently bought kr477k worth of stockOn the 28th of January, Jorgen Zahlin bought around 4k shares on-market at roughly kr119 per share. This was the largest purchase by an insider in the last 3 months. This was Jorgen's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 27% share price gain to kr147, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Trade Distributors industry in Sweden. Total returns to shareholders of 258% over the past three years.
分析記事 • Jan 31Why We Like The Returns At BE Group (STO:BEGR)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jan 28Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: kr38.10 (up from kr0.31 in FY 2020). Revenue: kr5.39b (up 47% from FY 2020). Net income: kr495.0m (up kr491.0m from FY 2020). Profit margin: 9.2% (up from 0.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 2.5%. Over the next year, revenue is expected to shrink by 8.5% compared to a 13% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 10Is BE Group (STO:BEGR) 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...
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr126, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Trade Distributors industry in Sweden. Total returns to shareholders of 217% over the past three years.
分析記事 • Nov 08Is There Now An Opportunity In BE Group AB (publ) (STO:BEGR)?While BE Group AB (publ) ( STO:BEGR ) might not be the most widely known stock at the moment, it received a lot of...
Reported Earnings • Oct 22Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr1.38b (up 85% from 3Q 2020). Net income: kr175.0m (up kr179.0m from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 18Is Now The Time To Put BE Group (STO:BEGR) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 24% share price gain to kr110, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 130% over the past three years.
Valuation Update With 7 Day Price Move • Jul 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to kr75.80, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 21x in the Trade Distributors industry in Sweden. Total returns to shareholders of 52% over the past three years.
Reported Earnings • Jul 15Second quarter 2021 earnings released: EPS kr9.74 (vs kr1.34 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.40b (up 50% from 2Q 2020). Net income: kr127.0m (up kr109.0m from 2Q 2020). Profit margin: 9.1% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 14% per year.
分析記事 • Jul 14Does BE Group (STO:BEGR) Deserve A Spot On Your Watchlist?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • May 26Is BE Group (STO:BEGR) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • May 06Should You Think About Buying BE Group AB (publ) (STO:BEGR) Now?While BE Group AB (publ) ( STO:BEGR ) might not be the most widely known stock at the moment, it saw a significant...