Munters Group（MTRS）株式概要
ムンタースグループは、アメリカ、ヨーロッパ、中東、アフリカ、アジアで気候ソリューションを提供しています。 詳細
MTRS Community Fair Values
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Analyst Price Targets
Munters Group AB (publ) 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | SEK 164.65 |
| 52週高値 | SEK 212.40 |
| 52週安値 | SEK 109.80 |
| ベータ | 0.73 |
| 1ヶ月の変化 | -15.04% |
| 3ヶ月変化 | 4.47% |
| 1年変化 | 15.95% |
| 3年間の変化 | 34.63% |
| 5年間の変化 | 109.75% |
| IPOからの変化 | 149.28% |
最新ニュース
ナラティブの更新 • Jun 22
MTRS: Data Center Cooling Demand Will Drive Backlog And ReRating Potential
The analyst price target for Munters Group has been adjusted to SEK 225.25 from SEK 219.57 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent Street views that highlight the company’s exposure to data center cooling demand. Analyst Commentary Recent Street commentary on Munters Group reflects a mix of enthusiasm around its role in data center cooling and questions about how much of that optimism is already reflected in the stock’s valuation.分析記事 • Jun 20
Munters Group (OM:MTRS) Stock Could Be 17% Undervalued After FoodTech Sale Review
Munters Group (OM:MTRS) has said it is exploring a possible sale of its FoodTech business, a move that could reshape the company’s focus toward its Data Center Technologies and AirTech operations. See our latest analysis for Munters Group. The share price of Munters Group has pulled back recently, with a 1 day share price return showing a 3.66% decline and a 30 day share price return showing an 8.81% decline. At the same time, the 1 year total shareholder return of 43.39% and 5 year total...
ナラティブの更新 • Jun 05
MTRS: Data Center Cooling Dependence Will Challenge AI Infrastructure Hopes
Analysts have lifted their fair value estimate for Munters Group by SEK 10 to SEK 185, citing higher assumed revenue growth, slightly stronger profit margins, a lower future P/E and recent research that highlights the company as a high quality data center cooling play. Analyst Commentary Recent research highlights a split in how analysts view Munters Group.Recent updates
ナラティブの更新 • Jun 22
MTRS: Data Center Cooling Demand Will Drive Backlog And ReRating Potential
The analyst price target for Munters Group has been adjusted to SEK 225.25 from SEK 219.57 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent Street views that highlight the company’s exposure to data center cooling demand. Analyst Commentary Recent Street commentary on Munters Group reflects a mix of enthusiasm around its role in data center cooling and questions about how much of that optimism is already reflected in the stock’s valuation.分析記事 • Jun 20
Munters Group (OM:MTRS) Stock Could Be 17% Undervalued After FoodTech Sale Review
Munters Group (OM:MTRS) has said it is exploring a possible sale of its FoodTech business, a move that could reshape the company’s focus toward its Data Center Technologies and AirTech operations. See our latest analysis for Munters Group. The share price of Munters Group has pulled back recently, with a 1 day share price return showing a 3.66% decline and a 30 day share price return showing an 8.81% decline. At the same time, the 1 year total shareholder return of 43.39% and 5 year total...ナラティブの更新 • Jun 05
MTRS: Data Center Cooling Dependence Will Challenge AI Infrastructure Hopes
Analysts have lifted their fair value estimate for Munters Group by SEK 10 to SEK 185, citing higher assumed revenue growth, slightly stronger profit margins, a lower future P/E and recent research that highlights the company as a high quality data center cooling play. Analyst Commentary Recent research highlights a split in how analysts view Munters Group.
ナラティブの更新 • May 21
MTRS: Data Center AI Buildout Backlog Will Support Stronger Future Earnings Visibility
Analysts now frame Munters Group with a refreshed price target of SEK 250, up from SEK 235, reflecting updated assumptions on revenue growth, margins, discount rate and future P/E, even as some research has turned more cautious on the stock. Analyst Commentary While some recent research has taken a more cautious stance, a group of bullish analysts continues to point to supportive drivers behind the refreshed SEK 250 price target for Munters Group.ナラティブの更新 • May 01
MTRS: Data Center Backlog And CEO Transition Will Shape Balanced Outlook
Analysts now see a slightly higher fair value for Munters Group, lifting their price target from SEK 213.33 to about SEK 219.57. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E, despite more cautious recent research commentary.ナラティブの更新 • Apr 16
MTRS: Data Center Backlog And CEO Transition Will Support Future Outlook
Analysts have nudged their price target for Munters Group higher to SEK213.33 from SEK210.83. This reflects updated views on fair value, growth assumptions and expected profitability, while keeping a slightly adjusted future P/E outlook.ナラティブの更新 • Apr 01
MTRS: Data Center Order Backlog Will Support Stronger Future Earnings Visibility
Analysts have lifted their price target on Munters Group to SEK 175.00 from SEK 150.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a revised future P/E multiple. Analyst Commentary Recent Street research reflects a more constructive stance on Munters Group, with bullish analysts updating their views to align the price target with refreshed assumptions around discount rates, revenue, margins, and future P/E levels.ナラティブの更新 • Mar 18
MTRS: Data Center Backlog And CEO Transition Will Support Future Cash Flow
Analysts have lifted the price target for Munters Group to SEK 175 from SEK 150, reflecting updated views on the company’s earnings profile and valuation assumptions. Analyst Commentary Analysts lifting the price target to SEK 175 while keeping a Hold stance signals a more constructive view on Munters Group’s potential, but also a sense that the valuation already reflects much of that optimism.ナラティブの更新 • Mar 04
MTRS: AI Infrastructure Backlog And Execution Will Shape Balanced Future Expectations
Analysts now set their price target for Munters Group at SEK 175, up from SEK 150, citing updated assumptions on revenue growth, margins and future P/E expectations. Analyst Commentary While the new SEK 175 price target signals some renewed confidence in Munters Group, bearish analysts are still flagging several areas where they see a risk that expectations and execution may not fully line up.ナラティブの更新 • Feb 18
MTRS: Data Center Contract Momentum Will Underpin Stronger Earnings Visibility
Analysts have raised their price target on Munters Group to SEK 235 from SEK 220, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple that together support a higher fair value estimate. Analyst Commentary Recent research points to a more constructive view on Munters Group, with price targets moving higher as analysts refresh their models for revenue growth, profitability and valuation.ナラティブの更新 • Feb 04
MTRS: AI Data Center Orders Will Support Future Cash Flow
Analysts have lifted their price target for Munters Group to SEK 210.83 from SEK 204, citing updated assumptions on revenue growth, profit margins and future P/E, along with a recent Street target move to SEK 175 that reflects a more constructive view on the shares. Analyst Commentary Recent target tweaks suggest analysts see Munters Group as fairly balanced at current levels, with room for execution to drive upside or downside from here.ナラティブの更新 • Jan 21
MTRS: AI Infrastructure Orders Will Test Execution And Support Fair Valuation
Analysts have raised their price targets on Munters Group to as high as SEK 195, with a central updated fair value estimate of SEK 175. This reflects their focus on the company's role in artificial intelligence infrastructure and its recent quarterly performance.ナラティブの更新 • Jan 07
MTRS: AI Infrastructure Orders And Standout Q3 Will Support Future Cash Flow
Our fair value estimate for Munters Group has been lifted from SEK 199 to SEK 204 as analysts raise price targets into the SEK 175 to SEK 195 range, citing recent research that highlights the company’s role in artificial intelligence infrastructure and updated assumptions for revenue growth, profit margin and future P/E. Analyst Commentary Recent research coverage has focused on Munters Group's link to artificial intelligence infrastructure and how that could support the current valuation range, with price targets now clustered between SEK 175 and SEK 195.ナラティブの更新 • Dec 24
MTRS: Standout Q3 AI Infrastructure Demand Will Drive Future Cash Flow Durability
Analysts have raised their fair value estimate for Munters Group to SEK 199 from SEK 188, citing a standout Q3 that underscored the company's growing role as a critical supplier to artificial intelligence infrastructure. Analyst Commentary Analysts remain broadly constructive on Munters Group following the latest price target increase, highlighting the company's execution in high growth end markets and its sharpened strategic focus on artificial intelligence infrastructure.ナラティブの更新 • Dec 09
MTRS: Standout Q3 AI Infrastructure Position Will Drive Balanced Future Performance
Analysts raised their price target on Munters Group to SEK 195 from SEK 150, citing a standout Q3 that reinforced the company's role as a critical supplier to artificial intelligence infrastructure. Analyst Commentary Analysts characterize the latest price target increase as a reflection of stronger conviction in Munters Group's growth trajectory and its strategic positioning in the artificial intelligence infrastructure ecosystem.ナラティブの更新 • Nov 25
MTRS: Standout Q3 and AI Infrastructure Demand Will Drive Performance Ahead
Analysts have increased their price target for Munters Group from SEK 185 to SEK 188.00, citing strong quarterly results and the company's reinforced standing as a key supplier to artificial intelligence infrastructure. Analyst Commentary Following the latest earnings release, analysts have closely examined Munters Group's outlook and performance, updating their views on the company’s valuation and growth trajectory.ナラティブの更新 • Nov 10
MTRS: Artificial Intelligence Demand Will Drive Further Outperformance Ahead
Analysts have increased their price target for Munters Group from SEK 169 to SEK 185, citing strong quarterly results and the company's strengthened position as a key supplier to artificial intelligence infrastructure. Analyst Commentary Bullish Takeaways Bullish analysts point to Munters Group's standout Q3 performance as reinforcing its leadership position within artificial intelligence infrastructure supply chains.ナラティブの更新 • Oct 27
Artificial Intelligence Demand Will Elevate Market Influence And Sector Leadership
Analysts have raised their price target for Munters Group from SEK 160 to SEK 169, citing strong third quarter results and the company's strengthened position as a key supplier to artificial intelligence infrastructure. Analyst Commentary Bullish Takeaways Bullish analysts note that Munters Group's increased price target reflects heightened confidence in the company's growth trajectory, particularly in the artificial intelligence infrastructure market.分析記事 • Oct 13
Risks To Shareholder Returns Are Elevated At These Prices For Munters Group AB (publ) (STO:MTRS)
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...ナラティブの更新 • Sep 27
Digitalization And Green Manufacturing Will Expand Global Markets
The downward revision in Munters Group’s revenue growth forecast from 4.6% to 4.1% per annum has contributed to a reduced consensus analyst price target, now at SEK160.00. What's in the News Munters Group and Capsol Technologies ASA have expanded their strategic partnership with a new commercial collaboration agreement focused on increasing carbon capture efficiency and reducing costs through joint R&D and testing.ナラティブの更新 • Sep 05
Digitalization And Green Manufacturing Will Expand Global Markets
Munters Group's valuation outlook remains steady, with both discount rate and future P/E essentially unchanged, resulting in the consensus analyst price target holding firm at SEK167.40. Valuation Changes Summary of Valuation Changes for Munters Group The Consensus Analyst Price Target remained effectively unchanged, at SEK167.40.分析記事 • Aug 30
Estimating The Intrinsic Value Of Munters Group AB (publ) (STO:MTRS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Munters Group fair value estimate is kr151 Munters Group's...分析記事 • Aug 06
We Think Munters Group (STO:MTRS) Is Taking Some Risk With Its Debt
OM:MTRS 1 Year Share Price vs Fair Value Explore Munters Group's Fair Values from the Community and select yours The...分析記事 • Jun 10
Returns At Munters Group (STO:MTRS) Are On The Way Up
If 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 • May 28
With EPS Growth And More, Munters Group (STO:MTRS) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • May 15
Subdued Growth No Barrier To Munters Group AB (publ) (STO:MTRS) With Shares Advancing 38%
Munters Group AB (publ) ( STO:MTRS ) shareholders are no doubt pleased to see that the share price has bounced 38% in...分析記事 • May 08
Munters Group AB (publ)'s (STO:MTRS) CEO Looks Like They Deserve Their Pay Packet
Key Insights Munters Group to hold its Annual General Meeting on 14th of May CEO Klas Forsstrom's total compensation...分析記事 • May 05
Brokers Are Upgrading Their Views On Munters Group AB (publ) (STO:MTRS) With These New Forecasts
Munters Group AB (publ) ( STO:MTRS ) shareholders will have a reason to smile today, with the analysts making...分析記事 • Apr 22
Is Munters Group (STO:MTRS) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 15
Shareholders Can Be Confident That Munters Group's (STO:MTRS) Earnings Are High Quality
Munters Group AB (publ)'s ( STO:MTRS ) earnings announcement last week was disappointing for investors, despite the...分析記事 • Mar 06
A Look At The Intrinsic Value Of Munters Group AB (publ) (STO:MTRS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Munters Group fair value estimate is kr152 Current share price...分析記事 • Feb 21
Returns At Munters Group (STO:MTRS) Are On The Way Up
What are the early trends we should look for to identify a stock that could multiply in value over the long term...
新しいナラティブ • Feb 09
Data Center And FoodTech Segments Will Drive Future Success
Strategic growth in Data Center and FoodTech segments, with a focus on US market expansion and successful integration of Geoclima, signals strong future revenue potential.株主還元
| MTRS | SE Building | SE 市場 | |
|---|---|---|---|
| 7D | -9.4% | -0.9% | -0.8% |
| 1Y | 16.0% | 5.9% | 10.3% |
業界別リターン: MTRS過去 1 年間で5.9 % の収益を上げたSwedish Building業界を上回りました。
リターン対市場: MTRS過去 1 年間で10.3 % の収益を上げたSwedish市場を上回りました。
価格変動
| MTRS volatility | |
|---|---|
| MTRS Average Weekly Movement | 6.6% |
| Building Industry Average Movement | 4.7% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in SE Market | 13.3% |
| 10% least volatile stocks in SE Market | 3.5% |
安定した株価: MTRS 、 Swedish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: MTRSの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1955 | 5,153 | Klas Forsstrom | www.munters.com |
ムンタースグループ（Munters Group AB）は、アメリカ、ヨーロッパ、中東、アフリカ、アジアで気候ソリューションを提供している。同社は3つのセグメントで事業を展開している：AirTech、Data Center Technologies、FoodTech。同社は、空気清浄および吸気システム、大気汚染防止およびVOC除去ソリューション、コントローラーおよびオートメーション、冷却器および加湿器、除湿器、ファン、ヒーター、熱交換器、物質移動装置、ミスト除去装置などの産業用および商業用の除湿・空調制御製品を提供している。また、サービス契約、設置、立ち上げ、試運転、保守・修理、改修・アップグレードを含むライフサイクル・ソリューション、高温空気対空気エネルギー回収ソリューション、データセンターの冷却・湿度制御ソリューションも提供している。さらに、浄化・ガス処理システム、データセンター冷却、畜産、温室用の気候ソリューションも提供している。同社は、自動車、バッテリー、化学・肥料、建設・インフラ、データセンター、防衛・航空宇宙、エレクトロニクス、食品・農業、一般産業、ヘルスケア、アイスリンク・スポーツ、海洋、石油・ガス・製油所、製薬、電力、公共施設・オフィス、パルプ・製紙・印刷、鉄鋼・セメント、倉庫・文書館・博物館、上下水道などの業界にサービスを提供している。ムンタースグループは1955年に設立され、スウェーデンのキスタに本社を置く。
Munters Group AB (publ) 基礎のまとめ
| MTRS 基礎統計学 | |
|---|---|
| 時価総額 | SEK 30.06b |
| 収益（TTM） | SEK 481.00m |
| 売上高(TTM) | SEK 14.58b |
62.5x
PER（株価収益率2.1x
P/SレシオMTRS は割高か？
公正価値と評価分析を参照収益と収入
| MTRS 損益計算書（TTM） | |
|---|---|
| 収益 | SEK 14.58b |
| 売上原価 | SEK 10.14b |
| 売上総利益 | SEK 4.44b |
| その他の費用 | SEK 3.96b |
| 収益 | SEK 481.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 17, 2026
| 一株当たり利益（EPS） | 2.64 |
| グロス・マージン | 30.46% |
| 純利益率 | 3.30% |
| 有利子負債／自己資本比率 | 118.8% |
MTRS の長期的なパフォーマンスは？
過去の実績と比較を見る| Munters Group 配当日 | |
|---|---|
| 配当落ち日 | Nov 04 2026 |
| 配当支払日 | Nov 10 2026 |
| 配当落ちまでの日数 | 129 days |
| 配当支払日までの日数 | 135 days |
MTRS 配当は確実ですか？
MTRS 配当履歴とベンチマークを見る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 | 2026/06/28 03:21 |
| 終値 | 2026/06/26 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Munters Group AB (publ) 8 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。12
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Simon Jonsson | Berenberg |
| Kenneth Toll Johansson | Carnegie Investment Bank AB |