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H & M Hennes & Mauritz AB (publ)OM:HM B 株式レポート

時価総額 SEK 280.3b
株価
n/a
1Y22.3%
7D-2.1%
1D-0.3%
ポートフォリオ価値
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H & M Hennes & Mauritz AB (publ)

OM:HM B 株式レポート

時価総額:SEK 280.3b

H & M Hennes & Mauritz(HM B)株式概要

H & M Hennes & Mauritz AB (publish)は、レディース、メンズ、キッズ向けの衣料品、アクセサリー、フットウェア、化粧品、ホームテキスタイル、ホームウェアを世界中に提供している。 詳細

HM B ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長3/6
過去の実績5/6
財務の健全性5/6
配当金2/6

HM B Community Fair Values

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H & M Hennes & Mauritz AB (publ) 競合他社

価格と性能

株価の高値、安値、推移の概要H & M Hennes & Mauritz
過去の株価
現在の株価SEK 175.10
52週高値SEK 194.30
52週安値SEK 136.85
ベータ1.01
1ヶ月の変化8.15%
3ヶ月変化9.06%
1年変化22.32%
3年間の変化6.21%
5年間の変化0.11%
IPOからの変化6,946.29%

最新ニュース

ナラティブ更新 Jun 27

HM B: Future Returns Will Rely On Margins And Capital Return Discipline

The analyst price target for H & M Hennes & Mauritz has been revised lower to SEK 155 from about SEK 163, as analysts factor in muted sales growth and a softer outlook reflected in a series of recent target cuts and rating downgrades. Analyst Commentary Analysts covering H & M Hennes & Mauritz have been trimming their price targets in stages, with several moves clustered over recent months.
ナラティブ更新 Jun 13

HM B: Lower Margin Outlook And Cautious Rating Will Sustain Downside Risk

Analysts have reduced the price target on H & M Hennes & Mauritz to SEK 114 from SEK 120, citing updated assumptions for growth, margins, and a higher future P/E multiple. Analyst Commentary Recent research shows a cluster of cautious moves on H & M Hennes & Mauritz, with several bearish analysts trimming price targets across different time frames.

Recent updates

ナラティブ更新 Jun 27

HM B: Future Returns Will Rely On Margins And Capital Return Discipline

The analyst price target for H & M Hennes & Mauritz has been revised lower to SEK 155 from about SEK 163, as analysts factor in muted sales growth and a softer outlook reflected in a series of recent target cuts and rating downgrades. Analyst Commentary Analysts covering H & M Hennes & Mauritz have been trimming their price targets in stages, with several moves clustered over recent months.
ナラティブ更新 Jun 13

HM B: Lower Margin Outlook And Cautious Rating Will Sustain Downside Risk

Analysts have reduced the price target on H & M Hennes & Mauritz to SEK 114 from SEK 120, citing updated assumptions for growth, margins, and a higher future P/E multiple. Analyst Commentary Recent research shows a cluster of cautious moves on H & M Hennes & Mauritz, with several bearish analysts trimming price targets across different time frames.
ナラティブ更新 May 30

HM B: Future Margin Discipline May Support Re Rating Despite Lower Street Expectations

H & M Hennes & Mauritz’s analyst price targets have generally shifted lower, with cuts such as SEK 5 at Deutsche Bank, SEK 9 at Citi and larger reductions at JPMorgan and Morgan Stanley, as analysts reassess the stock’s outlook despite relatively stable modeled fair value and profitability assumptions. Analyst Commentary Recent research has generally pointed to a more cautious stance on H & M Hennes & Mauritz, with several price targets adjusted lower and ratings such as Hold and Underweight reiterated.
ナラティブ更新 May 14

HM B: Lower Future P/E Assumptions Will Sustain Downside Risk

Narrative Update The analyst price target for H & M Hennes & Mauritz has been revised from SEK 123 to SEK 120. Analysts cite updated assumptions around revenue growth, profit margins, discount rate and future P/E, along with recent target cuts and downgrades from several firms, as the key reasons for the change.
ナラティブ更新 Apr 21

HM B: Future Margin Discipline And Buybacks May Support Earnings Resilience

Analysts have nudged their price targets on H & M Hennes & Mauritz slightly lower overall. Recent reductions of SEK 3 to SEK 9 from several firms have partially offset earlier increases of SEK 2 to SEK 10.
ナラティブ更新 Apr 06

HM B: Future Margin Discipline And Capital Returns May Support Fair Upside

The analyst fair value estimate for H & M Hennes & Mauritz has been adjusted from SEK 194.0 to SEK 200.0 as analysts factor in updated assumptions on revenue growth, profit margins and discount rate, along with recent Street price target changes and rating revisions. Analyst Commentary Street research on H & M Hennes & Mauritz over recent weeks reflects a mixed backdrop, with several firms adjusting targets and ratings as new information comes through.
分析記事 Apr 06

H & M Hennes & Mauritz's (STO:HM B) Earnings Offer More Than Meets The Eye

H & M Hennes & Mauritz AB (publ)'s ( STO:HM B ) solid earnings announcement recently didn't do much to the stock price...
ナラティブ更新 Mar 23

HM B: Future Returns Will Depend On Execution And Capital Return Discipline

Analysts have inched their fair value estimate for H & M Hennes & Mauritz higher to SEK 163.42 from SEK 162.62, reflecting recent mixed Street research in which some banks raised price targets into the mid SEK 170s, while others shifted to more cautious views in the mid SEK 160s and adjusted assumptions for discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on H & M Hennes & Mauritz points to a mixed setup, with some analysts marking up price targets and others turning more cautious.
ナラティブ更新 Mar 08

HM B: Future Returns Will Hinge On Mixed Execution And Payout Signals

Analysts have increased the fair value estimate for H & M Hennes & Mauritz to SEK 162.62 from SEK 161.86, reflecting updated views on slightly stronger revenue growth and margin assumptions, as well as recent mixed price target changes ranging between SEK 167 and SEK 174. Analyst Commentary Recent Street research around H & M Hennes & Mauritz shows a mix of optimism and caution, with price targets clustered in a relatively tight SEK 167 to SEK 174 range and ratings split between Neutral and Sell.
ナラティブ更新 Feb 22

HM B: Future Margin Execution Will Still Fail To Support Current Pricing

Analysts have nudged their blended fair value estimate for H & M Hennes & Mauritz higher, from about SEK 159 to roughly SEK 162, citing updated assumptions around margins, growth and future P/E multiples, alongside a mix of recent price target cuts and one increase across the Street. Analyst Commentary Recent Street research on H & M Hennes & Mauritz has been mixed, with several firms adjusting ratings and price targets in different directions.
ナラティブ更新 Feb 08

HM B: Elevated Margin Hopes Will Sustain Downside Risk To Future P/E

Analysts have lifted their SEK 113.78 fair value estimate for H & M Hennes & Mauritz to SEK 123.00, reflecting updated assumptions on the discount rate, revenue trends, profit margin, and future P/E, following recent price target moves from several banks. Analyst Commentary Street research on H & M Hennes & Mauritz has been mixed, with some banks lifting price targets while others are trimming them or maintaining cautious ratings.
分析記事 Feb 02

H & M Hennes & Mauritz AB (publ) Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

H & M Hennes & Mauritz AB (publ) ( STO:HM B ) last week reported its latest annual results, which makes it a good time...
ナラティブ更新 Jan 25

HM B: Future Earnings Power Will Still Fail To Support Current Pricing

Analysts have modestly lifted their fair value estimate for H & M Hennes & Mauritz to 159.08 from 150.74, reflecting mixed Street price target moves between SEK 107 and SEK 123, along with updated assumptions on discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Street research on H & M Hennes & Mauritz is mixed, with recent changes in price targets clustered between SEK 107 and SEK 123.
ナラティブ更新 Jan 10

HM B: Elevated Margin Assumptions Will Sustain Downside Risk To Future P/E

Analysts have raised their fair value estimate for H & M Hennes & Mauritz from SEK 102.71 to about SEK 113.78, reflecting updated assumptions on discount rate, revenue trends, profit margin and future P/E. Recent Street research has ranged from a lower SEK 107 target to a higher SEK 123 target.
分析記事 Jan 08

H & M Hennes & Mauritz (STO:HM B) Is Experiencing Growth In Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Dec 26

H & M Hennes & Mauritz (STO:HM B) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 Dec 23

HM B: Future Margin Gains And Cost Discipline May Support Fair Outlook

Analysts have moderately increased their price target on H & M Hennes & Mauritz, lifting their fair value estimate by roughly SEK 30 per share to SEK 194, as they factor in slightly stronger profit margins despite trimming long term revenue growth expectations and applying a higher future P E multiple. Analyst Commentary Recent Street research on H & M Hennes & Mauritz reflects a mixed but gradually improving sentiment, with moves in price targets suggesting that expectations for earnings quality and balance sheet resilience are stabilizing.
ナラティブ更新 Dec 09

HM B: Future Margin Gains Will Prove Insufficient To Justify Current Pricing

The analyst price target for H & M Hennes & Mauritz has edged up slightly to SEK 150.74 from SEK 150.65, as analysts factor in modest improvements in profit margins that more than offset slightly softer revenue growth expectations. Analyst Commentary Recent Street research shows a mixed stance on H & M Hennes & Mauritz, with some upward price target revisions offset by renewed caution from more skeptical voices.
ナラティブ更新 Nov 24

HM B: Incremental Price Increases Will Fail To Offset Margin Pressure

H & M Hennes & Mauritz’s analyst price target has been raised slightly, with recent upward moves from SEK 120 to SEK 123, SEK 113 to SEK 115, and SEK 125 to SEK 130. Analysts cite gradual improvements in key financial metrics and outlook.
ナラティブ更新 Nov 07

HM B: Margin Pressure Will Likely Hinder Durable Share Price Recovery

Narrative Update: H & M Hennes & Mauritz Analyst Price Target Analysts have modestly increased their price targets for H & M Hennes & Mauritz. New valuations raise the fair value estimate by approximately SEK 2 to SEK 149.78, reflecting updated profit margin forecasts and adjustments in discount rates.
ナラティブ更新 Oct 24

Discount Rates And New Store Formats Will Support Long-Term Performance

H & M Hennes & Mauritz's analyst price target has seen a modest increase to SEK 147.57 from SEK 147.15, as analysts cite improving revenue growth outlook and slightly lower discount rates, both of which support this upward revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight a series of modest price target increases, signaling renewed optimism for H & M Hennes & Mauritz's valuation prospects.
分析記事 Oct 18

H & M Hennes & Mauritz (STO:HM B) Has Announced A Dividend Of SEK3.40

The board of H & M Hennes & Mauritz AB (publ) ( STO:HM B ) has announced that it will pay a dividend of SEK3.40 per...
ナラティブ更新 Oct 10

Upgraded Stores And Sellpy Expansion Will Fuel Future Success

Analysts have raised their price targets for H & M Hennes & Mauritz, with estimates increasing from SEK 113 to SEK 115 and from SEK 125 to SEK 130. They cite improvements in expected revenue growth and profit margins.
分析記事 Oct 05

Why H & M Hennes & Mauritz's (STO:HM B) Earnings Are Better Than They Seem

H & M Hennes & Mauritz AB (publ) ( STO:HM B ) announced a healthy earnings result recently, and the market rewarded it...
分析記事 Oct 02

H & M Hennes & Mauritz (STO:HM B) Has Announced A Dividend Of SEK3.40

H & M Hennes & Mauritz AB (publ) ( STO:HM B ) will pay a dividend of SEK3.40 on the 12th of November. The payment will...
分析記事 Sep 29

Results: H & M Hennes & Mauritz AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders of H & M Hennes & Mauritz AB (publ) ( STO:HM B ) will be pleased this week, given that the stock price is...
ナラティブ更新 Sep 26

Upgraded Stores And Sellpy Expansion Will Fuel Future Success

Despite a slight decline in consensus revenue growth forecasts, improved net profit margins have driven a moderate increase in the consensus analyst price target for H & M Hennes & Mauritz from SEK132.96 to SEK136.83. What's in the News H&M collaborated with Arvind Limited and Deven Supercriticals to inaugurate India's first supercritical CO₂ dyeing machine, significantly reducing water, energy, and chemical use in textile dyeing, supporting sustainability and textile innovation.
分析記事 Sep 25

Subdued Growth No Barrier To H & M Hennes & Mauritz AB (publ)'s (STO:HM B) Price

H & M Hennes & Mauritz AB (publ)'s ( STO:HM B ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a...
ナラティブ更新 Sep 04

Upgraded Stores And Sellpy Expansion Will Fuel Future Success

The consensus target for H&M remains steady at SEK132.96, as analysts weigh modest sales growth and cost improvements against ongoing margin pressures, sector competition, and valuation concerns. Analyst Commentary Mixed outlook due to recent quarterly results reflecting continued sales growth but margin pressures.
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新しいナラティブ Nov 07

Revamping Digital Experience And Critical Store Placements Propel Brand Growth Forward

Investment in shopping experience, enhancing digital presence, and high-profile marketing boosts brand perception, aiming to drive revenue and market share growth.

株主還元

HM BSE Specialty RetailSE 市場
7D-2.1%-1.6%-1.1%
1Y22.3%19.5%12.6%

業界別リターン: HM B過去 1 年間で19.5 % の収益を上げたSwedish Specialty Retail業界を上回りました。

リターン対市場: HM B過去 1 年間で12.6 % の収益を上げたSwedish市場を上回りました。

価格変動

Is HM B's price volatile compared to industry and market?
HM B volatility
HM B Average Weekly Movement3.2%
Specialty Retail Industry Average Movement5.4%
Market Average Movement5.7%
10% most volatile stocks in SE Market11.3%
10% least volatile stocks in SE Market3.1%

安定した株価: HM B 、 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: HM Bの 週次ボラティリティ ( 3% ) 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
194397,848Daniel Erverhmgroup.com

H & M Hennes & Mauritz AB (publitz)は、世界中の女性、男性、子供向けに衣料品、アクセサリー、靴、化粧品、ホームテキスタイル、ホームウェアを提供している。スポーツウェア、シューズ、バッグ、アクセサリー、プレタポルテ、アクティブウェア、ジーンズ、ベッドリネン、食器、テキスタイル、家具、照明などのインテリア製品、メイクアップやフレグランスコレクションなどのビューティ製品を提供している。H&M、H&M HOME、H&M Move、H&M Beauty、COS、Cheap Monday、Weekday、Monki、& Other Stories、ARKET、Singular Societyのブランド名で商品を提供している。さらに、中古ファッションやその他の商品を扱う広範なデジタル・プラットフォームであるSellpy(セルピー)、商品デザインと生産のためのグローバル・プラットフォームであるCreator Studio(クリエイター・スタジオ)を運営している。さらに、季節限定のベジタリアンカフェやコーヒーショップも運営している。同社はオンラインと実店舗を通じて商品を提供している。H & M Hennes & Mauritz AB(publ)は1943年に設立され、スウェーデンのストックホルムに本社を置く。

H & M Hennes & Mauritz AB (publ) 基礎のまとめ

H & M Hennes & Mauritz の収益と売上を時価総額と比較するとどうか。
HM B 基礎統計学
時価総額SEK 280.32b
収益(TTM)SEK 12.30b
売上高(TTM)SEK 220.67b
22.7x
PER(株価収益率
1.3x
P/Sレシオ

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
HM B 損益計算書(TTM)
収益SEK 220.67b
売上原価SEK 101.25b
売上総利益SEK 119.42b
その他の費用SEK 107.12b
収益SEK 12.30b

直近の収益報告

May 31, 2026

次回決算日

Sep 24, 2026

一株当たり利益(EPS)7.71
グロス・マージン54.12%
純利益率5.57%
有利子負債/自己資本比率60.2%

HM B 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

4.1%
現在の配当利回り
92%
配当性向

HM B 配当は確実ですか?

HM B 配当履歴とベンチマークを見る
HM B 、いつまでに購入すれば配当金を受け取れますか?
H & M Hennes & Mauritz 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81 days
配当支払日までの日数87 days

HM B 配当は確実ですか?

HM B 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2026/08/14 21:27
終値2026/08/14 00:00
収益2026/05/31
年間収益2025/11/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

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

H & M Hennes & Mauritz AB (publ) 25 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。53

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