Sinch AB (publ)

OM:SINCH 株式レポート

時価総額：SEK 28.5b

Sinch 将来の成長

Future 基準チェック /46

Sinch利益と収益がそれぞれ年間35%と3.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.3% 37.7%なると予測されています。

主要情報

35.0%

収益成長率

37.66%

EPS成長率

Software 収益成長32.6%
収益成長率3.3%
将来の株主資本利益率6.33%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

分析記事 • 9h

Sinch AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Sinch AB (publ) ( STO:SINCH ) just released its latest quarterly results and things are looking bullish. It was overall...

Recent updates

分析記事 • 9h

Sinch AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Sinch AB (publ) ( STO:SINCH ) just released its latest quarterly results and things are looking bullish. It was overall...
ナラティブ更新 • Apr 09

SINCH: Future Upside Will Depend On Executing AI Agent Rollout

Sinch's updated analyst price target increases slightly to SEK 32.64 from SEK 32.21, as analysts balance mixed rating changes and price targets with adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent research shows a split in how analysts view Sinch, with some highlighting upside potential and others focusing on execution risks and rating downgrades.
ナラティブ更新 • Mar 26

SINCH: Future Upside Will Hinge On AI Agent Execution

Sinch’s analyst price target range is now SEK 18 to SEK 29, reflecting a mix of lower targets such as Goldman Sachs at SEK 18 and higher ones like SEK 29, as analysts reassess the stock based on updated ratings and sector views. Analyst Commentary Recent Street research on Sinch shows a split view, with some analysts turning more constructive while others stay cautious or move to more neutral stances.
ナラティブ更新 • Mar 09

SINCH: Future Repricing Will Depend On Execution Of AI Agent Rollout

Sinch's updated fair value estimate has moved lower to SEK 32.21 from SEK 35.94. This reflects a reduced blended analyst price target as several firms trimmed or moderated their views on the stock, while one raised its target to SEK 29.
ナラティブ更新 • Feb 08

SINCH: Future Repricing Hinges On Execution And Profitability Delivery

Analysts have nudged their price expectations for Sinch higher, with the fair value estimate moving from SEK 35.57 to about SEK 35.94. They cite recent sector-wide rating adjustments and updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
ナラティブ更新 • Jan 24

SINCH: Share Buybacks And Sector Reappraisal Will Support Future Upside

The updated analyst price target for Sinch edges down from SEK 46.00 to SEK 45.00. Analysts cite a slightly higher discount rate, modest adjustments to long term growth and margin assumptions, and a recent sector rating shift that included a downgrade to Underweight as key factors behind the change.
分析記事 • Jan 17

Does Sinch (STO:SINCH) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブ更新 • Jan 10

SINCH: Share Buybacks Will Support Future Upside Despite Cautious Margin Outlook

Analysts have kept their fair value estimate for Sinch steady at SEK 46.00. The unchanged target reflects a balance between a slightly lower discount rate and more cautious assumptions on revenue growth, profit margins and future P/E multiples.
分析記事 • Dec 27

Improved Revenues Required Before Sinch AB (publ) (STO:SINCH) Shares Find Their Feet

Sinch AB (publ)'s ( STO:SINCH ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now...
ナラティブ更新 • Dec 26

SINCH: Share Buybacks And Margin Expansion Will Drive Stronger Future Upside

Analysts have modestly trimmed their price target on Sinch, reflecting a slight recalibration of discount rate assumptions and future earnings multiples. At the same time, long term revenue growth and profit margin forecasts have edged higher, leaving the updated fair value estimate essentially unchanged at SEK 46.00.
ナラティブ更新 • Dec 12

SINCH: Share Buybacks Will Support Stronger Future Earnings Per Share

Analysts have modestly raised their price target for Sinch from $44.00 to $46.00, citing a slightly higher long term valuation multiple, despite marginally softer assumptions for revenue growth and profit margins. What's in the News Completed share buyback of 15,279,642 shares, equal to 1.81% of outstanding capital, for a total consideration of SEK 519 million under the program announced on August 12, 2025 (company disclosure) The buyback window ran from July 24, 2025 to September 30, 2025, signaling continued capital return to shareholders and management confidence in the equity valuation (company disclosure) The finalization of the SEK 519 million repurchase provides incremental support to earnings per share metrics through a lower share count in future reporting periods (company disclosure) Valuation Changes Fair Value: risen slightly from SEK 44.0 to SEK 46.0, reflecting a modestly higher long term valuation.
ナラティブ更新 • Nov 27

SINCH: Share Repurchase Will Return Value to Shareholders in 2025

Analysts have raised their price target for Sinch, increasing it from $35.57 to $35.57. They cite improved revenue growth projections, higher expected profit margins, and a lower anticipated future price-to-earnings ratio, despite a slight uptick in discount rate assumptions.
ナラティブ更新 • Nov 06

SINCH: Share Repurchase Program Will Drive Larger US Customer Engagement Reach

Analysts have slightly increased their price target for Sinch, raising it by $0.14 to $35.57. This change reflects marginal improvements in profit margin, along with a modest reduction in the discount rate.
ナラティブ更新 • Oct 22

Analysts Slightly Raise Sinch Price Target as Company Launches RCS and Expands Buyback Program

Analysts have marginally increased their price target for Sinch from $35.29 to $35.43. They cite slight improvements in fair value and a modestly reduced discount rate as reasons supporting the updated assessment.
分析記事 • Oct 10

Sinch (STO:SINCH) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブ更新 • Oct 08

AI And Messaging Integration Will Unlock Digital Opportunities

Narrative Update on Sinch: Analyst Price Target Adjustment Analysts have raised their price target for Sinch, increasing it by $0.66 to $35.29. Modest shifts in profit expectations and discount rates indicate a slightly improved outlook for the company.
分析記事 • Aug 12

Are Investors Undervaluing Sinch AB (publ) (STO:SINCH) By 42%?

OM:SINCH 1 Year Share Price vs Fair Value Explore Sinch's Fair Values from the Community and select yours Key Insights...
分析記事 • Jul 25

Sinch AB (publ) Just Missed EPS By 55%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Sinch AB (publ) ( STO:SINCH ) shareholders, with its shares surging 17% to kr34.50 in...
分析記事 • Jul 24

Sinch AB (publ) (STO:SINCH) Stock Catapults 46% Though Its Price And Business Still Lag The Industry

Despite an already strong run, Sinch AB (publ) ( STO:SINCH ) shares have been powering on, with a gain of 46% in the...
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新しいナラティブ • Jul 23

AI And Messaging Integration Will Unlock Digital Opportunities

Advanced AI integration and platform innovation enhance customer engagement, drive new revenue streams, and strengthen Sinch's competitive differentiation.
分析記事 • Jul 07

Sinch (STO:SINCH) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 22

Sinch AB (publ)'s (STO:SINCH) Shares Bounce 28% But Its Business Still Trails The Industry

Sinch AB (publ) ( STO:SINCH ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Apr 05

Sinch AB (publ) (STO:SINCH) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough

Sinch AB (publ) ( STO:SINCH ) shares have had a horrible month, losing 26% after a relatively good period beforehand...

業績と収益の成長予測

OM:SINCH - アナリストの将来予測と過去の財務データ ( )SEK Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202829,5561,1412,4953,1585
12/31/202727,9389442,1322,7448
12/31/202626,8227261,9032,5997
3/31/202626,9793681,9282,561N/A
12/31/202527,5312171,4492,103N/A
9/30/202528,489-3561,3962,055N/A
6/30/202528,953-6,4411,4472,097N/A
3/31/202529,357-6,3711,8272,451N/A
12/31/202429,093-6,4132,3552,944N/A
9/30/202428,893-5,9442,1952,766N/A
6/30/202429,0201962,5793,191N/A
3/31/202428,997311,5252,129N/A
12/31/202329,128421,1591,788N/A
9/30/202329,235-3291,3752,034N/A
6/30/202329,067-5,1391,2541,898N/A
3/31/202328,568-5,1091,9122,580N/A
12/31/202228,096-4,9431,8652,508N/A
9/30/202225,666-4,2641,4712,007N/A
6/30/202222,407767386791N/A
3/31/202219,475854-387-118N/A
12/31/202116,275907150329N/A
9/30/202114,039670-348-195N/A
6/30/202111,879500266403N/A
3/31/20219,819490771906N/A
12/31/20208,093446338454N/A
9/30/20206,603325553642N/A
6/30/20206,042297476557N/A
3/31/20205,597313356424N/A
12/31/20195,074275N/A327N/A
9/30/20194,668283N/A284N/A
6/30/20194,431253N/A214N/A
3/31/20194,252228N/A294N/A
12/31/20184,008180N/A305N/A
9/30/20183,762166N/A274N/A
6/30/20183,565140N/A227N/A
3/31/20183,307110N/A94N/A
12/31/20173,076134N/A51N/A
9/30/20172,79286N/A56N/A
6/30/20172,60490N/A115N/A
3/31/20172,15586N/A64N/A
12/31/20161,80371N/A59N/A
6/30/20161,08842N/A40N/A
3/31/20161,02951N/A50N/A
12/31/201597148N/A75N/A
9/30/201591050N/A69N/A
6/30/201584853N/A95N/A

アナリストによる今後の成長予測

収入対貯蓄率: SINCHの予測収益成長率 (年間35% ) は 貯蓄率 ( 2% ) を上回っています。

収益対市場: SINCHの収益 ( 35% ) はSwedish市場 ( 8.8% ) よりも速いペースで成長すると予測されています。

高成長収益: SINCHの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: SINCHの収益 ( 3.3% ) Swedish市場 ( 0.04% ) よりも速いペースで成長すると予測されています。

高い収益成長: SINCHの収益 ( 3.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SINCHの 自己資本利益率 は、3年後には低くなると予測されています ( 6.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 16:39
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

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

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Sinch 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。11

アナリスト機関
null nullABG Sundal Collier
Andreas MarkouBerenberg
Victor ChengBofA Global Research