Sinch 過去の業績
過去 基準チェック /26
Sinchの収益は年間平均-14.8%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間22.4% 9.7%割合で 増加しています。 Sinchの自己資本利益率は2%であり、純利益率は1.7%です。
主要情報
-14.80%
収益成長率
-14.94%
EPS成長率
| Software 業界の成長 | 15.75% |
| 収益成長率 | 9.66% |
| 株主資本利益率 | 2.00% |
| ネット・マージン | 1.71% |
| 次回の業績アップデート | 05 Nov 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Jul 28
SINCH: Future Returns Will Hinge On AI Delivery And Leadership Transition
Analysts have raised the fair value estimate for Sinch to SEK 41.00 from SEK 38.63, reflecting updated assumptions on growth, margins and future P/E, alongside recent Street research that lifted a key price target to SEK 43 from SEK 34. What’s in the News for Sinch Sinch reported Q2 2026 results with 9% organic revenue growth, led by mid-teens growth in messaging and email APIs in the Americas region.
ナラティブ更新 • Jul 14
SINCH: Lower Profitability Assumptions Will Likely Pressure Future Earnings Multiple
Analysts have lowered their Sinch price target from SEK 21.50 to SEK 20.00, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples in their valuation models. What’s in the News for Sinch Sinch appointed Jonas Dahlberg as acting CEO, effective June 8, 2026, after Laurinda Pang decided to step down.ナラティブ更新 • Jun 30
SINCH: Future Returns Will Rely On AI Execution And Capital Actions
Analysts have modestly lifted their Sinch price target to SEK38.63 from SEK36.86, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News Sinch appointed Jonas Dahlberg as acting CEO from June 8, 2026, after Laurinda Pang decided to step down.分析記事 • Jun 19
Sinch (OM:SINCH) Stock Could Be 10.6% Undervalued After AI Launch And CEO Change
Sinch (OM:SINCH) has drawn fresh attention after launching its AI powered xC Tracker for World Cup press conferences, alongside a leadership change that sees Jonas Dahlberg step in as acting CEO. See our latest analysis for Sinch. The recent AI powered xC Tracker launch and CEO transition come after a mixed period for Sinch, with the share price at SEK32.95, a 1 day share price return that declined 4.47%, a 90 day share price return that gained 49.77%, and a 1 year total shareholder return of...
ナラティブ更新 • Jun 16
SINCH: Leadership Changes And Buybacks Will Support Future Stock Upside
Analysts have maintained their Sinch price target at SEK 50.0, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that leave their overall valuation view unchanged. What's in the News for Sinch Sinch appointed Jonas Dahlberg as acting CEO with immediate effect, replacing Laurinda Pang, who decided to step down and will continue supporting the company until a permanent CEO is appointed, source: company announcement and recent news reports.ナラティブ更新 • Jun 02
SINCH: Future Upside Will Depend On Executing AI Communications Infrastructure
Analysts have lifted their price target on Sinch from SEK32.64 to SEK36.86, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they see as better aligned with the company’s current outlook. What's in the News Sinch has been named a Leader in the 2026 Gartner Magic Quadrant for Communications Platform as a Service for the fourth consecutive year, supported by investments in AI based fraud controls, identity verification tools and more than 600 direct carrier connections worldwide.ナラティブ更新 • May 13
SINCH: Share Repurchases And AI Capabilities Will Support Future Upside
Analysts have raised their fair value estimate for Sinch to SEK 50 from SEK 45, reflecting a mix of more constructive views on revenue growth and profitability, alongside recent Street research that spans a SEK 18 target from Goldman Sachs, a SEK 29 target from SEB Equities, and a Hold stance from Nordea. Analyst Commentary Recent Street research on Sinch presents a split view, with some of the more optimistic voices pointing to potential upside if the company delivers on execution and growth plans.分析記事 • May 11
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...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...収支内訳
収支内訳
Sinch の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 26,773 | 459 | 1,863 | 0 |
| 31 Mar 26 | 26,524 | 368 | 1,889 | 0 |
| 31 Dec 25 | 27,080 | 217 | 1,978 | 0 |
| 30 Sep 25 | 28,053 | -356 | 2,215 | 0 |
| 30 Jun 25 | 28,544 | -6,441 | 2,237 | 0 |
| 31 Mar 25 | 28,969 | -6,371 | 2,101 | 0 |
| 31 Dec 24 | 28,712 | -6,413 | 2,048 | 0 |
| 30 Sep 24 | 28,515 | -5,944 | 1,943 | 0 |
| 30 Jun 24 | 28,630 | 196 | 1,976 | 0 |
| 31 Mar 24 | 28,610 | 31 | 2,071 | 0 |
| 31 Dec 23 | 28,745 | 42 | 2,048 | 0 |
| 30 Sep 23 | 28,574 | -329 | 2,001 | 0 |
| 30 Jun 23 | 28,506 | -5,139 | 2,000 | 0 |
| 31 Mar 23 | 28,099 | -5,109 | 2,016 | 0 |
| 31 Dec 22 | 27,722 | -4,943 | 2,041 | 0 |
| 30 Sep 22 | 25,568 | -4,264 | 1,903 | 0 |
| 30 Jun 22 | 22,309 | 767 | 1,569 | 0 |
| 31 Mar 22 | 19,377 | 854 | 1,208 | 0 |
| 31 Dec 21 | 16,177 | 907 | 910 | 0 |
| 30 Sep 21 | 13,969 | 670 | 282 | 0 |
| 30 Jun 21 | 11,809 | 500 | 330 | 0 |
| 31 Mar 21 | 9,749 | 490 | 414 | 0 |
| 31 Dec 20 | 8,023 | 446 | 459 | 0 |
| 30 Sep 20 | 6,565 | 325 | 538 | 0 |
| 30 Jun 20 | 6,003 | 297 | 484 | 0 |
| 31 Mar 20 | 5,558 | 313 | 417 | 0 |
| 31 Dec 19 | 5,036 | 275 | 311 | 0 |
| 30 Sep 19 | 4,646 | 283 | 388 | 0 |
| 30 Jun 19 | 4,409 | 253 | 325 | 0 |
| 31 Mar 19 | 4,230 | 228 | 292 | 0 |
| 31 Dec 18 | 3,987 | 180 | 253 | 0 |
| 30 Sep 18 | 3,745 | 166 | 267 | 0 |
| 30 Jun 18 | 3,547 | 140 | 398 | 0 |
| 31 Mar 18 | 3,294 | 110 | 290 | 0 |
| 31 Dec 17 | 3,058 | 134 | 195 | 0 |
| 30 Sep 17 | 2,788 | 86 | 383 | 0 |
| 30 Jun 17 | 2,597 | 91 | 174 | 0 |
| 31 Mar 17 | 2,142 | 86 | 134 | 0 |
| 31 Dec 16 | 1,787 | 71 | 98 | 0 |
| 30 Jun 16 | 1,074 | 42 | 91 | 0 |
| 31 Mar 16 | 1,018 | 51 | 76 | 0 |
| 31 Dec 15 | 964 | 48 | 96 | 0 |
| 30 Sep 15 | 906 | 50 | 76 | 0 |
質の高い収益: SINCHにはSEK226.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th June, 2026に影響を及ぼしています。
利益率の向上: SINCH過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: SINCH過去 5 年間で収益を上げており、収益は年間-14.8%増加しています。
成長の加速: SINCHは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: SINCH昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 4.9% ) と比較することは困難です。
株主資本利益率
高いROE: SINCHの 自己資本利益率 ( 2% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/19 08:04 |
| 終値 | 2026/08/19 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 |
| |
| 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
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 null | ABG Sundal Collier |
| Andreas Markou | Berenberg |
| Victor Cheng | BofA Global Research |