Sinch AB (publ)

OM:SINCH 株式レポート

時価総額:SEK 28.4b

Sinch 過去の業績

過去 基準チェック /26

Sinchの収益は年間平均-25.7%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22.9% 13.1%割合で 増加しています。 Sinchの自己資本利益率は1.6%であり、純利益率は1.4%です。

主要情報

-25.67%

収益成長率

-25.89%

EPS成長率

Software 業界の成長15.75%
収益成長率13.11%
株主資本利益率1.65%
ネット・マージン1.36%
次回の業績アップデート22 Jul 2026

最近の業績更新

Recent updates

ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...

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

OM:SINCH 収益、費用、利益 ( )SEK Millions
日付収益収益G+A経費研究開発費
31 Mar 2626,9793681,8890
31 Dec 2527,5312171,9780
30 Sep 2528,489-3562,1700
30 Jun 2528,953-6,4412,1920
31 Mar 2529,357-6,3712,1010
31 Dec 2429,093-6,4132,0480
30 Sep 2428,893-5,9441,9430
30 Jun 2429,0201961,9760
31 Mar 2428,997312,0710
31 Dec 2329,128422,0480
30 Sep 2329,235-3292,0010
30 Jun 2329,067-5,1392,0000
31 Mar 2328,568-5,1092,0160
31 Dec 2228,096-4,9432,0410
30 Sep 2225,666-4,2641,9030
30 Jun 2222,4077671,5690
31 Mar 2219,4758541,2080
31 Dec 2116,2759079100
30 Sep 2114,0396702820
30 Jun 2111,8795003300
31 Mar 219,8194904140
31 Dec 208,0934464590
30 Sep 206,6033255380
30 Jun 206,0422974840
31 Mar 205,5973134170
31 Dec 195,0742753110
30 Sep 194,6682833880
30 Jun 194,4312533250
31 Mar 194,2522282920
31 Dec 184,0081802530
30 Sep 183,7621662670
30 Jun 183,5651402470
31 Mar 183,3071102900
31 Dec 173,0761341950
30 Sep 172,792863830
30 Jun 172,604903260
31 Mar 172,155861340
31 Dec 161,80371980
30 Jun 161,08842910
31 Mar 161,02951760
31 Dec 1597148960
30 Sep 1591050760
30 Jun 1584853580

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31st March, 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-25.7%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 ( -11.1% ) 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 ( 1.6% ) 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2026/05/20 14:57
終値2026/05/20 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