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Somnigroup International Inc.NYSE:SGI 株式レポート

時価総額 US$13.8b
株価
US$67.26
US$101.5
33.7% 割安 内在価値ディスカウント
1Y4.8%
7D4.3%
1D
ポートフォリオ価値
表示

Somnigroup International Inc.

NYSE:SGI 株式レポート

時価総額:US$13.8b

Somnigroup International(SGI)株式概要

ソムニグループ・インターナショナルは、その子会社とともに、米国内外で寝具製品の設計、製造、販売、小売を行っている。 詳細

SGI 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4/6
財務の健全性3/6
配当金2/6

SGI Community Fair Values

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Somnigroup International Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Somnigroup International
過去の株価
現在の株価US$67.26
52週高値US$98.56
52週安値US$60.39
ベータ1.25
1ヶ月の変化-17.93%
3ヶ月変化-26.25%
1年変化4.80%
3年間の変化81.78%
5年間の変化70.49%
IPOからの変化1,635.74%

最新ニュース

ナラティブの更新 May 09

SGI: Merger Synergies And Q4 Pullback Are Expected To Support Upside

Analysts have trimmed Somnigroup International's implied fair value slightly to $101.50 from $102.13. This reflects more cautious revenue growth assumptions, a modestly lower discount rate and a slightly lower future P/E multiple, even as profit margin expectations are adjusted upward.
ナラティブの更新 Apr 23

SGI: Merger Synergies And Q4 Pullback Are Expected To Drive Upside

Somnigroup International's analyst fair value estimate has been adjusted slightly lower to $102.13 from $103.38. This reflects recent mixed price target moves and list changes as analysts balance merger synergies with softer industry demand and an uncertain housing outlook.

Recent updates

ナラティブの更新 May 09

SGI: Merger Synergies And Q4 Pullback Are Expected To Support Upside

Analysts have trimmed Somnigroup International's implied fair value slightly to $101.50 from $102.13. This reflects more cautious revenue growth assumptions, a modestly lower discount rate and a slightly lower future P/E multiple, even as profit margin expectations are adjusted upward.
ナラティブの更新 Apr 23

SGI: Merger Synergies And Q4 Pullback Are Expected To Drive Upside

Somnigroup International's analyst fair value estimate has been adjusted slightly lower to $102.13 from $103.38. This reflects recent mixed price target moves and list changes as analysts balance merger synergies with softer industry demand and an uncertain housing outlook.
ナラティブの更新 Apr 09

SGI: Merger Synergies And Q4 Pullback Poised To Drive Future Upside

Somnigroup International's updated analyst price target edges slightly lower to $103.38 from $103.63 as analysts factor in a modestly higher discount rate, along with Street research that highlights mixed list inclusions, generally constructive merger synergies, and varied but mostly supportive target revisions from firms covering the stock. Analyst Commentary Recent Street research on Somnigroup International offers a mix of optimism around merger execution and synergy realization, paired with some caution on demand trends and broader housing exposure.
ナラティブの更新 Mar 26

SGI: Merger Synergies And Q4 Pullback Set Up Future Rebound

Analysts have nudged their average price target on Somnigroup International to $115, reflecting views that merger synergies around Mattress Firm and resilient performance at Tempur Sealy are better captured in current forecasts, despite mixed recent revisions across the Street. Analyst Commentary Recent research on Somnigroup International shows a mix of optimism around merger execution and Tempur Sealy performance, alongside a more cautious read on industry demand and housing exposure.
ナラティブの更新 Mar 11

SGI: Merger Synergies And Q4 Pullback Will Drive Future Upside Potential

Narrative Update: Somnigroup International Our analyst price target update for Somnigroup edges higher to a fair value estimate of $103.63 from $102.38, reflecting analysts' generally supportive view of merger synergies and resilience at Tempur Sealy and Mattress Firm, even as some firms fine tune their targets around recent Q4 results. Analyst Commentary Recent research on Somnigroup highlights a mix of optimism around merger execution and caution around industry demand and housing exposure.
ナラティブの更新 Feb 25

SGI: Merger Synergies And Recent Pullback Will Shape Future Upside Potential

The analyst price target for Somnigroup International has been reset lower to $115 from $122, as analysts factor in softer Q4 industry demand, a slightly higher discount rate, and more moderate revenue growth assumptions, while still recognizing merger benefits and updated P/E and margin inputs in their models. Analyst Commentary Recent Street research on Somnigroup International reflects a mix of optimism around merger benefits and execution, alongside caution around softer Q4 industry trends and broader macro sensitivities.
Seeking Alpha Feb 18

Somnigroup International's Pullback Doesn't Represent An Opportunity (Rating Downgrade)

Summary Somnigroup International (SGI), formerly Tempur Sealy, completed its Mattress Firm merger, creating a dominant player in the bedding sector. Despite operational improvements and synergy targets, SGI shares look expensive on both absolute and relative valuation metrics. Management targets $225M EBITDA improvements by 2028 and adjusted EPS growth from $3.20 (2025E) to $5.15 (2028E). I rate SGI a 'hold'—future profitability improvements are promising, but current valuation limits near-term upside. Read the full article on Seeking Alpha
ナラティブの更新 Feb 10

SGI: Neutral Housing Outlook And Execution Will Shape Balanced Future Prospects

Analysts kept Somnigroup International's fair value estimate broadly unchanged at about US$102.29, making only small tweaks to the discount rate and assumed future P/E. This followed neutral initiation research that highlights an uncertain housing outlook as a key rationale for holding a more cautious stance on the shares.
ナラティブの更新 Jan 25

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Prospects

Analysts have raised their price target on Somnigroup International to $92 from $83, citing recovering mattress demand, ongoing Mattress Firm integration, brand refresh efforts, and steady international expansion as key reasons for the updated view. Analyst Commentary Recent commentary around Somnigroup International highlights a mix of optimism on the setup for the business and caution on the near term trading backdrop, which helps explain the updated US$92 price target.
ナラティブの更新 Jan 09

SGI: Mattress Recovery And Integration Progress Will Support Balanced Future Returns

Narrative Update Analysts have lifted their price target on Somnigroup International to US$92 from US$83, citing expectations that recovering mattress demand, progress on the Mattress Firm integration, stronger brand activity, and steady international growth could support future performance, while still flagging near term caution until industry demand trends are clearer. Analyst Commentary The recent price target lift to US$92 reflects a mixed but generally constructive view on Somnigroup International, with optimism around its core growth drivers tempered by caution about how quickly mattress demand stabilizes.
分析記事 Jan 09

What Does Somnigroup International Inc.'s (NYSE:SGI) Share Price Indicate?

Today we're going to take a look at the well-established Somnigroup International Inc. ( NYSE:SGI ). The company's...
ナラティブの更新 Dec 24

SGI: Mattress Recovery And Integration Benefits Will Drive Shares Higher

Analysts have raised their price target on Somnigroup International to $92.00 from $83.00, citing improving mattress demand, benefits from the Mattress Firm integration, and resilient international growth, even as they remain cautious on the pace of broader industry recovery. Analyst Commentary Recent Street research highlights a balanced view on Somnigroup International, with upside potential tied to execution on strategic initiatives and downside risks linked to the broader industry cycle.
ナラティブの更新 Dec 10

SGI: Mattress Recovery And Integration Synergies Will Drive Outperformance Ahead

Analysts have modestly raised their consolidated price target for Somnigroup International, reflecting a roughly $1 to $2 increase in fair value estimates. They point to recovering mattress demand, benefits from the Mattress Firm integration, and improving international trends, while still flagging near term uncertainty around broader discretionary spending.
分析記事 Dec 05

Investors Still Waiting For A Pull Back In Somnigroup International Inc. (NYSE:SGI)

With a price-to-earnings (or "P/E") ratio of 60.1x Somnigroup International Inc. ( NYSE:SGI ) may be sending very...
ナラティブの更新 Nov 26

SGI: International Momentum And Integration Progress Will Drive Outperformance Ahead

Analysts have increased Somnigroup International's fair value estimate from $97.50 to $101.00, citing improving growth prospects, as well as continued momentum in international markets and integration initiatives. Analyst Commentary Following recent reassessments, analysts presented a mix of optimism and caution regarding Somnigroup International’s near- and medium-term prospects.
分析記事 Nov 14

Weak Statutory Earnings May Not Tell The Whole Story For Somnigroup International (NYSE:SGI)

Despite Somnigroup International Inc.'s ( NYSE:SGI ) recent earnings report having lackluster headline numbers, the...
ナラティブの更新 Nov 11

SGI: Ongoing Integration and Margin Gains Will Drive Balanced Outlook Ahead

Analysts have raised their fair value estimate for Somnigroup International from $88.38 to $97.50. They cite expectations for renewed industry demand, improved profit margins, and positive trends in brand innovation and integration.
ナラティブの更新 Oct 27

Integration Will Drive Global Expansion Despite Discretionary Category Uncertainty

Somnigroup International's analyst price target has been raised from $90 to $97. Analysts cite strong underlying trends and a positive outlook for 2026, while noting potential near-term risks in discretionary spending categories.
ナラティブの更新 Oct 13

Mattress Firm Integration Will Power Global Market Expansion

Analysts have raised their price target for Somnigroup International from $85.78 to $87.44, citing stronger revenue growth projections and an optimistic outlook for 2026 despite lingering risks related to tariffs and discretionary spending. Analyst Commentary Bullish and bearish analysts have weighed in on Somnigroup International's latest outlook, with new insights for investors as year-end approaches.
ナラティブの更新 Sep 16

Mattress Firm Integration Will Power Global Market Expansion

The modest increase in Somnigroup International’s consensus price target is primarily driven by a higher forecasted future P/E multiple, reflecting improved growth or sentiment expectations, resulting in a revised fair value estimate of $85.78. Valuation Changes Summary of Valuation Changes for Somnigroup International The Consensus Analyst Price Target has risen slightly from $83.56 to $85.78.
分析記事 Sep 01

Is Somnigroup International (NYSE:SGI) Using Too Much Debt?

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 Aug 09

Mattress Firm Integration Will Power Global Market Expansion

With both Net Profit Margin and Consensus Revenue Growth forecasts remaining stable, analysts have left their fair value estimate for Somnigroup International unchanged at $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953.36 million through the sale of 15,376,743 common shares at $62 per share with a $0.458 per share discount.
ナラティブの更新 Aug 09

Growing Global Demand Will Expand Sleep And Wellness Markets

Despite a notable downgrade in consensus revenue growth forecasts, Somnigroup International’s price target has been significantly increased, reflecting higher valuation multiples and resulting in a fair value shift from $73.00 to $80.89. What's in the News Somnigroup International completed a follow-on equity offering, raising $953 million by issuing 15,376,743 common shares at $62 per share with a $0.458 discount per share.
分析記事 Aug 09

Somnigroup International Inc. (NYSE:SGI) Not Lagging Market On Growth Or Pricing

Somnigroup International Inc.'s ( NYSE:SGI ) price-to-earnings (or "P/E") ratio of 58.4x might make it look like a...
User avatar
新しいナラティブ Jul 16

Growing Global Demand Will Expand Sleep And Wellness Markets

International expansion, new products, and customization are driving long-term growth opportunities in both revenue and margins for Somnigroup.
Seeking Alpha Nov 21

Tempur Sealy International: Rating Downgrade As Upside Is Limited From Current Share Price

Summary I downgraded Tempur Sealy International from buy to hold due to limited upside potential despite strong fundamentals and a recent share price increase. TPX's 3Q24 results show 2% y/y revenue growth, driven by international sales, and a 7% y/y increase in adj EPS to $0.82. The upcoming Sealy Posturepedic launch and potential consumer spending recovery in 2025 could drive volume growth. Read the full article on Seeking Alpha

株主還元

SGIUS Consumer DurablesUS 市場
7D4.3%3.0%-0.8%
1Y4.8%7.9%27.1%

業界別リターン: SGI過去 1 年間で7.9 % の収益を上げたUS Consumer Durables業界を下回りました。

リターン対市場: SGIは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is SGI's price volatile compared to industry and market?
SGI volatility
SGI Average Weekly Movement7.1%
Consumer Durables Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: SGI 、 US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: SGI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
184619,000Scott Thompsonsomnigroup.com

ソムニグループ・インターナショナルは、その子会社とともに、米国内外で寝具製品の設計、製造、販売、小売を行っている。テンピュール・ペディック、シーリー、スターンズ&フォスター、スリーピーズの各ブランドでマットレス、ファンデーション、アジャスタブルベースのほか、枕やその他のアクセサリーを含むその他の製品を提供している。マットレス・ファーム、ドリームズ、テンピュール・ペディック直営店、SOVAなどの小売ブランドポートフォリオを運営し、シーリー、テンピュール、スターンズ&フォスターの各ブランドや技術、商標を他のメーカーにライセンス供与している。また、シーリー、テンピュール、スターンズ&フォスターのブランドや技術、商標を他のメーカーにライセンス供与している。直営店、オンラインショップ、コールセンター、第三者流通、ホスピタリティ、ヘルスケアなどの第三者小売業者を通じて製品を販売している。旧社名はテンピュール・シーリー・インターナショナル・インクで、2025年2月にソムニグループ・インターナショナル・インクに社名変更した。同社は1846年に設立され、テキサス州ダラスに本社を置いている。

Somnigroup International Inc. 基礎のまとめ

Somnigroup International の収益と売上を時価総額と比較するとどうか。
SGI 基礎統計学
時価総額US$13.82b
収益(TTM)US$521.40m
売上高(TTM)US$7.67b
27.1x
PER(株価収益率
1.8x
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
SGI 損益計算書(TTM)
収益US$7.67b
売上原価US$4.25b
売上総利益US$3.42b
その他の費用US$2.90b
収益US$521.40m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)2.48
グロス・マージン44.62%
純利益率6.80%
有利子負債/自己資本比率140.8%

SGI 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

1.0%
現在の配当利回り
25%
配当性向

SGI 配当は確実ですか?

SGI 配当履歴とベンチマークを見る
SGI 、いつまでに購入すれば配当金を受け取れますか?
Somnigroup International 配当日
配当落ち日May 21 2026
配当支払日Jun 04 2026
配当落ちまでの日数1 day
配当支払日までの日数13 days

SGI 配当は確実ですか?

SGI 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2026/05/21 09:33
終値2026/05/21 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

Somnigroup International Inc. 10 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。20

アナリスト機関
Robert DrbulBarclays
Rafe JadrosichBofA Global Research
Laura ChampineCantor Fitzgerald & Co.