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 Community Fair Values
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Analyst Price Targets
Somnigroup International Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$78.43 |
| 52週高値 | US$98.56 |
| 52週安値 | US$60.39 |
| ベータ | 1.19 |
| 1ヶ月の変化 | 15.32% |
| 3ヶ月変化 | 8.90% |
| 1年変化 | 9.04% |
| 3年間の変化 | 83.50% |
| 5年間の変化 | 92.70% |
| IPOからの変化 | 1,924.00% |
最新ニュース
Seeking Alpha • Jul 05
Somnigroup: How It Plans To Dominate The Mattress Market
Summary Somnigroup earns a Buy rating and $100 price target, driven by its acquisition of Mattress Firm and pending Leggett & Platt deal. SGI is building a soft monopoly, leveraging omnichannel dominance, pricing power, and a robust balance sheet to expand margins by 2027. Q1 results show 12.3% net sales growth, 19.7% adj EBITDA growth, and $186M FCF, reflecting strong operating leverage and acquisition synergies. Key catalysts include the Leggett & Platt integration, Stearns & Foster hybrid launch, and $50M sales uplift from delayed price increases in H2. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 23
SGI: Cost Discipline And Margin Strength Are Expected To Drive Future Upside
Analysts have nudged their average price target on Somnigroup International slightly higher to $99. This reflects recent coverage initiations and revised assumptions for discount rates and long term P/E multiples.ナラティブの更新 • Jun 04
SGI: Cost Synergies And Margin Expansion Are Expected To Drive Upside
Narrative Update on Somnigroup International Somnigroup International's analyst price target has been trimmed from $101.50 to $97.25, as analysts factor in slightly lower revenue growth and profit margin assumptions, along with a modestly higher discount rate and a reduced future P/E multiple. Analyst Commentary Recent Street research on Somnigroup International has focused on recalibrating price targets and reassessing the stock's role in model portfolios.Recent updates
Seeking Alpha • Jul 05
Somnigroup: How It Plans To Dominate The Mattress Market
Summary Somnigroup earns a Buy rating and $100 price target, driven by its acquisition of Mattress Firm and pending Leggett & Platt deal. SGI is building a soft monopoly, leveraging omnichannel dominance, pricing power, and a robust balance sheet to expand margins by 2027. Q1 results show 12.3% net sales growth, 19.7% adj EBITDA growth, and $186M FCF, reflecting strong operating leverage and acquisition synergies. Key catalysts include the Leggett & Platt integration, Stearns & Foster hybrid launch, and $50M sales uplift from delayed price increases in H2. Read the full article on Seeking Alphaナラティブの更新 • Jun 23
SGI: Cost Discipline And Margin Strength Are Expected To Drive Future Upside
Analysts have nudged their average price target on Somnigroup International slightly higher to $99. This reflects recent coverage initiations and revised assumptions for discount rates and long term P/E multiples.ナラティブの更新 • Jun 04
SGI: Cost Synergies And Margin Expansion Are Expected To Drive Upside
Narrative Update on Somnigroup International Somnigroup International's analyst price target has been trimmed from $101.50 to $97.25, as analysts factor in slightly lower revenue growth and profit margin assumptions, along with a modestly higher discount rate and a reduced future P/E multiple. Analyst Commentary Recent Street research on Somnigroup International has focused on recalibrating price targets and reassessing the stock's role in model portfolios.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.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...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.株主還元
| SGI | US Consumer Durables | US 市場 | |
|---|---|---|---|
| 7D | 0.4% | -1.4% | 1.6% |
| 1Y | 9.0% | 9.2% | 18.6% |
業界別リターン: SGI過去 1 年間で9.2 % のリターンをもたらしたUS Consumer Durables業界と一致しました。
リターン対市場: SGIは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| SGI volatility | |
|---|---|
| SGI Average Weekly Movement | 6.9% |
| Consumer Durables Industry Average Movement | 7.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
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 |
|---|---|---|---|
| 1846 | 19,000 | Scott Thompson | somnigroup.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
| SGI 基礎統計学 | |
|---|---|
| 時価総額 | US$16.50b |
| 収益（TTM） | US$521.40m |
| 売上高(TTM) | US$7.67b |
31.6x
PER（株価収益率2.1x
P/SレシオSGI は割高か？
公正価値と評価分析を参照収益と収入
| 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
0.9%
現在の配当利回り25%
配当性向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 | 2026/07/06 09:16 |
| 終値 | 2026/07/02 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 |
| |
| 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
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 Drbul | Barclays |
| Rafe Jadrosich | BofA Global Research |
| Laura Champine | Cantor Fitzgerald & Co. |