DigitalBridge Group, Inc.

NYSE:DBRG 株式レポート

時価総額:US$2.9b

DigitalBridge Group 過去の業績

過去 基準チェック /46

DigitalBridge Groupの収益は年間平均-16.3%の割合で減少していますが、 Capital Markets業界の収益は年間 増加しています。収益は年間6.1% 21.1%割合で 減少しています。

主要情報

-16.33%

収益成長率

-23.87%

EPS成長率

Capital Markets 業界の成長10.26%
収益成長率-21.08%
株主資本利益率-0.19%
ネット・マージン77.15%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Apr 26

DBRG: Hold And Underperform Views Will Shape Balanced Future Risk Profile

Analysts now hold their average price target for DigitalBridge Group at $16.00, with recent changes in coverage and a downgrade helping to explain only a minimal adjustment to model inputs such as the discount rate and future P/E assumptions. Analyst Commentary Recent research updates, including a fresh Hold rating and a downgrade from a more positive stance, suggest that analysts see DigitalBridge Group as fairly valued for now, with a balanced mix of opportunity and execution risk.
ナラティブの更新 Apr 10

DBRG: Hold And Underperform Signals Will Shape Steady Risk Reward Outlook

Analysts kept their average price target for DigitalBridge Group steady at $16.00. Recent research, including a Hold initiation and a downgrade to Underperform, points to more balanced expectations around the company’s risk and return profile.
ナラティブの更新 Mar 26

DBRG: SoftBank Takeover Agreement And Underperform Call Will Shape Fairly Balanced Outlook

Analysts have kept their $16.00 price target for DigitalBridge Group unchanged, reflecting broadly stable assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Underperform. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged US$16.00 target as support that current assumptions on fair value remain intact even after the downgrade, which can help anchor expectations for near term valuation.
ナラティブの更新 Mar 10

DBRG: SoftBank Agreement And Underperform Downgrade Will Shape Balanced Outlook

Analysts have reduced their price target on DigitalBridge Group to $16.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple after recent research that included a downgrade to Underperform. Analyst Commentary Bullish Takeaways Bullish analysts still see appeal in DigitalBridge Group as a specialized way to get exposure to digital infrastructure, which they view as an area with ongoing structural demand that can support long term capital deployment.
ナラティブの更新 Feb 24

DBRG: SoftBank Deal And Korean AI Plans Will Shape Balanced Outlook

Analysts have slightly reduced their fair value P/E assumption for DigitalBridge Group. This has led to a modest reset of price targets to around $16.00, reflecting more cautious expectations following the recent downgrade to Underperform.
Seeking Alpha Feb 17

DigitalBridge: The Unclear Future Of The Preferreds After The SoftBank Acquisition

Summary DigitalBridge is being acquired by SoftBank for $16 per share, a 150% premium to its 52-week low but below its 5-year range. SoftBank gains a digital infrastructure asset manager with $40.7 billion in fee-earning equity under management, capitalizing on AI-driven data center demand. Key uncertainty remains regarding the treatment of DBRG's preferred shares, as the acquisition has bypassed the change of control clause. Read the full article on Seeking Alpha
ナラティブの更新 Feb 10

DBRG: SoftBank Bid And Korean AI Expansion Will Shape Cautious Outlook

Analysts have maintained their fair value estimate for DigitalBridge Group at US$16.00 while fine-tuning inputs such as the discount rate, revenue growth, profit margin and future P/E. This reflects a more cautious stance following a recent downgrade to Underperform.
ナラティブの更新 Jan 26

DBRG: SoftBank Deal And Korean AI Buildout Will Guide Balanced Outlook

Analysts have maintained their price target for DigitalBridge Group at US$16.00, citing only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E that did not materially change their overall valuation view. What's in the News SoftBank Group is in advanced discussions to acquire DigitalBridge, with a potential agreement flagged as soon as Monday according to Bloomberg, and terms were not disclosed (Bloomberg).
ナラティブの更新 Jan 11

DBRG: SoftBank Takeover And Korean AI Data Centers Will Shape Prospects

Analysts have adjusted their price target on DigitalBridge Group from about US$17.28 to US$16.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News SoftBank Group is in advanced discussions to acquire DigitalBridge, with a potential agreement flagged as soon as Monday, according to Bloomberg, although transaction terms have not been disclosed yet (Bloomberg).
分析記事 Dec 29

After Leaping 43% DigitalBridge Group, Inc. (NYSE:DBRG) Shares Are Not Flying Under The Radar

DigitalBridge Group, Inc. ( NYSE:DBRG ) shareholders would be excited to see that the share price has had a great...
ナラティブの更新 Dec 21

DBRG: Fair Outlook Will Balance AI Infrastructure Upside With Takeover Uncertainty

Analysts have raised their price target on DigitalBridge Group from 10.76 dollars to 13.50 dollars, citing sharply improved revenue growth expectations, a modestly higher projected profit margin, and a slightly lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News SoftBank Group is reportedly in advanced talks to acquire DigitalBridge Group, aiming to leverage its AI-linked infrastructure portfolio, with a potential deal targeted by year end.
ナラティブの更新 Dec 07

DBRG: Korean AI Data Center Expansion Will Drive Stronger Future Prospects

Analysts have raised their price target on DigitalBridge Group by about 5 percent to approximately 17.28 dollars per share, citing meaningfully stronger expected revenue growth and improved profit margins, partially offset by a slightly higher discount rate and a modestly lower future price to earnings multiple. What's in the News DigitalBridge signed a Memorandum of Understanding with KT Corporation to co develop next generation AI data centers in Korea, including potential gigawatt scale, multi billion dollar AI factory type facilities, marking its first collaboration with a major Korean telecom operator (Key Developments).
分析記事 Nov 14

What You Can Learn From DigitalBridge Group, Inc.'s (NYSE:DBRG) P/S After Its 28% Share Price Crash

DigitalBridge Group, Inc. ( NYSE:DBRG ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 May 05

DigitalBridge Group, Inc.'s (NYSE:DBRG) 30% Price Boost Is Out Of Tune With Revenues

Those holding DigitalBridge Group, Inc. ( NYSE:DBRG ) shares would be relieved that the share price has rebounded 30...
分析記事 Feb 24

Unpleasant Surprises Could Be In Store For DigitalBridge Group, Inc.'s (NYSE:DBRG) Shares

With a median price-to-sales (or "P/S") ratio of close to 3.1x in the Capital Markets industry in the United States...
Seeking Alpha Jan 15

Avoid DigitalBridge's 7.4% Yielding Preferreds, There Are Better Choices

Summary DigitalBridge Group, Inc., formerly Colony Capital, is an asset manager with an AI bent. The company is benefiting from the AI chase and investors see the preferred shares as a great yield play. We go over why you have far better choices. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

DigitalBridge Group: A Mixed Bag

Summary DigitalBridge Group is an asset management firm focused on digital infrastructure, transitioning from a REIT in 2021 to capitalize on tech growth. Despite attractive data center opportunities, EPS growth is hindered by capital-intensive investments and significant carried interest going to senior management. With $88B in AUM and consistent fundraising, DBRG shows potential, but the current valuation suggests only modest long-term returns. I rate DBRG a Hold, awaiting more clarity from Q4's earnings call to reassess growth prospects and potential upside. Read the full article on Seeking Alpha
分析記事 Nov 10

DigitalBridge Group, Inc.'s (NYSE:DBRG) Low P/E No Reason For Excitement

DigitalBridge Group, Inc.'s ( NYSE:DBRG ) price-to-earnings (or "P/E") ratio of 12.2x might make it look like a buy...
Seeking Alpha Sep 22

DigitalBridge: Data Center Asset Manager, I'm Buying

Summary DigitalBridge grew its fee-earning equity under management to $32.7 billion as of the end of its fiscal 2024 second quarter. The asset manager is targeting capital formation of $7 billion for 2024 as second quarter fee revenue was up 20%. Fed rate cuts should spark higher investor activity, with progress on the capital formation target set to form a near-term catalyst for the commons. Read the full article on Seeking Alpha
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新しいナラティブ Sep 10

AI Infrastructure Expansion Fuels Growth Amid Market Risks And Analysts' Concerns

DigitalBridge's focus on AI infrastructure for data centers positions it for revenue growth and improved net margins through high demand for AI-powered capacities.
Seeking Alpha Aug 29

DigitalBridge: Rapid Expansion But Wait For Progress On Costs (Rating Downgrade)

Summary DigitalBridge's share price has slid by more than 25% despite its revenues increasing rapidly over the last year. The reason appears to be connected to profitability as expenses have varied widely, raising doubts as to what will happen when the company scales further. On the other hand, it has rapidly advanced equity assets for which it earns fees (FEEUM) to $32.7 billion while accelerating capital formation to develop more data centers together with the power needed. Also, the high expectations for earnings growth seem to be unjustified meaning that the stock could suffer from volatility. I consider it to be a Hold until it makes progress on sustainably increasing profit margins. Read the full article on Seeking Alpha

収支内訳

DigitalBridge Group 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

NYSE:DBRG 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26121931240
31 Dec 2594861180
30 Sep 25115201190
30 Jun 2518721710
31 Mar 25581634120
31 Dec 24607314410
30 Sep 248851775780
30 Jun 241,0705186600
31 Mar 248665195180
31 Dec 238214464800
30 Sep 231126153360
30 Jun 232703053780
31 Mar 234871944000
31 Dec 226901284740
30 Sep 221,306-1855250
30 Jun 221,246-1624630
31 Mar 221,175-1704190
31 Dec 213783973030
30 Sep 211,0523244020
30 Jun 218583843370
31 Mar 215547093050
31 Dec 204024472700
30 Sep 20644-1,0372900
30 Jun 20846-1,7293590
31 Mar 20772-2,4413710
31 Dec 1942-1,5561620
30 Sep 191,445-1,5493650
30 Jun 191,680-1,0493230
31 Mar 192,340-7213480
31 Dec 181,198-5583650
30 Sep 182,583-6353560
30 Jun 182,778-5553680
31 Mar 182,758-4183600
31 Dec 172,605-3983670
30 Sep 172,315-43240
30 Jun 171,745212750
31 Mar 171,373272290
31 Dec 16865651870
30 Sep 168951011860
30 Jun 169281151820
31 Mar 169231201860
31 Dec 158311061440
30 Sep 156821051020
30 Jun 15498100630

質の高い収益: DBRGには$35.0M } という大きな 一回限りの 利益があり、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: DBRGの現在の純利益率 (77.2%)は、昨年(10.8%)よりも高くなっています。


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: DBRG過去 5 年間で収益を上げており、収益は年間-16.3%増加しています。

成長の加速: DBRGの過去 1 年間の収益成長率 ( 48.8% ) は、5 年間の平均 ( 年間-16.3%を上回っています。

収益対業界: DBRGの過去 1 年間の収益成長率 ( 48.8% ) はCapital Markets業界37.2%を上回りました。


株主資本利益率

高いROE: DBRGの 自己資本利益率 ( -0.2% ) 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2026/05/22 01:16
終値2026/05/22 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。

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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

DigitalBridge Group, Inc. 7 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。14

アナリスト機関
Timothy D'AgostinoB. Riley Securities, Inc.
Gregory MillerCitizens JMP Securities, LLC
Eric BeardsleyGoldman Sachs