Strabag SE

WBAG:STR 주식 리포트

시가총액: €10.3b

Strabag 향후 성장

Future 기준 점검 1/6

Strabag 의 수익은 연간 0.7% 감소할 것으로 예상되는 반면, 연간 수익은 5.5% 로 증가할 것으로 예상됩니다. EPS는 연간 0.7% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.7% 로 예상됩니다.

핵심 정보

-0.7%

이익 성장률

-0.69%

EPS 성장률

Construction 이익 성장10.9%
매출 성장률5.5%
향후 자기자본이익률12.72%
애널리스트 커버리지

Low

마지막 업데이트22 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 25

STR: International Expansion And Stable Margins Will Drive Future Upside

Strabag's analyst price target is now held at €106.25. Analysts cite largely unchanged fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support maintaining their view.
내러티브 업데이트 • Jun 06

STR: Backlog Strength And New Contract Wins Will Drive Future Upside

Analysts have inched their price target for Strabag slightly higher to about €106.25 from roughly €105.95, citing small adjustments to discount rate assumptions, revenue growth expectations of around 5.84% and profit margin forecasts near 3.97%, along with a future P/E estimate close to 17.44x. What's in the News Q1 2026 output rose 4% and the order backlog was up 18% year on year, supported by infrastructure demand in Germany, Central and Eastern Europe, and contract wins in Chile and Central Europe.
내러티브 업데이트 • May 13

STR: Higher Margin Outlook And New Contracts Will Support Future Upside

Analysts have nudged their fair value estimate for Strabag up by €1 to €105.95, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, along with a recent shift in rating to Accumulate with a €108.90 price target. Analyst Commentary Recent research reflects a more balanced stance on Strabag, with the stock now rated Accumulate and a €108.90 price target.
분석 기사 • May 05

Strabag's (VIE:STR) Promising Earnings May Rest On Soft Foundations

Strabag SE's ( VIE:STR ) stock was strong after they recently reported robust earnings. However, we think that...
내러티브 업데이트 • Apr 23

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have adjusted their stance on Strabag, lowering the rating to Accumulate and setting a new price target of €108.90, which results in a slightly revised valuation narrative in this update. Analyst Commentary Analysts see the revised €108.90 price target and the move to an Accumulate rating as a sign that Strabag still offers potential, but with a more balanced risk and reward profile than before.
내러티브 업데이트 • Apr 03

STR: Raised Margin Guidance And Major Projects Will Support Future Upside

Analysts have updated their stance on Strabag, resulting in a lower analyst rating and a refreshed price target of €108.90 that reflects a slightly higher discount rate and updated assumptions for revenue growth, profit margin and future P/E. Analyst Commentary The latest rating change to Accumulate, alongside a price target of €108.90, indicates that analysts still see upside potential, but with a more measured view on execution and valuation risk.
내러티브 업데이트 • Mar 19

STR: Raised Margin Guidance And Major Projects Will Support Future Re Rating

Analysts have adjusted their stance on Strabag, with a revised price target of €108.90 that reflects slightly updated assumptions for the discount rate and future P/E, while keeping fair value estimates broadly unchanged. Analyst Commentary Analysts have shifted to a more neutral stance on Strabag, moving to an Accumulate view while setting a price target of €108.90.
내러티브 업데이트 • Mar 05

STR: Raised Margin Guidance And Order Wins Will Support Future Re Rating

Narrative Update on Strabag The analyst fair value estimate for Strabag has shifted from €98.15 to €104.95. Analysts point to updated assumptions around revenue growth, profit margins and future P/E, alongside a recent downgrade to Accumulate with a €108.90 price target, to explain the change.
내러티브 업데이트 • Feb 17

STR: Raised Margin Guidance And Order Wins Will Support Measured Upside

Analysts have lifted their price target on Strabag from €91.15 to €98.15, citing updated assumptions for revenue growth, profit margins and future P/E, as well as a refreshed discount rate in their valuation work. What's in the News Strabag issued new guidance for fiscal 2026, targeting an EBIT margin in a range between 5% and 5.5% (corporate guidance).
내러티브 업데이트 • Feb 03

STR: Pullback And Raised Margin Guidance Will Shape Measured Upside Expectations

Analysts have kept their fair value estimate for Strabag broadly unchanged at €91.15, noting the recent upgrade to Buy with a €95.30 target and the view that the latest pullback offers a more attractive entry point. Analyst Commentary Analysts see the recent call to Buy as a valuation reset rather than a shift in the underlying thesis, framing the current share price against a fair value estimate of €91.15 and a target of €95.30.
내러티브 업데이트 • Jan 20

STR: Recent Pullback And New €95.30 Reference Will Support Shares

Analysts now see Strabag's fair value at €91.15 with a refreshed P/E assumption of 18.14x, in line with recent Street research that set a €95.30 price target and described the recent pullback as an entry opportunity. Analyst Commentary Recent research points to a reassessment of Strabag's valuation, with the refreshed P/E assumption of 18.14x and the €95.30 fair value view giving investors a clearer anchor for expectations.
분석 기사 • Jan 12

Here's Why We Think Strabag (VIE:STR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 • Jan 05

STR: Recent Pullback And 2025 Margin Aims Will Drive Shares Higher

Analysts have raised their price target on Strabag to €95.30 from €91.15, citing the recent share pullback and updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the basis for the change. Analyst Commentary Analysts raising the target to €95.30 are reacting mainly to the recent share pullback and refreshed assumptions around discount rate, revenue growth, profit margin and future P/E.
분석 기사 • Dec 16

Strabag SE's (VIE:STR) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 11.2x Strabag SE ( VIE:STR ) may be sending bullish signals at the moment...
내러티브 업데이트 • Dec 14

STR: Recent Pullback And Improved Margins Will Drive Shares Higher

Analysts have modestly raised their price target on Strabag to EUR 95.30 from EUR 91.15, citing an attractive entry point after the recent share price pullback, while core assumptions on growth, margins and valuation multiples remain largely unchanged. Analyst Commentary Analyst updates reflect a broadly constructive stance on Strabag, but with some caution around execution and market conditions.
내러티브 업데이트 • Nov 28

STR: Improved Margins And Index Inclusion Will Drive Shares Higher

Strabag's analyst price target has been increased to €95.30. Analysts cite an improved profit margin outlook and recommend taking advantage of the recent share price pullback.
내러티브 업데이트 • Nov 14

STR: Future Upgrades And Index Inclusion Will Drive Bullish Sentiment

Narrative Update on Strabag Analyst Price Target Analysts have raised their price target for Strabag from €89.30 to €91.15. This change is attributed to improved revenue growth forecasts and a recent upgrade following the company's share price pullback.
분석 기사 • Nov 02

These 4 Measures Indicate That Strabag (VIE:STR) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Oct 11

Return Trends At Strabag (VIE:STR) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Jul 17

Is Now The Time To Put Strabag (VIE:STR) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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새로운 내러티브 • Feb 09

Declining Residential Construction In Europe Will Hurt Future Earnings

Heavy reliance on public sector contracts creates risk of revenue volatility with potential shifts in public spending priorities.

이익 및 매출 성장 예측

WBAG:STR - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202822,2038826381,6242
12/31/202721,3008526101,6312
12/31/202620,3428085541,3042
12/31/202518,7249161,1381,803N/A
9/30/202518,3248719881,660N/A
6/30/202517,9248268391,518N/A
3/31/202517,6778257911,452N/A
12/31/202417,4308237431,387N/A
9/30/202417,4407357051,307N/A
6/30/202417,4506486661,227N/A
3/31/202417,5636399711,522N/A
12/31/202317,6766311,2761,817N/A
9/30/202317,5775681,1351,705N/A
6/30/202317,4785069951,593N/A
3/31/202317,2604895881,203N/A
12/31/202217,042472182813N/A
9/30/202216,533505159745N/A
6/30/202216,024538136677N/A
3/31/202215,665562450949N/A
12/31/202115,3075867641,221N/A
9/30/202115,1385357441,202N/A
6/30/202114,9694847241,184N/A
3/31/202114,8624407761,232N/A
12/31/202014,7563958291,280N/A
9/30/202014,8853788501,355N/A
6/30/202015,0143608711,429N/A
3/31/202015,3453666501,253N/A
12/31/201915,6753724281,076N/A
9/30/201915,879366N/A1,275N/A
6/30/201915,918365N/A616N/A
3/31/201916,386476N/A773N/A
12/31/201815,255354N/A789N/A
9/30/201814,862375N/A1,321N/A
6/30/201814,192331N/A1,398N/A
3/31/201813,672280N/A1,347N/A
12/31/201713,522279N/A1,345N/A
9/30/201712,830255N/A749N/A
6/30/201712,742250N/A687N/A
3/31/201712,491277N/A632N/A
12/31/201612,405278N/A264N/A
9/30/201612,587202N/A779N/A
6/30/201612,697187N/A907N/A
3/31/201612,969156N/A911N/A
12/31/201513,129156N/A1,240N/A
9/30/201513,069172N/A806N/A
6/30/201512,872166N/A696N/A

애널리스트 향후 성장 전망

수입 대 저축률: STR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).

수익 vs 시장: STR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.7%).

고성장 수익: STR 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: STR 의 수익(연간 5.5%)이 Austrian 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: STR 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: STR의 자본 수익률은 3년 후 12.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/28 17:48
종가2026/06/26 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Strabag SE는 8명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Marcin WojtalBofA Global Research
Matthias PfeifenbergerDeutsche Bank
Henning EsskuchenErste Group Bank AG