View Valuation1&1 향후 성장Future 기준 점검 1/61&1 (는) 각각 연간 7.2% 및 2.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 3.6% 로 예상됩니다.핵심 정보7.2%이익 성장률8.24%EPS 성장률Wireless Telecom 이익 성장27.0%매출 성장률2.4%향후 자기자본이익률3.61%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트공시 • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).공시 • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).공시 • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).공시 • Aug 051&1 AG Confirms Earnings Guidance for the Fiscal Year 20221&1 AG confirmed earnings guidance for the fiscal year 2022. For the period, company expects service revenues to increase to ca. €3.2 billion (2021: €3.1 billion).공시 • Dec 121&1 AG Provides Earnings Guidance for the Fiscal Year 20221&1 AG provided earnings guidance for the fiscal year 2022. For the period, the company expects further growth in service revenues to approx. EUR 3.2 billion.공시 • Nov 071&1 Drillisch AG Provides Earnings Guidance for the Full Year 20201&1 Drillisch AG provided earnings guidance for the full year 2020. The company expects sales growth of approximately 3% compared with around 4% previously, due to the more restrained demand from the customer base for new smartphones and tablets resulting from fewer contract changers.모든 업데이트 보기Recent updatesUpcoming Dividend • May 14Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Austrian dividend payers (4.0%). Lower than average of industry peers (3.3%).Declared Dividend • Apr 10Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 5%.공시 • Apr 09+ 1 more update1&1 AG, Annual General Meeting, May 20, 20261&1 AG, Annual General Meeting, May 20, 2026, at 11:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €0.94 (vs €1.21 in FY 2024)Full year 2025 results: EPS: €0.94 (down from €1.21 in FY 2024). Revenue: €4.14b (up 1.8% from FY 2024). Net income: €165.7m (down 22% from FY 2024). Profit margin: 4.0% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.New Risk • Mar 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).공시 • Dec 18+ 3 more updates1&1 AG to Report Fiscal Year 2025 Results on Mar 19, 20261&1 AG announced that they will report fiscal year 2025 results on Mar 19, 2026Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: €0.20 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.20 (down from €0.34 in 3Q 2024). Revenue: €1.01b (flat on 3Q 2024). Net income: €36.1m (down 40% from 3Q 2024). Profit margin: 3.6% (down from 6.0% in 3Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.공시 • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.15 (vs €0.30 in 2Q 2024)Second quarter 2025 results: EPS: €0.15 (down from €0.30 in 2Q 2024). Revenue: €987.9m (flat on 2Q 2024). Net income: €27.4m (down 49% from 2Q 2024). Profit margin: 2.8% (down from 5.4% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.New Risk • Jul 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.6% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin).공시 • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).New Risk • May 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin).Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €18.32, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total loss to shareholders of 3.2% over the past three years.Reported Earnings • May 13First quarter 2025 earnings released: EPS: €0.27 (vs €0.47 in 1Q 2024)First quarter 2025 results: EPS: €0.27 (down from €0.47 in 1Q 2024). Revenue: €1.02b (flat on 1Q 2024). Net income: €47.2m (down 43% from 1Q 2024). Profit margin: 4.6% (down from 8.1% in 1Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공시 • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).Upcoming Dividend • May 08Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 4.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (4.4%).Declared Dividend • Apr 06Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 15th May 2025 Payment date: 19th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 43%.공시 • Apr 04+ 1 more update1&1 AG, Annual General Meeting, May 14, 20251&1 AG, Annual General Meeting, May 14, 2025, at 11:00 W. Europe Standard Time.New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).Reported Earnings • Mar 27Full year 2024 earnings released: EPS: €1.21 (vs €1.79 in FY 2023)Full year 2024 results: EPS: €1.21 (down from €1.79 in FY 2023). Revenue: €4.06b (flat on FY 2023). Net income: €212.8m (down 32% from FY 2023). Profit margin: 5.2% (down from 7.7% in FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.공시 • Jan 03+ 1 more update1&1 AG Announces Chief Financial Officer Changes1&1 AG announced its chief financial officer Markus Huhn has resigned on December 31. The company appointed Sascha D'Avis, current CFO of 1&1 Telecommunication SE and 1&1 Mobilfunk GmbH as its new finance chief. Since 2024, D'Avis has been working with 1&1 in various management roles in the finance division of the group. The company also noted that Huhn, who served the company for more than 30 years, will continue to serve in the position he took up in April 2023 on the Management Board of United Internet AG.공시 • Nov 28+ 3 more updates1&1 AG to Report Q1, 2025 Results on May 12, 20251&1 AG announced that they will report Q1, 2025 results on May 12, 2025Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: €0.34 (vs €0.41 in 3Q 2023)Third quarter 2024 results: EPS: €0.34 (down from €0.41 in 3Q 2023). Revenue: €1.00b (down 3.6% from 3Q 2023). Net income: €59.9m (down 18% from 3Q 2023). Profit margin: 6.0% (down from 7.0% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.30 (vs €0.49 in 2Q 2023)Second quarter 2024 results: EPS: €0.30 (down from €0.49 in 2Q 2023). Revenue: €991.5m (up 2.0% from 2Q 2023). Net income: €53.8m (down 38% from 2Q 2023). Profit margin: 5.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €12.84, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Wireless Telecom industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.89 per share.Buy Or Sell Opportunity • Aug 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €12.84. The fair value is estimated to be €16.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.6%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.Upcoming Dividend • May 10Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (5.8%). Lower than average of industry peers (8.4%).Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.47 (vs €0.53 in 1Q 2023)First quarter 2024 results: EPS: €0.47 (down from €0.53 in 1Q 2023). Revenue: €1.02b (flat on 1Q 2023). Net income: €82.7m (down 12% from 1Q 2023). Profit margin: 8.1% (down from 9.2% in 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 24Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 17th May 2024 Payment date: 21st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 7.3%.공시 • Dec 22+ 4 more updates1&1 AG to Report First Half, 2024 Results on Aug 08, 20241&1 AG announced that they will report first half, 2024 results on Aug 08, 2024Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.41 (vs €0.56 in 3Q 2022)Third quarter 2023 results: EPS: €0.41 (down from €0.56 in 3Q 2022). Revenue: €1.04b (up 4.0% from 3Q 2022). Net income: €73.0m (down 25% from 3Q 2022). Profit margin: 7.0% (down from 9.8% in 3Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.49 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €0.49 (down from €0.55 in 2Q 2022). Revenue: €972.1m (flat on 2Q 2022). Net income: €86.0m (down 12% from 2Q 2022). Profit margin: 8.8% (down from 10.0% in 2Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.New Risk • Aug 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.5% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.Upcoming Dividend • May 10Upcoming dividend of €0.05 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.4% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (6.6%).Reported Earnings • Apr 16Full year 2022 earnings released: EPS: €2.08 (vs €2.10 in FY 2021)Full year 2022 results: EPS: €2.08 (down from €2.10 in FY 2021). Revenue: €3.96b (up 1.4% from FY 2021). Net income: €367.3m (flat on FY 2021). Profit margin: 9.3% (in line with FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.공시 • Dec 07+ 2 more updates1&1 AG to Report Q1, 2023 Results on May 10, 20231&1 AG announced that they will report Q1, 2023 results on May 10, 2023공시 • Nov 30+ 1 more update1&1 AG, Annual General Meeting, May 16, 20231&1 AG, Annual General Meeting, May 16, 2023.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 90% share price gain to €26.64, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total loss to shareholders of 9.7% over the past three years.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 52% share price gain to €26.64, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total returns to shareholders of 10% over the past three years.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €0.55 (vs €0.53 in 2Q 2021)Second quarter 2022 results: EPS: €0.55 (up from €0.53 in 2Q 2021). Revenue: €976.1m (up 2.0% from 2Q 2021). Net income: €97.4m (up 4.1% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.2%, compared to a 2.0% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공시 • Aug 051&1 AG Confirms Earnings Guidance for the Fiscal Year 20221&1 AG confirmed earnings guidance for the fiscal year 2022. For the period, company expects service revenues to increase to ca. €3.2 billion (2021: €3.1 billion).Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 49% share price gain to €26.64, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total loss to shareholders of 7.8% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improved over the past weekAfter last week's 36% share price gain to €26.64, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total returns to shareholders of 7.8% over the past three years.Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to €19.13, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Wireless Telecom industry in Europe. Total loss to shareholders of 31% over the past three years.Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.58 (vs €0.65 in 1Q 2021)First quarter 2022 results: EPS: €0.58 (down from €0.65 in 1Q 2021). Revenue: €975.9m (flat on 1Q 2021). Net income: €101.6m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 1.7% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.Upcoming Dividend • May 12Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Payout ratio is a comfortable 2.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (6.7%).Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 31% share price gain to €26.64, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total loss to shareholders of 18% over the past three years.Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €2.10 (up from €1.25 in FY 2020). Revenue: €3.91b (up 3.2% from FY 2020). Net income: €370.0m (up 69% from FY 2020). Profit margin: 9.5% (up from 5.8% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.1%, compared to a 3.3% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 18% per year.공시 • Dec 121&1 AG Provides Earnings Guidance for the Fiscal Year 20221&1 AG provided earnings guidance for the fiscal year 2022. For the period, the company expects further growth in service revenues to approx. EUR 3.2 billion.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.55 (vs €0.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €971.4m (up 4.2% from 3Q 2020). Net income: €96.2m (up 73% from 3Q 2020). Profit margin: 9.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS €0.53 (vs €0.55 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings, although profit margins were flat and revenues improved. Second quarter 2021 results: Revenue: €956.9m (up 1.7% from 2Q 2020). Net income: €93.6m (down 3.0% from 2Q 2020). Profit margin: 9.8% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.공시 • May 271&1 Drillisch AG Approves Cash Dividend1&1 Drillisch AG announced at the AGM held on May 26, 2021 that the approved to distribute a cash dividend of around 8.8 million euros, corresponding to 0.05 euros per share.Upcoming Dividend • May 20Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.2%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (5.0%).Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.65 (vs €0.50 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €973.7m (up 3.5% from 1Q 2020). Net income: €113.7m (up 29% from 1Q 2020). Profit margin: 12% (up from 9.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.25 (vs €2.12 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €3.79b (up 3.0% from FY 2019). Net income: €219.6m (down 41% from FY 2019). Profit margin: 5.8% (down from 10% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Mar 05New 90-day high: €24.45The company is up 19% from its price of €20.47 on 04 December 2020. The Austrian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.65 per share.Is New 90 Day High Low • Feb 09New 90-day high: €22.30The company is up 20% from its price of €18.53 on 10 November 2020. The Austrian market is up 30% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.39 per share.공시 • Feb 061&1 Drillisch Aktiengesellschaft Announces Completion of EU Commission's AnalysisDrillisch Online GmbH, a wholly-owned subsidiary of 1&1 Drillisch AG, and Telefónica Germany GmbH & Co. OHG (?Telefónica") have long been in negotiations regarding the conclusion of a national roaming agreement based on the commitments of Telefónica under the merger clearance decision of the EU Commission regarding the merger with E-Plus. The EU Commission supervises the compliance of Telefónica with these commitments. In October 2020, Telefónica made a, from Telefónica's perspective, final offer to 1&1 Drillisch on key framework conditions and prices for national roaming. The prices offered shall also apply retroactively from July 2020 to the current MBA MVNO agreement. While Telefónica has been charging consistently high advance service prices under the MBA MVNO agreement since July 2020, Telefónica's offer is based on the price mechanisms of the first five years of the MBA MVNO agreement. In particular, it provides for annually decreasing data prices that were lower than the prices currently charged under the MBA MVNO agreement. After completion of its analysis, the EU Commission on 5 February 2021, communicated to 1&1 Drillisch its assessment that the offer submitted by Telefónica in October 2020 was not fully in line with Telefónica's commitments under the EU merger clearance decision and that the offer has to be improved by Telefónica. Thereupon, Telefónica on 5 February 2021, made an improved offer to 1&1 Drillisch. The improved offer can be accepted by 1&1 Drillisch until 19 February 2021. 1&1 Drillisch will examine whether it is in the interest of the company to accept Telefónica's new offer. Should 1&1 Drillisch decide to accept the offer, the framework conditions and prices offered by Telefónica would then have to be transferred into a national roaming agreement and the application of the new, annually decreasing prices also on MBA MVNO services would have to be regulated with retroactive effect for the period as of July 2020 from the beginning of national roaming. The conclusion of an agreement, which Telefónica's offer expects until approx. mid of May 2021, would have a positive earnings effect of approx. EUR 30 million for 1&1 Drillisch in the fiscal year 2020, which would be booked as an out-of-period return in the fiscal year 2021. In addition, an agreement on national roaming would constitute an essential prerequisite for 1&1 Drillisch's envisaged rollout of a high-performance 5G network. The EU Commission's assessment, which has now been communicated, has no significance for the price adjustment procedures initiated by 1&1 Drillisch under the MBA MVNO agreement. In these procedures, 1&1 Drillisch demands from Telefónica significant retroactive reductions of the advance service prices under the MBA MVNO agreement.Is New 90 Day High Low • Jan 06New 90-day high: €21.83The company is up 7.0% from its price of €20.49 on 08 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.45 per share.공시 • Jan 06+ 3 more updates1&1 Drillisch AG to Report Q1, 2021 Results on May 11, 20211&1 Drillisch AG announced that they will report Q1, 2021 results on May 11, 2021공시 • Jan 051&1 Drillisch AG, Annual General Meeting, May 26, 20211&1 Drillisch AG, Annual General Meeting, May 26, 2021.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.32The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €932.6m (flat on 3Q 2019). Net income: €55.6m (down 37% from 3Q 2019). Profit margin: 6.0% (down from 9.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.3% compared to a 1.7% decline forecast for the Wireless Telecom industry in Austria.공시 • Nov 071&1 Drillisch AG Provides Earnings Guidance for the Full Year 20201&1 Drillisch AG provided earnings guidance for the full year 2020. The company expects sales growth of approximately 3% compared with around 4% previously, due to the more restrained demand from the customer base for new smartphones and tablets resulting from fewer contract changers.Is New 90 Day High Low • Sep 22New 90-day low: €17.67The company is down 24% from its price of €23.23 on 24 June 2020. The Austrian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.63 per share.이익 및 매출 성장 예측WBAG:DRI - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,621238207798612/31/20274,479211162765812/31/20264,53917214363523/31/20264,263136233712N/A12/31/20254,136166193604N/A9/30/20254,063127162610N/A6/30/20254,055151190565N/A3/31/20254,058177-42267N/A12/31/20244,06421320311N/A9/30/20244,082258-87146N/A6/30/20244,120271-70178N/A3/31/20244,100304-51214N/A12/31/20234,097315-70226N/A9/30/20234,045324-82216N/A6/30/20234,005348-314-34N/A3/31/20234,009360-69199N/A12/31/20223,964367-66183N/A9/30/20223,958363271372N/A6/30/20223,931362407487N/A3/31/20223,912358360415N/A12/31/20213,910370395432N/A9/30/20213,875283265300N/A6/30/20213,836242241439N/A3/31/20213,820245243447N/A12/31/20203,787220243451N/A9/30/20203,759346334539N/A6/30/20203,750379473506N/A3/31/20203,713373438464N/A12/31/20193,675374N/A376N/A9/30/20193,645394N/A262N/A6/30/20193,622406N/A178N/A3/31/20193,633410N/A200N/A12/31/20183,635406N/A156N/A9/30/20183,540326N/A212N/A6/30/20183,355314N/A204N/A3/31/20183,092308N/A270N/A12/31/20172,812294N/A348N/A9/30/20172,634299N/A312N/A12/31/20162,430204N/A211N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DRI 의 연간 예상 수익 증가율(7.2%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: DRI 의 연간 수익(7.2%)이 Austrian 시장(11.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: DRI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: DRI 의 수익(연간 2.4%)이 Austrian 시장(연간 4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: DRI 의 수익(연간 2.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DRI의 자본 수익률은 3년 후 3.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 12:27종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스1&1 AG는 22명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Stephen MalcolmArete Research Services LLPAndrew Charles BealeArete Research Services LLPGanesha NageshaBarclays19명의 분석가 더 보기
공시 • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).
공시 • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).
공시 • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).
공시 • Aug 051&1 AG Confirms Earnings Guidance for the Fiscal Year 20221&1 AG confirmed earnings guidance for the fiscal year 2022. For the period, company expects service revenues to increase to ca. €3.2 billion (2021: €3.1 billion).
공시 • Dec 121&1 AG Provides Earnings Guidance for the Fiscal Year 20221&1 AG provided earnings guidance for the fiscal year 2022. For the period, the company expects further growth in service revenues to approx. EUR 3.2 billion.
공시 • Nov 071&1 Drillisch AG Provides Earnings Guidance for the Full Year 20201&1 Drillisch AG provided earnings guidance for the full year 2020. The company expects sales growth of approximately 3% compared with around 4% previously, due to the more restrained demand from the customer base for new smartphones and tablets resulting from fewer contract changers.
Upcoming Dividend • May 14Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 21 May 2026. Payment date: 26 May 2026. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Austrian dividend payers (4.0%). Lower than average of industry peers (3.3%).
Declared Dividend • Apr 10Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 21st May 2026 Payment date: 25th May 2026 Dividend yield will be 0.2%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 5%.
공시 • Apr 09+ 1 more update1&1 AG, Annual General Meeting, May 20, 20261&1 AG, Annual General Meeting, May 20, 2026, at 11:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €0.94 (vs €1.21 in FY 2024)Full year 2025 results: EPS: €0.94 (down from €1.21 in FY 2024). Revenue: €4.14b (up 1.8% from FY 2024). Net income: €165.7m (down 22% from FY 2024). Profit margin: 4.0% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
New Risk • Mar 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.9% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (6.2% average weekly change).
공시 • Dec 18+ 3 more updates1&1 AG to Report Fiscal Year 2025 Results on Mar 19, 20261&1 AG announced that they will report fiscal year 2025 results on Mar 19, 2026
Reported Earnings • Nov 12Third quarter 2025 earnings released: EPS: €0.20 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.20 (down from €0.34 in 3Q 2024). Revenue: €1.01b (flat on 3Q 2024). Net income: €36.1m (down 40% from 3Q 2024). Profit margin: 3.6% (down from 6.0% in 3Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
공시 • Nov 121&1 AG Confirms Earnings Guidance for the Full Year 20251&1 AG confirmed earnings guidance for the full year 2025. For the year, the company confirms its service revenue and earnings forecast and expects for 2025 a stable contract base and service revenue at the previous year’s level (2024: €3,303.1 million).
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.15 (vs €0.30 in 2Q 2024)Second quarter 2025 results: EPS: €0.15 (down from €0.30 in 2Q 2024). Revenue: €987.9m (flat on 2Q 2024). Net income: €27.4m (down 49% from 2Q 2024). Profit margin: 2.8% (down from 5.4% in 2Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
New Risk • Jul 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.6% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin).
공시 • Jun 301&1 AG Reaffirms Revenue Guidance for the Fiscal Year 20251&1 AG reaffirmed revenue guidance for the fiscal year 2025. For the year, the contract portfolio and service revenue are still expected to remain unchanged at the previous year’s level (2024: €3,303.1 million).
New Risk • May 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.4% net profit margin).
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €18.32, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total loss to shareholders of 3.2% over the past three years.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: €0.27 (vs €0.47 in 1Q 2024)First quarter 2025 results: EPS: €0.27 (down from €0.47 in 1Q 2024). Revenue: €1.02b (flat on 1Q 2024). Net income: €47.2m (down 43% from 1Q 2024). Profit margin: 4.6% (down from 8.1% in 1Q 2024). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공시 • May 131&1 AG Confirms Earnings Guidance for the Financial Year 20251&1 AG confirmed earnings guidance for the financial year 2025. For the year, the company confirms its forecast and expects a stable contract base and service revenue at the previous year’s level for the 2025 fiscal year (2024: €3,303.1 million).
Upcoming Dividend • May 08Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 4.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (4.9%). Lower than average of industry peers (4.4%).
Declared Dividend • Apr 06Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 15th May 2025 Payment date: 19th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 4%. Cash payout ratio: 43%.
공시 • Apr 04+ 1 more update1&1 AG, Annual General Meeting, May 14, 20251&1 AG, Annual General Meeting, May 14, 2025, at 11:00 W. Europe Standard Time.
New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 48% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).
Reported Earnings • Mar 27Full year 2024 earnings released: EPS: €1.21 (vs €1.79 in FY 2023)Full year 2024 results: EPS: €1.21 (down from €1.79 in FY 2023). Revenue: €4.06b (flat on FY 2023). Net income: €212.8m (down 32% from FY 2023). Profit margin: 5.2% (down from 7.7% in FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
공시 • Jan 03+ 1 more update1&1 AG Announces Chief Financial Officer Changes1&1 AG announced its chief financial officer Markus Huhn has resigned on December 31. The company appointed Sascha D'Avis, current CFO of 1&1 Telecommunication SE and 1&1 Mobilfunk GmbH as its new finance chief. Since 2024, D'Avis has been working with 1&1 in various management roles in the finance division of the group. The company also noted that Huhn, who served the company for more than 30 years, will continue to serve in the position he took up in April 2023 on the Management Board of United Internet AG.
공시 • Nov 28+ 3 more updates1&1 AG to Report Q1, 2025 Results on May 12, 20251&1 AG announced that they will report Q1, 2025 results on May 12, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: €0.34 (vs €0.41 in 3Q 2023)Third quarter 2024 results: EPS: €0.34 (down from €0.41 in 3Q 2023). Revenue: €1.00b (down 3.6% from 3Q 2023). Net income: €59.9m (down 18% from 3Q 2023). Profit margin: 6.0% (down from 7.0% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.30 (vs €0.49 in 2Q 2023)Second quarter 2024 results: EPS: €0.30 (down from €0.49 in 2Q 2023). Revenue: €991.5m (up 2.0% from 2Q 2023). Net income: €53.8m (down 38% from 2Q 2023). Profit margin: 5.4% (down from 8.8% in 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €12.84, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Wireless Telecom industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.89 per share.
Buy Or Sell Opportunity • Aug 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to €12.84. The fair value is estimated to be €16.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.6%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 0.6% per annum over the same time period.
Upcoming Dividend • May 10Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 2.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (5.8%). Lower than average of industry peers (8.4%).
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.47 (vs €0.53 in 1Q 2023)First quarter 2024 results: EPS: €0.47 (down from €0.53 in 1Q 2023). Revenue: €1.02b (flat on 1Q 2023). Net income: €82.7m (down 12% from 1Q 2023). Profit margin: 8.1% (down from 9.2% in 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 24Dividend of €0.05 announcedDividend of €0.05 is the same as last year. Ex-date: 17th May 2024 Payment date: 21st May 2024 Dividend yield will be 0.3%, which is lower than the industry average of 7.3%.
공시 • Dec 22+ 4 more updates1&1 AG to Report First Half, 2024 Results on Aug 08, 20241&1 AG announced that they will report first half, 2024 results on Aug 08, 2024
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.41 (vs €0.56 in 3Q 2022)Third quarter 2023 results: EPS: €0.41 (down from €0.56 in 3Q 2022). Revenue: €1.04b (up 4.0% from 3Q 2022). Net income: €73.0m (down 25% from 3Q 2022). Profit margin: 7.0% (down from 9.8% in 3Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €0.49 (vs €0.55 in 2Q 2022)Second quarter 2023 results: EPS: €0.49 (down from €0.55 in 2Q 2022). Revenue: €972.1m (flat on 2Q 2022). Net income: €86.0m (down 12% from 2Q 2022). Profit margin: 8.8% (down from 10.0% in 2Q 2022). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
New Risk • Aug 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.5% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results.
Upcoming Dividend • May 10Upcoming dividend of €0.05 per share at 0.5% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 22 May 2023. Payout ratio is a comfortable 2.4% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (6.6%).
Reported Earnings • Apr 16Full year 2022 earnings released: EPS: €2.08 (vs €2.10 in FY 2021)Full year 2022 results: EPS: €2.08 (down from €2.10 in FY 2021). Revenue: €3.96b (up 1.4% from FY 2021). Net income: €367.3m (flat on FY 2021). Profit margin: 9.3% (in line with FY 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
공시 • Dec 07+ 2 more updates1&1 AG to Report Q1, 2023 Results on May 10, 20231&1 AG announced that they will report Q1, 2023 results on May 10, 2023
공시 • Nov 30+ 1 more update1&1 AG, Annual General Meeting, May 16, 20231&1 AG, Annual General Meeting, May 16, 2023.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €0.56 (vs €0.55 in 3Q 2021)Third quarter 2022 results: EPS: €0.56 (up from €0.55 in 3Q 2021). Revenue: €998.3m (up 2.8% from 3Q 2021). Net income: €97.8m (up 1.6% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improved over the past weekAfter last week's 90% share price gain to €26.64, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total loss to shareholders of 9.7% over the past three years.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment improved over the past weekAfter last week's 52% share price gain to €26.64, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total returns to shareholders of 10% over the past three years.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €0.55 (vs €0.53 in 2Q 2021)Second quarter 2022 results: EPS: €0.55 (up from €0.53 in 2Q 2021). Revenue: €976.1m (up 2.0% from 2Q 2021). Net income: €97.4m (up 4.1% from 2Q 2021). Profit margin: 10.0% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.2%, compared to a 2.0% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공시 • Aug 051&1 AG Confirms Earnings Guidance for the Fiscal Year 20221&1 AG confirmed earnings guidance for the fiscal year 2022. For the period, company expects service revenues to increase to ca. €3.2 billion (2021: €3.1 billion).
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 49% share price gain to €26.64, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total loss to shareholders of 7.8% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improved over the past weekAfter last week's 36% share price gain to €26.64, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Wireless Telecom industry in Europe. Total returns to shareholders of 7.8% over the past three years.
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to €19.13, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Wireless Telecom industry in Europe. Total loss to shareholders of 31% over the past three years.
Reported Earnings • May 13First quarter 2022 earnings released: EPS: €0.58 (vs €0.65 in 1Q 2021)First quarter 2022 results: EPS: €0.58 (down from €0.65 in 1Q 2021). Revenue: €975.9m (flat on 1Q 2021). Net income: €101.6m (down 11% from 1Q 2021). Profit margin: 10% (down from 12% in 1Q 2021). Over the next year, revenue is forecast to grow 2.7%, compared to a 1.7% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 11% per year and the company’s share price has also fallen by 11% per year.
Upcoming Dividend • May 12Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 19 May 2022. Payment date: 23 May 2022. Payout ratio is a comfortable 2.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (6.7%).
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 31% share price gain to €26.64, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Wireless Telecom industry in Europe. Total loss to shareholders of 18% over the past three years.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €2.10 (up from €1.25 in FY 2020). Revenue: €3.91b (up 3.2% from FY 2020). Net income: €370.0m (up 69% from FY 2020). Profit margin: 9.5% (up from 5.8% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.1%, compared to a 3.3% growth forecast for the industry in Austria. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 18% per year.
공시 • Dec 121&1 AG Provides Earnings Guidance for the Fiscal Year 20221&1 AG provided earnings guidance for the fiscal year 2022. For the period, the company expects further growth in service revenues to approx. EUR 3.2 billion.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS €0.55 (vs €0.32 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €971.4m (up 4.2% from 3Q 2020). Net income: €96.2m (up 73% from 3Q 2020). Profit margin: 9.9% (up from 6.0% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS €0.53 (vs €0.55 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings, although profit margins were flat and revenues improved. Second quarter 2021 results: Revenue: €956.9m (up 1.7% from 2Q 2020). Net income: €93.6m (down 3.0% from 2Q 2020). Profit margin: 9.8% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.
공시 • May 271&1 Drillisch AG Approves Cash Dividend1&1 Drillisch AG announced at the AGM held on May 26, 2021 that the approved to distribute a cash dividend of around 8.8 million euros, corresponding to 0.05 euros per share.
Upcoming Dividend • May 20Upcoming dividend of €0.05 per shareEligible shareholders must have bought the stock before 27 May 2021. Payment date: 31 May 2021. Trailing yield: 0.2%. Lower than top quartile of Austrian dividend payers (3.2%). Lower than average of industry peers (5.0%).
Reported Earnings • May 12First quarter 2021 earnings released: EPS €0.65 (vs €0.50 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €973.7m (up 3.5% from 1Q 2020). Net income: €113.7m (up 29% from 1Q 2020). Profit margin: 12% (up from 9.4% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.25 (vs €2.12 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €3.79b (up 3.0% from FY 2019). Net income: €219.6m (down 41% from FY 2019). Profit margin: 5.8% (down from 10% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Mar 05New 90-day high: €24.45The company is up 19% from its price of €20.47 on 04 December 2020. The Austrian market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.65 per share.
Is New 90 Day High Low • Feb 09New 90-day high: €22.30The company is up 20% from its price of €18.53 on 10 November 2020. The Austrian market is up 30% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €53.39 per share.
공시 • Feb 061&1 Drillisch Aktiengesellschaft Announces Completion of EU Commission's AnalysisDrillisch Online GmbH, a wholly-owned subsidiary of 1&1 Drillisch AG, and Telefónica Germany GmbH & Co. OHG (?Telefónica") have long been in negotiations regarding the conclusion of a national roaming agreement based on the commitments of Telefónica under the merger clearance decision of the EU Commission regarding the merger with E-Plus. The EU Commission supervises the compliance of Telefónica with these commitments. In October 2020, Telefónica made a, from Telefónica's perspective, final offer to 1&1 Drillisch on key framework conditions and prices for national roaming. The prices offered shall also apply retroactively from July 2020 to the current MBA MVNO agreement. While Telefónica has been charging consistently high advance service prices under the MBA MVNO agreement since July 2020, Telefónica's offer is based on the price mechanisms of the first five years of the MBA MVNO agreement. In particular, it provides for annually decreasing data prices that were lower than the prices currently charged under the MBA MVNO agreement. After completion of its analysis, the EU Commission on 5 February 2021, communicated to 1&1 Drillisch its assessment that the offer submitted by Telefónica in October 2020 was not fully in line with Telefónica's commitments under the EU merger clearance decision and that the offer has to be improved by Telefónica. Thereupon, Telefónica on 5 February 2021, made an improved offer to 1&1 Drillisch. The improved offer can be accepted by 1&1 Drillisch until 19 February 2021. 1&1 Drillisch will examine whether it is in the interest of the company to accept Telefónica's new offer. Should 1&1 Drillisch decide to accept the offer, the framework conditions and prices offered by Telefónica would then have to be transferred into a national roaming agreement and the application of the new, annually decreasing prices also on MBA MVNO services would have to be regulated with retroactive effect for the period as of July 2020 from the beginning of national roaming. The conclusion of an agreement, which Telefónica's offer expects until approx. mid of May 2021, would have a positive earnings effect of approx. EUR 30 million for 1&1 Drillisch in the fiscal year 2020, which would be booked as an out-of-period return in the fiscal year 2021. In addition, an agreement on national roaming would constitute an essential prerequisite for 1&1 Drillisch's envisaged rollout of a high-performance 5G network. The EU Commission's assessment, which has now been communicated, has no significance for the price adjustment procedures initiated by 1&1 Drillisch under the MBA MVNO agreement. In these procedures, 1&1 Drillisch demands from Telefónica significant retroactive reductions of the advance service prices under the MBA MVNO agreement.
Is New 90 Day High Low • Jan 06New 90-day high: €21.83The company is up 7.0% from its price of €20.49 on 08 October 2020. The Austrian market is up 27% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.45 per share.
공시 • Jan 06+ 3 more updates1&1 Drillisch AG to Report Q1, 2021 Results on May 11, 20211&1 Drillisch AG announced that they will report Q1, 2021 results on May 11, 2021
공시 • Jan 051&1 Drillisch AG, Annual General Meeting, May 26, 20211&1 Drillisch AG, Annual General Meeting, May 26, 2021.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS €0.32The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2020 results: Revenue: €932.6m (flat on 3Q 2019). Net income: €55.6m (down 37% from 3Q 2019). Profit margin: 6.0% (down from 9.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.3% compared to a 1.7% decline forecast for the Wireless Telecom industry in Austria.
공시 • Nov 071&1 Drillisch AG Provides Earnings Guidance for the Full Year 20201&1 Drillisch AG provided earnings guidance for the full year 2020. The company expects sales growth of approximately 3% compared with around 4% previously, due to the more restrained demand from the customer base for new smartphones and tablets resulting from fewer contract changers.
Is New 90 Day High Low • Sep 22New 90-day low: €17.67The company is down 24% from its price of €23.23 on 24 June 2020. The Austrian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.63 per share.