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Österreichische Post AGWBAG:POST 주식 보고서

시가총액 €2.1b
주가
€31.60
€26.1
21.1% 고평가 내재 할인율
1Y4.1%
7D1.0%
1D
포트폴리오 가치
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Österreichische Post AG

WBAG:POST 주식 리포트

시가총액: €2.1b

Österreichische Post (POST) 주식 개요

Österreichische Post AG는 자회사와 함께 오스트리아, 독일, 동남 및 동유럽, 터키, 아제르바이잔 및 전 세계에서 우편 및 소포 서비스를 제공합니다. 자세히 보기

POST 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장1/6
과거 실적1/6
재무 건전성3/6
배당3/6

POST Community Fair Values

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See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Österreichische Post AG 경쟁사

가격 이력 및 성과

Österreichische Post 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€31.60
52주 최고가€36.45
52주 최저가€28.55
베타0.53
1개월 변동-9.06%
3개월 변동-10.23%
1년 변동4.12%
3년 변동-3.66%
5년 변동-25.12%
IPO 이후 변동45.62%

최근 뉴스 및 업데이트

내러티브 업데이트 May 14

POST: Lower Future P E Expectations Will Constrain Share Price Upside

Analysts have reduced their price targets on Österreichische Post by several euros, citing a lower assumed discount rate, adjusted P/E expectations, and slightly revised revenue growth and profit margin inputs in their valuation work. Analyst Commentary Recent research on Österreichische Post has highlighted a clear tilt toward caution, with several bearish analysts pointing to valuation risks and uncertainties around execution and growth.
내러티브 업데이트 Apr 29

POST: Higher Risk Premium And Muted Revenue Outlook Will Restrain Future Upside

Analysts have trimmed their price target on Österreichische Post to €26.10, reflecting updated expectations for more muted revenue growth, a slightly higher discount rate, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on postal and delivery names has included one bearish move specifically targeting Österreichische Post, alongside a series of price target reductions on a different listed company, Post Holdings.
내러티브 업데이트 Apr 14

POST: Higher P E Expectations And Execution Risks Will Shape Near Term Performance

The updated analyst price target for Österreichische Post has shifted from €29.20 to about €32.28, reflecting analysts' use of a higher projected P/E ratio and adjusted assumptions on discount rate, revenue growth and profit margins. Analyst Commentary Street research on Österreichische Post is more cautious at the moment, with at least one firm assigning a more negative stance to the shares.

Recent updates

내러티브 업데이트 May 14

POST: Lower Future P E Expectations Will Constrain Share Price Upside

Analysts have reduced their price targets on Österreichische Post by several euros, citing a lower assumed discount rate, adjusted P/E expectations, and slightly revised revenue growth and profit margin inputs in their valuation work. Analyst Commentary Recent research on Österreichische Post has highlighted a clear tilt toward caution, with several bearish analysts pointing to valuation risks and uncertainties around execution and growth.
내러티브 업데이트 Apr 29

POST: Higher Risk Premium And Muted Revenue Outlook Will Restrain Future Upside

Analysts have trimmed their price target on Österreichische Post to €26.10, reflecting updated expectations for more muted revenue growth, a slightly higher discount rate, and a modestly higher assumed future P/E multiple. Analyst Commentary Recent Street research on postal and delivery names has included one bearish move specifically targeting Österreichische Post, alongside a series of price target reductions on a different listed company, Post Holdings.
내러티브 업데이트 Apr 14

POST: Higher P E Expectations And Execution Risks Will Shape Near Term Performance

The updated analyst price target for Österreichische Post has shifted from €29.20 to about €32.28, reflecting analysts' use of a higher projected P/E ratio and adjusted assumptions on discount rate, revenue growth and profit margins. Analyst Commentary Street research on Österreichische Post is more cautious at the moment, with at least one firm assigning a more negative stance to the shares.
내러티브 업데이트 Mar 31

POST: Lower Future P/E Assumptions Will Limit Upside For Shares

Analysts have adjusted their price target for Österreichische Post to €26.10 from €25.60. They cited updated assumptions for revenue growth, profit margins, and a lower future P/E multiple.
내러티브 업데이트 Mar 17

POST: Stable Cash Flows And Discount Rate Assumptions Will Support Fair Value

Analysts have kept their €36.00 price target for Österreichische Post unchanged, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that still support this fair value level. Analyst Commentary Recent Street research on related postal and logistics names highlights how bullish analysts are prepared to adjust price targets when they see better risk reward based on updated assumptions.
내러티브 업데이트 Mar 03

POST: Stable Earnings Framework And Cash Flows Will Support Fair Value

Analysts have kept their €36.0 price target for Österreichische Post broadly steady, citing updated assumptions for discount rates, modest revenue growth and profit margins, and a largely unchanged future P/E outlook. Analyst Commentary Recent Street research around the broader postal and logistics peer group points to a generally constructive stance on companies with resilient cash generation and clear earnings frameworks.
내러티브 업데이트 Feb 17

POST: Higher Required Returns And Softer Margins Will Restrain Future Share Performance

Analysts have adjusted their price target on Österreichische Post to €25.60. This reflects updated views on discount rate, revenue growth, profit margin, and future P/E assumptions.
내러티브 업데이트 Feb 03

POST: Stable Guidance And M&A Optionality Will Shape Fair Value Outlook

Analysts have lifted their fair value estimate for Österreichische Post from €31.00 to €36.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. These changes echo broader Street thinking, where stabilizing trends and M&A potential in related names help frame upside scenarios.
내러티브 업데이트 Jan 20

POST: Stable Revenue Outlook And Earnings Guidance Will Shape Fair Value

Analysts have reduced their fair value estimate for Österreichische Post to €31.00 from €33.70. This reflects updated views on discount rates, revenue growth, margins and future P/E assumptions, in line with recent Street moves where targets were adjusted while still citing company specific strengths and risks.
분석 기사 Jan 06

Here's Why Österreichische Post (VIE:POST) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Jan 06

POST: Soft Consumption Trends Will Constrain Parcel Earnings Momentum And Pressure Shares

Narrative Update: Österreichische Post Analysts have kept their fair value estimate for Österreichische Post steady at €25.60, with only marginal tweaks to underlying assumptions such as revenue growth, profit margins and future P/E. This reflects a view that recent sector research on pricing power and earnings resilience in related consumer and logistics names still supports a similar valuation range.
내러티브 업데이트 Dec 14

POST: Slowing Parcel Demand Will Cap Earnings Momentum And Pressure Shares

Analysts have nudged their fair value estimate for Österreichische Post higher, from €25.00 to €25.60. This reflects slightly stronger expected revenue growth and profit margins, despite a modestly higher discount rate and only a small uplift in projected future valuation multiples.
내러티브 업데이트 Nov 28

POST: Revenue Stability And Consumption Trends Will Guide Near-Term Performance

Analysts have reduced their price target for Österreichische Post from €29.90 to €29.20. They cite slightly lower revenue growth expectations and a modest increase in the discount rate as key factors in the reassessment.
내러티브 업데이트 Nov 12

POST: Profit Margins And Discount Rate Will Shape Outlook Amid Economic Pressures

Analysts have reaffirmed their fair value estimate for Österreichische Post at €29.90. They maintain a stable outlook, as improvements in profit margin expectations were balanced by a slightly higher discount rate and steady revenue forecasts.
분석 기사 Oct 24

Österreichische Post AG's (VIE:POST) Price Is Out Of Tune With Earnings

There wouldn't be many who think Österreichische Post AG's ( VIE:POST ) price-to-earnings (or "P/E") ratio of 16.1x is...
내러티브 업데이트 Oct 24

Stable Fundamentals And Market Shifts Will Drive Future European Delivery Trends

Analysts have maintained their price target for Österreichische Post at €29.90. This reflects stability in the company's fair value assessment, as modest improvements in discount rate projections and revenue growth outlook offset minor changes in market expectations.
분석 기사 Aug 16

Österreichische Post's (VIE:POST) Weak Earnings May Only Reveal A Part Of The Whole Picture

WBAG:POST 1 Year Share Price vs Fair Value Explore Österreichische Post's Fair Values from the Community and select...
분석 기사 May 14

Earnings Not Telling The Story For Österreichische Post AG (VIE:POST)

There wouldn't be many who think Österreichische Post AG's ( VIE:POST ) price-to-earnings (or "P/E") ratio of 14.9x is...
User avatar
새로운 내러티브 Feb 09

Future Profitability Will Decline Due To Mail Business Downturn And Competitive Pressures

Structural decline in Mail business and increased competition in Parcel & Logistics pose risks to future revenue growth and net margins.
분석 기사 Dec 20

Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 13

Österreichische Post's (VIE:POST) Profits May Not Reveal Underlying Issues

The recent earnings posted by Österreichische Post AG ( VIE:POST ) were solid, but the stock didn't move as much as we...
분석 기사 Sep 19

Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
분석 기사 Aug 10

Österreichische Post AG Beat Revenue Forecasts By 8.6%: Here's What Analysts Are Forecasting Next

Österreichische Post AG ( VIE:POST ) just released its quarterly report and things are looking bullish. Results were...
분석 기사 Jul 24

Investor Optimism Abounds Österreichische Post AG (VIE:POST) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.8x Österreichische Post AG ( VIE:POST ) may be sending bearish signals...
분석 기사 May 31

Be Wary Of Österreichische Post (VIE:POST) And Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Apr 23

Österreichische Post (VIE:POST) Is Increasing Its Dividend To €1.78

Österreichische Post AG's ( VIE:POST ) dividend will be increasing from last year's payment of the same period to €1.78...
분석 기사 Apr 04

Österreichische Post (VIE:POST) Has Announced That It Will Be Increasing Its Dividend To €1.78

Österreichische Post AG's ( VIE:POST ) dividend will be increasing from last year's payment of the same period to €1.78...
분석 기사 Mar 21

We Think That There Are Some Issues For Österreichische Post (VIE:POST) Beyond Its Promising Earnings

The recent earnings posted by Österreichische Post AG ( VIE:POST ) were solid, but the stock didn't move as much as we...
분석 기사 Feb 10

A Look At The Fair Value Of Österreichische Post AG (VIE:POST)

Key Insights Using the Dividend Discount Model, Österreichische Post fair value estimate is €26.13 Current share price...
분석 기사 Jan 17

Österreichische Post AG's (VIE:POST) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 16.7x Österreichische Post AG ( VIE:POST ) may be sending very bearish...
분석 기사 Dec 21

Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Aug 20

Österreichische Post (VIE:POST) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jun 20

Österreichische Post (VIE:POST) Might Be Having Difficulty Using Its Capital Effectively

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 May 03

Österreichische Post (VIE:POST) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Mar 09

Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 32%?

Key Insights The projected fair value for Österreichische Post is €50.43 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Jan 26

Investors Could Be Concerned With Österreichische Post's (VIE:POST) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 Dec 01

Are Investors Undervaluing Österreichische Post AG (VIE:POST) By 49%?

In this article we are going to estimate the intrinsic value of Österreichische Post AG ( VIE:POST ) by estimating the...
분석 기사 Nov 01

Is Österreichische Post (VIE:POST) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jul 23

Österreichische Post (VIE:POST) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jul 05

Returns On Capital At Österreichische Post (VIE:POST) Paint A Concerning Picture

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...

주주 수익률

POSTAT LogisticsAT 시장
7D1.0%-1.2%-0.4%
1Y4.1%8.0%24.5%

수익률 대 산업: POST은 지난 1년 동안 8%의 수익을 기록한 Austrian Logistics 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: POST은 지난 1년 동안 24.5%를 기록한 Austrian 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is POST's price volatile compared to industry and market?
POST volatility
POST Average Weekly Movement3.6%
Logistics Industry Average Movement5.0%
Market Average Movement4.9%
10% most volatile stocks in AT Market6.8%
10% least volatile stocks in AT Market2.8%

안정적인 주가: POST는 지난 3개월 동안 Austrian 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: POST의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
199927,868Walter Oblinwww.post.at

Österreichische Post AG는 자회사와 함께 오스트리아, 독일, 동남 및 동유럽, 터키, 아제르바이잔 및 국제적으로 우편 및 소포 서비스를 제공하고 있습니다. 이 회사는 세 개의 사업부로 운영됩니다: 우편, 소포 및 물류, 소매 및 은행입니다. 메일 사업부는 편지 및 문서 배송, 주소가 기재된 및 기재되지 않은 다이렉트 메일, 신문 및 잡지의 배포, 수거, 분류 및 배송은 물론 전자 편지 및 크로스 미디어 솔루션과 같은 온라인 서비스를 담당합니다.

Österreichische Post AG 기초 지표 요약

Österreichische Post의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
POST 기초 통계
시가총액€2.13b
순이익 (TTM)€109.20m
매출 (TTM)€3.06b
19.5x
주가수익비율(P/E)
0.7x
주가매출비율(P/S)

POST는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
POST 손익계산서 (TTM)
매출€3.06b
매출원가€2.41b
총이익€618.10m
기타 비용€508.90m
순이익€109.20m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 07, 2026

주당순이익(EPS)1.62
총이익률20.18%
순이익률3.56%
부채/자본 비율126.6%

POST의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

5.8%
현재 배당 수익률
113%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 13:45
종가2026/05/21 00:00
수익2026/03/31
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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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

분석가 소스

Österreichische Post AG는 16명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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William Fitzalan HowardBerenberg
Othmane BrichaBofA Global Research