UCB SA

ENXTBR:UCB 주식 리포트

시가총액: €44.9b

UCB 향후 성장

Future 기준 점검 3/6

UCB (는) 각각 연간 17.3% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.3% 로 예상됩니다.

핵심 정보

17.3%

이익 성장률

17.61%

EPS 성장률

Pharmaceuticals 이익 성장10.7%
매출 성장률9.7%
향후 자기자본이익률19.34%
애널리스트 커버리지

Good

마지막 업데이트08 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Apr 30

UCB: Epilepsy Portfolio Execution To Drive Future Earnings Power Upside

The analyst fair value estimate for UCB has shifted from €310 to €340, reflecting updated assumptions on revenue growth, higher projected profit margins, a slightly adjusted discount rate, a revised future P/E, and recent Street research in which analysts highlight UCB's epilepsy portfolio and reset price targets in the €300 to €340 range. Analyst Commentary Recent Street research on UCB has been mixed, with some caution on near-term risk and reward but also clear pockets of optimism tied to its neuroscience and epilepsy franchises.
내러티브 업데이트 Apr 16

UCB: Epilepsy And Neuroscience Execution Will Shape Balanced Risk Reward Profile

Analysts have adjusted the UCB price target toward €285, reflecting a blend of more cautious views that see risk and reward as balanced around €260 and more optimistic calls pointing toward €304 to €340, supported by expectations for its epilepsy portfolio and broader neuroscience exposure. Analyst Commentary Bullish Takeaways Bullish analysts see upside toward €304 to €340, suggesting that current pricing does not fully reflect expectations around the epilepsy portfolio and broader neuroscience pipeline.
내러티브 업데이트 Apr 01

UCB: Epilepsy Franchise And Dermatology Data Will Shape Future Risk Reward Balance

Narrative Update on UCB The analyst price target for UCB has been adjusted slightly lower to about €285. This reflects a blend of more cautious views that see a balanced risk and reward at current levels, and more optimistic targets that highlight UCB's epilepsy portfolio and recent upward revisions from several banks.
내러티브 업데이트 Mar 18

UCB: Epilepsy And Psoriatic Arthritis Execution Will Shape Future Risk Reward Balance

The updated analyst price target for UCB moves to €284.85 from €275.74. This reflects a mix of more conservative revenue growth assumptions, higher expected profit margins, and a lower future P/E multiple, in line with recent research that balances enthusiasm around epilepsy assets with a more measured view on risk and reward.
내러티브 업데이트 Mar 04

UCB: Epilepsy Franchise Expectations Will Eventually Strain Current Share Price

We are lifting our fair value estimate for UCB from €173.07 to €209.22, reflecting higher assumed revenue growth and profit margins as analysts highlight a stronger outlook for the epilepsy franchise and raise price targets into the €300+ range. Analyst Commentary Recent Street research on UCB has centered on the epilepsy franchise and the broader neuroscience portfolio, with several firms updating their views and price targets.
내러티브 업데이트 Feb 18

UCB: Epilepsy Pipeline Progress And Execution Will Shape Future Upside Balance

Our Analyst Price Target for UCB has moved higher from €261.42 to €275.74, reflecting analysts' updated assumptions on revenue growth, profitability and P/E in light of recent Street target lifts to around €304 to €310. Analyst Commentary Recent Street research on UCB has centered on higher price targets, with bullish analysts adjusting their views to reflect updated assumptions on revenue, profitability and P/E.
내러티브 업데이트 Feb 04

UCB: Future Earnings Power To Reflect Rare Disease And Epilepsy Execution

Analysts have raised their price target on UCB to €310 from €270, citing updated assumptions for revenue growth, profit margins and a slightly lower future P/E multiple as the main drivers of the change. Analyst Commentary Recent commentary from bullish analysts has centered on higher valuation support for UCB, with the new €310 price target used as a reference point for what they see as stronger execution and earnings potential than previously modeled.
내러티브 업데이트 Jan 21

UCB: Late-Stage Pipeline And Margin Execution Will Shape Balanced Upside Potential

Analysts raised their price target on UCB to €310 from €270, citing updated expectations for slightly stronger revenue growth, improved profit margins, and a modestly lower future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher €310 target as a sign that they see current valuation as not fully reflecting updated revenue and margin expectations.
내러티브 업데이트 Jan 07

UCB: Raising Future Fair Value On Strengthening Rare Disease And Epilepsy Franchise

Analysts have raised their fair value estimate for UCB from €255 to €310, citing recent price target increases from the Street and updated assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Bullish analysts have recently adjusted their views on UCB, with fresh price targets that now cluster around €290 to €310.
내러티브 업데이트 Dec 18

UCB: Expanding Late-Stage Pipeline And New Launches Will Drive Future Upside

UCB's analyst price target has been raised from EUR 258.33 to EUR 264.67 as analysts factor in slightly stronger revenue growth expectations, despite a modestly lower projected profit margin and only a small uptick in future valuation multiples. Analyst Commentary Recent price target increases signal that bullish analysts see a more attractive risk reward profile for UCB, driven by improving growth visibility and confidence in execution.
내러티브 업데이트 Dec 04

UCB: Pipeline Execution And New Launches Will Support Balanced Future Upside Potential

UCB's fair value estimate has been nudged higher to approximately EUR 258 from EUR 257, reflecting analysts' upward revisions to price targets, with recent moves to EUR 240, EUR 285 and EUR 290. These changes highlight confidence in the company's earnings trajectory despite slightly softer margin and growth assumptions.
내러티브 업데이트 Nov 20

UCB: Recent Pipeline Advances And Margin Strength Will Drive Share Price Higher

Analysts have slightly raised their fair value estimate for UCB to €256.67. They cite recent upward revisions to price targets, supported by continued expectations for stable profit margins and healthy revenue growth.
분석 기사 Nov 11

UCB (EBR:UCB) Could Easily Take On More Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Nov 06

UCB: Strong Profit Margins And Momentum Will Drive Shares Higher

UCB's fair value estimate has increased by approximately EUR 4.50, as analysts highlight robust performance and upward revisions to price targets. This follows renewed confidence in the company’s profit margin outlook.
내러티브 업데이트 Oct 22

Analysts Raise UCB Price Targets Amid Positive Sector Outlook and Improved Growth Forecasts

UCB's analyst price target has been raised from €240.28 to €251.11, as analysts cite upward revisions to revenue growth forecasts along with an improved sector outlook. Analyst Commentary Recent analyst actions reflect a strongly positive sentiment toward UCB's outlook, as multiple firms have revised their price targets upward and maintained favorable ratings.
분석 기사 Oct 14

Market Participants Recognise UCB SA's (EBR:UCB) Earnings Pushing Shares 25% Higher

UCB SA ( EBR:UCB ) shares have continued their recent momentum with a 25% gain in the last month alone. Looking back a...
내러티브 업데이트 Oct 08

Aging Populations And Emerging Markets Will Unlock Opportunity

UCB's analyst price target has been increased from €229.06 to €240.28. This change reflects improved revenue growth expectations and profit margins highlighted by recent analyst updates.
내러티브 업데이트 Sep 24

Aging Populations And Emerging Markets Will Unlock Opportunity

The slight increase in UCB’s consensus price target to €229.06 reflects improved revenue growth forecasts, while profit margin expectations remain stable. What's in the News Three-year data from BE HEARD trials show sustained efficacy and quality of life improvements with BIMZELX® in moderate-to-severe hidradenitis suppurativa, with better outcomes linked to earlier treatment.
내러티브 업데이트 Aug 27

Aging Populations And Emerging Markets Will Unlock Opportunity

Analysts have raised their price target for UCB to €223.17, citing robust fundamentals, resilient earnings growth, and improved confidence in management despite recent share price weakness. Analyst Commentary Recent share price pullback seen as disconnected from underlying business strength.
분석 기사 Jul 17

UCB SA (EBR:UCB) Not Lagging Market On Growth Or Pricing

When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") below 14x, you may consider UCB...
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새 내러티브 Mar 02

BIMZELX's Successful Launch Will Expand Future Market Opportunities In Dermatology And Rheumatology

UCB's new product launches and high R&D success rate are driving anticipated revenue and margin growth across global markets.

이익 및 매출 성장 예측

ENXTBR:UCB - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202810,6692,8273,1523,68516
12/31/20279,5312,2642,5623,02517
12/31/20268,4571,7621,9432,40017
12/31/20257,7411,5581,8422,291N/A
9/30/20257,2951,4451,5141,934N/A
6/30/20256,8481,3321,1851,576N/A
3/31/20256,5001,1991,0531,409N/A
12/31/20246,1521,0659201,242N/A
9/30/20245,8036537451,066N/A
6/30/20245,454240569889N/A
3/31/20245,318292507825N/A
12/31/20235,182343445761N/A
6/30/20235,111332620975N/A
3/31/20235,2793766841,047N/A
12/31/20225,4474207481,119N/A
6/30/20225,8548879821,462N/A
3/31/20225,8169711,0211,508N/A
12/31/20215,7771,0551,0601,553N/A
9/30/20215,6479969071,371N/A
6/30/20215,5179367541,188N/A
3/31/20215,4328347431,135N/A
12/31/20205,3477327321,081N/A
6/30/20205,198743706908N/A
3/31/20205,056767647895N/A
12/31/20194,913790588882N/A
6/30/20194,686652N/A950N/A
3/31/20194,659722N/A1,020N/A
12/31/20184,632792N/A1,089N/A
6/30/20184,569872N/A1,092N/A
3/31/20184,522812N/A1,010N/A
12/31/20174,474752N/A927N/A
9/30/20174,400708N/AN/AN/A
6/30/20174,325664N/A780N/A
3/31/20174,236604N/A604N/A
12/31/20164,147543N/A427N/A
9/30/20164,051439N/AN/AN/A
6/30/20163,955334N/A66N/A
3/31/20163,916299N/A156N/A
12/31/20153,876264N/A246N/A
9/30/20153,773266N/A388N/A
6/30/20153,670268N/A530N/A

애널리스트 향후 성장 전망

수입 대 저축률: UCB 의 연간 예상 수익 증가율(17.3%)이 saving rate(2.4%)보다 높습니다.

수익 vs 시장: UCB 의 연간 수익(17.3%)이 Belgian 시장(13.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: UCB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: UCB 의 수익(연간 9.7%)이 Belgian 시장(연간 6.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: UCB 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: UCB의 자본 수익률은 3년 후 19.3%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 17:46
종가2026/05/12 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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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

UCB SA는 40명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Charles PitmanBarclays
Brian BourdotBarclays
Charles PitmanBarclays