View ValuationMelexis 향후 성장Future 기준 점검 3/6Melexis (는) 각각 연간 14.8% 및 6.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 40.2% 로 예상됩니다.핵심 정보14.8%이익 성장률14.88%EPS 성장률Semiconductor 이익 성장21.8%매출 성장률6.8%향후 자기자본이익률40.23%애널리스트 커버리지Good마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.분석 기사 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...분석 기사 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.모든 업데이트 보기Recent updatesUpcoming Dividend • May 12Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 19 May 2026. Payment date: 21 May 2026. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.8%. Lower than top quartile of Belgian dividend payers (6.3%). Higher than average of industry peers (0.6%).Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.Reported Earnings • Apr 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.공시 • Apr 13Melexis NV, Annual General Meeting, May 12, 2026Melexis NV, Annual General Meeting, May 12, 2026, at 11:00 Romance Standard Time.Buy Or Sell Opportunity • Mar 25Now 26% overvaluedOver the last 90 days, the stock has fallen 5.8% to €53.40. The fair value is estimated to be €42.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.분석 기사 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...분석 기사 • Feb 07Melexis (EBR:MELE) Has Affirmed Its Dividend Of €1.68Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 21st of May. This makes the...New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Dividend yield: 6.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (5.6% average weekly change).Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.분석 기사 • Jan 03Melexis NV's (EBR:MELE) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 21.7x Melexis NV ( EBR:MELE ) may be sending bearish signals at the...New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 4.3% 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 High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Share price has been volatile over the past 3 months (4.3% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €60.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.58 per share.분석 기사 • Nov 28Does Melexis (EBR:MELE) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Nov 15Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights The projected fair value for Melexis is €54.64 based on 2 Stage Free Cash Flow to Equity With €55.65 share...New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Profit margins are more than 30% lower than last year (13% net profit margin).Reported Earnings • Nov 02Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: €0.68 (down from €1.27 in 3Q 2024). Revenue: €215.3m (down 13% from 3Q 2024). Net income: €27.5m (down 46% from 3Q 2024). Profit margin: 13% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.0% to €65.20. The fair value is estimated to be €54.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 5.5%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공시 • Oct 29+ 3 more updatesMelexis NV to Report Fiscal Year 2026 Results on Feb 03, 2027Melexis NV announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Feb 03, 2027분석 기사 • Oct 23Returns On Capital At Melexis (EBR:MELE) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...분석 기사 • Oct 09Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91Melexis NV's ( EBR:MELE ) investors are due to receive a payment of €0.91 per share on 16th of October. This means the...Declared Dividend • Oct 08First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 14th October 2025 Payment date: 16th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio) nor is it covered by cash flows (158% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 27% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.분석 기사 • Sep 11At €66.95, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?While Melexis NV ( EBR:MELE ) might not have the largest market cap around , it saw a decent share price growth of 14...분석 기사 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €0.94 (down from €1.22 in 2Q 2024). Revenue: €211.6m (down 14% from 2Q 2024). Net income: €37.8m (down 23% from 2Q 2024). Profit margin: 18% (down from 20% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.분석 기사 • Jul 09Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.분석 기사 • Jun 26Is Melexis (EBR:MELE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • May 16Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 6.1%. Lower than top quartile of Belgian dividend payers (6.6%). Higher than average of industry peers (1.0%).분석 기사 • May 13Earnings Not Telling The Story For Melexis NV (EBR:MELE) After Shares Rise 32%Melexis NV ( EBR:MELE ) shareholders would be excited to see that the share price has had a great month, posting a 32...분석 기사 • May 07Shareholders May Be Wary Of Increasing Melexis NV's (EBR:MELE) CEO Compensation PackageKey Insights Melexis to hold its Annual General Meeting on 13th of May Total pay for CEO Marc Biron includes €385.0k...분석 기사 • May 04Melexis (EBR:MELE) Is Due To Pay A Dividend Of €1.68The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 22nd of May...Declared Dividend • May 02Dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 20th May 2025 Payment date: 22nd May 2025 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • Apr 14Melexis NV, Annual General Meeting, May 13, 2025Melexis NV, Annual General Meeting, May 13, 2025, at 11:00 Romance Standard Time.분석 기사 • Apr 06Under The Bonnet, Melexis' (EBR:MELE) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...분석 기사 • Mar 23Melexis NV's (EBR:MELE) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Melexis NV's ( EBR:MELE ) price-to-earnings (or "P/E") ratio of 13.2x is worth a...분석 기사 • Mar 09At €58.75, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw significant share price movement during...분석 기사 • Feb 08Melexis NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that Melexis NV ( EBR:MELE ) filed its annual result this time last week. The early...Reported Earnings • Feb 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • Feb 07+ 1 more updateMelexis Nv Proposes Final Dividend for 2024The Board of Directors of Melexis NV approved on February 3, 2025 to propose to the Annual Shareholders' Meeting to pay out over the result of 2024, a total dividend of EUR 3.7 gross per share. This amount contains an interim dividend of EUR 1.3 per share, which was paid in October '24 and a final dividend of EUR 2.4 per share, which will be payable after approval of the Annual Shareholders' Meeting. The Melexis shares will start trading ex coupon on May 2025 and the record date is May 21, 2025.Price Target Changed • Feb 06Price target decreased by 7.1% to €70.27Down from €75.64, the current price target is an average from 11 analysts. New target price is 30% above last closing price of €54.25. Stock is down 33% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.분석 기사 • Feb 04Is Melexis (EBR:MELE) 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 • Jan 08Is Melexis NV (EBR:MELE) Trading At A 44% Discount?Key Insights Melexis' estimated fair value is €104 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Dec 26Melexis (EBR:MELE) Knows How To Allocate Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Nov 29Improved Earnings Required Before Melexis NV (EBR:MELE) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 11.3x Melexis NV ( EBR:MELE ) may be sending bullish signals at the...Price Target Changed • Nov 14Price target decreased by 10% to €77.55Down from €86.29, the current price target is an average from 11 analysts. New target price is 34% above last closing price of €57.80. Stock is down 29% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.Price Target Changed • Nov 03Price target decreased by 7.3% to €83.56Down from €90.11, the current price target is an average from 11 analysts. New target price is 39% above last closing price of €59.95. Stock is down 18% over the past year. The company is forecast to post earnings per share of €4.47 for next year compared to €5.18 last year.Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: €1.27 (down from €1.41 in 3Q 2023). Revenue: €247.9m (flat on 3Q 2023). Net income: €51.2m (down 10.0% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.분석 기사 • Oct 31These 4 Measures Indicate That Melexis (EBR:MELE) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • Oct 30+ 3 more updatesMelexis NV to Report Q3, 2025 Results on Oct 29, 2025Melexis NV announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 29, 2025분석 기사 • Oct 11Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €0.91 per share on the 17th of...Declared Dividend • Oct 10First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 15th October 2024 Payment date: 17th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Oct 01Should You Think About Buying Melexis NV (EBR:MELE) Now?Melexis NV ( EBR:MELE ), might not be a large cap stock, but it received a lot of attention from a substantial price...Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Marc Biron was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Aug 31Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsMelexis NV's ( EBR:MELE ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...분석 기사 • Aug 19There's Reason For Concern Over Melexis NV's (EBR:MELE) PriceWith a median price-to-earnings (or "P/E") ratio of close to 16x in Belgium, you could be forgiven for feeling...분석 기사 • Aug 02Earnings Update: Melexis NV (EBR:MELE) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsMelexis NV ( EBR:MELE ) last week reported its latest quarterly results, which makes it a good time for investors to...Reported Earnings • Aug 02Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: €1.21 (down from €1.28 in 2Q 2023). Revenue: €245.7m (up 3.8% from 2Q 2023). Net income: €49.1m (down 5.5% from 2Q 2023). Profit margin: 20% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.분석 기사 • Jul 04A Look At The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €83.32 based on 2 Stage Free Cash Flow to Equity With €82.70 share price...분석 기사 • Jun 20Is There Now An Opportunity In Melexis NV (EBR:MELE)?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw a decent share price growth of 19% on the...분석 기사 • Jun 07Melexis (EBR:MELE) Knows How To Allocate CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • May 22Melexis (EBR:MELE) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 08Shareholders Will Probably Be Cautious Of Increasing Melexis NV's (EBR:MELE) CEO Compensation At The MomentKey Insights Melexis' Annual General Meeting to take place on 14th of May Total pay for CEO Marc Biron includes €381.7k...Upcoming Dividend • May 08Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of Belgian dividend payers (6.9%). Higher than average of industry peers (0.8%).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €82.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian 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 High level of non-cash earnings (55% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change).Reported Earnings • Apr 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.19 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.분석 기사 • Mar 27Calculating The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €81.96 based on 2 Stage Free Cash Flow to Equity With €75.45 share price...분석 기사 • Mar 14At €78.60, Is Melexis NV (EBR:MELE) Worth Looking At Closely?Melexis NV ( EBR:MELE ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Feb 28Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...분석 기사 • Feb 15Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Melexis NV ( EBR:MELE ) were solid, but the stock didn't move as much as we expected. We...Declared Dividend • Feb 11Final dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.18 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Feb 07Melexis NV, Annual General Meeting, May 14, 2024Melexis NV, Annual General Meeting, May 14, 2024.분석 기사 • Jan 02Melexis (EBR:MELE) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 09What Does Melexis NV's (EBR:MELE) Share Price Indicate?Melexis NV ( EBR:MELE ), is not the largest company out there, but it led the ENXTBR gainers with a relatively large...분석 기사 • Nov 27Here's Why Melexis (EBR:MELE) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Nov 15Melexis (EBR:MELE) Knows How To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Nov 03Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €88.88 based on 2 Stage Free Cash Flow to Equity With €72.30 share price...Buying Opportunity • Oct 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €87.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period.Reported Earnings • Oct 26Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: €1.41 (up from €1.21 in 3Q 2022). Revenue: €248.6m (up 13% from 3Q 2022). Net income: €56.8m (up 17% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Oct 26+ 3 more updatesMelexis NV to Report Q2, 2024 Results on Jul 31, 2024Melexis NV announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Jul 31, 2024분석 기사 • Oct 10Melexis' (EBR:MELE) Dividend Will Be €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...Upcoming Dividend • Oct 10Upcoming dividend of €0.91 per share at 4.3% yieldEligible shareholders must have bought the stock before 17 October 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of Belgian dividend payers (7.8%). Higher than average of industry peers (1.0%).분석 기사 • Sep 26Melexis (EBR:MELE) Is Due To Pay A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...분석 기사 • Sep 17Does Melexis (EBR:MELE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...이익 및 매출 성장 예측ENXTBR:MELE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,0101821932531312/31/20279351551862391412/31/2026853120228268143/31/2026843111166199N/A12/31/202584011397126N/A9/30/202582310893126N/A6/30/202585513295134N/A3/31/2025889143127169N/A12/31/2024933171120173N/A9/30/2024986203101169N/A6/30/202498720967150N/A3/31/2024978211-913N/A12/31/2023964209-923N/A9/30/2023938212-747N/A6/30/2023909204-2142N/A3/31/2023881199132184N/A12/31/2022836197148188N/A9/30/2022779178158194N/A6/30/2022722166124161N/A3/31/2022672152105140N/A12/31/2021644131103142N/A9/30/202162512295132N/A6/30/202158410092123N/A3/31/20215257680109N/A12/31/2020508697196N/A9/30/2020487617295N/A6/30/20204896181104N/A3/31/20205096775101N/A12/31/201948760N/A94N/A9/30/201950173N/A105N/A6/30/201952588N/A96N/A3/31/2019547101N/A98N/A12/31/2018569115N/A100N/A9/30/2018560114N/A78N/A6/30/2018541112N/A89N/A3/31/2018527114N/A106N/A12/31/2017512111N/A113N/A9/30/2017499109N/A116N/A6/30/2017486107N/A96N/A3/31/201747099N/A108N/A12/31/201645696N/A108N/A9/30/201643993N/A116N/A6/30/201642693N/A134N/A3/31/201641595N/A127N/A12/31/201540099N/A115N/A9/30/201538697N/A109N/A6/30/201537197N/A103N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MELE 의 연간 예상 수익 증가율(14.8%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: MELE 의 연간 수익(14.8%)이 Belgian 시장(13.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MELE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MELE 의 수익(연간 6.8%)이 Belgian 시장(연간 7.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MELE 의 수익(연간 6.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MELE의 자본 수익률은 3년 후 40.2%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/05 23:24종가2026/06/05 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 소스Melexis NV는 20명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tammy QiuBerenbergTrion ReidBerenbergAnna PatriceBerenberg17명의 분석가 더 보기
Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.
Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.
분석 기사 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...
분석 기사 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...
Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.
Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.
Upcoming Dividend • May 12Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 19 May 2026. Payment date: 21 May 2026. The company is paying out more than 100% of its profits and is paying out 88% of its cash flow. Trailing yield: 4.8%. Lower than top quartile of Belgian dividend payers (6.3%). Higher than average of industry peers (0.6%).
Price Target Changed • May 04Price target increased by 7.2% to €68.29Up from €63.68, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €71.35. Stock is up 32% over the past year. The company is forecast to post earnings per share of €2.97 for next year compared to €2.78 last year.
Reported Earnings • Apr 14Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.
공시 • Apr 13Melexis NV, Annual General Meeting, May 12, 2026Melexis NV, Annual General Meeting, May 12, 2026, at 11:00 Romance Standard Time.
Buy Or Sell Opportunity • Mar 25Now 26% overvaluedOver the last 90 days, the stock has fallen 5.8% to €53.40. The fair value is estimated to be €42.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Price Target Changed • Feb 09Price target decreased by 8.2% to €65.75Down from €71.64, the current price target is an average from 14 analysts. New target price is 18% above last closing price of €55.70. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of €3.17 for next year compared to €2.78 last year.
분석 기사 • Feb 08Melexis NV (EBR:MELE) Yearly Results: Here's What Analysts Are Forecasting For This YearIt's been a sad week for Melexis NV ( EBR:MELE ), who've watched their investment drop 16% to €53.25 in the week since...
분석 기사 • Feb 07Melexis (EBR:MELE) Has Affirmed Its Dividend Of €1.68Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 21st of May. This makes the...
New Risk • Feb 06New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Dividend yield: 6.9% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 133% Cash payout ratio: 153% Minor Risks High level of debt (58% net debt to equity). Share price has been volatile over the past 3 months (5.6% average weekly change).
Reported Earnings • Feb 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €2.78 (down from €4.24 in FY 2024). Revenue: €839.6m (down 10.0% from FY 2024). Net income: €112.5m (down 34% from FY 2024). Profit margin: 13% (down from 18% in FY 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year.
분석 기사 • Jan 03Melexis NV's (EBR:MELE) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 21.7x Melexis NV ( EBR:MELE ) may be sending bearish signals at the...
New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 4.3% 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 High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Share price has been volatile over the past 3 months (4.3% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin).
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €60.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.58 per share.
분석 기사 • Nov 28Does Melexis (EBR:MELE) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Nov 15Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights The projected fair value for Melexis is €54.64 based on 2 Stage Free Cash Flow to Equity With €55.65 share...
New Risk • Nov 02New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 13% Last year net profit margin: 21% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (160% cash payout ratio). Profit margins are more than 30% lower than last year (13% net profit margin).
Reported Earnings • Nov 02Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: €0.68 (down from €1.27 in 3Q 2024). Revenue: €215.3m (down 13% from 3Q 2024). Net income: €27.5m (down 46% from 3Q 2024). Profit margin: 13% (down from 21% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Oct 30Now 20% overvaluedOver the last 90 days, the stock has fallen 2.0% to €65.20. The fair value is estimated to be €54.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has declined by 5.5%. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공시 • Oct 29+ 3 more updatesMelexis NV to Report Fiscal Year 2026 Results on Feb 03, 2027Melexis NV announced that they will report fiscal year 2026 results at 7:00 AM, Central European Standard Time on Feb 03, 2027
분석 기사 • Oct 23Returns On Capital At Melexis (EBR:MELE) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 • Oct 09Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91Melexis NV's ( EBR:MELE ) investors are due to receive a payment of €0.91 per share on 16th of October. This means the...
Declared Dividend • Oct 08First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 14th October 2025 Payment date: 16th October 2025 Dividend yield will be 3.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (115% earnings payout ratio) nor is it covered by cash flows (158% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 27% to bring the payout ratio under control. EPS is expected to grow by 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
분석 기사 • Sep 11At €66.95, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?While Melexis NV ( EBR:MELE ) might not have the largest market cap around , it saw a decent share price growth of 14...
분석 기사 • Aug 02Melexis NV Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Melexis NV ( EBR:MELE ) came out with a strong set of half-yearly numbers that could potentially lead to a...
Reported Earnings • Aug 01Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €0.94 (down from €1.22 in 2Q 2024). Revenue: €211.6m (down 14% from 2Q 2024). Net income: €37.8m (down 23% from 2Q 2024). Profit margin: 18% (down from 20% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
Price Target Changed • Jul 09Price target increased by 8.2% to €74.14Up from €68.50, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €73.40. Stock is down 12% over the past year. The company is forecast to post earnings per share of €2.95 for next year compared to €4.24 last year.
분석 기사 • Jul 09Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Price Target Changed • Jul 02Price target increased by 7.9% to €71.95Up from €66.68, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of €70.50. Stock is down 15% over the past year. The company is forecast to post earnings per share of €2.94 for next year compared to €4.24 last year.
분석 기사 • Jun 26Is Melexis (EBR:MELE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • May 16Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 22 May 2025. Payout ratio is on the higher end at 87%, and the cash payout ratio is above 100%. Trailing yield: 6.1%. Lower than top quartile of Belgian dividend payers (6.6%). Higher than average of industry peers (1.0%).
분석 기사 • May 13Earnings Not Telling The Story For Melexis NV (EBR:MELE) After Shares Rise 32%Melexis NV ( EBR:MELE ) shareholders would be excited to see that the share price has had a great month, posting a 32...
분석 기사 • May 07Shareholders May Be Wary Of Increasing Melexis NV's (EBR:MELE) CEO Compensation PackageKey Insights Melexis to hold its Annual General Meeting on 13th of May Total pay for CEO Marc Biron includes €385.0k...
분석 기사 • May 04Melexis (EBR:MELE) Is Due To Pay A Dividend Of €1.68The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €1.68 per share on the 22nd of May...
Declared Dividend • May 02Dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 20th May 2025 Payment date: 22nd May 2025 Dividend yield will be 4.7%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but not covered by cash flows (118% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • Apr 14Melexis NV, Annual General Meeting, May 13, 2025Melexis NV, Annual General Meeting, May 13, 2025, at 11:00 Romance Standard Time.
분석 기사 • Apr 06Under The Bonnet, Melexis' (EBR:MELE) Returns Look ImpressiveTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
분석 기사 • Mar 23Melexis NV's (EBR:MELE) Shares May Have Run Too Fast Too SoonThere wouldn't be many who think Melexis NV's ( EBR:MELE ) price-to-earnings (or "P/E") ratio of 13.2x is worth a...
분석 기사 • Mar 09At €58.75, Is It Time To Put Melexis NV (EBR:MELE) On Your Watch List?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 • Feb 08Melexis NV Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that Melexis NV ( EBR:MELE ) filed its annual result this time last week. The early...
Reported Earnings • Feb 07Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.24 (down from €5.19 in FY 2023). Revenue: €932.8m (down 3.3% from FY 2023). Net income: €171.4m (down 18% from FY 2023). Profit margin: 18% (down from 22% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.8%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • Feb 07+ 1 more updateMelexis Nv Proposes Final Dividend for 2024The Board of Directors of Melexis NV approved on February 3, 2025 to propose to the Annual Shareholders' Meeting to pay out over the result of 2024, a total dividend of EUR 3.7 gross per share. This amount contains an interim dividend of EUR 1.3 per share, which was paid in October '24 and a final dividend of EUR 2.4 per share, which will be payable after approval of the Annual Shareholders' Meeting. The Melexis shares will start trading ex coupon on May 2025 and the record date is May 21, 2025.
Price Target Changed • Feb 06Price target decreased by 7.1% to €70.27Down from €75.64, the current price target is an average from 11 analysts. New target price is 30% above last closing price of €54.25. Stock is down 33% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.
분석 기사 • Feb 04Is Melexis (EBR:MELE) 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 • Jan 08Is Melexis NV (EBR:MELE) Trading At A 44% Discount?Key Insights Melexis' estimated fair value is €104 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Dec 26Melexis (EBR:MELE) Knows How To Allocate Capital EffectivelyWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Nov 29Improved Earnings Required Before Melexis NV (EBR:MELE) Shares Find Their FeetWith a price-to-earnings (or "P/E") ratio of 11.3x Melexis NV ( EBR:MELE ) may be sending bullish signals at the...
Price Target Changed • Nov 14Price target decreased by 10% to €77.55Down from €86.29, the current price target is an average from 11 analysts. New target price is 34% above last closing price of €57.80. Stock is down 29% over the past year. The company is forecast to post earnings per share of €4.50 for next year compared to €5.18 last year.
Price Target Changed • Nov 03Price target decreased by 7.3% to €83.56Down from €90.11, the current price target is an average from 11 analysts. New target price is 39% above last closing price of €59.95. Stock is down 18% over the past year. The company is forecast to post earnings per share of €4.47 for next year compared to €5.18 last year.
Reported Earnings • Nov 01Third quarter 2024 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2024 results: EPS: €1.27 (down from €1.41 in 3Q 2023). Revenue: €247.9m (flat on 3Q 2023). Net income: €51.2m (down 10.0% from 3Q 2023). Profit margin: 21% (down from 23% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 31These 4 Measures Indicate That Melexis (EBR:MELE) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • Oct 30+ 3 more updatesMelexis NV to Report Q3, 2025 Results on Oct 29, 2025Melexis NV announced that they will report Q3, 2025 results at 7:00 AM, Central European Standard Time on Oct 29, 2025
분석 기사 • Oct 11Melexis (EBR:MELE) Is Paying Out A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend of €0.91 per share on the 17th of...
Declared Dividend • Oct 10First half dividend of €0.91 announcedShareholders will receive a dividend of €0.91. Ex-date: 15th October 2024 Payment date: 17th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (214% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Oct 01Should You Think About Buying Melexis NV (EBR:MELE) Now?Melexis NV ( EBR:MELE ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. MD, CEO & Director Marc Biron was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Aug 31Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsMelexis NV's ( EBR:MELE ) healthy profit numbers didn't contain any surprises for investors. We think this is due to...
분석 기사 • Aug 19There's Reason For Concern Over Melexis NV's (EBR:MELE) PriceWith a median price-to-earnings (or "P/E") ratio of close to 16x in Belgium, you could be forgiven for feeling...
분석 기사 • Aug 02Earnings Update: Melexis NV (EBR:MELE) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsMelexis NV ( EBR:MELE ) last week reported its latest quarterly results, which makes it a good time for investors to...
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: €1.21 (down from €1.28 in 2Q 2023). Revenue: €245.7m (up 3.8% from 2Q 2023). Net income: €49.1m (down 5.5% from 2Q 2023). Profit margin: 20% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
분석 기사 • Jul 04A Look At The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €83.32 based on 2 Stage Free Cash Flow to Equity With €82.70 share price...
분석 기사 • Jun 20Is There Now An Opportunity In Melexis NV (EBR:MELE)?Melexis NV ( EBR:MELE ), is not the largest company out there, but it saw a decent share price growth of 19% on the...
분석 기사 • Jun 07Melexis (EBR:MELE) Knows How To Allocate CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • May 22Melexis (EBR:MELE) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 08Shareholders Will Probably Be Cautious Of Increasing Melexis NV's (EBR:MELE) CEO Compensation At The MomentKey Insights Melexis' Annual General Meeting to take place on 14th of May Total pay for CEO Marc Biron includes €381.7k...
Upcoming Dividend • May 08Upcoming dividend of €1.68 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 17 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of Belgian dividend payers (6.9%). Higher than average of industry peers (0.8%).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €82.80, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 2.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian 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 High level of non-cash earnings (55% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.9% average weekly change).
Reported Earnings • Apr 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.19 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 27Calculating The Fair Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €81.96 based on 2 Stage Free Cash Flow to Equity With €75.45 share price...
분석 기사 • Mar 14At €78.60, Is Melexis NV (EBR:MELE) Worth Looking At Closely?Melexis NV ( EBR:MELE ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 • Feb 28Many Would Be Envious Of Melexis' (EBR:MELE) Excellent Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
분석 기사 • Feb 15Melexis' (EBR:MELE) Solid Earnings May Rest On Weak FoundationsThe recent earnings posted by Melexis NV ( EBR:MELE ) were solid, but the stock didn't move as much as we expected. We...
Declared Dividend • Feb 11Final dividend of €1.68 announcedShareholders will receive a dividend of €1.68. Ex-date: 15th May 2024 Payment date: 17th May 2024 Dividend yield will be 3.2%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €5.18 (up from €4.88 in FY 2022). Revenue: €964.3m (up 15% from FY 2022). Net income: €209.5m (up 6.2% from FY 2022). Profit margin: 22% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Feb 07Melexis NV, Annual General Meeting, May 14, 2024Melexis NV, Annual General Meeting, May 14, 2024.
분석 기사 • Jan 02Melexis (EBR:MELE) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Dec 09What Does Melexis NV's (EBR:MELE) Share Price Indicate?Melexis NV ( EBR:MELE ), is not the largest company out there, but it led the ENXTBR gainers with a relatively large...
분석 기사 • Nov 27Here's Why Melexis (EBR:MELE) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Nov 15Melexis (EBR:MELE) Knows How To Allocate CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Nov 03Calculating The Intrinsic Value Of Melexis NV (EBR:MELE)Key Insights Melexis' estimated fair value is €88.88 based on 2 Stage Free Cash Flow to Equity With €72.30 share price...
Buying Opportunity • Oct 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €87.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period.
Reported Earnings • Oct 26Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: €1.41 (up from €1.21 in 3Q 2022). Revenue: €248.6m (up 13% from 3Q 2022). Net income: €56.8m (up 17% from 3Q 2022). Profit margin: 23% (in line with 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.4%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Oct 26+ 3 more updatesMelexis NV to Report Q2, 2024 Results on Jul 31, 2024Melexis NV announced that they will report Q2, 2024 results at 7:00 AM, Central European Standard Time on Jul 31, 2024
분석 기사 • Oct 10Melexis' (EBR:MELE) Dividend Will Be €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...
Upcoming Dividend • Oct 10Upcoming dividend of €0.91 per share at 4.3% yieldEligible shareholders must have bought the stock before 17 October 2023. Payment date: 19 October 2023. Payout ratio is a comfortable 69% but the company is not cash flow positive. Trailing yield: 4.3%. Lower than top quartile of Belgian dividend payers (7.8%). Higher than average of industry peers (1.0%).
분석 기사 • Sep 26Melexis (EBR:MELE) Is Due To Pay A Dividend Of €0.91The board of Melexis NV ( EBR:MELE ) has announced that it will pay a dividend on the 19th of October, with investors...
분석 기사 • Sep 17Does Melexis (EBR:MELE) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...