View ValuationSGL Carbon 향후 성장Future 기준 점검 3/6SGL Carbon 의 수익은 연간 1.9% 감소할 것으로 예상되는 반면, 연간 수익은 83.9% 로 증가할 것으로 예상됩니다. EPS는 연간 92.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.3% 로 예상됩니다.핵심 정보83.9%이익 성장률92.71%EPS 성장률Electrical 이익 성장16.7%매출 성장률-1.9%향후 자기자본이익률5.25%애널리스트 커버리지Low마지막 업데이트23 Feb 2026최근 향후 성장 업데이트공고 • Mar 20SGL Carbon SE Provides Consolidated Earnings Guidance for the Year 2026SGL Carbon SE provided consolidated earnings guidance for the year 2026. For the year, the company expects sales of between €720 million and €770 million (2025: €850.2 million).공고 • Mar 23SGL Carbon SE Provides Consolidated Earnings Guidance for the Fiscal Year 2025SGL Carbon SE provided consolidated earnings guidance for the fiscal year 2025. Based on assumptions regarding the development of the key sales markets, the company expects consolidated sales for fiscal year 2025, including all business units, to be slightly below the previous year (2024: €1,026.4 million).공고 • May 07SGL Carbon SE Provides Earnings Guidance for the Year 2023SGL Carbon SE provided earnings guidance for the year 2023. The company expects sales in 2023 on prior year level.모든 업데이트 보기Recent updates공고 • Apr 02SGL Carbon SE, Annual General Meeting, May 20, 2026SGL Carbon SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.공고 • Mar 20SGL Carbon SE Provides Consolidated Earnings Guidance for the Year 2026SGL Carbon SE provided consolidated earnings guidance for the year 2026. For the year, the company expects sales of between €720 million and €770 million (2025: €850.2 million).공고 • Nov 06+ 3 more updatesSGL Carbon SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026SGL Carbon SE announced that they will report fiscal year 2025 final results at 7:30 AM, Central European Standard Time on Mar 19, 2026공고 • Mar 27SGL Carbon SE, Annual General Meeting, May 21, 2025SGL Carbon SE, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time.공고 • Mar 23SGL Carbon SE Provides Consolidated Earnings Guidance for the Fiscal Year 2025SGL Carbon SE provided consolidated earnings guidance for the fiscal year 2025. Based on assumptions regarding the development of the key sales markets, the company expects consolidated sales for fiscal year 2025, including all business units, to be slightly below the previous year (2024: €1,026.4 million).공고 • Nov 19+ 3 more updatesSGL Carbon SE to Report First Half, 2025 Results on Aug 07, 2025SGL Carbon SE announced that they will report first half, 2025 results on Aug 07, 2025Reported Earnings • Mar 27Full year 2023 earnings released: EPS: €0.34 (vs €1.03 in FY 2022)Full year 2023 results: EPS: €0.34 (down from €1.03 in FY 2022). Revenue: €1.09b (down 4.1% from FY 2022). Net income: €41.0m (down 67% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electrical industry in Europe.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: €0.12 (vs €0.18 in 3Q 2022)Third quarter 2023 results: EPS: €0.12 (down from €0.18 in 3Q 2022). Revenue: €261.2m (down 14% from 3Q 2022). Net income: €15.3m (down 29% from 3Q 2022). Profit margin: 5.9% (down from 7.1% in 3Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electrical industry in Europe.New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 50% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).Reported Earnings • Aug 03Second quarter 2023 earnings released: €0.20 loss per share (vs €0.21 profit in 2Q 2022)Second quarter 2023 results: €0.20 loss per share (down from €0.21 profit in 2Q 2022). Revenue: €276.8m (flat on 2Q 2022). Net loss: €25.2m (down 197% from profit in 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Europe.공고 • May 07SGL Carbon SE Provides Earnings Guidance for the Year 2023SGL Carbon SE provided earnings guidance for the year 2023. The company expects sales in 2023 on prior year level.Reported Earnings • May 07First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €283.7m (up 4.7% from 1Q 2022). Net income: €15.2m (down 29% from 1Q 2022). Profit margin: 5.4% (down from 7.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electrical industry in Europe.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €9.34, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 65% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.49 per share.Reported Earnings • Mar 27Full year 2022 earnings released: EPS: €1.03 (vs €0.62 in FY 2021)Full year 2022 results: EPS: €1.03 (up from €0.62 in FY 2021). Revenue: €1.14b (up 13% from FY 2021). Net income: €125.4m (up 66% from FY 2021). Profit margin: 11% (up from 7.5% in FY 2021). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electrical industry in Europe.공고 • Feb 16SGL Carbon SE Announces Resignation of Susanne Klatten as Chairwoman of the Supervisory Board of the companySGL Carbon SE announced that Susanne Klatten will resign from her position as Chairwoman of the Supervisory Board of the company at the end of the next Annual General Meeting on May 9, 2023 for personal reasons and will thus leave the Supervisory Board of the Company before the end of her term of office. Klatten's commitment as the main shareholder of SGL Carbon remains unaffected by her personal decision to resign from the Supervisory Board, the company said. The company said it will initiate a succession process in a timely manner. It expects that a new member will be appointed to the Supervisory Board at the Annual General Meeting on May 9, 2023.Buying Opportunity • Feb 11Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €10.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.공고 • Dec 21SGL Carbon SE to Report Q3, 2023 Results on Nov 02, 2023SGL Carbon SE announced that they will report Q3, 2023 results at 7:30 AM, Central European Standard Time on Nov 02, 2023공고 • Dec 20+ 2 more updatesSGL Carbon SE to Report Q1, 2023 Results on May 05, 2023SGL Carbon SE announced that they will report Q1, 2023 results at 7:30 AM, Central European Standard Time on May 05, 2023Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: €0.18 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.18 (down from €0.20 in 3Q 2021). Revenue: €304.1m (up 23% from 3Q 2021). Net income: €21.6m (down 13% from 3Q 2021). Profit margin: 7.1% (down from 10.0% in 3Q 2021). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electrical industry in Europe.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.39, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €6.25 per share.Buying Opportunity • Sep 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be €7.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to decline by 28% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.67, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €0.22 (vs €0.096 in 2Q 2021)Second quarter 2022 results: EPS: €0.22 (up from €0.096 in 2Q 2021). Revenue: €278.9m (up 9.3% from 2Q 2021). Net income: €26.1m (up 121% from 2Q 2021). Profit margin: 9.4% (up from 4.6% in 2Q 2021). Over the next year, revenue is forecast to grow 4.6%, compared to a 12% growth forecast for the industry in Europe.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to €6.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €6.65 per share.Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 24% share price gain to €7.26, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €6.24 per share.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.18 (vs €0.05 in 1Q 2021)First quarter 2022 results: EPS: €0.18 (up from €0.05 in 1Q 2021). Revenue: €270.9m (up 12% from 1Q 2021). Net income: €21.4m (up 251% from 1Q 2021). Profit margin: 7.9% (up from 2.5% in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the industry in Europe.Buying Opportunity • Feb 11Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €7.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.6% per annum over the last 3 years. The company became loss making over the last 3 years.Buying Opportunity • Jan 24Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €7.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.6% per annum over the last 3 years. The company became loss making over the last 3 years.이익 및 매출 성장 예측BUL:SGL - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028850524093112/31/2027837503189312/31/2026805233590312/31/2025855-3536439/30/2025897-1642594N/A6/30/2025942-1411998N/A3/31/2025988-9924111N/A12/31/20241,026-8023120N/A9/30/20241,0496960155N/A6/30/20241,0678075166N/A3/31/20241,0783875167N/A12/31/20231,0894177164N/A9/30/20231,1046236116N/A6/30/20231,1476839114N/A3/31/20231,14911938103N/A12/31/20221,1361254294N/A9/30/20221,1171021167N/A6/30/20221,0601052174N/A3/31/20221,036914191N/A12/31/20211,0077564114N/A9/30/2021979-8690138N/A6/30/2021960-10189140N/A3/31/2021914-12271126N/A12/31/2020919-13368124N/A9/30/2020938-1942120N/A6/30/2020982-1141697N/A3/31/20201,045-103087N/A12/31/20191,087-90-3362N/A9/30/20191,094-76-4545N/A6/30/20191,0809N/A42N/A3/31/20191,07323N/A38N/A12/31/20181,04850N/A19N/A9/30/20181,00456N/A-43N/A6/30/201895453N/A-37N/A3/31/201890727N/A-45N/A12/31/2017860-16N/A-48N/A9/30/2017850-27N/A24N/A6/30/2017826-30N/A22N/A3/31/2017799-26N/A8N/A12/31/2016770-36N/A-14N/A9/30/2016753-60N/A-5N/A6/30/2016772-66N/A5N/A3/31/2016790-71N/A6N/A12/31/2015790-69N/A-40N/A9/30/2015947-99N/A-60N/A6/30/20151,077-106N/A-67N/A3/31/20151,204-123N/A-68N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SGL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: SGL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: SGL 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: SGL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.9%).고성장 매출: SGL 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: SGL의 자본 수익률은 3년 후 5.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/03/04 22:39종가2026/03/02 00:00수익2025/09/30연간 수익2024/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스SGL Carbon SE는 17명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Catharina ClaesBerenbergThomas JunghannsBerenbergAlexander VirgoBofA Global Research14명의 분석가 더 보기
공고 • Mar 20SGL Carbon SE Provides Consolidated Earnings Guidance for the Year 2026SGL Carbon SE provided consolidated earnings guidance for the year 2026. For the year, the company expects sales of between €720 million and €770 million (2025: €850.2 million).
공고 • Mar 23SGL Carbon SE Provides Consolidated Earnings Guidance for the Fiscal Year 2025SGL Carbon SE provided consolidated earnings guidance for the fiscal year 2025. Based on assumptions regarding the development of the key sales markets, the company expects consolidated sales for fiscal year 2025, including all business units, to be slightly below the previous year (2024: €1,026.4 million).
공고 • May 07SGL Carbon SE Provides Earnings Guidance for the Year 2023SGL Carbon SE provided earnings guidance for the year 2023. The company expects sales in 2023 on prior year level.
공고 • Apr 02SGL Carbon SE, Annual General Meeting, May 20, 2026SGL Carbon SE, Annual General Meeting, May 20, 2026, at 10:00 W. Europe Standard Time.
공고 • Mar 20SGL Carbon SE Provides Consolidated Earnings Guidance for the Year 2026SGL Carbon SE provided consolidated earnings guidance for the year 2026. For the year, the company expects sales of between €720 million and €770 million (2025: €850.2 million).
공고 • Nov 06+ 3 more updatesSGL Carbon SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026SGL Carbon SE announced that they will report fiscal year 2025 final results at 7:30 AM, Central European Standard Time on Mar 19, 2026
공고 • Mar 27SGL Carbon SE, Annual General Meeting, May 21, 2025SGL Carbon SE, Annual General Meeting, May 21, 2025, at 10:00 W. Europe Standard Time.
공고 • Mar 23SGL Carbon SE Provides Consolidated Earnings Guidance for the Fiscal Year 2025SGL Carbon SE provided consolidated earnings guidance for the fiscal year 2025. Based on assumptions regarding the development of the key sales markets, the company expects consolidated sales for fiscal year 2025, including all business units, to be slightly below the previous year (2024: €1,026.4 million).
공고 • Nov 19+ 3 more updatesSGL Carbon SE to Report First Half, 2025 Results on Aug 07, 2025SGL Carbon SE announced that they will report first half, 2025 results on Aug 07, 2025
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: €0.34 (vs €1.03 in FY 2022)Full year 2023 results: EPS: €0.34 (down from €1.03 in FY 2022). Revenue: €1.09b (down 4.1% from FY 2022). Net income: €41.0m (down 67% from FY 2022). Profit margin: 3.8% (down from 11% in FY 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electrical industry in Europe.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: €0.12 (vs €0.18 in 3Q 2022)Third quarter 2023 results: EPS: €0.12 (down from €0.18 in 3Q 2022). Revenue: €261.2m (down 14% from 3Q 2022). Net income: €15.3m (down 29% from 3Q 2022). Profit margin: 5.9% (down from 7.1% in 3Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electrical industry in Europe.
New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 50% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.9% net profit margin).
Reported Earnings • Aug 03Second quarter 2023 earnings released: €0.20 loss per share (vs €0.21 profit in 2Q 2022)Second quarter 2023 results: €0.20 loss per share (down from €0.21 profit in 2Q 2022). Revenue: €276.8m (flat on 2Q 2022). Net loss: €25.2m (down 197% from profit in 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Europe.
공고 • May 07SGL Carbon SE Provides Earnings Guidance for the Year 2023SGL Carbon SE provided earnings guidance for the year 2023. The company expects sales in 2023 on prior year level.
Reported Earnings • May 07First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €283.7m (up 4.7% from 1Q 2022). Net income: €15.2m (down 29% from 1Q 2022). Profit margin: 5.4% (down from 7.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electrical industry in Europe.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €9.34, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 65% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.49 per share.
Reported Earnings • Mar 27Full year 2022 earnings released: EPS: €1.03 (vs €0.62 in FY 2021)Full year 2022 results: EPS: €1.03 (up from €0.62 in FY 2021). Revenue: €1.14b (up 13% from FY 2021). Net income: €125.4m (up 66% from FY 2021). Profit margin: 11% (up from 7.5% in FY 2021). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electrical industry in Europe.
공고 • Feb 16SGL Carbon SE Announces Resignation of Susanne Klatten as Chairwoman of the Supervisory Board of the companySGL Carbon SE announced that Susanne Klatten will resign from her position as Chairwoman of the Supervisory Board of the company at the end of the next Annual General Meeting on May 9, 2023 for personal reasons and will thus leave the Supervisory Board of the Company before the end of her term of office. Klatten's commitment as the main shareholder of SGL Carbon remains unaffected by her personal decision to resign from the Supervisory Board, the company said. The company said it will initiate a succession process in a timely manner. It expects that a new member will be appointed to the Supervisory Board at the Annual General Meeting on May 9, 2023.
Buying Opportunity • Feb 11Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €10.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
공고 • Dec 21SGL Carbon SE to Report Q3, 2023 Results on Nov 02, 2023SGL Carbon SE announced that they will report Q3, 2023 results at 7:30 AM, Central European Standard Time on Nov 02, 2023
공고 • Dec 20+ 2 more updatesSGL Carbon SE to Report Q1, 2023 Results on May 05, 2023SGL Carbon SE announced that they will report Q1, 2023 results at 7:30 AM, Central European Standard Time on May 05, 2023
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: €0.18 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.18 (down from €0.20 in 3Q 2021). Revenue: €304.1m (up 23% from 3Q 2021). Net income: €21.6m (down 13% from 3Q 2021). Profit margin: 7.1% (down from 10.0% in 3Q 2021). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electrical industry in Europe.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.39, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €6.25 per share.
Buying Opportunity • Sep 16Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.7%. The fair value is estimated to be €7.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to decline by 28% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €7.67, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €0.22 (vs €0.096 in 2Q 2021)Second quarter 2022 results: EPS: €0.22 (up from €0.096 in 2Q 2021). Revenue: €278.9m (up 9.3% from 2Q 2021). Net income: €26.1m (up 121% from 2Q 2021). Profit margin: 9.4% (up from 4.6% in 2Q 2021). Over the next year, revenue is forecast to grow 4.6%, compared to a 12% growth forecast for the industry in Europe.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to €6.77, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €6.65 per share.
Valuation Update With 7 Day Price Move • Jun 08Investor sentiment improved over the past weekAfter last week's 24% share price gain to €7.26, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Electrical industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €6.24 per share.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.18 (vs €0.05 in 1Q 2021)First quarter 2022 results: EPS: €0.18 (up from €0.05 in 1Q 2021). Revenue: €270.9m (up 12% from 1Q 2021). Net income: €21.4m (up 251% from 1Q 2021). Profit margin: 7.9% (up from 2.5% in 1Q 2021). Over the next year, revenue is forecast to stay flat compared to a 17% growth forecast for the industry in Europe.
Buying Opportunity • Feb 11Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €7.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.6% per annum over the last 3 years. The company became loss making over the last 3 years.
Buying Opportunity • Jan 24Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €7.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.6% per annum over the last 3 years. The company became loss making over the last 3 years.