BKW AG

SWX:BKW 주식 리포트

시가총액: CHF 8.1b

BKW 향후 성장

Future 기준 점검 1/6

BKW (는) 각각 연간 8.6% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.1% 로 예상됩니다.

핵심 정보

8.6%

이익 성장률

7.30%

EPS 성장률

Electric Utilities 이익 성장8.0%
매출 성장률3.0%
향후 자기자본이익률9.09%
애널리스트 커버리지

Low

마지막 업데이트30 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 06

BKW: Neutral Outlook Will Center On CHF 160 Level And Execution

Narrative Update on BKW The analyst price target for BKW has shifted from CHF 163.64 to CHF 164.48, with analysts pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, alongside fresh Neutral coverage and a CHF 160 price target from recent Street research. Analyst Commentary Recent research coverage sets a CHF 160 price target alongside a Neutral stance, which sits just below the updated analyst fair value assumptions for BKW.
내러티브 업데이트 • Apr 21

BKW: Neutral Stance Highlights CHF 160 Level And Execution Risks

Narrative Update on BKW The analyst price target for BKW is now CHF 160. This level is supported by recent coverage where analysts collectively point to a more cautious stance on the shares while maintaining a broadly neutral view.
내러티브 업데이트 • Apr 06

BKW: Neutral Outlook Balances Earnings Reset With Modest P/E Expectations

Narrative Update The analyst price target for BKW is updated to CHF 163.64 from CHF 162.81. Analysts point to refined assumptions on long term revenue growth, slightly higher projected profit margins, and a modestly higher future P/E multiple as key drivers behind the change.
내러티브 업데이트 • Mar 23

BKW: Neutral Stance On Earnings Reset And Moderating Future P/E

The analyst price target for BKW has shifted slightly to CHF 160 as analysts factor in updated assumptions around revenue growth, margins, and a lower future P/E, while keeping discount rate expectations unchanged and referencing recent Neutral coverage and downgrades. Analyst Commentary Bullish Takeaways Bullish analysts see the CHF 160 price target as consistent with a view that BKW can still execute on its revenue and margin assumptions, even with a lower future P/E embedded in their models.
내러티브 업데이트 • Mar 08

BKW: Higher Future P/E And Reset EBIT Guidance Will Drive Re Rating

Narrative Update on BKW Analysts have trimmed their price target on BKW to about CHF 165 from around CHF 170. They cited more cautious assumptions on revenue growth and profit margins, partly offset by a higher expected future P/E multiple and recent neutral to cautious coverage from the Street.
내러티브 업데이트 • Feb 22

BKW: Reset EBIT Guidance Will Support Re Rating Potential

Analysts have trimmed their price target on BKW to CHF169.76. The shift reflects a more cautious stance on the shares following recent research that has turned more bearish on the name.
내러티브 업데이트 • Feb 07

BKW: Rebased EBIT Guidance Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for BKW from CHF 182.38 to about CHF 169.76, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E. This aligns with more cautious recent Street research, including a downgrade from Kepler Cheuvreux.
내러티브 업데이트 • Jan 23

B9W: Neutral Ratings And Lower Power Prices Will Shape Upside Potential

Narrative Update on BKW Analysts have trimmed their price targets on BKW, with our updated fair value moving from CHF 193 to about CHF 182. They point to downside risk to consensus estimates in a low power price environment and reflect more cautious views following recent downgrades to Neutral by several firms.
분석 기사 • Dec 28

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Dec 12

BKW AG's (VTX:BKW) Share Price Could Signal Some Risk

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.8x right now seems quite...
분석 기사 • Nov 27

We Like These Underlying Return On Capital Trends At BKW (VTX:BKW)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
분석 기사 • Oct 09

Are Investors Undervaluing BKW AG (VTX:BKW) By 31%?

Key Insights BKW's estimated fair value is CHF256 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Sep 24

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 • Sep 24

Grimsel Dam Approval Will Boost Future Energy Production

The consensus analyst price target for BKW has been modestly raised to CHF193.00, reflecting minor improvements in both future P/E and net profit margin. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target has risen slightly from CHF188.00 to CHF193.00.
분석 기사 • Sep 09

BKW AG's (VTX:BKW) Share Price Not Quite Adding Up

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.7x right now seems quite...
내러티브 업데이트 • Aug 27

Grimsel Dam Approval Will Boost Future Energy Production

The upward revision in BKW’s consensus price target is primarily driven by a substantial increase in forecast revenue growth and a modest improvement in net profit margins, resulting in a new fair value of CHF188.00. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF185.00 to CHF188.00.
분석 기사 • Aug 11

Here's Why BKW (VTX:BKW) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Jul 11

BKW (VTX:BKW) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
분석 기사 • Jun 13

A Look At The Intrinsic Value Of BKW AG (VTX:BKW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, BKW fair value estimate is CHF197 BKW's CHF173 share price...
분석 기사 • May 26

These 4 Measures Indicate That BKW (VTX:BKW) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • May 12

Does BKW (VTX:BKW) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
새 내러티브 • Feb 09

Grimsel Dam Approval Will Boost Future Energy Production

Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth.

이익 및 매출 성장 예측

SWX:BKW - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20284,7474762657884
12/31/20274,6114241607265
12/31/20264,6294762327234
12/31/20254,297357291686N/A
9/30/20254,424408284708N/A
6/30/20254,552459277730N/A
3/31/20254,599541284735N/A
12/31/20244,646622291739N/A
9/30/20244,501562126561N/A
6/30/20244,355501-39384N/A
3/31/20244,353489155544N/A
12/31/20234,351478350704N/A
9/30/20234,740648575887N/A
6/30/20235,1298188001,070N/A
3/31/20235,134684636900N/A
12/31/20225,138550472730N/A
9/30/20224,603358132383N/A
6/30/20224,067167-20837N/A
3/31/20223,761236-21925N/A
12/31/20213,456305-23014N/A
9/30/20213,306380-39206N/A
6/30/20213,156455152397N/A
3/31/20213,083409231463N/A
12/31/20203,010362310530N/A
9/30/20202,969332344563N/A
6/30/20202,928303377597N/A
3/31/20202,855347306533N/A
12/31/20192,782391235469N/A
9/30/20192,734325N/A435N/A
6/30/20192,685259N/A401N/A
3/31/20192,643223N/A387N/A
12/31/20182,600186N/A373N/A
9/30/20182,520226N/AN/AN/A
6/30/20182,440265N/A381N/A
3/31/20182,426260N/A437N/A
12/31/20172,413255N/A493N/A
9/30/20172,421279N/AN/AN/A
6/30/20172,429302N/A514N/A
3/31/20172,397307N/A436N/A
12/31/20162,366312N/A358N/A
9/30/20162,432295N/A418N/A
6/30/20162,499277N/A478N/A
3/31/20162,545277N/A527N/A
12/31/20152,592277N/A576N/A
9/30/20152,607297N/A545N/A
6/30/20152,622317N/A515N/A

애널리스트 향후 성장 전망

수입 대 저축률: BKW 의 연간 예상 수익 증가율(8.6%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: BKW 의 연간 수익(8.6%)이 Swiss 시장(10.7%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: BKW 의 수익(연간 3%)이 Swiss 시장(연간 4.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BKW 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BKW의 자본 수익률은 3년 후 9.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 03:01
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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

산업 및 섹터 지표

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

분석가 소스

BKW AG는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter RothenaicherBaader Helvea Equity Research
Rene RückertBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research