View ValuationNovem Group 향후 성장Future 기준 점검 3/6Novem Group (는) 각각 연간 23.3% 및 1.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.1% 로 예상됩니다.핵심 정보23.3%이익 성장률27.79%EPS 성장률Auto Components 이익 성장58.5%매출 성장률1.6%향후 자기자본이익률18.10%애널리스트 커버리지Low마지막 업데이트01 Jun 2026최근 향후 성장 업데이트Price Target Changed • Jun 01Price target increased by 34% to €14.30Up from €10.70, the current price target is an average from 2 analysts. New target price is 430% above last closing price of €2.70. Stock is down 37% over the past year.Price Target Changed • Jun 20Price target decreased by 12% to €12.45Down from €14.18, the current price target is an average from 4 analysts. New target price is 145% above last closing price of €5.08. Stock is down 45% over the past year.Price Target Changed • Jul 01Price target increased by 8.8% to €17.22Up from €15.82, the current price target is an average from 5 analysts. New target price is 66% above last closing price of €10.35. Stock is up 33% over the past year.Price Target Changed • Mar 28Price target decreased by 7.6% to €15.82Down from €17.13, the current price target is an average from 5 analysts. New target price is 65% above last closing price of €9.58. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of €1.07 for next year compared to €1.02 last year.Price Target Changed • Feb 01Price target increased by 8.3% to €16.17Up from €14.93, the current price target is an average from 3 analysts. New target price is 95% above last closing price of €8.30. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.46 for next year compared to €1.02 last year.Major Estimate Revision • Dec 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from €683.6m to €711.5m. EPS estimate fell from €1.75 to €1.46 per share. Net income forecast to grow 31% next year vs 30% growth forecast for Auto Components industry in Germany. Consensus price target of €15.68 unchanged from last update. Share price rose 8.8% to €8.16 over the past week.모든 업데이트 보기Recent updatesNew Risk • Jun 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% 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 High level of debt (80% net debt to equity). Large one-off items impacting financial results.Price Target Changed • Jun 01Price target increased by 34% to €14.30Up from €10.70, the current price target is an average from 2 analysts. New target price is 430% above last closing price of €2.70. Stock is down 37% over the past year.Reported Earnings • May 29Full year 2026 earnings releasedFull year 2026 results: Revenue: €522.6m (down 3.5% from FY 2025). Net income: €11.3m (up 1.5% from FY 2025). Profit margin: 2.2% (in line with FY 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Auto Components industry in Germany.공시 • Jan 29+ 4 more updatesNovem Group S.A. to Report Fiscal Year 2027 Results on Jun 17, 2027Novem Group S.A. announced that they will report fiscal year 2027 results on Jun 17, 2027공시 • Jul 07Novem Group S.A. to Report First Half, 2026 Results on Nov 13, 2025Novem Group S.A. announced that they will report first half, 2026 results on Nov 13, 2025공시 • Feb 21+ 3 more updatesNovem Group S.A. to Report Q1, 2027 Results on Jul 30, 2026Novem Group S.A. announced that they will report Q1, 2027 results on Jul 30, 2026Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: €0.21 (vs €0.11 in 2Q 2024)Second quarter 2025 results: EPS: €0.21 (up from €0.11 in 2Q 2024). Revenue: €144.6m (down 16% from 2Q 2024). Net income: €9.13m (up 86% from 2Q 2024). Profit margin: 6.3% (up from 2.9% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €7.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 47% over the past three years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €5.98, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 53% over the past three years.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €5.52, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 57% over the past three years.Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.55, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 67% over the past three years.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.83, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 73% over the past three years.Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: €0.05 (vs €0.31 in 1Q 2024)First quarter 2025 results: EPS: €0.05 (down from €0.31 in 1Q 2024). Revenue: €141.5m (down 19% from 1Q 2024). Net income: €2.10m (down 84% from 1Q 2024). Profit margin: 1.5% (down from 7.5% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.Price Target Changed • Jun 20Price target decreased by 12% to €12.45Down from €14.18, the current price target is an average from 4 analysts. New target price is 145% above last closing price of €5.08. Stock is down 45% over the past year.New Risk • May 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.8% 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 (149% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change).Reported Earnings • Feb 16Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: €0.31. Revenue: €146.9m (down 12% from 3Q 2023). Net income: €13.3m (down 37% from 3Q 2023). Profit margin: 9.1% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.공시 • Jan 31+ 5 more updatesNovem Group S.A. to Report Fiscal Year 2025 Results on May 28, 2025Novem Group S.A. announced that they will report fiscal year 2025 results on May 28, 2025Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.68, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 10% over the past year.Reported Earnings • Nov 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €350.4m (down 2.5% from 1H 2023). Net income: €18.1m (up 23% from 1H 2023). Profit margin: 5.2% (up from 4.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Auto Components industry in Germany.New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% 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 (67% net debt to equity). Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.2% average weekly change).Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.12, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Auto Components industry in Germany. Total returns to shareholders of 24% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.96 per share.공시 • Aug 25+ 1 more updateNovem Group S.A. Approves Special DividendNovem Group S.A. announced that at its AGM held on August 24, 2023, the shareholders approved a special dividend of EUR 0.75 per share.Upcoming Dividend • Aug 18Upcoming dividend of €1.15 per share at 3.7% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 29 August 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).Reported Earnings • Aug 18First quarter 2024 earnings released: EPS: €0.31 (vs €0.20 in 1Q 2023)First quarter 2024 results: EPS: €0.31 (up from €0.20 in 1Q 2023). Revenue: €176.9m (down 2.7% from 1Q 2023). Net income: €13.2m (up 55% from 1Q 2023). Profit margin: 7.5% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Germany.Price Target Changed • Jul 01Price target increased by 8.8% to €17.22Up from €15.82, the current price target is an average from 5 analysts. New target price is 66% above last closing price of €10.35. Stock is up 33% over the past year.Reported Earnings • Jun 02Full year 2023 earnings releasedFull year 2023 results: Revenue: €726.1m (up 18% from FY 2022). Net income: €50.0m (up 14% from FY 2022). Profit margin: 6.9% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany.공시 • May 27+ 9 more updatesNovem Group S.A., Annual General Meeting, Aug 22, 2024Novem Group S.A., Annual General Meeting, Aug 22, 2024.Price Target Changed • Mar 28Price target decreased by 7.6% to €15.82Down from €17.13, the current price target is an average from 5 analysts. New target price is 65% above last closing price of €9.58. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of €1.07 for next year compared to €1.02 last year.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €10.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Auto Components industry in Germany. Total loss to shareholders of 3.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €16.93 per share.Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: €0.49 (vs €0.22 in 3Q 2022)Third quarter 2023 results: EPS: €0.49 (up from €0.22 in 3Q 2022). Net income: €21.0m (up 119% from 3Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.Price Target Changed • Feb 01Price target increased by 8.3% to €16.17Up from €14.93, the current price target is an average from 3 analysts. New target price is 95% above last closing price of €8.30. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.46 for next year compared to €1.02 last year.Major Estimate Revision • Dec 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from €683.6m to €711.5m. EPS estimate fell from €1.75 to €1.46 per share. Net income forecast to grow 31% next year vs 30% growth forecast for Auto Components industry in Germany. Consensus price target of €15.68 unchanged from last update. Share price rose 8.8% to €8.16 over the past week.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to €8.10, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €10.70 per share.Reported Earnings • Dec 01Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €182.4m (up 31% from 2Q 2022). Net income: €6.30m (up €8.70m from 2Q 2022). Profit margin: 3.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Auto Components industry in Germany.분석 기사 • Nov 19Is There An Opportunity With Novem Group S.A.'s (FRA:NVM) 42% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Novem Group S.A...Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 21% share price gain to €7.24, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Auto Components industry in Germany. Total loss to shareholders of 49% over the past year.분석 기사 • Sep 03Here's What's Concerning About Novem Group's (FRA:NVM) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €8.22, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Auto Components industry in Germany. Total loss to shareholders of 50% over the past year.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €9.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Auto Components industry in Germany.분석 기사 • Jun 05Analysts Have Made A Financial Statement On Novem Group S.A.'s (FRA:NVM) Yearly ReportIt's been a good week for Novem Group S.A. ( FRA:NVM ) shareholders, because the company has just released its latest...Reported Earnings • Jun 03Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: €634.5m (up 5.3% from FY 2021). Net income: €44.0m (up 352% from FY 2021). Profit margin: 6.9% (up from 1.6% in FY 2021). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 9.5%, compared to a 9.7% growth forecast for the industry in Germany.Reported Earnings • Feb 25Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: €0.22. Revenue: €162.0m (flat on 3Q 2021). Net income: €9.60m (up €9.60m from 3Q 2021). Profit margin: 5.9% (up from null in 3Q 2021). Revenue exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 2.3% compared to a 2.4% decline forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €10.52, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Auto Components industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €19.65 per share.Major Estimate Revision • Dec 23Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €585.0m to €594.2m. EPS estimate increased from €1.01 to €1.13 per share. Net income forecast to grow 46% next year vs 37% growth forecast for Auto Components industry in Germany. Consensus price target down from €19.80 to €18.68. Share price was steady at €12.29 over the past week.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €12.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Auto Components industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €13.57 per share.이익 및 매출 성장 예측DB:NVM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/202954224304513/31/202851217284423/31/202750213314623/31/2026511114457N/A12/31/2025510206173N/A9/30/2025516184153N/A6/30/2025530252943N/A3/31/2025541112441N/A12/31/2024553122137N/A9/30/2024568281633N/A6/30/2024600243351N/A3/31/2024636354864N/A12/31/2023660466482N/A9/30/20236885393111N/A6/30/20236945595112N/A3/31/2023700508098N/A12/31/2022686648798N/A9/30/2022678537188N/A6/30/2022640444967N/A3/31/2022615446281N/A12/31/2021639354171N/A9/30/2021642286590N/A6/30/202167337110129N/A3/31/20216031086106N/A3/31/2020652481104N/A3/31/20197113N/A113N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NVM 의 연간 예상 수익 증가율(23.3%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: NVM 의 연간 수익(23.3%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: NVM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: NVM 의 수익(연간 1.6%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: NVM 의 수익(연간 1.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NVM의 자본 수익률은 3년 후 18.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 08:22종가2026/06/12 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스Novem Group S.A.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Philippe LorrainBerenbergMartin ComtesseJefferies LLCSascha GommelJefferies LLC1명의 분석가 더 보기
Price Target Changed • Jun 01Price target increased by 34% to €14.30Up from €10.70, the current price target is an average from 2 analysts. New target price is 430% above last closing price of €2.70. Stock is down 37% over the past year.
Price Target Changed • Jun 20Price target decreased by 12% to €12.45Down from €14.18, the current price target is an average from 4 analysts. New target price is 145% above last closing price of €5.08. Stock is down 45% over the past year.
Price Target Changed • Jul 01Price target increased by 8.8% to €17.22Up from €15.82, the current price target is an average from 5 analysts. New target price is 66% above last closing price of €10.35. Stock is up 33% over the past year.
Price Target Changed • Mar 28Price target decreased by 7.6% to €15.82Down from €17.13, the current price target is an average from 5 analysts. New target price is 65% above last closing price of €9.58. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of €1.07 for next year compared to €1.02 last year.
Price Target Changed • Feb 01Price target increased by 8.3% to €16.17Up from €14.93, the current price target is an average from 3 analysts. New target price is 95% above last closing price of €8.30. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.46 for next year compared to €1.02 last year.
Major Estimate Revision • Dec 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from €683.6m to €711.5m. EPS estimate fell from €1.75 to €1.46 per share. Net income forecast to grow 31% next year vs 30% growth forecast for Auto Components industry in Germany. Consensus price target of €15.68 unchanged from last update. Share price rose 8.8% to €8.16 over the past week.
New Risk • Jun 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% 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 High level of debt (80% net debt to equity). Large one-off items impacting financial results.
Price Target Changed • Jun 01Price target increased by 34% to €14.30Up from €10.70, the current price target is an average from 2 analysts. New target price is 430% above last closing price of €2.70. Stock is down 37% over the past year.
Reported Earnings • May 29Full year 2026 earnings releasedFull year 2026 results: Revenue: €522.6m (down 3.5% from FY 2025). Net income: €11.3m (up 1.5% from FY 2025). Profit margin: 2.2% (in line with FY 2025). Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Auto Components industry in Germany.
공시 • Jan 29+ 4 more updatesNovem Group S.A. to Report Fiscal Year 2027 Results on Jun 17, 2027Novem Group S.A. announced that they will report fiscal year 2027 results on Jun 17, 2027
공시 • Jul 07Novem Group S.A. to Report First Half, 2026 Results on Nov 13, 2025Novem Group S.A. announced that they will report first half, 2026 results on Nov 13, 2025
공시 • Feb 21+ 3 more updatesNovem Group S.A. to Report Q1, 2027 Results on Jul 30, 2026Novem Group S.A. announced that they will report Q1, 2027 results on Jul 30, 2026
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: €0.21 (vs €0.11 in 2Q 2024)Second quarter 2025 results: EPS: €0.21 (up from €0.11 in 2Q 2024). Revenue: €144.6m (down 16% from 2Q 2024). Net income: €9.13m (up 86% from 2Q 2024). Profit margin: 6.3% (up from 2.9% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €7.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 47% over the past three years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €5.98, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 53% over the past three years.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €5.52, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 57% over the past three years.
Valuation Update With 7 Day Price Move • Sep 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €4.55, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 67% over the past three years.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.83, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 73% over the past three years.
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: €0.05 (vs €0.31 in 1Q 2024)First quarter 2025 results: EPS: €0.05 (down from €0.31 in 1Q 2024). Revenue: €141.5m (down 19% from 1Q 2024). Net income: €2.10m (down 84% from 1Q 2024). Profit margin: 1.5% (down from 7.5% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
Price Target Changed • Jun 20Price target decreased by 12% to €12.45Down from €14.18, the current price target is an average from 4 analysts. New target price is 145% above last closing price of €5.08. Stock is down 45% over the past year.
New Risk • May 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.8% 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 (149% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change).
Reported Earnings • Feb 16Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: €0.31. Revenue: €146.9m (down 12% from 3Q 2023). Net income: €13.3m (down 37% from 3Q 2023). Profit margin: 9.1% (down from 13% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.
공시 • Jan 31+ 5 more updatesNovem Group S.A. to Report Fiscal Year 2025 Results on May 28, 2025Novem Group S.A. announced that they will report fiscal year 2025 results on May 28, 2025
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €6.68, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Auto Components industry in Germany. Total loss to shareholders of 10% over the past year.
Reported Earnings • Nov 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €350.4m (down 2.5% from 1H 2023). Net income: €18.1m (up 23% from 1H 2023). Profit margin: 5.2% (up from 4.1% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Auto Components industry in Germany.
New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.2% 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 (67% net debt to equity). Short dividend paying track record (1 year of continuous dividend payments). Share price has been volatile over the past 3 months (6.2% average weekly change).
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €8.12, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 8x in the Auto Components industry in Germany. Total returns to shareholders of 24% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €14.96 per share.
공시 • Aug 25+ 1 more updateNovem Group S.A. Approves Special DividendNovem Group S.A. announced that at its AGM held on August 24, 2023, the shareholders approved a special dividend of EUR 0.75 per share.
Upcoming Dividend • Aug 18Upcoming dividend of €1.15 per share at 3.7% yieldEligible shareholders must have bought the stock before 25 August 2023. Payment date: 29 August 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).
Reported Earnings • Aug 18First quarter 2024 earnings released: EPS: €0.31 (vs €0.20 in 1Q 2023)First quarter 2024 results: EPS: €0.31 (up from €0.20 in 1Q 2023). Revenue: €176.9m (down 2.7% from 1Q 2023). Net income: €13.2m (up 55% from 1Q 2023). Profit margin: 7.5% (up from 4.7% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Germany.
Price Target Changed • Jul 01Price target increased by 8.8% to €17.22Up from €15.82, the current price target is an average from 5 analysts. New target price is 66% above last closing price of €10.35. Stock is up 33% over the past year.
Reported Earnings • Jun 02Full year 2023 earnings releasedFull year 2023 results: Revenue: €726.1m (up 18% from FY 2022). Net income: €50.0m (up 14% from FY 2022). Profit margin: 6.9% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany.
공시 • May 27+ 9 more updatesNovem Group S.A., Annual General Meeting, Aug 22, 2024Novem Group S.A., Annual General Meeting, Aug 22, 2024.
Price Target Changed • Mar 28Price target decreased by 7.6% to €15.82Down from €17.13, the current price target is an average from 5 analysts. New target price is 65% above last closing price of €9.58. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of €1.07 for next year compared to €1.02 last year.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €10.50, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Auto Components industry in Germany. Total loss to shareholders of 3.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €16.93 per share.
Reported Earnings • Feb 17Third quarter 2023 earnings released: EPS: €0.49 (vs €0.22 in 3Q 2022)Third quarter 2023 results: EPS: €0.49 (up from €0.22 in 3Q 2022). Net income: €21.0m (up 119% from 3Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.
Price Target Changed • Feb 01Price target increased by 8.3% to €16.17Up from €14.93, the current price target is an average from 3 analysts. New target price is 95% above last closing price of €8.30. Stock is down 21% over the past year. The company is forecast to post earnings per share of €1.46 for next year compared to €1.02 last year.
Major Estimate Revision • Dec 10Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from €683.6m to €711.5m. EPS estimate fell from €1.75 to €1.46 per share. Net income forecast to grow 31% next year vs 30% growth forecast for Auto Components industry in Germany. Consensus price target of €15.68 unchanged from last update. Share price rose 8.8% to €8.16 over the past week.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to €8.10, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 34% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €10.70 per share.
Reported Earnings • Dec 01Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €182.4m (up 31% from 2Q 2022). Net income: €6.30m (up €8.70m from 2Q 2022). Profit margin: 3.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Auto Components industry in Germany.
분석 기사 • Nov 19Is There An Opportunity With Novem Group S.A.'s (FRA:NVM) 42% Undervaluation?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Novem Group S.A...
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 21% share price gain to €7.24, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 6x in the Auto Components industry in Germany. Total loss to shareholders of 49% over the past year.
분석 기사 • Sep 03Here's What's Concerning About Novem Group's (FRA:NVM) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €8.22, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Auto Components industry in Germany. Total loss to shareholders of 50% over the past year.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to €9.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Auto Components industry in Germany.
분석 기사 • Jun 05Analysts Have Made A Financial Statement On Novem Group S.A.'s (FRA:NVM) Yearly ReportIt's been a good week for Novem Group S.A. ( FRA:NVM ) shareholders, because the company has just released its latest...
Reported Earnings • Jun 03Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: €634.5m (up 5.3% from FY 2021). Net income: €44.0m (up 352% from FY 2021). Profit margin: 6.9% (up from 1.6% in FY 2021). Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 9.5%, compared to a 9.7% growth forecast for the industry in Germany.
Reported Earnings • Feb 25Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: €0.22. Revenue: €162.0m (flat on 3Q 2021). Net income: €9.60m (up €9.60m from 3Q 2021). Profit margin: 5.9% (up from null in 3Q 2021). Revenue exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 2.3% compared to a 2.4% decline forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €10.52, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Auto Components industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €19.65 per share.
Major Estimate Revision • Dec 23Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €585.0m to €594.2m. EPS estimate increased from €1.01 to €1.13 per share. Net income forecast to grow 46% next year vs 37% growth forecast for Auto Components industry in Germany. Consensus price target down from €19.80 to €18.68. Share price was steady at €12.29 over the past week.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €12.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Auto Components industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €13.57 per share.