Trigano (TGO) 주식 개요트리가노는 자회사와 함께 유럽에서 개인 및 전문가용 레저 차량을 설계, 제조, 마케팅 및 판매하고 있습니다. 자세히 보기TGO 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장1/6과거 실적2/6재무 건전성6/6배당5/6강점주가수익률(10.9x)이 German 시장(17.3x)보다 낮습니다.수익은 매년 10.38% 증가할 것으로 예상됩니다.2.93% 의 안정적인 배당금을 지급합니다.분석가들은 주가가 30.8% 상승할 것이라는 데 동의합니다.위험 분석우리의 위험 점검에서 TGO에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기TGO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW494,069 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG494,069 investors already sharing narrativesYour Fair Value€Current Price€141.9029.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue €4.6bEarnings €308.3mAdvancedSet Fair ValueView all narrativesTrigano S.A. 경쟁사Porsche Automobil HoldingSymbol: XTRA:PAH3Market cap: €8.7bVolkswagenSymbol: XTRA:VOW3Market cap: €37.9bBayerische Motoren WerkeSymbol: XTRA:BMWMarket cap: €36.7bDr. Ing. h.c. F. PorscheSymbol: XTRA:P911Market cap: €41.9b가격 이력 및 성과Trigano 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가€141.9052주 최고가€178.0052주 최저가€132.80베타1.061개월 변동-9.85%3개월 변동-0.14%1년 변동-4.77%3년 변동11.03%5년 변동-23.13%IPO 이후 변동320.69%최근 뉴스 및 업데이트공시 • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026공시 • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris France공시 • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).더 많은 업데이트 보기Recent updates공시 • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026공시 • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris France공시 • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).Declared Dividend • May 17Final dividend of €1.75 announcedShareholders will receive a dividend of €1.75. Ex-date: 22nd May 2024 Payment date: 24th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jan 10Upcoming dividend of €1.75 per share at 2.4% yieldEligible shareholders must have bought the stock before 17 January 2024. Payment date: 19 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.2%).공시 • Jan 09+ 1 more updateTrigano S.A. to Report Fiscal Year 2024 Results on Nov 25, 2024Trigano S.A. announced that they will report fiscal year 2024 results on Nov 25, 2024Reported Earnings • Nov 29Full year 2023 earnings released: EPS: €15.95 (vs €14.58 in FY 2022)Full year 2023 results: EPS: €15.95 (up from €14.58 in FY 2022). Revenue: €3.50b (up 10% from FY 2022). Net income: €308.1m (up 11% from FY 2022). Profit margin: 8.8% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Nov 25Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.공시 • Sep 13+ 1 more updateTrigano S.A. (ENXTPA:TRI) acquired Alonso group.Trigano S.A. (ENXTPA:TRI) acquired Alonso group on September 1, 2023.Trigano S.A. (ENXTPA:TRI) completed the acquisition of Alonso group on September 1, 2023.Reported Earnings • May 23First half 2023 earnings released: EPS: €6.30 (vs €7.34 in 1H 2022)First half 2023 results: EPS: €6.30 (down from €7.34 in 1H 2022). Revenue: €1.62b (up 8.4% from 1H 2022). Net income: €121.6m (down 14% from 1H 2022). Profit margin: 7.5% (down from 9.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.공시 • May 09Bénéteau Enter into Exclusive Discussions with Trigano to Sell BIO HABITATBénéteau S.A. (ENXTPA:BEN) said it has entered into exclusive discussions with Trigano S.A. (ENXTPA:TRI) to sell its housing business which is focused on manufacturing leisure homes for the camping tourism sector. The talks concern Beneteau’s subsidiary BIO HABITAT, including the O'HARA, IRM and COCO SWEET brands, as well as all of its employees. The financial details of the transaction under negotiations were not disclosed. A potential divestment will be aligned with the French boats maker’s push to focus on its core business.Board Change • Jan 10Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. 6 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Member of the Supervisory Board Jean-Luc Gérard is the most experienced director on the board, commencing their role in 2016. Independent Member of the Supervisory Board Valérie Frohly was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.공시 • Jan 04+ 1 more updateTrigano S.A. to Report Q4, 2023 Results on Nov 28, 2023Trigano S.A. announced that they will report Q4, 2023 results on Nov 28, 2023Upcoming Dividend • Jan 04Upcoming dividend of €1.75 per shareEligible shareholders must have bought the stock before 11 January 2023. Payment date: 13 January 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.8%).공시 • Dec 23Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil.Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022. Post the transaction, Trigano holds 100% in Protej. Part of the acquisition price of these shares was paid through an exchange with 0.22 million Trigano shares previously held by the company. Trigano S.A. (ENXTPA:TRI) completed the acquisition of 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 24% share price gain to €127, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €161 per share.Reported Earnings • Dec 02Full year 2022 earnings released: EPS: €14.58 (vs €11.55 in FY 2021)Full year 2022 results: EPS: €14.58 (up from €11.55 in FY 2021). Revenue: €3.20b (up 8.9% from FY 2021). Net income: €278.4m (up 25% from FY 2021). Profit margin: 8.7% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €88.95, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Auto industry in Germany. Total returns to shareholders of 32% over the past three years.공시 • Sep 17Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl.Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl on September 16, 2022. S.I.F.I. achieved a turnover of around €13 million in 2021.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €116, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Buying Opportunity • Jan 25Now 20% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be €210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Reported Earnings • Nov 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €11.56 (up from €7.23 in FY 2020). Revenue: €2.96b (up 35% from FY 2020). Net income: €222.7m (up 60% from FY 2020). Profit margin: 7.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.6%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Employee Representative Member of the Supervisory Board Tony Cherbonnel was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €172, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Auto industry in Germany. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €151 per share.Is New 90 Day High Low • Feb 20New 90-day high: €159The company is up 21% from its price of €131 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.86 per share.Is New 90 Day High Low • Jan 06New 90-day high: €150The company is up 18% from its price of €127 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €88.78 per share.공시 • Jan 05Trigano S.A., Annual General Meeting, Jan 08, 2021Trigano S.A., Annual General Meeting, Jan 08, 2021.Upcoming Dividend • Jan 05Upcoming Dividend of €2.20 Per ShareWill be paid on the 14th of January to those who are registered shareholders by the 12th of January. The trailing yield of 1.5% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.8%).Reported Earnings • Dec 23Full year 2020 earnings released: EPS €7.23The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.20b (down 6.2% from FY 2019). Net income: €139.5m (down 17% from FY 2019). Profit margin: 6.3% (down from 7.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 15%, compared to a 6.6% growth forecast for the Auto industry in Germany.Is New 90 Day High Low • Dec 15New 90-day high: €139The company is up 23% from its price of €113 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.65 per share.Is New 90 Day High Low • Nov 24New 90-day high: €134The company is up 24% from its price of €108 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.01 per share.Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 18% share price gain to €132, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 19x in the Auto industry in Germany. Total returns to shareholders over the past three years are 6.3%.Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 15% share price decline to €109, the stock is trading at a trailing P/E ratio of 13.1x, down from the previous P/E ratio of 15.5x. This compares to an average P/E of 12x in the Auto industry in Germany. Total return to shareholders over the past three years is a loss of 17%.공시 • Oct 06Trigano S.A. acquired a 60% stake in Gimeg Holding B.V.Trigano S.A. acquired a 60% stake in Gimeg Holding B.V. on August 27, 2020. The remaining 40% is retained by the GIMEG Holding B.V management team and may be acquired by Trigano S.A in the coming years. Roman Tarlavski, Dena Mokhberolsafa, Isabelle van den, Elisabeth Anne von Meijenfeldt, Gieneke van Nierop, Herman Boersen, Barbara Veldmaat, Jarrik Haust, Nigel Henssen, Simon Sanders, Kimberly Friesen, Rogier de Vrey, Yasar Celebi, Jaap Loman, Floortje van der Mark and Alexander IIkelenstam of CMS Derks Star Busmann N.V. acted as legal advisors for Trigano. Ernst & Young France acted as financial due dillegence advisor to Trigano S.A. (ENXTPA:TRI). Trigano S.A. completed the acquisition of a 60% stake in Gimeg Holding B.V on August 27, 2020.Is New 90 Day High Low • Oct 01New 90-day high: €133The company is up 48% from its price of €90.00 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €80.73 per share.주주 수익률TGODE AutoDE 시장7D2.8%3.4%3.8%1Y-4.8%-11.4%3.9%전체 주주 수익률 보기수익률 대 산업: TGO은 지난 1년 동안 -11.4%의 수익을 기록한 German Auto 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: TGO은 지난 1년 동안 3.9%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is TGO's price volatile compared to industry and market?TGO volatilityTGO Average Weekly Movement4.7%Auto Industry Average Movement4.4%Market Average Movement5.6%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%안정적인 주가: TGO는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: TGO의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트193510,139Michel Freichetrigano.com트리가노는 자회사와 함께 유럽에서 개인 및 전문가용 레저 차량을 설계, 제조, 마케팅 및 판매합니다. 캠핑카, 카라반, 모터홈, 트레일러 및 야외 서식지를 제공합니다. 또한 이동식 주택, 예비 부품 및 액세서리는 물론 레저 금융 서비스도 제공합니다.더 보기Trigano S.A. 기초 지표 요약Trigano의 순이익과 매출은 시가총액과 어떻게 비교됩니까?TGO 기초 통계시가총액€2.77b순이익 (TTM)€254.90m매출 (TTM)€3.76b10.9x주가수익비율(P/E)0.7x주가매출비율(P/S)TGO는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표TGO 손익계산서 (TTM)매출€3.76b매출원가€2.53b총이익€1.23b기타 비용€978.50m순이익€254.90m최근 보고된 실적Feb 28, 2026다음 실적 발표일Nov 24, 2026주당순이익(EPS)13.21총이익률32.76%순이익률6.77%부채/자본 비율5.5%TGO의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.9%현재 배당 수익률30%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/03 19:37종가2026/07/03 00:00수익2026/02/28연간 수익2025/08/31데이터 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 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 소스Trigano S.A.는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Anna PatriceBerenbergTrion ReidBerenbergMarie-Line FortBernstein14명의 분석가 더 보기
공시 • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026
공시 • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris France
공시 • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.
Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.
New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).
공시 • Dec 19+ 1 more updateTrigano S.A. to Report First Half, 2026 Results on May 05, 2026Trigano S.A. announced that they will report first half, 2026 results on May 05, 2026
공시 • Dec 02Trigano S.A., Annual General Meeting, Jan 06, 2026Trigano S.A., Annual General Meeting, Jan 06, 2026. Location: hotel sofitel paris arc de triomphe, salon verriere, 14 rue beaujon, paris France
공시 • Jan 06+ 1 more updateTrigano S.A. to Report Fiscal Year 2025 Results on Nov 26, 2025Trigano S.A. announced that they will report fiscal year 2025 results on Nov 26, 2025
Valuation Update With 7 Day Price Move • Oct 01Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €120, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Auto industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €126 per share.
Buy Or Sell Opportunity • Jun 14Now 30% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €120. The fair value is estimated to be €172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to decline by 6.0% in the next 2 years.
New Risk • May 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio). Minor Risk Dividend is not well covered by cash flows (331% cash payout ratio).
Declared Dividend • May 17Final dividend of €1.75 announcedShareholders will receive a dividend of €1.75. Ex-date: 22nd May 2024 Payment date: 24th May 2024 Dividend yield will be 2.4%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jan 10Upcoming dividend of €1.75 per share at 2.4% yieldEligible shareholders must have bought the stock before 17 January 2024. Payment date: 19 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.2%).
공시 • Jan 09+ 1 more updateTrigano S.A. to Report Fiscal Year 2024 Results on Nov 25, 2024Trigano S.A. announced that they will report fiscal year 2024 results on Nov 25, 2024
Reported Earnings • Nov 29Full year 2023 earnings released: EPS: €15.95 (vs €14.58 in FY 2022)Full year 2023 results: EPS: €15.95 (up from €14.58 in FY 2022). Revenue: €3.50b (up 10% from FY 2022). Net income: €308.1m (up 11% from FY 2022). Profit margin: 8.8% (in line with FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Nov 25Now 20% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be €171, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 6.7% per annum over the same time period.
Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
공시 • Sep 13+ 1 more updateTrigano S.A. (ENXTPA:TRI) acquired Alonso group.Trigano S.A. (ENXTPA:TRI) acquired Alonso group on September 1, 2023.Trigano S.A. (ENXTPA:TRI) completed the acquisition of Alonso group on September 1, 2023.
Reported Earnings • May 23First half 2023 earnings released: EPS: €6.30 (vs €7.34 in 1H 2022)First half 2023 results: EPS: €6.30 (down from €7.34 in 1H 2022). Revenue: €1.62b (up 8.4% from 1H 2022). Net income: €121.6m (down 14% from 1H 2022). Profit margin: 7.5% (down from 9.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.
공시 • May 09Bénéteau Enter into Exclusive Discussions with Trigano to Sell BIO HABITATBénéteau S.A. (ENXTPA:BEN) said it has entered into exclusive discussions with Trigano S.A. (ENXTPA:TRI) to sell its housing business which is focused on manufacturing leisure homes for the camping tourism sector. The talks concern Beneteau’s subsidiary BIO HABITAT, including the O'HARA, IRM and COCO SWEET brands, as well as all of its employees. The financial details of the transaction under negotiations were not disclosed. A potential divestment will be aligned with the French boats maker’s push to focus on its core business.
Board Change • Jan 10Less than half of directors are independentThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 new directors. 6 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Member of the Supervisory Board Jean-Luc Gérard is the most experienced director on the board, commencing their role in 2016. Independent Member of the Supervisory Board Valérie Frohly was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
공시 • Jan 04+ 1 more updateTrigano S.A. to Report Q4, 2023 Results on Nov 28, 2023Trigano S.A. announced that they will report Q4, 2023 results on Nov 28, 2023
Upcoming Dividend • Jan 04Upcoming dividend of €1.75 per shareEligible shareholders must have bought the stock before 11 January 2023. Payment date: 13 January 2023. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (6.8%).
공시 • Dec 23Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil.Trigano S.A. (ENXTPA:TRI) acquired 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022. Post the transaction, Trigano holds 100% in Protej. Part of the acquisition price of these shares was paid through an exchange with 0.22 million Trigano shares previously held by the company. Trigano S.A. (ENXTPA:TRI) completed the acquisition of 10.7% stake in Protej d.o.o. from the management team of Adria Mobil on December 21, 2022.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 24% share price gain to €127, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €161 per share.
Reported Earnings • Dec 02Full year 2022 earnings released: EPS: €14.58 (vs €11.55 in FY 2021)Full year 2022 results: EPS: €14.58 (up from €11.55 in FY 2021). Revenue: €3.20b (up 8.9% from FY 2021). Net income: €278.4m (up 25% from FY 2021). Profit margin: 8.7% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 20% share price gain to €88.95, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 4x in the Auto industry in Germany. Total returns to shareholders of 32% over the past three years.
공시 • Sep 17Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl.Trigano S.A. (ENXTPA:TRI) entered into an agreement to acquire 70% stake in S.I.F.I. Societa' Italiana Forniture Industriali Srl on September 16, 2022. S.I.F.I. achieved a turnover of around €13 million in 2021.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 25% share price decline to €116, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 5x in the Auto industry in Germany. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €196 per share.
Buying Opportunity • Feb 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Buying Opportunity • Jan 25Now 20% undervaluedOver the last 90 days, the stock is up 4.3%. The fair value is estimated to be €210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Reported Earnings • Nov 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €11.56 (up from €7.23 in FY 2020). Revenue: €2.96b (up 35% from FY 2020). Net income: €222.7m (up 60% from FY 2020). Profit margin: 7.5% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.6%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. Employee Representative Member of the Supervisory Board Tony Cherbonnel was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €172, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 8x in the Auto industry in Germany. Total returns to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €151 per share.
Is New 90 Day High Low • Feb 20New 90-day high: €159The company is up 21% from its price of €131 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.86 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €150The company is up 18% from its price of €127 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €88.78 per share.
공시 • Jan 05Trigano S.A., Annual General Meeting, Jan 08, 2021Trigano S.A., Annual General Meeting, Jan 08, 2021.
Upcoming Dividend • Jan 05Upcoming Dividend of €2.20 Per ShareWill be paid on the 14th of January to those who are registered shareholders by the 12th of January. The trailing yield of 1.5% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (2.8%).
Reported Earnings • Dec 23Full year 2020 earnings released: EPS €7.23The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €2.20b (down 6.2% from FY 2019). Net income: €139.5m (down 17% from FY 2019). Profit margin: 6.3% (down from 7.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 15%, compared to a 6.6% growth forecast for the Auto industry in Germany.
Is New 90 Day High Low • Dec 15New 90-day high: €139The company is up 23% from its price of €113 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.65 per share.
Is New 90 Day High Low • Nov 24New 90-day high: €134The company is up 24% from its price of €108 on 25 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €99.01 per share.
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 18% share price gain to €132, the stock is trading at a trailing P/E ratio of 15.8x, up from the previous P/E ratio of 13.4x. This compares to an average P/E of 19x in the Auto industry in Germany. Total returns to shareholders over the past three years are 6.3%.
Valuation Update With 7 Day Price Move • Oct 29Market pulls back on stock over the past weekAfter last week's 15% share price decline to €109, the stock is trading at a trailing P/E ratio of 13.1x, down from the previous P/E ratio of 15.5x. This compares to an average P/E of 12x in the Auto industry in Germany. Total return to shareholders over the past three years is a loss of 17%.
공시 • Oct 06Trigano S.A. acquired a 60% stake in Gimeg Holding B.V.Trigano S.A. acquired a 60% stake in Gimeg Holding B.V. on August 27, 2020. The remaining 40% is retained by the GIMEG Holding B.V management team and may be acquired by Trigano S.A in the coming years. Roman Tarlavski, Dena Mokhberolsafa, Isabelle van den, Elisabeth Anne von Meijenfeldt, Gieneke van Nierop, Herman Boersen, Barbara Veldmaat, Jarrik Haust, Nigel Henssen, Simon Sanders, Kimberly Friesen, Rogier de Vrey, Yasar Celebi, Jaap Loman, Floortje van der Mark and Alexander IIkelenstam of CMS Derks Star Busmann N.V. acted as legal advisors for Trigano. Ernst & Young France acted as financial due dillegence advisor to Trigano S.A. (ENXTPA:TRI). Trigano S.A. completed the acquisition of a 60% stake in Gimeg Holding B.V on August 27, 2020.
Is New 90 Day High Low • Oct 01New 90-day high: €133The company is up 48% from its price of €90.00 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €80.73 per share.
