Gesco (GSC1) 주식 개요Gesco SE는 독일, 기타 유럽 및 전 세계에서 프로세스, 자원, 의료 및 인프라 기술 분야에서 사업을 운영하고 있습니다. 자세히 보기GSC1 펀더멘털 분석스노우플레이크 점수가치 평가5/6미래 성장3/6과거 실적4/6재무 건전성6/6배당2/6강점공정 가치 추정치보다 낮은 48.5% 에서 거래수익은 매년 22.25% 증가할 것으로 예상됩니다.지난 1년간 수익이 128.4% 증가했습니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석우리의 위험 점검에서 GSC1에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기GSC1 Community Fair Values Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€14.158.1% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0685m2016201920222025202620282031Revenue €684.7mEarnings €14.8mAdvancedSet Fair ValueView all narrativesGesco SE 경쟁사LEWAG HoldingSymbol: DB:KGRMarket cap: €139.7mMasterflexSymbol: XTRA:MZXMarket cap: €138.5mAumannSymbol: XTRA:AAGMarket cap: €174.4mtechnotransSymbol: XTRA:TTR1Market cap: €207.6m가격 이력 및 성과Gesco 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가€14.1552주 최고가€18.9552주 최저가€13.15베타0.421개월 변동-2.75%3개월 변동-4.71%1년 변동-19.14%3년 변동-44.29%5년 변동-33.88%IPO 이후 변동-26.81%최근 뉴스 및 업데이트공시 • May 18Gesco SE, Annual General Meeting, Jun 24, 2026Gesco SE, Annual General Meeting, Jun 24, 2026, at 13:00 W. Europe Standard Time.Reported Earnings • Apr 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.96 (up from €0.42 in FY 2024). Revenue: €503.9m (down 2.0% from FY 2024). Net income: €9.93m (up 124% from FY 2024). Profit margin: 2.0% (up from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Declared Dividend • Mar 11Dividend increased to €0.20Dividend of €0.20 is 100% higher than last year. Ex-date: 25th June 2026 Payment date: 29th June 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 10Gesco SE announces Annual dividend, payable on June 29, 2026Gesco SE announced Annual dividend of EUR 0.2000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.분석 기사 • Jan 29Is Gesco (ETR:GSC1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Dec 17Gesco SE to Report Fiscal Year 2025 Results on Apr 15, 2026Gesco SE announced that they will report fiscal year 2025 results on Apr 15, 2026더 많은 업데이트 보기Recent updates공시 • May 18Gesco SE, Annual General Meeting, Jun 24, 2026Gesco SE, Annual General Meeting, Jun 24, 2026, at 13:00 W. Europe Standard Time.Reported Earnings • Apr 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.96 (up from €0.42 in FY 2024). Revenue: €503.9m (down 2.0% from FY 2024). Net income: €9.93m (up 124% from FY 2024). Profit margin: 2.0% (up from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Declared Dividend • Mar 11Dividend increased to €0.20Dividend of €0.20 is 100% higher than last year. Ex-date: 25th June 2026 Payment date: 29th June 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 10Gesco SE announces Annual dividend, payable on June 29, 2026Gesco SE announced Annual dividend of EUR 0.2000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.분석 기사 • Jan 29Is Gesco (ETR:GSC1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Dec 17Gesco SE to Report Fiscal Year 2025 Results on Apr 15, 2026Gesco SE announced that they will report fiscal year 2025 results on Apr 15, 2026공시 • Dec 16+ 2 more updatesGesco SE to Report Q3, 2026 Results on Nov 11, 2026Gesco SE announced that they will report Q3, 2026 results on Nov 11, 2026Major Estimate Revision • Nov 22Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €493.0m to €487.0m. EPS estimate also fell from €1.10 per share to €0.967 per share. Net income forecast to grow 80% next year vs 22% growth forecast for Machinery industry in Germany. Consensus price target down from €25.38 to €23.60. Share price fell 3.8% to €13.85 over the past week.분석 기사 • Nov 20We Think You Should Be Aware Of Some Concerning Factors In Gesco's (ETR:GSC1) EarningsGesco SE's ( ETR:GSC1 ) robust recent earnings didn't do much to move the stock. However the statutory profit number...Major Estimate Revision • Nov 19Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €508.0m to €492.0m. EPS estimate also fell from €1.33 per share to €1.06 per share. Net income forecast to grow 92% next year vs 23% growth forecast for Machinery industry in Germany. Consensus price target down from €25.38 to €24.10. Share price was steady at €14.00 over the past week.분석 기사 • Nov 15Analysts Have Been Trimming Their Gesco SE (ETR:GSC1) Price Target After Its Latest ReportLast week, you might have seen that Gesco SE ( ETR:GSC1 ) released its quarterly result to the market. The early...Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €0.37 (vs €0.32 in 3Q 2024)Third quarter 2025 results: EPS: €0.37 (up from €0.32 in 3Q 2024). Revenue: €129.4m (flat on 3Q 2024). Net income: €3.79m (up 13% from 3Q 2024). Profit margin: 2.9% (up from 2.6% in 3Q 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €14.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Machinery industry in Germany. Total loss to shareholders of 39% over the past three years.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €525.0m to €508.0m. EPS estimate also fell from €1.53 per share to €1.33 per share. Net income forecast to grow 135% next year vs 20% growth forecast for Machinery industry in Germany. Consensus price target down from €25.90 to €25.38. Share price rose 3.2% to €17.75 over the past week.Price Target Changed • Aug 15Price target decreased by 8.7% to €25.25Down from €27.67, the current price target is an average from 4 analysts. New target price is 43% above last closing price of €17.60. Stock is up 25% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €0.42 last year.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.24 (up from €0.022 in 2Q 2024). Revenue: €118.2m (down 8.2% from 2Q 2024). Net income: €2.52m (up €2.29m from 2Q 2024). Profit margin: 2.1% (up from 0.2% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.공시 • Jul 03Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH.Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH on July 1, 2025. For the period ending December 31, 2024, Eckart Produktion GmbH reported total revenue of €20 million. The current Managing Director Markus Eckart will continue to manage the company in the future. Gesco SE (XTRA:GSC1) completed the acquisition of Eckart Produktion GmbH on July 1, 2025.공시 • Jun 26Gesco SE Announces Board Supervisory ChangesGesco SE at its Annual General Meeting, held on June 26, 2025, elected a new Supervisory Board. GESCO founder Mr. Klaus Möllerfriedrich, who was a member of the Supervisory Board for over 25 years, stepped down at Annual General Meeting. Dr Mathias Saggau was elected as a new member of the Supervisory Board.Upcoming Dividend • Jun 19Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 26 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (3.4%).분석 기사 • May 21Some May Be Optimistic About Gesco's (ETR:GSC1) EarningsSoft earnings didn't appear to concern Gesco SE's ( ETR:GSC1 ) shareholders over the last week. Our analysis suggests...공시 • May 20Gesco SE, Annual General Meeting, Jun 25, 2025Gesco SE, Annual General Meeting, Jun 25, 2025, at 10:00 W. Europe Standard Time.분석 기사 • May 14Results: Gesco SE Exceeded Expectations And The Consensus Has Updated Its EstimatesGesco SE ( ETR:GSC1 ) just released its first-quarter report and things are looking bullish. Results were good overall...Price Target Changed • May 12Price target decreased by 7.4% to €25.63Down from €27.67, the current price target is an average from 4 analysts. New target price is 53% above last closing price of €16.80. Stock is down 3.7% over the past year. The company is forecast to post earnings per share of €1.47 for next year compared to €0.42 last year.Reported Earnings • May 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: €0.19 (up from €0.16 in 1Q 2024). Revenue: €122.3m (down 1.7% from 1Q 2024). Net income: €2.02m (up 13% from 1Q 2024). Profit margin: 1.6% (up from 1.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.공시 • Apr 30Gesco SE announces Annual dividend, payable on June 30, 2025Gesco SE announced Annual dividend of EUR 0.1000 per share payable on June 30, 2025, ex-date on June 26, 2025 and record date on June 27, 2025.Price Target Changed • Apr 16Price target increased by 9.8% to €27.67Up from €25.20, the current price target is an average from 3 analysts. New target price is 76% above last closing price of €15.75. Stock is down 12% over the past year. The company is forecast to post earnings per share of €0.50 for next year compared to €1.93 last year.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €14.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Machinery industry in Germany. Total loss to shareholders of 30% over the past three years.Major Estimate Revision • Apr 06Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.625 to €0.498 per share. Revenue forecast steady at €514.4m. Net income forecast to grow 109% next year vs 9.2% growth forecast for Machinery industry in Germany. Consensus price target broadly unchanged at €25.38. Share price fell 5.7% to €14.90 over the past week.분석 기사 • Apr 03Earnings Tell The Story For Gesco SE (ETR:GSC1) As Its Stock Soars 29%The Gesco SE ( ETR:GSC1 ) share price has done very well over the last month, posting an excellent gain of 29%. The bad...공시 • Mar 26Gesco SE Proposes DividendGESCO SE proposed a dividend payment of €0.10 per share entitled to a dividend.분석 기사 • Mar 18When Should You Buy Gesco SE (ETR:GSC1)?Gesco SE ( ETR:GSC1 ), is not the largest company out there, but it saw a significant share price rise of 24% in the...Major Estimate Revision • Dec 24Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €520.8m to €503.8m. EPS estimate also fell from €0.838 per share to €0.623 per share. Net income forecast to grow 130% next year vs 9.6% growth forecast for Machinery industry in Germany. Consensus price target broadly unchanged at €24.95. Share price was steady at €13.25 over the past week.공시 • Dec 18Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction.Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction on December 16, 2024. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Astroplast Kunststofftechnik GmbH & Co.Kg. For the period ending December 31, 2023, Astroplast Kunststofftechnik GmbH & Co.Kg reported total revenue of €15 million. The closing is planned by the end of the financial year.공시 • Dec 10+ 3 more updatesGesco SE to Report Fiscal Year 2024 Results on Apr 29, 2025Gesco SE announced that they will report fiscal year 2024 results on Apr 29, 2025Major Estimate Revision • Nov 21Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.00 to €0.873 per share. Revenue forecast steady at €520.8m. Net income forecast to grow 135% next year vs 21% growth forecast for Machinery industry in Germany. Consensus price target of €24.68 unchanged from last update. Share price was steady at €13.60 over the past week.분석 기사 • Nov 19There May Be Some Bright Spots In Gesco's (ETR:GSC1) EarningsShareholders appeared unconcerned with Gesco SE's ( ETR:GSC1 ) lackluster earnings report last week. We think that the...Reported Earnings • Nov 13Third quarter 2024 earnings: EPS in line with expectations, revenues disappointThird quarter 2024 results: EPS: €0.31 (down from €0.49 in 3Q 2023). Revenue: €131.6m (down 5.1% from 3Q 2023). Net income: €3.35m (down 36% from 3Q 2023). Profit margin: 2.5% (down from 3.8% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €535.3m to €525.3m. EPS estimate also fell from €1.34 per share to €1.00 per share. Net income forecast to grow 80% next year vs 16% growth forecast for Machinery industry in Germany. Consensus price target down from €30.38 to €24.80. Share price was steady at €13.90 over the past week.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.04 (vs €0.70 in 2Q 2023)Second quarter 2024 results: EPS: €0.04 (down from €0.70 in 2Q 2023). Revenue: €129.4m (down 11% from 2Q 2023). Net income: €233.0k (down 97% from 2Q 2023). Profit margin: 0.2% (down from 5.2% in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.65, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Machinery industry in Germany. Total loss to shareholders of 29% over the past three years.Price Target Changed • Jul 31Price target decreased by 9.2% to €33.17Down from €36.53, the current price target is an average from 3 analysts. New target price is 116% above last closing price of €15.35. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.42 for next year compared to €1.93 last year.Upcoming Dividend • May 23Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).Reported Earnings • May 10First quarter 2024 earnings released: EPS: €0.16 (vs €0.62 in 1Q 2023)First quarter 2024 results: EPS: €0.16 (down from €0.62 in 1Q 2023). Revenue: €125.9m (down 15% from 1Q 2023). Net income: €1.79m (down 74% from 1Q 2023). Profit margin: 1.4% (down from 4.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Apr 19Some Investors May Be Willing To Look Past Gesco's (ETR:GSC1) Soft EarningsShareholders appeared unconcerned with Gesco SE's ( ETR:GSC1 ) lackluster earnings report last week. Our analysis...Reported Earnings • Apr 12Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €1.93 (down from €3.12 in FY 2022). Revenue: €569.6m (down 2.3% from FY 2022). Net income: €20.9m (down 38% from FY 2022). Profit margin: 3.7% (down from 5.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Apr 11GESCO SE Announces CEO ChangesThe Supervisory Board of GESCO SE announced that Johannes Pfeffer will succeed CEO Ralph Rumberg, who will leave the Company on 30 June 2024. Pfeffer, who holds a Dipl.-Phys. & MBA, is expected to assume his new role on 1 October 2024. Mr. Pfeffer comes from Wago GmbH & Co KG, the market leader for electrical connection technology, which is represented in over 80 countries. As Vice President he is responsible for the Automation & Solutions business division. Previously, he was among others Managing Director at ebmpabst, a pioneer and technology leader in the global drive and compact fan world.Price Target Changed • Nov 23Price target decreased by 9.4% to €36.83Down from €40.67, the current price target is an average from 3 analysts. New target price is 98% above last closing price of €18.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.87 for next year compared to €3.12 last year.Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.49 (vs €0.88 in 3Q 2022)Third quarter 2023 results: EPS: €0.49 (down from €0.88 in 3Q 2022). Revenue: €140.7m (down 2.4% from 3Q 2022). Net income: €5.26m (down 45% from 3Q 2022). Profit margin: 3.7% (down from 6.6% in 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.New Risk • Nov 09New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change).Major Estimate Revision • Nov 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €604.6m to €589.3m. EPS estimate also fell from €2.86 per share to €2.51 per share. Net income forecast to shrink 5.3% next year vs 5.4% growth forecast for Machinery industry in Germany . Consensus price target down from €43.33 to €40.67. Share price fell 9.1% to €19.00 over the past week.Price Target Changed • Nov 06Price target decreased by 8.3% to €40.67Down from €44.33, the current price target is an average from 3 analysts. New target price is 119% above last closing price of €18.60. Stock is down 26% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.12 last year.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.70 (vs €0.74 in 2Q 2022)Second quarter 2023 results: EPS: €0.70 (down from €0.74 in 2Q 2022). Revenue: €145.0m (down 5.5% from 2Q 2022). Net income: €7.57m (down 5.3% from 2Q 2022). Profit margin: 5.2% (in line with 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Jun 14Gesco SE Announces Change in the Chairmanship of the Supervisory BoardKlaus Möllerfriedrich, Chairman of the Supervisory Board of GESCO SE, announced at June 12, 2023 Annual General Meeting that he would be handing over the chairmanship of the Company’s Supervisory Board to new hands following the Annual General Meeting. However, he will remain a regular member of the Supervisory Board. The new Chairman of the Supervisory Board is the long-standing Deputy Chairman of the Supervisory Board, Mr. Stefan Heimöller. Mr. Jens Große-Allermann was elected as his deputy. Mr. Möllerfriedrich is the founder of GESCO and has chaired the Supervisory Board since the beginning. The change that has now taken place was prepared in the long term and was already announced at the last Supervisory Board elections in 2020.Upcoming Dividend • Jun 06Upcoming dividend of €1.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).Reported Earnings • Apr 19Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €3.12 (up from €2.48 in FY 2021). Revenue: €588.7m (up 21% from FY 2021). Net income: €33.8m (up 26% from FY 2021). Profit margin: 5.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Mar 10Now 23% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €33.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings is also forecast to grow by 10.0% per annum over the same time period.분석 기사 • Jan 04An Intrinsic Calculation For Gesco AG (ETR:GSC1) Suggests It's 30% UndervaluedToday we will run through one way of estimating the intrinsic value of Gesco AG ( ETR:GSC1 ) by estimating the...공시 • Nov 18+ 3 more updatesGesco AG to Report Q1, 2023 Results on May 12, 2023Gesco AG announced that they will report Q1, 2023 results on May 12, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.88 (vs €0.64 in 3Q 2021)Third quarter 2022 results: EPS: €0.88 (up from €0.64 in 3Q 2021). Revenue: €145.7m (up 18% from 3Q 2021). Net income: €9.51m (up 37% from 3Q 2021). Profit margin: 6.5% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 18Upcoming dividend of €0.98 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 29 August 2022. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%).Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €0.74 (vs €0.39 in 2Q 2021)Second quarter 2022 results: EPS: €0.74 (up from €0.39 in 2Q 2021). Revenue: €153.4m (up 33% from 2Q 2021). Net income: €8.00m (up 91% from 2Q 2021). Profit margin: 5.2% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 06Does Gesco (ETR:GSC1) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €28.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 27% over the past three years.분석 기사 • May 31Here's Why We Think Gesco (ETR:GSC1) Is Well Worth WatchingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Major Estimate Revision • Apr 30Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €524.1m to €574.5m. EPS estimate increased from €2.50 to €2.80 per share. Net income forecast to grow 10% next year vs 18% growth forecast for Machinery industry in Germany. Consensus price target up from €37.33 to €41.25. Share price was steady at €24.70 over the past week.분석 기사 • Apr 28Results: Gesco AG Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Gesco AG ( ETR:GSC1 ) had a good week, as its shares rose 7.8% to close at €24.90 following the release of...Price Target Changed • Apr 27Price target increased to €40.13Up from €37.33, the current price target is an average from 4 analysts. New target price is 61% above last closing price of €24.90. Stock is up 10% over the past year. The company is forecast to post earnings per share of €2.74 for next year compared to €2.48 last year.Reported Earnings • Apr 27Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €488.6m (up 23% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.5% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 16%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 24Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €496.1m (up 25% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.4% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 5.6%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Apr 21Gesco AG Provides Earnings Guidance for 2022GESCO Group announced that for the year 2022, the Executive Board expects sales in a range of EUR 565 million - EUR 585 million and a consolidated result (after minority interests) of EUR 28.0 million - EUR 30.5 million.분석 기사 • Mar 15Should You Think About Buying Gesco AG (ETR:GSC1) Now?Gesco AG ( ETR:GSC1 ), is not the largest company out there, but it saw a decent share price growth in the teens level...Major Estimate Revision • Dec 01Consensus EPS estimates increase to €2.11The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €477.8m to €483.1m. EPS estimate increased from €1.91 to €2.11 per share. Net income forecast to grow 46% next year vs 36% growth forecast for Machinery industry in Germany. Consensus price target up from €33.46 to €34.75. Share price was steady at €25.00 over the past week.Price Target Changed • Aug 30Price target increased to €33.20Up from €30.63, the current price target is an average from 4 analysts. New target price is 37% above last closing price of €24.20. Stock is up 81% over the past year.Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS €0.39 (vs €0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €115.6m (up 31% from 2Q 2020). Net income: €4.19m (up €7.83m from 2Q 2020). Profit margin: 3.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.분석 기사 • Jun 03Gesco (ETR:GSC1) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • May 21First quarter 2021 earnings released: EPS €0.37 (vs €0.036 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €114.4m (down 12% from 1Q 2020). Net income: €4.05m (up €3.66m from 1Q 2020). Profit margin: 3.5% (up from 0.3% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.분석 기사 • May 19An Intrinsic Calculation For Gesco AG (ETR:GSC1) Suggests It's 36% UndervaluedHow far off is Gesco AG ( ETR:GSC1 ) from its intrinsic value? Using the most recent financial data, we'll take a look...분석 기사 • May 04Gesco's (ETR:GSC1) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Gesco AG's ( ETR:GSC1 ) lackluster earnings report last week. We did some...Price Target Changed • Mar 31Price target increased to €27.20Up from €23.98, the current price target is an average from 4 analysts. New target price is 14% above last closing price of €23.80. Stock is up 84% over the past year.분석 기사 • Mar 12Do Institutions Own Gesco AG (ETR:GSC1) Shares?The big shareholder groups in Gesco AG ( ETR:GSC1 ) have power over the company. Institutions often own shares in more...Is New 90 Day High Low • Feb 25New 90-day high: €22.60The company is up 52% from its price of €14.90 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.27 per share.분석 기사 • Feb 22Should You Investigate Gesco AG (ETR:GSC1) At €21.80?Gesco AG ( ETR:GSC1 ), might not be a large cap stock, but it received a lot of attention from a substantial price...공시 • Feb 05Thomas Sturm signed a contract to acquire remaining 80% stake in VWH GmbH from Gesco AG (XTRA:GSC1) in a management buyout transaction.Thomas Sturm signed a contract to acquire remaining 80% stake in VWH GmbH from Gesco AG (XTRA:GSC1) in a management buyout transaction on February 4, 2021. Thomas Sturm is a Managing Director of VWH GmbH and has held a minority stake of 20%. In 2020, VWH GmbH generated a revenue of €10 million.분석 기사 • Feb 03Are Investors Undervaluing Gesco AG (ETR:GSC1) By 21%?Today we will run through one way of estimating the intrinsic value of Gesco AG ( ETR:GSC1 ) by estimating the...Is New 90 Day High Low • Jan 28New 90-day high: €19.90The company is up 75% from its price of €11.40 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.41 per share.공시 • Jan 22Gesco AG to Report Fiscal Year 2021 Results on Apr 27, 2021Gesco AG announced that they will report fiscal year 2021 results on Apr 27, 2021분석 기사 • Jan 17Gesco's (ETR:GSC1) Stock Price Has Reduced 39% In The Past Three YearsIt is a pleasure to report that the Gesco AG ( ETR:GSC1 ) is up 61% in the last quarter. But that doesn't help the fact...Is New 90 Day High Low • Jan 13New 90-day high: €19.65The company is up 64% from its price of €12.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.62 per share.Price Target Changed • Jan 10Price target raised to €22.98Up from €20.58, the current price target is an average from 4 analysts. The new target price is 18% above the current share price of €19.50. As of last close, the stock is up 2.8% over the past year.분석 기사 • Dec 28Gesco (ETR:GSC1) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Dec 23Evoco TSE III SCSp managed by Evoco Ltd agreed to acquire majority stakes in Frank Walz- und Schmiedetechnik GmbH, C.F.K. CNC-Fertigungstechnik Kriftel GmbH, Paul Beier GmbH & Co. KG, Modell Technik Formenbau GmbH, Werkzeugbau Laichingen GmbH and Dömer Ring from Gesco AG (XTRA:GSC1) for €27 million.Evoco TSE III SCSp managed by Evoco Ltd agreed to acquire majority stakes in Frank Walz- und Schmiedetechnik GmbH, C.F.K. CNC-Fertigungstechnik Kriftel GmbH, Paul Beier GmbH & Co. KG, Modell Technik Formenbau GmbH, Werkzeugbau Laichingen GmbH and Dömer Ring from Gesco AG (XTRA:GSC1) for €27 million on December 21, 2020. The purchase price amounts to €27 million and is accompanied by a net cash inflow of €15 million, which is partially earmarked for reduction of liabilities and partially for acquisitions. In addition, Evoco TSE III SCSp assumes net liabilities, pension obligations and lease liabilities of in total approximately €28 million. The six companies generated a combined turnover of over €100 million in the year 2019. Closing for Paul Beier GmbH & Co. KG f is subject to the granting of regulatory approval. The closing of the transaction is expected to take place for five of the six companies shortly after the signing of the contract.주주 수익률GSC1DE MachineryDE 시장7D0%0.2%3.2%1Y-19.1%-0.3%2.5%전체 주주 수익률 보기수익률 대 산업: GSC1은 지난 1년 동안 -0.3%의 수익을 기록한 German Machinery 산업보다 저조한 성과를 냈습니다.수익률 대 시장: GSC1은 지난 1년 동안 2.5%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is GSC1's price volatile compared to industry and market?GSC1 volatilityGSC1 Average Weekly Movement5.2%Machinery Industry Average Movement5.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%안정적인 주가: GSC1는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: GSC1의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19891,596Johannes Pfefferwww.gesco.deGesco SE는 독일, 기타 유럽 및 전 세계에서 공정, 자원, 의료 및 인프라 기술 분야에서 사업을 운영하고 있습니다. 이 회사는 플라스틱 스풀과 사출 성형 기술 부품을 개발, 생산 및 판매합니다. 또한 특수강, 주조, 주조, 코팅 및 경화 제품도 제공합니다.더 보기Gesco SE 기초 지표 요약Gesco의 순이익과 매출은 시가총액과 어떻게 비교됩니까?GSC1 기초 통계시가총액€146.79m순이익 (TTM)€10.67m매출 (TTM)€495.00m13.8x주가수익비율(P/E)0.3x주가매출비율(P/S)GSC1는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표GSC1 손익계산서 (TTM)매출€495.00m매출원가€270.46m총이익€224.54m기타 비용€213.87m순이익€10.67m최근 보고된 실적Mar 31, 2026다음 실적 발표일Aug 12, 2026주당순이익(EPS)1.03총이익률45.36%순이익률2.16%부채/자본 비율23.8%GSC1의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당1.4%현재 배당 수익률19%배당 성향GSC1는 안정적으로 배당을 지급합니까?GSC1 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 GSC1를 매수해야 하나요?Gesco 배당 일정배당락일Jun 25 2026배당 지급일Jun 29 2026배당락일까지 남은 일수31 days배당 지급일까지 남은 일수35 daysGSC1는 안정적으로 배당을 지급합니까?GSC1 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 19:49종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Gesco SE는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andre RemkeBaader Helvea Equity ResearchRene RückertBaader Helvea Equity ResearchVolker BosseBaader Helvea Equity Research10명의 분석가 더 보기
공시 • May 18Gesco SE, Annual General Meeting, Jun 24, 2026Gesco SE, Annual General Meeting, Jun 24, 2026, at 13:00 W. Europe Standard Time.
Reported Earnings • Apr 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.96 (up from €0.42 in FY 2024). Revenue: €503.9m (down 2.0% from FY 2024). Net income: €9.93m (up 124% from FY 2024). Profit margin: 2.0% (up from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Declared Dividend • Mar 11Dividend increased to €0.20Dividend of €0.20 is 100% higher than last year. Ex-date: 25th June 2026 Payment date: 29th June 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 10Gesco SE announces Annual dividend, payable on June 29, 2026Gesco SE announced Annual dividend of EUR 0.2000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.
분석 기사 • Jan 29Is Gesco (ETR:GSC1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Dec 17Gesco SE to Report Fiscal Year 2025 Results on Apr 15, 2026Gesco SE announced that they will report fiscal year 2025 results on Apr 15, 2026
공시 • May 18Gesco SE, Annual General Meeting, Jun 24, 2026Gesco SE, Annual General Meeting, Jun 24, 2026, at 13:00 W. Europe Standard Time.
Reported Earnings • Apr 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €0.96 (up from €0.42 in FY 2024). Revenue: €503.9m (down 2.0% from FY 2024). Net income: €9.93m (up 124% from FY 2024). Profit margin: 2.0% (up from 0.9% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Declared Dividend • Mar 11Dividend increased to €0.20Dividend of €0.20 is 100% higher than last year. Ex-date: 25th June 2026 Payment date: 29th June 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (3% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 106% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 10Gesco SE announces Annual dividend, payable on June 29, 2026Gesco SE announced Annual dividend of EUR 0.2000 per share payable on June 29, 2026, ex-date on June 25, 2026 and record date on June 26, 2026.
분석 기사 • Jan 29Is Gesco (ETR:GSC1) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Dec 17Gesco SE to Report Fiscal Year 2025 Results on Apr 15, 2026Gesco SE announced that they will report fiscal year 2025 results on Apr 15, 2026
공시 • Dec 16+ 2 more updatesGesco SE to Report Q3, 2026 Results on Nov 11, 2026Gesco SE announced that they will report Q3, 2026 results on Nov 11, 2026
Major Estimate Revision • Nov 22Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €493.0m to €487.0m. EPS estimate also fell from €1.10 per share to €0.967 per share. Net income forecast to grow 80% next year vs 22% growth forecast for Machinery industry in Germany. Consensus price target down from €25.38 to €23.60. Share price fell 3.8% to €13.85 over the past week.
분석 기사 • Nov 20We Think You Should Be Aware Of Some Concerning Factors In Gesco's (ETR:GSC1) EarningsGesco SE's ( ETR:GSC1 ) robust recent earnings didn't do much to move the stock. However the statutory profit number...
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €508.0m to €492.0m. EPS estimate also fell from €1.33 per share to €1.06 per share. Net income forecast to grow 92% next year vs 23% growth forecast for Machinery industry in Germany. Consensus price target down from €25.38 to €24.10. Share price was steady at €14.00 over the past week.
분석 기사 • Nov 15Analysts Have Been Trimming Their Gesco SE (ETR:GSC1) Price Target After Its Latest ReportLast week, you might have seen that Gesco SE ( ETR:GSC1 ) released its quarterly result to the market. The early...
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: €0.37 (vs €0.32 in 3Q 2024)Third quarter 2025 results: EPS: €0.37 (up from €0.32 in 3Q 2024). Revenue: €129.4m (flat on 3Q 2024). Net income: €3.79m (up 13% from 3Q 2024). Profit margin: 2.9% (up from 2.6% in 3Q 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €14.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Machinery industry in Germany. Total loss to shareholders of 39% over the past three years.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €525.0m to €508.0m. EPS estimate also fell from €1.53 per share to €1.33 per share. Net income forecast to grow 135% next year vs 20% growth forecast for Machinery industry in Germany. Consensus price target down from €25.90 to €25.38. Share price rose 3.2% to €17.75 over the past week.
Price Target Changed • Aug 15Price target decreased by 8.7% to €25.25Down from €27.67, the current price target is an average from 4 analysts. New target price is 43% above last closing price of €17.60. Stock is up 25% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €0.42 last year.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: €0.24 (up from €0.022 in 2Q 2024). Revenue: €118.2m (down 8.2% from 2Q 2024). Net income: €2.52m (up €2.29m from 2Q 2024). Profit margin: 2.1% (up from 0.2% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10.0%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
공시 • Jul 03Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH.Gesco SE (XTRA:GSC1) acquired Eckart Produktion GmbH on July 1, 2025. For the period ending December 31, 2024, Eckart Produktion GmbH reported total revenue of €20 million. The current Managing Director Markus Eckart will continue to manage the company in the future. Gesco SE (XTRA:GSC1) completed the acquisition of Eckart Produktion GmbH on July 1, 2025.
공시 • Jun 26Gesco SE Announces Board Supervisory ChangesGesco SE at its Annual General Meeting, held on June 26, 2025, elected a new Supervisory Board. GESCO founder Mr. Klaus Möllerfriedrich, who was a member of the Supervisory Board for over 25 years, stepped down at Annual General Meeting. Dr Mathias Saggau was elected as a new member of the Supervisory Board.
Upcoming Dividend • Jun 19Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 26 June 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (3.4%).
분석 기사 • May 21Some May Be Optimistic About Gesco's (ETR:GSC1) EarningsSoft earnings didn't appear to concern Gesco SE's ( ETR:GSC1 ) shareholders over the last week. Our analysis suggests...
공시 • May 20Gesco SE, Annual General Meeting, Jun 25, 2025Gesco SE, Annual General Meeting, Jun 25, 2025, at 10:00 W. Europe Standard Time.
분석 기사 • May 14Results: Gesco SE Exceeded Expectations And The Consensus Has Updated Its EstimatesGesco SE ( ETR:GSC1 ) just released its first-quarter report and things are looking bullish. Results were good overall...
Price Target Changed • May 12Price target decreased by 7.4% to €25.63Down from €27.67, the current price target is an average from 4 analysts. New target price is 53% above last closing price of €16.80. Stock is down 3.7% over the past year. The company is forecast to post earnings per share of €1.47 for next year compared to €0.42 last year.
Reported Earnings • May 12First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: €0.19 (up from €0.16 in 1Q 2024). Revenue: €122.3m (down 1.7% from 1Q 2024). Net income: €2.02m (up 13% from 1Q 2024). Profit margin: 1.6% (up from 1.4% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
공시 • Apr 30Gesco SE announces Annual dividend, payable on June 30, 2025Gesco SE announced Annual dividend of EUR 0.1000 per share payable on June 30, 2025, ex-date on June 26, 2025 and record date on June 27, 2025.
Price Target Changed • Apr 16Price target increased by 9.8% to €27.67Up from €25.20, the current price target is an average from 3 analysts. New target price is 76% above last closing price of €15.75. Stock is down 12% over the past year. The company is forecast to post earnings per share of €0.50 for next year compared to €1.93 last year.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €14.40, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Machinery industry in Germany. Total loss to shareholders of 30% over the past three years.
Major Estimate Revision • Apr 06Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.625 to €0.498 per share. Revenue forecast steady at €514.4m. Net income forecast to grow 109% next year vs 9.2% growth forecast for Machinery industry in Germany. Consensus price target broadly unchanged at €25.38. Share price fell 5.7% to €14.90 over the past week.
분석 기사 • Apr 03Earnings Tell The Story For Gesco SE (ETR:GSC1) As Its Stock Soars 29%The Gesco SE ( ETR:GSC1 ) share price has done very well over the last month, posting an excellent gain of 29%. The bad...
공시 • Mar 26Gesco SE Proposes DividendGESCO SE proposed a dividend payment of €0.10 per share entitled to a dividend.
분석 기사 • Mar 18When Should You Buy Gesco SE (ETR:GSC1)?Gesco SE ( ETR:GSC1 ), is not the largest company out there, but it saw a significant share price rise of 24% in the...
Major Estimate Revision • Dec 24Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €520.8m to €503.8m. EPS estimate also fell from €0.838 per share to €0.623 per share. Net income forecast to grow 130% next year vs 9.6% growth forecast for Machinery industry in Germany. Consensus price target broadly unchanged at €24.95. Share price was steady at €13.25 over the past week.
공시 • Dec 18Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction.Dennis Gattermann agreed to acquire Astroplast Kunststofftechnik GmbH & Co.Kg from Gesco SE (XTRA:GSC1) in a management buyout transaction on December 16, 2024. A cash consideration will be paid by the buyer. As part of consideration, an undisclosed value is paid towards common equity of Astroplast Kunststofftechnik GmbH & Co.Kg. For the period ending December 31, 2023, Astroplast Kunststofftechnik GmbH & Co.Kg reported total revenue of €15 million. The closing is planned by the end of the financial year.
공시 • Dec 10+ 3 more updatesGesco SE to Report Fiscal Year 2024 Results on Apr 29, 2025Gesco SE announced that they will report fiscal year 2024 results on Apr 29, 2025
Major Estimate Revision • Nov 21Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €1.00 to €0.873 per share. Revenue forecast steady at €520.8m. Net income forecast to grow 135% next year vs 21% growth forecast for Machinery industry in Germany. Consensus price target of €24.68 unchanged from last update. Share price was steady at €13.60 over the past week.
분석 기사 • Nov 19There May Be Some Bright Spots In Gesco's (ETR:GSC1) EarningsShareholders appeared unconcerned with Gesco SE's ( ETR:GSC1 ) lackluster earnings report last week. We think that the...
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS in line with expectations, revenues disappointThird quarter 2024 results: EPS: €0.31 (down from €0.49 in 3Q 2023). Revenue: €131.6m (down 5.1% from 3Q 2023). Net income: €3.35m (down 36% from 3Q 2023). Profit margin: 2.5% (down from 3.8% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €535.3m to €525.3m. EPS estimate also fell from €1.34 per share to €1.00 per share. Net income forecast to grow 80% next year vs 16% growth forecast for Machinery industry in Germany. Consensus price target down from €30.38 to €24.80. Share price was steady at €13.90 over the past week.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €0.04 (vs €0.70 in 2Q 2023)Second quarter 2024 results: EPS: €0.04 (down from €0.70 in 2Q 2023). Revenue: €129.4m (down 11% from 2Q 2023). Net income: €233.0k (down 97% from 2Q 2023). Profit margin: 0.2% (down from 5.2% in 2Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €13.65, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Machinery industry in Germany. Total loss to shareholders of 29% over the past three years.
Price Target Changed • Jul 31Price target decreased by 9.2% to €33.17Down from €36.53, the current price target is an average from 3 analysts. New target price is 116% above last closing price of €15.35. Stock is down 32% over the past year. The company is forecast to post earnings per share of €2.42 for next year compared to €1.93 last year.
Upcoming Dividend • May 23Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.4%).
Reported Earnings • May 10First quarter 2024 earnings released: EPS: €0.16 (vs €0.62 in 1Q 2023)First quarter 2024 results: EPS: €0.16 (down from €0.62 in 1Q 2023). Revenue: €125.9m (down 15% from 1Q 2023). Net income: €1.79m (down 74% from 1Q 2023). Profit margin: 1.4% (down from 4.6% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Apr 19Some Investors May Be Willing To Look Past Gesco's (ETR:GSC1) Soft EarningsShareholders appeared unconcerned with Gesco SE's ( ETR:GSC1 ) lackluster earnings report last week. Our analysis...
Reported Earnings • Apr 12Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €1.93 (down from €3.12 in FY 2022). Revenue: €569.6m (down 2.3% from FY 2022). Net income: €20.9m (down 38% from FY 2022). Profit margin: 3.7% (down from 5.8% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Apr 11GESCO SE Announces CEO ChangesThe Supervisory Board of GESCO SE announced that Johannes Pfeffer will succeed CEO Ralph Rumberg, who will leave the Company on 30 June 2024. Pfeffer, who holds a Dipl.-Phys. & MBA, is expected to assume his new role on 1 October 2024. Mr. Pfeffer comes from Wago GmbH & Co KG, the market leader for electrical connection technology, which is represented in over 80 countries. As Vice President he is responsible for the Automation & Solutions business division. Previously, he was among others Managing Director at ebmpabst, a pioneer and technology leader in the global drive and compact fan world.
Price Target Changed • Nov 23Price target decreased by 9.4% to €36.83Down from €40.67, the current price target is an average from 3 analysts. New target price is 98% above last closing price of €18.60. Stock is down 29% over the past year. The company is forecast to post earnings per share of €1.87 for next year compared to €3.12 last year.
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: €0.49 (vs €0.88 in 3Q 2022)Third quarter 2023 results: EPS: €0.49 (down from €0.88 in 3Q 2022). Revenue: €140.7m (down 2.4% from 3Q 2022). Net income: €5.26m (down 45% from 3Q 2022). Profit margin: 3.7% (down from 6.6% in 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 09New 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 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (6.3% average weekly change).
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €604.6m to €589.3m. EPS estimate also fell from €2.86 per share to €2.51 per share. Net income forecast to shrink 5.3% next year vs 5.4% growth forecast for Machinery industry in Germany . Consensus price target down from €43.33 to €40.67. Share price fell 9.1% to €19.00 over the past week.
Price Target Changed • Nov 06Price target decreased by 8.3% to €40.67Down from €44.33, the current price target is an average from 3 analysts. New target price is 119% above last closing price of €18.60. Stock is down 26% over the past year. The company is forecast to post earnings per share of €2.51 for next year compared to €3.12 last year.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: €0.70 (vs €0.74 in 2Q 2022)Second quarter 2023 results: EPS: €0.70 (down from €0.74 in 2Q 2022). Revenue: €145.0m (down 5.5% from 2Q 2022). Net income: €7.57m (down 5.3% from 2Q 2022). Profit margin: 5.2% (in line with 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Jun 14Gesco SE Announces Change in the Chairmanship of the Supervisory BoardKlaus Möllerfriedrich, Chairman of the Supervisory Board of GESCO SE, announced at June 12, 2023 Annual General Meeting that he would be handing over the chairmanship of the Company’s Supervisory Board to new hands following the Annual General Meeting. However, he will remain a regular member of the Supervisory Board. The new Chairman of the Supervisory Board is the long-standing Deputy Chairman of the Supervisory Board, Mr. Stefan Heimöller. Mr. Jens Große-Allermann was elected as his deputy. Mr. Möllerfriedrich is the founder of GESCO and has chaired the Supervisory Board since the beginning. The change that has now taken place was prepared in the long term and was already announced at the last Supervisory Board elections in 2020.
Upcoming Dividend • Jun 06Upcoming dividend of €1.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
Reported Earnings • Apr 19Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €3.12 (up from €2.48 in FY 2021). Revenue: €588.7m (up 21% from FY 2021). Net income: €33.8m (up 26% from FY 2021). Profit margin: 5.7% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Mar 10Now 23% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €33.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings is also forecast to grow by 10.0% per annum over the same time period.
분석 기사 • Jan 04An Intrinsic Calculation For Gesco AG (ETR:GSC1) Suggests It's 30% UndervaluedToday we will run through one way of estimating the intrinsic value of Gesco AG ( ETR:GSC1 ) by estimating the...
공시 • Nov 18+ 3 more updatesGesco AG to Report Q1, 2023 Results on May 12, 2023Gesco AG announced that they will report Q1, 2023 results on May 12, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.88 (vs €0.64 in 3Q 2021)Third quarter 2022 results: EPS: €0.88 (up from €0.64 in 3Q 2021). Revenue: €145.7m (up 18% from 3Q 2021). Net income: €9.51m (up 37% from 3Q 2021). Profit margin: 6.5% (up from 5.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 18Upcoming dividend of €0.98 per shareEligible shareholders must have bought the stock before 25 August 2022. Payment date: 29 August 2022. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (2.7%).
Reported Earnings • Aug 14Second quarter 2022 earnings released: EPS: €0.74 (vs €0.39 in 2Q 2021)Second quarter 2022 results: EPS: €0.74 (up from €0.39 in 2Q 2021). Revenue: €153.4m (up 33% from 2Q 2021). Net income: €8.00m (up 91% from 2Q 2021). Profit margin: 5.2% (up from 3.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 06Does Gesco (ETR:GSC1) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improved over the past weekAfter last week's 15% share price gain to €28.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 27% over the past three years.
분석 기사 • May 31Here's Why We Think Gesco (ETR:GSC1) Is Well Worth WatchingIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Major Estimate Revision • Apr 30Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €524.1m to €574.5m. EPS estimate increased from €2.50 to €2.80 per share. Net income forecast to grow 10% next year vs 18% growth forecast for Machinery industry in Germany. Consensus price target up from €37.33 to €41.25. Share price was steady at €24.70 over the past week.
분석 기사 • Apr 28Results: Gesco AG Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Gesco AG ( ETR:GSC1 ) had a good week, as its shares rose 7.8% to close at €24.90 following the release of...
Price Target Changed • Apr 27Price target increased to €40.13Up from €37.33, the current price target is an average from 4 analysts. New target price is 61% above last closing price of €24.90. Stock is up 10% over the past year. The company is forecast to post earnings per share of €2.74 for next year compared to €2.48 last year.
Reported Earnings • Apr 27Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €488.6m (up 23% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.5% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 16%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 24Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: €2.48 (up from €0.54 in FY 2020). Revenue: €496.1m (up 25% from FY 2020). Net income: €26.9m (up 361% from FY 2020). Profit margin: 5.4% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 5.6%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Apr 21Gesco AG Provides Earnings Guidance for 2022GESCO Group announced that for the year 2022, the Executive Board expects sales in a range of EUR 565 million - EUR 585 million and a consolidated result (after minority interests) of EUR 28.0 million - EUR 30.5 million.
분석 기사 • Mar 15Should You Think About Buying Gesco AG (ETR:GSC1) Now?Gesco AG ( ETR:GSC1 ), is not the largest company out there, but it saw a decent share price growth in the teens level...
Major Estimate Revision • Dec 01Consensus EPS estimates increase to €2.11The consensus outlook for earnings per share (EPS) in 2021 has improved. 2021 revenue forecast increased from €477.8m to €483.1m. EPS estimate increased from €1.91 to €2.11 per share. Net income forecast to grow 46% next year vs 36% growth forecast for Machinery industry in Germany. Consensus price target up from €33.46 to €34.75. Share price was steady at €25.00 over the past week.
Price Target Changed • Aug 30Price target increased to €33.20Up from €30.63, the current price target is an average from 4 analysts. New target price is 37% above last closing price of €24.20. Stock is up 81% over the past year.
Reported Earnings • Aug 28Second quarter 2021 earnings released: EPS €0.39 (vs €0.34 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €115.6m (up 31% from 2Q 2020). Net income: €4.19m (up €7.83m from 2Q 2020). Profit margin: 3.6% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
분석 기사 • Jun 03Gesco (ETR:GSC1) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • May 21First quarter 2021 earnings released: EPS €0.37 (vs €0.036 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €114.4m (down 12% from 1Q 2020). Net income: €4.05m (up €3.66m from 1Q 2020). Profit margin: 3.5% (up from 0.3% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
분석 기사 • May 19An Intrinsic Calculation For Gesco AG (ETR:GSC1) Suggests It's 36% UndervaluedHow far off is Gesco AG ( ETR:GSC1 ) from its intrinsic value? Using the most recent financial data, we'll take a look...
분석 기사 • May 04Gesco's (ETR:GSC1) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Gesco AG's ( ETR:GSC1 ) lackluster earnings report last week. We did some...
Price Target Changed • Mar 31Price target increased to €27.20Up from €23.98, the current price target is an average from 4 analysts. New target price is 14% above last closing price of €23.80. Stock is up 84% over the past year.
분석 기사 • Mar 12Do Institutions Own Gesco AG (ETR:GSC1) Shares?The big shareholder groups in Gesco AG ( ETR:GSC1 ) have power over the company. Institutions often own shares in more...
Is New 90 Day High Low • Feb 25New 90-day high: €22.60The company is up 52% from its price of €14.90 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.27 per share.
분석 기사 • Feb 22Should You Investigate Gesco AG (ETR:GSC1) At €21.80?Gesco AG ( ETR:GSC1 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
공시 • Feb 05Thomas Sturm signed a contract to acquire remaining 80% stake in VWH GmbH from Gesco AG (XTRA:GSC1) in a management buyout transaction.Thomas Sturm signed a contract to acquire remaining 80% stake in VWH GmbH from Gesco AG (XTRA:GSC1) in a management buyout transaction on February 4, 2021. Thomas Sturm is a Managing Director of VWH GmbH and has held a minority stake of 20%. In 2020, VWH GmbH generated a revenue of €10 million.
분석 기사 • Feb 03Are Investors Undervaluing Gesco AG (ETR:GSC1) By 21%?Today we will run through one way of estimating the intrinsic value of Gesco AG ( ETR:GSC1 ) by estimating the...
Is New 90 Day High Low • Jan 28New 90-day high: €19.90The company is up 75% from its price of €11.40 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.41 per share.
공시 • Jan 22Gesco AG to Report Fiscal Year 2021 Results on Apr 27, 2021Gesco AG announced that they will report fiscal year 2021 results on Apr 27, 2021
분석 기사 • Jan 17Gesco's (ETR:GSC1) Stock Price Has Reduced 39% In The Past Three YearsIt is a pleasure to report that the Gesco AG ( ETR:GSC1 ) is up 61% in the last quarter. But that doesn't help the fact...
Is New 90 Day High Low • Jan 13New 90-day high: €19.65The company is up 64% from its price of €12.00 on 14 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.62 per share.
Price Target Changed • Jan 10Price target raised to €22.98Up from €20.58, the current price target is an average from 4 analysts. The new target price is 18% above the current share price of €19.50. As of last close, the stock is up 2.8% over the past year.
분석 기사 • Dec 28Gesco (ETR:GSC1) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Dec 23Evoco TSE III SCSp managed by Evoco Ltd agreed to acquire majority stakes in Frank Walz- und Schmiedetechnik GmbH, C.F.K. CNC-Fertigungstechnik Kriftel GmbH, Paul Beier GmbH & Co. KG, Modell Technik Formenbau GmbH, Werkzeugbau Laichingen GmbH and Dömer Ring from Gesco AG (XTRA:GSC1) for €27 million.Evoco TSE III SCSp managed by Evoco Ltd agreed to acquire majority stakes in Frank Walz- und Schmiedetechnik GmbH, C.F.K. CNC-Fertigungstechnik Kriftel GmbH, Paul Beier GmbH & Co. KG, Modell Technik Formenbau GmbH, Werkzeugbau Laichingen GmbH and Dömer Ring from Gesco AG (XTRA:GSC1) for €27 million on December 21, 2020. The purchase price amounts to €27 million and is accompanied by a net cash inflow of €15 million, which is partially earmarked for reduction of liabilities and partially for acquisitions. In addition, Evoco TSE III SCSp assumes net liabilities, pension obligations and lease liabilities of in total approximately €28 million. The six companies generated a combined turnover of over €100 million in the year 2019. Closing for Paul Beier GmbH & Co. KG f is subject to the granting of regulatory approval. The closing of the transaction is expected to take place for five of the six companies shortly after the signing of the contract.
