Stabilus SE

XTRA:STM 주식 리포트

시가총액: €450.2m

Stabilus 향후 성장

Future 기준 점검 3/6

Stabilus (는) 각각 연간 43.9% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 46% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.9% 로 예상됩니다.

핵심 정보

43.9%

이익 성장률

45.97%

EPS 성장률

Machinery 이익 성장24.6%
매출 성장률3.4%
향후 자기자본이익률9.92%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

분석 기사 May 07

Stabilus SE (ETR:STM) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Stabilus SE ( ETR:STM ) came out with its second-quarter results last week, and we wanted to see how the business is...
분석 기사 Jan 29

€30.43: That's What Analysts Think Stabilus SE (ETR:STM) Is Worth After Its Latest Results

As you might know, Stabilus SE ( ETR:STM ) recently reported its quarterly numbers. Results were roughly in line with...

Recent updates

내러티브 업데이트 May 15

STM: Industrial Pipeline And 2026 Guidance Will Support Future Upside

Analysts have trimmed their price target for Stabilus by €2.16 to €28.27, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, in line with recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the revised €28.27 target as still leaving room for upside if Stabilus can deliver on its revenue and margin assumptions embedded in the updated models.
분석 기사 May 07

Stabilus SE (ETR:STM) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Stabilus SE ( ETR:STM ) came out with its second-quarter results last week, and we wanted to see how the business is...
내러티브 업데이트 Apr 27

STM: Future Execution Risks And Dividend Reset Will Shape Cautious Outlook

Analysts have trimmed their fair value estimate for Stabilus by €1 to €17. This reflects recent price target cuts and more cautious assumptions on revenue growth and future P/E multiples.
내러티브 업데이트 Apr 12

STM: Future Execution Risks And Defense Orders Will Balance Cautious Outlook

Analysts have lowered their price target on Stabilus by €7, citing updated assumptions for discount rates, revenue growth, profit margins and the future P/E multiple. Analyst Commentary Recent commentary around Stabilus has turned more cautious, with the latest price target cut of €7 highlighting growing concern about how current expectations line up with execution risks and valuation.
내러티브 업데이트 Mar 29

STM: Military Pipeline And Buybacks Will Support Upside After Discount Reset

Narrative Update on Stabilus Analysts have reduced their price target on Stabilus by €7, reflecting updated views on the shares after recent research commentary. Analyst Commentary JPMorgan lowered its price target on Stabilus by €7, which signals a more cautious stance on the shares while still reflecting engagement with the story rather than a complete reassessment of the business.
내러티브 업데이트 Mar 15

STM: Higher Hurdle Rate Will Still Support Upside After Discount Recalibration

Narrative Update on Stabilus Analysts have reduced their price target on Stabilus by €7, reflecting updated views on the company that align with modest adjustments in the discount rate, profit margin, and forward P/E assumptions. Analyst Commentary Recent commentary around the €7 price target cut points to a more cautious but still engaged stance from the analyst community, with attention on how Stabilus can balance valuation, earnings quality, and execution risks.
내러티브 업데이트 Mar 01

STM: Higher Hurdle Rate Will Still Support Long Term Upside

Analysts have trimmed their price target on Stabilus by €2.66 to €30.43, reflecting updated assumptions on fair value, discount rate, growth, margins and future P/E after recent research, including the €7 price target cut flagged in Street commentary. Analyst Commentary JPMorgan highlighted a €7 cut to its price target for Stabilus, which feeds into the revised blended target of €30.43 and reflects updated thinking on valuation, growth assumptions and execution risk.
내러티브 업데이트 Feb 15

STM: Future Margin Discipline And Buyback Plan Will Support Upside

Analysts have trimmed their 12 month price target on Stabilus by €7 to reflect updated views on discount rates, revenue growth and profit margins, while aligning with recent Street research. Analyst Commentary While the headline price target move is lower by €7, recent research suggests that some institutional views on Stabilus remain constructive, especially around execution and valuation support.
분석 기사 Feb 02

Stabilus (ETR:STM) Is Reducing Its Dividend To €0.35

Stabilus SE ( ETR:STM ) has announced that on 9th of February, it will be paying a dividend of€0.35, which a reduction...
내러티브 업데이트 Feb 01

STM: Cautious Outlook Will Balance Execution Risks With Buyback And Dividend Support

We are lowering our analyst price target for Stabilus to €18.00 from €26.00, reflecting analysts' more cautious assumptions on fair value, discount rate, revenue growth and margins in light of recent target cuts from the Street. Analyst Commentary Recent Street research on Stabilus points to a more careful tone, with multiple price target cuts signalling that expectations around valuation, execution and growth are being reset lower.
분석 기사 Jan 29

€30.43: That's What Analysts Think Stabilus SE (ETR:STM) Is Worth After Its Latest Results

As you might know, Stabilus SE ( ETR:STM ) recently reported its quarterly numbers. Results were roughly in line with...
분석 기사 Jan 19

Stabilus' (ETR:STM) Shareholders Will Receive A Smaller Dividend Than Last Year

Stabilus SE ( ETR:STM ) has announced that on 9th of February, it will be paying a dividend of€0.35, which a reduction...
내러티브 업데이트 Jan 18

STM: Higher Risk Assumptions Will Still Support Positive Long Term Upside

Analysts have trimmed their price target on Stabilus, with one recent update moving from €32 to €31. This reflects a lower fair value estimate, a higher discount rate and more cautious assumptions around revenue growth, profit margins and future P/E.
분석 기사 Dec 17

Stabilus (ETR:STM) Is Reducing Its Dividend To €0.35

Stabilus SE ( ETR:STM ) has announced that on 9th of February, it will be paying a dividend of€0.35, which a reduction...
분석 기사 Dec 16

We Think You Can Look Beyond Stabilus' (ETR:STM) Lackluster Earnings

Stabilus SE's ( ETR:STM ) earnings announcement last week didn't impress shareholders. Despite the soft profit numbers...
내러티브 업데이트 Dec 15

STM: Long-Term Margin Recovery And Automation Demand Will Drive Upside

Analysts have trimmed their price target on Stabilus to EUR 31 from EUR 32. This reflects concerns over a sharply lower expected profit margin despite slightly stronger revenue growth projections and a higher anticipated valuation multiple.
분석 기사 Dec 09

Stabilus SE's (ETR:STM) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 9.1x Stabilus SE ( ETR:STM ) may be sending bullish signals at the moment...
분석 기사 Oct 16

These 4 Measures Indicate That Stabilus (ETR:STM) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Aug 07

€36.29: That's What Analysts Think Stabilus SE (ETR:STM) Is Worth After Its Latest Results

XTRA:STM 1 Year Share Price vs Fair Value Explore Stabilus's Fair Values from the Community and select yours Last week...
내러티브 업데이트 Aug 06

Industrial Automation And Machinery Investments Will Drive Recovery

Despite an improved consensus revenue growth forecast, a decline in net profit margin has prompted analysts to lower Stabilus' fair value estimate from €42.71 to €36.29. What's in the News Andreas Jaeger appointed as Stabilus SE's new CFO, succeeding Stefan Bauerreis; Jaeger has over 20 years of financial experience in industrial companies and previously served as CFO and interim CEO at Forbo Holding.
분석 기사 Jul 17

Is Now An Opportune Moment To Examine Stabilus SE (ETR:STM)?

Stabilus SE ( ETR:STM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Jun 29

Is Stabilus (ETR:STM) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Mar 26

There's No Escaping Stabilus SE's (ETR:STM) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 10x Stabilus SE ( ETR:STM ) may be sending bullish signals at the moment...
User avatar
새로운 내러티브 Feb 25

DESTACO Acquisition And Automation Focus Expected To Improve Future Performance

Strategic acquisitions and industrial focus are boosting Stabilus's revenue, margins, and future earnings potential.
분석 기사 Feb 17

Is There Now An Opportunity In Stabilus SE (ETR:STM)?

Stabilus SE ( ETR:STM ), is not the largest company out there, but it saw a decent share price growth of 15% on the...
분석 기사 Nov 18

Some May Be Optimistic About Stabilus' (ETR:STM) Earnings

The most recent earnings report from Stabilus SE ( ETR:STM ) was disappointing for shareholders. However, our analysis...
분석 기사 Nov 07

Stabilus SE (ETR:STM) Might Not Be As Mispriced As It Looks

With a price-to-earnings (or "P/E") ratio of 12.2x Stabilus SE ( ETR:STM ) may be sending bullish signals at the...
분석 기사 Aug 23

Is It Time To Consider Buying Stabilus SE (ETR:STM)?

While Stabilus SE ( ETR:STM ) might not have the largest market cap around , it received a lot of attention from a...
분석 기사 Jun 27

Positive Sentiment Still Eludes Stabilus SE (ETR:STM) Following 26% Share Price Slump

The Stabilus SE ( ETR:STM ) share price has fared very poorly over the last month, falling by a substantial 26%. The...
분석 기사 May 11

Stabilus SE Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that Stabilus SE ( ETR:STM ) released its first-quarter result to the market. The early...
분석 기사 May 08

Is Stabilus (ETR:STM) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Mar 06

When Should You Buy Stabilus SE (ETR:STM)?

While Stabilus SE ( ETR:STM ) might not have the largest market cap around , it saw significant share price movement...
분석 기사 Feb 02

Stabilus SE Just Missed EPS By 36%: Here's What Analysts Think Will Happen Next

Investors in Stabilus SE ( ETR:STM ) had a good week, as its shares rose 2.6% to close at €65.20 following the release...
분석 기사 Feb 01

Increases to CEO Compensation Might Be Put On Hold For Now at Stabilus SE (ETR:STM)

Key Insights Stabilus will host its Annual General Meeting on 7th of February CEO Michael Büchsner's total compensation...
분석 기사 Jan 16

Why We're Not Concerned About Stabilus SE's (ETR:STM) Share Price

With a median price-to-earnings (or "P/E") ratio of close to 16x in Germany, you could be forgiven for feeling...

이익 및 매출 성장 예측

XTRA:STM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/20281,30970571714
9/30/20271,26555821587
9/30/20261,21744661516
3/31/20261,22815110181N/A
12/31/20251,26117125204N/A
9/30/20251,29623113197N/A
6/30/20251,31652112194N/A
3/31/20251,35166110195N/A
12/31/20241,3267296177N/A
9/30/20241,30670121197N/A
6/30/20241,2777674163N/A
3/31/20241,2337394181N/A
12/31/20231,23098105183N/A
9/30/20231,215102104178N/A
6/30/20231,228114129189N/A
3/31/20231,193117108157N/A
12/31/20221,163100106154N/A
9/30/20221,11610381126N/A
6/30/20221,026855294N/A
3/31/2022983775695N/A
12/31/20219467774114N/A
9/30/20219387388129N/A
6/30/202193168127167N/A
3/31/20218493791135N/A
12/31/20208262975120N/A
9/30/20208223161109N/A
6/30/20208454354105N/A
3/31/20209407791141N/A
12/31/201995879N/A141N/A
9/30/201995181N/A145N/A
6/30/201993790N/A139N/A
3/31/201994596N/A143N/A
12/31/2018957101N/A145N/A
9/30/2018963105N/A145N/A
6/30/201895383N/A135N/A
3/31/201893682N/A128N/A
12/31/201793071N/A130N/A
9/30/201791079N/A122N/A
6/30/201789681N/A124N/A
3/31/201784568N/A115N/A
12/31/201678164N/A118N/A
9/30/201673848N/A110N/A
6/30/201668951N/A111N/A
3/31/201666714N/A101N/A
12/31/201564323N/A85N/A
9/30/201561117N/A86N/A
6/30/201558413N/A76N/A

애널리스트 향후 성장 전망

수입 대 저축률: STM 의 연간 예상 수익 증가율(43.9%)이 saving rate(1.9%)보다 높습니다.

수익 vs 시장: STM 의 연간 수익(43.9%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: STM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: STM 의 수익(연간 3.4%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: STM 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: STM의 자본 수익률은 3년 후 9.9%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 11:13
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

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

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Stabilus SE는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yasmin SteilenBerenberg
Stephen ReitmanBernstein
Akshat KackerJ.P. Morgan