View ValuationComer Industries 향후 성장Future 기준 점검 3/6Comer Industries (는) 각각 연간 17.4% 및 9.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.1% 로 예상됩니다.핵심 정보17.4%이익 성장률15.48%EPS 성장률Machinery 이익 성장24.5%매출 성장률9.5%향후 자기자본이익률15.12%애널리스트 커버리지Low마지막 업데이트01 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 9.0% to €44.80. The fair value is estimated to be €56.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Francesca Bertani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Mar 18Comer Industries S.p.A. announces Annual dividend, payable on May 20, 2026Comer Industries S.p.A. announced Annual dividend of EUR 0.8500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.공시 • Feb 09+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2025 Results on Mar 16, 2026Comer Industries S.p.A. announced that they will report fiscal year 2025 results at 9:05 AM, Central European Standard Time on Mar 16, 2026공시 • Mar 21Comer Industries S.p.A. announces Annual dividend, payable on May 21, 2025Comer Industries S.p.A. announced Annual dividend of EUR 0.8000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.공시 • Mar 19+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2024 Results on Mar 19, 2025Comer Industries S.p.A. announced that they will report fiscal year 2024 results on Mar 19, 2025Reported Earnings • Aug 08First half 2024 earnings released: EPS: €1.35 (vs €1.92 in 1H 2023)First half 2024 results: EPS: €1.35 (down from €1.92 in 1H 2023). Revenue: €534.7m (down 21% from 1H 2023). Net income: €38.8m (down 30% from 1H 2023). Profit margin: 7.2% (down from 8.1% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 12% to €29.40. The fair value is estimated to be €37.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Upcoming Dividend • May 06Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).공시 • Nov 30Comer Industries S.p.A. (BIT:COM) commences an Equity Buyback Plan for 2,867,809 shares, representing 10% of its issued share capital, under the authorization approved on November 16, 2023.Comer Industries S.p.A. (BIT:COM) commences share repurchases on November 20, 2023, under the program authorized by shareholders in the Ordinary General Meeting held on November 16, 2023. As per the mandate, the company is authorized to repurchase up to 2,867,809 shares, representing 10% of its issued share capital. The repurchase price should not deviate more or less than 15% from the reference price that the stock will have recorded in the stock market session of the day before each individual operation. The shares will be repurchased such that the holding of company's shares do not exceed 10% of its issued share capital. The purpose of the program is to regularize the progress of negotiations and prices and to support the liquidity of the security on the market, to conserve shares for subsequent use, to service future compensation and incentive plans based on financial instruments and reserved for the directors and employees of the Company and/or the companies directly or indirectly controlled by it, to use to service any future programs for the free assignment of shares to shareholders. The authorization will be valid for 18 months. As of October 17, 2023, the company had 28,678,090 issued shares. On November 16, 2023, the company announced a share repurchase program. Under the first tranche, the company will repurchase up to 286,781 shares, representing 1% of is share capital for €10 million. The repurchases under the tranche will commence from November 20, 2023, and will run through May 20, 2024.Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 07First half 2023 earnings released: EPS: €1.92 (vs €1.68 in 1H 2022)First half 2023 results: EPS: €1.92 (up from €1.68 in 1H 2022). Revenue: €678.9m (up 6.7% from 1H 2022). Net income: €55.0m (up 14% from 1H 2022). Profit margin: 8.1% (up from 7.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.Buying Opportunity • Jul 20Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be €39.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.Buying Opportunity • Jun 15Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €38.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.Buying Opportunity • May 29Now 22% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €37.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.Buying Opportunity • May 09Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €39.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.Upcoming Dividend • May 08Upcoming dividend of €0.75 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €37.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 44% over the past year.Reported Earnings • Mar 23Full year 2022 earnings released: EPS: €3.16 (vs €1.38 in FY 2021)Full year 2022 results: EPS: €3.16 (up from €1.38 in FY 2021). Revenue: €1.24b (up 107% from FY 2021). Net income: €90.7m (up 130% from FY 2021). Profit margin: 7.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.Board Change • Feb 14Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jan 11Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici.Comer Industries S.p.A. (BIT:COM) agreed to acquire Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici for an entreprise value of €54 million on December 2, 2022. The payment will be on cash and debt free basis. The consideration for the transaction will be paid €50 million at the closing and €4 million in four annual installments of €1 million, without interest, effective as of the twelfth month following the closing date. The amount to be paid at closing, expected by the first half of January 2023 with effect from January 1, 2023, will be financed using a medium- to long-term bank loan stipulated with Crédit Agricole Italia. Comer Industries was assisted by the law firm NOBILI RTZ Legal together with ADVANT Nctm. Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici on January 9, 2023.Board Change • Nov 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to €25.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €32.51 per share.Reported Earnings • Aug 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €22.6m from profit in 1H 2021). Profit margin: (down from 7.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 29%, compared to a 9.5% growth forecast for the industry in Germany.Buying Opportunity • Jun 07Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €32.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Buying Opportunity • May 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €34.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.37 (vs €1.07 in FY 2020)Full year 2021 results: EPS: €1.37 (up from €1.07 in FY 2020). Revenue: €603.9m (up 52% from FY 2020). Net income: €39.4m (up 81% from FY 2020). Profit margin: 6.5% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 97%, compared to a 10% growth forecast for the industry in Germany.Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:X5Q - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,393108112170412/31/20271,3339784132412/31/20261,2558578111412/31/20258996171112N/A9/30/20258796071112N/A6/30/20258596070113N/A3/31/20259016359112N/A12/31/20249446749110N/A9/30/20241,0137368132N/A6/30/20241,0837888153N/A3/31/20241,15586126178N/A12/31/20231,22794163204N/A9/30/20231,25596151186N/A6/30/20231,28498138168N/A3/31/20231,2639499131N/A12/31/20221,242916094N/A9/30/20221,094784777N/A6/30/2022946653360N/A3/31/2022773524064N/A12/31/2021601394768N/A9/30/2021549374260N/A6/30/2021497363853N/A3/31/2021447293751N/A12/31/2020397223750N/A9/30/2020387193043N/A6/30/2020376162337N/A3/31/2020391171935N/A12/31/2019405191533N/A12/31/201838016N/A22N/A12/31/201734311N/A33N/A12/31/20163047N/A28N/A12/31/20153286N/A15N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: X5Q 의 연간 예상 수익 증가율(17.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: X5Q 의 연간 수익(17.4%)이 German 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: X5Q 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: X5Q 의 수익(연간 9.5%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: X5Q 의 수익(연간 9.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: X5Q의 자본 수익률은 3년 후 15.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/28 14:55종가2026/06/26 00:00수익2025/12/31연간 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Comer Industries S.p.A.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Luca ArenaAlantra Capital Markets ResearchAndrea ZampaloniAlantra Capital Markets ResearchVincenzo Antonio BuonoBanca Akros S.p.A. (ESN)4명의 분석가 더 보기
Buy Or Sell Opportunity • Jun 26Now 21% undervaluedOver the last 90 days, the stock has risen 9.0% to €44.80. The fair value is estimated to be €56.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last 3 years. Earnings per share has declined by 18%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Francesca Bertani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Mar 18Comer Industries S.p.A. announces Annual dividend, payable on May 20, 2026Comer Industries S.p.A. announced Annual dividend of EUR 0.8500 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
공시 • Feb 09+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2025 Results on Mar 16, 2026Comer Industries S.p.A. announced that they will report fiscal year 2025 results at 9:05 AM, Central European Standard Time on Mar 16, 2026
공시 • Mar 21Comer Industries S.p.A. announces Annual dividend, payable on May 21, 2025Comer Industries S.p.A. announced Annual dividend of EUR 0.8000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
공시 • Mar 19+ 3 more updatesComer Industries S.p.A. to Report Fiscal Year 2024 Results on Mar 19, 2025Comer Industries S.p.A. announced that they will report fiscal year 2024 results on Mar 19, 2025
Reported Earnings • Aug 08First half 2024 earnings released: EPS: €1.35 (vs €1.92 in 1H 2023)First half 2024 results: EPS: €1.35 (down from €1.92 in 1H 2023). Revenue: €534.7m (down 21% from 1H 2023). Net income: €38.8m (down 30% from 1H 2023). Profit margin: 7.2% (down from 8.1% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany.
Buy Or Sell Opportunity • May 06Now 22% undervaluedOver the last 90 days, the stock has risen 12% to €29.40. The fair value is estimated to be €37.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 39% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Upcoming Dividend • May 06Upcoming dividend of €1.25 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.4%).
공시 • Nov 30Comer Industries S.p.A. (BIT:COM) commences an Equity Buyback Plan for 2,867,809 shares, representing 10% of its issued share capital, under the authorization approved on November 16, 2023.Comer Industries S.p.A. (BIT:COM) commences share repurchases on November 20, 2023, under the program authorized by shareholders in the Ordinary General Meeting held on November 16, 2023. As per the mandate, the company is authorized to repurchase up to 2,867,809 shares, representing 10% of its issued share capital. The repurchase price should not deviate more or less than 15% from the reference price that the stock will have recorded in the stock market session of the day before each individual operation. The shares will be repurchased such that the holding of company's shares do not exceed 10% of its issued share capital. The purpose of the program is to regularize the progress of negotiations and prices and to support the liquidity of the security on the market, to conserve shares for subsequent use, to service future compensation and incentive plans based on financial instruments and reserved for the directors and employees of the Company and/or the companies directly or indirectly controlled by it, to use to service any future programs for the free assignment of shares to shareholders. The authorization will be valid for 18 months. As of October 17, 2023, the company had 28,678,090 issued shares. On November 16, 2023, the company announced a share repurchase program. Under the first tranche, the company will repurchase up to 286,781 shares, representing 1% of is share capital for €10 million. The repurchases under the tranche will commence from November 20, 2023, and will run through May 20, 2024.
Board Change • Oct 18Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 07First half 2023 earnings released: EPS: €1.92 (vs €1.68 in 1H 2022)First half 2023 results: EPS: €1.92 (up from €1.68 in 1H 2022). Revenue: €678.9m (up 6.7% from 1H 2022). Net income: €55.0m (up 14% from 1H 2022). Profit margin: 8.1% (up from 7.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany.
Buying Opportunity • Jul 20Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 3.5%. The fair value is estimated to be €39.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.
Buying Opportunity • Jun 15Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €38.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.
Buying Opportunity • May 29Now 22% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €37.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 9.6% per annum over the same time period.
Buying Opportunity • May 09Now 20% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be €39.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 21% in the next 2 years.
Upcoming Dividend • May 08Upcoming dividend of €0.75 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €37.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 44% over the past year.
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: €3.16 (vs €1.38 in FY 2021)Full year 2022 results: EPS: €3.16 (up from €1.38 in FY 2021). Revenue: €1.24b (up 107% from FY 2021). Net income: €90.7m (up 130% from FY 2021). Profit margin: 7.3% (up from 6.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany.
Board Change • Feb 14Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jan 11Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici.Comer Industries S.p.A. (BIT:COM) agreed to acquire Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici for an entreprise value of €54 million on December 2, 2022. The payment will be on cash and debt free basis. The consideration for the transaction will be paid €50 million at the closing and €4 million in four annual installments of €1 million, without interest, effective as of the twelfth month following the closing date. The amount to be paid at closing, expected by the first half of January 2023 with effect from January 1, 2023, will be financed using a medium- to long-term bank loan stipulated with Crédit Agricole Italia. Comer Industries was assisted by the law firm NOBILI RTZ Legal together with ADVANT Nctm. Comer Industries S.p.A. (BIT:COM) completed the acquisition of Benevelli Electric Powertrain Solutions and Sitem Motori Elettrici on January 9, 2023.
Board Change • Nov 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 19% share price gain to €25.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Machinery industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €32.51 per share.
Reported Earnings • Aug 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €22.6m from profit in 1H 2021). Profit margin: (down from 7.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 29%, compared to a 9.5% growth forecast for the industry in Germany.
Buying Opportunity • Jun 07Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €32.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Buying Opportunity • May 10Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €34.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.37 (vs €1.07 in FY 2020)Full year 2021 results: EPS: €1.37 (up from €1.07 in FY 2020). Revenue: €603.9m (up 52% from FY 2020). Net income: €39.4m (up 81% from FY 2020). Profit margin: 6.5% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 97%, compared to a 10% growth forecast for the industry in Germany.
Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Arnaldo Camuffo was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.