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Bilfinger SEXTRA:GBF 주식 보고서

시가총액 €3.3b
주가
€90.10
€122.5
26.4% 저평가 내재 할인율
1Y12.4%
7D1.9%
1D
포트폴리오 가치
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Bilfinger SE

XTRA:GBF 주식 리포트

시가총액: €3.3b

Bilfinger (GBF) 주식 개요

빌핑거 SE는 주로 유럽, 북미, 중동 지역의 공정 산업 고객에게 산업 서비스를 제공합니다. 자세히 보기

GBF 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장1/6
과거 실적2/6
재무 건전성6/6
배당3/6

GBF Community Fair Values

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Bilfinger SE 경쟁사

가격 이력 및 성과

Bilfinger 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€90.10
52주 최고가€129.30
52주 최저가€72.65
베타0.55
1개월 변동-8.90%
3개월 변동-25.66%
1년 변동12.41%
3년 변동167.04%
5년 변동233.70%
IPO 이후 변동104.52%

최근 뉴스 및 업데이트

내러티브 업데이트 Apr 22

GBF: Higher Dividend And Refined Assumptions Will Support A More Confident Future

Analysts have lifted their price target on Bilfinger by €10. They cite refreshed views on the company that feed through into slightly updated discount rate assumptions, margin expectations and a marginally higher future P/E multiple.
내러티브 업데이트 Apr 07

GBF: Long Term Assumptions And Dividend Outlook Will Support A More Confident Future

Analysts have raised their price target on Bilfinger by €10 to reflect updated assumptions around discount rates, long term growth and earnings multiples, while keeping the fair value estimate unchanged at €122.5. Analyst Commentary Bullish Takeaways Bullish analysts view the €10 price target uplift as a reflection of greater confidence in Bilfinger’s ability to support current assumptions on long term growth, without requiring a higher fair value than €122.5. The revised discount rate inputs are seen by bullish analysts as better aligned with Bilfinger’s perceived risk profile, which they argue supports the updated target while keeping the valuation framework consistent. Optimistic views focus on earnings multiples that are considered in line with peers, which bullish analysts see as reasonable for the company’s current execution assumptions.

Recent updates

내러티브 업데이트 Apr 22

GBF: Higher Dividend And Refined Assumptions Will Support A More Confident Future

Analysts have lifted their price target on Bilfinger by €10. They cite refreshed views on the company that feed through into slightly updated discount rate assumptions, margin expectations and a marginally higher future P/E multiple.
내러티브 업데이트 Apr 07

GBF: Long Term Assumptions And Dividend Outlook Will Support A More Confident Future

Analysts have raised their price target on Bilfinger by €10 to reflect updated assumptions around discount rates, long term growth and earnings multiples, while keeping the fair value estimate unchanged at €122.5. Analyst Commentary Bullish Takeaways Bullish analysts view the €10 price target uplift as a reflection of greater confidence in Bilfinger’s ability to support current assumptions on long term growth, without requiring a higher fair value than €122.5. The revised discount rate inputs are seen by bullish analysts as better aligned with Bilfinger’s perceived risk profile, which they argue supports the updated target while keeping the valuation framework consistent. Optimistic views focus on earnings multiples that are considered in line with peers, which bullish analysts see as reasonable for the company’s current execution assumptions.
내러티브 업데이트 Mar 24

GBF: Revised Discount Rate Assumptions Will Support A More Confident Forward Outlook

Analysts have raised their price target on Bilfinger by €10 to €122.50, citing updated views that are now reflected in slightly revised assumptions for the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent commentary around the new €122.50 price target focuses on how updated assumptions for the discount rate, revenue growth, profit margin and forward P/E feed into the valuation case and execution risks.
내러티브 업데이트 Mar 09

GBF: Recent Research Support Will Shape A More Confident Forward Outlook

Analysts have nudged their fair value estimate for Bilfinger up from €120.50 to €122.50, citing recent Street research, including a €10 increase in the price target highlighted by Deutsche Bank, as support for the higher target. Analyst Commentary Bullish analysts are pointing to the €10 uplift in the reference price target as support for a slightly higher fair value range, suggesting that recent research is incrementally more comfortable with the risk and execution profile behind Bilfinger.
내러티브 업데이트 Feb 23

GBF: Acquisition Ambitions And Incrementally Richer P E Will Shape Balanced Outlook

Analysts have nudged their price target for Bilfinger up by €10, citing updated assumptions around discount rates, profit margins and forward P/E that refine rather than overhaul the existing view of fair value at €120.5. Analyst Commentary Bullish Takeaways Bullish analysts frame the higher €120.5 fair value as a refinement of their model. They suggest that updated discount rate assumptions support the existing equity story rather than signalling a major change in outlook.
내러티브 업데이트 Feb 08

GBF: Acquisition Plans And International Strength Will Shape Fairly Balanced Outlook

Analysts have raised their fair value estimate for Bilfinger from €118.00 to €120.50, citing updated assumptions on the discount rate, revenue growth, profit margins, and the future P/E multiple in line with recent Street research, including the higher price target reported by Deutsche Bank. Analyst Commentary Bullish Takeaways Bullish analysts treat the higher external price target as confirmation that the updated fair value of €120.50 is still anchored in current market thinking rather than an outlier view.
분석 기사 Feb 04

Subdued Growth No Barrier To Bilfinger SE's (ETR:GBF) Price

With a price-to-earnings (or "P/E") ratio of 24.6x Bilfinger SE ( ETR:GBF ) may be sending bearish signals at the...
내러티브 업데이트 Jan 24

GBF: Acquisition Focus And International Segment Performance Will Shape Balanced Outlook

Analysts have lifted their price target on Bilfinger to €118 from €112, citing slightly higher assumptions for revenue growth and future P/E, while keeping discount rate and profit margin inputs broadly unchanged. What's in the News Bilfinger is actively seeking acquisitions, with management indicating a focus on bolt on deals in its two European segments and openness to larger transactions in the international segment (Key Developments).
내러티브 업데이트 Jan 08

GBF: Acquisition Pipeline And International Segment Will Shape Balanced Medium Term Outlook

Narrative Update: Bilfinger Analyst Price Target Shift Analysts have kept their fair value estimate for Bilfinger steady at €112. This reflects only very small tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially alter their overall view of the stock’s valuation.
분석 기사 Dec 30

Is Bilfinger (ETR:GBF) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Dec 15

GBF: Acquisition Plans And International Expansion Will Support Medium Term Outlook

Analysts have nudged their price target on Bilfinger higher from €109.33 to €112.00, as slightly stronger expected revenue growth and a modestly higher future earnings multiple more than offset a marginally lower profit margin assumption and a small adjustment to the discount rate. What's in the News Bilfinger is actively seeking acquisitions, prioritizing bolt on deals in its two European segments while remaining open to larger transactions in its international segment to accelerate growth (Key Developments) Management highlights that the international segment is delivering higher growth, driven by stronger market conditions and the strategic openness to a bigger acquisition in that region (Key Developments) The company revised its 2025 earnings guidance, updating its revenue outlook to a range of EUR 5.3 billion to EUR 5.5 billion, signaling confidence in its medium term growth trajectory (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from €109.33 to €112.00, reflecting a modestly higher overall valuation.
내러티브 업데이트 Nov 30

GBF: Updated Margin Outlook And Discount Rate Will Offset Modest Revenue Risks

Analysts have raised their fair value estimate for Bilfinger from €104 to approximately €109.33, citing minor adjustments to profit margin outlooks and a slightly lower discount rate. This comes despite expectations of modestly slower revenue growth.
분석 기사 Nov 21

Bilfinger SE (ETR:GBF) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Bilfinger SE ( ETR:GBF ) just released its latest third-quarter results and things are looking bullish. The company...
내러티브 업데이트 Nov 16

GBF: Expectations Suggest Share Price Will Remain Supported By Stronger Outlook

Narrative Update: Analyst Price Target Increased for Bilfinger Analysts have raised their fair value price target for Bilfinger from €101.33 to €104.00. This change reflects improved expectations based on slightly higher projected revenue growth and profit margins, despite a modest increase in the discount rate.
분석 기사 Nov 14

Bilfinger (ETR:GBF) Is Experiencing Growth In Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 Oct 28

There's Reason For Concern Over Bilfinger SE's (ETR:GBF) Price

It's not a stretch to say that Bilfinger SE's ( ETR:GBF ) price-to-earnings (or "P/E") ratio of 20x right now seems...
분석 기사 Sep 23

Does Bilfinger (ETR:GBF) 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...
분석 기사 Aug 20

Bilfinger's (ETR:GBF) Soft Earnings Are Actually Better Than They Appear

The market for Bilfinger SE's ( ETR:GBF ) shares didn't move much after it posted weak earnings recently. We did some...
분석 기사 Aug 16

Is Bilfinger SE (ETR:GBF) Potentially Undervalued?

XTRA:GBF 1 Year Share Price vs Fair Value Explore Bilfinger's Fair Values from the Community and select yours Bilfinger...
내러티브 업데이트 Aug 16

Shift Towards Higher-Margin Projects Expected To Improve Earnings Stability

Despite a reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has underpinned an upward revision in Bilfinger’s consensus Analyst Price Target from €94.67 to €101.33. What's in the News Bilfinger SE held an Analyst/Investor Day.
분석 기사 Jul 16

Bilfinger SE's (ETR:GBF) 26% Share Price Surge Not Quite Adding Up

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 26% in the last...
분석 기사 Jul 11

Bilfinger (ETR:GBF) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
분석 기사 May 08

The Compensation For Bilfinger SE's (ETR:GBF) CEO Looks Deserved And Here's Why

Key Insights Bilfinger to hold its Annual General Meeting on 14th of May Total pay for CEO Thomas Schulz includes...
분석 기사 May 06

Improved Earnings Required Before Bilfinger SE (ETR:GBF) Stock's 26% Jump Looks Justified

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 26% in the last...
분석 기사 May 02

These 4 Measures Indicate That Bilfinger (ETR:GBF) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Apr 15

Is Now The Time To Look At Buying Bilfinger SE (ETR:GBF)?

Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price...
분석 기사 Mar 31

Bilfinger (ETR:GBF) Is Increasing Its Dividend To €2.40

Bilfinger SE ( ETR:GBF ) will increase its dividend from last year's comparable payment on the 19th of May to €2.40...
분석 기사 Mar 22

Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
분석 기사 Mar 07

Bilfinger SE Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

The investors in Bilfinger SE 's ( ETR:GBF ) will be rubbing their hands together with glee today, after the share...
분석 기사 Mar 06

Bilfinger SE's (ETR:GBF) Shares Bounce 44% But Its Business Still Trails The Market

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 44% in the last...
분석 기사 Feb 27

Are Investors Undervaluing Bilfinger SE (ETR:GBF) By 44%?

Key Insights Bilfinger's estimated fair value is €102 based on 2 Stage Free Cash Flow to Equity Current share price of...
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새로운 내러티브 Feb 07

Efficiency Initiatives And Stork Acquisition May Strengthen Future Performance, But US Subsidiary Risks Persist

Strategic focus on operational excellence and acquisition success supports future earnings, revenue growth, and profitability through higher margins.
분석 기사 Jan 29

Does Bilfinger (ETR:GBF) 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...
분석 기사 Jan 14

Should You Investigate Bilfinger SE (ETR:GBF) At €44.75?

While Bilfinger SE ( ETR:GBF ) might not have the largest market cap around , it received a lot of attention from a...
분석 기사 Dec 10

Bilfinger (ETR:GBF) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 Nov 17

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Bilfinger SE ( ETR:GBF ) recently reported its quarterly numbers. It looks like a credible result...
분석 기사 Oct 25

Does Bilfinger (ETR:GBF) 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...
분석 기사 Oct 05

Insufficient Growth At Bilfinger SE (ETR:GBF) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 8.8x Bilfinger SE ( ETR:GBF ) may be sending bullish signals at the...
분석 기사 Sep 04

Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Bilfinger SE ( ETR:GBF ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 Aug 16

Analyst Estimates: Here's What Brokers Think Of Bilfinger SE (ETR:GBF) After Its Second-Quarter Report

Investors in Bilfinger SE ( ETR:GBF ) had a good week, as its shares rose 5.1% to close at €49.65 following the release...
분석 기사 Aug 03

Bilfinger (ETR:GBF) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 May 13

Is It Too Late To Consider Buying Bilfinger SE (ETR:GBF)?

Bilfinger SE ( ETR:GBF ), is not the largest company out there, but it led the XTRA gainers with a relatively large...
분석 기사 Apr 27

Investors Still Waiting For A Pull Back In Bilfinger SE (ETR:GBF)

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Commercial Services industry in Germany, you...
분석 기사 Apr 12

There's Been No Shortage Of Growth Recently For Bilfinger's (ETR:GBF) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 Feb 22

There May Be Underlying Issues With The Quality Of Bilfinger's (ETR:GBF) Earnings

Bilfinger SE ( ETR:GBF ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
분석 기사 Feb 18

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Bilfinger SE ( ETR:GBF ) just released its yearly report and things are looking bullish. The company beat forecasts...
분석 기사 Nov 18

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, Bilfinger SE ( ETR:GBF ) came out with a strong set of third-quarter numbers that could potentially lead to...
분석 기사 Oct 11

Is Bilfinger (ETR:GBF) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Aug 12

Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
분석 기사 Jul 10

Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...

주주 수익률

GBFDE Commercial ServicesDE 시장
7D1.9%1.7%2.8%
1Y12.4%4.8%1.4%

수익률 대 산업: GBF은 지난 1년 동안 4.8%의 수익을 기록한 German Commercial Services 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: GBF은 지난 1년 동안 1.4%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is GBF's price volatile compared to industry and market?
GBF volatility
GBF Average Weekly Movement6.5%
Commercial Services Industry Average Movement6.6%
Market Average Movement6.0%
10% most volatile stocks in DE Market12.8%
10% least volatile stocks in DE Market2.7%

안정적인 주가: GBF는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: GBF의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
188030,570Thomas Schulzwww.bilfinger.com

빌핑거 SE는 주로 유럽, 북미, 중동의 공정 산업 고객에게 산업 서비스를 제공합니다. 이 회사는 엔지니어링, 프로젝트, 유지보수, 턴어라운드, 회전 장비, 검사, 단열, 비계, 부식 방지, 기계, 전기, 계측, 제어 및 디지털 서비스를 제공합니다. 또한 원자력 발전소의 신규 건설 및 해체와 방사성 폐기물 처리 서비스도 제공합니다.

Bilfinger SE 기초 지표 요약

Bilfinger의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
GBF 기초 통계
시가총액€3.33b
순이익 (TTM)€181.10m
매출 (TTM)€5.47b
18.4x
주가수익비율(P/E)
0.6x
주가매출비율(P/S)

GBF는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
GBF 손익계산서 (TTM)
매출€5.47b
매출원가€4.85b
총이익€617.60m
기타 비용€436.50m
순이익€181.10m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 12, 2026

주당순이익(EPS)4.90
총이익률11.29%
순이익률3.31%
부채/자본 비율26.7%

GBF의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.1%
현재 배당 수익률
57%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 18:19
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

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
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Bilfinger SE는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gunnar CohrsBerenberg
Gerhard OrgonasBNP Paribas
Andreas InderstBNP Paribas