View ValuationSBM Offshore 향후 성장Future 기준 점검 1/6SBM Offshore 의 수익과 수익은 각각 연간 0.2% 및 8.9% 감소할 것으로 예상됩니다. EPS는 연간 8.1% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.9% 로 예상됩니다.핵심 정보-8.9%이익 성장률-8.13%EPS 성장률Energy Services 이익 성장7.8%매출 성장률-0.2%향후 자기자본이익률21.93%애널리스트 커버리지Low마지막 업데이트08 May 2026최근 향후 성장 업데이트공시 • Nov 13SBM Offshore N.V. Maintains Earnings Guidance for the Full Year of 2025SBM Offshore N.V. maintained earnings guidance for the full year of 2025. For the year, the company announces directional revenue guidance is unchanged at above USD 5.0 billion of which around USD 2.3 billion (from above USD 2.2 billion) is expected from the Lease and Operate segment and around USD 2.8 billion (maintained) from the Turnkey segment.공시 • May 15Sbsbm Offshore N.V. Maintains Earnings Guidance for the Year 2025SBM Offshore N.V. maintained earnings guidance for the year 2025. The company’s 2025 Directional revenue guidance is maintained at above USD 4.9 billion of which above USD 2.2 billion is expected from the Lease and Operate segment and around USD 2.7 billion from the Turnkey segment.공시 • Feb 22+ 1 more updateSBM Offshore N.V. Provides Earnings Guidance for the Year 2025SBM Offshore N.V. provided earnings guidance for the year 2025. for the year, the company expects directional Revenue guidance of above $4.9 billion.공시 • Nov 10SBM Offshore Revises Earnings Guidance for the Year 2023SBM Offshore revised earnings guidance for the year 2023. The company now expects 2023 Directional revenue to be above $2.9 billion to around $4.4 billion of which, unchanged, around $1.9 billion is expected from Lease and Operate and around $2.5 billion is expected from Turnkey compared to above $1 billion in the previous guidance.공시 • Aug 10SBM Offshore N.V. Maintains Earnings Guidance for the Year 2023SBM Offshore N.V. maintained earnings guidance for the year 2023. The company’s 2023 Directional revenue guidance is maintained at above $2.9 billion of which around $1.9 billion is expected from the Lease and Operate segment and above $1 billion from the Turnkey segment. 2023 Directional EBITDA guidance is maintained above $1 billion. This guidance considers the currently foreseen impacts from the war between Russia and Ukraine on projects and fleet operations. The Company highlights that the direct and indirect effects from this event could continue to have a material impact on the Company’s business and results and the realization of the guidance for 2023.모든 업데이트 보기Recent updates공시 • Apr 17SBM Offshore N.V., Annual General Meeting, Apr 07, 2027SBM Offshore N.V., Annual General Meeting, Apr 07, 2027.공시 • Feb 26+ 2 more updatesSBM Offshore N.V. to Report Fiscal Year 2026 Results on Feb 18, 2027SBM Offshore N.V. announced that they will report fiscal year 2026 results on Feb 18, 2027공시 • Nov 13SBM Offshore N.V. Maintains Earnings Guidance for the Full Year of 2025SBM Offshore N.V. maintained earnings guidance for the full year of 2025. For the year, the company announces directional revenue guidance is unchanged at above USD 5.0 billion of which around USD 2.3 billion (from above USD 2.2 billion) is expected from the Lease and Operate segment and around USD 2.8 billion (maintained) from the Turnkey segment.공시 • Aug 07+ 1 more updateSBM Offshore N.V. to Report First Half, 2026 Results on Aug 06, 2026SBM Offshore N.V. announced that they will report first half, 2026 results on Aug 06, 2026공시 • May 15Sbsbm Offshore N.V. Maintains Earnings Guidance for the Year 2025SBM Offshore N.V. maintained earnings guidance for the year 2025. The company’s 2025 Directional revenue guidance is maintained at above USD 4.9 billion of which above USD 2.2 billion is expected from the Lease and Operate segment and around USD 2.7 billion from the Turnkey segment.공시 • Apr 11SBM Offshore N.V., Annual General Meeting, Apr 15, 2026SBM Offshore N.V., Annual General Meeting, Apr 15, 2026.공시 • Apr 10SBM Offshore N.V. Approves Dividend, Payable on May 6, 2025SBM Offshore N.V. at its AGM of April 9, 2025 adopted and shareholders also voted in favor of the proposed cash dividend of EUR150 million, which represents a dividend distribution of EUR 0.8606 per ordinary share. The cash dividend is payable on May 6, 2025 to all shareholders of record as at April 14, 2025 through the bank or broker administering the shares.공시 • Feb 22+ 1 more updateSBM Offshore N.V. Provides Earnings Guidance for the Year 2025SBM Offshore N.V. provided earnings guidance for the year 2025. for the year, the company expects directional Revenue guidance of above $4.9 billion.공시 • Feb 20SBM Offshore N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026SBM Offshore N.V. announced that they will report fiscal year 2025 results on Feb 26, 2026공시 • Oct 25China Merchants Financial Leasing (Hong Kong) Holding Co. Limited completed the acquisition of 13.50% stake in FPSO Sepetiba from SBM Offshore N.V. (ENXTAM:SBMO).China Merchants Financial Leasing (Hong Kong) Holding Co. Limited agreed to acquire 13.50% stake in FPSO Sepetiba from SBM Offshore N.V. (ENXTAM:SBMO) on February 10, 2022. Upon completion, SBM Offshore is operator of the FPSO and will remain the majority shareholder with 51% ownership interest. The transaction remains subject to various approvals. China Merchants Financial Leasing (Hong Kong) Holding Co. Limited completed the acquisition of 13.50% stake in FPSO Sepetiba from SBM Offshore N.V. (ENXTAM:SBMO) on October 24, 2022.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €16.34, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.93 per share.Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €16.15. The fair value is estimated to be €13.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are forecast to decline by 5.6% per annum over the same time period.Reported Earnings • Aug 13First half 2024 earnings released: EPS: US$0.65 (vs US$1.00 in 1H 2023)First half 2024 results: EPS: US$0.65 (down from US$1.00 in 1H 2023). Revenue: US$2.22b (down 9.4% from 1H 2023). Net income: US$116.0m (down 35% from 1H 2023). Profit margin: 5.2% (down from 7.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.공시 • Aug 09SBM Offshore N.V. to Report First Half, 2024 Results on Aug 07, 2025SBM Offshore N.V. announced that they will report first half, 2024 results on Aug 07, 2025공시 • Apr 13SBM Offshore N.V., Annual General Meeting, Apr 09, 2025SBM Offshore N.V., Annual General Meeting, Apr 09, 2025.Upcoming Dividend • Apr 09Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 16 April 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.4%).Declared Dividend • Mar 03Dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 16th April 2024 Payment date: 1st January 1970 Dividend yield will be 6.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 23% per year over the past 8 years and payments have been stable during that time. EPS is expected to decline by 45% over the next 3 years. Since a fall of 34% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (€1.3m sold).Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$2.74 (vs US$2.53 in FY 2022)Full year 2023 results: EPS: US$2.74 (up from US$2.53 in FY 2022). Revenue: US$4.96b (up 1.0% from FY 2022). Net income: US$491.0m (up 9.1% from FY 2022). Profit margin: 9.9% (in line with FY 2022). Revenue is expected to decline by 5.8% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Feb 29SBM Offshore N.V. to Report Fiscal Year 2024 Results on Feb 20, 2025SBM Offshore N.V. announced that they will report fiscal year 2024 results on Feb 20, 2025공시 • Feb 13SBM Offshore N.V. Announces Retirement of Jaap Van Wiechen as Supervisory Board MemberSBM Offshore announced that Jaap van Wiechen will reach the end of the first four-year term as Supervisory Board member at the Annual General Meeting of April 12, 2024 (AGM). He has decided not to seek a second mandate.공시 • Jan 25+ 1 more updateSBM Offshore Announces CEO Departure and Succession, Effective April 12, 2024SBM Offshore announced that, after 12 years as Chief Executive Officer (CEO) and Chair of the Management Board, Bruno Chabas has decided not to seek a 4th mandate at the end of his current term on 12th April 2024. The Supervisory Board has decided to appoint Øivind Tangen, currently Chief Operating Officer (COO) and member of the Management Board, as CEO and Chair of the Management Board as from the same date following the Company’s Annual General Meeting. The Management Board will continue after 12th April 2024 as a two-person board consisting of the CEO, Øivind Tangen, and Chief Financial Officer, Douglas Wood. Bruno Chabas will act as advisor to the Company to facilitate a smooth transition during the course of 2024. Øivind Tangen joined SBM Offshore 21 years ago. He has been COO and a member of the Management Board since 2022. Prior to that, as a member of the Executive Committee, he was responsible for SBM Offshore’s FPSO fleet. The Supervisory Board sees Øivind Tangen as an excellent successor with the right capabilities and experience to ensure the successful continuation of SBM Offshore’s businesses.Recent Insider Transactions • Jan 09Chairman of Management Board & CEO recently sold €683k worth of stockOn the 3rd of January, Bruno Y. Chabas sold around 54k shares on-market at roughly €12.65 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Bruno Y.'s only on-market trade for the last 12 months.New Risk • Nov 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.7% net profit margin).공시 • Nov 10SBM Offshore Revises Earnings Guidance for the Year 2023SBM Offshore revised earnings guidance for the year 2023. The company now expects 2023 Directional revenue to be above $2.9 billion to around $4.4 billion of which, unchanged, around $1.9 billion is expected from Lease and Operate and around $2.5 billion is expected from Turnkey compared to above $1 billion in the previous guidance.Reported Earnings • Aug 14First half 2023 earnings released: EPS: US$1.00 (vs US$1.67 in 1H 2022)First half 2023 results: EPS: US$1.00 (down from US$1.67 in 1H 2022). Revenue: US$2.45b (up 1.8% from 1H 2022). Net income: US$179.0m (down 40% from 1H 2022). Profit margin: 7.3% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.3% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.7% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.7% net profit margin).공시 • Aug 10SBM Offshore N.V. Maintains Earnings Guidance for the Year 2023SBM Offshore N.V. maintained earnings guidance for the year 2023. The company’s 2023 Directional revenue guidance is maintained at above $2.9 billion of which around $1.9 billion is expected from the Lease and Operate segment and above $1 billion from the Turnkey segment. 2023 Directional EBITDA guidance is maintained above $1 billion. This guidance considers the currently foreseen impacts from the war between Russia and Ukraine on projects and fleet operations. The Company highlights that the direct and indirect effects from this event could continue to have a material impact on the Company’s business and results and the realization of the guidance for 2023.Upcoming Dividend • Apr 10Upcoming dividend of US$1.10 per share at 7.3% yieldEligible shareholders must have bought the stock before 17 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 7.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$2.53 (vs US$2.18 in FY 2021)Full year 2022 results: EPS: US$2.53 (up from US$2.18 in FY 2021). Revenue: US$4.91b (up 31% from FY 2021). Net income: US$450.0m (up 13% from FY 2021). Profit margin: 9.2% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 5.9%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Aug 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$148.0m from profit in 1H 2021). Profit margin: (down from 9.5% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 32% compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Aug 05SBM Offshore N.V. to Report Q2, 2023 Results on Aug 10, 2023SBM Offshore N.V. announced that they will report Q2, 2023 results on Aug 10, 2023Upcoming Dividend • Apr 01Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 04 May 2022. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of German dividend payers (3.7%). Higher than average of industry peers (3.5%).Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$2.18 (up from US$1.01 in FY 2020). Revenue: US$3.75b (up 7.2% from FY 2020). Net income: US$400.0m (up 109% from FY 2020). Profit margin: 11% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Over the next year, revenue is expected to shrink by 27% compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Feb 10SBM Offshore N.V. to Report Fiscal Year 2022 Results on Feb 23, 2023SBM Offshore N.V. announced that they will report fiscal year 2022 results on Feb 23, 2023Recent Insider Transactions • Jan 08Chairman of Management Board & CEO recently sold €684k worth of stockOn the 5th of January, Bruno Y. Chabas sold around 51k shares on-market at roughly €13.36 per share. This was the largest sale by an insider in the last 3 months. This was Bruno Y.'s only on-market trade for the last 12 months.Reported Earnings • Aug 09First half 2021 earnings released: EPS US$0.79 (vs US$0.52 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: US$1.56b (down 2.3% from 1H 2020). Net income: US$148.0m (up 51% from 1H 2020). Profit margin: 9.5% (up from 6.2% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Executive Departure • Apr 14Independent Member of Supervisory Board has left the companyOn the 7th of April, Laurence B. L. Mulliez's tenure as Independent Member of Supervisory Board ended after 6.0 years in the role. We don't have any record of a personal shareholding under Laurence B. L.'s name. A total of 2 executives have left over the last 12 months.Upcoming Dividend • Apr 02Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 09 April 2021. Payment date: 06 May 2021. Trailing yield: 4.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.2%).공시 • Feb 25SBM Offshore Awards Letter of Intent for FPSO Almirante Tamandaré Lease and Operate Contract by PetrobrasSBM Offshore announced that it has signed a Letter of Intent (LOI) together with Petróleo Brasileiro S.A. (Petrobras) for a 26.25 years lease and operate contract for the FPSO Almirante Tamandaré, to be deployed at the Búzios field in the Santos Basin approximately 180 kilometers offshore Rio de Janeiro in Brazil. Under the contract, SBM Offshore is responsible for the engineering, procurement, construction, installation and operation of the FPSO. SBM Offshore will design and construct the FPSO Almirante Tamandaré using its industry leading Fast4Ward® program as it incorporates the Company’s new build, Multi-Purpose Floater (MPF) hull combined with several standardized topsides modules. SBM Offshore’s fourth Fast4Ward® MPF hull has been allocated to this project. The FPSO will be the largest oil producing unit operating offshore Brazil and one of the largest in the world, with daily processing capacity of 225,000 barrels of oil and 12 million m3 of gas. Furthermore, the FPSO will have a water injection capacity of 250,000 barrels per day and a minimum storage capacity of 1.4 million barrels of crude oil. The FPSO will be spread moored in approximately 2,000 meters water depth. Delivery of the FPSO is expected in the second half of 2024.Recent Insider Transactions • Feb 14COO & Member of Management Board recently sold €1.6m worth of stockOn the 11th of February, Philippe Barril sold around 112k shares on-market at roughly €14.73 per share. This was the largest sale by an insider in the last 3 months. Philippe has been a seller over the last 12 months, reducing personal holdings by €2.2m.Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$1.01 (vs US$1.84 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$3.50b (up 3.1% from FY 2019). Net income: US$191.0m (down 48% from FY 2019). Profit margin: 5.5% (down from 11% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 02New 90-day low: €14.10The company is down 4.0% from its price of €14.65 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.04 per share.Recent Insider Transactions • Jan 09Chairman of Management Board & CEO recently sold €804k worth of stockOn the 5th of January, Bruno Y. Chabas sold around 51k shares on-market at roughly €15.79 per share. This was the largest sale by an insider in the last 3 months. Bruno Y. has been a seller over the last 12 months, reducing personal holdings by €1.9m.Recent Insider Transactions • Nov 15Chairman of Management Board & CEO recently sold €138k worth of stockOn the 12th of November, Bruno Y. Chabas sold around 9k shares on-market at roughly €15.52 per share. This was the largest sale by an insider in the last 3 months. Bruno Y. has been a seller over the last 12 months, reducing personal holdings by €1.8m.Is New 90 Day High Low • Nov 12New 90-day high: €15.39The company is up 6.0% from its price of €14.51 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.44 per share.이익 및 매출 성장 예측DB:IHCB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,7976584291,173412/31/20275,6957046631,721512/31/20266,9298551,9981,557412/31/20255,9039221,1451,214N/A9/30/20255,6546391,5571,640N/A6/30/20255,4043561,9692,065N/A3/31/20255,0942531,6681,774N/A12/31/20244,7841501,3661,482N/A9/30/20244,7582891,0011,125N/A6/30/20244,732428635767N/A3/31/20244,847460147299N/A12/31/20234,962491-342-169N/A9/30/20234,960412-1,114-951N/A6/30/20234,957333-1,886-1,734N/A3/31/20234,935392-1,508-1,391N/A12/31/20224,913450-1,131-1,049N/A9/30/20224,756499-970-891N/A6/30/20224,599548-810-733N/A3/31/20224,174474-813-744N/A12/31/20213,748400-816-755N/A9/30/20213,604321-630-563N/A6/30/20213,459241-444-372N/A3/31/20213,478216-321-250N/A12/31/20203,496191-198-128N/A9/30/20203,494264-128-73N/A6/30/20203,492337-59-19N/A3/31/20203,442352-159-119N/A12/31/20193,391366-259-220N/A9/30/20193,050279N/A-41N/A6/30/20192,708192N/A138N/A3/31/20192,474202N/A893N/A12/31/20182,240212N/A1,647N/A9/30/20182,13156N/A1,752N/A6/30/20182,022-100N/A1,856N/A3/31/20181,942-127N/A1,406N/A12/31/20171,861-155N/A955N/A9/30/20171,9651N/A837N/A6/30/20172,068157N/A718N/A3/31/20172,170170N/A603N/A12/31/20162,272182N/A488N/A9/30/20162,293111N/A255N/A6/30/20162,31440N/A22N/A3/31/20162,51035N/A-258N/A12/31/20152,70529N/A-538N/A9/30/20153,424286N/A-735N/A6/30/20154,142543N/A-933N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: IHCB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -8.9%).수익 vs 시장: IHCB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -8.9%).고성장 수익: IHCB 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: IHCB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.2%).고성장 매출: IHCB 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.2%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: IHCB의 자본 수익률은 3년 후 21.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 19:56종가2026/05/21 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 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 소스SBM Offshore N.V.는 22명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lucy HaskinsBarclaysMichael PickupBarclaysMichael PickupBarclays19명의 분석가 더 보기
공시 • Nov 13SBM Offshore N.V. Maintains Earnings Guidance for the Full Year of 2025SBM Offshore N.V. maintained earnings guidance for the full year of 2025. For the year, the company announces directional revenue guidance is unchanged at above USD 5.0 billion of which around USD 2.3 billion (from above USD 2.2 billion) is expected from the Lease and Operate segment and around USD 2.8 billion (maintained) from the Turnkey segment.
공시 • May 15Sbsbm Offshore N.V. Maintains Earnings Guidance for the Year 2025SBM Offshore N.V. maintained earnings guidance for the year 2025. The company’s 2025 Directional revenue guidance is maintained at above USD 4.9 billion of which above USD 2.2 billion is expected from the Lease and Operate segment and around USD 2.7 billion from the Turnkey segment.
공시 • Feb 22+ 1 more updateSBM Offshore N.V. Provides Earnings Guidance for the Year 2025SBM Offshore N.V. provided earnings guidance for the year 2025. for the year, the company expects directional Revenue guidance of above $4.9 billion.
공시 • Nov 10SBM Offshore Revises Earnings Guidance for the Year 2023SBM Offshore revised earnings guidance for the year 2023. The company now expects 2023 Directional revenue to be above $2.9 billion to around $4.4 billion of which, unchanged, around $1.9 billion is expected from Lease and Operate and around $2.5 billion is expected from Turnkey compared to above $1 billion in the previous guidance.
공시 • Aug 10SBM Offshore N.V. Maintains Earnings Guidance for the Year 2023SBM Offshore N.V. maintained earnings guidance for the year 2023. The company’s 2023 Directional revenue guidance is maintained at above $2.9 billion of which around $1.9 billion is expected from the Lease and Operate segment and above $1 billion from the Turnkey segment. 2023 Directional EBITDA guidance is maintained above $1 billion. This guidance considers the currently foreseen impacts from the war between Russia and Ukraine on projects and fleet operations. The Company highlights that the direct and indirect effects from this event could continue to have a material impact on the Company’s business and results and the realization of the guidance for 2023.
공시 • Apr 17SBM Offshore N.V., Annual General Meeting, Apr 07, 2027SBM Offshore N.V., Annual General Meeting, Apr 07, 2027.
공시 • Feb 26+ 2 more updatesSBM Offshore N.V. to Report Fiscal Year 2026 Results on Feb 18, 2027SBM Offshore N.V. announced that they will report fiscal year 2026 results on Feb 18, 2027
공시 • Nov 13SBM Offshore N.V. Maintains Earnings Guidance for the Full Year of 2025SBM Offshore N.V. maintained earnings guidance for the full year of 2025. For the year, the company announces directional revenue guidance is unchanged at above USD 5.0 billion of which around USD 2.3 billion (from above USD 2.2 billion) is expected from the Lease and Operate segment and around USD 2.8 billion (maintained) from the Turnkey segment.
공시 • Aug 07+ 1 more updateSBM Offshore N.V. to Report First Half, 2026 Results on Aug 06, 2026SBM Offshore N.V. announced that they will report first half, 2026 results on Aug 06, 2026
공시 • May 15Sbsbm Offshore N.V. Maintains Earnings Guidance for the Year 2025SBM Offshore N.V. maintained earnings guidance for the year 2025. The company’s 2025 Directional revenue guidance is maintained at above USD 4.9 billion of which above USD 2.2 billion is expected from the Lease and Operate segment and around USD 2.7 billion from the Turnkey segment.
공시 • Apr 11SBM Offshore N.V., Annual General Meeting, Apr 15, 2026SBM Offshore N.V., Annual General Meeting, Apr 15, 2026.
공시 • Apr 10SBM Offshore N.V. Approves Dividend, Payable on May 6, 2025SBM Offshore N.V. at its AGM of April 9, 2025 adopted and shareholders also voted in favor of the proposed cash dividend of EUR150 million, which represents a dividend distribution of EUR 0.8606 per ordinary share. The cash dividend is payable on May 6, 2025 to all shareholders of record as at April 14, 2025 through the bank or broker administering the shares.
공시 • Feb 22+ 1 more updateSBM Offshore N.V. Provides Earnings Guidance for the Year 2025SBM Offshore N.V. provided earnings guidance for the year 2025. for the year, the company expects directional Revenue guidance of above $4.9 billion.
공시 • Feb 20SBM Offshore N.V. to Report Fiscal Year 2025 Results on Feb 26, 2026SBM Offshore N.V. announced that they will report fiscal year 2025 results on Feb 26, 2026
공시 • Oct 25China Merchants Financial Leasing (Hong Kong) Holding Co. Limited completed the acquisition of 13.50% stake in FPSO Sepetiba from SBM Offshore N.V. (ENXTAM:SBMO).China Merchants Financial Leasing (Hong Kong) Holding Co. Limited agreed to acquire 13.50% stake in FPSO Sepetiba from SBM Offshore N.V. (ENXTAM:SBMO) on February 10, 2022. Upon completion, SBM Offshore is operator of the FPSO and will remain the majority shareholder with 51% ownership interest. The transaction remains subject to various approvals. China Merchants Financial Leasing (Hong Kong) Holding Co. Limited completed the acquisition of 13.50% stake in FPSO Sepetiba from SBM Offshore N.V. (ENXTAM:SBMO) on October 24, 2022.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €16.34, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.93 per share.
Buy Or Sell Opportunity • Aug 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to €16.15. The fair value is estimated to be €13.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 8.7%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are forecast to decline by 5.6% per annum over the same time period.
Reported Earnings • Aug 13First half 2024 earnings released: EPS: US$0.65 (vs US$1.00 in 1H 2023)First half 2024 results: EPS: US$0.65 (down from US$1.00 in 1H 2023). Revenue: US$2.22b (down 9.4% from 1H 2023). Net income: US$116.0m (down 35% from 1H 2023). Profit margin: 5.2% (down from 7.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
공시 • Aug 09SBM Offshore N.V. to Report First Half, 2024 Results on Aug 07, 2025SBM Offshore N.V. announced that they will report first half, 2024 results on Aug 07, 2025
공시 • Apr 13SBM Offshore N.V., Annual General Meeting, Apr 09, 2025SBM Offshore N.V., Annual General Meeting, Apr 09, 2025.
Upcoming Dividend • Apr 09Upcoming dividend of US$0.83 per shareEligible shareholders must have bought the stock before 16 April 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.4%).
Declared Dividend • Mar 03Dividend of US$0.83 announcedShareholders will receive a dividend of US$0.83. Ex-date: 16th April 2024 Payment date: 1st January 1970 Dividend yield will be 6.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (59% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 23% per year over the past 8 years and payments have been stable during that time. EPS is expected to decline by 45% over the next 3 years. Since a fall of 34% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
New Risk • Mar 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (€1.3m sold).
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: US$2.74 (vs US$2.53 in FY 2022)Full year 2023 results: EPS: US$2.74 (up from US$2.53 in FY 2022). Revenue: US$4.96b (up 1.0% from FY 2022). Net income: US$491.0m (up 9.1% from FY 2022). Profit margin: 9.9% (in line with FY 2022). Revenue is expected to decline by 5.8% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Feb 29SBM Offshore N.V. to Report Fiscal Year 2024 Results on Feb 20, 2025SBM Offshore N.V. announced that they will report fiscal year 2024 results on Feb 20, 2025
공시 • Feb 13SBM Offshore N.V. Announces Retirement of Jaap Van Wiechen as Supervisory Board MemberSBM Offshore announced that Jaap van Wiechen will reach the end of the first four-year term as Supervisory Board member at the Annual General Meeting of April 12, 2024 (AGM). He has decided not to seek a second mandate.
공시 • Jan 25+ 1 more updateSBM Offshore Announces CEO Departure and Succession, Effective April 12, 2024SBM Offshore announced that, after 12 years as Chief Executive Officer (CEO) and Chair of the Management Board, Bruno Chabas has decided not to seek a 4th mandate at the end of his current term on 12th April 2024. The Supervisory Board has decided to appoint Øivind Tangen, currently Chief Operating Officer (COO) and member of the Management Board, as CEO and Chair of the Management Board as from the same date following the Company’s Annual General Meeting. The Management Board will continue after 12th April 2024 as a two-person board consisting of the CEO, Øivind Tangen, and Chief Financial Officer, Douglas Wood. Bruno Chabas will act as advisor to the Company to facilitate a smooth transition during the course of 2024. Øivind Tangen joined SBM Offshore 21 years ago. He has been COO and a member of the Management Board since 2022. Prior to that, as a member of the Executive Committee, he was responsible for SBM Offshore’s FPSO fleet. The Supervisory Board sees Øivind Tangen as an excellent successor with the right capabilities and experience to ensure the successful continuation of SBM Offshore’s businesses.
Recent Insider Transactions • Jan 09Chairman of Management Board & CEO recently sold €683k worth of stockOn the 3rd of January, Bruno Y. Chabas sold around 54k shares on-market at roughly €12.65 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Bruno Y.'s only on-market trade for the last 12 months.
New Risk • Nov 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Earnings are forecast to decline by an average of 0.9% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.7% net profit margin).
공시 • Nov 10SBM Offshore Revises Earnings Guidance for the Year 2023SBM Offshore revised earnings guidance for the year 2023. The company now expects 2023 Directional revenue to be above $2.9 billion to around $4.4 billion of which, unchanged, around $1.9 billion is expected from Lease and Operate and around $2.5 billion is expected from Turnkey compared to above $1 billion in the previous guidance.
Reported Earnings • Aug 14First half 2023 earnings released: EPS: US$1.00 (vs US$1.67 in 1H 2022)First half 2023 results: EPS: US$1.00 (down from US$1.67 in 1H 2022). Revenue: US$2.45b (up 1.8% from 1H 2022). Net income: US$179.0m (down 40% from 1H 2022). Profit margin: 7.3% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 6.3% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.7% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (6.7% net profit margin).
공시 • Aug 10SBM Offshore N.V. Maintains Earnings Guidance for the Year 2023SBM Offshore N.V. maintained earnings guidance for the year 2023. The company’s 2023 Directional revenue guidance is maintained at above $2.9 billion of which around $1.9 billion is expected from the Lease and Operate segment and above $1 billion from the Turnkey segment. 2023 Directional EBITDA guidance is maintained above $1 billion. This guidance considers the currently foreseen impacts from the war between Russia and Ukraine on projects and fleet operations. The Company highlights that the direct and indirect effects from this event could continue to have a material impact on the Company’s business and results and the realization of the guidance for 2023.
Upcoming Dividend • Apr 10Upcoming dividend of US$1.10 per share at 7.3% yieldEligible shareholders must have bought the stock before 17 April 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 7.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$2.53 (vs US$2.18 in FY 2021)Full year 2022 results: EPS: US$2.53 (up from US$2.18 in FY 2021). Revenue: US$4.91b (up 31% from FY 2021). Net income: US$450.0m (up 13% from FY 2021). Profit margin: 9.2% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 13% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 5.9%. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Aug 06First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$148.0m from profit in 1H 2021). Profit margin: (down from 9.5% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 32% compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Aug 05SBM Offshore N.V. to Report Q2, 2023 Results on Aug 10, 2023SBM Offshore N.V. announced that they will report Q2, 2023 results on Aug 10, 2023
Upcoming Dividend • Apr 01Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 08 April 2022. Payment date: 04 May 2022. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 6.3%. Within top quartile of German dividend payers (3.7%). Higher than average of industry peers (3.5%).
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$2.18 (up from US$1.01 in FY 2020). Revenue: US$3.75b (up 7.2% from FY 2020). Net income: US$400.0m (up 109% from FY 2020). Profit margin: 11% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 11%. Over the next year, revenue is expected to shrink by 27% compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Feb 10SBM Offshore N.V. to Report Fiscal Year 2022 Results on Feb 23, 2023SBM Offshore N.V. announced that they will report fiscal year 2022 results on Feb 23, 2023
Recent Insider Transactions • Jan 08Chairman of Management Board & CEO recently sold €684k worth of stockOn the 5th of January, Bruno Y. Chabas sold around 51k shares on-market at roughly €13.36 per share. This was the largest sale by an insider in the last 3 months. This was Bruno Y.'s only on-market trade for the last 12 months.
Reported Earnings • Aug 09First half 2021 earnings released: EPS US$0.79 (vs US$0.52 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: US$1.56b (down 2.3% from 1H 2020). Net income: US$148.0m (up 51% from 1H 2020). Profit margin: 9.5% (up from 6.2% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Executive Departure • Apr 14Independent Member of Supervisory Board has left the companyOn the 7th of April, Laurence B. L. Mulliez's tenure as Independent Member of Supervisory Board ended after 6.0 years in the role. We don't have any record of a personal shareholding under Laurence B. L.'s name. A total of 2 executives have left over the last 12 months.
Upcoming Dividend • Apr 02Upcoming dividend of US$0.89 per shareEligible shareholders must have bought the stock before 09 April 2021. Payment date: 06 May 2021. Trailing yield: 4.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.2%).
공시 • Feb 25SBM Offshore Awards Letter of Intent for FPSO Almirante Tamandaré Lease and Operate Contract by PetrobrasSBM Offshore announced that it has signed a Letter of Intent (LOI) together with Petróleo Brasileiro S.A. (Petrobras) for a 26.25 years lease and operate contract for the FPSO Almirante Tamandaré, to be deployed at the Búzios field in the Santos Basin approximately 180 kilometers offshore Rio de Janeiro in Brazil. Under the contract, SBM Offshore is responsible for the engineering, procurement, construction, installation and operation of the FPSO. SBM Offshore will design and construct the FPSO Almirante Tamandaré using its industry leading Fast4Ward® program as it incorporates the Company’s new build, Multi-Purpose Floater (MPF) hull combined with several standardized topsides modules. SBM Offshore’s fourth Fast4Ward® MPF hull has been allocated to this project. The FPSO will be the largest oil producing unit operating offshore Brazil and one of the largest in the world, with daily processing capacity of 225,000 barrels of oil and 12 million m3 of gas. Furthermore, the FPSO will have a water injection capacity of 250,000 barrels per day and a minimum storage capacity of 1.4 million barrels of crude oil. The FPSO will be spread moored in approximately 2,000 meters water depth. Delivery of the FPSO is expected in the second half of 2024.
Recent Insider Transactions • Feb 14COO & Member of Management Board recently sold €1.6m worth of stockOn the 11th of February, Philippe Barril sold around 112k shares on-market at roughly €14.73 per share. This was the largest sale by an insider in the last 3 months. Philippe has been a seller over the last 12 months, reducing personal holdings by €2.2m.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$1.01 (vs US$1.84 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$3.50b (up 3.1% from FY 2019). Net income: US$191.0m (down 48% from FY 2019). Profit margin: 5.5% (down from 11% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 02New 90-day low: €14.10The company is down 4.0% from its price of €14.65 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Energy Services industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.04 per share.
Recent Insider Transactions • Jan 09Chairman of Management Board & CEO recently sold €804k worth of stockOn the 5th of January, Bruno Y. Chabas sold around 51k shares on-market at roughly €15.79 per share. This was the largest sale by an insider in the last 3 months. Bruno Y. has been a seller over the last 12 months, reducing personal holdings by €1.9m.
Recent Insider Transactions • Nov 15Chairman of Management Board & CEO recently sold €138k worth of stockOn the 12th of November, Bruno Y. Chabas sold around 9k shares on-market at roughly €15.52 per share. This was the largest sale by an insider in the last 3 months. Bruno Y. has been a seller over the last 12 months, reducing personal holdings by €1.8m.
Is New 90 Day High Low • Nov 12New 90-day high: €15.39The company is up 6.0% from its price of €14.51 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.44 per share.