View ValuationPuig Brands 향후 성장Future 기준 점검 1/6Puig Brands (는) 각각 연간 6% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.9% 로 예상됩니다.핵심 정보6.0%이익 성장률6.37%EPS 성장률Personal Products 이익 성장8.5%매출 성장률4.1%향후 자기자본이익률13.93%애널리스트 커버리지Good마지막 업데이트08 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesUpcoming Dividend • Jun 08Upcoming dividend of €0.34 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 17 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.6%).공시 • May 25Estée Lauder and Puig End Merger Talks Aimed At Creating Beauty PowerhouseUS cosmetics giant Estée Lauder has ended merger talks with Spanish rival Puig over a deal that would have created a fashion and beauty powerhouse worth nearly $40 billion (EUR 34.4 billion). Estée Lauder said 22 May 2026, that the parties have terminated discussions regarding a potential business combination. Puig also confirmed the talks had ended. The merger would have brought together Estée Lauder s vast portfolio of high-end brands, including Clinique and Tom Ford Beauty, with Puig s Charlotte Tilbury and Jean Paul Gaultier under one roof, amid a shake-out in the wider beauty sector. Both companies are controlled by families. Puig traces its origins back more than a century, and Estée Lauder was founded in 1946. The deal would have brought together the billionaire Puig and Lauder families, who remain the largest shareholders in the brands they founded. We are grateful for the conversations we have had with Puig, said Estée Lauder s chief executive, Stéphane de La Faverie. Today, we are reiterating our confidence in the power of our incredible brands, our talented teams and our strength as a stand-alone company. Estée Lauder s shares jumped by 11.5% in post-market trading yesterday, as investors welcomed the end of the talks. When the FT first reported on the discussions with Puig in March, shares fell roughly 20%. Talks dragged because of questions over the balance of power between the two families and issues such as the allocation of board seats, according to a person familiar with the matter. Estée Lauder and Puig did not previously disclose the terms of the potential transaction.Buy Or Sell Opportunity • May 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to €15.20. The fair value is estimated to be €19.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 244%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.Declared Dividend • May 20Dividend of €0.34 announcedShareholders will receive a dividend of €0.34. Ex-date: 15th June 2026 Payment date: 17th June 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (32% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 29Puig Brands, S.A., Annual General Meeting, May 29, 2026Puig Brands, S.A., Annual General Meeting, May 29, 2026.공시 • Mar 24Estée Lauder in Talks to Combine with PuigThe Estée Lauder Companies Inc. (NYSE:EL) is in talks to combine with Spanish beauty group Puig Brands, S.A. (BME:PUIG), which is behind designer brands including Jean Paul Gaultier and Dries Van Noten, to create a more than $40 billion company. Both companies on March 23, 2026 separately confirmed they were holding discussions over a potential “business combination”. However, they stressed that no final decisions had been made and an agreement was yet to be reached. The statements confirmed an earlier FT report that Estée Lauder and Puig were working on a combination. The FT reported the pair were nearing a merger deal which could come together imminently. “No final decision has been made and no agreement has been reached,” Puig said. “Until an agreement exists, it cannot be guaranteed that any transaction will take place or what its terms would be.” The deal would create a fashion and beauty powerhouse. The two companies generated more than $20 billion in combined sales last year from a large roster of well-known brands. Estée Lauder owns Tom Ford Beauty and Clinique, while Puig’s product portfolio includes Charlotte Tilbury and Rabanne. Beauty groups have turned to dealmaking amid a shakeout in the sector in recent years. A potential combination would allow the companies to bulk up as fears over a slowdown in consumer spending and inflation buffet the consumer and retail sectors.공시 • Mar 18+ 1 more updatePuig Announces CEO ChangesPuig has separated the roles of CEO and executive chairman, appointing José Manuel Albesa as CEO and retaining Marc Puig as executive chairman; the two executives will work closely to align the company's strategic vision while continuing to focus on its mergers and acquisitions strategy. He joined Puig in 1998 and has held leadership roles in brand development, marketing and operations. Until appointment, Albesa served as the company's deputy CEO and president of its Beauty and Fashion division, where he contributed to the strategic development and international expansion of Puig's fragrance and fashion portfolio. At the company's Annual General Meeting in May, José Manuel Albesa will be proposed as a member of Puig's Board of Directors.공시 • Feb 12Puig Brands, S.A. to Report First Half, 2026 Results between Jul 27, 2026 and Aug 02, 2026Puig Brands, S.A. announced that they will report first half, 2026 results between Jul 27, 2026 and Aug 02, 2026공시 • Nov 10Puig Brands, S.A. to Report Fiscal Year 2025 Results on Feb 16, 2026Puig Brands, S.A. announced that they will report fiscal year 2025 results on Feb 16, 2026공시 • Apr 27Puig Brands, S.A. announces Annual dividend, payable on June 12, 2025Puig Brands, S.A. announced Annual dividend of EUR 0.3052 per share payable on June 12, 2025, ex-date on June 10, 2025 and record date on June 11, 2025.공시 • Apr 25Puig Brands, S.A., Annual General Meeting, May 28, 2025Puig Brands, S.A., Annual General Meeting, May 28, 2025. Location: hyatt regency barcelona tower, gran via 144, lhospitalet de llobregat., barcelona Spain공시 • Jan 20Puig Brands, S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025Puig Brands, S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025Reported Earnings • Sep 12First half 2024 earnings releasedFirst half 2024 results: Net income: €153.8m (up €153.8m from 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Personal Products industry in Europe.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €21.22, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Personal Products industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.28 per share.이익 및 매출 성장 예측DB:B1B - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,7147226929311412/31/20275,4856716478821612/31/20265,2216256808501612/31/20255,042594661859N/A9/30/20254,980623675872N/A6/30/20254,918652689885N/A3/31/20254,854591619812N/A12/31/20244,790531549740N/A9/30/20244,642470433620N/A6/30/20244,494410316500N/A3/31/20244,399438347528N/A12/31/20234,304465379556N/A12/31/20223,620399268420N/A12/31/20212,585221434511N/A12/31/20201,537-70N/AN/AN/A12/31/20192,029226N/AN/AN/A12/31/20181,933242N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: B1B 의 연간 예상 수익 증가율(6%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: B1B 의 연간 수익(6%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: B1B 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: B1B 의 수익(연간 4.1%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: B1B 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: B1B의 자본 수익률은 3년 후 13.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHousehold 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 09:38종가2026/06/17 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 소스Puig Brands, S.A.는 22명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullBanco de Sabadell. S.A.Arancha PiñeiroBanco de Sabadell. S.A.Mariano SzachtmanBanco Santander19명의 분석가 더 보기
Upcoming Dividend • Jun 08Upcoming dividend of €0.34 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 17 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (2.6%).
공시 • May 25Estée Lauder and Puig End Merger Talks Aimed At Creating Beauty PowerhouseUS cosmetics giant Estée Lauder has ended merger talks with Spanish rival Puig over a deal that would have created a fashion and beauty powerhouse worth nearly $40 billion (EUR 34.4 billion). Estée Lauder said 22 May 2026, that the parties have terminated discussions regarding a potential business combination. Puig also confirmed the talks had ended. The merger would have brought together Estée Lauder s vast portfolio of high-end brands, including Clinique and Tom Ford Beauty, with Puig s Charlotte Tilbury and Jean Paul Gaultier under one roof, amid a shake-out in the wider beauty sector. Both companies are controlled by families. Puig traces its origins back more than a century, and Estée Lauder was founded in 1946. The deal would have brought together the billionaire Puig and Lauder families, who remain the largest shareholders in the brands they founded. We are grateful for the conversations we have had with Puig, said Estée Lauder s chief executive, Stéphane de La Faverie. Today, we are reiterating our confidence in the power of our incredible brands, our talented teams and our strength as a stand-alone company. Estée Lauder s shares jumped by 11.5% in post-market trading yesterday, as investors welcomed the end of the talks. When the FT first reported on the discussions with Puig in March, shares fell roughly 20%. Talks dragged because of questions over the balance of power between the two families and issues such as the allocation of board seats, according to a person familiar with the matter. Estée Lauder and Puig did not previously disclose the terms of the potential transaction.
Buy Or Sell Opportunity • May 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to €15.20. The fair value is estimated to be €19.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 244%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
Declared Dividend • May 20Dividend of €0.34 announcedShareholders will receive a dividend of €0.34. Ex-date: 15th June 2026 Payment date: 17th June 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (32% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 29Puig Brands, S.A., Annual General Meeting, May 29, 2026Puig Brands, S.A., Annual General Meeting, May 29, 2026.
공시 • Mar 24Estée Lauder in Talks to Combine with PuigThe Estée Lauder Companies Inc. (NYSE:EL) is in talks to combine with Spanish beauty group Puig Brands, S.A. (BME:PUIG), which is behind designer brands including Jean Paul Gaultier and Dries Van Noten, to create a more than $40 billion company. Both companies on March 23, 2026 separately confirmed they were holding discussions over a potential “business combination”. However, they stressed that no final decisions had been made and an agreement was yet to be reached. The statements confirmed an earlier FT report that Estée Lauder and Puig were working on a combination. The FT reported the pair were nearing a merger deal which could come together imminently. “No final decision has been made and no agreement has been reached,” Puig said. “Until an agreement exists, it cannot be guaranteed that any transaction will take place or what its terms would be.” The deal would create a fashion and beauty powerhouse. The two companies generated more than $20 billion in combined sales last year from a large roster of well-known brands. Estée Lauder owns Tom Ford Beauty and Clinique, while Puig’s product portfolio includes Charlotte Tilbury and Rabanne. Beauty groups have turned to dealmaking amid a shakeout in the sector in recent years. A potential combination would allow the companies to bulk up as fears over a slowdown in consumer spending and inflation buffet the consumer and retail sectors.
공시 • Mar 18+ 1 more updatePuig Announces CEO ChangesPuig has separated the roles of CEO and executive chairman, appointing José Manuel Albesa as CEO and retaining Marc Puig as executive chairman; the two executives will work closely to align the company's strategic vision while continuing to focus on its mergers and acquisitions strategy. He joined Puig in 1998 and has held leadership roles in brand development, marketing and operations. Until appointment, Albesa served as the company's deputy CEO and president of its Beauty and Fashion division, where he contributed to the strategic development and international expansion of Puig's fragrance and fashion portfolio. At the company's Annual General Meeting in May, José Manuel Albesa will be proposed as a member of Puig's Board of Directors.
공시 • Feb 12Puig Brands, S.A. to Report First Half, 2026 Results between Jul 27, 2026 and Aug 02, 2026Puig Brands, S.A. announced that they will report first half, 2026 results between Jul 27, 2026 and Aug 02, 2026
공시 • Nov 10Puig Brands, S.A. to Report Fiscal Year 2025 Results on Feb 16, 2026Puig Brands, S.A. announced that they will report fiscal year 2025 results on Feb 16, 2026
공시 • Apr 27Puig Brands, S.A. announces Annual dividend, payable on June 12, 2025Puig Brands, S.A. announced Annual dividend of EUR 0.3052 per share payable on June 12, 2025, ex-date on June 10, 2025 and record date on June 11, 2025.
공시 • Apr 25Puig Brands, S.A., Annual General Meeting, May 28, 2025Puig Brands, S.A., Annual General Meeting, May 28, 2025. Location: hyatt regency barcelona tower, gran via 144, lhospitalet de llobregat., barcelona Spain
공시 • Jan 20Puig Brands, S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025Puig Brands, S.A. announced that they will report fiscal year 2024 results on Feb 27, 2025
Reported Earnings • Sep 12First half 2024 earnings releasedFirst half 2024 results: Net income: €153.8m (up €153.8m from 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Personal Products industry in Europe.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €21.22, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Personal Products industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.28 per share.