Scout24 SE

XTRA:G24 주식 리포트

시가총액: €4.9b

Scout24 향후 성장

Future 기준 점검 3/6

Scout24 (는) 각각 연간 10.3% 및 8.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.5% 로 예상됩니다.

핵심 정보

10.3%

이익 성장률

12.17%

EPS 성장률

Interactive Media and Services 이익 성장30.5%
매출 성장률8.6%
향후 자기자본이익률22.51%
애널리스트 커버리지

Good

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 10

G24: Higher 2026 Margins And Dividend Payout Will Support Further Rating Upgrades

Scout24's updated analyst price target has shifted from about €134 to roughly €128, as analysts factor in more moderate revenue growth, a higher discount rate, firmer profit margins and a lower assumed future P/E multiple, in line with the latest rounds of both price target cuts and a recent upgrade in Street research. Analyst Commentary Recent Street research on Scout24 has been mixed, but there are several clearly bullish signals that support the updated valuation framework.
내러티브 업데이트 Apr 26

G24: 2026 Execution And Margins Will Support Renewed Market Confidence

Scout24's analyst price target has been reduced by €6.23 to €103.44 as analysts factor in updated fair value assumptions, slightly different growth and discount rate inputs, and recent revisions to external price targets, while still reflecting relatively firm profit margin and P/E expectations. Analyst Commentary Recent Street research on Scout24 shows a mix of optimism on the business and some caution on valuation, with several firms adjusting price targets while maintaining generally supportive ratings.
내러티브 업데이트 Apr 09

G24: 2026 Margin Delivery And Capital Returns Will Support Further Rating Upgrades

Narrative Update on Scout24 The analyst price target for Scout24 has been reduced from €143.38 to €134.00, as analysts factor in lower fair value assumptions in line with recent target cuts from firms such as JPMorgan and RBC Capital, while still pointing to support from upgrades at UBS and Morgan Stanley. Analyst Commentary Recent research on Scout24 reflects a split view, with some high profile firms trimming price targets while others lean more constructive on the shares.
내러티브 업데이트 Mar 26

G24: 2026 Execution And Buybacks Will Support Renewed Market Confidence

Scout24's analyst price targets have been cut, with the fair value estimate moving from about €120.68 to €109.66, as analysts factor in slightly higher discount rates, more moderate revenue growth assumptions, and a lower future P/E, even as several firms maintain positive ratings alongside reduced targets between €85 and €115. Analyst Commentary Recent research suggests that, while price targets on Scout24 have been trimmed, several major firms still see room for upside, with a cluster of targets between €85 and €115.
내러티브 업데이트 Mar 11

G24: 2026 Margin Delivery And Buybacks Will Support Further Rating Upgrades

Analyst price targets for Scout24 have been trimmed by around €15 to €20, with updated fair value estimates now at €143.38, as analysts factor in slightly higher discount rates, a more measured revenue outlook, and stronger profit margins, along with lower assumed future P/E multiples. Analyst Commentary Recent research updates show that several bullish analysts continue to see upside in Scout24, even as they trim headline price targets.
내러티브 업데이트 Feb 24

G24: Buybacks And 2026 Execution Will Support Upgrades To Overweight

Analysts have modestly lifted their Scout24 price target to €114, supported by slightly higher assumptions for revenue growth, profit margins and a small adjustment to the P/E multiple in recent research updates. Analyst Commentary Recent research has shifted more clearly in favor of Scout24, with several bullish analysts moving to more positive ratings and revisiting their valuation frameworks.
내러티브 업데이트 Feb 09

G24: Buybacks And 2026 Execution Will Support A Re Rating

Analysts have raised their price views on Scout24, with recent upgrades and refreshed 2026 outlooks supporting a revised target range of about €103 to €114, citing updated assumptions for growth, margins and the price-to-earnings ratio. Analyst Commentary Recent research points to a more constructive tone on Scout24, with several bullish analysts shifting to more positive ratings and setting price targets that cluster in the low to mid €100s.
내러티브 업데이트 Jan 26

G24: Future Margin Strength And 2026 Momentum Will Support Market Confidence

Our fair value estimate for Scout24 edges up from about €120.04 to €120.68. This reflects small adjustments to our revenue growth, profit margin and discount rate assumptions, in line with recent analyst actions that include multiple rating upgrades and refreshed price targets.
분석 기사 Jan 23

Estimating The Fair Value Of Scout24 SE (ETR:G24)

Key Insights The projected fair value for Scout24 is €99.30 based on 2 Stage Free Cash Flow to Equity Current share...
내러티브 업데이트 Jan 11

G24: Buybacks And Execution Into 2026 Will Drive Shares Higher

Analysts have nudged their price targets for Scout24, with recent updates clustering in a €103 to €143.60 range. They point to supportive long term assumptions on margins, a slightly lower future P/E of about 33.9x, and a steady fair value at €143.60.
내러티브 업데이트 Dec 26

G24: Future Margin Strength Will Support Ongoing Market Momentum

The analyst price target for Scout24 has been modestly reduced by approximately EUR 0.25, as analysts recalibrate valuation assumptions in light of slightly lower fair value estimates, while maintaining supportive views on revenue growth, margins, and future earnings multiples. Analyst Commentary Recent Street research on Scout24 reflects a mixed but still broadly constructive stance on the company, with price targets adjusted both upward and downward as analysts rebase valuation frameworks to evolving growth and margin expectations.
분석 기사 Dec 17

Returns Are Gaining Momentum At Scout24 (ETR:G24)

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...
내러티브 업데이트 Dec 12

G24: Revenue Momentum And Index Inclusion Will Drive Shares Higher

Scout24's analyst price target has inched up to EUR 143.60 from EUR 142, as analysts point to stronger revenue growth expectations, offset only partly by slightly lower margin forecasts and a higher assumed discount rate. Analyst Commentary Recent research updates underline a broadly constructive stance on Scout24, with several bullish analysts lifting their valuation frameworks in response to improving fundamentals and execution confidence.
분석 기사 Dec 01

We Ran A Stock Scan For Earnings Growth And Scout24 (ETR:G24) Passed With Ease

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 Nov 27

G24: Double-Digit Revenue Growth Will Drive Continued Market Momentum

The analyst price target for Scout24 has been revised downward, dropping from €123.40 to €120.29. This reflects analysts' tempered outlook based on updated growth and profitability assumptions.
분석 기사 Nov 13

Some Shareholders Feeling Restless Over Scout24 SE's (ETR:G24) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 28x Scout24 SE ( ETR:G24 ) may be sending very bearish signals at the...
분석 기사 Oct 08

Calculating The Fair Value Of Scout24 SE (ETR:G24)

Key Insights The projected fair value for Scout24 is €122 based on 2 Stage Free Cash Flow to Equity Current share price...
분석 기사 Sep 08

Scout24 (ETR:G24) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Sep 05

AI Integration And Digital Shift Will Empower German Real Estate

Despite strong operational momentum, resilient demand, margin expansion, and cash generation supporting bullish views, concerns over macroeconomic headwinds in property markets temper optimism, resulting in the Scout24 consensus analyst price target remaining unchanged at €123.40. Analyst Commentary Bullish analysts cite ongoing strong operational momentum, with positive top-line growth trends and resilient demand in the core real estate platform business.
분석 기사 Aug 24

Scout24 (ETR:G24) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Jul 16

With Scout24 SE (ETR:G24) It Looks Like You'll Get What You Pay For

Scout24 SE's ( ETR:G24 ) price-to-earnings (or "P/E") ratio of 49.8x might make it look like a strong sell right now...
분석 기사 Jun 16

Estimating The Fair Value Of Scout24 SE (ETR:G24)

Key Insights The projected fair value for Scout24 is €138 based on 2 Stage Free Cash Flow to Equity Current share price...
분석 기사 May 24

Is Scout24 (ETR:G24) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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새로운 내러티브 Dec 02

AI-Powered Offerings And German Market Rebound To Drive Revenue And Margin Growth

Strong revenue growth driven by core agent memberships and private subscriptions, alongside positive contributions from strategic acquisitions and enhanced product offerings.

이익 및 매출 성장 예측

XTRA:G24 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028914349374N/A14
12/31/2027844306329N/A15
12/31/2026762264292N/A15
3/31/2026692259N/AN/AN/A
12/31/2025669240264285N/A
9/30/2025651229N/AN/AN/A
6/30/2025631177247271N/A
3/31/2025610173N/AN/AN/A
12/31/2024589162232257N/A
9/30/2024574176N/AN/AN/A
6/30/2024562172192216N/A
3/31/2024545181N/AN/AN/A
12/31/2023532179177201N/A
9/30/2023516171N/AN/AN/A
6/30/2023500157153181N/A
3/31/2023489141N/AN/AN/A
12/31/2022476124132162N/A
9/30/2022463100N/AN/AN/A
6/30/202244691127157N/A
3/31/202243186N/AN/AN/A
12/31/202141691106135N/A
9/30/2021404104N/AN/AN/A
6/30/202139410371109N/A
3/31/20213811002461N/A
12/31/20203761024783N/A
9/30/20203738679108N/A
6/30/202037082132153N/A
3/31/202037173196214N/A
12/31/201936464N/A194N/A
9/30/201920017N/A204N/A
6/30/201924637N/A190N/A
3/31/201928963N/A202N/A
12/31/201832976N/A208N/A
9/30/2018529130N/A193N/A
6/30/2018514122N/A193N/A
3/31/2018501117N/A173N/A
12/31/2017488111N/A164N/A
9/30/2017477102N/A126N/A
6/30/201746792N/A142N/A
3/31/201746078N/A155N/A
12/31/201645467N/A155N/A
9/30/201644258N/A159N/A
6/30/201643147N/A133N/A
3/31/201641759N/A134N/A
12/31/201540457N/A124N/A

애널리스트 향후 성장 전망

수입 대 저축률: G24 의 연간 예상 수익 증가율(10.3%)이 saving rate(1.9%)보다 높습니다.

수익 vs 시장: G24 의 연간 수익(10.3%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: G24 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: G24 의 수익(연간 8.6%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: G24 의 수익(연간 8.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: G24의 자본 수익률은 3년 후 22.5%로 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 01:11
종가2026/05/21 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.

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 스노우플레이크

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

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Scout24 SE는 36명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Fernando Cordero BarreiraBanco Santander
Andrew RossBarclays
William LarwoodBerenberg