Verve Group 향후 성장
Future 기준 점검 4/6
Verve Group (는) 각각 연간 35.9% 및 10.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 36.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.8% 로 예상됩니다.
핵심 정보
35.9%
이익 성장률
36.43%
EPS 성장률
| Media 이익 성장 | 29.5% |
| 매출 성장률 | 10.9% |
| 향후 자기자본이익률 | 11.75% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 25 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 19
VRV: AI Intent Data Expansion Will Support Future Upside Potential
Analysts have adjusted their price target for Verve Group to €4.88, with the updated view reflecting a slightly higher discount rate, a modest change in projected revenue growth, and a lower assumed future P/E multiple, while keeping the fair value estimate unchanged at €4.88. What's in the News Verve Group SE announced a major expansion of its audience intelligence capabilities through Verve For Advertisers, adding AI chat environments to its data offering and integrating conversational intent signals from large language model ecosystems into its targeting solutions (Key Developments).내러티브 업데이트 • Apr 30
VRV: Bullish AI Ad Targeting Expansion Will Support Future Upside Potential
Analysts now see Verve Group's fair value at €4.88 per share, compared with the previous €5.05, reflecting updated views on revenue growth, profit margins and discount rates following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent initiation with a positive stance as support for the updated fair value of €4.88, suggesting that current assumptions on growth and profitability are still seen as achievable.
내러티브 업데이트 • Apr 15
VRV: AI Intent Data Integration Will Support Future Upside Potential
Analysts now set a fresh price target of €2.25 for Verve Group, reflecting updated assumptions on discount rate, revenue trends, profit margin and future P/E after recent bullish Street research, including the latest initiation at Berenberg. Analyst Commentary Recent research highlights a split view on Verve Group.내러티브 업데이트 • Apr 01
M8G: AI Intent Data And AdTech Integration Will Underpin Future Upside
The analyst price target for Verve Group has been adjusted to €2.25, with analysts attributing the change to updated assumptions around revenue growth, profit margins and future P/E, based on their refreshed view following recent bullish Street research coverage. Analyst Commentary Recent Street research on Verve Group points to a more cautious tone behind the updated €2.25 price target, even where the headline stance remains constructive.내러티브 업데이트 • Mar 18
M8G: AI Intent Data Platform Will Drive Future Upside Potential
Analysts have lifted their price target on Verve Group to €2.25, up from €2.25, supported by assumptions of a lower discount rate, more moderate revenue growth and profit margins, and a higher future P/E multiple. Analyst Commentary Recent research points to a more cautious tone around Verve Group, even alongside an unchanged headline price target.
내러티브 업데이트 • Mar 04
M8G: Refined Assumptions And 2026 Guidance Will Support Future Upside
Analysts have trimmed their price target on Verve Group to €7.65 from €7.95, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following new Street research, including a recent bullish initiation by Berenberg. Analyst Commentary Bullish analysts point to the updated assumptions on discount rate, revenue growth, profit margin, and future P/E as evidence that the recent research, including the bullish initiation, still supports an upside case for Verve Group despite the slightly lower price target.
내러티브 업데이트 • Feb 19
Important update after Q4 2025 results
1. Downgraded the "Low Scenario" to Reflect Severe Dilution Risks: The original bear case assumed the company would just stagnate and deliver a meager 5.6% annual return.내러티브 업데이트 • Feb 18
M8G: Reset Assumptions And 2026 Guidance Will Support Upside Potential
Analysts have adjusted their price target for Verve Group to €7.95, keeping the fair value level unchanged while updating their assumptions around discount rate, revenue growth, profit margin and future P/E based on a mix of more cautious and more constructive recent research views. Analyst Commentary Recent research views on Verve Group have been mixed, but the latest price target reset to €7.95 reflects a constructive stance from bullish analysts who see room for the current assumptions on discount rate, revenue growth, profit margin and future P/E to support this valuation anchor.분석 기사 • Feb 07
Verve Group SE (ETR:M8G) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing
Verve Group SE ( ETR:M8G ) shareholders that were waiting for something to happen have been dealt a blow with a 26...내러티브 업데이트 • Feb 03
M8G: Cautious Downgrade Will Set Up Potential Upside Versus Guidance
Analysts have trimmed their price target on Verve Group to reflect a lower assumed revenue growth rate of 15.22% and a higher discount rate of 7.32%, while keeping fair value at €2.25. They cited more cautious expectations following the recent downgrade to Perform.분석 기사 • Jan 28
We Think Verve Group (ETR:M8G) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Jan 20
M8G: Reset Profitability Assumptions Will Support Upside From Strengthening 2025 Guidance
Analysts have trimmed their fair value estimate for Verve Group from $9.20 to $7.95, citing updated assumptions for growth, margins, and a higher future P/E. This change was reflected in a recent downgrade to Perform from a previously more positive rating.내러티브 업데이트 • Jan 05
M8G: Raised 2025 Guidance And Strong 2026 Outlook Will Support Upside
Analysts cut their fair value estimate for Verve Group from US$3.88 to US$2.25, citing updated assumptions on revenue growth, profit margins, and a lower future P/E that aligns with a recent downgrade to Perform by the Street. Analyst Commentary Bearish analysts have turned more cautious on Verve Group, and the recent downgrade to Perform reinforces a more muted stance on the stock.내러티브 업데이트 • Dec 18
M8G Will Benefit From Raised 2025 Guidance Despite Near Term Margin Pressure
Analysts have modestly reduced their price target on Verve Group to $5.05. This reflects expectations of faster top line growth but thinner margins and a higher valuation multiple, as also evidenced by a recent downgrade to Perform.내러티브 업데이트 • Dec 04
M8G Will Benefit From Raised 2025 Revenue Guidance And Stronger Margins
Analysts slightly reduced their price target on Verve Group to $5.05 from $6.43, citing more conservative fair value assumptions, even as expectations for revenue growth and profit margins have strengthened following recent downgrades in Street research. Analyst Commentary Street research has shifted to a more neutral stance on Verve Group, reflecting a balance between improving fundamentals and execution risks that could limit near term share appreciation.분석 기사 • Nov 20
Why We're Not Concerned Yet About Verve Group SE's (ETR:M8G) 26% Share Price Plunge
The Verve Group SE ( ETR:M8G ) share price has fared very poorly over the last month, falling by a substantial 26%. For...분석 기사 • Oct 26
Verve Group (ETR:M8G) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...내러티브 업데이트 • Sep 11
ID-less Targeting And AI Investments Will Drive Future Success In Privacy-Focused Advertising
The notable upward revision in Verve Group's consensus analyst price target is primarily driven by a marked increase in the future P/E multiple, signaling improved earnings expectations or a higher market premium, resulting in a new target of €6.43. What's in the News Verve Group lowered its 2025 net revenue guidance to EUR 485–515 million (previously EUR 530–565 million), citing platform unification technical issues and greater-than-expected negative FX impacts.분석 기사 • Aug 23
Verve Group's (ETR:M8G) Problems Go Beyond Weak Profit
The market wasn't impressed with the soft earnings from Verve Group SE ( ETR:M8G ) recently. We did some analysis, and...내러티브 업데이트 • Aug 20
ID-less Targeting And AI Investments Will Drive Future Success In Privacy-Focused Advertising
Verve Group’s consensus price target has been revised down, primarily reflecting a weaker earnings outlook as net profit margin declines and the future P/E rises, bringing the fair value estimate from €6.22 to €5.49. What's in the News Verve Group SE lowered its 2025 net revenue guidance to EUR 485–515 million due to technical platform unification issues and negative FX impacts.새로운 내러티브 • Aug 17
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.분석 기사 • Jul 19
Verve Group SE's (ETR:M8G) 31% Jump Shows Its Popularity With Investors
Verve Group SE ( ETR:M8G ) shareholders would be excited to see that the share price has had a great month, posting a...분석 기사 • May 23
Investors Appear Satisfied With Verve Group SE's (ETR:M8G) Prospects As Shares Rocket 29%
Verve Group SE ( ETR:M8G ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...분석 기사 • Apr 08
Investors Give Verve Group SE (ETR:M8G) Shares A 25% Hiding
Verve Group SE ( ETR:M8G ) shareholders won't be pleased to see that the share price has had a very rough month...
새로운 내러티브 • Feb 10
Patent For ATOM Technology Will Capitalize On Growing Demand For Cookie-Less Advertising
ID-Less Solutions and Fullscreen Video Ads drive growth, with cookie-less advertising expected to enhance future revenue.분석 기사 • Feb 09
Earnings Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 28%
Verve Group SE ( ETR:M8G ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...분석 기사 • Dec 06
Verve Group's (ETR:M8G) Performance Raises Some Questions
The latest earnings release from Verve Group SE ( ETR:M8G ) disappointed investors. We did some digging and found some...분석 기사 • Nov 14
Why Investors Shouldn't Be Surprised By Verve Group SE's (ETR:M8G) 26% Share Price Surge
Despite an already strong run, Verve Group SE ( ETR:M8G ) shares have been powering on, with a gain of 26% in the last...분석 기사 • Sep 01
Revenues Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 25%
Despite an already strong run, Verve Group SE ( ETR:M8G ) shares have been powering on, with a gain of 25% in the last...분석 기사 • Jul 04
Further Upside For Verve Group SE (ETR:M8G) Shares Could Introduce Price Risks After 37% Bounce
The Verve Group SE ( ETR:M8G ) share price has done very well over the last month, posting an excellent gain of 37...분석 기사 • Jun 21
At €1.66, Is It Time To Put Verve Group SE (ETR:M8G) On Your Watch List?
Verve Group SE ( ETR:M8G ), might not be a large cap stock, but it received a lot of attention from a substantial price...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 852 | 69 | 99 | 140 | 8 |
| 12/31/2027 | 774 | 53 | 80 | 126 | 9 |
| 12/31/2026 | 701 | 37 | 73 | 133 | 9 |
| 12/31/2025 | 579 | 1 | 9 | 49 | N/A |
| 9/30/2025 | 521 | 11 | 22 | 66 | N/A |
| 6/30/2025 | 496 | 23 | 73 | 115 | N/A |
| 3/31/2025 | 488 | 28 | 86 | 128 | N/A |
| 12/31/2024 | 462 | 29 | 94 | 137 | N/A |
| 9/30/2024 | 417 | 19 | 75 | 119 | N/A |
| 6/30/2024 | 381 | 51 | 36 | 92 | N/A |
| 3/31/2024 | 361 | 47 | 39 | 87 | N/A |
| 12/31/2023 | 348 | 47 | 23 | 69 | N/A |
| 9/30/2023 | 344 | 13 | 35 | 107 | N/A |
| 6/30/2023 | 355 | -23 | 53 | 101 | N/A |
| 3/31/2023 | 357 | -22 | 68 | 109 | N/A |
| 12/31/2022 | 353 | -20 | 96 | 134 | N/A |
| 9/30/2022 | 339 | 16 | 51 | 91 | N/A |
| 6/30/2022 | 312 | 16 | 44 | 84 | N/A |
| 3/31/2022 | 290 | 16 | 24 | 70 | N/A |
| 12/31/2021 | 275 | 16 | 25 | 65 | N/A |
| 9/30/2021 | 241 | 11 | 25 | 45 | N/A |
| 6/30/2021 | 211 | 8 | 14 | 33 | N/A |
| 3/31/2021 | 182 | 5 | 11 | 30 | N/A |
| 12/31/2020 | 156 | 3 | 6 | 25 | N/A |
| 9/30/2020 | 135 | 0 | 9 | 22 | N/A |
| 6/30/2020 | 126 | 0 | 9 | 21 | N/A |
| 3/31/2020 | 110 | 0 | 7 | 20 | N/A |
| 12/31/2019 | 94 | 0 | 4 | 16 | N/A |
| 9/30/2019 | 75 | 0 | N/A | 17 | N/A |
| 6/30/2019 | 58 | 0 | N/A | 21 | N/A |
| 3/31/2019 | 46 | 0 | N/A | 14 | N/A |
| 12/31/2018 | 35 | 1 | N/A | 7 | N/A |
| 9/30/2018 | 22 | 1 | N/A | -9 | N/A |
| 6/30/2018 | 10 | 1 | N/A | -24 | N/A |
| 3/31/2018 | 5 | 0 | N/A | -16 | N/A |
| 12/31/2017 | N/A | 0 | N/A | -8 | N/A |
| 9/30/2017 | 1 | -1 | N/A | -14 | N/A |
| 6/30/2017 | 1 | -2 | N/A | -20 | N/A |
| 3/31/2017 | 1 | 0 | N/A | -24 | N/A |
| 12/31/2016 | 1 | 2 | N/A | -29 | N/A |
| 9/30/2016 | 1 | 3 | N/A | -15 | N/A |
| 6/30/2016 | N/A | 4 | N/A | -1 | N/A |
| 3/31/2016 | N/A | 2 | N/A | -1 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VRV 의 연간 예상 수익 증가율(35.9%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: VRV 의 연간 수익(35.9%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VRV 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: VRV 의 수익(연간 10.9%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VRV 의 수익(연간 10.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VRV의 자본 수익률은 3년 후 11.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 00:49 |
| 종가 | 2026/05/25 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 가이드와 YouTube 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
Verve Group SE는 17명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Edward James | Berenberg |
| Andreas Wolf | Berenberg |
| Matthew Weber | Canaccord Genuity |