View ValuationStröer SE KGaA 향후 성장Future 기준 점검 3/6Ströer SE KGaA (는) 각각 연간 19.3% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36.3% 로 예상됩니다.핵심 정보19.3%이익 성장률17.46%EPS 성장률Media 이익 성장29.5%매출 성장률5.2%향후 자기자본이익률36.32%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.모든 업데이트 보기Recent updatesDeclared Dividend • May 20Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Apr 25Ströer SE & Co. KGaA announces Annual dividend, payable on June 08, 2026Ströer SE & Co. KGaA announced Annual dividend of EUR 1.8500 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.공시 • Jan 22+ 1 more updateStröer Se & Co. KGaA Announces Co-CEO Christian Schmalzl Will Not Be Available for Extension of His Term of Office When His Term Expires in 2028Ströer SE & Co. KGaA announced that Christian Schmalzl, Co-CEO of the general partner of Ströer SE & Co. KGaA, informed Supervisory Board Chairman Christoph Vilanek and his Co-CEO Udo Müller on January 20, 2026, that he will not be available for reappointment when his term expires in summer 2028 for personal reasons related to his life plans. The Chairman of the Supervisory Board and the general partner have decided to initiate a search and selection process for a new member of the Management Board.공시 • Nov 27+ 4 more updatesStröer SE & Co. KGaA to Report Q3, 2026 Results on Nov 12, 2026Ströer SE & Co. KGaA announced that they will report Q3, 2026 results on Nov 12, 2026공시 • Apr 25Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025, at 10:00 W. Europe Standard Time.공시 • Mar 07Ströer SE & Co. KGaA to Report Fiscal Year 2024 Final Results on Mar 24, 2025Ströer SE & Co. KGaA announced that they will report fiscal year 2024 final results on Mar 24, 2025공시 • Mar 06+ 3 more updatesStröer SE & Co. KGaA to Report Q3, 2025 Results on Nov 11, 2025Ströer SE & Co. KGaA announced that they will report Q3, 2025 results on Nov 11, 2025Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €55.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Media industry in Germany. Total loss to shareholders of 7.1% over the past three years.Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.59 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.59 (up from €0.35 in 2Q 2023). Revenue: €511.5m (up 13% from 2Q 2023). Net income: €32.9m (up 70% from 2Q 2023). Profit margin: 6.4% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Jun 05Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.11. Revenue: €453.4m (up 11% from 1Q 2023). Net income: €6.00m (up €6.69m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 8.1% 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: Minor Risks High level of debt (180% net debt to equity). Dividend is not well covered by earnings (111% payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • Mar 07Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.91b (up 8.0% from FY 2022). Net income: €112.4m (down 22% from FY 2022). Profit margin: 5.9% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany.공시 • Mar 02Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024.Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.공시 • Nov 14+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2023 Results on Mar 25, 2024Ströer SE & Co. KGaA announced that they will report fiscal year 2023 results on Mar 25, 2024Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €483.6m (up 11% from 3Q 2022). Net income: €27.2m (down 26% from 3Q 2022). Profit margin: 5.6% (down from 8.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany.New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.7% 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: Minor Risks High level of debt (344% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.3% net profit margin).Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: €0.35 (vs €0.66 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.66 in 2Q 2022). Revenue: €454.8m (up 7.0% from 2Q 2022). Net income: €19.4m (down 48% from 2Q 2022). Profit margin: 4.3% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 29Upcoming dividend of €1.85 per share at 4.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.4%).Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €409.9m (up 6.5% from 1Q 2022). Net loss: €687.0k (down 107% from profit in 1Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Buying Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €66.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to decline by 0.8% in the next 2 years.Reported Earnings • Mar 09Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.77b (up 8.9% from FY 2021). Net income: €151.8m (up 24% from FY 2021). Profit margin: 8.6% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.공시 • Nov 29+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2022 Results on Mar 03, 2023Ströer SE & Co. KGaA announced that they will report fiscal year 2022 results on Mar 03, 2023Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: €0.66 (vs €0.23 in 2Q 2021)Second quarter 2022 results: EPS: €0.66 (up from €0.23 in 2Q 2021). Revenue: €425.0m (up 14% from 2Q 2021). Net income: €37.5m (up 183% from 2Q 2021). Profit margin: 8.8% (up from 3.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.5%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.Upcoming Dividend • Jun 16Upcoming dividend of €2.25 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 27 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.5%). Lower than average of industry peers (7.5%).Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €385.0m (up 24% from 1Q 2021). Net income: €10.2m (up €23.1m from 1Q 2021). Profit margin: 2.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany.Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €414.3m (up 17% from 3Q 2020). Net income: €37.4m (up 144% from 3Q 2020). Profit margin: 9.0% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Aug 30Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 08 September 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS €0.23 (vs €0.85 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €374.0m (up 42% from 2Q 2020). Net income: €13.3m (up €61.6m from 2Q 2020). Profit margin: 3.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Reported Earnings • May 12First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: €311.9m (down 15% from 1Q 2020). Net loss: €12.7m (down 156% from profit in 1Q 2020).Reported Earnings • Apr 04Full year 2020 earnings released: EPS €0.63 (vs €1.72 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 9.4% from FY 2019). Net income: €35.4m (down 64% from FY 2019). Profit margin: 2.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 23New 90-day low: €69.50The company is down 8.0% from its price of €75.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.34 per share.Is New 90 Day High Low • Dec 11New 90-day high: €78.40The company is up 16% from its price of €67.60 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €93.24 per share.Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.Is New 90 Day High Low • Nov 12New 90-day high: €74.00The company is up 13% from its price of €65.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.02 per share.Upcoming Dividend • Oct 29Upcoming Dividend of €2.00 Per ShareWill be paid on the 9th of November to those who are registered shareholders by the 5th of November. The trailing yield of 3.2% is below the top quartile of German dividend payers (3.9%), and is lower than industry peers (4.0%).이익 및 매출 성장 예측DB:SAX - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,364210210397612/31/20272,2521832044121012/31/20262,163146158332103/31/20262,095124341436N/A12/31/20252,075126316411N/A9/30/20252,058124311412N/A6/30/20252,062134343438N/A3/31/20252,069138356450N/A12/31/20242,047131359454N/A9/30/20242,027115367462N/A6/30/20242,015108315424N/A3/31/20241,95894273393N/A12/31/20231,91493270401N/A9/30/20231,874105259403N/A6/30/20231,827114241401N/A3/31/20231,797132272432N/A12/31/20221,772143247411N/A9/30/20221,773169279439N/A6/30/20221,751170322456N/A3/31/20221,700145306431N/A12/31/20211,627122320426N/A9/30/20211,55590295383N/A6/30/20211,49666274360N/A3/31/20211,3865252338N/A12/31/20201,44235283380N/A9/30/20201,45523309386N/A6/30/20201,48027327413N/A3/31/20201,609103337428N/A12/31/20191,59197N/A446N/A9/30/20191,518111N/A472N/A6/30/20191,525113N/A441N/A3/31/20191,529106N/A436N/A12/31/20181,508106N/A426N/A9/30/20181,525109N/A358N/A6/30/20181,442105N/A331N/A3/31/20181,331116N/A322N/A12/31/20171,283113N/A252N/A9/30/20171,22886N/A240N/A6/30/20171,18879N/A233N/A3/31/20171,17869N/A215N/A12/31/20161,12366N/A236N/A9/30/20161,03670N/A228N/A6/30/201696367N/A235N/A3/31/201688865N/A217N/A12/31/201582458N/A190N/A9/30/201576542N/A139N/A6/30/201575037N/A131N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SAX 의 연간 예상 수익 증가율(19.3%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: SAX 의 연간 수익(19.3%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SAX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SAX 의 수익(연간 5.2%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SAX 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SAX의 자본 수익률은 3년 후 36.3%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 20:24종가2026/05/22 00:00수익2026/03/31연간 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 소스Ströer SE & Co. KGaA는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관JULIEN ROCHBarclaysDavide AmorimBerenbergAnna PatriceBerenberg18명의 분석가 더 보기
Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.
Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.
Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.
Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.
Declared Dividend • May 20Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Apr 25Ströer SE & Co. KGaA announces Annual dividend, payable on June 08, 2026Ströer SE & Co. KGaA announced Annual dividend of EUR 1.8500 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
공시 • Jan 22+ 1 more updateStröer Se & Co. KGaA Announces Co-CEO Christian Schmalzl Will Not Be Available for Extension of His Term of Office When His Term Expires in 2028Ströer SE & Co. KGaA announced that Christian Schmalzl, Co-CEO of the general partner of Ströer SE & Co. KGaA, informed Supervisory Board Chairman Christoph Vilanek and his Co-CEO Udo Müller on January 20, 2026, that he will not be available for reappointment when his term expires in summer 2028 for personal reasons related to his life plans. The Chairman of the Supervisory Board and the general partner have decided to initiate a search and selection process for a new member of the Management Board.
공시 • Nov 27+ 4 more updatesStröer SE & Co. KGaA to Report Q3, 2026 Results on Nov 12, 2026Ströer SE & Co. KGaA announced that they will report Q3, 2026 results on Nov 12, 2026
공시 • Apr 25Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025, at 10:00 W. Europe Standard Time.
공시 • Mar 07Ströer SE & Co. KGaA to Report Fiscal Year 2024 Final Results on Mar 24, 2025Ströer SE & Co. KGaA announced that they will report fiscal year 2024 final results on Mar 24, 2025
공시 • Mar 06+ 3 more updatesStröer SE & Co. KGaA to Report Q3, 2025 Results on Nov 11, 2025Ströer SE & Co. KGaA announced that they will report Q3, 2025 results on Nov 11, 2025
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €55.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Media industry in Germany. Total loss to shareholders of 7.1% over the past three years.
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: €0.59 (vs €0.35 in 2Q 2023)Second quarter 2024 results: EPS: €0.59 (up from €0.35 in 2Q 2023). Revenue: €511.5m (up 13% from 2Q 2023). Net income: €32.9m (up 70% from 2Q 2023). Profit margin: 6.4% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Jun 05Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 12 June 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (5.2%).
Price Target Changed • May 16Price target increased by 8.1% to €70.73Up from €65.45, the current price target is an average from 11 analysts. New target price is 8.0% above last closing price of €65.50. Stock is up 41% over the past year. The company is forecast to post earnings per share of €2.82 for next year compared to €1.67 last year.
Reported Earnings • May 09First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.11. Revenue: €453.4m (up 11% from 1Q 2023). Net income: €6.00m (up €6.69m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
New Risk • Mar 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 8.1% 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: Minor Risks High level of debt (180% net debt to equity). Dividend is not well covered by earnings (111% payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • Mar 07Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.91b (up 8.0% from FY 2022). Net income: €112.4m (down 22% from FY 2022). Profit margin: 5.9% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany.
공시 • Mar 02Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024Ströer SE & Co. KGaA, Annual General Meeting, Jun 11, 2024.
Price Target Changed • Jan 16Price target increased by 7.0% to €64.20Up from €59.99, the current price target is an average from 11 analysts. New target price is 23% above last closing price of €52.40. Stock is up 3.6% over the past year. The company is forecast to post earnings per share of €2.27 for next year compared to €2.53 last year.
공시 • Nov 14+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2023 Results on Mar 25, 2024Ströer SE & Co. KGaA announced that they will report fiscal year 2023 results on Mar 25, 2024
Reported Earnings • Nov 10Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €483.6m (up 11% from 3Q 2022). Net income: €27.2m (down 26% from 3Q 2022). Profit margin: 5.6% (down from 8.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany.
New Risk • Aug 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.7% 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: Minor Risks High level of debt (344% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.3% net profit margin).
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: €0.35 (vs €0.66 in 2Q 2022)Second quarter 2023 results: EPS: €0.35 (down from €0.66 in 2Q 2022). Revenue: €454.8m (up 7.0% from 2Q 2022). Net income: €19.4m (down 48% from 2Q 2022). Profit margin: 4.3% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 29Upcoming dividend of €1.85 per share at 4.2% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (6.4%).
Reported Earnings • May 14First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €409.9m (up 6.5% from 1Q 2022). Net loss: €687.0k (down 107% from profit in 1Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Buying Opportunity • Mar 11Now 21% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be €66.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to decline by 0.8% in the next 2 years.
Reported Earnings • Mar 09Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.77b (up 8.9% from FY 2021). Net income: €151.8m (up 24% from FY 2021). Profit margin: 8.6% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany.
공시 • Nov 29+ 4 more updatesStröer SE & Co. KGaA to Report Fiscal Year 2022 Results on Mar 03, 2023Ströer SE & Co. KGaA announced that they will report fiscal year 2022 results on Mar 03, 2023
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: €0.66 (vs €0.23 in 2Q 2021)Second quarter 2022 results: EPS: €0.66 (up from €0.23 in 2Q 2021). Revenue: €425.0m (up 14% from 2Q 2021). Net income: €37.5m (up 183% from 2Q 2021). Profit margin: 8.8% (up from 3.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.5%, compared to a 6.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 04Price target decreased to €63.70Down from €69.88, the current price target is an average from 10 analysts. New target price is 55% above last closing price of €41.00. Stock is down 39% over the past year. The company is forecast to post earnings per share of €2.65 for next year compared to €2.16 last year.
Upcoming Dividend • Jun 16Upcoming dividend of €2.25 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 27 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.5%). Lower than average of industry peers (7.5%).
Reported Earnings • May 14First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €385.0m (up 24% from 1Q 2021). Net income: €10.2m (up €23.1m from 1Q 2021). Profit margin: 2.7% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 11%, compared to a 8.7% growth forecast for the industry in Germany.
Reported Earnings • Nov 11Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €414.3m (up 17% from 3Q 2020). Net income: €37.4m (up 144% from 3Q 2020). Profit margin: 9.0% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Aug 30Upcoming dividend of €2.00 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 08 September 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS €0.23 (vs €0.85 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €374.0m (up 42% from 2Q 2020). Net income: €13.3m (up €61.6m from 2Q 2020). Profit margin: 3.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Reported Earnings • May 12First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: €311.9m (down 15% from 1Q 2020). Net loss: €12.7m (down 156% from profit in 1Q 2020).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS €0.63 (vs €1.72 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.44b (down 9.4% from FY 2019). Net income: €35.4m (down 64% from FY 2019). Profit margin: 2.5% (down from 6.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 23New 90-day low: €69.50The company is down 8.0% from its price of €75.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.34 per share.
Is New 90 Day High Low • Dec 11New 90-day high: €78.40The company is up 16% from its price of €67.60 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €93.24 per share.
Price Target Changed • Nov 16Price target raised to €77.57Up from €72.11, the current price target is an average from 14 analysts. The new target price is close to the current share price of €75.55. As of last close, the stock is up 4.6% over the past year.
Is New 90 Day High Low • Nov 12New 90-day high: €74.00The company is up 13% from its price of €65.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €79.02 per share.
Upcoming Dividend • Oct 29Upcoming Dividend of €2.00 Per ShareWill be paid on the 9th of November to those who are registered shareholders by the 5th of November. The trailing yield of 3.2% is below the top quartile of German dividend payers (3.9%), and is lower than industry peers (4.0%).