View ValuationSRP Groupe 향후 성장Future 기준 점검 0/6SRP Groupe 의 수익은 연간 6.5% 감소할 것으로 예상되는 반면, 연간 수익은 26% 로 증가할 것으로 예상됩니다.핵심 정보26.0%이익 성장률n/aEPS 성장률Specialty Retail 이익 성장29.2%매출 성장률-6.5%향후 자기자본이익률-16.20%애널리스트 커버리지Low마지막 업데이트27 Feb 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Albin Jacquemont was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • May 20SRP Groupe S.A., Annual General Meeting, Jun 25, 2026SRP Groupe S.A., Annual General Meeting, Jun 25, 2026. Location: 1 impasse du pilier, la plaine saint denis France공시 • Mar 28SRP Groupe S.A. to Report First Half, 2026 Results on Sep 24, 2026SRP Groupe S.A. announced that they will report first half, 2026 results on Sep 24, 2026공시 • Feb 19SRP Groupe S.A., Annual General Meeting, Mar 26, 2026SRP Groupe S.A., Annual General Meeting, Mar 26, 2026. Location: 1 impasse du pilier, la plaine saint denis France공시 • Jan 24SRP Groupe S.A. to Report Fiscal Year 2025 Results on Mar 25, 2026SRP Groupe S.A. announced that they will report fiscal year 2025 results on Mar 25, 2026공시 • Jun 21+ 1 more updateSRP Groupe S.A. Announces Executive ChangesSRP Groupe S.A. announces, the departure of François de Castelnau from his position as Deputy Chief Executive Officer and Director, the appointment of Benoît Jacheet as the co-option of Éric Dayan as Director. At its meeting on June 19, 2025, the Board of Directors of SRP Groupe decided to terminate François de Castelnau's term of office as Deputy Chief Executive Officer with effect from June 19, 2025, and noted François de Castelnau's subsequent decision to resign from his positions as Director and from all other functions within the Group, with immediate effect. To replace François de Castelnau, who has resigned, and on the proposal of David Dayan, Chairman and Chief Executive Officer of SRP Groupe, the Board of Directors, at its meeting of June 19, 2025, decided, on the recommendation of the Appointments and Compensation Committee, to co-opt Éric Dayan to the position of Director for the remainder of François de Castelnau's term of office, i.e. until the General Meeting of SRP Groupe convened to approve the financial statements for the year ending December 31, 2026. This co-optation will be submitted for ratification at the next Annual General Meeting of SRP Groupe. Éric Dayan, 44, is a recognized expert in the retail and event sales sectors, with an excellent knowledge of the Showroomprivé Group, having participated in its creation in 2006 as Associate Director, then Head of BtoB activity until the end of 2016. Éric Dayan has been a director of SRP Groupe for many years, his previous term of office having expired at the close of the Annual General Meeting on June 19, 2024. Since 2016, Éric Dayan has focused on entrepreneurial and investment activities. He co-founded of Highstay, a company specializing in the rental of high-end apartments offering premium hospitality and concierge services. Éric Dayan will bring his expertise in operational matters to the Board of Directors and will once again contribute fully to the Group's strategic orientations as it adapts its business model to changing customer expectations and the new competitive environment. Following this co-option, SRP Groupe's Board of Directors will comprise the following 12 members: - David Dayan - Sophie Moreau-Garenne - Olivier Marcheteau Brigitte Tambosi, Clémence Gastaldi, Cyril Vermeulen, Emilie Patou, Michaël Dayan, Amanda de Montal, Eric Sitruk, Eric Dayan, Benoit Camps, non-voting member.공시 • May 17SRP Groupe S.A., Annual General Meeting, Jun 25, 2025SRP Groupe S.A., Annual General Meeting, Jun 25, 2025. Location: 1 impasse du pilier, la plaine saint denis France공시 • Jan 11+ 3 more updatesSRP Groupe S.A. to Report Fiscal Year 2024 Results on Mar 13, 2025SRP Groupe S.A. announced that they will report fiscal year 2024 results on Mar 13, 2025New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €318.1m (down 4.0% from 1H 2023). Net loss: €20.7m (loss widened €17.9m from 1H 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany.New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 85% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 19Full year 2023 earnings releasedFull year 2023 results: Revenue: €677.2m (up 3.0% from FY 2022). Net income: €492.0k (up 54% from FY 2022). Profit margin: 0.1% (up from 0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany.New Risk • Feb 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.Buying Opportunity • Dec 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €1.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.공시 • Dec 17+ 2 more updatesSRP Groupe S.A., Annual General Meeting, Jun 19, 2024SRP Groupe S.A., Annual General Meeting, Jun 19, 2024.Buying Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €1.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be €1.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 50% per annum over the same time period.Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €657.4m (down 9.2% from FY 2021). Net income: €319.0k (down 99% from FY 2021). Profit margin: 0% (down from 3.8% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Online Retail industry in Germany.공시 • Dec 02+ 2 more updatesSRP Groupe S.A. to Report Fiscal Year 2022 Results on Mar 08, 2023SRP Groupe S.A. announced that they will report fiscal year 2022 results on Mar 08, 2023Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.56, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 18x in the Online Retail industry in Europe. Total returns to shareholders of 104% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.59 per share.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Sophie Garenne was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Sep 03Ancelle Sarl completed the acquisition of additional 11.72% minority stake in SRP Groupe S.A. (ENXTPA : SRP) from Tp Invest Holding Sarl.Ancelle Sarl agreed to acquire additional 11.72% stake in SRP Groupe S.A. (ENXTPA : SRP) from Tp Invest Holding Sarl for €13.9 million on June 21, 2022. Ancelle will pay €1 cash per share. The consideration will be financed by means of a loan taken out by Ancelle in the amount of €10 million and, for the balance, carried out by exchange for shares in an unlisted company in which TP Invest and Ancelle both hold a stake. Ancelle Sarl completed the acquisition of additional 11.72% stake in SRP Groupe S.A. (ENXTPA : SRP) from Tp Invest Holding Sarl on August 31, 2022.Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €20.6m from profit in 1H 2021). Profit margin: (down from 5.3% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10%, compared to a 34% growth forecast for the industry in Germany.Buying Opportunity • Jul 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €1.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to decline by 59% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.37, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 110% over the past three years.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Sophie Garenne was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improved over the past weekAfter last week's 23% share price gain to €1.47, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 34x in the Online Retail industry in Germany. Negligible returns to shareholders over past three years.Buying Opportunity • Mar 31Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be €1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to decline by 59% in the next 2 years.Buying Opportunity • Mar 15Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be €1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% per annum over the last 3 years.Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €723.8m (up 3.8% from FY 2020). Net income: €27.3m (up 96% from FY 2020). Profit margin: 3.8% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 4.0% compared to a 43% growth forecast for the retail industry in Germany.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.31, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Online Retail industry in Europe. Total loss to shareholders of 9.4% over the past three years.공시 • Mar 06+ 1 more updateSRP Groupe S.A., Annual General Meeting, Jun 22, 2022SRP Groupe S.A., Annual General Meeting, Jun 22, 2022.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €2.12, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 35x in the Online Retail industry in Germany. Total returns to shareholders of 6.0% over the past three years.Reported Earnings • Aug 02First half 2021 earnings released: EPS €0.17 (vs €0.13 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €388.3m (up 28% from 1H 2020). Net income: €20.6m (up €27.2m from 1H 2020). Profit margin: 5.3% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to €3.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 48x in the Online Retail industry in Germany. Total returns to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €3.75, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 34x in the Online Retail industry in Germany. Total returns to shareholders of 5.9% over the past three years.Reported Earnings • Mar 14Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €697.5m (up 13% from FY 2019). Net income: €13.9m (up €84.4m from FY 2019). Profit margin: 2.0% (up from net loss in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 14Revenue misses expectationsRevenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 5.4%, compared to a 56% growth forecast for the Online Retail industry in Germany.Is New 90 Day High Low • Feb 05New 90-day high: €3.24The company is up 152% from its price of €1.29 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 20% over the same period.Is New 90 Day High Low • Jan 10New 90-day high: €2.72The company is up 184% from its price of €0.96 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 26% over the same period.Is New 90 Day High Low • Dec 18New 90-day high: €1.85The company is up 106% from its price of €0.90 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.54 per share.Is New 90 Day High Low • Nov 07New 90-day high: €1.29The company is up 115% from its price of €0.60 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.76 per share.Is New 90 Day High Low • Oct 24New 90-day high: €1.07The company is up 61% from its price of €0.66 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail 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 €0.84 per share.이익 및 매출 성장 예측DB:19R - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2027493-18-20-10112/31/2026482-22-35-25112/31/2025559-31-10-1N/A9/30/2025581-40-104N/A6/30/2025604-49-109N/A3/31/2025625-45-912N/A12/31/2024646-40-914N/A9/30/2024655-29-99N/A6/30/2024664-17-103N/A3/31/2024671-8-47N/A12/31/20236770110N/A9/30/2023680-21220N/A6/30/2023683-42230N/A3/31/2023670-21624N/A12/31/202265701018N/A9/30/20226494-19N/A6/30/20226418-110N/A3/31/202268218718N/A12/31/2021724272436N/A9/30/2021753342234N/A6/30/2021783412132N/A3/31/2021740272636N/A12/31/2020698143140N/A9/30/2020657-112737N/A6/30/2020616-352334N/A3/31/2020616-53-104N/A12/31/2019616-70-43-26N/A9/30/2019637-55N/A-15N/A6/30/2019659-40N/A-3N/A3/31/2019666-23N/A2N/A12/31/2018672-6N/A7N/A9/30/2018668-9N/A3N/A6/30/2018664-12N/A-1N/A3/31/2018660-9N/A-20N/A12/31/2017655-6N/A-38N/A9/30/2017630-4N/A-24N/A6/30/2017606-1N/A-10N/A3/31/2017573-1N/A12N/A12/31/20165400N/A33N/A9/30/20165120N/A21N/A6/30/20164841N/A8N/A3/31/20164633N/A11N/A12/31/20154435N/A14N/A9/30/20154196N/A15N/A6/30/20153958N/A16N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 19R 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: 19R 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: 19R 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: 19R 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -6.5%).고성장 매출: 19R 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -6.5%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 19R는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 02:39종가2026/05/25 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 소스SRP Groupe S.A.는 9명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aymeric Andre LangBerenbergAnna PatriceBerenbergNicolas LangletBNP Paribas6명의 분석가 더 보기
Board Change • May 20Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Director Albin Jacquemont was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • May 20SRP Groupe S.A., Annual General Meeting, Jun 25, 2026SRP Groupe S.A., Annual General Meeting, Jun 25, 2026. Location: 1 impasse du pilier, la plaine saint denis France
공시 • Mar 28SRP Groupe S.A. to Report First Half, 2026 Results on Sep 24, 2026SRP Groupe S.A. announced that they will report first half, 2026 results on Sep 24, 2026
공시 • Feb 19SRP Groupe S.A., Annual General Meeting, Mar 26, 2026SRP Groupe S.A., Annual General Meeting, Mar 26, 2026. Location: 1 impasse du pilier, la plaine saint denis France
공시 • Jan 24SRP Groupe S.A. to Report Fiscal Year 2025 Results on Mar 25, 2026SRP Groupe S.A. announced that they will report fiscal year 2025 results on Mar 25, 2026
공시 • Jun 21+ 1 more updateSRP Groupe S.A. Announces Executive ChangesSRP Groupe S.A. announces, the departure of François de Castelnau from his position as Deputy Chief Executive Officer and Director, the appointment of Benoît Jacheet as the co-option of Éric Dayan as Director. At its meeting on June 19, 2025, the Board of Directors of SRP Groupe decided to terminate François de Castelnau's term of office as Deputy Chief Executive Officer with effect from June 19, 2025, and noted François de Castelnau's subsequent decision to resign from his positions as Director and from all other functions within the Group, with immediate effect. To replace François de Castelnau, who has resigned, and on the proposal of David Dayan, Chairman and Chief Executive Officer of SRP Groupe, the Board of Directors, at its meeting of June 19, 2025, decided, on the recommendation of the Appointments and Compensation Committee, to co-opt Éric Dayan to the position of Director for the remainder of François de Castelnau's term of office, i.e. until the General Meeting of SRP Groupe convened to approve the financial statements for the year ending December 31, 2026. This co-optation will be submitted for ratification at the next Annual General Meeting of SRP Groupe. Éric Dayan, 44, is a recognized expert in the retail and event sales sectors, with an excellent knowledge of the Showroomprivé Group, having participated in its creation in 2006 as Associate Director, then Head of BtoB activity until the end of 2016. Éric Dayan has been a director of SRP Groupe for many years, his previous term of office having expired at the close of the Annual General Meeting on June 19, 2024. Since 2016, Éric Dayan has focused on entrepreneurial and investment activities. He co-founded of Highstay, a company specializing in the rental of high-end apartments offering premium hospitality and concierge services. Éric Dayan will bring his expertise in operational matters to the Board of Directors and will once again contribute fully to the Group's strategic orientations as it adapts its business model to changing customer expectations and the new competitive environment. Following this co-option, SRP Groupe's Board of Directors will comprise the following 12 members: - David Dayan - Sophie Moreau-Garenne - Olivier Marcheteau Brigitte Tambosi, Clémence Gastaldi, Cyril Vermeulen, Emilie Patou, Michaël Dayan, Amanda de Montal, Eric Sitruk, Eric Dayan, Benoit Camps, non-voting member.
공시 • May 17SRP Groupe S.A., Annual General Meeting, Jun 25, 2025SRP Groupe S.A., Annual General Meeting, Jun 25, 2025. Location: 1 impasse du pilier, la plaine saint denis France
공시 • Jan 11+ 3 more updatesSRP Groupe S.A. to Report Fiscal Year 2024 Results on Mar 13, 2025SRP Groupe S.A. announced that they will report fiscal year 2024 results on Mar 13, 2025
New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 29First half 2024 earnings releasedFirst half 2024 results: Revenue: €318.1m (down 4.0% from 1H 2023). Net loss: €20.7m (loss widened €17.9m from 1H 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany.
New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 85% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 19Full year 2023 earnings releasedFull year 2023 results: Revenue: €677.2m (up 3.0% from FY 2022). Net income: €492.0k (up 54% from FY 2022). Profit margin: 0.1% (up from 0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany.
New Risk • Feb 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
Buying Opportunity • Dec 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €1.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
공시 • Dec 17+ 2 more updatesSRP Groupe S.A., Annual General Meeting, Jun 19, 2024SRP Groupe S.A., Annual General Meeting, Jun 19, 2024.
Buying Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €1.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Apr 23Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.3%. The fair value is estimated to be €1.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 50% per annum over the same time period.
Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: €657.4m (down 9.2% from FY 2021). Net income: €319.0k (down 99% from FY 2021). Profit margin: 0% (down from 3.8% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Online Retail industry in Germany.
공시 • Dec 02+ 2 more updatesSRP Groupe S.A. to Report Fiscal Year 2022 Results on Mar 08, 2023SRP Groupe S.A. announced that they will report fiscal year 2022 results on Mar 08, 2023
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.56, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 18x in the Online Retail industry in Europe. Total returns to shareholders of 104% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.59 per share.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Sophie Garenne was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Sep 03Ancelle Sarl completed the acquisition of additional 11.72% minority stake in SRP Groupe S.A. (ENXTPA : SRP) from Tp Invest Holding Sarl.Ancelle Sarl agreed to acquire additional 11.72% stake in SRP Groupe S.A. (ENXTPA : SRP) from Tp Invest Holding Sarl for €13.9 million on June 21, 2022. Ancelle will pay €1 cash per share. The consideration will be financed by means of a loan taken out by Ancelle in the amount of €10 million and, for the balance, carried out by exchange for shares in an unlisted company in which TP Invest and Ancelle both hold a stake. Ancelle Sarl completed the acquisition of additional 11.72% stake in SRP Groupe S.A. (ENXTPA : SRP) from Tp Invest Holding Sarl on August 31, 2022.
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €20.6m from profit in 1H 2021). Profit margin: (down from 5.3% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 10%, compared to a 34% growth forecast for the industry in Germany.
Buying Opportunity • Jul 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be €1.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to decline by 59% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.37, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 110% over the past three years.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Sophie Garenne was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improved over the past weekAfter last week's 23% share price gain to €1.47, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 34x in the Online Retail industry in Germany. Negligible returns to shareholders over past three years.
Buying Opportunity • Mar 31Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 40%. The fair value is estimated to be €1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to decline by 59% in the next 2 years.
Buying Opportunity • Mar 15Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 43%. The fair value is estimated to be €1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% per annum over the last 3 years.
Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €723.8m (up 3.8% from FY 2020). Net income: €27.3m (up 96% from FY 2020). Profit margin: 3.8% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 4.0% compared to a 43% growth forecast for the retail industry in Germany.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €1.31, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 14x in the Online Retail industry in Europe. Total loss to shareholders of 9.4% over the past three years.
공시 • Mar 06+ 1 more updateSRP Groupe S.A., Annual General Meeting, Jun 22, 2022SRP Groupe S.A., Annual General Meeting, Jun 22, 2022.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €2.12, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 35x in the Online Retail industry in Germany. Total returns to shareholders of 6.0% over the past three years.
Reported Earnings • Aug 02First half 2021 earnings released: EPS €0.17 (vs €0.13 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €388.3m (up 28% from 1H 2020). Net income: €20.6m (up €27.2m from 1H 2020). Profit margin: 5.3% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 19% share price gain to €3.50, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 48x in the Online Retail industry in Germany. Total returns to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €3.75, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 34x in the Online Retail industry in Germany. Total returns to shareholders of 5.9% over the past three years.
Reported Earnings • Mar 14Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €697.5m (up 13% from FY 2019). Net income: €13.9m (up €84.4m from FY 2019). Profit margin: 2.0% (up from net loss in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 14Revenue misses expectationsRevenue missed analyst estimates by 9.5%. Over the next year, revenue is forecast to grow 5.4%, compared to a 56% growth forecast for the Online Retail industry in Germany.
Is New 90 Day High Low • Feb 05New 90-day high: €3.24The company is up 152% from its price of €1.29 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 20% over the same period.
Is New 90 Day High Low • Jan 10New 90-day high: €2.72The company is up 184% from its price of €0.96 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 26% over the same period.
Is New 90 Day High Low • Dec 18New 90-day high: €1.85The company is up 106% from its price of €0.90 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.54 per share.
Is New 90 Day High Low • Nov 07New 90-day high: €1.29The company is up 115% from its price of €0.60 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.76 per share.
Is New 90 Day High Low • Oct 24New 90-day high: €1.07The company is up 61% from its price of €0.66 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail 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 €0.84 per share.