Bechtle AG

XTRA:BC8 주식 리포트

시가총액: €3.8b

Bechtle 경영진

경영진 기준 점검 3/4

Bechtle CEO는 Thomas Olemotz, Mar2006 에 임명되었습니다 의 임기는 20.17 년입니다. 는 €588.35K 가치에 해당하는 회사 주식의 0.015% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 6.5 년과 7.9 년입니다.

핵심 정보

Thomas Olemotz

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간20.2yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간6.5yrs
이사회 평균 재임 기간7.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 04

BC8: Refined P E Framework Will Support Undervalued Outlook After Guidance

Bechtle's analyst price target has shifted to €39.18 from €44.88, reflecting updated views on slightly softer growth and margin assumptions, as well as refreshed P/E expectations discussed in recent research updates by analysts. Analyst Commentary Recent research updates show both optimism and caution around Bechtle, with multiple revisions to price targets over time and at least one upgrade in rating.
내러티브 업데이트 Apr 19

BC8: 2026 IT Revival Hopes Will Face Cautious Execution And Budget Timing

Analysts have reduced their fair value estimate for Bechtle from €34.50 to €31.00, reflecting recent cuts and an upgrade in price targets that highlight more cautious assumptions regarding growth, profitability, and required returns. Analyst Commentary Recent research shows a more cautious tone around Bechtle, with multiple price target cuts clustering over a short period.
내러티브 업데이트 Apr 05

BC8: Mixed Research Updates And Investor Day Will Support Earnings Repricing

Analysts have trimmed their average price target on Bechtle by €6. This reflects recent downward revisions from some firms alongside a fresh upgrade from others that highlight mixed views on the stock.
분석 기사 Mar 25

Bechtle AG (ETR:BC8) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a mediocre week for Bechtle AG ( ETR:BC8 ) shareholders, with the stock dropping 13% to €26.44 in the week...
내러티브 업데이트 Mar 22

BC8: Higher Future P/E And Investor Day Update Will Support Earnings Power

Analysts have trimmed their price target on Bechtle by €1, citing slightly higher discount rate assumptions, modest adjustments to expected revenue growth and profit margins, and a marginally higher future P/E multiple in their refreshed models. Analyst Commentary Even with the €1 price target trim, bullish analysts still frame Bechtle as a name where their long term thesis remains intact.
내러티브 업데이트 Mar 07

BC8: Refined Discount Rate Framework Will Support Undervalued Outlook After Guidance Confirmation

Analysts have trimmed their price target on Bechtle by €1, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the modest €1 reduction in the price target as a fine tuning of their models rather than a shift in their broader view on Bechtle, with fair value assumptions still supported by current Street research.
내러티브 업데이트 Feb 21

BC8: Higher Future P/E Expectations Will Support Stronger 2026 Earnings Power

Analysts have raised their fair value estimate for Bechtle from €52.00 to €56.00, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations, even as some recent research, including a €1 trim to the price target at Deutsche Bank, points to a more cautious stance on near term performance drivers. Analyst Commentary Bullish analysts point to the higher fair value estimate of €56.00 as a signal that their core assumptions on discount rate, revenue growth, profit margins and future P/E have shifted in a more constructive direction, even if some individual price targets, such as the recent €1 trim, look slightly more cautious on the surface.
분석 기사 Feb 13

Bechtle AG's (ETR:BC8) 26% Share Price Plunge Could Signal Some Risk

Bechtle AG ( ETR:BC8 ) shares have had a horrible month, losing 26% after a relatively good period beforehand. To make...
내러티브 업데이트 Feb 07

BC8: 2026 IT Spending Revival Will Support Undervalued Outlook After Guidance Confirmation

Analysts now place Bechtle's fair value closer to €46.19 per share, up from €44.08. This reflects slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E expectations.
분석 기사 Feb 02

Is It Too Late To Consider Buying Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price hike...
내러티브 업데이트 Jan 24

BC8: 2026 IT Spending Revival Will Support Stronger Earnings Power

Analysts have lifted their fair value estimate for Bechtle from €51.00 to €52.00, citing expectations for a 2026 IT spending revival that they view as supportive of slightly stronger revenue growth, profit margins and a lower future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the upgrade case as tied to expectations for an IT spending revival in 2026, which they see as supportive for Bechtle's revenue trajectory and operational execution.
내러티브 업데이트 Jan 09

BC8: 2026 IT Revival Hopes Will Likely Overestimate Budget Recovery Timing

Analysts have nudged their price target on Bechtle to €43, reflecting slightly adjusted assumptions on discount rate, growth and profitability, and a view that the company could benefit if IT spending picks up into 2026. Analyst Commentary The latest move to a €43 price target reflects a view that Bechtle could see a pick up in demand if IT budgets improve into 2026.
분석 기사 Dec 31

Bechtle (ETR:BC8) Might Be Having Difficulty Using Its Capital Effectively

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
내러티브 업데이트 Dec 22

BC8: 2026 IT Spending Revival Expectations Will Likely Prove Overly Optimistic

Analysts have raised their price target on Bechtle to approximately EUR 34.50 from about EUR 33.90, citing improving expectations for a 2026 IT spending revival and stronger organic growth prospects in the German IT reseller market. Analyst Commentary While recent research notes highlight an improving outlook for Bechtle into 2026, not all commentary is uniformly positive.
내러티브 업데이트 Dec 08

BC8: 2026 IT Spending Revival Will Likely Shape Fairly Priced Outlook

Analysts have raised their price target on Bechtle by approximately EUR 1, reflecting expectations for improving organic growth in German IT resellers and a potential revival in IT spending from 2026. This supports slightly higher fair value and profit margin assumptions despite modestly lower revenue growth forecasts.
분석 기사 Dec 02

Bechtle AG's (ETR:BC8) Shares May Have Run Too Fast Too Soon

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
분석 기사 Nov 11

Does This Valuation Of Bechtle AG (ETR:BC8) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bechtle fair value estimate is €26.33 Bechtle is estimated to...
분석 기사 Oct 29

At €36.72, Is It Time To Put Bechtle AG (ETR:BC8) On Your Watch List?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it saw significant share price movement during recent...
내러티브 업데이트 Sep 25

Investments In Cloud And AI Technologies May Improve Operational Efficiency Amid Market Uncertainties

Bechtle’s higher price target reflects modest improvements in both revenue growth and net profit margin forecasts, resulting in the consensus analyst price target increasing from €42.17 to €43.17. Valuation Changes Summary of Valuation Changes for Bechtle The Consensus Analyst Price Target has risen slightly from €42.17 to €43.17.
분석 기사 Sep 20

These 4 Measures Indicate That Bechtle (ETR:BC8) Is Using Debt Reasonably Well

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

Some Investors May Be Worried About Bechtle's (ETR:BC8) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Aug 20

There's Reason For Concern Over Bechtle AG's (ETR:BC8) Price

XTRA:BC8 1 Year Share Price vs Fair Value Explore Bechtle's Fair Values from the Community and select yours With a...
분석 기사 Jun 19

We Think Bechtle (ETR:BC8) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 23

Should You Think About Buying Bechtle AG (ETR:BC8) Now?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it saw a decent share price growth of 19% on the XTRA over...
분석 기사 Mar 07

Bechtle AG's (ETR:BC8) 29% Share Price Surge Not Quite Adding Up

The Bechtle AG ( ETR:BC8 ) share price has done very well over the last month, posting an excellent gain of 29%. Not...
분석 기사 Feb 20

Here's What To Make Of Bechtle's (ETR:BC8) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 Jan 22

Estimating The Intrinsic Value Of Bechtle AG (ETR:BC8)

Key Insights The projected fair value for Bechtle is €34.05 based on 2 Stage Free Cash Flow to Equity With €30.96 share...
분석 기사 Jan 09

Is There Now An Opportunity In Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 Dec 26

Is Bechtle (ETR:BC8) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
새로운 내러티브 Dec 16

AI Integration And NIS2-Driven Cybersecurity Demand Will Accelerate Revenue Growth

Digital transformation and increased AI use could drive significant revenue growth through new technology adoption and market demands.
분석 기사 Dec 13

Investor Optimism Abounds Bechtle AG (ETR:BC8) But Growth Is Lacking

With a median price-to-earnings (or "P/E") ratio of close to 16x in Germany, you could be forgiven for feeling...
분석 기사 Nov 15

Bechtle's (ETR:BC8) Soft Earnings Don't Show The Whole Picture

Shareholders appeared unconcerned with Bechtle AG's ( ETR:BC8 ) lackluster earnings report last week. We did some...
분석 기사 Nov 13

Bechtle AG Just Missed EPS By 8.0%: Here's What Analysts Think Will Happen Next

It's been a good week for Bechtle AG ( ETR:BC8 ) shareholders, because the company has just released its latest...
분석 기사 Nov 03

Slowing Rates Of Return At Bechtle (ETR:BC8) Leave Little Room For Excitement

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Oct 07

An Intrinsic Calculation For Bechtle AG (ETR:BC8) Suggests It's 35% Undervalued

Key Insights Bechtle's estimated fair value is €60.40 based on 2 Stage Free Cash Flow to Equity Bechtle is estimated to...
분석 기사 Sep 24

Is There Now An Opportunity In Bechtle AG (ETR:BC8)?

While Bechtle AG ( ETR:BC8 ) might not have the largest market cap around , it received a lot of attention from a...
분석 기사 Aug 26

We Think Bechtle (ETR:BC8) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Aug 09

Bechtle AG's (ETR:BC8) Price Is Out Of Tune With Earnings

It's not a stretch to say that Bechtle AG's ( ETR:BC8 ) price-to-earnings (or "P/E") ratio of 18.7x right now seems...
분석 기사 Jul 25

Investors Met With Slowing Returns on Capital At Bechtle (ETR:BC8)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Jun 28

Is Now The Time To Put Bechtle (ETR:BC8) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jun 16

Estimating The Intrinsic Value Of Bechtle AG (ETR:BC8)

Key Insights Bechtle's estimated fair value is €54.29 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 May 23

Is It Time To Consider Buying Bechtle AG (ETR:BC8)?

Bechtle AG ( ETR:BC8 ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 May 11

Revenue Miss: Bechtle AG Fell 5.1% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Bechtle AG ( ETR:BC8 ) missed earnings with its latest quarterly results, disappointing overly-optimistic forecasters...
분석 기사 Apr 27

Bechtle AG's (ETR:BC8) Price Is Out Of Tune With Earnings

Bechtle AG's ( ETR:BC8 ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell right now compared to...
분석 기사 Apr 14

Here's What To Make Of Bechtle's (ETR:BC8) Decelerating Rates Of Return

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
분석 기사 Mar 20

Bechtle AG (ETR:BC8) Just Released Its Yearly Earnings: Here's What Analysts Think

Bechtle AG ( ETR:BC8 ) last week reported its latest annual results, which makes it a good time for investors to dive...
분석 기사 Jan 29

What Does Bechtle AG's (ETR:BC8) Share Price Indicate?

While Bechtle AG ( ETR:BC8 ) might not have the largest market cap around , it led the XTRA gainers with a relatively...
분석 기사 Jan 13

Calculating The Fair Value Of Bechtle AG (ETR:BC8)

Key Insights Bechtle's estimated fair value is €54.68 based on 2 Stage Free Cash Flow to Equity Current share price of...

CEO 보수 분석

Thomas Olemotz의 보수는 Bechtle의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€235m

Dec 31 2025n/an/a

€229m

Sep 30 2025n/an/a

€215m

Jun 30 2025n/an/a

€214m

Mar 31 2025n/an/a

€226m

Dec 31 2024n/an/a

€245m

Sep 30 2024n/an/a

€250m

Jun 30 2024n/an/a

€261m

Mar 31 2024n/an/a

€267m

Dec 31 2023n/an/a

€266m

Sep 30 2023n/an/a

€261m

Jun 30 2023n/an/a

€257m

Mar 31 2023n/an/a

€255m

Dec 31 2022n/an/a

€251m

Sep 30 2022n/an/a

€248m

Jun 30 2022n/an/a

€247m

Mar 31 2022n/an/a

€241m

Dec 31 2021€4m€2m

€231m

Sep 30 2021n/an/a

€228m

Jun 30 2021n/an/a

€216m

Mar 31 2021n/an/a

€200m

Dec 31 2020€4m€2m

€193m

Sep 30 2020n/an/a

€187m

Jun 30 2020n/an/a

€177m

Mar 31 2020n/an/a

€175m

Dec 31 2019€4m€2m

€170m

보상 대 시장: German 시장에서 비슷한 규모 기업과 비교해 Thomas의 총 보수가 적절한지 판단하기에 데이터가 부족합니다.

보상과 수익: Thomas의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Thomas Olemotz (63 yo)

20.2yrs
재임 기간
€3,743,000
보수

Dr. Thomas Olemotz, Dipl.-Kfm, has been the Chairman of the Executive Board at Bechtle AG since October 2010 and Member of its Executive Board since March 2006 and serves as its Chief Executive Officer. Dr...


리더십 팀

이름직위재임 기간보수지분
Thomas Olemotz
CEO & Chairman of The Executive Board20.2yrs€3.74m0.015%
€ 588.3k
Michael Guschlbauer
COO & Member of Executive Board17.3yrs€1.80m0.0054%
€ 205.7k
Marcus Jehle
CFO & Member of the Executive Boardless than a year데이터 없음데이터 없음
Konstantin Ebert
Member of the Executive Board & COO2.3yrs데이터 없음0.0033%
€ 127.6k
Gabi Schepperle
Head of Group Accounting & Treasuryno data데이터 없음데이터 없음
Dirk Muller-Niessner
Executive VP of Southern Region - Bechtle Systemhaus Holding AG & CTO3.3yrs데이터 없음데이터 없음
Martin Link
Head of Investor Relationsno data데이터 없음데이터 없음
Katja Jager
Head of Sales Controllingno data데이터 없음데이터 없음
Gozard Polak
Managing Director of Bechtle Brusselsno data데이터 없음데이터 없음
Oliver Schmidt
Executive Vice President of Managed Services9.6yrs데이터 없음데이터 없음
Thomas Erfort
Head of Staff Development & Academyno data데이터 없음데이터 없음
Jana Hedrich
Head of Payroll Accountingno data데이터 없음데이터 없음
6.5yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: BC8의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.5 년).


이사회 구성원

이름직위재임 기간보수지분
Kurt Dobitsch
Member of Supervisory Board27yrs€76.00k데이터 없음
Klaus Winkler
Chairman of the Supervisory Board7.9yrs€227.00k데이터 없음
Daniela Eberle
Employee Representative Member of Supervisory Board22.6yrs€76.00k데이터 없음
Uli Drautz
Vice Chairman of the Supervisory Board22.6yrs€122.00k데이터 없음
Thomas Hess
Member of Supervisory Board13.9yrs€75.00k데이터 없음
Lars Grünert
Member of Supervisory Board7.9yrs€54.00k데이터 없음
Elmar Konig
Member of Supervisory Board3yrs데이터 없음데이터 없음
Sandra Stegmann
Member of Supervisory Board9.9yrs€76.00k데이터 없음
Anton Samija
Employee Representative Member of the Supervisory Board7.9yrs€54.00k데이터 없음
Klaus Straub
Member of Supervisory Board3yrs데이터 없음데이터 없음
Julia Bottcher
Employee Representative Member of Supervisory Board3yrs데이터 없음데이터 없음
Christian Dongi
Employee Representative Member of Supervisory Board3yrs데이터 없음데이터 없음
7.9yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: BC8의 이사회경험이 있음으로 간주됩니다(평균 재임 7.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/19 18:16
종가2026/05/19 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.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Bechtle AG는 23명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Knut WollerBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Gustav FrobergBerenberg