View Future GrowthSeSa 과거 순이익 실적과거 기준 점검 4/6SeSa은 연평균 2.1%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 3.6% 감소했습니다. 매출은 연평균 11.1%의 비율로 증가했습니다. SeSa의 자기자본이익률은 14.9%이고 순이익률은 1.9%입니다.핵심 정보2.10%순이익 성장률2.98%주당순이익(EPS) 성장률Electronic 산업 성장률1.03%매출 성장률11.06%자기자본이익률14.91%순이익률1.93%다음 순이익 업데이트16 Jul 2026최근 과거 실적 업데이트공지 • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026공지 • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026공지 • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025공지 • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updates공지 • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026공지 • Jan 26SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million.SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A. The transaction reflects TEV/EBITDA multiple of 5x.공지 • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026공지 • Jul 20SeSa S.p.A. announces Annual dividend, payable on September 24, 2025SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025.공지 • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025공지 • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025Upcoming Dividend • Sep 16Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%).Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 02Now 26% undervaluedOver the last 90 days, the stock has risen 14% to €116. The fair value is estimated to be €156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Buy Or Sell Opportunity • Jun 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €114. The fair value is estimated to be €94.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.공지 • Mar 16+ 2 more updatesSeSa S.p.A. to Report Q1, 2025 Results on Sep 12, 2024SeSa S.p.A. announced that they will report Q1, 2025 results on Sep 12, 2024Reported Earnings • Mar 16Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023)Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공지 • Jan 01SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024Reported Earnings • Dec 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Sep 17First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €773.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공지 • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.공지 • Sep 16SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023.Upcoming Dividend • Sep 11Upcoming dividend of €1.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.5%).Reported Earnings • Jul 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.공지 • Jun 16SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023Reported Earnings • Mar 16Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.공지 • Jan 02SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023Reported Earnings • Dec 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €123, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.21 per share.Reported Earnings • Sep 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Sep 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.2%).Reported Earnings • Jul 14Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 20% growth forecast for the industry in Germany.공지 • Jul 06SeSa S.p.A. to Report Fiscal Year 2022 Results on Jul 12, 2022SeSa S.p.A. announced that they will report fiscal year 2022 results on Jul 12, 2022공지 • May 05+ 1 more updateSeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l.SeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l on May 4, 2022. In related transaction SeSa S.p.A also signed binding agreement to acquire 52% of f Evergreen Mobility Rent S.r.l. and 51% of Emmedi S.r.l. Cristian Pandolfini of Ever Green Mobility will maintain shareholdings and top management role. The transaction is expected to completed by May 31, 2022.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €127 per share.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €141, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 453% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.Reported Earnings • Dec 22Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 17First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.7%).Reported Earnings • Jul 15Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • Mar 13Third quarter 2021 earnings released: EPS €1.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 10New 90-day high: €108The company is up 30% from its price of €82.60 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.74 per share.Analyst Estimate Surprise Post Earnings • Dec 22Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Dec 18New 90-day high: €95.60The company is up 24% from its price of €77.10 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 Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.67 per share.Is New 90 Day High Low • Dec 02New 90-day high: €86.90The company is up 21% from its price of €71.70 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share.Is New 90 Day High Low • Oct 05New 90-day high: €84.70The company is up 49% from its price of €57.00 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.06 per share.매출 및 비용 세부 내역SeSa가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:1S3 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Jan 263,532687031 Oct 253,421666031 Jul 253,314637030 Apr 253,252627031 Jan 253,222668031 Oct 243,118667031 Jul 243,190788030 Apr 243,188788031 Jan 243,103827031 Oct 233,0738511031 Jul 232,993867030 Apr 232,889847031 Jan 232,798855031 Oct 222,6588012031 Jul 222,500775030 Apr 222,383745031 Jan 222,258693031 Oct 212,180624031 Jul 212,099583030 Apr 212,034523031 Jan 211,963494031 Oct 201,892443031 Jul 201,821414030 Apr 201,774384031 Jan 201,747368031 Oct 191,671334031 Jul 191,639328030 Apr 191,549298031 Jan 191,515299031 Oct 181,4452812031 Jul 181,394289030 Apr 181,361279031 Jan 181,317267031 Oct 171,279258031 Jul 171,292267030 Apr 171,270257031 Jan 171,273256031 Oct 161,268256031 Jul 161,243246030 Apr 161,228246031 Jan 161,181245031 Oct 151,108235031 Jul 151,0802250양질의 수익: 1S3는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 1S3의 현재 순 이익률 (1.9%)은 지난해 (2%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 1S3의 수익은 지난 5년 동안 연평균 2.1% 증가했습니다.성장 가속화: 지난 1년간 1S3 의 수익 증가율(3.9%)은 연간 평균(2.1%)을 초과합니다.수익 대 산업: 1S3의 지난 1년 수익 증가율(3.9%)은 Electronic 업계의 1.6%를 상회했습니다.자기자본이익률높은 ROE: 1S3의 자본 수익률(14.9%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 17:20종가2026/05/07 00:00수익2026/01/31연간 수익2025/04/30데이터 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 소스SeSa S.p.A.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michele BaldelliBNP ParibasLuigi De BellisEquita SIM S.p.A.Aleksandra ArsovaEquita SIM S.p.A.7명의 분석가 더 보기
공지 • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026
공지 • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026
공지 • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025
공지 • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025
Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
공지 • Mar 13+ 3 more updatesSeSa S.p.A. to Report Fiscal Year 2026 Results on Jul 16, 2026SeSa S.p.A. announced that they will report fiscal year 2026 results on Jul 16, 2026
공지 • Jan 26SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million.SeSa S.p.A. (BIT:SES) executed a binding agreement to acquire remaining 7.14% stake in Base Digitale S.p.A. from Marco and Leonardo Bassilichi for €5.5 million on January 26, 2026. The consideration consists of 0.06 million common equity of SeSa S.p.A. to be issued for common equity of Base Digitale S.p.A. Upon completion, SeSa S.p.A. will own 100% stake in Base Digitale S.p.A. The transaction reflects TEV/EBITDA multiple of 5x.
공지 • Aug 29SeSa S.p.A. to Report Q3, 2026 Results on Mar 12, 2026SeSa S.p.A. announced that they will report Q3, 2026 results on Mar 12, 2026
공지 • Jul 20SeSa S.p.A. announces Annual dividend, payable on September 24, 2025SeSa S.p.A. announced Annual dividend of EUR 1.0000 per share payable on September 24, 2025, ex-date on September 22, 2025 and record date on September 23, 2025.
공지 • Mar 18+ 2 more updatesSeSa S.p.A. to Report First Half, 2026 Results on Dec 18, 2025SeSa S.p.A. announced that they will report first half, 2026 results on Dec 18, 2025
공지 • Jan 02SeSa S.p.A. to Report Q3, 2025 Results on Mar 13, 2025SeSa S.p.A. announced that they will report Q3, 2025 results on Mar 13, 2025
Upcoming Dividend • Sep 16Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 25 September 2024. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.8%).
Reported Earnings • Sep 13First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €1.38. Revenue: €775.4m (flat on 1Q 2024). Net income: €21.2m (down 3.3% from 1Q 2024). Profit margin: 2.7% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Jul 30Full year 2024 earnings released: EPS: €5.07 (vs €5.47 in FY 2023)Full year 2024 results: EPS: €5.07 (down from €5.47 in FY 2023). Revenue: €3.19b (up 10.0% from FY 2023). Net income: €78.3m (down 7.3% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 02Now 26% undervaluedOver the last 90 days, the stock has risen 14% to €116. The fair value is estimated to be €156, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Buy Or Sell Opportunity • Jun 21Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €114. The fair value is estimated to be €94.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
공지 • Mar 16+ 2 more updatesSeSa S.p.A. to Report Q1, 2025 Results on Sep 12, 2024SeSa S.p.A. announced that they will report Q1, 2025 results on Sep 12, 2024
Reported Earnings • Mar 16Third quarter 2024 earnings released: EPS: €1.68 (vs €1.86 in 3Q 2023)Third quarter 2024 results: EPS: €1.68 (down from €1.86 in 3Q 2023). Revenue: €903.7m (up 4.3% from 3Q 2023). Net income: €25.9m (down 9.3% from 3Q 2023). Profit margin: 2.9% (down from 3.3% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공지 • Jan 01SeSa S.p.A. to Report Nine Months, 2024 Results on Mar 14, 2024SeSa S.p.A. announced that they will report nine months, 2024 results on Mar 14, 2024
Reported Earnings • Dec 21Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €721.2m (up 13% from 2Q 2023). Net income: €17.0m (down 5.7% from 2Q 2023). Profit margin: 2.4% (down from 2.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Sep 17First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €773.4m (up 16% from 1Q 2023). Net income: €22.0m (up 5.9% from 1Q 2023). Profit margin: 2.8% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공지 • Sep 17SeSa S.p.A. Provides Earnings Guidance for the Full Year of 2024SeSa S.p.A. provided earnings guidance for the full year of 2024. For the year, the company expects consolidated revenues to be in the range of EUR 3.2 billion to EUR 3.3 billion.
공지 • Sep 16SeSa S.p.A. Approves Dividend Distribution, Payable on September 20, 2023SeSa S.p.A. at its shareholders meeting as of August 28 approved a dividend distribution equaled to EUR 1.00 per share compared to EUR 0.9 for the previous year, that will be paid on September 20, 2023.
Upcoming Dividend • Sep 11Upcoming dividend of €1.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (1.5%).
Reported Earnings • Jul 20Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.91b (up 22% from FY 2022). Net income: €84.5m (up 15% from FY 2022). Profit margin: 2.9% (down from 3.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.
공지 • Jun 16SeSa S.p.A. to Report Q4, 2023 Results on Jul 18, 2023SeSa S.p.A. announced that they will report Q4, 2023 results on Jul 18, 2023
Reported Earnings • Mar 16Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €866.7m (up 20% from 3Q 2022). Net income: €28.6m (up 17% from 3Q 2022). Profit margin: 3.3% (down from 3.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
공지 • Jan 02SeSa S.p.A. to Report Nine Months, 2023 Results on Mar 11, 2023SeSa S.p.A. announced that they will report nine months, 2023 results on Mar 11, 2023
Reported Earnings • Dec 21Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €641.8m (up 34% from 2Q 2022). Net income: €18.0m (up 23% from 2Q 2022). Profit margin: 2.8% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €123, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €97.21 per share.
Reported Earnings • Sep 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €669.9m (up 21% from 1Q 2022). Net income: €20.7m (up 21% from 1Q 2022). Profit margin: 3.1% (in line with 1Q 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Sep 12Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 19 September 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (1.2%).
Reported Earnings • Jul 14Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.39b (up 18% from FY 2021). Net income: €73.5m (up 41% from FY 2021). Profit margin: 3.1% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 20% growth forecast for the industry in Germany.
공지 • Jul 06SeSa S.p.A. to Report Fiscal Year 2022 Results on Jul 12, 2022SeSa S.p.A. announced that they will report fiscal year 2022 results on Jul 12, 2022
공지 • May 05+ 1 more updateSeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l.SeSa S.p.A. (BIT:SES) entered into binding agreement to acquire 72% stake in Digital Voice Recording Italia S.r.l on May 4, 2022. In related transaction SeSa S.p.A also signed binding agreement to acquire 52% of f Evergreen Mobility Rent S.r.l. and 51% of Emmedi S.r.l. Cristian Pandolfini of Ever Green Mobility will maintain shareholdings and top management role. The transaction is expected to completed by May 31, 2022.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Angela Oggionni was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: €1.58 (up from €1.18 in 3Q 2021). Revenue: €724.7m (up 12% from 3Q 2021). Net income: €24.5m (up 35% from 3Q 2021). Profit margin: 3.4% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Electronic industry in Germany. Total returns to shareholders of 330% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €127 per share.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €141, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Electronic industry in Germany. Total returns to shareholders of 453% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €129 per share.
Reported Earnings • Dec 22Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: €0.95 (up from €0.65 in 2Q 2021). Revenue: €483.9m (up 21% from 2Q 2021). Net income: €14.6m (up 47% from 2Q 2021). Profit margin: 3.0% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 13%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 17First quarter 2022 earnings released: EPS €1.11 (vs €0.77 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: €552.8m (up 13% from 1Q 2021). Net income: €17.2m (up 45% from 1Q 2021). Profit margin: 3.1% (up from 2.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 85% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 13Upcoming dividend of €0.85 per shareEligible shareholders must have bought the stock before 20 September 2021. Payment date: 22 September 2021. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (0.7%).
Reported Earnings • Jul 15Full year 2021 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: €2.04b (up 15% from FY 2020). Net income: €52.3m (up 38% from FY 2020). Profit margin: 2.6% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 13Third quarter 2021 earnings released: EPS €1.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €646.8m (up 12% from 3Q 2020). Net income: €18.1m (up 43% from 3Q 2020). Profit margin: 2.8% (up from 2.2% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 10New 90-day high: €108The company is up 30% from its price of €82.60 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €43.74 per share.
Analyst Estimate Surprise Post Earnings • Dec 22Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Dec 18New 90-day high: €95.60The company is up 24% from its price of €77.10 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 Electronic industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.67 per share.
Is New 90 Day High Low • Dec 02New 90-day high: €86.90The company is up 21% from its price of €71.70 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €30.81 per share.
Is New 90 Day High Low • Oct 05New 90-day high: €84.70The company is up 49% from its price of €57.00 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.06 per share.