Almirall 향후 성장
Future 기준 점검 4/6
Almirall (는) 각각 연간 28% 및 8.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10% 로 예상됩니다.
핵심 정보
28.0%
이익 성장률
21.96%
EPS 성장률
| Pharmaceuticals 이익 성장 | 20.3% |
| 매출 성장률 | 8.4% |
| 향후 자기자본이익률 | 10.02% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 22 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Nov 13
Almirall, S.A. (BME:ALM) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
It's been a good week for Almirall, S.A. ( BME:ALM ) shareholders, because the company has just released its latest...분석 기사 • Jul 29
The Almirall, S.A. (BME:ALM) Interim Results Are Out And Analysts Have Published New Forecasts
Almirall, S.A. ( BME:ALM ) came out with its interim results last week, and we wanted to see how the business is...Recent updates
내러티브 업데이트 • Feb 03
ALM: Future Re-Rating Will Depend On Dermatology Execution And Pipeline Delivery
Analysts have nudged their price target on Almirall higher to €13.91 from €13.69, reflecting updated assumptions on revenue growth, profit margins and future P/E, despite a recent downgrade in stance from BNP Paribas. Analyst Commentary Analysts are sending mixed signals on Almirall, with a higher price target sitting alongside a more cautious rating.내러티브 업데이트 • Jan 19
ALM: Future Re-Rating Will Rely On Dermatology Pipeline And Execution
Analysts slightly trimmed their price target for Almirall to €13.69 from €13.86, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Almirall plans to start a phase III study in the first half of 2026 evaluating Lebrikizumab (Ebglyss) for nummular eczema.내러티브 업데이트 • Jan 05
ALM: Future Re-Rating Will Depend On Pipeline Execution And Ebglyss Ramp-Up
Narrative update on Almirall Analysts have raised their price target on Almirall to €14.50, citing what they see as a still-compelling valuation, along with expectations for Ebglyss ramp-up, upcoming clinical readouts, and potential in-licensing and M&A to support the mid-stage pipeline. Analyst Commentary Recent research points to a target price of €14.50 for Almirall, with the view that the shares still offer a compelling entry point despite a prior rebound in the stock.내러티브 업데이트 • Dec 17
ALM: Future Re-Rating Will Hinge On Ebglyss Uptake And Pipeline Delivery
Analysts have modestly raised their price target on Almirall to EUR 14.50, citing expectations for a continued valuation re-rating supported by the ramp up of Ebglyss, upcoming clinical readouts, and potential in-licensing and M&A to bolster the mid-stage pipeline. Analyst Commentary Analyst views on Almirall remain broadly positive, with recent coverage highlighting both upside drivers and execution risks as the company advances its dermatology portfolio.분석 기사 • Dec 08
Market Cool On Almirall, S.A.'s (BME:ALM) Revenues
There wouldn't be many who think Almirall, S.A.'s ( BME:ALM ) price-to-sales (or "P/S") ratio of 2.6x is worth a...내러티브 업데이트 • Dec 03
ALM: Future Re-Rating Will Depend On Dermatology Execution And Pipeline Delivery
Analysts have modestly raised their 12 month price target for Almirall to EUR 14.50, citing expectations that a continued re rating driven by Ebglyss ramp up, upcoming clinical readouts, and potential in licensing and M&A could support upside from current levels. Analyst Commentary Analysts note that Almirall's investment case is increasingly driven by visible growth levers in medical dermatology, but also caution that execution on product ramps and pipeline milestones will be critical to sustaining the recent share price rebound.내러티브 업데이트 • Nov 19
ALM: Pipeline Milestones And Product Launch Momentum Will Drive Re-Rating
Analysts have increased their price target for Almirall from €13.30 to €13.87. They cite a compelling valuation, strong pipeline prospects, and expectations for continued growth driven by product launches and strategic developments.분석 기사 • Nov 17
Almirall's (BME:ALM) Strong Earnings Are Of Good Quality
When companies post strong earnings, the stock generally performs well, just like Almirall, S.A.'s ( BME:ALM ) stock...분석 기사 • Nov 13
Almirall, S.A. (BME:ALM) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
It's been a good week for Almirall, S.A. ( BME:ALM ) shareholders, because the company has just released its latest...분석 기사 • Aug 19
We Think Almirall (BME:ALM) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jul 29
The Almirall, S.A. (BME:ALM) Interim Results Are Out And Analysts Have Published New Forecasts
Almirall, S.A. ( BME:ALM ) came out with its interim results last week, and we wanted to see how the business is...새로운 내러티브 • Jul 22
European Demographics Will Drive Advancements In Dermatology Treatments
Strong specialty product launches and robust R&D pipeline are expected to drive growth, improve margins, and boost Almirall's market position in innovative dermatology.분석 기사 • May 12
Almirall, S.A.'s (BME:ALM) Intrinsic Value Is Potentially 44% Above Its Share Price
Key Insights The projected fair value for Almirall is €14.08 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Mar 27
Why We're Not Concerned About Almirall, S.A.'s (BME:ALM) Share Price
With a median price-to-sales (or "P/S") ratio of close to 2.2x in the Pharmaceuticals industry in Spain, you could be...분석 기사 • Mar 03
Statutory Profit Doesn't Reflect How Good Almirall's (BME:ALM) Earnings Are
Almirall, S.A. ( BME:ALM ) recently posted some strong earnings, and the market responded positively. Our analysis...분석 기사 • Feb 12
These 4 Measures Indicate That Almirall (BME:ALM) Is Using Debt Extensively
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Dec 10
Almirall, S.A.'s (BME:ALM) Popularity With Investors Is Clear
There wouldn't be many who think Almirall, S.A.'s ( BME:ALM ) price-to-sales (or "P/S") ratio of 1.9x is worth a...분석 기사 • Nov 14
Almirall, S.A. (BME:ALM) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year
Almirall, S.A. ( BME:ALM ) shareholders are probably feeling a little disappointed, since its shares fell 2.9% to €8.52...분석 기사 • Nov 06
Almirall (BME:ALM) Has A Somewhat Strained Balance Sheet
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 • Sep 07
Investors Continue Waiting On Sidelines For Almirall, S.A. (BME:ALM)
You may think that with a price-to-sales (or "P/S") ratio of 2x Almirall, S.A. ( BME:ALM ) is a stock worth checking...분석 기사 • Jul 12
Almirall, S.A.'s (BME:ALM) Intrinsic Value Is Potentially 90% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Almirall fair value estimate is €18.31 Current share price of...분석 기사 • Apr 24
Market Participants Recognise Almirall, S.A.'s (BME:ALM) Revenues
There wouldn't be many who think Almirall, S.A.'s ( BME:ALM ) price-to-sales (or "P/S") ratio of 1.9x is worth a...분석 기사 • Mar 20
These 4 Measures Indicate That Almirall (BME:ALM) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Dec 15
Here's Why Almirall (BME:ALM) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Oct 03
Is There An Opportunity With Almirall, S.A.'s (BME:ALM) 21% Undervaluation?
Key Insights Almirall's estimated fair value is €11.86 based on 2 Stage Free Cash Flow to Equity Almirall's €9.37 share...분석 기사 • Aug 24
We Think Almirall (BME:ALM) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jul 05
Is There An Opportunity With Almirall, S.A.'s (BME:ALM) 31% Undervaluation?
Key Insights Almirall's estimated fair value is €11.37 based on 2 Stage Free Cash Flow to Equity Current share price of...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,486 | 157 | 231 | 323 | 9 |
| 12/31/2027 | 1,365 | 122 | 176 | 274 | 11 |
| 12/31/2026 | 1,230 | 85 | 144 | 232 | 11 |
| 3/31/2026 | 1,121 | 40 | 49 | 196 | N/A |
| 12/31/2025 | 1,115 | 46 | 37 | 174 | N/A |
| 9/30/2025 | 1,085 | 42 | 30 | 201 | N/A |
| 6/30/2025 | 1,054 | 21 | 24 | 152 | N/A |
| 3/31/2025 | 1,028 | 24 | 5 | 164 | N/A |
| 12/31/2024 | 991 | 10 | -1 | 161 | N/A |
| 9/30/2024 | 953 | -45 | -23 | 149 | N/A |
| 6/30/2024 | 932 | -35 | -115 | 103 | N/A |
| 3/31/2024 | 915 | -39 | -48 | 116 | N/A |
| 12/31/2023 | 899 | -38 | -66 | 93 | N/A |
| 9/30/2023 | 907 | 7 | -23 | 101 | N/A |
| 6/30/2023 | 898 | -11 | 23 | 156 | N/A |
| 3/31/2023 | 882 | -8 | 37 | 154 | N/A |
| 12/31/2022 | 879 | 4 | 39 | 155 | N/A |
| 9/30/2022 | 864 | 9 | 105 | 177 | N/A |
| 6/30/2022 | 856 | 29 | 98 | 180 | N/A |
| 3/31/2022 | 843 | -50 | 82 | 159 | N/A |
| 12/31/2021 | 837 | -41 | 163 | 234 | N/A |
| 9/30/2021 | 814 | -22 | 204 | 288 | N/A |
| 6/30/2021 | 809 | -11 | 145 | 196 | N/A |
| 3/31/2021 | 790 | 55 | 122 | 198 | N/A |
| 12/31/2020 | 814 | 74 | 36 | 113 | N/A |
| 9/30/2020 | 849 | 63 | 72 | 212 | N/A |
| 6/30/2020 | 872 | 86 | 49 | 194 | N/A |
| 3/31/2020 | 926 | 121 | 158 | 296 | N/A |
| 12/31/2019 | 911 | 106 | N/A | 276 | N/A |
| 9/30/2019 | 858 | 85 | N/A | 190 | N/A |
| 6/30/2019 | 884 | 88 | N/A | 181 | N/A |
| 3/31/2019 | 789 | 80 | N/A | 138 | N/A |
| 12/31/2018 | 811 | 78 | N/A | 143 | N/A |
| 9/30/2018 | 714 | -111 | N/A | 170 | N/A |
| 6/30/2018 | 730 | -179 | N/A | 133 | N/A |
| 3/31/2018 | 687 | -293 | N/A | 82 | N/A |
| 12/31/2017 | 677 | -304 | N/A | 6 | N/A |
| 9/30/2017 | 735 | -128 | N/A | -89 | N/A |
| 6/30/2017 | 755 | -78 | N/A | -13 | N/A |
| 3/31/2017 | 821 | 73 | N/A | 12 | N/A |
| 12/31/2016 | 822 | 75 | N/A | 105 | N/A |
| 9/30/2016 | 778 | 162 | N/A | 151 | N/A |
| 6/30/2016 | 743 | 154 | N/A | 122 | N/A |
| 3/31/2016 | 721 | 111 | N/A | 114 | N/A |
| 12/31/2015 | 738 | 132 | N/A | 171 | N/A |
| 9/30/2015 | 783 | 479 | N/A | 761 | N/A |
| 6/30/2015 | 802 | 488 | N/A | 748 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ALM 의 연간 예상 수익 증가율(28%)이 saving rate(2.7%)보다 높습니다.
수익 vs 시장: ALM 의 연간 수익(28%)이 Spanish 시장(11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ALM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: ALM 의 수익(연간 8.4%)이 Spanish 시장(연간 6.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ALM 의 수익(연간 8.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ALM의 자본 수익률은 3년 후 10%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 11:03 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Almirall, S.A.는 27명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Luis Arredondo | Banco de Sabadell. S.A. |
| Jaime Escribano | Banco Santander |