SPIE 향후 성장
Future 기준 점검 5/6
SPIE (는) 각각 연간 20.4% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.2% 로 예상됩니다.
핵심 정보
20.4%
이익 성장률
20.72%
EPS 성장률
| Commercial Services 이익 성장 | 15.9% |
| 매출 성장률 | 5.8% |
| 향후 자기자본이익률 | 22.18% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 01 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 16
SPIE: Higher Earnings Visibility Will Support Further Share Price Upside
Analysts have nudged their fair value estimate for SPIE to €61, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple that aligns with recent price target increases from major banks. Analyst Commentary Recent Street research has pointed to a more optimistic stance on SPIE, with major banks adjusting price targets higher in light of updated views on the company’s earnings power and valuation framework.
내러티브 업데이트 • Jun 02
SPIE: Offshore Wind Wins And Buybacks Will Support Higher Earnings Multiple
Narrative Update on SPIE The updated analyst price target for SPIE moves to €56.18 from €55.59. Analysts attribute this to refreshed assumptions for revenue growth, discount rate, profit margins and future P/E, which support the change following recent target raises from €49.50 to €51 and further upward revisions of €2 and €8 by the Street.내러티브 업데이트 • May 03
SPIE: Future Revenue Will Surpass €10b As Earnings Multiple Expands
The updated analyst price target for SPIE increases to €55.59 from €53.45, with analysts citing refreshed assumptions on revenue growth and P/E, along with recent Street target hikes of €8 and €2, as key supports for this revision. Analyst Commentary Bullish Takeaways Bullish analysts point to successive target lifts, including the recent €8 move at JPMorgan and prior €2 and €1.50 steps, as support for a higher valuation framework on SPIE.
내러티브 업데이트 • Apr 18
SPIE: Model Refinements And Governance Shifts Will Shape Balanced 2026 Outlook
Analysts have raised their price target on SPIE to €51 from €49.50, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value broadly aligned with previous levels.내러티브 업데이트 • Apr 03
SPIE: Updated Outlook And Leadership Change Will Shape Measured 2026 Prospects
Analysts have nudged their price target for SPIE to €51 from €49.50, reflecting updated assumptions around modestly higher revenue growth, a slightly stronger profit margin profile, and a near unchanged future P/E multiple. Analyst Commentary The latest price target move to €51, alongside an Equal Weight stance, signals that analysts see some support for the current valuation but remain hesitant to adopt a more positive view.내러티브 업데이트 • Mar 20
SPIE: Higher Medium Term Confidence Will Support Further Share Price Upside
Analysts have nudged their 12 month view on SPIE higher, with the headline change being a price target move from €49.50 to €51. This is supported by slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that keep fair value around €60.내러티브 업데이트 • Mar 06
SPIE: Tesla Energy Storage Agreement Will Drive Margins And Upside Potential
Analysts have kept their fair value estimate for SPIE steady at €60.00, with updated assumptions showing slightly different discount rate, revenue growth, profit margin and future P/E inputs, which together drive only a marginal adjustment to their price target rationale. What's in the News CEO transition planned, with long-serving Chief Executive Officer Gauthier Louette set to step down after the annual general shareholders’ meeting on 30 April 2026, in line with the company’s age limit policy (Key Developments).내러티브 업데이트 • Feb 20
SPIE: European Energy Storage Agreement Will Support Higher Margins And Upside Potential
Analysts have kept their €60.0 price target for SPIE unchanged, reflecting only minor tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E, rather than a shift in their overall view of the shares. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system (BESS) projects, with a renewable three year term covering group subsidiaries that have BESS installation expertise (Key Developments).내러티브 업데이트 • Feb 05
SPIE: European Energy Storage Partnership Will Support Higher Margins And Share Price Potential
Analysts have adjusted their price target on SPIE to €60.00, keeping the level unchanged while refining their assumptions for discount rate, revenue growth, profit margin and future P/E, which they see as better reflecting current risk and earnings expectations. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system (BESS) projects, covering all SPIE group subsidiaries in Europe that work on BESS installations (Key Developments).분석 기사 • Jan 23
SPIE SA's (EPA:SPIE) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 39x SPIE SA ( EPA:SPIE ) may be sending very bearish signals at the...내러티브 업데이트 • Jan 22
SPIE: European Energy Storage Agreement Will Shape Measured Outlook For 2025
Analysts have raised their price target on SPIE from €35.69 to €46.00, citing updated assumptions that include a slightly higher discount rate, revised estimates for revenue growth and profit margins, and a higher future P/E multiple. What's in the News SPIE signed a European framework agreement with Tesla covering battery energy storage system projects.내러티브 업데이트 • Jan 08
SPIE: Future Revenue Will Surpass €10b With Measured Profitability Outlook
Analysts have nudged their fair value estimate for SPIE slightly higher, to €53.45 from €52.83, reflecting small adjustments to assumptions on the discount rate, revenue growth, profit margins and expected future P/E. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system projects using Tesla Megapack solutions, covering all group subsidiaries in Europe with BESS installation expertise (Key Developments).내러티브 업데이트 • Dec 16
SPIE: European Battery Projects Will Drive Higher Margins And Share Price Potential
Analysts have reduced their price target on SPIE by 2.00 dollars to 60.00 dollars. This reflects slightly lower assumptions for revenue growth and valuation multiples, which are only partly offset by improved margin expectations.내러티브 업데이트 • Dec 01
SPIE: Future Revenue to Exceed €10 Billion as Profitability Set to Improve
Analysts have slightly reduced their price target for SPIE, lowering it from €52.50 to €49.50. This adjustment is due to a modest decrease in revenue growth expectations and updated market assessments.분석 기사 • Nov 12
SPIE's (EPA:SPIE) Returns On Capital Are Heading Higher
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 • Oct 28
Is There An Opportunity With SPIE SA's (EPA:SPIE) 43% Undervaluation?
Key Insights SPIE's estimated fair value is €81.91 based on 2 Stage Free Cash Flow to Equity SPIE is estimated to be...내러티브 업데이트 • Oct 18
Energy Transition And Digitalization Trends Will Unlock Future Potential
The analyst price target for SPIE has been revised downward from €52.50 to €49.50. Analysts point to valuation concerns as the primary driver for the reduced estimate.분석 기사 • Oct 10
Here's Why SPIE (EPA:SPIE) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Oct 03
Energy Transition And Digitalization Trends Will Unlock Future Potential
Analysts have marginally raised their fair value estimate for SPIE to €53.05 from €52. This change reflects modest adjustments to expected growth and profitability assumptions in light of recent market developments.분석 기사 • Sep 26
Is It Time To Consider Buying SPIE SA (EPA:SPIE)?
SPIE SA ( EPA:SPIE ), might not be a large cap stock, but it saw significant share price movement during recent months...분석 기사 • Sep 08
SPIE (EPA:SPIE) Has Announced A Dividend Of €0.30
SPIE SA ( EPA:SPIE ) has announced that it will pay a dividend of €0.30 per share on the 18th of September. This makes...내러티브 업데이트 • Aug 06
Energy Transition And Digitalization Trends Will Unlock Future Potential
Despite a notable downgrade in consensus revenue growth forecasts, SPIE's consensus price target has risen significantly—driven by valuation multiple expansion—with the target increasing from €45.65 to €50.85. What's in the News SPIE SA reaffirmed its 2025 earnings outlook, expecting strong total growth and Group revenue to exceed EUR 10 billion, including ongoing organic growth and active bolt-on M&A.분석 기사 • Aug 03
SPIE SA (EPA:SPIE) Released Earnings Last Week And Analysts Lifted Their Price Target To €49.15
Investors in SPIE SA ( EPA:SPIE ) had a good week, as its shares rose 2.6% to close at €50.10 following the release of...분석 기사 • Jul 27
SPIE (EPA:SPIE) Is Looking To Continue Growing Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...분석 기사 • Jul 13
Investors Interested In SPIE SA's (EPA:SPIE) Earnings
With a price-to-earnings (or "P/E") ratio of 29x SPIE SA ( EPA:SPIE ) may be sending very bearish signals at the...분석 기사 • Jun 29
With EPS Growth And More, SPIE (EPA:SPIE) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
새로운 내러티브 • Dec 08
Focus On Renewable Energy And Decisive Acquisitions With Vattenfall And Correll Group Will Propel Revenue Growth And Margin Expansion
SPIE's strategic focus on renewable energy projects in Poland and offshore wind initiatives is expected to enhance revenue and market position.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 12,736 | 490 | 790 | 961 | 8 |
| 12/31/2027 | 11,963 | 450 | 752 | 885 | 11 |
| 12/31/2026 | 11,181 | 394 | 694 | 811 | 11 |
| 12/31/2025 | 10,492 | 176 | 812 | 887 | N/A |
| 9/30/2025 | 10,423 | 190 | 892 | 969 | N/A |
| 6/30/2025 | 10,355 | 203 | 972 | 1,052 | N/A |
| 3/31/2025 | 10,182 | 238 | 902 | 986 | N/A |
| 12/31/2024 | 10,009 | 273 | 832 | 921 | N/A |
| 9/30/2024 | 9,673 | 248 | 792 | 877 | N/A |
| 6/30/2024 | 9,337 | 222 | 752 | 834 | N/A |
| 3/31/2024 | 9,076 | 230 | 702 | 774 | N/A |
| 12/31/2023 | 8,814 | 239 | 652 | 713 | N/A |
| 9/30/2023 | 8,690 | 195 | 580 | 640 | N/A |
| 6/30/2023 | 8,565 | 152 | 509 | 566 | N/A |
| 3/31/2023 | 8,382 | 152 | 510 | 572 | N/A |
| 12/31/2022 | 8,200 | 152 | 512 | 577 | N/A |
| 9/30/2022 | 7,869 | 168 | 501 | 570 | N/A |
| 6/30/2022 | 7,539 | 185 | 490 | 562 | N/A |
| 3/31/2022 | 7,305 | 177 | 469 | 539 | N/A |
| 12/31/2021 | 7,072 | 169 | 449 | 516 | N/A |
| 9/30/2021 | 7,045 | 161 | 399 | 462 | N/A |
| 6/30/2021 | 7,019 | 152 | 349 | 407 | N/A |
| 3/31/2021 | 6,880 | 103 | 422 | 484 | N/A |
| 12/31/2020 | 6,741 | 53 | 494 | 560 | N/A |
| 9/30/2020 | 6,784 | 61 | N/A | N/A | N/A |
| 6/30/2020 | 6,827 | 68 | 613 | 685 | N/A |
| 3/31/2020 | 6,935 | 114 | 488 | 559 | N/A |
| 12/31/2019 | 7,043 | 159 | 362 | 432 | N/A |
| 9/30/2019 | 6,964 | 176 | N/A | N/A | N/A |
| 6/30/2019 | 6,886 | 192 | N/A | 395 | N/A |
| 3/31/2019 | 6,818 | 177 | N/A | 380 | N/A |
| 12/31/2018 | 6,750 | 162 | N/A | 366 | N/A |
| 9/30/2018 | 6,683 | 124 | N/A | N/A | N/A |
| 6/30/2018 | 6,616 | 87 | N/A | 161 | N/A |
| 3/31/2018 | 6,400 | 100 | N/A | 229 | N/A |
| 12/31/2017 | 6,185 | 114 | N/A | 297 | N/A |
| 9/30/2017 | 5,724 | 154 | N/A | N/A | N/A |
| 6/30/2017 | 5,263 | 193 | N/A | 259 | N/A |
| 3/31/2017 | 5,124 | 194 | N/A | 309 | N/A |
| 12/31/2016 | 4,985 | 196 | N/A | 358 | N/A |
| 9/30/2016 | 5,094 | 153 | N/A | N/A | N/A |
| 6/30/2016 | 5,203 | 109 | N/A | 310 | N/A |
| 3/31/2016 | 5,333 | 60 | N/A | 400 | N/A |
| 12/31/2015 | 5,431 | 51 | N/A | 273 | N/A |
| 9/30/2015 | 5,463 | 12 | N/A | N/A | N/A |
| 6/30/2015 | 5,496 | -27 | N/A | 191 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SPIE 의 연간 예상 수익 증가율(20.4%)이 saving rate(2.5%)보다 높습니다.
수익 vs 시장: SPIE 의 연간 수익(20.4%)이 French 시장(12.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: SPIE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: SPIE 의 수익(연간 5.8%)이 French 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: SPIE 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SPIE의 자본 수익률은 3년 후 22.2%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/17 14:32 |
| 종가 | 2026/06/17 00:00 |
| 수익 | 2025/12/31 |
| 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 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
SPIE SA는 19명의 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 |
|---|---|
| Anna Patrice | Berenberg |
| Aleksander Peterc | Bernstein |
| Laurent Gelebart | BNP Paribas |