View ValuationSTEF 향후 성장Future 기준 점검 3/6STEF (는) 각각 연간 23.6% 및 3.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.6% 로 예상됩니다.핵심 정보23.6%이익 성장률23.74%EPS 성장률Transportation 이익 성장10.5%매출 성장률3.1%향후 자기자본이익률11.55%애널리스트 커버리지Low마지막 업데이트24 Apr 2026최근 향후 성장 업데이트Major Estimate Revision • Sep 11Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €11.42 to €8.41 per share. Revenue forecast steady at €5.03b. Net income forecast to grow 35% next year vs 33% growth forecast for Transportation industry in France. Consensus price target down from €154 to €148. Share price fell 7.1% to €121 over the past week.Major Estimate Revision • Mar 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.41 to €11.31 per share. Revenue forecast steady at €5.01b. Net income forecast to shrink 6.6% next year vs 24% growth forecast for Transportation industry in France . Consensus price target of €156 unchanged from last update. Share price fell 10% to €121 over the past week.Price Target Changed • Mar 08Price target increased by 9.5% to €143Up from €130, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €125. Stock is up 15% over the past year. The company is forecast to post earnings per share of €13.20 for next year compared to €11.79 last year.Price Target Changed • Mar 06Price target increased by 15% to €125Up from €109, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €107. Stock is up 20% over the past year. The company is forecast to post earnings per share of €10.59 for next year compared to €8.88 last year.Price Target Changed • Oct 22Price target decreased to €110Down from €121, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €80.40. Stock is down 26% over the past year. The company is forecast to post earnings per share of €9.98 for next year compared to €8.88 last year.Price Target Changed • Oct 26Price target increased to €128Up from €119, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €109. Stock is up 70% over the past year. The company is forecast to post earnings per share of €8.67 for next year compared to €5.88 last year.모든 업데이트 보기Recent updatesUpcoming Dividend • Apr 20Upcoming dividend of €2.70 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.7%).Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공지 • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.분석 기사 • Jan 09An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 33% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €191 STEF's €128 share price...분석 기사 • Dec 17STEF SA (EPA:STF) Could Be Riskier Than It LooksThere wouldn't be many who think STEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 16.4x is worth a mention...분석 기사 • Sep 27Does STEF (EPA:STF) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Sep 11Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €11.42 to €8.41 per share. Revenue forecast steady at €5.03b. Net income forecast to grow 35% next year vs 33% growth forecast for Transportation industry in France. Consensus price target down from €154 to €148. Share price fell 7.1% to €121 over the past week.Reported Earnings • Sep 05First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.분석 기사 • Aug 23STEF SA's (EPA:STF) Low P/E No Reason For ExcitementSTEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now compared to...분석 기사 • Jun 27Returns At STEF (EPA:STF) Appear To Be Weighed DownIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Buy Or Sell Opportunity • Jun 20Now 23% undervaluedOver the last 90 days, the stock has risen 4.0% to €130. The fair value is estimated to be €168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.분석 기사 • Jun 11Is STEF (EPA:STF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • May 21There Is A Reason STEF SA's (EPA:STF) Price Is UndemandingWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...Buy Or Sell Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €128. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (3.4%).Buy Or Sell Opportunity • Apr 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €120. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.분석 기사 • Apr 10STEF (EPA:STF) Is Paying Out Less In Dividends Than Last YearSTEF SA ( EPA:STF ) has announced that on 9th of May, it will be paying a dividend of€4.15, which a reduction from last...공지 • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris France분석 기사 • Mar 27STEF (EPA:STF) Will Pay A Smaller Dividend Than Last YearSTEF SA ( EPA:STF ) has announced it will be reducing its dividend payable on the 9th of May to €4.15, which is 19...Declared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Mar 24Are Investors Undervaluing STEF SA (EPA:STF) By 43%?Key Insights The projected fair value for STEF is €220 based on 2 Stage Free Cash Flow to Equity Current share price of...Major Estimate Revision • Mar 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.41 to €11.31 per share. Revenue forecast steady at €5.01b. Net income forecast to shrink 6.6% next year vs 24% growth forecast for Transportation industry in France . Consensus price target of €156 unchanged from last update. Share price fell 10% to €121 over the past week.분석 기사 • Dec 03STEF (EPA:STF) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...분석 기사 • Oct 03There's No Escaping STEF SA's (EPA:STF) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...분석 기사 • Aug 30Should You Think About Buying STEF SA (EPA:STF) Now?STEF SA ( EPA:STF ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large price...분석 기사 • Jul 16Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...분석 기사 • Jun 29STEF SA's (EPA:STF) Low P/E No Reason For ExcitementWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...분석 기사 • Apr 26STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...Upcoming Dividend • Apr 26Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).분석 기사 • Apr 12STEF (EPA:STF) Will Pay A Larger Dividend Than Last Year At €5.10STEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...분석 기사 • Apr 06Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in...분석 기사 • Mar 21STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe.공지 • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024Price Target Changed • Mar 08Price target increased by 9.5% to €143Up from €130, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €125. Stock is up 15% over the past year. The company is forecast to post earnings per share of €13.20 for next year compared to €11.79 last year.분석 기사 • Mar 06STEF SA (EPA:STF) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 10.6x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...분석 기사 • Jan 11STEF SA's (EPA:STF) Intrinsic Value Is Potentially 76% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €210 Current share price of €119...분석 기사 • Nov 05Return Trends At STEF (EPA:STF) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...공지 • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.공지 • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.분석 기사 • Jun 28We Think STEF (EPA:STF) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Jun 09With EPS Growth And More, STEF (EPA:STF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buying Opportunity • May 15Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (5.2%).분석 기사 • Apr 05STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...Reported Earnings • Mar 12Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Transportation industry in Europe.분석 기사 • Mar 11Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Mar 06Price target increased by 15% to €125Up from €109, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €107. Stock is up 20% over the past year. The company is forecast to post earnings per share of €10.59 for next year compared to €8.88 last year.공지 • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €113, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.97 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. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Oct 22Price target decreased to €110Down from €121, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €80.40. Stock is down 26% over the past year. The company is forecast to post earnings per share of €9.98 for next year compared to €8.88 last year.공지 • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.분석 기사 • Sep 09STEF's (EPA:STF) Strong Earnings Are Of Good QualityEven though STEF SA's ( EPA:STF ) recent earnings release was robust, the market didn't seem to notice. Our analysis...분석 기사 • Sep 07Does STEF (EPA:STF) Have A Healthy 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...Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 6.9% growth forecast for the Transportation industry in France. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Aug 23Here's Why STEF (EPA:STF) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jul 05Here's What To Make Of STEF's (EPA:STF) Decelerating Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...분석 기사 • Apr 29STEF (EPA:STF) Is Increasing Its Dividend To €3.00STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (4.8%). Lower than average of industry peers (4.7%).분석 기사 • Apr 15STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...분석 기사 • Apr 12STEF SA (EPA:STF) Shares Could Be 49% Below Their Intrinsic Value EstimateDoes the April share price for STEF SA ( EPA:STF ) reflect what it's really worth? Today, we will estimate the stock's...분석 기사 • Mar 28STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This...분석 기사 • Mar 15Is Now The Time To Put STEF (EPA:STF) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% 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 forecast to grow 7.3%, compared to a 14% growth forecast for the industry in France.분석 기사 • Dec 28An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 42% UndervaluedToday we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the expected...분석 기사 • Dec 12STEF (EPA:STF) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 28The Returns At STEF (EPA:STF) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...분석 기사 • Nov 16Is Now An Opportune Moment To Examine STEF SA (EPA:STF)?STEF SA ( EPA:STF ), might not be a large cap stock, but it received a lot of attention from a substantial price...Price Target Changed • Oct 26Price target increased to €128Up from €119, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €109. Stock is up 70% over the past year. The company is forecast to post earnings per share of €8.67 for next year compared to €5.88 last year.Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Price Target Changed • Sep 06Price target increased to €119Up from €104, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €99.40. Stock is up 46% over the past year.Price Target Changed • Sep 03Price target increased to €109Up from €101, the current price target is an average from 3 analysts. New target price is 7.6% above last closing price of €101. Stock is up 52% over the past year.분석 기사 • Sep 02Is There An Opportunity With STEF SA's (EPA:STF) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the forecast...분석 기사 • Aug 11The Returns At STEF (EPA:STF) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • Jun 07Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a decent share price growth in the teens level on...분석 기사 • May 11STEF (EPA:STF) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • May 04Price target increased to €94.40Up from €86.97, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €93.10. Stock is up 38% over the past year.Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of French dividend payers (4.1%). In line with average of industry peers (5.7%).분석 기사 • Apr 14Estimating The Intrinsic Value Of STEF SA (EPA:STF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of STEF SA ( EPA:STF ) as...분석 기사 • Mar 30Something To Consider Before Buying STEF SA (EPA:STF) For The 5.5% DividendCould STEF SA ( EPA:STF ) be an attractive dividend share to own for the long haul? Investors are often drawn to strong...분석 기사 • Mar 17Can STEF SA's (EPA:STF) ROE Continue To Surpass The Industry Average?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...Price Target Changed • Mar 15Price target increased to €86.97Up from €79.23, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €84.70. Stock is up 42% over the past year.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.공지 • Mar 05+ 1 more updateSTEF SA to Report First Half, 2021 Results on Sep 02, 2021STEF SA announced that they will report first half, 2021 results on Sep 02, 2021분석 기사 • Mar 04Does STEF's (EPA:STF) Share Price Gain of 23% Match Its Business Performance?The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...Is New 90 Day High Low • Feb 22New 90-day high: €78.10The company is up 11% from its price of €70.10 on 24 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €126 per share.분석 기사 • Feb 16Here's What STEF SA's (EPA:STF) Shareholder Ownership Structure Looks LikeIf you want to know who really controls STEF SA ( EPA:STF ), then you'll have to look at the makeup of its share...분석 기사 • Jan 29Is STEF SA (EPA:STF) Potentially Undervalued?While STEF SA ( EPA:STF ) might not be the most widely known stock at the moment, it received a lot of attention from a...분석 기사 • Jan 14Our Take On The Returns On Capital At STEF (EPA:STF)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Is New 90 Day High Low • Jan 05New 90-day high: €74.20The company is up 2.0% from its price of €73.00 on 07 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €129 per share.분석 기사 • Dec 29STEF SA's (EPA:STF) Intrinsic Value Is Potentially 75% Above Its Share PriceIn this article we are going to estimate the intrinsic value of STEF SA ( EPA:STF ) by taking the expected future cash...이익 및 매출 성장 예측ENXTPA:STF - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,611187165479312/31/20275,474167120447412/31/20265,28814296415412/31/20255,11984-2305N/A6/30/20254,9509777389N/A3/31/20254,87512359393N/A12/31/20244,80114942397N/A6/30/20244,588164-35311N/A3/31/20244,515169-7334N/A12/31/20234,44217521357N/A9/30/20234,40817623339N/A6/30/20234,37517725321N/A3/31/20234,26717732292N/A12/31/20224,16017839263N/A9/30/20223,99716292301N/A6/30/20223,834145145339N/A3/31/20223,670128174354N/A12/31/20213,507110203368N/A9/30/20213,399107173346N/A6/30/20213,291103143324N/A3/31/20213,2188878273N/A12/31/20203,1457313221N/A9/30/20203,2067429219N/A6/30/20203,2667544216N/A3/31/20203,3548877241N/A12/31/20193,441100111265N/A9/30/20193,402101N/A259N/A6/30/20193,363101N/A254N/A3/31/20193,30998N/A244N/A12/31/20183,25594N/A235N/A9/30/20183,17895N/A200N/A6/30/20183,10096N/A166N/A3/31/20183,03895N/A175N/A12/31/20172,97694N/A184N/A9/30/20172,93790N/A198N/A6/30/20172,89887N/A212N/A3/31/20172,86187N/A196N/A12/31/20162,82487N/A180N/A9/30/20162,82589N/A172N/A6/30/20162,82590N/A163N/A3/31/20162,82683N/A154N/A12/31/20152,82675N/A145N/A9/30/20152,81173N/A155N/A6/30/20152,79570N/A165N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: STF 의 연간 예상 수익 증가율(23.6%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: STF 의 연간 수익(23.6%)이 French 시장(12.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: STF 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: STF 의 수익(연간 3.1%)이 French 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: STF 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: STF의 자본 수익률은 3년 후 11.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 05:32종가2026/05/08 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 소스STEF SA는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alexandre PlaudCIC Market Solutions (ESN)Mohamed MansourDegroof PetercamGuillaume CuvillierGilbert Dupont6명의 분석가 더 보기
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €11.42 to €8.41 per share. Revenue forecast steady at €5.03b. Net income forecast to grow 35% next year vs 33% growth forecast for Transportation industry in France. Consensus price target down from €154 to €148. Share price fell 7.1% to €121 over the past week.
Major Estimate Revision • Mar 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.41 to €11.31 per share. Revenue forecast steady at €5.01b. Net income forecast to shrink 6.6% next year vs 24% growth forecast for Transportation industry in France . Consensus price target of €156 unchanged from last update. Share price fell 10% to €121 over the past week.
Price Target Changed • Mar 08Price target increased by 9.5% to €143Up from €130, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €125. Stock is up 15% over the past year. The company is forecast to post earnings per share of €13.20 for next year compared to €11.79 last year.
Price Target Changed • Mar 06Price target increased by 15% to €125Up from €109, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €107. Stock is up 20% over the past year. The company is forecast to post earnings per share of €10.59 for next year compared to €8.88 last year.
Price Target Changed • Oct 22Price target decreased to €110Down from €121, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €80.40. Stock is down 26% over the past year. The company is forecast to post earnings per share of €9.98 for next year compared to €8.88 last year.
Price Target Changed • Oct 26Price target increased to €128Up from €119, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €109. Stock is up 70% over the past year. The company is forecast to post earnings per share of €8.67 for next year compared to €5.88 last year.
Upcoming Dividend • Apr 20Upcoming dividend of €2.70 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (3.7%).
Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.
Reported Earnings • Mar 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공지 • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.
분석 기사 • Jan 09An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 33% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €191 STEF's €128 share price...
분석 기사 • Dec 17STEF SA (EPA:STF) Could Be Riskier Than It LooksThere wouldn't be many who think STEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 16.4x is worth a mention...
분석 기사 • Sep 27Does STEF (EPA:STF) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €11.42 to €8.41 per share. Revenue forecast steady at €5.03b. Net income forecast to grow 35% next year vs 33% growth forecast for Transportation industry in France. Consensus price target down from €154 to €148. Share price fell 7.1% to €121 over the past week.
Reported Earnings • Sep 05First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
분석 기사 • Aug 23STEF SA's (EPA:STF) Low P/E No Reason For ExcitementSTEF SA's ( EPA:STF ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now compared to...
분석 기사 • Jun 27Returns At STEF (EPA:STF) Appear To Be Weighed DownIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Buy Or Sell Opportunity • Jun 20Now 23% undervaluedOver the last 90 days, the stock has risen 4.0% to €130. The fair value is estimated to be €168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
분석 기사 • Jun 11Is STEF (EPA:STF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • May 21There Is A Reason STEF SA's (EPA:STF) Price Is UndemandingWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...
Buy Or Sell Opportunity • May 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to €128. The fair value is estimated to be €163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (5.5%). In line with average of industry peers (3.4%).
Buy Or Sell Opportunity • Apr 25Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €120. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
분석 기사 • Apr 10STEF (EPA:STF) Is Paying Out Less In Dividends Than Last YearSTEF SA ( EPA:STF ) has announced that on 9th of May, it will be paying a dividend of€4.15, which a reduction from last...
공지 • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris France
분석 기사 • Mar 27STEF (EPA:STF) Will Pay A Smaller Dividend Than Last YearSTEF SA ( EPA:STF ) has announced it will be reducing its dividend payable on the 9th of May to €4.15, which is 19...
Declared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Mar 24Are Investors Undervaluing STEF SA (EPA:STF) By 43%?Key Insights The projected fair value for STEF is €220 based on 2 Stage Free Cash Flow to Equity Current share price of...
Major Estimate Revision • Mar 17Consensus EPS estimates fall by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from €14.41 to €11.31 per share. Revenue forecast steady at €5.01b. Net income forecast to shrink 6.6% next year vs 24% growth forecast for Transportation industry in France . Consensus price target of €156 unchanged from last update. Share price fell 10% to €121 over the past week.
분석 기사 • Dec 03STEF (EPA:STF) Has More To Do To Multiply In Value Going ForwardIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 • Oct 03There's No Escaping STEF SA's (EPA:STF) Muted EarningsWith a price-to-earnings (or "P/E") ratio of 10x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...
분석 기사 • Aug 30Should You Think About Buying STEF SA (EPA:STF) Now?STEF SA ( EPA:STF ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large price...
분석 기사 • Jul 16Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
분석 기사 • Jun 29STEF SA's (EPA:STF) Low P/E No Reason For ExcitementWhen close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider STEF...
분석 기사 • Apr 26STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...
Upcoming Dividend • Apr 26Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).
Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (4.6%).
분석 기사 • Apr 12STEF (EPA:STF) Will Pay A Larger Dividend Than Last Year At €5.10STEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...
분석 기사 • Apr 06Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a double-digit share price rise of over 10% in...
분석 기사 • Mar 21STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be paying its dividend of €5.10 on the 3rd of May, an...
Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Transportation industry in Europe.
공지 • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024
Price Target Changed • Mar 08Price target increased by 9.5% to €143Up from €130, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €125. Stock is up 15% over the past year. The company is forecast to post earnings per share of €13.20 for next year compared to €11.79 last year.
분석 기사 • Mar 06STEF SA (EPA:STF) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 10.6x STEF SA ( EPA:STF ) may be sending bullish signals at the moment...
분석 기사 • Jan 11STEF SA's (EPA:STF) Intrinsic Value Is Potentially 76% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, STEF fair value estimate is €210 Current share price of €119...
분석 기사 • Nov 05Return Trends At STEF (EPA:STF) Aren't AppealingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
공지 • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.
공지 • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.
분석 기사 • Jun 28We Think STEF (EPA:STF) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 • Jun 09With EPS Growth And More, STEF (EPA:STF) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buying Opportunity • May 15Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of French dividend payers (5.4%). Lower than average of industry peers (5.2%).
분석 기사 • Apr 05STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend from last year's comparable payment on the...
Reported Earnings • Mar 12Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Transportation industry in Europe.
분석 기사 • Mar 11Slowing Rates Of Return At STEF (EPA:STF) Leave Little Room For ExcitementWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Mar 06Price target increased by 15% to €125Up from €109, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €107. Stock is up 20% over the past year. The company is forecast to post earnings per share of €10.59 for next year compared to €8.88 last year.
공지 • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €113, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Transportation industry in Europe. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.97 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. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Oct 22Price target decreased to €110Down from €121, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €80.40. Stock is down 26% over the past year. The company is forecast to post earnings per share of €9.98 for next year compared to €8.88 last year.
공지 • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.
분석 기사 • Sep 09STEF's (EPA:STF) Strong Earnings Are Of Good QualityEven though STEF SA's ( EPA:STF ) recent earnings release was robust, the market didn't seem to notice. Our analysis...
분석 기사 • Sep 07Does STEF (EPA:STF) Have A Healthy 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...
Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 6.9% growth forecast for the Transportation industry in France. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Aug 23Here's Why STEF (EPA:STF) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Jul 05Here's What To Make Of STEF's (EPA:STF) Decelerating Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
분석 기사 • Apr 29STEF (EPA:STF) Is Increasing Its Dividend To €3.00STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...
Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (4.8%). Lower than average of industry peers (4.7%).
분석 기사 • Apr 15STEF's (EPA:STF) Upcoming Dividend Will Be Larger Than Last Year'sSTEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This will take...
분석 기사 • Apr 12STEF SA (EPA:STF) Shares Could Be 49% Below Their Intrinsic Value EstimateDoes the April share price for STEF SA ( EPA:STF ) reflect what it's really worth? Today, we will estimate the stock's...
분석 기사 • Mar 28STEF's (EPA:STF) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of STEF SA ( EPA:STF ) has announced that it will be increasing its dividend on the 5th of May to €3.00. This...
분석 기사 • Mar 15Is Now The Time To Put STEF (EPA:STF) On Your Watchlist?Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% 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 forecast to grow 7.3%, compared to a 14% growth forecast for the industry in France.
분석 기사 • Dec 28An Intrinsic Calculation For STEF SA (EPA:STF) Suggests It's 42% UndervaluedToday we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the expected...
분석 기사 • Dec 12STEF (EPA:STF) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 28The Returns At STEF (EPA:STF) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 • Nov 16Is Now An Opportune Moment To Examine STEF SA (EPA:STF)?STEF SA ( EPA:STF ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Price Target Changed • Oct 26Price target increased to €128Up from €119, the current price target is an average from 3 analysts. New target price is 17% above last closing price of €109. Stock is up 70% over the past year. The company is forecast to post earnings per share of €8.67 for next year compared to €5.88 last year.
Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Price Target Changed • Sep 06Price target increased to €119Up from €104, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €99.40. Stock is up 46% over the past year.
Price Target Changed • Sep 03Price target increased to €109Up from €101, the current price target is an average from 3 analysts. New target price is 7.6% above last closing price of €101. Stock is up 52% over the past year.
분석 기사 • Sep 02Is There An Opportunity With STEF SA's (EPA:STF) 38% Undervaluation?Today we will run through one way of estimating the intrinsic value of STEF SA ( EPA:STF ) by taking the forecast...
분석 기사 • Aug 11The Returns At STEF (EPA:STF) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 • Jun 07Is STEF SA (EPA:STF) Potentially Undervalued?STEF SA ( EPA:STF ), is not the largest company out there, but it saw a decent share price growth in the teens level on...
분석 기사 • May 11STEF (EPA:STF) Takes On Some Risk With Its Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • May 04Price target increased to €94.40Up from €86.97, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €93.10. Stock is up 38% over the past year.
Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of French dividend payers (4.1%). In line with average of industry peers (5.7%).
분석 기사 • Apr 14Estimating The Intrinsic Value Of STEF SA (EPA:STF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of STEF SA ( EPA:STF ) as...
분석 기사 • Mar 30Something To Consider Before Buying STEF SA (EPA:STF) For The 5.5% DividendCould STEF SA ( EPA:STF ) be an attractive dividend share to own for the long haul? Investors are often drawn to strong...
분석 기사 • Mar 17Can STEF SA's (EPA:STF) ROE Continue To Surpass The Industry Average?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Price Target Changed • Mar 15Price target increased to €86.97Up from €79.23, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €84.70. Stock is up 42% over the past year.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.
공지 • Mar 05+ 1 more updateSTEF SA to Report First Half, 2021 Results on Sep 02, 2021STEF SA announced that they will report first half, 2021 results on Sep 02, 2021
분석 기사 • Mar 04Does STEF's (EPA:STF) Share Price Gain of 23% Match Its Business Performance?The main point of investing for the long term is to make money. Furthermore, you'd generally like to see the share...
Is New 90 Day High Low • Feb 22New 90-day high: €78.10The company is up 11% from its price of €70.10 on 24 November 2020. The French market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €126 per share.
분석 기사 • Feb 16Here's What STEF SA's (EPA:STF) Shareholder Ownership Structure Looks LikeIf you want to know who really controls STEF SA ( EPA:STF ), then you'll have to look at the makeup of its share...
분석 기사 • Jan 29Is STEF SA (EPA:STF) Potentially Undervalued?While STEF SA ( EPA:STF ) might not be the most widely known stock at the moment, it received a lot of attention from a...
분석 기사 • Jan 14Our Take On The Returns On Capital At STEF (EPA:STF)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Is New 90 Day High Low • Jan 05New 90-day high: €74.20The company is up 2.0% from its price of €73.00 on 07 October 2020. The French market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €129 per share.
분석 기사 • Dec 29STEF SA's (EPA:STF) Intrinsic Value Is Potentially 75% Above Its Share PriceIn this article we are going to estimate the intrinsic value of STEF SA ( EPA:STF ) by taking the expected future cash...