View ValuationSIG Group 향후 성장Future 기준 점검 3/6SIG Group (는) 각각 연간 44.3% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 46.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.5% 로 예상됩니다.핵심 정보44.3%이익 성장률46.07%EPS 성장률Packaging 이익 성장33.7%매출 성장률2.5%향후 자기자본이익률10.48%애널리스트 커버리지Good마지막 업데이트12 May 2026최근 향후 성장 업데이트공시 • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.공시 • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.모든 업데이트 보기Recent updates공시 • Mar 24SIG Group AG, Annual General Meeting, Apr 16, 2026SIG Group AG, Annual General Meeting, Apr 16, 2026, at 14:00 W. Europe Standard Time.Reported Earnings • Mar 04Full year 2025 earnings released: €0.23 loss per share (vs €0.51 profit in FY 2024)Full year 2025 results: €0.23 loss per share (down from €0.51 profit in FY 2024). Revenue: €3.25b (down 2.4% from FY 2024). Net loss: €87.0m (down 145% from profit in FY 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.공시 • Feb 10SIG Group AG to Report First Half, 2026 Results on Jul 28, 2026SIG Group AG announced that they will report first half, 2026 results on Jul 28, 2026공시 • Nov 18SIG Group AG Appoints Mikko Keto as Chief Executive OfficerSIG Group AG announced that, following an extensive global search, its Board of Directors has appointed Mikko Keto as the Company's Chief Executive Officer. He is expected to join in the first half of 2026. Mikko Keto joins SIG from FLSmidth. Mr. Keto joined FLSmidth in 2021 as President of the Mining division prior to becoming Group CEO in 2022. As CEO, he executed a comprehensive business transformation, including a financial and operational reset, portfolio optimization involving both a major divestment and merger, as well as a global efficiency and cost-reduction program. Mr. Keto doubled the value of FLSmidth during his tenure. Prior to joining FLSmidth, Mr. Keto spent over nine years at Metso Corporation, latterly serving as President, Services and Pumps. During his career, Mr. Keto has delivered business transformation across several companies including Nokia Networks, KONE Corporation, Metso Corporation, and FLSmidth. Since 2019, Mr. Keto has also served as a board director and member of the Audit Committee for the Normet Group. Mr. Keto has a degree in M.Sc. (Economics) from the Helsinki School of Economics. He will be based at SIG's headquarters in Switzerland.공시 • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.공시 • Oct 31SIG Group AG Expects Re-Instates Dividend Payment for the Year Ending 31 December 2026SIG Group AG announced that after the pause in the dividend payment for the year ending 31 December 2025, the Group expects to re-instate dividends for the year ending 31 December 2026 with a payout ratio of 30%-50% of adjusted net income.공시 • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.공시 • Sep 24SIG Group AG to Report Fiscal Year 2025 Results on Mar 03, 2026SIG Group AG announced that they will report fiscal year 2025 results on Mar 03, 2026New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Dividend is not well covered by earnings (100% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).공시 • Sep 19+ 1 more updateSIG Group AG Proposes to Pause Cash Dividend for the Year 2025SIG Group AG announced that given the Company’s increased focus on capital discipline, including its priority to reduce debt levels, the Board of Directors proposes to pause the cash dividend for the year 2025.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CHF9.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF17.60 per share.Reported Earnings • Aug 02First half 2025 earnings released: EPS: €0.24 (vs €0.22 in 1H 2024)First half 2025 results: EPS: €0.24 (up from €0.22 in 1H 2024). Revenue: €1.58b (flat on 1H 2024). Net income: €91.0m (up 7.2% from 1H 2024). Profit margin: 5.8% (up from 5.4% in 1H 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CHF13.46. The fair value is estimated to be CHF17.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Jun 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to CHF16.64. The fair value is estimated to be CHF20.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 44%After last week's 44% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF30.25 per share.Board Change • Apr 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Martine Snels was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Apr 10+ 1 more updateSIG Group AG Announces Board ChangesSIG Group AG at its AGM held on April 8, 2025, elected Ola Rollén as a Board member and as chair of the Board. In addition, Niren Chaudhary and Urs Riedener have been elected as new board members. Andreas Umbach, Matthias Währen, Wah-Hui Chu, and Laurens Last for their contributions, all of whom did not stand for re-election in 2025. Andreas, Matthias, and Wah had served on the Board since the Group’s IPO in 2018.Upcoming Dividend • Apr 04Upcoming dividend of CHF0.49 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 15 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (3.4%).Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 36%After last week's 36% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF39.47 per share.공시 • Mar 14SIG Group AG, Annual General Meeting, Apr 08, 2025SIG Group AG, Annual General Meeting, Apr 08, 2025, at 14:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF37.34 per share.New Risk • Feb 26New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 72% Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Dividend is not well covered by earnings (72% payout ratio). Large one-off items impacting financial results.Reported Earnings • Feb 26Full year 2024 earnings released: EPS: €0.51 (vs €0.64 in FY 2023)Full year 2024 results: EPS: €0.51 (down from €0.64 in FY 2023). Revenue: €3.33b (up 3.0% from FY 2023). Net income: €194.5m (down 20% from FY 2023). Profit margin: 5.8% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF20.93 per share.공시 • Feb 12SIG Group AG to Report First Half, 2025 Results on Jul 29, 2025SIG Group AG announced that they will report first half, 2025 results on Jul 29, 2025Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF23.01 per share.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF25.16 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 8.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.31 per share.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 39%After last week's 39% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 3.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.00 per share.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 41%After last week's 41% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.40 per share.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 40%After last week's 40% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.42 per share.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.Buy Or Sell Opportunity • Oct 15Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to CHF18.74. The fair value is estimated to be CHF23.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Jul 31First half 2024 earnings released: EPS: €0.22 (vs €0.14 in 1H 2023)First half 2024 results: EPS: €0.22 (up from €0.14 in 1H 2023). Revenue: €1.57b (up 2.2% from 1H 2023). Net income: €84.9m (up 61% from 1H 2023). Profit margin: 5.4% (up from 3.4% in 1H 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Packaging industry in Europe.공시 • Jul 16SIG Group AG to Report Fiscal Year 2024 Results on Feb 25, 2025SIG Group AG announced that they will report fiscal year 2024 results on Feb 25, 2025Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 1.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF24.04 per share.Upcoming Dividend • Apr 19Upcoming dividend of CHF0.48 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.4%).Declared Dividend • Mar 28Dividend of CHF0.48 announcedShareholders will receive a dividend of CHF0.48. Ex-date: 26th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF27.55 per share.공시 • Feb 28SIG Group AG to Report First Half, 2024 Results on Jul 25, 2024SIG Group AG announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Feb 28Full year 2023 earnings released: EPS: €0.64 (vs €0.10 in FY 2022)Full year 2023 results: EPS: €0.64 (up from €0.10 in FY 2022). Revenue: €3.23b (up 16% from FY 2022). Net income: €243.2m (up €205.4m from FY 2022). Profit margin: 7.5% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Packaging industry in Europe.공시 • Dec 06SIG Appoints Allison Sutera as President, North AmericaSIG announced appointment of Allison Sutera to the role of President, SIG North America. In her new position, Ms. Sutera will have responsibility for Canada, USA, Mexico, and Central America for the entire SIG portfolio, representing the aseptic carton, bag-in-box, and spouted pouch businesses and play a key role in development of SIG in North America. Prior to joining SIG, Ms. Sutera spent time within the food and beverage industry with a career that has spanned CPG, foodservice, hospitality, and technology companies. She began her career at Pepsi Bottling Group and has held progressive and substantial leadership roles at PepsiCo, Kellogg's, and Aramark. Most recently, she served as the Chief Growth Officer at a foodservice technology company, 365 Retail Markets, where she led marketing, commercial, key acquisitions, and international divisions. Ms. Sutera holds a bachelor's degree in international business from the University of Kansas, and an MBA from the University of Colorado. She is based out of SIG's North America headquarters in Northlake, IL, USA.공시 • Nov 26SIG Group AG, Annual General Meeting, Apr 23, 2024SIG Group AG, Annual General Meeting, Apr 23, 2024.Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CHF25.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.공시 • Jul 29SIG Group AG to Report Fiscal Year 2023 Results on Feb 27, 2024SIG Group AG announced that they will report fiscal year 2023 results on Feb 27, 2024Reported Earnings • Jul 27First half 2023 earnings released: EPS: €0.14 (vs €0.19 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.19 in 1H 2022). Revenue: €1.54b (up 35% from 1H 2022). Net income: €52.6m (down 21% from 1H 2022). Profit margin: 3.4% (down from 5.8% in 1H 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Packaging industry in Europe.New Risk • Jul 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).공시 • May 06SIG Group AG to Report First Half, 2023 Results on Jul 25, 2023SIG Group AG announced that they will report first half, 2023 results on Jul 25, 2023Upcoming Dividend • Apr 18Upcoming dividend of CHF0.47 per share at 1.9% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.2%).Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.10 (vs €0.51 in FY 2021)Full year 2022 results: EPS: €0.10 (down from €0.51 in FY 2021). Revenue: €2.78b (up 35% from FY 2021). Net income: €37.8m (down 78% from FY 2021). Profit margin: 1.4% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe.Buying Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be CHF28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Jan 19Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be CHF28.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at CHF41.93 per share.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 1.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF39.37 per share.Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Total returns to shareholders of 2.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF46.40 per share.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.68 per share.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 25% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF31.93 per share.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF34.93 per share.Buying Opportunity • Sep 19Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be CHF28.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Aug 30Now 21% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be CHF28.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Reported Earnings • Jul 27First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €92.0m from profit in 1H 2021). Profit margin: (down from 9.5% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 26%, compared to a 18% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF27.25 per share.공시 • Jul 07SIG Group AG to Report Fiscal Year 2022 Results on Feb 28, 2023SIG Group AG announced that they will report fiscal year 2022 results on Feb 28, 2023Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF28.77 per share.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Packaging industry in Europe.Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.51 (up from €0.21 in FY 2020). Revenue: €2.06b (up 14% from FY 2020). Net income: €172.1m (up 153% from FY 2020). Profit margin: 8.3% (up from 3.7% 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 12%, compared to a 12% growth forecast for the industry in the United Kingdom.Buying Opportunity • Jan 27Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €26.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last year. The company has become profitable over the last 3 years.이익 및 매출 성장 예측LSE:0P4G - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,5112983316081012/31/20273,3932693015691212/31/20263,2792582595231212/31/20253,249-87229514N/A9/30/20253,29157254537N/A6/30/20253,334201279559N/A3/31/20253,331198309604N/A12/31/20243,329195339649N/A9/30/20243,296235372699N/A6/30/20243,264276405749N/A3/31/20243,247259335706N/A12/31/20233,230243264663N/A9/30/20233,204134181589N/A6/30/20233,1772498515N/A3/31/20232,97931188547N/A12/31/20222,78038279578N/A9/30/20222,50992257526N/A6/30/20222,239147235474N/A3/31/20222,150159260502N/A12/31/20212,062172285531N/A9/30/20211,992161261490N/A6/30/20211,922150236448N/A3/31/20211,906140229428N/A12/31/20201,81668227426N/A9/30/20201,82980238436N/A6/30/20201,84292250445N/A3/31/20201,81377298490N/A12/31/20191,784107256438N/A9/30/20191,74948N/A357N/A6/30/20191,715-11N/A276N/A3/31/20191,658-55N/A229N/A12/31/20181,676-84N/A260N/A12/31/20171,664-97N/A245N/A12/31/20161,724-40N/A239N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0P4G 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 0P4G (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 0P4G 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 0P4G 의 수익(연간 2.5%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0P4G 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0P4G의 자본 수익률은 3년 후 10.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 01:25종가2026/05/21 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 소스SIG Group AG는 26명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Pallav MittalBarclaysBenjamin ThielmannBerenbergChiara Di GiammariaBerenberg23명의 분석가 더 보기
공시 • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.
공시 • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.
공시 • Mar 24SIG Group AG, Annual General Meeting, Apr 16, 2026SIG Group AG, Annual General Meeting, Apr 16, 2026, at 14:00 W. Europe Standard Time.
Reported Earnings • Mar 04Full year 2025 earnings released: €0.23 loss per share (vs €0.51 profit in FY 2024)Full year 2025 results: €0.23 loss per share (down from €0.51 profit in FY 2024). Revenue: €3.25b (down 2.4% from FY 2024). Net loss: €87.0m (down 145% from profit in FY 2024). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
공시 • Feb 10SIG Group AG to Report First Half, 2026 Results on Jul 28, 2026SIG Group AG announced that they will report first half, 2026 results on Jul 28, 2026
공시 • Nov 18SIG Group AG Appoints Mikko Keto as Chief Executive OfficerSIG Group AG announced that, following an extensive global search, its Board of Directors has appointed Mikko Keto as the Company's Chief Executive Officer. He is expected to join in the first half of 2026. Mikko Keto joins SIG from FLSmidth. Mr. Keto joined FLSmidth in 2021 as President of the Mining division prior to becoming Group CEO in 2022. As CEO, he executed a comprehensive business transformation, including a financial and operational reset, portfolio optimization involving both a major divestment and merger, as well as a global efficiency and cost-reduction program. Mr. Keto doubled the value of FLSmidth during his tenure. Prior to joining FLSmidth, Mr. Keto spent over nine years at Metso Corporation, latterly serving as President, Services and Pumps. During his career, Mr. Keto has delivered business transformation across several companies including Nokia Networks, KONE Corporation, Metso Corporation, and FLSmidth. Since 2019, Mr. Keto has also served as a board director and member of the Audit Committee for the Normet Group. Mr. Keto has a degree in M.Sc. (Economics) from the Helsinki School of Economics. He will be based at SIG's headquarters in Switzerland.
공시 • Nov 01SIG Group AG Provides Earnings Guidance for the Year 2026SIG Group AG provided earnings guidance for the year 2026. The Group expects 2026 revenue growth in the region of 0-2% at constant currency and constant resin. This reflects continued subdued market conditions, partially offset by SIG’s expected ability to outperform the market.
공시 • Oct 31SIG Group AG Expects Re-Instates Dividend Payment for the Year Ending 31 December 2026SIG Group AG announced that after the pause in the dividend payment for the year ending 31 December 2025, the Group expects to re-instate dividends for the year ending 31 December 2026 with a payout ratio of 30%-50% of adjusted net income.
공시 • Oct 28SIG Group AG Confirms Earnings Guidance for the Full Year 2025SIG Group AG confirmed earnings guidance for the full year 2025. For the year, the company expects slightly negative to flat revenue growth at constant currency and constant resin.
공시 • Sep 24SIG Group AG to Report Fiscal Year 2025 Results on Mar 03, 2026SIG Group AG announced that they will report fiscal year 2025 results on Mar 03, 2026
New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (77% net debt to equity). Dividend is not well covered by earnings (100% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change).
공시 • Sep 19+ 1 more updateSIG Group AG Proposes to Pause Cash Dividend for the Year 2025SIG Group AG announced that given the Company’s increased focus on capital discipline, including its priority to reduce debt levels, the Board of Directors proposes to pause the cash dividend for the year 2025.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to CHF9.97, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF17.60 per share.
Reported Earnings • Aug 02First half 2025 earnings released: EPS: €0.24 (vs €0.22 in 1H 2024)First half 2025 results: EPS: €0.24 (up from €0.22 in 1H 2024). Revenue: €1.58b (flat on 1H 2024). Net income: €91.0m (up 7.2% from 1H 2024). Profit margin: 5.8% (up from 5.4% in 1H 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to CHF13.46. The fair value is estimated to be CHF17.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Jun 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to CHF16.64. The fair value is estimated to be CHF20.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 44%After last week's 44% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF30.25 per share.
Board Change • Apr 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Martine Snels was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Apr 10+ 1 more updateSIG Group AG Announces Board ChangesSIG Group AG at its AGM held on April 8, 2025, elected Ola Rollén as a Board member and as chair of the Board. In addition, Niren Chaudhary and Urs Riedener have been elected as new board members. Andreas Umbach, Matthias Währen, Wah-Hui Chu, and Laurens Last for their contributions, all of whom did not stand for re-election in 2025. Andreas, Matthias, and Wah had served on the Board since the Group’s IPO in 2018.
Upcoming Dividend • Apr 04Upcoming dividend of CHF0.49 per shareEligible shareholders must have bought the stock before 11 April 2025. Payment date: 15 April 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (3.4%).
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 36%After last week's 36% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF39.47 per share.
공시 • Mar 14SIG Group AG, Annual General Meeting, Apr 08, 2025SIG Group AG, Annual General Meeting, Apr 08, 2025, at 14:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Mar 10Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF37.34 per share.
New Risk • Feb 26New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 72% Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Dividend is not well covered by earnings (72% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Feb 26Full year 2024 earnings released: EPS: €0.51 (vs €0.64 in FY 2023)Full year 2024 results: EPS: €0.51 (down from €0.64 in FY 2023). Revenue: €3.33b (up 3.0% from FY 2023). Net income: €194.5m (down 20% from FY 2023). Profit margin: 5.8% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF20.93 per share.
공시 • Feb 12SIG Group AG to Report First Half, 2025 Results on Jul 29, 2025SIG Group AG announced that they will report first half, 2025 results on Jul 29, 2025
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 23%After last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF23.01 per share.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 30%After last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF25.16 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 8.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.31 per share.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 39%After last week's 39% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 3.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.00 per share.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 41%After last week's 41% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Packaging industry in Europe. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF26.40 per share.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 40%After last week's 40% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 6.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF27.42 per share.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 27%After last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 13x in the Packaging industry in Europe. Total returns to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.
Buy Or Sell Opportunity • Oct 15Now 21% undervaluedOver the last 90 days, the stock has risen 9.4% to CHF18.74. The fair value is estimated to be CHF23.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Jul 31First half 2024 earnings released: EPS: €0.22 (vs €0.14 in 1H 2023)First half 2024 results: EPS: €0.22 (up from €0.14 in 1H 2023). Revenue: €1.57b (up 2.2% from 1H 2023). Net income: €84.9m (up 61% from 1H 2023). Profit margin: 5.4% (up from 3.4% in 1H 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Packaging industry in Europe.
공시 • Jul 16SIG Group AG to Report Fiscal Year 2024 Results on Feb 25, 2025SIG Group AG announced that they will report fiscal year 2024 results on Feb 25, 2025
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 26%After last week's 26% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 1.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF24.04 per share.
Upcoming Dividend • Apr 19Upcoming dividend of CHF0.48 per shareEligible shareholders must have bought the stock before 26 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (3.4%).
Declared Dividend • Mar 28Dividend of CHF0.48 announcedShareholders will receive a dividend of CHF0.48. Ex-date: 26th April 2024 Payment date: 30th April 2024 Dividend yield will be 2.4%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (71% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 38%After last week's 38% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Packaging industry in Europe. Total returns to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF27.55 per share.
공시 • Feb 28SIG Group AG to Report First Half, 2024 Results on Jul 25, 2024SIG Group AG announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: €0.64 (vs €0.10 in FY 2022)Full year 2023 results: EPS: €0.64 (up from €0.10 in FY 2022). Revenue: €3.23b (up 16% from FY 2022). Net income: €243.2m (up €205.4m from FY 2022). Profit margin: 7.5% (up from 1.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Packaging industry in Europe.
공시 • Dec 06SIG Appoints Allison Sutera as President, North AmericaSIG announced appointment of Allison Sutera to the role of President, SIG North America. In her new position, Ms. Sutera will have responsibility for Canada, USA, Mexico, and Central America for the entire SIG portfolio, representing the aseptic carton, bag-in-box, and spouted pouch businesses and play a key role in development of SIG in North America. Prior to joining SIG, Ms. Sutera spent time within the food and beverage industry with a career that has spanned CPG, foodservice, hospitality, and technology companies. She began her career at Pepsi Bottling Group and has held progressive and substantial leadership roles at PepsiCo, Kellogg's, and Aramark. Most recently, she served as the Chief Growth Officer at a foodservice technology company, 365 Retail Markets, where she led marketing, commercial, key acquisitions, and international divisions. Ms. Sutera holds a bachelor's degree in international business from the University of Kansas, and an MBA from the University of Colorado. She is based out of SIG's North America headquarters in Northlake, IL, USA.
공시 • Nov 26SIG Group AG, Annual General Meeting, Apr 23, 2024SIG Group AG, Annual General Meeting, Apr 23, 2024.
Buying Opportunity • Oct 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CHF25.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.
공시 • Jul 29SIG Group AG to Report Fiscal Year 2023 Results on Feb 27, 2024SIG Group AG announced that they will report fiscal year 2023 results on Feb 27, 2024
Reported Earnings • Jul 27First half 2023 earnings released: EPS: €0.14 (vs €0.19 in 1H 2022)First half 2023 results: EPS: €0.14 (down from €0.19 in 1H 2022). Revenue: €1.54b (up 35% from 1H 2022). Net income: €52.6m (down 21% from 1H 2022). Profit margin: 3.4% (down from 5.8% in 1H 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Packaging industry in Europe.
New Risk • Jul 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin).
공시 • May 06SIG Group AG to Report First Half, 2023 Results on Jul 25, 2023SIG Group AG announced that they will report first half, 2023 results on Jul 25, 2023
Upcoming Dividend • Apr 18Upcoming dividend of CHF0.47 per share at 1.9% yieldEligible shareholders must have bought the stock before 25 April 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.2%).
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: €0.10 (vs €0.51 in FY 2021)Full year 2022 results: EPS: €0.10 (down from €0.51 in FY 2021). Revenue: €2.78b (up 35% from FY 2021). Net income: €37.8m (down 78% from FY 2021). Profit margin: 1.4% (down from 8.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Packaging industry in Europe.
Buying Opportunity • Feb 09Now 21% undervaluedOver the last 90 days, the stock is up 2.7%. The fair value is estimated to be CHF28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Jan 19Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be CHF28.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.2% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Packaging industry in Europe. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at CHF41.93 per share.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 18% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 14x in the Packaging industry in Europe. Total loss to shareholders of 1.5% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF39.37 per share.
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Total returns to shareholders of 2.0% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CHF46.40 per share.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.68 per share.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improved over the past weekAfter last week's 25% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF31.93 per share.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF34.93 per share.
Buying Opportunity • Sep 19Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be CHF28.22, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Aug 30Now 21% undervaluedOver the last 90 days, the stock is up 8.6%. The fair value is estimated to be CHF28.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Jul 27First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €92.0m from profit in 1H 2021). Profit margin: (down from 9.5% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 26%, compared to a 18% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF27.25 per share.
공시 • Jul 07SIG Group AG to Report Fiscal Year 2022 Results on Feb 28, 2023SIG Group AG announced that they will report fiscal year 2022 results on Feb 28, 2023
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improved over the past weekAfter last week's 27% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF28.77 per share.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Packaging industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at CHF26.87 per share.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 30% share price gain to CHF24.60, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Packaging industry in Europe.
Reported Earnings • Mar 03Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.51 (up from €0.21 in FY 2020). Revenue: €2.06b (up 14% from FY 2020). Net income: €172.1m (up 153% from FY 2020). Profit margin: 8.3% (up from 3.7% 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 12%, compared to a 12% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Jan 27Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €26.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last year. The company has become profitable over the last 3 years.