Kingfisher plc

LSE:KGF 주식 리포트

시가총액: UK£4.8b

Kingfisher 향후 성장

Future 기준 점검 2/6

Kingfisher (는) 각각 연간 13% 및 1.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.4% 로 예상됩니다.

핵심 정보

13.0%

이익 성장률

14.87%

EPS 성장률

Specialty Retail 이익 성장12.8%
매출 성장률1.8%
향후 자기자본이익률7.42%
애널리스트 커버리지

Good

마지막 업데이트15 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Jun 15

KGF: Future Returns Will Reflect Mixed Street Views And AI Progress

Kingfisher's analyst price target has been trimmed slightly to £2.95, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E following a combination of recent target cuts and a raise from major banks. Analyst Commentary Recent research shows a mix of optimism and caution around Kingfisher, with small moves in price targets reflecting fine tuning rather than major shifts in conviction.
내러티브 업데이트 Jun 01

KGF: Future Returns Will Balance Mixed Street Views And AI Execution

Analysts have trimmed the Kingfisher price target to £2.955 from £3.10, reflecting updated views on fair value, discount rates, and earnings potential after recent mixed moves in Street targets from Berenberg, Jefferies, Deutsche Bank, and Barclays. Analyst Commentary Recent Street research on Kingfisher has been mixed, with some analysts raising targets and others trimming them.
내러티브 업데이트 May 04

KGF: Execution Risks Around AI Partnership Will Pressure Future Share Returns

Analysts have increased their Kingfisher fair value estimate from £2.40 to £2.55, reflecting recent mixed price target revisions, a slightly higher discount rate, modestly adjusted expectations for revenue growth and margins, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Kingfisher shows a mixed backdrop, with some positive revisions sitting alongside more cautious views.
내러티브 업데이트 Apr 20

KGF: Future Returns Will Balance AI Execution With Share Buyback Delivery

Kingfisher's analyst price target has been adjusted to £3.20. This reflects small tweaks to fair value, discount rate and profit expectations as analysts balance mixed recent target changes from Jefferies, Deutsche Bank and Barclays.
내러티브 업데이트 Apr 05

KGF: Higher Fair Value Views Will Reflect AI Partnership Execution Potential

Analysts have lifted Kingfisher's fair value estimate, reflected in higher price targets, such as the move to £3.30 from £2.95, supported by updated assumptions on discount rate, profit margins and future P/E levels. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a £3.30 price target as consistent with updated assumptions on P/E and margins, suggesting the current share price does not fully reflect their revised fair value work.
분석 기사 Apr 02

Statutory Profit Doesn't Reflect How Good Kingfisher's (LON:KGF) Earnings Are

Even though Kingfisher plc ( LON:KGF ) posted strong earnings, investors appeared to be underwhelmed. We have done some...
내러티브 업데이트 Mar 21

KGF: Higher P/E And Execution Risks Will Pressure Future Share Returns

Narrative Update on Kingfisher Analysts have lifted their price target on Kingfisher to £3.30 from £2.95, based on updated assumptions regarding the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research keeps a cautious tone around Kingfisher, even with the price target move to £3.30.
내러티브 업데이트 Mar 07

KGF: Higher Fair Value Views Will Support Cautious Earnings Outlook

Analysts have nudged their Kingfisher price target higher to £3.30 from £2.95, reflecting updated views on fair value assumptions and earnings potential. Analyst Commentary Recent research points to a higher assessed fair value for Kingfisher, even as some analysts stay cautious on the shares.
내러티브 업데이트 Feb 21

KGF: Small Discount Rate Shift Will Sustain Bearish Fair Value View

Analysts have nudged their Kingfisher price target slightly higher to £3.11 from £3.09, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that leave their fair value view broadly unchanged overall. Valuation Changes Fair Value: The price target fair value has edged up slightly to £3.11 from £3.09, reflecting small tweaks to the model rather than a major shift in view.
내러티브 업데이트 Feb 06

KGF: Higher Earnings Multiple Will Magnify Risks From Softer Profit Margins

Analysts have revised their Kingfisher price targets, reflecting slightly different assumptions for the discount rate, modestly adjusted expectations for revenue growth and profit margins, and an updated future P/E multiple now estimated at about 13.63x. Valuation Changes Fair Value: Modelled fair value remains unchanged at 2.4, indicating no adjustment to the core valuation output.
분석 기사 Jan 27

Kingfisher plc (LON:KGF) Shares Could Be 23% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Kingfisher is UK£2.62 based on 2 Stage Free Cash Flow to Equity Kingfisher's...
내러티브 업데이트 Jan 23

KGF: Fair Value View Will Reflect Slight Shifts In Pricing Assumptions

Analysts have nudged their price targets for Kingfisher slightly higher, reflecting small model updates to the discount rate, long term revenue growth, profit margin assumptions and future P/E outlook. Valuation Changes Fair Value: Modelled fair value per share is unchanged at €3.09, indicating no adjustment to the core valuation output.
분석 기사 Jan 13

Is Kingfisher (LON:KGF) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Jan 08

KGF: Fair Value View Will See Shares Track Modest Repricing Risk

Analysts have nudged their price target for Kingfisher higher to £3.09 from £3.04, reflecting small adjustments to fair value, discount rate assumptions, revenue growth expectations, profit margin outlook and future P/E forecasts. Valuation Changes Fair Value: revised slightly higher from £3.04 to £3.09.
내러티브 업데이트 Dec 22

KGF: Higher Earnings Multiple Will Expose Shares To Execution Risks

Analysts have modestly lifted their price target on Kingfisher from £2.35 to £2.40, citing expectations for stronger revenue growth and a higher future earnings multiple, despite a slightly higher discount rate and marginally lower profit margins. Analyst Commentary Recent Street research continues to highlight a cautious stance on Kingfisher, even as some targets edge higher.
내러티브 업데이트 Dec 08

KGF: Shares Will Reflect Modest Upside Amid Cautious Outlook

Analysts have modestly raised their price target on Kingfisher to 290 GBp from 260 GBp. This reflects slightly stronger expectations for revenue growth and profit margins, despite a marginally higher discount rate and a small trim to fair value and future P/E assumptions. Analyst Commentary Bullish analysts view the higher price target as confirmation that Kingfisher can deliver modest upside from current levels, supported by gradual improvement in revenue trends and operational efficiency.
분석 기사 Nov 29

Is Kingfisher plc (LON:KGF) Potentially Undervalued?

Kingfisher plc ( LON:KGF ), might not be a large cap stock, but it received a lot of attention from a substantial price...
내러티브 업데이트 Nov 24

KGF: Shares Will Reflect Cautious Outlook Amid Shifting Consumer Sentiment

Kingfisher’s analyst price target has increased from £2.60 to £2.90, as analysts cite a more optimistic outlook driven by improved revenue growth while noting lingering caution around consumer trends. Analyst Commentary Recent research coverage on Kingfisher highlights a mix of bullish and cautious perspectives.
분석 기사 Nov 14

Returns On Capital At Kingfisher (LON:KGF) Have Stalled

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
내러티브 업데이트 Nov 07

KGF: Shares Will Remain Stable Amid UK Consumer Uncertainty

Analysts have modestly increased their average price target for Kingfisher, now expecting shares to reach approximately 285 GBp compared to prior estimates. Recent research reflects cautious optimism, balanced by concerns over consumer trends in the UK market.
분석 기사 Oct 28

A Look At The Fair Value Of Kingfisher plc (LON:KGF)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingfisher fair value estimate is UK£2.67 Current share price...
내러티브 업데이트 Oct 24

Profitability And Operational Efficiency Will Drive Future Performance And Market Confidence

Analysts have modestly increased their price target for Kingfisher to £2.90, up from £2.60. This change is based on an updated profit outlook and a slightly improved fair value estimate, despite tempered revenue growth expectations.
분석 기사 Oct 03

After Leaping 25% Kingfisher plc (LON:KGF) Shares Are Not Flying Under The Radar

Kingfisher plc ( LON:KGF ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
분석 기사 Sep 26

Kingfisher (LON:KGF) Has Affirmed Its Dividend Of £0.038

The board of Kingfisher plc ( LON:KGF ) has announced that it will pay a dividend on the 14th of November, with...
내러티브 업데이트 Sep 25

E-commerce Expansion Into France And Poland Will Improve Profitability

Analysts have modestly raised Kingfisher’s price target to £3.00, reflecting resilience and segment outperformance despite continued sector headwinds and concerns over UK consumer sentiment. Analyst Commentary Bearish analysts remain cautious on Kingfisher's outlook, despite raising price targets, citing persistent sector headwinds.
분석 기사 Aug 16

What You Can Learn From Kingfisher plc's (LON:KGF) P/E

LSE:KGF 1 Year Share Price vs Fair Value Explore Kingfisher's Fair Values from the Community and select yours When...
분석 기사 Jul 26

Return Trends At Kingfisher (LON:KGF) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 Jul 08

Does Kingfisher (LON:KGF) 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...
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새로운 내러티브 Feb 09

E-commerce And Market Share Expansion In UK And Poland Set To Drive Future Prospects

Strategic cost reduction and store modernization initiatives likely to enhance margins and support earnings growth.

이익 및 매출 성장 예측

LSE:KGF - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202913,6994764381,00713
1/31/202813,4024424211,08616
1/31/202713,1044104531,10716
1/31/202612,9452451,0451,433N/A
10/31/202512,8922151,0781,427N/A
7/31/202512,8391851,1111,420N/A
4/30/202512,8121851,0481,361N/A
1/31/202512,7841859851,302N/A
10/31/202412,8202651,0181,353N/A
7/31/202412,8563451,0511,403N/A
4/30/202412,9183451,0051,362N/A
1/31/202412,9803459581,321N/A
10/31/202313,0553408011,197N/A
7/31/202313,1303356441,073N/A
4/30/202313,095403508947N/A
1/31/202313,059471371820N/A
10/31/202212,975566278727N/A
7/31/202212,891660184634N/A
4/30/202213,037752483906N/A
1/31/202213,1838437811,178N/A
10/31/202113,353837N/AN/AN/A
7/31/202113,5238311,0121,337N/A
4/30/202112,9337121,1911,494N/A
1/31/202112,3435921,3691,650N/A
10/31/202011,890373N/AN/AN/A
7/31/202011,4371541,3841,650N/A
4/30/202011,475819701,274N/A
1/31/202011,5138555897N/A
10/31/201911,55883N/A974N/A
7/31/201911,602158N/A1,051N/A
4/30/201911,644176N/A1,081N/A
1/31/201911,685193N/A1,111N/A
10/31/201811,706306N/A698N/A
7/31/201811,727396N/A534N/A
4/30/201811,691441N/A414N/A
1/31/201811,655485N/A293N/A
10/31/201711,570535N/A419N/A
7/31/201711,484584N/A545N/A
4/30/201711,355597N/A663N/A
1/31/201711,225610N/A781N/A
10/31/201610,962513N/A881N/A
7/31/201610,698415N/A981N/A
4/30/201610,570414N/A897N/A
1/31/201610,441412N/A813N/A
10/31/201510,566506N/AN/AN/A
8/1/201510,690600N/A679N/A

애널리스트 향후 성장 전망

수입 대 저축률: KGF 의 연간 예상 수익 증가율(13%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: KGF 의 연간 수익(13%)이 UK 시장(11.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: KGF 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: KGF 의 수익(연간 1.8%)이 UK 시장(연간 4.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: KGF 의 수익(연간 1.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: KGF의 자본 수익률은 3년 후 7.4%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/29 08:59
종가2026/06/26 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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산업 및 섹터 지표

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분석가 소스

Kingfisher plc는 38명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher WalkerBarclays
Matthew ClementsBarclays
Karen HowlandBarclays