View ValuationNOS S.G.P.S 향후 성장Future 기준 점검 0/6NOS S.G.P.S 의 수익은 연간 0.4% 감소할 것으로 예상되는 반면, 연간 수익은 1.9% 로 증가할 것으로 예상됩니다. EPS는 연간 2.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.6% 로 예상됩니다.핵심 정보-0.4%이익 성장률-2.56%EPS 성장률Telecom 이익 성장21.2%매출 성장률1.9%향후 자기자본이익률18.60%애널리스트 커버리지Good마지막 업데이트12 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Mar 27NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026. Location: lisbon Portugal공시 • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026공시 • Apr 15NOS, S.G.P.S., S.A. announces Annual dividend, payable on April 24, 2025NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.공시 • Mar 19NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. As on March 7, 2025, The transaction is approved by Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres, Philipp Melcher of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited on March 17, 2025.공시 • Jan 28NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A.공시 • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025공시 • Jul 23NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering.NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering on July 23, 2024. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of 20% stake in DareData Engineering on July 23, 2024.공시 • Feb 20NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024.공시 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024공시 • Nov 15Nos Announces the Resignation of Jose Pedro Da Costa as Executive Member of Its Board of Directors, Effective31 December 2023Nos announced that Jose Pedro da Costa has resigned as an executive member of its board of directors, as well as from the other companies in the group where he performs functions. The resignation takes effect on 31 December 2023.Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.53, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.41 per share.Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.20 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: €0.086 (vs €0.085 in 2Q 2021)Second quarter 2022 results: EPS: €0.086 (up from €0.085 in 2Q 2021). Revenue: €368.5m (up 8.1% from 2Q 2021). Net income: €44.2m (up 2.0% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 2.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Reported Earnings • May 26First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.7%, compared to a 2.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 2.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 09 May 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of British dividend payers (4.7%). Higher than average of industry peers (4.0%).Reported Earnings • Mar 08Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.28 (up from €0.17 in FY 2020). Revenue: €1.43b (up 4.6% from FY 2020). Net income: €144.2m (up 69% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 3.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.09 (vs €0.086 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €366.5m (up 5.6% from 3Q 2020). Net income: €46.1m (up 4.5% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.Reported Earnings • Jun 05First quarter 2021 earnings released: EPS €0.059 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.06 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 8.9%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.6%).Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 5.0% growth forecast for the Telecom industry in the United Kingdom.Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.17 (vs €0.28 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.37b (down 14% from FY 2019). Net income: €85.6m (down 40% from FY 2019). Profit margin: 6.3% (down from 9.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.Is New 90 Day High Low • Feb 19New 90-day low: €2.72The company is down 3.0% from its price of €2.80 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.91 per share.Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 4.0% compared to a 6.1% growth forecast for the Telecom industry in the United Kingdom.Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS €0.086The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €346.9m (down 6.4% from 3Q 2019). Net income: €44.1m (down 6.8% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.이익 및 매출 성장 예측BATS-CHIXE:NOSU - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,952249396N/A512/31/20271,887224353N/A912/31/20261,855208269N/A83/31/20261,832249N/AN/AN/A12/31/20251,823246401818N/A9/30/20251,785253357783N/A6/30/20251,760241420850N/A3/31/20251,714263448900N/A12/31/20241,696272446903N/A9/30/20241,663256459913N/A6/30/20241,638249371812N/A3/31/20241,619214331757N/A12/31/20231,597181278729N/A9/30/20231,581160239649N/A6/30/20231,554220217670N/A3/31/20231,529218205662N/A12/31/20221,521225171642N/A9/30/20221,50921518725N/A6/30/20221,49415611713N/A3/31/20221,46615513710N/A12/31/20211,43014429706N/A9/30/20211,399126143667N/A6/30/20211,380131179695N/A3/31/20211,360127198696N/A12/31/20201,36886204680N/A9/30/20201,38085227623N/A6/30/20201,40481218634N/A3/31/20201,44890221653N/A12/31/20191,458143N/A667N/A9/30/20191,501150N/A692N/A6/30/20191,525148N/A725N/A3/31/20191,549145N/A704N/A12/31/20181,576138N/A705N/A9/30/20181,566142N/A675N/A6/30/20181,563130N/A581N/A3/31/20181,561124N/A549N/A12/31/20171,559122N/A522N/A9/30/20171,551117N/A512N/A6/30/20171,539112N/A542N/A3/31/20171,52599N/A540N/A12/31/20161,51590N/A511N/A9/30/20161,50188N/A571N/A6/30/20161,48786N/A576N/A3/31/20161,47184N/A564N/A12/31/20151,44483N/A552N/A9/30/20151,42286N/A526N/A6/30/20151,40278N/A516N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NOSU 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.4%).수익 vs 시장: NOSU 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.4%).고성장 수익: NOSU 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: NOSU 의 수익(연간 1.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: NOSU 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NOSU의 자본 수익률은 3년 후 18.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 11:51종가2026/05/19 00:00수익2026/03/31연간 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 소스NOS, S.G.P.S., S.A.는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Fernando Cordero BarreiraBanco SantanderJonathan DannBarclaysMathieu RobilliardBarclays17명의 분석가 더 보기
공시 • Mar 27NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026NOS, S.G.P.S., S.A., Annual General Meeting, Apr 22, 2026. Location: lisbon Portugal
공시 • Feb 05+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2026 Results on May 11, 2026NOS, S.G.P.S., S.A. announced that they will report Q1, 2026 results on May 11, 2026
공시 • Apr 15NOS, S.G.P.S., S.A. announces Annual dividend, payable on April 24, 2025NOS, S.G.P.S., S.A. announced Annual dividend of EUR 0.3500 per share payable on April 24, 2025, ex-date on April 22, 2025 and record date on April 23, 2025.
공시 • Mar 19NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. As on March 7, 2025, The transaction is approved by Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres, Philipp Melcher of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited on March 17, 2025.
공시 • Jan 28NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million.NOS, S.G.P.S., S.A. (ENXTLS:NOS) reached an agreement to acquire CLARANET PORTUGAL - Telecomunicações, S.A. from Claranet Group Limited for approximately €150 million on January 27, 2025. A cash consideration of €152 million will be paid by NOS, S.G.P.S., S.A. As part of consideration, €152 million is paid towards common equity of CLARANET PORTUGAL - Telecomunicações, S.A. For the period ending December 31, 2024, CLARANET PORTUGAL - Telecomunicações, S.A. reported total revenue of €205 million and EBITDA of €15.4 million. The transaction is subject to clearance by the Portuguese Competition Authority. Jorge Simões Cortez, Gonçalo Fleming, Catarina Brito Ferreira, Vasco Stilwell de Andrade and Joaquim Vieira Peres of Morais Leitão, Galvão Teles, Soares da Silva & Associados acted as legal advisor to NOS, S.G.P.S., S.A.
공시 • Jan 15+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q4, 2024 Results on Feb 26, 2025NOS, S.G.P.S., S.A. announced that they will report Q4, 2024 results on Feb 26, 2025
공시 • Jul 23NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering.NOS, S.G.P.S., S.A. (ENXTLS:NOS) acquired 20% stake in DareData Engineering on July 23, 2024. NOS, S.G.P.S., S.A. (ENXTLS:NOS) completed the acquisition of 20% stake in DareData Engineering on July 23, 2024.
공시 • Feb 20NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024NOS, S.G.P.S., S.A., Annual General Meeting, Apr 12, 2024.
공시 • Jan 11+ 3 more updatesNOS, S.G.P.S., S.A. to Report Q1, 2024 Results on Apr 24, 2024NOS, S.G.P.S., S.A. announced that they will report Q1, 2024 results on Apr 24, 2024
공시 • Nov 15Nos Announces the Resignation of Jose Pedro Da Costa as Executive Member of Its Board of Directors, Effective31 December 2023Nos announced that Jose Pedro da Costa has resigned as an executive member of its board of directors, as well as from the other companies in the group where he performs functions. The resignation takes effect on 31 December 2023.
Valuation Update With 7 Day Price Move • May 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.53, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.41 per share.
Reported Earnings • Mar 20Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: €0.44 (vs €0.28 in FY 2021)Full year 2022 results: EPS: €0.44 (up from €0.28 in FY 2021). Revenue: €1.52b (up 6.3% from FY 2021). Net income: €224.6m (up 56% from FY 2021). Profit margin: 15% (up from 10% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Jan 19+ 1 more updateNOS, S.G.P.S., S.A. to Report Q3, 2023 Results on Nov 02, 2023NOS, S.G.P.S., S.A. announced that they will report Q3, 2023 results on Nov 02, 2023
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.20 (vs €0.09 in 3Q 2021)Third quarter 2022 results: EPS: €0.20 (up from €0.09 in 3Q 2021). Revenue: €381.5m (up 4.1% from 3Q 2021). Net income: €106.0m (up 130% from 3Q 2021). Profit margin: 28% (up from 13% in 3Q 2021). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: €0.086 (vs €0.085 in 2Q 2021)Second quarter 2022 results: EPS: €0.086 (up from €0.085 in 2Q 2021). Revenue: €368.5m (up 8.1% from 2Q 2021). Net income: €44.2m (up 2.0% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 2.3%, compared to a 2.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Reported Earnings • May 26First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.7%, compared to a 2.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.08 (vs €0.059 in 1Q 2021)First quarter 2022 results: EPS: €0.08 (up from €0.059 in 1Q 2021). Revenue: €373.2m (up 11% from 1Q 2021). Net income: €41.1m (up 35% from 1Q 2021). Profit margin: 11% (up from 9.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 2.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 09 May 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of British dividend payers (4.7%). Higher than average of industry peers (4.0%).
Reported Earnings • Mar 08Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €0.28 (up from €0.17 in FY 2020). Revenue: €1.43b (up 4.6% from FY 2020). Net income: €144.2m (up 69% from FY 2020). Profit margin: 10% (up from 6.3% in FY 2020). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.3%, compared to a 3.1% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Nov 08Third quarter 2021 earnings released: EPS €0.09 (vs €0.086 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: €366.5m (up 5.6% from 3Q 2020). Net income: €46.1m (up 4.5% from 3Q 2020). Profit margin: 13% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 12% per year.
Reported Earnings • Jun 05First quarter 2021 earnings released: EPS €0.059 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year and the company’s share price has also fallen by 13% per year.
Reported Earnings • May 14First quarter 2021 earnings released: EPS €0.06 (vs €0.02 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: €337.4m (down 2.3% from 1Q 2020). Net income: €30.5m (up €41.0m from 1Q 2020). Profit margin: 9.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 14% per year.
Upcoming Dividend • Apr 28Upcoming dividend of €0.28 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 8.9%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.6%).
Analyst Estimate Surprise Post Earnings • Mar 12Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 3.8%, compared to a 5.0% growth forecast for the Telecom industry in the United Kingdom.
Reported Earnings • Mar 12Full year 2020 earnings released: EPS €0.17 (vs €0.28 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.37b (down 14% from FY 2019). Net income: €85.6m (down 40% from FY 2019). Profit margin: 6.3% (down from 9.0% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.
Is New 90 Day High Low • Feb 19New 90-day low: €2.72The company is down 3.0% from its price of €2.80 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.91 per share.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.1%. Over the next year, revenue is expected to shrink by 4.0% compared to a 6.1% growth forecast for the Telecom industry in the United Kingdom.
Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS €0.086The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2020 results: Revenue: €346.9m (down 6.4% from 3Q 2019). Net income: €44.1m (down 6.8% from 3Q 2019). Profit margin: 13% (in line with 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.