View ValuationSTEF 향후 성장Future 기준 점검 3/6STEF (는) 각각 연간 23.6% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 23.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.6% 로 예상됩니다.핵심 정보23.6%이익 성장률23.69%EPS 성장률Transportation 이익 성장10.7%매출 성장률3.0%향후 자기자본이익률11.55%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • Apr 20Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.Reported Earnings • Mar 18Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.Reported Earnings • Sep 06First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock has risen 10.0% to €138. The fair value is estimated to be €174, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • Jun 20Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €134. The fair value is estimated to be €169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €128. The fair value is estimated to be €160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.4%).Buy Or Sell Opportunity • Apr 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €123. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.공시 • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris FranceDeclared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (4.6%).Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Transportation industry in Europe.공시 • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024공시 • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.공시 • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.Buying Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Buying Opportunity • May 31Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.9%).Reported Earnings • Mar 11Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 1.4% growth forecast for the Transportation industry in the United Kingdom.공시 • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 2.6% growth forecast for the Transportation industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (4.7%).Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.3%, compared to a 15% growth forecast for the industry in the United Kingdom.Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.7%).Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.0002%. Over the next year, revenue is forecast to grow 7.4% compared to a 7.3% decline forecast for the Transportation industry in the United Kingdom.Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Feb 15New 90-day high: €77.70The company is up 7.0% from its price of €72.28 on 16 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €125 per share.Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 55% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 52% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 70% share price gain to €110, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 7x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 24%.이익 및 매출 성장 예측LSE:0NY3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285,611187165479312/31/20275,452163131436312/31/20265,300135110406312/31/20255,11984-2305N/A6/30/20254,9509777389N/A3/31/20254,87512359393N/A12/31/20244,80114942397N/A6/30/20244,588164-35311N/A3/31/20244,515169-7334N/A12/31/20234,44217521357N/A9/30/20234,40817623339N/A6/30/20234,37517725321N/A3/31/20234,26717732292N/A12/31/20224,16017839263N/A9/30/20223,99716292301N/A6/30/20223,834145145339N/A3/31/20223,670128174354N/A12/31/20213,507110203368N/A9/30/20213,399107173346N/A6/30/20213,291103143324N/A3/31/20213,2188878273N/A12/31/20203,1457313221N/A9/30/20203,2067429219N/A6/30/20203,2667544216N/A3/31/20203,3548877241N/A12/31/20193,441100111265N/A9/30/20193,402101N/A259N/A6/30/20193,363101N/A254N/A3/31/20193,30998N/A244N/A12/31/20183,25594N/A235N/A9/30/20183,17895N/A200N/A6/30/20183,10096N/A166N/A3/31/20183,03895N/A175N/A12/31/20172,97694N/A184N/A9/30/20172,93790N/A198N/A6/30/20172,89887N/A212N/A3/31/20172,86187N/A196N/A12/31/20162,82487N/A180N/A9/30/20162,82589N/A172N/A6/30/20162,82590N/A163N/A3/31/20162,82683N/A154N/A12/31/20152,82675N/A145N/A9/30/20152,81173N/A155N/A6/30/20152,79570N/A165N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0NY3 의 연간 예상 수익 증가율(23.6%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0NY3 의 연간 수익(23.6%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0NY3 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 0NY3 의 수익(연간 3%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0NY3 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0NY3의 자본 수익률은 3년 후 11.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 13:05종가2026/05/21 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 소스STEF SA는 9명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alexandre PlaudCIC Market Solutions (ESN)Mohamed MansourDegroof PetercamGuillaume CuvillierGilbert Dupont6명의 분석가 더 보기
Reported Earnings • Apr 20Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 20Dividend reduced to €2.70Dividend of €2.70 is 35% lower than last year. Ex-date: 27th April 2026 Payment date: 29th April 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 101% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 19STEF SA announces Annual dividend, payable on April 29, 2026STEF SA announced Annual dividend of EUR 2.7000 per share payable on April 29, 2026, ex-date on April 27, 2026 and record date on April 28, 2026.
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: €6.68 (vs €11.89 in FY 2024)Full year 2025 results: EPS: €6.68 (down from €11.89 in FY 2024). Revenue: €5.12b (up 6.6% from FY 2024). Net income: €84.3m (down 43% from FY 2024). Profit margin: 1.6% (down from 3.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Mar 14STEF SA, Annual General Meeting, Apr 23, 2026STEF SA, Annual General Meeting, Apr 23, 2026.
Reported Earnings • Sep 06First half 2025 earnings released: EPS: €1.26 (vs €5.44 in 1H 2024)First half 2025 results: EPS: €1.26 (down from €5.44 in 1H 2024). Revenue: €2.47b (up 6.4% from 1H 2024). Net income: €15.8m (down 77% from 1H 2024). Profit margin: 0.6% (down from 2.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 26Now 21% undervaluedOver the last 90 days, the stock has risen 10.0% to €138. The fair value is estimated to be €174, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • Jun 20Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €134. The fair value is estimated to be €169, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €128. The fair value is estimated to be €160, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period.
Upcoming Dividend • Apr 30Upcoming dividend of €4.15 per shareEligible shareholders must have bought the stock before 07 May 2025. Payment date: 09 May 2025. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (3.4%).
Buy Or Sell Opportunity • Apr 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to €123. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 9.4%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
공시 • Apr 09STEF SA, Annual General Meeting, Apr 30, 2025STEF SA, Annual General Meeting, Apr 30, 2025. Location: 93 boulevard malesherbes, paris France
Declared Dividend • Mar 26Dividend reduced to €4.15Dividend of €4.15 is 19% lower than last year. Ex-date: 7th May 2025 Payment date: 9th May 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Apr 23Upcoming dividend of €5.10 per shareEligible shareholders must have bought the stock before 30 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (4.6%).
Declared Dividend • Mar 20Dividend increased to €5.10Dividend of €5.10 is 27% higher than last year. Ex-date: 30th April 2024 Payment date: 3rd May 2024 Dividend yield will be 3.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (316% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 5.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €4.44b (up 4.2% from FY 2022). Net income: €174.7m (up 19% from FY 2022). Profit margin: 3.9% (up from 3.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Transportation industry in Europe.
공시 • Mar 09STEF SA to Report First Half, 2024 Results on Sep 05, 2024STEF SA announced that they will report first half, 2024 results on Sep 05, 2024
공시 • Oct 28STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V.STEF SA (ENXTPA:STF) signed an agreement to acquire Bakker Logistiek Groep B.V. on October 26, 2023. BAKKER Logistiek generated the revenue of €150 million for the year ended 2022. The transaction is subject to approval from the ACM, the Dutch competition authority as well as regulatory consultation procedures. The transaction is expected to close in the first quarter of 2024.
공시 • Oct 10STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv.STEF SA (ENXTPA:STF) signed an agreement to acquire Transwest Nv on October 9, 2023. Completion of the acquisition is scheduled for the end of October 2023.
Buying Opportunity • Jun 21Now 20% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €134, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Buying Opportunity • May 31Now 22% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Buying Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Upcoming Dividend • Apr 26Upcoming dividend of €4.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 03 May 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.9%).
Reported Earnings • Mar 11Full year 2022 earnings releasedFull year 2022 results: Revenue: €4.26b (up 22% from FY 2021). Net income: €146.4m (up 33% from FY 2021). Profit margin: 3.4% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 1.4% growth forecast for the Transportation industry in the United Kingdom.
공시 • Feb 10Stef Enters into Discussions with CMA-CGM on La Méridionale SaleSTEF SA (ENXTPA:STF) has entered into discussions with the CMA CGM S.A. with a view to the possible sale of La Méridionale SA.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Sophie Breuil was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Sep 20+ 1 more updateSTEF SA, Annual General Meeting, Apr 27, 2023STEF SA, Annual General Meeting, Apr 27, 2023.
Reported Earnings • Sep 04First half 2022 earnings released: EPS: €5.32 (vs €3.66 in 1H 2021)First half 2022 results: EPS: €5.32 (up from €3.66 in 1H 2021). Revenue: €2.01b (up 23% from 1H 2021). Net income: €66.0m (up 46% from 1H 2021). Profit margin: 3.3% (up from 2.8% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.9%, compared to a 2.6% growth forecast for the Transportation industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 27Upcoming dividend of €3.00 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 05 May 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (4.7%).
Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €3.51b (up 12% from FY 2020). Net income: €110.0m (up 51% from FY 2020). Profit margin: 3.1% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.3%, compared to a 15% growth forecast for the industry in the United Kingdom.
Reported Earnings • Sep 08First half 2021 earnings released: EPS €3.66 (vs €1.20 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €1.64b (up 9.8% from 1H 2020). Net income: €45.3m (up 205% from 1H 2020). Profit margin: 2.8% (up from 1.0% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 1% per year.
Upcoming Dividend • Apr 28Upcoming dividend of €2.50 per shareEligible shareholders must have bought the stock before 04 May 2021. Payment date: 06 May 2021. Trailing yield: 5.5%. Within top quartile of British dividend payers (4.1%). In line with average of industry peers (5.7%).
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.0002%. Over the next year, revenue is forecast to grow 7.4% compared to a 7.3% decline forecast for the Transportation industry in the United Kingdom.
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.15b (down 8.6% from FY 2019). Net income: €72.8m (down 27% from FY 2019). Profit margin: 2.3% (down from 2.9% in FY 2019). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Feb 15New 90-day high: €77.70The company is up 7.0% from its price of €72.28 on 16 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €125 per share.
Valuation Update With 7 Day Price Move • Nov 30Market bids up stock over the past weekAfter last week's 55% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.8x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.
Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 52% share price gain to €110, the stock is trading at a trailing P/E ratio of 11.6x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 25%.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 70% share price gain to €110, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 7x. This compares to an average P/E of 14x in the Transportation industry in Europe. Total returns to shareholders over the past three years are 24%.