FirstGroup plc

LSE:FGP 주식 리포트

시가총액: UK£936.9m

FirstGroup 향후 성장

Future 기준 점검 0/6

FirstGroup 의 수익과 수익은 각각 연간 27.4% 및 3.2% 감소할 것으로 예상됩니다. EPS는 연간 1.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 14% 로 예상됩니다.

핵심 정보

-3.2%

이익 성장률

-1.91%

EPS 성장률

Transportation 이익 성장10.4%
매출 성장률-27.4%
향후 자기자본이익률13.96%
애널리스트 커버리지

Low

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 Jun 04

FGP: Higher Future P/E And Lower Discount Rate Will Support Upside

Analysts have slightly raised their price target on FirstGroup to £2.50, citing modest adjustments to the discount rate, revenue expectations, profit margin assumptions, and a higher future P/E multiple as the key drivers behind the change. What's in the News Analysts adjust the price target for FirstGroup to £2.50, reflecting updated views on the discount rate, revenue expectations, profit margin assumptions, and the future P/E multiple.
내러티브 업데이트 May 10

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have adjusted their price target on FirstGroup, with the latest fair value estimate holding at £2.50. Updated assumptions on the discount rate and future P/E have contributed to a more refined view of the stock.
내러티브 업데이트 Apr 24

FGP: Stable Margins And Higher Future P/E Will Support Upside

Analysts have reduced their price target on FirstGroup to £2.50 per share, citing only minor adjustments to the discount rate, revenue expectations, profit margins and future P/E assumptions, rather than any major shift in the investment case. Valuation Changes Fair Value: Fair value per share is held at £2.50, with no change to the central estimate.
내러티브 업데이트 Apr 10

FGP: Stronger Margin Outlook And Steady P/E Will Support Upside

Analysts have trimmed their price target on FirstGroup slightly, citing marginally higher discount rate assumptions, a small extra revenue decline and a modestly stronger profit margin outlook, which leaves their overall fair value estimate at £2.50 per share. Valuation Changes Fair Value: £2.50 per share is unchanged in the updated assessment.
내러티브 업데이트 Mar 26

FGP: Higher Future P/E Assumptions Will Support Upside Potential

Analysts have trimmed their price target on FirstGroup by £0.01, reflecting slightly lower fair value and profit margin assumptions, alongside a modestly higher discount rate and future P/E multiple in their models. Valuation Changes Fair value has been reduced slightly from £2.51 to £2.50 per share.
내러티브 업데이트 Mar 12

FGP: Stable Assumptions And Earnings Multiple Will Support Future Upside

Analysts have nudged their price target on FirstGroup to £2.51, with the small adjustment reflecting steady assumptions on fair value, discount rate, revenue trends, profit margins and future P/E. Together, these factors support a broadly unchanged view of the shares.
내러티브 업데이트 Feb 26

FGP: New Overground Contract Will Drive Future Returns

Analysts have kept their £2.51 price target for FirstGroup broadly steady, citing only minor tweaks to assumptions such as a slightly higher discount rate and modestly adjusted revenue growth, profit margin and forward P/E inputs. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17 million.
내러티브 업데이트 Feb 11

FGP: New Overground Contract And Dividend Policy Will Support Future Returns

Analysts have kept their fair value view broadly unchanged for FirstGroup, with only small adjustments to inputs such as the discount rate, revenue expectations, profit margin and future P/E. This has led to a marginal tweak in their £ price target rather than a significant reset of their outlook.
내러티브 업데이트 Jan 27

FGP: New Overground Win And Dividend Policy Will Support Future Returns

Analysts have nudged their price target on FirstGroup slightly higher to £2.51 per share, reflecting updated assumptions around discount rates, revenue trends and profit margins, while keeping the long term P/E outlook broadly unchanged. What's in the News FirstGroup agreed to acquire the UK sightseeing bus operations of RATP Développement for about £17m, adding 63 buses across London and Bath, two depots and around 190 employees to the First Bus business (Key Developments).
내러티브 업데이트 Jan 09

FGP: Higher Interim Dividend Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target for FirstGroup slightly higher to around £2.51. This reflects small adjustments to fair value estimates, discount rate assumptions and expectations for revenue contraction, profit margins and future P/E multiples.
분석 기사 Dec 15

We Think FirstGroup (LON:FGP) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Dec 14

FGP: Dividend And Buyback Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target on FirstGroup higher, lifting fair value from £2.39 to £2.50 as they factor in slightly improved revenue expectations despite a modestly softer margin and higher discount rate. What's in the News Board proposes an interim dividend of 2.2 pence per share for H1 2026, up from 1.7 pence in H1 2025.
분석 기사 Nov 21

FirstGroup (LON:FGP) Will Pay A Dividend Of £0.022

The board of FirstGroup plc ( LON:FGP ) has announced that it will pay a dividend on the 30th of December, with...
분석 기사 Oct 22

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 Sep 03

Investors Don't See Light At End Of FirstGroup plc's (LON:FGP) Tunnel

When you see that almost half of the companies in the Transportation industry in the United Kingdom have price-to-sales...
분석 기사 Jun 15

Analysts Are Betting On FirstGroup plc (LON:FGP) With A Big Upgrade This Week

FirstGroup plc ( LON:FGP ) shareholders will have a reason to smile today, with the analysts making substantial...
분석 기사 May 08

FirstGroup plc's (LON:FGP) Price Is Right But Growth Is Lacking After Shares Rocket 26%

FirstGroup plc ( LON:FGP ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 Apr 21

Should You Think About Buying FirstGroup plc (LON:FGP) Now?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw a double-digit share price rise of over...
분석 기사 Mar 25

Is FirstGroup (LON:FGP) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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새로운 내러티브 Feb 08

Bus Electrification And London-Stirling Rail Route Will Improve Future Operations

Electrification of the bus fleet, supported by partnerships and CapEx, aims to improve efficiency and margins long-term.
분석 기사 Nov 21

Shareholders Will Be Pleased With The Quality of FirstGroup's (LON:FGP) Earnings

When companies post strong earnings, the stock generally performs well, just like FirstGroup plc's ( LON:FGP ) stock...
분석 기사 Oct 04

Calculating The Intrinsic Value Of FirstGroup plc (LON:FGP)

Key Insights Using the 2 Stage Free Cash Flow to Equity, FirstGroup fair value estimate is UK£1.36 Current share price...
분석 기사 Sep 12

What FirstGroup plc's (LON:FGP) P/S Is Not Telling You

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Transportation industry in the United Kingdom...
분석 기사 Aug 06

Is Now The Time To Look At Buying FirstGroup plc (LON:FGP)?

FirstGroup plc ( LON:FGP ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 Jul 02

Estimating The Fair Value Of FirstGroup plc (LON:FGP)

Key Insights The projected fair value for FirstGroup is UK£1.51 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 May 26

Should You Think About Buying FirstGroup plc (LON:FGP) Now?

FirstGroup plc ( LON:FGP ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
분석 기사 Mar 30

Is FirstGroup plc (LON:FGP) Trading At A 27% Discount?

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of FirstGroup plc...

이익 및 매출 성장 예측

LSE:FGP - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20282,2051141072423
3/31/20273,8241161002343
3/31/20264,432110652343
9/27/20254,990129417638N/A
6/27/20255,028126508696N/A
3/29/20255,066123598754N/A
12/29/20244,989109534700N/A
9/28/20244,88295470646N/A
6/28/20244,79842397595N/A
3/30/20244,715-10324543N/A
12/30/20234,732-8367592N/A
9/30/20234,750-7410642N/A
6/30/20234,75236403608N/A
3/25/20234,75579396574N/A
12/25/20224,71069204380N/A
9/24/20224,6645913186N/A
6/24/20224,62824-12687N/A
3/26/20224,591-11-264-12N/A
12/26/20214,4982-111229N/A
9/25/20214,4051543470N/A
6/25/20214,36212413837N/A
3/27/20214,319107841,204N/A
9/26/20203,164-2091,0351,306N/A
6/26/20203,903-2738311,131N/A
3/28/20204,643-337626957N/A
12/31/20197,555-280430812N/A
9/30/20197,356-233233667N/A
6/30/20197,241-150N/A615N/A
3/31/20197,127-67N/A564N/A
12/31/20187,029-186N/A571N/A
9/30/20186,930-305N/A578N/A
6/30/20186,664-301N/A607N/A
3/31/20186,398-296N/A637N/A
12/31/20176,129-95N/A660N/A
9/30/20175,860105N/A683N/A
6/30/20175,757109N/A602N/A
3/31/20175,653112N/A520N/A
12/31/20165,498108N/A522N/A
9/30/20165,342105N/A523N/A
6/30/20165,28097N/A466N/A
3/31/20165,21890N/A410N/A
12/31/20155,38479N/A306N/A
9/30/20155,55167N/A202N/A
6/30/20155,80171N/A264N/A

애널리스트 향후 성장 전망

수입 대 저축률: FGP 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.2%).

수익 vs 시장: FGP 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -3.2%).

고성장 수익: FGP 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: FGP 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -27.4%).

고성장 매출: FGP 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -27.4%).


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: FGP의 자본 수익률은 3년 후 14%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/04 16:07
종가2026/06/04 00:00
수익2025/09/27
연간 수익2025/03/29

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.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

FirstGroup plc는 21명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David FintzenBarclays
Jack CummingsBerenberg
James Edward HollinsBNP Paribas