Jumbo S.A.

ATSE:BELA 주식 리포트

시가총액: €3.1b

Jumbo 과거 순이익 실적

과거 기준 점검 3/6

Jumbo은 연평균 14.7%의 비율로 수입이 증가해 온 반면, Specialty Retail 산업은 수입이 18.1% 증가했습니다. 매출은 연평균 11.3%의 비율로 증가했습니다. Jumbo의 자기자본이익률은 20.3%이고 순이익률은 26%입니다.

핵심 정보

14.74%

순이익 성장률

14.90%

주당순이익(EPS) 성장률

Specialty Retail 산업 성장률14.22%
매출 성장률11.26%
자기자본이익률20.32%
순이익률25.98%
최근 순이익 업데이트31 Dec 2025

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 03

BELA: 2026 Earnings Outlook And Steady Margins Will Support Bullish Case

Analysts have kept their price target for Jumbo broadly unchanged at €30.84, reflecting only marginal tweaks to their discount rate, revenue growth outlook, profit margin assumptions and future P/E inputs. What's in the News Jumbo issued earnings guidance for 2026, indicating expected sales growth of around 5%.
내러티브 업데이트 May 12

BELA: 2026 Earnings Guidance And Margin Reset Will Support Bullish Case

Analysts have trimmed their price target for Jumbo slightly, reflecting a revised fair value of about €30.84 from roughly €31.36, based on updated inputs that include adjusted revenue growth, profit margin assumptions and a modestly higher future P/E multiple. What's in the News Jumbo issued earnings guidance for 2026, indicating expected sales growth of around 5% for the year (Key Developments).
내러티브 업데이트 Apr 28

BELA: Slightly Higher Discount Rate Will Still Support Bullish Outlook

Analysts have slightly reduced their price target on Jumbo to €31.36 from €31.99, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that together point to a marginally lower fair value estimate. Valuation Changes Fair Value: Trimmed slightly to €31.36 from €31.99.
내러티브 업데이트 Apr 12

BELA: Steady Fair Value And Higher P/E Will Support Bullish Outlook

Analysts have kept Jumbo's fair value estimate steady at €31.99. A slightly higher discount rate and a marginally adjusted future P/E assumption support a refreshed price target narrative that reflects a more cautious risk outlook without changing the core valuation view.
내러티브 업데이트 Mar 28

BELA: Extraordinary Cash Distribution Will Support Bullish Long Term Thesis

Analysts have kept their fair value estimate for Jumbo broadly steady. This translates into a largely unchanged implied price target around €31.99, as refreshed assumptions for the discount rate, revenue growth, profit margin and future P/E remain closely aligned with prior views.
내러티브 업데이트 Mar 13

BELA: Upcoming Extraordinary Cash Distribution Will Support Bullish Long Term View

Analysts have raised their price target for Jumbo to €31.99 from €31.90, citing slightly adjusted fair value estimates, a marginally lower discount rate and small tweaks to revenue growth, profit margin and future P/E assumptions. What's in the News Jumbo has scheduled a Special and Extraordinary Shareholders Meeting for February 4, 2026, at 16:00 GTB Standard Time, to be held at the company headquarters in Moschato, Attica, Greece (Key Developments).
내러티브 업데이트 Feb 27

BELA: Upcoming Extraordinary Cash Distribution Will Support Bullish Long Term View

Analysts have trimmed their price target for Jumbo from €32.53 to €31.90, reflecting slightly adjusted assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Jumbo has called a Special and Extraordinary Shareholders Meeting for February 4, 2026, at 16:00 GTB Standard Time, to be held at its headquarters at 9, Cyprus & Hydras Street, Moschato, Attica, Greece (company event filing).
내러티브 업데이트 Feb 13

BELA: Upcoming Cash Distribution And Meeting Will Support Bullish Long Term View

Analysts have kept their Jumbo price target steady at €32.53, with only minor tweaks to inputs such as a slightly lower discount rate. This largely reflects unchanged expectations for revenue growth, profit margins and future P/E assumptions.
내러티브 업데이트 Jan 30

BELA: Upcoming Special Meeting Will Clarify Bullish Long Term Priorities

Analysts have trimmed their Jumbo price target slightly to €32.53 from about €32.94, citing updated assumptions that combine a small change in expected revenue growth and future P/E with a modest adjustment to profit margin and discount rate. What's in the News Jumbo has scheduled a Special and Extraordinary Shareholders Meeting for February 4, 2026, at 16:00 GTB Standard Time.
분석 기사 Jan 16

Estimating The Intrinsic Value Of Jumbo S.A. (ATH:BELA)

Key Insights Jumbo's estimated fair value is €29.17 based on 2 Stage Free Cash Flow to Equity Current share price of...
내러티브 업데이트 Jan 16

BELA: Special Shareholder Meeting Will Clarify Near Term Priorities

Analysts have trimmed their price target for Jumbo to A$32.94 from A$33.63, citing slightly higher discount rate assumptions and a lower future P/E multiple, partially offset by modestly stronger revenue growth and profit margin expectations. What's in the News Jumbo S.A. has scheduled a Special and Extraordinary Shareholders Meeting for February 4, 2026, at 16:00 GTB Standard Time.
분석 기사 Dec 27

Many Still Looking Away From Jumbo S.A. (ATH:BELA)

When close to half the companies in Greece have price-to-earnings ratios (or "P/E's") above 15x, you may consider Jumbo...
분석 기사 Nov 20

Investors Should Be Encouraged By Jumbo's (ATH:BELA) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Sep 27

Jumbo S.A.'s (ATH:BELA) Prospects Need A Boost To Lift Shares

With a price-to-earnings (or "P/E") ratio of 12.4x Jumbo S.A. ( ATH:BELA ) may be sending bullish signals at the...
분석 기사 Sep 27

The Jumbo S.A. (ATH:BELA) Half-Year Results Are Out And Analysts Have Published New Forecasts

Jumbo S.A. ( ATH:BELA ) shareholders are probably feeling a little disappointed, since its shares fell 9.2% to €29.10...
내러티브 업데이트 Sep 25

Store Expansion In Greece, Cyprus And Romania Will Boost Success

The consensus analyst price target for Jumbo has been revised down, primarily reflecting a lower projected future P/E multiple, with fair value now at €33.62. Valuation Changes Summary of Valuation Changes for Jumbo The Consensus Analyst Price Target has fallen slightly from €34.99 to €33.62.
분석 기사 Sep 09

Calculating The Intrinsic Value Of Jumbo S.A. (ATH:BELA)

Key Insights The projected fair value for Jumbo is €29.71 based on 2 Stage Free Cash Flow to Equity Jumbo's €31.34...
내러티브 업데이트 Sep 05

Store Expansion In Greece, Cyprus And Romania Will Boost Success

With no notable changes in either the discount rate or future P/E, the consensus analyst price target for Jumbo remains steady at €34.99. Valuation Changes Summary of Valuation Changes for Jumbo The Consensus Analyst Price Target remained effectively unchanged, at €34.99.
분석 기사 Aug 04

We Think Jumbo (ATH:BELA) Might Have The DNA Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Jun 02

Subdued Growth No Barrier To Jumbo S.A.'s (ATH:BELA) Price

With a median price-to-earnings (or "P/E") ratio of close to 13x in Greece, you could be forgiven for feeling...
분석 기사 May 01

Here's What Analysts Are Forecasting For Jumbo S.A. (ATH:BELA) After Its Annual Results

As you might know, Jumbo S.A. ( ATH:BELA ) recently reported its annual numbers. Jumbo reported in line with analyst...
분석 기사 Apr 30

Returns On Capital Are A Standout For Jumbo (ATH:BELA)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Apr 09

Here's Why We Think Jumbo (ATH:BELA) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Mar 14

Calculating The Intrinsic Value Of Jumbo S.A. (ATH:BELA)

Key Insights Jumbo's estimated fair value is €28.45 based on 2 Stage Free Cash Flow to Equity With €27.10 share price...
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새로운 내러티브 Feb 09

Upcoming Store Openings In Romania And Israel Will Broaden Market Presence

Store expansions and franchise agreements in various markets suggest increased revenue potential and growth opportunities.
분석 기사 Jan 02

If EPS Growth Is Important To You, Jumbo (ATH:BELA) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Dec 18

Jumbo S.A.'s (ATH:BELA) Business Is Trailing The Market But Its Shares Aren't

It's not a stretch to say that Jumbo S.A.'s ( ATH:BELA ) price-to-earnings (or "P/E") ratio of 10.9x right now seems...
분석 기사 Nov 27

Returns on Capital Paint A Bright Future For Jumbo (ATH:BELA)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Sep 29

Jumbo S.A. (ATH:BELA) Half-Year Results: Here's What Analysts Are Forecasting For This Year

Investors in Jumbo S.A. ( ATH:BELA ) had a good week, as its shares rose 7.9% to close at €26.30 following the release...
분석 기사 Sep 24

Calculating The Intrinsic Value Of Jumbo S.A. (ATH:BELA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Jumbo fair value estimate is €29.03 Jumbo's €25.04 share price...
분석 기사 Aug 22

Why Investors Shouldn't Be Surprised By Jumbo S.A.'s (ATH:BELA) P/E

It's not a stretch to say that Jumbo S.A.'s ( ATH:BELA ) price-to-earnings (or "P/E") ratio of 10x right now seems...
분석 기사 Jun 10

Returns On Capital Are A Standout For Jumbo (ATH:BELA)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
분석 기사 May 23

Investors Still Waiting For A Pull Back In Jumbo S.A. (ATH:BELA)

There wouldn't be many who think Jumbo S.A.'s ( ATH:BELA ) price-to-earnings (or "P/E") ratio of 12.2x is worth a...
분석 기사 May 05

Does This Valuation Of Jumbo S.A. (ATH:BELA) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Jumbo fair value estimate is €23.88 Current share price of...
분석 기사 Apr 20

When Should You Buy Jumbo S.A. (ATH:BELA)?

Jumbo S.A. ( ATH:BELA ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
분석 기사 Feb 21

Here's Why We Think Jumbo (ATH:BELA) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Feb 06

Returns on Capital Paint A Bright Future For Jumbo (ATH:BELA)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
분석 기사 Jan 24

Jumbo S.A.'s (ATH:BELA) Subdued P/E Might Signal An Opportunity

It's not a stretch to say that Jumbo S.A.'s ( ATH:BELA ) price-to-earnings (or "P/E") ratio of 13.2x right now seems...
분석 기사 Jan 11

What Is Jumbo S.A.'s (ATH:BELA) Share Price Doing?

Jumbo S.A. ( ATH:BELA ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 Nov 06

Calculating The Fair Value Of Jumbo S.A. (ATH:BELA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Jumbo fair value estimate is €22.25 With €25.92 share price...
분석 기사 Oct 23

Jumbo (ATH:BELA) Is Investing Its Capital With Increasing Efficiency

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Oct 09

When Should You Buy Jumbo S.A. (ATH:BELA)?

Jumbo S.A. ( ATH:BELA ), might not be a large cap stock, but it saw significant share price movement during recent...
분석 기사 Sep 24

Here's Why Jumbo (ATH:BELA) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jul 11

Why Jumbo S.A. (ATH:BELA) Could Be Worth Watching

Jumbo S.A. ( ATH:BELA ), is not the largest company out there, but it saw a significant share price rise of over 20% in...
분석 기사 Jun 25

Does Jumbo (ATH:BELA) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 Jun 12

Investors Met With Slowing Returns on Capital At Jumbo (ATH:BELA)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Apr 13

We Think Jumbo (ATH:BELA) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Mar 14

At €21.14, Is It Time To Put Jumbo S.A. (ATH:BELA) On Your Watch List?

Jumbo S.A. ( ATH:BELA ), is not the largest company out there, but it led the ATSE gainers with a relatively large...
분석 기사 Jan 12

We Like These Underlying Return On Capital Trends At Jumbo (ATH:BELA)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Nov 17

Jumbo (ATH:BELA) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Nov 01

Is There Now An Opportunity In Jumbo S.A. (ATH:BELA)?

Jumbo S.A. ( ATH:BELA ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 Oct 12

Jumbo S.A.'s (ATH:BELA) Intrinsic Value Is Potentially 22% Below Its Share Price

How far off is Jumbo S.A. ( ATH:BELA ) from its intrinsic value? Using the most recent financial data, we'll take a...
분석 기사 Jul 23

At €14.94, Is Jumbo S.A. (ATH:BELA) Worth Looking At Closely?

Jumbo S.A. ( ATH:BELA ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
분석 기사 Jul 02

Returns At Jumbo (ATH:BELA) Appear To Be Weighed Down

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...

매출 및 비용 세부 내역

Jumbo가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

ATSE:BELA 매출, 비용 및 순이익 (EUR Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 251,2333202870
30 Sep 251,2103182790
30 Jun 251,1873162720
31 Mar 251,1683182690
31 Dec 241,1503202670
30 Sep 241,1333192620
30 Jun 241,1173182560
31 Mar 241,0993112480
31 Dec 231,0813032400
30 Sep 231,0512902380
30 Jun 231,0202762350
31 Mar 239852632330
31 Dec 229492492300
30 Sep 229112382200
30 Jun 228722282100
31 Mar 228522222020
31 Dec 218322171930
30 Sep 217801861890
30 Jun 217291561850
31 Mar 217121471860
31 Dec 206941391870
30 Jun 207911632020
31 Mar 208201702060
31 Dec 198481782090
30 Jun 198121632030
31 Mar 198001612020
31 Dec 187871592020
30 Sep 187701551970
30 Jun 187531511900
31 Mar 187381461850
31 Dec 177221401810
30 Sep 177021361790
30 Jun 176811311760
31 Mar 176751311750
31 Dec 166681301730
30 Sep 166861401730
30 Jun 166381211690
31 Mar 166411271630
31 Dec 156131151690
30 Sep 155901071660
30 Jun 155831051640

양질의 수익: BELA는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: BELA의 현재 순 이익률 (26%)은 지난해 (27.8%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BELA의 수익은 지난 5년 동안 연평균 14.7% 증가했습니다.

성장 가속화: 지난 1년간 BELA 의 수익 증가율(0.07%)은 5년 평균(연간 14.7%)보다 낮습니다.

수익 대 산업: BELA의 지난 1년 수익 증가율(0.07%)은 Specialty Retail 업계 평균(7.2%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: BELA의 자본 수익률(20.3%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 14:44
종가2026/06/05 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Jumbo S.A.는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Constantinos ZouzoulasAxia Ventures Group Ltd
Ilya OgorodnikovBofA Global Research
Tore Luca FangmannBofA Global Research