View ValuationCembre 향후 성장Future 기준 점검 3/6Cembre은 연간 수입과 매출이 각각 11.9%와 9.2% 증가할 것으로 예상되고 EPS는 연간 11.2%만큼 증가할 것으로 예상됩니다.핵심 정보11.9%이익 성장률11.18%EPS 성장률Electrical 이익 성장11.9%매출 성장률9.2%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트15 May 2026최근 향후 성장 업데이트분석 기사 • May 17€89.33 - That's What Analysts Think Cembre S.p.A. (BIT:CMB) Is Worth After These ResultsShareholders of Cembre S.p.A. ( BIT:CMB ) will be pleased this week, given that the stock price is up 15% to €98.00...Price Target Changed • May 15Price target increased by 37% to €89.33Up from €65.33, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of €98.00. Stock is up 77% over the past year. The company is forecast to post earnings per share of €3.05 for next year compared to €2.77 last year.Price Target Changed • Oct 23Price target increased by 15% to €57.67Up from €50.00, the current price target is an average from 3 analysts. New target price is 8.9% below last closing price of €63.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of €2.58 for next year compared to €2.53 last year.Price Target Changed • Aug 26Price target increased by 10% to €50.00Up from €45.33, the current price target is an average from 2 analysts. New target price is 21% below last closing price of €63.50. Stock is up 69% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €2.53 last year.Price Target Changed • Mar 26Price target increased by 8.1% to €44.33Up from €41.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €44.95. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of €2.52 for next year compared to €2.53 last year.Major Estimate Revision • Sep 20Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €218.4m to €220.7m. EPS estimate increased from €2.11 to €2.36 per share. Net income forecast to grow 6.1% next year vs 5.7% decline forecast for Electrical industry in Italy. Consensus price target up from €37.17 to €41.40. Share price rose 6.3% to €35.60 over the past week.모든 업데이트 보기Recent updates분석 기사 • May 17€89.33 - That's What Analysts Think Cembre S.p.A. (BIT:CMB) Is Worth After These ResultsShareholders of Cembre S.p.A. ( BIT:CMB ) will be pleased this week, given that the stock price is up 15% to €98.00...Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €68.6m (up 14% from 1Q 2025). Net income: €14.0m (up 18% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electrical industry in Italy.Price Target Changed • May 15Price target increased by 37% to €89.33Up from €65.33, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of €98.00. Stock is up 77% over the past year. The company is forecast to post earnings per share of €3.05 for next year compared to €2.77 last year.속보 • May 14Cembre Reports Strong Q1 2026 Results With Double-Digit Growth and New Share Buy-BackCembre reported Q1 2026 revenue up 13.9%, supported by growth in both domestic and international markets. Net profit for Q1 2026 rose 17.8%, outpacing the revenue change. The Board approved a new share buy-back program, signaling ongoing capital management focus. The combination of double-digit revenue and profit growth with a share buy-back program points to a company that currently appears confident in its operations and balance sheet. You may want to watch how aggressively the buy-back is executed and whether profit growth remains aligned with revenue, as any slowdown in either could change how attractive that capital return looks.Upcoming Dividend • May 11Upcoming dividend of €2.06 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (0.7%).Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €83.70, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Electrical industry in Italy. Total returns to shareholders of 187% over the past three years.Declared Dividend • Mar 19Dividend increased to €2.06Dividend of €2.06 is 9.6% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 20, 2026Cembre S.p.A. announced Annual dividend of EUR 2.0600 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €247.2m (up 7.6% from FY 2024). Net income: €46.6m (up 9.5% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Italy.공시 • Dec 04+ 3 more updatesCembre S.p.A. to Report First Half, 2026 Results on Sep 11, 2026Cembre S.p.A. announced that they will report first half, 2026 results on Sep 11, 2026Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €57.5m (up 11% from 3Q 2024). Net income: €9.54m (up 15% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.분석 기사 • Oct 24Cembre (BIT:CMB) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Oct 23Price target increased by 15% to €57.67Up from €50.00, the current price target is an average from 3 analysts. New target price is 8.9% below last closing price of €63.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of €2.58 for next year compared to €2.53 last year.Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €64.6m (up 5.8% from 2Q 2024). Net income: €10.7m (down 3.5% from 2Q 2024). Profit margin: 17% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Aug 26Price target increased by 10% to €50.00Up from €45.33, the current price target is an average from 2 analysts. New target price is 21% below last closing price of €63.50. Stock is up 69% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €2.53 last year.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.71. Revenue: €60.4m (up 2.9% from 1Q 2024). Net income: €11.9m (up 22% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 05Upcoming dividend of €1.88 per shareEligible shareholders must have bought the stock before 12 May 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (2.2%).분석 기사 • Apr 21Shareholders Would Enjoy A Repeat Of Cembre's (BIT:CMB) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Price Target Changed • Mar 26Price target increased by 8.1% to €44.33Up from €41.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €44.95. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of €2.52 for next year compared to €2.53 last year.분석 기사 • Mar 20Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Mar 19Dividend increased to €1.88Dividend of €1.88 is 4.4% higher than last year. Ex-date: 12th May 2025 Payment date: 14th May 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (190% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.5% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 14, 2025Cembre S.p.A. announced Annual dividend of EUR 1.8800 per share payable on May 14, 2025, ex-date on May 12, 2025 and record date on May 13, 2025.Reported Earnings • Mar 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.53 (up from €2.43 in FY 2023). Revenue: €229.7m (up 3.2% from FY 2023). Net income: €42.6m (up 4.3% from FY 2023). Profit margin: 19% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €53.0m (up 3.2% from 3Q 2023). Net income: €8.31m (up 1.0% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Italy.Reported Earnings • Sep 13Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €61.5m (up 2.7% from 2Q 2023). Net income: €11.1m (down 15% from 2Q 2023). Profit margin: 18% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to €35.40. The fair value is estimated to be €28.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.58. Revenue: €58.8m (up 1.8% from 1Q 2023). Net income: €9.72m (down 11% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy.분석 기사 • Apr 26Cembre (BIT:CMB) Will Pay A Larger Dividend Than Last Year At €1.80Cembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 15th of May to €1.80...분석 기사 • Mar 18Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend by 29% on the 15th of May...Declared Dividend • Mar 18Dividend increased to €1.80Dividend of €1.80 is 29% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €2.43 (up from €1.91 in FY 2022). Revenue: €223.8m (up 13% from FY 2022). Net income: €40.8m (up 28% from FY 2022). Profit margin: 18% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.분석 기사 • Jan 27If EPS Growth Is Important To You, Cembre (BIT:CMB) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €52.0m (up 17% from 3Q 2022). Net income: €8.22m (up 34% from 3Q 2022). Profit margin: 16% (up from 14% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electrical industry in Italy.Buying Opportunity • Oct 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €39.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.Major Estimate Revision • Sep 20Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €218.4m to €220.7m. EPS estimate increased from €2.11 to €2.36 per share. Net income forecast to grow 6.1% next year vs 5.7% decline forecast for Electrical industry in Italy. Consensus price target up from €37.17 to €41.40. Share price rose 6.3% to €35.60 over the past week.Price Target Changed • Sep 15Price target increased by 7.2% to €39.83Up from €37.17, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €35.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €2.29 for next year compared to €1.91 last year.Reported Earnings • Sep 14Second quarter 2023 earnings released: EPS: €0.77 (vs €0.59 in 2Q 2022)Second quarter 2023 results: EPS: €0.77 (up from €0.59 in 2Q 2022). Revenue: €59.9m (up 7.4% from 2Q 2022). Net income: €13.0m (up 31% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €58.0m (up 19% from 1Q 2022). Net income: €10.9m (up 32% from 1Q 2022). Profit margin: 19% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 01Upcoming dividend of €1.40 per share at 4.6% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.1%).분석 기사 • Apr 05Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...분석 기사 • Mar 18Cembre's (BIT:CMB) Upcoming Dividend Will Be Larger Than Last Year'sCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.90 (up from €1.51 in FY 2021). Revenue: €198.8m (up 19% from FY 2021). Net income: €31.9m (up 26% from FY 2021). Profit margin: 16% (in line with FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.공시 • Dec 20+ 3 more updatesCembre S.p.A. to Report Q1, 2023 Results on May 15, 2023Cembre S.p.A. announced that they will report Q1, 2023 results on May 15, 2023Price Target Changed • Dec 15Price target increased to €32.50Up from €30.00, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.90. Stock is down 3.7% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €1.51 last year.Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.37. Revenue: €45.4m (up 14% from 3Q 2021). Net income: €6.13m (up 10% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue is forecast to stay flat during the next 2 years compared to a 3.0% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Oct 25Here's Why Cembre (BIT:CMB) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Reported Earnings • Sep 17Second quarter 2022 earnings released: EPS: €0.59 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.59 (up from €0.54 in 2Q 2021). Revenue: €55.7m (up 20% from 2Q 2021). Net income: €9.95m (up 10% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to €28.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 60% over the past three years.분석 기사 • Jul 05Why Cembre S.p.A. (BIT:CMB) Could Be Worth WatchingCembre S.p.A. ( BIT:CMB ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...분석 기사 • Jun 16Cembre (BIT:CMB) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 15First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €48.8m (up 28% from 1Q 2021). Net income: €8.24m (up 46% from 1Q 2021). Profit margin: 17% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 2.6%, compared to a 8.8% growth forecast for the industry in Italy.Upcoming Dividend • May 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.0%).분석 기사 • Apr 28Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Apr 05Cembre (BIT:CMB) Has Announced That It Will Be Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...분석 기사 • Mar 16Cembre (BIT:CMB) Is Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that the dividend on 11th of May will be increased to €1.20, which...Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.51 (up from €1.13 in FY 2020). Revenue: €167.7m (up 22% from FY 2020). Net income: €25.3m (up 33% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.2% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Nov 12Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €40.3m (up 18% from 3Q 2020). Net income: €5.56m (up 29% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Sep 11Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €46.6m (up 65% from 2Q 2020). Net income: €9.01m (up 284% from 2Q 2020). Profit margin: 19% (up from 8.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.분석 기사 • May 31These 4 Measures Indicate That Cembre (BIT:CMB) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: €38.5m (up 5.5% from 1Q 2020). Net income: €5.64m (up 7.4% from 1Q 2020). Profit margin: 15% (in line with 1Q 2020).Upcoming Dividend • May 10Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (1.8%).Reported Earnings • Apr 04Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.3m (down 6.2% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Mar 19The Returns At Cembre (BIT:CMB) Provide Us With Signs Of What's To ComeIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Mar 13Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.9m (down 5.8% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.분석 기사 • Mar 06Should You Investigate Cembre S.p.A. (BIT:CMB) At €21.40?Cembre S.p.A. ( BIT:CMB ), is not the largest company out there, but it saw a double-digit share price rise of over 10...분석 기사 • Feb 18Is Cembre S.p.A. (BIT:CMB) The Right Choice For A Smart Dividend Investor?Could Cembre S.p.A. ( BIT:CMB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...Is New 90 Day High Low • Feb 13New 90-day high: €22.00The company is up 18% from its price of €18.70 on 13 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 12% over the same period.분석 기사 • Feb 02Does Cembre (BIT:CMB) 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...분석 기사 • Jan 18What You Need To Know About Cembre S.p.A.'s (BIT:CMB) Investor CompositionA look at the shareholders of Cembre S.p.A. ( BIT:CMB ) can tell us which group is most powerful. Generally speaking...Is New 90 Day High Low • Jan 06New 90-day high: €20.00The company is up 16% from its price of €17.30 on 08 October 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 15% over the same period.분석 기사 • Jan 04Cembre S.p.A.'s (BIT:CMB) Stock Is Going Strong: Is the Market Following Fundamentals?Cembre's (BIT:CMB) stock is up by a considerable 14% over the past three months. Since the market usually pay for a...분석 기사 • Dec 19Did You Participate In Any Of Cembre's (BIT:CMB) Respectable 66% Return?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...분석 기사 • Dec 03Should You Be Impressed By Cembre's (BIT:CMB) Returns on Capital?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 • Nov 19Would Cembre S.p.A. (BIT:CMB) Be Valuable To Income Investors?Is Cembre S.p.A. (BIT:CMB) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...Is New 90 Day High Low • Oct 29New 90-day low: €15.30The company is down 6.0% from its price of €16.20 on 30 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 26New 90-day low: €16.00The company is down 9.0% from its price of €17.65 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 18% over the same period.이익 및 매출 성장 예측BIT:CMB - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028326685675312/31/2027301625068312/31/202627556425933/31/2026253492751N/A12/31/2025244473256N/A9/30/2025238462956N/A6/30/2025234441947N/A3/31/2025231452756N/A12/31/2024230431847N/A9/30/2024225382046N/A6/30/2024225383050N/A3/31/2024224402745N/A12/31/2023223413045N/A9/30/2023219402640N/A6/30/2023212382237N/A3/31/2023208351831N/A12/31/2022199321527N/A9/30/2022192291626N/A6/30/2022187291827N/A3/31/2022177282432N/A12/31/2021167252736N/A9/30/2021163272635N/A6/30/2021157262232N/A3/31/2021139192029N/A12/31/2020137192129N/A9/30/2020135172230N/A6/30/2020134171827N/A3/31/2020144211930N/A12/31/201914622N/A34N/A9/30/201914723N/A33N/A6/30/201914823N/A28N/A3/31/201914723N/A27N/A12/31/201814423N/A22N/A9/30/201814225N/A21N/A6/30/201813924N/A26N/A3/31/201813624N/A21N/A12/31/201713323N/A23N/A9/30/201713019N/A24N/A6/30/201712619N/A25N/A3/31/201712618N/A25N/A12/31/201612317N/A25N/A9/30/201612116N/A23N/A6/30/201612115N/A23N/A3/31/201612116N/A19N/A12/31/201512216N/A18N/A9/30/201512117N/A21N/A6/30/201511916N/A19N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CMB 의 연간 예상 수익 증가율(11.9%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: CMB 의 연간 수익(11.9%)이 Italian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: CMB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: CMB 의 수익(연간 9.2%)이 Italian 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: CMB 의 수익(연간 9.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CMB의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 21:30종가2026/05/26 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 소스Cembre S.p.A.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrea BonfaBanca Akros S.p.A. (ESN)Giovanni SelvettiBerenbergLuigi De BellisEquita SIM S.p.A.3명의 분석가 더 보기
분석 기사 • May 17€89.33 - That's What Analysts Think Cembre S.p.A. (BIT:CMB) Is Worth After These ResultsShareholders of Cembre S.p.A. ( BIT:CMB ) will be pleased this week, given that the stock price is up 15% to €98.00...
Price Target Changed • May 15Price target increased by 37% to €89.33Up from €65.33, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of €98.00. Stock is up 77% over the past year. The company is forecast to post earnings per share of €3.05 for next year compared to €2.77 last year.
Price Target Changed • Oct 23Price target increased by 15% to €57.67Up from €50.00, the current price target is an average from 3 analysts. New target price is 8.9% below last closing price of €63.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of €2.58 for next year compared to €2.53 last year.
Price Target Changed • Aug 26Price target increased by 10% to €50.00Up from €45.33, the current price target is an average from 2 analysts. New target price is 21% below last closing price of €63.50. Stock is up 69% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €2.53 last year.
Price Target Changed • Mar 26Price target increased by 8.1% to €44.33Up from €41.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €44.95. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of €2.52 for next year compared to €2.53 last year.
Major Estimate Revision • Sep 20Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €218.4m to €220.7m. EPS estimate increased from €2.11 to €2.36 per share. Net income forecast to grow 6.1% next year vs 5.7% decline forecast for Electrical industry in Italy. Consensus price target up from €37.17 to €41.40. Share price rose 6.3% to €35.60 over the past week.
분석 기사 • May 17€89.33 - That's What Analysts Think Cembre S.p.A. (BIT:CMB) Is Worth After These ResultsShareholders of Cembre S.p.A. ( BIT:CMB ) will be pleased this week, given that the stock price is up 15% to €98.00...
Reported Earnings • May 17First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €68.6m (up 14% from 1Q 2025). Net income: €14.0m (up 18% from 1Q 2025). Profit margin: 20% (in line with 1Q 2025). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Electrical industry in Italy.
Price Target Changed • May 15Price target increased by 37% to €89.33Up from €65.33, the current price target is an average from 3 analysts. New target price is 8.8% below last closing price of €98.00. Stock is up 77% over the past year. The company is forecast to post earnings per share of €3.05 for next year compared to €2.77 last year.
속보 • May 14Cembre Reports Strong Q1 2026 Results With Double-Digit Growth and New Share Buy-BackCembre reported Q1 2026 revenue up 13.9%, supported by growth in both domestic and international markets. Net profit for Q1 2026 rose 17.8%, outpacing the revenue change. The Board approved a new share buy-back program, signaling ongoing capital management focus. The combination of double-digit revenue and profit growth with a share buy-back program points to a company that currently appears confident in its operations and balance sheet. You may want to watch how aggressively the buy-back is executed and whether profit growth remains aligned with revenue, as any slowdown in either could change how attractive that capital return looks.
Upcoming Dividend • May 11Upcoming dividend of €2.06 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 2.4%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (0.7%).
Valuation Update With 7 Day Price Move • May 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €83.70, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 7x in the Electrical industry in Italy. Total returns to shareholders of 187% over the past three years.
Declared Dividend • Mar 19Dividend increased to €2.06Dividend of €2.06 is 9.6% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 20, 2026Cembre S.p.A. announced Annual dividend of EUR 2.0600 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
Reported Earnings • Mar 16Full year 2025 earnings releasedFull year 2025 results: Revenue: €247.2m (up 7.6% from FY 2024). Net income: €46.6m (up 9.5% from FY 2024). Profit margin: 19% (in line with FY 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Electrical industry in Italy.
공시 • Dec 04+ 3 more updatesCembre S.p.A. to Report First Half, 2026 Results on Sep 11, 2026Cembre S.p.A. announced that they will report first half, 2026 results on Sep 11, 2026
Reported Earnings • Nov 17Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €57.5m (up 11% from 3Q 2024). Net income: €9.54m (up 15% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Electrical industry in Italy.
분석 기사 • Oct 24Cembre (BIT:CMB) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Oct 23Price target increased by 15% to €57.67Up from €50.00, the current price target is an average from 3 analysts. New target price is 8.9% below last closing price of €63.30. Stock is up 70% over the past year. The company is forecast to post earnings per share of €2.58 for next year compared to €2.53 last year.
Reported Earnings • Sep 14Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €64.6m (up 5.8% from 2Q 2024). Net income: €10.7m (down 3.5% from 2Q 2024). Profit margin: 17% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Aug 26Price target increased by 10% to €50.00Up from €45.33, the current price target is an average from 2 analysts. New target price is 21% below last closing price of €63.50. Stock is up 69% over the past year. The company is forecast to post earnings per share of €2.66 for next year compared to €2.53 last year.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.71. Revenue: €60.4m (up 2.9% from 1Q 2024). Net income: €11.9m (up 22% from 1Q 2024). Profit margin: 20% (up from 17% in 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 05Upcoming dividend of €1.88 per shareEligible shareholders must have bought the stock before 12 May 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (5.5%). Higher than average of industry peers (2.2%).
분석 기사 • Apr 21Shareholders Would Enjoy A Repeat Of Cembre's (BIT:CMB) Recent Growth In ReturnsIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Price Target Changed • Mar 26Price target increased by 8.1% to €44.33Up from €41.00, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of €44.95. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of €2.52 for next year compared to €2.53 last year.
분석 기사 • Mar 20Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Mar 19Dividend increased to €1.88Dividend of €1.88 is 4.4% higher than last year. Ex-date: 12th May 2025 Payment date: 14th May 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (74% earnings payout ratio) but not covered by cash flows (190% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 6.5% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 18Cembre S.p.A. announces Annual dividend, payable on May 14, 2025Cembre S.p.A. announced Annual dividend of EUR 1.8800 per share payable on May 14, 2025, ex-date on May 12, 2025 and record date on May 13, 2025.
Reported Earnings • Mar 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €2.53 (up from €2.43 in FY 2023). Revenue: €229.7m (up 3.2% from FY 2023). Net income: €42.6m (up 4.3% from FY 2023). Profit margin: 19% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €53.0m (up 3.2% from 3Q 2023). Net income: €8.31m (up 1.0% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Italy.
Reported Earnings • Sep 13Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €61.5m (up 2.7% from 2Q 2023). Net income: €11.1m (down 15% from 2Q 2023). Profit margin: 18% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 20% to €35.40. The fair value is estimated to be €28.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 13% in the next 2 years.
Reported Earnings • May 16First quarter 2024 earnings releasedFirst quarter 2024 results: EPS: €0.58. Revenue: €58.8m (up 1.8% from 1Q 2023). Net income: €9.72m (down 11% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy.
분석 기사 • Apr 26Cembre (BIT:CMB) Will Pay A Larger Dividend Than Last Year At €1.80Cembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 15th of May to €1.80...
분석 기사 • Mar 18Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend by 29% on the 15th of May...
Declared Dividend • Mar 18Dividend increased to €1.80Dividend of €1.80 is 29% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 4.3%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 17Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €2.43 (up from €1.91 in FY 2022). Revenue: €223.8m (up 13% from FY 2022). Net income: €40.8m (up 28% from FY 2022). Profit margin: 18% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year.
분석 기사 • Jan 27If EPS Growth Is Important To You, Cembre (BIT:CMB) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €52.0m (up 17% from 3Q 2022). Net income: €8.22m (up 34% from 3Q 2022). Profit margin: 16% (up from 14% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Electrical industry in Italy.
Buying Opportunity • Oct 20Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €39.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.
Major Estimate Revision • Sep 20Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €218.4m to €220.7m. EPS estimate increased from €2.11 to €2.36 per share. Net income forecast to grow 6.1% next year vs 5.7% decline forecast for Electrical industry in Italy. Consensus price target up from €37.17 to €41.40. Share price rose 6.3% to €35.60 over the past week.
Price Target Changed • Sep 15Price target increased by 7.2% to €39.83Up from €37.17, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €35.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €2.29 for next year compared to €1.91 last year.
Reported Earnings • Sep 14Second quarter 2023 earnings released: EPS: €0.77 (vs €0.59 in 2Q 2022)Second quarter 2023 results: EPS: €0.77 (up from €0.59 in 2Q 2022). Revenue: €59.9m (up 7.4% from 2Q 2022). Net income: €13.0m (up 31% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 26% per year.
Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €58.0m (up 19% from 1Q 2022). Net income: €10.9m (up 32% from 1Q 2022). Profit margin: 19% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 01Upcoming dividend of €1.40 per share at 4.6% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 73% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of Italian dividend payers (5.1%). Higher than average of industry peers (2.1%).
분석 기사 • Apr 05Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...
분석 기사 • Mar 18Cembre's (BIT:CMB) Upcoming Dividend Will Be Larger Than Last Year'sCembre S.p.A. ( BIT:CMB ) will increase its dividend from last year's comparable payment on the 10th of May to €1.40...
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €1.90 (up from €1.51 in FY 2021). Revenue: €198.8m (up 19% from FY 2021). Net income: €31.9m (up 26% from FY 2021). Profit margin: 16% (in line with FY 2021). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 3.1%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 19% per year.
공시 • Dec 20+ 3 more updatesCembre S.p.A. to Report Q1, 2023 Results on May 15, 2023Cembre S.p.A. announced that they will report Q1, 2023 results on May 15, 2023
Price Target Changed • Dec 15Price target increased to €32.50Up from €30.00, the current price target is an average from 2 analysts. New target price is 12% above last closing price of €28.90. Stock is down 3.7% over the past year. The company is forecast to post earnings per share of €1.78 for next year compared to €1.51 last year.
Reported Earnings • Nov 16Third quarter 2022 earnings releasedThird quarter 2022 results: EPS: €0.37. Revenue: €45.4m (up 14% from 3Q 2021). Net income: €6.13m (up 10% from 3Q 2021). Profit margin: 14% (in line with 3Q 2021). Revenue is forecast to stay flat during the next 2 years compared to a 3.0% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Oct 25Here's Why Cembre (BIT:CMB) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Reported Earnings • Sep 17Second quarter 2022 earnings released: EPS: €0.59 (vs €0.54 in 2Q 2021)Second quarter 2022 results: EPS: €0.59 (up from €0.54 in 2Q 2021). Revenue: €55.7m (up 20% from 2Q 2021). Net income: €9.95m (up 10% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Electrical industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 6% per year.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to €28.40, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Electrical industry in Europe. Total returns to shareholders of 60% over the past three years.
분석 기사 • Jul 05Why Cembre S.p.A. (BIT:CMB) Could Be Worth WatchingCembre S.p.A. ( BIT:CMB ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
분석 기사 • Jun 16Cembre (BIT:CMB) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 15First quarter 2022 earnings: Revenues exceed analyst expectationsFirst quarter 2022 results: Revenue: €48.8m (up 28% from 1Q 2021). Net income: €8.24m (up 46% from 1Q 2021). Profit margin: 17% (up from 15% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 2.6%, compared to a 8.8% growth forecast for the industry in Italy.
Upcoming Dividend • May 02Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Italian dividend payers (4.7%). Higher than average of industry peers (2.0%).
분석 기사 • Apr 28Cembre (BIT:CMB) Is Paying Out A Larger Dividend Than Last YearThe board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Director Elisabetta Ceretti was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Apr 05Cembre (BIT:CMB) Has Announced That It Will Be Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that it will be increasing its dividend on the 11th of May to...
분석 기사 • Mar 16Cembre (BIT:CMB) Is Increasing Its Dividend To €1.20The board of Cembre S.p.A. ( BIT:CMB ) has announced that the dividend on 11th of May will be increased to €1.20, which...
Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.51 (up from €1.13 in FY 2020). Revenue: €167.7m (up 22% from FY 2020). Net income: €25.3m (up 33% from FY 2020). Profit margin: 15% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 2.9%, compared to a 7.2% growth forecast for the industry in Italy. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Nov 12Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €40.3m (up 18% from 3Q 2020). Net income: €5.56m (up 29% from 3Q 2020). Profit margin: 14% (up from 13% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Sep 11Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €46.6m (up 65% from 2Q 2020). Net income: €9.01m (up 284% from 2Q 2020). Profit margin: 19% (up from 8.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
분석 기사 • May 31These 4 Measures Indicate That Cembre (BIT:CMB) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • May 16First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: €38.5m (up 5.5% from 1Q 2020). Net income: €5.64m (up 7.4% from 1Q 2020). Profit margin: 15% (in line with 1Q 2020).
Upcoming Dividend • May 10Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 19 May 2021. Trailing yield: 3.8%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (1.8%).
Reported Earnings • Apr 04Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.3m (down 6.2% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Mar 19The Returns At Cembre (BIT:CMB) Provide Us With Signs Of What's To ComeIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Mar 13Full year 2020 earnings released: EPS €1.13 (vs €1.30 in FY 2019)The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €137.9m (down 5.8% from FY 2019). Net income: €19.0m (down 13% from FY 2019). Profit margin: 14% (in line with FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
분석 기사 • Mar 06Should You Investigate Cembre S.p.A. (BIT:CMB) At €21.40?Cembre S.p.A. ( BIT:CMB ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
분석 기사 • Feb 18Is Cembre S.p.A. (BIT:CMB) The Right Choice For A Smart Dividend Investor?Could Cembre S.p.A. ( BIT:CMB ) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Is New 90 Day High Low • Feb 13New 90-day high: €22.00The company is up 18% from its price of €18.70 on 13 November 2020. The Italian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 12% over the same period.
분석 기사 • Feb 02Does Cembre (BIT:CMB) 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...
분석 기사 • Jan 18What You Need To Know About Cembre S.p.A.'s (BIT:CMB) Investor CompositionA look at the shareholders of Cembre S.p.A. ( BIT:CMB ) can tell us which group is most powerful. Generally speaking...
Is New 90 Day High Low • Jan 06New 90-day high: €20.00The company is up 16% from its price of €17.30 on 08 October 2020. The Italian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electrical industry, which is up 15% over the same period.
분석 기사 • Jan 04Cembre S.p.A.'s (BIT:CMB) Stock Is Going Strong: Is the Market Following Fundamentals?Cembre's (BIT:CMB) stock is up by a considerable 14% over the past three months. Since the market usually pay for a...
분석 기사 • Dec 19Did You Participate In Any Of Cembre's (BIT:CMB) Respectable 66% Return?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
분석 기사 • Dec 03Should You Be Impressed By Cembre's (BIT:CMB) Returns on Capital?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 • Nov 19Would Cembre S.p.A. (BIT:CMB) Be Valuable To Income Investors?Is Cembre S.p.A. (BIT:CMB) a good dividend stock? How can we tell? Dividend paying companies with growing earnings can...
Is New 90 Day High Low • Oct 29New 90-day low: €15.30The company is down 6.0% from its price of €16.20 on 30 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 26New 90-day low: €16.00The company is down 9.0% from its price of €17.65 on 26 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 18% over the same period.