View ValuationLU-VE 향후 성장Future 기준 점검 3/6LU-VE (는) 각각 연간 17% 및 10.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.7% 로 예상됩니다.핵심 정보17.0%이익 성장률16.72%EPS 성장률Building 이익 성장11.8%매출 성장률10.1%향후 자기자본이익률17.67%애널리스트 커버리지Low마지막 업데이트22 May 2026최근 향후 성장 업데이트Price Target Changed • May 14Price target increased by 28% to €62.58Up from €48.96, the current price target is an average from 5 analysts. New target price is 7.7% below last closing price of €67.80. Stock is up 111% over the past year. The company is forecast to post earnings per share of €2.12 for next year compared to €1.72 last year.Price Target Changed • Apr 13Price target increased by 8.1% to €48.96Up from €45.30, the current price target is an average from 5 analysts. New target price is 6.3% above last closing price of €46.05. Stock is up 65% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.72 last year.Price Target Changed • Dec 12Price target increased by 9.9% to €44.68Up from €40.63, the current price target is an average from 4 analysts. New target price is 14% above last closing price of €39.10. Stock is up 35% over the past year. The company is forecast to post earnings per share of €1.66 for next year compared to €1.55 last year.Price Target Changed • Nov 06Price target increased by 12% to €40.63Up from €36.35, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €35.70. Stock is up 32% over the past year. The company is forecast to post earnings per share of €1.56 for next year compared to €1.55 last year.분석 기사 • Sep 13The LU-VE S.p.A. (BIT:LUVE) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for LU-VE S.p.A. ( BIT:LUVE ) shareholders, because the company has just released its latest...Price Target Changed • Mar 17Price target increased by 10% to €35.63Up from €32.27, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €29.70. Stock is up 43% over the past year. The company is forecast to post earnings per share of €1.70 for next year compared to €1.55 last year.모든 업데이트 보기Recent updatesNew Risk • May 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Price Target Changed • May 14Price target increased by 28% to €62.58Up from €48.96, the current price target is an average from 5 analysts. New target price is 7.7% below last closing price of €67.80. Stock is up 111% over the past year. The company is forecast to post earnings per share of €2.12 for next year compared to €1.72 last year.Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €153.4m (up 13% from 1Q 2025). Net income: €11.0m (up 47% from 1Q 2025). Profit margin: 7.2% (up from 5.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Building industry in Europe.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €53.10, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.74 per share.Upcoming Dividend • Apr 27Upcoming dividend of €0.47 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (2.2%).Price Target Changed • Apr 13Price target increased by 8.1% to €48.96Up from €45.30, the current price target is an average from 5 analysts. New target price is 6.3% above last closing price of €46.05. Stock is up 65% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.72 last year.Buy Or Sell Opportunity • Mar 25Now 21% overvaluedOver the last 90 days, the stock has fallen 3.0% to €37.75. The fair value is estimated to be €31.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공시 • Mar 20LU-VE S.p.A., Annual General Meeting, Apr 28, 2026LU-VE S.p.A., Annual General Meeting, Apr 28, 2026, at 09:30 W. Europe Standard Time.Declared Dividend • Mar 19Dividend increased to €0.47Dividend of €0.47 is 12% higher than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 8.9% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 18LU-VE S.p.A. announces Annual dividend, payable on May 06, 2026LU-VE S.p.A. announced Annual dividend of EUR 0.4700 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.Reported Earnings • Mar 15Full year 2025 earnings releasedFull year 2025 results: Revenue: €605.4m (up 2.9% from FY 2024). Net income: €38.1m (up 11% from FY 2024). Profit margin: 6.3% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in Europe.Price Target Changed • Dec 12Price target increased by 9.9% to €44.68Up from €40.63, the current price target is an average from 4 analysts. New target price is 14% above last closing price of €39.10. Stock is up 35% over the past year. The company is forecast to post earnings per share of €1.66 for next year compared to €1.55 last year.Reported Earnings • Nov 15Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: €0.49. Revenue: €146.5m (up 3.5% from 3Q 2024). Net income: €10.8m (up 71% from 3Q 2024). Profit margin: 7.4% (up from 4.5% in 3Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Price Target Changed • Nov 06Price target increased by 12% to €40.63Up from €36.35, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €35.70. Stock is up 32% over the past year. The company is forecast to post earnings per share of €1.56 for next year compared to €1.55 last year.분석 기사 • Oct 05Here's Why LU-VE (BIT:LUVE) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Sep 13The LU-VE S.p.A. (BIT:LUVE) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for LU-VE S.p.A. ( BIT:LUVE ) shareholders, because the company has just released its latest...Reported Earnings • Sep 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €159.8m (up 4.0% from 2Q 2024). Net income: €8.82m (flat on 2Q 2024). Profit margin: 5.5% (down from 5.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe.공시 • Sep 04+ 1 more updateLU-VE S.p.A. to Report Q3, 2025 Results on Nov 12, 2025LU-VE S.p.A. announced that they will report Q3, 2025 results on Nov 12, 2025분석 기사 • Jun 17LU-VE (BIT:LUVE) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...New Risk • May 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.34. Revenue: €135.3m (down 4.4% from 1Q 2024). Net income: €7.46m (down 30% from 1Q 2024). Profit margin: 5.5% (down from 7.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in Europe.Upcoming Dividend • Apr 21Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Italian dividend payers (5.8%). Lower than average of industry peers (1.8%).분석 기사 • Apr 12We Think Shareholders Will Probably Be Generous With LU-VE S.p.A.'s (BIT:LUVE) CEO CompensationKey Insights LU-VE to hold its Annual General Meeting on 18th of April Salary of €525.0k is part of CEO Matteo...Declared Dividend • Mar 19Dividend increased to €0.42Dividend of €0.42 is 5.0% higher than last year. Ex-date: 28th April 2025 Payment date: 30th April 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 9 years and payments have been stable during that time. 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 19LU-VE S.p.A., Annual General Meeting, Apr 18, 2025LU-VE S.p.A., Annual General Meeting, Apr 18, 2025, at 09:30 W. Europe Standard Time.공시 • Mar 18LU-VE S.p.A. announces Annual dividend, payable on April 30, 2025LU-VE S.p.A. announced Annual dividend of EUR 0.4200 per share payable on April 30, 2025, ex-date on April 28, 2025 and record date on April 29, 2025.Price Target Changed • Mar 17Price target increased by 10% to €35.63Up from €32.27, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €29.70. Stock is up 43% over the past year. The company is forecast to post earnings per share of €1.70 for next year compared to €1.55 last year.분석 기사 • Mar 16The LU-VE S.p.A. (BIT:LUVE) Annual Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that LU-VE S.p.A. ( BIT:LUVE ) released its annual result to the market. The early...Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €589.1m (down 4.4% from FY 2023). Net income: €34.5m (up 16% from FY 2023). Profit margin: 5.9% (up from 4.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Building industry in Italy.Reported Earnings • Nov 14Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €143.1m (down 1.3% from 3Q 2023). Net income: €6.34m (down 18% from 3Q 2023). Profit margin: 4.4% (down from 5.3% in 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Building industry in Italy.분석 기사 • Sep 13Some Investors May Be Willing To Look Past LU-VE's (BIT:LUVE) Soft EarningsSoft earnings didn't appear to concern LU-VE S.p.A.'s ( BIT:LUVE ) shareholders over the last week. We think that the...Price Target Changed • Sep 11Price target increased by 7.6% to €32.27Up from €30.00, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €25.70. Stock is up 7.3% over the past year. The company is forecast to post earnings per share of €1.47 for next year compared to €1.34 last year.분석 기사 • Sep 07What Is LU-VE S.p.A.'s (BIT:LUVE) Share Price Doing?LU-VE S.p.A. ( BIT:LUVE ), is not the largest company out there, but it saw significant share price movement during...Reported Earnings • Sep 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €154.5m (down 8.5% from 2Q 2023). Net income: €8.74m (down 26% from 2Q 2023). Profit margin: 5.7% (down from 7.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Building industry in Italy.New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (4.8% net profit margin).Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €141.9m (down 6.3% from 1Q 2023). Net income: €10.7m (up 69% from 1Q 2023). Profit margin: 7.5% (up from 4.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Building industry in Italy. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Apr 29Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (1.6%).공시 • Apr 28LU-VE S.p.A., Annual General Meeting, Apr 29, 2024LU-VE S.p.A., Annual General Meeting, Apr 29, 2024.공시 • Apr 27+ 1 more updateLU-VE S.p.A. to Report Nine Months, 2024 Results on Nov 13, 2024LU-VE S.p.A. announced that they will report nine months, 2024 results on Nov 13, 2024Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €23.95, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Building industry in Italy. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.85 per share.분석 기사 • Mar 16Analyst Estimates: Here's What Brokers Think Of LU-VE S.p.A. (BIT:LUVE) After Its Full-Year ReportLU-VE S.p.A. ( BIT:LUVE ) last week reported its latest annual results, which makes it a good time for investors to...Buy Or Sell Opportunity • Mar 15Now 21% overvaluedOver the last 90 days, the stock has fallen 2.3% to €21.20. The fair value is estimated to be €17.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €617.3m (flat on FY 2022). Net income: €29.7m (down 38% from FY 2022). Profit margin: 4.8% (down from 7.7% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Building industry in Italy.Buy Or Sell Opportunity • Feb 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to €22.05. The fair value is estimated to be €18.36, however this is not to be taken as a sell 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 53%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €23.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.18 per share.분석 기사 • Dec 20LU-VE S.p.A. (BIT:LUVE) Shares Could Be 32% Above Their Intrinsic Value EstimateKey Insights The projected fair value for LU-VE is €17.23 based on 2 Stage Free Cash Flow to Equity LU-VE's €22.75...Price Target Changed • Nov 24Price target decreased by 10% to €30.00Down from €33.50, the current price target is an average from 3 analysts. New target price is 49% above last closing price of €20.10. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.44 for next year compared to €2.15 last year.Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €144.1m (down 3.4% from 3Q 2022). Net income: €7.75m (down 35% from 3Q 2022). Profit margin: 5.4% (down from 8.0% in 3Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Building industry in Italy. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • Sep 11Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €168.9m (flat on 2Q 2022). Net income: €11.8m (up 1.6% from 2Q 2022). Profit margin: 7.0% (up from 6.9% in 2Q 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Building industry in Italy.분석 기사 • Aug 09Does LU-VE (BIT:LUVE) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • May 05Should You Be Adding LU-VE (BIT:LUVE) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Upcoming Dividend • May 01Upcoming dividend of €0.38 per share at 1.3% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Italian dividend payers (5.1%). Lower than average of industry peers (2.3%).Reported Earnings • Mar 18Full year 2022 earnings releasedFull year 2022 results: Revenue: €618.6m (up 26% from FY 2021). Net income: €47.7m (up 101% from FY 2021). Profit margin: 7.7% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Building industry in Italy.Price Target Changed • Mar 17Price target increased by 8.1% to €35.50Up from €32.83, the current price target is an average from 3 analysts. New target price is 22% above last closing price of €29.15. Stock is up 55% over the past year. The company is forecast to post earnings per share of €2.15 for next year compared to €1.07 last year.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €31.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.77 per share.분석 기사 • Feb 11Does This Valuation Of LU-VE S.p.A. (BIT:LUVE) Imply Investors Are Overpaying?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of LU-VE S.p.A...Buying Opportunity • Dec 06Now 21% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be €31.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to decline by 28% in the next 2 years.Price Target Changed • Nov 23Price target increased to €31.43Up from €29.10, the current price target is an average from 3 analysts. New target price is 31% above last closing price of €23.95. Stock is up 9.4% over the past year. The company is forecast to post earnings per share of €2.16 for next year compared to €1.07 last year.Major Estimate Revision • Nov 21Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €592.3m to €605.6m. EPS estimate increased from €1.86 to €2.15 per share. Net income forecast to shrink 28% next year vs 6.0% growth forecast for Building industry in Italy . Consensus price target up from €29.10 to €30.97. Share price was steady at €23.80 over the past week.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 Non-Executive Director Raffaella Cagliano 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.분석 기사 • Oct 12Calculating The Intrinsic Value Of LU-VE S.p.A. (BIT:LUVE)Today we will run through one way of estimating the intrinsic value of LU-VE S.p.A. ( BIT:LUVE ) by taking the forecast...Buying Opportunity • Oct 07Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €25.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 8.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €27.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 9.4% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.Reported Earnings • Sep 11First half 2022 earnings releasedFirst half 2022 results: Revenue: €318.4m (up 40% from 1H 2021). Net income: €32.7m (up 252% from 1H 2021). Profit margin: 10% (up from 4.1% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Building industry in Italy.Major Estimate Revision • Sep 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €562.1m to €571.8m. EPS estimate increased from €1.54 to €1.71 per share. Net income forecast to grow 54% next year vs 11% growth forecast for Building industry in Italy. Consensus price target up from €25.70 to €27.87. Share price rose 4.3% to €23.20 over the past week.Price Target Changed • Sep 09Price target increased to €27.87Up from €25.63, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €23.20. The company is forecast to post earnings per share of €1.54 for next year compared to €1.07 last year.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €24.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 143% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.87 per share.Major Estimate Revision • Jul 23Consensus EPS estimates increase by 23%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €543.4m to €562.1m. EPS estimate increased from €1.26 to €1.54 per share. Net income forecast to grow 43% next year vs 16% growth forecast for Building industry in Italy. Consensus price target broadly unchanged at €25.70. Share price rose 3.7% to €20.95 over the past week.분석 기사 • Jun 03Is LU-VE S.p.A. (BIT:LUVE) Expensive For A Reason? A Look At Its Intrinsic ValueToday we will run through one way of estimating the intrinsic value of LU-VE S.p.A. ( BIT:LUVE ) by estimating the...Upcoming Dividend • May 02Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (1.9%).Board Change • Apr 27Less 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 Non-Executive Director Raffaella Cagliano 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.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €16.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Building industry in Europe. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.71 per share.분석 기사 • Sep 29Here's Why LU-VE (BIT:LUVE) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Sep 09First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €227.6m (up 17% from 1H 2020). Net income: €9.29m (up 67% from 1H 2020). Profit margin: 4.1% (up from 2.9% in 1H 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Apr 27Upcoming dividend of €0.27 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (1.6%).분석 기사 • Apr 13LU-VE's (BIT:LUVE) Soft Earnings Are Actually Better Than They AppearLU-VE S.p.A.'s ( BIT:LUVE ) stock was strong despite it releasing a soft earnings report last week. Our analysis...분석 기사 • Apr 10LU-VE (BIT:LUVE) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Mar 20LU-VE S.p.A. (BIT:LUVE) Analysts Are Pretty Bullish On The Stock After Recent ResultsShareholders might have noticed that LU-VE S.p.A. ( BIT:LUVE ) filed its full-year result this time last week. The...Reported Earnings • Mar 19Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €401.5m (up 2.5% from FY 2019). Net income: €9.88m (down 44% from FY 2019). Profit margin: 2.5% (down from 4.5% in FY 2019). The decrease in margin was driven by higher expenses.Price Target Changed • Mar 18Price target increased to €18.13Up from €15.47, the current price target is an average from 3 analysts. New target price is 22% above last closing price of €14.90. Stock is up 70% over the past year.Is New 90 Day High Low • Feb 24New 90-day high: €16.15The company is up 12% from its price of €14.45 on 26 November 2020. The Italian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.23 per share.분석 기사 • Feb 23Is LU-VE S.p.A. (BIT:LUVE) A Smart Pick For Income Investors?Is LU-VE S.p.A. ( BIT:LUVE ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Is New 90 Day High Low • Feb 08New 90-day high: €15.05The company is up 9.0% from its price of €13.80 on 10 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Building industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.03 per share.분석 기사 • Jan 11Did LU-VE S.p.A. (BIT:LUVE) Use Debt To Deliver Its ROE Of 12%?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...분석 기사 • Dec 14Did You Miss LU-VE's (BIT:LUVE) 40% Share Price Gain?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...분석 기사 • Nov 23Should You Buy LU-VE S.p.A. (BIT:LUVE) For Its Dividend?Dividend paying stocks like LU-VE S.p.A. (BIT:LUVE) tend to be popular with investors, and for good reason - some...Is New 90 Day High Low • Nov 09New 90-day high: €13.20The company is up 9.0% from its price of €12.15 on 11 August 2020. The Italian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Building industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.62 per share.Is New 90 Day High Low • Sep 23New 90-day high: €12.55The company is up 8.0% from its price of €11.65 on 25 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Building industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.09 per share.Reported Earnings • Sep 18First half earnings releasedOver the last 12 months the company has reported total profits of €17.9m, up 22% from the prior year. Total revenue was €399.7m over the last 12 months, up 17% from the prior year.이익 및 매출 성장 예측BIT:LUVE - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288347066108512/31/2027775615294512/31/202667748447853/31/2026623423058N/A12/31/2025605383667N/A9/30/2025592363664N/A6/30/2025588314569N/A3/31/2025583315877N/A12/31/2024589345777N/A9/30/2024591307094N/A6/30/2024593316294N/A3/31/2024608344078N/A12/31/2023617303571N/A9/30/2023614292062N/A6/30/202362133645N/A3/31/2023621332560N/A12/31/202261948-333N/A9/30/202260151-1712N/A6/30/202258247-198N/A3/31/202252740-52-24N/A12/31/202149224-920N/A9/30/202146220-1315N/A6/30/2021434142048N/A3/31/2021418121844N/A12/31/2020401101540N/A9/30/2020401141742N/A6/30/2020400181844N/A3/31/2020396182048N/A12/31/201939218N/A51N/A9/30/201936616N/A48N/A6/30/201934114N/A45N/A3/31/201932415N/A33N/A12/31/201830715N/A21N/A9/30/201829813N/A18N/A6/30/201829010N/A15N/A3/31/20182808N/A17N/A12/31/20172706N/A19N/A9/30/20172618N/A20N/A6/30/201725210N/A21N/A3/31/201724413N/A23N/A12/31/201623616N/A25N/A9/30/201622913N/A22N/A6/30/201622211N/A20N/A3/31/201621710N/A20N/A12/31/20152119N/A21N/A9/30/201521412N/A25N/A6/30/201521614N/A29N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LUVE 의 연간 예상 수익 증가율(17%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: LUVE 의 연간 수익(17%)이 Italian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: LUVE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: LUVE 의 수익(연간 10.1%)이 Italian 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: LUVE 의 수익(연간 10.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: LUVE의 자본 수익률은 3년 후 17.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 18:50종가2026/05/26 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 소스LU-VE S.p.A.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michele BaldelliBNP ParibasLuigi De BellisEquita SIM S.p.A.Domenico GhilottiEquita SIM S.p.A.4명의 분석가 더 보기
Price Target Changed • May 14Price target increased by 28% to €62.58Up from €48.96, the current price target is an average from 5 analysts. New target price is 7.7% below last closing price of €67.80. Stock is up 111% over the past year. The company is forecast to post earnings per share of €2.12 for next year compared to €1.72 last year.
Price Target Changed • Apr 13Price target increased by 8.1% to €48.96Up from €45.30, the current price target is an average from 5 analysts. New target price is 6.3% above last closing price of €46.05. Stock is up 65% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.72 last year.
Price Target Changed • Dec 12Price target increased by 9.9% to €44.68Up from €40.63, the current price target is an average from 4 analysts. New target price is 14% above last closing price of €39.10. Stock is up 35% over the past year. The company is forecast to post earnings per share of €1.66 for next year compared to €1.55 last year.
Price Target Changed • Nov 06Price target increased by 12% to €40.63Up from €36.35, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €35.70. Stock is up 32% over the past year. The company is forecast to post earnings per share of €1.56 for next year compared to €1.55 last year.
분석 기사 • Sep 13The LU-VE S.p.A. (BIT:LUVE) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for LU-VE S.p.A. ( BIT:LUVE ) shareholders, because the company has just released its latest...
Price Target Changed • Mar 17Price target increased by 10% to €35.63Up from €32.27, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €29.70. Stock is up 43% over the past year. The company is forecast to post earnings per share of €1.70 for next year compared to €1.55 last year.
New Risk • May 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Price Target Changed • May 14Price target increased by 28% to €62.58Up from €48.96, the current price target is an average from 5 analysts. New target price is 7.7% below last closing price of €67.80. Stock is up 111% over the past year. The company is forecast to post earnings per share of €2.12 for next year compared to €1.72 last year.
Reported Earnings • May 14First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €153.4m (up 13% from 1Q 2025). Net income: €11.0m (up 47% from 1Q 2025). Profit margin: 7.2% (up from 5.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Building industry in Europe.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €53.10, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 88% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.74 per share.
Upcoming Dividend • Apr 27Upcoming dividend of €0.47 per shareEligible shareholders must have bought the stock before 04 May 2026. Payment date: 06 May 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (4.6%). Lower than average of industry peers (2.2%).
Price Target Changed • Apr 13Price target increased by 8.1% to €48.96Up from €45.30, the current price target is an average from 5 analysts. New target price is 6.3% above last closing price of €46.05. Stock is up 65% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.72 last year.
Buy Or Sell Opportunity • Mar 25Now 21% overvaluedOver the last 90 days, the stock has fallen 3.0% to €37.75. The fair value is estimated to be €31.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공시 • Mar 20LU-VE S.p.A., Annual General Meeting, Apr 28, 2026LU-VE S.p.A., Annual General Meeting, Apr 28, 2026, at 09:30 W. Europe Standard Time.
Declared Dividend • Mar 19Dividend increased to €0.47Dividend of €0.47 is 12% higher than last year. Ex-date: 4th May 2026 Payment date: 6th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 8.9% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 18LU-VE S.p.A. announces Annual dividend, payable on May 06, 2026LU-VE S.p.A. announced Annual dividend of EUR 0.4700 per share payable on May 06, 2026, ex-date on May 04, 2026 and record date on May 05, 2026.
Reported Earnings • Mar 15Full year 2025 earnings releasedFull year 2025 results: Revenue: €605.4m (up 2.9% from FY 2024). Net income: €38.1m (up 11% from FY 2024). Profit margin: 6.3% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in Europe.
Price Target Changed • Dec 12Price target increased by 9.9% to €44.68Up from €40.63, the current price target is an average from 4 analysts. New target price is 14% above last closing price of €39.10. Stock is up 35% over the past year. The company is forecast to post earnings per share of €1.66 for next year compared to €1.55 last year.
Reported Earnings • Nov 15Third quarter 2025 earnings releasedThird quarter 2025 results: EPS: €0.49. Revenue: €146.5m (up 3.5% from 3Q 2024). Net income: €10.8m (up 71% from 3Q 2024). Profit margin: 7.4% (up from 4.5% in 3Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Price Target Changed • Nov 06Price target increased by 12% to €40.63Up from €36.35, the current price target is an average from 3 analysts. New target price is 14% above last closing price of €35.70. Stock is up 32% over the past year. The company is forecast to post earnings per share of €1.56 for next year compared to €1.55 last year.
분석 기사 • Oct 05Here's Why LU-VE (BIT:LUVE) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Sep 13The LU-VE S.p.A. (BIT:LUVE) Interim Results Are Out And Analysts Have Published New ForecastsIt's been a good week for LU-VE S.p.A. ( BIT:LUVE ) shareholders, because the company has just released its latest...
Reported Earnings • Sep 10Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €159.8m (up 4.0% from 2Q 2024). Net income: €8.82m (flat on 2Q 2024). Profit margin: 5.5% (down from 5.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Building industry in Europe.
공시 • Sep 04+ 1 more updateLU-VE S.p.A. to Report Q3, 2025 Results on Nov 12, 2025LU-VE S.p.A. announced that they will report Q3, 2025 results on Nov 12, 2025
분석 기사 • Jun 17LU-VE (BIT:LUVE) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
New Risk • May 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: €0.34. Revenue: €135.3m (down 4.4% from 1Q 2024). Net income: €7.46m (down 30% from 1Q 2024). Profit margin: 5.5% (down from 7.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in Europe.
Upcoming Dividend • Apr 21Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 28 April 2025. Payment date: 30 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Italian dividend payers (5.8%). Lower than average of industry peers (1.8%).
분석 기사 • Apr 12We Think Shareholders Will Probably Be Generous With LU-VE S.p.A.'s (BIT:LUVE) CEO CompensationKey Insights LU-VE to hold its Annual General Meeting on 18th of April Salary of €525.0k is part of CEO Matteo...
Declared Dividend • Mar 19Dividend increased to €0.42Dividend of €0.42 is 5.0% higher than last year. Ex-date: 28th April 2025 Payment date: 30th April 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 9 years and payments have been stable during that time. 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 19LU-VE S.p.A., Annual General Meeting, Apr 18, 2025LU-VE S.p.A., Annual General Meeting, Apr 18, 2025, at 09:30 W. Europe Standard Time.
공시 • Mar 18LU-VE S.p.A. announces Annual dividend, payable on April 30, 2025LU-VE S.p.A. announced Annual dividend of EUR 0.4200 per share payable on April 30, 2025, ex-date on April 28, 2025 and record date on April 29, 2025.
Price Target Changed • Mar 17Price target increased by 10% to €35.63Up from €32.27, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €29.70. Stock is up 43% over the past year. The company is forecast to post earnings per share of €1.70 for next year compared to €1.55 last year.
분석 기사 • Mar 16The LU-VE S.p.A. (BIT:LUVE) Annual Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that LU-VE S.p.A. ( BIT:LUVE ) released its annual result to the market. The early...
Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: €589.1m (down 4.4% from FY 2023). Net income: €34.5m (up 16% from FY 2023). Profit margin: 5.9% (up from 4.8% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Building industry in Italy.
Reported Earnings • Nov 14Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €143.1m (down 1.3% from 3Q 2023). Net income: €6.34m (down 18% from 3Q 2023). Profit margin: 4.4% (down from 5.3% in 3Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Building industry in Italy.
분석 기사 • Sep 13Some Investors May Be Willing To Look Past LU-VE's (BIT:LUVE) Soft EarningsSoft earnings didn't appear to concern LU-VE S.p.A.'s ( BIT:LUVE ) shareholders over the last week. We think that the...
Price Target Changed • Sep 11Price target increased by 7.6% to €32.27Up from €30.00, the current price target is an average from 3 analysts. New target price is 26% above last closing price of €25.70. Stock is up 7.3% over the past year. The company is forecast to post earnings per share of €1.47 for next year compared to €1.34 last year.
분석 기사 • Sep 07What Is LU-VE S.p.A.'s (BIT:LUVE) Share Price Doing?LU-VE S.p.A. ( BIT:LUVE ), is not the largest company out there, but it saw significant share price movement during...
Reported Earnings • Sep 06Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €154.5m (down 8.5% from 2Q 2023). Net income: €8.74m (down 26% from 2Q 2023). Profit margin: 5.7% (down from 7.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Building industry in Italy.
New Risk • May 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Profit margins are more than 30% lower than last year (4.8% net profit margin).
Reported Earnings • May 14First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €141.9m (down 6.3% from 1Q 2023). Net income: €10.7m (up 69% from 1Q 2023). Profit margin: 7.5% (up from 4.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Building industry in Italy. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Apr 29Upcoming dividend of €0.40 per shareEligible shareholders must have bought the stock before 06 May 2024. Payment date: 08 May 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.7%). Higher than average of industry peers (1.6%).
공시 • Apr 28LU-VE S.p.A., Annual General Meeting, Apr 29, 2024LU-VE S.p.A., Annual General Meeting, Apr 29, 2024.
공시 • Apr 27+ 1 more updateLU-VE S.p.A. to Report Nine Months, 2024 Results on Nov 13, 2024LU-VE S.p.A. announced that they will report nine months, 2024 results on Nov 13, 2024
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €23.95, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Building industry in Italy. Total returns to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.85 per share.
분석 기사 • Mar 16Analyst Estimates: Here's What Brokers Think Of LU-VE S.p.A. (BIT:LUVE) After Its Full-Year ReportLU-VE S.p.A. ( BIT:LUVE ) last week reported its latest annual results, which makes it a good time for investors to...
Buy Or Sell Opportunity • Mar 15Now 21% overvaluedOver the last 90 days, the stock has fallen 2.3% to €21.20. The fair value is estimated to be €17.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: €617.3m (flat on FY 2022). Net income: €29.7m (down 38% from FY 2022). Profit margin: 4.8% (down from 7.7% in FY 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Building industry in Italy.
Buy Or Sell Opportunity • Feb 20Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to €22.05. The fair value is estimated to be €18.36, however this is not to be taken as a sell 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 53%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €23.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.18 per share.
분석 기사 • Dec 20LU-VE S.p.A. (BIT:LUVE) Shares Could Be 32% Above Their Intrinsic Value EstimateKey Insights The projected fair value for LU-VE is €17.23 based on 2 Stage Free Cash Flow to Equity LU-VE's €22.75...
Price Target Changed • Nov 24Price target decreased by 10% to €30.00Down from €33.50, the current price target is an average from 3 analysts. New target price is 49% above last closing price of €20.10. Stock is down 16% over the past year. The company is forecast to post earnings per share of €1.44 for next year compared to €2.15 last year.
Reported Earnings • Nov 17Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €144.1m (down 3.4% from 3Q 2022). Net income: €7.75m (down 35% from 3Q 2022). Profit margin: 5.4% (down from 8.0% in 3Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Building industry in Italy. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Sep 11Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €168.9m (flat on 2Q 2022). Net income: €11.8m (up 1.6% from 2Q 2022). Profit margin: 7.0% (up from 6.9% in 2Q 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Building industry in Italy.
분석 기사 • Aug 09Does LU-VE (BIT:LUVE) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • May 05Should You Be Adding LU-VE (BIT:LUVE) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Upcoming Dividend • May 01Upcoming dividend of €0.38 per share at 1.3% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 10 May 2023. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Italian dividend payers (5.1%). Lower than average of industry peers (2.3%).
Reported Earnings • Mar 18Full year 2022 earnings releasedFull year 2022 results: Revenue: €618.6m (up 26% from FY 2021). Net income: €47.7m (up 101% from FY 2021). Profit margin: 7.7% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Building industry in Italy.
Price Target Changed • Mar 17Price target increased by 8.1% to €35.50Up from €32.83, the current price target is an average from 3 analysts. New target price is 22% above last closing price of €29.15. Stock is up 55% over the past year. The company is forecast to post earnings per share of €2.15 for next year compared to €1.07 last year.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €31.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €24.77 per share.
분석 기사 • Feb 11Does This Valuation Of LU-VE S.p.A. (BIT:LUVE) Imply Investors Are Overpaying?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of LU-VE S.p.A...
Buying Opportunity • Dec 06Now 21% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be €31.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 40%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to decline by 28% in the next 2 years.
Price Target Changed • Nov 23Price target increased to €31.43Up from €29.10, the current price target is an average from 3 analysts. New target price is 31% above last closing price of €23.95. Stock is up 9.4% over the past year. The company is forecast to post earnings per share of €2.16 for next year compared to €1.07 last year.
Major Estimate Revision • Nov 21Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €592.3m to €605.6m. EPS estimate increased from €1.86 to €2.15 per share. Net income forecast to shrink 28% next year vs 6.0% growth forecast for Building industry in Italy . Consensus price target up from €29.10 to €30.97. Share price was steady at €23.80 over the past week.
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 Non-Executive Director Raffaella Cagliano 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.
분석 기사 • Oct 12Calculating The Intrinsic Value Of LU-VE S.p.A. (BIT:LUVE)Today we will run through one way of estimating the intrinsic value of LU-VE S.p.A. ( BIT:LUVE ) by taking the forecast...
Buying Opportunity • Oct 07Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €25.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 8.6% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.
Buying Opportunity • Sep 21Now 21% undervaluedOver the last 90 days, the stock is up 9.8%. The fair value is estimated to be €27.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 9.4% in 2 years. Earnings is forecast to decline by 20% in the next 2 years.
Reported Earnings • Sep 11First half 2022 earnings releasedFirst half 2022 results: Revenue: €318.4m (up 40% from 1H 2021). Net income: €32.7m (up 252% from 1H 2021). Profit margin: 10% (up from 4.1% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Building industry in Italy.
Major Estimate Revision • Sep 10Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €562.1m to €571.8m. EPS estimate increased from €1.54 to €1.71 per share. Net income forecast to grow 54% next year vs 11% growth forecast for Building industry in Italy. Consensus price target up from €25.70 to €27.87. Share price rose 4.3% to €23.20 over the past week.
Price Target Changed • Sep 09Price target increased to €27.87Up from €25.63, the current price target is an average from 3 analysts. New target price is 20% above last closing price of €23.20. The company is forecast to post earnings per share of €1.54 for next year compared to €1.07 last year.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to €24.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Building industry in Europe. Total returns to shareholders of 143% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.87 per share.
Major Estimate Revision • Jul 23Consensus EPS estimates increase by 23%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €543.4m to €562.1m. EPS estimate increased from €1.26 to €1.54 per share. Net income forecast to grow 43% next year vs 16% growth forecast for Building industry in Italy. Consensus price target broadly unchanged at €25.70. Share price rose 3.7% to €20.95 over the past week.
분석 기사 • Jun 03Is LU-VE S.p.A. (BIT:LUVE) Expensive For A Reason? A Look At Its Intrinsic ValueToday we will run through one way of estimating the intrinsic value of LU-VE S.p.A. ( BIT:LUVE ) by estimating the...
Upcoming Dividend • May 02Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 09 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (1.9%).
Board Change • Apr 27Less 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 Non-Executive Director Raffaella Cagliano 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.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €16.80, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Building industry in Europe. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.71 per share.
분석 기사 • Sep 29Here's Why LU-VE (BIT:LUVE) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Sep 09First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €227.6m (up 17% from 1H 2020). Net income: €9.29m (up 67% from 1H 2020). Profit margin: 4.1% (up from 2.9% in 1H 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Apr 27Upcoming dividend of €0.27 per shareEligible shareholders must have bought the stock before 03 May 2021. Payment date: 05 May 2021. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (3.9%). Higher than average of industry peers (1.6%).
분석 기사 • Apr 13LU-VE's (BIT:LUVE) Soft Earnings Are Actually Better Than They AppearLU-VE S.p.A.'s ( BIT:LUVE ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
분석 기사 • Apr 10LU-VE (BIT:LUVE) Takes On Some Risk With Its Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Mar 20LU-VE S.p.A. (BIT:LUVE) Analysts Are Pretty Bullish On The Stock After Recent ResultsShareholders might have noticed that LU-VE S.p.A. ( BIT:LUVE ) filed its full-year result this time last week. The...
Reported Earnings • Mar 19Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €401.5m (up 2.5% from FY 2019). Net income: €9.88m (down 44% from FY 2019). Profit margin: 2.5% (down from 4.5% in FY 2019). The decrease in margin was driven by higher expenses.
Price Target Changed • Mar 18Price target increased to €18.13Up from €15.47, the current price target is an average from 3 analysts. New target price is 22% above last closing price of €14.90. Stock is up 70% over the past year.
Is New 90 Day High Low • Feb 24New 90-day high: €16.15The company is up 12% from its price of €14.45 on 26 November 2020. The Italian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Building industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.23 per share.
분석 기사 • Feb 23Is LU-VE S.p.A. (BIT:LUVE) A Smart Pick For Income Investors?Is LU-VE S.p.A. ( BIT:LUVE ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Is New 90 Day High Low • Feb 08New 90-day high: €15.05The company is up 9.0% from its price of €13.80 on 10 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Building industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.03 per share.
분석 기사 • Jan 11Did LU-VE S.p.A. (BIT:LUVE) Use Debt To Deliver Its ROE Of 12%?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
분석 기사 • Dec 14Did You Miss LU-VE's (BIT:LUVE) 40% Share Price Gain?Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
분석 기사 • Nov 23Should You Buy LU-VE S.p.A. (BIT:LUVE) For Its Dividend?Dividend paying stocks like LU-VE S.p.A. (BIT:LUVE) tend to be popular with investors, and for good reason - some...
Is New 90 Day High Low • Nov 09New 90-day high: €13.20The company is up 9.0% from its price of €12.15 on 11 August 2020. The Italian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Building industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.62 per share.
Is New 90 Day High Low • Sep 23New 90-day high: €12.55The company is up 8.0% from its price of €11.65 on 25 June 2020. The Italian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Building industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.09 per share.
Reported Earnings • Sep 18First half earnings releasedOver the last 12 months the company has reported total profits of €17.9m, up 22% from the prior year. Total revenue was €399.7m over the last 12 months, up 17% from the prior year.