View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSalcef Group 향후 성장Future 기준 점검 4/6Salcef Group (는) 각각 연간 23.3% 및 11.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 1.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.1% 로 예상됩니다.핵심 정보23.3%이익 성장률1.74%EPS 성장률Construction 이익 성장12.6%매출 성장률11.4%향후 자기자본이익률19.14%애널리스트 커버리지Low마지막 업데이트12 Nov 2024최근 향후 성장 업데이트Price Target Changed • May 17Price target decreased by 10% to €27.38Down from €30.53, the current price target is an average from 4 analysts. New target price is 7.8% above last closing price of €25.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €1.01 last year.Price Target Changed • Nov 29Price target increased by 7.0% to €29.43Up from €27.49, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €24.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €0.73 last year.Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €691.0m to €704.9m. EPS estimate increased from €1.01 to €1.16 per share. Net income forecast to grow 58% next year vs 58% growth forecast for Construction industry in Italy. Consensus price target up from €25.01 to €26.26. Share price was steady at €22.10 over the past week.Price Target Changed • Aug 17Price target decreased to €21.37Down from €25.00, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €17.68. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.76 last year.Price Target Changed • May 25Price target increased to €15.87Up from €14.47, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €13.55. Stock is up 20% over the past year.Price Target Changed • May 17Price target increased to €14.80Up from €13.80, the current price target is an average from 4 analysts. New target price is 8.0% above last closing price of €13.70. Stock is up 36% over the past year.모든 업데이트 보기Recent updatesReported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €248.6m (up 22% from 3Q 2023). Net income: €18.5m (down 7.8% from 3Q 2023). Profit margin: 7.4% (down from 9.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction 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 only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €275.5m (up 38% from 2Q 2023). Net income: €18.8m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €213.2m (up 36% from 1Q 2023). Net income: €16.2m (up 13% from 1Q 2023). Profit margin: 7.6% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.Price Target Changed • May 17Price target decreased by 10% to €27.38Down from €30.53, the current price target is an average from 4 analysts. New target price is 7.8% above last closing price of €25.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €1.01 last year.Upcoming Dividend • May 06Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.9%).Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €25.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.47 per share.Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to €22.40. The fair value is estimated to be €28.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Buy Or Sell Opportunity • Mar 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €22.45. The fair value is estimated to be €28.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Reported Earnings • Mar 18Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: €1.01 (up from €0.73 in FY 2022). Revenue: €785.3m (up 42% from FY 2022). Net income: €61.9m (up 37% from FY 2022). Profit margin: 7.9% (down from 8.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.분석 기사 • Feb 03Be Wary Of Salcef Group (BIT:SCF) And 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...공시 • Jan 28+ 4 more updatesSalcef Group S.p.A. to Report First Half, 2024 Results on Aug 08, 2024Salcef Group S.p.A. announced that they will report first half, 2024 results on Aug 08, 2024분석 기사 • Jan 09Salcef Group (BIT:SCF) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Nov 29Price target increased by 7.0% to €29.43Up from €27.49, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €24.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €0.73 last year.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.33 (vs €0.24 in 3Q 2022)Third quarter 2023 results: EPS: €0.33 (up from €0.24 in 3Q 2022). Revenue: €211.4m (up 40% from 3Q 2022). Net income: €20.0m (up 35% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Oct 24Some Investors May Be Worried About Salcef Group's (BIT:SCF) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...분석 기사 • Sep 29Is Salcef Group (BIT:SCF) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Aug 12Estimating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Key Insights The projected fair value for Salcef Group is €20.66 based on 2 Stage Free Cash Flow to Equity Current...Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.27 (vs €0.14 in 2Q 2022)Second quarter 2023 results: EPS: €0.27 (up from €0.14 in 2Q 2022). Revenue: €199.6m (up 66% from 2Q 2022). Net income: €16.8m (up 100% from 2Q 2022). Profit margin: 8.4% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 03Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions. Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl on August 1, 2023.분석 기사 • Jul 07Investors Could Be Concerned With Salcef Group's (BIT:SCF) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...공시 • Jun 27Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions.Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: €0.23 (vs €0.088 in 1Q 2022)First quarter 2023 results: EPS: €0.23 (up from €0.088 in 1Q 2022). Revenue: €156.9m (up 48% from 1Q 2022). Net income: €14.3m (up 163% from 1Q 2022). Profit margin: 9.1% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 30Salcef Group S.p.A. (BIT:SCF) announces an Equity Buyback for 5,441,748 shares, representing 8.72% of its issued share capital.Salcef Group S.p.A. (BIT:SCF) commences share repurchases on May 22, 2023, under the program mandated by the shareholders in the Ordinary General Meeting held on April 27, 2023. As per the mandate, the company is authorized to repurchase up to 5,441,748 shares, representing 8.7% of the company's share capital. The company is authorized to repurchase its own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The program will be valid for 18 months. As of March 28, 2023, the company had 62,399,906 issued shares and had 798,243 treasury shares. On May 16, 2023, the company announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, for €8 million. The repurchases will expire on October 27, 2024.Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €691.0m to €704.9m. EPS estimate increased from €1.01 to €1.16 per share. Net income forecast to grow 58% next year vs 58% growth forecast for Construction industry in Italy. Consensus price target up from €25.01 to €26.26. Share price was steady at €22.10 over the past week.분석 기사 • May 09Here's Why Salcef Group (BIT:SCF) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Upcoming Dividend • May 08Upcoming dividend of €0.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.2%). Lower than average of industry peers (3.7%).분석 기사 • Apr 18Should You Investigate Salcef Group S.p.A. (BIT:SCF) At €20.70?Salcef Group S.p.A. ( BIT:SCF ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • Mar 29There Are Reasons To Feel Uneasy About Salcef Group's (BIT:SCF) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.90, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 138% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.25 per share.Reported Earnings • Mar 18Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.73. Revenue: €554.7m (up 28% from FY 2021). Net income: €45.3m (up 16% from FY 2021). Profit margin: 8.2% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Italy.분석 기사 • Jan 05We Think Salcef Group (BIT:SCF) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Dec 20Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family.Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family on December 18, 2022. The transaction has an Enterprise Value of about €70 million including the assumption of some Francesco Ventura’s financial liabilities and the payment of the consideration for the share purchase, which will take place partially at the closing and, for the residual portion, on a deferred basis. The deal will be entirely funded with Salcef Group’s own resources. Francesco Ventura Costruzioni Ferroviarie Srl reported revenues of approximately €50 million in the years 2020 and 2021. The closing of the transaction is subject to fulfilment of some conditions precedent and is expected to close in the coming weeks.분석 기사 • Dec 13Salcef Group S.p.A.'s (BIT:SCF) Intrinsic Value Is Potentially 22% Below Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.24 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.24 (up from €0.20 in 3Q 2021). Revenue: €159.1m (up 53% from 3Q 2021). Net income: €14.8m (up 28% from 3Q 2021). Profit margin: 9.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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 • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €14.84, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Construction industry in Europe. Total loss to shareholders of 16% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €16.11 per share.분석 기사 • Sep 21Is Salcef Group (BIT:SCF) A Risky Investment?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 • Sep 02Capital Allocation Trends At Salcef Group (BIT:SCF) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Price Target Changed • Aug 17Price target decreased to €21.37Down from €25.00, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €17.68. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.76 last year.분석 기사 • Aug 10Estimating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...Reported Earnings • Aug 07Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €124.4m (up 4.8% from 2Q 2021). Net income: €8.36m (down 27% from 2Q 2021). Profit margin: 6.7% (down from 9.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in Italy.분석 기사 • May 30Salcef Group (BIT:SCF) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • May 09Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (3.6%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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 • Apr 15Is Salcef Group (BIT:SCF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Mar 24Calculating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...분석 기사 • Nov 28Some Shareholders Feeling Restless Over Salcef Group S.p.A.'s (BIT:SCF) P/E RatioSalcef Group S.p.A.'s ( BIT:SCF ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right now...분석 기사 • Aug 10Is Salcef Group (BIT:SCF) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 08Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €120.0m (up 46% from 2Q 2020). Net income: €11.4m (up €20.9m from 2Q 2020). Profit margin: 9.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.분석 기사 • Jun 10Salcef Group's (BIT:SCF) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Price Target Changed • May 25Price target increased to €15.87Up from €14.47, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €13.55. Stock is up 20% over the past year.Price Target Changed • May 17Price target increased to €14.80Up from €13.80, the current price target is an average from 4 analysts. New target price is 8.0% above last closing price of €13.70. Stock is up 36% over the past year.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.04 to €0.90. Revenue forecast unchanged from €393.9m at last update. Net income forecast to grow 17% next year vs 13% growth forecast for Construction industry in Italy. Consensus price target of €14.47 unchanged from last update. Share price fell 2.1% to €13.70 over the past week.Upcoming Dividend • May 17Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (3.8%). In line with average of industry peers (2.8%).분석 기사 • Mar 31Here's How We Evaluate Salcef Group S.p.A.'s (BIT:SCF) DividendIs Salcef Group S.p.A. ( BIT:SCF ) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.01 (vs €0.97 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €338.2m (up 10.0% from FY 2019). Net income: €41.1m (up 7.1% from FY 2019). Profit margin: 12% (in line with FY 2019).분석 기사 • Mar 11We Like Salcef Group's (BIT:SCF) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...분석 기사 • Feb 19Introducing Salcef Group (BIT:SCF), A Stock That Climbed 17% In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But if you pick...Is New 90 Day High Low • Feb 12New 90-day high: €12.25The company is up 6.0% from its price of €11.60 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.60 per share.분석 기사 • Jan 28Calculating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...Is New 90 Day High Low • Jan 23New 90-day high: €12.05The company is up 3.0% from its price of €11.75 on 23 October 2020. The Italian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.28 per share.분석 기사 • Jan 07Declining Stock and Decent Financials: Is The Market Wrong About Salcef Group S.p.A. (BIT:SCF)?It is hard to get excited after looking at Salcef Group's (BIT:SCF) recent performance, when its stock has declined...분석 기사 • Dec 17Factors Income Investors Should Consider Before Adding Salcef Group S.p.A. (BIT:SCF) To Their PortfolioToday we'll take a closer look at Salcef Group S.p.A. ( BIT:SCF ) from a dividend investor's perspective. Owning a...Reported Earnings • Nov 28Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.분석 기사 • Nov 26Analysts Are Betting On Salcef Group S.p.A. (BIT:SCF) With A Big Upgrade This WeekShareholders in Salcef Group S.p.A. (BIT:SCF) may be thrilled to learn that the analysts have just delivered a major...Reported Earnings • Nov 21Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Oct 30New 90-day low: €11.25The company is down 5.0% from its price of €11.80 on 31 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.이익 및 매출 성장 예측BIT:SCF - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20261,217113110N/A212/31/20251,06510480N/A312/31/20249548728N/A39/30/202494964N/AN/AN/A6/30/2024912662497N/A3/31/202484064N/AN/AN/A12/31/2023785621681N/A9/30/202373868N/AN/AN/A6/30/20236856344108N/A3/31/202360654N/AN/AN/A12/31/20225564551125N/A9/30/202249841N/AN/AN/A6/30/2022450381889N/A3/31/202244841N/AN/AN/A12/31/2021435391969N/A9/30/202141958N/AN/AN/A6/30/2021400583372N/A3/31/202136343N/AN/AN/A12/31/2020338413669N/A9/30/202030214N/AN/AN/A6/30/202029812-1120N/A3/31/202028921N/AN/AN/A12/31/201928728-1425N/A9/30/201931430N/AN/AN/A6/30/201932726N/AN/AN/A3/31/201932228N/AN/AN/A12/31/2018325292452N/A12/31/201731628N/A-17N/A12/31/20162707N/A45N/A12/31/20151623N/A62N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SCF 의 연간 예상 수익 증가율(23.3%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: SCF 의 연간 수익(23.3%)이 Italian 시장(10.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SCF 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: SCF 의 수익(연간 11.4%)이 Italian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SCF 의 수익(연간 11.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SCF의 자본 수익률은 3년 후 19.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/11/20 21:47종가2024/11/18 00:00수익2024/09/30연간 수익2023/12/31데이터 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 소스Salcef Group S.p.A.는 2명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gabriele GambarovaBanca Akros S.p.A. (ESN)Dario MichiBNP Paribas
Price Target Changed • May 17Price target decreased by 10% to €27.38Down from €30.53, the current price target is an average from 4 analysts. New target price is 7.8% above last closing price of €25.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €1.01 last year.
Price Target Changed • Nov 29Price target increased by 7.0% to €29.43Up from €27.49, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €24.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €0.73 last year.
Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €691.0m to €704.9m. EPS estimate increased from €1.01 to €1.16 per share. Net income forecast to grow 58% next year vs 58% growth forecast for Construction industry in Italy. Consensus price target up from €25.01 to €26.26. Share price was steady at €22.10 over the past week.
Price Target Changed • Aug 17Price target decreased to €21.37Down from €25.00, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €17.68. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.76 last year.
Price Target Changed • May 25Price target increased to €15.87Up from €14.47, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €13.55. Stock is up 20% over the past year.
Price Target Changed • May 17Price target increased to €14.80Up from €13.80, the current price target is an average from 4 analysts. New target price is 8.0% above last closing price of €13.70. Stock is up 36% over the past year.
Reported Earnings • Nov 17Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €248.6m (up 22% from 3Q 2023). Net income: €18.5m (down 7.8% from 3Q 2023). Profit margin: 7.4% (down from 9.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction 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 only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 11Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: €275.5m (up 38% from 2Q 2023). Net income: €18.8m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 8.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €213.2m (up 36% from 1Q 2023). Net income: €16.2m (up 13% from 1Q 2023). Profit margin: 7.6% (down from 9.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy.
Price Target Changed • May 17Price target decreased by 10% to €27.38Down from €30.53, the current price target is an average from 4 analysts. New target price is 7.8% above last closing price of €25.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €1.41 for next year compared to €1.01 last year.
Upcoming Dividend • May 06Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.9%).
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €25.90, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €28.47 per share.
Buy Or Sell Opportunity • Apr 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to €22.40. The fair value is estimated to be €28.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Buy Or Sell Opportunity • Mar 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.4% to €22.45. The fair value is estimated to be €28.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Reported Earnings • Mar 18Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: €1.01 (up from €0.73 in FY 2022). Revenue: €785.3m (up 42% from FY 2022). Net income: €61.9m (up 37% from FY 2022). Profit margin: 7.9% (down from 8.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
분석 기사 • Feb 03Be Wary Of Salcef Group (BIT:SCF) And 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...
공시 • Jan 28+ 4 more updatesSalcef Group S.p.A. to Report First Half, 2024 Results on Aug 08, 2024Salcef Group S.p.A. announced that they will report first half, 2024 results on Aug 08, 2024
분석 기사 • Jan 09Salcef Group (BIT:SCF) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Nov 29Price target increased by 7.0% to €29.43Up from €27.49, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €24.30. Stock is up 40% over the past year. The company is forecast to post earnings per share of €1.08 for next year compared to €0.73 last year.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: €0.33 (vs €0.24 in 3Q 2022)Third quarter 2023 results: EPS: €0.33 (up from €0.24 in 3Q 2022). Revenue: €211.4m (up 40% from 3Q 2022). Net income: €20.0m (up 35% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Oct 24Some Investors May Be Worried About Salcef Group's (BIT:SCF) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
분석 기사 • Sep 29Is Salcef Group (BIT:SCF) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Aug 12Estimating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Key Insights The projected fair value for Salcef Group is €20.66 based on 2 Stage Free Cash Flow to Equity Current...
Reported Earnings • Aug 06Second quarter 2023 earnings released: EPS: €0.27 (vs €0.14 in 2Q 2022)Second quarter 2023 results: EPS: €0.27 (up from €0.14 in 2Q 2022). Revenue: €199.6m (up 66% from 2Q 2022). Net income: €16.8m (up 100% from 2Q 2022). Profit margin: 8.4% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 03Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions. Salcef Group S.p.A. (BIT:SCF) completed the acquisition of Colmar Technik Srl on August 1, 2023.
분석 기사 • Jul 07Investors Could Be Concerned With Salcef Group's (BIT:SCF) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
공시 • Jun 27Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million.Salcef Group S.p.A. (BIT:SCF) signed a preliminary agreement to acquire Colmar Technik Srl for an enterprise value of approximately €25 million on June 26, 2023. Upon signing of the agreement, €2 million were already paid. The remaining part of the payment will take place at the closing, expected by next August. The acquisition was financed entirely through the Salcef Group's own resources. Colmar can count on around 110 employees and a backlog of more than €40 millions.
Reported Earnings • Jun 01First quarter 2023 earnings released: EPS: €0.23 (vs €0.088 in 1Q 2022)First quarter 2023 results: EPS: €0.23 (up from €0.088 in 1Q 2022). Revenue: €156.9m (up 48% from 1Q 2022). Net income: €14.3m (up 163% from 1Q 2022). Profit margin: 9.1% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 30Salcef Group S.p.A. (BIT:SCF) announces an Equity Buyback for 5,441,748 shares, representing 8.72% of its issued share capital.Salcef Group S.p.A. (BIT:SCF) commences share repurchases on May 22, 2023, under the program mandated by the shareholders in the Ordinary General Meeting held on April 27, 2023. As per the mandate, the company is authorized to repurchase up to 5,441,748 shares, representing 8.7% of the company's share capital. The company is authorized to repurchase its own shares, such that the company’s holding in treasury does not exceed 10% of its issued share capital. The program will be valid for 18 months. As of March 28, 2023, the company had 62,399,906 issued shares and had 798,243 treasury shares. On May 16, 2023, the company announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, for €8 million. The repurchases will expire on October 27, 2024.
Major Estimate Revision • May 18Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from €691.0m to €704.9m. EPS estimate increased from €1.01 to €1.16 per share. Net income forecast to grow 58% next year vs 58% growth forecast for Construction industry in Italy. Consensus price target up from €25.01 to €26.26. Share price was steady at €22.10 over the past week.
분석 기사 • May 09Here's Why Salcef Group (BIT:SCF) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Upcoming Dividend • May 08Upcoming dividend of €0.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 15 May 2023. Payment date: 17 May 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.2%). Lower than average of industry peers (3.7%).
분석 기사 • Apr 18Should You Investigate Salcef Group S.p.A. (BIT:SCF) At €20.70?Salcef Group S.p.A. ( BIT:SCF ), is not the largest company out there, but it received a lot of attention from a...
분석 기사 • Mar 29There Are Reasons To Feel Uneasy About Salcef Group's (BIT:SCF) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €20.90, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Construction industry in Italy. Total returns to shareholders of 138% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.25 per share.
Reported Earnings • Mar 18Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: €0.73. Revenue: €554.7m (up 28% from FY 2021). Net income: €45.3m (up 16% from FY 2021). Profit margin: 8.2% (down from 9.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Construction industry in Italy.
분석 기사 • Jan 05We Think Salcef Group (BIT:SCF) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Dec 20Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family.Salcef Group S.p.A. (BIT:SCF) agreed to acquire Francesco Ventura Costruzioni Ferroviarie Srl from Ventura family on December 18, 2022. The transaction has an Enterprise Value of about €70 million including the assumption of some Francesco Ventura’s financial liabilities and the payment of the consideration for the share purchase, which will take place partially at the closing and, for the residual portion, on a deferred basis. The deal will be entirely funded with Salcef Group’s own resources. Francesco Ventura Costruzioni Ferroviarie Srl reported revenues of approximately €50 million in the years 2020 and 2021. The closing of the transaction is subject to fulfilment of some conditions precedent and is expected to close in the coming weeks.
분석 기사 • Dec 13Salcef Group S.p.A.'s (BIT:SCF) Intrinsic Value Is Potentially 22% Below Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: €0.24 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.24 (up from €0.20 in 3Q 2021). Revenue: €159.1m (up 53% from 3Q 2021). Net income: €14.8m (up 28% from 3Q 2021). Profit margin: 9.3% (down from 11% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Construction industry in Italy. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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 • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €14.84, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Construction industry in Europe. Total loss to shareholders of 16% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €16.11 per share.
분석 기사 • Sep 21Is Salcef Group (BIT:SCF) A Risky Investment?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 • Sep 02Capital Allocation Trends At Salcef Group (BIT:SCF) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Price Target Changed • Aug 17Price target decreased to €21.37Down from €25.00, the current price target is an average from 4 analysts. New target price is 21% above last closing price of €17.68. Stock is up 3.7% over the past year. The company is forecast to post earnings per share of €0.83 for next year compared to €0.76 last year.
분석 기사 • Aug 10Estimating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...
Reported Earnings • Aug 07Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: €124.4m (up 4.8% from 2Q 2021). Net income: €8.36m (down 27% from 2Q 2021). Profit margin: 6.7% (down from 9.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 21% growth forecast for the industry in Italy.
분석 기사 • May 30Salcef Group (BIT:SCF) Is Reinvesting At Lower Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • May 09Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 16 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (3.6%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Chairman of the Board of Statutory Auditor Daniela Lambardi was the last 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 • Apr 15Is Salcef Group (BIT:SCF) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Mar 24Calculating The Fair Value Of Salcef Group S.p.A. (BIT:SCF)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Salcef Group S.p.A...
분석 기사 • Nov 28Some Shareholders Feeling Restless Over Salcef Group S.p.A.'s (BIT:SCF) P/E RatioSalcef Group S.p.A.'s ( BIT:SCF ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a sell right now...
분석 기사 • Aug 10Is Salcef Group (BIT:SCF) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 08Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €120.0m (up 46% from 2Q 2020). Net income: €11.4m (up €20.9m from 2Q 2020). Profit margin: 9.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
분석 기사 • Jun 10Salcef Group's (BIT:SCF) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Price Target Changed • May 25Price target increased to €15.87Up from €14.47, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €13.55. Stock is up 20% over the past year.
Price Target Changed • May 17Price target increased to €14.80Up from €13.80, the current price target is an average from 4 analysts. New target price is 8.0% above last closing price of €13.70. Stock is up 36% over the past year.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 EPS estimate fell from €1.04 to €0.90. Revenue forecast unchanged from €393.9m at last update. Net income forecast to grow 17% next year vs 13% growth forecast for Construction industry in Italy. Consensus price target of €14.47 unchanged from last update. Share price fell 2.1% to €13.70 over the past week.
Upcoming Dividend • May 17Upcoming dividend of €0.42 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 26 May 2021. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (3.8%). In line with average of industry peers (2.8%).
분석 기사 • Mar 31Here's How We Evaluate Salcef Group S.p.A.'s (BIT:SCF) DividendIs Salcef Group S.p.A. ( BIT:SCF ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Mar 27Full year 2020 earnings released: EPS €1.01 (vs €0.97 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: €338.2m (up 10.0% from FY 2019). Net income: €41.1m (up 7.1% from FY 2019). Profit margin: 12% (in line with FY 2019).
분석 기사 • Mar 11We Like Salcef Group's (BIT:SCF) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
분석 기사 • Feb 19Introducing Salcef Group (BIT:SCF), A Stock That Climbed 17% In The Last YearThese days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But if you pick...
Is New 90 Day High Low • Feb 12New 90-day high: €12.25The company is up 6.0% from its price of €11.60 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.60 per share.
분석 기사 • Jan 28Calculating The Intrinsic Value Of Salcef Group S.p.A. (BIT:SCF)How far off is Salcef Group S.p.A. ( BIT:SCF ) from its intrinsic value? Using the most recent financial data, we'll...
Is New 90 Day High Low • Jan 23New 90-day high: €12.05The company is up 3.0% from its price of €11.75 on 23 October 2020. The Italian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.28 per share.
분석 기사 • Jan 07Declining Stock and Decent Financials: Is The Market Wrong About Salcef Group S.p.A. (BIT:SCF)?It is hard to get excited after looking at Salcef Group's (BIT:SCF) recent performance, when its stock has declined...
분석 기사 • Dec 17Factors Income Investors Should Consider Before Adding Salcef Group S.p.A. (BIT:SCF) To Their PortfolioToday we'll take a closer look at Salcef Group S.p.A. ( BIT:SCF ) from a dividend investor's perspective. Owning a...
Reported Earnings • Nov 28Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.
분석 기사 • Nov 26Analysts Are Betting On Salcef Group S.p.A. (BIT:SCF) With A Big Upgrade This WeekShareholders in Salcef Group S.p.A. (BIT:SCF) may be thrilled to learn that the analysts have just delivered a major...
Reported Earnings • Nov 21Third quarter 2020 earnings released: EPS €0.26The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €84.5m (up 9.3% from 3Q 2019). Net income: €11.1m (up 20% from 3Q 2019). Profit margin: 13% (up from 12% in 3Q 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Oct 30New 90-day low: €11.25The company is down 5.0% from its price of €11.80 on 31 July 2020. The Italian market is down 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.