View Future GrowthSalvatore Ferragamo 과거 순이익 실적과거 기준 점검 0/6Salvatore Ferragamo 의 수입은 연평균 -43.9%의 비율로 감소해 온 반면, Luxury 산업은 연평균 7.1%의 비율로 증가했습니다. 매출은 연평균 0.8%의 비율로 감소해 왔습니다.핵심 정보-43.87%순이익 성장률-44.03%주당순이익(EPS) 성장률Luxury 산업 성장률15.39%매출 성장률-0.79%자기자본이익률-8.30%순이익률-5.06%다음 순이익 업데이트03 Aug 2026최근 과거 실적 업데이트Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €976.5m (down 5.7% from FY 2024). Net loss: €49.4m (loss narrowed 27% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.공시 • Dec 22+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2026 Results on Aug 03, 2026Salvatore Ferragamo S.p.A. announced that they will report first half, 2026 results on Aug 03, 2026Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (down 11% from FY 2023). Net loss: €68.1m (down 361% from profit in FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.공시 • Sep 23+ 1 more updateSalvatore Ferragamo S.p.A. to Report Fiscal Year 2024 Results on Mar 06, 2025Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2024 results on Mar 06, 2025분석 기사 • Apr 11We Think You Can Look Beyond Salvatore Ferragamo's (BIT:SFER) Lackluster EarningsThe market for Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) shares didn't move much after it posted weak earnings...Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.16b (down 7.6% from FY 2022). Net income: €26.1m (down 63% from FY 2022). Profit margin: 2.3% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • May 15Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €6.61. The fair value is estimated to be €9.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €976.5m (down 5.7% from FY 2024). Net loss: €49.4m (loss narrowed 27% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.분석 기사 • Jan 13Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €7.35 based on 2 Stage Free Cash Flow to Equity With €7.78...공시 • Dec 22+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2026 Results on Aug 03, 2026Salvatore Ferragamo S.p.A. announced that they will report first half, 2026 results on Aug 03, 2026분석 기사 • Dec 17Salvatore Ferragamo (BIT:SFER) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 26What Is Salvatore Ferragamo S.p.A.'s (BIT:SFER) Share Price Doing?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it received a lot of...New Risk • Nov 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Price Target Changed • Nov 05Price target increased by 15% to €6.18Up from €5.39, the current price target is an average from 13 analysts. New target price is 15% below last closing price of €7.29. Stock is up 21% over the past year. The company is forecast to post a net loss per share of €0.28 next year compared to a net loss per share of €0.41 last year.Buy Or Sell Opportunity • Nov 05Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to €7.29. The fair value is estimated to be €5.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.8% in a year. Earnings are forecast to grow by 87% in the next year.Major Estimate Revision • Oct 26Consensus EPS estimates upgraded to €0.31 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -€0.353 to -€0.311 per share. Revenue forecast steady at €978.8m. Luxury industry in Italy expected to see average net income growth of 17% next year. Consensus price target up from €4.95 to €5.30. Share price rose 16% to €7.11 over the past week.분석 기사 • Oct 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) 26% Price Boost Is Out Of Tune With RevenuesSalvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders would be excited to see that the share price has had a great...New Risk • Oct 03New 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 5.4% 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.Buy Or Sell Opportunity • Oct 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €5.98. The fair value is estimated to be €4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 0.3% in a year. Earnings are forecast to grow by 81% in the next year.Major Estimate Revision • Sep 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.328 to -€0.366 per share. Revenue forecast unchanged at €967.4m. Luxury industry in Italy expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at €5.00. Share price was steady at €5.35 over the past week.분석 기사 • Sep 19Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Using the 2 Stage Free Cash Flow to Equity, Salvatore Ferragamo fair value estimate is €4.67 Salvatore...Major Estimate Revision • Aug 20Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.285 to -€0.36 per share. Revenue forecast unchanged at €942.1m. Luxury industry in Italy expected to see average net income growth of 14% next year. Consensus price target down from €4.96 to €4.86. Share price rose 3.9% to €4.69 over the past week.Buy Or Sell Opportunity • Aug 19Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to €4.66. The fair value is estimated to be €3.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 9.0% in a year. Earnings are forecast to decline by 6.2% in the next year.Major Estimate Revision • Aug 18Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.337 to -€0.39 per share. Revenue forecast unchanged at €942.6m. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target down from €5.05 to €4.91. Share price was steady at €4.51 over the past week.분석 기사 • Aug 07Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...New Risk • Aug 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% 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.Major Estimate Revision • Aug 03Consensus EPS estimates fall by 474%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €979.1m to €945.7m. Losses expected to increase from €0.044 per share to €0.25. Luxury industry in Italy expected to see average net income growth of 15% next year. Consensus price target down from €5.26 to €5.09. Share price fell 8.2% to €4.91 over the past week.Major Estimate Revision • Jul 16Consensus EPS estimates fall by 124%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.016 to -€0.036 per share. Revenue forecast unchanged at €979.1m. Luxury industry in Italy expected to see average net income growth of 24% next year. Consensus price target of €5.26 unchanged from last update. Share price fell 5.3% to €5.01 over the past week.Price Target Changed • Jul 15Price target decreased by 7.9% to €5.31Down from €5.77, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €5.11. Stock is down 40% over the past year. The company is forecast to post a net loss per share of €0.036 next year compared to a net loss per share of €0.41 last year.분석 기사 • May 18Subdued Growth No Barrier To Salvatore Ferragamo S.p.A. (BIT:SFER) With Shares Advancing 25%Salvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders are no doubt pleased to see that the share price has bounced 25...분석 기사 • May 13Is Salvatore Ferragamo (BIT:SFER) 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 • Mar 30Investor Optimism Abounds Salvatore Ferragamo S.p.A. (BIT:SFER) But Growth Is LackingWhen close to half the companies in the Luxury industry in Italy have price-to-sales ratios (or "P/S") below 0.5x, you...공시 • Mar 17Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025, at 09:30 W. Europe Standard Time.New Risk • Mar 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.분석 기사 • Mar 09Salvatore Ferragamo S.p.A. (BIT:SFER) Just Released Its Annual Earnings: Here's What Analysts ThinkThere's been a major selloff in Salvatore Ferragamo S.p.A. ( BIT:SFER ) shares in the week since it released its...Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (down 11% from FY 2023). Net loss: €68.1m (down 361% from profit in FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.Buy Or Sell Opportunity • Mar 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €6.32. The fair value is estimated to be €8.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only.Major Estimate Revision • Feb 27Consensus EPS estimates upgraded to €0.17 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.194 to -€0.167 per share. Revenue forecast steady at €1.03b. Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.64. Share price rose 4.6% to €7.87 over the past week.분석 기사 • Feb 27Is Salvatore Ferragamo S.p.A. (BIT:SFER) Trading At A 27% Discount?Key Insights Salvatore Ferragamo's estimated fair value is €10.82 based on 2 Stage Free Cash Flow to Equity Current...Major Estimate Revision • Feb 13Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.186 to -€0.209 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 18% next year. Consensus price target of €6.61 unchanged from last update. Share price rose 5.4% to €7.88 over the past week.Major Estimate Revision • Jan 17Consensus EPS estimates fall by 56%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.115 to -€0.18 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €6.39. Share price was steady at €6.87 over the past week.분석 기사 • Dec 07Is Salvatore Ferragamo (BIT:SFER) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Dec 06Consensus EPS estimates fall from profit to €0.027 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -€0.027 instead of €0.021 per share profit previously forecast. Revenue forecast unchanged at €1.03b Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.32. Share price rose 15% to €6.35 over the past week.분석 기사 • Nov 22Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), might not be a large cap stock, but it saw significant share price movement...Price Target Changed • Oct 16Price target decreased by 7.1% to €6.83Down from €7.35, the current price target is an average from 15 analysts. New target price is 5.5% above last closing price of €6.48. Stock is down 46% over the past year. The company is forecast to post earnings per share of €0.023 for next year compared to €0.16 last year.Major Estimate Revision • Oct 16Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.05b to €1.04b. EPS estimate also fell from €0.061 per share to €0.035 per share. Net income forecast to grow 24% next year vs 39% growth forecast for Luxury industry in Italy. Consensus price target down from €7.07 to €6.57. Share price fell 3.1% to €6.48 over the past week.New Risk • Sep 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.9% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).Price Target Changed • Sep 23Price target decreased by 7.4% to €7.58Down from €8.19, the current price target is an average from 15 analysts. New target price is 25% above last closing price of €6.08. Stock is down 53% over the past year. The company is forecast to post earnings per share of €0.061 for next year compared to €0.16 last year.공시 • Sep 23+ 1 more updateSalvatore Ferragamo S.p.A. to Report Fiscal Year 2024 Results on Mar 06, 2025Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2024 results on Mar 06, 2025분석 기사 • Sep 21Returns On Capital At Salvatore Ferragamo (BIT:SFER) Paint A Concerning PictureWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Major Estimate Revision • Sep 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.073 to €0.063 per share. Revenue forecast steady at €1.06b. Net income forecast to grow 113% next year vs 37% growth forecast for Luxury industry in Italy. Consensus price target down from €8.19 to €7.87. Share price fell 3.5% to €6.36 over the past week.Buy Or Sell Opportunity • Sep 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €6.66. The fair value is estimated to be €8.32, however this is not to be taken as a buy 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 43%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.분석 기사 • Sep 06Salvatore Ferragamo S.p.A.'s (BIT:SFER) Business Is Yet to Catch Up With Its Share PriceSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) price-to-sales (or "P/S") ratio of 1.1x may not look like an appealing...Major Estimate Revision • Aug 09Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.08b to €1.06b. EPS estimate also fell from €0.113 per share to €0.077 per share. Net income forecast to grow 156% next year vs 32% growth forecast for Luxury industry in Italy. Consensus price target down from €9.01 to €8.31. Share price fell 6.1% to €7.50 over the past week.Price Target Changed • Aug 08Price target decreased by 7.8% to €8.31Down from €9.01, the current price target is an average from 15 analysts. New target price is 10% above last closing price of €7.55. Stock is down 48% over the past year. The company is forecast to post earnings per share of €0.077 for next year compared to €0.16 last year.분석 기사 • Aug 05€8.53: That's What Analysts Think Salvatore Ferragamo S.p.A. (BIT:SFER) Is Worth After Its Latest ResultsSalvatore Ferragamo S.p.A. ( BIT:SFER ) last week reported its latest half-yearly results, which makes it a good time...분석 기사 • Jul 20Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...Price Target Changed • Jul 15Price target decreased by 8.2% to €9.01Down from €9.81, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of €8.85. Stock is down 40% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.16 last year.분석 기사 • May 22Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €8.25 based on 2 Stage Free Cash Flow to Equity With €9.25...Board Change • May 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. Independent Non Executive Director Laura Donnini was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).분석 기사 • Apr 26Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.10Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...Price Target Changed • Apr 12Price target decreased by 7.7% to €10.26Down from €11.11, the current price target is an average from 16 analysts. New target price is 7.1% above last closing price of €9.58. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.16 for next year compared to €0.16 last year.분석 기사 • Apr 12Salvatore Ferragamo (BIT:SFER) Will Pay A Smaller Dividend Than Last YearSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...분석 기사 • Apr 11We Think You Can Look Beyond Salvatore Ferragamo's (BIT:SFER) Lackluster EarningsThe market for Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) shares didn't move much after it posted weak earnings...New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).분석 기사 • Mar 29Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Declared Dividend • Mar 11Dividend reduced to €0.10Dividend of €0.10 is 64% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 152%. Cash payout ratio: 36%.Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.16b (down 7.6% from FY 2022). Net income: €26.1m (down 63% from FY 2022). Profit margin: 2.3% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.분석 기사 • Feb 29Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it saw a double-digit...분석 기사 • Jan 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 63.7x Salvatore Ferragamo S.p.A. ( BIT:SFER ) may be sending very bearish...공시 • Dec 27Salvatore Ferragamo S.p.A. to Report Fiscal Year 2023 Results on Mar 06, 2024Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2023 results on Mar 06, 2024분석 기사 • Nov 15Salvatore Ferragamo (BIT:SFER) Might Be Having Difficulty Using Its Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...분석 기사 • Oct 28Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it received a lot of attention from...공시 • Oct 27+ 1 more updateSalvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited.Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited on October 25, 2023. Post the transaction, Salvatore Ferragamo and Ferragamo Hong Kong will become the sole shareholders of Ferragamo Retail Macau. In a related transaction, Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. is also acquiring 2 other entities and the total consideration for the transactions is $42 million and will be settled from available cash resources. The board of directors of Salvatore Ferragamo unanimously approved the transaction. The transfer is not conditional upon any authorization by any authorities and closing will take place within November 9, 2023. EY Advisory SpA acted as the financial advisor to Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd.공시 • Oct 26+ 3 more updatesSalvatore Ferragamo S.p.A. to Report First Half, 2024 Results on Aug 01, 2024Salvatore Ferragamo S.p.A. announced that they will report first half, 2024 results on Aug 01, 2024분석 기사 • Sep 22Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 8.9% 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: Minor Risks Dividend is not well covered by earnings (152% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin).Reported Earnings • Aug 06First half 2023 earnings: Revenues exceed analyst expectationsFirst half 2023 results: Revenue: €600.1m (down 4.8% from 1H 2022). Net income: €22.5m (down 64% from 1H 2022). Profit margin: 3.7% (down from 9.8% in 1H 2022). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 1.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 27At €14.20, Is It Time To Put Salvatore Ferragamo S.p.A. (BIT:SFER) On Your Watch List?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...분석 기사 • Jul 05Capital Allocation Trends At Salvatore Ferragamo (BIT:SFER) Aren't IdealDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Upcoming Dividend • May 15Upcoming dividend of €0.28 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.6%).분석 기사 • Apr 26These 4 Measures Indicate That Salvatore Ferragamo (BIT:SFER) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Apr 05Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.28Salvatore Ferragamo S.p.A. ( BIT:SFER ) is reducing its dividend from last year's comparable payment to €0.28 on the...분석 기사 • Mar 28Salvatore Ferragamo (BIT:SFER) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...분석 기사 • Mar 06Salvatore Ferragamo's (BIT:SFER) Dividend Is Being Reduced To €0.28The board of Salvatore Ferragamo S.p.A. ( BIT:SFER ) has announced it will be reducing its dividend by 18% from last...Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €0.42 (vs €0.50 in FY 2021)Full year 2022 results: EPS: €0.42 (down from €0.50 in FY 2021). Revenue: €1.25b (up 10% from FY 2021). Net income: €69.6m (down 17% from FY 2021). Profit margin: 5.6% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 14Should You Think About Buying Salvatore Ferragamo S.p.A. (BIT:SFER) Now?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw a double-digit share price...분석 기사 • Jan 07Is Salvatore Ferragamo (BIT:SFER) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Dec 20Salvatore Ferragamo (BIT:SFER) May Have Issues Allocating Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.41 to €0.47. Revenue forecast steady at €1.28b. Net income forecast to shrink 48% next year vs 6.3% growth forecast for Luxury industry in Italy . Consensus price target broadly unchanged at €14.94. Share price rose 4.7% to €16.27 over the past week.Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CEO & Director Marco Gobbetti was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 13+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2023 Results on Aug 03, 2023Salvatore Ferragamo S.p.A. announced that they will report first half, 2023 results on Aug 03, 2023Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.045 (vs €0.041 in 3Q 2021)Third quarter 2022 results: EPS: €0.045 (up from €0.041 in 3Q 2021). Revenue: €290.4m (up 11% from 3Q 2021). Net income: €7.41m (up 8.6% from 3Q 2021). Profit margin: 2.6% (in line with 3Q 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Nov 04Is It Too Late To Consider Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...분석 기사 • Sep 23Salvatore Ferragamo (BIT:SFER) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Sep 08Some Investors May Be Worried About Salvatore Ferragamo's (BIT:SFER) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Reported Earnings • Sep 07Second quarter 2022 earnings released: EPS: €0.29 (vs €0.20 in 2Q 2021)Second quarter 2022 results: EPS: €0.29 (up from €0.20 in 2Q 2021). Revenue: €340.8m (up 22% from 2Q 2021). Net income: €47.9m (up 50% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.매출 및 비용 세부 내역Salvatore Ferragamo가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:SFER 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Dec 25977-49675030 Sep 25981-90735030 Jun 25986-132795031 Mar 251,011-100791031 Dec 241,035-68787030 Sep 241,057-29756030 Jun 241,0799724031 Mar 241,11818741031 Dec 231,15626759030 Sep 231,20925791030 Jun 231,22231792031 Mar 231,26267779031 Dec 221,25270763030 Sep 221,271110734030 Jun 221,242111698031 Mar 221,19099668031 Dec 211,13684641030 Sep 211,07572606030 Jun 211,03749591031 Mar 21890-30563031 Dec 20877-67579030 Sep 20970-69628030 Jun 201,036-53667031 Mar 201,28238727031 Dec 191,37787740030 Sep 191,36984730030 Jun 191,37889720031 Mar 191,36089711031 Dec 181,34788703030 Sep 181,360100694030 Jun 181,34998689031 Mar 181,388115698031 Dec 171,393119705030 Sep 171,429172714030 Jun 171,446190719031 Mar 171,426180710031 Dec 161,438202698030 Sep 161,423173691030 Jun 161,418175682031 Mar 161,424176683031 Dec 151,430173681030 Sep 151,396159661030 Jun 151,3951676430양질의 수익: SFER 은(는) 현재 수익성이 없습니다.이익 마진 증가: SFER는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SFER은 수익성이 없으며 지난 5년 동안 손실이 연평균 43.9% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 SFER의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: SFER은 수익성이 없어 지난 해 수익 성장률을 Luxury 업계(10.3%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SFER는 현재 수익성이 없으므로 자본 수익률이 음수(-8.3%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/28 16:36종가2026/06/26 00:00수익2025/12/31연간 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Salvatore Ferragamo S.p.A.는 37명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Carmen NovelBanca Akros S.p.A. (ESN)Helen BrandBarclaysCarole MadjoBarclays34명의 분석가 더 보기
Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €976.5m (down 5.7% from FY 2024). Net loss: €49.4m (loss narrowed 27% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.
공시 • Dec 22+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2026 Results on Aug 03, 2026Salvatore Ferragamo S.p.A. announced that they will report first half, 2026 results on Aug 03, 2026
Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (down 11% from FY 2023). Net loss: €68.1m (down 361% from profit in FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
공시 • Sep 23+ 1 more updateSalvatore Ferragamo S.p.A. to Report Fiscal Year 2024 Results on Mar 06, 2025Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2024 results on Mar 06, 2025
분석 기사 • Apr 11We Think You Can Look Beyond Salvatore Ferragamo's (BIT:SFER) Lackluster EarningsThe market for Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) shares didn't move much after it posted weak earnings...
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.16b (down 7.6% from FY 2022). Net income: €26.1m (down 63% from FY 2022). Profit margin: 2.3% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
Buy Or Sell Opportunity • May 15Now 29% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €6.61. The fair value is estimated to be €9.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 12Full year 2025 earnings releasedFull year 2025 results: Revenue: €976.5m (down 5.7% from FY 2024). Net loss: €49.4m (loss narrowed 27% from FY 2024). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.
분석 기사 • Jan 13Estimating The Intrinsic Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €7.35 based on 2 Stage Free Cash Flow to Equity With €7.78...
공시 • Dec 22+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2026 Results on Aug 03, 2026Salvatore Ferragamo S.p.A. announced that they will report first half, 2026 results on Aug 03, 2026
분석 기사 • Dec 17Salvatore Ferragamo (BIT:SFER) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Nov 26What Is Salvatore Ferragamo S.p.A.'s (BIT:SFER) Share Price Doing?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it received a lot of...
New Risk • Nov 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Price Target Changed • Nov 05Price target increased by 15% to €6.18Up from €5.39, the current price target is an average from 13 analysts. New target price is 15% below last closing price of €7.29. Stock is up 21% over the past year. The company is forecast to post a net loss per share of €0.28 next year compared to a net loss per share of €0.41 last year.
Buy Or Sell Opportunity • Nov 05Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to €7.29. The fair value is estimated to be €5.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.8% in a year. Earnings are forecast to grow by 87% in the next year.
Major Estimate Revision • Oct 26Consensus EPS estimates upgraded to €0.31 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -€0.353 to -€0.311 per share. Revenue forecast steady at €978.8m. Luxury industry in Italy expected to see average net income growth of 17% next year. Consensus price target up from €4.95 to €5.30. Share price rose 16% to €7.11 over the past week.
분석 기사 • Oct 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) 26% Price Boost Is Out Of Tune With RevenuesSalvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders would be excited to see that the share price has had a great...
New Risk • Oct 03New 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 5.4% 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.
Buy Or Sell Opportunity • Oct 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to €5.98. The fair value is estimated to be €4.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 0.3% in a year. Earnings are forecast to grow by 81% in the next year.
Major Estimate Revision • Sep 30Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.328 to -€0.366 per share. Revenue forecast unchanged at €967.4m. Luxury industry in Italy expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at €5.00. Share price was steady at €5.35 over the past week.
분석 기사 • Sep 19Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Using the 2 Stage Free Cash Flow to Equity, Salvatore Ferragamo fair value estimate is €4.67 Salvatore...
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.285 to -€0.36 per share. Revenue forecast unchanged at €942.1m. Luxury industry in Italy expected to see average net income growth of 14% next year. Consensus price target down from €4.96 to €4.86. Share price rose 3.9% to €4.69 over the past week.
Buy Or Sell Opportunity • Aug 19Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to €4.66. The fair value is estimated to be €3.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to decline by 9.0% in a year. Earnings are forecast to decline by 6.2% in the next year.
Major Estimate Revision • Aug 18Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.337 to -€0.39 per share. Revenue forecast unchanged at €942.6m. Luxury industry in Italy expected to see average net income growth of 16% next year. Consensus price target down from €5.05 to €4.91. Share price was steady at €4.51 over the past week.
분석 기사 • Aug 07Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
New Risk • Aug 05New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% 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.
Major Estimate Revision • Aug 03Consensus EPS estimates fall by 474%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €979.1m to €945.7m. Losses expected to increase from €0.044 per share to €0.25. Luxury industry in Italy expected to see average net income growth of 15% next year. Consensus price target down from €5.26 to €5.09. Share price fell 8.2% to €4.91 over the past week.
Major Estimate Revision • Jul 16Consensus EPS estimates fall by 124%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.016 to -€0.036 per share. Revenue forecast unchanged at €979.1m. Luxury industry in Italy expected to see average net income growth of 24% next year. Consensus price target of €5.26 unchanged from last update. Share price fell 5.3% to €5.01 over the past week.
Price Target Changed • Jul 15Price target decreased by 7.9% to €5.31Down from €5.77, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of €5.11. Stock is down 40% over the past year. The company is forecast to post a net loss per share of €0.036 next year compared to a net loss per share of €0.41 last year.
분석 기사 • May 18Subdued Growth No Barrier To Salvatore Ferragamo S.p.A. (BIT:SFER) With Shares Advancing 25%Salvatore Ferragamo S.p.A. ( BIT:SFER ) shareholders are no doubt pleased to see that the share price has bounced 25...
분석 기사 • May 13Is Salvatore Ferragamo (BIT:SFER) 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 • Mar 30Investor Optimism Abounds Salvatore Ferragamo S.p.A. (BIT:SFER) But Growth Is LackingWhen close to half the companies in the Luxury industry in Italy have price-to-sales ratios (or "P/S") below 0.5x, you...
공시 • Mar 17Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025Salvatore Ferragamo S.p.A., Annual General Meeting, Apr 16, 2025, at 09:30 W. Europe Standard Time.
New Risk • Mar 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
분석 기사 • Mar 09Salvatore Ferragamo S.p.A. (BIT:SFER) Just Released Its Annual Earnings: Here's What Analysts ThinkThere's been a major selloff in Salvatore Ferragamo S.p.A. ( BIT:SFER ) shares in the week since it released its...
Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €1.04b (down 11% from FY 2023). Net loss: €68.1m (down 361% from profit in FY 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
Buy Or Sell Opportunity • Mar 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to €6.32. The fair value is estimated to be €8.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
Major Estimate Revision • Feb 27Consensus EPS estimates upgraded to €0.17 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -€0.194 to -€0.167 per share. Revenue forecast steady at €1.03b. Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.64. Share price rose 4.6% to €7.87 over the past week.
분석 기사 • Feb 27Is Salvatore Ferragamo S.p.A. (BIT:SFER) Trading At A 27% Discount?Key Insights Salvatore Ferragamo's estimated fair value is €10.82 based on 2 Stage Free Cash Flow to Equity Current...
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.186 to -€0.209 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 18% next year. Consensus price target of €6.61 unchanged from last update. Share price rose 5.4% to €7.88 over the past week.
Major Estimate Revision • Jan 17Consensus EPS estimates fall by 56%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.115 to -€0.18 per share. Revenue forecast unchanged at €1.03b. Luxury industry in Italy expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €6.39. Share price was steady at €6.87 over the past week.
분석 기사 • Dec 07Is Salvatore Ferragamo (BIT:SFER) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Dec 06Consensus EPS estimates fall from profit to €0.027 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -€0.027 instead of €0.021 per share profit previously forecast. Revenue forecast unchanged at €1.03b Luxury industry in Italy expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at €6.32. Share price rose 15% to €6.35 over the past week.
분석 기사 • Nov 22Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), might not be a large cap stock, but it saw significant share price movement...
Price Target Changed • Oct 16Price target decreased by 7.1% to €6.83Down from €7.35, the current price target is an average from 15 analysts. New target price is 5.5% above last closing price of €6.48. Stock is down 46% over the past year. The company is forecast to post earnings per share of €0.023 for next year compared to €0.16 last year.
Major Estimate Revision • Oct 16Consensus EPS estimates fall by 43%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.05b to €1.04b. EPS estimate also fell from €0.061 per share to €0.035 per share. Net income forecast to grow 24% next year vs 39% growth forecast for Luxury industry in Italy. Consensus price target down from €7.07 to €6.57. Share price fell 3.1% to €6.48 over the past week.
New Risk • Sep 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.9% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin).
Price Target Changed • Sep 23Price target decreased by 7.4% to €7.58Down from €8.19, the current price target is an average from 15 analysts. New target price is 25% above last closing price of €6.08. Stock is down 53% over the past year. The company is forecast to post earnings per share of €0.061 for next year compared to €0.16 last year.
공시 • Sep 23+ 1 more updateSalvatore Ferragamo S.p.A. to Report Fiscal Year 2024 Results on Mar 06, 2025Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2024 results on Mar 06, 2025
분석 기사 • Sep 21Returns On Capital At Salvatore Ferragamo (BIT:SFER) Paint A Concerning PictureWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Major Estimate Revision • Sep 18Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.073 to €0.063 per share. Revenue forecast steady at €1.06b. Net income forecast to grow 113% next year vs 37% growth forecast for Luxury industry in Italy. Consensus price target down from €8.19 to €7.87. Share price fell 3.5% to €6.36 over the past week.
Buy Or Sell Opportunity • Sep 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €6.66. The fair value is estimated to be €8.32, however this is not to be taken as a buy 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 43%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
분석 기사 • Sep 06Salvatore Ferragamo S.p.A.'s (BIT:SFER) Business Is Yet to Catch Up With Its Share PriceSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) price-to-sales (or "P/S") ratio of 1.1x may not look like an appealing...
Major Estimate Revision • Aug 09Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.08b to €1.06b. EPS estimate also fell from €0.113 per share to €0.077 per share. Net income forecast to grow 156% next year vs 32% growth forecast for Luxury industry in Italy. Consensus price target down from €9.01 to €8.31. Share price fell 6.1% to €7.50 over the past week.
Price Target Changed • Aug 08Price target decreased by 7.8% to €8.31Down from €9.01, the current price target is an average from 15 analysts. New target price is 10% above last closing price of €7.55. Stock is down 48% over the past year. The company is forecast to post earnings per share of €0.077 for next year compared to €0.16 last year.
분석 기사 • Aug 05€8.53: That's What Analysts Think Salvatore Ferragamo S.p.A. (BIT:SFER) Is Worth After Its Latest ResultsSalvatore Ferragamo S.p.A. ( BIT:SFER ) last week reported its latest half-yearly results, which makes it a good time...
분석 기사 • Jul 20Is Now The Time To Look At Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
Price Target Changed • Jul 15Price target decreased by 8.2% to €9.01Down from €9.81, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of €8.85. Stock is down 40% over the past year. The company is forecast to post earnings per share of €0.11 for next year compared to €0.16 last year.
분석 기사 • May 22Estimating The Fair Value Of Salvatore Ferragamo S.p.A. (BIT:SFER)Key Insights Salvatore Ferragamo's estimated fair value is €8.25 based on 2 Stage Free Cash Flow to Equity With €9.25...
Board Change • May 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. Independent Non Executive Director Laura Donnini was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 13Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 64% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.7%).
분석 기사 • Apr 26Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.10Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...
Price Target Changed • Apr 12Price target decreased by 7.7% to €10.26Down from €11.11, the current price target is an average from 16 analysts. New target price is 7.1% above last closing price of €9.58. Stock is down 44% over the past year. The company is forecast to post earnings per share of €0.16 for next year compared to €0.16 last year.
분석 기사 • Apr 12Salvatore Ferragamo (BIT:SFER) Will Pay A Smaller Dividend Than Last YearSalvatore Ferragamo S.p.A.'s ( BIT:SFER ) dividend is being reduced from last year's payment covering the same period...
분석 기사 • Apr 11We Think You Can Look Beyond Salvatore Ferragamo's (BIT:SFER) Lackluster EarningsThe market for Salvatore Ferragamo S.p.A.'s ( BIT:SFER ) shares didn't move much after it posted weak earnings...
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.3% net profit margin).
분석 기사 • Mar 29Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Declared Dividend • Mar 11Dividend reduced to €0.10Dividend of €0.10 is 64% lower than last year. Ex-date: 20th May 2024 Payment date: 22nd May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 152%. Cash payout ratio: 36%.
Reported Earnings • Mar 10Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.16b (down 7.6% from FY 2022). Net income: €26.1m (down 63% from FY 2022). Profit margin: 2.3% (down from 5.6% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Luxury industry in Italy.
분석 기사 • Feb 29Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?While Salvatore Ferragamo S.p.A. ( BIT:SFER ) might not have the largest market cap around , it saw a double-digit...
분석 기사 • Jan 04Salvatore Ferragamo S.p.A.'s (BIT:SFER) P/E Still Appears To Be ReasonableWith a price-to-earnings (or "P/E") ratio of 63.7x Salvatore Ferragamo S.p.A. ( BIT:SFER ) may be sending very bearish...
공시 • Dec 27Salvatore Ferragamo S.p.A. to Report Fiscal Year 2023 Results on Mar 06, 2024Salvatore Ferragamo S.p.A. announced that they will report fiscal year 2023 results on Mar 06, 2024
분석 기사 • Nov 15Salvatore Ferragamo (BIT:SFER) Might Be Having Difficulty Using Its Capital EffectivelyWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
분석 기사 • Oct 28Is Salvatore Ferragamo S.p.A. (BIT:SFER) Potentially Undervalued?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it received a lot of attention from...
공시 • Oct 27+ 1 more updateSalvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited.Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. entered into an agreement to acquire 24.8% stake in Ferragamo Retail Macau Limited from Imaginex Overseas Limited and Imaginex Holdings Limited on October 25, 2023. Post the transaction, Salvatore Ferragamo and Ferragamo Hong Kong will become the sole shareholders of Ferragamo Retail Macau. In a related transaction, Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd. is also acquiring 2 other entities and the total consideration for the transactions is $42 million and will be settled from available cash resources. The board of directors of Salvatore Ferragamo unanimously approved the transaction. The transfer is not conditional upon any authorization by any authorities and closing will take place within November 9, 2023. EY Advisory SpA acted as the financial advisor to Salvatore Ferragamo S.p.A. (BIT:SFER) and Ferragamo Hong Kong Ltd.
공시 • Oct 26+ 3 more updatesSalvatore Ferragamo S.p.A. to Report First Half, 2024 Results on Aug 01, 2024Salvatore Ferragamo S.p.A. announced that they will report first half, 2024 results on Aug 01, 2024
분석 기사 • Sep 22Here's Why Salvatore Ferragamo (BIT:SFER) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.5% Last year net profit margin: 8.9% 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: Minor Risks Dividend is not well covered by earnings (152% payout ratio). Profit margins are more than 30% lower than last year (2.5% net profit margin).
Reported Earnings • Aug 06First half 2023 earnings: Revenues exceed analyst expectationsFirst half 2023 results: Revenue: €600.1m (down 4.8% from 1H 2022). Net income: €22.5m (down 64% from 1H 2022). Profit margin: 3.7% (down from 9.8% in 1H 2022). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 1.4%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 27At €14.20, Is It Time To Put Salvatore Ferragamo S.p.A. (BIT:SFER) On Your Watch List?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
분석 기사 • Jul 05Capital Allocation Trends At Salvatore Ferragamo (BIT:SFER) Aren't IdealDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Upcoming Dividend • May 15Upcoming dividend of €0.28 per share at 1.8% yieldEligible shareholders must have bought the stock before 22 May 2023. Payment date: 24 May 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Italian dividend payers (5.3%). Higher than average of industry peers (1.6%).
분석 기사 • Apr 26These 4 Measures Indicate That Salvatore Ferragamo (BIT:SFER) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Apr 05Salvatore Ferragamo's (BIT:SFER) Dividend Will Be Reduced To €0.28Salvatore Ferragamo S.p.A. ( BIT:SFER ) is reducing its dividend from last year's comparable payment to €0.28 on the...
분석 기사 • Mar 28Salvatore Ferragamo (BIT:SFER) Will Be Hoping To Turn Its Returns On Capital AroundThere are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
분석 기사 • Mar 06Salvatore Ferragamo's (BIT:SFER) Dividend Is Being Reduced To €0.28The board of Salvatore Ferragamo S.p.A. ( BIT:SFER ) has announced it will be reducing its dividend by 18% from last...
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: €0.42 (vs €0.50 in FY 2021)Full year 2022 results: EPS: €0.42 (down from €0.50 in FY 2021). Revenue: €1.25b (up 10% from FY 2021). Net income: €69.6m (down 17% from FY 2021). Profit margin: 5.6% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 14Should You Think About Buying Salvatore Ferragamo S.p.A. (BIT:SFER) Now?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw a double-digit share price...
분석 기사 • Jan 07Is Salvatore Ferragamo (BIT:SFER) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Dec 20Salvatore Ferragamo (BIT:SFER) May Have Issues Allocating Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Major Estimate Revision • Nov 16Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €0.41 to €0.47. Revenue forecast steady at €1.28b. Net income forecast to shrink 48% next year vs 6.3% growth forecast for Luxury industry in Italy . Consensus price target broadly unchanged at €14.94. Share price rose 4.7% to €16.27 over the past week.
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CEO & Director Marco Gobbetti was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 13+ 1 more updateSalvatore Ferragamo S.p.A. to Report First Half, 2023 Results on Aug 03, 2023Salvatore Ferragamo S.p.A. announced that they will report first half, 2023 results on Aug 03, 2023
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.045 (vs €0.041 in 3Q 2021)Third quarter 2022 results: EPS: €0.045 (up from €0.041 in 3Q 2021). Revenue: €290.4m (up 11% from 3Q 2021). Net income: €7.41m (up 8.6% from 3Q 2021). Profit margin: 2.6% (in line with 3Q 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 04Is It Too Late To Consider Buying Salvatore Ferragamo S.p.A. (BIT:SFER)?Salvatore Ferragamo S.p.A. ( BIT:SFER ), is not the largest company out there, but it saw significant share price...
분석 기사 • Sep 23Salvatore Ferragamo (BIT:SFER) Could Easily Take On More DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Sep 08Some Investors May Be Worried About Salvatore Ferragamo's (BIT:SFER) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Reported Earnings • Sep 07Second quarter 2022 earnings released: EPS: €0.29 (vs €0.20 in 2Q 2021)Second quarter 2022 results: EPS: €0.29 (up from €0.20 in 2Q 2021). Revenue: €340.8m (up 22% from 2Q 2021). Net income: €47.9m (up 50% from 2Q 2021). Profit margin: 14% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.