View Future GrowthSanlorenzo 과거 순이익 실적과거 기준 점검 5/6Sanlorenzo은 연평균 18.2%의 비율로 수입이 증가해 온 반면, Leisure 산업은 수입이 17.1% 증가했습니다. 매출은 연평균 12.8%의 비율로 증가했습니다. Sanlorenzo의 자기자본이익률은 20.2%이고 순이익률은 10.4%입니다.핵심 정보18.25%순이익 성장률17.78%주당순이익(EPS) 성장률Leisure 산업 성장률17.07%매출 성장률12.83%자기자본이익률20.19%순이익률10.41%다음 순이익 업데이트03 Sep 2026최근 과거 실적 업데이트Reported Earnings • May 13First quarter 2026 earnings released: EPS: €0.63 (vs €0.61 in 1Q 2025)First quarter 2026 results: EPS: €0.63 (up from €0.61 in 1Q 2025). Revenue: €241.4m (up 4.8% from 1Q 2025). Net income: €22.3m (up 5.1% from 1Q 2025). Profit margin: 9.3% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: €3.04 (vs €2.95 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.95 in FY 2024). Revenue: €1.03b (up 4.2% from FY 2024). Net income: €107.4m (up 4.2% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Jan 16+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2025 Final Results on Mar 09, 2026Sanlorenzo S.p.A. announced that they will report fiscal year 2025 final results on Mar 09, 2026분석 기사 • Nov 17Sanlorenzo (BIT:SL) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Sanlorenzo S.p.A. ( BIT:SL ) were solid, but the stock didn't move as much as we...Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: €0.84 (vs €0.83 in 3Q 2024)Third quarter 2025 results: EPS: €0.84. Revenue: €246.8m (down 7.3% from 3Q 2024). Net income: €29.3m (flat on 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Leisure industry in Italy.Reported Earnings • Sep 05Second quarter 2025 earnings released: EPS: €0.72 (vs €0.68 in 2Q 2024)Second quarter 2025 results: EPS: €0.72 (up from €0.68 in 2Q 2024). Revenue: €256.8m (up 11% from 2Q 2024). Net income: €25.4m (up 6.2% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • May 19Now 21% undervaluedOver the last 90 days, the stock has risen 3.2% to €36.00. The fair value is estimated to be €45.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.Reported Earnings • May 13First quarter 2026 earnings released: EPS: €0.63 (vs €0.61 in 1Q 2025)First quarter 2026 results: EPS: €0.63 (up from €0.61 in 1Q 2025). Revenue: €241.4m (up 4.8% from 1Q 2025). Net income: €22.3m (up 5.1% from 1Q 2025). Profit margin: 9.3% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.속보 • May 11Sanlorenzo Order Growth Reaches Seventh Quarter With Upbeat 2026 Revenue OutlookSanlorenzo reported Q1 2026 net income growth of 5.1% year over year, with EBITDA up 4% on the same basis. Order intake increased 25.4%, marking the seventh consecutive quarter of growth in new business. The company issued guidance for 2026 net revenues from new yachts of €980m to €1.02b and EBITDA of €180m to €192m. The combination of continued order growth and higher earnings points to a solid near-term revenue pipeline backed by both the superyacht and Nautor Swan divisions, along with contributions from the Americas region. For investors, the key questions are how consistently Sanlorenzo can convert this enlarged order book into margins within the guided EBITDA range and how sensitive this demand is to any changes in high-end discretionary spending.Upcoming Dividend • May 11Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.3%).공시 • Mar 26Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026, at 10:30 W. Europe Standard Time. Location: viale san bartolomeo 362, la spezia ItalyRecent Insider Transactions • Mar 25Executive Chairman & CEO recently bought €860k worth of stockOn the 19th of March, Massimo Perotti bought around 30k shares on-market at roughly €28.65 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Massimo's only on-market trade for the last 12 months.Declared Dividend • Mar 15Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 28% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 7.6% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 20, 2026Sanlorenzo S.p.A. announced Annual dividend of EUR 1.5000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: €3.04 (vs €2.95 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.95 in FY 2024). Revenue: €1.03b (up 4.2% from FY 2024). Net income: €107.4m (up 4.2% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Jan 16+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2025 Final Results on Mar 09, 2026Sanlorenzo S.p.A. announced that they will report fiscal year 2025 final results on Mar 09, 2026분석 기사 • Jan 15Are Investors Undervaluing Sanlorenzo S.p.A. (BIT:SL) By 38%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Sanlorenzo fair value estimate is €51.56 Sanlorenzo is...분석 기사 • Nov 17Sanlorenzo (BIT:SL) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Sanlorenzo S.p.A. ( BIT:SL ) were solid, but the stock didn't move as much as we...Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: €0.84 (vs €0.83 in 3Q 2024)Third quarter 2025 results: EPS: €0.84. Revenue: €246.8m (down 7.3% from 3Q 2024). Net income: €29.3m (flat on 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Leisure industry in Italy.분석 기사 • Nov 07Sanlorenzo (BIT:SL) 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...분석 기사 • Oct 18Is Now The Time To Put Sanlorenzo (BIT:SL) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...내러티브 업데이트 • Sep 12Nautor Swan And Simpson Marine Acquisitions Will Fuel APAC PresenceSanlorenzo’s lower analyst price target reflects sharply reduced revenue growth forecasts and a decline in net profit margin, resulting in a revised fair value of €44.23. Valuation Changes Summary of Valuation Changes for Sanlorenzo The Consensus Analyst Price Target has fallen from €47.53 to €44.23.Price Target Changed • Sep 11Price target decreased by 7.4% to €46.90Down from €50.65, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €34.40. Stock is up 3.9% over the past year. The company is forecast to post earnings per share of €3.04 for next year compared to €2.95 last year.Reported Earnings • Sep 05Second quarter 2025 earnings released: EPS: €0.72 (vs €0.68 in 2Q 2024)Second quarter 2025 results: EPS: €0.72 (up from €0.68 in 2Q 2024). Revenue: €256.8m (up 11% from 2Q 2024). Net income: €25.4m (up 6.2% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 24Is Sanlorenzo S.p.A. (BIT:SL) Trading At A 47% Discount?Key Insights The projected fair value for Sanlorenzo is €56.98 based on 2 Stage Free Cash Flow to Equity Sanlorenzo's...분석 기사 • Jul 01Here's What Sanlorenzo's (BIT:SL) Strong Returns On Capital MeanWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • May 16First quarter 2025 earnings released: EPS: €0.60 (vs €0.56 in 1Q 2024)First quarter 2025 results: EPS: €0.60 (up from €0.56 in 1Q 2024). Revenue: €230.4m (up 13% from 1Q 2024). Net income: €21.2m (up 8.0% from 1Q 2024). Profit margin: 9.2% (in line with 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.분석 기사 • May 13Sanlorenzo S.p.A.'s (BIT:SL) Prospects Need A Boost To Lift SharesWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 16x, you may consider...Upcoming Dividend • May 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Italian dividend payers (5.4%). In line with average of industry peers (3.1%).새로운 내러티브 • Apr 27Nautor Swan And Simpson Marine Acquisitions Will Fuel APAC Presence Strategic acquisitions and product innovation aim to drive significant future revenue growth, enhancing Sanlorenzo's market position.Recent Insider Transactions • Apr 11Executive Chairman & CEO recently bought €842k worth of stockOn the 2nd of April, Massimo Perotti bought around 30k shares on-market at roughly €28.08 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Massimo's only on-market trade for the last 12 months.분석 기사 • Apr 04Sanlorenzo's (BIT:SL) Profits Appear To Have Quality IssuesSanlorenzo S.p.A.'s ( BIT:SL ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...공시 • Mar 21Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025, at 10:30 W. Europe Standard Time.분석 기사 • Mar 21Sanlorenzo (BIT:SL) Will Pay A Dividend Of €1.00Sanlorenzo S.p.A. ( BIT:SL ) will pay a dividend of €1.00 on the 21st of May. Based on this payment, the dividend yield...Declared Dividend • Mar 14Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 35% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 21, 2025Sanlorenzo S.p.A. announced Annual dividend of EUR 1.0000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: €2.93 (vs €2.68 in FY 2023)Full year 2024 results: EPS: €2.93 (up from €2.68 in FY 2023). Revenue: €982.8m (up 13% from FY 2023). Net income: €103.1m (up 11% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Mar 06Sanlorenzo (BIT:SL) Is Achieving High Returns On Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Feb 19Sanlorenzo S.p.A.'s (BIT:SL) Intrinsic Value Is Potentially 28% Above Its Share PriceKey Insights The projected fair value for Sanlorenzo is €43.68 based on 2 Stage Free Cash Flow to Equity Current share...Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 9.3% to €34.80. The fair value is estimated to be €43.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.공시 • Jan 30+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2024 Final Results on Mar 10, 2025Sanlorenzo S.p.A. announced that they will report fiscal year 2024 final results on Mar 10, 2025분석 기사 • Dec 28Sanlorenzo S.p.A.'s (BIT:SL) Share Price Is Matching Sentiment Around Its EarningsSanlorenzo S.p.A.'s ( BIT:SL ) price-to-earnings (or "P/E") ratio of 11.6x might make it look like a buy right now...Buy Or Sell Opportunity • Nov 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to €33.30. The fair value is estimated to be €42.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: €0.84 (vs €0.80 in 3Q 2023)Third quarter 2024 results: EPS: €0.84 (up from €0.80 in 3Q 2023). Revenue: €264.5m (up 8.3% from 3Q 2023). Net income: €29.4m (up 5.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.분석 기사 • Oct 28Investors Should Be Encouraged By Sanlorenzo's (BIT:SL) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Buy Or Sell Opportunity • Sep 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €37.30. The fair value is estimated to be €46.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.분석 기사 • Sep 22We Think That There Are Some Issues For Sanlorenzo (BIT:SL) Beyond Its Promising EarningsThe stock price didn't jump after Sanlorenzo S.p.A. ( BIT:SL ) posted decent earnings last week. We think that...New Risk • Sep 16New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 5x cash flows per share).Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: €0.69 (vs €0.63 in 2Q 2023)Second quarter 2024 results: EPS: €0.69 (up from €0.63 in 2Q 2023). Revenue: €231.5m (up 9.5% from 2Q 2023). Net income: €23.9m (up 9.5% from 2Q 2023). Profit margin: 10% (in line with 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 11Is There An Opportunity With Sanlorenzo S.p.A.'s (BIT:SL) 43% Undervaluation?Key Insights Sanlorenzo's estimated fair value is €62.19 based on 2 Stage Free Cash Flow to Equity Current share price...공시 • Aug 02Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L.Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L. on August 1, 2024. Sanlorenzo commits to purchase from Sawa, which commits to sell, 100% of the shares of Nautor Swan Group, in two tranches: 60% of the shares at the First Closing, shortly after the signing of the Binding Agreement, for €48.5 million, 40% of the shares at the Second Closing, by 30 April 2028 (based on the FY2027 financial results), valued at the higher of the First Closing Equity Value and the Equity valuation resulting from 9x EV/EBITDA multiple. For each Closing, the parties have agreed to the payment of 2/3 in cash and 1/3 in shares through a Capital Increase with exclusion of the pre-emptive rights, reserved to Sawa, unless technical difficulties arise preventing its prompt execution. The issue price of the Sanlorenzo shares is valued at the simple average of the closing prices of the stock market in the 30 calendar days preceding the relevant Closing. The Agreement is subject to condition precedents to be fulfilled by Sawa between the signing of the Agreement and the First Closing, in favor of Sanlorenzo. Post-acquisition, Massimo Perotti, as CEO, and Giovanni Pomati, as co-CEO, will head Nautor Swan Group. Leonardo Ferragamo will retain his role as Chairman of Nautor Swan. Musumeci, Altara e Associati acted as legal advisor, Deloitte Italy S.p.A acted as due diligence provider, Andersen Italia acted as accountant and Mediobanca Banca di Credito Finanziario S.p.A. (BIT:MB) acted as financial advisor to Sanlorenzo. Studio Legale Visconti & Associati acted as legal advisor and CC & Soci S.r.l. acted as financial advisor to Sawa.분석 기사 • Jul 30Earnings Not Telling The Story For Sanlorenzo S.p.A. (BIT:SL)There wouldn't be many who think Sanlorenzo S.p.A.'s ( BIT:SL ) price-to-earnings (or "P/E") ratio of 13.6x is worth a...Buy Or Sell Opportunity • Jul 01Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €38.50. The fair value is estimated to be €52.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Buy Or Sell Opportunity • Jun 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to €39.05. The fair value is estimated to be €48.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.분석 기사 • Jun 08Why The 30% Return On Capital At Sanlorenzo (BIT:SL) Should Have Your AttentionWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • May 15First quarter 2024 earnings released: EPS: €0.57 (vs €0.50 in 1Q 2023)First quarter 2024 results: EPS: €0.57 (up from €0.50 in 1Q 2023). Revenue: €203.2m (up 7.4% from 1Q 2023). Net income: €19.7m (up 14% from 1Q 2023). Profit margin: 9.7% (in line with 1Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (3.2%).분석 기사 • May 11What Does Sanlorenzo S.p.A.'s (BIT:SL) Share Price Indicate?Sanlorenzo S.p.A. ( BIT:SL ), might not be a large cap stock, but it saw a decent share price growth of 12% on the BIT...분석 기사 • Apr 29There's Reason For Concern Over Sanlorenzo S.p.A.'s (BIT:SL) PriceThere wouldn't be many who think Sanlorenzo S.p.A.'s ( BIT:SL ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...분석 기사 • Mar 23Sanlorenzo (BIT:SL) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereSanlorenzo S.p.A.'s ( BIT:SL ) solid earnings announcement recently didn't do much to the stock price. We did some...Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €2.68 (vs €2.15 in FY 2022)Full year 2023 results: EPS: €2.68 (up from €2.15 in FY 2022). Revenue: €865.7m (up 14% from FY 2022). Net income: €92.8m (up 25% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 16With EPS Growth And More, Sanlorenzo (BIT:SL) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...공시 • Mar 07Sanlorenzo S.p.A. (BIT:SL) acquired unknown majority stake in Simpson Marine limited from Mike Simpson for $17 million.Sanlorenzo S.p.A. (BIT:SL) signed a non-binding Memorandum of Understanding to acquire unknown majority stake in Simpson Marine limited on April 11, 2023. Sanlorenzo S.p.A. (BIT:SL) signed a binding share purchase agreement to acquire 95% stake in Simpson Marine Limited from Mike Simpson for $17 million on December 7, 2023. The transaction is expected to close in the first quarter of 2024. Musumeci, Altara, Desana e Associati acted as legal advisors to Sanlorenzo S.p.A, and Howse Williams Bowers acted as a legal advisor to Mike Simpson.Sanlorenzo S.p.A. (BIT:SL) completed the acquisition of unknown majority stake in Simpson Marine limited from Mike Simpson on March 5, 2024.분석 기사 • Mar 02Returns on Capital Paint A Bright Future For Sanlorenzo (BIT:SL)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Recent Insider Transactions • Feb 16Executive Director recently sold €2.2m worth of stockOn the 9th of February, Ferruccio Rossi sold around 50k shares on-market at roughly €43.07 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.분석 기사 • Feb 13Does Sanlorenzo (BIT:SL) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions • Jan 05Executive Director recently sold €288k worth of stockOn the 2nd of January, Ferruccio Rossi sold around 7k shares on-market at roughly €42.67 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €513k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Recent Insider Transactions • Dec 29Executive Director recently sold €513k worth of stockOn the 22nd of December, Ferruccio Rossi sold around 12k shares on-market at roughly €43.15 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.분석 기사 • Dec 02With EPS Growth And More, Sanlorenzo (BIT:SL) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Nov 14Does Sanlorenzo (BIT:SL) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.80 (vs €0.57 in 3Q 2022)Third quarter 2023 results: EPS: €0.80 (up from €0.57 in 3Q 2022). Revenue: €242.8m (up 20% from 3Q 2022). Net income: €27.9m (up 41% from 3Q 2022). Profit margin: 12% (up from 9.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 35% per year.분석 기사 • Oct 26Sanlorenzo (BIT:SL) Could Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...분석 기사 • Oct 03At €35.95, Is It Time To Put Sanlorenzo S.p.A. (BIT:SL) On Your Watch List?While Sanlorenzo S.p.A. ( BIT:SL ) might not be the most widely known stock at the moment, it received a lot of...분석 기사 • Aug 21Is Now The Time To Put Sanlorenzo (BIT:SL) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.63 (vs €0.53 in 2Q 2022)Second quarter 2023 results: EPS: €0.63 (up from €0.53 in 2Q 2022). Revenue: €210.4m (up 13% from 2Q 2022). Net income: €21.8m (up 18% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 38% per year.분석 기사 • Aug 06Sanlorenzo (BIT:SL) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 22Sanlorenzo (BIT:SL) Is Achieving High Returns On Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Jun 30Is It Time To Consider Buying Sanlorenzo S.p.A. (BIT:SL)?Sanlorenzo S.p.A. ( BIT:SL ), is not the largest company out there, but it received a lot of attention from a...분석 기사 • May 15Does Sanlorenzo (BIT:SL) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • May 12First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €189.2m (up 13% from 1Q 2022). Net income: €17.2m (up 23% from 1Q 2022). Profit margin: 9.1% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Leisure industry in Europe.Upcoming Dividend • Apr 25Upcoming dividend of €0.66 per share at 1.6% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Italian dividend payers (5.1%). Lower than average of industry peers (2.5%).분석 기사 • Apr 12Why The 29% Return On Capital At Sanlorenzo (BIT:SL) Should Have Your AttentionTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Recent Insider Transactions • Mar 22Executive Director recently sold €661k worth of stockOn the 17th of March, Ferruccio Rossi sold around 16k shares on-market at roughly €42.49 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.14 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €2.14 (up from €1.48 in FY 2021). Revenue: €758.5m (up 12% from FY 2021). Net income: €74.2m (up 45% from FY 2021). Profit margin: 9.8% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 16Is It Time To Consider Buying Sanlorenzo S.p.A. (BIT:SL)?Sanlorenzo S.p.A. ( BIT:SL ), might not be a large cap stock, but it saw a decent share price growth in the teens level...Price Target Changed • Feb 20Price target increased by 12% to €46.33Up from €41.53, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €40.95. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of €2.06 for next year compared to €1.48 last year.Recent Insider Transactions • Feb 19Executive Director recently sold €194k worth of stockOn the 10th of February, Ferruccio Rossi sold around 5k shares on-market at roughly €40.62 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €403k. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months.Recent Insider Transactions • Jan 04Executive Director recently sold €260k worth of stockOn the 29th of December, Ferruccio Rossi sold around 7k shares on-market at roughly €37.20 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €403k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.분석 기사 • Dec 30Do Sanlorenzo's (BIT:SL) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Dec 14Returns on Capital Paint A Bright Future For Sanlorenzo (BIT:SL)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.57 (vs €0.45 in 3Q 2021)Third quarter 2022 results: EPS: €0.57 (up from €0.45 in 3Q 2021). Revenue: €201.6m (up 16% from 3Q 2021). Net income: €19.8m (up 27% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe.분석 기사 • Oct 02Is Now The Time To Look At Buying Sanlorenzo S.p.A. (BIT:SL)?Sanlorenzo S.p.A. ( BIT:SL ), might not be a large cap stock, but it received a lot of attention from a substantial...Reported Earnings • Sep 05Second quarter 2022 earnings released: EPS: €0.54 (vs €0.38 in 2Q 2021)Second quarter 2022 results: EPS: €0.54 (up from €0.38 in 2Q 2021). Revenue: €185.3m (flat on 2Q 2021). Net income: €18.5m (up 42% from 2Q 2021). Profit margin: 10.0% (up from 7.1% in 2Q 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Leisure industry in Europe.분석 기사 • Sep 02The Trend Of High Returns At Sanlorenzo (BIT:SL) Has Us Very InterestedIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Aug 12Does Sanlorenzo (BIT:SL) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Recent Insider Transactions • Aug 03MD & Executive Director recently sold €322k worth of stockOn the 28th of July, Marco Viti sold around 10k shares on-market at roughly €32.20 per share. In the last 3 months, they made an even bigger sale worth €1.0m. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months.매출 및 비용 세부 내역Sanlorenzo가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BIT:SL 매출, 비용 및 순이익 (EUR Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,042109116031 Dec 251,031107116030 Sep 251,022106118030 Jun 251,039106115031 Mar 251,013105109031 Dec 2498610399030 Sep 249249984030 Jun 249029779031 Mar 248819573031 Dec 238679367030 Sep 238498965030 Jun 238078160031 Mar 237827759031 Dec 227607457030 Sep 227186655030 Jun 226826253031 Mar 226255750031 Dec 215995148030 Sep 216044945030 Jun 215954545031 Mar 215773741031 Dec 205353540030 Sep 205252541030 Jun 204952738031 Mar 205183039031 Dec 195122738031 Dec 1838112320양질의 수익: SL는 고품질 수익을 보유하고 있습니다.이익 마진 증가: SL의 현재 순 이익률 (10.4%)은 지난해 (10.3%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SL의 수익은 지난 5년 동안 연평균 18.2% 증가했습니다.성장 가속화: 지난 1년간 SL 의 수익 증가율(3.6%)은 5년 평균(연간 18.2%)보다 낮습니다.수익 대 산업: SL의 지난 1년 수익 증가율(3.6%)은 Leisure 업계의 -2%를 상회했습니다.자기자본이익률높은 ROE: SL의 자본 수익률(20.2%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-durables 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 06:38종가2026/05/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sanlorenzo S.p.A.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Carmen NovelBanca Akros S.p.A. (ESN)Anna FrontaniBerenbergRemi GrenuBerenberg8명의 분석가 더 보기
Reported Earnings • May 13First quarter 2026 earnings released: EPS: €0.63 (vs €0.61 in 1Q 2025)First quarter 2026 results: EPS: €0.63 (up from €0.61 in 1Q 2025). Revenue: €241.4m (up 4.8% from 1Q 2025). Net income: €22.3m (up 5.1% from 1Q 2025). Profit margin: 9.3% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: €3.04 (vs €2.95 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.95 in FY 2024). Revenue: €1.03b (up 4.2% from FY 2024). Net income: €107.4m (up 4.2% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Jan 16+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2025 Final Results on Mar 09, 2026Sanlorenzo S.p.A. announced that they will report fiscal year 2025 final results on Mar 09, 2026
분석 기사 • Nov 17Sanlorenzo (BIT:SL) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Sanlorenzo S.p.A. ( BIT:SL ) were solid, but the stock didn't move as much as we...
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: €0.84 (vs €0.83 in 3Q 2024)Third quarter 2025 results: EPS: €0.84. Revenue: €246.8m (down 7.3% from 3Q 2024). Net income: €29.3m (flat on 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Leisure industry in Italy.
Reported Earnings • Sep 05Second quarter 2025 earnings released: EPS: €0.72 (vs €0.68 in 2Q 2024)Second quarter 2025 results: EPS: €0.72 (up from €0.68 in 2Q 2024). Revenue: €256.8m (up 11% from 2Q 2024). Net income: €25.4m (up 6.2% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 19Now 21% undervaluedOver the last 90 days, the stock has risen 3.2% to €36.00. The fair value is estimated to be €45.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 5.4% in 2 years. Earnings are forecast to grow by 6.4% in the next 2 years.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: €0.63 (vs €0.61 in 1Q 2025)First quarter 2026 results: EPS: €0.63 (up from €0.61 in 1Q 2025). Revenue: €241.4m (up 4.8% from 1Q 2025). Net income: €22.3m (up 5.1% from 1Q 2025). Profit margin: 9.3% (up from 9.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
속보 • May 11Sanlorenzo Order Growth Reaches Seventh Quarter With Upbeat 2026 Revenue OutlookSanlorenzo reported Q1 2026 net income growth of 5.1% year over year, with EBITDA up 4% on the same basis. Order intake increased 25.4%, marking the seventh consecutive quarter of growth in new business. The company issued guidance for 2026 net revenues from new yachts of €980m to €1.02b and EBITDA of €180m to €192m. The combination of continued order growth and higher earnings points to a solid near-term revenue pipeline backed by both the superyacht and Nautor Swan divisions, along with contributions from the Americas region. For investors, the key questions are how consistently Sanlorenzo can convert this enlarged order book into margins within the guided EBITDA range and how sensitive this demand is to any changes in high-end discretionary spending.
Upcoming Dividend • May 11Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.3%).
공시 • Mar 26Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026Sanlorenzo S.p.A., Annual General Meeting, Apr 24, 2026, at 10:30 W. Europe Standard Time. Location: viale san bartolomeo 362, la spezia Italy
Recent Insider Transactions • Mar 25Executive Chairman & CEO recently bought €860k worth of stockOn the 19th of March, Massimo Perotti bought around 30k shares on-market at roughly €28.65 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Massimo's only on-market trade for the last 12 months.
Declared Dividend • Mar 15Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 28% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 7.6% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 20, 2026Sanlorenzo S.p.A. announced Annual dividend of EUR 1.5000 per share payable on May 20, 2026, ex-date on May 18, 2026 and record date on May 19, 2026.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: €3.04 (vs €2.95 in FY 2024)Full year 2025 results: EPS: €3.04 (up from €2.95 in FY 2024). Revenue: €1.03b (up 4.2% from FY 2024). Net income: €107.4m (up 4.2% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Jan 16+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2025 Final Results on Mar 09, 2026Sanlorenzo S.p.A. announced that they will report fiscal year 2025 final results on Mar 09, 2026
분석 기사 • Jan 15Are Investors Undervaluing Sanlorenzo S.p.A. (BIT:SL) By 38%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Sanlorenzo fair value estimate is €51.56 Sanlorenzo is...
분석 기사 • Nov 17Sanlorenzo (BIT:SL) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by Sanlorenzo S.p.A. ( BIT:SL ) were solid, but the stock didn't move as much as we...
Reported Earnings • Nov 11Third quarter 2025 earnings released: EPS: €0.84 (vs €0.83 in 3Q 2024)Third quarter 2025 results: EPS: €0.84. Revenue: €246.8m (down 7.3% from 3Q 2024). Net income: €29.3m (flat on 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Leisure industry in Italy.
분석 기사 • Nov 07Sanlorenzo (BIT:SL) 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...
분석 기사 • Oct 18Is Now The Time To Put Sanlorenzo (BIT:SL) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 • Sep 12Nautor Swan And Simpson Marine Acquisitions Will Fuel APAC PresenceSanlorenzo’s lower analyst price target reflects sharply reduced revenue growth forecasts and a decline in net profit margin, resulting in a revised fair value of €44.23. Valuation Changes Summary of Valuation Changes for Sanlorenzo The Consensus Analyst Price Target has fallen from €47.53 to €44.23.
Price Target Changed • Sep 11Price target decreased by 7.4% to €46.90Down from €50.65, the current price target is an average from 3 analysts. New target price is 36% above last closing price of €34.40. Stock is up 3.9% over the past year. The company is forecast to post earnings per share of €3.04 for next year compared to €2.95 last year.
Reported Earnings • Sep 05Second quarter 2025 earnings released: EPS: €0.72 (vs €0.68 in 2Q 2024)Second quarter 2025 results: EPS: €0.72 (up from €0.68 in 2Q 2024). Revenue: €256.8m (up 11% from 2Q 2024). Net income: €25.4m (up 6.2% from 2Q 2024). Profit margin: 9.9% (in line with 2Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 24Is Sanlorenzo S.p.A. (BIT:SL) Trading At A 47% Discount?Key Insights The projected fair value for Sanlorenzo is €56.98 based on 2 Stage Free Cash Flow to Equity Sanlorenzo's...
분석 기사 • Jul 01Here's What Sanlorenzo's (BIT:SL) Strong Returns On Capital MeanWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • May 16First quarter 2025 earnings released: EPS: €0.60 (vs €0.56 in 1Q 2024)First quarter 2025 results: EPS: €0.60 (up from €0.56 in 1Q 2024). Revenue: €230.4m (up 13% from 1Q 2024). Net income: €21.2m (up 8.0% from 1Q 2024). Profit margin: 9.2% (in line with 1Q 2024). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
분석 기사 • May 13Sanlorenzo S.p.A.'s (BIT:SL) Prospects Need A Boost To Lift SharesWhen close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Upcoming Dividend • May 12Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 19 May 2025. Payment date: 21 May 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Italian dividend payers (5.4%). In line with average of industry peers (3.1%).
새로운 내러티브 • Apr 27Nautor Swan And Simpson Marine Acquisitions Will Fuel APAC Presence Strategic acquisitions and product innovation aim to drive significant future revenue growth, enhancing Sanlorenzo's market position.
Recent Insider Transactions • Apr 11Executive Chairman & CEO recently bought €842k worth of stockOn the 2nd of April, Massimo Perotti bought around 30k shares on-market at roughly €28.08 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Massimo's only on-market trade for the last 12 months.
분석 기사 • Apr 04Sanlorenzo's (BIT:SL) Profits Appear To Have Quality IssuesSanlorenzo S.p.A.'s ( BIT:SL ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...
공시 • Mar 21Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025Sanlorenzo S.p.A., Annual General Meeting, Apr 29, 2025, at 10:30 W. Europe Standard Time.
분석 기사 • Mar 21Sanlorenzo (BIT:SL) Will Pay A Dividend Of €1.00Sanlorenzo S.p.A. ( BIT:SL ) will pay a dividend of €1.00 on the 21st of May. Based on this payment, the dividend yield...
Declared Dividend • Mar 14Dividend of €1.00 announcedDividend of €1.00 is the same as last year. Ex-date: 19th May 2025 Payment date: 21st May 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 35% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 13Sanlorenzo S.p.A. announces Annual dividend, payable on May 21, 2025Sanlorenzo S.p.A. announced Annual dividend of EUR 1.0000 per share payable on May 21, 2025, ex-date on May 19, 2025 and record date on May 20, 2025.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: €2.93 (vs €2.68 in FY 2023)Full year 2024 results: EPS: €2.93 (up from €2.68 in FY 2023). Revenue: €982.8m (up 13% from FY 2023). Net income: €103.1m (up 11% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 06Sanlorenzo (BIT:SL) Is Achieving High Returns On Its CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Feb 19Sanlorenzo S.p.A.'s (BIT:SL) Intrinsic Value Is Potentially 28% Above Its Share PriceKey Insights The projected fair value for Sanlorenzo is €43.68 based on 2 Stage Free Cash Flow to Equity Current share...
Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 9.3% to €34.80. The fair value is estimated to be €43.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period.
공시 • Jan 30+ 4 more updatesSanlorenzo S.p.A. to Report Fiscal Year 2024 Final Results on Mar 10, 2025Sanlorenzo S.p.A. announced that they will report fiscal year 2024 final results on Mar 10, 2025
분석 기사 • Dec 28Sanlorenzo S.p.A.'s (BIT:SL) Share Price Is Matching Sentiment Around Its EarningsSanlorenzo S.p.A.'s ( BIT:SL ) price-to-earnings (or "P/E") ratio of 11.6x might make it look like a buy right now...
Buy Or Sell Opportunity • Nov 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to €33.30. The fair value is estimated to be €42.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 6.3% per annum over the same time period.
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: €0.84 (vs €0.80 in 3Q 2023)Third quarter 2024 results: EPS: €0.84 (up from €0.80 in 3Q 2023). Revenue: €264.5m (up 8.3% from 3Q 2023). Net income: €29.4m (up 5.3% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Leisure industry in Italy. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 28Investors Should Be Encouraged By Sanlorenzo's (BIT:SL) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Buy Or Sell Opportunity • Sep 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.4% to €37.30. The fair value is estimated to be €46.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.
분석 기사 • Sep 22We Think That There Are Some Issues For Sanlorenzo (BIT:SL) Beyond Its Promising EarningsThe stock price didn't jump after Sanlorenzo S.p.A. ( BIT:SL ) posted decent earnings last week. We think that...
New Risk • Sep 16New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 5x cash flows per share).
Reported Earnings • Sep 06Second quarter 2024 earnings released: EPS: €0.69 (vs €0.63 in 2Q 2023)Second quarter 2024 results: EPS: €0.69 (up from €0.63 in 2Q 2023). Revenue: €231.5m (up 9.5% from 2Q 2023). Net income: €23.9m (up 9.5% from 2Q 2023). Profit margin: 10% (in line with 2Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 11Is There An Opportunity With Sanlorenzo S.p.A.'s (BIT:SL) 43% Undervaluation?Key Insights Sanlorenzo's estimated fair value is €62.19 based on 2 Stage Free Cash Flow to Equity Current share price...
공시 • Aug 02Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L.Sanlorenzo S.p.A. (BIT:SL) signed a binding agreement to acquire Nautor Swan S.R.L. from Sawa S.R.L. on August 1, 2024. Sanlorenzo commits to purchase from Sawa, which commits to sell, 100% of the shares of Nautor Swan Group, in two tranches: 60% of the shares at the First Closing, shortly after the signing of the Binding Agreement, for €48.5 million, 40% of the shares at the Second Closing, by 30 April 2028 (based on the FY2027 financial results), valued at the higher of the First Closing Equity Value and the Equity valuation resulting from 9x EV/EBITDA multiple. For each Closing, the parties have agreed to the payment of 2/3 in cash and 1/3 in shares through a Capital Increase with exclusion of the pre-emptive rights, reserved to Sawa, unless technical difficulties arise preventing its prompt execution. The issue price of the Sanlorenzo shares is valued at the simple average of the closing prices of the stock market in the 30 calendar days preceding the relevant Closing. The Agreement is subject to condition precedents to be fulfilled by Sawa between the signing of the Agreement and the First Closing, in favor of Sanlorenzo. Post-acquisition, Massimo Perotti, as CEO, and Giovanni Pomati, as co-CEO, will head Nautor Swan Group. Leonardo Ferragamo will retain his role as Chairman of Nautor Swan. Musumeci, Altara e Associati acted as legal advisor, Deloitte Italy S.p.A acted as due diligence provider, Andersen Italia acted as accountant and Mediobanca Banca di Credito Finanziario S.p.A. (BIT:MB) acted as financial advisor to Sanlorenzo. Studio Legale Visconti & Associati acted as legal advisor and CC & Soci S.r.l. acted as financial advisor to Sawa.
분석 기사 • Jul 30Earnings Not Telling The Story For Sanlorenzo S.p.A. (BIT:SL)There wouldn't be many who think Sanlorenzo S.p.A.'s ( BIT:SL ) price-to-earnings (or "P/E") ratio of 13.6x is worth a...
Buy Or Sell Opportunity • Jul 01Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.2% to €38.50. The fair value is estimated to be €52.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Buy Or Sell Opportunity • Jun 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.4% to €39.05. The fair value is estimated to be €48.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
분석 기사 • Jun 08Why The 30% Return On Capital At Sanlorenzo (BIT:SL) Should Have Your AttentionWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • May 15First quarter 2024 earnings released: EPS: €0.57 (vs €0.50 in 1Q 2023)First quarter 2024 results: EPS: €0.57 (up from €0.50 in 1Q 2023). Revenue: €203.2m (up 7.4% from 1Q 2023). Net income: €19.7m (up 14% from 1Q 2023). Profit margin: 9.7% (in line with 1Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 28% per year.
Upcoming Dividend • May 13Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 20 May 2024. Payment date: 22 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (3.2%).
분석 기사 • May 11What Does Sanlorenzo S.p.A.'s (BIT:SL) Share Price Indicate?Sanlorenzo S.p.A. ( BIT:SL ), might not be a large cap stock, but it saw a decent share price growth of 12% on the BIT...
분석 기사 • Apr 29There's Reason For Concern Over Sanlorenzo S.p.A.'s (BIT:SL) PriceThere wouldn't be many who think Sanlorenzo S.p.A.'s ( BIT:SL ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...
분석 기사 • Mar 23Sanlorenzo (BIT:SL) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereSanlorenzo S.p.A.'s ( BIT:SL ) solid earnings announcement recently didn't do much to the stock price. We did some...
Reported Earnings • Mar 19Full year 2023 earnings released: EPS: €2.68 (vs €2.15 in FY 2022)Full year 2023 results: EPS: €2.68 (up from €2.15 in FY 2022). Revenue: €865.7m (up 14% from FY 2022). Net income: €92.8m (up 25% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 16With EPS Growth And More, Sanlorenzo (BIT:SL) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
공시 • Mar 07Sanlorenzo S.p.A. (BIT:SL) acquired unknown majority stake in Simpson Marine limited from Mike Simpson for $17 million.Sanlorenzo S.p.A. (BIT:SL) signed a non-binding Memorandum of Understanding to acquire unknown majority stake in Simpson Marine limited on April 11, 2023. Sanlorenzo S.p.A. (BIT:SL) signed a binding share purchase agreement to acquire 95% stake in Simpson Marine Limited from Mike Simpson for $17 million on December 7, 2023. The transaction is expected to close in the first quarter of 2024. Musumeci, Altara, Desana e Associati acted as legal advisors to Sanlorenzo S.p.A, and Howse Williams Bowers acted as a legal advisor to Mike Simpson.Sanlorenzo S.p.A. (BIT:SL) completed the acquisition of unknown majority stake in Simpson Marine limited from Mike Simpson on March 5, 2024.
분석 기사 • Mar 02Returns on Capital Paint A Bright Future For Sanlorenzo (BIT:SL)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Recent Insider Transactions • Feb 16Executive Director recently sold €2.2m worth of stockOn the 9th of February, Ferruccio Rossi sold around 50k shares on-market at roughly €43.07 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.1m more than they bought in the last 12 months.
분석 기사 • Feb 13Does Sanlorenzo (BIT:SL) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions • Jan 05Executive Director recently sold €288k worth of stockOn the 2nd of January, Ferruccio Rossi sold around 7k shares on-market at roughly €42.67 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €513k. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 29Executive Director recently sold €513k worth of stockOn the 22nd of December, Ferruccio Rossi sold around 12k shares on-market at roughly €43.15 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.6m more than they bought in the last 12 months.
분석 기사 • Dec 02With EPS Growth And More, Sanlorenzo (BIT:SL) Makes An Interesting CaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Nov 14Does Sanlorenzo (BIT:SL) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: €0.80 (vs €0.57 in 3Q 2022)Third quarter 2023 results: EPS: €0.80 (up from €0.57 in 3Q 2022). Revenue: €242.8m (up 20% from 3Q 2022). Net income: €27.9m (up 41% from 3Q 2022). Profit margin: 12% (up from 9.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 35% per year.
분석 기사 • Oct 26Sanlorenzo (BIT:SL) Could Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 • Oct 03At €35.95, Is It Time To Put Sanlorenzo S.p.A. (BIT:SL) On Your Watch List?While Sanlorenzo S.p.A. ( BIT:SL ) might not be the most widely known stock at the moment, it received a lot of...
분석 기사 • Aug 21Is Now The Time To Put Sanlorenzo (BIT:SL) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: €0.63 (vs €0.53 in 2Q 2022)Second quarter 2023 results: EPS: €0.63 (up from €0.53 in 2Q 2022). Revenue: €210.4m (up 13% from 2Q 2022). Net income: €21.8m (up 18% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 38% per year.
분석 기사 • Aug 06Sanlorenzo (BIT:SL) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jul 22Sanlorenzo (BIT:SL) Is Achieving High Returns On Its CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • Jun 30Is It Time To Consider Buying Sanlorenzo S.p.A. (BIT:SL)?Sanlorenzo S.p.A. ( BIT:SL ), is not the largest company out there, but it received a lot of attention from a...
분석 기사 • May 15Does Sanlorenzo (BIT:SL) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • May 12First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: €189.2m (up 13% from 1Q 2022). Net income: €17.2m (up 23% from 1Q 2022). Profit margin: 9.1% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Leisure industry in Europe.
Upcoming Dividend • Apr 25Upcoming dividend of €0.66 per share at 1.6% yieldEligible shareholders must have bought the stock before 02 May 2023. Payment date: 04 May 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Italian dividend payers (5.1%). Lower than average of industry peers (2.5%).
분석 기사 • Apr 12Why The 29% Return On Capital At Sanlorenzo (BIT:SL) Should Have Your AttentionTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Recent Insider Transactions • Mar 22Executive Director recently sold €661k worth of stockOn the 17th of March, Ferruccio Rossi sold around 16k shares on-market at roughly €42.49 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
Reported Earnings • Mar 16Full year 2022 earnings released: EPS: €2.14 (vs €1.48 in FY 2021)Full year 2022 results: EPS: €2.14 (up from €1.48 in FY 2021). Revenue: €758.5m (up 12% from FY 2021). Net income: €74.2m (up 45% from FY 2021). Profit margin: 9.8% (up from 7.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Leisure industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 16Is It Time To Consider Buying Sanlorenzo S.p.A. (BIT:SL)?Sanlorenzo S.p.A. ( BIT:SL ), might not be a large cap stock, but it saw a decent share price growth in the teens level...
Price Target Changed • Feb 20Price target increased by 12% to €46.33Up from €41.53, the current price target is an average from 3 analysts. New target price is 13% above last closing price of €40.95. Stock is up 7.2% over the past year. The company is forecast to post earnings per share of €2.06 for next year compared to €1.48 last year.
Recent Insider Transactions • Feb 19Executive Director recently sold €194k worth of stockOn the 10th of February, Ferruccio Rossi sold around 5k shares on-market at roughly €40.62 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €403k. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 04Executive Director recently sold €260k worth of stockOn the 29th of December, Ferruccio Rossi sold around 7k shares on-market at roughly €37.20 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €403k. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months.
분석 기사 • Dec 30Do Sanlorenzo's (BIT:SL) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Dec 14Returns on Capital Paint A Bright Future For Sanlorenzo (BIT:SL)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Executive Chairman & CEO Massimo Perotti was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: €0.57 (vs €0.45 in 3Q 2021)Third quarter 2022 results: EPS: €0.57 (up from €0.45 in 3Q 2021). Revenue: €201.6m (up 16% from 3Q 2021). Net income: €19.8m (up 27% from 3Q 2021). Profit margin: 9.8% (in line with 3Q 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Leisure industry in Europe.
분석 기사 • Oct 02Is Now The Time To Look At Buying Sanlorenzo S.p.A. (BIT:SL)?Sanlorenzo S.p.A. ( BIT:SL ), might not be a large cap stock, but it received a lot of attention from a substantial...
Reported Earnings • Sep 05Second quarter 2022 earnings released: EPS: €0.54 (vs €0.38 in 2Q 2021)Second quarter 2022 results: EPS: €0.54 (up from €0.38 in 2Q 2021). Revenue: €185.3m (flat on 2Q 2021). Net income: €18.5m (up 42% from 2Q 2021). Profit margin: 10.0% (up from 7.1% in 2Q 2021). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Leisure industry in Europe.
분석 기사 • Sep 02The Trend Of High Returns At Sanlorenzo (BIT:SL) Has Us Very InterestedIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Aug 12Does Sanlorenzo (BIT:SL) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Recent Insider Transactions • Aug 03MD & Executive Director recently sold €322k worth of stockOn the 28th of July, Marco Viti sold around 10k shares on-market at roughly €32.20 per share. In the last 3 months, they made an even bigger sale worth €1.0m. Insiders have been net sellers, collectively disposing of €8.0m more than they bought in the last 12 months.
