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Buzzi S.p.A.BIT:BZU 주식 보고서

시가총액 €8.0b
주가
€45.00
€53.56
16.0% 저평가 내재 할인율
1Y-4.5%
7D5.7%
1D
포트폴리오 가치
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Buzzi S.p.A.

BIT:BZU 주식 리포트

시가총액: €8.0b

Buzzi (BZU) 주식 개요

Buzzi S.p.A.는 자회사와 함께 시멘트, 레미콘, 골재를 제조, 유통, 판매하는 회사입니다. 자세히 보기

BZU 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장0/6
과거 실적2/6
재무 건전성6/6
배당4/6

강점

위험 분석

우리의 위험 점검에서 BZU에 대한 위험이 감지되지 않았습니다.

BZU Community Fair Values

Create Narrative

See what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.

Buzzi S.p.A. 경쟁사

가격 이력 및 성과

Buzzi 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€45.00
52주 최고가€54.75
52주 최저가€40.20
베타1.06
1개월 변동-3.76%
3개월 변동-8.61%
1년 변동-4.50%
3년 변동106.23%
5년 변동92.06%
IPO 이후 변동577.34%

최근 뉴스 및 업데이트

내러티브 업데이트 May 13

BZU: Buyback Programs And Mixed Rating Moves Will Shape Future Returns

Narrative Update: Buzzi Analysts have trimmed their average price target for Buzzi by about €1, reflecting slightly higher assumed discount rates and softer revenue growth expectations, partly offset by firmer profit margin and P/E assumptions following a mix of recent price target cuts and upgrades across the Street. Analyst Commentary Recent research on Buzzi shows a split view, with some analysts turning more constructive on the stock while others are trimming price targets by €1 to €5.
내러티브 업데이트 Apr 22

BZU: Share Repurchase Program Will Support Future Re-rating Potential

Analysts have reduced their average price target on Buzzi to about €60. This reflects slightly higher required returns and a lower assumed future P/E, while revenue growth and profitability assumptions remain broadly unchanged.

Recent updates

내러티브 업데이트 May 13

BZU: Buyback Programs And Mixed Rating Moves Will Shape Future Returns

Narrative Update: Buzzi Analysts have trimmed their average price target for Buzzi by about €1, reflecting slightly higher assumed discount rates and softer revenue growth expectations, partly offset by firmer profit margin and P/E assumptions following a mix of recent price target cuts and upgrades across the Street. Analyst Commentary Recent research on Buzzi shows a split view, with some analysts turning more constructive on the stock while others are trimming price targets by €1 to €5.
내러티브 업데이트 Apr 22

BZU: Share Repurchase Program Will Support Future Re-rating Potential

Analysts have reduced their average price target on Buzzi to about €60. This reflects slightly higher required returns and a lower assumed future P/E, while revenue growth and profitability assumptions remain broadly unchanged.
내러티브 업데이트 Mar 21

BZU: JPMorgan Upgrade And Buyback Plan Will Shape Future Returns

Analysts have lifted their price targets on Buzzi by €2, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E following recent research updates from major banks. Analyst Commentary Bullish Takeaways Bullish analysts see the €2 price target lift as aligned with updated fair value work, suggesting that revised assumptions on discount rate and earnings outlook support a higher valuation base.
내러티브 업데이트 Mar 07

BZU: Eased Discount Rate Will Support Higher P/E And Upside Potential

Narrative Update on Buzzi Analysts have lifted their price target on Buzzi by €2, citing slightly adjusted assumptions on the discount rate, revenue growth, profit margin and future P/E that support a modestly higher valuation. Analyst Commentary Recent research points to a more constructive stance on Buzzi, with bullish analysts adjusting their assumptions on discount rates, revenue growth, profit margins and future P/E multiples to support a slightly higher valuation.
내러티브 업데이트 Feb 20

BZU: Refreshed Discount Rate And P/E Framework Will Support Further Upside

The analyst price target for Buzzi has been raised by €2, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E to support the change. Analyst Commentary Recent research points to a more constructive stance on Buzzi, with the latest €2 price target adjustment reflecting refreshed views on what analysts see as a reasonable fair value for the shares.
내러티브 업데이트 Feb 06

BZU: Higher Neutral Stance And Refined Assumptions May Unlock Further Upside

Analysts have nudged their price targets for Buzzi higher, with one recent move taking the target to €55 from €50. This change is supported by updated assumptions around discount rates, revenue growth and profitability, which together point to only a modest adjustment in estimated fair value.
분석 기사 Jan 28

Buzzi S.p.A.'s (BIT:BZU) Intrinsic Value Is Potentially 25% Below Its Share Price

Key Insights Buzzi's estimated fair value is €37.14 based on 2 Stage Free Cash Flow to Equity Buzzi is estimated to be...
내러티브 업데이트 Jan 23

BZU: Higher Fair Value And Citi Upgrade Will Support Further Upside

Analysts have lifted their fair value estimate for Buzzi from €54.00 to about €63.87, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that are broadly in line with the recent Street move to a €55 price target. Analyst Commentary Recent Street commentary on Buzzi points to a more constructive stance, with bullish analysts aligning closer to the updated fair value estimate and Street price targets around €55.
분석 기사 Jan 13

Buzzi S.p.A.'s (BIT:BZU) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 10.9x Buzzi S.p.A. ( BIT:BZU ) may be sending bullish signals at the...
내러티브 업데이트 Jan 08

BZU: CO2 Allowance Changes And Higher €55 Outlook Will Shape Returns

Analysts have nudged their price target on Buzzi higher to €55, up from €52, citing recent research that highlights limited upside at some brokers but an improved target level overall based on updated assumptions around discount rates and earnings multiples. Analyst Commentary Recent research on Buzzi reflects a mixed stance, with some analysts lifting price targets while others temper their enthusiasm on the shares.
내러티브 업데이트 Dec 15

BZU: Energy Transition Costs Will Shape Returns Amid Stabilizing Construction Cycle

The analyst price target for Buzzi has been modestly raised, with fair value moving from about EUR 51.26 to EUR 52.57. Analysts are factoring in slightly stronger revenue growth expectations and a higher future earnings multiple, partly offset by a marginally lower profit margin and a steadying of sentiment reflected in recent rating changes.
내러티브 업데이트 Nov 30

BZU: European Construction Cycle Stabilization Will Drive Performance Amid Regulatory Shifts

Analysts have raised their price target for Buzzi from €48.11 to €51.26. This reflects increased confidence in growth drivers and cement pricing trends across the sector.
분석 기사 Nov 24

Returns Are Gaining Momentum At Buzzi (BIT:BZU)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
내러티브 업데이트 Nov 16

BZU: European Construction Cycle Stabilization Will Balance Sector Risks Ahead

The analyst consensus price target for Buzzi has increased modestly from EUR 47.65 to EUR 48.11. This reflects analysts' expectations for stabilized construction demand and slightly improved margins, despite ongoing sector risks.
분석 기사 Nov 11

Is Buzzi S.p.A. (BIT:BZU) Potentially Undervalued?

Buzzi S.p.A. ( BIT:BZU ) saw a significant share price rise of 25% in the past couple of months on the BIT. The recent...
내러티브 업데이트 Nov 01

BZU: Stabilizing Construction Cycle And Pricing Trends Will Support Measured Performance Ahead

Buzzi's analyst price target has shifted higher in recent updates, with some analysts citing ongoing strength in European cement pricing and stabilization in the construction sector as key factors supporting an increase of up to EUR 9 in target valuations. Analyst Commentary Recent analyst research on Buzzi presents a complex picture, reflecting both confidence in the company's long-term prospects and some caution around near-term challenges.
내러티브 업데이트 Oct 18

Expansion In Brazil And US Will Unlock Sustainable Opportunities

Buzzi’s analyst price target has edged up from €46.95 to €47.65, as analysts point to modestly improved growth expectations and continued regulatory and market tailwinds in the European building materials sector. Analyst Commentary Recent street research offers a mix of optimism and caution from major analysts on Buzzi, with updates to both ratings and price targets as the sector evolves.
분석 기사 Oct 15

Buzzi S.p.A.'s (BIT:BZU) Price Is Right But Growth Is Lacking

Buzzi S.p.A.'s ( BIT:BZU ) price-to-earnings (or "P/E") ratio of 9.9x might make it look like a buy right now compared...
분석 기사 Oct 02

Buzzi (BIT:BZU) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Sep 20

Expansion In Brazil And US Will Unlock Sustainable Opportunities

Analysts have raised Buzzi’s price target slightly to €46.95, reflecting optimism over supportive European cement pricing and stable long-term demand despite ongoing cost and earnings risks, particularly in the U.S. and from higher capex. Analyst Commentary Bullish analysts see positive catalysts for cement pricing in Europe, including regulatory support and stabilization in the construction cycle, contributing to sector outperformance.
분석 기사 Sep 18

Estimating The Intrinsic Value Of Buzzi S.p.A. (BIT:BZU)

Key Insights The projected fair value for Buzzi is €41.84 based on 2 Stage Free Cash Flow to Equity Buzzi's €47.36...
내러티브 업데이트 Sep 05

Expansion In Brazil And US Will Unlock Sustainable Opportunities

Analysts have marginally raised Buzzi’s price target to €46.26, citing attractive valuation and German market exposure amid stabilizing European construction trends, though persistent caution remains due to U.S. macro risks, cost inflation, and concerns over free cash flow from capital expenditures. Analyst Commentary Analysts highlight Buzzi’s attractive valuation relative to peers and significant German market exposure, supporting the investment case.
분석 기사 Aug 08

Buzzi S.p.A. (BIT:BZU) Just Reported Interim Earnings: Have Analysts Changed Their Mind On The Stock?

BIT:BZU 1 Year Share Price vs Fair Value Explore Buzzi's Fair Values from the Community and select yours Last week, you...
분석 기사 Jul 26

At €45.66, Is It Time To Put Buzzi S.p.A. (BIT:BZU) On Your Watch List?

While Buzzi S.p.A. ( BIT:BZU ) might not have the largest market cap around , it received a lot of attention from a...
분석 기사 Jun 20

Insufficient Growth At Buzzi S.p.A. (BIT:BZU) Hampers Share Price

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 16x, you may consider Buzzi...
분석 기사 Jun 02

Calculating The Intrinsic Value Of Buzzi S.p.A. (BIT:BZU)

Key Insights Buzzi's estimated fair value is €51.09 based on 2 Stage Free Cash Flow to Equity With €45.22 share price...
User avatar
새로운 내러티브 Mar 30

Brazil Consolidation And Gulf Cement Acquisition Will Optimize Efficiency

Strategic acquisitions and asset consolidation aim to maintain profitability and optimize net margins through higher-margin operations.

주주 수익률

BZUIT Basic MaterialsIT 시장
7D5.7%5.7%2.6%
1Y-4.5%-11.1%18.9%

수익률 대 산업: BZU은 지난 1년 동안 -11.1%의 수익을 기록한 Italian Basic Materials 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BZU은 지난 1년 동안 18.9%를 기록한 Italian 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is BZU's price volatile compared to industry and market?
BZU volatility
BZU Average Weekly Movement5.8%
Basic Materials Industry Average Movement5.5%
Market Average Movement5.2%
10% most volatile stocks in IT Market8.7%
10% least volatile stocks in IT Market3.2%

안정적인 주가: BZU는 지난 3개월 동안 Italian 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BZU의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
187210,404Pietro Buzziwww.buzzi.com

Buzzi S.p.A.는 자회사와 함께 시멘트, 레미콘, 골재를 제조, 유통, 판매하는 회사입니다. 주로 이탈리아, 미국, 독일, 룩셈부르크, 네덜란드, 폴란드, 체코, 슬로바키아, 우크라이나, 멕시코, 브라질에서 사업을 운영하고 있습니다. 이 회사는 이전에는 Buzzi Unicem S.p.A.로 알려졌으며 2023년 5월에 Buzzi S.p.A.로 사명을 변경했습니다.

Buzzi S.p.A. 기초 지표 요약

Buzzi의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BZU 기초 통계
시가총액€8.04b
순이익 (TTM)€921.31m
매출 (TTM)€4.53b
8.7x
주가수익비율(P/E)
1.8x
주가매출비율(P/S)

BZU는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BZU 손익계산서 (TTM)
매출€4.53b
매출원가€2.57b
총이익€1.96b
기타 비용€1.04b
순이익€921.31m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)5.15
총이익률43.25%
순이익률20.35%
부채/자본 비율4.9%

BZU의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.6%
현재 배당 수익률
14%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 05:37
종가2026/05/26 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Buzzi S.p.A.는 31명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrea BelloliBanca Akros S.p.A. (ESN)
Andrea BelloliBanca Akros S.p.A. (ESN)
Tom ZhangBarclays