View ValuationFranchi Umberto Marmi 향후 성장Future 기준 점검 2/6Franchi Umberto Marmi (는) 각각 연간 16.1% 및 4.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.7% 로 예상됩니다.핵심 정보16.1%이익 성장률16.08%EPS 성장률Basic Materials 이익 성장17.6%매출 성장률4.9%향후 자기자본이익률7.65%애널리스트 커버리지Low마지막 업데이트15 May 2026최근 향후 성장 업데이트Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.분석 기사 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.모든 업데이트 보기Recent updates공시 • Apr 10Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026, at 16:00 W. Europe Standard Time.Buy Or Sell Opportunity • Jan 16Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to €3.93. The fair value is estimated to be €4.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.Buy Or Sell Opportunity • Jul 02Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to €4.70. The fair value is estimated to be €6.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Upcoming Dividend • Jun 02Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 11 June 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.9%).분석 기사 • May 16Calculating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Franchi Umberto Marmi fair value estimate is €5.69 Franchi...Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.Buy Or Sell Opportunity • May 05Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to €4.31. The fair value is estimated to be €3.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to €4.41. The fair value is estimated to be €3.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.공시 • Apr 15Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025, at 16:00 W. Europe Standard Time.공시 • Mar 30Franchi Umberto Marmi S.p.A. announces Annual dividend, payable on June 11, 2025Franchi Umberto Marmi S.p.A. announced Annual dividend of EUR 0.1000 per share payable on June 11, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.New Risk • Sep 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 22% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (15% net profit margin).Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.Upcoming Dividend • May 06Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.4%).Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €0.40 (vs €0.53 in FY 2022)Full year 2023 results: EPS: €0.40 (down from €0.53 in FY 2022). Revenue: €74.7m (down 1.5% from FY 2022). Net income: €13.0m (down 25% from FY 2022). Profit margin: 17% (down from 23% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.분석 기사 • Mar 26Estimating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Franchi Umberto Marmi's estimated fair value is €6.14 based on 2 Stage Free Cash Flow to Equity Franchi...공시 • Jan 23Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl.Franchi Umberto Marmi S.p.A. (BIT:FUM) agreed to acquire 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl for €67 million on December 14, 2020. The value of the transaction is €67 million and provides for the reinvestment of GVM in FUM with an equity investment equal to 9% of the share capital. In particular, Faggioni holds the rights to exploit 50% of two of the most important quarries in the Carrara district located in Miseglia, an area of great value specialized in the extraction of the most sought-after qualities of marble, including Statuario and Calacatta. The board of directors of Franchi Umberto Marmi has approved the completion of the preliminary contract for the purchase of 50% of the shares.Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl on January 22, 2024.Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.71 per share.Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.Reported Earnings • Sep 25First half 2023 earnings released: EPS: €0.25 (vs €0.28 in 1H 2022)First half 2023 results: EPS: €0.25 (down from €0.28 in 1H 2022). Revenue: €37.8m (down 9.6% from 1H 2022). Net income: €8.11m (down 13% from 1H 2022). Profit margin: 22% (in line with 1H 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in Europe.Upcoming Dividend • Jun 05Upcoming dividend of €0.29 per share at 3.7% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Italian dividend payers (5.2%). In line with average of industry peers (3.6%).Reported Earnings • May 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.53 (up from €0.32 in FY 2021). Revenue: €75.8m (up 16% from FY 2021). Net income: €17.2m (up 66% from FY 2021). Profit margin: 23% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.0%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Basic Materials industry in Europe.Board Change • Nov 16Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Jul 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €11.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €11.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.공시 • Jun 16Giulio Vanelli Marmi SRL acquired additional 0.014009% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million.Giulio Vanelli Marmi SRL acquired additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million on June 14, 2022. Giulio Vanelli Marmi SRL completed the acquisition of additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) on June 14, 2022.Board Change • Apr 27Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Apr 18Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (4.1%).분석 기사 • Mar 19We Like The Quality Of Franchi Umberto Marmi's (BIT:FUM) EarningsFranchi Umberto Marmi S.p.A. ( BIT:FUM ) announced a healthy earnings result recently, and the market rewarded it with...분석 기사 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.32 (down from €0.34 in FY 2020). Revenue: €65.3m (up 28% from FY 2020). Net income: €10.4m (flat on FY 2020). Profit margin: 16% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 37%. Over the next year, revenue is forecast to grow 10%, compared to a 8.5% growth forecast for the industry in Italy.Buying Opportunity • Mar 04Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €10.97, 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 year. Earnings per share has declined by 27% over the last year.Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.Upcoming Dividend • May 04Inaugural dividend of €0.24 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. This is the first dividend for Franchi Umberto Marmi since going public. The average dividend yield among industry peers is 2.7%.분석 기사 • Apr 30A Look At The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Does the April share price for Franchi Umberto Marmi S.p.A. ( BIT:FUM ) reflect what it's really worth? Today, we will...Is New 90 Day High Low • Feb 12New 90-day low: €8.20The company is down 1.0% from its price of €8.30 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.17 per share.분석 기사 • Jan 10Are Investors Undervaluing Franchi Umberto Marmi S.p.A. (BIT:FUM) By 33%?How far off is Franchi Umberto Marmi S.p.A. ( BIT:FUM ) from its intrinsic value? Using the most recent financial data...이익 및 매출 성장 예측BIT:FUM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202886111518212/31/202788111620412/31/20268191115312/31/20257671820N/A9/30/20257671014N/A6/30/202576728N/A3/31/202578917N/A12/31/20248010-16N/A9/30/20248011311N/A6/30/20248012615N/A3/31/20247713514N/A12/31/20237413413N/A9/30/202373151520N/A6/30/202372162527N/A3/31/202374172223N/A12/31/202276171819N/A9/30/202275151314N/A6/30/2022741389N/A3/31/202269121516N/A12/31/202165102224N/A9/30/202162101416N/A6/30/2021591068N/A3/31/2021551035N/A12/31/2020511002N/A12/31/20196517914N/A12/31/20186121N/A12N/A12/31/20175119N/A13N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: FUM 의 연간 예상 수익 증가율(16.1%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: FUM 의 연간 수익(16.1%)이 Italian 시장(11.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: FUM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: FUM 의 수익(연간 4.9%)이 Italian 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: FUM 의 수익(연간 4.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: FUM의 자본 수익률은 3년 후 7.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 22:25종가2026/06/12 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 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 소스Franchi Umberto Marmi S.p.A.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Luca ArenaAlantra Capital Markets ResearchCatharina ClaesBerenbergAnna FrontaniBerenberg3명의 분석가 더 보기
Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.
Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.
Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.
Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.
분석 기사 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...
Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.
공시 • Apr 10Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 24, 2026, at 16:00 W. Europe Standard Time.
Buy Or Sell Opportunity • Jan 16Now 20% undervaluedOver the last 90 days, the stock has risen 1.8% to €3.93. The fair value is estimated to be €4.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has declined by 20%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
Price Target Changed • Oct 08Price target decreased by 12% to €8.54Down from €9.68, the current price target is an average from 5 analysts. New target price is 125% above last closing price of €3.80. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.27 for next year compared to €0.32 last year.
Buy Or Sell Opportunity • Jul 02Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to €4.70. The fair value is estimated to be €6.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Upcoming Dividend • Jun 02Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 11 June 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (2.9%).
분석 기사 • May 16Calculating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Franchi Umberto Marmi fair value estimate is €5.69 Franchi...
Price Target Changed • May 07Price target decreased by 10% to €9.68Down from €10.77, the current price target is an average from 4 analysts. New target price is 119% above last closing price of €4.42. Stock is down 26% over the past year. The company is forecast to post earnings per share of €0.33 for next year compared to €0.32 last year.
Buy Or Sell Opportunity • May 05Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to €4.31. The fair value is estimated to be €3.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has declined by 3.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Apr 17Now 20% overvaluedOver the last 90 days, the stock has fallen 16% to €4.41. The fair value is estimated to be €3.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
공시 • Apr 15Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025Franchi Umberto Marmi S.p.A., Annual General Meeting, Apr 29, 2025, at 16:00 W. Europe Standard Time.
공시 • Mar 30Franchi Umberto Marmi S.p.A. announces Annual dividend, payable on June 11, 2025Franchi Umberto Marmi S.p.A. announced Annual dividend of EUR 0.1000 per share payable on June 11, 2025, ex-date on June 09, 2025 and record date on June 10, 2025.
New Risk • Sep 27New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 22% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (15% net profit margin).
Price Target Changed • Jul 25Price target decreased by 9.9% to €10.67Down from €11.83, the current price target is an average from 3 analysts. New target price is 86% above last closing price of €5.75. Stock is down 30% over the past year. The company is forecast to post earnings per share of €0.39 for next year compared to €0.40 last year.
Upcoming Dividend • May 06Upcoming dividend of €0.16 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (5.7%). Lower than average of industry peers (3.4%).
Reported Earnings • Mar 30Full year 2023 earnings released: EPS: €0.40 (vs €0.53 in FY 2022)Full year 2023 results: EPS: €0.40 (down from €0.53 in FY 2022). Revenue: €74.7m (down 1.5% from FY 2022). Net income: €13.0m (down 25% from FY 2022). Profit margin: 17% (down from 23% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 26Estimating The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Key Insights Franchi Umberto Marmi's estimated fair value is €6.14 based on 2 Stage Free Cash Flow to Equity Franchi...
공시 • Jan 23Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl.Franchi Umberto Marmi S.p.A. (BIT:FUM) agreed to acquire 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl for €67 million on December 14, 2020. The value of the transaction is €67 million and provides for the reinvestment of GVM in FUM with an equity investment equal to 9% of the share capital. In particular, Faggioni holds the rights to exploit 50% of two of the most important quarries in the Carrara district located in Miseglia, an area of great value specialized in the extraction of the most sought-after qualities of marble, including Statuario and Calacatta. The board of directors of Franchi Umberto Marmi has approved the completion of the preliminary contract for the purchase of 50% of the shares.Franchi Umberto Marmi S.p.A. (BIT:FUM) acquired 50% stake in Ingegner Giulio Faggioni Carrara Srl from Giulio Vanelli Marmi - La Civiltà del Marmo Srl on January 22, 2024.
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.71 per share.
Major Estimate Revision • Oct 05Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €78.6m to €72.4m. EPS estimate also fell from €0.585 per share to €0.52 per share. Net income forecast to grow 10% next year vs 1.2% decline forecast for Basic Materials industry in Italy. Consensus price target of €11.83 unchanged from last update. Share price fell 9.5% to €7.02 over the past week.
Reported Earnings • Sep 25First half 2023 earnings released: EPS: €0.25 (vs €0.28 in 1H 2022)First half 2023 results: EPS: €0.25 (down from €0.28 in 1H 2022). Revenue: €37.8m (down 9.6% from 1H 2022). Net income: €8.11m (down 13% from 1H 2022). Profit margin: 22% (in line with 1H 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Basic Materials industry in Europe.
Upcoming Dividend • Jun 05Upcoming dividend of €0.29 per share at 3.7% yieldEligible shareholders must have bought the stock before 12 June 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of Italian dividend payers (5.2%). In line with average of industry peers (3.6%).
Reported Earnings • May 03Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: €0.53 (up from €0.32 in FY 2021). Revenue: €75.8m (up 16% from FY 2021). Net income: €17.2m (up 66% from FY 2021). Profit margin: 23% (up from 16% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.0%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Basic Materials industry in Europe.
Board Change • Nov 16Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Jul 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €11.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Jun 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be €11.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
공시 • Jun 16Giulio Vanelli Marmi SRL acquired additional 0.014009% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million.Giulio Vanelli Marmi SRL acquired additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) for €0.04 million on June 14, 2022. Giulio Vanelli Marmi SRL completed the acquisition of additional 0.014% minority stake in Franchi Umberto Marmi S.p.A. (BIT:FUM) on June 14, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 11 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 11 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (9 non-independent directors). Director Paolo Daviddi is the most experienced director on the board, commencing their role in 2020. Independent Director Roberto Lettieri was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Apr 18Upcoming dividend of €0.25 per shareEligible shareholders must have bought the stock before 25 April 2022. Payment date: 27 April 2022. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Italian dividend payers (4.7%). Lower than average of industry peers (4.1%).
분석 기사 • Mar 19We Like The Quality Of Franchi Umberto Marmi's (BIT:FUM) EarningsFranchi Umberto Marmi S.p.A. ( BIT:FUM ) announced a healthy earnings result recently, and the market rewarded it with...
분석 기사 • Mar 15Franchi Umberto Marmi S.p.A. Just Missed Earnings - But Analysts Have Updated Their ModelsShareholders of Franchi Umberto Marmi S.p.A. ( BIT:FUM ) will be pleased this week, given that the stock price is up...
Reported Earnings • Mar 15Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €0.32 (down from €0.34 in FY 2020). Revenue: €65.3m (up 28% from FY 2020). Net income: €10.4m (flat on FY 2020). Profit margin: 16% (down from 20% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 37%. Over the next year, revenue is forecast to grow 10%, compared to a 8.5% growth forecast for the industry in Italy.
Buying Opportunity • Mar 04Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €10.97, 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 year. Earnings per share has declined by 27% over the last year.
Price Target Changed • Jan 31Price target increased to €13.00Up from €12.00, the current price target is an average from 3 analysts. New target price is 24% above last closing price of €10.50. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.51 for next year compared to €0.34 last year.
Upcoming Dividend • May 04Inaugural dividend of €0.24 per shareEligible shareholders must have bought the stock before 10 May 2021. Payment date: 12 May 2021. This is the first dividend for Franchi Umberto Marmi since going public. The average dividend yield among industry peers is 2.7%.
분석 기사 • Apr 30A Look At The Intrinsic Value Of Franchi Umberto Marmi S.p.A. (BIT:FUM)Does the April share price for Franchi Umberto Marmi S.p.A. ( BIT:FUM ) reflect what it's really worth? Today, we will...
Is New 90 Day High Low • Feb 12New 90-day low: €8.20The company is down 1.0% from its price of €8.30 on 13 November 2020. The Italian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.17 per share.
분석 기사 • Jan 10Are Investors Undervaluing Franchi Umberto Marmi S.p.A. (BIT:FUM) By 33%?How far off is Franchi Umberto Marmi S.p.A. ( BIT:FUM ) from its intrinsic value? Using the most recent financial data...