View ValuationStröer SE KGaA 향후 성장Future 기준 점검 3/6Ströer SE KGaA (는) 각각 연간 18.6% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36.6% 로 예상됩니다.핵심 정보18.6%이익 성장률16.74%EPS 성장률Media 이익 성장8.6%매출 성장률5.0%향후 자기자본이익률36.59%애널리스트 커버리지Good마지막 업데이트29 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jun 04Now 41% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €26.70. The fair value is estimated to be €45.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.7% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €36.52, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Media industry in Italy. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €57.75 per share.Declared Dividend • May 20Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.4%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 13First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €495.6m (up 4.2% from 1Q 2025). Net income: €7.25m (down 15% from 1Q 2025). Profit margin: 1.5% (down from 1.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Media industry in Italy.Declared Dividend • Apr 28Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.1%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Declared Dividend • Apr 26Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.0%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Apr 25Ströer SE & Co. KGaA announces Annual dividend, payable on June 08, 2026Ströer SE & Co. KGaA announced Annual dividend of EUR 1.8500 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.08b (up 1.4% from FY 2024). Net income: €140.0m (up 7.0% from FY 2024). Profit margin: 6.7% (up from 6.4% in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Media industry in Italy.공시 • Jan 22+ 1 more updateStröer Se & Co. KGaA Announces Co-CEO Christian Schmalzl Will Not Be Available for Extension of His Term of Office When His Term Expires in 2028Ströer SE & Co. KGaA announced that Christian Schmalzl, Co-CEO of the general partner of Ströer SE & Co. KGaA, informed Supervisory Board Chairman Christoph Vilanek and his Co-CEO Udo Müller on January 20, 2026, that he will not be available for reappointment when his term expires in summer 2028 for personal reasons related to his life plans. The Chairman of the Supervisory Board and the general partner have decided to initiate a search and selection process for a new member of the Management Board.New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (232% net debt to equity). Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).공시 • Nov 27+ 4 more updatesStröer SE & Co. KGaA to Report Q3, 2026 Results on Nov 12, 2026Ströer SE & Co. KGaA announced that they will report Q3, 2026 results on Nov 12, 2026Reported Earnings • Nov 12Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €491.5m (flat on 3Q 2024). Net income: €24.6m (down 29% from 3Q 2024). Profit margin: 5.0% (down from 7.0% in 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Media industry in Italy.공시 • Apr 25Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025, at 10:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €45.65, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Media industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €75.28 per share.Reported Earnings • Mar 26Full year 2024 earnings released: EPS: €2.34 (vs €1.67 in FY 2023)Full year 2024 results: EPS: €2.34 (up from €1.67 in FY 2023). Revenue: €2.05b (up 6.9% from FY 2023). Net income: €130.8m (up 41% from FY 2023). Profit margin: 6.4% (up from 4.8% in FY 2023). 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 1.3% growth forecast for the Media industry in Italy.이익 및 매출 성장 예측BIT:1SAX - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,370210210397712/31/20272,2501832044121012/31/20262,162154158332103/31/20262,095124341436N/A12/31/20252,075126316411N/A9/30/20252,058124311412N/A6/30/20252,062134343438N/A3/31/20252,069138356450N/A12/31/20242,047131359454N/A9/30/20242,027115367462N/A6/30/20242,015108315424N/A3/31/20241,95894273393N/A12/31/20231,91493270401N/A9/30/20231,874105259403N/A6/30/20231,827114241401N/A3/31/20231,797132272432N/A12/31/20221,772143247411N/A9/30/20221,773169279439N/A6/30/20221,751170322456N/A3/31/20221,700145306431N/A12/31/20211,627122320426N/A9/30/20211,55590295383N/A6/30/20211,49666274360N/A3/31/20211,3865252338N/A12/31/20201,44235283380N/A9/30/20201,45523309386N/A6/30/20201,48027327413N/A3/31/20201,609103337428N/A12/31/20191,59197N/A446N/A9/30/20191,518111N/A472N/A6/30/20191,525113N/A441N/A3/31/20191,529106N/A436N/A12/31/20181,508106N/A426N/A9/30/20181,525109N/A358N/A6/30/20181,442105N/A331N/A3/31/20181,331116N/A322N/A12/31/20171,283113N/A252N/A9/30/20171,22886N/A240N/A6/30/20171,18879N/A233N/A3/31/20171,17869N/A215N/A12/31/20161,12366N/A236N/A9/30/20161,03670N/A228N/A6/30/201696367N/A235N/A3/31/201688865N/A217N/A12/31/201582458N/A190N/A9/30/201576542N/A139N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1SAX 의 연간 예상 수익 증가율(18.6%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1SAX 의 연간 수익(18.6%)이 Italian 시장(11%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1SAX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1SAX 의 수익(연간 5%)이 Italian 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 1SAX 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1SAX의 자본 수익률은 3년 후 36.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/06 09:00종가2026/07/03 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ströer SE & Co. KGaA는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관JULIEN ROCHBarclaysDavide AmorimBerenbergAnna PatriceBerenberg18명의 분석가 더 보기
Buy Or Sell Opportunity • Jun 04Now 41% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €26.70. The fair value is estimated to be €45.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.7% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €36.52, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Media industry in Italy. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €57.75 per share.
Declared Dividend • May 20Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.4%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (38% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 13First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €495.6m (up 4.2% from 1Q 2025). Net income: €7.25m (down 15% from 1Q 2025). Profit margin: 1.5% (down from 1.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Media industry in Italy.
Declared Dividend • Apr 28Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.1%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Declared Dividend • Apr 26Dividend reduced to €1.85Dividend of €1.85 is 20% lower than last year. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 5.0%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 7.0% to bring the payout ratio under control. EPS is expected to grow by 63% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Apr 25Ströer SE & Co. KGaA announces Annual dividend, payable on June 08, 2026Ströer SE & Co. KGaA announced Annual dividend of EUR 1.8500 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Revenue: €2.08b (up 1.4% from FY 2024). Net income: €140.0m (up 7.0% from FY 2024). Profit margin: 6.7% (up from 6.4% in FY 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Media industry in Italy.
공시 • Jan 22+ 1 more updateStröer Se & Co. KGaA Announces Co-CEO Christian Schmalzl Will Not Be Available for Extension of His Term of Office When His Term Expires in 2028Ströer SE & Co. KGaA announced that Christian Schmalzl, Co-CEO of the general partner of Ströer SE & Co. KGaA, informed Supervisory Board Chairman Christoph Vilanek and his Co-CEO Udo Müller on January 20, 2026, that he will not be available for reappointment when his term expires in summer 2028 for personal reasons related to his life plans. The Chairman of the Supervisory Board and the general partner have decided to initiate a search and selection process for a new member of the Management Board.
New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (232% net debt to equity). Dividend is not well covered by earnings (96% payout ratio). Share price has been volatile over the past 3 months (5.7% average weekly change).
공시 • Nov 27+ 4 more updatesStröer SE & Co. KGaA to Report Q3, 2026 Results on Nov 12, 2026Ströer SE & Co. KGaA announced that they will report Q3, 2026 results on Nov 12, 2026
Reported Earnings • Nov 12Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €491.5m (flat on 3Q 2024). Net income: €24.6m (down 29% from 3Q 2024). Profit margin: 5.0% (down from 7.0% in 3Q 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Media industry in Italy.
공시 • Apr 25Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025Ströer SE & Co. KGaA, Annual General Meeting, Jun 04, 2025, at 10:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €45.65, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 8x in the Media industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €75.28 per share.
Reported Earnings • Mar 26Full year 2024 earnings released: EPS: €2.34 (vs €1.67 in FY 2023)Full year 2024 results: EPS: €2.34 (up from €1.67 in FY 2023). Revenue: €2.05b (up 6.9% from FY 2023). Net income: €130.8m (up 41% from FY 2023). Profit margin: 6.4% (up from 4.8% in FY 2023). 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 1.3% growth forecast for the Media industry in Italy.