Reply S.p.A.

BIT:REY 주식 리포트

시가총액: €3.7b

Reply 향후 성장

Future 기준 점검 2/6

Reply (는) 각각 연간 7.5% 및 6.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15% 로 예상됩니다.

핵심 정보

7.5%

이익 성장률

7.88%

EPS 성장률

IT 이익 성장10.5%
매출 성장률6.8%
향후 자기자본이익률15.00%
애널리스트 커버리지

Good

마지막 업데이트05 May 2026

최근 향후 성장 업데이트

분석 기사 Nov 16

Reply S.p.A. (BIT:REY) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
분석 기사 Aug 06

Reply S.p.A. (BIT:REY) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

BIT:REY 1 Year Share Price vs Fair Value Explore Reply's Fair Values from the Community and select yours Shareholders...

Recent updates

새 내러티브 Feb 22

The nimble tech network turning innovation into profits

Reply is a European IT consulting and digital transformation group that works as a network of specialised teams that focus on key tech trends like AI, cloud computing, data platforms and cybersecurity. This model makes it feel more like a group of focused experts than a classic consultancy, and that seems to help it stay flexible, innovative and closer to the real needs of clients.
분석 기사 Jan 18

Some Shareholders Feeling Restless Over Reply S.p.A.'s (BIT:REY) P/E Ratio

There wouldn't be many who think Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 15.9x is worth a...
분석 기사 Dec 06

Capital Investment Trends At Reply (BIT:REY) Look Strong

If 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 Nov 16

Reply S.p.A. (BIT:REY) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
분석 기사 Sep 25

Is Now The Time To Put Reply (BIT:REY) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Aug 27

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

If 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 06

Reply S.p.A. (BIT:REY) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

BIT:REY 1 Year Share Price vs Fair Value Explore Reply's Fair Values from the Community and select yours Shareholders...
분석 기사 Aug 03

Is Reply (BIT:REY) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jul 18

Reply S.p.A.'s (BIT:REY) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 23.8x Reply S.p.A. ( BIT:REY ) may be sending bearish signals at the...
분석 기사 Jun 15

When Should You Buy Reply S.p.A. (BIT:REY)?

While Reply S.p.A. ( BIT:REY ) might not have the largest market cap around , it saw significant share price movement...
분석 기사 Apr 21

We Think Reply (BIT:REY) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Apr 08

We Think Reply's (BIT:REY) Robust Earnings Are Conservative

Reply S.p.A.'s ( BIT:REY ) strong earnings report was rewarded with a positive stock price move. Our analysis found...
분석 기사 Mar 06

Reply S.p.A.'s (BIT:REY) Business Is Trailing The Market But Its Shares Aren't

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider Reply...
분석 기사 Feb 16

At €164, Is It Time To Put Reply S.p.A. (BIT:REY) On Your Watch List?

Reply S.p.A. ( BIT:REY ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
분석 기사 Jan 29

Reply (BIT:REY) Might Become A Compounding Machine

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 Dec 24

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Nov 18

Subdued Growth No Barrier To Reply S.p.A.'s (BIT:REY) Price

Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 27.4x might make it look like a strong sell right now...
분석 기사 Nov 03

At €142, Is Reply S.p.A. (BIT:REY) Worth Looking At Closely?

While Reply S.p.A. ( BIT:REY ) might not have the largest market cap around , it saw a double-digit share price rise of...
분석 기사 Oct 19

A Look Into Reply's (BIT:REY) Impressive Returns On Capital

If 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 Sep 18

Is Reply (BIT:REY) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Aug 18

Is Reply S.p.A. (BIT:REY) Worth €134 Based On Its Intrinsic Value?

Key Insights Reply's estimated fair value is €101 based on 2 Stage Free Cash Flow to Equity Reply is estimated to be...
분석 기사 Jul 15

Reply S.p.A.'s (BIT:REY) Share Price Could Signal Some Risk

Reply S.p.A.'s ( BIT:REY ) price-to-earnings (or "P/E") ratio of 28.3x might make it look like a strong sell right now...
분석 기사 Jun 26

Is Reply S.p.A. (BIT:REY) Potentially Undervalued?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw a decent share price growth of 16% on the BIT over...
분석 기사 Jun 08

Reply (BIT:REY) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Apr 16

What Reply S.p.A.'s (BIT:REY) P/E Is Not Telling You

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider Reply...
분석 기사 Mar 16

Reply S.p.A. (BIT:REY) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a good week for Reply S.p.A. ( BIT:REY ) shareholders, because the company has just released its latest...
분석 기사 Mar 06

Reply S.p.A.'s (BIT:REY) Intrinsic Value Is Potentially 24% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Reply fair value estimate is €92.79 Reply is estimated to be...
분석 기사 Feb 12

Investors Shouldn't Overlook The Favourable Returns On Capital At Reply (BIT:REY)

Finding 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 Jan 15

Risks To Shareholder Returns Are Elevated At These Prices For Reply S.p.A. (BIT:REY)

With a price-to-earnings (or "P/E") ratio of 23.4x Reply S.p.A. ( BIT:REY ) may be sending very bearish signals at the...
분석 기사 Dec 25

Why Reply S.p.A. (BIT:REY) Could Be Worth Watching

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw a significant share price rise of 45% in the past...
분석 기사 Dec 10

Is Reply (BIT:REY) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Nov 11

Reply (BIT:REY) Is Aiming To Keep Up Its Impressive Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 Sep 22

Are Reply S.p.A. (BIT:REY) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Reply fair value estimate is €66.92 Reply is estimated to be...
분석 기사 Sep 03

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Aug 13

Is Now An Opportune Moment To Examine Reply S.p.A. (BIT:REY)?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it saw significant share price movement during recent...
분석 기사 Jul 26

Reply (BIT:REY) Knows How To Allocate Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
분석 기사 Jun 02

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 May 04

Reply's (BIT:REY) Dividend Will Be Increased To €1.00

Reply S.p.A. ( BIT:REY ) will increase its dividend from last year's comparable payment on the 24th of May to €1.00...
분석 기사 Apr 20

Reply's (BIT:REY) Upcoming Dividend Will Be Larger Than Last Year's

Reply S.p.A.'s ( BIT:REY ) dividend will be increasing from last year's payment of the same period to €1.00 on 24th of...
분석 기사 Apr 18

Is Reply S.p.A. (BIT:REY) Potentially Undervalued?

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Mar 25

Reply's (BIT:REY) Dividend Will Be Increased To €1.00

Reply S.p.A. ( BIT:REY ) will increase its dividend from last year's comparable payment on the 24th of May to €1.00...
분석 기사 Jan 06

Why Reply S.p.A. (BIT:REY) Could Be Worth Watching

Reply S.p.A. ( BIT:REY ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Dec 19

Reply (BIT:REY) Knows How To Allocate Capital

Finding 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 Nov 18

These 4 Measures Indicate That Reply (BIT:REY) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

이익 및 매출 성장 예측

BIT:REY - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,01631329535410
12/31/20272,82729527232812
12/31/20262,64527325629612
12/31/20252,450251280326N/A
9/30/20252,451263N/AN/AN/A
6/30/20252,406244316364N/A
3/31/20252,350225N/AN/AN/A
12/31/20242,296211296353N/A
9/30/20242,264232N/AN/AN/A
6/30/20242,219219221257N/A
3/31/20242,173221N/AN/AN/A
12/31/20232,142187221250N/A
9/30/20232,055228N/AN/AN/A
6/30/20232,054229172213N/A
3/31/20231,986192158199N/A
12/31/20221,911191143185N/A
9/30/20221,794173155199N/A
6/30/20221,678155168212N/A
3/31/20221,590153169210N/A
12/31/20211,501151170208N/A
9/30/20211,435146194221N/A
6/30/20211,368141217235N/A
3/31/20211,312125N/AN/AN/A
12/31/20201,270124213229N/A
9/30/20201,258121194210N/A
6/30/20201,247118175191N/A
3/31/20201,239114N/AN/AN/A
12/31/20191,206114186203N/A
9/30/20191,166109N/A170N/A
6/30/20191,127103N/A136N/A
3/31/20191,083111N/AN/AN/A
12/31/20181,051100N/A120N/A
9/30/20181,00594N/A112N/A
6/30/201896089N/A104N/A
3/31/201893183N/A89N/A
12/31/201790278N/A73N/A
9/30/201787975N/A75N/A
6/30/201785573N/A78N/A
3/31/201782870N/A79N/A
12/31/201680068N/A79N/A
9/30/201678163N/A66N/A
6/30/201676259N/A52N/A
3/31/201674258N/A48N/A
12/31/201572157N/A44N/A
9/30/201570355N/A46N/A
6/30/201568454N/A47N/A

애널리스트 향후 성장 전망

수입 대 저축률: REY 의 연간 예상 수익 증가율(7.5%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: REY 의 연간 수익(7.5%)이 Italian 시장(10.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: REY 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: REY 의 수익(연간 6.8%)이 Italian 시장(연간 5.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: REY 의 수익(연간 6.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: REY의 자본 수익률은 3년 후 15%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 14:09
종가2026/05/07 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
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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.

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

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산업 및 섹터 지표

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

분석가 소스

Reply S.p.A.는 22명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrea TodeschiniBanca Akros S.p.A. (ESN)
Giorgia ArianoBanca Akros S.p.A. (ESN)
Andrea TodeschiniBanca Akros S.p.A. (ESN)