ERG S.p.A.

BIT:ERG 주식 리포트

시가총액: €3.3b

ERG 향후 성장

Future 기준 점검 2/6

ERG (는) 각각 연간 15.6% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.3% 로 예상됩니다.

핵심 정보

15.6%

이익 성장률

16.12%

EPS 성장률

Renewable Energy 이익 성장7.6%
매출 성장률4.5%
향후 자기자본이익률8.33%
애널리스트 커버리지

Good

마지막 업데이트05 Jun 2026

최근 향후 성장 업데이트

분석 기사 Aug 06

ERG S.p.A. Recorded A 5.5% Miss On Revenue: Analysts Are Revisiting Their Models

As you might know, ERG S.p.A. ( BIT:ERG ) recently reported its second-quarter numbers. Results look mixed - while...
분석 기사 May 18

The ERG S.p.A. (BIT:ERG) First-Quarter Results Are Out And Analysts Have Published New Forecasts

The quarterly results for ERG S.p.A. ( BIT:ERG ) were released last week, making it a good time to revisit its...
분석 기사 Mar 15

ERG S.p.A. Just Missed EPS By 5.5%: Here's What Analysts Think Will Happen Next

The analysts might have been a bit too bullish on ERG S.p.A. ( BIT:ERG ), given that the company fell short of...

Recent updates

내러티브 업데이트 Jun 16

ERG: Trimmed Fair Value And Higher P/E Will Guide Balanced Stock Outlook

Analysts have trimmed their fair value estimate for ERG stock from €23.90 to €23.29, citing updated assumptions for growth, profitability, and a slightly lower discount rate. These changes together point to a higher future P/E multiple of 22.37x versus 19.22x previously.
내러티브 업데이트 Jun 02

ERG: Lower Discount Rate Will Support A Higher Future Earnings Multiple

Analysts have trimmed their price target for ERG from about €28.84 to €27.80, reflecting updated assumptions for growth, profitability, and a slightly higher future P/E multiple. What's in the News No recent company specific news, periodical coverage, or key developments for ERG were provided in the available sources.
분석 기사 May 28

ERG's (BIT:ERG) Soft Earnings Don't Show The Whole Picture

Soft earnings didn't appear to concern ERG S.p.A.'s ( BIT:ERG ) shareholders over the last week. We think that the...
분석 기사 Feb 12

ERG (BIT:ERG) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Feb 06

ERG: Lower Discount Rate And Higher Margins Will Shape Fair Near-Term Outlook

Analysts have lifted their fair value estimate for ERG from $23.43 to $23.90, citing updated assumptions for discount rates, profit margins and future P/E that they see as better reflecting the company’s risk profile and earnings power. What's in the News Board meeting scheduled for March 11, 2026 to review and approve ERG S.p.A.'s consolidated financial statements and draft financial statements as of December 31, 2025 (Key Developments).
내러티브 업데이트 Jan 23

ERG: Slight P/E Adjustment Will Sustain Concern Over Stretchy Share Pricing

Analysts have trimmed their price target on ERG by a modest amount, citing slightly higher discount rate and revenue growth assumptions alongside a small adjustment to future P/E expectations. Together, these changes fine tune their valuation rather than signal a major shift in view.
내러티브 업데이트 Jan 09

ERG: Lower Margin Outlook Will Pressure Returns Despite Reduced Discount Rate

Analysts have kept their ERG fair value target steady at $20.00, with the latest adjustment reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E, rather than a shift in their overall price view. What's in the News Board meeting scheduled for March 11, 2026, to review and approve ERG S.p.A.'s consolidated financial statements and draft financial statements as of December 31, 2025 (Key Developments).
분석 기사 Dec 30

ERG (BIT:ERG) Has A Somewhat Strained Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Dec 15

ERG: Discount Rate Shift And Modest Margin Pressure Will Shape Outlook

Analysts have raised their price target on ERG by 0.50 to 20.00, citing slightly stronger expected revenue growth and a modestly lower discount rate, which more than offset a small reduction in projected profit margins. Valuation Changes Fair Value: Raised slightly from €19.50 to €20.00 per share, reflecting a modest uplift in intrinsic valuation.
내러티브 업데이트 Nov 30

ERG: Lower Discount Rate And Higher P/E Will Shape Near-Term Performance

Analysts have raised their fair value estimate for ERG by $0.60 to $23.43. This change reflects adjustments in discount rates and expectations for future growth and profitability.
분석 기사 Nov 26

Some May Be Optimistic About ERG's (BIT:ERG) Earnings

Shareholders appeared unconcerned with ERG S.p.A.'s ( BIT:ERG ) lackluster earnings report last week. We think that the...
분석 기사 Nov 24

Is ERG S.p.A. (BIT:ERG) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Using the 2 Stage Free Cash Flow to Equity, ERG fair value estimate is €16.00 ERG is estimated to be 35...
내러티브 업데이트 Nov 16

ERG: Shifts In Discount Rate And P/E Ratio Will Influence Future Stability

Analysts have raised their price target for ERG from $22.58 to $22.83, citing small shifts in the discount rate and projected future price-to-earnings ratios as supporting factors for the update. Valuation Changes Fair Value has increased slightly from €22.58 to €22.83.
분석 기사 Oct 31

Slowing Rates Of Return At ERG (BIT:ERG) Leave Little Room For Excitement

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
분석 기사 Sep 17

ERG (BIT:ERG) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 Aug 06

ERG S.p.A. Recorded A 5.5% Miss On Revenue: Analysts Are Revisiting Their Models

As you might know, ERG S.p.A. ( BIT:ERG ) recently reported its second-quarter numbers. Results look mixed - while...
분석 기사 Jul 07

Estimating The Fair Value Of ERG S.p.A. (BIT:ERG)

Key Insights The projected fair value for ERG is €17.65 based on 2 Stage Free Cash Flow to Equity ERG's €18.98 share...
분석 기사 Jun 16

We Think ERG (BIT:ERG) Is Taking Some Risk With Its 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 May 18

The ERG S.p.A. (BIT:ERG) First-Quarter Results Are Out And Analysts Have Published New Forecasts

The quarterly results for ERG S.p.A. ( BIT:ERG ) were released last week, making it a good time to revisit its...
분석 기사 May 08

Returns On Capital At ERG (BIT:ERG) Have Hit The Brakes

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
분석 기사 Mar 15

ERG S.p.A. Just Missed EPS By 5.5%: Here's What Analysts Think Will Happen Next

The analysts might have been a bit too bullish on ERG S.p.A. ( BIT:ERG ), given that the company fell short of...
분석 기사 Mar 03

Estimating The Fair Value Of ERG S.p.A. (BIT:ERG)

Key Insights ERG's estimated fair value is €19.59 based on 2 Stage Free Cash Flow to Equity With €18.27 share price...
분석 기사 Feb 13

ERG (BIT:ERG) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jan 25

Pinning Down ERG S.p.A.'s (BIT:ERG) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 14x in Italy, you could be forgiven for feeling...
분석 기사 Jan 07

Returns At ERG (BIT:ERG) Are On The Way Up

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
User avatar
새로운 내러티브 Dec 31

Global Expansion And Tactical PPAs With Tier 1 Corporates Will Drive Revenue Growth And Boost Earnings

Strategic investments and new assets aim to bolster future revenue through expanded capacity and repowering efforts.
분석 기사 Nov 22

Shareholders Can Be Confident That ERG's (BIT:ERG) Earnings Are High Quality

Even though ERG S.p.A.'s ( BIT:ERG ) recent earnings release was robust, the market didn't seem to notice. We think...
분석 기사 Nov 02

Does ERG (BIT:ERG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Oct 10

Getting In Cheap On ERG S.p.A. (BIT:ERG) Is Unlikely

With a median price-to-earnings (or "P/E") ratio of close to 14x in Italy, you could be forgiven for feeling...
분석 기사 Jul 27

Returns At ERG (BIT:ERG) Are On The Way Up

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 Jul 02

Is ERG (BIT:ERG) 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 Apr 26

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

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider ERG...
분석 기사 Apr 04

ERG's (BIT:ERG) Solid Earnings Are Supported By Other Strong Factors

ERG S.p.A. ( BIT:ERG ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that...
분석 기사 Mar 15

ERG (BIT:ERG) 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 Feb 22

Investors Met With Slowing Returns on Capital At ERG (BIT:ERG)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Jan 05

Investors Still Waiting For A Pull Back In ERG S.p.A. (BIT:ERG)

With a price-to-earnings (or "P/E") ratio of 34.2x ERG S.p.A. ( BIT:ERG ) may be sending very bearish signals at the...
분석 기사 Nov 03

ERG (BIT:ERG) Has Some Way To Go To Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
분석 기사 Sep 18

Is ERG (BIT:ERG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jul 07

There's Been No Shortage Of Growth Recently For ERG's (BIT:ERG) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 May 24

These 4 Measures Indicate That ERG (BIT:ERG) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Apr 05

ERG (BIT:ERG) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
분석 기사 Feb 23

Is ERG (BIT:ERG) 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 Nov 22

Does ERG (BIT:ERG) 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...
분석 기사 Aug 16

Is ERG (BIT:ERG) 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 19

Do ERG's (BIT:ERG) 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 May 18

Upgrade: Analysts Just Made A Sizeable Increase To Their ERG S.p.A. (BIT:ERG) Forecasts

ERG S.p.A. ( BIT:ERG ) shareholders will have a reason to smile today, with the analysts making substantial upgrades to...

이익 및 매출 성장 예측

BIT:ERG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20288851821194676
12/31/20278481731254587
12/31/20268251701764138
3/31/2026776104275480N/A
12/31/202574492232404N/A
9/30/2025754167563460N/A
6/30/2025734136283463N/A
3/31/2025721158235431N/A
12/31/2024733189250484N/A
9/30/2024762196400830N/A
6/30/2024757228304604N/A
3/31/2024746213445754N/A
12/31/2023741214577883N/A
9/30/2023693119147438N/A
6/30/2023714129314636N/A
3/31/202371885288614N/A
12/31/202271485350662N/A
9/30/20221,223277-757155N/A
6/30/202271162258493N/A
3/31/20221,121223-297-20N/A
12/31/202160184-50177N/A
9/30/2021667151128343N/A
6/30/2021624130184366N/A
3/31/2021981120320448N/A
12/31/2020862108299411N/A
9/30/202097536365461N/A
6/30/202098534477561N/A
3/31/20201,00231516588N/A
12/31/20191,02432N/A541N/A
9/30/20191,01787N/A432N/A
6/30/20191,03796N/A348N/A
3/31/20191,042102N/A268N/A
12/31/20181,030104N/A287N/A
9/30/20181,075111N/A302N/A
6/30/20181,048110N/A329N/A
3/31/20181,044109N/A384N/A
12/31/20171,058107N/A400N/A
9/30/20171,03393N/A495N/A
6/30/20171,03697N/A502N/A
3/31/20171,037104N/A461N/A
12/31/20161,03697N/A382N/A
9/30/201699547N/A380N/A
6/30/201697723N/A230N/A
3/31/201695831N/A131N/A
12/31/201592921N/A189N/A
9/30/20154,723-28N/A91N/A
6/30/201598217N/A216N/A

애널리스트 향후 성장 전망

수입 대 저축률: ERG 의 연간 예상 수익 증가율(15.6%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: ERG 의 연간 수익(15.6%)이 Italian 시장(11.2%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: ERG 의 수익(연간 4.5%)이 Italian 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ERG 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: ERG의 자본 수익률은 3년 후 8.3%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/19 04:28
종가2026/06/19 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

ERG S.p.A.는 20명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Francesco SalaBanca Akros S.p.A. (ESN)
Tommaso MarabiniBanca Akros S.p.A. (ESN)
Naisheng CuiBarclays