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Signify N.V.ENXTAM:LIGHT 주식 보고서

시가총액 €2.4b
주가
€20.26
€26
22.1% 저평가 내재 할인율
1Y-5.1%
7D-2.7%
1D
포트폴리오 가치
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Signify N.V.

ENXTAM:LIGHT 주식 리포트

시가총액: €2.4b

LIGHT Community Fair Values

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See what 71 others think this stock is worth. Follow their fair value or set your own to get alerts.

Signify N.V. 경쟁사

가격 이력 및 성과

Signify 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€20.26
52주 최고가€23.84
52주 최저가€17.01
베타0.91
1개월 변동5.19%
3개월 변동-0.099%
1년 변동-5.15%
3년 변동-18.31%
5년 변동-59.93%
IPO 이후 변동-7.91%

최근 뉴스 및 업데이트

내러티브 업데이트 May 19

LIGHT: Softer Revenue Outlook And Execution Risks Will Limit Future Upside

Analysts have trimmed their price target on Signify by €1.00 to €13.70, citing slightly higher required returns, a softer long term revenue outlook, and only modestly firmer margin and P/E assumptions, alongside increasingly bearish recent research commentary on the stock. Analyst Commentary Recent Street research has taken a more cautious stance on Signify, with bearish analysts highlighting concerns around the balance between valuation, execution, and future growth expectations.
내러티브 업데이트 May 03

LIGHT: Dividend And Cash Discipline Will Support Recovery After Recent Downgrades

The analyst price target for Signify has been reduced by €4, as several firms adopt a more cautious stance, driven by concerns reflected in recent downgrades and target cuts from multiple houses including Citi and Morgan Stanley, along with bearish initiations and rating changes from other analysts. Analyst Commentary Recent research has been skewed toward cautious or bearish views, with several firms cutting price targets or downgrading Signify.

Recent updates

내러티브 업데이트 May 19

LIGHT: Softer Revenue Outlook And Execution Risks Will Limit Future Upside

Analysts have trimmed their price target on Signify by €1.00 to €13.70, citing slightly higher required returns, a softer long term revenue outlook, and only modestly firmer margin and P/E assumptions, alongside increasingly bearish recent research commentary on the stock. Analyst Commentary Recent Street research has taken a more cautious stance on Signify, with bearish analysts highlighting concerns around the balance between valuation, execution, and future growth expectations.
내러티브 업데이트 May 03

LIGHT: Dividend And Cash Discipline Will Support Recovery After Recent Downgrades

The analyst price target for Signify has been reduced by €4, as several firms adopt a more cautious stance, driven by concerns reflected in recent downgrades and target cuts from multiple houses including Citi and Morgan Stanley, along with bearish initiations and rating changes from other analysts. Analyst Commentary Recent research has been skewed toward cautious or bearish views, with several firms cutting price targets or downgrading Signify.
내러티브 업데이트 Apr 18

LIGHT: Dividend Stability And Cash Generation Will Support Post Downgrade Re Rating

Analysts have trimmed their average 12 month price targets for Signify by a few euros to around €26, reflecting recent rating downgrades and a slightly more cautious view on growth, margins and future P/E multiples. Analyst Commentary Recent Street research on Signify points to a more cautious tone overall, but there are still elements that constructive investors will focus on.
내러티브 업데이트 Apr 04

LIGHT: Higher Discount Rate And Softer Outlook Will Reshape Margins Yet Support Rebound

Analysts have trimmed their fair value estimate for Signify to about €20.26 from roughly €23.81, citing softer revenue and margin expectations, along with a slightly higher assumed discount rate that has also led to several recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research has turned more cautious on Signify, with several houses cutting price targets and at least two downgrades, including one from JPMorgan.
내러티브 업데이트 Mar 21

LIGHT: Dividend And Cash Generation Will Support Re Rating After Downgrades

Analysts have reduced their average price target on Signify by a few euros, reflecting recent downgrades and slightly more cautious assumptions around growth and risk, while expectations for fair value and long term profitability remain broadly unchanged. Analyst Commentary Recent research has featured several downgrades and lower price targets, but the way analysts talk about Signify still includes a clear list of positives that readers should keep in mind when weighing the stock.
내러티브 업데이트 Mar 07

LIGHT: Lower Margins And Execution Risks Will Constrain Future Upside Potential

Analysts have trimmed their fair value estimate for Signify from about €16.70 to around €14.70, reflecting lower price targets and more cautious assumptions on growth, margins and future P/E multiples in recent research updates from several banks. Analyst Commentary Recent research on Signify has taken a more cautious tone, with several bearish analysts adjusting their views after reassessing growth assumptions, margin resilience and the level of P/E multiples they are comfortable applying to the shares.
내러티브 업데이트 Feb 21

LIGHT: Execution And Dividend Will Support Re Rating After Recent Downgrades

Analysts have trimmed their average price target on Signify by a few euros, with recent cuts from Citi and Morgan Stanley, and downgrades from Berenberg and JPMorgan, pointing to a slightly more cautious view on the shares. Analyst Commentary Recent research has leaned more cautious on Signify, with several firms reducing price targets and issuing downgrades, including a cut from JPMorgan.
내러티브 업데이트 Feb 07

LIGHT: Reset Expectations And Dividend Will Support Shares Over Time

Analysts have reduced their fair value estimate for Signify from €30.00 to €26.00, reflecting more cautious assumptions on revenue growth, profit margins, discount rate and future P/E following a recent round of price target cuts and downgrades from several banks. Analyst Commentary Recent Street research has focused on recalibrating expectations for Signify, with several banks adjusting price targets and ratings.
분석 기사 Feb 04

Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.57

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
분석 기사 Jan 29

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
내러티브 업데이트 Jan 23

LIGHT: Higher Discount Rate Will Tighten Upside In Execution Risk Scenario

Narrative Update The updated analyst price target for Signify moves lower to about €16.70 from €17.20. This reflects analysts' recent reductions in fair value assumptions that are consistent with Street price target cuts to €29 and €22, and with updated views on discount rate, revenue trends, profit margins and future P/E.
분석 기사 Jan 13

Signify N.V. (AMS:LIGHT) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Signify's estimated fair value is €41.47 based on 2 Stage Free Cash Flow to Equity Signify's €21.28 share...
내러티브 업데이트 Jan 09

LIGHT: Cost Discipline And Margins Will Support Rebound Despite Softer Demand

Narrative update Analysts have trimmed Signify's fair value estimate slightly to about €23.81. This reflects recent reductions in published price targets to €29 and €22 and updated views on revenue growth, margins and future P/E assumptions.
분석 기사 Dec 30

Improved Earnings Required Before Signify N.V. (AMS:LIGHT) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 8x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
내러티브 업데이트 Dec 26

LIGHT: Energy Efficient Lighting Demand Will Drive Shares Higher Over Time

Analysts have modestly reduced our fair value estimate for Signify to EUR 30 from EUR 33, reflecting a higher perceived risk profile and lower target multiples, despite slightly improved revenue growth expectations. Analyst Commentary Bullish analysts continue to view Signify as undervalued relative to its medium term earnings potential, even as near term uncertainties prompt incremental target reductions.
분석 기사 Dec 15

Is Signify (AMS:LIGHT) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Dec 12

LIGHT: Cost Discipline And Margin Resilience Will Support Earnings Recovery Ahead

Analysts have nudged down their price target on Signify to about EUR 24 from roughly EUR 24.20, citing slightly softer revenue growth expectations, offset by stable margins and a modestly lower future P E multiple. Analyst Commentary Recent revisions to price targets for Signify highlight a mixed but generally constructive view on the company, with upside potential balanced by execution and growth concerns.
내러티브 업데이트 Nov 27

LIGHT: Cost Control And Efficiency Improvements Will Drive Earnings Recovery Ahead

Analysts have modestly reduced their price targets for Signify, with expectations now ranging from EUR 22 to EUR 29. This reflects concerns over revenue growth prospects and a slight decline in the discount rate used for valuation.
내러티브 업데이트 Nov 13

LIGHT: Efficiency Efforts Are Expected To Drive Margins And Long-Term Upside

Analysts have lowered their price targets for Signify, with updated targets ranging from EUR 22 to EUR 29. This reflects cautious outlooks due to ongoing market and margin pressures.
내러티브 업데이트 Oct 30

LIGHT: Improved Margins Will Underpin Shareholder Returns Amid Market Challenges

Analysts have reduced their price target for Signify by approximately €0.85. They cite modestly lower growth expectations but note that improved profit margins support the company's valuation.
분석 기사 Oct 01

Is There Now An Opportunity In Signify N.V. (AMS:LIGHT)?

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it saw a double-digit share price rise of over...
분석 기사 Sep 16

Little Excitement Around Signify N.V.'s (AMS:LIGHT) Earnings

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 17x, you may...
분석 기사 Aug 16

We Think Signify (AMS:LIGHT) Can Stay On Top Of Its Debt

ENXTAM:LIGHT 1 Year Share Price vs Fair Value Explore Signify's Fair Values from the Community and select yours Warren...
분석 기사 Jul 16

Signify (AMS:LIGHT) 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. One common approach is to try and...
분석 기사 Jul 01

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it led the ENXTAM gainers with a...
분석 기사 Jun 16

Insufficient Growth At Signify N.V. (AMS:LIGHT) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7.9x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
분석 기사 May 17

Is Signify (AMS:LIGHT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Apr 29

Signify N.V. Just Beat EPS By 114%: Here's What Analysts Think Will Happen Next

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 7.1% to close at €19.64 following the...
분석 기사 Apr 07

Returns On Capital At Signify (AMS:LIGHT) Have Hit The Brakes

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Mar 05

We Think Signify's (AMS:LIGHT) Solid Earnings Are Understated

The stock was sluggish on the back of Signify N.V.'s ( AMS:LIGHT ) recent earnings report. We have done some analysis...
User avatar
새로운 내러티브 Feb 17

Climate Transition Plan And F1 Partnership Will Drive Future Success In Sustainable Lighting

New organizational structure and cost reduction measures are expected to positively impact revenue and net margins.
분석 기사 Feb 17

Should You Think About Buying Signify N.V. (AMS:LIGHT) Now?

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
분석 기사 Jan 29

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 2.8% to...
분석 기사 Dec 22

Not Many Are Piling Into Signify N.V. (AMS:LIGHT) Just Yet

With a price-to-earnings (or "P/E") ratio of 9.8x Signify N.V. ( AMS:LIGHT ) may be sending bullish signals at the...
분석 기사 Dec 04

Signify (AMS:LIGHT) Has A Pretty 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 Nov 16

Why Signify N.V. (AMS:LIGHT) Could Be Worth Watching

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 Oct 28

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 9.6% to close at €24.18 following the...
분석 기사 Aug 05

Signify's (AMS:LIGHT) Conservative Accounting Might Explain Soft Earnings

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...
분석 기사 Jun 03

Investors Continue Waiting On Sidelines For Signify N.V. (AMS:LIGHT)

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...
분석 기사 May 09

Signify's (AMS:LIGHT) Dividend Will Be Increased To €1.55

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
분석 기사 May 08

We Discuss Why Signify N.V.'s (AMS:LIGHT) CEO Compensation May Be Closely Reviewed

Key Insights Signify to hold its Annual General Meeting on 14th of May CEO Eric H. Rondolat's total compensation...
분석 기사 May 01

Signify N.V. (AMS:LIGHT) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to...
분석 기사 Apr 25

Signify's (AMS:LIGHT) Upcoming Dividend Will Be Larger Than Last Year's

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
분석 기사 Apr 04

Signify (AMS:LIGHT) Is Increasing Its Dividend To €1.55

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
분석 기사 Mar 22

Does Signify (AMS:LIGHT) 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 Feb 22

At €25.09, Is It Time To Put Signify N.V. (AMS:LIGHT) On Your Watch List?

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it saw significant share price movement...
분석 기사 Feb 04

Investors Can Find Comfort In Signify's (AMS:LIGHT) Earnings Quality

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...

주주 수익률

LIGHTNL ElectricalNL 시장
7D-2.7%-1.9%0.5%
1Y-5.1%63.3%28.4%

수익률 대 산업: LIGHT은 지난 1년 동안 63.3%의 수익을 기록한 Dutch Electrical 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LIGHT은 지난 1년 동안 28.4%를 기록한 Dutch 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is LIGHT's price volatile compared to industry and market?
LIGHT volatility
LIGHT Average Weekly Movement4.9%
Electrical Industry Average Movement6.9%
Market Average Movement4.7%
10% most volatile stocks in NL Market7.7%
10% least volatile stocks in NL Market2.8%

안정적인 주가: LIGHT는 지난 3개월 동안 Dutch 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: LIGHT의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
189126,008As Tempelmanwww.signify.com

시그니파이 N.V.는 유럽, 미주 및 전 세계에 조명 제품, 시스템 및 서비스를 제공합니다. 이 회사는 디지털 솔루션, 디지털 제품 및 기존 제품 부문을 통해 운영됩니다. 시그니파이의 LED, 시스템 및 서비스는 사무실, 상업용 건물, 상점, 접객업, 산업, 농업 및 실외 환경을 포함한 다양한 시장 부문에 사용됩니다.

Signify N.V. 기초 지표 요약

Signify의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LIGHT 기초 통계
시가총액€2.41b
순이익 (TTM)€193.00m
매출 (TTM)€5.59b
12.5x
주가수익비율(P/E)
0.4x
주가매출비율(P/S)

LIGHT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LIGHT 손익계산서 (TTM)
매출€5.59b
매출원가€3.35b
총이익€2.24b
기타 비용€2.04b
순이익€193.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Jul 24, 2026

주당순이익(EPS)1.62
총이익률40.01%
순이익률3.45%
부채/자본 비율57.2%

LIGHT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

7.7%
현재 배당 수익률
76%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 07:56
종가2026/05/21 00:00
수익2026/03/31
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

Signify N.V.는 25명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rajesh PatkiBarclays
James WinchesterBarclays
George FeatherstoneBarclays