Randstad N.V.

ENXTAM:RAND 주식 리포트

시가총액: €4.6b

Randstad 향후 성장

Future 기준 점검 2/6

Randstad (는) 각각 연간 15.6% 및 2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.5% 로 예상됩니다.

핵심 정보

15.6%

이익 성장률

14.26%

EPS 성장률

Professional Services 이익 성장8.3%
매출 성장률2.0%
향후 자기자본이익률12.50%
애널리스트 커버리지

Good

마지막 업데이트22 May 2026

최근 향후 성장 업데이트

분석 기사 Jul 26

Randstad N.V. Just Missed Earnings - But Analysts Have Updated Their Models

As you might know, Randstad N.V. ( AMS:RAND ) recently reported its quarterly numbers. It looks like a pretty bad...

Recent updates

내러티브 업데이트 May 19

RAND: Future Upside Will Depend On Earnings Resilience After Recent Downgrades

Analysts have reduced their price target on Randstad from about €36.50 to roughly €31.70. They cite updated assumptions for discount rates, revenue growth, profit margins, future P/E multiples, and recent Street research that includes lower targets and a downgrade.
내러티브 업데이트 May 02

RAND: Index Exit And Downgrade Cycle Will Pressure Future Earnings Power

Narrative Update Analysts have trimmed Randstad's price targets, with recent cuts such as Goldman Sachs moving to €33 from €38, citing updated expectations that align with more conservative assumptions, despite steady fair value inputs in the model. Analyst Commentary Recent research has tilted cautious on Randstad, with bearish analysts trimming price targets and, in at least one case, moving to a more negative stance on the shares.
내러티브 업데이트 Apr 16

RAND: Lowered Street Views Will Ultimately Support Future Margin Resilience Potential

The updated analyst price target for Randstad has been reduced by about €2 per share, as analysts incorporate recent target cuts from several banks, a slightly higher discount rate, and modest adjustments to long-term revenue growth, margin assumptions, and future P/E expectations. Analyst Commentary Recent Street research on Randstad has centered on price target revisions, with several banks adjusting their models to reflect updated views on valuation, growth and execution risk.
내러티브 업데이트 Apr 02

RAND: Sector Headwinds And Index Shift Will Shape Future Earnings Power

The Randstad analyst price target has been revised down to €21.00 from €30.00 as analysts factor in lower assumed revenue growth, reduced profit margins, a slightly higher discount rate, and a modestly lower future P/E. This is consistent with a broad wave of recent target cuts and a downgrade in sector outlook.
내러티브 업데이트 Mar 18

RAND: Future Upside Will Depend On Earnings Resilience Versus Staffing Cycle Headwinds

Randstad's fair value estimate has been adjusted slightly lower to €36.50 from €36.61, reflecting recent cuts to Street price targets and more cautious analyst views on cyclical and structural headwinds for the staffing sector. Analyst Commentary Street research has turned more cautious on Randstad, with several firms trimming price targets and, in one case, cutting the rating.
내러티브 업데이트 Mar 04

RAND: Future Upside Will Hinge On Earnings Resilience Through Structural And Cyclical Pressures

Analysts have trimmed their Randstad fair value estimate by about €0.50 per share to €36.61. This change reflects a series of lower price targets and a more cautious earnings outlook cited in recent research.
내러티브 업데이트 Feb 18

RAND: Future Upside Will Depend On Resilient Earnings Through Prolonged Sector Headwinds

Analysts have trimmed their consolidated price target on Randstad by around €1.36 per share, citing updated fair value estimates, a slightly higher discount rate, and recent research pointing to ongoing cyclical and structural headwinds for earnings. Analyst Commentary Recent research has centered on how cyclical weakness and structural challenges could affect Randstad's earnings profile and what that implies for fair value.
분석 기사 Feb 15

Randstad (AMS:RAND) Is Due To Pay A Dividend Of €1.62

The board of Randstad N.V. ( AMS:RAND ) has announced that it will pay a dividend on the 8th of April, with investors...
내러티브 업데이트 Feb 03

RAND: Future Upside Will Rely On Earnings Stability Despite Lower For Longer Cycle

Analysts have trimmed their price expectations for Randstad, cutting the average target by about €1.70. They cite slightly lower assumed revenue growth and profit margins, a marginally higher discount rate, and recent Street research highlighting cyclical and structural headwinds that could keep earnings subdued for longer.
분석 기사 Jan 22

Here's Why Randstad (AMS:RAND) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Jan 20

RAND: Lower For Longer Earnings Concerns Will Ultimately Support Margin Resilience Potential

Analysts have nudged their Randstad fair value estimate slightly lower to about €54.64 from roughly €55.77, reflecting updated assumptions for slower revenue growth, slimmer profit margins, a higher discount rate, and a higher future P/E multiple following more cautious sector views that earnings could stay under pressure for longer. Analyst Commentary The recent change in fair value to about €54.64 comes as analysts factor in a tougher setup for the broader employment services sector, with concerns that cyclical softness and structural pressures could weigh on earnings for longer than previously assumed.
내러티브 업데이트 Jan 06

RAND: Future Upside Will Depend On Stable Margins And Undervalued Earnings Multiple

Analysts have kept their fair value estimate for Randstad steady at €40.21 per share, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E inputs, suggesting their overall price target framework is essentially unchanged. Valuation Changes Fair Value: Unchanged at €40.21 per share, indicating no adjustment to the core valuation outcome.
내러티브 업데이트 Dec 19

RAND: Future Upside Will Rely On Margin Discipline Despite Modest Assumption Shifts

Analysts have modestly lowered their price target on Randstad to approximately €40.21 from about €41.18. This reflects a slightly higher discount rate and marginally softer profit margin assumptions, partially offset by firmer expectations for revenue growth.
분석 기사 Dec 11

Investors Met With Slowing Returns on Capital At Randstad (AMS:RAND)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
내러티브 업데이트 Dec 05

RAND: Future Upside Will Depend On Margin Discipline Amid Staffing Downgrades

Analysts have trimmed their price target for Randstad slightly by about EUR 0.15 to roughly EUR 41.18, reflecting a more cautious stance on staffing names in light of recent sector downgrades. Analyst Commentary Recent rating actions signal a shift toward a more balanced risk reward profile for Randstad, with target prices now clustering in the high 30s to low 40s range.
내러티브 업데이트 Nov 20

RAND: Future Resilience Will Rely On Margin Discipline Following Rating Downgrades

Randstad’s analyst price target has been reduced to EUR 36 from EUR 38. Analysts cite cautious sentiment on the staffing sector as a key driver for their downward revision.
내러티브 업데이트 Nov 06

RAND: Future Margin Discipline Will Support Resilience Amid Market Downgrades

Narrative Update: Randstad Analyst Price Target Revision Randstad’s analyst fair value estimate has been slightly lowered by EUR 0.21 to EUR 41.32. Analysts cite recent sector downgrades and cautious outlooks on staffing firms to support the adjustment.
내러티브 업데이트 Oct 22

Analysts Offer Mixed Outlook on Randstad as Price Target and Growth Expectations Ease

Randstad's analyst price target has been lowered slightly from €42.26 to €41.53, as analysts cite cautious outlooks in the staffing sector and mixed recent ratings changes. Analyst Commentary Recent analyst updates on Randstad reflect a mix of optimism regarding the company’s execution and sustained discipline, as well as caution about market conditions and the company’s near-term growth prospects.
분석 기사 Oct 17

Randstad N.V.'s (AMS:RAND) Share Price Not Quite Adding Up

It's not a stretch to say that Randstad N.V.'s ( AMS:RAND ) price-to-sales (or "P/S") ratio of 0.3x right now seems...
분석 기사 Sep 03

Randstad (AMS:RAND) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jul 26

Randstad N.V. Just Missed Earnings - But Analysts Have Updated Their Models

As you might know, Randstad N.V. ( AMS:RAND ) recently reported its quarterly numbers. It looks like a pretty bad...
분석 기사 Jul 21

Returns On Capital Signal Difficult Times Ahead For Randstad (AMS:RAND)

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
분석 기사 Jul 03

Is Randstad N.V. (AMS:RAND) Trading At A 48% Discount?

Key Insights Randstad's estimated fair value is €79.52 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 May 31

We Think Randstad (AMS:RAND) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
새로운 내러티브 Feb 13

Randstad: A Value Caution in a Shifting Landscape

Randstad NV (AEX: RAND) currently trades around €41.55 with a market cap of approximately €7.62 billion. While many investors may be drawn to its strong dividend history and solid reputation in staffi
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새로운 내러티브 Nov 29

Tactical Investments And Specialization Drive Growth Amid Sector Challenges

Strategic investments in specialized growth segments and digital talent solutions are anticipated to enhance revenue via high-demand, high-value areas.

이익 및 매출 성장 예측

ENXTAM:RAND - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202824,34547854983412
12/31/202723,73143649377616
12/31/202623,06636548073413
3/31/202622,934276638708N/A
12/31/202523,077291798872N/A
9/30/202523,34452676752N/A
6/30/202523,54975717797N/A
3/31/202523,840106658743N/A
12/31/202424,122115561649N/A
9/30/202424,221427763852N/A
6/30/202424,466491777872N/A
3/31/202424,846550881971N/A
12/31/202325,4266161,1001,194N/A
9/30/202326,2507471,1071,210N/A
6/30/202327,0448071,0671,184N/A
3/31/202327,4658669931,117N/A
12/31/202227,5689219441,073N/A
9/30/202227,315867856965N/A
6/30/202226,536836893997N/A
3/31/202225,7288169111,025N/A
12/31/202124,635760782914N/A
9/30/202123,574727699844N/A
6/30/202122,4736338981,033N/A
3/31/202120,8324001,3611,490N/A
12/31/202020,7182961,3511,462N/A
9/30/202021,0202551,6571,777N/A
6/30/202021,8522891,6361,766N/A
3/31/202023,3725111,1331,258N/A
12/31/201923,676594N/A1,269N/A
9/30/201923,782623N/A1,297N/A
6/30/201923,782673N/A1,038N/A
3/31/201923,847698N/A1,004N/A
12/31/201823,812695N/A974N/A
9/30/201823,689696N/A851N/A
6/30/201823,555671N/A751N/A
3/31/201823,399632N/A600N/A
12/31/201723,273618N/A688N/A
9/30/201722,820573N/A509N/A
6/30/201722,298585N/A537N/A
3/31/201721,540589N/A623N/A
12/31/201620,684575N/A560N/A
9/30/201620,154599N/A653N/A
6/30/201619,782575N/A650N/A
3/31/201619,489549N/A593N/A
12/31/201519,219506N/A566N/A
9/30/201518,720408N/A503N/A
6/30/201518,259368N/A542N/A

애널리스트 향후 성장 전망

수입 대 저축률: RAND 의 연간 예상 수익 증가율(15.6%)이 saving rate(2.1%)보다 높습니다.

수익 vs 시장: RAND 의 연간 수익(15.6%)이 Dutch 시장(14%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: RAND 의 수익(연간 2%)이 Dutch 시장(연간 9.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: RAND 의 수익(연간 2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: RAND의 자본 수익률은 3년 후 12.5%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 04:24
종가2026/05/22 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
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분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Randstad N.V.는 30명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paul Daniel SullivanBarclays
Afonso OsorioBarclays
James Rowland ClarkBarclays