SBM Offshore (SBMO) 주식 개요
SBM Offshore N.V.는 전 세계 해양 에너지 산업에 부유식 생산 솔루션을 제공합니다. 자세히 보기
SBMO Community Fair Values
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Analyst Price Targets
Top Community Narratives
€44.5
FV
28.8% 저평가 내재 할인율15.40%
Revenue growth p.a.
45
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SBM Offshore N.V. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €31.70 |
| 52주 최고가 | €37.38 |
| 52주 최저가 | €20.74 |
| 베타 | 0.66 |
| 1개월 변동 | 3.59% |
| 3개월 변동 | -13.01% |
| 1년 변동 | 38.91% |
| 3년 변동 | 140.33% |
| 5년 변동 | 154.93% |
| IPO 이후 변동 | 2,090.36% |
최근 뉴스 및 업데이트
새로운 내러티브 • Jul 06
Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog
The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.
내러티브 업데이트 • Jul 03
SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential
Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.
내러티브 업데이트 • Jun 19
SBMO: Guyana Projects And Buybacks Will Support Future Upside
The analyst price target for SBM Offshore has been revised to €49.61 from €48.96. Analysts attribute the change to updated fair value estimates and refreshed P/E assumptions following recent mixed rating actions on the stock.
내러티브 업데이트 • Jun 04
SBMO: Project Pipeline And Capital Returns Will Shape Future Risk Reward Balance
Analysts have raised their price target for SBM Offshore to about €37.20 from roughly €31.95, citing updated assumptions around discount rates, revenue trends, margins and future P/E as key drivers behind the change. Analyst Commentary Recent research on SBM Offshore reflects a mixed picture, with some firms lifting price targets while others take a more cautious stance.Recent updates
새로운 내러티브 • Jul 06
Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog
The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.내러티브 업데이트 • Jul 03
SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential
Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.내러티브 업데이트 • Jun 19
SBMO: Guyana Projects And Buybacks Will Support Future Upside
The analyst price target for SBM Offshore has been revised to €49.61 from €48.96. Analysts attribute the change to updated fair value estimates and refreshed P/E assumptions following recent mixed rating actions on the stock.내러티브 업데이트 • Jun 04
SBMO: Project Pipeline And Capital Returns Will Shape Future Risk Reward Balance
Analysts have raised their price target for SBM Offshore to about €37.20 from roughly €31.95, citing updated assumptions around discount rates, revenue trends, margins and future P/E as key drivers behind the change. Analyst Commentary Recent research on SBM Offshore reflects a mixed picture, with some firms lifting price targets while others take a more cautious stance.내러티브 업데이트 • May 20
SBMO: AEX Inclusion And Guyana Project Pipeline Will Support Future Upside
Analysts have lifted their average price target on SBM Offshore by about €3.70, reflecting updated assumptions around fair value, a higher discount rate, slightly adjusted revenue growth and profit margin expectations, and a higher future P/E multiple, with recent research including both price target increases and downgrades informing this shift. Analyst Commentary Recent research on SBM Offshore reflects a mix of views, but the average price target shift is being shaped in part by a series of bullish adjustments that focus on valuation support and execution on the project pipeline.내러티브 업데이트 • May 02
SBMO: Buybacks And Mixed Research Signals Will Shape Future Repricing Potential
Analysts have lifted their fair value estimate for SBM Offshore, reflected in a higher price target of €39.64 from €37.57, citing adjusted assumptions on discount rates, revenue growth, margins and future P/E, even as recent research includes both a downgrade and a separate target increase to €37. Analyst Commentary Recent research on SBM Offshore points in different directions, with one firm lifting its price target and another issuing a downgrade.내러티브 업데이트 • Apr 17
SBMO: AEX Entry And Guyana Contract Progress Will Support Future Upside
Narrative Update The updated analyst price target for SBM Offshore has shifted to €37. This reflects analysts' revised assumptions on fair value, discount rate and growth, alongside recent target increases and upgrades in Street research.내러티브 업데이트 • Apr 02
SBMO: AEX Promotion And Guyana Project Wins Will Support Earnings Confidence
The updated analyst price target for SBM Offshore has increased slightly to €45.73 from €45.05, with analysts citing recent target increases and rating support from major banks as key factors behind the adjustment. Analyst Commentary Recent Street research points to a more constructive tone around SBM Offshore, with updated price targets and rating changes reflecting growing confidence in how the company is executing on its plans.내러티브 업데이트 • Mar 19
SBMO: Higher Margin Outlook And Buybacks Will Support Repricing Potential
Analysts have lifted their price target on SBM Offshore to about €37.60 from about €29.50, citing updated assumptions on discount rates, profit margins and future P/E, which offset softer revenue growth expectations. Analyst Commentary Recent research points to a more constructive stance on SBM Offshore, with price targets in the mid to high €30 range and rating upgrades reflecting updated views on valuation and execution risk.내러티브 업데이트 • Mar 04
SBMO: Higher Multiple Assumptions And Buyback Will Shape Returns
Analysts have lifted their price target on SBM Offshore by €8.12 to €31.95, citing updated assumptions on discount rates, revenue expectations, margins and future P/E that are broadly in line with recent positive research actions from major banks. Analyst Commentary Recent research around SBM Offshore has centred on how current assumptions for discount rates, revenue and margins stack up against the latest valuation work.내러티브 업데이트 • Feb 18
SBMO: Upgraded Views Will Support Confidence In Earnings Power And Execution
Analysts have nudged their average price target on SBM Offshore higher by about €1 per share, citing refreshed assumptions on fair value, discount rate, profit margins and future P/E following recent target and rating updates from major banks. Analyst Commentary Recent Street research on SBM Offshore points to a more constructive tone, with price targets adjusted higher and at least one upgrade reinforcing confidence in the company’s valuation framework and execution outlook.내러티브 업데이트 • Feb 04
SBMO: Upgraded Views Will Support Confidence In 2025 Earnings Delivery
Narrative update overview The analyst price target on SBM Offshore has increased by €2.50. Analysts attribute this change to updated assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E.분석 기사 • Jan 28
The Market Lifts SBM Offshore N.V. (AMS:SBMO) Shares 26% But It Can Do More
SBM Offshore N.V. ( AMS:SBMO ) shares have continued their recent momentum with a 26% gain in the last month alone. The...내러티브 업데이트 • Jan 20
SBMO: Higher Fair Value Will Support Confidence In Long-Term Earnings Power
Narrative Update on SBM Offshore Analysts have lifted their fair value estimate for SBM Offshore from €34.77 to €44.92, citing a lower discount rate, adjusted assumptions for revenue growth and profit margins, and a higher future P/E multiple in recent research updates. Analyst Commentary Bullish analysts point to the recent fair value lift to €44.92 as a reflection of updated assumptions on revenue growth, profit margins, and a higher future P/E multiple.내러티브 업데이트 • Jan 06
SBMO: 2025 Revenue Mix Stability Will Support Repricing Potential
Analysts have slightly lowered their price target for SBM Offshore, with fair value moving from €29.58 to €29.51, reflecting marginal updates to discount rate assumptions and expected profitability. What's in the News SBM Offshore N.V. maintained earnings guidance for the full year 2025, keeping overall directional revenue guidance at above US$5.0b.내러티브 업데이트 • Dec 23
SBMO: Strong 2025 Earnings Outlook Will Drive Repricing Potential Upward
Analysts have trimmed their price target for SBM Offshore slightly to approximately €29.58 from €29.77. This reflects marginally lower fair value estimates driven by a modest reduction in the assumed discount rate, while views on revenue growth, profit margins, and future valuation multiples remain largely unchanged.내러티브 업데이트 • Dec 08
SBMO: Strong 2025 Earnings Guidance Will Support Upward Repricing Potential
Analysts have raised their price target on SBM Offshore slightly to €29.77 from €29.79. This reflects expectations of modestly better profit margins and a higher future price to earnings multiple, partially offset by weaker revenue growth assumptions and a marginally higher discount rate.분석 기사 • Nov 29
Is There An Opportunity With SBM Offshore N.V.'s (AMS:SBMO) 49% Undervaluation?
Key Insights The projected fair value for SBM Offshore is €48.20 based on 2 Stage Free Cash Flow to Equity Current...내러티브 업데이트 • Nov 24
SBMO: Lower Discount Rate Will Support Upward Repricing Driven By 2025 Earnings Outlook
Analysts have raised their price target for SBM Offshore from €27.87 to €29.79, reflecting updated assumptions regarding discount rates and revenue growth projections. What's in the News SBM Offshore N.V. maintained its earnings guidance for the full year of 2025, signaling confidence in its financial outlook (Key Developments).분석 기사 • Nov 12
SBM Offshore's (AMS:SBMO) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...내러티브 업데이트 • Nov 10
SBMO: Lower Discount Rate Will Drive Near-Term Upward Repricing Potential
Analysts have slightly increased their price target for SBM Offshore from €27.82 to €27.87. This reflects improved confidence in the company's discount rate and revenue projections.분석 기사 • Oct 28
It's A Story Of Risk Vs Reward With SBM Offshore N.V. (AMS:SBMO)
When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...내러티브 업데이트 • Oct 27
Steady Outlook Will Drive Offshore Capacity Expansion And Earnings Momentum
Analysts have maintained their fair value estimate for SBM Offshore at €27.82 per share. They cite minimal changes in underlying assumptions and a stable outlook for the company.내러티브 업데이트 • Oct 13
Modular Deepwater FPSO Solutions Will Unlock Offshore Opportunities
Analysts have raised their fair value price target for SBM Offshore from €27.45 to €27.82. They cite minor improvements in long-term valuation metrics and a stable profit margin outlook as the reasons for the adjustment.분석 기사 • Sep 17
SBM Offshore (AMS:SBMO) Has A Somewhat Strained Balance Sheet
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 • Aug 14
There May Be Reason For Hope In SBM Offshore's (AMS:SBMO) Disappointing Earnings
ENXTAM:SBMO 1 Year Share Price vs Fair Value Explore SBM Offshore's Fair Values from the Community and select yours SBM...
새로운 내러티브 • Feb 23
FPSO Expansion And Decarbonization Initiatives Will Improve Future Prospects
SBM Offshore's focus on high-potential FPSO contracts and Fast4Ward projects aims to boost future revenue and cash flow through sustained deepwater demand.주주 수익률
| SBMO | NL Energy Services | NL 시장 | |
|---|---|---|---|
| 7D | -4.1% | -2.9% | -5.1% |
| 1Y | 38.9% | 35.2% | 33.9% |
수익률 대 산업: SBMO은 지난 1년 동안 35.2%의 수익을 기록한 Dutch Energy Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: SBMO은 지난 1년 동안 33.9%를 기록한 Dutch 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SBMO volatility | |
|---|---|
| SBMO Average Weekly Movement | 4.4% |
| Energy Services Industry Average Movement | 5.0% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in NL Market | 7.9% |
| 10% least volatile stocks in NL Market | 2.2% |
안정적인 주가: SBMO는 지난 3개월 동안 Dutch 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SBMO의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1862 | 6,784 | Oivind Tangen | www.sbmoffshore.com |
SBM Offshore N.V.는 전 세계 해양 에너지 산업에 부유식 생산 솔루션을 제공합니다. 리스 및 운영과 턴키의 두 가지 부문으로 운영됩니다. 부유식 원유 생산 저장 및 하역 설비(FPSO)의 설계, 공급, 설치, 운영, 해체 및 수명 연장에 관여합니다.
SBM Offshore N.V. 기초 지표 요약
| SBMO 기초 통계 | |
|---|---|
| 시가총액 | €5.26b |
| 순이익 (TTM) | €809.88m |
| 매출 (TTM) | €5.19b |
6.6x
주가수익비율(P/E)1.0x
주가매출비율(P/S)SBMO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SBMO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$5.90b |
| 매출원가 | US$3.88b |
| 총이익 | US$2.02b |
| 기타 비용 | US$1.10b |
| 순이익 | US$922.00m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
Aug 06, 2026
| 주당순이익(EPS) | 5.45 |
| 총이익률 | 34.20% |
| 순이익률 | 15.62% |
| 부채/자본 비율 | 139.5% |
SBMO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.2%
현재 배당 수익률22%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/29 21:08 |
| 종가 | 2026/07/29 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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
SBM Offshore N.V.는 21명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Lucy Haskins | Barclays |
| Michael Pickup | Barclays |
| Guillaume Delaby | Bernstein |