Subsea 7 (SUBC) 주식 개요
Subsea 7 S.A.는 전 세계 에너지 산업을 위한 해양 프로젝트와 서비스를 제공합니다. 자세히 보기
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Subsea 7
12.8% 고평가 내재 할인율
Subsea 7 Set for a Strong Q2 with Promising Upside in June
View narrativeMR
Published 24 Apr 2025
Subsea 7 S.A. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | NOK 327.20 |
| 52주 최고가 | NOK 358.20 |
| 52주 최저가 | NOK 180.10 |
| 베타 | 0.60 |
| 1개월 변동 | -2.33% |
| 3개월 변동 | -4.83% |
| 1년 변동 | 61.98% |
| 3년 변동 | 132.55% |
| 5년 변동 | 403.38% |
| IPO 이후 변동 | 271.82% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 08
SUBC: Contract Wins And Execution In 2026 Will Support Higher Earnings Multiple
Analysts have modestly reduced the Subsea 7 fair value estimate from NOK 457.16 to NOK 445.43. Recent price target increases from NOK 330 to as high as NOK 430, along with updated assumptions on discount rate, revenue growth, profit margin and future P/E, help explain the shift in their pricing framework.
내러티브 업데이트 • Aug 25
SUBC: Higher P E Multiple Will Pressure Future Returns If Execution Falters
Subsea 7's analyst price target has been revised higher to a range of NOK 330 to NOK 430. This reflects updated views from analysts who point to improved ratings and refreshed valuation assumptions, despite modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E inputs.내러티브 업데이트 • Aug 11
SUBC: Saipem Merger Progress And Backlog Strength Will Support Higher Earnings Multiple
The updated analyst price target for Subsea 7 reflects a move higher from NOK 438.35 to NOK 457.16, broadly in line with a series of recent target increases and ratings upgrades from analysts who cite adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Subsea 7 points to a cluster of higher price targets and rating upgrades in 2026.Recent updates
내러티브 업데이트 • Sep 08
SUBC: Contract Wins And Execution In 2026 Will Support Higher Earnings Multiple
Analysts have modestly reduced the Subsea 7 fair value estimate from NOK 457.16 to NOK 445.43. Recent price target increases from NOK 330 to as high as NOK 430, along with updated assumptions on discount rate, revenue growth, profit margin and future P/E, help explain the shift in their pricing framework.내러티브 업데이트 • Aug 25
SUBC: Higher P E Multiple Will Pressure Future Returns If Execution Falters
Subsea 7's analyst price target has been revised higher to a range of NOK 330 to NOK 430. This reflects updated views from analysts who point to improved ratings and refreshed valuation assumptions, despite modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E inputs.내러티브 업데이트 • Aug 11
SUBC: Saipem Merger Progress And Backlog Strength Will Support Higher Earnings Multiple
The updated analyst price target for Subsea 7 reflects a move higher from NOK 438.35 to NOK 457.16, broadly in line with a series of recent target increases and ratings upgrades from analysts who cite adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Subsea 7 points to a cluster of higher price targets and rating upgrades in 2026.
내러티브 업데이트 • Jul 28
SUBC: Order Awards And Merger Review Will Shape Balanced Future Prospects
The analyst price target for Subsea 7 has been raised from NOK 274.67 to NOK 352.69, reflecting analysts' updated assumptions for higher revenue, a stronger profit margin and a slightly higher future P/E multiple following a series of recent price target increases and rating changes across the Street. Analyst Commentary Recent research updates on Subsea 7 show a cluster of higher price targets and rating changes, giving investors more detail on how the Street is thinking about the stock's valuation, growth prospects and execution risks.내러티브 업데이트 • Jul 14
SUBC: Elevated P E Multiples Will Strain Returns As Execution Risks Intensify
The analyst price target for Subsea 7 has been raised from NOK 233.20 to NOK 245.88. Analysts point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple, alongside recent Street targets clustered around NOK 370, as the key drivers of the change.내러티브 업데이트 • Jun 29
SUBC: Rising Contract Wins And Backlog Will Support Higher Future Earnings Multiple
The Subsea 7 analyst price target has been revised higher to NOK 438 from NOK 428. Analysts point to updated assumptions for fair value, revenue growth, profit margin and future P/E to justify the change, despite a slightly lower discount rate.내러티브 업데이트 • Jun 15
SUBC: Elevated P E Multiples Will Strain Returns Despite New Long Dated Contracts
Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 233.20, supported by a series of recent price target increases on the stock, including one move to NOK 370, partly offset by a few downgrades. Analyst Commentary Recent Street research on Subsea 7 has been mixed.내러티브 업데이트 • Jun 01
SUBC: Elevated P E Multiples Will Challenge Returns Despite Recent Contract Wins
Subsea 7’s analyst price target has been raised from NOK 192.81 to NOK 232.39, reflecting updated analyst views that factor in higher projected P/E multiples, a slightly higher discount rate, modestly improved profit margins and softer revenue expectations, alongside a series of recent price target increases and some downgrades across the Street. Analyst Commentary Recent Street research on Subsea 7 shows a mix of higher price targets and fresh caution.내러티브 업데이트 • May 16
SUBC: High Utilization And Contract Backlog Will Support Higher Future Earnings Multiple
Analysts have raised Subsea 7’s fair value estimate from NOK 399.43 to NOK 427.76, reflecting revised price targets across several firms and updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Subsea 7 shows a mix of optimism and caution, with several bullish analysts lifting price targets while others have turned more cautious with downgrades.내러티브 업데이트 • Apr 28
SUBC: High Utilization And New Contracts Will Support Higher Future Earnings Multiple
The analyst fair value estimate for Subsea 7 has been lifted by about 3% to NOK 399.43. The shift reflects recent price target increases from several firms, alongside analyst commentary pointing to steady revenue growth assumptions, slightly stronger margin expectations, and a higher future P/E multiple, despite a series of rating downgrades on the shares.내러티브 업데이트 • Apr 14
SUBC: Rising Multiples And Weaker Margins Will Constrain Future Share Price Upside
The analyst price target for Subsea 7 has been increased from NOK 174.64 to NOK 192.81 as analysts factor in higher Street targets in the NOK 254 to NOK 320 range, supported by research citing strong recent utilization, firmer margins and expectations that these operational trends will persist into FY26. Analyst Commentary Recent Street research shows a mix of optimism on Subsea 7, with several large houses lifting price targets into the NOK 254 to NOK 320 range, while keeping ratings such as Buy, Overweight, Neutral and Sector Perform.내러티브 업데이트 • Mar 31
SUBC: High Utilization And New Contracts Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 moves higher in value, supported by a series of recent target increases from NOK 254 to NOK 320 by major banks, along with analyst commentary around utilization, margins and earnings expectations. Analyst Commentary Recent research points to a cluster of more optimistic views on Subsea 7, with several bullish analysts lifting price targets and highlighting operational execution and earnings potential as key supports for valuation.내러티브 업데이트 • Mar 17
SUBC: Offshore Backlog And Margin Sustainability Will Shape Balanced Future Prospects
The updated analyst price target for Subsea 7 rises from NOK 228.39 to NOK 274.67, reflecting analysts' higher NOK 254 to NOK 320 price targets that cite Q4 results with high utilization and firmer margins as key support. Analyst Commentary Recent research updates show a wide range of views on Subsea 7, with several bullish analysts lifting price targets while others have moved to more cautious stances.내러티브 업데이트 • Mar 03
SUBC: Contract Wins And Margin Trajectory Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 rises materially from NOK 309.15 to NOK 367.57, reflecting analysts' focus on higher assumed revenue growth, stronger profit margins backed by recent commentary on utilization and margins, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Subsea 7 shows a mix of views, but the most constructive voices are pointing to higher price targets and an improved outlook on utilization and margins.내러티브 업데이트 • Feb 16
SUBC: Contract Wins And Margin Outlook Will Support Future Multiple Reassessment
The updated analyst price target for Subsea 7 edges higher to NOK 309 from about NOK 307, as analysts balance recent downgrades from several banks with JPMorgan's NOK 17 upward revision and modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Subsea 7 shows a split view, with several downgrades sitting alongside a higher price target from JPMorgan.내러티브 업데이트 • Feb 02
SUBC: Contract Backlog And Margin Outlook Will Support Earnings Multiple Reassessment
Analysts have lifted their price target on Subsea 7 by NOK 17 to NOK 208, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent Street research revisions. Analyst Commentary Recent Street commentary on Subsea 7 has focused on how updated valuation assumptions feed into revised price targets, with JPMorgan playing a visible role in the latest adjustments.내러티브 업데이트 • Jan 19
SUBC: Future Contract Pipeline Will Support Earnings Multiple Reassessment
Analysts have trimmed their price expectations for Subsea 7, with JPMorgan lowering its target from NOK 212 to NOK 208. Our updated fair value framework now reflects more conservative assumptions on growth and margins, along with a higher future P/E multiple.내러티브 업데이트 • Jan 05
SUBC: Offshore Contract Backlog And Margin Outlook Will Shape Balanced Prospects
Analysts have nudged their fair value estimate for Subsea 7 slightly higher to NOK 228.39, while Street targets have moved from NOK 212 to NOK 208, reflecting updated views on revenue growth, profitability and the appropriate P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the updated fair value estimate of NOK 228.39 as leaving a modest gap to the revised NOK 208 target.내러티브 업데이트 • Dec 14
SUBC: Long Term Revenue Concerns Will Restrain Future Share Price Upside
Analysts have modestly trimmed their price target on Subsea 7 to NOK 208 from NOK 212, reflecting slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. Analyst Commentary Bearish analysts point to the modest price target cut to NOK 208 as a signal that expectations for Subsea 7's long term revenue trajectory are being recalibrated, even as near term fundamentals appear solid.내러티브 업데이트 • Nov 29
SUBC: Margin Expansion And Major Offshore Contracts Will Drive Share Performance
The analyst price target for Subsea 7 has been adjusted downward by NOK 4 to NOK 208. Analysts cite evolving revenue growth and industry-wide preferences for companies with stronger growth prospects.내러티브 업데이트 • Nov 15
SUBC: Major Contracts And Sector Shifts Will Drive Future Outperformance
Analysts have slightly reduced their fair value price target for Subsea 7 from NOK 229.88 to NOK 228.56. This change reflects updated expectations for growth and margin performance based on recent industry research.내러티브 업데이트 • Oct 31
SUBC: Recent Contract Wins And Dividend Initiatives Will Drive Upside Momentum
Analysts have modestly raised their average price target for Subsea 7, now forecasting NOK 229.88 per share. They note the company's stable outlook is supported by steady profit margins and a slight uptick in the discount rate.내러티브 업데이트 • Oct 17
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts have increased their fair value estimate for Subsea 7 from NOK 223.06 to NOK 229.88. This change reflects improved revenue growth forecasts and recent price target updates by several firms.내러티브 업데이트 • Oct 03
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
The analyst price target for Subsea 7 has increased from NOK 218.18 to NOK 223.06, reflecting analysts’ expectations for resilient performance and ongoing sector growth, even though some macroeconomic outlooks remain cautious. Analyst Commentary Recent Street research provides a nuanced view on Subsea 7's outlook, reflecting both confidence in the company's ongoing growth potential and caution about market dynamics.내러티브 업데이트 • Sep 16
Offshore Wind And Oil Projects Will Fuel Future Decarbonization
Analysts revised Subsea 7’s price target slightly lower to NOK218.18, citing macro uncertainty, elevated valuations, and share price strength prompting caution despite ongoing operational improvements and peer outperformance. Analyst Commentary Ongoing preference for oilfield services companies with self-help levers and superior growth prospects in the European market compared to exploration and production peers.새로운 내러티브 • May 02
Subsea 7 Set for a Strong Q2 with Promising Upside in June
Q1 knappast någon viktig katalysatorOrderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljone
새로운 내러티브 • Jan 26
Robust $11 Billion Backlog Will Positively Impact Future Earnings And Cash Flow
Subsea7 anticipates strong EBITDA growth with a robust backlog and strategic deepwater contract focus, positively impacting earnings and cash flow.주주 수익률
| SUBC | NO Energy Services | NO 시장 | |
|---|---|---|---|
| 7D | 0.2% | 0.7% | 0.8% |
| 1Y | 62.0% | 39.4% | 23.2% |
수익률 대 산업: SUBC은 지난 1년 동안 39.4%의 수익을 기록한 Norwegian Energy Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: SUBC은 지난 1년 동안 23.2%를 기록한 Norwegian 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SUBC volatility | |
|---|---|
| SUBC Average Weekly Movement | 4.6% |
| Energy Services Industry Average Movement | 4.1% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in NO Market | 10.4% |
| 10% least volatile stocks in NO Market | 2.6% |
안정적인 주가: SUBC는 지난 3개월 동안 Norwegian 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SUBC의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1993 | 13,667 | Stuart Fitzgerald | www.subsea7.com |
Subsea 7 S.A.는 전 세계 에너지 산업을 위한 해양 프로젝트와 서비스를 제공합니다. 이 회사는 프로젝트 관리, 설계 및 엔지니어링, 조달, 제작, 측량, 설치, 해저 생산 시설의 시운전, 고정식 또는 부유식 플랫폼 또는 해안에 대한 시설 연결 등 해저 유전 개발 제품 및 서비스를 제공합니다. 또한 탐사 및 생산 활동을 지원하고 전체 현장 서비스를 제공하기 위한 원격 운영 차량 및 툴링 서비스, 해상 풍력 터빈 기초 및 내부 어레이 케이블의 조달 및 설치, 재생 에너지 구조물 및 중량물 운송 서비스를 위한 중량물 리프팅 작업, 석유 및 가스, 재생 에너지 및 유틸리티 산업의 고객을 위한 엔지니어링 및 자문 서비스도 제공합니다.
Subsea 7 S.A. 기초 지표 요약
| SUBC 기초 통계 | |
|---|---|
| 시가총액 | NOK 96.90b |
| 순이익 (TTM) | NOK 5.64b |
| 매출 (TTM) | NOK 69.18b |
17.2x
주가수익비율(P/E)1.4x
주가매출비율(P/S)SUBC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SUBC 손익계산서 (TTM) | |
|---|---|
| 매출 | US$7.52b |
| 매출원가 | US$6.14b |
| 총이익 | US$1.38b |
| 기타 비용 | US$768.50m |
| 순이익 | US$613.00m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 19, 2026
| 주당순이익(EPS) | 2.07 |
| 총이익률 | 18.38% |
| 순이익률 | 8.15% |
| 부채/자본 비율 | 11.3% |
SUBC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.7%
현재 배당 수익률62%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 13:03 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 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 에 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
Subsea 7 S.A.는 35명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James West | Barclays |
| Michael Pickup | Barclays |
| Richard Dawson | Berenberg |