BRD - Groupe Société Générale 향후 성장
Future 기준 점검 1/6
BRD - Groupe Société Générale (는) 각각 연간 6.6% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.4% 로 예상됩니다.
핵심 정보
6.6%
이익 성장률
7.95%
EPS 성장률
| Banks 이익 성장 | 8.5% |
| 매출 성장률 | 5.8% |
| 향후 자기자본이익률 | 15.41% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 08 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jul 09
BRD: Higher Margin Outlook Will Likely Leave Shares Looking Expensive
Analysts have lifted their price target for BRD - Groupe Société Générale from RON17.50 to RON20.50, citing updated assumptions that include a slightly lower discount rate, adjusted revenue growth expectations, a higher profit margin profile, and a revised future P/E multiple. What’s in the News for BRD - Groupe Société Générale BRD - Groupe Société Générale S.A. scheduled a Board meeting for Jun 25, 2026, to address board composition and governance matters.
내러티브 업데이트 • Jun 25
BRD: Dividend Will Sustain An Overvalued P/E Despite Flat Earnings Outlook
Analysts kept their price target for BRD - Groupe Société Générale at RON 25.08, reflecting essentially stable assumptions around fair value, discount rate, revenue growth, profit margin and future P/E in their latest update. What's in the News for BRD - Groupe Société Générale No recent news items or key developments are currently available from the specified sources for BRD - Groupe Société Générale.내러티브 업데이트 • Jun 05
BRD: Dividend Will Support An Overvalued P/E Despite Unchanged Earnings Outlook
Analysts have kept their RON 25.08 price target for BRD - Groupe Société Générale broadly unchanged, citing only minor tweaks to the discount rate, revenue growth outlook and future P/E assumptions in their updated models. What's in the News BRD - Groupe Société Générale S.A. announced an annual dividend of RON 1.0752 per share, with an ex-date on May 18, 2026, a record date on May 19, 2026, and payment scheduled for June 5, 2026.내러티브 업데이트 • May 11
BRD: Dividend Support Will Sustain An Overstretched P/E Multiple
Analysts have nudged their price target for BRD – Groupe Société Générale to RON 25.08, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that they see as better aligned with the bank's current risk and earnings profile. What's in the News BRD - Groupe Société Générale S.A. announced an annual dividend of RON 1.0752 per share, payable on June 05, 2026, with an ex-date on May 18, 2026, and a record date on May 19, 2026 (Key Developments).내러티브 업데이트 • Apr 24
BRD: Dividend Payout Will Sustain An Overstretched P/E Multiple
Analysts now keep their RON 25.08 price target for BRD - Groupe Société Générale unchanged, citing steady assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E to support this view. What's in the News BRD, Groupe Société Générale S.A. scheduled a Special and Extraordinary Shareholders Meeting for April 29, 2026 at 11:30 E.내러티브 업데이트 • Apr 10
BRD: Dividend And Steady Assumptions Will Maintain An Overextended P/E
Analysts have kept their RON fair value estimate for BRD – Groupe Société Générale steady at RON 25.08, citing only slight refinements to assumptions around discount rate, revenue growth, profit margin and future P/E in their updated price target work. What's in the News BRD - Groupe Société Générale S.A. has scheduled a Special and Extraordinary Shareholders Meeting for April 29, 2026 at 11:30 E.내러티브 업데이트 • Mar 27
BRD: Dividend And Slight Assumption Tweaks Will Sustain An Overextended P/E
Analysts have kept their RON 25.08 price target for BRD - Groupe Société Générale unchanged, citing only very small adjustments in the discount rate, revenue growth and future P/E assumptions that do not materially change their overall view. What's in the News Special and extraordinary shareholders meeting scheduled for April 29, 2026 at 11:30 E.내러티브 업데이트 • Mar 12
BRD: Mild Assumption Shifts Will Likely Sustain An Overextended Future P/E
Analysts have lifted their RON fair value estimate for BRD - Groupe Société Générale from RON 23.68 to RON 25.08, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: RON 25.08 vs RON 23.68, with the updated figure modestly higher than before.
새로운 내러티브 • Mar 08
Digital And Sustainable Lending Strength Will Support This Fairly Valued Bank Narrative
Catalysts About BRD, Groupe Société Générale BRD is a universal bank in Romania, providing lending, deposit, digital banking and asset management services to retail, SME and corporate clients. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 26
BRD: Slight Assumption Tweaks Will Likely Sustain An Overextended Future P/E
Analysts have kept their RON 23.68 price target for BRD Groupe Société Générale broadly unchanged, reflecting only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions rather than any shift in their core view. Valuation Changes Fair Value: RON 23.68 remains unchanged, indicating the central valuation estimate is stable.새로운 내러티브 • Feb 21
Digital Investments And Rising Fiscal Charges Will Pressure Margins And Future Profitability
Catalysts About BRD - Groupe Société Générale BRD - Groupe Société Générale is a Romanian universal bank offering retail, corporate and investment banking services. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 11
BRD: Higher Earnings Assumptions Will Likely Sustain An Overextended Future P/E
Analysts have lifted their RON 21.14 fair value estimate for BRD - Groupe Société Générale to RON 23.68, citing updated assumptions for revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value: RON 21.14 raised to RON 23.68, a moderate uplift in the central value estimate used for the shares.내러티브 업데이트 • Jan 28
BRD: Higher Profit Assumptions Will Likely Mask An Overstretched P/E
Analysts have nudged their price target on BRD – Groupe Société Générale higher to €21.14 from about €19.89, reflecting updated assumptions around slightly different discount rates, modestly adjusted revenue growth and profit margin forecasts, and a marginally lower future P/E multiple. Valuation Changes Fair value estimate increased slightly from €19.89 to €21.14 per share.새로운 내러티브 • Jun 22
Digital Banking And Green Financing Will Shape Romania's Resilient Future
Rapid digital banking adoption and branch optimization are projected to increase efficiency, lower costs, and support stronger profit margins and returns.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,182 | 1,980 | N/A | N/A | 3 |
| 12/31/2027 | 4,870 | 1,816 | N/A | N/A | 4 |
| 12/31/2026 | 4,757 | 1,685 | N/A | N/A | 1 |
| 3/31/2026 | 4,140 | 1,564 | -4,829 | -4,548 | N/A |
| 12/31/2025 | 4,133 | 1,546 | -5,154 | -4,883 | N/A |
| 9/30/2025 | 4,062 | 1,586 | -2,906 | -2,726 | N/A |
| 6/30/2025 | 4,003 | 1,599 | -3,146 | -2,954 | N/A |
| 3/31/2025 | 3,935 | 1,551 | -7,863 | -7,659 | N/A |
| 12/31/2024 | 3,874 | 1,524 | -8,585 | -8,355 | N/A |
| 9/30/2024 | 3,897 | 1,521 | -7,299 | -6,943 | N/A |
| 6/30/2024 | 3,930 | 1,576 | -8,734 | -8,385 | N/A |
| 3/31/2024 | 3,913 | 1,627 | -3,477 | -3,131 | N/A |
| 12/31/2023 | 3,900 | 1,640 | -4,727 | -4,402 | N/A |
| 9/30/2023 | 3,723 | 1,537 | -4,368 | -3,984 | N/A |
| 6/30/2023 | 3,627 | 1,473 | -267 | 37 | N/A |
| 3/31/2023 | 3,519 | 1,405 | -1,070 | -783 | N/A |
| 12/31/2022 | 3,368 | 1,328 | -760 | -490 | N/A |
| 9/30/2022 | 3,396 | 1,404 | -1,662 | -1,507 | N/A |
| 6/30/2022 | 3,281 | 1,296 | -3,485 | -3,297 | N/A |
| 3/31/2022 | 3,324 | 1,349 | -5,216 | -4,997 | N/A |
| 12/31/2021 | 3,247 | 1,310 | -6,351 | -6,139 | N/A |
| 9/30/2021 | 3,038 | 1,141 | -5,805 | -5,592 | N/A |
| 6/30/2021 | 3,011 | 1,175 | -4,576 | -4,356 | N/A |
| 3/31/2021 | 2,726 | 943 | -2,378 | -2,191 | N/A |
| 12/31/2020 | 2,734 | 962 | -2,124 | -1,926 | N/A |
| 9/30/2020 | 2,887 | 1,004 | N/A | N/A | N/A |
| 6/30/2020 | 3,020 | 1,119 | 64 | 252 | N/A |
| 3/31/2020 | 3,382 | 1,434 | N/A | N/A | N/A |
| 12/31/2019 | 3,486 | 1,492 | N/A | 226 | N/A |
| 9/30/2019 | 3,540 | 1,641 | N/A | N/A | N/A |
| 6/30/2019 | 3,465 | 1,586 | N/A | -996 | N/A |
| 3/31/2019 | 3,279 | 1,442 | N/A | N/A | N/A |
| 12/31/2018 | 3,346 | 1,556 | N/A | -587 | N/A |
| 9/30/2018 | 3,273 | 1,483 | N/A | N/A | N/A |
| 6/30/2018 | 3,171 | 1,414 | N/A | -35 | N/A |
| 3/31/2018 | 3,248 | 1,490 | N/A | N/A | N/A |
| 12/31/2017 | 3,145 | 1,406 | N/A | -320 | N/A |
| 9/30/2017 | 2,877 | 1,214 | N/A | N/A | N/A |
| 6/30/2017 | 2,752 | 1,124 | N/A | -4,135 | N/A |
| 3/31/2017 | 2,572 | 1,014 | N/A | N/A | N/A |
| 12/31/2016 | 2,294 | 758 | N/A | -2,124 | N/A |
| 9/30/2016 | 2,215 | 706 | N/A | N/A | N/A |
| 6/30/2016 | 2,088 | 612 | N/A | 120 | N/A |
| 3/31/2016 | 1,919 | 453 | N/A | N/A | N/A |
| 12/31/2015 | 1,937 | 466 | N/A | -2,216 | N/A |
| 9/30/2015 | 1,902 | 391 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BRD 의 연간 예상 수익 증가율(6.6%)이 saving rate(6.8%) 미만입니다.
수익 vs 시장: BRD 의 연간 수익(6.6%)이 RO 시장(7.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: BRD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: BRD 의 수익(연간 5.8%)이 RO 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: BRD 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BRD의 자본 수익률은 3년 후 15.4%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 07:50 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2026/03/31 |
| 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 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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.
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산업 및 섹터 지표
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분석가 소스
BRD - Groupe Société Générale S.A.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andreas Markou | Berenberg |
| Thomas Unger | Erste Group Bank AG |
| Manuela Ogrinja | Eurobank Equities Investment Firm S.A. |