Sinch 향후 성장
Future 기준 점검 4/6
Sinch (는) 각각 연간 35% 및 3.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 37.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.3% 로 예상됩니다.
핵심 정보
35.0%
이익 성장률
37.66%
EPS 성장률
| Software 이익 성장 | 32.6% |
| 매출 성장률 | 3.3% |
| 향후 자기자본이익률 | 6.33% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 08 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 10h
Sinch AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Sinch AB (publ) ( STO:SINCH ) just released its latest quarterly results and things are looking bullish. It was overall...
내러티브 업데이트 • Apr 09
SINCH: Future Upside Will Depend On Executing AI Agent Rollout
Sinch's updated analyst price target increases slightly to SEK 32.64 from SEK 32.21, as analysts balance mixed rating changes and price targets with adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent research shows a split in how analysts view Sinch, with some highlighting upside potential and others focusing on execution risks and rating downgrades.내러티브 업데이트 • Mar 26
SINCH: Future Upside Will Hinge On AI Agent Execution
Sinch’s analyst price target range is now SEK 18 to SEK 29, reflecting a mix of lower targets such as Goldman Sachs at SEK 18 and higher ones like SEK 29, as analysts reassess the stock based on updated ratings and sector views. Analyst Commentary Recent Street research on Sinch shows a split view, with some analysts turning more constructive while others stay cautious or move to more neutral stances.내러티브 업데이트 • Mar 09
SINCH: Future Repricing Will Depend On Execution Of AI Agent Rollout
Sinch's updated fair value estimate has moved lower to SEK 32.21 from SEK 35.94. This reflects a reduced blended analyst price target as several firms trimmed or moderated their views on the stock, while one raised its target to SEK 29.내러티브 업데이트 • Feb 08
SINCH: Future Repricing Hinges On Execution And Profitability Delivery
Analysts have nudged their price expectations for Sinch higher, with the fair value estimate moving from SEK 35.57 to about SEK 35.94. They cite recent sector-wide rating adjustments and updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
내러티브 업데이트 • Jan 24
SINCH: Share Buybacks And Sector Reappraisal Will Support Future Upside
The updated analyst price target for Sinch edges down from SEK 46.00 to SEK 45.00. Analysts cite a slightly higher discount rate, modest adjustments to long term growth and margin assumptions, and a recent sector rating shift that included a downgrade to Underweight as key factors behind the change.분석 기사 • Jan 17
Does Sinch (STO:SINCH) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...내러티브 업데이트 • Jan 10
SINCH: Share Buybacks Will Support Future Upside Despite Cautious Margin Outlook
Analysts have kept their fair value estimate for Sinch steady at SEK 46.00. The unchanged target reflects a balance between a slightly lower discount rate and more cautious assumptions on revenue growth, profit margins and future P/E multiples.분석 기사 • Dec 27
Improved Revenues Required Before Sinch AB (publ) (STO:SINCH) Shares Find Their Feet
Sinch AB (publ)'s ( STO:SINCH ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now...내러티브 업데이트 • Dec 26
SINCH: Share Buybacks And Margin Expansion Will Drive Stronger Future Upside
Analysts have modestly trimmed their price target on Sinch, reflecting a slight recalibration of discount rate assumptions and future earnings multiples. At the same time, long term revenue growth and profit margin forecasts have edged higher, leaving the updated fair value estimate essentially unchanged at SEK 46.00.내러티브 업데이트 • Dec 12
SINCH: Share Buybacks Will Support Stronger Future Earnings Per Share
Analysts have modestly raised their price target for Sinch from $44.00 to $46.00, citing a slightly higher long term valuation multiple, despite marginally softer assumptions for revenue growth and profit margins. What's in the News Completed share buyback of 15,279,642 shares, equal to 1.81% of outstanding capital, for a total consideration of SEK 519 million under the program announced on August 12, 2025 (company disclosure) The buyback window ran from July 24, 2025 to September 30, 2025, signaling continued capital return to shareholders and management confidence in the equity valuation (company disclosure) The finalization of the SEK 519 million repurchase provides incremental support to earnings per share metrics through a lower share count in future reporting periods (company disclosure) Valuation Changes Fair Value: risen slightly from SEK 44.0 to SEK 46.0, reflecting a modestly higher long term valuation.내러티브 업데이트 • Nov 27
SINCH: Share Repurchase Will Return Value to Shareholders in 2025
Analysts have raised their price target for Sinch, increasing it from $35.57 to $35.57. They cite improved revenue growth projections, higher expected profit margins, and a lower anticipated future price-to-earnings ratio, despite a slight uptick in discount rate assumptions.내러티브 업데이트 • Nov 06
SINCH: Share Repurchase Program Will Drive Larger US Customer Engagement Reach
Analysts have slightly increased their price target for Sinch, raising it by $0.14 to $35.57. This change reflects marginal improvements in profit margin, along with a modest reduction in the discount rate.내러티브 업데이트 • Oct 22
Analysts Slightly Raise Sinch Price Target as Company Launches RCS and Expands Buyback Program
Analysts have marginally increased their price target for Sinch from $35.29 to $35.43. They cite slight improvements in fair value and a modestly reduced discount rate as reasons supporting the updated assessment.분석 기사 • Oct 10
Sinch (STO:SINCH) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Oct 08
AI And Messaging Integration Will Unlock Digital Opportunities
Narrative Update on Sinch: Analyst Price Target Adjustment Analysts have raised their price target for Sinch, increasing it by $0.66 to $35.29. Modest shifts in profit expectations and discount rates indicate a slightly improved outlook for the company.분석 기사 • Aug 12
Are Investors Undervaluing Sinch AB (publ) (STO:SINCH) By 42%?
OM:SINCH 1 Year Share Price vs Fair Value Explore Sinch's Fair Values from the Community and select yours Key Insights...분석 기사 • Jul 25
Sinch AB (publ) Just Missed EPS By 55%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Sinch AB (publ) ( STO:SINCH ) shareholders, with its shares surging 17% to kr34.50 in...분석 기사 • Jul 24
Sinch AB (publ) (STO:SINCH) Stock Catapults 46% Though Its Price And Business Still Lag The Industry
Despite an already strong run, Sinch AB (publ) ( STO:SINCH ) shares have been powering on, with a gain of 46% in the...새 내러티브 • Jul 23
AI And Messaging Integration Will Unlock Digital Opportunities
Advanced AI integration and platform innovation enhance customer engagement, drive new revenue streams, and strengthen Sinch's competitive differentiation.분석 기사 • Jul 07
Sinch (STO:SINCH) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • May 22
Sinch AB (publ)'s (STO:SINCH) Shares Bounce 28% But Its Business Still Trails The Industry
Sinch AB (publ) ( STO:SINCH ) shareholders would be excited to see that the share price has had a great month, posting...분석 기사 • Apr 05
Sinch AB (publ) (STO:SINCH) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough
Sinch AB (publ) ( STO:SINCH ) shares have had a horrible month, losing 26% after a relatively good period beforehand...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 29,556 | 1,141 | 2,495 | 3,158 | 5 |
| 12/31/2027 | 27,938 | 944 | 2,132 | 2,744 | 8 |
| 12/31/2026 | 26,822 | 726 | 1,903 | 2,599 | 7 |
| 3/31/2026 | 26,979 | 368 | 1,928 | 2,561 | N/A |
| 12/31/2025 | 27,531 | 217 | 1,449 | 2,103 | N/A |
| 9/30/2025 | 28,489 | -356 | 1,396 | 2,055 | N/A |
| 6/30/2025 | 28,953 | -6,441 | 1,447 | 2,097 | N/A |
| 3/31/2025 | 29,357 | -6,371 | 1,827 | 2,451 | N/A |
| 12/31/2024 | 29,093 | -6,413 | 2,355 | 2,944 | N/A |
| 9/30/2024 | 28,893 | -5,944 | 2,195 | 2,766 | N/A |
| 6/30/2024 | 29,020 | 196 | 2,579 | 3,191 | N/A |
| 3/31/2024 | 28,997 | 31 | 1,525 | 2,129 | N/A |
| 12/31/2023 | 29,128 | 42 | 1,159 | 1,788 | N/A |
| 9/30/2023 | 29,235 | -329 | 1,375 | 2,034 | N/A |
| 6/30/2023 | 29,067 | -5,139 | 1,254 | 1,898 | N/A |
| 3/31/2023 | 28,568 | -5,109 | 1,912 | 2,580 | N/A |
| 12/31/2022 | 28,096 | -4,943 | 1,865 | 2,508 | N/A |
| 9/30/2022 | 25,666 | -4,264 | 1,471 | 2,007 | N/A |
| 6/30/2022 | 22,407 | 767 | 386 | 791 | N/A |
| 3/31/2022 | 19,475 | 854 | -387 | -118 | N/A |
| 12/31/2021 | 16,275 | 907 | 150 | 329 | N/A |
| 9/30/2021 | 14,039 | 670 | -348 | -195 | N/A |
| 6/30/2021 | 11,879 | 500 | 266 | 403 | N/A |
| 3/31/2021 | 9,819 | 490 | 771 | 906 | N/A |
| 12/31/2020 | 8,093 | 446 | 338 | 454 | N/A |
| 9/30/2020 | 6,603 | 325 | 553 | 642 | N/A |
| 6/30/2020 | 6,042 | 297 | 476 | 557 | N/A |
| 3/31/2020 | 5,597 | 313 | 356 | 424 | N/A |
| 12/31/2019 | 5,074 | 275 | N/A | 327 | N/A |
| 9/30/2019 | 4,668 | 283 | N/A | 284 | N/A |
| 6/30/2019 | 4,431 | 253 | N/A | 214 | N/A |
| 3/31/2019 | 4,252 | 228 | N/A | 294 | N/A |
| 12/31/2018 | 4,008 | 180 | N/A | 305 | N/A |
| 9/30/2018 | 3,762 | 166 | N/A | 274 | N/A |
| 6/30/2018 | 3,565 | 140 | N/A | 227 | N/A |
| 3/31/2018 | 3,307 | 110 | N/A | 94 | N/A |
| 12/31/2017 | 3,076 | 134 | N/A | 51 | N/A |
| 9/30/2017 | 2,792 | 86 | N/A | 56 | N/A |
| 6/30/2017 | 2,604 | 90 | N/A | 115 | N/A |
| 3/31/2017 | 2,155 | 86 | N/A | 64 | N/A |
| 12/31/2016 | 1,803 | 71 | N/A | 59 | N/A |
| 6/30/2016 | 1,088 | 42 | N/A | 40 | N/A |
| 3/31/2016 | 1,029 | 51 | N/A | 50 | N/A |
| 12/31/2015 | 971 | 48 | N/A | 75 | N/A |
| 9/30/2015 | 910 | 50 | N/A | 69 | N/A |
| 6/30/2015 | 848 | 53 | N/A | 95 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SINCH 의 연간 예상 수익 증가율(35%)이 saving rate(2%)보다 높습니다.
수익 vs 시장: SINCH 의 연간 수익(35%)이 Swedish 시장(8.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: SINCH 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: SINCH 의 수익(연간 3.3%)이 Swedish 시장(연간 0.04%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: SINCH 의 수익(연간 3.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SINCH의 자본 수익률은 3년 후 6.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 17:47 |
| 종가 | 2026/05/11 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 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
Sinch AB (publ)는 11명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | ABG Sundal Collier |
| Andreas Markou | Berenberg |
| Victor Cheng | BofA Global Research |