E Ink Holdings 향후 성장
Future 기준 점검 2/6
E Ink Holdings (는) 각각 연간 19.1% 및 16% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.4% 로 예상됩니다.
핵심 정보
19.1%
이익 성장률
19.09%
EPS 성장률
| Electronic 이익 성장 | 33.3% |
| 매출 성장률 | 16.0% |
| 향후 자기자본이익률 | 20.39% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 01
8069: Automotive Exterior Adoption Will Shape Future Profitability Outlook
Analysts kept their NT$153.0 price target for E Ink Holdings unchanged, citing only modest tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially shift their overall valuation view. What's in the News BMW unveiled the BMW iX3 Flow Edition at the Beijing Auto Show 2026, using E Ink Prism in what is described as the world’s first integration of this technology in a series-ready automobile exterior (Key Developments).
내러티브 업데이트 • Apr 16
8069: Ecosystem Partnerships And Green Signage Will Support Future Margin Expansion
Analysts have maintained their NT$295.00 price target for E Ink Holdings, citing only slight adjustments to assumptions around revenue growth, profit margins, discount rate, and future P/E as they refine their valuation models. Valuation Changes Fair Value: NT$295.00 remains unchanged, so the updated model still points to the same central valuation level.내러티브 업데이트 • Apr 02
8069: Revised P/E Assumptions Will Shape Future Profitability Outlook
The analyst price target for E Ink Holdings has moved from NT$205.00 to NT$153.00, with analysts citing updated fair value and P/E assumptions, along with revised revenue growth and profit margin forecasts, as the key drivers of this change. Valuation Changes Fair Value: NT$205.00 to NT$153.00, indicating a material reduction in the implied valuation level.내러티브 업데이트 • Mar 19
8069: Ecosystem Partnerships And Green Signage Will Support Higher Margins And Low-Carbon Expansion
Analysts have reduced their price target for E Ink Holdings from NT$350.57 to NT$295.00, citing updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a lower expected future P/E. Valuation Changes Fair Value: NT$350.57 adjusted down to NT$295.00, indicating a lower central value estimate for E Ink Holdings.내러티브 업데이트 • Mar 05
8069: Higher Discount Rate Will Still Support Robust Future Profitability
Analysts now see fair value for E Ink Holdings at NT$205, down from NT$223, reflecting updated assumptions for a higher discount rate, more moderate revenue growth, slightly lower profit margins, and a marginally higher future P/E multiple. Valuation Changes Fair Value: NT$205, previously NT$223, indicating a moderate cut to the estimated equity value.내러티브 업데이트 • Feb 19
8069: Ecosystem Partnerships And Green Signage Will Support Higher Margins And Low-Carbon Expansion
Analysts have trimmed their price target on E Ink Holdings from roughly NT$355 to about NT$351, reflecting slightly softer revenue growth assumptions, a modestly lower discount rate, a marginally higher profit margin outlook, and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: Adjusted slightly from NT$354.99 to NT$350.57, indicating a modest reduction in the central valuation estimate.
내러티브 업데이트 • Feb 05
8069: Green ePaper Partnerships Will Support Long-Term Energy-Efficient Display Demand
Analysts have trimmed their fair value estimate for E Ink Holdings from $275.15 to $266.83 as they factor in a slightly higher discount rate and more moderate revenue growth assumptions, partly offset by a marginally stronger profit margin outlook and a steady future P/E framework. Valuation Changes Fair Value Estimate trimmed from NT$275.15 to NT$266.83, reflecting a small reduction in the implied valuation range.내러티브 업데이트 • Jan 22
8069: Ecosystem Partnerships And Green Signage Will Support Profitable Low-Carbon Expansion
Analysts have raised their price target on E Ink Holdings to US$354.99 from US$350.88, citing small upward adjustments to fair value assumptions, discount rate, revenue growth and profit margin expectations, along with a steady future P/E framework. What's in the News C3, an E Ink ecosystem partner, is setting up Pixel Paper Labs in Sri Lanka as the country's first dedicated ePaper product design and development facility for both local and international markets (Key Developments).내러티브 업데이트 • Jan 07
8069: Green ePaper Partnerships Will Drive Long-Term Energy-Efficient Display Demand
Analysts have adjusted their price target on E Ink Holdings slightly higher to reflect updated assumptions around discount rates, revenue growth of about 16.20% and a profit margin near 30.06%, while keeping their fair value estimate broadly unchanged. What's in the News C3, an ecosystem partner of E Ink, is setting up Pixel Paper Labs in Sri Lanka as the country’s first dedicated ePaper product design and development facility, focused on low power digital signage, retail, logistics, education, and smart city uses (Key Developments).내러티브 업데이트 • Dec 17
8069: Color Epaper Partnerships Will Drive Profitable Expansion In Low-Carbon Displays
Analysts have reduced their price target on E Ink Holdings by roughly 10 percent to reflect more moderate revenue growth assumptions and a higher discount rate, partly offset by stronger expected profit margins and a lower future P/E multiple. What's in the News C3, an ecosystem partner of E Ink, is launching Pixel Paper Labs in Sri Lanka as the country's first dedicated ePaper design and development facility, targeting smart city, retail, logistics, education, and digital signage applications through a collaborative innovation hub for startups and researchers (Key Developments).내러티브 업데이트 • Dec 03
8069: Future Green Display Expansion Will Drive Long-Term Energy-Efficient Revenue
Analysts have trimmed their price target for E Ink Holdings by approximately 16 percent to around $275, citing slightly lower long term revenue growth expectations and a modestly reduced future earnings multiple, while margin and discount rate assumptions remain broadly stable. What's in the News C3, an E Ink ecosystem partner, is launching Pixel Paper Labs in Sri Lanka to design and manufacture ePaper products for global markets.내러티브 업데이트 • Nov 19
8069: Future Sustainability Initiatives Will Drive Energy Efficiency and Green Revenue
Analysts have revised their price target for E Ink Holdings downward from $333.85 to $327.00. This revision is due to slight adjustments to profit margin expectations and an updated discount rate, despite continued healthy top-line growth projections.내러티브 업데이트 • Aug 16
Digital Shelf Labels And Eco-Friendly Signage Will Expand Global Markets
The consensus analyst price target for E Ink Holdings has been raised to NT$322.38, primarily reflecting a higher forward P/E multiple despite essentially stable net profit margins. What's in the News E Ink Holdings launched an innovative ePaper touchpad for Intel-based AI PCs, integrating Intel Smart Base, IPF, and AI Assistant Builder technologies to deliver an ergonomic, eco-friendly touch interface with AI-powered personalization and low power consumption.
새로운 내러티브 • Nov 19
Diversification And Partnerships Drive E-Paper Growth
Diversification into color e-paper and new markets could boost revenue through expanded applications in fashion, art, and automotive industries.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 56,781 | 18,868 | 14,664 | 17,827 | 4 |
| 12/31/2027 | 49,582 | 16,292 | 10,600 | 16,390 | 11 |
| 12/31/2026 | 40,558 | 14,487 | 7,778 | 12,509 | 2 |
| 3/31/2026 | 36,690 | 11,103 | 5,720 | 10,142 | N/A |
| 12/31/2025 | 36,116 | 10,515 | 5,310 | 9,600 | N/A |
| 9/30/2025 | 38,775 | 12,918 | 6,428 | 9,421 | N/A |
| 6/30/2025 | 37,549 | 10,695 | 4,738 | 8,078 | N/A |
| 3/31/2025 | 34,580 | 9,740 | 5,158 | 8,164 | N/A |
| 12/31/2024 | 32,163 | 8,867 | 4,198 | 7,106 | N/A |
| 9/30/2024 | 28,321 | 6,585 | 2,782 | 5,610 | N/A |
| 6/30/2024 | 25,953 | 6,979 | 3,027 | 5,673 | N/A |
| 3/31/2024 | 25,533 | 7,384 | 5,263 | 7,558 | N/A |
| 12/31/2023 | 27,120 | 7,814 | 8,167 | 10,626 | N/A |
| 9/30/2023 | 29,830 | 8,412 | 6,980 | 10,586 | N/A |
| 6/30/2023 | 31,113 | 10,253 | 7,254 | 10,800 | N/A |
| 3/31/2023 | 31,329 | 10,206 | 5,489 | 9,078 | N/A |
| 12/31/2022 | 30,061 | 9,912 | 2,894 | 6,031 | N/A |
| 9/30/2022 | 28,285 | 9,441 | 6,084 | 8,089 | N/A |
| 6/30/2022 | 24,578 | 6,427 | 3,713 | 5,404 | N/A |
| 3/31/2022 | 21,176 | 5,444 | 2,624 | 4,406 | N/A |
| 12/31/2021 | 19,651 | 5,150 | 2,817 | 4,690 | N/A |
| 9/30/2021 | 17,141 | 4,799 | 2,264 | 3,799 | N/A |
| 6/30/2021 | 17,196 | 4,398 | 3,296 | 4,805 | N/A |
| 3/31/2021 | 16,876 | 3,982 | 4,492 | 5,530 | N/A |
| 12/31/2020 | 15,363 | 3,603 | 4,057 | 4,917 | N/A |
| 9/30/2020 | 14,538 | 3,201 | 2,476 | 3,198 | N/A |
| 6/30/2020 | 13,745 | 3,525 | 2,089 | 2,670 | N/A |
| 3/31/2020 | 13,569 | 3,433 | 2,572 | 3,120 | N/A |
| 12/31/2019 | 13,602 | 3,084 | N/A | 3,145 | N/A |
| 9/30/2019 | 13,902 | 3,342 | N/A | 5,280 | N/A |
| 6/30/2019 | 14,209 | 3,034 | N/A | 5,127 | N/A |
| 3/31/2019 | 14,266 | 3,011 | N/A | 4,544 | N/A |
| 12/31/2018 | 14,209 | 2,614 | N/A | 2,854 | N/A |
| 9/30/2018 | 13,980 | 2,208 | N/A | 2,093 | N/A |
| 6/30/2018 | 14,805 | 2,589 | N/A | 3,690 | N/A |
| 3/31/2018 | 14,883 | 2,829 | N/A | 3,762 | N/A |
| 12/31/2017 | 15,203 | 2,928 | N/A | 5,515 | N/A |
| 9/30/2017 | 15,173 | 3,317 | N/A | 5,446 | N/A |
| 6/30/2017 | 14,826 | 2,636 | N/A | 5,189 | N/A |
| 3/31/2017 | 14,721 | 2,358 | N/A | 4,358 | N/A |
| 12/31/2016 | 14,006 | 1,973 | N/A | 4,828 | N/A |
| 9/30/2016 | 13,330 | 2,134 | N/A | 4,421 | N/A |
| 6/30/2016 | 13,207 | 2,646 | N/A | 3,914 | N/A |
| 3/31/2016 | 13,101 | 2,322 | N/A | 3,522 | N/A |
| 12/31/2015 | 13,307 | 2,401 | N/A | 2,460 | N/A |
| 9/30/2015 | 13,959 | 2,700 | N/A | 3,139 | N/A |
| 6/30/2015 | 13,419 | 2,175 | N/A | 2,538 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 8069 의 연간 예상 수익 증가율(19.1%)이 saving rate(1.3%)보다 높습니다.
수익 vs 시장: 8069 의 연간 수익(19.1%)이 TW 시장(26.1%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 8069 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 8069 의 수익(연간 16%)이 TW 시장(연간 18.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 8069 의 수익(연간 16%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 8069의 자본 수익률은 3년 후 20.4%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 09:36 |
| 종가 | 2026/05/21 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
E Ink Holdings Inc.는 20명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Wanping Yeh | Barclays |
| Lin-Ya Kao | BofA Global Research |
| null null | Capital Securities Corporation |