Coty 향후 성장
Future 기준 점검 3/6
Coty (는) 각각 연간 112.9% 및 0.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 117.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.8% 로 예상됩니다.
핵심 정보
112.9%
이익 성장률
117.58%
EPS 성장률
| Personal Products 이익 성장 | 33.4% |
| 매출 성장률 | 0.9% |
| 향후 자기자본이익률 | 9.82% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 03
COTY: Higher Margin Profile Will Counter Softer Beauty Trends Over Time
Analysts have trimmed their average price target on Coty by a few dollars per share, reflecting more cautious assumptions on long term revenue growth and valuation multiples, while acknowledging a higher projected profit margin. Analyst Commentary Recent Street research on Coty has centered on a series of modest price target cuts in both US dollars and euros, with most firms keeping their broader views intact while fine tuning assumptions on growth and profitability.
내러티브 업데이트 • Apr 19
COTY: Lowered Earnings Visibility Will Pressure P/E Reset And Fragrance Reliance
Analysts have reduced Coty’s fair value estimate from $2.30 to $1.50, reflecting lower price targets across several firms as they incorporate updates to growth, margin and P/E assumptions. Analyst Commentary Recent research reports point to a clear trend of lower price targets for Coty, with multiple bearish analysts revisiting their models and resetting expectations.
내러티브 업데이트 • Apr 05
COTY: Prestige Execution And Higher Future P/E Will Support Earnings Power
Analysts have trimmed their price targets on Coty by about $1 on average, citing lower assumed revenue growth, slightly softer profit margins and a higher discount rate, partially offset by a higher future P/E assumption. Analyst Commentary Recent Street research on Coty has largely centered on modestly lower price targets, with most firms adjusting their models rather than making wholesale changes to their views.내러티브 업데이트 • Mar 22
COTY: Modest P/E Reset And New CEO Will Shape Fragrance Reliance
Analysts have trimmed their average price targets on Coty by around $1 per share, reflecting slightly higher discount rates even as forecasts for revenue growth, profit margins and future P/E multiples remain generally supportive of the long term story. Analyst Commentary Recent Street research on Coty points to a cluster of modest price target reductions across multiple firms in a short time frame.내러티브 업데이트 • Mar 07
COTY: Gucci License Exit And New CEO Will Test Fragrance Reliance
The analyst price target on Coty has been reduced by about $0.50, as analysts factor in lower fair value estimates and more moderate revenue growth and margin assumptions, even as they apply a slightly lower discount rate and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Coty has leaned cautious, with several bearish analysts trimming their price targets in relatively quick succession.내러티브 업데이트 • Feb 21
COTY: Interim CEO Transition And Prestige Execution Will Support Future Earnings Power
Coty's updated analyst price target edges lower, reflecting a fair value move from $8.05 to $6.98 as analysts temper expectations around revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research coverage on Coty has centered on recalibrated price targets, with several firms adjusting their fair value estimates in light of updated views on revenue, margins, and P/E assumptions.내러티브 업데이트 • Feb 06
COTY: Interim CEO And Prestige Execution Will Support Earnings Power
Analysts have nudged their price targets on Coty slightly lower, with cuts such as US$0.10 to US$0.50 revisions from several firms. These adjustments reflect updated views on fair value, discount rates, growth, margins and future P/E assumptions.내러티브 업데이트 • Jan 23
COTY: Interim CEO Appointment Will Support Prestige Launches And Margin Execution
Analysts have trimmed their price targets on Coty by a modest amount, with recent Street research pointing to updated views on fair value, growth, margins and P/E assumptions. These now support an implied value of about US$8.06 per share versus US$7.69 previously.내러티브 업데이트 • Jan 08
COTY: Proprietary Capabilities Will Counter Gucci License Loss Over Time
The analyst price target for Coty has been trimmed to US$4 from US$4.83, as analysts factor in a slightly lower fair value, modestly softer revenue growth assumptions, and the future loss of the Gucci Beauty license. This is partly offset by marginally higher projected profit margins and a lower future P/E multiple.내러티브 업데이트 • Dec 24
COTY: Gucci License Exit Will Test Fragrance Reliance And Proprietary Capabilities
Analysts have trimmed their price target for Coty from $4.50 to $4.00 per share as they weigh stronger long term growth and margin prospects against the looming loss of the Gucci license and the need for greater proprietary innovation. Analyst Commentary Bearish analysts view the Kering and L Oreal transaction as a structural turning point for Coty, sharpening focus on the company’s execution risks and the durability of its growth algorithms.내러티브 업데이트 • Dec 10
COTY: Proprietary Brand Building Will Offset Gucci License Loss Over Time
Analysts have nudged their price target on Coty slightly lower to around $4 per share, reflecting concerns over the long term impact of losing the Gucci beauty license, even as they highlight the need for greater proprietary innovation and brand building. Analyst Commentary Analysts are broadly aligned that the Kering and L Oreal transaction heightens the strategic stakes for Coty, with the loss of key licenses forcing a sharper focus on what can drive sustainable, standalone value over the next several years.내러티브 업데이트 • Nov 26
COTY: Proprietary Brand Development Will Offset Gucci License Headwind
Analysts have lowered their price target for Coty from $5.05 to $4.86 per share, citing increased headwinds due to the forthcoming Gucci license loss and a delay in sales growth recovery. Analyst Commentary Recent analyst perspectives highlight a mix of optimism and caution for Coty as the company faces significant business developments, particularly the loss of the Gucci license and shifting competitive dynamics within the beauty sector.Seeking Alpha • Nov 14
Coty: Too Much Bad News Priced In - Initiating With A Buy
Summary Coty faces near-term headwinds, including Gucci license loss, strategic review of Consumer Beauty, and ongoing litigation, but trades at a steep valuation discount. Coty's core prestige fragrance business remains resilient, with solid cost discipline, manageable leverage, and a diversified portfolio reducing single-brand risk. Potential catalysts for rerating include a successful Brazil divestiture, stabilization in color cosmetics, and evidence of sustained prestige outperformance during key holiday periods. Despite execution and litigation risks, Coty offers an attractive risk/reward profile at 7.3x forward EV/EBITDA and 8.2x P/E, justifying a 'buy' rating. Read the full article on Seeking Alpha내러티브 업데이트 • Sep 18
Easing Destocking And Premium Demand Will Drive Global Expansion
Despite ongoing operational headwinds, weak consumer beauty trends, and lingering management concerns, analysts have modestly raised Coty’s fair value estimate from $4.82 to $5.04, reflecting cautious optimism but requiring clear evidence of stabilization before a more positive stance. Analyst Commentary Weaker than expected fiscal Q4 results and underwhelming first half 2026 guidance; challenges expected to persist for at least two additional quarters.내러티브 업데이트 • Aug 23
Restructured Divisions Will Open New Fragrance And Beauty Frontiers
Coty’s analyst price target was revised down from $6.44 to $4.96 due to weak recent results, persistent operational and market challenges, falling EBITDA expectations, and ongoing skepticism around management's ability to stabilize fundamentals in the near term. Analyst Commentary Weaker-than-expected fiscal Q4 results and guidance, with analysts citing disappointing first half 2026 outlook, ongoing operational issues, and expectations for further declines in adjusted EBITDA over the next two quarters.분석 기사 • Jul 27
Coty Inc. (NYSE:COTY) Looks Inexpensive But Perhaps Not Attractive Enough
Coty Inc.'s ( NYSE:COTY ) price-to-sales (or "P/S") ratio of 0.7x may look like a pretty appealing investment...분석 기사 • Jun 30
Coty (NYSE:COTY) Has A Somewhat Strained 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 • Mar 04
Market Cool On Coty Inc.'s (NYSE:COTY) Revenues Pushing Shares 25% Lower
The Coty Inc. ( NYSE:COTY ) share price has fared very poorly over the last month, falling by a substantial 25%. For...분석 기사 • Feb 20
A Look At The Fair Value Of Coty Inc. (NYSE:COTY)
Key Insights Coty's estimated fair value is US$5.25 based on 2 Stage Free Cash Flow to Equity Coty's US$5.53 share...분석 기사 • Feb 04
Does Coty (NYSE:COTY) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jan 27
Coty: The Inflection Is Near As The Industry Rebounds
Summary Coty stock has underperformed since 2023, but management expects industry recovery and long-term growth, potentially boosting Coty's valuation multiples and stock price. COTY excels in prestige brands, driving growth and better margins, but faces challenges in consumer beauty brands with lower margins and higher competition. Despite a leveraged balance sheet, Coty's revenue and FCF growth projections are promising, with potential for significant returns if the industry stabilizes. Risks include macroeconomic disruptions and balance sheet issues, but Coty remains a solid investment for diversified portfolios with low beauty industry exposure. Read the full article on Seeking Alpha분석 기사 • Dec 20
Investors Still Waiting For A Pull Back In Coty Inc. (NYSE:COTY)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...분석 기사 • Nov 19
Coty Inc.'s (NYSE:COTY) Intrinsic Value Is Potentially 17% Below Its Share Price
Key Insights The projected fair value for Coty is US$5.89 based on 2 Stage Free Cash Flow to Equity Coty's US$7.07...Seeking Alpha • Nov 11
Coty: With The Makeover Now Complete, This Prospect Is A Beauty
Summary Coty's Q1 2025 results showed revenue in line with expectations, but missed earnings per share estimates, leading to a mixed bottom line performance. Despite past volatility and a 13.2% share price drop since 2021, Coty has shown revenue growth and improved cash flow metrics, warranting a soft 'buy' rating. Management's restructuring efforts have significantly reduced leverage and are expected to yield $120 million in annualized savings, enhancing the company's financial stability. Coty's diverse revenue streams, with significant growth in 'growth engine markets', position it attractively. Read the full article on Seeking Alpha분석 기사 • Nov 04
Is Coty (NYSE:COTY) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Oct 13
Why Coty Inc. (NYSE:COTY) Could Be Worth Watching
Coty Inc. ( NYSE:COTY ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Sep 05
Coty Inc.'s (NYSE:COTY) P/S Still Appears To Be Reasonable
With a median price-to-sales (or "P/S") ratio of close to 1.5x in the Personal Products industry in the United States...
새 내러티브 • Aug 27
Innovative Launches And Tactical Focus Elevate Brand Equity And Propel Growth
Coty's robust marketing spend aims at building brand equity and consumer loyalty, expected to drive long-term revenue through brand value enhancement.Seeking Alpha • Aug 21
Coty Q4: Earnings Turnaround Continues Despite Growth Hiccup (Rating Upgrade)
Summary Coty reported its Q4/FY2024 results, showing a hiccup in revenue growth but good underlying profitability under equity mark-to-market losses. The given FY2025 guidance expects Coty's good momentum to continue after the Q4 hiccup, being positive amid an uncertain macroeconomic backdrop. Coty's valuation has gotten fairer after my previous article, constituting a rating upgrade. Read the full article on Seeking Alpha분석 기사 • Jul 31
Does Coty (NYSE:COTY) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jul 09
Coty: Smelling Sweeter But Not Enticing Enough To Buy
Summary Coty Inc. has been steadily growing since its 2019 turnaround plan, but long-term guidance may be too optimistic. Recent results show positive growth, but future targets may be challenging to achieve, leading to concerns about management's guidance and valuation. The company has significant capex and pays a lot of its EBITDA out through interest expense, so I'm willing to pay more for higher quality peers that don’t have Coty’s issues. Read the full article on Seeking Alpha분석 기사 • Jun 24
With EPS Growth And More, Coty (NYSE:COTY) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • May 27
Market Participants Recognise Coty Inc.'s (NYSE:COTY) Earnings
With a price-to-earnings (or "P/E") ratio of 44.2x Coty Inc. ( NYSE:COTY ) may be sending very bearish signals at the...분석 기사 • May 13
Is It Time To Consider Buying Coty Inc. (NYSE:COTY)?
Coty Inc. ( NYSE:COTY ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Apr 29
Is Coty Inc. (NYSE:COTY) Trading At A 43% Discount?
Key Insights The projected fair value for Coty is US$20.15 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Apr 14
Does Coty (NYSE:COTY) Have A Healthy 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 • Mar 17
With EPS Growth And More, Coty (NYSE:COTY) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 5,954 | 225 | 434 | 722 | 10 |
| 6/30/2027 | 5,808 | 151 | 400 | 687 | 16 |
| 6/30/2026 | 5,736 | -511 | 288 | 660 | 11 |
| 3/31/2026 | 5,790 | -546 | 311 | 505 | N/A |
| 12/31/2025 | 5,807 | -543 | 391 | 586 | N/A |
| 9/30/2025 | 5,799 | -396 | 299 | 490 | N/A |
| 6/30/2025 | 5,893 | -381 | 278 | 493 | N/A |
| 3/31/2025 | 6,004 | -409 | 359 | 586 | N/A |
| 12/31/2024 | 6,090 | 0 | 294 | 538 | N/A |
| 9/30/2024 | 6,148 | 158 | 236 | 496 | N/A |
| 6/30/2024 | 6,118 | 76 | 369 | 615 | N/A |
| 3/31/2024 | 6,106 | 206 | 291 | 543 | N/A |
| 12/31/2023 | 6,010 | 311 | 347 | 588 | N/A |
| 9/30/2023 | 5,806 | 368 | 439 | 649 | N/A |
| 6/30/2023 | 5,554 | 495 | 403 | 626 | N/A |
| 3/31/2023 | 5,371 | 179 | 291 | 488 | N/A |
| 12/31/2022 | 5,268 | 124 | 447 | 637 | N/A |
| 9/30/2022 | 5,323 | 78 | 400 | 604 | N/A |
| 6/30/2022 | 5,304 | 56 | 553 | 727 | N/A |
| 3/31/2022 | 5,199 | 120 | 629 | 792 | N/A |
| 12/31/2021 | 5,040 | 70 | 432 | 581 | N/A |
| 9/30/2021 | 4,878 | -159 | 414 | 562 | N/A |
| 6/30/2021 | 4,630 | -166 | 145 | 319 | N/A |
| 3/31/2021 | 4,128 | -641 | -174 | 31 | N/A |
| 12/31/2020 | 4,163 | -951 | -274 | -40 | N/A |
| 9/30/2020 | 4,431 | -1,017 | -300 | -48 | N/A |
| 6/30/2020 | 4,718 | -1,100 | -318 | -51 | N/A |
| 3/31/2020 | 3,912 | -3,325 | 91 | 393 | N/A |
| 12/31/2019 | 4,840 | -3,026 | N/A | 864 | N/A |
| 9/30/2019 | 5,668 | -3,880 | N/A | 761 | N/A |
| 6/30/2019 | 6,288 | -3,905 | N/A | 640 | N/A |
| 3/31/2019 | 8,833 | -1,166 | N/A | 676 | N/A |
| 12/31/2018 | 9,065 | -1,231 | N/A | 344 | N/A |
| 9/30/2018 | 9,191 | -161 | N/A | 341 | N/A |
| 6/30/2018 | 6,842 | -403 | N/A | 414 | N/A |
| 3/31/2018 | 9,340 | -292 | N/A | 240 | N/A |
| 12/31/2017 | 9,149 | -379 | N/A | 402 | N/A |
| 9/30/2017 | 8,808 | -442 | N/A | 764 | N/A |
| 6/30/2017 | 7,650 | -422 | N/A | 758 | N/A |
| 3/31/2017 | 6,485 | -148 | N/A | 763 | N/A |
| 12/31/2016 | 5,403 | -11 | N/A | 648 | N/A |
| 9/30/2016 | 4,317 | 31 | N/A | 370 | N/A |
| 6/30/2016 | 4,349 | 157 | N/A | 501 | N/A |
| 3/31/2016 | 4,293 | 209 | N/A | 583 | N/A |
| 12/31/2015 | 4,276 | 311 | N/A | 688 | N/A |
| 9/30/2015 | 4,325 | 348 | N/A | 617 | N/A |
| 6/30/2015 | 4,395 | 233 | N/A | 526 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: COTY 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: COTY (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: COTY 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: COTY 의 수익(연간 0.9%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: COTY 의 수익(연간 0.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: COTY의 자본 수익률은 3년 후 9.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 03:22 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Coty Inc.는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mariano Szachtman | Banco Santander |
| Lauren Lieberman | Barclays |
| Lauren Lieberman | Barclays |