Stevanato Group S.p.A.

NYSE:STVN 주식 리포트

시가총액: US$4.9b

Stevanato Group 과거 순이익 실적

과거 기준 점검 5/6

Stevanato Group은 연평균 1.8%의 비율로 수입이 증가해 온 반면, Life Sciences 산업은 수입이 3.8% 감소했습니다. 매출은 연평균 9%의 비율로 증가했습니다. Stevanato Group의 자기자본이익률은 9.2%이고 순이익률은 11.7%입니다.

핵심 정보

1.76%

순이익 성장률

-0.38%

주당순이익(EPS) 성장률

Life Sciences 산업 성장률21.51%
매출 성장률8.97%
자기자본이익률9.23%
순이익률11.75%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • May 08

STVN: Core Biologics Shift Will Support Future Earnings Power Despite Guidance Reset

Narrative Update Analysts have trimmed Stevanato Group's average price target to reflect the recent cuts to $19, $26, $28 and $32, with updated models indicating a fair value estimate of about $24.81. This is based on slightly lower margin assumptions, a modest adjustment to long term growth, a somewhat lower discount rate, and a higher expected future P/E multiple.
내러티브 업데이트 • Apr 23

STVN: Core Biologics Shift Will Drive Future Earnings Power

Analysts have trimmed their Stevanato Group price targets by several dollars across the Street, now clustering in a $19 to $32 range, as they refresh models after Q4 results and factor in slightly lower long term margin, growth, and P/E assumptions, alongside shifting expectations for GLP-1 and core biologics revenue contributions. Analyst Commentary Recent research updates show analysts marking down their price targets but still drawing a clear line between near term noise and the longer term setup for Stevanato Group, especially around GLP-1 exposure and the broader biologics portfolio.
내러티브 업데이트 • Apr 09

STVN: Biologics And GLP-1 Exposure Will Support Future Upside Potential

Analysts have trimmed the Stevanato Group fair value estimate from $18.09 to $17.50 after a series of reduced Street price targets, citing updated models post Q4 results, a higher discount rate, slightly softer revenue growth and margin assumptions, and a higher future P/E multiple that still reflects support for the core biologics and GLP-1 exposure. Analyst Commentary Recent Street research has largely centered on resetting expectations after Q4, with several bearish analysts trimming price targets while still recognizing the support from biologics and GLP-1 exposure.
내러티브 업데이트 • Mar 26

STVN: Biologics Focus And On Body Delivery Collaboration Will Drive Future Cash Flows

Analyst price targets for Stevanato Group have been reduced across several firms, with cuts ranging from $5.50 to $8 per share as analysts factor in updated Q4 results, a shift in GLP-1 growth expectations, and a greater focus on the core biologics and engineering businesses. Analyst Commentary Recent Street research on Stevanato Group reflects a mix of reduced price targets and generally supportive views on the company’s execution in biologics, premium formats, and GLP-1 related revenue.
내러티브 업데이트 • Mar 11

STVN: Biologics Mix Shift And On Body Delivery Partnership Will Support Future Cash Flows

Analysts have trimmed their consolidated price target on Stevanato Group by $4.09 to $32.00. This reflects updated models after Q4 results, slightly lower fair value assumptions, modestly higher discount rates, and more measured expectations for revenue growth, profit margins, and future P/E, even as they continue to highlight strength in GLP-1 and broader biologics demand.
내러티브 업데이트 • Feb 25

STVN: Large-Volume Self-Administration Partnership Will Support Future Upside Potential

Analysts have trimmed their 12 month price target on Stevanato Group by about $4.90 per share to reflect updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples, citing recent Street research calls that include Jefferies cutting its target by $5.50. Analyst Commentary Bearish analysts are signaling a more cautious stance on Stevanato Group, reflected in reduced 12 month price targets that factor in updated views on fair value, discount rates, revenue growth, profit margins, and future P/E multiples.
내러티브 업데이트 • Feb 09

STVN: Large Volume On-Body Delivery Partnership Will Support Stronger Future Cash Flows

Analysts have nudged their fair value estimate for Stevanato Group slightly higher to US$36.09, citing small adjustments to discount rate assumptions, revenue growth outlook, profit margin expectations, and a refined future P/E framework. What's in the News Datwyler, LTS Device Technologies and Stevanato Group entered a collaboration focused on large volume subcutaneous drug delivery using on-body administration for larger dose volumes (Key Developments).
분석 기사 • Feb 04

Why We're Not Concerned Yet About Stevanato Group S.p.A.'s (NYSE:STVN) 27% Share Price Plunge

Unfortunately for some shareholders, the Stevanato Group S.p.A. ( NYSE:STVN ) share price has dived 27% in the last...
내러티브 업데이트 • Jan 26

STVN: Large Volume Drug Delivery Collaboration Will Support Stronger Future Cash Flows

Analysts have nudged their price target for Stevanato Group slightly higher to $36.08 from $36.05, citing updated assumptions for revenue growth, profit margins, and future P/E that modestly adjust their long term valuation. What's in the News Datwyler, LTS Device Technologies and Stevanato Group announced a collaboration focused on large volume subcutaneous drug delivery, targeting more convenient on body administration of larger doses for patients, with a joint platform to be presented at Pharmapack in Paris on January 21 to 22, 2026 (Key Developments).
내러티브 업데이트 • Jan 11

STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Cash Flows

Analysts now estimate Stevanato Group's fair value price target at approximately US$36.05, a very small adjustment from about US$36.08. This reflects updated views that combine slightly higher revenue growth expectations with modestly lower profit margin assumptions and a marginally higher future P/E outlook.
분석 기사 • Jan 06

Are Stevanato Group S.p.A. (NYSE:STVN) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Stevanato Group fair value estimate is US$16.36 Current share...
Seeking Alpha • Jan 03

Stevanato: Structural Growth Intact, Buy Confirmed

Summary Stevanato's biologics remain the core growth engine supported by a broad pipeline, resilient GLP-1 demand, vial recovery, and a favorable industry backdrop. While Engineering continues to weigh on margins in the short run, the weakness appears cyclical rather than structural, with optimization progressing and limited impact on group fundamentals. After a ~14% pullback, long-term earnings visibility remains strong, supporting higher 2026 profitability assumptions and a higher target price, leading us to maintain a constructive stance. Read the full article on Seeking Alpha
내러티브 업데이트 • Dec 27

STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Cash Flows

Analysts have nudged their price target on Stevanato Group slightly higher to approximately $36.08 per share from about $36.05, citing modestly stronger expectations for revenue growth and profit margins that more than offset a small anticipated decline in the company’s future price to earnings multiple. What's in the News Maintained 2025 revenue guidance, expecting between €1.160 billion and €1.190 billion, signaling confidence in demand and operational execution (Corporate Guidance) Announced a significant expansion of drug delivery system manufacturing capacity in Bad Oeynhausen, Germany, adding over 2,500 square meters of advanced production space to support global pharma and biotech customers (Business Expansions) Invested multi millions in an ISO 8 cleanroom environment equipped for injection molding and automated assembly, aimed at strengthening resilient, Europe based supply chains for partners (Business Expansions) Enhanced the Bad Oeynhausen site to scale production of key devices such as the Aidaptus autoinjector and Alina pen injector platforms, reinforcing the company’s role in patient centric combination products (Business Expansions) Valuation Changes Fair Value Estimate has risen slightly to approximately $36.08 per share from about $36.05.
내러티브 업데이트 • Dec 12

STVN: Expanded Drug Delivery Capacity Will Support Stronger Future Profit Margins

Analysts have modestly trimmed their price target on Stevanato Group to approximately $36.05 from about $36.07, reflecting slightly higher perceived risk via a raised discount rate, which is only partly offset by improved profit margin expectations and a marginally lower forecast valuation multiple. What's in the News Maintained 2025 revenue guidance, with expected revenue in the range of €1.160 billion to €1.190 billion (Corporate guidance) Announced a significant expansion of drug delivery system manufacturing capacity at its Bad Oeynhausen, Germany facility, adding over 2,500 square meters of advanced production space (Business expansion) Invested multiple millions in a new ISO 8 cleanroom, injection molding, and automated assembly operations to support global pharma and biotech partners with resilient European supply chains (Business expansion) Strengthened production capabilities for key platforms, including the Aidaptus autoinjector and Alina pen injector, enhancing its role in patient centric combination products (Business expansion) Valuation Changes Fair Value Estimate: edged down slightly to approximately €36.05 from about €36.07 per share, reflecting a marginally lower intrinsic valuation.
내러티브 업데이트 • Nov 25

STVN: German Facility Expansion Will Drive Stronger Supply Chain Integration

Analysts have slightly lowered their price target for Stevanato Group, adjusting the fair value from $28.80 to $28.78 based on minor updates to growth and profitability expectations. What's in the News Stevanato Group S.p.A. maintained its revenue guidance for 2025, expecting revenues in the range of €1.160 billion to €1.190 billion (Key Developments).
내러티브 업데이트 • Nov 11

STVN: Expansion Of German Manufacturing Facility Will Fuel Future Upside

Narrative Update on Stevanato Group Price Target Analysts have raised their price target for Stevanato Group slightly, increasing it from $28.62 to $28.80. This change is attributed to modest improvements in projected revenue growth and profit margins, despite a higher discount rate.
분석 기사 • Sep 22

Investors Interested In Stevanato Group S.p.A.'s (NYSE:STVN) Earnings

Stevanato Group S.p.A.'s ( NYSE:STVN ) price-to-earnings (or "P/E") ratio of 46.4x might make it look like a strong...
분석 기사 • Aug 08

Here's What Analysts Are Forecasting For Stevanato Group S.p.A. (NYSE:STVN) After Its Second-Quarter Results

NYSE:STVN 1 Year Share Price vs Fair Value Explore Stevanato Group's Fair Values from the Community and select yours A...
분석 기사 • Jun 23

Stevanato Group (NYSE:STVN) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Mar 09

Stevanato: Ramping Syringe Demand, Buy Confirmed

Summary Stevanato's 2024 revenue reached €1.1 billion, surpassing analyst expectations. This growth was driven by Biopharmaceutical and Diagnostic Solutions, despite a challenging year with inventory issues. Investments in expanding facilities in Latina and Fishers aim to meet rising product demand, and a significant sales increase is expected. Supportive CAPEX investment in different GEO provides downside protection in case of tariff war. Stevanato's valuation is supported by sales accelleration and EBITDA growth evolution. Read the full article on Seeking Alpha
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새로운 내러티브 • Nov 20

Engineering Optimization And Capacity Expansion To Unlock Growth Opportunities

Optimizing the Engineering segment and strategic shifts towards ready-to-use systems are expected to drive cost savings, improve margins, and boost productivity.
Seeking Alpha • Nov 13

Stevanato: Supportive Biopharmaceutical And Diagnostic Segment And Destocking Improvement

Summary Q3 2024 sales exceeded estimates, but adj. EBITDA and EPS fell short due to under-utilization and higher costs in the Engineering division. Despite temporary headwinds, we expect sequential margin improvement thanks to high-value solutions and new facilities ramp-up. Long-term growth remains strong, and Stevanato's economic moat remains intact. Looking ahead, we decided to maintain our buy rating target. Read the full article on Seeking Alpha
Seeking Alpha • May 29

Stevanato: Destock Pressures, Long-Term Upside

Summary Stevanato revised its guidance for 2024 due to weaker-than-expected orders and clients' destocking activities. The company's Q1 results show decreased EBITDA and profit, causing investors to sell off shares. Here at the Lab, we remain confident in long-term prospects thanks to capacity expansion and biologics demand. STVN is not trading at a premium compared to its peers. Therefore, we reinstated a buy rating status. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Stevanato: Destocking And Valuation Risk (Rating Downgrade)

Summary Stevanato's peers decided to lower sales growth estimates in 2024 due to clients' destocking activities. The company's EBITDA and net profit declined due to start-up costs and an unfavorable exchange rate effect. Stevanato's valuation looks full compared to its peers. We move our rating to neutral. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Stevanato Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:STVN 매출, 비용 및 순이익 (EUR Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,20314112825
31 Dec 251,18614012525
30 Sep 251,17014112225
30 Jun 251,14513512024
31 Mar 251,12512511926
31 Dec 241,10411811730
30 Sep 241,09411511635
30 Jun 241,08812311337
31 Mar 241,08313611337
31 Dec 231,08514611436
30 Sep 231,05714911736
30 Jun 231,03114711735
31 Mar 231,01014311735
31 Dec 2298414311234
30 Sep 2292413910033
30 Jun 228931229533
31 Mar 228631258631
31 Dec 218441348330
30 Sep 218181238225
30 Jun 217611217922
31 Mar 217181087919
31 Dec 20662797917
31 Dec 1953739778

양질의 수익: STVN는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: STVN의 현재 순 이익률 (11.7%)은 지난해 (11.2%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: STVN의 수익은 지난 5년 동안 연평균 1.8% 증가했습니다.

성장 가속화: 지난 1년간 STVN 의 수익 증가율(12.6%)은 연간 평균(1.8%)을 초과합니다.

수익 대 산업: STVN의 지난 1년 수익 증가율(12.6%)은 Life Sciences 업계의 3.8%를 상회했습니다.

자기자본이익률

높은 ROE: STVN의 자본 수익률(9.2%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 03:59
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Stevanato Group S.p.A.는 17명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Hugo SolvetBNP Paribas
Curtis MoilesBNP Paribas
Michael RyskinBofA Global Research