Befesa S.A.

XTRA:BFSA Voorraadrapport

Marktkapitalisatie: €1.4b

Befesa Toekomstige groei

Future criteriumcontroles 1/6

Befesa zal naar verwachting groeien in winst en omzet met respectievelijk 11.2% en 6.2% per jaar. De winst per aandeel zal naar verwachting groeien met 11.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11.5% zijn.

Belangrijke informatie

11.2%

Groei van de winst

11.18%

Groei van de winst per aandeel

Commercial Services winstgroei17.8%
Inkomstengroei6.2%
Toekomstig rendement op eigen vermogen11.55%
Dekking van analisten

Good

Laatst bijgewerkt19 May 2026

Recente toekomstige groei-updates

Analyseartikel Aug 02

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Befesa S.A. ( ETR:BFSA ) recently reported its interim numbers. Results look mixed - while revenue...
Analyseartikel Jul 31

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Last week, you might have seen that Befesa S.A. ( ETR:BFSA ) released its half-year result to the market. The early...

Recent updates

Narratiefupdate Apr 27

BFSA: Higher P/E Assumptions Will Support A Re Rating Narrative

Analysts have lifted their average price target on Befesa by about €2.50 to roughly €39.50, citing updated assumptions on revenue growth, profit margins and future P/E multiples that are in line with recent target increases from several banks. Analyst Commentary Recent research updates on Befesa have focused on fine tuning valuation assumptions as price targets move into the mid to high €30s.
Narratiefupdate Apr 13

BFSA: Slightly Higher Assumptions And Lower Discount Rate May Support Re Rating

Analysts have raised their average price target on Befesa by €1, citing research updates that reflect slightly higher long term growth and profitability assumptions, along with a modestly lower discount rate in their valuation models. Analyst Commentary Recent research on Befesa has focused on fine tuning price targets rather than making sweeping changes to ratings.
Narratiefupdate Mar 30

BFSA: Higher Revenue And Margin Assumptions Will Support Future Re Rating Potential

Analysts have maintained Befesa's fair value estimate at €33.00, while recent price target increases from Deutsche Bank, Berenberg and Citi indicate slightly stronger confidence, supported by modestly higher revenue growth, profit margin and future P/E assumptions in updated models. Analyst Commentary Recent research updates have lifted formal price targets into a €36 to €40 range, but the tone around the shares is not uniformly upbeat.
Narratiefupdate Mar 16

BFSA: Higher P/E Assumptions And Modest Margin Gains Will Drive Future Upside Potential

Analysts have increased the fair value estimate for Befesa by €1 to €33. They point to updated assumptions around revenue growth, profit margins and future P/E multiples that align broadly with recent Street price target increases into the €36 to €40 range.
Narratiefupdate Mar 02

BFSA: Revised Profitability And P/E Assumptions Will Shape Future Risk Reward Balance

Analysts have lifted their price target on Befesa by €4 to €32, citing updated assumptions for revenue growth, profit margins, and future P/E that support a slightly lower discount rate in their valuation work. Analyst Commentary While the higher €32 price target reflects updated assumptions in the latest research, bearish analysts are still flagging several risks that they feel limit upside and keep them cautious on the stock.
Narratiefupdate Feb 16

BFSA: Higher Profitability Assumptions Will Shape Future Risk Reward Balance

Analysts have raised their price target on Befesa by €4 to €32. This reflects updated views on fair value, revenue growth, profit margins and future P/E assumptions.
Narratiefupdate Feb 01

BFSA: Refined Discount Rate And Margins Will Support Future Earnings Re Rating

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around the discount rate, revenue growth, profit margin and future P/E. These factors together support a slightly more cautious stance, while keeping the overall fair value framework broadly unchanged.
Narratiefupdate Jan 18

BFSA: Refined Discount Rate And Margin Outlook Will Support Long Term Earnings

Analysts have trimmed their price target on Befesa to €29 from €30, citing refreshed assumptions around discount rates, revenue growth, profit margin and future P/E that support a slightly more cautious stance while keeping the overall fair value framework broadly unchanged. Analyst Commentary Recent commentary points to a more fine tuned view of Befesa, with the updated €29 price target reflecting refreshed model inputs rather than a radical shift in conviction.
Analyseartikel Jan 06

At €30.54, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

While Befesa S.A. ( ETR:BFSA ) might not have the largest market cap around , it saw a decent share price growth of 13...
Narratiefupdate Jan 04

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Long Term Earnings Outlook

Narrative Update on Befesa Analysts have modestly lifted their blended price target on Befesa, reflecting a more optimistic view on long term profitability and valuation multiples, even as near term revenue growth expectations have been tempered. Analyst Commentary Recent Street research on Befesa presents a mixed but gradually improving outlook, with modest adjustments to price targets reflecting evolving views on the company’s execution and earnings trajectory.
Analyseartikel Dec 19

Is Befesa (ETR:BFSA) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narratiefupdate Dec 15

BFSA: Steel Dust Recycling Expansion Will Drive Stronger Earnings Outlook

Analysts have modestly increased their price target on Befesa from EUR 42 to EUR 44, reflecting slightly stronger revenue growth expectations and sector tailwinds highlighted in recent research, despite only incremental changes to margins and discount rates. Analyst Commentary Bullish analysts have become incrementally more constructive on Befesa over recent weeks, highlighting improving growth prospects in core end markets and a clearer execution path on expansion projects.
Analyseartikel Sep 24

Befesa S.A.'s (ETR:BFSA) Subdued P/E Might Signal An Opportunity

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
Narratiefupdate Sep 20

Decarbonization And Circular Economy Will Expand Recycling Demand

Analysts have modestly raised Befesa’s price target to €36.94, highlighting its strong market position, earnings momentum, capital discipline, and attractive valuation despite some near-term volume and pricing headwinds. Analyst Commentary Bullish analysts highlight Befesa’s strong positioning to benefit from growth in the steel dust recycling market.
Analyseartikel Aug 02

Befesa S.A. (ETR:BFSA) Half-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

As you might know, Befesa S.A. ( ETR:BFSA ) recently reported its interim numbers. Results look mixed - while revenue...
Analyseartikel May 30

Is Befesa (ETR:BFSA) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel May 14

Investors Still Aren't Entirely Convinced By Befesa S.A.'s (ETR:BFSA) Earnings Despite 26% Price Jump

The Befesa S.A. ( ETR:BFSA ) share price has done very well over the last month, posting an excellent gain of 26%. But...
Analyseartikel Apr 30

Is There An Opportunity With Befesa S.A.'s (ETR:BFSA) 41% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Befesa fair value estimate is €42.51 Befesa's €25.20 share...
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Nieuw narratief Feb 11

Palmerton Expansion And Cost Reductions Will Improve US Zinc Recycling Operations

Befesa anticipates significant EBITDA growth from improved zinc hedging, expanded U.S. recycling, and cost reductions in zinc refining operations.
Analyseartikel Jan 31

Fewer Investors Than Expected Jumping On Befesa S.A. (ETR:BFSA)

It's not a stretch to say that Befesa S.A.'s ( ETR:BFSA ) price-to-earnings (or "P/E") ratio of 15.7x right now seems...
Analyseartikel Nov 08

Befesa's (ETR:BFSA) Solid Earnings May Rest On Weak Foundations

The stock price didn't jump after Befesa S.A. ( ETR:BFSA ) posted decent earnings last week. Our analysis showed that...
Analyseartikel Nov 04

Is Befesa (ETR:BFSA) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Oct 17

Should You Think About Buying Befesa S.A. (ETR:BFSA) Now?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Sep 29

Potential Upside For Befesa S.A. (ETR:BFSA) Not Without Risk

It's not a stretch to say that Befesa S.A.'s ( ETR:BFSA ) price-to-earnings (or "P/E") ratio of 18.6x right now seems...
Analyseartikel Jul 31

Befesa S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Last week, you might have seen that Befesa S.A. ( ETR:BFSA ) released its half-year result to the market. The early...
Analyseartikel Jun 19

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. ( ETR:BFSA ) has announced that on 25th of June, it will be paying a dividend of€0.73, which a reduction...
Analyseartikel May 26

Befesa S.A. (ETR:BFSA) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Befesa S.A. ( ETR:BFSA ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. But...
Analyseartikel Apr 25

Befesa's (ETR:BFSA) Dividend Is Being Reduced To €0.73

Befesa S.A.'s ( ETR:BFSA ) dividend is being reduced from last year's payment covering the same period to €0.73 on the...
Analyseartikel Apr 16

Is Befesa S.A. (ETR:BFSA) Potentially Undervalued?

While Befesa S.A. ( ETR:BFSA ) might not have the largest market cap around , it received a lot of attention from a...
Analyseartikel Mar 27

Why Befesa's (ETR:BFSA) Shaky Earnings Are Just The Beginning Of Its Problems

The subdued market reaction suggests that Befesa S.A.'s ( ETR:BFSA ) recent earnings didn't contain any surprises. We...
Analyseartikel Mar 06

Befesa (ETR:BFSA) Has Announced That Its Dividend Will Be Reduced To €0.73

Befesa S.A. ( ETR:BFSA ) is reducing its dividend to €0.73 on the 25th of Junewhich is 42% less than last year's...
Analyseartikel Jan 05

What You Can Learn From Befesa S.A.'s (ETR:BFSA) P/E

With a price-to-earnings (or "P/E") ratio of 28.5x Befesa S.A. ( ETR:BFSA ) may be sending very bearish signals at the...
Analyseartikel Dec 17

What Is Befesa S.A.'s (ETR:BFSA) Share Price Doing?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Oct 04

Befesa (ETR:BFSA) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyseartikel Aug 31

Is Now An Opportune Moment To Examine Befesa S.A. (ETR:BFSA)?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Jul 05

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel May 27

An Intrinsic Calculation For Befesa S.A. (ETR:BFSA) Suggests It's 50% Undervalued

Key Insights Befesa's estimated fair value is €73.81 based on 2 Stage Free Cash Flow to Equity Befesa is estimated to...
Analyseartikel May 10

Befesa (ETR:BFSA) Is Paying Out A Dividend Of €1.25

The board of Befesa S.A. ( ETR:BFSA ) has announced that it will pay a dividend of €1.25 per share on the 20th of June...
Analyseartikel Mar 24

At €42.40, Is Befesa S.A. (ETR:BFSA) Worth Looking At Closely?

Befesa S.A. ( ETR:BFSA ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyseartikel Feb 20

Estimating The Intrinsic Value Of Befesa S.A. (ETR:BFSA)

Key Insights The projected fair value for Befesa is €62.49 based on 2 Stage Free Cash Flow to Equity Current share...
Analyseartikel Feb 05

Does Befesa (ETR:BFSA) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analyseartikel Dec 16

Is It Time To Consider Buying Befesa S.A. (ETR:BFSA)?

While Befesa S.A. ( ETR:BFSA ) might not be the most widely known stock at the moment, it saw a significant share price...

Winst- en omzetgroeiprognoses

XTRA:BFSA - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20281,3651161672337
12/31/20271,3771081552209
12/31/20261,2721011462197
3/31/20261,15983132216N/A
12/31/20251,18381136212N/A
9/30/20251,21687121188N/A
6/30/20251,21971109186N/A
3/31/20251,24960133211N/A
12/31/20241,23951113192N/A
9/30/20241,1915596181N/A
6/30/20241,1865872162N/A
3/31/20241,1575250142N/A
12/31/20231,1815843147N/A
9/30/20231,2004729144N/A
6/30/20231,1797626129N/A
3/31/20231,1979419131N/A
12/31/20221,13610631137N/A
9/30/20221,08812526122N/A
6/30/20221,01010420112N/A
3/31/202289010242117N/A
12/31/202182210040118N/A
9/30/20217327856129N/A
6/30/20216877385152N/A
3/31/20216185844111N/A
12/31/2020604483893N/A
9/30/2020598532493N/A
6/30/202060061-1865N/A
3/31/2020648751393N/A
12/31/201964883N/A103N/A
9/30/201967890N/A106N/A
6/30/201968789N/A116N/A
3/31/201970493N/A112N/A
12/31/201872092N/A104N/A
9/30/201871650N/A84N/A
6/30/201873347N/A96N/A
3/31/2018747115N/A73N/A
12/31/201772522N/A92N/A
9/30/2017709-36N/A74N/A
6/30/2017685-43N/A79N/A
3/31/2017634-100N/A80N/A
12/31/2016612-52N/A56N/A
12/31/2015744-84N/A55N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei BFSA ( 11.2% per jaar) ligt boven de spaarquote ( 1.9% ).

Winst versus markt: De winst van BFSA ( 11.2% per jaar) zal naar verwachting langzamer groeien dan de markt German ( 17% per jaar).

Hoge groeiwinsten: De winst van BFSA zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van BFSA ( 6.2% per jaar) zal naar verwachting langzamer groeien dan de markt German ( 6.8% per jaar).

Hoge groei-inkomsten: De omzet van BFSA ( 6.2% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen BFSA zal naar verwachting over 3 jaar laag zijn ( 11.5 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/21 13:29
Aandelenkoers aan het einde van de dag2026/05/21 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Befesa S.A. wordt gevolgd door 21 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Jaime EscribanoBanco Santander
Carlos Javier Treviño PeinadorBanco Santander
Lasse StuebenBerenberg