Tikehau Capital Toekomstige groei

Future criteriumcontroles 5/6

Tikehau Capital zal naar verwachting groeien in winst en omzet met respectievelijk 43.2% en 26.3% per jaar. De winst per aandeel zal naar verwachting groeien met 42.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 12% zijn.

Belangrijke informatie

43.2%

Groei van de winst

42.3%

Groei van de winst per aandeel

Capital Markets winstgroei	10.4%
Inkomstengroei	26.3%
Toekomstig rendement op eigen vermogen	12.0%
Dekking van analisten	Good
Laatst bijgewerkt	28 Oct 2024

Recente toekomstige groei-updates

Recent updates

Need To Know: The Consensus Just Cut Its Tikehau Capital (EPA:TKO) Estimates For 2024

Aug 08

Rainbows and Unicorns: Tikehau Capital (EPA:TKO) Analysts Just Became A Lot More Optimistic

Jul 31

What Does The Future Hold For Tikehau Capital (EPA:TKO)? These Analysts Have Been Cutting Their Estimates

Feb 14

Analysts' Revenue Estimates For Tikehau Capital (EPA:TKO) Are Surging Higher

Jan 13

Is Tikehau Capital (EPA:TKO) A Strong Dividend Stock?

Dec 09

Winst- en omzetgroeiprognoses

ENXTPA:TKO - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
Datum	Inkomsten	Inkomsten	Vrije kasstroom	Geldmiddelen uit operationele activiteiten	Gem. Aantal analisten
12/31/2026	914	473	399	522	3
12/31/2025	809	388	331	454	3
12/31/2024	538	202	186	274	4
6/30/2024	496	162	-163	-163	N/A
3/31/2024	499	169	-148	-148	N/A
12/31/2023	502	177	-132	-132	N/A
9/30/2023	465	146	-33	-33	N/A
6/30/2023	428	115	67	67	N/A
3/31/2023	515	218	-243	-243	N/A
12/31/2022	602	320	-553	-553	N/A
9/30/2022	694	370	-420	-420	N/A
6/30/2022	786	420	-287	-287	N/A
3/31/2022	728	369	-54	-54	N/A
12/31/2021	670	319	180	180	N/A
9/30/2021	708	284	-3	-3	N/A
6/30/2021	747	248	-186	-186	N/A
3/31/2021	518	40	-315	-315	N/A
12/31/2020	290	-169	-444	-444	N/A
9/30/2020	177	-164	-342	-342	N/A
6/30/2020	65	-159	-239	-239	N/A
3/31/2020	222	-29	N/A	N/A	N/A
12/31/2019	453	179	-19	-19	N/A
9/30/2019	361	125	-277	-277	N/A
6/30/2019	269	71	-534	-534	N/A
3/31/2019	189	21	N/A	N/A	N/A
12/31/2018	35	-107	-600	-600	N/A
9/30/2018	167	20	-463	-463	N/A
6/30/2018	298	147	-327	-327	N/A
3/31/2018	372	231	N/A	-398	N/A
12/31/2017	445	314	N/A	-469	N/A
9/30/2017	289	229	N/A	-521	N/A
6/30/2017	133	143	N/A	-572	N/A
3/31/2017	74	108	N/A	-373	N/A
12/31/2016	14	72	N/A	-174	N/A
9/30/2016	28	49	N/A	-139	N/A
6/30/2016	41	25	N/A	-104	N/A
3/31/2016	30	18	N/A	-133	N/A
12/31/2015	19	10	N/A	-161	N/A
12/31/2014	11	-6	N/A	-84	N/A
12/31/2013	77	53	N/A	-22	N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei TKO ( 43.2% per jaar) ligt boven de spaarquote ( 1.4% ).

Winst versus markt: De winst van TKO ( 43.2% per jaar) zal naar verwachting sneller groeien dan de French markt ( 12.5% per jaar).

Hoge groeiwinsten: De winst van TKO zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van TKO ( 26.3% per jaar) zal naar verwachting sneller groeien dan de markt French ( 5.6% per jaar).

Hoge groei-inkomsten: De omzet van TKO ( 26.3% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen TKO zal naar verwachting over 3 jaar laag zijn ( 12 %).

Tikehau Capital Toekomstige groei

Future criteriumcontroles 5/6

Belangrijke informatie

Recente toekomstige groei-updates

Consensus revenue estimates decrease by 12%

Tikehau Capital Provides Group Earnings Guidance by 2026

Consensus revenue estimates fall by 15%

Consensus revenue estimates increase by 25%

Price target decreased to €28.08

Analysts update estimates

Recent updates

Tikehau Capital (ENXTPA:TKO) and Cresco Real Estate acquired 30,000 sqm office property in Berlin.

Safran Electronics & Defense SAS acquired Preligens SAS from Tikehau Capital (ENXTPA:TKO), Definvest a fund managed by Bpifrance Investissement SAS, 360 Capital Partners SAS, Wendel (ENXTPA:MF) and the management for an enterprise value of €220 million.

Need To Know: The Consensus Just Cut Its Tikehau Capital (EPA:TKO) Estimates For 2024

Consensus revenue estimates decrease by 12%

First half 2024 earnings released: EPS: €0.33 (vs €0.41 in 1H 2023)

Tikehau Capital to Report Fiscal Year 2024 Results on Feb 20, 2025

Tikehau Capital Approves Dividend for 2023, Payable on 13 May 2024

Fremantle Limited completed the acquisition of Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.

Dividend increased to €0.75

Full year 2023 earnings released

Tikehau Capital Provides Group Earnings Guidance by 2026

Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.

Now 23% undervalued after recent price drop

Tikehau Capital to Report Q4, 2023 Results on Feb 06, 2024

Now 20% undervalued after recent price drop

Tikehau Capital Launches the New Vintage of Brienne

Now 20% undervalued after recent price drop

Consensus revenue estimates fall by 15%

First half 2023 earnings released: EPS: €0.41 (vs €1.58 in 1H 2022)

New major risk - Dividend sustainability

TotalEnergies SE acquired 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) for €1.5 billion.

TotalEnergies SE acquired an unknown minority stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO).

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

Tikehau Capital Approves Distribution of Dividend, Payable on May 22, 2023

Upcoming dividend of €0.70 per share at 2.8% yield

Full year 2022 earnings released: EPS: €1.83 (vs €2.06 in FY 2021)

Tikehau Capital Proposes Dividend for the Year of 2022

Tikehau Capital to Report Q3, 2023 Results on Oct 19, 2023

Tikehau Capital (ENXTPA:TKO) with the management team acquired Isotrol Sa.

Tikehau Capital Appoints Peter Westmacott as Its UK Chairman

Tikehau Capital, Annual General Meeting, May 16, 2023

Consensus revenue estimates increase by 25%

First half 2022 earnings released

Rainbows and Unicorns: Tikehau Capital (EPA:TKO) Analysts Just Became A Lot More Optimistic

Tikehau Capital to Report Fiscal Year 2022 Results on Feb 16, 2023

Tikehau Real Estate Opportunity 2018 SCSP Fund, a fund managed by Tikehau Capital (ENXTPA:TKO) acquired Office building in Paris.

Price target decreased to €28.08

FL Entertainment N.V completed the acquisition of Pegasus Entrepreneurial Acquisition Company Europe B.V. (ENXTAM:PEACE) from Tikehau Capital (ENXTPA:TKO), Financière Agache Société Anonyme, Pierre Cuilleret, Jean-Pierre Mustier and Diego De Giorgi and others.

October SA acquired Credit.fr, SAS from Tikehau Capital (ENXTPA:TKO).

Upcoming dividend of €1.00 per share

Tikehau Capital to Report Q3, 2022 Results on Oct 20, 2022

Full year 2021 earnings: Revenues miss analyst expectations

First half 2021 earnings released

Tikehau Capital to Launch Tikehau Impact Credit

Tikehau Capital to Revise Dividend Policy

Upcoming dividend of €0.50 per share

Full year 2020 earnings released

Tikehau Capital Proposes Dividend for the Year 2020

Meltwater B.V. (OB:MWTR) entered into an agreement to acquire Linkfluence S.A.S. for €50 million.

Tikehau Capital Appoints Dominik P. Felsmann as Head of Germany Effective 15 March 2021

Tikehau Capital Joins Forces with Financière Agache, Jean-Pierre Mustier and Diego De Giorgi to Sponsor a Special Purpose Acquisition Company (Spac) Focused on the European Financial Services Sector

Analysts update estimates

What Does The Future Hold For Tikehau Capital (EPA:TKO)? These Analysts Have Been Cutting Their Estimates

Tikehau Capital to Report First Half, 2021 Results on Sep 16, 2021

Analysts update estimates

Analysts increase revenue estimates to €112.7m

Analysts' Revenue Estimates For Tikehau Capital (EPA:TKO) Are Surging Higher

New 90-day high: €24.90

Is Tikehau Capital (EPA:TKO) A Strong Dividend Stock?

Tikehau Capital Appoints Daniel Cruise as Senior Advisor

New 90-day high: €23.10

New 90-day low: €19.10

Analysts update estimates

IREIT Global (SGX:UD1U) entered into a conditional share purchase agreement to acquire the remaining 60% stake in Sadena Real Estate, S.L.U. fom Tikehau Capital (ENXTPA:TKO) for €47.8 million.

New 90-day low: €20.00

Analysts increase EPS estimates to -€0.083

New 90-day low - €21.10