Prada S.p.A.

SEHK:1913 Voorraadrapport

Marktkapitalisatie: HK$97.8b

Prada Beheer

Beheer criteriumcontroles 3/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Andrea Guerra

Algemeen directeur

€7.6m

Totale compensatie

Percentage CEO-salaris22.46%
Dienstverband CEO3.4yrs
Eigendom CEOn/a
Management gemiddelde ambtstermijn3.4yrs
Gemiddelde ambtstermijn bestuur4.8yrs

Recente managementupdates

Recent updates

Narratiefupdate Jun 16

1913: Brand Strength And Space Partnerships Will Support 2026 Luxury Recovery

Analysts have trimmed their fair value estimate for Prada to about HK$64.91 from roughly HK$67.98, reflecting more cautious views on the stock after recent downgrades from several firms. Analyst Commentary Recent research on Prada highlights a more cautious tone overall, but there are still some constructive threads that bullish analysts focus on when assessing where Prada stock could go from here.
Narratiefupdate Jun 02

1913: 2026 Dividend Payout Will Counter Recent Rating Downgrades

Analysts have trimmed their HK$ fair value estimate for Prada to around HK$50 from about HK$54, reflecting more cautious assumptions on revenue growth, profit margins and the stock's future P/E after a series of recent downgrades. Analyst Commentary Recent research has tilted more cautious on Prada, with several bearish analysts cutting ratings and price targets and feeding into the lower fair value range around HK$50.
Narratiefupdate May 05

1913: Brand Elevation And Execution On Cash Generation Will Support 2026 Luxury Recovery

Analysts have trimmed their HK$ price targets on Prada, citing a lower fair value estimate and a more conservative future P/E multiple. A series of recent downgrades has reinforced a cautious stance on the stock.
Narratiefupdate Apr 21

1913: 2026 Recovery Hopes Will Confront Cautious Stance On Execution Risks

Analysts have reduced their HK$ fair value estimate for Prada from about HK$40.81 to around HK$37.66, reflecting recent price target cuts and downgrades to more cautious stances. Analyst Commentary Recent research has highlighted a more cautious tone around Prada, with bearish analysts trimming fair value estimates and shifting to more neutral positions.
Narratiefupdate Apr 06

1913: 2026 Dividend Catalyst Will Reward Patience After Tough 2025

Analysts have trimmed their fair value estimate for Prada to about HK$54 from roughly HK$59, citing slightly more conservative growth assumptions, a higher discount rate and lower future P/E expectations, along with recent rating downgrades from firms such as Kepler Cheuvreux and Macquarie, partly offset by a more constructive view from Barclays. Analyst Commentary Recent research on Prada shows a clear split between more constructive voices looking at potential upside and more cautious views focused on execution risk and valuation reset.
Narratiefupdate Mar 23

1913: Brand Elevation And Direct Channels Will Underpin 2026 Luxury Recovery Potential

Narrative Update Analysts have trimmed their Prada price target to about HK$75 from roughly HK$83, reflecting slightly softer assumptions for revenue growth and profit margins. At the same time, they factor in a higher future P/E and note mixed recent views that range from a Neutral stance with a HK$46 target to an Overweight call at HK$68.
Narratiefupdate Mar 08

1913: Recovery In 2026 Will Reward Patience After Tough 2025

Analysts have trimmed their blended fair value estimate for Prada shares to about HK$59 from roughly HK$61. This reflects a more cautious stance after a recent downgrade to Neutral at HK$46, alongside a still constructive HK$68 Overweight target, and updated assumptions for a slightly higher discount rate, modestly stronger revenue growth, and a slightly lower profit margin and future P/E.
Narratiefupdate Feb 22

1913: Recovery Expectations For 2026 Will Renew Interest After Tough 2025

Analysts have trimmed their HK$ price target on Prada by a small amount, reflecting slightly adjusted fair value and growth assumptions after what they expect to be a challenging 2025, followed by a potential recovery for the wider luxury sector in 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the HK$68 price target as reflecting confidence that the brand can sustain its premium positioning once conditions for luxury spending improve after the period they expect to be challenging in 2025.
Narratiefupdate Feb 08

1913: 2026 Sector Recovery Expectations Meet Measured View On Execution Risks

Analysts have nudged their fair value estimate for Prada higher to HK$40.81 from HK$40.27, reflecting slightly adjusted assumptions around revenue growth, profit margins and future P/E, along with renewed optimism that the luxury sector could see a recovery after 2025. Analyst Commentary Recent research on Prada points to a split view.
Narratiefupdate Jan 24

1913: Recovery Setup In 2026 Balances Margin Concerns And Reduced Market Multiple

Prada’s updated analyst price target moves from about $45.04 to $40.27, as analysts factor in higher assumed revenue growth, slightly lower profit margins, and a reduced future P/E, while still describing a potential recovery setup for luxury in 2026. Analyst Commentary Recent research frames Prada as part of a potential recovery setup for luxury in 2026.
Analyseartikel Jan 23

Prada S.p.A.'s (HKG:1913) Intrinsic Value Is Potentially 42% Above Its Share Price

Key Insights The projected fair value for Prada is HK$59.16 based on 2 Stage Free Cash Flow to Equity Prada is...
Narratiefupdate Jan 10

1913: Higher Growth Forecasts Will Support Renewed Interest Despite Margin Pressure

Analysts have trimmed their fair value estimate for Prada to €61.26 from €61.94, citing slightly higher discount rate assumptions, a modest adjustment to profit margin expectations, and a revised future P/E input. Valuation Changes Fair Value Estimate reduced slightly to €61.26 from €61.94.
Narratiefupdate Dec 27

1913: Brand Elevation And Direct Channels Will Drive Long Term Upside

Analysts have modestly raised their price target on Prada to HK$53 from HK$50, reflecting slightly higher long term growth and valuation assumptions, even as they flag a multi year "hangover" period for the broader luxury sector and an increasingly crowded field of creative directors. Analyst Commentary Bullish analysts acknowledge a more challenging backdrop for the luxury sector, but still see room for Prada to outperform select peers over the medium term.
Narratiefupdate Dec 13

1913: Brand Momentum And Direct Channels Will Drive Long Term Upside

Analysts have trimmed their price target on Prada to HK$53 from HK$60, citing a reassessment of sector growth prospects after an extended boom period and increased competitive uncertainty as more creative directors debut across leading luxury houses. Analyst Commentary While the latest move reflects a more cautious sector stance, bullish analysts still highlight several supportive factors underpinning Prada’s long term investment case, particularly around brand momentum, execution discipline, and structural growth opportunities.
Analyseartikel Dec 12

Prada (HKG:1913) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narratiefupdate Nov 29

1913: New Creative Leadership Will Drive Renewed Interest Amid Sector Slowdown

Analysts have reduced their price target for Prada from HK$60 to HK$53. This change reflects a more cautious sector outlook amid a slowdown following several years of above-average luxury market growth.
Narratiefupdate Nov 15

1913: Future Creative Direction Will Drive Momentum After Sector Challenges

Prada's analyst price target has been revised slightly upward to approximately HK$63.22 from HK$62.32. Analysts cite ongoing sector headwinds but maintain optimism for the brand's long-term fundamentals despite a period of industry adjustment.
Narratiefupdate Oct 31

1913: Rising Creative Director Presence Will Shape Luxury Sector Dynamics Ahead

Prada's analyst price target has increased slightly from HK$61.64 to HK$62.32, as analysts acknowledge stable fundamentals and moderate growth expectations. This comes amid a cautious outlook for the luxury sector.
Analyseartikel Oct 19

Getting In Cheap On Prada S.p.A. (HKG:1913) Is Unlikely

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Narratiefupdate Oct 17

Digital Retail And Sustainable Efforts Will Open New Markets

Narrative Update on Prada Analysts have lowered their price target for Prada from HK$60 to HK$53, citing expectations of a slower period of growth for the luxury sector and adjusting projections accordingly. Analyst Commentary The recent reassessment of Prada's rating and price target reflects a nuanced view on the company's near-term outlook as well as the broader luxury sector's trajectory.
Narratiefupdate Oct 03

Digital Retail And Sustainable Efforts Will Open New Markets

Narrative Update: Analyst Price Target Adjustment for Prada Analysts have revised their price target for Prada downward from €64.60 to €62.78. Updated forecasts for revenue growth and profit margin are cited as key factors in the adjustment.
Narratiefupdate Sep 17

Digital Retail And Sustainable Efforts Will Open New Markets

Prada’s future P/E ratio has surged markedly, indicating much higher expected earnings multiples, while the consensus analyst price target has remained nearly flat, rising only marginally from HK$63.71 to HK$64.60. What's in the News Board meeting scheduled to approve and announce unaudited interim results for the six months ended June 30, 2025.
Narratiefupdate Aug 27

Digital Retail And Sustainable Efforts Will Open New Markets

Despite the analyst price target for Prada remaining essentially stable, a sharp increase in the future P/E ratio suggests significantly higher earnings expectations have not materialized, ultimately leaving the fair value nearly unchanged at HK$63.77. What's in the News Meta and EssilorLuxottica plan to release AI-powered smart glasses under both Oakley and Prada brands, signaling Meta’s effort to expand wearable hardware into the luxury fashion segment through new partnerships (CNBC).
Analyseartikel Aug 19

An Intrinsic Calculation For Prada S.p.A. (HKG:1913) Suggests It's 26% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Prada fair value estimate is HK$56.13 Prada's HK$41.52 share...
Narratiefupdate Aug 07

Digital Retail And Sustainable Efforts Will Open New Markets

With the consensus analyst price target for Prada unchanged at HK$63.92, the notable surge in the forward P/E ratio from 23.18x to 211.31x suggests sharply diminished earnings expectations, supporting the lack of upward revision in fair value. What's in the News Meta and EssilorLuxottica are launching AI-powered smart glasses under the Prada and Oakley brands, expanding Meta's wearable hardware to more fashion companies, with Prada marking a first-time partnership in this product category (CNBC).
Analyseartikel Aug 01

Earnings Miss: Prada S.p.A. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a sad week for Prada S.p.A. ( HKG:1913 ), who've watched their investment drop 16% to HK$40.60 in the week...
Analyseartikel Jul 28

Is Prada S.p.A. (HKG:1913) Potentially Undervalued?

Let's talk about the popular Prada S.p.A. ( HKG:1913 ). The company's shares saw significant share price movement...
Analyseartikel Jul 10

Prada S.p.A.'s (HKG:1913) Business Is Trailing The Market But Its Shares Aren't

Prada S.p.A.'s ( HKG:1913 ) price-to-earnings (or "P/E") ratio of 16.7x might make it look like a sell right now...
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Nieuw narratief Mar 09

Expansion Of Miu Miu Will Broaden Market Presence In Future

Prada's strategic investments in store renovation and Miu Miu expansion are set to enhance consumer experience and drive substantial revenue growth.

Analyse CEO-vergoeding

Hoe is Andrea Guerra's beloning veranderd ten opzichte van Prada's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025€8m€2m

€852m

Sep 30 2025n/an/a

€847m

Jun 30 2025n/an/a

€841m

Mar 31 2025n/an/a

€840m

Dec 31 2024€7m€2m

€839m

Sep 30 2024n/an/a

€794m

Jun 30 2024n/an/a

€749m

Mar 31 2024n/an/a

€710m

Dec 31 2023€6m€2m

€671m

Compensatie versus markt: De totale vergoeding ($USD 8.70M ) Andrea } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Hong Kong markt ($USD 959.09K ).

Compensatie versus inkomsten: De vergoeding van Andrea is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Andrea Guerra (61 yo)

3.4yrs
Tenure
€7,639,000
Compensatie

Mr. Andrea Guerra serves as Chief Executive Officer and Executive Director at Prada S.p.A. since January 26, 2023. He served as the Head of Hospitality & Restaurant Business at LVMH Moët Hennessy - Louis V...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Patrizio Bertelli
Founder & Executive Chairman22.6yrs€21.18mgeen gegevens
Andrea Guerra
CEO & Executive Director3.4yrs€7.64mgeen gegevens
Paolo Zannoni
Executive Deputy Chairman5.1yrs€5.18mgeen gegevens
Andrea Bonini
CFO & Executive Director4.1yrs€2.17mgeen gegevens
Lorenzo Bertelli
Chief Marketing Officer7.4yrs€507.00kgeen gegevens
Miuccia Prada Bianchi
Executive Directorno data€21.18mgeen gegevens
Cristiano Agostini
Group Chief Information Officer4.9yrsgeen gegevensgeen gegevens
Francesca Secondari
Group General Counsel & Chief Legal Officer3.1yrsgeen gegevensgeen gegevens
Rosa Santamaria Maurizio
Group Chief People Officer2.8yrsgeen gegevensgeen gegevens
Maurizio Ciabatti
Chief Real Estate Officer10.4yrsgeen gegevensgeen gegevens
Giulio Brini
MD of APAC Regionno datageen gegevensgeen gegevens
Pablo Carola
Chief Corporate Officer Middle East2.5yrsgeen gegevensgeen gegevens
3.4yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van 1913 wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.4 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Patrizio Bertelli
Founder & Executive Chairman22.6yrs€21.18mgeen gegevens
Andrea Guerra
CEO & Executive Director3.4yrs€7.64mgeen gegevens
Paolo Zannoni
Executive Deputy Chairman5.1yrs€5.18mgeen gegevens
Andrea Bonini
CFO & Executive Director3.6yrs€2.17mgeen gegevens
Lorenzo Bertelli
Chief Marketing Officer5.1yrs€507.00kgeen gegevens
Miuccia Prada Bianchi
Executive Director22.6yrs€21.18mgeen gegevens
Cristiana Ruella
Independent Non-Executive Director2.2yrs€164.00kgeen gegevens
Yoel Zaoui
Lead Independent Director5.1yrs€193.00kgeen gegevens
Roberto Spada
Chairman of Board of Statutory Auditors14.1yrsgeen gegevensgeen gegevens
Pamela Culpepper
Independent Non-Executive Director4.4yrs€193.00kgeen gegevens
Ilaria Resta
Independent Non-Executive Directorless than a year€52.00kgeen gegevens
Anna Rugarli
Independent Non-Executive Director4.4yrs€218.00kgeen gegevens
4.8yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van 1913 wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/27 03:54
Aandelenkoers aan het einde van de dag2026/06/26 00:00
Inkomsten2025/12/31
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 u 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

Prada S.p.A. wordt gevolgd door 50 analisten. 17 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
Julian EasthopeBarclays
Carole MadjoBarclays
Jiaying HuangBarclays