SeSa S.p.A.

BIT:SES Voorraadrapport

Marktkapitalisatie: €1.4b

SeSa Toekomstige groei

Future criteriumcontroles 2/6

SeSa zal naar verwachting groeien in winst en omzet met respectievelijk 16.8% en 5.2% per jaar. De winst per aandeel zal naar verwachting groeien met 16.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 19% zijn.

Belangrijke informatie

16.8%

Groei van de winst

16.16%

Groei van de winst per aandeel

Electronic winstgroei15.6%
Inkomstengroei5.2%
Toekomstig rendement op eigen vermogen18.97%
Dekking van analisten

Low

Laatst bijgewerkt08 May 2026

Recente toekomstige groei-updates

Analyse-artikel Dec 21

Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results

It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...
Analyse-artikel Sep 14

SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119

Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 19% to €87.85...
Analyse-artikel Mar 16

€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results

Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 12% to €77.85...
Analyse-artikel Sep 14

Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results

It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...
Analyse-artikel Mar 18

The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Last week, you might have seen that SeSa S.p.A. ( BIT:SES ) released its quarterly result to the market. The early...

Recent updates

Analyse-update May 06

SES: Confident 2026 Revenue Guidance Will Support Future Re Rating

Analysts have kept SeSa's fair value estimate steady at €115.50, with a slightly higher assumed discount rate and a modestly higher future P/E of about 20x influencing the latest price target update. What's in the News SeSa confirmed earnings guidance for the year ending 30 April 2026 at the upper end of its previously communicated target range, indicating confidence in its current plan (Key Developments).
Analyse-update Apr 21

SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating

Analysts are maintaining their price target for SeSa at €115.50, with only small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to refine their valuation view. What's in the News SeSa confirms earnings guidance for the year ending April 30, 2026, at the upper end of its previously communicated target range (Key Developments).
Analyse-update Apr 07

SES: Upper End Guidance And Lower P E Will Support Further Upside

Analysts have maintained SeSa's fair value estimate at €100.00. A lower assumed future P/E of 18.5, along with slightly softer revenue growth and profit margin forecasts, explains the unchanged price target despite minor adjustments to the discount rate.
Analyse-update Mar 24

SES: Confident 2026 Guidance And Stable Margins Will Support Future Re Rating

Analysts have nudged their price target for SeSa from €115.0 to €115.5, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News SeSa S.p.A. updated earnings guidance for the year ending 30 April 2026, keeping expectations at the upper end of its previously communicated target range (Key Developments).
Analyse-update Mar 10

SES: Updated Discount Rate And Margins Will Support Further Upside Potential

Analysts have trimmed their price target on SeSa from €107 to €100, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. They still view the current valuation as aligned with these revised inputs.
Analyse-update Feb 24

SES: Stable Margins And Steady Outlook Will Support Future Re Rating

Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions for revenue growth, profit margins and future P/E, along with only minor refinements to the discount rate in their models. Valuation Changes Fair Value: €115.00 remains unchanged, indicating the core valuation anchor is stable.
Analyse-update Feb 08

SES: Lower Discount Rate And Firm Margins Will Support Re Rating

Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions on fair value, revenue growth and profit margins, supported by a slightly lower discount rate and a marginally reduced future P/E outlook. Valuation Changes Fair Value: unchanged at €115.00 per share, indicating no adjustment to the central valuation anchor.
Analyse-artikel Feb 05

At €84.10, Is It Time To Put SeSa S.p.A. (BIT:SES) On Your Watch List?

SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analyse-update Jan 25

SES: Higher Margins And Earnings Multiple Will Support A Re Rating

Narrative Update on SeSa Analysts have raised their price target on SeSa from €109.70 to €115.00, citing updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a modestly lower discount rate. Valuation Changes Fair Value: The price target moved from €109.70 to €115.00, a modest upward adjustment.
Analyse-artikel Jan 22

SeSa (BIT:SES) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyse-update Jan 10

SES: Steady Fair Value And Slight Assumption Tweaks Will Support Upside

Analysts have kept their fair value estimate for SeSa steady at €107.00. The latest price target update mainly reflects small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a change in their overall view of the company.
Analyse-artikel Jan 01

We Think SeSa's (BIT:SES) Solid Earnings Are Understated

SeSa S.p.A. ( BIT:SES ) announced a healthy earnings result recently, and the market rewarded it with a strong uplift...
Analyse-artikel Dec 21

Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results

It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...
Analyse-update Dec 21

SES: Higher Future Earnings Multiple Will Drive Shares Higher

Analysts have raised their price target on SeSa from €80 to €107, citing slightly lower risk assumptions, stronger expected top line growth, and a higher justified future earnings multiple, despite a largely unchanged profitability outlook. Valuation Changes Fair Value: Increased significantly from €80.0 to €107.0 per share.
Analyse-artikel Oct 04

SeSa S.p.A. (BIT:SES) Shares Could Be 24% Above Their Intrinsic Value Estimate

Key Insights SeSa's estimated fair value is €74.40 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analyse-artikel Sep 17

SeSa (BIT:SES) Will Pay A Dividend Of €1.00

SeSa S.p.A.'s ( BIT:SES ) investors are due to receive a payment of €1.00 per share on 24th of September. Including...
Analyse-artikel Sep 14

SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119

Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 19% to €87.85...
Analyse-artikel Sep 10

At €75.65, Is SeSa S.p.A. (BIT:SES) Worth Looking At Closely?

SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Analyse-artikel Aug 23

SeSa (BIT:SES) 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...
Analyse-artikel Aug 04

Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analyse-artikel Jul 21

SeSa's (BIT:SES) Dividend Will Be €1.00

The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 24th of...
Analyse-artikel Jun 11

What Does SeSa S.p.A.'s (BIT:SES) Share Price Indicate?

SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it led the BIT gainers with a relatively large price hike...
Analyse-artikel May 27

SeSa S.p.A.'s (BIT:SES) Intrinsic Value Is Potentially 73% Above Its Share Price

Key Insights SeSa's estimated fair value is €147 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analyse-artikel May 08

SeSa S.p.A. (BIT:SES) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected

SeSa S.p.A. ( BIT:SES ) shares have had a really impressive month, gaining 32% after a shaky period beforehand. Not all...
Analyse-artikel Apr 21

SeSa (BIT:SES) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyse-artikel Apr 03

Be Wary Of SeSa (BIT:SES) And Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analyse-artikel Mar 16

€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results

Shareholders of SeSa S.p.A. ( BIT:SES ) will be pleased this week, given that the stock price is up 12% to €77.85...
User avatar
Nieuwe analyse Mar 11

Digital Green Acquisitions Expected To Strengthen Business From 2025

Strategic acquisitions and focus on high-margin sectors like Business Services are projected to significantly enhance growth and profitability.
Analyse-artikel Feb 13

SeSa S.p.A. (BIT:SES) Shares Could Be 46% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €134 Current share price of €71.50...
Analyse-artikel Jan 05

SeSa S.p.A.'s (BIT:SES) Share Price Is Still Matching Investor Opinion Despite 27% Slump

To the annoyance of some shareholders, SeSa S.p.A. ( BIT:SES ) shares are down a considerable 27% in the last month...
Analyse-artikel Oct 14

SeSa S.p.A.'s (BIT:SES) Shareholders Might Be Looking For Exit

SeSa S.p.A.'s ( BIT:SES ) price-to-earnings (or "P/E") ratio of 18x might make it look like a sell right now compared...
Analyse-artikel Sep 21

SeSa (BIT:SES) Is Paying Out A Dividend Of €1.00

SeSa S.p.A. ( BIT:SES ) will pay a dividend of €1.00 on the 25th of September. Including this payment, the dividend...
Analyse-artikel Sep 14

Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results

It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...
Analyse-artikel Sep 06

The Returns At SeSa (BIT:SES) Aren't Growing

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyse-artikel Sep 06

SeSa's (BIT:SES) Dividend Will Be €1.00

The board of SeSa S.p.A. ( BIT:SES ) has announced that it will pay a dividend of €1.00 per share on the 25th of...
Analyse-artikel Jul 19

Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?

SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it received a lot of attention from a substantial...
Analyse-artikel Jul 01

An Intrinsic Calculation For SeSa S.p.A. (BIT:SES) Suggests It's 21% Undervalued

Key Insights The projected fair value for SeSa is €146 based on 2 Stage Free Cash Flow to Equity SeSa is estimated to...
Analyse-artikel Jun 16

We Think SeSa (BIT:SES) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyse-artikel May 08

Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analyse-artikel Mar 18

The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Last week, you might have seen that SeSa S.p.A. ( BIT:SES ) released its quarterly result to the market. The early...
Analyse-artikel Mar 06

Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?

SeSa S.p.A. ( BIT:SES ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
Analyse-artikel Feb 14

SeSa (BIT:SES) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyse-artikel Jan 25

Subdued Growth No Barrier To SeSa S.p.A.'s (BIT:SES) Price

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") below 14x, you may consider SeSa...
Analyse-artikel Dec 22

Analysts Have Made A Financial Statement On SeSa S.p.A.'s (BIT:SES) Second-Quarter Report

It's been a good week for SeSa S.p.A. ( BIT:SES ) shareholders, because the company has just released its latest...
Analyse-artikel Dec 09

SeSa S.p.A. (BIT:SES) Shares Could Be 21% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, SeSa fair value estimate is €90.20 Current share price of €109...
Analyse-artikel Nov 20

Returns Are Gaining Momentum At SeSa (BIT:SES)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analyse-artikel Nov 03

SeSa (BIT:SES) Has A Rock Solid Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyse-artikel Sep 27

Should You Investigate SeSa S.p.A. (BIT:SES) At €96.15?

SeSa S.p.A. ( BIT:SES ), might not be a large cap stock, but it received a lot of attention from a substantial price...

Winst- en omzetgroeiprognoses

BIT:SES - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
4/30/20283,9791021222143
4/30/20273,791891091984
4/30/20263,620781071894
1/31/20263,53268193248N/A
10/31/20253,42166130180N/A
7/31/20253,3146369119N/A
4/30/20253,2526260117N/A
1/31/20253,2226669120N/A
10/31/20243,118663782N/A
7/31/20243,19078100144N/A
4/30/20243,1887899138N/A
1/31/20243,1038274116N/A
10/31/20233,0738598135N/A
7/31/20232,99386101137N/A
4/30/20232,8898479115N/A
1/31/20232,79885107137N/A
10/31/20222,6588087117N/A
7/31/20222,5007794124N/A
4/30/20222,38374120145N/A
1/31/20222,25869142171N/A
10/31/20212,18062136163N/A
7/31/20212,09958149172N/A
4/30/20212,03452121148N/A
1/31/20211,96349107128N/A
10/31/20201,8924486106N/A
7/31/20201,8214179100N/A
4/30/20201,774387995N/A
1/31/20201,747364260N/A
10/31/20191,67133N/A53N/A
7/31/20191,63932N/A52N/A
4/30/20191,54929N/A29N/A
1/31/20191,51529N/A40N/A
10/31/20181,44528N/A66N/A
7/31/20181,39428N/A60N/A
4/30/20181,36127N/A50N/A
1/31/20181,31726N/A70N/A
10/31/20171,27925N/A35N/A
7/31/20171,29226N/A33N/A
4/30/20171,27025N/A34N/A
1/31/20171,27325N/A16N/A
10/31/20161,26825N/A24N/A
7/31/20161,24324N/A22N/A
4/30/20161,22824N/A28N/A
1/31/20161,18124N/A28N/A
10/31/20151,10823N/A19N/A
7/31/20151,08022N/A19N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei SES ( 16.8% per jaar) ligt boven de spaarquote ( 3.3% ).

Winst versus markt: De winst van SES ( 16.8% per jaar) zal naar verwachting sneller groeien dan de Italian markt ( 10.6% per jaar).

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

Omzet versus markt: De omzet van SES ( 5.2% per jaar) zal naar verwachting langzamer groeien dan de markt Italian ( 5.6% per jaar).

Hoge groei-inkomsten: De omzet van SES ( 5.2% 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 SES zal naar verwachting over 3 jaar laag zijn ( 19 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/11 04:57
Aandelenkoers aan het einde van de dag2026/05/11 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2025/04/30

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

SeSa S.p.A. wordt gevolgd door 10 analisten. 4 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
Michele BaldelliBNP Paribas
Luigi De BellisEquita SIM S.p.A.
Aleksandra ArsovaEquita SIM S.p.A.