Sappi Toekomstige groei

Future criteriumcontroles 3/6

Sappi zal naar verwachting groeien in winst en omzet met respectievelijk 43% en 3% per jaar. De winst per aandeel zal naar verwachting groeien met 37.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 12.1% zijn.

Belangrijke informatie

43.0%

Groei van de winst

37.9%

Groei van de winst per aandeel

Forestry winstgroei	26.0%
Inkomstengroei	3.0%
Toekomstig rendement op eigen vermogen	12.1%
Dekking van analisten	Good
Laatst bijgewerkt	18 Nov 2024

Recente toekomstige groei-updates

Recent updates

We Think That There Are More Issues For Sappi (JSE:SAP) Than Just Sluggish Earnings

Nov 14

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Sappi Limited's (JSE:SAP) CEO For Now

Feb 01

Sappi's (JSE:SAP) Shareholders Have More To Worry About Than Only Soft Earnings

Dec 21

Winst- en omzetgroeiprognoses

JSE:SAP - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
Datum	Inkomsten	Inkomsten	Vrije kasstroom	Geldmiddelen uit operationele activiteiten	Gem. Aantal analisten
9/30/2027	5,923	308	319	547	5
9/30/2026	5,954	377	399	752	7
9/30/2025	5,687	418	172	555	7
9/30/2024	5,458	33	-250	208	N/A
6/30/2024	5,375	-86	-177	276	N/A
3/31/2024	5,331	-97	-84	323	N/A
12/31/2023	5,421	-57	201	626	N/A
10/1/2023	5,809	259	282	690	N/A
6/30/2023	6,351	325	469	820	N/A
3/31/2023	6,843	484	559	941	N/A
12/31/2022	7,259	603	528	896	N/A
10/2/2022	7,296	536	500	882	N/A
6/30/2022	6,798	545	304	681	N/A
3/31/2022	6,373	364	186	549	N/A
12/31/2021	5,799	153	25	389	N/A
9/26/2021	5,265	13	33	407	N/A
6/30/2021	4,932	-110	85	411	N/A
3/31/2021	4,446	-201	-28	293	N/A
12/31/2020	4,470	-176	33	354	N/A
9/27/2020	4,609	-135	-91	260	N/A
6/30/2020	4,971	3	-5	386	N/A
3/31/2020	5,435	84	41	493	N/A
12/31/2019	5,630	154	-19	458	N/A
9/29/2019	5,746	211	94	565	N/A
6/30/2019	5,827	268	-52	430	N/A
3/31/2019	5,901	311	-76	459	N/A
12/31/2018	5,894	341	-45	514	N/A
9/30/2018	5,806	323	-50	491	N/A
6/30/2018	5,682	318	N/A	569	N/A
3/31/2018	5,497	325	N/A	538	N/A
12/31/2017	5,317	311	N/A	565	N/A
10/1/2017	5,296	338	N/A	540	N/A
6/30/2017	5,225	348	N/A	546	N/A
3/31/2017	5,188	322	N/A	569	N/A
12/31/2016	5,166	334	N/A	587	N/A
9/25/2016	5,141	319	N/A	550	N/A
6/30/2016	5,204	290	N/A	538	N/A
3/31/2016	5,253	262	N/A	472	N/A
12/31/2015	5,297	218	N/A	453	N/A
9/27/2015	5,390	167	N/A	382	N/A
6/30/2015	5,492	152	N/A	426	N/A
3/31/2015	5,704	165	N/A	388	N/A
12/31/2014	5,939	141	N/A	453	N/A
9/28/2014	6,061	135	N/A	437	N/A
6/30/2014	6,086	-82	N/A	357	N/A
3/31/2014	6,019	-146	N/A	332	N/A
12/31/2013	5,949	-176	N/A	225	N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei SAP ( 43% per jaar) ligt boven de spaarquote ( 9.7% ).

Winst versus markt: De winst van SAP ( 43% per jaar) zal naar verwachting sneller groeien dan de ZA markt ( 21.1% per jaar).

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

Omzet versus markt: De omzet van SAP ( 3% per jaar) zal naar verwachting langzamer groeien dan de markt ZA ( 3.5% per jaar).

Hoge groei-inkomsten: De omzet van SAP ( 3% 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 SAP zal naar verwachting over 3 jaar laag zijn ( 12.1 %).

Sappi Toekomstige groei

Future criteriumcontroles 3/6

Belangrijke informatie

Recente toekomstige groei-updates

Consensus EPS estimates fall by 79%

Consensus EPS estimates fall by 30%, revenue upgraded

Consensus EPS estimates increase by 11%, revenue downgraded

Consensus EPS estimates fall by 10%

Consensus EPS estimates increase by 17%, revenue downgraded

Consensus EPS estimates increase by 42%

Recent updates

We Think That There Are More Issues For Sappi (JSE:SAP) Than Just Sluggish Earnings

Full year 2024 earnings: EPS exceeds analyst expectations

Dividend of R2.47 announced

Sappi Limited to Report Q1, 2025 Results on Feb 05, 2025

Sappi Limited Approves Dividend. Payable on 13 January 2025

Subdued Growth No Barrier To Sappi Limited's (JSE:SAP) Price

Sappi (JSE:SAP) Has Debt But No Earnings; Should You Worry?

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Sappi Limited to Report Q4, 2024 Results on Nov 07, 2024

UTB Industry B.V. agreed to acquire Sappi Lanaken NV from Sappi Limited (JSE:SAP) for €50 million.

Unpleasant Surprises Could Be In Store For Sappi Limited's (JSE:SAP) Shares

Does Sappi (JSE:SAP) Have A Healthy Balance Sheet?

New minor risk - Shareholder dilution

New major risk - Financial position

Why We're Not Concerned About Sappi Limited's (JSE:SAP) Share Price

Sappi Limited to Report Q3, 2024 Results on Nov 07, 2024

Consensus EPS estimates fall by 79%

We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Sappi Limited's (JSE:SAP) CEO For Now

Consensus EPS estimates fall by 30%, revenue upgraded

Sappi's (JSE:SAP) Shareholders Have More To Worry About Than Only Soft Earnings

Sappi Limited Announces Valli Moosa Retires as Lead Independent Director and Chairman of Social, Ethics, Transformation and Sustainability Committee

Sappi Limited, Annual General Meeting, Feb 07, 2024

Sappi Limited to Report Q1, 2024 Results on Feb 07, 2024

Full year 2023 earnings released: EPS: US$0.46 (vs US$0.95 in FY 2022)

Sappi Limited Approves Dividend for the Year Ended September 2023, Payable on 15 January 2024

Sappi Limited(JSE:SAP) dropped from FTSE All-World Index (USD)

Sappi Limited to Report Q4, 2023 Results on Nov 09, 2023

Consensus EPS estimates increase by 11%, revenue downgraded

New minor risk - Earnings quality

New minor risk - Profit margin trend

Third quarter 2023 earnings released: EPS: US$0.071 (vs US$0.35 in 3Q 2022)

Consensus EPS estimates fall by 10%

Sappi Limited to Report Q3, 2023 Results on Aug 03, 2023

Consensus EPS estimates increase by 17%, revenue downgraded

Consensus EPS estimates increase by 42%

Sappi Limited to Report Q2, 2023 Results on May 11, 2023

Consensus EPS estimates fall by 12%

Upcoming dividend of R2.67 per share

Full year 2022 earnings: EPS misses analyst expectations

Sappi Limited, Annual General Meeting, Feb 08, 2023

Consensus forecasts updated

Insufficient new directors

Consensus forecasts updated

Full year 2022 earnings: Revenues exceed analyst expectations

Sappi Limited to Report Q1, 2023 Results on Feb 08, 2023

AURELIUS Investment Lux One S.à.r.l. entered into an agreement to acquire Maastricht Mill, Stockstadt Mill and Kirkniemi Mill from Sappi Limited (JSE:SAP)

AURELIUS Investment Lux One S.à.r.l. entered into an agreement to acquire Maastricht Mill, Stockstadt Mill and Kirkniemi Mill from Sappi Limited (JSE:SAP)

Now 20% undervalued after recent price drop

Consensus EPS estimates increase by 16%

Third quarter 2022 earnings released: EPS: US$0.35 (vs US$0.033 in 3Q 2021)

Insufficient new directors

Insufficient new directors

Investor sentiment improved over the past week

Now 21% undervalued

Consensus revenue estimates increase by 10%

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

Sappi Limited to Report Q3, 2022 Results on Aug 04, 2022

Full year 2021 earnings: EPS and revenues miss analyst expectations

Group Head of Human Resources recently bought R229k worth of stock

CEO & Executive Director exercised options to buy R772k worth of stock.

Full year 2021 earnings released: EPS US$0.024 (vs US$0.25 loss in FY 2020)

High number of new directors

Sappi Limited Announces Impact of Civil Unrest on South African Operations

Second quarter 2021 earnings released: US$0.042 loss per share (vs US$0.004 profit in 2Q 2020)

Chief Executive Officer of Sappi Europe Berend Wiersum has left the company

New 90-day high: R47.79

First quarter 2021 earnings released: US$0.031 loss per share (vs US$0.044 profit in 1Q 2020)

Revenue and earnings miss expectations

Sappi Limited to Report Q2, 2021 Results on May 06, 2021