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Jerónimo Martins, SGPS, S.A. Stock Price

ENXTLS:JMT Community·€10.2b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 74 Fair Values set on narratives written by author

JMT Share Price Performance

€16.18
-6.58 (-28.91%)
€23.75
Fair Value
€16.18
-6.58 (-28.91%)
31.9% undervalued intrinsic discount
€23.75
Fair Value
Price €16.18
AnalystConsensusTarget €23.75
AnalystHighTarget €29.00

JMT Community Narratives

·
Fair Value €23.75 31.9% undervalued intrinsic discount

Store Expansion In Poland And Colombia Will Build Market Influence

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48users have followed this narrative
·
Fair Value €29 44.2% undervalued intrinsic discount

Store Expansion And Margin Rebuild Will Support Stronger Long Term Earnings Potential

1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative

Trending Discussion

Updated Narratives

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JMT: Polish Execution And Dividend Support Will Drive Future Upside Potential

Fair Value: €23.75 31.9% undervalued intrinsic discount
48 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
JMT logo

Store Expansion And Margin Rebuild Will Support Stronger Long Term Earnings Potential

Fair Value: €29 44.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with reasonable growth potential.

1 Risk
5 Rewards

Jerónimo Martins, SGPS, S.A. Key Details

€36.5b

Revenue

€29.0b

Cost of Revenue

€7.6b

Gross Profit

€6.9b

Other Expenses

€638.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 29, 2026
1.02
20.72%
1.75%
35.7%
View Full Analysis

About JMT

Founded
1792
Employees
136255
CEO
Pedro de Castro Soares dos Santos
WebsiteView website
www.jeronimomartins.com

Jerónimo Martins, SGPS, S.A. operates in the food distribution sector in Portugal, Poland, Colombia, Slovakia, and internationally. The company operates through Portugal Retail, Portugal Cash & Carry, Poland Retail, Poland Health and Beauty, and Colombia Retail segments. It engages in the operation of chain of food stores under the Biedronka brand; online sales offerings, such as deliveries under the Biek brand, alternative ordering and delivery solutions with e-commerce players, and non-food products through a website; supermarket chains under the Pingo Doce brand; cash and carry stores under the Recheio brand; Bem-Estar parapharmacies and petrol stations; and coffee shops and kiosks under the Jeronymo brand. The company is also involved in the provision of specialized retail of health and beauty products, as well as in-store consultation services under the Hebe brand; operation of a chain of proximity food stores under the Ara brand; and production of dairy, livestock farming, aquaculture, and fruit and vegetables. In addition, it engages in the real estate purchase and sale; sea passenger water transport; renting of air transport equipment; growing of crops and animal farming; saline brackish waters aquaculture; and retail management, consultancy, and logistics. The company was founded in 1792 and is headquartered in Lisbon, Portugal. Jerónimo Martins, SGPS, S.A. operates as a subsidiary of Sociedade Francisco Manuel Dos Santos B.V.

Recent JMT News & Updates

Narrative Update Jul 06

JMT: Polish Execution And Dividend Support Will Drive Future Upside Potential

The analyst fair value estimate for Jerónimo Martins SGPS has been adjusted from €24.75 to €23.75 as analysts recalibrate their price targets and underlying assumptions in light of recent research that trims growth and margin expectations, while still highlighting longer term opportunities, particularly in Poland. Analyst Commentary Recent Street research on Jerónimo Martins SGPS shows a cluster of price target revisions around the low to mid €20s, with most analysts maintaining positive stock ratings while trimming their fair value assumptions.
New Narrative Jul 03

Store Expansion And Margin Rebuild Will Support Stronger Long Term Earnings Potential

Catalysts About Jerónimo Martins SGPS Jerónimo Martins SGPS is a multinational food retail group with core banners in Poland, Portugal and Colombia. What are the underlying business or industry changes driving this perspective?
Narrative Update Jun 22

JMT: Incremental P/E Reset Will Support Upside As Margin Assumptions Hold

Jerónimo Martins SGPS has seen its analyst price target reduced slightly by around €0.35, as analysts fine-tune their fair value models on revenue growth, margins and future P/E assumptions in light of recent target cuts from major banks. Analyst Commentary Recent price target revisions for Jerónimo Martins SGPS give you a clearer view of how analysts are recalibrating expectations on valuation, growth and execution quality.

Recent updates

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