Siegfried Holding AG (VTX:SFZN) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Siegfried Holding AG (VTX:SFZN) shareholders are probably feeling a little disappointed, since its shares fell 8.0% to CHF984 in the week after its latest full-year results. The result was positive overall - although revenues of CHF1.3b were in line with what the analysts predicted, Siegfried Holding surprised by delivering a statutory profit of CHF36.88 per share, modestly greater than expected. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Siegfried Holding after the latest results.

View our latest analysis for Siegfried Holding

After the latest results, the twelve analysts covering Siegfried Holding are now predicting revenues of CHF1.37b in 2025. If met, this would reflect a credible 6.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to accumulate 9.8% to CHF40.26. Yet prior to the latest earnings, the analysts had been anticipated revenues of CHF1.40b and earnings per share (EPS) of CHF40.04 in 2025. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at CHF1,162. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Siegfried Holding, with the most bullish analyst valuing it at CHF1,500 and the most bearish at CHF900 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Siegfried Holding's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Siegfried Holding's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 6.1% growth on an annualised basis. This is compared to a historical growth rate of 10% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 12% per year. Factoring in the forecast slowdown in growth, it seems obvious that Siegfried Holding is also expected to grow slower than other industry participants.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Siegfried Holding's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Siegfried Holding going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - Siegfried Holding has 1 warning sign we think you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.