Stock Analysis

The About You Holding SE (FRA:YOU) Half-Yearly Results Are Out And Analysts Have Published New Forecasts

DB:YOU
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It's been a good week for About You Holding SE (FRA:YOU) shareholders, because the company has just released its latest half-yearly results, and the shares gained 8.9% to €3.37. 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. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for About You Holding

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DB:YOU Earnings and Revenue Growth October 13th 2024

After the latest results, the nine analysts covering About You Holding are now predicting revenues of €2.02b in 2025. If met, this would reflect a modest 3.2% improvement in revenue compared to the last 12 months. Losses are predicted to fall substantially, shrinking 21% to €0.36. Yet prior to the latest earnings, the analysts had been forecasting revenues of €2.03b and losses of €0.37 per share in 2025. It looks like there's been a modest increase in sentiment in the recent updates, with the analysts becoming a bit more optimistic in their predictions for losses per share, even though the revenue numbers were unchanged.

The average price target held steady at €5.26, seeming to indicate that business is performing in line with expectations. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on About You Holding, with the most bullish analyst valuing it at €7.00 and the most bearish at €3.10 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 6.5% growth on an annualised basis. That is in line with its 6.8% annual growth over the past three years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.9% annually. It's clear that while About You Holding's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as 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 estimates - from multiple About You Holding analysts - going out to 2027, and you can see them free on our platform here.

You still need to take note of risks, for example - About You Holding has 2 warning signs 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.