SeSa S.p.A.

BIT:SES Stock Report

Market Cap: €1.3b

SeSa Future Growth

Future criteria checks 2/6

SeSa is forecast to grow earnings and revenue by 16.9% and 5.2% per annum respectively. EPS is expected to grow by 16.2% per annum. Return on equity is forecast to be 19% in 3 years.

Key information

16.9%

Earnings growth rate

16.16%

EPS growth rate

Electronic earnings growth16.5%
Revenue growth rate5.2%
Future return on equity18.97%
Analyst coverage

Low

Last updated24 Mar 2026

Recent future growth updates

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

Dec 21
Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results

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

Sep 14
SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119

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

Mar 16
€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results

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

Sep 14
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results

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

Mar 18
The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Recent updates

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).

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.

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).

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.

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.

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.

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

Feb 05
At €84.10, Is It Time To Put SeSa S.p.A. (BIT:SES) On Your Watch List?

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.

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

Jan 22
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly

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.

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

Jan 01
We Think SeSa's (BIT:SES) Solid Earnings Are Understated

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

Dec 21
Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results

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.

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

Oct 04
SeSa S.p.A. (BIT:SES) Shares Could Be 24% Above Their Intrinsic Value Estimate

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

Sep 17
SeSa (BIT:SES) Will Pay A Dividend Of €1.00

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

Sep 14
SeSa S.p.A. (BIT:SES) Released Earnings Last Week And Analysts Lifted Their Price Target To €119

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

Sep 10
At €75.65, Is SeSa S.p.A. (BIT:SES) Worth Looking At Closely?

SeSa (BIT:SES) Has A Somewhat Strained Balance Sheet

Aug 23
SeSa (BIT:SES) Has A Somewhat Strained Balance Sheet

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

Aug 04
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement

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

Jul 21
SeSa's (BIT:SES) Dividend Will Be €1.00

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

Jun 11
What Does SeSa S.p.A.'s (BIT:SES) Share Price Indicate?

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

May 27
SeSa S.p.A.'s (BIT:SES) Intrinsic Value Is Potentially 73% Above Its Share Price

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

May 08
SeSa S.p.A. (BIT:SES) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected

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

Apr 21
SeSa (BIT:SES) Takes On Some Risk With Its Use Of Debt

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

Apr 03
Be Wary Of SeSa (BIT:SES) And Its Returns On Capital

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

Mar 16
€139: That's What Analysts Think SeSa S.p.A. (BIT:SES) Is Worth After Its Latest Results
User avatar

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.

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

Feb 13
SeSa S.p.A. (BIT:SES) Shares Could Be 46% Below Their Intrinsic Value Estimate

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

Jan 05
SeSa S.p.A.'s (BIT:SES) Share Price Is Still Matching Investor Opinion Despite 27% Slump

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

Oct 14
SeSa S.p.A.'s (BIT:SES) Shareholders Might Be Looking For Exit

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

Sep 21
SeSa (BIT:SES) Is Paying Out A Dividend Of €1.00

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

Sep 14
Here's What Analysts Are Forecasting For SeSa S.p.A. (BIT:SES) After Its First-Quarter Results

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

Sep 06
The Returns At SeSa (BIT:SES) Aren't Growing

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

Sep 06
SeSa's (BIT:SES) Dividend Will Be €1.00

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

Jul 19
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?

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

Jul 01
An Intrinsic Calculation For SeSa S.p.A. (BIT:SES) Suggests It's 21% Undervalued

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

Jun 16
We Think SeSa (BIT:SES) Can Stay On Top Of Its Debt

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

May 08
Slowing Rates Of Return At SeSa (BIT:SES) Leave Little Room For Excitement

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

Mar 18
The SeSa S.p.A. (BIT:SES) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

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

Mar 06
Is It Too Late To Consider Buying SeSa S.p.A. (BIT:SES)?

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

Feb 14
SeSa (BIT:SES) Seems To Use Debt Quite Sensibly

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

Jan 25
Subdued Growth No Barrier To SeSa S.p.A.'s (BIT:SES) Price

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

Dec 22
Analysts Have Made A Financial Statement On SeSa S.p.A.'s (BIT:SES) Second-Quarter Report

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

Dec 09
SeSa S.p.A. (BIT:SES) Shares Could Be 21% Above Their Intrinsic Value Estimate

Returns Are Gaining Momentum At SeSa (BIT:SES)

Nov 20
Returns Are Gaining Momentum At SeSa (BIT:SES)

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

Nov 03
SeSa (BIT:SES) Has A Rock Solid Balance Sheet

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

Sep 27
Should You Investigate SeSa S.p.A. (BIT:SES) At €96.15?

SeSa (BIT:SES) Is Increasing Its Dividend To €1.00

Aug 18
SeSa (BIT:SES) Is Increasing Its Dividend To €1.00

Earnings and Revenue Growth Forecasts

BIT:SES - Analysts future estimates and past financials data (EUR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
4/30/20283,9791021222143
4/30/20273,791901091984
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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SES's forecast earnings growth (16.9% per year) is above the savings rate (3.3%).

Earnings vs Market: SES's earnings (16.9% per year) are forecast to grow faster than the Italian market (10.4% per year).

High Growth Earnings: SES's earnings are forecast to grow, but not significantly.

Revenue vs Market: SES's revenue (5.2% per year) is forecast to grow slower than the Italian market (5.7% per year).

High Growth Revenue: SES's revenue (5.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SES's Return on Equity is forecast to be low in 3 years time (19%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 07:19
End of Day Share Price 2026/05/05 00:00
Earnings2026/01/31
Annual Earnings2025/04/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SeSa S.p.A. is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michele BaldelliBNP Paribas
Luigi De BellisEquita SIM S.p.A.
Aleksandra ArsovaEquita SIM S.p.A.