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Bilfinger SEXTRA:GBF Aktierapport

Marknadsvärde €3.6b
Aktiekurs
€98.10
€122.5
19.9% undervärderad intrinsisk rabatt
1Y31.5%
7D-3.7%
Portföljens värde
Utsikt

Bilfinger SE

XTRA:GBF Aktierapport

Börsvärde: €3.6b

Bilfinger (GBF) Aktievy

Bilfinger SE tillhandahåller industriella tjänster till kunder inom processindustrin främst i Europa, Nordamerika och Mellanöstern. Mer information

GBF fundamental analys
Snöflinga Score
Värdering4/6
Framtida tillväxt2/6
Tidigare resultat2/6
Finansiell hälsa6/6
Utdelningar3/6

GBF Community Fair Values

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See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

Bilfinger SE Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Bilfinger
Historiska aktiekurser
Aktuell aktiekurs€98.10
52 veckors högsta€129.30
52 veckors lägsta€70.10
Beta0.58
1 månads förändring0.10%
3 månaders förändring-17.22%
1 års förändring31.50%
3 års förändring158.84%
5 års förändring250.36%
Förändring sedan börsintroduktionen122.68%

Senaste nyheter och uppdateringar

GBF: Higher Dividend And Refined Assumptions Will Support A More Confident Future

Analysts have lifted their price target on Bilfinger by €10. They cite refreshed views on the company that feed through into slightly updated discount rate assumptions, margin expectations and a marginally higher future P/E multiple.

GBF: Long Term Assumptions And Dividend Outlook Will Support A More Confident Future

Analysts have raised their price target on Bilfinger by €10 to reflect updated assumptions around discount rates, long term growth and earnings multiples, while keeping the fair value estimate unchanged at €122.5. Analyst Commentary Bullish Takeaways Bullish analysts view the €10 price target uplift as a reflection of greater confidence in Bilfinger’s ability to support current assumptions on long term growth, without requiring a higher fair value than €122.5. The revised discount rate inputs are seen by bullish analysts as better aligned with Bilfinger’s perceived risk profile, which they argue supports the updated target while keeping the valuation framework consistent. Optimistic views focus on earnings multiples that are considered in line with peers, which bullish analysts see as reasonable for the company’s current execution assumptions.

GBF: Revised Discount Rate Assumptions Will Support A More Confident Forward Outlook

Analysts have raised their price target on Bilfinger by €10 to €122.50, citing updated views that are now reflected in slightly revised assumptions for the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent commentary around the new €122.50 price target focuses on how updated assumptions for the discount rate, revenue growth, profit margin and forward P/E feed into the valuation case and execution risks.

Recent updates

GBF: Higher Dividend And Refined Assumptions Will Support A More Confident Future

Analysts have lifted their price target on Bilfinger by €10. They cite refreshed views on the company that feed through into slightly updated discount rate assumptions, margin expectations and a marginally higher future P/E multiple.

GBF: Long Term Assumptions And Dividend Outlook Will Support A More Confident Future

Analysts have raised their price target on Bilfinger by €10 to reflect updated assumptions around discount rates, long term growth and earnings multiples, while keeping the fair value estimate unchanged at €122.5. Analyst Commentary Bullish Takeaways Bullish analysts view the €10 price target uplift as a reflection of greater confidence in Bilfinger’s ability to support current assumptions on long term growth, without requiring a higher fair value than €122.5. The revised discount rate inputs are seen by bullish analysts as better aligned with Bilfinger’s perceived risk profile, which they argue supports the updated target while keeping the valuation framework consistent. Optimistic views focus on earnings multiples that are considered in line with peers, which bullish analysts see as reasonable for the company’s current execution assumptions.

GBF: Revised Discount Rate Assumptions Will Support A More Confident Forward Outlook

Analysts have raised their price target on Bilfinger by €10 to €122.50, citing updated views that are now reflected in slightly revised assumptions for the discount rate, revenue growth, profit margin and forward P/E. Analyst Commentary Recent commentary around the new €122.50 price target focuses on how updated assumptions for the discount rate, revenue growth, profit margin and forward P/E feed into the valuation case and execution risks.

GBF: Recent Research Support Will Shape A More Confident Forward Outlook

Analysts have nudged their fair value estimate for Bilfinger up from €120.50 to €122.50, citing recent Street research, including a €10 increase in the price target highlighted by Deutsche Bank, as support for the higher target. Analyst Commentary Bullish analysts are pointing to the €10 uplift in the reference price target as support for a slightly higher fair value range, suggesting that recent research is incrementally more comfortable with the risk and execution profile behind Bilfinger.

GBF: Acquisition Ambitions And Incrementally Richer P E Will Shape Balanced Outlook

Analysts have nudged their price target for Bilfinger up by €10, citing updated assumptions around discount rates, profit margins and forward P/E that refine rather than overhaul the existing view of fair value at €120.5. Analyst Commentary Bullish Takeaways Bullish analysts frame the higher €120.5 fair value as a refinement of their model. They suggest that updated discount rate assumptions support the existing equity story rather than signalling a major change in outlook.

GBF: Acquisition Plans And International Strength Will Shape Fairly Balanced Outlook

Analysts have raised their fair value estimate for Bilfinger from €118.00 to €120.50, citing updated assumptions on the discount rate, revenue growth, profit margins, and the future P/E multiple in line with recent Street research, including the higher price target reported by Deutsche Bank. Analyst Commentary Bullish Takeaways Bullish analysts treat the higher external price target as confirmation that the updated fair value of €120.50 is still anchored in current market thinking rather than an outlier view.

Subdued Growth No Barrier To Bilfinger SE's (ETR:GBF) Price

Feb 04
Subdued Growth No Barrier To Bilfinger SE's (ETR:GBF) Price

GBF: Acquisition Focus And International Segment Performance Will Shape Balanced Outlook

Analysts have lifted their price target on Bilfinger to €118 from €112, citing slightly higher assumptions for revenue growth and future P/E, while keeping discount rate and profit margin inputs broadly unchanged. What's in the News Bilfinger is actively seeking acquisitions, with management indicating a focus on bolt on deals in its two European segments and openness to larger transactions in the international segment (Key Developments).

GBF: Acquisition Pipeline And International Segment Will Shape Balanced Medium Term Outlook

Narrative Update: Bilfinger Analyst Price Target Shift Analysts have kept their fair value estimate for Bilfinger steady at €112. This reflects only very small tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially alter their overall view of the stock’s valuation.

Is Bilfinger (ETR:GBF) Using Too Much Debt?

Dec 30
Is Bilfinger (ETR:GBF) Using Too Much Debt?

GBF: Acquisition Plans And International Expansion Will Support Medium Term Outlook

Analysts have nudged their price target on Bilfinger higher from €109.33 to €112.00, as slightly stronger expected revenue growth and a modestly higher future earnings multiple more than offset a marginally lower profit margin assumption and a small adjustment to the discount rate. What's in the News Bilfinger is actively seeking acquisitions, prioritizing bolt on deals in its two European segments while remaining open to larger transactions in its international segment to accelerate growth (Key Developments) Management highlights that the international segment is delivering higher growth, driven by stronger market conditions and the strategic openness to a bigger acquisition in that region (Key Developments) The company revised its 2025 earnings guidance, updating its revenue outlook to a range of EUR 5.3 billion to EUR 5.5 billion, signaling confidence in its medium term growth trajectory (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from €109.33 to €112.00, reflecting a modestly higher overall valuation.

GBF: Updated Margin Outlook And Discount Rate Will Offset Modest Revenue Risks

Analysts have raised their fair value estimate for Bilfinger from €104 to approximately €109.33, citing minor adjustments to profit margin outlooks and a slightly lower discount rate. This comes despite expectations of modestly slower revenue growth.

Bilfinger SE (ETR:GBF) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Nov 21
Bilfinger SE (ETR:GBF) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

GBF: Expectations Suggest Share Price Will Remain Supported By Stronger Outlook

Narrative Update: Analyst Price Target Increased for Bilfinger Analysts have raised their fair value price target for Bilfinger from €101.33 to €104.00. This change reflects improved expectations based on slightly higher projected revenue growth and profit margins, despite a modest increase in the discount rate.

Bilfinger (ETR:GBF) Is Experiencing Growth In Returns On Capital

Nov 14
Bilfinger (ETR:GBF) Is Experiencing Growth In Returns On Capital

There's Reason For Concern Over Bilfinger SE's (ETR:GBF) Price

Oct 28
There's Reason For Concern Over Bilfinger SE's (ETR:GBF) Price

Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

Sep 23
Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

Bilfinger's (ETR:GBF) Soft Earnings Are Actually Better Than They Appear

Aug 20
Bilfinger's (ETR:GBF) Soft Earnings Are Actually Better Than They Appear

Is Bilfinger SE (ETR:GBF) Potentially Undervalued?

Aug 16
Is Bilfinger SE (ETR:GBF) Potentially Undervalued?

Shift Towards Higher-Margin Projects Expected To Improve Earnings Stability

Despite a reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has underpinned an upward revision in Bilfinger’s consensus Analyst Price Target from €94.67 to €101.33. What's in the News Bilfinger SE held an Analyst/Investor Day.

Bilfinger SE's (ETR:GBF) 26% Share Price Surge Not Quite Adding Up

Jul 16
Bilfinger SE's (ETR:GBF) 26% Share Price Surge Not Quite Adding Up

Bilfinger (ETR:GBF) Is Doing The Right Things To Multiply Its Share Price

Jul 11
Bilfinger (ETR:GBF) Is Doing The Right Things To Multiply Its Share Price

The Compensation For Bilfinger SE's (ETR:GBF) CEO Looks Deserved And Here's Why

May 08
The Compensation For Bilfinger SE's (ETR:GBF) CEO Looks Deserved And Here's Why

Improved Earnings Required Before Bilfinger SE (ETR:GBF) Stock's 26% Jump Looks Justified

May 06
Improved Earnings Required Before Bilfinger SE (ETR:GBF) Stock's 26% Jump Looks Justified

These 4 Measures Indicate That Bilfinger (ETR:GBF) Is Using Debt Safely

May 02
These 4 Measures Indicate That Bilfinger (ETR:GBF) Is Using Debt Safely

Is Now The Time To Look At Buying Bilfinger SE (ETR:GBF)?

Apr 15
Is Now The Time To Look At Buying Bilfinger SE (ETR:GBF)?

Bilfinger (ETR:GBF) Is Increasing Its Dividend To €2.40

Mar 31
Bilfinger (ETR:GBF) Is Increasing Its Dividend To €2.40

Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

Mar 22
Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

Bilfinger SE Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

Mar 07
Bilfinger SE Just Beat EPS By 10%: Here's What Analysts Think Will Happen Next

Bilfinger SE's (ETR:GBF) Shares Bounce 44% But Its Business Still Trails The Market

Mar 06
Bilfinger SE's (ETR:GBF) Shares Bounce 44% But Its Business Still Trails The Market

Are Investors Undervaluing Bilfinger SE (ETR:GBF) By 44%?

Feb 27
Are Investors Undervaluing Bilfinger SE (ETR:GBF) By 44%?
User avatar

Efficiency Initiatives And Stork Acquisition May Strengthen Future Performance, But US Subsidiary Risks Persist

Strategic focus on operational excellence and acquisition success supports future earnings, revenue growth, and profitability through higher margins.

Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

Jan 29
Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

Should You Investigate Bilfinger SE (ETR:GBF) At €44.75?

Jan 14
Should You Investigate Bilfinger SE (ETR:GBF) At €44.75?

Bilfinger (ETR:GBF) Is Looking To Continue Growing Its Returns On Capital

Dec 10
Bilfinger (ETR:GBF) Is Looking To Continue Growing Its Returns On Capital

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 17
Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

Oct 25
Does Bilfinger (ETR:GBF) Have A Healthy Balance Sheet?

Insufficient Growth At Bilfinger SE (ETR:GBF) Hampers Share Price

Oct 05
Insufficient Growth At Bilfinger SE (ETR:GBF) Hampers Share Price

Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Sep 04
Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Analyst Estimates: Here's What Brokers Think Of Bilfinger SE (ETR:GBF) After Its Second-Quarter Report

Aug 16
Analyst Estimates: Here's What Brokers Think Of Bilfinger SE (ETR:GBF) After Its Second-Quarter Report

Bilfinger (ETR:GBF) Might Have The Makings Of A Multi-Bagger

Aug 03
Bilfinger (ETR:GBF) Might Have The Makings Of A Multi-Bagger

Is It Too Late To Consider Buying Bilfinger SE (ETR:GBF)?

May 13
Is It Too Late To Consider Buying Bilfinger SE (ETR:GBF)?

Investors Still Waiting For A Pull Back In Bilfinger SE (ETR:GBF)

Apr 27
Investors Still Waiting For A Pull Back In Bilfinger SE (ETR:GBF)

There's Been No Shortage Of Growth Recently For Bilfinger's (ETR:GBF) Returns On Capital

Apr 12
There's Been No Shortage Of Growth Recently For Bilfinger's (ETR:GBF) Returns On Capital

There May Be Underlying Issues With The Quality Of Bilfinger's (ETR:GBF) Earnings

Feb 22
There May Be Underlying Issues With The Quality Of Bilfinger's (ETR:GBF) Earnings

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Feb 18
Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 18
Earnings Beat: Bilfinger SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Is Bilfinger (ETR:GBF) A Risky Investment?

Oct 11
Is Bilfinger (ETR:GBF) A Risky Investment?

Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

Aug 12
Bilfinger's (ETR:GBF) Returns On Capital Are Heading Higher

Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Jul 10
Should You Think About Buying Bilfinger SE (ETR:GBF) Now?

Bilfinger (ETR:GBF) Seems To Use Debt Rather Sparingly

Jun 22
Bilfinger (ETR:GBF) Seems To Use Debt Rather Sparingly

Aktieägarnas avkastning

GBFDE Commercial ServicesDE Marknad
7D-3.7%-3.7%-0.4%
1Y31.5%12.4%3.0%

Avkastning vs industri: GBF översteg German Commercial Services branschen som gav 12.4 % under det senaste året.

Avkastning vs Marknaden: GBF översteg German marknaden som gav 3 % under det senaste året.

Prisvolatilitet

Is GBF's price volatile compared to industry and market?
GBF volatility
GBF Average Weekly Movement5.9%
Commercial Services Industry Average Movement6.5%
Market Average Movement6.0%
10% most volatile stocks in DE Market12.4%
10% least volatile stocks in DE Market2.6%

Stabil aktiekurs: GBF har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för German.

Volatilitet över tid: GBF s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
188030,525Thomas Schulzwww.bilfinger.com

Bilfinger SE tillhandahåller industriella tjänster till kunder inom processindustrin främst i Europa, Nordamerika och Mellanöstern. Bolaget erbjuder tjänster inom teknik, projekt, underhåll, turnaround, roterande utrustning, inspektion, isolering, byggnadsställningar, korrosionsskydd, mekanik, el, instrumentering, styrning och digitala tjänster. Företaget erbjuder också tjänster inom nybyggnation och avveckling av kärnkraftverk samt behandling av radioaktivt avfall.

Bilfinger SE Sammanfattning av grunderna

Hur förhåller sig Bilfinger:s resultat och omsättning till dess börsvärde?
GBF grundläggande statistik
Börsvärde€3.62b
Vinst(TTM)€175.90m
Intäkter(TTM)€5.43b
20.6x
P/E-förhållande
0.7x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
GBF resultaträkning (TTM)
Intäkter€5.43b
Kostnad för intäkter€4.81b
Bruttovinst€617.20m
Övriga kostnader€441.30m
Intäkter€175.90m

Senast redovisade vinst

Dec 31, 2025

Nästa vinstdatum

May 13, 2026

Vinst per aktie (EPS)4.76
Bruttomarginal11.37%
Nettovinstmarginal3.24%
Skuld/egenkapitalförhållande13.2%

Hur har GBF utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

2.9%
Aktuell utdelningsavkastning
59%
Utbetalningskvot

Ger GBF en tillförlitlig utdelning?

Se GBF utdelningshistorik och jämförelsetal
När behöver man köpa GBF för att få en kommande utdelning?
Bilfinger datum för utdelning
Ex utdelningsdagMay 21 2026
Utbetalningsdag för utdelningMay 25 2026
Dagar till Ex-utdelning20 days
Dagar till utdelningsdag24 days

Ger GBF en tillförlitlig utdelning?

Se GBF utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 04:06
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Bilfinger SE bevakas av 16 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Gunnar CohrsBerenberg
Gerhard OrgonasBNP Paribas
Andreas InderstBNP Paribas