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Bilfinger SEXTRA:GBF Aktierapport

Marknadsvärde €3.3b
Aktiekurs
€88.20
€122.5
28.0% undervärderad intrinsisk rabatt
1Y13.7%
7D2.7%
1D
Portföljens värde
Utsikt

Bilfinger SE

XTRA:GBF Aktierapport

Börsvärde: €3.3b

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 tillväxt1/6
Tidigare resultat2/6
Finansiell hälsa6/6
Utdelningar3/6

GBF Community Fair Values

Create Narrative

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€88.20
52 veckors högsta€129.30
52 veckors lägsta€72.65
Beta0.55
1 månads förändring-17.03%
3 månaders förändring-27.53%
1 års förändring13.66%
3 års förändring159.41%
5 års förändring228.86%
Förändring sedan börsintroduktionen100.20%

Senaste nyheter och uppdateringar

Uppdatering av berättelse Apr 22

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.
Uppdatering av berättelse Apr 07

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.

Recent updates

Uppdatering av berättelse Apr 22

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.
Uppdatering av berättelse Apr 07

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.
Uppdatering av berättelse Mar 24

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.
Uppdatering av berättelse Mar 09

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.
Uppdatering av berättelse Feb 23

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.
Uppdatering av berättelse Feb 08

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.
Analysartikel Feb 04

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

With a price-to-earnings (or "P/E") ratio of 24.6x Bilfinger SE ( ETR:GBF ) may be sending bearish signals at the...
Uppdatering av berättelse Jan 24

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).
Uppdatering av berättelse Jan 08

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.
Analysartikel Dec 30

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Uppdatering av berättelse Dec 15

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.
Uppdatering av berättelse Nov 30

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.
Analysartikel Nov 21

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

Bilfinger SE ( ETR:GBF ) just released its latest third-quarter results and things are looking bullish. The company...
Uppdatering av berättelse Nov 16

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.
Analysartikel Nov 14

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analysartikel Oct 28

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

It's not a stretch to say that Bilfinger SE's ( ETR:GBF ) price-to-earnings (or "P/E") ratio of 20x right now seems...
Analysartikel Sep 23

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Aug 20

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

The market for Bilfinger SE's ( ETR:GBF ) shares didn't move much after it posted weak earnings recently. We did some...
Analysartikel Aug 16

Is Bilfinger SE (ETR:GBF) Potentially Undervalued?

XTRA:GBF 1 Year Share Price vs Fair Value Explore Bilfinger's Fair Values from the Community and select yours Bilfinger...
Uppdatering av berättelse Aug 16

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.
Analysartikel Jul 16

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

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 26% in the last...
Analysartikel Jul 11

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analysartikel May 08

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

Key Insights Bilfinger to hold its Annual General Meeting on 14th of May Total pay for CEO Thomas Schulz includes...
Analysartikel May 06

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

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 26% in the last...
Analysartikel May 02

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Apr 15

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

Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price...
Analysartikel Mar 31

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

Bilfinger SE ( ETR:GBF ) will increase its dividend from last year's comparable payment on the 19th of May to €2.40...
Analysartikel Mar 22

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Analysartikel Mar 07

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

The investors in Bilfinger SE 's ( ETR:GBF ) will be rubbing their hands together with glee today, after the share...
Analysartikel Mar 06

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

Despite an already strong run, Bilfinger SE ( ETR:GBF ) shares have been powering on, with a gain of 44% in the last...
Analysartikel Feb 27

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

Key Insights Bilfinger's estimated fair value is €102 based on 2 Stage Free Cash Flow to Equity Current share price of...
User avatar
Ny berättelse Feb 07

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.
Analysartikel Jan 29

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Jan 14

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

While Bilfinger SE ( ETR:GBF ) might not have the largest market cap around , it received a lot of attention from a...
Analysartikel Dec 10

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analysartikel Nov 17

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

As you might know, Bilfinger SE ( ETR:GBF ) recently reported its quarterly numbers. It looks like a credible result...
Analysartikel Oct 25

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Oct 05

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

With a price-to-earnings (or "P/E") ratio of 8.8x Bilfinger SE ( ETR:GBF ) may be sending bullish signals at the...
Analysartikel Sep 04

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

Bilfinger SE ( ETR:GBF ), is not the largest company out there, but it saw significant share price movement during...
Analysartikel Aug 16

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

Investors in Bilfinger SE ( ETR:GBF ) had a good week, as its shares rose 5.1% to close at €49.65 following the release...
Analysartikel Aug 03

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

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analysartikel May 13

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

Bilfinger SE ( ETR:GBF ), is not the largest company out there, but it led the XTRA gainers with a relatively large...
Analysartikel Apr 27

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

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Commercial Services industry in Germany, you...
Analysartikel Apr 12

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Analysartikel Feb 22

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

Bilfinger SE ( ETR:GBF ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
Analysartikel Feb 18

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

Bilfinger SE ( ETR:GBF ) just released its yearly report and things are looking bullish. The company beat forecasts...
Analysartikel Nov 18

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

A week ago, Bilfinger SE ( ETR:GBF ) came out with a strong set of third-quarter numbers that could potentially lead to...
Analysartikel Oct 11

Is Bilfinger (ETR:GBF) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Aug 12

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

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Analysartikel Jul 10

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

Bilfinger SE ( ETR:GBF ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...

Aktieägarnas avkastning

GBFDE Commercial ServicesDE Marknad
7D2.7%0.7%3.2%
1Y13.7%6.8%2.5%

Avkastning vs industri: GBF översteg German Commercial Services branschen som gav 6.8 % under det senaste året.

Avkastning vs Marknaden: GBF översteg German marknaden som gav 2.5 % under det senaste året.

Prisvolatilitet

Is GBF's price volatile compared to industry and market?
GBF volatility
GBF Average Weekly Movement6.2%
Commercial Services Industry Average Movement6.6%
Market Average Movement6.1%
10% most volatile stocks in DE Market13.6%
10% least volatile stocks in DE Market2.7%

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
188030,570Thomas 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€3.26b
Vinst(TTM)€181.10m
Intäkter(TTM)€5.47b
18.0x
P/E-förhållande
0.6x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
GBF resultaträkning (TTM)
Intäkter€5.47b
Kostnad för intäkter€4.85b
Bruttovinst€617.60m
Övriga kostnader€436.50m
Intäkter€181.10m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

Aug 12, 2026

Vinst per aktie (EPS)4.90
Bruttomarginal11.29%
Nettovinstmarginal3.31%
Skuld/egenkapitalförhållande26.7%

Hur har GBF utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.2%
Aktuell utdelningsavkastning
57%
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-utdelning3 days
Dagar till utdelningsdag1 day

Ger GBF en tillförlitlig utdelning?

Se GBF utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 14:53
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
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