Ferretti Framtida tillväxt
Future kriterier kontrolleras 1/6
Ferretti förväntas öka intäkter och intäkter med 7.8% respektive 2% per år. EPS förväntas tillväxt med 6.5% per år. Avkastningen på eget kapital förväntas bli 9% om 3 år.
Viktig information
7.8%
Tillväxttakt i vinsten
6.47%
Tillväxttakt för EPS
| Leisure vinsttillväxt | 14.1% |
| Intäkternas tillväxttakt | 2.0% |
| Framtida avkastning på eget kapital | 9.00% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 09 Aug 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • Aug 08
9638: New CEO And 2026 Revenue Outlook Will Support Long Term Upside
Analysts have reduced their fair value estimate for Ferretti from about HK$47.54 to around HK$43.66, citing updated assumptions on revenue growth, profit margins and future P/E expectations. What’s in the News for Ferretti Ferretti Group issued revised earnings guidance for 2026, with net revenues now expected to be in the range of €1,200 million to €1,240 million.Uppdatering av berättelse • Jul 22
9638: Board Dispute And New Leadership Will Support Long Term Upside
Analysts have revised their HK$ fair value estimate for Ferretti from HK$43.58 to HK$47.54, reflecting updated assumptions on revenue growth, profit margins, discount rates, and future P/E expectations. What’s in the News for Ferretti Azur a.s. (KKCG Maritime) filed a writ of summons with the Court of Bologna seeking nullification or annulment of AGM resolutions on Ferretti’s new Board, Board size, and Board of Statutory Auditors, and requested interim relief to suspend their effectiveness, according to company disclosures.Uppdatering av berättelse • Jun 25
9638: Governance Dispute And New Dividend Policy Will Support Long Term Upside
Analysts have trimmed their Ferretti price target to HK$43.58 from HK$45.74, as slightly higher discount rates and a modestly lower assumed future P/E multiple offset largely unchanged revenue growth and profit margin expectations. What’s in the News for Ferretti KKCG Maritime filed a writ of summons in the Court of Bologna challenging the AGM resolutions on Ferretti S.p.A.'s new Board, its size, and the Board of Statutory Auditors.Uppdatering av berättelse • Jun 09
9638: Tender Offer And Governance Reset Will Support Dividend And Long Term Upside
Analysts have trimmed their HK$ fair value estimate for Ferretti from HK$46.97 to HK$45.74, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E multiples in their updated models. What's in the News KKCG Maritime completed a voluntary partial tender offer for Ferretti, acquiring an additional 8.74% stake for about €120 million and raising its holding to 23.25% of the company’s share capital.Uppdatering av berättelse • May 26
9638: Tender Offer Outcome Will Shape Governance Shift And Supportive Dividend Outlook
Analysts have adjusted their fair value estimate for Ferretti from about HK$42.49 to roughly HK$46.97, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E multiples. What's in the News KKCG Maritime completed the acquisition of an additional 8.74% stake in Ferretti for approximately €120 million, increasing its holding to 78,641,625 shares (23.25% of Ferretti's share capital) after a tender offer that ran from March 16 to April 13, 2026 (Key Developments).Uppdatering av berättelse • Apr 28
9638: Tender Offer, Governance Slate And Dividend Will Shape Fairly Valued Outlook
Analysts have trimmed their price target for Ferretti to about HK$42.49 from around HK$45.34. They cited slightly higher discount rate assumptions and a lower future P/E multiple, while keeping revenue growth and profit margin expectations broadly unchanged.Uppdatering av berättelse • Apr 08
9638: Cancelled Tender Offer And Dividend Will Shape Fairly Valued Outlook
Analysts have nudged their Ferretti price target higher from HK$41.92 to HK$45.34, reflecting updated assumptions for slightly stronger revenue, a modestly higher profit margin and a small adjustment to the future P/E multiple. What's in the News KKCG Maritime cancelled its planned acquisition of an additional 15.4% stake in Ferretti S.p.A. for approximately €200m revised maximum consideration, after Ferretti's board described the improved €3.90 per share offer as not fair and not reasonable and advised shareholders to reject it (Key Developments).Uppdatering av berättelse • Mar 25
9638: Rising Stake Tender Offer Will Support Future Upside Potential
Analysts have lifted their price target for Ferretti from HK$40.93 to HK$41.92, reflecting updated assumptions around fair value, discount rate and future P/E while keeping revenue growth and profit margin expectations broadly consistent. What's in the News KKCG Maritime agreed to acquire an additional 15.4% stake in Ferretti S.p.A. for approximately €180 million at €3.50 per share on a cum dividend basis, which would raise its holding from 14.5% to 29.9%, with funding coming from internal resources.Uppdatering av berättelse • Mar 10
9638: Rising Stake Tender Offer Will Support Long Term Upside
Analysts have trimmed their HK$ fair value estimate for Ferretti from about HK$41.53 to around HK$40.93, citing slightly softer assumptions for revenue growth and profit margins. This is partly balanced by a marginally lower discount rate and a modestly higher future P/E outlook.Uppdatering av berättelse • Feb 24
9638: Rising Stake And Upcoming Board Decisions Will Support Long Term Upside
Analysts have trimmed their HK$ fair value estimate for Ferretti from about HK$41.99 to about HK$41.53, reflecting slightly more conservative assumptions on the discount rate, revenue growth, profit margin and future P/E. What's in the News Board meeting on February 24, 2026 to consider approval of the preliminary consolidated results as at December 31, 2025 and other business matters (company filing).Uppdatering av berättelse • Feb 07
9638: Rising Stake Acquisition Will Support A Stronger Long Term Outlook
Narrative Update: Ferretti Analyst Price Target Shift Analysts now see Ferretti’s fair value at about €42 per share, up from roughly €37. This reflects updated views on a slightly lower discount rate, higher revenue growth assumptions, a modestly adjusted profit margin outlook, and a marginally higher future P/E multiple.Analysartikel • Jan 26
An Intrinsic Calculation For Ferretti S.p.A. (HKG:9638) Suggests It's 39% Undervalued
Key Insights The projected fair value for Ferretti is HK$62.04 based on 2 Stage Free Cash Flow to Equity Ferretti is...Analysartikel • Jan 07
Ferretti S.p.A.'s (HKG:9638) Share Price Could Signal Some Risk
It's not a stretch to say that Ferretti S.p.A.'s ( HKG:9638 ) price-to-earnings (or "P/E") ratio of 12.2x right now...Analysartikel • Jun 11
There's Been No Shortage Of Growth Recently For Ferretti's (HKG:9638) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysartikel • May 28
Ferretti S.p.A.'s (HKG:9638) 27% Share Price Surge Not Quite Adding Up
Ferretti S.p.A. ( HKG:9638 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Analysartikel • May 06
Shareholders May Not Be So Generous With Ferretti S.p.A.'s (HKG:9638) CEO Compensation And Here's Why
Key Insights Ferretti to hold its Annual General Meeting on 13th of May CEO Alberto Galassi's total compensation...Analysartikel • Apr 23
We Think That There Are Some Issues For Ferretti (HKG:9638) Beyond Its Promising Earnings
Ferretti S.p.A.'s ( HKG:9638 ) healthy profit numbers didn't contain any surprises for investors. We believe that...
Ny berättelse • Feb 18
Riva Residenze And INFYNITO Series Expected To Boost Competitive Edge
Ferretti's focus on high-margin yacht segments and residential luxury is set to enhance revenue stability, diversify streams, and elevate earnings.Analysartikel • May 25
With EPS Growth And More, Ferretti (HKG:9638) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysartikel • May 08
Investors Will Want Ferretti's (HKG:9638) Growth In ROCE To Persist
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysartikel • Apr 17
What Ferretti S.p.A.'s (HKG:9638) P/E Is Not Telling You
With a price-to-earnings (or "P/E") ratio of 11.9x Ferretti S.p.A. ( HKG:9638 ) may be sending bearish signals at the...Analysartikel • Mar 24
Ferretti's (HKG:9638) Earnings Are Weaker Than They Seem
Ferretti S.p.A.'s ( HKG:9638 ) robust earnings report didn't manage to move the market for its stock. We did some...Analysartikel • Feb 13
Is Now The Time To Put Ferretti (HKG:9638) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysartikel • Jan 06
Ferretti (HKG:9638) Might Have The Makings Of A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Analysartikel • Sep 28
Ferretti (HKG:9638) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysartikel • Aug 11
Ferretti's (HKG:9638) Solid Earnings Have Been Accounted For Conservatively
Ferretti S.p.A.'s ( HKG:9638 ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Analysartikel • Aug 05
Is There An Opportunity With Ferretti S.p.A.'s (HKG:9638) 21% Undervaluation?
Today we will run through one way of estimating the intrinsic value of Ferretti S.p.A. ( HKG:9638 ) by taking the...Analysartikel • Jul 06
There's Reason For Concern Over Ferretti S.p.A.'s (HKG:9638) Price
Ferretti S.p.A.'s ( HKG:9638 ) price-to-earnings (or "P/E") ratio of 21.9x might make it look like a strong sell right...Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 1,356 | 101 | 96 | 164 | 7 |
| 12/31/2027 | 1,295 | 90 | 75 | 148 | 8 |
| 12/31/2026 | 1,254 | 82 | 46 | 110 | 8 |
| 6/30/2026 | 1,305 | 84 | 51 | 134 | N/A |
| 3/31/2026 | 1,326 | 87 | 62 | 151 | N/A |
| 12/31/2025 | 1,347 | 90 | 72 | 169 | N/A |
| 9/30/2025 | 1,323 | 89 | -10 | 94 | N/A |
| 6/30/2025 | 1,300 | 88 | -93 | 19 | N/A |
| 3/31/2025 | 1,301 | 88 | -107 | 10 | N/A |
| 12/31/2024 | 1,302 | 88 | -122 | 1 | N/A |
| 9/30/2024 | 1,282 | 87 | -81 | 46 | N/A |
| 6/30/2024 | 1,261 | 86 | -41 | 90 | N/A |
| 3/31/2024 | 1,229 | 85 | -50 | 92 | N/A |
| 12/31/2023 | 1,196 | 83 | -59 | 94 | N/A |
| 9/30/2023 | 1,163 | 77 | -62 | 79 | N/A |
| 6/30/2023 | 1,130 | 71 | -65 | 64 | N/A |
| 3/31/2023 | 1,101 | 66 | 0 | 105 | N/A |
| 12/31/2022 | 1,072 | 60 | 64 | 146 | N/A |
| 9/30/2022 | 1,048 | 50 | 81 | 171 | N/A |
| 6/30/2022 | 1,009 | 44 | 134 | 224 | N/A |
| 3/31/2022 | 968 | 41 | 165 | 248 | N/A |
| 12/31/2021 | 927 | 38 | 195 | 272 | N/A |
| 9/30/2021 | 906 | 48 | 186 | 259 | N/A |
| 12/31/2020 | 638 | 22 | -15 | 57 | N/A |
| 12/31/2019 | 678 | 27 | N/A | 54 | N/A |
| 6/30/2019 | 669 | 39 | N/A | 68 | N/A |
| 3/31/2019 | 649 | 35 | N/A | 49 | N/A |
| 12/31/2018 | 631 | 31 | N/A | 30 | N/A |
| 12/31/2017 | 573 | 24 | N/A | 7 | N/A |
| 12/31/2016 | 520 | 14 | N/A | 8 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: 9638 s prognostiserade vinsttillväxt ( 7.8% per år) är över sparkvoten ( 3.1% ).
Resultat vs marknad: 9638 s intäkter ( 7.8% per år) förväntas växa långsammare än marknaden för Hong Kong ( 11.7% per år).
Höga tillväxtresultat: 9638 s intäkter förväntas växa, men inte avsevärt.
Intäkt vs marknad: 9638 s intäkter ( 2% per år) förväntas växa långsammare än marknaden för Hong Kong ( 8.6% per år).
Hög tillväxtintäkter: 9638 s intäkter ( 2% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: 9638 s avkastning på eget kapital förväntas bli låg om 3 år ( 9 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/21 14:38 |
| Aktiekurs vid dagens slut | 2026/08/21 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar 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
Ferretti S.p.A. bevakas av 13 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Carmen Novel | Banca Akros S.p.A. (ESN) |
| Anna Frontani | Berenberg |
| null null | China International Capital Corporation Limited |