Callaway Golf Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Callaway Golf kazanç ve gelirin sırasıyla yıllık 34.6% ve 1.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 36.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 5.5% olacağı tahmin edilmektedir.
Anahtar bilgiler
34.6%
Kazanç büyüme oranı
36.19%
EPS büyüme oranı
| Leisure kazanç büyümesi | 37.4% |
| Gelir büyüme oranı | 1.1% |
| Gelecekteki özkaynak getirisi | 5.48% |
| Analist kapsamı | Good |
| Son güncelleme | 04 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • May 01
CALY: Healthy Golf Spending And Higher Future P/E Could Drive Rerating
Analysts have recently adjusted their models on Callaway Golf and, with a series of revised price targets around $15, are linking the change in target to more modest revenue and margin assumptions, balanced against a higher future P/E multiple. Analyst Commentary Recent Street research on Callaway Golf centers on price targets converging around US$15, with analysts refining their models after the latest quarterly update.
Analiz Güncellemesi • Apr 16
CALY: Healthier Golf Spending And New Models Will Support Future Share Recovery
Analysts have collectively nudged their average price target for Callaway Golf higher by $4, citing healthier golf spending trends, a steadier profit outlook, and recent model updates that focus on stabilizing market share and reinforcing revenue and earnings trajectories. Analyst Commentary Recent research on Callaway Golf points to a mixed but constructive tone, with several firms adjusting models and price targets as they reassess golf demand, market share trends, and the company’s earnings profile.Analiz Güncellemesi • Apr 02
CALY: Healthy Golf Demand And Entertainment Venues Will Support Future Share Recovery
Analysts have nudged their Callaway Golf fair value estimate higher to $16.75 from $16.35. They point to updated models that reflect healthier revenue growth expectations, a slightly lower discount rate and a higher assumed future P/E multiple, alongside a series of recent price target increases and rating upgrades on the stock.Analiz Güncellemesi • Mar 19
CALY: Healthy Golf Spending And Integrated Platform Will Drive Future Rerating
Analysts have recently lifted Callaway Golf's average price target toward $15, reflecting updated models that incorporate healthier golf spending, a lower discount rate, more moderate revenue and margin assumptions, and a higher future P/E of about 25.5x. Analyst Commentary Recent Street research around Callaway Golf clusters around the US$15 price target, with several bullish analysts raising their estimates and some introducing higher upside scenarios for Topgolf Callaway as a combined platform.Analiz Güncellemesi • Mar 05
CALY: Healthy Golf Demand And Entertainment Venues Will Drive Share Recovery
The analyst price target for Callaway Golf has shifted modestly higher. Our fair value estimate has moved from $16.05 to $16.35 as analysts point to a steady golf consumer, ongoing sector interest, and the need for the company to address market share pressure while working to get revenue and earnings growth back on track.Analiz Güncellemesi • Feb 18
CALY: Topgolf Entertainment Integration Will Shape Deleveraging And Core Golf Focus Narrative
The analyst fair value estimate for Callaway Golf has been revised from $12.50 to $16.05, reflecting updated Street price targets in the range of $15 to $17.50, as well as analyst expectations for improved revenue growth, stronger profit margins, and a more conventional forward P/E multiple. Analyst Commentary Recent Street research around Callaway Golf and Topgolf Callaway highlights a mix of optimism on execution and growth potential, alongside some caution on valuation and near term earnings risk.Analiz Güncellemesi • Feb 04
CALY: Pure Play Focus And Topgolf Stake Sale Will Drive Rerating
The analyst price target for Callaway Golf has been lifted from US$10.50 to US$19.00, with analysts pointing to recent upgrades, higher targets across the Street, and support for the Topgolf transaction and pure-play golf focus as key reasons for the reassessment. Analyst Commentary Recent research highlights a clear shift in tone around Callaway Golf and the Topgolf transaction, with several bullish analysts pointing to a cleaner focus on core golf equipment and clearer value for the Topgolf stake as key supports for higher price targets.Seeking Alpha • Jan 15
Topgolf Callaway Brands Stunning Rise Necessitates A Recalibration
Summary Topgolf Callaway Brands surged 79.4% in a year, driven by a $1.1 billion Topgolf stake sale and balance sheet transformation. MODG used $800 million in cash proceeds to eliminate net debt, now holding a $200 million net cash position and launching a $200 million buyback. MODG trades at a 0.92x EV/revenue multiple, a steep discount to Acushnet, supporting continued upside despite recent gains. I maintain a "Strong Buy" on MODG but have sold covered calls to lock in gains and manage risk after historic appreciation. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 15
Revenues Not Telling The Story For Topgolf Callaway Brands Corp. (NYSE:MODG) After Shares Rise 27%
Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
Analiz Güncellemesi • Jan 07
MODG: Planned Topgolf Stake Sale Will Likely Expose Downside Risk
Analysts have lifted their fair value estimate for Topgolf Callaway Brands from about $7.00 to roughly $10.00 per share, citing recent price target increases to as high as $17.50, supportive views on the planned $1.1b Topgolf stake sale, and a focus on the core golf equipment business. Analyst Commentary Recent research has centered on the planned sale of a 60% stake in the Topgolf and Toptracer businesses at an implied valuation of about $1.1b and what that means for Topgolf Callaway Brands' equity story.Analiz Güncellemesi • Dec 24
MODG: Topgolf Stake Sale Will Shape Deleveraging And Core Golf Focus Narrative
Analysts have nudged their blended price target on Topgolf Callaway Brands modestly higher to the low teens per share, supported by views that the planned $1.1B Topgolf stake sale, the resulting $770M in net proceeds, and the strategic refocus on core golf equipment enhance balance sheet flexibility and preserve upside participation in future growth. Analyst Commentary Recent Street commentary on Topgolf Callaway highlights a generally constructive stance on the announced Topgolf stake sale, with debate centering on valuation, capital allocation, and the durability of growth in the core golf franchise.Analiz Güncellemesi • Dec 09
MODG: Topgolf Stake Sale Will Define Future Focus On Core Franchise
Analysts have raised their fair value estimate for Topgolf Callaway Brands from approximately $11.72 to $12.50, citing the recently announced $1.1B Topgolf stake sale, associated balance sheet de-risking, and the company’s refocus on its core golf equipment franchise as key drivers supporting higher price targets across recent research. Analyst Commentary Bullish analysts view the announced Topgolf stake sale as a pivotal step that simplifies the business model, sharpens focus on the higher margin, core equipment franchise, and removes an overhang related to capital intensity and valuation uncertainty around the entertainment assets.Analiz Makalesi • Nov 27
Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Climb 27% But Its Business Is Yet to Catch Up
The Topgolf Callaway Brands Corp. ( NYSE:MODG ) share price has done very well over the last month, posting an...Analiz Güncellemesi • Nov 25
MODG: Business Simplification And Asset Sale Will Define Forward Outlook
Analysts have raised their price target for Topgolf Callaway Brands from approximately $11.06 to $11.72 per share. They cite transaction-driven business simplification and improved strategic clarity as key factors behind the modest increase.Analiz Güncellemesi • Nov 11
MODG: Continued Equipment Demand And Asset Monetization Will Shape Future Performance
Analysts have raised their price target for Topgolf Callaway Brands to $14 from $13, citing continued healthy demand in the core equipment business and positive developments at Topgolf SVS as key reasons for their updated outlook. Analyst Commentary Recent research from Wall Street highlights a mix of optimism and caution surrounding Topgolf Callaway Brands, with updated ratings and price targets reflecting both company execution and broader consumer trends.Analiz Güncellemesi • Aug 08
Expanded Value Offerings And New Venues Will Drive Active Leisure
The significant upward revision in analyst price target for Topgolf Callaway Brands is primarily driven by improved consensus revenue growth forecasts and a higher future P/E multiple, resulting in a fair value increase from $9.00 to $10.14. What's in the News Topgolf Callaway Brands lowered its FY2025 consolidated net revenue guidance to $3.80–$3.92 billion, down from prior guidance of $4.00–$4.185 billion.Analiz Makalesi • Jul 26
Topgolf Callaway Brands Corp. (NYSE:MODG) Held Back By Insufficient Growth Even After Shares Climb 26%
Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...Analiz Makalesi • May 13
Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Leap 26% Yet They're Still Not Telling The Full Story
Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have had a really impressive month, gaining 26% after a shaky period...Analiz Makalesi • May 08
Is Topgolf Callaway Brands (NYSE:MODG) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analiz Makalesi • Apr 01
Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching
Topgolf Callaway Brands Corp. ( NYSE:MODG ), is not the largest company out there, but it saw a double-digit share...Seeking Alpha • Mar 06
Topgolf Callaway: Why Investors Should Take A Swing
Summary Topgolf and Callaway will separate into two independent companies, potentially unlocking value. Callaway will focus on golf equipment, while Topgolf will operate as a debt-free entertainment brand. The stock has plunged 84% since its peak, largely due to the challenges of merging golf equipment manufacturing with entertainment. However, at $6 per share it is undervalued. Callaway is positioned for stable growth with its premium golf gear and Toptracer technology, while Topgolf presents a higher-risk, high-reward opportunity through international expansion and innovation. The split provides clarity for both businesses, making Callaway a safer bet and Topgolf a speculative growth play. At current levels, the stock is a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Topgolf Callaway: Q4 Preview, A Costly Mistake With No Clear Turnaround - 'Sell'
Summary The merger of Topgolf and Callaway was a strategic mistake, leading to high debt and damaging Callaway's premium brand image. Topgolf's revenue growth has slowed due to economic normalization, with declining consumer spending and rising interest rates. The combined company faces significant financial challenges, and even the intended spin-off carries substantial uncertainties. I initiate a "SELL" rating for Topgolf Callaway, estimating the fair value at $2 per share. Read the full article on Seeking AlphaAnaliz Makalesi • Feb 16
Market Cool On Topgolf Callaway Brands Corp.'s (NYSE:MODG) Revenues
When close to half the companies operating in the Leisure industry in the United States have price-to-sales ratios (or...Seeking Alpha • Dec 29
Topgolf Callaway Brands: A Bogey At These Prices Looks Improbable
Summary Topgolf Callaway Brands' shares have plummeted 47% in 2024 and 79.3% from their peak, but the decline seems extreme given the company's fundamentals. Management plans to split Topgolf and Callaway Golf Company, aiming to unlock value despite recent financial struggles and increased debt. Topgolf's growth strategy involves expanding venues, while Callaway Golf Company will inherit the debt, potentially offering investors Topgolf at a low valuation. Despite market skepticism, I maintain a strong buy rating, believing the separation will reveal undervalued assets and present a compelling investment opportunity. Read the full article on Seeking AlphaAnaliz Makalesi • Dec 07
Topgolf Callaway Brands (NYSE:MODG) Use Of Debt Could Be Considered Risky
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Nov 24
Topgolf Callaway Brands: No Signs Of Recovery In Sight
Summary I maintain a sell rating on Topgolf Callaway Brands due to poor revenue performance, weak consumer spending, and ineffective growth initiatives. MODG's 3Q24 earnings showed a 2.7% y/y revenue decline, with EBIT margin compressing by 400 bps and net income plummeting to $4.3 million. Topgolf's SVS declined for the fourth consecutive quarter, with both consumer and corporate segments showing significant drops. MODG's leverage ratio increased to 4.1x, raising concerns about its balance sheet. Read the full article on Seeking Alpha
Yeni Analiz • Sep 12
Critical Review And Digital Investments Poised To Propel Future Growth And Market Leadership
Strategic review and investments in digital capabilities at Topgolf aim to enhance shareholder value and increase revenue through higher venue traffic.Seeking Alpha • Aug 16
Topgolf Callaway: Concerning Traffic Decline At Topgolf
Summary Topgolf Callaway's Q2 report showed mixed financial performance with fine surface-level financial results across segments. Underneath, Topgolf's traffic is deteriorating rapidly, also leading to a 2024 guidance shift and a strategic alternative review process. The weakness seems to show structurally weak demand. Topgolf Callaway's stock remains unattractive even at the lower stock level as the financial performance looks to deteriorate from lower traffic. Read the full article on Seeking AlphaAnaliz Makalesi • Aug 01
Topgolf Callaway Brands Corp.'s (NYSE:MODG) P/E Still Appears To Be Reasonable
With a price-to-earnings (or "P/E") ratio of 39.6x Topgolf Callaway Brands Corp. ( NYSE:MODG ) may be sending very...Analiz Makalesi • Jul 11
Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching
Topgolf Callaway Brands Corp. ( NYSE:MODG ), might not be a large cap stock, but it received a lot of attention from a...Seeking Alpha • May 31
Topgolf Callaway's Growth Likely Isn't On A Sustainable Foundation
Summary Topgolf Callaway is a golf-focused company that operates recreational golf-hitting bay venues and sells golf equipment and related apparel. The company's growth is built on extensive investments, but as cash flows are poor and debt is incredibly high, Topgolf Callaway could need to slow down investments in the future. The Q1 earnings showed a poor Active Lifestyle revenue performance also pressuring earnings. The bump in growth is expected to be temporary, but adds some risk to the investment. The current valuation doesn't seem to price in the financial struggles, and makes the stock a poor risk-to-reward investment in my opinion. Read the full article on Seeking AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 2,144 | 114 | N/A | N/A | 2 |
| 12/31/2027 | 2,094 | 106 | 117 | 269 | 11 |
| 12/31/2026 | 2,040 | 88 | 110 | 263 | 11 |
| 12/31/2025 | 2,060 | 39 | 302 | 334 | N/A |
| 9/30/2025 | 4,061 | -1,505 | 34 | 313 | N/A |
| 6/30/2025 | 4,140 | -1,494 | -21 | 272 | N/A |
| 3/31/2025 | 4,187 | -1,452 | 67 | 370 | N/A |
| 12/31/2024 | 2,078 | 93 | 331 | 382 | N/A |
| 9/30/2024 | 4,212 | -12 | 152 | 476 | N/A |
| 6/30/2024 | 4,240 | 21 | 168 | 538 | N/A |
| 3/31/2024 | 4,262 | 77 | 17 | 444 | N/A |
| 12/31/2023 | 2,133 | 100 | 315 | 365 | N/A |
| 9/30/2023 | 4,239 | 99 | -413 | 158 | N/A |
| 6/30/2023 | 4,187 | 108 | -565 | -9 | N/A |
| 3/31/2023 | 4,123 | 96 | -535 | -2 | N/A |
| 12/31/2022 | 3,996 | 158 | -571 | -35 | N/A |
| 9/30/2022 | 3,856 | 204 | -411 | 66 | N/A |
| 6/30/2022 | 3,724 | 150 | -315 | 130 | N/A |
| 3/31/2022 | 3,522 | 136 | -246 | 172 | N/A |
| 12/31/2021 | 3,133 | 322 | -44 | 278 | N/A |
| 9/30/2021 | 2,796 | 308 | 145 | 352 | N/A |
| 6/30/2021 | 2,415 | 376 | 214 | 349 | N/A |
| 3/31/2021 | 1,799 | 117 | 192 | 243 | N/A |
| 12/31/2020 | 1,590 | -127 | 189 | 228 | N/A |
| 9/30/2020 | 1,527 | -116 | 96 | 145 | N/A |
| 6/30/2020 | 1,477 | -137 | 61 | 117 | N/A |
| 3/31/2020 | 1,627 | 60 | 53 | 113 | N/A |
| 12/31/2019 | 1,701 | 79 | 32 | 87 | N/A |
| 9/30/2019 | 1,570 | 80 | N/A | 35 | N/A |
| 6/30/2019 | 1,406 | 59 | N/A | 36 | N/A |
| 3/31/2019 | 1,356 | 91 | N/A | 81 | N/A |
| 12/31/2018 | 1,243 | 105 | N/A | 92 | N/A |
| 9/30/2018 | 1,254 | 114 | N/A | 128 | N/A |
| 6/30/2018 | 1,235 | 107 | N/A | 96 | N/A |
| 3/31/2018 | 1,143 | 78 | N/A | 71 | N/A |
| 12/31/2017 | 1,049 | 41 | N/A | 118 | N/A |
| 9/30/2017 | 1,021 | 183 | N/A | 103 | N/A |
| 6/30/2017 | 965 | 175 | N/A | 86 | N/A |
| 3/31/2017 | 906 | 177 | N/A | 86 | N/A |
| 12/31/2016 | 871 | 190 | N/A | 78 | N/A |
| 9/30/2016 | 861 | 36 | N/A | 88 | N/A |
| 6/30/2016 | 849 | 38 | N/A | 81 | N/A |
| 3/31/2016 | 834 | 17 | N/A | 49 | N/A |
| 12/31/2015 | 844 | 15 | N/A | 31 | N/A |
| 9/30/2015 | 825 | 3 | N/A | 27 | N/A |
| 6/30/2015 | 818 | 6 | N/A | 36 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CALY 'nin tahmini kazanç büyümesi (yıllık 34.6% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: CALY şirketinin kazançlarının (yıllık 34.6% ) US pazarından (yıllık 16.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: CALY şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: CALY şirketinin gelirinin (yıllık 1.1% ) US pazarından (yıllık 11.4% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CALY şirketinin gelirinin (yıllık 1.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CALY 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 5.5 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/06 11:39 |
| Gün Sonu Hisse Fiyatı | 2026/05/06 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Callaway Golf Company 26 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Craig Kennison | Baird |
| Derek Leckow | Barrington Research Associates, Inc. |
| Alexander Maroccia | Berenberg |