| Ströer SE & Co. KGaA (DE0007493991) | |||
50,90 EURStand (close): 30.06.25 |
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| Datum / Uhrzeit | Titel | Bewertung |
| 20.06.25 07:03:01 | Shareholders in Ströer SE KGaA (ETR:SAX) have lost 17%, as stock drops 5.1% this past week |  |
| Investors can approximate the average market return by buying an index fund. While individual stocks can be big winners, plenty more fail to generate satisfactory returns. For example, the Ströer SE & Co. KGaA (ETR:SAX) share price is down 21% in the last year. That's disappointing when you consider the market returned 17%. On the bright side, the stock is actually up 14% in the last three years. Furthermore, it's down 16% in about a quarter. That's not much fun for holders. Given the past week has been tough on shareholders, let's investigate the fundamentals and see what we can learn. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. In his essay The Superinvestors of Graham-and-Doddsville Warren Buffett described how share prices do not always rationally reflect the value of a business. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). During the unfortunate twelve months during which the Ströer SE KGaA share price fell, it actually saw its earnings per share (EPS) improve by 41%. Of course, the situation might betray previous over-optimism about growth. It's fair to say that the share price does not seem to be reflecting the EPS growth. So it's well worth checking out some other metrics, too. Ströer SE KGaA managed to grow revenue over the last year, which is usually a real positive. Since we can't easily explain the share price movement based on these metrics, it might be worth considering how market sentiment has changed towards the stock. You can see below how earnings and revenue have changed over time (discover the exact values by clicking on the image).XTRA:SAX Earnings and Revenue Growth June 20th 2025 Ströer SE KGaA is well known by investors, and plenty of clever analysts have tried to predict the future profit levels. So we recommend checking out this freereport showing consensus forecasts What About Dividends? It is important to consider the total shareholder return, as well as the share price return, for any given stock. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. We note that for Ströer SE KGaA the TSR over the last 1 year was -17%, which is better than the share price return mentioned above. The dividends paid by the company have thusly boosted the total shareholder return. Story Continues A Different Perspective Investors in Ströer SE KGaA had a tough year, with a total loss of 17% (including dividends), against a market gain of about 17%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. On the bright side, long term shareholders have made money, with a gain of 0.1% per year over half a decade. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Take risks, for example - Ströer SE KGaA has 2 warning signs we think you should be aware of. But note: Ströer SE KGaA may not be the best stock to buy. So take a peek at this freelist of interesting companies with past earnings growth (and further growth forecast). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on German exchanges. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 05.05.25 07:22:45 | Returns Are Gaining Momentum At Ströer SE KGaA (ETR:SAX) | |
| Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key financial metrics. Typically, we'll want to notice a trend of growing return on capital employed (ROCE) and alongside that, an expanding base of capital employed. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. So on that note, Ströer SE KGaA (ETR:SAX) looks quite promising in regards to its trends of return on capital. Our free stock report includes 2 warning signs investors should be aware of before investing in Ströer SE KGaA. Read for free now. What Is Return On Capital Employed (ROCE)? For those who don't know, ROCE is a measure of a company's yearly pre-tax profit (its return), relative to the capital employed in the business. The formula for this calculation on Ströer SE KGaA is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.14 = €278m ÷ (€2.9b - €857m) (Based on the trailing twelve months to December 2024). Therefore, Ströer SE KGaA has an ROCE of 14%. In absolute terms, that's a satisfactory return, but compared to the Media industry average of 8.9% it's much better. See our latest analysis for Ströer SE KGaA XTRA:SAX Return on Capital Employed May 5th 2025 In the above chart we have measured Ströer SE KGaA's prior ROCE against its prior performance, but the future is arguably more important. If you'd like, you can check out the forecasts from the analysts covering Ströer SE KGaA for free. What Does the ROCE Trend For Ströer SE KGaA Tell Us? Ströer SE KGaA's ROCE growth is quite impressive. The figures show that over the last five years, ROCE has grown 95% whilst employing roughly the same amount of capital. So our take on this is that the business has increased efficiencies to generate these higher returns, all the while not needing to make any additional investments. The company is doing well in that sense, and it's worth investigating what the management team has planned for long term growth prospects. The Bottom Line On Ströer SE KGaA's ROCE To sum it up, Ströer SE KGaA is collecting higher returns from the same amount of capital, and that's impressive. Investors may not be impressed by the favorable underlying trends yet because over the last five years the stock has only returned 9.6% to shareholders. So exploring more about this stock could uncover a good opportunity, if the valuation and other metrics stack up. Like most companies, Ströer SE KGaA does come with some risks, and we've found 2 warning signs that you should be aware of. Story Continues For those who like to invest in solid companies, check out this freelist of companies with solid balance sheets and high returns on equity. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 18.04.25 05:37:46 | 3 European Stocks Estimated To Be Trading At Discounts Of Up To 42.9% | |
| As European markets experience a resurgence, with the pan-European STOXX Europe 600 Index climbing 3.93% over a recent week, investor sentiment has been buoyed by the European Central Bank's rate cuts and delayed tariff impositions. In this environment of renewed optimism, identifying undervalued stocks becomes crucial for investors seeking opportunities to capitalize on potential market corrections and economic shifts. Top 10 Undervalued Stocks Based On Cash Flows In Europe Name Current Price Fair Value (Est) Discount (Est) Cenergy Holdings (ENXTBR:CENER) €8.42 €16.43 48.8% Mips (OM:MIPS) SEK352.60 SEK692.82 49.1% LPP (WSE:LPP) PLN15610.00 PLN30723.31 49.2% Lindab International (OM:LIAB) SEK186.80 SEK371.74 49.8% Verbio (XTRA:VBK) €9.24 €18.22 49.3% TF Bank (OM:TFBANK) SEK345.50 SEK669.05 48.4% Etteplan Oyj (HLSE:ETTE) €11.55 €23.07 49.9% Stille (OM:STIL) SEK209.00 SEK400.76 47.8% Komplett (OB:KOMPL) NOK11.50 NOK22.67 49.3% Fodelia Oyj (HLSE:FODELIA) €7.14 €13.91 48.7% Click here to see the full list of 179 stocks from our Undervalued European Stocks Based On Cash Flows screener. Here we highlight a subset of our preferred stocks from the screener. Exosens Overview: Exosens develops, manufactures, and sells electro-optical technologies for amplification, detection, and imaging across various regions including France, Europe, North America, Asia, Oceania, Africa and internationally; it has a market cap of €1.71 billion. Operations: The company's revenue is primarily derived from its amplification segment, which generates €280.20 million, and its detection and imaging segment, contributing €117.50 million. Estimated Discount To Fair Value: 41% Exosens is trading at €33.6, significantly below its estimated fair value of €56.93, highlighting its undervaluation based on discounted cash flow analysis. Recent earnings showed substantial growth, with sales reaching €394.1 million and net income rising to €30.7 million in 2024. The company's strategic expansion into the U.S., coupled with increased demand for night vision products driven by defense needs, positions it well for future revenue growth despite a volatile share price recently. Our comprehensive growth report raises the possibility that Exosens is poised for substantial financial growth. Click here and access our complete balance sheet health report to understand the dynamics of Exosens.ENXTPA:EXENS Discounted Cash Flow as at Apr 2025 Pluxee Overview: Pluxee N.V. provides employee benefits and engagement solutions services across France, Latin America, Continental Europe, and internationally with a market capitalization of approximately €3.21 billion. Operations: Revenue Segments (in millions of €): Employee Benefits: 2,500; Engagement Solutions: 1,200; International Services: 800. Story Continues Estimated Discount To Fair Value: 42.9% Pluxee is trading at €21.98, substantially below its estimated fair value of €38.5, indicating significant undervaluation based on discounted cash flow analysis. Recent earnings results showed robust growth with net income rising to €97 million from €66 million a year ago. Despite being dropped from the FTSE All-World Index, Pluxee's share repurchase program and forecasted revenue growth of 8.6% annually suggest potential for improved financial performance in the future. In light of our recent growth report, it seems possible that Pluxee's financial performance will exceed current levels. Click to explore a detailed breakdown of our findings in Pluxee's balance sheet health report.ENXTPA:PLX Discounted Cash Flow as at Apr 2025 Ströer SE KGaA Overview: Ströer SE & Co. KGaA operates in the out-of-home and digital out-of-home advertising sectors both in Germany and internationally, with a market capitalization of approximately €2.85 billion. Operations: Ströer SE & Co. KGaA generates revenue through its segments: Daas & E-Commerce (€357.79 million), Out-Of-Home Media (€953.21 million), and Digital & Dialog Media (€878.25 million). Estimated Discount To Fair Value: 29.9% Ströer SE & Co. KGaA, trading at €51, is significantly undervalued with an estimated fair value of €72.79 based on discounted cash flow analysis. The company reported a strong increase in net income to €147.5 million for 2024 from the previous year's €112.4 million, reflecting robust earnings growth of 40.9%. However, despite a high forecasted return on equity and earnings growth outpacing the German market, its dividend coverage remains weak amid substantial debt levels. Our earnings growth report unveils the potential for significant increases in Ströer SE KGaA's future results. Unlock comprehensive insights into our analysis of Ströer SE KGaA stock in this financial health report.XTRA:SAX Discounted Cash Flow as at Apr 2025 Summing It All Up Delve into our full catalog of 179 Undervalued European Stocks Based On Cash Flows here. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Discover a world of investment opportunities with Simply Wall St's free app and access unparalleled stock analysis across all markets. Looking For Alternative Opportunities? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ENXTPA:EXENS ENXTPA:PLX and XTRA:SAX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 10.04.25 05:38:04 | High Growth Tech Stocks In Europe To Watch April 2025 | |
| As European markets react to the recent U.S. tariff announcements, with the STOXX Europe 600 Index experiencing its steepest decline in five years, investors are closely monitoring how these global trade tensions might impact high growth tech stocks in the region. In such volatile times, a good stock often demonstrates resilience through strong fundamentals and innovative capabilities that can navigate economic uncertainties while capitalizing on emerging technological trends. Top 10 High Growth Tech Companies In Europe Name Revenue Growth Earnings Growth Growth Rating Archos 20.52% 36.58% ★★★★★★ Pharma Mar 24.24% 40.82% ★★★★★★ Yubico 20.33% 25.80% ★★★★★★ Elicera Therapeutics 63.53% 97.24% ★★★★★★ Devyser Diagnostics 26.28% 96.52% ★★★★★★ Skolon 29.73% 91.18% ★★★★★★ Ascelia Pharma 46.09% 66.93% ★★★★★★ CD Projekt 33.78% 37.39% ★★★★★★ XTPL 97.45% 117.95% ★★★★★★ Elliptic Laboratories 49.76% 88.21% ★★★★★★ Click here to see the full list of 236 stocks from our European High Growth Tech and AI Stocks screener. Underneath we present a selection of stocks filtered out by our screen. Sword Group Simply Wall St Growth Rating: ★★★★☆☆ Overview: Sword Group S.E. is a global provider of IT and software solutions, with a market capitalization of €281.19 million. Operations: Sword Group S.E. operates in the IT and software solutions sector, focusing on delivering specialized services globally. Sword Group S.E. recently reported a modest increase in annual sales to €323.02 million, up from €288.13 million, though net income slightly decreased to €21.81 million from €22.82 million previously. Despite this dip, the company is ramping up its dividend to €2 per share and expanding its strategic partnerships, notably securing a significant 5-year contract with the WHO, enhancing its presence in international markets. This move aligns with Sword's focus on specialized services for global organizations and underscores its commitment to leveraging innovative solutions for long-term growth in the tech sector. Click here and access our complete health analysis report to understand the dynamics of Sword Group. Gain insights into Sword Group's historical performance by reviewing our past performance report.ENXTPA:SWP Earnings and Revenue Growth as at Apr 2025 adesso Simply Wall St Growth Rating: ★★★★☆☆ Overview: adesso SE, along with its subsidiaries, offers IT services across Germany, Austria, Switzerland, and internationally with a market cap of €558.18 million. Operations: The company generates revenue primarily from IT services (€1.48 billion) and IT solutions (€136.01 million). The business operates internationally, focusing on providing specialized technology solutions across various regions. Story Continues Adesso SE has demonstrated a robust growth trajectory, with its annual sales soaring to €1.3 billion, a significant leap from the previous year's €1.14 billion. This growth is complemented by an impressive increase in net income, which more than doubled to €8.12 million from €3.21 million, reflecting a potent combination of operational efficiency and market expansion strategies. The company's commitment to innovation and technology enhancement is evident in its strategic share repurchases amounting to €10 million, underscoring confidence in its future prospects and financial health. Moreover, Adesso’s forward-looking guidance anticipates sales reaching up to €1.45 billion in 2025, positioning it as a dynamic force within Europe's high-growth tech landscape. Click here to discover the nuances of adesso with our detailed analytical health report. Understand adesso's track record by examining our Past report.XTRA:ADN1 Earnings and Revenue Growth as at Apr 2025 Ströer SE KGaA Simply Wall St Growth Rating: ★★★★★☆ Overview: Ströer SE & Co. KGaA operates in the advertising sector, offering out-of-home and digital out-of-home media services across Germany and internationally, with a market capitalization of approximately €2.68 billion. Operations: Ströer SE & Co. KGaA generates revenue primarily from its Out-Of-Home Media segment, which contributes €953.21 million, and Digital & Dialog Media segment, with €878.25 million. The Daas & E-Commerce segment adds €357.79 million to the revenue stream, reflecting a diversified business model within the advertising sector across Germany and internationally. Ströer SE & Co. KGaA has demonstrated resilience and growth in the competitive European tech sector, with a notable 6.9% increase in annual sales to EUR 2.05 billion in 2024 from EUR 1.91 billion the previous year, underpinned by robust net income growth of 31.3% to EUR 147.5 million. This financial uptrend is mirrored by its strategic R&D investments, aligning with industry shifts towards digital and out-of-home advertising solutions that cater to dynamic market demands. Amidst exploring significant divestitures potentially exceeding its current market cap, Ströer remains agile, leveraging its operational strengths while eyeing expansive future prospects that could reshape its market standing and shareholder value. Get an in-depth perspective on Ströer SE KGaA's performance by reading our health report here. Examine Ströer SE KGaA's past performance report to understand how it has performed in the past.XTRA:SAX Revenue and Expenses Breakdown as at Apr 2025 Where To Now? Click here to access our complete index of 236 European High Growth Tech and AI Stocks. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Want To Explore Some Alternatives? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ENXTPA:SWP XTRA:ADN1 and XTRA:SAX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 27.03.25 04:52:21 | Analyst Estimates: Here's What Brokers Think Of Ströer SE & Co. KGaA (ETR:SAX) After Its Yearly Report |  |
| Ströer SE & Co. KGaA (ETR:SAX) came out with its yearly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. It was an okay report, and revenues came in at €2.0b, approximately in line with analyst estimates leading up to the results announcement. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.XTRA:SAX Earnings and Revenue Growth March 27th 2025 Following the latest results, Ströer SE KGaA's ten analysts are now forecasting revenues of €2.21b in 2025. This would be a satisfactory 7.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 44% to €3.38. In the lead-up to this report, the analysts had been modelling revenues of €2.21b and earnings per share (EPS) of €3.42 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. See our latest analysis for Ströer SE KGaA It will come as no surprise then, to learn that the consensus price target is largely unchanged at €71.59. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Ströer SE KGaA at €100.00 per share, while the most bearish prices it at €55.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Ströer SE KGaA'shistorical trends, as the 7.9% annualised revenue growth to the end of 2025 is roughly in line with the 7.2% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 4.1% per year. So it's pretty clear that Ströer SE KGaA is forecast to grow substantially faster than its industry. The Bottom Line The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Story Continues Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Ströer SE KGaA analysts - going out to 2027, and you can see them free on our platform here. Before you take the next step you should know about the 2 warning signs for Ströer SE KGaA that we have uncovered. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 18.03.25 10:08:05 | 3 European Stocks Estimated To Be Up To 44.6% Below Intrinsic Value | |
| Amid ongoing concerns about U.S. trade tariffs and monetary policy uncertainties, European markets have experienced a mixed performance, with the STOXX Europe 600 Index ending slightly lower and major indexes either down or flat. In this environment of fluctuating economic signals, identifying stocks that are trading below their intrinsic value can present opportunities for investors seeking potential long-term gains. Top 10 Undervalued Stocks Based On Cash Flows In Europe Name Current Price Fair Value (Est) Discount (Est) Sword Group (ENXTPA:SWP) €32.15 €64.13 49.9% Telefonaktiebolaget LM Ericsson (OM:ERIC B) SEK83.22 SEK164.64 49.5% Net Insight (OM:NETI B) SEK4.83 SEK9.58 49.6% JOST Werke (XTRA:JST) €50.30 €98.61 49% Storytel (OM:STORY B) SEK92.25 SEK180.58 48.9% Star7 (BIT:STAR7) €6.20 €12.36 49.8% dormakaba Holding (SWX:DOKA) CHF686.00 CHF1359.67 49.5% Neosperience (BIT:NSP) €0.538 €1.06 49.2% Groupe Airwell Société anonyme (ENXTPA:ALAIR) €1.13 €2.25 49.8% Cavotec (OM:CCC) SEK17.35 SEK34.06 49.1% Click here to see the full list of 201 stocks from our Undervalued European Stocks Based On Cash Flows screener. Let's dive into some prime choices out of the screener. HMS Networks Overview: HMS Networks AB (publ) provides products that facilitate communication and information sharing for industrial equipment globally, with a market cap of SEK23.68 billion. Operations: The company generates revenue from its Wireless Communications Equipment segment, which amounts to SEK3.06 billion. Estimated Discount To Fair Value: 25.2% HMS Networks is trading at SEK472, significantly below its estimated fair value of SEK630.67, indicating undervaluation based on discounted cash flows. Despite a forecasted low return on equity and declining profit margins from 18.9% to 10.1%, the company anticipates strong earnings growth of 32.7% annually, outpacing the Swedish market's average growth rate. Recent acquisitions have led to a dividend suspension, while revenue and earnings are expected to improve in the latter half of 2025. Our earnings growth report unveils the potential for significant increases in HMS Networks' future results. Navigate through the intricacies of HMS Networks with our comprehensive financial health report here.OM:HMS Discounted Cash Flow as at Mar 2025 Kontron Overview: Kontron AG provides internet of things (IoT) solutions in Austria and internationally, with a market cap of €1.53 billion. Operations: The company's revenue segments include €1.16 billion from Europe, €294.77 million from Global operations, and €429.91 million from Software + Solutions. Estimated Discount To Fair Value: 10.8% Story Continues Kontron is trading at €24.9, below its estimated fair value of €27.91, showing potential undervaluation based on cash flows. The company forecasts robust earnings growth of 20.1% annually, surpassing the German market average, though revenue growth is slower at 7.2%. Recent contracts in 5G automotive IoT and defense sectors bolster its position and future revenues. However, a dividend yield of 2.01% isn't well-supported by free cash flows, indicating potential sustainability concerns. In light of our recent growth report, it seems possible that Kontron's financial performance will exceed current levels. Click to explore a detailed breakdown of our findings in Kontron's balance sheet health report.XTRA:SANT Discounted Cash Flow as at Mar 2025 Ströer SE KGaA Overview: Ströer SE & Co. KGaA operates in the out-of-home media and online advertising sectors both in Germany and internationally, with a market cap of €3.24 billion. Operations: The company's revenue segments include Daas & E-Commerce (€357.80 million), Out-Of-Home Media (€953.20 million), and Digital & Dialog Media (€878.30 million). Estimated Discount To Fair Value: 44.6% Ströer SE KGaA is trading at €56.15, significantly below its estimated fair value of €104.77, highlighting undervaluation based on cash flows. The company's earnings grew by 58.9% last year and are projected to grow annually by 19.3%, outpacing the German market average. However, revenue growth is slower at 6.4%. Recent discussions about divesting its advertising business could impact future valuations and require shareholder approval if a deal proceeds. Insights from our recent growth report point to a promising forecast for Ströer SE KGaA's business outlook. Unlock comprehensive insights into our analysis of Ströer SE KGaA stock in this financial health report.XTRA:SAX Discounted Cash Flow as at Mar 2025 Make It Happen Gain an insight into the universe of 201 Undervalued European Stocks Based On Cash Flows by clicking here. Already own these companies? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Seeking Other Investments? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include OM:HMS XTRA:SANT and XTRA:SAX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 12.03.25 05:10:53 | High Growth Tech Stocks In Europe Featuring Banijay Group | |
| As the pan-European STOXX Europe 600 Index recently ended a 10-week streak of gains, investor sentiment has been impacted by uncertainties surrounding U.S. trade policy, although prospects for increased defense and infrastructure spending in Germany and the European Union have helped moderate losses. In this environment of fluctuating market conditions, identifying high growth tech stocks requires a focus on companies that demonstrate robust innovation potential and adaptability to economic shifts, such as those featured in our discussion including Banijay Group. Top 10 High Growth Tech Companies In Europe Name Revenue Growth Earnings Growth Growth Rating Pharma Mar 24.24% 40.82% ★★★★★★ Elicera Therapeutics 63.53% 97.24% ★★★★★★ CD Projekt 27.71% 41.31% ★★★★★★ Yubico 20.88% 26.53% ★★★★★★ Truecaller 20.10% 24.70% ★★★★★★ Xbrane Biopharma 73.73% 139.21% ★★★★★★ Devyser Diagnostics 27.27% 98.23% ★★★★★★ Elliptic Laboratories 49.76% 88.21% ★★★★★★ Ascelia Pharma 46.09% 66.93% ★★★★★★ Skolon 29.71% 91.18% ★★★★★★ Click here to see the full list of 245 stocks from our European High Growth Tech and AI Stocks screener. Let's dive into some prime choices out of from the screener. Banijay Group Simply Wall St Growth Rating: ★★★★☆☆ Overview: Banijay Group N.V. is involved in content production, distribution, online sports betting, and gaming across the United States, Europe, and internationally with a market cap of €3.60 billion. Operations: Banijay Group generates revenue primarily from its two main segments: Banijay Gaming, contributing €1.46 billion, and Banijay Entertainment & Live, which brings in €3.35 billion. The company operates across diverse geographical markets including the United States and Europe. Banijay Group, a notable entity in the entertainment sector, has demonstrated robust financial dynamics with earnings surging by 140.3% over the past year, significantly outpacing the industry's growth of 10.2%. Despite facing a substantial one-off loss of €79.1M last year, the company's strategic maneuvers are poised to sustain momentum; earnings are projected to grow at an annual rate of 29%, eclipsing the Dutch market forecast of 12.5%. Moreover, with a very high forecasted Return on Equity of 64.9% in three years and recent affirmations of a dividend payout ratio at 35%, Banijay is reinforcing its financial health and shareholder commitment amidst slower than market revenue growth projections (7.4%). This blend of high profit growth potential coupled with strong return metrics positions Banijay intriguingly in its competitive landscape. Dive into the specifics of Banijay Group here with our thorough health report. Examine Banijay Group's past performance report to understand how it has performed in the past. Story Continues ENXTAM:BNJ Revenue and Expenses Breakdown as at Mar 2025 adesso Simply Wall St Growth Rating: ★★★★☆☆ Overview: adesso SE, along with its subsidiaries, offers IT services across Germany, Austria, Switzerland, and other international markets with a market cap of €546.66 million. Operations: The company generates revenue primarily from IT services (€1.44 billion) and IT solutions (€132.20 million). The gross profit margin shows an interesting trend, reflecting the company's efficiency in managing its cost structure relative to its revenue streams. Adesso, navigating through an evolving tech landscape, has earmarked substantial resources for innovation, with R&D expenses climbing to €120 million last year. This investment aligns with a 10.1% annual revenue growth and an impressive 36.9% surge in earnings, outpacing the broader German market's growth rates of 5.8% and 16.1%, respectively. The company's commitment is further underscored by its recent dividend increase and a confident earnings forecast for 2025, projecting sales between €1.35 billion and €1.45 billion, which suggests a strategic positioning to capitalize on emerging tech trends while enhancing shareholder value. Navigate through the intricacies of adesso with our comprehensive health report here. Gain insights into adesso's historical performance by reviewing our past performance report.XTRA:ADN1 Revenue and Expenses Breakdown as at Mar 2025 Ströer SE KGaA Simply Wall St Growth Rating: ★★★★☆☆ Overview: Ströer SE & Co. KGaA is a company that offers out-of-home media and online advertising solutions both in Germany and internationally, with a market cap of €3.13 billion. Operations: Ströer SE & Co. KGaA generates revenue primarily from three segments: Out-Of-Home Media (€953.20 million), Digital & Dialog Media (€878.30 million), and Daas & E-Commerce (€357.80 million). The company's focus on out-of-home media is the largest contributor to its revenue stream, highlighting its significant role in the advertising landscape. Ströer SE & Co. KGaA has demonstrated robust financial performance, with a notable 6.3% increase in annual revenue to €2.05 billion and a significant 30% rise in net income to €147.5 million for the fiscal year ended December 2024. This growth trajectory is reinforced by its strategic focus on digital and out-of-home advertising, sectors poised for expansion as digital transformation accelerates across Europe. The company's recent discussions about potentially divesting its core advertising business underscore a proactive approach to capitalizing on high market valuations, which could reshape its operational focus and unlock additional shareholder value moving forward. With earnings projected to grow at an annual rate of 19.3%, Ströer is positioning itself as a dynamic player within the evolving tech landscape of Europe. Unlock comprehensive insights into our analysis of Ströer SE KGaA stock in this health report. Evaluate Ströer SE KGaA's historical performance by accessing our past performance report.XTRA:SAX Revenue and Expenses Breakdown as at Mar 2025 Make It Happen Delve into our full catalog of 245 European High Growth Tech and AI Stocks here. Are these companies part of your investment strategy? Use Simply Wall St to consolidate your holdings into a portfolio and gain insights with our comprehensive analysis tools. Elevate your portfolio with Simply Wall St, the ultimate app for investors seeking global market coverage. Ready For A Different Approach? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ENXTAM:BNJ XTRA:ADN1 and XTRA:SAX. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 09.03.25 06:28:10 | Ströer SE & Co. KGaA (ETR:SAX) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock? | |
| It's been a good week for Ströer SE & Co. KGaA (ETR:SAX) shareholders, because the company has just released its latest full-year results, and the shares gained 6.0% to €56.35. It was an okay report, and revenues came in at €2.0b, approximately in line with analyst estimates leading up to the results announcement. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. See our latest analysis for Ströer SE KGaA XTRA:SAX Earnings and Revenue Growth March 9th 2025 Taking into account the latest results, the current consensus from Ströer SE KGaA's ten analysts is for revenues of €2.21b in 2025. This would reflect a notable 8.1% increase on its revenue over the past 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of €2.22b and earnings per share (EPS) of €3.42 in 2025. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results. There's been no real change to the consensus price target of €70.87, with Ströer SE KGaA seemingly executing in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Ströer SE KGaA analyst has a price target of €100.00 per share, while the most pessimistic values it at €55.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Ströer SE KGaA's past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 8.1% growth on an annualised basis. That is in line with its 7.2% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 4.6% per year. So it's pretty clear that Ströer SE KGaA is forecast to grow substantially faster than its industry. The Bottom Line The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Story Continues We have estimates for Ströer SE KGaA from its ten analysts out to 2027, and you can see them free on our platform here. Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Ströer SE KGaA that you should be aware of. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 07.03.25 07:01:53 | Stroeer SE & Co KGaA (SOTDF) Q4 2024 Earnings Call Highlights: Surpassing Revenue ... | |
| Total Revenue: Increased by 7% to EUR 2.05 billion. Digital Out of Home Revenue Growth: Over 23% increase. EBITDA Adjusted: Increased from EUR 569 million to EUR 626 million. Net Income Adjusted: Increased from EUR 143 million to EUR 171 million, a 20% increase. Free Cash Flow Adjusted: Nearly doubled from EUR 81 million to EUR 158 million. Capital Expenditure (CapEx): Decreased by 27% to EUR 94 million. Organic Net Revenue Growth for Out of Home Business: 12% increase. Programmatic Sales Growth: Increased by 34%, representing 37% of digital sales. Net Debt: Increased by EUR 67 million to EUR 837 million. Leverage Ratio: Improved to 2.1 times. Statista Revenue Growth: 10% increase to EUR 164 million. Statista EBITDA Margin: Improved to around 13%. Warning! GuruFocus has detected 4 Warning Signs with SOTDF. Release Date: March 06, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Stroeer SE & Co KGaA (SOTDF) achieved a significant milestone by surpassing the EUR2 billion revenue mark for the first time, with a 7% increase in total revenue. Digital out of home (DOOH) revenue grew by over 23%, significantly boosting the group margin and demonstrating strong performance in the fastest-growing advertising category. EBITDA adjusted increased by 10% to EUR626 million, reflecting effective cost management and operational leverage in the core out of home segment. Free cash flow adjusted nearly doubled from EUR81 million to EUR158 million, driven by positive business development, lower capital expenditure, and tax expenses. The company has a strong order book for Q1 2025, expecting top-line growth between 13% and 14%, with digital out of home projected to grow in the mid to high-20% range. Negative Points The Christmas advertising season in November and December was softer than expected, impacted by the unclear political situation in Germany. Classic out of home advertising experienced a decline of 6.8% in Q4, indicating challenges in the traditional advertising segment. The financial result decreased due to higher interest costs and currency effects, impacting overall earnings. Sales growth in the digital and dialogue segment was somewhat muted, with digital revenues only increasing by 4.5% in Q4. The Asam business faced challenges due to reduced trading and wholesale distribution in China, affecting overall segment performance. Q & A Highlights Q: Can you provide more details on the Q4 performance of Statista and the outlook for Q1, especially in comparison to Asam? A: Christian Schmalzl, Co-CEO, explained that while Statista's Q4 growth was slightly below 20%, they are satisfied with the overall development. For Q1, they prefer to provide guidance at the segment level due to minor quarterly deviations. Statista is expected to continue its positive trajectory into 2025, driven by restructuring efforts, AI integration, and changes in client research processes. Story Continues Q: What is the status of the ongoing sales process, and can you provide any updates on the potential disposal of Asam? A: Christian Schmalzl clarified that there is no formal sales process. They have been approached by external parties, leading to open-ended discussions. Regarding Asam, Henning Gieseke, CFO, stated that it remains a non-core asset, and they will communicate any progress when appropriate. Q: Why was Q4 classical out of home relatively weak, and what gives you confidence in its growth for Q1? A: Christian Schmalzl attributed the Q4 weakness to advertisers pulling forward their budgets to earlier in the year. However, Q1 is already booked, and they have confidence in mid-single-digit growth due to strong regional and local sales efforts and the need for classic advertising in specific campaigns. Q: Can you provide more color on the Q1 outlook for out of home media and the impact of RBL acquisition? A: Christian Schmalzl noted that the RBL acquisition contributes roughly 2% to the Q1 growth, with the remaining growth being organic. The out of home media segment is expected to see strong growth, driven by national advertisers, digital out of home, and programmatic sales. Q: How do you view the potential for double-digit growth in digital out of home for 2025, and what factors are driving this? A: Christian Schmalzl expects digital out of home to continue its strong growth, driven by increased inventory, pricing, and demand. They plan to add approximately 500 new screens in 2025, with ongoing improvements in technology and data enhancing targeting capabilities. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments |
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| 07.03.25 05:31:19 | Ströer SE KGaA Reports Full Year 2024 Earnings | |
| Ströer SE KGaA (ETR:SAX) Full Year 2024 Results Key Financial Results Revenue: €2.05b (up 6.9% from FY 2023). Net income: €147.5m (up 59% from FY 2023). Profit margin: 7.2% (up from 4.8% in FY 2023). The increase in margin was driven by higher revenue.XTRA:SAX Earnings and Revenue Growth March 7th 2025 All figures shown in the chart above are for the trailing 12 month (TTM) period Ströer SE KGaA Earnings Insights Looking ahead, revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Media industry in Germany. Performance of the German Media industry. The company's shares are up 6.0% from a week ago. Risk Analysis It is worth noting though that we have found 2 warning signs for Ströer SE KGaA that you need to take into consideration. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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