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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.
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.