Latest news with #Landis+GyrGroupAG
Yahoo
29-05-2025
- Business
- Yahoo
A Look At The Intrinsic Value Of Landis+Gyr Group AG (VTX:LAND)
The projected fair value for Landis+Gyr Group is CHF53.94 based on 2 Stage Free Cash Flow to Equity With CHF52.60 share price, Landis+Gyr Group appears to be trading close to its estimated fair value Our fair value estimate is 18% lower than Landis+Gyr Group's analyst price target of US$65.97 Today we will run through one way of estimating the intrinsic value of Landis+Gyr Group AG (VTX:LAND) by taking the forecast future cash flows of the company and discounting them back to today's value. One way to achieve this is by employing the Discounted Cash Flow (DCF) model. Before you think you won't be able to understand it, just read on! It's actually much less complex than you'd imagine. We generally believe that a company's value is the present value of all of the cash it will generate in the future. However, a DCF is just one valuation metric among many, and it is not without flaws. Anyone interested in learning a bit more about intrinsic value should have a read of the Simply Wall St analysis model. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. We're using the 2-stage growth model, which simply means we take in account two stages of company's growth. In the initial period the company may have a higher growth rate and the second stage is usually assumed to have a stable growth rate. In the first stage we need to estimate the cash flows to the business over the next ten years. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. Generally we assume that a dollar today is more valuable than a dollar in the future, so we discount the value of these future cash flows to their estimated value in today's dollars: 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF ($, Millions) US$113.7m US$120.9m US$163.9m US$132.8m US$115.1m US$104.5m US$97.8m US$93.6m US$90.9m US$89.2m Growth Rate Estimate Source Analyst x4 Analyst x3 Analyst x4 Analyst x1 Est @ -13.35% Est @ -9.22% Est @ -6.33% Est @ -4.30% Est @ -2.89% Est @ -1.90% Present Value ($, Millions) Discounted @ 5.5% US$108 US$109 US$139 US$107 US$87.8 US$75.5 US$67.0 US$60.8 US$55.9 US$52.0 ("Est" = FCF growth rate estimated by Simply Wall St)Present Value of 10-year Cash Flow (PVCF) = US$862m The second stage is also known as Terminal Value, this is the business's cash flow after the first stage. The Gordon Growth formula is used to calculate Terminal Value at a future annual growth rate equal to the 5-year average of the 10-year government bond yield of 0.4%. We discount the terminal cash flows to today's value at a cost of equity of 5.5%. Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = US$89m× (1 + 0.4%) ÷ (5.5%– 0.4%) = US$1.7b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= US$1.7b÷ ( 1 + 5.5%)10= US$1.0b The total value is the sum of cash flows for the next ten years plus the discounted terminal value, which results in the Total Equity Value, which in this case is US$1.9b. In the final step we divide the equity value by the number of shares outstanding. Relative to the current share price of CHF52.6, the company appears about fair value at a 2.5% discount to where the stock price trades currently. Valuations are imprecise instruments though, rather like a telescope - move a few degrees and end up in a different galaxy. Do keep this in mind. Now the most important inputs to a discounted cash flow are the discount rate, and of course, the actual cash flows. If you don't agree with these result, have a go at the calculation yourself and play with the assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Landis+Gyr Group as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 5.5%, which is based on a levered beta of 1.184. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. See our latest analysis for Landis+Gyr Group Strength Debt is not viewed as a risk. Weakness Dividend is low compared to the top 25% of dividend payers in the Electronic market. Opportunity Expected to breakeven next year. Has sufficient cash runway for more than 3 years based on current free cash flows. Current share price is below our estimate of fair value. Threat Paying a dividend but company is unprofitable. Although the valuation of a company is important, it is only one of many factors that you need to assess for a company. The DCF model is not a perfect stock valuation tool. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. For example, changes in the company's cost of equity or the risk free rate can significantly impact the valuation. For Landis+Gyr Group, we've put together three fundamental factors you should assess: Risks: You should be aware of the 1 warning sign for Landis+Gyr Group we've uncovered before considering an investment in the company. Future Earnings: How does LAND's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other Solid Businesses: Low debt, high returns on equity and good past performance are fundamental to a strong business. Why not explore our interactive list of stocks with solid business fundamentals to see if there are other companies you may not have considered! PS. The Simply Wall St app conducts a discounted cash flow valuation for every stock on the SWX every day. If you want to find the calculation for other stocks just search here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Sign in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
A Look At The Intrinsic Value Of Landis+Gyr Group AG (VTX:LAND)
The projected fair value for Landis+Gyr Group is CHF53.94 based on 2 Stage Free Cash Flow to Equity With CHF52.60 share price, Landis+Gyr Group appears to be trading close to its estimated fair value Our fair value estimate is 18% lower than Landis+Gyr Group's analyst price target of US$65.97 Today we will run through one way of estimating the intrinsic value of Landis+Gyr Group AG (VTX:LAND) by taking the forecast future cash flows of the company and discounting them back to today's value. One way to achieve this is by employing the Discounted Cash Flow (DCF) model. Before you think you won't be able to understand it, just read on! It's actually much less complex than you'd imagine. We generally believe that a company's value is the present value of all of the cash it will generate in the future. However, a DCF is just one valuation metric among many, and it is not without flaws. Anyone interested in learning a bit more about intrinsic value should have a read of the Simply Wall St analysis model. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. We're using the 2-stage growth model, which simply means we take in account two stages of company's growth. In the initial period the company may have a higher growth rate and the second stage is usually assumed to have a stable growth rate. In the first stage we need to estimate the cash flows to the business over the next ten years. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. Generally we assume that a dollar today is more valuable than a dollar in the future, so we discount the value of these future cash flows to their estimated value in today's dollars: 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF ($, Millions) US$113.7m US$120.9m US$163.9m US$132.8m US$115.1m US$104.5m US$97.8m US$93.6m US$90.9m US$89.2m Growth Rate Estimate Source Analyst x4 Analyst x3 Analyst x4 Analyst x1 Est @ -13.35% Est @ -9.22% Est @ -6.33% Est @ -4.30% Est @ -2.89% Est @ -1.90% Present Value ($, Millions) Discounted @ 5.5% US$108 US$109 US$139 US$107 US$87.8 US$75.5 US$67.0 US$60.8 US$55.9 US$52.0 ("Est" = FCF growth rate estimated by Simply Wall St)Present Value of 10-year Cash Flow (PVCF) = US$862m The second stage is also known as Terminal Value, this is the business's cash flow after the first stage. The Gordon Growth formula is used to calculate Terminal Value at a future annual growth rate equal to the 5-year average of the 10-year government bond yield of 0.4%. We discount the terminal cash flows to today's value at a cost of equity of 5.5%. Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = US$89m× (1 + 0.4%) ÷ (5.5%– 0.4%) = US$1.7b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= US$1.7b÷ ( 1 + 5.5%)10= US$1.0b The total value is the sum of cash flows for the next ten years plus the discounted terminal value, which results in the Total Equity Value, which in this case is US$1.9b. In the final step we divide the equity value by the number of shares outstanding. Relative to the current share price of CHF52.6, the company appears about fair value at a 2.5% discount to where the stock price trades currently. Valuations are imprecise instruments though, rather like a telescope - move a few degrees and end up in a different galaxy. Do keep this in mind. Now the most important inputs to a discounted cash flow are the discount rate, and of course, the actual cash flows. If you don't agree with these result, have a go at the calculation yourself and play with the assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Landis+Gyr Group as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 5.5%, which is based on a levered beta of 1.184. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. See our latest analysis for Landis+Gyr Group Strength Debt is not viewed as a risk. Weakness Dividend is low compared to the top 25% of dividend payers in the Electronic market. Opportunity Expected to breakeven next year. Has sufficient cash runway for more than 3 years based on current free cash flows. Current share price is below our estimate of fair value. Threat Paying a dividend but company is unprofitable. Although the valuation of a company is important, it is only one of many factors that you need to assess for a company. The DCF model is not a perfect stock valuation tool. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. For example, changes in the company's cost of equity or the risk free rate can significantly impact the valuation. For Landis+Gyr Group, we've put together three fundamental factors you should assess: Risks: You should be aware of the 1 warning sign for Landis+Gyr Group we've uncovered before considering an investment in the company. Future Earnings: How does LAND's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other Solid Businesses: Low debt, high returns on equity and good past performance are fundamental to a strong business. Why not explore our interactive list of stocks with solid business fundamentals to see if there are other companies you may not have considered! PS. The Simply Wall St app conducts a discounted cash flow valuation for every stock on the SWX every day. If you want to find the calculation for other stocks just search here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-05-2025
- Business
- Yahoo
High Growth Tech Stocks in Europe for May 2025
As European markets continue to navigate a complex landscape marked by mixed performances in major stock indexes and ongoing trade negotiations between global powers, the pan-European STOXX Europe 600 Index has shown resilience with a modest rise amid easing trade tensions. In this dynamic environment, identifying high-growth tech stocks involves looking for companies that demonstrate strong innovation capabilities and adaptability to shifting economic conditions, which could be pivotal in sustaining growth despite broader market uncertainties. Name Revenue Growth Earnings Growth Growth Rating Digital Value 29.11% 29.54% ★★★★★★ Archos 21.07% 36.58% ★★★★★★ KebNi 21.29% 66.10% ★★★★★★ Bonesupport Holding 29.14% 56.14% ★★★★★★ Pharma Mar 25.21% 43.09% ★★★★★★ Yubico 20.12% 25.70% ★★★★★★ Elicera Therapeutics 63.53% 97.24% ★★★★★★ Ascelia Pharma 43.57% 77.62% ★★★★★★ CD Projekt 33.48% 39.45% ★★★★★★ Elliptic Laboratories 49.76% 88.21% ★★★★★★ Click here to see the full list of 227 stocks from our European High Growth Tech and AI Stocks screener. Let's explore several standout options from the results in the screener. 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 other international markets with a market cap of €3.82 billion. Operations: The company generates revenue primarily through its Banijay Entertainment & Banijay Live segment, contributing €3.35 billion, and the Banijay Gaming segment, which adds €1.46 billion. The focus on content production and distribution alongside online sports betting and gaming highlights diverse revenue streams across multiple regions. Amidst a challenging transition to streaming, Banijay Group's strategic maneuvers, such as the potential acquisition of ITV's studios division, underscore its ambition to scale in the entertainment sector. With a robust 140.3% earnings growth over the past year outpacing the industry's contraction by 0.7%, and an expected annual earnings increase of 29%, Banijay is positioning itself for significant expansion. The company also demonstrates strong financial health with positive free cash flow and a high forecasted return on equity of 64.9% in three years, signaling potential for sustained profitability amidst evolving market dynamics. Click here and access our complete health analysis report to understand the dynamics of Banijay Group. Gain insights into Banijay Group's past trends and performance with our Past report. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Landis+Gyr Group AG offers integrated energy management solutions to the utility sector across various regions, with a market cap of CHF1.54 billion. Operations: The company generates revenue primarily from the Americas, EMEA, and Asia Pacific regions, with $964.60 million coming from the Americas and $606.60 million from EMEA. Amid a challenging fiscal year, Landis+Gyr Group AG reported a significant shift from a net income of USD 109.98 million to a net loss of USD 150.46 million, reflecting the volatile dynamics within the tech sector. However, the company's commitment to innovation is evident in its strategic upgrades and partnerships aimed at enhancing smart grid capabilities and expanding its Advanced Metering Infrastructure (AMI). Notably, their collaboration with SPAN introduces an at-the-meter solution poised to transform utility management through improved load shaping and grid reliability. Despite recent setbacks, Landis+Gyr anticipates revenue growth between 5% and 8% for 2025, signaling resilience and adaptability in navigating market fluctuations while continuing to drive technological advancements in energy management. Click here to discover the nuances of Landis+Gyr Group with our detailed analytical health report. Review our historical performance report to gain insights into Landis+Gyr Group's's past performance. Simply Wall St Growth Rating: ★★★★★☆ Overview: Vercom S.A. develops cloud communications platforms and has a market capitalization of PLN2.66 billion. Operations: The company generates revenue primarily from its CPaaS segment, amounting to PLN496.23 million. Vercom S.A. has demonstrated robust financial health, with a notable 47% increase in sales to PLN 496 million and a growth in net income to PLN 76.58 million from the previous year. This performance is underpinned by an aggressive R&D strategy, which is evident from their recent earnings report, underscoring their commitment to innovation within the tech sector. Additionally, Vercom's strategic dividend increase and positive earnings projections suggest a strong potential for sustained growth, particularly as they continue to outpace both the Polish market and broader software industry averages in revenue and earnings growth rates of 12% and 21.1%, respectively. These indicators collectively reflect Vercom's resilience and its adeptness at navigating market dynamics while reinforcing its position in high-growth tech sectors across Europe. Take a closer look at Vercom's potential here in our health report. Learn about Vercom's historical performance. Take a closer look at our European High Growth Tech and AI Stocks list of 227 companies 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. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. 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 SWX:LAND and WSE:VRC. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
10-05-2025
- Business
- Business Insider
Landis+Gyr Group AG (LGYRF) Gets a Hold from Kepler Capital
Kepler Capital analyst Doron Lande maintained a Hold rating on Landis+Gyr Group AG (LGYRF – Research Report) on May 8 and set a price target of CHF56.00. The company's shares closed last Wednesday at $63.82. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. According to TipRanks, Lande is an analyst with an average return of -4.3% and a 39.29% success rate. Lande covers the Industrials sector, focusing on stocks such as Landis+Gyr Group AG, Accelleron Industries AG, and Feintool International Holding AG. Landis+Gyr Group AG has an analyst consensus of Hold, with a price target consensus of $69.34, representing an 8.65% upside. In a report released on May 8, J.P. Morgan also maintained a Hold rating on the stock with a CHF52.00 price target. The company has a one-year high of $95.45 and a one-year low of $49.15. Currently, Landis+Gyr Group AG has an average volume of 546.
Business Insider
04-05-2025
- Business
- Business Insider
Analysts Conflicted on These Industrial Goods Names: Compagnie Générale des Établissements Michelin (OtherMGDDF) and Landis+Gyr Group AG (OtherLGYRF)
Analysts have been eager to weigh in on the Industrial Goods sector with new ratings on Compagnie Générale des Établissements Michelin (MGDDF – Research Report) and Landis+Gyr Group AG (LGYRF – Research Report). Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Compagnie Générale des Établissements Michelin (MGDDF) In a report issued on May 2, Thomas Besson from Kepler Capital maintained a Buy rating on Compagnie Générale des Établissements Michelin, with a price target of EUR42.00. The company's shares closed last Friday at $35.68. According to Besson is a 1-star analyst with an average return of -2.4% and a 53.3% success rate. Besson covers the NA sector, focusing on stocks such as Continental Aktiengesellschaft, Stellantis, and Ferrari. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Compagnie Générale des Établissements Michelin with a $41.33 average price target. Kepler Capital analyst Doron Lande maintained a Hold rating on Landis+Gyr Group AG on May 2 and set a price target of CHF50.00. The company's shares closed last Wednesday at $63.82. The word on The Street in general, suggests a Hold analyst consensus rating for Landis+Gyr Group AG with a $74.10 average price target.
