Loading...
Back to narrative

BCG: Dividend And Buybacks Will Support Future Share Price Upside

BCG: Dividend Approval And Margins Will Drive Future Value Creation

BCG logo
BCG
AnalystConsensusTarget
Not Invested
Published 24 Jul 2025

Update shared on 17 Dec 2025

Fair value Decreased 15%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-37.6%
7D
3.0%

Analysts have trimmed their price target on Baltic Classifieds Group by roughly 15 percent to reflect slightly softer assumptions on revenue growth, profitability, and future valuation multiples, while only modestly adjusting their discount rate.

What's in the News

  • Issued new second half guidance indicating revenue growth should exceed first half levels and accelerate into double digits by fiscal 2027, despite record inventory comparables and a softer Estonian auto market (company guidance)
  • Announced an interim dividend of EUR 0.013 per share for 2026, payable on 23 January 2026, with shareholders able to elect payment in British pounds sterling (company announcement)
  • Recommended and secured shareholder approval for a final 2025 dividend of EUR 0.026 per share, payable on 17 October 2025 to shareholders on the register as of 12 September 2025 (AGM announcement)
  • Launched a share repurchase program authorizing buybacks of up to 48,435,267 shares, equivalent to 10 percent of issued share capital, with purchases allowed through 24 December 2026 or until the next AGM (AGM mandate)
  • Lowered full year 2025 guidance, now expecting revenue and profit growth to be 3 percent to 4 percent below prior expectations (company guidance)

Valuation Changes

  • The Fair Value Estimate has fallen moderately from 3.42 to 2.90, implying roughly a 15 percent reduction in the intrinsic value assessment.
  • The Discount Rate has edged down slightly from 8.94 percent to 8.90 percent, indicating only a modest change in perceived risk.
  • The Revenue Growth assumption has been trimmed slightly from about 12.7 percent to 12.0 percent, reflecting a more cautious outlook on top line expansion.
  • The Net Profit Margin forecast has been reduced modestly from roughly 60.0 percent to 58.2 percent, suggesting slightly lower long term profitability.
  • The future P/E multiple has been cut meaningfully from around 33.9x to 29.0x, signaling a less generous valuation framework for the company.

Have other thoughts on Baltic Classifieds Group?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.