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Macfarlane Group PLCInforme acción LSE:MACF

Capitalización bursátil UK£99.8m
Precio de las acciones
UK£0.64
UK£0.91
29.7% infravalorado descuento intrínseco
1Y-44.3%
7D0.3%
1D
Valor de la cartera
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Macfarlane Group PLC

Informe acción LSE:MACF

Capitalización de mercado: UK£99.8m

Macfarlane Group (MACF) Resumen de Acciones

Macfarlane Group PLC, a través de sus filiales, diseña, fabrica y distribuye productos de embalaje de protección a empresas del Reino Unido y Europa. Saber más

Análisis fundamental de MACF
Puntuación del snowflake
Valoración4/6
Crecimiento futuro2/6
Rendimiento pasado1/6
Salud financiera3/6
Dividendos4/6

MACF Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Macfarlane Group PLC

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Macfarlane Group
Precios históricos de las acciones
Precio actual de la acciónUK£0.64
Máximo en las últimas 52 semanasUK£1.22
Mínimo de 52 semanasUK£0.60
Beta0.53
Cambio en 1 mes-3.03%
Variación en 3 meses-9.86%
Cambio de 1 año-44.35%
Variación en 3 años-40.74%
Variación en 5 años-46.11%
Variación desde la OPV-19.55%

Noticias y actualizaciones recientes

Actualización de narrativa Apr 21

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have kept their fair value estimate for Macfarlane Group steady at £0.91 per share. This reflects only small tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions in their refreshed models.
Actualización de narrativa Apr 06

MACF: Stable Assumptions And Slightly Lower P/E Will Support Future Upside

Analysts have made only a modest adjustment to their valuation work on Macfarlane Group, with a slightly lower discount rate and future P/E assumption leading to a small fine tuning of their £ price target rather than a material shift in view. Valuation Changes Fair Value: Held steady at £0.91 per share, with no change between the prior and updated work.
Actualización de narrativa Mar 23

MACF: Stable Assumptions And Slightly Higher P/E Will Support Future Upside

Macfarlane Group's analyst price target has been left broadly unchanged at around £0.91. Analysts point to only marginal tweaks to assumptions for discount rate, revenue growth, profit margin and forward P/E that do not materially alter their view of fair value.
Actualización de narrativa Mar 09

MACF: Modest Fair Value Trim Will Still Support Future Upside

Analysts have revised their fair value estimate for Macfarlane Group from £0.98 to £0.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: revised from £0.98 to £0.91, a modest reduction in the central estimate.

Recent updates

Actualización de narrativa Apr 21

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have kept their fair value estimate for Macfarlane Group steady at £0.91 per share. This reflects only small tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions in their refreshed models.
Actualización de narrativa Apr 06

MACF: Stable Assumptions And Slightly Lower P/E Will Support Future Upside

Analysts have made only a modest adjustment to their valuation work on Macfarlane Group, with a slightly lower discount rate and future P/E assumption leading to a small fine tuning of their £ price target rather than a material shift in view. Valuation Changes Fair Value: Held steady at £0.91 per share, with no change between the prior and updated work.
Actualización de narrativa Mar 23

MACF: Stable Assumptions And Slightly Higher P/E Will Support Future Upside

Macfarlane Group's analyst price target has been left broadly unchanged at around £0.91. Analysts point to only marginal tweaks to assumptions for discount rate, revenue growth, profit margin and forward P/E that do not materially alter their view of fair value.
Actualización de narrativa Mar 09

MACF: Modest Fair Value Trim Will Still Support Future Upside

Analysts have revised their fair value estimate for Macfarlane Group from £0.98 to £0.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: revised from £0.98 to £0.91, a modest reduction in the central estimate.
Actualización de narrativa Feb 22

MACF: Steady Assumptions And Higher Future P/E Will Support Upside

Analysts have kept their price target for Macfarlane Group broadly steady at around £0.98 per share, citing only very small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. Valuation Changes Fair Value: unchanged at £0.98 per share, with no revision to the central estimate.
Actualización de narrativa Feb 08

MACF: Stable Growth Assumptions And Lower P/E Will Support Future Upside

Analysts have made a small adjustment to their price target on Macfarlane Group, reflecting a slightly lower discount rate and a marginally reduced assumed future P/E multiple, while keeping fair value per share broadly unchanged at £0.98. Valuation Changes Fair Value: Modelled fair value per share is unchanged at £0.98.
Actualización de narrativa Jan 24

MACF: Higher Profitability Assumptions And Lower P/E Will Support Future Upside

Analysts have trimmed their price target on Macfarlane Group, reflecting updated assumptions for profit margins and a lower future P/E multiple, while keeping fair value estimates steady at £0.98. Valuation Changes Fair Value: Kept unchanged at £0.98 per share, indicating no adjustment to the central valuation estimate.
Actualización de narrativa Jan 10

MACF: Stable Assumptions And Higher Required Return Will Support Undervalued Upside

Analysts have slightly adjusted their price target for Macfarlane Group, citing small refinements to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their fair value estimate broadly unchanged at £0.98. Valuation Changes Fair Value Estimate is unchanged at £0.98 per share, indicating no material revision to the central valuation outcome.
Actualización de narrativa Dec 23

MACF: Improved Risk Profile Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target for Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, while maintaining a fair value estimate close to previous levels. Valuation Changes Fair Value: unchanged at 0.975x, indicating no material shift in the core valuation anchor.
Actualización de narrativa Dec 09

MACF: Index Inclusion Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target on Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, though the overall fair value estimate remains close to unchanged at approximately £0.98 per share. What's in the News Macfarlane Group PLC has been added to the S&P Global BMI Index, which may increase its visibility among global institutional investors (Index Constituent Adds).
Actualización de narrativa Nov 24

MACF: Recent Index Addition And Outlook Will Support Long-Term Confidence

Analysts have slightly raised their price target for Macfarlane Group to £0.98. They maintain a positive outlook based on updated discount rates and reaffirmed growth expectations.
Actualización de narrativa Nov 09

MACF: Future Margins Will Recover Despite Recent Outlook Shift

Analysts have lowered their fair value estimate for Macfarlane Group from £1.13 to £0.98. They cite expectations of slower revenue growth, a higher discount rate, and a reduced profit margin outlook.
Artículo de análisis Nov 04

Macfarlane Group PLC (LON:MACF) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

To the annoyance of some shareholders, Macfarlane Group PLC ( LON:MACF ) shares are down a considerable 25% in the last...
Artículo de análisis Oct 28

These 4 Measures Indicate That Macfarlane Group (LON:MACF) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Oct 26

Eco-Friendly Packaging And European Expansion Will Unlock New Opportunity

Analysts have revised their price target for Macfarlane Group downward from £1.25 to £1.13, citing reduced revenue growth and profit margin projections in their latest assessment. What's in the News Macfarlane Group PLC has been added as a constituent to the S&P Global BMI Index (Key Developments).
Artículo de análisis May 06

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group to hold its Annual General Meeting on 13th of May Total pay for CEO Peter Atkinson...
Artículo de análisis Mar 02

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 13th of June to £0.027, with investors...
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Nueva narrativa Feb 10

European Acquisitions And Competitive Website Will Expand Market Presence And Capture New Business

Strategic acquisitions and a new competitive website are expected to boost revenue growth and market presence.
Artículo de análisis May 14

Is Macfarlane Group (LON:MACF) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis May 01

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group will host its Annual General Meeting on 7th of May Total pay for CEO Peter Atkinson...
Artículo de análisis Apr 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0265

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing from last year's payment of the same period to £0.0265...
Artículo de análisis Mar 03

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To £0.0265

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 30th of May to £0.0265, which is 5.2% higher than...
Artículo de análisis Sep 10

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend by 4.4% on the...
Artículo de análisis Aug 27

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0094

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 12th of October will be increased to...
Artículo de análisis May 11

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its periodic dividend on the 1st of June to...
Artículo de análisis Apr 05

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0252

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 1st of June to £0.0252, with investors...
Artículo de análisis Feb 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0252

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 1st of June to £0.0252, which is 8.2% higher than...
Artículo de análisis Sep 04

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At £0.009

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend from last year's comparable...
Artículo de análisis Apr 28

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To UK£0.023

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend on the 1st of June to UK£0.023...
Artículo de análisis Feb 27

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 1st of June will be increased to...
Artículo de análisis Sep 13

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At UK£0.0087

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 14th of October to UK£0.0087, which is 24% higher...
Artículo de análisis Aug 29

Macfarlane Group's (LON:MACF) Upcoming Dividend Will Be Larger Than Last Year's

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing on the 14th of October to UK£0.0087, with investors...
Artículo de análisis Jun 14

With EPS Growth And More, Macfarlane Group (LON:MACF) Is Interesting

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis May 04

Here's What To Make Of Macfarlane Group's (LON:MACF) Decelerating Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Rentabilidad de los accionistas

MACFGB Trade DistributorsMercado GB
7D0.3%2.4%1.8%
1Y-44.3%7.3%19.0%

Rentabilidad vs. Industria: Los resultados de MACF fueron inferiores a los de la industria UK Trade Distributors, que obtuvo un rendimiento del 7.3% el año pasado.

Rentabilidad vs. Mercado: MACF obtuvo unos resultados inferiores a los del mercado UK, que fueron del 19% el año pasado.

Volatilidad de los precios

Is MACF's price volatile compared to industry and market?
MACF volatility
MACF Average Weekly Movement5.0%
Trade Distributors Industry Average Movement5.8%
Market Average Movement5.8%
10% most volatile stocks in GB Market12.1%
10% least volatile stocks in GB Market3.1%

Precio estable de las acciones: MACF no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado UK.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MACF (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
18991,231Peter Atkinsonwww.macfarlanegroup.com

Macfarlane Group PLC, a través de sus filiales, diseña, fabrica y distribuye productos de embalaje de protección a empresas del Reino Unido y Europa. Opera a través de los segmentos de Distribución de Embalajes y Operaciones de Fabricación. El segmento de Distribución de Embalajes distribuye materiales de embalaje en el Reino Unido, Irlanda y Europa.

Resumen de fundamentos de Macfarlane Group PLC

¿Cómo se comparan los beneficios e ingresos de Macfarlane Group con su capitalización de mercado?
Estadísticas fundamentales de MACF
Capitalización bursátilUK£99.77m
Beneficios(TTM)UK£6.32m
Ingresos (TTM)UK£300.81m
15.8x
Ratio precio-beneficio (PE)
0.3x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MACF
IngresosUK£300.81m
Coste de los ingresosUK£188.64m
Beneficio brutoUK£112.17m
Otros gastosUK£105.86m
BeneficiosUK£6.32m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.041
Margen bruto37.29%
Margen de beneficio neto2.10%
Ratio deuda/patrimonio25.3%

¿Cómo se ha desempeñado MACF a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

5.7%
Rentabilidad actual por dividendo
92%
Ratio de pagos
¿Cuándo hay que comprar MACF para recibir un próximo dividendo?
fechas de dividendos de Macfarlane Group
Fecha ex dividendoMay 14 2026
Fecha de pago de dividendosJun 12 2026
Días hasta ex dividendo13 days
Días hasta la fecha de pago de dividendos16 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 05:03
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Macfarlane Group PLC está cubierta por 9 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew SimmsBerenberg
James FletcherBerenberg
Calum BattersbyBerenberg