Recent Insider Transactions • Jul 29
Independent Non-Executive Director recently bought UK£54k worth of stock On the 27th of July, Keith Mansfield bought around 43k shares on-market at roughly UK£1.25 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold UK£85k more in shares than they bought in the last 12 months. New Risk • Jul 24
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company. Annonce • Jul 23
Motorpoint Group plc Announces Mary Mcnamara Stepping Down as Non-Executive Director on 23 July 2026 Motorpoint Group Plc announced that Non-Executive Director Mary McNamara will be stepping down from the Board following the conclusion of the AGM. Annual General Meeting to held on 23 July 2026. Upcoming Dividend • Jun 26
Upcoming dividend of UK£0.012 per share Eligible shareholders must have bought the stock before 02 July 2026. Payment date: 31 July 2026. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.6%). Annonce • Jun 24
Motorpoint Group Plc, Annual General Meeting, Jul 23, 2026 Motorpoint Group Plc, Annual General Meeting, Jul 23, 2026. Location: motorpoint group plc, shore capital offices, 57 st jamess street, sw1a 1ld, london United Kingdom Annonce • Jun 22
Motorpoint Group Plc(LSE:MOTR) dropped from FTSE All-Share Index (GBP) Motorpoint Group Plc(LSE:MOTR) dropped from FTSE All-Share Index (GBP) Declared Dividend • Jun 12
Final dividend increased to UK£0.012 Dividend of UK£0.012 is 20% higher than last year. Ex-date: 2nd July 2026 Payment date: 31st July 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.7%. Annonce • Jun 12
Motorpoint Group plc Proposes Final Dividend in Respect of the Year Ended 31 March 2026, Payable on 31 July 2026 Motorpoint Group Plc announced that the Directors recommended a final dividend of 1.2 pence per share (FY25: 1.0 pence), bringing the total amount payable in respect of the year ended 31 March 2026 to 2.2 pence (FY25: 1.0 pence).Subject to approval at the AGM, this will be paid on 31 July 2026, to those on the register at close of business on 3 July 2026 (the record date). Reported Earnings • Jun 10
Full year 2026 earnings: EPS and revenues miss analyst expectations Full year 2026 results: EPS: UK£0.066 (up from UK£0.037 in FY 2025). Revenue: UK£1.27b (up 8.1% from FY 2025). Net income: UK£5.60m (up 75% from FY 2025). Profit margin: 0.4% (up from 0.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 2.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Price Target Changed • Jun 10
Price target decreased by 11% to UK£1.70 Down from UK£1.90, the current price target is provided by 1 analyst. New target price is 35% above last closing price of UK£1.26. Stock is down 23% over the past year. The company is forecast to post earnings per share of UK£0.068 for next year compared to UK£0.037 last year. Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to UK£1.30, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 5.4% over the past three years. New Risk • May 31
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company. Annonce • May 14
Motorpoint Group Plc to Report Fiscal Year 2026 Results on Jun 10, 2026 Motorpoint Group Plc announced that they will report fiscal year 2026 results on Jun 10, 2026 Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to UK£1.35, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 3.4% over the past three years. Recent Insider Transactions • Dec 05
CEO & Director recently sold UK£139k worth of stock On the 28th of November, Mark Carpenter sold around 100k shares on-market at roughly UK£1.39 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mark has been a net seller over the last 12 months, reducing personal holdings by UK£200k. Reported Earnings • Nov 17
First half 2026 earnings released: EPS: UK£0.032 (vs UK£0.017 in 1H 2025) First half 2026 results: EPS: UK£0.032 (up from UK£0.017 in 1H 2025). Revenue: UK£647.7m (up 15% from 1H 2025). Net income: UK£2.70m (up 80% from 1H 2025). Profit margin: 0.4% (up from 0.3% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Annonce • Nov 12
Motorpoint Group plc Declares Interim Dividend for the First Half of Fiscal 2026, Payable on 12 December 2025 The Board of Motorpoint Group Plc announced dividend was re-introduced in the fiscal 2025 full year results and £0.9 million was paid during first half of fiscal 2026. The Board has declared an interim dividend of 1 pence per share with an associated cash cost of £0.8 million (H1 FY25: £Nil). The Directors have declared interim dividend payable on 12 December 2025, with a record date of 21 November 2025. Annonce • Oct 09
Motorpoint Group Plc to Report First Half, 2026 Results on Nov 12, 2025 Motorpoint Group Plc announced that they will report first half, 2026 results on Nov 12, 2025 Buy Or Sell Opportunity • Sep 23
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at UK£1.69. The fair value is estimated to be UK£1.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 44% per annum over the same time period. Buy Or Sell Opportunity • Aug 28
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to UK£1.73. The fair value is estimated to be UK£1.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 44% per annum over the same time period. New Risk • Jul 22
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company. Upcoming Dividend • Jun 26
Upcoming dividend of UK£0.01 per share Eligible shareholders must have bought the stock before 03 July 2025. Payment date: 01 August 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.9%). Annonce • Jun 26
Motorpoint Group Plc, Annual General Meeting, Jul 22, 2025 Motorpoint Group Plc, Annual General Meeting, Jul 22, 2025. Location: motorpoint group plc, champion house, stephensons way, derby, de21 6ly, United Kingdom Price Target Changed • Jun 13
Price target increased by 8.3% to UK£1.95 Up from UK£1.80, the current price target is an average from 2 analysts. New target price is 18% above last closing price of UK£1.66. Stock is up 19% over the past year. The company is forecast to post earnings per share of UK£0.063 for next year compared to UK£0.037 last year. Reported Earnings • Jun 13
Full year 2025 earnings: EPS in line with analyst expectations despite revenue beat Full year 2025 results: EPS: UK£0.037 (up from UK£0.093 loss in FY 2024). Revenue: UK£1.17b (up 8.0% from FY 2024). Net income: UK£3.20m (up UK£11.6m from FY 2024). Profit margin: 0.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Annonce • Jun 12
Motorpoint Group plc Recommends Final Dividend for the Year Ended 31 March 2025, Payable on August 1, 2025 Motorpoint Group Plc announced that the Board has recommended a final dividend of 1 penny per share for the Year ended 31 March 2025, with an associated cash cost of £0.9 million (Fiscal Year 2024: £Nil). Subject to approval at the AGM, this will be paid on 1 August 2025, to those shareholders on the register at close of business on 4 July 2025 (the record date). Annonce • May 29
Motorpoint Group Plc to Report Fiscal Year 2025 Results on Jun 12, 2025 Motorpoint Group Plc announced that they will report fiscal year 2025 results on Jun 12, 2025 Buy Or Sell Opportunity • Apr 11
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at UK£1.25. The fair value is estimated to be UK£1.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company became loss making. Annonce • Apr 03
Motorpoint Group plc Provides Earnings Guidance for the Year Ended 31 March 2025 Motorpoint Group Plc provided earnings guidance for the year ended 31 March 2025. The group expects to report Earnings Before Interest and Tax within the ranges of £13.3 million to £13.6 million. New Risk • Feb 06
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£61k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risk Significant insider selling over the past 3 months (UK£61k sold). Recent Insider Transactions • Feb 06
CEO & Director recently sold UK£61k worth of stock On the 31st of January, Mark Carpenter sold around 50k shares on-market at roughly UK£1.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mark has been a net seller over the last 12 months, reducing personal holdings by UK£340k. Board Change • Feb 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Swarupa Pathakji was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. New Risk • Dec 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change). Reported Earnings • Nov 29
First half 2025 earnings released: EPS: UK£0.017 (vs UK£0.039 loss in 1H 2024) First half 2025 results: EPS: UK£0.017 (up from UK£0.039 loss in 1H 2024). Revenue: UK£563.1m (down 7.3% from 1H 2024). Net income: UK£1.50m (up UK£5.00m from 1H 2024). Profit margin: 0.3% (up from net loss in 1H 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Annonce • Oct 08
Motorpoint Group Plc to Report First Half, 2025 Results on Nov 27, 2024 Motorpoint Group Plc announced that they will report first half, 2025 results on Nov 27, 2024 Annonce • Sep 13
Motorpoint Group plc Appoints Swarupa Pathakji as an Independent Non-Executive Director and Member of the Audit, Nomination, Remuneration and ESG Committees, with Effect from 1 October 2024 Motorpoint Group PLC announced the appointment of Swarupa Pathakji as an Independent Non-executive Director, with effect from 1 October 2024. Swarupa has been appointed as a member of the Audit, Nomination, Remuneration and ESG Committees. Swarupa is a Director of Albion KAY VCT plc, where she is Chair of the Nomination and Remuneration Committees and a member of the Audit and Risk Committee. She is also a Non-executive Director of value retailer OFS (DS) Holdings Ltd. where she is Chair of the Audit Committee. Swarupa has extensive experience across multiple sectors, having worked at Merrill Lynch and Duke Street, a mid-market Private Equity firm, and was also a Non-executive Director at ScS Group plc prior to the business being sold toCerezzola Limited in January 2024. Recent Insider Transactions • Jul 12
CEO & Director recently sold UK£280k worth of stock On the 10th of July, Mark Carpenter sold around 200k shares on-market at roughly UK£1.40 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Mark has been a net seller over the last 12 months, reducing personal holdings by UK£365k. New Risk • Jun 30
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Earnings have declined by 44% per year over the past 5 years. Annonce • Jun 27
Motorpoint Group Plc, Annual General Meeting, Jul 24, 2024 Motorpoint Group Plc, Annual General Meeting, Jul 24, 2024. Location: motorpoint chingford, 1 lea valley road, chingford, e4 7px, london United Kingdom Reported Earnings • Jun 14
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: UK£0.093 loss per share (further deteriorated from UK£0.007 loss in FY 2023). Revenue: UK£1.09b (down 25% from FY 2023). Net loss: UK£8.40m (loss widened UK£7.80m from FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Annonce • May 25
Motorpoint Group Plc to Report Fiscal Year 2024 Results on Jun 13, 2024 Motorpoint Group Plc announced that they will report fiscal year 2024 results on Jun 13, 2024 Price Target Changed • Apr 05
Price target increased by 21% to UK£1.70 Up from UK£1.40, the current price target is provided by 1 analyst. New target price is 27% above last closing price of UK£1.34. Stock is down 0.6% over the past year. The company is forecast to post a net loss per share of UK£0.07 next year compared to a net loss per share of UK£0.0067 last year. New Risk • Feb 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Earnings have declined by 32% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change). Annonce • Jan 26
Motorpoint Group plc Announces Revenue Guidance for Fiscal Year 2024 Motorpoint Group Plc announced revenue guidance for Fiscal year 2024. As a result of the pricing corrections in Q3, which was exacerbated by the timing of the Group's seasonal increase in stock, in addition to the disruption caused by the Derby store closure, profitability for FY24 is now likely to be £5 million to £6 million below expectations, even with an anticipated strong Q4. However, the Board believes that the corrective cost and efficiency actions taken in FY24, combined with the positive signs that economic headwinds will ease in FY25, will ensure the Group is well placed to deliver an improved financial performance in FY25 as the market returns to a more normal trading environment. Reported Earnings • Nov 24
First half 2024 earnings released: UK£0.039 loss per share (vs UK£0.027 profit in 1H 2023) First half 2024 results: UK£0.039 loss per share (down from UK£0.027 profit in 1H 2023). Revenue: UK£607.2m (down 23% from 1H 2023). Net loss: UK£3.50m (down 246% from profit in 1H 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings. New Risk • Oct 16
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£85k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 18% per year over the past 5 years. Minor Risks Significant insider selling over the past 3 months (UK£85k sold). Market cap is less than US$100m (UK£72.6m market cap, or US$88.5m). Recent Insider Transactions • Oct 16
CEO & Director recently sold UK£85k worth of stock On the 12th of October, Mark Carpenter sold around 100k shares on-market at roughly UK£0.85 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months. Annonce • Oct 05
Motorpoint Group Plc to Report First Half, 2024 Results on Nov 23, 2023 Motorpoint Group Plc announced that they will report first half, 2024 results on Nov 23, 2023 New Risk • Jun 29
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 0.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 18% per year over the past 5 years. Annonce • Jun 27
Motorpoint Group Plc, Annual General Meeting, Jul 26, 2023 Motorpoint Group Plc, Annual General Meeting, Jul 26, 2023, at 09:00 Coordinated Universal Time. Location: Motorpoint Coventry, 6 Meto Lakha Close, Coventry, CV6 5QS Coventry, United Kingdom Agenda: To receive, consider and adopt the Company's audited financial statements for the financial year ended 31 March 2023, together with the Directors' Report and the Auditors' Report on those accounts; to approve the Directors' Remuneration Report contained within the Annual Report and Account; to approve the Directors' Remuneration Policy; to re-elect Directors; to re-appoint PricewaterhouseCoopers LLP as auditors of the Company; to authorise the Board to determine the auditors' remuneration and to consider other matters. Reported Earnings • Jun 14
Full year 2023 earnings released: UK£0.007 loss per share (vs UK£0.19 profit in FY 2022) Full year 2023 results: UK£0.007 loss per share (down from UK£0.19 profit in FY 2022). Revenue: UK£1.44b (up 8.9% from FY 2022). Net loss: UK£600.0k (down 104% from profit in FY 2022). Profit margin: 0% (down from 1.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Annonce • May 25
Motorpoint Group Plc to Report Fiscal Year 2023 Results on Jun 14, 2023 Motorpoint Group Plc announced that they will report fiscal year 2023 results on Jun 14, 2023 Reported Earnings • Nov 25
First half 2023 earnings released First half 2023 results: Revenue: UK£786.7m (up 30% from 1H 2022). Net income: UK£2.40m (down 77% from 1H 2022). Profit margin: 0.3% (down from 1.8% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Price Target Changed • Nov 16
Price target decreased to UK£1.98 Down from UK£2.65, the current price target is an average from 2 analysts. New target price is 26% above last closing price of UK£1.57. Stock is down 56% over the past year. The company is forecast to post earnings per share of UK£0.057 for next year compared to UK£0.19 last year. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment deteriorated over the past week After last week's 18% share price decline to UK£1.48, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£2.24 per share. Buying Opportunity • Sep 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 6.9%. The fair value is estimated to be UK£2.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 10%. Reported Earnings • Jun 16
Full year 2022 earnings released: EPS: UK£0.19 (vs UK£0.084 in FY 2021) Full year 2022 results: EPS: UK£0.19 (up from UK£0.084 in FY 2021). Revenue: UK£1.32b (up 83% from FY 2021). Net income: UK£16.9m (up 122% from FY 2021). Profit margin: 1.3% (up from 1.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 10% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Price Target Changed • Apr 27
Price target decreased to UK£3.23 Down from UK£3.75, the current price target is an average from 3 analysts. New target price is 29% above last closing price of UK£2.50. Stock is down 3.1% over the past year. The company posted earnings per share of UK£0.084 last year. Price Target Changed • Apr 06
Price target decreased to UK£3.75 Down from UK£4.38, the current price target is an average from 2 analysts. New target price is 36% above last closing price of UK£2.75. Stock is up 6.2% over the past year. The company posted earnings per share of UK£0.084 last year. Reported Earnings • Nov 27
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: UK£0.12 (up from UK£0.088 in 1H 2021). Revenue: UK£605.2m (up 56% from 1H 2021). Net income: UK£10.6m (up 34% from 1H 2021). Profit margin: 1.8% (down from 2.0% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 47%, compared to a 12% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment improved over the past week After last week's 24% share price gain to UK£3.42, the stock trades at a trailing P/E ratio of 40.6x. Average forward P/E is 21x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£4.81 per share. Recent Insider Transactions • Jun 20
Independent Non-Executive Director recently bought UK£49k worth of stock On the 17th of June, Keith Mansfield bought around 16k shares on-market at roughly UK£3.03 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Jun 18
Full year 2021 earnings released: EPS UK£0.084 (vs UK£0.16 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£721.4m (down 29% from FY 2020). Net income: UK£7.60m (down 50% from FY 2020). Profit margin: 1.1% (down from 1.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improved over the past week After last week's 16% share price gain to UK£3.02, the stock trades at a trailing P/E ratio of 17.5x. Average forward P/E is 26x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 30% over the past three years. Price Target Changed • Apr 14
Price target decreased to UK£3.05 Down from UK£3.38, the current price target is provided by 1 analyst. New target price is 21% above last closing price of UK£2.53. Stock is up 29% over the past year. Is New 90 Day High Low • Mar 08
New 90-day low: UK£2.73 The company is down 4.0% from its price of UK£2.85 on 08 December 2020. The British market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 6.0% over the same period. Is New 90 Day High Low • Oct 02
New 90-day high: UK£3.03 The company is up 21% from its price of UK£2.50 on 03 July 2020. The British market is down 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 20% over the same period.