View ValuationGrupo Clarín 将来の成長Future 基準チェック /06現在、 Grupo Clarínの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Media 収益成長29.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Nov 16Price target increased to AR$160Up from AR$135, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AR$158. Stock is up 42% over the past year. The company posted earnings per share of AR$9.73 last year.Price Target Changed • Apr 27Price target increased to AR$135Up from AR$54.00, the current price target is provided by 1 analyst. New target price is 18% below last closing price of AR$165. Stock is up 289% over the past year. The company posted earnings per share of AR$9.73 last year.すべての更新を表示Recent updatesReported Earnings • May 18First quarter 2026 earnings released: EPS: AR$62.23 (vs AR$47.31 in 1Q 2025)First quarter 2026 results: EPS: AR$62.23 (up from AR$47.31 in 1Q 2025). Revenue: AR$119.1b (up 19% from 1Q 2025). Net income: AR$6.64b (up 32% from 1Q 2025). Profit margin: 5.6% (up from 5.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 128% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 26Grupo Clarín S.A., Annual General Meeting, May 05, 2026Grupo Clarín S.A., Annual General Meeting, May 05, 2026. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires ArgentinaReported Earnings • Mar 15Full year 2025 earnings released: EPS: AR$421 (vs AR$37.68 loss in FY 2024)Full year 2025 results: EPS: AR$421 (up from AR$37.68 loss in FY 2024). Revenue: AR$540.0b (up 53% from FY 2024). Net income: AR$45.0b (up AR$49.0b from FY 2024). Profit margin: 8.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Dec 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Alberto Jose Menzani was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 25Grupo Clarín S.A. to Report Q3, 2025 Results on Nov 10, 2025Grupo Clarín S.A. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025お知らせ • Aug 02Grupo Clarín S.A. to Report Q2, 2025 Results on Aug 11, 2025Grupo Clarín S.A. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • May 09Grupo Clarín S.A. to Report Q1, 2025 Results on May 09, 2025Grupo Clarín S.A. announced that they will report Q1, 2025 results After-Market on May 09, 2025お知らせ • Mar 31Grupo Clarín S.A., Annual General Meeting, May 09, 2025Grupo Clarín S.A., Annual General Meeting, May 09, 2025. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires Argentinaお知らせ • Mar 03Grupo Clarín S.A. to Report Q4, 2024 Results on Mar 10, 2025Grupo Clarín S.A. announced that they will report Q4, 2024 results After-Market on Mar 10, 2025お知らせ • Oct 30Grupo Clarín S.A. to Report Q3, 2024 Results on Nov 08, 2024Grupo Clarín S.A. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024お知らせ • Jul 27Grupo Clarín S.A. to Report Q2, 2024 Results on Aug 09, 2024Grupo Clarín S.A. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024お知らせ • May 09Grupo Clarín S.A. to Report Q1, 2024 Results on May 13, 2024Grupo Clarín S.A. announced that they will report Q1, 2024 results After-Market on May 13, 2024お知らせ • Mar 05Grupo Clarín S.A. to Report Q4, 2023 Results on Mar 08, 2024Grupo Clarín S.A. announced that they will report Q4, 2023 results After-Market on Mar 08, 2024お知らせ • Dec 24Grupo Clarín Announces Cancellation of the Listing and Admission to Trading of the Global Depositary Shares Representing Class B Shares of its Common Stock from the London Stock ExchangeFurther to its press release of 22 November 2023, Grupo Clarín S.A. (‘the Company’) announced that earlier December 22, 2023 (a) the UK Financial Conduct Authority cancelled the listing of the Global Depositary Shares (with ISIN US40052A4076 and ISIN US40052A3086) representing the class B shares of common stock of the Company (the ‘GDSs’) from the Official List, and (b) the London Stock Exchange cancelled the admission of the GDSs to trading on the Main Market.Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: AR$35.1b (up 124% from 3Q 2022). Net loss: AR$2.72b (loss widened 314% from 3Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in South America.お知らせ • Nov 08Grupo Clarín S.A. to Report Q3, 2023 Results on Nov 10, 2023Grupo Clarín S.A. announced that they will report Q3, 2023 results After-Market on Nov 10, 2023Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: AR$27.1b (up 42% from 2Q 2022). Net loss: AR$316.3m (down 423% from profit in 2Q 2022). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01Grupo Clarín S.A. to Report Q2, 2023 Results on Aug 11, 2023Grupo Clarín S.A. announced that they will report Q2, 2023 results After-Market on Aug 11, 2023お知らせ • Jun 15Grupo Clarín S.A. Announces Board ChangesOn 13 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the Company's Supervisory Committee had accepted the leave of absence requested by one of its members, Mr. Hugo E. Lopez, for personal reasons, from (and including) 19 June 2023 to (and including) 5 July 2023. Mr. Lopez will resume his position automatically as from 6 July 2023. The Supervisory Committee also resolved that Mr. Jorge Jaime José de la María Martinez de Hoz, alternate member appointed by the Class A shareholders, shall substitute for Mr. Lopez as full member for the duration of Mr. Lopez's leave.お知らせ • Jun 10Grupo Clarín S.A. Announces Executive ChangesOn 8 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the company's Board of Directors had accepted the leave of absence requested by its president, Mr. Jorge C. Rendo, from (and including) 6 June 2023 to (and including) 23 June 2023. Mr. Rendo will resume his position automatically as from 26 June 2023. The Board of Directors also resolved that Mr. Francisco Iván Acevedo shall substitute for Mr. Rendo as full member for the duration of Mr. Rendo's leave; and that Mr. Héctor Mario Aranda shall act as President of the Board of Directors in Mr. Rendo´s absence.Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: AR$22.8b (up 84% from 1Q 2022). Net income: AR$1.06b (up AR$997.0m from 1Q 2022). Profit margin: 4.7% (up from 0.5% in 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in South America.お知らせ • May 09Grupo Clarín S.A. to Report Q1, 2023 Results on May 12, 2023Grupo Clarín S.A. announced that they will report Q1, 2023 results After-Market on May 12, 2023Reported Earnings • Mar 14Full year 2022 earnings released: AR$12.85 loss per share (vs AR$9.73 profit in FY 2021)Full year 2022 results: AR$12.85 loss per share (down from AR$9.73 profit in FY 2021). Revenue: AR$73.6b (up 83% from FY 2021). Net loss: AR$1.37b (down 232% from profit in FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 16Price target increased to AR$160Up from AR$135, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AR$158. Stock is up 42% over the past year. The company posted earnings per share of AR$9.73 last year.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 1 independent director (9 non-independent directors). Independent Director Andres Riportella was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: AR$0.65 (vs AR$2.27 in 2Q 2021)Second quarter 2022 results: EPS: AR$0.65 (down from AR$2.27 in 2Q 2021). Revenue: AR$13.4b (up 44% from 2Q 2021). Net income: AR$68.8m (down 72% from 2Q 2021). Profit margin: 0.5% (down from 2.6% in 2Q 2021). Over the next year, revenue is forecast to grow 30% compared to a 4.9% decline forecast for the industry in Argentina. Over the last 3 years on average, earnings per share has increased by 85% per year whereas the company’s share price has increased by 86% per year.Buying Opportunity • Jun 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be AR$186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.Price Target Changed • Apr 27Price target increased to AR$135Up from AR$54.00, the current price target is provided by 1 analyst. New target price is 18% below last closing price of AR$165. Stock is up 289% over the past year. The company posted earnings per share of AR$9.73 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 2 independent directors (9 non-independent directors). Independent Permanent Director Andres Riportella was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: AR$40.1b (up 51% from FY 2020). Net income: AR$1.04b (up AR$1.31b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to AR$146, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Media industry in South America. Total returns to shareholders of 204% over the past three years.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS AR$2.99 (vs AR$4.32 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: AR$9.52b (up 63% from 3Q 2020). Net income: AR$319.3m (up AR$780.3m from 3Q 2020). Profit margin: 3.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 33% share price gain to AR$121, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 112% over the past three years.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to AR$89.00, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 56% over the past three years.Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS AR$1.48 (vs AR$2.91 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: AR$7.88b (up 40% from 2Q 2020). Net income: AR$158.9m (down 49% from 2Q 2020). Profit margin: 2.0% (down from 5.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to AR$68.60, the stock trades at a trailing P/E ratio of 6.3x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 40% share price gain to AR$61.55, the stock trades at a trailing P/E ratio of 5.7x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 9.1% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS AR$6.38 (vs AR$5.22 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: AR$6.89b (up 28% from 1Q 2020). Net income: AR$680.9m (up AR$1.24b from 1Q 2020). Profit margin: 9.9% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 13Full year 2020 earnings released: AR$2.57 loss per share (vs AR$14.12 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: AR$26.6b (up 4.8% from FY 2019). Net loss: AR$274.4m (loss narrowed 82% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 24%. Over the next year, revenue is expected to shrink by 2.9% compared to a 9.0% growth forecast for the Media industry in Argentina.Is New 90 Day High Low • Jan 07New 90-day high: AR$40.00The company is up 21% from its price of AR$33.00 on 09 October 2020. The Argentinean market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period.Analyst Estimate Surprise Post Earnings • Dec 08Revenue beats expectationsRevenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 9.5%, compared to a 13% growth forecast for the Media industry in Argentina.Is New 90 Day High Low • Nov 25New 90-day high: AR$39.00The company is up 28% from its price of AR$30.50 on 27 August 2020. The Argentinean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period.Is New 90 Day High Low • Nov 03New 90-day high: AR$34.90The company is up 3.0% from its price of AR$34.00 on 05 August 2020. The Argentinean market is down 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 4.0% over the same period.お知らせ • Sep 02Grupo Clarín S.A. to Report Q2, 2020 Results on Sep 08, 2020Grupo Clarín S.A. announced that they will report Q2, 2020 results at 9:00 AM, Montevideo Standard Time on Sep 08, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Grupo Clarín は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測BASE:GCLA - アナリストの将来予測と過去の財務データ ( )ARS Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026533,73345,28329,58550,294N/A12/31/2025539,99144,95840,22061,573N/A9/30/2025419,88650,75829,98344,998N/A6/30/2025409,91344,16227,38740,936N/A3/31/2025371,61413,03514,39127,202N/A12/31/2024465,485-5,292-20,317-4,615N/A9/30/2024438,026-32,835-7,3847,521N/A6/30/2024430,763-43,249-10,2735,420N/A3/31/2024449,201-39,849-39316,121N/A12/31/2023471,390-22,96715,24132,817N/A9/30/2023455,699-7,34714,97833,399N/A6/30/2023384,672-50712,39127,775N/A3/31/2023307,22846615,11927,230N/A12/31/2022229,165-4,2737,12916,500N/A9/30/2022142,012-1,5715,62410,504N/A6/30/2022122,1205793,3266,596N/A3/31/202292,2949213,0775,880N/A12/31/202178,2082,0242,7175,269N/A9/30/202162,9443,0801,8963,887N/A6/30/202154,4561,7931,9323,396N/A3/31/202144,6421,6623,4594,398N/A12/31/202040,210-4142,1993,133N/A9/30/202036,683-2,2671,2012,296N/A6/30/202035,981-2,1621,2682,519N/A3/31/202036,294-2,5443461,587N/A12/31/201934,620-2,052N/A1,920N/A9/30/201933,423-2,162N/A1,669N/A6/30/201931,740-2,254N/A1,510N/A3/31/201930,574-1,624N/A1,057N/A12/31/201829,619-1,317N/A1,140N/A9/30/201832,768-874N/A3,901N/A6/30/201829,98032N/A3,166N/A3/31/201825,740-694N/A3,812N/A12/31/201722,947-1,510N/A5,845N/A9/30/201713,503-978N/A6,216N/A6/30/201712,829-1,548N/A9,141N/A3/31/201711,969-1,771N/A10,510N/A12/31/201611,379-1,425N/A9,503N/A9/30/201610,384-927N/A8,260N/A6/30/20169,523-693N/A7,258N/A3/31/20164,408-1,402N/A6,682N/A12/31/20158,292-423N/A6,606N/A9/30/201511,626-226N/A5,576N/A6/30/201514,544145N/A5,043N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GCLAの予測収益成長が 貯蓄率 ( 8.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: GCLAの収益がAR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: GCLAの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: GCLAの収益がAR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: GCLAの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GCLAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 17:37終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Grupo Clarín S.A. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Alexandre GarciaCitigroup IncAndre BaggioJ.P. MorganWalter ChiarvesioSantander
Price Target Changed • Nov 16Price target increased to AR$160Up from AR$135, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AR$158. Stock is up 42% over the past year. The company posted earnings per share of AR$9.73 last year.
Price Target Changed • Apr 27Price target increased to AR$135Up from AR$54.00, the current price target is provided by 1 analyst. New target price is 18% below last closing price of AR$165. Stock is up 289% over the past year. The company posted earnings per share of AR$9.73 last year.
Reported Earnings • May 18First quarter 2026 earnings released: EPS: AR$62.23 (vs AR$47.31 in 1Q 2025)First quarter 2026 results: EPS: AR$62.23 (up from AR$47.31 in 1Q 2025). Revenue: AR$119.1b (up 19% from 1Q 2025). Net income: AR$6.64b (up 32% from 1Q 2025). Profit margin: 5.6% (up from 5.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has increased by 128% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 26Grupo Clarín S.A., Annual General Meeting, May 05, 2026Grupo Clarín S.A., Annual General Meeting, May 05, 2026. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires Argentina
Reported Earnings • Mar 15Full year 2025 earnings released: EPS: AR$421 (vs AR$37.68 loss in FY 2024)Full year 2025 results: EPS: AR$421 (up from AR$37.68 loss in FY 2024). Revenue: AR$540.0b (up 53% from FY 2024). Net income: AR$45.0b (up AR$49.0b from FY 2024). Profit margin: 8.3% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Dec 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. 2 independent directors (8 non-independent directors). Independent Director Alberto Jose Menzani was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 25Grupo Clarín S.A. to Report Q3, 2025 Results on Nov 10, 2025Grupo Clarín S.A. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
お知らせ • Aug 02Grupo Clarín S.A. to Report Q2, 2025 Results on Aug 11, 2025Grupo Clarín S.A. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • May 09Grupo Clarín S.A. to Report Q1, 2025 Results on May 09, 2025Grupo Clarín S.A. announced that they will report Q1, 2025 results After-Market on May 09, 2025
お知らせ • Mar 31Grupo Clarín S.A., Annual General Meeting, May 09, 2025Grupo Clarín S.A., Annual General Meeting, May 09, 2025. Location: hector mario aranda, social headquarters, 1743 piedras street, buenos aires Argentina
お知らせ • Mar 03Grupo Clarín S.A. to Report Q4, 2024 Results on Mar 10, 2025Grupo Clarín S.A. announced that they will report Q4, 2024 results After-Market on Mar 10, 2025
お知らせ • Oct 30Grupo Clarín S.A. to Report Q3, 2024 Results on Nov 08, 2024Grupo Clarín S.A. announced that they will report Q3, 2024 results After-Market on Nov 08, 2024
お知らせ • Jul 27Grupo Clarín S.A. to Report Q2, 2024 Results on Aug 09, 2024Grupo Clarín S.A. announced that they will report Q2, 2024 results After-Market on Aug 09, 2024
お知らせ • May 09Grupo Clarín S.A. to Report Q1, 2024 Results on May 13, 2024Grupo Clarín S.A. announced that they will report Q1, 2024 results After-Market on May 13, 2024
お知らせ • Mar 05Grupo Clarín S.A. to Report Q4, 2023 Results on Mar 08, 2024Grupo Clarín S.A. announced that they will report Q4, 2023 results After-Market on Mar 08, 2024
お知らせ • Dec 24Grupo Clarín Announces Cancellation of the Listing and Admission to Trading of the Global Depositary Shares Representing Class B Shares of its Common Stock from the London Stock ExchangeFurther to its press release of 22 November 2023, Grupo Clarín S.A. (‘the Company’) announced that earlier December 22, 2023 (a) the UK Financial Conduct Authority cancelled the listing of the Global Depositary Shares (with ISIN US40052A4076 and ISIN US40052A3086) representing the class B shares of common stock of the Company (the ‘GDSs’) from the Official List, and (b) the London Stock Exchange cancelled the admission of the GDSs to trading on the Main Market.
Reported Earnings • Nov 14Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: AR$35.1b (up 124% from 3Q 2022). Net loss: AR$2.72b (loss widened 314% from 3Q 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in South America.
お知らせ • Nov 08Grupo Clarín S.A. to Report Q3, 2023 Results on Nov 10, 2023Grupo Clarín S.A. announced that they will report Q3, 2023 results After-Market on Nov 10, 2023
Reported Earnings • Aug 13Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: AR$27.1b (up 42% from 2Q 2022). Net loss: AR$316.3m (down 423% from profit in 2Q 2022). Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 148% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01Grupo Clarín S.A. to Report Q2, 2023 Results on Aug 11, 2023Grupo Clarín S.A. announced that they will report Q2, 2023 results After-Market on Aug 11, 2023
お知らせ • Jun 15Grupo Clarín S.A. Announces Board ChangesOn 13 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the Company's Supervisory Committee had accepted the leave of absence requested by one of its members, Mr. Hugo E. Lopez, for personal reasons, from (and including) 19 June 2023 to (and including) 5 July 2023. Mr. Lopez will resume his position automatically as from 6 July 2023. The Supervisory Committee also resolved that Mr. Jorge Jaime José de la María Martinez de Hoz, alternate member appointed by the Class A shareholders, shall substitute for Mr. Lopez as full member for the duration of Mr. Lopez's leave.
お知らせ • Jun 10Grupo Clarín S.A. Announces Executive ChangesOn 8 June 2023, Grupo Clarín S.A. informed the Argentine Securities Commission and the Buenos Aires Stock Exchange that the company's Board of Directors had accepted the leave of absence requested by its president, Mr. Jorge C. Rendo, from (and including) 6 June 2023 to (and including) 23 June 2023. Mr. Rendo will resume his position automatically as from 26 June 2023. The Board of Directors also resolved that Mr. Francisco Iván Acevedo shall substitute for Mr. Rendo as full member for the duration of Mr. Rendo's leave; and that Mr. Héctor Mario Aranda shall act as President of the Board of Directors in Mr. Rendo´s absence.
Reported Earnings • May 16First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: AR$22.8b (up 84% from 1Q 2022). Net income: AR$1.06b (up AR$997.0m from 1Q 2022). Profit margin: 4.7% (up from 0.5% in 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in South America.
お知らせ • May 09Grupo Clarín S.A. to Report Q1, 2023 Results on May 12, 2023Grupo Clarín S.A. announced that they will report Q1, 2023 results After-Market on May 12, 2023
Reported Earnings • Mar 14Full year 2022 earnings released: AR$12.85 loss per share (vs AR$9.73 profit in FY 2021)Full year 2022 results: AR$12.85 loss per share (down from AR$9.73 profit in FY 2021). Revenue: AR$73.6b (up 83% from FY 2021). Net loss: AR$1.37b (down 232% from profit in FY 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Media industry in South America. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 16Price target increased to AR$160Up from AR$135, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of AR$158. Stock is up 42% over the past year. The company posted earnings per share of AR$9.73 last year.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 1 independent director (9 non-independent directors). Independent Director Andres Riportella was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: AR$0.65 (vs AR$2.27 in 2Q 2021)Second quarter 2022 results: EPS: AR$0.65 (down from AR$2.27 in 2Q 2021). Revenue: AR$13.4b (up 44% from 2Q 2021). Net income: AR$68.8m (down 72% from 2Q 2021). Profit margin: 0.5% (down from 2.6% in 2Q 2021). Over the next year, revenue is forecast to grow 30% compared to a 4.9% decline forecast for the industry in Argentina. Over the last 3 years on average, earnings per share has increased by 85% per year whereas the company’s share price has increased by 86% per year.
Buying Opportunity • Jun 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be AR$186, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable.
Price Target Changed • Apr 27Price target increased to AR$135Up from AR$54.00, the current price target is provided by 1 analyst. New target price is 18% below last closing price of AR$165. Stock is up 289% over the past year. The company posted earnings per share of AR$9.73 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 2 independent directors (9 non-independent directors). Independent Permanent Director Andres Riportella was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 12Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: AR$40.1b (up 51% from FY 2020). Net income: AR$1.04b (up AR$1.31b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to AR$146, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 14x in the Media industry in South America. Total returns to shareholders of 204% over the past three years.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS AR$2.99 (vs AR$4.32 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: AR$9.52b (up 63% from 3Q 2020). Net income: AR$319.3m (up AR$780.3m from 3Q 2020). Profit margin: 3.4% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 33% share price gain to AR$121, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 112% over the past three years.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to AR$89.00, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 13x in the Media industry in South America. Total returns to shareholders of 56% over the past three years.
Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS AR$1.48 (vs AR$2.91 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: AR$7.88b (up 40% from 2Q 2020). Net income: AR$158.9m (down 49% from 2Q 2020). Profit margin: 2.0% (down from 5.5% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to AR$68.60, the stock trades at a trailing P/E ratio of 6.3x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 40% share price gain to AR$61.55, the stock trades at a trailing P/E ratio of 5.7x. Average forward P/E is 16x in the Media industry in South America. Total returns to shareholders of 9.1% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS AR$6.38 (vs AR$5.22 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: AR$6.89b (up 28% from 1Q 2020). Net income: AR$680.9m (up AR$1.24b from 1Q 2020). Profit margin: 9.9% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 13Full year 2020 earnings released: AR$2.57 loss per share (vs AR$14.12 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: AR$26.6b (up 4.8% from FY 2019). Net loss: AR$274.4m (loss narrowed 82% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 24%. Over the next year, revenue is expected to shrink by 2.9% compared to a 9.0% growth forecast for the Media industry in Argentina.
Is New 90 Day High Low • Jan 07New 90-day high: AR$40.00The company is up 21% from its price of AR$33.00 on 09 October 2020. The Argentinean market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period.
Analyst Estimate Surprise Post Earnings • Dec 08Revenue beats expectationsRevenue exceeded analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 9.5%, compared to a 13% growth forecast for the Media industry in Argentina.
Is New 90 Day High Low • Nov 25New 90-day high: AR$39.00The company is up 28% from its price of AR$30.50 on 27 August 2020. The Argentinean market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period.
Is New 90 Day High Low • Nov 03New 90-day high: AR$34.90The company is up 3.0% from its price of AR$34.00 on 05 August 2020. The Argentinean market is down 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is down 4.0% over the same period.
お知らせ • Sep 02Grupo Clarín S.A. to Report Q2, 2020 Results on Sep 08, 2020Grupo Clarín S.A. announced that they will report Q2, 2020 results at 9:00 AM, Montevideo Standard Time on Sep 08, 2020